ST JOSEPH RESIDENCE INC MRS SHAW: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ST JOSEPH RESIDENCE INC MRS SHAW (EIN 39-1087412)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-24
- IRS object ID
- 202322979349300002
- Schema version
- 2022v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-24T06:56:09-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391087412 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST JOSEPH RESIDENCE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STJO | BusinessNameControlTxt |
| Phone | 9209825354 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 E BECKERT RD | AddressLine1Txt |
| City | NEW LONDON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54961 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GIDGET BLANK | PersonNm |
| Person Title | CEO/EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9209825354 | PhoneNum |
| Signature | 2023-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GIDGET | PersonFirstNm |
| Person Last | BLANK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | 2023-10-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHY GWIDT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 E BECKERT RD | AddressLine1Txt |
| City | NEW LONDON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54961 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,351,133 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STJOSEPHRESIDENCE.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | A LIFE PLAN COMMUNITY COMMITTED TO PROVIDING ELDERLY HOUSING AND HEALTH CARE SERVICES INCLUDING INDEPENDENT APARTMENTS, ASSISTED LIVING, SHORT TERM REHABILITATION, LONG TERM CARE, MEMORY CARE ASSISTED LIVING, AND OUTPATIENT THERAPY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 218 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $88,079 | PYContributionsGrantsAmt |
| CY Contributions Grants | $227,633 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,407,509 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,316,266 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,041 | PYInvestmentIncomeAmt |
| CY Investment Income | $433,168 | CYInvestmentIncomeAmt |
| PY Other Revenue | $113,761 | PYOtherRevenueAmt |
| CY Other Revenue | $48,441 | CYOtherRevenueAmt |
| PY Total Revenue | $6,622,390 | PYTotalRevenueAmt |
| CY Total Revenue | $8,025,508 | 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 | $4,075,916 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,022,584 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,915,565 | PYOtherExpensesAmt |
| CY Other Expenses | $2,920,493 | CYOtherExpensesAmt |
| PY Total Expenses | $6,991,481 | PYTotalExpensesAmt |
| CY Total Expenses | $7,943,077 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$369,091 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $82,431 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,181,165 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,136,380 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,519,242 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,427,799 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,661,923 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,708,581 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ST. JOSEPH RESIDENCE, A SKILLED NURSING HOME, AND MARIAN HEIGHTS APARTMENTS, A RESIDENTIAL APARTMENT FACILITY, AND TRINITY TERRACE, A COMMUNITY-BASED RESIDENTIAL FACILITY SPONSORED BY CATHOLIC HEALTH INTERNATIONAL, IS A CHRISTIAN COMMUNITY OF CARING PEOPLE DEDICATED TO THE HEALING MISSION OF THE CHURCH, SERVING THE ELDERLY AND SICK OF THE NEW LONDON AREA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,027,860 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,517,348 | RevenueAmt |
| Desc | SKILLED NURSING FACILITY PROVIDED 13,969 DAYS OF CARE IN 2022. OUR COMMUNITY FOCUSES ON PROVIDING QUALITY HEALTH CARE SERVICES IN A RURAL COMMUNITY. THIS IS EVIDENT BY THE CMS FIVE STAR RATING, EXCELLENT QUALITY MEASURES AS REPORTED BY CMS, A DEFICIENCY FREE ANNUAL NURSING HOME SURVEY, AND THE EXCELLENT STAFF TO PATIENT RATIOS WE MAINTAIN ON A DAILY BASIS. OUR ORGANIZATION IS COMMITTED TO SERVING THOSE IN FINANCIAL NEED IN OUR COMMUNITY. OUR SKILLED NURSING FACILITY SERVES APPROXIMATELY A 59% MEDICAID GOVERNMENT FUNDED POPULATION. THE COMMUNITY HAS A COMPLEX MEDICAL CARE & REHAB UNIT WITH 10 BEDS DEDICATED TO SERVING SHORT TERM REHABILITATION NEEDS IN OUR COMMUNITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,153,298 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,301,815 | RevenueAmt |
| Desc | COMMUNITY BASED RESIDENTIAL FACILITY ASSISTED LIVING PROVIDED 9,299 DAYS OF CARE DURING 2022 WITH 35% OF CARE THAT IS MEDICAID GOVERNMENT FUNDED. THE CBRF PARTICIPATES IN A SPECIAL NEEDS PROGRAM, ALONG WITH THE SKILLED NURSING FACILITY, THAT PERMITS CARE TRANSITIONS BETWEEN THE CBRF AND THE SKILLED NURSING FACILITY RATHER THAN REQUIRING THE RESIDENT TO NEED TO BE SENT TO THE HOSPITAL. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,102,407 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,197,815 | RevenueAmt |
| Desc | MONARCH MEADOWS MEMORY CARE ASSISTED LIVING INCREASED OCCUPANCY 30% BY THE END OF THE YEAR; A TOTAL OF 7,411 PATIENT DAYS WITH 61% OF THE DAYS FUNDED BY MEDICAL ASSISTANCE. THIS PROGRAM SERVES RESIDENTS WITH DEMENTIA DIAGNOSIS WHO BENEFIT FROM A SECURE ENVIRONMENT WITH AN INCREASED LEVEL OF CAREGIVERS TO MEET PSYCHOSOCIAL AND PHYSICAL NEEDS WITH ACTIVITY ENGAGING PROGRAMMING. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $212,907 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $299,288 | RevenueAmt |
