ASCENSION LIVING ALEXIAN VILLAGE MILWAUKEE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ASCENSION LIVING ALEXIAN VILLAGE MILWAUKEE (EIN 39-1351584)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-25
- IRS object ID
- 201242999349300914
- Schema version
- 2011v1.2
- 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 | 2012-10-25T12:44:42-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861065772 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 South Wacker Drive | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391351584 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alexian Village of Milwaukee Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALEX | NameControl |
| Phone | 4143559300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9301 N 76th Street | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 532231074 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Gary Mohn | Name |
| Title | President | Title |
| Phone | 4143559300 | Phone |
| Date Signed | 2012-10-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Laura Gillespie | Name |
| PTIN | P00855604 | PTIN |
| Phone | 3124861000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Gary Mohn | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9301 N 76th Street | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 532231074 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 23207132 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | alexianbrothers.net | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1980 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | AVM carries out the healing mission of the Catholic Church (See Schedule O)as an Alexian Brothers ministry by identifying and developing effective responses to the health and housing needs of those we are called to serve. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 410 | TotalNbrEmployees |
| Total Nbr Volunteers | 180 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 103267 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 149588 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 22465859 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 22728492 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 225264 | InvestmentIncomePriorYear |
| Investment Income Current Year | 329052 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 22794390 | TotalRevenuePriorYear |
| Total Revenue Current Year | 23207132 | 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 | 11596672 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11668165 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 7082 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9926513 | OtherExpensePriorYear |
| Other Expenses Current Year | 10436644 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 21523185 | TotalExpensesPriorYear |
| Total Expenses Current Year | 22104809 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1271205 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1102323 | RevenuesLessExpensesCY |
| Total Assets BOY | 42306124 | TotalAssetsBOY |
| Total Assets EOY | 43174872 | TotalAssetsEOY |
| Total Liabilities BOY | 26148385 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 25954967 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16157739 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 17219905 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Alexian Village of Milwaukee, Inc. ("AVM") carries out the healing mission of the Catholic Church as an Alexian Brothers ministry by identifying and developing effective responses to the health and housing needs of those we are called to serve. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8568157 | Expense |
| Revenue | 9765379 | Revenue |
| Description | AVM is a Continuing Care Retirement Community, which includes a Skilled Nursing Facility (SNF). Our SNF, inspired by the healing mission of the Alexian Brothers to the elderly, provides a continuum of care to residents that maximize dignity and independence. Rooted in the Catholic tradition of caring, the staff is committed to promoting the well-being of those we serve through the delivery of quality care. The SNF has 108 beds with an average occupancy of 96. In 2011, 10,270 days of care were provided to Medicaid recipients. 7,278 days were provided to Medicare recipients. Reimbursement for Medicaid residents was approximately $704,044 less than costs. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3217405 | Expense |
| Revenue | 3712611 | Revenue |
| Description | AVM has an Assisted Living Facility (AL). Licensed as a Community Based Residential Facility (CBRF) this area cares for 78 persons each day. The residents need support 24 hours a day ranging from simple assistance to those with severe signs of dementia. Regardless of one's ability to pay, AVM continues to provide care for its residents. In 2011 approximately $73,000 of charity care was provided. In addition, we were reimbursed approximately $70,000 for Medicaid residents living in this area. For all levels of care we maintain an active Pastoral Care staff that visits residents frequently, provides daily mass and pastoral counseling. All religions are supported. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6608015 | Expense |
| Revenue | 8529445 | Revenue |
