BAY AREA LUTHERAN HOMES INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BAY AREA LUTHERAN HOMES INC (EIN 39-1034534)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-01
- IRS object ID
- 202511219349301796
- Schema version
- 2023v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-01T13:33:26-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1502 LONDON ROAD SUITE 200 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55812 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391034534 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAY AREA LUTHERAN HOMES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAYA | BusinessNameControlTxt |
| Phone | 9204991481 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1040 PILGRIM WAY | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | POLLY GRETZINGER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR OF CAMPUS OP. | PersonTitleTxt |
| Phone | 9204991481 | PhoneNum |
| Signature | 2025-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J PETERSON CPA | PreparerPersonNm |
| PTIN | P01833529 | PTIN |
| Phone | 2187224705 | PhoneNum |
| Preparation | 2025-04-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODSIDE SENIOR COMMUNITIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | POLLY GRETZINGER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1040 PILGRIM WAY | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $45,674,285 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 9386 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WOODSIDESENIORCOMMUNITIES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | PROVIDING SUPERVISED CARE FOR ELDERLY RESIDENTS THROUGH A REHABILITATION/SKILLED NURSING FACILITY AND ASSISTED LIVING FACILITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 532 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $22,358 | PYContributionsGrantsAmt |
| CY Contributions Grants | $889,278 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,024,313 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $27,166,958 | CYProgramServiceRevenueAmt |
| PY Investment Income | $396,326 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,846,373 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $24,442,997 | PYTotalRevenueAmt |
| CY Total Revenue | $29,902,609 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,149,005 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,343,594 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,608,574 | PYOtherExpensesAmt |
| CY Other Expenses | $10,787,976 | CYOtherExpensesAmt |
| PY Total Expenses | $24,757,579 | PYTotalExpensesAmt |
| CY Total Expenses | $26,131,570 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$314,582 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,771,039 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $43,523,303 | TotalAssetsBOYAmt |
| Total Assets EOY | $96,159,880 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,558,502 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $62,989,269 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,964,801 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $33,170,611 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,362,960 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $18,252,373 | RevenueAmt |
| Desc | WOODSIDE LUTHERAN HOME IS A 130-BED FACILITY THAT OFFERS LONG-TERM SKILLED NURSING CARE AND SHORT-TERM REHABILITATION CARE. IN FISCAL YEAR 2024, WOODSIDE LUTHERAN HOME PROVIDED APPROXIMATELY 39,100 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,867,994 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $8,695,800 | RevenueAmt |
| Desc | WOODSIDE MANOR IS A 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 2024, WOODSIDE MANOR & VILLA PROVIDED APPROXIMATELY 39,500 DAYS OF CARE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $23,230,954 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 532 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEW GEHRI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9204991481 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1040 PILGRIM WAY | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54304 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SUE MAY | ||||||||
| PRESIDENT | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PAUL SEYMOUR | ||||||||
| VICE PRESIDENT | 0.50 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JUDY KNUDSEN | ||||||||
| SECRETARY/TREASURER | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PAM ANDERSON | ||||||||
| BOARD MEMBER | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW BAKE | ||||||||
| BOARD MEMBER | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| AMY HARDTKE | ||||||||
| BOARD MEMBER | 0.50 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDY KNEISZEL | ||||||||
| BOARD MEMBER (THRU 12/23) | 0.50 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA NELSON | ||||||||
| BOARD MEMBER | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KATHY PLETCHER | ||||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JERI RAAB | ||||||||
| BOARD MEMBER | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MAX ROTH | ||||||||
| BOARD MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NORMAN SCHROEDER | ||||||||
| BOARD MEMBER | 0.50 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| POLLY GRETZINGER | ||||||||
