ST JOSEPH RESIDENCE INC MRS SHAW: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ST JOSEPH RESIDENCE INC MRS SHAW (EIN 39-1087412)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-27
- IRS object ID
- 201322399349300622
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-27T15:01:46-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391173131 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHENCK SC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23819 | AddressLine1 |
| City | GREEN BAY | City |
| State | WI | State |
| ZIP Code | 543053819 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391087412 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST JOSEPH RESIDENCE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STJO | NameControl |
| Phone | 9209825310 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 E BECKERT ROAD | AddressLine1 |
| City | NEW LONDON | City |
| State | WI | State |
| ZIP Code | 54961 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUE WOLFE | Name |
| Title | EXECUTIVE ASSISTANT | Title |
| Phone | 9209825310 | Phone |
| Date Signed | 2013-08-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL G DENIS | Name |
| PTIN | P00240969 | PTIN |
| Phone | 9204367800 | Phone |
| Date Prepared | 2013-08-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CHARLES HARTZHEIM | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 E BECKERT ROAD | AddressLine1 |
| City | NEW LONDON | City |
| State | WI | State |
| ZIP Code | 54961 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8289892 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.STJOSEPHRESIDENCE.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1965 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE ELDERLY HEALTHCARE AND HOUSING | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 268 | TotalNbrEmployees |
| Total Nbr Volunteers | 11 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 77207 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 61677 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8191859 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8196156 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6405 | InvestmentIncomePriorYear |
| Investment Income Current Year | 25649 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2750 | OtherRevenuePriorYear |
| Other Revenue Current Year | 910 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8278221 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8284392 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5175081 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4862165 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2656124 | OtherExpensePriorYear |
| Other Expenses Current Year | 2687268 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7831205 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7549433 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 447016 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 734959 | RevenuesLessExpensesCY |
| Total Assets BOY | 7264089 | TotalAssetsBOY |
| Total Assets EOY | 7871939 | TotalAssetsEOY |
| Total Liabilities BOY | 2070178 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1933484 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5193911 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5938455 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE ELDERLY HEALTHCARE AND HOUSING. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6079718 | Expense |
| Revenue | 6977689 | Revenue |
| Description | SKILLED NURSING FACILITY PROVIDED 33,918 DAYS OF CARE IN 2012. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 709735 | Expense |
| Revenue | 1218467 | Revenue |
| Description | COMMUNITY BASED RESIDENTIAL FACILITY AND ASSISTED LIVING PROVIDED 16,911 DAYS OF CARE DURING 2012. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 6789453 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 6 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 268 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUE WOLFE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9209825354 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 E BECKERT ROAD | AddressLine1 |
| City | NEW LONDON | City |
| State | WI | State |
| ZIP Code | 54961 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| CHARLES HARTZHEIM | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| ROGER STEINGRABER | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| ANTHONY VAN KAMPEN | ||||||
| SEC-TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| SISTER ADELE DEMULLING | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM KREJCAREK | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| FATHER DAVID LEWIS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KENNETH BILGRIEN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARK GROSSMAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| STEVE DYRESON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARK HEISE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SISTER ROSEMARIE DUFAULT | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BOB FIETSCH | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 115837 | 0 | 21510 | |
| SUE WOLFE | ||||||
| DIRECTOR OF FINANCIAL SERV | 40.00 | X | 59155 | 0 | 13514 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 174992 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 35024 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 61677 | AllOtherContributions |
| Noncash Contributions | 14947 | NoncashContributions |
| Total Contributions | 61677 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROG.SERV.REVENUE | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 8196156 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8196156 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8196156 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 30910 | TotalRevenueColumn |
| Exclusion | $30,910 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 239 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 5500 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 239 | Securities |
| Other | -5500 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -5261 | TotalRevenueColumn |
| Exclusion | -$5,261 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS REVENUES | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 910 | TotalRevenueColumn |
| Exclusion | $910 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 910 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8284392 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8196156 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $26,559 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 210016 | Total |
| Program Services | 23102 | ProgramServices |
| Management And General | 186914 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3959811 | Total |
| Program Services | 3848415 | ProgramServices |
| Management And General | 111396 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 365034 | Total |
| Program Services | 364363 | ProgramServices |
| Management And General | 671 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 327304 | Total |
| Program Services | 306910 | ProgramServices |
| Management And General | 20394 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2332 | Total |
| Management And General | 2332 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4435 | Total |
| Management And General | 4435 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 681281 | Total |
| Program Services | 641510 | ProgramServices |
| Management And General | 39771 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20102 | Total |
| Program Services | 887 | ProgramServices |
| Management And General | 19215 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63782 | Total |
| Program Services | 40973 | ProgramServices |
| Management And General | 22809 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31831 | Total |
| Program Services | 31831 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 353347 | Total |
| Program Services | 329721 | ProgramServices |
| Management And General | 23626 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22856 | Total |
