2020-04-08T12:18:32-05:00 2019-06-30 390758449 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2018-07-01 390816855 ST COLETTA OF WISCONSIN INC STCO 9206744330 N4637 COUNTY ROAD Y JEFFERSON WI 53549 TED BEHNCKE PRESIDENT 9206744330 2020-03-25 1 JEAN CHRISTENSEN P00368719 6082741980 2020-03-25 108.67.179.172 2020-03-25 08:44:40 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 B5AD917698A966612AE7A77B4536F2DC0D4C4089 2018 2020-09-23 17:36:50Z TED BEHNCKE N4637 COUNTY ROAD Y JEFFERSON WI 53549 24672885 0 0928 X WWW.STCOLETTAWI.ORG X 1913 WI SUPPORT PERSONS WITH DEVELOPMENTAL & OTHER CHALLENGES TO ACHIEVE A HIGH QUALITY OF LIFE. 11 11 539 95 0 0 2822176 1157434 14425925 14572854 885941 188735 188168 151826 18322210 16070849 0 0 0 0 14786907 15379827 0 0 272326 4387123 4077521 19174030 19457348 -851820 -3386499 26824182 22030802 3561678 2133614 23262504 19897188 X INSPIRED BY THE FRANCISCAN VALUES OF COMPASSION, DIGNITY AND RESPECT, WE SUPPORT PERSONS WITH DEVELOPMENTAL AND OTHER CHALLENGES TO ACHIEVE THEIR HIGHEST QUALITY OF LIFE, PERSONAL GROWTH AND SPIRITUAL AWARENESS.THE VISION OF ST. COLETTA OF WISCONSIN, INC. IS TO BE THE PREMIER PROVIDER OF SUPPORT SERVICES FOR ADULTS WITH DEVELOPMENTAL DISABILITIES AND OTHER CHALLENGES THROUGHOUT THEIR LIFESPAN. THROUGH DYNAMIC PARTNERSHIPS, EXCEPTIONAL CUSTOMER SERVICE, A DEMONSTRATED COMMITMENT TO QUALITY AND SPIRITUALITY, THE ORGANIZATION WILL WORK WITH PERSONS RECEIVING SERVICES TO ACHIEVE THEIR BEST LIFE POSSIBLE. 0 0 16712294 0 14572854 ST. COLETTA OF WISCONSIN OFFERS A VARIETY OF RESIDENTIAL AND VOCATIONAL/DAY PROGRAMS FOR PEOPLE WITH DEVELOPMENTAL AND OTHER DISABILITIES. OUR RESIDENTIAL PROGRAMS ARE LOCATED IN BEAUTIFUL, COMMUNITY-BASED HOMES THAT ARE STAFFED ACCORDING TO NEED. ST. COLETTA HOMES, LOCATED IN BOTH WISCONSIN AND NORTHERN ILLINOIS, ARE BUILT TO BE ACCESSIBLE TO ENABLE THE PEOPLE THAT LIVE IN THEM TO AGE IN PLACE TO THE FULLEST EXTENT POSSIBLE. DAY AND VOCATIONAL PROGRAMS ARE PROVIDED IN OUR JEFFERSON OPERATION LOCATION ONLY. THESE PROGRAMS ARE DESIGNED TO PROVIDE A RANGE OF SUPPORTS INCLUDING PREVOCATIONAL TRAINING, WORKSHOP AND COMPETITIVE EMPLOYMENT. ADDITIONAL SUPPORTS ARE PROVIDED FOR SENIOR CITIZENS AND THOSE IN NEED OF DAYTIME CARE THROUGH A COMPREHENSIVE ADULT DAY PROGRAM. OTHER SERVICES PROVIDED BY ST. COLETTA INCLUDE TRANSPORTATION, ADULT EDUCATION AND RECREATION. AS AN ORGANIZATION WITH MORE THAN A CENTURY OF SERVICE, ST. COLETTA PROGRAMS OFFER THE STABILITY TO FOSTER LIFE-LONG RELATIONSHIPS BETWEEN CLIENTS, STAFF AND FAMILIES. WITH THE BACKGROUND OF OUR CATHOLIC/FRANCISCAN TRADITION, SPIRITUAL DEVELOPMENT PLAYS A STRONG ROLE IN THE LIVES OF THE PEOPLE WE SUPPORT. THE FRANCISCAN VALUES OF RESPECT, DIGNITY, COMPASSION AND FAITH ARE CORE COMMITMENTS FOR THE ORGANIZATION GUIDING ALL PROGRAMS AS WELL AS DAILY BUSINESS. 