SPRING VALLEY HEALTH CARE CENTER INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: SPRING VALLEY HEALTH CARE CENTER INC (EIN 39-0993000)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2025-05-14
IRS object ID: 202511349349308736
Schema version: 2023v6.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-14T14:20:17-05:00	ReturnTs
Tax Period End	2024-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	390758449	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WIPFLI LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1502 LONDON ROAD SUITE 200	AddressLine1Txt
City	DULUTH	CityNm
State Abbreviation	MN	StateAbbreviationCd
ZIP	55812	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	390993000	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SPRING VALLEY HEALTH CARE SERVICES INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SPRI	BusinessNameControlTxt
Phone	7157785545	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	S830 WESTLAND DRIVE	AddressLine1Txt
City	SPRING VALLEY	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	54767	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RYAN ZURBUCHEN	PersonNm
Person Title	ADMINISTRATOR	PersonTitleTxt
Phone	7157785545	PhoneNum
Signature	2025-05-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHAEL J PETERSON CPA	PreparerPersonNm
PTIN	P01833529	PTIN
Phone	2187224705	PhoneNum
Preparation	2025-05-14	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	RYAN ZURBUCHEN	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	S830 WESTLAND DRIVE	AddressLine1Txt
City	SPRING VALLEY	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	54767	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$5,359,795	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.SVHCS.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1970	FormationYr
Legal Domicile State	WI	LegalDomicileStateCd
Activity Or Mission	THE MISSION OF SPRING VALLEY HEALTH CARE SERVICES, INC. IS TO PROVIDE HEALTH AND ASSISTIVE SERVICES TO ELDERLY AND DISABLED PERSONS IN NEED OF SPRING VALLEY HEALTH CARE SERVICES, INC.'S PROGRAMS IN A MANNER THAT IS CHARITABLE AND WITH A SPIRIT OF BENEVOLENCE SO THAT AN INDIVIDUAL MAY MAINTAIN THE HIGHEST PRACTICABLE QUALITY OF LIFE, THE UTMOST INDEPENDENCE, AND THE MOST REASONABLE SAFE AND HEALTHY LIFESTYLE.	ActivityOrMissionDesc
Voting Members Governing Body	4	VotingMembersGoverningBodyCnt
Voting Members Independent	4	VotingMembersIndependentCnt
Total Employee	127	TotalEmployeeCnt
Total Volunteers	20	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$62,822	PYContributionsGrantsAmt
CY Contributions Grants	$112,568	CYContributionsGrantsAmt
PY Program Service Revenue	$4,289,579	PYProgramServiceRevenueAmt
CY Program Service Revenue	$5,183,048	CYProgramServiceRevenueAmt
PY Investment Income	$27,356	PYInvestmentIncomeAmt
CY Investment Income	$391	CYInvestmentIncomeAmt
PY Other Revenue	$173,093	PYOtherRevenueAmt
CY Other Revenue	$63,788	CYOtherRevenueAmt
PY Total Revenue	$4,552,850	PYTotalRevenueAmt
CY Total Revenue	$5,359,795	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$2,588,222	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$2,486,621	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,235,595	PYOtherExpensesAmt
CY Other Expenses	$2,895,755	CYOtherExpensesAmt
PY Total Expenses	$4,823,817	PYTotalExpensesAmt
CY Total Expenses	$5,382,376	CYTotalExpensesAmt
PY Revenues Less Expenses	-$270,967	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$22,581	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,913,522	TotalAssetsBOYAmt
Total Assets EOY	$2,566,858	TotalAssetsEOYAmt
Total Liabilities BOY	$2,135,930	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,166,295	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$777,592	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$400,563	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE MISSION OF SPRING VALLEY HEALTH CARE SERVICES, INC. IS TO PROVIDE HEALTH AND ASSISTIVE SERVICES TO ELDERLY AND DISABLED PERSONS IN NEED OF SPRING VALLEY HEALTH CARE SERVICES, INC.'S PROGRAMS IN A MANNER THAT IS CHARITABLE AND WITH A SPIRIT OF BENEVOLENCE SO THAT AN INDIVIDUAL MAY MAINTAIN THE HIGHEST PRACTICABLE QUALITY OF LIFE, THE UTMOST INDEPENDENCE, AND THE MOST REASONABLE SAFE AND HEALTHY LIFESTYLE.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$4,303,920	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$4,753,473	RevenueAmt
