2023-11-02T15:15:35-05:00 2023-03-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2022-04-01 391919667 ATTIC ANGEL PLACE INC ATTI 6086628842 8301 OLD SAUK ROAD MIDDLETON WI 53562 MICHELLE GODFREY CEO 6086628842 2023-11-01 1 MICHELLE GODFREY 999009999 0 KIMBERLY ANDERSON CPA P00188889 6086628600 2023-11-01 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHELLE GODFREY 8301 OLD SAUK ROAD MIDDLETON WI 53562 19677222 0 X WWW.ATTICANGEL.ORG X 1998 WI ATTIC ANGEL PLACE, INC'S MISSION IS TO PROVIDE SENIOR HOUSING AND HEALTH CARE SERVICES. 6 6 0 245 0 0 1092811 548805 15023759 14487993 857600 884984 68220 88319 17042390 16010101 0 0 0 0 11150105 11173408 0 0 0 5146971 5338693 16297076 16512101 745314 -502000 40139262 37135333 17399227 16542640 22740035 20592693 X ATTIC ANGEL PLACE, INC'S MISSION IS TO PROVIDE HIGH QUALITY SENIOR HOUSING SERVICES IN A CARING AND PERSONALIZED ATMOSPHERE THAT RESPECTS THE DIGNITY, ENCOURAGES THE INDEPENDENCE, AND ENHANCES THE QUALITY OF LIFE OF EACH RESIDENT. 0 0 2793758 3382387 ATTIC ANGEL COMMUNITY - APARTMENTS - CONSISTS OF 74 RESIDENTIAL CARE APARTMENT COMPLEX APARTMENTS (RCAC), INDEPENDENT-STYLE WITH SERVICES, OFFERING CHOICES IN SIZE WITH SUPPORTIVE AND NURSING SERVICES AVAILABLE AS NEEDED. 4813103 4242009 ATTIC ANGEL COMMUNITY - HOUSEHOLDS - CONSISTS OF 56 RCAC ASSISTED LIVING UNITS IN A NEIGHBORHOOD STYLE PROVIDING RESIDENTS THREE MEALS A DAY AND ENHANCED PROFESSIONAL NURSING CARE AND SUPPORTIVE LIVING SERVICES IN A HOME LIKE SETTING. 1947427 2540084 ATTIC ANGEL COMMUNITY - HAVEN - CONSISTS OF 20 CBRF UNITS WHERE RESIDENTS RECEIVE BOTH NURSING CARE AND THERAPEUTIC ACTIVITIES TO ADDRESS DEMENTIA AND PHYSICAL NEEDS. 4290798 4352538 ATTIC ANGEL COMMUNITY - HEALTH CENTER - 44 BED CBRF SERVES RESIDENTS WITH BOTH LONG-TERM CARE AND SHORT-TERM REHABILITATION SERVICES. 4290798 4352538 13845086 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 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 0 0 0 1 27 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X X JOHN KAISER 6086628895 8301 OLD SAUK RD MIDDLETON WI 53562 MICHELE JOSLYN CHAIR 5.00 15.00 X X 0 0 0 PATTY SCHULTZ VICE CHAIR 2.00 15.00 X X 0 0 0 PAT MCCLIMON SECRETARY 1.00 X X 0 0 0 BARBARA BERVEN DIRECTOR 1.00 X 0 0 0 SHANNON DAVIDSON DIRECTOR 1.00 15.00 X 0 0 0 NANCY OLSON DIRECTOR 1.00 X 0 0 0 MICHELLE GODFREY PRESIDENT/CEO 15.20 24.80 X 0 165174 565 JOHN KAISER CHIEF FINANCIAL OFFICER 22.00 8.00 X 0 130572 1303 CHERYL MILLER CHIEF ADMIN OFFICER - PART YEAR 38.00 2.00 X 0 170514 15206 JUDITH HINZE NURSING MANAGER 40.00 X 0 152102 21537 DEREK BUCKLEY CHIEF OPERATIONAL OFFICER 2.00 38.00 X 0 146533 763 JENNIFER