2022-01-31T11:49:31-06:00 2021-03-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PLACE SUITE 300 MADISON WI 537133074 990 2020-04-01 391137868 ST MONICA'S SENIOR LIVING INC STMO 2626395050 3920 N GREEN BAY RD RACINE WI 53404 STEPHANY LICHTER ADMINISTRATOR 2626395050 2022-01-31 1 STEPHANY LICHTER 999009999 JENNY TARKOWSKI CPA P00634290 6082744020 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z STEPHANY LICHTER 3920 N GREEN BAY RD RACINE WI 53404 7117936 0 X WWW.STMONICASSENIORLIVING.COM X 1968 WI IN THE SPIRIT OF OUR FOUNDERS, THE SISTERS OF ST. RITA, WE PROVIDE A COMPASSIONATE, SAFE, LOVING FAMILY HOME ENVIRONMENT THAT RESPECTS THE DIGNITY OF ALL RESIDENTS. WE STRIVE TO MEET THE PHYSICAL, EMOTIONAL, SOCIAL AND SPIRITUAL NEEDS OF EACH RESIDENT AND SUPPORT THEIR FAMILIES. 21 20 203 40 0 0 129093 832155 6143277 6185608 87873 73239 -3722 -3615 6356521 7087387 0 0 0 0 4095637 4341285 0 0 18975 2217127 2346041 6312764 6687326 43757 400061 11958839 12810129 6028073 5976472 5930766 6833657 X IN THE SPIRIT OF OUR FOUNDERS, THE SISTERS OF ST. RITA, WE PROVIDE A COMPASSIONATE, SAFE, LOVING FAMILY HOME ENVIRONMENT THAT RESPECTS THE DIGNITY OF ALL RESIDENTS. WE STRIVE TO MEET THE PHYSICAL, EMOTIONAL, SOCIAL AND SPIRITUAL NEEDS OF EACH RESIDENT AND SUPPORT THEIR FAMILIES. 0 0 5586828 6185608 ST. MONICA'S IS NESTLED ON 42 ACRES ALONG THE ROOT RIVER IN RACINE, WISCONSIN. WITHIN OUR WALLS AND GROUNDS WE SERVE RESIDENTS IN PROVIDING A SENSE OF CALM, SECURITY AND ENJOYMENT. THE STAFF INCLUDES PROFESSIONAL, LICENSED CAREGIVERS, DEDICATED TO TREATING EVERY RESIDENT LIKE FAMILY AND ENGAGING EACH IN FRUITFUL, INTERESTING ACTIVITY. 5586828 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 203 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X STEPHANY LICHTER 2626395050 3920 N GREEN BAY RD RACINE WI 53404 LORETTA BAXTER EXECUTIVE DIRECTOR 40.00 X 113161 0 13416 ST ANGELICA SUMMER DIRECTOR 15.00 X 15752 0 2115 DAVID EASLEY PRESIDENT 1.00 X X 0 0 0 DR KEVIN MCCABE PAST PRESIDENT 1.00 X X 0 0 0 JILL HELLER VICE PRESIDENT 1.00 X X 0 0 0 DAN DEBAKER TREASURER 1.00 X X 0 0 0 MARY WYANT SECRETARY 1.00 X X 0 0 0 SR JANA ANNE AKAN DIRECTOR 1.00 X 0 0 0 BRUCE BERNBERG DIRECTOR 1.00 X 0 0 0 MANEEKA DECKER DIRECTOR 1.00 X 0 0 0 LAMONTE BOHMAN DIRECTOR 1.00 X 0 0 0 VICTOR ERATO DIRECTOR 1.00 X 0 0 0 TOM LEUENBERGER DIRECTOR 1.00 X 0 0 0 RAY JOHNSON DIRECTOR 1.00 X 0 0 0 CHAD KUCIK DIRECTOR 1.00 X 0 0 0 RON SCHULZ DIRECTOR 1.00 X 0 0 0 AHMAD QAWI DIRECTOR 1.00 X 0 0 0 SR CLARE MARIE ROHUTNY DIRECTOR 1.00 X 0 0 0 RICHARD KREUL DIRECTOR 1.00 X 0 0 0 JOE MALLER DIRECTOR 1.00 X 0 0 0 FRANK MILLER JR DIRECTOR 1.00 X 0 0 0 DR RON SCHULGIT DIRECTOR 1.00 X 0 0 0 128913 0 15531 1 0 0 0 0 24879 619800 187476 832155 RENTAL INCOME 623110 5016379 5016379 PERSONAL CARE SERVICES 812199 1158717 1158717 10512 10512 6185608 61838 61838 28299 16898 11401 11401 11401 10036 24879 13651 -3615 -3615 7087387 6185608 0 69624 