2025-05-01T13:33:26-05:00 2024-06-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-07-01 391034534 BAY AREA LUTHERAN HOMES INC BAYA 9204991481 1040 PILGRIM WAY GREEN BAY WI 54304 POLLY GRETZINGER EXECUTIVE DIRECTOR OF CAMPUS OP. 9204991481 2025-04-29 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2025-04-05 2023 2025-03-06 01:10:19Z WOODSIDE SENIOR COMMUNITIES POLLY GRETZINGER 1040 PILGRIM WAY GREEN BAY WI 54304 45674285 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 11 532 75 0 0 22358 889278 24024313 27166958 396326 1846373 0 0 24442997 29902609 0 0 0 0 15149005 15343594 0 0 0 9608574 10787976 24757579 26131570 -314582 3771039 43523303 96159880 13558502 62989269 29964801 33170611 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 15362960 0 18252373 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. 7867994 0 8695800 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. 23230954 1 1 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 0 0 1 0 0 0 0 1 1 1 0 0 1 25 0 532 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 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 0.00 X X 0 0 0 PAUL SEYMOUR VICE PRESIDENT 0.50 1.00 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 JUDY KNEISZEL BOARD MEMBER (THRU 12/23) 0.50 1.00 X 0 0 0 LAURA NELSON BOARD MEMBER 0.50 0.50 X 0 0 0 KATHY PLETCHER BOARD MEMBER 0.50 0.00 X 0 0 0 JERI RAAB BOARD MEMBER 0.50 0.50 X 0 0 0 MAX ROTH BOARD MEMBER 0.50 0.00 X 0 0 0 NORMAN SCHROEDER BOARD MEMBER 0.50 1.00 X 0 0 0 POLLY GRETZINGER EXECUTIVE DIRECTOR OF CAMPUS OP. 36.00 4.00 X 186753 0 23689 JESSICA ATKINSON EXECUTIVE DIRECTOR OF CAMPUS LIVING 36.00 4.00 X 175177 0 31404 FELICIA SCHULD CMA 40.00 0.00 X 194302 0 498 SARAH CABINO DIRECTOR OF NURSING 40.00 0.00 X 116721 0 9562 JENNA PETERS ADMISSIONS COORDINATOR 40.00 0.00 X 114847 0 3571 MARY HUELSKAMP RN 40.00 0.00 X 114656 0 733 902456 0 69457 6 0 1 0 GREENFIELD REHABILITATION AGENCY INC 19395 W CAPITAL DRIVE SUITE 200 BROOKFIELD WI 53045 THERAPY SERVICES 1598623 HEALTHCARE SERVICES GROUP 3220 TILLMAN DRIVE SUITE 300 BENSALEM WI 19020 HOUSEKEEPING SERVICES 936645 PARASOL ALLIANCE 557 FOREST VIEW ROAD LINDENHURST IL 60046 IT SUPPORT SERVICES 326338 ENGBERG ANDERSON INC 320 E BUFFALO STREET SUITE 500 MILWAUKEE WI 53202 ARCHITECTURAL SERVICES 283226 CLIFTONLARSONALLEN PO BOX 775967 CHICAGO IL 60677 ACCOUNTING CONSULTATIVE SERVICES 106813 5 766100 123178 766100 889278 NURSING HOME REVENUE 623000 18206773 18206773 WOODSIDE MANOR 623000 8695800 8695800 AFFILIATE ADMIN FEES 623000 45600 45600 218785 218785 27166958 450979 450979 17167070 15771676 1395394 1395394 1395394 29902609 26948173 0 2065158 X 518791 518791 12987336 11880268 1107068 101437 96672 4765 750023 725339 24684 986007 872329 113678 14225 1177 13048 40834 40834 51853 51853 3228027 3058035 169992 86187 86187 2573591 2427264 146327 575690 575690 449727 376687 73040 111789 101675 10114 23844 18692 5152 278132 232961 45171 2206916 1848493 358423 497833 391296 106537 BAD DEBT EXPENSE 272647 272647 PROVIDER TAX 265542 265542 DUES & SUBSCRIPTIONS 46070 46070 RECRUITMENT 31213 31213 33856 33856 26131570 23230954 2900616 0 43913 44435 4217269 5974436 64187 1439651 1995287 37155 36851 183906 109710 53978138 26240235 22925346 27737903 13409527 47896176 1266536 12300895 43523303 96159880 1559520 7136780 10874883 45615355 1942 367 1122157 10236767 13558502 62989269 X 29964801 33170611 0 0 29964801 33170611 43523303 96159880 3771039 -565229 0 X 0 1 X 1 0 X 24721 3569965 310242 22358 889278 4816564 21135004 19170218 21831700 23707706 26902573 112747201 265455 318405 301942 274007 264385 1424194 21425180 23058588 22443884 24004071 28056236 118987959 58000 58000 690523 637357 666998 592183 720973 3308034 690523 637357 666998 592183 778973 3366034 115621925 330029 270666 246359 277617 450979 1575650 330029 270666 246359 277617 450979 1575650 21755209 23329254 22690243 24281688 28507215 120563609 0.95900 0.96160 0.01310 0.01240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 3249 3249 0 PART II-B, LINE 1: 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. 0 1 X 829318 829318 41717440 21835438 19882002 1150405 938533 211872 4639649 3261039 1378610 5641326 205225 5436101 27737903 DUE FROM RELATED PARTIES 10375762 ASSTES LIMITED AS TO USE 1925133 12300895 DUE TO RELATED PARTIES 10236767 10236767 29285527 -565229 -565229 29850756 51853 51853 29902609 26079717 0 26079717 51853 51853 26131570 PART IV, LINE 2B: RESIDENT FUNDS ARE ON DEPOSIT WITH THE ORGANIZATION. X X X X 0 0 0 0 0 0 0 0 0 POLLY GRETZINGER EXECUTIVE DIRECTOR OF CAMPUS OP. 168033 0 18720 0 0 0 3257 0 20432 0 210442 0 0 0 JESSICA ATKINSON EXECUTIVE DIRECTOR OF CAMPUS LIVING 156369 0 18808 0 0 0 3011 0 28393 0 206581 0 0 0 FELICIA SCHULD CMA 194302 0 0 0 0 0 0 0 498 0 194800 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 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. 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 1106749 11700000 150076 11549924 2016 1 0 1 1 B 35605000 35605000 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 X 1 766100 APPRAISED VALUE 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B). 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. 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 10593251 ACTUAL VALUE