16712294 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 27 0 539 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI IL X CHRISTOPHER CHERNEY 9206744330 N4637 COUNTY ROAD Y JEFFERSON WI 53549 LEE DAVIS DIRECTOR 1.00 3.00 X 0 0 0 SUE FELAN DIRECTOR (THRU MID JUNE) 1.00 3.00 X 0 0 0 NORAH JOHNSON DIRECTOR 1.00 3.00 X 0 0 0 SISTER JULIANNE KOCH OSF DIRECTOR 1.00 3.00 X 0 0 0 CHRIS MCDERMOTT DIRECTOR 1.00 3.00 X 0 0 0 CHRIS NASH DIRECTOR 1.00 3.00 X 0 0 0 JOHN PARROTT DIRECTOR 1.00 3.00 X 0 0 0 RUSSEL SCHAEFER DIRECTOR 1.00 3.00 X 0 0 0 MICHAEL STINGL DIRECTOR 1.00 3.00 X 0 0 0 SHARON THYNE DIRECTOR 1.00 3.00 X 0 0 0 TIM HOOD CHAIR 1.00 3.00 X X 0 0 0 DUANE MCALLISTER VICE CHAIR 1.00 3.00 X X 0 0 0 TED BEHNCKE PRESIDENT 40.00 4.00 X 200071 0 42288 DARLA KEULER-GEHL CONTROLLER (THRU JULY) 40.00 3.00 X 67271 0 6805 CHRIS CHERNEY CONTROLLER (BEG AUGUST) 40.00 3.00 X 25486 0 265 292828 0 49358 1 0 1 0 0 21150 70000 45498 1020786 28600 1157434 ADULT PROGRAM REVENUE 623990 11443071 11443071 VOCATIONAL SERVICES REVENUE 561300 2465087 2465087 COMMUNITY SERVICES REVENUE 624200 526213 526213 FACILITIES OPERATIONS REVENUE 531390 127458 127458 TRAINING REVENUE 541900 11025 11025 14572854 302479 302479 46880 0 46880 46880 46880 8429206 8455650 87300 -26444 -87300 -113744 -113744 119917 21150 54836 65081 65081 11952 4250 7702 7702 32163 32163 32163 16070849 14572854 0 340561 302777 302777 11981506 11047613 798610 135283 139481 129337 8710 1434 2071586 1850975 189420 31191 884477 782035 91236 11206 6438 6438 35295 35295 64633 64633 312238 180104 92757 39377 110123 24139 70732 15252 739606 654828 82379 2399 1593372 1328942 258612 5818 90603 40367 20791 29445 86645 66762 19883 55393 55393 693581 439967 253614 274200 153674 119655 871 LICENSE AND FEES 15394 13551 1793 50 19457348 16712294 2472728 272326 1038407 448633 295587 520951 1108348 1519782 77814 110380 20615843 10961191 10541378 9654652 12455409 8573125 1084382 970018 222857 233261 26824182 22030802 1599920 1690161 1571002 54077 390756 389376 3561678 2133614 X 21881639 18333379 736721 923176 644144 640633 23262504 19897188 26824182 22030802 X -3386499 135541 6 -114364 X 0 1 X 1 1 1 X 1834315 3091302 1202378 2822176 1157434 10107605 13569614 13523605 13883961 14425925 14572854 69975959 121210 40992 74574 204670 164032 605478 15525139 16655899 15160913 17452771 15894320 80689042 1010070 2015220 18455 1041075 216500 4301320 0 1010070 2015220 18455 1041075 216500 4301320 76387722 81465 58371 308673 350935 349359 1148803 81465 58371 308673 350935 349359 1148803 15606604 16714270 15469586 17803706 16243679 81837845 0.93340 0.92270 0.01400 0.01030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1913393 1913393 15745567 8890067 6855500 2906344 2071124 835220 50539 50539 9654652 OBLIGATION TO PROVIDE FUTURE SERVICES UNDER CONTINUING CARE AGREEMENTS 389376 389376 X 16151112 135541 -114364 21177 16129935 -59086 -59086 16070849 19516434 59086 59086 19457348 0 19457348 PART X, LINE 2: THE ORGANIZATION IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -114,364. PART XI, LINE 4B - OTHER ADJUSTMENTS: COSTS OF GOODS SOLD -4,250. FUNDRAISING EXPENSE -54,836. