2018-01-10T08:42:03-06:00 2017-06-30 390758449 Wipfli LLP PO Box 8700 Madison WI 537088700 990 2016-07-01 390816855 St Coletta of Wisconsin Inc STCO 9206744330 N4637 County Road Y Jefferson WI 53549 Ted Behncke President 9206744330 2017-12-21 1 Jean Christensen P00368719 6082741980 2017-12-21 216.54.158.12 2017-12-21 11:09:09 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 D39DFCF308E29798099C6E98D97B6F6C3915D4BA 2016 2021-01-29 14:40:06Z Ted Behncke N4637 County Road Y Jefferson WI 53549 15951037 0 0928 X www.stcolettawi.org X 1913 WI Support persons with developmental & other challenges to achieve a high quality of life. 11 11 593 75 0 0 3091302 1202378 13523605 13883961 2703 740011 97360 77202 16714970 15903552 0 5950 0 0 12888941 14755163 0 0 192995 4017324 4218659 16906265 18979772 -191295 -3076220 30178374 28119013 3869435 4101374 26308939 24017639 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 16465785 5950 13883961 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. 16465785 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 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 16 0 1 593 1 0 0 0 0 0 1 1 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 Darla Keuler-Gehl 9206744330 N4637 County Road Y Jefferson WI 53549 Sue Felan director 1.00 3.00 X 0 0 0 Tim Hood director 1.00 4.00 X 0 0 0 Melissa Klein Director 1.00 3.00 X 0 0 0 Sister Julianne Koch OSF director 1.00 3.00 X 0 0 0 Sister Rita Kosednar OSF 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 Sharon Thyne Director 1.00 3.00 X 0 0 0 Gregory Ksicinski Chair 1.00 4.00 X X 0 0 0 Michael Stingl Vice Chair 1.00 3.00 X X 0 0 0 Chris Nash Treasurer 1.00 4.00 X X 0 0 0 Ted Behncke President 40.00 4.00 X 180797 0 2458 Darla Keuler-Gehl Controller 40.00 3.00 X 82530 0 17034 263327 0 19492 1 0 1 0 0 55000 114072 1033306 37652 1202378 Adult Program Revenue 623990 11239290 11239290 Vocational Services Revenue 561300 2097187 2097187 Community Services Revenue 624200 502265 502265 Training Revenue 541900 27951 27951 Facilities Operations Revenue 531390 17268 17268 13883961 259311 259311 49362 0 49362 49362 49362 284366 197085 0 751 284366 196334 480700 480700 25137 15165 9972 9972 21153 31569 -10416 -10416 28284 28284 28284 15903552 13883961 0 817213 5950 5950 299354 299354 11713807 10950905 684321 78581 77138 72010 4655 473 1798182 1619720 162004 16458 866682 778688 81485 6509 10346 10346 36750 36750 67744 67744 353335 183000 158835 11500 45927 45927 961323 818150 79739 63434 4129 3789 340 1382569 1148935 221233 12401 54133 42122 10375 1636 67824 54824 13000 42882 42882 666520 454894 211626 505770 270331 234703 736 License and fees 19407 16540 1600 1267 18979772 16465785 2320992 192995 891384 769746 7763 367719 1235143 844743 120636 0 37279 124259 21417368 10431790 11479495 10985578 0 13507640 16100977 1077154 305697 442174 30178374 28119013 1409071 1507163 2124919 2317056 335445 277155 3869435 4101374 X 24882408 22645520 806806 731021 619725 641098 26308939 24017639 30178374 28119013 X -3076220 813005 -28085 X 0 1 X 1 1 1 X 1856924 2103410 1834315 3091302 1202378 10088329 14174490 13985947 13569614 13523605 13883961 69137617 99889 62514 121210 40992 74574 399179 16131303 16151871 15525139 16655899 15160913 79625125 1000300 1000000 1010070 2015220 18455 5044045 0 1000300 1000000 1010070 2015220 18455 5044045 74581080 30242 43751 81465 58371 308673 522502 30242 43751 81465 58371 308673 522502 427632 427632 16161545 16623254 15606604 16714270 15469586 80575259 0.92560 0.90580 0.00650 0.00280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1394996 1394996 16535536 8173411 8362125 3357875 2258379 1099496 128961 128961 10985578 Obligation to provide future services under continuing care agreements 276455 Tenant Security Deposits Liability 700 277155 X 16688472 813005 -28085 784920 15903552 0 15903552 18979772 0 18979772 0 18979772 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 -28,085. Genesis Gala 25137 25137 700 2520 9693 2000 252 25137 25137 700 2520 9693 2000 252 15165 9972 21153 29900 1669 1 1.00000 21153 29900 1669 31569 -10416 WI 1 0 0 0 Darla Keuler-Gehl N4637 County Road Y Jefferson WI 53549 0 0 0 Tau Crossing Housing Corporation N4637 County Road Y Jefferson WI 53549 753093067 501(C)(3) 5950 General Assistance 1 0 X X 0 0 0 0 0 0 0 0 0 Ted Behncke President 179363 0 25 0 1409 0 0 0 2458 0 183255 0 0 0 X 6 29026 New York Stock Exchange X 1 8626 US Dept. of Treasury 0 0 1 1 Part I, Line 32b: The organization uses Robert W. Baird to sell contributed securities. 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 surveys from the Management Resource Association or salary.com for wage data. Wage increases are included in the annual budget and 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 -28,085. 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 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 alverno Housing corporation K 111937 book value Alverno Housing corporation Q 106485 book value Illinois friends for St Coletta - Wisconsin C 55000 book value