2012-11-14T12:17:42-06:00 2012-06-30 390758449 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2011-07-01 390816855 ST COLETTA OF WISCONSIN INC STCO 9206748287 N4637 COUNTY ROAD Y JEFFERSON WI 53549 ANTHONY S LODUCA 9206748287 2012-11-06 1 JEAN CHRISTENSEN P00368719 6082741980 2012-11-06 2011 2016-02-24 21:20:13Z ANTHONY S LODUCA N4637 COUNTY ROAD Y JEFFERSON WI 53549 20058782 0 0928 X WWW.STCOLETTAWI.ORG X 1904 WI ST. COLETTA OF WISCONSIN STRIVES TO PROVIDE CONSUMER-DRIVEN PROGRAMS AND SERVICES THAT CONSISTENTLY MEET AND EXCEED THE EXPECTATIONS OF OUR CUSTOMERS. AS ONE OF THE OLDEST ORGANIZATIONS IN THE COUNTRY, OUR RESIDENTIAL, VOCATIONAL/DAY AND PASTORAL PROGRAMS WORK TO UPHOLD THE RIGHTS OF PERSONS WITH DISABILITIES TO BE INCLUDED IN ALL ASPECTS OF LIFE, TO PARTICIPATE AS FULL CITIZENS AND TO DIRECT THE SERVICES AND SUPPORT THEY REQUIRE TO ACHIEVE PERSONAL GOALS. 10 10 613 212 0 0 2773343 4145136 13297847 14009753 179645 608337 139997 17965 16390832 18781191 0 0 0 0 11381690 11914021 0 0 199223 3507614 3862262 14889304 15776283 1501528 3004908 22022742 24487337 3791213 3752940 18231529 20734397 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. 0 0 13343213 14009753 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. 13343213 1 1 0 0 0 0 0 0 1 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 24 0 1 613 1 0 0 0 0 0 1 1 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 MIKE WALLACE 1.00 X X 0 0 0 DR MARNA BOYLE 1.00 X X 0 0 0 JOSEPH P DUFFEY 1.00 X X 0 0 0 JAMES ANDERSON 1.00 X 0 0 0 KRISTIN BAIRD 1.00 X 0 0 0 AL DI LUIGI 1.00 X 0 0 0 GREG KSICINSKI 1.00 X 0 0 0 RITA KOSEDNAR OSF 1.00 X 0 0 0 MARGARET RUDDY OSF 1.00 X 0 0 0 ELEANOR SMITH OSF 1.00 X 0 0 0 ANTHONY S LODUCA 40.00 X 172432 0 880 S BUD KEMPEN 40.00 X 97498 0 10730 THEODORE BEHNCKE 40.00 X 84509 0 454 354439 0 12064 2 0 1 0 0 20610 117520 4007006 56325 4145136 ADULT PROGRAM REVENUE 623990 11441315 11441315 VOCATIONAL SERVICES RE 624100 1889691 1889691 COMMUNITY SERVICE REVE 624100 528119 528119 MISCELLANEOUS REVENUE 900099 87180 87180 TRAINING REVENUE 541900 18426 18426 45022 45022 14009753 4974 4974 17965 0 17965 17965 17965 1267586 603363 1267586 0 0 603363 603363 603363 10005 20610 10005 0 18781191 14009753 0 626302 380494 380494 9292323 8570738 609147 112438 1502727 1413602 80359 8766 738477 655661 74214 8602 40774 40774 43500 43500 350246 100048 250198 47780 47780 868809 731803 79169 57837 1285348 1052530 225617 7201 114483 91516 19164 3803 13978 5829 8149 97535 97535 709926 382087 327839 289883 194084 95223 576 15776283 13343213 2233847 199223 1440630 283235 253803 770380 655833 1084608 11274 -27109 21567249 9996065 10471997 11571184 5947472 9789817 3241733 1015222 22022742 24487337 743266 902972 2667365 2475054 380582 374914 3791213 3752940 X 16132887 19705826 1396172 382009 702470 646562 18231529 20734397 22022742 24487337 X 3004908 -502040 X X 0 1 1 X 1 1 X 1765707 2664026 2922641 2773343 4145136 14270853 14400592 14428595 13531222 13279074 14009753 69649236 16166299 17092621 16453863 16052417 18154889 83920089 125000 1700275 2000655 1958852 2153835 7938617 0 125000 1700275 2000655 1958852 2153835 7938617 75981472 30027 62889 70766 92490 4974 261146 30027 62889 70766 92490 4974 261146 149611 764736 44318 35666 17965 1012296 16345937 17920246 16568947 16180573 18177828 85193531 0.89190 0.98010 0.00310 0.00370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 1223805 1223805 16158116 6790069 9368047 4146046 3205996 940050 39282 39282 11571184 