2023-03-08T15:39:23-06:00 2022-06-30 390758449 WIPFLI LLP PO BOX 12237 GREEN BAY WI 543072237 990 2021-07-01 391034534 BAY AREA LUTHERAN HOMES INC BAYA 9204991481 1040 PILGRIM WAY GREEN BAY WI 54304 NICOLE BOLDT DIRECTOR OF FINANCE 9204991481 2023-02-28 1 NICOLE BOLDT 999009999 TERRI REXRODE CPA MST P00096513 9206620016 2023-02-28 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z WOODSIDE SENIOR COMMUNITIES NICOLE BOLDT 1040 PILGRIM WAY GREEN BAY WI 54304 25136271 0 9386 X WWW.WOODSIDESENIORCOMMUNITIES.ORG X 1968 WI PROVIDING SUPERVISED CARE FOR ELDERLY RESIDENTS THROUGH A REHABILITATION/SKILLED NURSING FACILITY AND ASSISTED LIVING FACILITY. 11 11 547 75 0 0 3569965 310242 19488623 22133642 672602 481258 0 0 23731190 22925142 0 0 0 0 12832431 13665934 0 0 0 8812619 9755229 21645050 23421163 2086140 -496021 44925361 42574750 13043018 12864068 31882343 29710682 X TO BE THE LEADER IN DELIVERING AND ADVANCING SENIOR CARE AND/OR REHABILITATION FOR GREEN BAY AND THE SURROUNDING COMMUNITIES BY MEETING THE NEEDS OF THE WHOLE SENIOR PERSON; SOCIAL, MEDICAL, PSYCHOLOGICAL, COGNITIVE, AND SPIRITUAL, MAXIMIZING EACH INDIVIDUAL'S HIGHEST LEVEL OF INDEPENDENCE. 0 0 14416468 0 14972998 WOODSIDE LUTHERAN HOME IS A 130-BED FACILITY THAT OFFERS LONG-TERM SKILLED NURSING CARE AND SHORT-TERM REHABILITATION CARE. IN FISCAL YEAR 2022, WOODSIDE LUTHERAN HOME PROVIDED APPROXIMATELY 40,500 TOTAL DAYS OF CARE. WOODSIDE IS UNIQUE IN THAT IT IS THE ONLY FAITH-BASED NONPROFIT SENIOR LIVING CAMPUS IN THE GREATER GREEN BAY AREA. AS SUCH, WOODSIDE EMPLOYS A FULL-TIME CHAPLAIN TO SERVE THE SPIRITUAL NEEDS OF THE WOODSIDE COMMUNITY. 6565953 0 6858702 WOODSIDE MANOR IS A 80-UNIT APARTMENT FACILITY THAT OFFERS CLASS C CBRF SERVICES, INCLUDING SUPERVISION AND DISPENSING OF MEDICATIONS AND ASSISTANCE WITH DAILY LIVING ACTIVITIES. WOODSIDE VILLA IS A 37-UNIT APARTMENT FACILITY THAT OFFERS CLASS C CBRFSERVICES, INCLUDING SUPERVISION AND DISPENSING OF MEDICATIONS ANDASSISTANCE WITH DAILY LIVING ACTIVITIES. THE POPULATION SERVED IN THISSETTING ARE LARGELY THOSE WITH MEMORY ISSUES.IN FISCAL YEAR 2022, WOODSIDE MANOR & VILLA PROVIDED APPROXIMATELY 40,500 DAYS OF CARE. 20982421 1 1 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 16 0 547 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X NICOLE BOLDT 9204991481 1040 PILGRIM WAY GREEN BAY WI 54304 POLLY GRETZINGER DIRECTOR OF HUMAN RESOURCES 40.00 0.00 X 133166 0 33051 JESSICA ATKINSON DIRECTOR OF ASSISTED & INDEPENDENT LIVING 36.00 4.00 X 125730 0 36051 NICOLE BOLDT DIRECTOR OF FINANCE 36.00 4.00 X 125835 0 26832 MEGHAN MEHBERG FUSS DIRECTOR OF SNF & REHAB 40.00 0.00 X 148474 0 3226 KATHY PLETCHER PRESIDENT 0.50 0.00 X X 0 0 0 AMY HARDTKE VICE PRESIDENT 0.50 0.50 X X 0 0 0 JUDY KNUDSEN SECRETARY/TREASURER 0.50 0.50 X X 0 0 0 PAM ANDERSON BOARD MEMBER 0.50 0.50 X 0 0 0 ANDREW BAKE BOARD MEMBER 0.50 0.50 X 0 0 0 HELENE BURMEISTER BOARD MEMBER (TERMED 2/22) 0.50 0.50 X 0 0 0 JOHN FILCHER BOARD MEMBER (TERMED 9/21) 0.50 0.50 X 0 0 0 LARRY FRAZIER BOARD MEMBER (TERMED 12/21) 0.50 0.50 X 0 0 0 PHYLLIS HOPPE BOARD MEMBER (TERMED 12/21) 0.50 0.50 X 0 0 0 JUDY KNEISZEL BOARD MEMBER 0.50 1.00 X 0 0 0 PASTOR RUFUS KUDEE BOARD MEMBER 0.50 1.00 X 0 0 0 SUE MAY BOARD MEMBER (TERMED 12/21) 0.50 0.00 X 0 0 0 JOYCE MCCOLLUM BOARD MEMBER (TERMED 8/21) 0.50 0.50 X 0 0 0 LAURA NELSON BOARD MEMBER 0.50 0.50 X 0 0 0 JERI