| Desc | INDEPENDENT NON-LICENSED SENIOR APARTMENT COMPLEX 26 UNITS; SERVING 9,021 RESIDENTIAL DAYS IN 2022. THE SENIORS ARE ABLE TO PARTICIPATE IN SOCIAL ACTIVITIES CONNECTED WITH THE SKILLED NURSING FACILITY, CAN PARTICIPATE IN A MEAL PURCHASE PROGRAM FOR TWO MEALS A DAY, RECEIVE MAINTENANCE AND HOUSEKEEPING SERVICES, AND THEIR RESIDENCY IN THE LIFE PLAN COMMUNITY AFFORDS THEM PRIMARY PLACEMENT FOR REHAB OR ASSISTED LIVING SERVICES IN OTHER SJR COMMUNITIES IF NEEDED. ALL OF THESE SERVICES ENABLE OUR SENIORS TO REMAIN INDEPENDENT IN THEIR APARTMENT FOR AS LONG AS POSSIBLE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $212,907 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $299,288 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $7,496,472 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | Yes (1) | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 43 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 218 | 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | 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 | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | 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 | GIDGET BLANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9209825354 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 E BECKERT RD | AddressLine1Txt |
| City | NEW LONDON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54961 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| GIDGET BLANK | |||||||
| CEO/EXECUTIVE DIRECTOR | 32.00 | 8.00 | Yes (X) | $112,585 | $0 | $24,488 | |
| KATHY GWIDT | |||||||
| PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KEITH STECKBAUER | |||||||
| VICE PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOSEPH MARQUARDT | |||||||
| SECRETARY/TREASURER | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ROGER STEINGRABER | |||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MIKE BARBIAUX | |||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| STEVE DYRESON | |||||||
| BOARD MEMBER (THRU 03/31) | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| WILLIAM HEIGES | |||||||
| BOARD MEMBER (THRU 03/31) | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| CAROL RADTKE | |||||||
| BOARD MEMBER (THRU 03/31) | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| DAVID RUSCH | |||||||
| BOARD MEMBER (THRU 03/31) | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| WILLIAM SCHMIDT | |||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| JEAN SKEWES | |||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| RITA THIEL | |||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| JANICE YOUNG | |||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $112,585 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $24,488 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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 |
|---|---|---|---|---|---|
| HEALTH CARE SERVICES GROUP | |||||
| 3220 TILLMAN DRIVE SUITE 3000 | BENSALEM | PA | 19020 | LAUNDRY/HOUSEKEEPING SERVICE | $303,807 |
| SELECT REHABILITATION | |||||
| PO BOX 71985 | CHICAGO | IL | 60694 | CONTRACT THERAPY SERVICES | $212,184 |
| PRN HEALTH SERVICES | |||||
| 1101 E S RIVER DR | APPLETON | WI | 54915 | CLINICAL NURSING STAFFING | $144,085 |
| NUWEST GROUP HOLDINGS | |||||
| PO BOX 94104 | SEATTLE | WA | 98124 | CLINICAL NURSING STAFFING | $126,307 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $225,468 | GovernmentGrantsAmt |
| All Other Contributions | $2,165 | AllOtherContributionsAmt |
| Total Contributions | $227,633 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NURSING HOME | 623000 | $4,517,348 | $4,517,348 |
| CBRF (TRINITY TERRACE) | 623000 | $1,301,815 | $1,301,815 |
| CBRF (MONARCH MEADOWS) | 623000 | $1,197,815 | $1,197,815 |
| INDEPENDENT SENIOR APARTMENTS | 623000 | $299,288 | $299,288 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,316,266 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,453 | TotalRevenueColumnAmt |
| Exclusion | $6,453 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $60,840 | SecuritiesAmt |
| Other | $691,500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $57,064 | SecuritiesAmt |
| Other | $268,561 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,776 | SecuritiesAmt |
| Other | $422,939 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $426,715 | TotalRevenueColumnAmt |
| Exclusion | $426,715 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,441 | TotalRevenueColumnAmt |
| Exclusion | $48,441 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $48,441 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,025,508 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,316,266 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $481,609 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,073 | TotalAmt |
| Program Services | $132,518 | ProgramServicesAmt |
| Management And General | $4,555 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,324,276 | TotalAmt |
| Program Services | $4,180,570 | ProgramServicesAmt |
| Management And General | $143,706 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $467 | TotalAmt |
| Management And General | $467 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,598 | TotalAmt |
| Program Services | $263,598 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,170 | TotalAmt |
| Program Services | $297,170 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,770 | TotalAmt |
| Management And General | $2,770 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,591 | TotalAmt |