MCLAUGHLIN NURSING MANAGER 40.00 X 0 139051 7336 CHRISTIAN BENZSCHAWEL NURSING SUPERVISOR 40.00 X 0 111899 668 KELLY DUBOIS VP MARKETING & DEVELOPMENT 10.00 30.00 X 0 108766 637 MARY ANN DRESCHER FORMER PRESIDENT 15.20 24.80 X 0 115423 57 0 1240034 48072 10 1 1 0 SHIFTKEY LLC PO BOX 73593 DALLAS TX 753735913 CONTRACT STAFFING 305100 CABINETS & MILLWORK BY TVR LLC 1713 AURORA ST MIDDLETON WI 53562 CUSTOM CABINETRY 117797 2 78367 227234 243204 548805 HEALTH CENTER 623000 4348981 4348981 HOUSEHOLD 624200 4222792 4222792 APARTMENTS 624200 3377400 3377400 MEMORY CARE - HAVEN 624200 2538820 2538820 14487993 287686 287686 4264419 3667121 597298 597298 597298 INSURANCE PREMIUM REBATE 900099 59294 59294 OTHER REVENUE 900099 29025 29025 88319 16010101 14517018 0 944278 352710 303519 49191 8695493 7402241 1293252 187249 159400 27849 1937956 1649730 288226 71878 39897 31981 35887 35887 67848 67848 8671 8671 288640 241186 47454 348301 39281 309020 611471 555459 56012 577644 568376 9268 481672 481672 1865711 1865711 129952 129952 THERAPY 363045 261076 101969 RECRUITMENT 164744 164744 RESIDENT AID SUBSIDY 119957 119957 EQUIPMENT REPAIR 110570 89604 20966 92702 67977 24725 16512101 13845086 2667015 0 1152655 485712 65608 65714 548556 546679 57100 53421 81799 114636 43119945 23949802 19714573 19170143 18518971 16618085 0 80943 40139262 37135333 1219158 1086770 2237088 2732827 13560747 12507058 227234 0 155000 215985 17399227 16542640 X 22696875 20524068 43160 68625 22740035 20592693 40139262 37135333 -502000 -1645342 0 X 0 1 X 1 0 X X 1 ATTIC ANGEL ASSOCIATION 390854841 10 1 13845086 0 1 13845086 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1411337 1411337 37725267 20741881 16983386 3896228 3207921 688307 87113 87113 19170143 RESERVATION FEES AND REFUNDABLE DEPOSITS 160000 OPERATING LEASES 7036 FINANCING LEASES 44949 WAIT LIST DEPOSIT 4000 215985 1 1 0 0 0 0 0 0 0 CHERYL MILLER CHIEF ADMIN OFFICER - PART YEAR 0 169764 0 750 0 0 0 0 0 15206 0 185720 0 0 JUDITH HINZE NURSING MANAGER 0 151502 0 600 0 0 0 0 0 21537 0 173639 0 0 MICHELLE GODFREY PRESIDENT/CEO 0 165174 0 0 0 0 0 0 0 565 0 165739 0 0 MARY ANN DRESCHER FORMER PRESIDENT 0 65123 0 13000 0 37300 0 0 0 57 0 115480 0 0 PART I, LINE 3 ATTIC ANGEL ASSOCIATION IS THE EMPLOYER OF ALL THE EMPLOYEES OF ATTIC ANGEL ASSOCIATION, ATTIC ANGEL PLACE AND ATTIC ANGEL PRAIRIE POINT. THERE IS AN HR COMMITTEE THAT REPORTS TO THE BOARD OF DIRECTORS. QUARTERLY MEETINGS ARE HELD AND AT EVERY MEETING, MARKET PLACE DATA IS REVIEWED REGARDING COMPENSATION FOR ALL POSITIONS. THE CEO/PRESIDENT'S JOB DESCRIPTION IS REVIEWED ANNUALLY BY THE HR COMMITTEE AND SALARY RECOMMENDATIONS ARE MADE TO