| Description | AVM includes Independent Apartments. AVM has 242 independent apartments and averages 276 persons. Most AVM residents have a Life Care contract whereby AVM agrees to provide services in our SNF and AL areas at their apartment rent plus a small additional fee, for the rest of the resident's life. Rental contracts are also available. On all levels of care, where reimbursement is less than cost, AVM absorbs the difference in meeting its mission to the community. This is regardless of race, creed, sex, origin, handicap, age or ability to pay. Residents and employees are active in providing support to our local community through such things as tutoring, and providing meals to the homeless. Regardless of one's ability to pay, AVM continues to provide care for its residents. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 753902 | Expense |
| Revenue | 721057 | Revenue |
| Description | Alexian Village of Milwaukee, Inc. offers Adult Day Care and other programs. The Adult Day Center is a social model that offers services for the surrounding community. Over half of the clients qualify for the Medicaid program. The services offered to the community include educational, fitness, memory and wellness programs. Strengthened by community, prayer, commitment to the poor, and the legacy of its founders, the Alexian Brothers witness the healing Christ by a holistic approach to promoting health and caring for the sick, dying, aged and unwanted. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 753902 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 721057 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 19147479 | 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 | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | 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 | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 1 | 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 | 1 | 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 | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 47 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 410 | 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 |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| 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 | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | 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 | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | 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 | Tom McCormick | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4143559300 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9301 N 76th Street | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 532231074 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Gary Mohn | ||||||||
| President | 40.00 | X | X | 0 | 221389 | 59859 | ||
| Curtis A Paulsen | ||||||||
| Chairperson | 1.00 | X | X | 0 | 0 | 0 | ||
| Edward M Brady CPA CVA | ||||||||
| Vice Chairperson | 1.00 | X | 0 | 0 | 0 | |||
| Jean Casey | ||||||||
| Secretary | 1.00 | X | 0 | 0 | 0 | |||
| Brother Daniel McCormick CFA | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Mark Larson | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| James Sances | ||||||||
| Treasurer | 1.00 | X | 0 | 642540 | 143948 | |||
| Virginia Golembiewski | ||||||||
| Assistant Secretary | 1.00 | X | 0 | 69801 | 16144 | |||
| Jim Lewandowski | ||||||||
| VP - Human Resources | 1.00 | 0 | 372210 | 66995 | X | |||
| Tom McCormick | ||||||||
| Director - Finance | 40.00 | 0 | 110563 | 10687 | X | |||
| Debbie Curran | ||||||||
| Director - Health Center | 40.00 | 111294 | 0 | 4425 | X | |||
| Renee Bielinski | ||||||||
| Director - Nursing | 40.00 | 116152 | 0 | 1107 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 227446 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1416503 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 303165 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Aegis Therapy | |||||
| PO Box 8103 | Fort Smith | AR | 72902 | Therapy Services | 1091420 |
| Security Officers Service | |||||
| 6001 W Center Street Suite 205 | Milwaukee | WI | 53210 | Security Services | 169372 |
| HLS-Wheeling | |||||
| 45 W Hintz Road | Wheeling | IL | 600906073 | Laundry Services | 166448 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| All Other Contributions | 149588 | AllOtherContributions |
| Total Contributions | 149588 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Health Care Center-SNF | 623000 | 9467278 | 9467278 |
| Life Care-Independent | 623990 | 8166092 | 8166092 |
| CBRF/Assisted living | 623000 | 3527395 | 3527395 |
| Other Resident Service | 623000 | 846670 | 846670 |
| Adult Day Care | 623990 | 721057 | 721057 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 22728492 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 329052 | TotalRevenueColumn |
| Exclusion | $329,052 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23207132 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22728492 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $329,052 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9408217 | Total |
| Program Services | 8594983 | ProgramServices |
| Management And General | 807885 | ManagementAndGeneral |
| Fundraising | 5349 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 296646 | Total |
| Program Services | 271004 | ProgramServices |
| Management And General | 25473 | ManagementAndGeneral |
