2025-09-04T07:35:47-05:00 2024-12-31 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 222 MILWAUKEE WI 53202 990 2024-01-01 391757756 ST ANN CENTER FOR INTERGENERATIONAL CARE STAN 4149775000 2801 E MORGAN AVENUE MILWAUKEE WI 53207 DEREK GOODMAN PRESIDENT AND CEO 4149775000 2025-09-04 1 0 BRIAN FALK P01427495 4142711451 2025-08-29 2024 2025-03-06 01:10:19Z DEREK GOODMAN 2801 E MORGAN AVENUE MILWAUKEE WI 53207 12855442 0 X WWW.STANNCENTER.ORG X 1983 WI TO PROVIDE A CHEERFUL, HOMEY PLACE WHERE CLIENTS & THEIR FAMILIES RECEIVE A FULL RANGE OF CARE & THERAPIES IN ONE SETTING. 13 13 270 1987 0 0 4476976 3553535 6594224 6627540 450755 326354 475156 333807 11997111 10841236 17031 100012 0 0 6758125 7106201 0 0 496858 4078206 4039050 10853362 11245263 1143749 -404027 25397877 25733070 427095 1107688 24970782 24625382 X TO PROVIDE A CHEERFUL, HOMEY PLACE WHERE CLIENTS & THEIR FAMILIES RECEIVE A FULL RANGE OF CARE & THERAPIES IN ONE SETTING.THE ORGANIZATION HAS A COMMITMENT TO PROVIDE MANY OPPORTUNITIES FOR THE GENERATIONS-YOUNG & OLD-TO COME TOGETHER FOR LEARNING, LOVING AND LAUGHTER AS WELL AS TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE OF ALL AGES IN OUR COMMUNITY REGARDLESS OF FAITH, CULTURE, OR ABILITY TO PAY. 0 0 6399437 5784360 DAY SERVICES ADD TO THE QUALITY OF LIFE FOR THE YOUNG, FRAIL SENIOR CITIZENS, AND PERSONS WITH DISABILITIES. SERVICES INCLUDE BATH, MASSAGE, BEAUTICIAN, AQUATICS, CERAMICS PROGRAM, ART PROGRAM, ENTERTAINMENT, THERAPY. ALSO A NUTRITIOUS HOT LUNCH IS SERVED. 1168932 718192 RESPITE CENTER: WE HAVE NINE OVERNIGHT BEDS WHERE CLIENTS OVER AGE 18 CAN STAY UP TO TWENTY-ONE DAYS/NIGHTS GIVING CAREGIVERS A BREAK. OTHER PROGRAMS: WE HAVE A "BUDDY PROGRAM" WHICH TEACHES MAINLY INNER CITY YOUTH WHO ARE GENERALLY IN THEIR TEENS THINGS LIKE HOW TO APPLY FOR A JOB, HOW TO PRESENT ONE'S SELF WHEN INTERVIEWING FOR A JOB, THE RESPONSIBILITIES OF HAVING A JOB, THE ACTUAL EXPERIENCE OF HOLDING A JOB HERE AT ST. ANN CENTER, LEARNING WHAT A CHECK FOR SERVICES RENDERED IS ALL ABOUT BY ACTUALLY RECEIVING A SMALL STIPEND FOR THE SERVICES RENDERED HERE AT THE CENTER AND THE ACTUAL EXPERIENCE OF GOING TO A BANK AND ACTUALLY CASHING THAT CHECK.WELLNESS: ST. ANN CENTER'S WELLNESS SERVICES FOCUS ON PROMOTING THE HEALTH OF THE WHOLE PERSON-BODY, MIND AND SPIRIT. THESE SERVICES INCLUDE: MASSAGE, USED AS A THERAPY FOR AN INJURY OR CHRONIC PAIN, AS WELL AS STRESS MANAGEMENT; MUSIC THERAPY, A UNIQUE AND CREATIVE WAY TO RESPOND TO THE PHYSICAL, EMOTIONAL, COGNITIVE AND SOCIAL NEEDS OF PEOPLE OF ALL AGES THROUGH THE UNIVERSAL LANGUAGE OF MUSIC; AN AQUATIC CENTER, USED TO TEACH CHILDREN TO SWIM AND TO PROVIDE WARM WATER THERAPY FOR CLIENTS WITH PHYSICAL OR COGNITIVE CONCERNS; A BEAUTY SALON WHICH PROVIDES HAIR AND NAIL