2023-05-10T13:41:10-07:00 2022-12-31 990 2022-01-01 391167483 CONGREGATIONAL HOME INC CONG 2627035577 13900 W BURLEIGH ROAD BRROKFIELD WI 53005 Patricia Servais CFO 2627035577 2023-05-10 1 1 11 0 AAL2 2022 2023-04-26 12:10:37Z KRISTINE SPRTEL 13900 W BURLEIGH ROAD BROOKFIELD WI 53005 12177232 0 X CONGREGATIONALHOME.ORG X 1968 WI CONGREGATIONAL HOME'S MISSION IS AN EXTENSION OF THE MISSION OF FIRST CONGREGATIONAL CHURCH- WAUKESHA, WI, WHOSE MISSION IS TO MAINTAIN A CARING ENVIRONMENT FOR THE ELDERLY OFFERING HEALTHCARE AND OTHER SERVICES. CONGREGATIONAL HOME DECLARES IT IMPORTANT TO RESPECT AND HONOR THE DIGNITY OF EACH INDIVIDUAL RESIDENT, TO MAINTAIN SUPERIOR QUALITY FACILITIES AND PROGRAMMING,TO CONSIDER SERVICES THAT CAN BE DELIVERED INTO THE COMMUNITY, AND TO MAINTAIN FINANCIAL STRENGTH AND STABILITY. 14 14 472 12 0 0 93350 186584 13579047 14331542 1001086 -2340894 1597000 0 16270483 12177232 0 0 0 0 8903885 9602294 0 0 0 4340780 4922709 13244665 14525003 3025818 -2347771 34639995 33023504 6034085 6765365 28605910 26258139 X CONGREGATIONAL HOME'S MISSION IS AN EXTENSION OF THE MISSION OF FIRST CONGREGATIONAL CHURCH -WAUKESHA, WHOSE MISSION IS TO MAINTAIN A CARING COMMUNITY FOR THE ELDERLY OFFERING HEALTHCARE AND OTHER SERVICES. CONGREGATIONAL HOME DECLARES THAT IT IS IMPORTANT TO RESPECT AND HONOR THE DIGNITY OF EACH INDIVIDUAL RESIDENT, TO MAINTAIN SUPERIOR QUALITY FACILITIES AND PROGRAMMING, TO CONSIDER SERVICES THAT CAN BE DELIVERED IN THE COMMUNITY, AND TO MAINTAIN FINANCIAL STRENGTH AND STABILITY. 1 0 12934605 0 14089972 THE ORGANIZATION MAINTAINS A CARING COMMUNITY FOR ELDERLY PEOPLE, OFFERING HOUSING, ELDER CARE AND QUALITY OF LIFE SERVICES. 0 0 0 12934605 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 13 0 1 472 1 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 WI X X PATRICIA SERVAIS 2627035577 13900 W BURLEIGH ROAD BROOKFIELD WI 53005 KRISTINE SPRTEL PRESIDENT / CEO 40 0 X X X 174654 0 0 JOHN GRIFFITH 2ND VICE CHAIR 1 0 X X 0 0 0 DR PETER HENRY BOARD MEMBER 1 0 X 0 0 0 DR NATHAN SCHLOEMER BOARD MEMBER 1 0 X 0 0 0 MERRILL YORK BOARD MEMBER 1 0 X 0 0 0 BILL CUMMINGS BOARD MEMBER 1 0 X 0 0 0 LISA MAUER VICE CHAIR 1 0 X X 0 0 0 VERN LARSON BOARD MEMBER 1 0 X 0 0 0 ROBERT ORNST JR CHAIRMAN 2 0 X X 0 0 0 LAURA PETRIE ANDERSON BOARD MEMBER 1 0 X 0 0 0 STEVE RUSS BOARD MEMBER 1 0 X 0 0 0 BARBARA WELLS BOARD MEMBER 1 0 X 0 0 0 HANK COLLIS BOARD MEMBER 1 0 X 0 0 0 EILEEN MESSNICK BOARD MEMBER 1 0 X 0 0 0 EUGENE GUSZKOWSKI BOARD MEMBER 1 0 X 0 0 0 174654 0 0 1 0 1 0 GREENFIELD REHAB AGENCY 3360 GATEWAY ROAD SUITE 100 BROOKFIELD WI 53045 THERAPY SERVICES 757639 SYSCO FOOD SERVICES OF EASTERN WIS ONE SYSCO DRIVE JACKSON WI 53097 FOOD PRODUCTS 425202 THRIFTY WHITE PHARMACY PO BOX 41910 PLYMOUTH MN 55442 PHARMACY PROVIDER 220814 DIRECT SUPPLY PO BOX 88201 MILWAUKEE WI 53288 EQUIPMENT 433431 CG SCHMIDT 11777 WEST LAKE PARK DRIVE MILWAUKEE WI 53224 GENERAL CONTRACTOR 763189 13 0 0 0 0 0 186584 0 186584 NET RESIDENTIAL AND SKILLED CARE 623312 14089972 14089972 0 0 241570 241570 0 0 14331542 -2340894 -2340894 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 12177232 11990648 0 0 0 0 0 0 0 0 0 0 169364 0 169364 0 0 0 0 0 7798420 7174193 624227 0 105968 92192 13776 0 941011 818680 122331 0 587531 511152 76379 0 0 0 0 0 0 0 0 0 32920 0 32920 0 0 0 0 0 0 0 46590 0 46590 0 93252 87583 5669 0 83873 0 83873 0 155072 15370 139702 0 0 0 0 0 0 0 0 832719 759740 72979 0 0 0 0 0 0 0 0 0 21163 18501 2662 0 