| Fundraising | 169 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1283358 | Total |
| Program Services | 1175378 | ProgramServices |
| Management And General | 107250 | ManagementAndGeneral |
| Fundraising | 730 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 679944 | Total |
| Program Services | 621919 | ProgramServices |
| Management And General | 57638 | ManagementAndGeneral |
| Fundraising | 387 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43673 | Total |
| Management And General | 43673 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4878 | Total |
| Management And General | 4878 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 774023 | Total |
| Program Services | 643554 | ProgramServices |
| Management And General | 130469 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71757 | Total |
| Program Services | 184 | ProgramServices |
| Management And General | 71573 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 436287 | Total |
| Program Services | 329799 | ProgramServices |
| Management And General | 106427 | ManagementAndGeneral |
| Fundraising | 61 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106838 | Total |
| Management And General | 106777 | ManagementAndGeneral |
| Fundraising | 61 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1650313 | Total |
| Program Services | 1597890 | ProgramServices |
| Management And General | 52393 | ManagementAndGeneral |
| Fundraising | 30 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26010 | Total |
| Program Services | 17756 | ProgramServices |
| Management And General | 8254 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12847 | Total |
| Program Services | 11651 | ProgramServices |
| Management And General | 1196 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21867 | Total |
| Program Services | 21867 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2241951 | Total |
| Program Services | 2173006 | ProgramServices |
| Management And General | 68906 | ManagementAndGeneral |
| Fundraising | 39 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 243342 | Total |
| Program Services | 243342 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Purchased Svcs-Medical | 1192427 | 1192427 | ||
| Food | 1126951 | 1095361 | 31590 | |
| Medical Supplies | 595055 | 595055 | ||
| Purchased Svcs-Other | 480072 | 76799 | 403044 | 229 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1408353 | Total |
| Program Services | 485504 | ProgramServices |
| Management And General | 922822 | ManagementAndGeneral |
| Fundraising | 27 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22104809 | Total |
| Program Services | 19147479 | ProgramServices |
| Management And General | 2950248 | ManagementAndGeneral |
| Fundraising | 7082 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67506 | BOY |
| EOY | 21469 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1989825 | BOY |
| EOY | 1468920 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152800 | BOY |
| EOY | 149050 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 194421 | BOY |
| EOY | 206411 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 64212834 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 37460078 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23643693 | BOY |
| EOY | 26752756 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12847523 | BOY |
| EOY | 11483033 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3410356 | BOY |
| EOY | 3093233 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42306124 | BOY |
| EOY | 43174872 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1510371 | BOY |
| EOY | 1492389 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8700000 | BOY |
| EOY | 7700000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15938014 | BOY |
| EOY | 16762578 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26148385 | BOY |
| EOY | 25954967 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16079114 | BOY |
| EOY | 17141797 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48615 | BOY |
| EOY | 45393 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30010 | BOY |
| EOY | 32715 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16157739 | BOY |
| EOY | 17219905 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42306124 | BOY |
| EOY | 43174872 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1102323 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -40157 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 112556 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 848824 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 88131 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 103267 | CurrentTaxYearMinus1Year |
| Current Tax Year | 149588 | CurrentTaxYear |
| Total | 1302366 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21005101 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21943640 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21827648 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22465859 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22728492 | CurrentTaxYear |
| Total | 109970740 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21117657 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22792464 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21915779 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22569126 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22878080 | CurrentTaxYear |