CARE, PROMOTING CLIENT HYGIENE AND FEELINGS OF WELLBEING; ART, JEWELRY-MAKING AND CERAMICS SESSIONS FOR CHILDREN AND ADULTS, INCORPORATING BASIC THERAPEUTIC GOALS AIMED AT BUILDING SOCIAL SKILLS, SELF-ESTEEM, FINE MOTOR SKILLS, CREATIVITY AND SELF-EXPRESSION THROUGH THE ARTS. 132524 23531 THERAPY ADDS TO THE QUALITY OF LIFE FOR FRAIL SENIORS, PERSONS WITH DISABILITIES, AND THE INJURED. WE OFFER PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY TO BOTH OUR OWN CLIENTS AND PEOPLE IN THE COMMUNITY. GRANTS WERE PAID TO SUPPORT COMMUNITY PROGRAMS IN WORK STUDY AND FAITHFULNESS. 1745734 100012 191023 OTHER PROGRAM SERVICES 1745734 100012 191023 9446627 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 35 0 1 270 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 0 1 1 1 1 0 WI X X SALLY PARENTE 4149775000 2801 E MORGAN AVENUE MILWAUKEE WI 53207 DEREK GOODMAN PRESIDENT AND CEO 40.00 X 36654 0 1784 LEANZIE HANDFORD FORMER CFO 1.00 X 49135 0 0 SALLY PARENTE CFO 1.00 X 64871 0 25584 SR EDNA LONERGAN EXECUTIVE DIREC 40.00 X 72166 0 0 TEMIDAYO AKANDE CHIEF OPERATING OFFICER 40.00 X 90777 0 27404 JOHN GLASER FORMER CFO 8.00 X 8666 0 0 TIMOTHY W SULLIVAN CHAIR 1.00 X X 0 0 0 KRISTEN KRIEGBAUM VICE CHAIR 1.00 X X 0 0 0 ANGELA THOMPSON DIRECTOR 1.00 X 0 0 0 CRAIG MACKUS DIRECTOR 1.00 X 0 0 0 DR MICHAEL GOSS DIRECTOR 1.00 X 0 0 0 JEREMY MOORE DIRECTOR 1.00 X 0 0 0 MARILYN MILLER DIRECTOR 1.00 X 0 0 0 PETER KORDUS DIRECTOR 1.00 X 0 0 0 RAMONA DICKS-WILLIAMS DIRECTOR 1.00 X 0 0 0 SR ANN KELLEY DIRECTOR 1.00 X 0 0 0 SR DIANE OMAN DIRECTOR 1.00 X 0 0 0 WILLIAM REILLEY DIRECTOR 1.00 X 0 0 0 ZAK WROBLEWSKI DIRECTOR 1.00 X 0 0 0 322269 0 54772 0 0 0 0 UNITED HEALTHCARE INSURANCE 9700 HEALTH CARE LN MINNETONKA MN 55343 HEALTH INSURANCE 505424 GT PRIVATE DETECTIVE AGENCY LLC PO BOX 916 MILWAUKEE WI 53201 SECURITY SERVICES BUCYRUS 238569 US FOOD SERVICE 3682 COLLECTIONS CTR DIR CHICAGO IL 60693 FOOD FOR KITCHEN 170955 WE ENERGIES PO BOX 90001 MILWAUKEE WI 53290 ELECTRICAL POWER 166025 GANNET WISCONSIN LOCALIQ 333 WEST STATE STREET MILWAUKEE WI 53203 DIGITAL SERVICES 146435 5 45703 987661 239710 2280461 3553535 DAYCARE FEE INCOME 624410 5727968 5727968 RESPITE CENTER 623000 718423 718423 CLIENT SERVICES FEES 624100 88009 88009 WELLNESS FEE INCOME 624100 69609 69609 THERAPY FEE INCOME 624100 23531 23531 6627540 308572 308572 9848 0 9848 9848 9848 1149049 9755 1141022 0 8027 9755 17782 9755 8027 133888 45703 86000 47888 47888 955850 749742 206108 206108 93570 37442 56128 56128 OTHER REVENUE 900099 13835 13835 13835 10841236 6717106 0 570595 100012 100012 340991 283825 38113 19053 5736367 4789905 630603 315859 57277 29541 23992 3744 490155 427753 30484 31918 481411 372535 86549 22327 42550 23491 17593 1466 588974 365037 210027 13910 