RAAB BOARD MEMBER 0.50 0.00 X 0 0 0 MAX ROTH BOARD MEMBER (TERMED 12/21) 0.50 1.00 X 0 0 0 NORMAN SCHROEDER BOARD MEMBER 0.50 1.00 X 0 0 0 PAUL SEYMOUR BOARD MEMBER 0.50 0.50 X 0 0 0 533205 0 99160 4 0 1 0 GREENFIELD REHABILITATION AGENCY INC 19395 W CAPITAL DRIVE SUITE 200 BROOKFIELD WI 53045 THERAPY SERVICES 1509035 HEALTHCARE SERVICES GROUP 3220 TILLMAN DRIVE SUITE 300 BENSALEM WI 19020 HOUSEKEEPING SERVICES 881562 OUT OF THE WOODWORK CUSTOM CARPENTRY & R 1223 GERHARDT LANE GREEN BAY WI 54313 CONSTRUCTION 665333 METZLER ELECTRIC 1658 CASS STREET GREEN BAY WI 54302 ELECTRICAL SERVICES 207278 FOREMAN HEATING & VENTILATING 819 MORLEY ROAD GREEN BAY WI 54302 HVAC SERVICES 116267 5 275746 34496 310242 NURSING HOME REVENUE 623000 14927898 14927898 WOODSIDE MANOR 623000 6858702 6858702 OTHER OPERATING INCOME 623000 301942 301942 AFFILIATE ADMIN FEES 623000 45100 45100 22133642 246359 246359 2446028 2203285 7844 242743 -7844 234899 234899 22925142 21831700 0 783200 X 632365 632365 11300250 10517085 783165 86993 85894 1099 782741 775219 7522 863585 767519 96066 20720 4318 16402 29522 29522 55236 55236 2843047 2765626 77421 69338 69338 2385323 2268817 116506 385472 385472 439020 361050 77970 105978 96727 9251 24433 14068 10365 499245 433860 65385 2066144 1714886 351258 418695 334309 84386 PROVIDER TAX 204489 204489 BAD DEBT EXPENSE 128508 128508 DUES & SUBSCRIPTIONS 30493 30493 49566 49566 23421163 20982421 2438742 0 45320 44746 5778705 4915833 1585772 1422390 39541 40661 75185 185852 45324772 21907737 23621187 23417035 13742791 12499843 36860 48390 44925361 42574750 1308175 1607708 11396028 11254117 0 2243 338815 0 13043018 12864068 X 31882343 29710682 31882343 29710682 44925361 42574750 -496021 -1675640 0 X 0 1 X 1 0 X 57555 18962 24721 3569965 310242 3981445 20032334 20289596 21135004 19170218 21831700 102458852 252003 314563 265455 318405 301942 1452368 20341892 20623121 21425180 23058588 22443884 107892665 0 670783 344704 690523 637357 666998 3010365 670783 344704 690523 637357 666998 3010365 104882300 227234 278952 330029 270666 246359 1353240 227234 278952 330029 270666 246359 1353240 20569126 20902073 21755209 23329254 22690243 109245905 0.96010 0.96560 0.01240 0.01240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 3233 3233 0 PART II-B, LINE 1: LEADING AGE MEMBERSHIP FEES OF $3,233 USED FOR LOBBYING ACTIVITIES. LEADING AGE IS AN ORGANIZATION THAT EDUCATES LONG-TERM CARE ORGANIZATIONS ON VARIOUS TOPICS INCLUDING TRENDS IN THE INDUSTRY AND REGULATORY MATTERS. AS LEGISLATION IS BEING DEBATED/INTRODUCED, LEADINGAGE REVIEWS LEGISLATION AND ADVOCATES FOR THE LONG-TERM CARE INDUSTRY. BOTH STATE AND FEDERAL MATTERS ARE MONITORED. 0 1 63218 63218 39480468 18466250 21014218 1064067 826382 237685 3900968 2414841 1486127 816051 200264 615787 23417035 21149166 -1675640 -1675640 22824806 55236 45100 100336 22925142 23320827 0 23320827 55236 45100 100336 23421163 PART XI, LINE 4B - OTHER ADJUSTMENTS: AFFILIATE ADMIN FEES 45,100. PART XII, LINE 4B - OTHER ADJUSTMENTS: AFFILIATE ADMIN FEES 45,100. X X X X 0 0 0 0 0 0 0 0 0 POLLY GRETZINGER DIRECTOR OF HUMAN RESOURCES 115222 0 17944 0 0 0 2195 0 30856 0 166217 0 0 0 JESSICA ATKINSON DIRECTOR OF ASSISTED & INDEPENDENT L 108635 0 17095 0 0 0 2292 0 33759 0 161781 0 0 0 NICOLE BOLDT DIRECTOR OF FINANCE 107891 0 17944 0 0 0 2552 0 24280 0 152667 0 0 0 MEGHAN MEHBERG FUSS DIRECTOR OF SNF & REHAB 129002 0 19472 0 0 0 2613 0 613 0 151700 0 0 0 PART I, LINE 3 THE ORGANIZATION UTILIZES LEADING AGE DATA FOR ALL EMPLOYEE COMPENSATION (COMPARABLE DATA). THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS APPROVES THE EXECUTIVE DIRECTOR COMPENSATION. THE FULL BOARD OF DIRECTORS APPROVES THE WAGE RANGE FOR EMPLOYEES. THE EXECUTIVE DIRECTOR HAS DISCRETION TO DETERMINE AND APPROVE OTHER OFFICERS AND KEY EMPLOYEE COMPENSATION THROUGH THE BOARD-APPROVED WAGE RANGE. THESE DECISIONS ARE MADE BY THOSE WITHOUT CONFLICT OF INTEREST AND DOCUMENTATION IS KEPT FOR ALL DECISIONS MADE. A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 391337855 2021-08-12 11700000 REFINANCE SERIES 2014 BONDS 0 0 0 A 309511 11700000 150076 2016 1 0 1 1 A 0 0 0 0 0 0 1 A 1 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATE MEMBERSHIP OF THE ORGANIZATION CONSISTS OF CONGREGATIONS OF THE GREEN BAY CONFERENCE OF THE EAST CENTRAL SYNOD OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. THE MEMBERSHIP OF THE ORGANIZATION MAY INCLUDE OTHER ORGANIZATIONS; HOWEVER, A MAJORITY OF THE CORPORATE MEMBERS SHALL CONSIST OF LUTHERAN CONGREGATIONS OF THE EVANGELICAL LUTHERAN CHURCH OF AMERICA, OR ITS SUCCESSOR. FORM 990, PART VI, SECTION A, LINE 7A EACH OF THE MEMBERS HAS THE ABILITY TO NOMINATE ONE OR MORE DELEGATES BASED ON THE CONGREGATION LEVELS OF EACH RESPECTIVE CHURCH. EACH DELEGATE NOMINATED HAS THE AUTHORITY TO NOMINATE ONE BOARD MEMBER. NO ONE CHURCH HAS THE ABILITY TO NOMINATE MORE THAN 50% OF THE DELEGATES. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS HAS DELEGATED THE DETAILED REVIEW OF THE FORM 990 TO MANAGEMENT. THE FORM 990 IS PRESENTED TO THE FULL BOARD OF DIRECTORS FOR REVIEW AND FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C AT LEAST ON AN ANNUAL BASIS, THE ORGANIZATIONS REQUIRE THAT A CONFLICT OF INTEREST STATEMENT BE SIGNED, WITH ALL POTENTIAL CONFLICTS LISTED AND DISCUSSED. EACH BOARD MEMBER COMPLETES THIS FORM, AND ALL POTENTIAL CONFLICTS ARE DISCUSSED DURING A BOARD MEETING. BOARD MEMBERS DECIDE THE APPROPRIATE COURSE OF ACTION FOR EACH CONFLICT. SOME CONFLICTS ARE IMMATERIAL ENOUGH TO WARRANT NO FOLLOW-UP, OTHERS ARE RESOLVED BY NOT ALLOWING THE MEMBER WITH A CONFLICT TO VOTE ON DECISIONS RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION UTILIZES LEADING AGE DATA FOR ALL EMPLOYEE COMPENSATION (COMPARABLE DATA). THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS APPROVES THE SENIOR LEADERSHIP TEAM COMPENSATION. THE FULL BOARD OF DIRECTORS APPROVES THE WAGE RANGE FOR EMPLOYEES. THE SENIOR LEADERSHIP TEAM HAS DISCRETION TO DETERMINE AND APPROVE OTHER OFFICERS AND KEY EMPLOYEE COMPENSATION THROUGH THE BOARD-APPROVED WAGE RANGE. THESE DECISIONS ARE MADE BY THOSE WITHOUT CONFLICT OF INTEREST AND DOCUMENTATION IS KEPT FOR ALL DECISIONS MADE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 2,765,626. MANAGEMENT AND GENERAL EXPENSES 77,421. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,843,047. WOODSIDE OAKS INC 1040 PILGRIM WAY GREEN BAY WI 54304 421552326 SENIOR HOUSING WI 501(C)(3) LINE 10 BAY AREA LUTHERAN HOMES INC 1 WOODSIDE HAVEN INC 1040 PILGRIM WAY GREEN BAY WI 54304 300071529 HOUSING FOR LOW-INCOME, ELDERLY, OR PHYSICALLY HANDICAPPED WI 501(C)(3) LINE 10 BAY AREA LUTHERAN HOMES INC 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 WOODSIDE OAKS INC E 11390489 ACTUAL VALUE