| Total | 111273106 | 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 | 111273106 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 998936 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | -620049 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 227714 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 225264 | CurrentTaxYearMinus1Year |
| Current Tax Year | 329052 | CurrentTaxYear |
| Total | 1160917 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 998936 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | -620049 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 227714 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 225264 | CurrentTaxYearMinus1Year |
| Current Tax Year | 329052 | CurrentTaxYear |
| Total | 1160917 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 185401 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 230075 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 218450 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 182840 | CurrentTaxYearMinus1Year |
| Current Tax Year | 149787 | CurrentTaxYear |
| Total | 966553 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22301994 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22402490 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22361943 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22977230 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23356919 | CurrentTaxYear |
| Total | 113400576 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98120 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97950 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01020 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01150 | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 52612 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -488 | InvestmentEarningsOrLosses |
| End Of Year Balance | 52124 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 47669 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 5443 | InvestmentEarningsOrLosses |
| Administrative Expenses | 500 | AdministrativeExpenses |
| End Of Year Balance | 52612 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 38075 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 10096 | InvestmentEarningsOrLosses |
| Administrative Expenses | 502 | AdministrativeExpenses |
| End Of Year Balance | 47669 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 41629 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -3554 | InvestmentEarningsOrLosses |
| End Of Year Balance | 38075 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.62000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.38000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1071250 | OtherCostOrOtherBasis |
| Book Value | 1071250 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 31312670 | OtherCostOrOtherBasis |
| Depreciation | 18130558 | Depreciation |
| Book Value | 13182112 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 31828914 | OtherCostOrOtherBasis |
| Depreciation | 19329520 | Depreciation |
| Book Value | 12499394 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 26752756 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Beneficial Interest in Alexian Brothers Health System, Inc. Investment Trust | 11067482 | F |
| Trustee Held Assets | 250451 | F |
| Unemployment Insurance Bond | 165100 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 11483033 | TotalOfBookValueSecurities |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Deferred Finance Charges | 69875 |
| Land for Future Development | 451036 |
| Temporarily Restricted Assets | 45392 |
| Permanently Restricted Assets | 32715 |
| Intercompany Receivable | 947225 |
| Accommodation Fees Receivable | 1546990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3093233 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Deferred Accommodation Fees | $16,651,739 |
| Reserve for Insurance Losses | $49,432 |
| Security Deposits | $61,407 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 16762578 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | Permanently restricted for employee scholarships. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X: | Alexian Village of Milwaukee, Inc. does not file a separate audit report, but is part of the Alexian Brothers Health System consolidated audit report. There were no uncertain tax positions, and as a result there was no disclosure related to FIN 48 (ASC740) in the December 31, 2011 audit report. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gary Mohn | |||||||||||||
| 0 | 187253 | 0 | 12969 | 0 | 21167 | 0 | 28978 | 0 | 30881 | 0 | 281248 | 0 | 14824 |
| James Sances | |||||||||||||
| 0 | 477155 | 0 | 136544 | 0 | 28841 | 0 | 115746 | 0 | 28202 | 0 | 786488 | 0 | 28841 |
| Jim Lewandowski | |||||||||||||
| 0 | 280338 | 0 | 56701 | 0 | 35171 | 0 | 35309 | 0 | 31686 | 0 | 439205 | 0 | 12354 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part I, Line 3 | Alexian Village of Milwaukee, Inc. follows the requirements set forth in the IRS rebuttable presumption of reasonableness in determining compensation of the CEO and other officers and executives of the Corporation. This function is performed by the Compensation Committee of the Board of Governors of Alexian Brothers Health System which is composed of independent board members. The process includes review of comparability data, retention of an outside compensation consultant, and contemporaneous substantiation of the deliberation and decision through detailed minutes of the Compensation Committee. All of the items in Schedule J, Part I, Line 3 are used by the Committee to establish compensation for the CEO of the organization. | |