174662 165938 8724 0 0 0 0 0 1095721 1040935 54786 0 107093 91029 16064 0 MEDICAL SUPPLIES 1156239 1156239 0 0 FOOD AND KITCHEN SUPPLIES 475707 475707 0 0 SUPPLIES 429669 398543 31126 0 DUES AND SUBSCRIPTIONS 125243 42788 82455 0 92786 86015 6771 0 14525003 12934605 1590398 0 3008201 2211220 485988 538416 0 0 709942 792518 0 0 0 0 12056 8351 53114 54182 164835 135031 32218871 15292230 15561791 16926641 14644068 12357145 0 0 0 0 0 0 0 0 34639995 33023504 566318 754186 2963911 5050000 0 0 0 0 0 0 0 0 2069917 603452 0 0 433939 357727 6034085 6765365 X 24621699 22907762 3984211 3350377 28605910 26258139 34639995 33023504 -2347771 0 0 0 0 0 X 0 1 X 1 0 X 524308 45448 74214 60207 186584 890761 11330950 13114632 12861196 13579047 14331542 65217367 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 11855258 13160080 12935410 13639254 14518126 66108128 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 66108128 213562 1633252 1406675 1001086 -2340894 1913681 0 0 0 0 0 0 213562 1633252 1406675 1001086 -2340894 1913681 0 0 0 0 0 0 0 0 0 0 0 0 12068820 14793332 14342085 14640340 12177232 68021809 0.97187 0.93497 0.02813 0.06503 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 877874 877874 0 9074746 6412278 2662468 0 17255178 5737794 11517384 0 3726909 2400810 1326099 0 1284164 741348 542816 16926641 0 REFUNDABLE ENTRANCE FEES 114415 REFUNDS PAYABLE PER CONTRACT 243312 357727 12177232 0 0 0 0 0 12177232 0 0 0 12177232 14525003 0 0 0 0 0 14525003 0 0 0 14525003 X 0 0 0 1 0 1 0 0 0 KRISTINE SPRTEL PRESIDENT / CEO 174654 0 0 0 0 0 30290 0 0 0 204944 0 0 0 Schedule J, Part I, Line 5 THE PERCENTAGE OF REVENUE OVER BUDGET WAS ONE OF SEVERAL CALCULATIONS THAT WERE MADE BY THE EXECUTIVE COMMITTEE WHEN DETERMINING THE 2022 PERFORMANCE BONUS PAID TO THE PRESIDENT/CEO. BONUS WAS PAID OUT IN JANUARY AND FEBRUARY 2023. Schedule J, Part I, Line 6 THE PERCENTAGE OF NET EARNINGS OVER BUDGET WAS ONE OF SEVERAL CALCULATIONS THAT WERE MADE BY THE EXECUTIVE COMMITTEE WHEN DETERMINING THE 2022 PERFORMANCE BONUS PAID TO THE PRESIDENT/CEO. BONUS PAID OUT IN JANUARY AND FEBRUARY 2023. Form 990, Part III, Line 2 CONGREGATIONAL HOME INC. CONSTRUCTED AN ADDITION OF 21 COMMUNITY BASED RESIDENTIAL FACILITY BEDS (CBRF) WHICH OPENED TO ADMISSIONS IN SEPTEMBER 2022. Form 990, Part VI, Section B, Line 11b NO REVIEW WAS CONDUCTED. BOARD MEMBERS ARE ADVISED THAT THE 990 HAS BEEN FILED AND THEY ARE WELCOME TO RECEIVE A COPY OF THE DOCUMENT UPON REQUEST. Form 990, Part VI, Section B, Line 12c THE BOARD'S CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED BY THE BOARD ITSELF. IF THE BOARD HAS A REASONABLE SUSPICION THAT A MEMBER HAS FAILED TO DISCLOSE EITHER AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, OR ALL MATERIAL FACTS SURROUNDING THE ACTUAL OR POTENTIAL CONFLICT HAVE NOT BEEN PROVIDED, THEN THE DIRECTOR WILL BE GIVEN AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. AFTER HEARING THE RESPONSE, THE BOARD WILL CONDUCT FURTHER INVESTIGATION IF THE DETERMINATION IS THAT THE DISCLOSURE REQUIREMENTS WERE NOT MET. THE BOARD SHALL TAKE DISCIPLINARY ACTIONS, INCLUDING CORRECTION ACTIONS OR REMOVAL FROM THE BOARD. Form 990, Part VI, Section B, Line 15 THE EXECUTIVE COMMITTEE OF THE BOARD ESTABLISHES THE ANNUAL WAGE OF THE CEO/PRESIDENT. Form 990, Part VI, Section C, Line 19 THE BOARD MAKES COPIES OF THE AUDITED FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND IRS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST.