2014-02-12T13:21:54-06:00 2013-06-30 430352985 KERBER ECK & BRAECKEL LLP 125 SOUTH 84TH STREET SUITE 100 MILWAUKEE WI 532141498 990 2012-07-01 391606945 VILLA ST FRANCIS INC VILL 4146492888 1910 WEST OHIO STREET MILWAUKEE WI 532154939 PAMELA SCHUTZ 4146492888 2014-02-11 1 TIMOTHY F HARRIS P00010335 4144561099 2014-02-11 2012 2015-11-30 17:44:51Z PAMELA SCHUTZ 1910 WEST OHIO STREET MILWAUKEE WI 532154939 3584760 0 0928 X WWW.VILLASTFRANCIS.ORG X 1988 WI INDEPENDENT AND ASSISTED LIVING HOUSING AND SUPPORT SERVICES FOR SENIORS. 11 8 101 30 0 0 24678 39174 3424003 3205457 344 129 0 340000 3449025 3584760 0 0 0 0 2202931 2232160 0 0 898 1438833 1376273 3641764 3608433 -192739 -23673 3693587 3705935 199037 220743 3494550 3485192 VILLA ST. FRANCIS IS DEDICATED TO PROVIDING QUALITY, RESIDENT-FOCUSED LIVING WHERE DIGNITY AND SELF-WORTH ARE VALUED, LIVES ARE ENRICHED AND RELATIONSHIPS ARE CELEBRATED. 0 0 3195918 3205457 VILLA ST. FRANCIS PROVIDES ASSISTED LIVING APARTMENTS AND PROGRAMMING FOR SENIORS. VILLA'S PROGRAMS ENHANCE THE PHYSICAL, EMOTIONAL, SOCIAL, MENTAL AND SPIRITUAL HEALTH AND WELL-BEING OF RESIDENTS. DURING THE YEAR ENDED JUNE 30, 2013, FORTY-ONE (41) PERCENT OF THE RESIDENTS PARTICIPATED IN THE FAMILY CARE PROGRAM. THE FAMILY CARE PROGRAM (PROGRAM), A PUBLICLY FUNDED PROGRAM, REIMBURSES VILLA AT A FLAT RATE REGARDLESS OF THE SIZE OF UNIT OCCUPIED OR SERVICES REQUIRED BY THE RESIDENT. THE VILLA PROVIDED $378,942 OF UNREIMBURSED SERVICES TO RESIDENTS PARTICIPATING IN THIS PROGRAM DURING THE YEAR ENDED JUNE 30, 2013. 3195918 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 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 0 0 0 1 15 0 1 101 1 0 0 0 0 0 0 0 0 0 0 X 11 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X DAVID ROETTGEN 4146455337 1600 W OKLAHOMA AVE MILWAUKEE WI 532154939 SM RAMONA DOMBROWSKI 0.50 X X 0 0 0 PAMELA SCHUTZ 40.00 X X 82976 0 23375 DAVID WARD 2.00 X X 0 207092 35650 TAMMY STAR 0.50 X 0 0 0 SM JULIE WECKWERTH 0.50 X 0 0 0 CJ KIM 0.50 X 0 0 0 JAY HEITMAN 0.50 X 0 0 0 MARK JOHNSON 0.50 X 0 0 0 ALLEN KINN 0.50 X 0 0 0 CHRIS WIKEN 0.50 X 0 0 0 ANNA ZIZZO 0.50 X 0 0 0 JAMES LUBAWSKI 0.00 X 0 336370 37025 82976 543462 96050 0 1 1 0 UNIDINE CORPORATION 1000 WASHINGTON STREET SUITE 150 BOSTON MA 02118 FOOD SERVICE 236149 1 31497 7677 39174 RESIDENT SERVICES 623990 3205457 3205457 3205457 129 129 TRANSFER FROM RELATED 623990 340000 340000 340000 3584760 3545457 0 129 82976 82976 1588090 1490924 96502 664 33367 29770 3584 13 399891 356782 42950 159 127836 114055 13730 51 1344 1344 24200 24200 38462 38462 102979 102979 69264 42457 26806 1 26531 26531 325242 320491 4751 13165 9561 3604 13770 9280 4488 2 230226 226621 3605 27490 27060 430 FOOD SERVICE 394070 394070 HUMAN RESOURCE SERVICES 29692 17167 12517 8 PURCHASED SERVICES, SUP 29584 4486 25098 ACTIVITIES 26101 26062 39 24153 24153 3608433 3195918 411617 898 252277 14569 39387 44174 71255 103875 24821 68412 7411482 3936577 3305847 3474905 3693587 3705935 199037 220743 199037 220743 X 3494550 3485192 3494550 3485192 3693587 3705935 -23673 14315 0 X 0 1 X 1 0 X 12147 19520 9574 24678 39174 105093 3662401 3846549 3769034 3424003 3205457 17907444 3674548 3866069 3778608 3448681 3244631 18012537 0 0 0 18012537 9391 2511 1512 344 129 13887 9391 2511 1512 344 129 13887 15 15 3683954 3868580 3780120 3449025 3244760 18026439 0.99920 0.99630 0.00080 0.00360 X SCHEDULE A, PART IV, LIST OF UNUSUAL GRANTS: LAND CONTRIBUTION DATE: 01/01/13 AMOUNT: 340000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 340000 340000 6477603 3614032 2863571 593879 322545 271334 3474905 X 3599075 14315 14315 3584760 0 3584760 3608433 0 3608433 0 3608433 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: VILLA ST. FRANCIS, INC. IS A NOT FOR PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM INCOME TAXES ON RELATED INCOME UNDER SECTION 501(A) OF THE CODE. VILLA FOLLOWS THE ACCOUNTING STANDARDS FOR UNCERTAINTY IN INCOME TAXES. THESE STANDARDS REQUIRE ENTITIES TO DISCLOSE IN THEIR FINANCIAL STATEMENTS THE NATURE OF ANY UNCERTAINTIES IN THEIR TAX POSITION. AREAS THAT THE INTERNAL REVENUE SERVICE AND STATE TAX AUTHORITIES CONSIDER WHEN EXAMINING TAX AND INFORMATION RETURNS OF A TAX-EXEMPT ENTITY INCLUDE, BUT ARE NOT LIMITED TO, TAX-EXEMPT STATUS AND THE EXISTENCE AND AMOUNT OF UNRELATED BUSINESS INCOME. THE VILLA DOES NOT BELIEVE THAT IT HAS ANY UNCERTAIN TAX POSITIONS WITH RESPECT TO THESE OR OTHER MATTERS, AND HAS NOT RECORDED ANY UNRECOGNIZED TAX BENEFITS OR LIABILITY FOR PENALTIES OR INTEREST. X X 0 0 0 0 0 0 0 0 0 DAVID WARD 0 207092 0 0 0 0 0 13168 0 22482 0 242742 0 0 JAMES LUBAWSKI 0 336370 0 0 0 0 0 16334 0 20691 0 373395 0 0 X 1 340000 BASED ON MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS A CORPORATE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE CORPORATE MEMBER (FELICIAN SERVICES, INC.) HOLDS RESERVED POWERS IN ELECTING MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE CORPORATE MEMBER (FELICIAN SERVICES, INC.) HOLDS RESERVED POWERS REGARDING SPECIFIED DECISIONS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO FILING, FORM 990 WAS DISTRIBUTED VIA EMAIL TO EACH DIRECTOR FOR REVIEW AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS OR TRUSTEES AND KEY EMPLOYEES MUST PROVIDE WRITTEN DISCLOSURE REGARDING INTERESTS THAT COULD GIVE RISE TO CONFLICT DURING THE ANNUAL BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE CORPORATE MEMBER (FELICIAN SERVICES, INC.) OBTAINED COMPARABILITY DATA IN DETERMINING COMPENSATION OF THE CEO AND TOP MANAGEMENT OFFICIAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S 990 IS AVAILABLE UPON WRITTEN NOTICE TO THE CONTACT LISTED IN PART VI, SECTION C, LINE 20. PLEASE ALLOW TWENTY-FOUR HOURS, FROM THE TIME THE REQUEST IS RECEIVED, FOR THE COPY TO BE READY FOR PICK-UP AT THE ORGANIZATION'S FRONT DESK. FELICIAN SERVICES INC 3800 W PETERSON AVENUE CHICAGO IL 60659 363685438 PARENT COMPANY IL 501(C)(3) 170(B)(1)(A)(I) CONGREGATION-SRS OF ST FELIX OF CANTALICE 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 1 FELICIAN SERVICES INC (CONTRIBUTIONS) C 31497 CASH RECEIVED CONGREGATION OF THE SISTERS OF ST FELIX OF CANTALICE (TRANSFER OF LAND) S 340000 FAIR VALUE CONGREGATION OF THE SISTERS OF ST FELIX OF CANTALICE (SISTERS SALARIES) P 85080 CASH PAID ST JOSEPH ACADEMY INC (SHARED SERVICES) O 85643 CASH PAID FELICIAN SERVICES INC (FEES PAID) M 24000 CASH PAID IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS SCHEDULE R, PART II, COLUMN A THE REPORTING ORGANIZATION AND ALL RELATED ORGANIZATIONS OF THE CONGREGATION OF THE SISTERS OF ST. FELIX OF CANTALICE ARE INCLUDED IN THE CATHOLIC DIRECTORY.