2026-03-23T17:34:26-05:00 2025-06-30 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-07-01 391034534 BAY AREA LUTHERAN HOMES INC BAYA 9204991481 1040 PILGRIM WAY GREEN BAY WI 54304 POLLY GRETZINGER EXECUTIVE DIRECTOR OF CAMPUS OP. 9204991481 2026-03-23 1 1 JESSICA NATUS P01799381 2187224705 2026-03-23 2024 2025-03-06 01:10:19Z WOODSIDE SENIOR COMMUNITIES POLLY GRETZINGER 1040 PILGRIM WAY GREEN BAY WI 54304 29963886 0 9386 X WWW.WOODSIDESENIORCOMMUNITIES.ORG X 1968 WI PROVIDING SUPERVISED CARE FOR ELDERLY RESIDENTS THROUGH A REHABILITATION/SKILLED NURSING FACILITY AND ASSISTED LIVING FACILITY. 11 11 582 75 0 0 889278 17312 27166958 26310145 1846373 350936 0 0 29902609 26678393 0 0 0 0 15343594 16134947 0 0 0 10787976 10845079 26131570 26980026 3771039 -301633 96159880 100980343 62989269 67766761 33170611 33213582 X TO BE THE LEADER IN DELIVERING AND ADVANCING SENIOR CARE AND/OR REHABILITATION FOR GREEN BAY AND THE SURROUNDING COMMUNITIES BY MEETING THE NEEDS OF THE WHOLE SENIOR PERSON; SOCIAL, MEDICAL, PSYCHOLOGICAL, COGNITIVE, AND SPIRITUAL, MAXIMIZING EACH INDIVIDUAL'S HIGHEST LEVEL OF INDEPENDENCE. 0 0 18083672 0 17148821 WOODSIDE LUTHERAN HOME IS A 118-BED FACILITY THAT OFFERS LONG-TERM SKILLED NURSING CARE AND SHORT-TERM REHABILITATION CARE. IN FISCAL YEAR 2025, WOODSIDE LUTHERAN HOME PROVIDED APPROXIMATELY 36,300 TOTAL DAYS OF CARE.WOODSIDE IS UNIQUE IN THAT IT IS THE ONLY FAITH-BASED NONPROFIT SENIOR LIVING CAMPUS IN THE GREATER GREEN BAY AREA. AS SUCH, WOODSIDE EMPLOYS A FULL-TIME CHAPLAIN TO SERVE THE SPIRITUAL NEEDS OF THE WOODSIDE COMMUNITY. 5837520 0 8965610 WOODSIDE MANOR IS AN 80-UNIT APARTMENT FACILITY THAT OFFERS CLASS C CBRF SERVICES, INCLUDING SUPERVISION AND DISPENSING OF MEDICATIONS AND ASSISTANCE WITH DAILY LIVING ACTIVITIES. WOODSIDE VILLA IS A 37-UNIT APARTMENT FACILITY THAT OFFERS CLASS C CBRF SERVICES, INCLUDING SUPERVISION AND DISPENSING OF MEDICATIONS ANDASSISTANCE WITH DAILY LIVING ACTIVITIES. THE POPULATION SERVED IN THISSETTING ARE LARGELY THOSE WITH MEMORY ISSUES.IN FISCAL YEAR 2025, WOODSIDE MANOR & VILLA PROVIDED APPROXIMATELY 43,500 DAYS OF CARE. 23921192 1 0 0 1 0 0 0 0 1 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 1 20 0 582 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MATTHEW GEHRI 9204991481 1040 PILGRIM WAY GREEN BAY WI 54304 SUE MAY PRESIDENT 0.50 X X 0 0 0 LAURA NELSON VICE PRESIDENT 0.50 0.50 X X 0 0 0 JUDY KNUDSEN SECRETARY/TREASURER 0.50 0.50 X X 0 0 0 PAM ANDERSON BOARD MEMBER 0.50 0.50 X 0 0 0 ANDREW BAKE BOARD MEMBER 0.50 0.50 X 0 0 0 AMY HARDTKE BOARD MEMBER 0.50 1.00 X 0 0 0 KATHY PLETCHER BOARD MEMBER 0.50 X 0 0 0 JERI RAAB BOARD MEMBER 0.50 0.50 X 0 0 0 MAX ROTH BOARD MEMBER 0.50 X 0 0 0 NORMAN SCHROEDER BOARD MEMBER 0.50 1.00 X 0 0 0 PAUL SEYMOUR BOARD MEMBER 0.50 1.00 X 0 0 0 POLLY GRETZINGER