| Program Services | 4916 | ProgramServices |
| Management And General | 17940 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11520 | Total |
| Management And General | 11520 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 254758 | Total |
| Program Services | 254758 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11333 | Total |
| Program Services | 4093 | ProgramServices |
| Management And General | 7240 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| THERAPY SUPPLIES | 355750 | 355750 | |
| DIETARY SUPPLIES | 222867 | 222867 | |
| NURSING HOME BED ASSESS | 218280 | 218280 | |
| NURSING PROGRAM EXPENSE | 198770 | 198770 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 234024 | Total |
| Program Services | 160587 | ProgramServices |
| Management And General | 73437 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7549433 | Total |
| Program Services | 6789453 | ProgramServices |
| Management And General | 759980 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 604480 | BOY |
| EOY | 332763 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 772132 | BOY |
| EOY | 689622 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 716775 | BOY |
| EOY | 803768 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42598 | BOY |
| EOY | 37612 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24469 | BOY |
| EOY | 14785 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7922849 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5353789 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2645891 | BOY |
| EOY | 2569060 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 844841 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2457744 | BOY |
| EOY | 2579488 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7264089 | BOY |
| EOY | 7871939 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 415728 | BOY |
| EOY | 388854 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 713357 | BOY |
| EOY | 617750 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 941093 | BOY |
| EOY | 926880 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2070178 | BOY |
| EOY | 1933484 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5193911 | BOY |
| EOY | 5938455 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5193911 | BOY |
| EOY | 5938455 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7264089 | BOY |
| EOY | 7871939 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 734959 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 9585 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18082 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 157391 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14982 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 77207 | CurrentTaxYearMinus1Year |
| Current Tax Year | 61677 | CurrentTaxYear |
| Total | 329339 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7629797 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8403793 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8966867 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8191859 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8196156 | CurrentTaxYear |
| Total | 41388472 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7647879 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8561184 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8981849 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8269066 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8257833 | CurrentTaxYear |
| Total | 41717811 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 41717811 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 89049 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3694 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7243 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6405 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30910 | CurrentTaxYear |
| Total | 137301 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 89049 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3694 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7243 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6405 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30910 | CurrentTaxYear |
| Total | 137301 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8024 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3626 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4511 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2750 | CurrentTaxYearMinus1Year |
| Current Tax Year | 910 | CurrentTaxYear |
| Total | 19821 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7744952 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8568504 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8993603 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8278221 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8289653 | CurrentTaxYear |
| Total | 41874933 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99620 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99120 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00330 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00460 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 33972 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 312151 | OtherCostOrOtherBasis |
| Book Value | 346123 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4651787 | OtherCostOrOtherBasis |
| Depreciation | 2947341 | Depreciation |
| Book Value | 1704446 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2810605 | OtherCostOrOtherBasis |
| Depreciation | 2315974 | Depreciation |
| Book Value | 494631 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 114334 | OtherCostOrOtherBasis |
| Depreciation | 90474 | Depreciation |
| Book Value | 23860 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2569060 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| RESIDENT TRUST FUND | 8149 |
| DUE FROM RELATED COMPANY | 2558386 |
| BENEFICIAL INTEREST IN COMMUNITY FOUNDATION | 12953 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2579488 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITY DEPOSITS | Description |
| Amount | $926,880 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 926880 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 8299477 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 9585 | NetUnrealizedGainsInvestments |
| Other Revenues | 5500 | OtherRevenues |
| Revenue Not Rptd F990 | 15085 | RevenueNotRptdF990 |
| Revenue Subtotal | 8284392 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8284392 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7554933 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 5500 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 5500 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7549433 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7549433 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF FIXED ASSETS |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF FIXED ASSETS |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION CURRENTLY HAS NO FORMAL REVIEW PROCESS IN PLACE FOR THE 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD REQUIRES AN ANNUAL CONFLICT OF INTEREST STATEMENT. IT REQUIRES THE BOARD MEMBERS TO DISCLOSE ANY CONFLICT OF INTEREST THAT MAY ARISE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES THESE RECORDS AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WASHINGTON CENTER INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 W WASHINGTON | AddressLine1 |
| City | NEW LONDON | City |
| State | WI | State |
| ZIP Code | 54961 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200349479 | EIN |
| Primary Activities | ASSISTED LIVING, ADULT DAY CARE, SENIOR CENTER | PrimaryActivities |
| Legal Domicile State | WI | LegalDomicileState |
| Exempt Code Section | 501 (C) 3 | ExemptCodeSection |
| Public Charity Status | 509(A)(2) | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WASHINGTON CENTER INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionType |
| Amount Involved | 2558386 | AmountInvolved |
| Method Of Amt Determination | COST | MethodOfAmtDetermination |
Comments