Desc	SPRING VALLEY HEALTH CARE SERVICES, INC. OPERATES A 40-BED SKILLED NURSING FACILITY WHICH IS AVAILABLE TO RESIDENTS OF SPRING VALLEY AND THE SURROUNDING AREAS. PERSONALIZED NURSING CARE, REHABILITATIVE SERVICES, AND SUPPORTIVE SERVICES ARE OFFERED TO PROMOTE AND ASSIST RESIDENTS RECUPERATING FROM ILLNESS, INJURY, OR SURGERY.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$388,949	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$429,575	RevenueAmt
Desc	SPRING VALLEY HEALTH CARE SERVICES, INC. IS THE SOLE CORPORATE MEMBER OF VALLEY VILLAS, LLC. VALLEY VILLAS, LLC. WAS ORGANIZED AS A DISREGARDED ENTITY FOR THE PURPOSE OF OPERATING A 20-UNIT RESIDENTIAL CARE APARTMENT COMPLEX.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$0	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$0	RevenueAmt
Desc	SPRING VALLEY HEALTH CARE SERVICES, INC. MANAGES AND OPERATES SPRING VALLEY HEALTH AND REHABILITATION CENTER OWNED BY THE VILLAGE OF SPRING VALLEY.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$4,692,869	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	Yes (1)	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	13	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	127	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	4	GoverningBodyVotingMembersCnt
Independent Voting Member	4	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	Yes (1)	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	0	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	0	WhistleblowerPolicyInd
Document Retention Policy	0	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HEALTH DIMENSIONS GROUP	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7635375700	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	12900 WHITEWATER DRIVE SUITE 201	AddressLine1Txt
City	MINNEAPOLIS	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	55343	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
MARSHA BRUNKHORST
PRESIDENT	4.00	Yes (X)	Yes (X)	$0	$0	$0
JULIE DUCKLOW
TREASURER	3.00	Yes (X)	Yes (X)	$0	$0	$0
JAY RICHARDSON
SECRETARY	3.00	Yes (X)	Yes (X)	$0	$0	$0
JAY ARNESON
ADVISORY MEMBER	2.00	Yes (X)		$0	$0	$0
KEVIN LARSON
CEO/ADMINISTRATOR (THRU 04/24)	40.00		Yes (X)	$0	$0	$0
JAMES TORGERSON
INTERIM CEO/ADMINISTR. (THRU 06/24)	40.00		Yes (X)	$0	$0	$0
KELLY PRESKON
RN MANAGER	48.00			$123,973	$0	$0	Yes (X)
TRACY REITZ
DIRECTOR-NURSING & CLINICAL SERVICES	40.00			$115,321	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$239,294	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
NORTHERN STAFFING LLC
44 50TH AVE	CLAYTON	WI	54004	NURSING AGENCY	$413,422
HEALTH DIMENSIONS GROUP
12900 WHITEWATER DRIVE SUITE 201	MINNEAPOLIS	MN	55343	MANAGEMENT SERVICES	$345,075
SWENSWEN STAFFING AGENCY LLC
9670 HUDSON BLVD UNIT 1402	LAKE ELMO	MN	55042	NURSING AGENCY	$157,299
AEGIS THERAPIES
PO BOX 936653	ATLANTA	GA	31193	THERAPY SERVICES	$154,209

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	4	CntrctRcvdGreaterThan100KCnt
Government Grants	$112,568	GovernmentGrantsAmt
Total Contributions	$112,568	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NURSING HOME REVENUE	623000	$4,753,473	$4,753,473
ASSISTED LIVING REVENU	623990	$429,575	$429,575

Field	Value	IRS element (for citing)
Total Program Service Revenue	$5,183,048	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$391	TotalRevenueColumnAmt
Exclusion	$391	ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$63,788	TotalRevenueColumnAmt
Exclusion	$63,788	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$63,788	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,359,795	TotalRevenueColumnAmt
Related Or Exempt Func Income	$5,183,048	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$64,179	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$2,108,727	TotalAmt
Program Services	$2,033,974	ProgramServicesAmt
Management And General	$74,753	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,823	TotalAmt
Program Services	$1,823	ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$213,318	TotalAmt
Program Services	$205,756	ProgramServicesAmt
Management And General	$7,562	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$162,753	TotalAmt
Program Services	$156,984	ProgramServicesAmt
Management And General	$5,769	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$284,253	TotalAmt
Management And General	$284,253	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$56,960	TotalAmt