| Management And General | $72,591 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,559 | TotalAmt |
| Management And General | $2,559 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,598 | TotalAmt |
| Program Services | $93,349 | ProgramServicesAmt |
| Management And General | $13,249 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,312 | TotalAmt |
| Program Services | $39,312 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,079 | TotalAmt |
| Program Services | $25,158 | ProgramServicesAmt |
| Management And General | $35,921 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,736 | TotalAmt |
| Program Services | $73,736 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,136 | TotalAmt |
| Program Services | $3,136 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,685 | TotalAmt |
| Program Services | $356,685 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,639 | TotalAmt |
| Program Services | $33,639 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,654 | TotalAmt |
| Program Services | $263,977 | ProgramServicesAmt |
| Management And General | $22,677 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $530,830 | TotalAmt |
| Program Services | $477,252 | ProgramServicesAmt |
| Management And General | $53,578 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,673 | TotalAmt |
| Program Services | $20,673 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| PATIENT SERVICE SUPPLIE | $322,347 | $322,347 |
| LAUNDRY SUPPLIES | $312,258 | $312,258 |
| DIETARY SUPPLIES | $251,964 | $251,964 |
| THERAPY SUPPLIES | $216,123 | $216,123 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,539 | TotalAmt |
| Program Services | $133,007 | ProgramServicesAmt |
| Management And General | $94,532 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,943,077 | TotalAmt |
| Program Services | $7,496,472 | ProgramServicesAmt |
| Management And General | $446,605 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $900 | BOYAmt |
| EOY | $900 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,496,706 | BOYAmt |
| EOY | $3,428,796 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $537,297 | BOYAmt |
| EOY | $1,023,817 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,607 | BOYAmt |
| EOY | $95,718 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,978 | BOYAmt |
| EOY | $21,469 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,039,015 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,725,933 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,925,566 | BOYAmt |
| EOY | $8,313,082 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,513 | BOYAmt |
| EOY | $189,522 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,878,598 | BOYAmt |
| EOY | $3,063,076 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,181,165 | BOYAmt |
| EOY | $16,136,380 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,489 | BOYAmt |
| EOY | $527,116 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,173 | BOYAmt |
| EOY | $115,895 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,050,239 | BOYAmt |
| EOY | $7,763,619 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,000 | BOYAmt |
| EOY | $7,500 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,341 | BOYAmt |
| EOY | $13,669 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,519,242 | BOYAmt |
| EOY | $8,427,799 | 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 | $7,660,474 | BOYAmt |
| EOY | $7,707,336 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,449 | BOYAmt |
| EOY | $1,245 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,661,923 | BOYAmt |
| EOY | $7,708,581 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,181,165 | BOYAmt |
| EOY | $16,136,380 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $82,431 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$35,773 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| 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 | $3,210 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,748 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,522,243 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $88,079 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $227,633 | CurrentTaxYearAmt |
| Total | $1,853,913 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,225,143 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,139,696 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,046,137 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,407,509 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,316,266 | CurrentTaxYearAmt |
| Total | $31,134,751 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,341 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $67,265 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,702 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $113,761 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,441 | CurrentTaxYearAmt |
| Total | $328,510 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,265,694 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,219,709 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,630,082 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,609,349 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,592,340 | CurrentTaxYearAmt |
| Total | $33,317,174 | 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 | $33,317,174 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,390 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,986 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,987 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,925 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,453 | CurrentTaxYearAmt |
| Total | $61,741 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,390 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,986 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,987 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,925 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,453 | CurrentTaxYearAmt |
| Total | $61,741 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,287,084 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,239,695 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,638,069 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,615,274 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,598,793 | CurrentTaxYearAmt |
| Total | $33,378,915 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99820 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99750 | PublicSupportPY509Pct |
| Investment Income CY | 0.00180 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00250 | 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 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) |
|---|---|---|
| Investment Cost Or Other Basis | $33,972 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $512,222 | OtherCostOrOtherBasisAmt |
| Book Value | $546,194 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,954,894 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,592,509 | DepreciationAmt |
| Book Value | $7,362,385 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,537,927 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,133,424 | DepreciationAmt |
| Book Value | $404,503 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,313,082 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM RELATED PARTY | $2,914,504 |
| BENEFICIAL INTEREST IN COMMUNITY FOUNDATION | $25,622 |
| RESIDENT TRUST FUND | $13,669 |
| UNEMPLOYMENT CERTIFICATE OF DEPOSIT | $109,281 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,063,076 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT TRUST FUND | Desc |
| Amt | $13,669 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,669 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 2B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATIONS LEASE HOUSING UNITS TO TENANTS UNDER CONTRACTS WHICH UNDER DIFFERENT TIME PERIODS AND UNITS HAS AMOUNTED TO SECURITY DEPOSITS HELD AS AN ASSET AND OFF SETTING LIABILITY. THE CONTRACT DICTATES HOW THOSE DEPOSITS ARE REFUNDED. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 391337855 | BondIssuerEIN |
| Bond Issued | 2017-08-30 | BondIssuedDt |
| Issue Price | $8,442,360 | IssuePriceAmt |
| Purpose | REFUNDING BOND | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $294,511 | RetiredAmt |
| Total Proceeds | $8,442,360 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $168,550 | IssuanceCostsFromProceedsAmt |
| Working Capital Expenditures | $8,273,810 | WorkingCapitalExpendituresAmt |
| Substantial Completion | 2018 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF THE CORPORATION ARE LIMITED TO THOSE PERSONS THAT HAVE BEEN ADMITTED AS MEMBERS OF THE CORPORATION BY THE MEMBERS OF THE CORPORATION AND SHALL BE COMPRISED OF SEVEN MEMBERS, AT LEAST FOUR OF WHOM SHALL BE RELIGIOUS HOSPITALLERS OF ST. JOSEPH. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS OF THE CORPORATION APPOINT THE BOARD OF DIRECTORS AND THE EXECUTIVE DIRECTOR. |
| FORM 990, PART VI, SECTION A, LINE 7B | MEMBERS OF THE CORPORATION HAVE THE FOLLOWING RESPONSIBILITIES APPROVE ANY CHANGE IN THE PHILOSOPHY, PURPOSE OR NATURE OF THE CORPORATION, AMEND ARTICLES OF INCORPORATION AND BYLAWS, APPOINT THE BOARD OF DIRECTORS, APPOINT OR DISMISS THE EXECUTIVE DIRECTOR IN CONCLUSION WITH OR ON RECOMMENDATION OF THE BOARD OF DIRECTORS, ACQUIRE OR DISPOSE OF REAL ESTATE OF THE CORPORATION, REVIEW THE AUDITED FINANCIAL STATEMENTS OF THE CORPORATION AND TO APPOINT THE AUDITOR, APPROVE THE ANNUAL CAPITAL AND OPERATING BUDGET OF THE CORPORATION UPON THE RECOMMENDATION OF THE BOARD, TO APPROVE OR DISAPPROVE THE MERGER OR DISSOLUTION OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE GOVERNING BODY REVIEWS AND APPROVES THE FORM 990 IN DRAFT FORMAT BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. THE STATEMENT REQUIRES BOARD MEMBERS TO DISCLOSE ANY CONFLICTS OF INTEREST THAT MAY ARISE. THE PRESIDENT AND CHI MEMBER WOULD REVIEW POTENTIAL CONFLICT OF INTEREST ITEMS SUBMITTED AND DETERMINE IF THERE IS IN FACT A CONFLICT OF INTEREST THAT WOULD DISALLOW THEM FROM SERVING ON THE BOARD OR FROM PARTICIPATING IN VOTING ON FINAL DECISIONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION FOLLOWS THE LEADING AGE SURVEY TO ALIGN THEIR COMPENSATION PLAN FOR ALL POSITIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES THESE RECORDS AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WASHINGTON CENTER INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 W WASHINGTON STREET | AddressLine1Txt |
| City | NEW LONDON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54961 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200349479 | EIN |
| Primary Activities | ASSISTED LIVING, ADULT DAY CARE, SENIOR CENTER | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 10 | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST JOSEPH RESIDENCE-THE WASHINGTON CENTER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionTypeTxt |
| Involved | $2,914,504 | InvolvedAmt |
| Method Of Amount Determination | COST | MethodOfAmountDeterminationTxt |