34988 2345 90 32553 640468 548206 58539 33723 1388670 1356514 26226 5930 66929 33083 33846 3093 799 2294 7103 5527 1576 521163 478260 42903 165021 104427 46407 14187 FOOD 383601 383601 MISCELLANEOUS 90508 86536 3842 130 BAD DEBT EXPENSE 31954 0 31954 0 ENTERTAINMENT 24664 21722 2442 500 49364 33508 14298 1558 11245263 9446627 1301778 496858 346325 249207 2775746 2882151 95089 250543 818782 1398171 15568292 15042882 7653 6195 26062 38746 12470122 8865481 3833632 3604641 1515423 1617041 331116 353423 79757 290070 25397877 25733070 332605 504783 300000 94490 302905 427095 1107688 X 23589119 23117039 1381663 1508343 24970782 24625382 25397877 25733070 -404027 58627 0 X X 0 1 X 1 0 X 2824916 6998982 2684950 4476976 3553535 20539359 2824916 6998982 2684950 4476976 3553535 20539359 1974034 18565325 227917 311132 141492 450755 318420 1449716 1284894 1570169 1347864 1262513 1197143 6662583 28651658 27547012 0.64800 0.64760 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING - 2020 AMOUNT: $ 12,231. 2021 AMOUNT: $ 127,797. 2022 AMOUNT: $ 121,924. 2023 AMOUNT: $ 136,138. 2024 AMOUNT: $ 133,888. GAMING - 2020 AMOUNT: $ 1,190,500. 2021 AMOUNT: $ 1,196,025. 2022 AMOUNT: $ 1,143,641. 2023 AMOUNT: $ 1,020,300. 2024 AMOUNT: $ 955,850. INVENTORY - 2020 AMOUNT: $ 62,238. 2021 AMOUNT: $ 68,544. 2022 AMOUNT: $ 82,299. 2023 AMOUNT: $ 97,275. 2024 AMOUNT: $ 93,570. OTHER - 2020 AMOUNT: $ 14,925. 2021 AMOUNT: $ 174,883. 2023 AMOUNT: $ 6,600. 2024 AMOUNT: $ 13,835. INSURANCE PROCEEDS - 2020 AMOUNT: $ 5,000. 2021 AMOUNT: $ 2,920. 2023 AMOUNT: $ 2,200. 2024 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1650597 110775 1761372 1545375 105222 1650597 1581696 -36321 1545375 1453374 128322 1581696 1399228 54146 1453374 0.26000 0.43000 0.31000 1 0 11146799 7763592 3383207 1323323 1101889 221434 3604641 CLIENT DEPOSITS 15819 LEASE LIABILITIES 287086 302905 X 9829479 58627 -1107826 -1049199 10878678 -37442 -37442 10841236 11055494 -189769 -189769 11245263 0 11245263 PART V, LINE 4: THE HARRY & JEANETTE WEINBERG ENDOWMENT FUND INVESTMENT EARNINGS ARE BEING USED TO SUPPORT THE ADULT DAYCARE SERVICES AT THE STEIN CAMPUS. PART X, LINE 2: ST. ANN CENTER FOR INTERGENERATIONAL CARE, INC. IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF DECEMBER 31, 2024, THE ORGANIZATIONS HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. THE ORGANIZATIONS DO NOT ANTICIPATE ANY SIGNIFICANT CHANGES TO UNRECOGNIZED INCOME TAX BENEFITS OVER THE NEXT YEAR. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCOME - ST. ANN PROPERTIES 1,021,217. ELIMINATIONS - ST. ANN PROPERTIES -2,129,043. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -37,442. PART XII, LINE 2D - OTHER ADJUSTMENTS: ELIMINATIONS - ST. ANN PROPERTIES -2,129,043. COST OF GOODS SOLD 37,442. EXPENSES - ST. ANN PROPERTIES 1,901,832. NEVINS 157391 45703 111688 76653 GOLF OUTING 22200 22200 9347 179591 45703 133888 86000 86000 47888 955850 749742 0 955850 749742 749742 206108 WI 1 0 1 0 1.00000 JOHN GLASER 2801 EAST MORGAN AVENUE MILWAUKEE WI 53207 0 SALLY PARENTE 64871 COORDINATOR OF RAFFLE X 0 1 SISTERS OF ST FRANCIS OF ASSISI 3221 S LAKE DR SAINT FRANCIS WI 53235 390806271 501(C)3 100000 0 GENERAL SUPPORT 1 PART I, LINE 2: DONATIONS TO SISTERS OF ST. FRANCIS OF ASSISI WERE BASED ON NEED. FORM 990, PART VI, SECTION A, LINE 6 LINE 6 EXPLANATION - MEMBERS ARE THE CANONICALLY ELECTED ADMINISTRATIVE TEAM OF THE CORPORATION'S SPONSORING ENTITY, THE SISTERS OF ST. FRANCIS OF ASSISI FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - APPOINT AND REMOVE DIRECTORS FROM THE CORPORATION'S BOARD OF DIRECTORS FORM 990, PART VI, SECTION A, LINE 7B LINE 7B EXPLANATION - - REVIEW STATEMENTS OF CORPORATE MISSION, PHILOSOPHY, OR PURPOSE - REVIEW ARTICLES OF INCORPORATION, BYLAWS, AND ANY PLAN FOR MERGER OR DISSOLUTION - SELECT THE INDEPENDENT AUDITORS AND ATTORNEYS TO BE RETAINED - REVIEW ANNUAL OPERATING AND CAPITAL BUDGETS - APPROVE ANY UNBUDGETED CAPITAL EXPENDITURE IN EXCESS OF $25,000, ANY UNSECURED BORROWING IN EXCESS OF $25,000, AND ANY SECURED BORROWING - APPROVE ANY SALE OF REAL PROPERTY OR SUBSTANTIALLY ALL PERSONAL PROPERTY OWNED BY THE CORPORATION - APPROVE ANY LEASE OF REAL PROPERTY - APPROVE SIGNIFICANT CHANGES IN PROGRAMS AND ACTIVITIES - APPROVE ANY PLAN FOR THE SOLICITATION OF CONTRIBUTIONS AND APPROVE ACCEPTANCE OF ANY CHARITABLE CONTRIBUTION THAT IMPOSES A MATERIAL OBLIGATION - APPROVE CREATION OF ANY SUBSIDIARY OR FORMAL AFFILIATION WITH ANOTHER ENTITY FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - 990 WILL BE PROVIDED TO THE AUDIT COMMITTEE FOR APPROVAL ANNUALLY PRIOR TO FILING FORM 990, PART VI, SECTION B, LINE 15 BY ANNUAL REVIEW SUBJECT TO THE PRESIDENT OF THE CORPORATION BY ANNUAL REVIEW SUBJECT TO THE CHAIRMAN OF THE BOARD FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATION PROVIDES DOCUMENTS AVAILABLE TO PUBLIC UPON REQUEST OR ON THE WEBSITE. FORM 990, PART XII, LINE 2C: THERE WAS NO CHANGE IN THE PROCESS FROM PRIOR YEAR. ST ANN CENTER PROPERTIES INC 2801 E MORGAN AVE MILWAUKEE WI 53207 472308420 HOLDS REAL ESTATE WI 501(C)(2) 0 THE SISTERS OF ST FRANCIS OF ASSISI 3221 S LAKE DR ST FRANCIS WI 53235 390806721 FOSTERING CHRISTIAN COMMUNITY WI 501(C)(3) LINE 1 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 ST ANN CENTER PROPERTIES INC S 120182 FMV ST ANN CENTER PROPERTIES INC K 1021200 FMV ST ANN CENTER PROPERTIES INC D 11689382 FMV ST ANN CENTER PROPERTIES INC C 987661 FMV ST ANN CENTER PROPERTIES INC D 915576 A/R THE SISTERS OF ST FRANCIS OF ASSISI B 100000 FMV