| EXECUTIVE DIRECTOR OF CAMPUS OP. | 36.00 | 4.00 | Yes (X) | $186,753 | $0 | $23,689 | ||
| JESSICA ATKINSON | ||||||||
| EXECUTIVE DIRECTOR OF CAMPUS LIVING | 36.00 | 4.00 | Yes (X) | $175,177 | $0 | $31,404 | ||
| FELICIA SCHULD | ||||||||
| CMA | 40.00 | 0.00 | $194,302 | $0 | $498 | Yes (X) | ||
| SARAH CABINO | ||||||||
| DIRECTOR OF NURSING | 40.00 | 0.00 | $116,721 | $0 | $9,562 | Yes (X) | ||
| JENNA PETERS | ||||||||
| ADMISSIONS COORDINATOR | 40.00 | 0.00 | $114,847 | $0 | $3,571 | Yes (X) | ||
| MARY HUELSKAMP | ||||||||
| RN | 40.00 | 0.00 | $114,656 | $0 | $733 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $902,456 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $69,457 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GREENFIELD REHABILITATION AGENCY INC | |||||
| 19395 W CAPITAL DRIVE SUITE 200 | BROOKFIELD | WI | 53045 | THERAPY SERVICES | $1,598,623 |
| HEALTHCARE SERVICES GROUP | |||||
| 3220 TILLMAN DRIVE SUITE 300 | BENSALEM | WI | 19020 | HOUSEKEEPING SERVICES | $936,645 |
| PARASOL ALLIANCE | |||||
| 557 FOREST VIEW ROAD | LINDENHURST | IL | 60046 | IT SUPPORT SERVICES | $326,338 |
| ENGBERG ANDERSON INC | |||||
| 320 E BUFFALO STREET SUITE 500 | MILWAUKEE | WI | 53202 | ARCHITECTURAL SERVICES | $283,226 |
| CLIFTONLARSONALLEN | |||||
| PO BOX 775967 | CHICAGO | IL | 60677 | ACCOUNTING CONSULTATIVE SERVICES | $106,813 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $766,100 | GovernmentGrantsAmt |
| All Other Contributions | $123,178 | AllOtherContributionsAmt |
| Noncash Contributions | $766,100 | NoncashContributionsAmt |
| Total Contributions | $889,278 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NURSING HOME REVENUE | 623000 | $18,206,773 | $18,206,773 |
| WOODSIDE MANOR | 623000 | $8,695,800 | $8,695,800 |
| AFFILIATE ADMIN FEES | 623000 | $45,600 | $45,600 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $218,785 | TotalRevenueColumnAmt |
| Exclusion | $218,785 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $27,166,958 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $450,979 | TotalRevenueColumnAmt |
| Exclusion | $450,979 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,167,070 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,771,676 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,395,394 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,395,394 | TotalRevenueColumnAmt |
| Exclusion | $1,395,394 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,902,609 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,948,173 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,065,158 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $518,791 | TotalAmt |
| Management And General | $518,791 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,987,336 | TotalAmt |
| Program Services | $11,880,268 | ProgramServicesAmt |
| Management And General | $1,107,068 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,437 | TotalAmt |
| Program Services | $96,672 | ProgramServicesAmt |
| Management And General | $4,765 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $750,023 | TotalAmt |
| Program Services | $725,339 | ProgramServicesAmt |
| Management And General | $24,684 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $986,007 | TotalAmt |
| Program Services | $872,329 | ProgramServicesAmt |
| Management And General | $113,678 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,225 | TotalAmt |
| Program Services | $1,177 | ProgramServicesAmt |
| Management And General | $13,048 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,834 | TotalAmt |
| Management And General | $40,834 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,853 | TotalAmt |
| Management And General | $51,853 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,228,027 | TotalAmt |
| Program Services | $3,058,035 | ProgramServicesAmt |
| Management And General | $169,992 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,187 | TotalAmt |
| Program Services | $86,187 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,573,591 | TotalAmt |
| Program Services | $2,427,264 | ProgramServicesAmt |
| Management And General | $146,327 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $575,690 | TotalAmt |
| Program Services | $575,690 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $449,727 | TotalAmt |
| Program Services | $376,687 | ProgramServicesAmt |
| Management And General | $73,040 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,789 | TotalAmt |
| Program Services | $101,675 | ProgramServicesAmt |
| Management And General | $10,114 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,844 | TotalAmt |
| Program Services | $18,692 | ProgramServicesAmt |
| Management And General | $5,152 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,132 | TotalAmt |
| Program Services | $232,961 | ProgramServicesAmt |
| Management And General | $45,171 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,206,916 | TotalAmt |
| Program Services | $1,848,493 | ProgramServicesAmt |
| Management And General | $358,423 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $497,833 | TotalAmt |
| Program Services | $391,296 | ProgramServicesAmt |
| Management And General | $106,537 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BAD DEBT EXPENSE | $272,647 | $272,647 | |
| PROVIDER TAX | $265,542 | $265,542 | |
| DUES & SUBSCRIPTIONS | $46,070 | $46,070 | |