EXECUTIVE DIRECTOR OF CAMPUS OP. 36.00 4.00 X 210082 0 10187 JESSICA ATKINSON EXECUTIVE DIRECTOR OF CAMPUS LIVING 36.00 4.00 X 205317 0 15044 FELICIA SCHULD CMA 40.00 X 182217 0 0 SARAH CABINO DIRECTOR OF NURSING 40.00 X 118939 0 7760 KIMBERLY BLAHA RN 40.00 X 110897 0 16972 JENNA PETERS ADMISSIONS COORDINATOR 40.00 X 105906 0 0 REGINA PEETERS DIRECTOR OF FINANCE 40.00 X 101133 0 10525 1034491 0 60488 7 0 1 0 GREENFIELD REHABILITATION AGENCY INC 19395 W CAPITAL DRIVE SUITE 200 BROOKFIELD WI 53045 THERAPY SERVICES 1582332 HEALTHCARE SERVICES GROUP 3220 TILLMAN DRIVE SUITE 300 BENSALEM WI 19020 HOUSEKEEPING SERVICES 1040886 SMA CONSTRUCTION SERVICES LLC 201 W WALNUT STREET SUITE 301 GREEN BAY WI 54303 CONSTRUCTION SERVICES 582413 OUT OF THE WOODWORK LLC 1223 GERHARDT LANE GREEN BAY WI 54313 CONSTRUCTION SERVICES 534440 FOREMEN HEATING & VENTILATING PO BOX 10073 GREEN BAY WI 54307 HVAC SERVICES 496203 10 17312 17312 NURSING HOME REVENUE 623000 17085194 17085194 WOODSIDE MANOR 623000 8965610 8965610 AFFILIATE ADMIN FEES 623000 63627 63627 195714 195714 26310145 206624 206624 3420409 9396 3285493 0 134916 9396 144312 144312 26678393 26114431 0 546650 X 442462 442462 13472593 12247763 1224830 120590 112757 7833 1066708 956234 110474 1032594 910507 122087 25709 5107 20602 23700 23700 31187 31187 3381887 3189453 192434 104707 104707 2555173 2400721 154452 599146 599146 461548 386588 74960 140982 122666 18316 27993 22973 5020 271094 228272 42822 2168322 1813721 354601 583510 459597 123913 PROVIDER TAX 265273 265273 BAD DEBT EXPENSE 95707 95707 DUES & SUBSCRIPTIONS 51117 51117 RECRUITMENT 45818 45818 12206 12206 26980026 23921192 3058834 0 44435 45458 5974436 5255220 64187 57851 1995287 1565462 36851 36851 109710 59631 90656027 28367987 27737903 62288040 47896176 13660633 12300895 18011197 96159880 100980343 7136780 13612620 45615355 45232385 367 1902 10236767 8919854 62989269 67766761 X 33170611 33213582 33170611 33213582 96159880 100980343 -301633 344604 0 X 0 1 X 1 0 X 3569965 310242 22358 889278 17312 4809155 19170218 21831700 23707706 26902573 26050804 117663001 318405 301942 274007 264385 259341 1418080 23058588 22443884 24004071 28056236 26327457 123890236 58000 58000 637357 666998 592183 720973 336769 2954280 637357 666998 592183 778973 336769 3012280 120877956 270666 246359 277617 450979 206624 1452245 270666 246359 277617 450979 206624 1452245 23329254 22690243 24281688 28507215 26534081 125342481 0.96440 0.95900 0.01160 0.01310 X 0 0 0 0 0 0 0 0 1 284 284 0 PART II-B, LINE 1: LEADING AGE MEMBERSHIP FEES OF $284 USED FOR LOBBYING ACTIVITIES. LEADING AGE IS AN ORGANIZATION THAT EDUCATES LONG-TERM CARE ORGANIZATIONS ON VARIOUS TOPICS INCLUDING TRENDS IN THE INDUSTRY AND REGULATORY MATTERS. AS LEGISLATION IS BEING DEBATED/INTRODUCED, LEADING AGE REVIEWS LEGISLATION AND ADVOCATES FOR THE LONG-TERM CARE INDUSTRY. BOTH STATE AND FEDERAL MATTERS ARE MONITORED. 