Management And General	$56,960	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$76,117	TotalAmt
Management And General	$76,117	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$1,052	TotalAmt
Management And General	$1,052	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,020,686	TotalAmt
Program Services	$1,015,549	ProgramServicesAmt
Management And General	$5,137	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$8,990	TotalAmt
Management And General	$8,990	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$69,539	TotalAmt
Management And General	$69,539	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$57,715	TotalAmt
Program Services	$57,715	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$482,256	TotalAmt
Program Services	$482,256	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$30,425	TotalAmt
Program Services	$30,425	ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$4,720	TotalAmt
Program Services	$4,720	ProgramServicesAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$53,362	TotalAmt
Management And General	$53,362	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$91,020	TotalAmt
Program Services	$91,020	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$34,314	TotalAmt
Management And General	$34,314	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt
FOOD AND SUPPLIES	$345,956	$345,956
REPAIRS & MAINTENANCE	$88,529	$88,529
NURSING HOME BED TAX	$81,600	$81,600
BAD DEBT EXPENSE	$61,524	$61,524

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$46,737	TotalAmt
Program Services	$35,038	ProgramServicesAmt
Management And General	$11,699	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,382,376	TotalAmt
Program Services	$4,692,869	ProgramServicesAmt
Management And General	$689,507	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$433,141	BOYAmt
EOY	$84,882	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$80,765	BOYAmt
EOY	$50,797	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$536,659	BOYAmt
EOY	$551,540	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$60,573	BOYAmt
EOY	$70,085	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$3,044,778	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,396,599	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,671,023	BOYAmt
EOY	$1,648,179	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$131,361	BOYAmt
EOY	$161,375	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,913,522	BOYAmt
EOY	$2,566,858	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,037,030	BOYAmt
EOY	$762,263	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$9,000	BOYAmt
EOY	$8,500	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$1,089,900	BOYAmt
EOY	$1,112,681	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$282,851	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,135,930	BOYAmt
EOY	$2,166,295	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$777,592	BOYAmt
EOY	$400,563	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$777,592	BOYAmt
EOY	$400,563	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,913,522	BOYAmt
EOY	$2,566,858	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$22,581	ReconcilationRevenueExpnssAmt
Prior Period Adjustments	-$354,448	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	0	FSAuditedInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$331,692	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,067,937	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$105,351	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$62,822	CurrentTaxYearMinus1YearAmt
Current Tax Year	$112,568	CurrentTaxYearAmt
Total	$1,680,370	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,047,906	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,096,578	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,120,091	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,289,579	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,183,048	CurrentTaxYearAmt
Total	$18,737,202	TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$70,597	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$96,187	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$105,351	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$173,093	CurrentTaxYearMinus1YearAmt
Current Tax Year	$63,788	CurrentTaxYearAmt
