2015-01-28T12:58:13-06:00 2014-06-30 390758449 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2013-07-01 390816855 ST COLETTA OF WISCONSIN INC STCO 9206744330 N4637 COUNTY ROAD Y JEFFERSON WI 53549 ANTHONY S LODUCA PRESIDENT & CEO 9206744330 2014-12-17 1 AMANDA VANNATTA P00948755 6082741980 2014-12-17 2013 2016-03-07 17:11:31Z ANTHONY S LODUCA N4637 COUNTY ROAD Y JEFFERSON WI 53549 16752628 0 0928 X WWW.STCOLETTAWI.ORG X 1913 WI SUPPORT PERSONS WITH DEVELOPMENTAL & OTHER CHALLENGES TO ACHIEVE A HIGH QUALITY OF LIFE. 10 10 572 89 0 0 1856924 2103410 14174490 13985947 -43199 18425 123702 523675 16111917 16631457 0 0 0 0 11377034 11532949 0 0 198910 3603210 3838470 14980244 15371419 1131673 1260038 26478613 29308475 3599292 3447434 22879321 25861041 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 13077749 0 13985947 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. 13077749 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 18 0 1 572 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI IL X ANTHONY S LODUCA 9206744330 N4637 COUNTY ROAD Y JEFFERSON WI 53549 H JAMES ANDERSON DIRECTOR 1.00 3.00 X 0 0 0 KRISTIN BAIRD DIRECTOR 1.00 3.00 X 0 0 0 SISTER JULIANNE KOCH OSF DIRECTOR 1.00 3.00 X 0 0 0 AL DI LUIGI DIRECTOR 1.00 3.00 X 0 0 0 CHRIS NASH DIRECTOR 1.00 4.00 X 0 0 0 SISTER ELEANOR SMITH OSF DIRECTOR 1.00 3.00 X 0 0 0 MICHAEL STINGL DIRECTOR 1.00 3.00 X 0 0 0 DR MARNA BOYLE BOARD CHAIR 1.00 4.00 X X 0 0 0 GREGORY KSICINSKI BOARD VICE-CHAIR/TREASURER 1.00 4.00 X X 0 0 0 SISTER RITA KOSEDNAR OSF SECRETARY 1.00 3.00 X X 0 0 0 ANTHONY S LODUCA PRESIDENT & CHIEF EXECUTIVE OFFICER 40.00 4.00 X 162937 0 953 DONALD J BUSAKOWSKI VP & CHIEF FINANCIAL OFFICER 40.00 4.00 X 47435 0 4428 TED J BEHNCKE VP & CHIEF OPERATING OFFICER 40.00 3.00 X 96840 0 1098 307212 0 6479 1 0 1 0 0 61383 110382 1931645 37498 2103410 ADULT PROGRAM REVENUE 623990 11723490 11723490 VOCATIONAL SERVICES REVENUE 624100 1717291 1717291 COMMUNITY SERVICES REVENUE 624200 480966 480966 FACILITIES OPERATIONS REVENUE 531390 30130 30130 TRAINING REVENUE 541900 20549 20549 13521 13521 13985947 10222 10222 33529 0 33529 33529 33529 129374 121171 8203 8203 8203 GAIN ON OBLIGATION TO PROVIDE FUT 900099 258787 258787 WORKERS COMPENSATION REFUND 900099 168845 168845 62514 62514 490146 16631457 13985947 0 542100 378769 378769 9023913 8261926 648506 113481 1411672 1328139 76102 7431 718595 632038 77876 8681 32618 32618 34300 34300 50857 50857 235217 76915 147497 10805 61806 61806 814537 675745 89180 49612 58485 52404 6081 1338994 1112648 219486 6860 138434 100938 36067 1429 35415 26188 9227 83764 83764 646065 432647 213418 264846 138602 125633 611 43132 43132 15371419 13077749 2094760 198910 214267 1101431 1250531 655837 740308 739757 369662 258380 10396 15881 19655111 8687760 11183948 10967351 12039157 15260838 670344 309000 26478613 29308475 901882 1200994 2315285 2122000 382125 124440 3599292 3447434 X 21570084 24531063 640784 611802 668453 718176 22879321 25861041 26478613 29308475 X 1260038 1721682 X 0 1 X 1 1 1 X 2922816 2773343 4145136 1856924 2103410 13801629 13575540 13437844 14009753 14174490 13985947 69183574 5422 10833 10005 99889 62514 188663 16503778 16222020 18164894 16131303 16151871 83173866 2000655 1958852 2153835 1000300 1000000 8113642 0 2000655 1958852 2153835 1000300 1000000 8113642 75060224 70766 92490 22939 30242 43751 260188 70766 92490 22939 30242 43751 260188 427632 427632 16574544 16314510 18187833 16161545 16623254 83861686 0.89500 0.89320 0.00310 0.00330 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: GAIN ON OBLIGATION TO PROVIDE FUTURE SVCS CONTRACT - 2013 AMOUNT: $ 258,787. WORKERS COMPENSATION REFUND - 2013 AMOUNT: $ 168,845. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1207731 1207731 15458292 6833085 8625207 2855071 1854675 1000396 134017 134017 10967351 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 14855032 F INTEREST IN CHARITABLE REMAINDER TRUSTS 405806 F 15260838 OBLIGATION TO PROVIDE FUTURE SERVICES UNDER CONTINUING CARE AGREEMENTS 123940 TENANT SECURITY DEPOSITS LIABILITY 500 124440 X 18353139 1721682 1721682 16631457 0 16631457 15371419 0 15371419 0 15371419 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. FEDERAL RETURNS FOR THE TAX YEARS ENDED 2011 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 1,721,682. X X 0 0 0 0 0 0 0 0 0 ANTHONY S LODUCA PRESIDENT & CHIEF EXECUTIVE OFFICER 151634 0 2327 0 8976 0 0 0 953 0 163890 0 0 0 X 8877 THRIFT STORE VALUE X 5 28621 SELLING PRICE OF COMPARA 0 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES ROBERT W. BAIRD TO SELL CONTRIBUTED SECURITIES. FORM 990, PART VI, SECTION B, LINE 11 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 1,721,682. 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 11A, 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 9 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 11B, 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 11B, 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 11A, I N/A 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 ALVERNO HOUSING CORPORATION K 107005 BOOK VALUE ALVERNO HOUSING CORPORATION Q 127547 BOOK VALUE