| RECRUITMENT | $31,213 | $31,213 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,856 | TotalAmt |
| Management And General | $33,856 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,131,570 | TotalAmt |
| Program Services | $23,230,954 | ProgramServicesAmt |
| Management And General | $2,900,616 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,913 | BOYAmt |
| EOY | $44,435 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,217,269 | BOYAmt |
| EOY | $5,974,436 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $64,187 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,439,651 | BOYAmt |
| EOY | $1,995,287 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,155 | BOYAmt |
| EOY | $36,851 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,906 | BOYAmt |
| EOY | $109,710 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $53,978,138 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,240,235 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,925,346 | BOYAmt |
| EOY | $27,737,903 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,409,527 | BOYAmt |
| EOY | $47,896,176 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,266,536 | BOYAmt |
| EOY | $12,300,895 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,523,303 | BOYAmt |
| EOY | $96,159,880 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,559,520 | BOYAmt |
| EOY | $7,136,780 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,874,883 | BOYAmt |
| EOY | $45,615,355 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,942 | BOYAmt |
| EOY | $367 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,122,157 | BOYAmt |
| EOY | $10,236,767 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,558,502 | BOYAmt |
| EOY | $62,989,269 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,964,801 | BOYAmt |
| EOY | $33,170,611 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,964,801 | BOYAmt |
| EOY | $33,170,611 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,523,303 | BOYAmt |
| EOY | $96,159,880 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,771,039 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$565,229 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,721 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,569,965 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $310,242 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,358 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $889,278 | CurrentTaxYearAmt |
| Total | $4,816,564 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,135,004 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,170,218 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,831,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,707,706 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,902,573 | CurrentTaxYearAmt |
| Total | $112,747,201 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $265,455 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $318,405 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $301,942 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $274,007 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $264,385 | CurrentTaxYearAmt |
| Total | $1,424,194 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,425,180 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,058,588 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,443,884 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,004,071 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,056,236 | CurrentTaxYearAmt |
| Total | $118,987,959 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $58,000 | CurrentTaxYearAmt |
| Total | $58,000 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $690,523 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $637,357 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $666,998 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $592,183 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $720,973 | CurrentTaxYearAmt |
| Total | $3,308,034 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $690,523 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $637,357 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $666,998 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $592,183 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $778,973 | CurrentTaxYearAmt |
| Total | $3,366,034 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $115,621,925 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $330,029 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $270,666 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $246,359 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $277,617 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $450,979 | CurrentTaxYearAmt |
| Total | $1,575,650 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $330,029 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $270,666 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $246,359 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $277,617 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $450,979 | CurrentTaxYearAmt |
| Total | $1,575,650 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,755,209 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,329,254 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,690,243 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,281,688 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,507,215 | CurrentTaxYearAmt |