Total	$509,016	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,450,195	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,260,702	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,330,793	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,525,494	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,359,404	CurrentTaxYearAmt
Total	$20,926,588	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$20,926,588	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,193	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$247	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,091	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$481	CurrentTaxYearMinus1YearAmt
Current Tax Year	$391	CurrentTaxYearAmt
Total	$3,403	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,193	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$247	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,091	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$481	CurrentTaxYearMinus1YearAmt
Current Tax Year	$391	CurrentTaxYearAmt
Total	$3,403	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$412,630	CurrentTaxYearMinus4YearsAmt
Total	$412,630	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,864,018	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,260,949	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,331,884	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,525,975	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,359,795	CurrentTaxYearAmt
Total	$21,342,621	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.98050	PublicSupportCY509Pct
Public Support PY509	0.98240	PublicSupportPY509Pct
Investment Income CY	0.00020	InvestmentIncomeCYPct
Investment Income PY	0.00010	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	VolunteersInd
Paid Staff Or Management	0	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	0	DirectContactLegislatorsInd
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Other Activities	$1,052	OtherActivitiesAmt
Total Lobbying Expenditures	$1,052	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B, LINE 1:	FormAndLineReferenceDesc
Explanation	SPRING VALLEY HEALTH CARE SERVICES, INC. PAYS ANNUAL ASSOCIATION DUES TO WISCONSIN HEALTH CARE ASSOCIATION, INC. AND AMERICAN HEALTH CARE ASSOCIATION, INC. THESE DUES ARE PRIMARILY FOR ACCESS TO EDUCATION MATERIALS AND STAFF TRAINING AND DEVELOPMENT. A PORTION OF THE ANNUAL DUES WERE USED IN CONJUNCTION WITH LOBBYING ACTIVITIES WITH THE GOAL OF IMPROVING THE OVERALL INDUSTRY ENVIRONMENT.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Agent Trustee Etc	0	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (1)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$79,800	OtherCostOrOtherBasisAmt
Book Value	$79,800	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,742,202	OtherCostOrOtherBasisAmt
Depreciation	$1,276,321	DepreciationAmt
Book Value	$1,465,881	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$222,776	OtherCostOrOtherBasisAmt
Depreciation	$120,278	DepreciationAmt
Book Value	$102,498	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$1,648,179	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDesc	Book ValueBookValueAmt
REPLACEMENT RESERVES	$130,158
TAX CREDIT FEES	$31,217

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$161,375	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
DUE TO RELATED PARTIES	$58,559
TAX EXCHANGE CREDIT	$224,292

Field	Value	IRS element (for citing)
Total Liability	$282,851	TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART IV, LINE 2B:	FormAndLineReferenceDesc
Explanation	THE ORGANIZATION HOLDS SECURITY DEPOSITS FOR THEIR NURSING HOME AND ASSISTED LIVING ROOMS FOR THE TENANTS.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3	SPRING VALLEY HEALTH CARE SERVICES, INC. CONTRACTS WITH HEALTH DIMENSIONS GROUP FOR MANAGEMENT SERVICES. DURING FY 2024, THE ORGANIZATION PAID $313,000 FOR MANAGEMENT SERVICES AS WELL AS $71,625 FOR THE SERVICES OF KEVIN LARSON AS THE CEO/ADMINISTRATOR AND $36,689 FOR THE SERVICES OF JAMES TORGERSON AS INTERIM CEO/ADMINISTRATOR OF THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 8B	THERE ARE NO COMMITTEES OF THE BOARD OF DIRECTORS WHICH HAVE AUTHORITY TO ACT ON BEHALF OF THE ENTIRE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 HAS BEEN PREPARED BY THE ORGANIZATIONS PAID PREPARER WITH INFORMATION PROVIDED BY THE ORGANIZATION AND REVIEWED BY LEADERSHIP PRIOR TO SUBMISSION.
FORM 990, PART VI, SECTION B, LINE 12C	SPRING VALLEY HEALTH CARE SERVICES, INC. REQUIRES ITS BOARD MEMBERS TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS.