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 9625128 F INTEREST IN CHARITABLE REMAINDER TRUSTS 164689 F 9789817 OBLIGATION TO PROVIDE FUTURE SERVICES UNDER CONTINUING CARE AGREEMENTS 374914 374914 18781191 15776283 3004908 197027 -699067 -502040 2502868 18753096 197024 10005 207029 18546067 235124 235124 18781191 16308760 532477 532477 15776283 0 15776283 PART IV, LINE 2B: THE ORGANIZATION HOLDS FUNDS IN TRUST FOR RESIDENTS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 2008 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 8 - OTHER ADJUSTMENTS: ELIMINATION ADJUSTMENTS RELATED TO CONSOLIDATED FINANCIAL STATEMENTS -699,067. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE 10,005. PART XII, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS RELATED TO CONSOLIDATED ENTITIES REVENUE 235,124. PART XIII, LINE 2D - OTHER ADJUSTMENTS: ELIMINATIONS RELATED TO CONSOLIDATED ENTITIES EXPENSES 522,472. FUNDRAISING EVENT EXPENSE 10,005. GOLF TOURNAMENT 30615 20610 10005 7979 2026 30615 20610 10005 7979 2026 10005 0 X X 0 0 0 0 0 0 0 0 0 ANTHONY S LODUCA 150593 0 13553 0 8286 0 0 0 880 0 173312 0 0 0 X 20407 THRIFT STORE VALUE X 5 27717 FAIR MARKET VALUE X GAME TICKETS 1 2795 FAIR MARKET VALUE X COMPUTER EQUIPMENT 3 5406 THRIFT STORE VALUE 0 1 1 THIRD PARTY USE: PART I, LINE 32B: ORGANIZATION USES A THIRD PARTY 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. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS MONITORED AND FILED AT LEAST ANNUALLY BY THE ADMINISTRATIVE ASSISTANT TO THE PRESIDENT AND CEO. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD APPROVES THE SALARY OF THE PRESIDENT AND CEO. THE ORGANIZATION MAY LOOK AT SALARY SURVEYS FROM OTHER RESOURCES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S BY-LAWS AND ARTICLES OF INCORPORATION ARE FILED WITH THE STATE AND ARE AVAILABLE TO THE PUBLIC. THE BY-LAWS DELINEATE CONFLICT OF INTEREST EXPECTATIONS FOR OFFICERS AND THE GOVERNING BODY OF THE ORGANIZATION. FINANCIAL STATEMENTS ARE SENT TO ALL FUNDING SOURCES AND BANKS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 197,027. ELIMINATION ADJUSTMENTS RELATED TO CONSOLIDATED FINANCIAL STATEMENTS -699,067. TOTAL TO FORM 990, PART XI, LINE 5: -502,040. FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. 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 11B, II N/A 1 ALVERNO HOUSING CORPORATION N4637 COUNTY ROAD Y JEFFERSON WI 53549 391441818 HOUSING TO DEVELOPMENTALLY DISABLED INDIVIDUALS WI 501(C)(3) LINE 9 N/A 1 TAU CROSSING HOUSING CORPORATION N4637 COUNTY ROAD Y JEFFERSON WI 53549 753093067 HOUSING TO DEVELOPMENTALLY DISABLED INDIVIDUALS WI 501(C)(3) LINE 11B, II N/A 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 N/A 1 ILLINOIS FRIENDS FOR ST COLETTA OF WISCONSIN 474 PEBBLE BEACH LN RIVERWOODS IL 60015 363806798 SUPPORT TO ST. COLETTA OF WISCONSIN, INC. IL 501(C)(3) LINE 11A, I N/A 0 ST COLETTA HOLDINGS LLC N4637 COUNTY ROAD Y JEFFERSON WI 53549 273417253 MANAGING AND SELLING ST. COLETTA CAMPUS PROPERTY WI N/A RELATED -146287 0 1 0.50000 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 ST COLETTA HOLDINGS LLC P 80448 BOOK VALUE ST COLETTA HOLDINGS LLC R 647443 BOOK VALUE ALVERNO HOUSING CORPORATION I 112767 BOOK VALUE ALVERNO HOUSING CORPORATION P 126925 BOOK VALUE TAU CROSSING HOUSING CORPORATION I 30056 BOOK VALUE TAU CROSSING HOUSING CORPORATION P 36019 BOOK VALUE TAU CROSSING HOUSING CORPORATION II I 31650 BOOK VALUE TAU CROSSING HOUSING CORPORATION II P 35152 BOOK VALUE ST COLETTA HOLDINGS LLC C 1353713 BOOK VALUE