| Total | $120,563,609 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95900 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96160 | PublicSupportPY509Pct |
| Investment Income CY | 0.01310 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01240 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $3,249 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $3,249 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | LEADING AGE MEMBERSHIP FEES OF $3,249 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. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $829,318 | OtherCostOrOtherBasisAmt |
| Book Value | $829,318 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,717,440 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,835,438 | DepreciationAmt |
| Book Value | $19,882,002 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,150,405 | OtherCostOrOtherBasisAmt |
| Depreciation | $938,533 | DepreciationAmt |
| Book Value | $211,872 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,639,649 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,261,039 | DepreciationAmt |
| Book Value | $1,378,610 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,641,326 | OtherCostOrOtherBasisAmt |
| Depreciation | $205,225 | DepreciationAmt |
| Book Value | $5,436,101 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $27,737,903 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM RELATED PARTIES | $10,375,762 |
| ASSTES LIMITED AS TO USE | $1,925,133 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $12,300,895 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED PARTIES | Desc |
| Amt | $10,236,767 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,236,767 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $29,285,527 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$565,229 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$565,229 | RevenueNotReportedAmt |
| Revenue Subtotal | $29,850,756 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $51,853 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $51,853 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $29,902,609 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $26,079,717 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $26,079,717 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $51,853 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $51,853 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $26,131,570 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 2B: | FormAndLineReferenceDesc |
| Explanation | RESIDENT FUNDS ARE ON DEPOSIT WITH THE ORGANIZATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| POLLY GRETZINGER | ||||||||||||||
| EXECUTIVE DIRECTOR OF CAMPUS OP. | $168,033 | $0 | $18,720 | $0 | $0 | $0 | $3,257 | $0 | $20,432 | $0 | $210,442 | $0 | $0 | $0 |
| JESSICA ATKINSON | ||||||||||||||
| EXECUTIVE DIRECTOR OF CAMPUS LIVING | $156,369 | $0 | $18,808 | $0 | $0 | $0 | $3,011 | $0 | $28,393 | $0 | $206,581 | $0 | $0 | $0 |
| FELICIA SCHULD | ||||||||||||||
| CMA | $194,302 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $498 | $0 | $194,800 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION UTILIZES LEADING AGE DATA FOR ALL EMPLOYEE COMPENSATION (COMPARABLE DATA). THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS APPROVES THE EXECUTIVE DIRECTOR 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. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | |||||||
| A | 391337855 | 2021-08-12 | $11,700,000 | REFINANCE SERIES 2014 BONDS | 0 | 0 | 0 |
| WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | |||||||
| B | 391337855 | 2024-05-23 | $35,605,000 | CONSTRUCTION OF PROMENADE BUILDING | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,106,749 | $11,700,000 | $150,076 | $11,549,924 | 2016 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $35,605,000 | 0 | 0 | 0 | Yes (1) | $35,605,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule M IRS990ScheduleM
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $766,100 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 1,598,623. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,598,623. HOUSEKEEPING SERVICES: PROGRAM SERVICE EXPENSES 936,645. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 936,645. OTHER SERVICES: PROGRAM SERVICE EXPENSES 217,447. MANAGEMENT AND GENERAL EXPENSES 169,992. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 387,439. FINANCE SERVICES: PROGRAM SERVICE EXPENSES 147,786. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 147,786. MAINTENANCE PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 97,420. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 97,420. GROUNDS UPKEEP: PROGRAM SERVICE EXPENSES 60,114. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,114. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| WOODSIDE OAKS INC | ||||||||||
| 1040 PILGRIM WAY | GREEN BAY | WI | 54304 | 421552326 | SENIOR HOUSING | WI | 501(C)(3) | LINE 10 | BAY AREA LUTHERAN HOMES INC | Yes (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 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODSIDE OAKS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | E | TransactionTypeTxt |
| Involved | $10,593,251 | InvolvedAmt |
| Method Of Amount Determination | ACTUAL VALUE | MethodOfAmountDeterminationTxt |