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 4,250. FUNDRAISING EXPENSE 54,836. GENESIS GALA 141067 21150 119917 25300 17986 350 11200 141067 21150 119917 25300 17986 350 11200 54836 65081 X X 0 0 0 0 0 0 0 0 0 TED BEHNCKE PRESIDENT 181002 0 25 0 19044 0 0 0 42288 0 242359 0 0 0 X 1 24000 FMV X FURNITURE 1 2800 FMV X MEMORABILIA 1 1300 FMV X EVENT TENT 1 500 FMV 0 0 1 1 PART I, LINE 32B: THE ORGANIZATION REPORTS THE ACTUAL NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE PRIOR TO FILING. THE BOARD OF DIRECTORS RECEIVES A COPY OF FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANY DIRECTOR, OFFICER OR KEY EMPLOYEE WHO HAS AN INTEREST IN A CONTRACT OR OTHER TRANSACTION PRESENTED TO THE BOARD OF DIRECTORS OR A COMMITTEE THEREOF FOR AUTHORIZATION, APPROVAL OR RATIFICATION SHALL MAKE A PROMPT AND FULL DISCLOSURE OF HIS OR HER INTEREST TO THE BOARD OR COMMITTEE PRIOR TO ITS ACTING ON SUCH CONTRACT OR TRANSACTION. SUCH DISCLOSURE SHALL INCLUDE ANY RELEVANT AND MATERIAL FACTS KNOWN TO SUCH PERSON ABOUT THE CONTRACT OR TRANSACTION THAT MIGHT REASONABLY BE CONSTRUED TO BE ADVERSE TO THE CORPORATION'S INTEREST. THE BOARD OR COMMITTEE TO WHICH SUCH DISCLOSURE IS MADE SHALL DETERMINE, BY MAJORITY VOTE, WHETHER THE DISCLOSURE SHOWS THAT A CONFLICT OF INTEREST EXISTS OR CAN REASONABLY BE CONSTRUED TO EXIST. IF A CONFLICT IS DEEMED TO EXIST, SUCH PERSON SHALL NOT VOTE ON, NOR USE HIS/HER PERSONAL INFLUENCE ON, NOR PARTICIPATE (OTHER THAN TO PRESENT FACTUAL INFORMATION OR TO RESPOND TO QUESTIONS) IN THE DISCUSSIONS OR DELIBERATIONS WITH RESPECT TO SUCH CONTRACT OR TRANSACTION. SUCH A PERSON SHALL NOT BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM AT ANY MEETING WHERE THE CONTRACT OR TRANSACTION IS UNDER DISCUSSION OR BEING VOTED UPON. THE BOARD, PRIOR TO VOTING ON THE CONTRACT OR TRANSACTION, SHALL MAKE AN AFFIRMATIVE FINDING THAT THE CONTRACT OR TRANSACTION, IF APPROVED, WOULD BE FAIR AND EQUITABLE. THE MINUTES OF THE MEETING SHALL REFLECT THE GOOD FAITH DISCLOSURE, THE FACTS DISCLOSED, WHETHER A QUORUM WAS PRESENT WITHOUT THE INTERESTED DIRECTOR'S PARTICIPATION, AND THE ABSTENTION FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF OFFICERS IS DETERMINED USING SALARY SURVEY INFORMATION FROM SEVERAL SOURCES, INCLUDING THE MANAGEMENT RESOURCES ASSOCIATION AND OTHER INTERNET SITES. ALL ANTICIPATED COMPENSATION IS BUDGETED AND INCLUDED IN THE ANNUAL BUDGET, WHICH IS APPROVED BY THE BOARD OF DIRECTORS. 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. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -114,364. ST COLETTA OF WISCONSIN CHARITABLE FOUNDATION INC N4637 COUNTY ROAD Y JEFFERSON WI 53549 392035446 SUPPORT TO ST. COLETTA OF WISCONSIN, INC. WI 501(C)(3) LINE 12A, I ST COLETTA OF WISCONSIN INC 0 ALVERNO HOUSING CORPORATION N4637 COUNTY ROAD Y JEFFERSON WI 53549 391441818 HOUSING FOR DEVELOPMENTALLY DISABLED INDIVIDUALS WI 501(C)(3) LINE 10 ST COLETTA OF WISCONSIN INC 1 TAU CROSSING HOUSING CORPORATION N4637 COUNTY ROAD Y JEFFERSON WI 53549 753093067 HOUSING FOR DEVELOPMENTALLY DISABLED INDIVIDUALS WI 501(C)(3) LINE 12B, II ST COLETTA OF WISCONSIN INC 1 TAU CROSSING HOUSING CORPORATION II N4637 COUNTY ROAD Y JEFFERSON WI 53549 200614159 SUPPORTIVE HOUSING FOR PERSONS WITH DEVELOPMENTAL DISABILITIES WI 501(C)(3) LINE 12B, II ST COLETTA OF WISCONSIN INC 1 ILLINOIS FRIENDS FOR ST COLETTA - WISCONSIN 1508 N LINCOLN CT ARLINGTON HEIGHTS IL 60004 363806798 SUPPORT TO ST. COLETTA OF WISCONSIN, INC. IL 501(C)(3) LINE 12A, I N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 1 0 ALVERNO HOUSING CORPORATION K 132356 BOOK VALUE ALVERNO HOUSING CORPORATION Q 115454 BOOK VALUE