| Part III | Part I, Line 4b: Alexian Brothers Health System offers a Supplemental Employee Retirement Plan to all employees who participate in the executive benefits program and whose compensation exceeds the IRS allowable limit for a qualified pension plan. The amount accrued in 2011 was included in income in Schedule J for the following individuals: James Sances - $52,060, Jim Lewandowski - $5,297. | Supplemental Information |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Julie Pommering | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | See Below | Relationship |
| Amount Of Transaction | 100155 | AmountOfTransaction |
| Description Of Transaction | See Below | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Part IV, Column (b): Sister to Board Member.Part IV, Column (d): Employed by Alexian Village of Milwaukee, Inc. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 6 | The Organization has two members, Alexian Brothers Health System (the "National Member") and Alexian Brothers Senior Ministries (the "Area Member"). | |
| Form 990, Part VI, Section A, line 7a | Alexian Brothers Health System has the authority to appoint and remove Directors and Executive Officers of Alexian Village of Milwaukee, Inc. | |
| Form 990, Part VI, Section A, line 7b | Alexian Brothers Health System has principal authority with respect to the following matters: 1) Amendment of the Articles of Incorporation and Bylaws as provided by statute, 2) Appointment and removal of Directors and Executive Officers, 3) Adoption, amendment and repeal of fundamental statements of mission, philosophy, spirit, vision, values and charity policy, and the sponsorship of apostolic activities, 4) Any plan of merger, consolidation, dissolution, sale or lease of all or substantially all of the assets of Alexian Village of Milwaukee, Inc., 5) The annual capital and operating budget and strategic plan of Alexian Village of Milwaukee, Inc., and 6) Other certain reserved powers which Alexian Brothers Health System may designate. | |
| Form 990, Part VI, Section B, line 11 | Alexian Village of Milwaukee, Inc. is an affiliate of Alexian Brothers Health System ("ABHS" or "the System"), which is a Catholic health system. ABHS is the National Member and ultimate parent for each entity within the System. Alexian Village of Milwaukee, Inc.'s Form 990 goes through an intensive review process at the System's Corporate level prior to being filed with the IRS. The entire Form 990 is reviewed by Alexian Village of Milwaukee, Inc.'s financial officer and the CEO. The Form 990 is also reviewed at the System Corporate level by the Chief Accounting Officer for the System. The Vice President and General Counsel for the System reviews all sections of the Form 990 with the exception of the compensation section. The Vice President of Human Resources for Alexian Brothers Health System reviews all compensation disclosures for each entity in Alexian Brothers Health System. These reviews were conducted before the Form 990 was signed and filed with the IRS. In addition, there is also a Compensation Committee that reports to the Alexian Brothers Health System Board of Governors. This Committee reviews the Compensation disclosures for all entities in the System. Alexian Village of Milwaukee, Inc.'s board reports to the Alexian Brothers Health System Board of Governors, which has ultimate oversight of the activities of all entities within the System. The Audit Committee of the Alexian Brothers Health System Board of Governors has responsibility for and oversight of the Tax Compliance process. The Audit Committee provides oversight for the Form 990 process for the entire System and reviews detailed Forms 990 for the System on an as requested basis. It then reports back to the Alexian Brothers Health System Board of Governors on the results of these activities. The Forms 990 not reviewed by the Audit Committee are available to the Audit Committee members upon request. The Audit Committee did not review the 2011 Form 990 for Alexian Village of Milwaukee, Inc. | |
| Form 990, Part VI, Section B, line 12c | Alexian Village of Milwaukee, Inc. collects annual attestations from board members, officers, directors and key employees. The attestations are reviewed by the Alexian Village of Milwaukee, Inc. compliance officer and any conflicts are shared with the Alexian Village of Milwaukee, Inc. Chief Executive Officer. The conflicts are also reviewed by the System's Vice President, Corporate Responsibility Officer. The Audit Committee of the Alexian Brothers Health System Board of Governors monitors and receives reports on the completion of this process. | |
| Form 990, Part VI, Section B, line 15 | Alexian Village of Milwaukee, Inc. follows the requirements set forth in the IRS rebuttable presumption of reasonableness in determining compensation of the CEO and other officers and executives of the Corporation. This function is performed by the Compensation Committee of the Board of Governors of Alexian Brothers Health System which is composed of independent board members. The process includes review of comparability data, retention of an outside compensation consultant, and contemporaneous substantiation of the deliberation and decision through detailed minutes of the Compensation Committee. | |