0 1 X 829318 829318 42402241 23558316 18843925 1202702 989962 212740 5048801 3650819 1397982 41172965 168890 41004075 62288040 DUE FROM RELATED PARTIES 13922430 ASSTES LIMITED AS TO USE 3968357 SECURITY DEPOSITS 120410 18011197 DUE TO RELATED PARTIES 8800054 REFUNDABLE RENT DEPOSITS 119800 8919854 PART IV, LINE 2B: RESIDENT FUNDS ARE ON DEPOSIT WITH THE ORGANIZATION. X X X X 0 0 0 0 0 0 0 1 0 JESSICA ATKINSON EXECUTIVE DIRECTOR OF CAMPUS LIVING 185943 0 19374 0 0 0 3125 0 11919 0 220361 0 0 0 POLLY GRETZINGER EXECUTIVE DIRECTOR OF CAMPUS OP. 190800 0 19282 0 0 0 4045 0 6142 0 220269 0 0 0 FELICIA SCHULD CMA 182217 0 0 0 0 0 0 0 0 0 182217 0 0 0 PART I, LINE 3 THE ORGANIZATION UTILIZES LEADING AGE DATA FOR ALL EMPLOYEE COMPENSATION (COMPARABLE DATA). THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION. THE FULL BOARD OF DIRECTORS APPROVES THE WAGE RANGE FOR EMPLOYEES. THE EXECUTIVE DIRECTOR HAS DISCRETION TO DETERMINE AND APPROVE OTHER OFFICERS AND KEY EMPLOYEE COMPENSATION THROUGH THE BOARD-APPROVED WAGE RANGE. THESE DECISIONS ARE MADE BY THOSE WITHOUT CONFLICT OF INTEREST AND DOCUMENTATION IS KEPT FOR ALL DECISIONS MADE. PART I, LINE 7 ANNUAL PERFORMANCE BONUS COMPENSATION FOR SENIOR LEADERSHIP AS DETERMINED BY THE BOARD OF DIRECTORS. A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 391337855 2021-08-12 11700000 REFINANCE SERIES 2014 BONDS 0 0 0 B WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 391337855 2024-05-23 35605000 CONSTRUCTION OF PROMENADE BUILDING 0 0 0 A 1520560 11700000 150076 11549924 2016 1 0 1 1 B 35605000 2233065 241622 22860357 10269956 0 0 0 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 A 1 B 1 OUT OF THE WOODWORK LLC FAMILY MEMBER OF JESSICA ATKINSON, EXECUTIVE DIRECTOR 431882 CONSTRUCTION SERVICES 0 FORM 990, PART VI, SECTION A, LINE 3 INTERIM DIRECTOR OF FINANCE DUTIES PERFORMED BY CLIFTON LARSEN ALLEN CONSULTANT. CURRENT SENIOR DIRECTOR OF FINANCE, MATTHEW GEHRI, WAS THE CONSULTANT WHO PERFORMED THESE FUNCTIONS. HE WAS DIRECTLY HIRED BY BAY AREA LUTHERAN HOMES IN MAY 2025 AFTER PERFORMING THESE SERVICES AS THE CLA CONSULTANT FROM OCTOBER 2024 THROUGH MAY 2025. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATE MEMBERSHIP OF THE ORGANIZATION CONSISTS OF CONGREGATIONS OF THE GREEN BAY CONFERENCE OF THE EAST CENTRAL SYNOD OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. THE MEMBERSHIP OF THE ORGANIZATION MAY INCLUDE OTHER ORGANIZATIONS; HOWEVER, A MAJORITY OF THE CORPORATE MEMBERS SHALL CONSIST OF LUTHERAN CONGREGATIONS OF THE EVANGELICAL LUTHERAN CHURCH OF AMERICA, OR ITS SUCCESSOR. FORM 990, PART VI, SECTION A, LINE 7A EACH OF THE MEMBERS HAS THE ABILITY TO NOMINATE ONE OR MORE DELEGATES BASED ON THE CONGREGATION LEVELS OF EACH RESPECTIVE CHURCH. EACH DELEGATE NOMINATED HAS THE AUTHORITY TO NOMINATE ONE BOARD MEMBER. NO ONE CHURCH HAS THE ABILITY TO NOMINATE MORE THAN 50% OF THE DELEGATES. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS HAS DELEGATED THE DETAILED REVIEW OF THE FORM 990 TO MANAGEMENT. THE FORM 990 IS PRESENTED TO THE FULL BOARD OF DIRECTORS FOR REVIEW AND FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C AT LEAST ON AN ANNUAL BASIS, THE ORGANIZATIONS REQUIRE THAT A CONFLICT-OF-INTEREST STATEMENT BE SIGNED, WITH ALL POTENTIAL CONFLICTS LISTED AND DISCUSSED. EACH BOARD MEMBER COMPLETES THIS FORM, AND ALL POTENTIAL CONFLICTS ARE DISCUSSED DURING A BOARD MEETING. BOARD MEMBERS DECIDE THE APPROPRIATE COURSE OF ACTION FOR EACH CONFLICT. SOME CONFLICTS ARE IMMATERIAL ENOUGH TO WARRANT NO FOLLOW-UP; OTHERS ARE RESOLVED BY NOT ALLOWING THE MEMBER WITH A CONFLICT TO VOTE ON DECISIONS RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION UTILIZES LEADING AGE DATA FOR ALL EMPLOYEE COMPENSATION (COMPARABLE DATA). THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS APPROVES THE SENIOR LEADERSHIP TEAM COMPENSATION. THE FULL BOARD OF DIRECTORS APPROVES THE WAGE RANGE FOR EMPLOYEES. THE SENIOR LEADERSHIP TEAM HAS DISCRETION TO DETERMINE AND APPROVE OTHER OFFICERS AND KEY EMPLOYEE COMPENSATION THROUGH THE BOARD-APPROVED WAGE RANGE. THESE DECISIONS ARE MADE BY THOSE WITHOUT CONFLICT OF INTEREST AND DOCUMENTATION IS KEPT FOR ALL DECISIONS MADE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G THERAPY SERVICES: PROGRAM SERVICE EXPENSES 1,582,332. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,582,332. HOUSEKEEPING SERVICES: PROGRAM SERVICE EXPENSES 840,109. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 840,109. OTHER SERVICES: PROGRAM SERVICE EXPENSES 185,000. MANAGEMENT AND GENERAL EXPENSES 790. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 185,790. FINANCE SERVICES: PROGRAM SERVICE EXPENSES 384,974. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 384,974. MAINTENANCE PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 90,636. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 90,636. GROUNDS UPKEEP: PROGRAM SERVICE EXPENSES 106,402. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 106,402. INFORMATION TECHNOLOGY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 191,644. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 191,644. WOODSIDE OAKS INC 1040 PILGRIM WAY GREEN BAY WI 54304 421552326 SENIOR HOUSING WI 501(C)(3) LINE 10 BAY AREA LUTHERAN HOMES INC 1 WOODSIDE HAVEN INC 1040 PILGRIM WAY GREEN BAY WI 54304 300071529 HOUSING FOR LOW-INCOME, ELDERLY, OR PHYSICALLY HANDICAPPED WI 501(C)(3) LINE 10 BAY AREA LUTHERAN HOMES INC 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 WOODSIDE OAKS INC E 45784439 ACTUAL VALUE