FORM 990, PART VI, SECTION B, LINE 15A	THE SPRING VALLEY HEALTH CARE SERVICES, INC.'S BOARD OF DIRECTORS SETS THE SALARY AND BENEFIT PACKAGE FOR THE ADMINISTRATOR/CEO. THE BOARD OF DIRECTORS UTILIZES MULTIPLE SOURCES FOR SETTING THE COMPENSATION INCLUDING VARIOUS SALARY SURVEYS FROM THIRD PARTY SOURCES SUCH AS THE AMERICAN COLLEGE OF HEALTH CARE ADMINISTRATORS, THE LONG TERM CARE NEWS, AND AMERICAN HEALTH CARE ASSOCIATION PROVIDER PUBLICATION. THE SALARY AND BENEFIT PACKAGE FOR OTHER MANAGEMENT-SENIOR LEVEL STAFF PERSONS IS DETERMINED BY THE ADMINISTRATOR WITH CONSULTATION FROM THE BOARD OF DIRECTORS AND WITHIN THE PARAMETERS OF THE ORGANIZATION'S OPERATING BUDGET WHICH IS APPROVED BY THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 19	SPRING VALLEY HEALTH CARE SERVICES, INC. MAKES ITS FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC ON A PER REQUEST BASIS.
FORM 990, PART VI, SECTION B, LINE 14,	DOCUMENT RETENTION AND DESTRUCTION POLICY: SPRING VALLEY HEALTH CARE SERVICES, INC. DOES NOT HAVE A FORMAL DOCUMENT RETENTION AND DESTRUCTION POLICY. HOWEVER, SPRING VALLEY HEALTH CARE SERVICES, INC. FOLLOWS ALL STATUTORY REQUIREMENTS GOVERNING RECORD RETENTION. THE STANDARD GUIDELINE UTILIZED IS THE 7 YEAR RETENTION PERIOD FOR RECORDS AND FILES. THE 7 YEAR PERIOD BEGINS WITH THE CLOSING OF THE FILE OR RECORD. STAFF EMPLOYMENT RECORDS CONTAINING ANY MEDICAL OR HEALTH INFORMATION ARE MAINTAINED FOR 30 YEARS ACCORDING TO STATUTORY REQUIREMENTS.
FORM 990, PART VI, SECTION B, LINE 13, WHISTLEBLOWER POLICY:	SPRING VALLEY HEALTH CARE SERVICES, INC. DOES NOT HAVE A FORMAL WHISTLEBLOWER POLICY. HOWEVER, SPRING VALLEY HEALTH CARE SERVICE, INC.'S ANTI-FRAUD PROTECTIONS INCLUDE SAFE-GUARDS AFFORDED TO THOSE INDIVIDUALS REPORTING OR PROVIDING INFORMATION OR ASSISTANCE WITH CONCERNS OR SITUATIONS RELATED TO POSSIBLE FRAUD, THEFT, ABUSE, OR DETRIMENTAL ACTIVITY BY STAFF PERSONS OR INDIVIDUALS WHO MAY BE AFFILIATED OR ASSOCIATED WITH THE OPERATIONS OF SPRING VALLEY HEALTH CARE SERVICES, INC. THE CRITICAL ELEMENT WITH THE SAFEGUARDS IS THE PROTECTION OF THOSE STAFF PERSONS FROM RETRIBUTION OR RETALIATION AS A RESULT OF THEM PROVIDING INFORMATION OR AID.
FORM 990, PART IX, LINE 11G	OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 143,297. MANAGEMENT AND GENERAL EXPENSES 5,137. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 148,434. NURSING SERVICES: PROGRAM SERVICE EXPENSES 872,252. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 872,252.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	VALLEY VILLAS LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	S820 WESTLAND DRIVE	AddressLine1Txt
City	SPRING VALLEY	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	54767	ZIPCd

Field	Value	IRS element (for citing)
EIN	263498120	EIN
Primary Activities	DEVELOPMENT AND OPERATION OF ASSISTED LIVING FACILITY	PrimaryActivitiesTxt
Legal Domicile State	WI	LegalDomicileStateCd
Total Income	$318,303	TotalIncomeAmt
End Of Year Assets	$1,673,227	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	SPRING VALLEY HEALTH CARE SERVICES INC	BusinessNameLine1Txt