| Form 990, Part VI, Section C, line 19 | Alexian Village of Milwaukee, Inc.'s financial statements are available through the National Reporting Municipal Services Information Repository (NRMSIR). Conflicts of Interest and the governing documents of Alexian Village of Milwaukee, Inc. are not made available to the public. | |
| Form 990, Part VII: | Average hours devoted to related organizations when related compensation is reported: - James Sances worked 40 hours per week for Alexian Brothers Health System; - Virginia Golemblewski worked 40 hours per week for Alexian Brothers Health System; - Jim Lewandowski worked 40 hours per week for Alexian Brothers Health System; - All others listed in Part VII devote 100% of their time to Alexian Village of Milwaukee, Inc. | |
| Form 990, Part VII, Coloumn E: | Description of reasonable effort made to obtain compensation from related organization: Payroll records are kept that identify which officers/key employees are paid by a related entity. These documents also identify the organization being charged for the officer's/key employee's services. | |
| Form 990, Part XI, line 5: | Net unrealized losses on investments: -40,157. | Changes in Net Assets or Fund Balances: |
| Part VIII, Line 3; Schedule D, Part VII: | The amount reflected as dividends and interest reflects Alexian Village of Milwaukee, Inc.'s share of interest, dividends and realized gains from Alexian Village of Milwaukee's, Inc. beneficial share in the Alexian Brothers Health System, Inc. Investment Trust (ABHSIT). ABHSIT is a related entity whose purpose is to pool the investments of the not-for-profit entities in ABHS and acts as an internal mutual fund. Details of gains and losses are shown on the Form 990 of ABHSIT. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (25 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Alexian Brothers of America Inc | |||||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 600051069 | 362606768 | Religious order of Roman Catholic men | TX | Section 501(c)(3) | 1 | N/A | 0 | |
| Brothers of St Alexius Health and Welfare Fund Inc | |||||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 600051069 | 362976617 | Provides for health & welfare payments for religious sponsor | TX | Section 501(c)(3) | 1 | 1 | Alexian Brothers of America Inc | |
| Alexian Brothers Bonaventure House | |||||||||||
| 825 Wellington Avenue | Chicago | IL | 60657 | 363527899 | Housing and supportive care services for persons with HIV/AIDS | IL | Section 501(c)(3) | 9 | 1 | Alexian Brothers Health System | |
| Alexian Brothers Health System | |||||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 600051069 | 363260495 | Supports provision of healthcare services for related corporations | IL | Section 501(c)(3) | 11, III-FI | 1 | Alexian Brothers of America Inc | |
| Alexian Brothers Health System Inc Investment Trust | |||||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 600051069 | 363801585 | Manages pooled investments of related not-for-profit entities | IL | Section 501(c)(3) | 11, III-FI | 1 | Alexian Brothers Health System | |
| Alexian Brothers of America Investment Trust | |||||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 600051069 | 364390471 | Manages pooled investments of related not-for-profit entities | IL | Section 501(c)(3) | 11, III-FI | 1 | Alexian Brothers of America Inc | |
| Alexian Brothers Specialty Group | |||||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 600051069 | 800710751 | Specialty physician practice group | IL | Section 501(c)(3) | 3 | 1 | Alexian Brothers Health System | |
| Alexian Brothers of Chicago | |||||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 600051069 | Inactive Corporation | IL | Section 501(c)(3) | 9 | 1 | Alexian Brothers of America Inc | ||
| Alexian Brothers of San Jose Inc | |||||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 600051069 | 941530037 | Acute care hospital (sold in 1998) | TX | Section 501(c)(3) | 3 | 1 | Alexian Brothers Health System | |
| Alexian Brothers Services Inc | |||||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 600051069 | 431295333 | HUD housing | MO | Section 501(c)(3) | 9 | 1 | Alexian Brothers Health System | |
| Alexian Brothers Community Services | |||||||||||
| 425 Cumberland Street Suite 110 | Chattanooga | TN | 37404 | 364344423 | Provides comprehensive & coordinated community based services | IL | Section 501(c)(3) | 9 | 1 | Alexian Brothers Health System | |
| Alexian Brothers Senior Neighbors | |||||||||||
| 250 East 10th Street | Chattanooga | TN | 37402 | 620646376 | Supports the provision of community services for senior citizens | TN | Section 501(c)(3) | 7 | 1 | Alexian Brothers Health System | |
| Alexian Village of Tennessee | |||||||||||
| 437 Alexian Way | Signal Mountain | TN | 37377 | 621136742 | Continuing care retirement community | TN | Section 501(c)(3) | 9 | 1 | Alexian Brothers Health System | |
| Alexian Brothers Senior Ministries | |||||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 600051069 | 364484290 | Supports the provision of healthcare for related corporations | IL | Section 501(c)(3) | 11, III-FI | 1 | Alexian Brothers Health System | |