148365 37294 111071 3400111 2974480 409551 16080 72822 62818 10004 422718 356946 65772 297269 257418 38621 1230 7632 7632 14483 14483 16028 16028 254577 188450 66127 24539 22874 1665 367465 303211 64254 515130 444764 70366 854 732 122 16498 11271 5227 220947 189550 31397 422420 362394 60026 164028 140720 23308 FOOD 240478 240438 40 HOUSING ALLOWANCE AND S 45718 45718 35244 16342 18902 6687326 5586828 1081523 18975 520384 1000189 320 77278 48813 41352 67462 14946590 5521472 9637275 9425118 1682230 2268547 11958839 12810129 444011 587568 11082 13804 5548980 5333100 24000 42000 6028073 5976472 X 5849959 6635999 80807 197658 5930766 6833657 11958839 12810129 400061 502830 0 X 0 1 X 0 0 X 1037896 244907 191148 129093 832155 2435199 3553808 4213264 5654708 6143277 6185608 25750665 14264 17298 14719 10578 10036 66895 4605968 4475469 5860575 6282948 7027799 28252759 6000 8025 14025 0 6000 8025 14025 28238734 35498 43310 68148 87873 61838 296667 35498 43310 68148 87873 61838 296667 4641466 4518779 5928723 6370821 7089637 28549426 0.98910 0.98910 0.01040 0.01070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 222990 222990 13060537 4609352 8451185 79203 69479 9724 1583860 842641 741219 9425118 COMMUNITY FEE DEPOSITS 42000 42000 7577804 502830 502830 7074974 16028 -3615 12413 7087387 6674913 3615 3615 6671298 16028 16028 6687326 PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -3,615. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 3,615. GOLF OUTING 34915 24879 10036 10036 3615 34915 24879 10036 10036 3615 13651 -3615 FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS PRESENTED AT A MEETING OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS AND OFFICERS ANNUALLY COMPLETE AND SIGN A STATEMENT DISCLOSING INTERESTS THAT COULD GIVE RISE TO CONFLICTS. ANY PERSON WITH A POTENTIAL CONFLICT OF INTEREST MUST LEAVE THE MEETING OF THE GOVERNING BODY OR COMMITTEE WHILE THE REMAINING DIRECTORS VOTE ON WHETHER OR NOT AN ACTUAL CONFLICT OF INTEREST EXISTS. IF IT IS DETERMINED THAT A CONFLICT OF INTEREST DOES EXIST, THE DIRECTOR OR OFFICER WITH THE CONFLICT OF INTEREST IS PROHIBITED FROM DISCUSSING AND VOTING ON THE POTENTIAL TRANSACTIONS INVOLVING THE INTERESTED PARTY. THE ORGANIZATION WILL ALSO LOOK FOR OTHER POSSIBLE ALTERNATIVES TO AVOID THE CONFLICT OF INTEREST ALL TOGETHER. IF IT IS NOT POSSIBLE TO AVOID THE CONFLICT OF INTEREST, THE GOVERNING BODY WILL VOTE ON WHETHER OR NOT IT IS FAIR AND REASONABLE TO ENTER INTO THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE, WHICH IS COMPRISED OF INDEPENDENT PERSONS, CONDUCTS A PERFORMANCE EVALUATION OF THE ADMINISTRATOR AND IS AUTHORIZED TO DETERMINE COMPENSATION ISSUES. THE COMPENSATION COMMITTEE USES COMPARABLE DATA FROM SURVEYS FROM SIMILAR ORGANIZATIONS. CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING FOR DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT ARE MADE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.