THE BOARD FOR APPROVAL AND IMPLEMENTED BY THE PAYROLL AREA. THE CHIEF ADMINISTRATIVE OFFICER AND HER HR TEAM REVIEW MARKET DATA THROUGH SALARY SURVEYS AND ONLINE MARKET COMPENSATION TOOLS. THE FINDINGS ARE DOCUMENTED IN A SCHEDULE THAT IS PRESENTED AT EACH OF THE QUARTERLY HR COMMITTEE MEETINGS. ANY RECOMMENDATIONS ARE DOCUMENTED IN THE MINUTES OF THE HR COMMITTEE AND ANY RECOMMENDATIONS APPROVED BY THE BOARD ARE APPROVED IN THE MINUTES OF THE BOARD MEETING. PART I, LINES 4A-B MARY ANN DRESCHER PARTICIPATED IN A 457(F) RETIREMENT PLAN. SHE RECEVIED A DEFERRED COMP PAYOUT OF $37,300 DURING THE YEAR. CHERYL MILLER, CHIEF ADMINISTRATIVE OFFICER, RECEIVED SEVERANCE PAYMENTS DURING THE YEAR THAT TOTALLED TO $39,513. A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY - 2017 391337855 2017-12-28 17824500 REFINANCE SERIES 2012 0 0 0 A 5201812 17824500 175000 2000 1 0 1 1 A 0 1 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 4 BYLAWS WERE UPDATED TO STATE THE PRESIDENT IS NOT A VOTING MEMBER OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS A SINGLE CLASS OF MEMBERS, AND THE SOLE MEMBER OF THAT CLASS IS ATTIC ANGEL ASSOCIATION, EIN 39-0854841. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER'S VOLUNTEER/NOMINATING COMMITTEE MAKES RECOMMENDATIONS FOR BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE DRAFT 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FINALIZING AND SUBMITTING TO THE IRS. MEMBERS ARE ENCOURAGED TO REVIEW AND PROVIDE FEEDBACK. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD OF DIRECTOR MEMBERS ARE REQUIRED TO READ AND SIGN ANNUAL CONFLICT OF INTEREST. IT IS ALSO PART OF EMPLOYEE HANDBOOK AND EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS. PUBLIC AUDITORS, AS PART OF THE ANNUAL AUDIT, REVIEW TRANSACTIONS FOR ANY EVIDENCE OF CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 18 PREVIOUSLY FILED FEDERAL RETURNS ARE AVAILABLE UPON REQUEST. CURRENT YEAR RETURNS ARE AVAILABLE ON THE ATTIC ANGEL'S PUBLIC WEBSITE FORM 990, PART VI, SECTION C, LINE 19 ATTIC ANGEL PLACE'S FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE UPON REQUEST AT 8301 OLD SAUK ROAD, MIDDLETON, WI 53562. ATTIC ANGEL ASSOCIATION 640 JUNCTION ROAD MADISON WI 53717 390854841 OPERATION OF HEALTH CENTER/FUNDRAISE/VOLUNTEER TRAINING & SUPPORT WI 501(C)(3) LINE 10 N/A 0 ATTIC ANGEL PRAIRIE POINT INC 640 JUNCTION ROAD MADISON WI 53717 391978106 CONTINUE CARE RETIREMENT COMMUNITY WI 501(C)(3) LINE 12A, I ATTIC ANGEL ASSOCIATION 0 RIVERSONG INC 640 JUNCTION ROAD MADISON WI 53717 SENIOR RESIDENT HOUSING SERVICES WI 501(C)(3) LINE 10 ATTIC ANGEL ASSOCIATION 0 0 0 1 0 1 0 0 0 0 0 0 1 1 1 1 0 1 0 0