| Alexian Elderly Services Inc | |||||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 600051069 | 392039667 | Community outreach | WI | Section 501(c)(3) | 9 | 1 | Alexian Brothers Health System | |
| Alexian Brothers Lansdowne Village | |||||||||||
| 4624 Lansdowne | St Louis | MO | 63116 | 431470362 | Skilled nursing facility | MO | Section 501(c)(3) | 9 | 1 | Alexian Brothers Health System | |
| Alexian Brothers Sherbrooke Village | |||||||||||
| 4005 Ripa Avenue | St Louis | MO | 63125 | 431592502 | Skilled nursing facility | MO | Section 501(c)(3) | 9 | 1 | Alexian Brothers Health System | |
| Alexian Brothers of St Louis Inc | |||||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 600051069 | 430653236 | Acute care hospital (sponsorship transferred in 1997) | MO | Section 501(c)(3) | 3 | 1 | Alexian Brothers Health System | |
| Alexian Brothers Hospital Network | |||||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 600051069 | 363276552 | Supports the provision of healthcare services for related corporations | IL | Section 501(c)(3) | 11, III-FI | 1 | Alexian Brothers Health System | |
| Savelli Properties Inc | |||||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 600051069 | 363308965 | Owns or leases properties where healthcare services are delivered | IL | Section 501(c)(2) | N/A | 1 | Alexian Brothers Health System | |
| Alexian Brothers Center for Mental Health | |||||||||||
| 3436 N Kennicott Avenue | Arlington Heights | IL | 60004 | 363045007 | Outpatient community mental health services | IL | Section 501(c)(3) | 7 | 1 | Alexian Brothers Health System | |
| Alexian Brothers Behavioral Health Hospital | |||||||||||
| 1650 Moon Lake Blvd | Hoffman Estates | IL | 60194 | 364251848 | Behavioral health hospital | IL | Section 501(c)(3) | 3 | 1 | Alexian Brothers Health System | |
| St Alexius Medical Center | |||||||||||
| 1555 Barrington Road | Hoffman Estates | IL | 60194 | 364251846 | Acute care hospital | IL | Section 501(c)(3) | 3 | 1 | Alexian Brothers Health System | |
| Alexian Brothers Ambulatory Group | |||||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 600051069 | 364336931 | Physician services | IL | Section 501(c)(3) | 3 | 1 | Alexian Brothers Health System | |
| Alexian Brothers Medical Center | |||||||||||
| 800 Biesterfield Road | Elk Grove Village | IL | 60007 | 362596381 | Acute care hospital | TX | Section 501(c)(3) | 3 | 1 | Alexian Brothers Health System | |
Form990 Schedule R Part III Form990ScheduleRPartIII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|
| Alexian Rehabilitation Services LLC | |||||||
| 935 Beisner Road | Elk Grove Village | IL | 60007 | 300221481 | Rehabilitation hospital | IL | N/A |
| Illinois NeuroMeg Center LLC | |||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 600051069 | 870783164 | Provision of NeuroMeg services | IL | N/A |
| Elk Grove MOB Limited Partnership | |||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 600051069 | 363853289 | Medical office building | IL | N/A |
| Workplace Solutions LLC | |||||||
| 1100 E Woodfield Road | Schaumburg | IL | 60173 | 364095007 | Provision of EAP services | IL | N/A |
| Bonaventure Medical Foundation LLC | |||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 60005 | 363978153 | Manages managed care contracts | DE | N/A |
| Neurosciences Equipment LLC | |||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 600051069 | 861115516 | Ownership of Gamma Knife | IL | N/A |
| St Alexius Center for Sleep Health LLC | |||||||
| 665 W North Avenue | Lombard | IL | 60148 | 205876371 | Operation of sleep lab | IL | N/A |
Form990 Schedule R Part IV Form990ScheduleRPartIV (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|
| Thelen Corporation | |||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 600051069 | 363266316 | Owns/leases property; joint venture partner | IL | N/A | C | |
| Edessa Insurance Company Ltd | |||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 600051069 | Captive insurer located in Bermuda | N/A | C | BD | ||
| Alexian Brothers Health Providers Association Inc | |||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 600051069 | 363853286 | Messenger model IPA | IL | N/A | C | |
| Alexian Brothers Corpus Christi Housing Project LLC | |||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 600051069 | 943465394 | Tax credit financed housing | IL | N/A | C | |
| Alexian Village of Elk Grove | |||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 600051069 | 352211303 | Tax credit financed housing | IL | N/A | C | |
| 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 | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| 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 | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Alexian Brothers Health System | ||
| O | 778455 | FMV |
| Alexian Brothers Health System | ||
| P | 778455 | FMV |
| Alexian Brothers Health System Inc Investment Trust | ||
| Q | 329052 | FMV |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Schedule R, Part V, Line 2: | ReturnReference |
| Explanation | Alexian Village of Milwaukee, Inc. tracks all transactions with related organizations in the general ledger or subsidiary schedules to the general ledger. Amounts are valued based on the fair market value of the transaction. | Explanation |
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