2025-08-20T08:17:27-05:00 2025-03-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2024-04-01 391919667 ATTIC ANGEL PLACE INC ATTI 6086628842 8301 OLD SAUK ROAD MIDDLETON WI 53562 MICHELLE GODFREY CEO 6086628842 2025-08-18 1 1 LAURA SCHWEITZER CPA P01760010 6086628600 2025-08-18 2024 2025-03-06 01:10:19Z MICHELLE GODFREY 8301 OLD SAUK ROAD MIDDLETON WI 53562 25744088 0 X WWW.ATTICANGEL.ORG X 1998 WI ATTIC ANGEL PLACE, INC'S MISSION IS TO PROVIDE SENIOR HOUSING AND HEALTH CARE SERVICES. 5 5 0 235 0 0 243710 248352 15684942 17139533 1078576 1015552 56792 114362 17064020 18517799 0 0 0 0 11507630 12373646 0 0 0 5686152 6184558 17193782 18558204 -129762 -40405 38034961 37342325 16698538 15811448 21336423 21530877 X ATTIC ANGEL PLACE, INC'S MISSION IS TO PROVIDE HIGH QUALITY SENIOR HOUSING SERVICES IN A CARING AND PERSONALIZED ATMOSPHERE THAT RESPECTS THE DIGNITY, ENCOURAGES THE INDEPENDENCE, AND ENHANCES THE QUALITY OF LIFE OF EACH RESIDENT. 0 0 3240377 3806213 ATTIC ANGEL COMMUNITY - SEGOE HEIGHTS (FORMERLY APARTMENTS) - CONSISTS OF 74 RESIDENTIAL CARE APARTMENT COMPLEX APARTMENTS (RCAC), INDEPENDENT-STYLE WITH SERVICES, OFFERING CHOICES IN SIZE WITH SUPPORTIVE AND NURSING SERVICES AVAILABLE AS NEEDED. 5182999 6277197 ATTIC ANGEL COMMUNITY - BRYANT RIDGE (FORMERLY HOUSEHOLDS) - CONSISTS OF 56 RCAC ASSISTED LIVING UNITS IN A NEIGHBORHOOD STYLE PROVIDING RESIDENTS THREE MEALS A DAY AND ENHANCED PROFESSIONAL NURSING CARE AND SUPPORTIVE LIVING SERVICES IN A HOME LIKE SETTING. 2446919 2889196 ATTIC ANGEL COMMUNITY - HAVEN - CONSISTS OF 20 CBRF UNITS WHERE RESIDENTS RECEIVE BOTH NURSING CARE AND THERAPEUTIC ACTIVITIES TO ADDRESS DEMENTIA AND PHYSICAL NEEDS. 4954507 4245545 ATTIC ANGEL COMMUNITY - GORHAM GLEN (FORMERLY HEALTH CENTER) - 44 BED CBRF SERVES RESIDENTS WITH BOTH LONG-TERM CARE AND SHORT-TERM REHABILITATION SERVICES. 4954507 4245545 15824802 1 1 0 0 0 0 0 0 0 0 1 0 1 0 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 0 0 0 0 0 1 0 0 0 1 28 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X X JOHN KAISER 6086628895 8301 OLD SAUK RD MIDDLETON WI 53562 SUE BUSH CHAIR 5.00 0.00 X X 0 0 0 MARY MIEDANER VICE CHAIR 2.00 0.00 X X 0 0 0 BARBARA BERVEN TREASURER 1.00 0.00 X X 0 0 0 NANCY OLSON SECRETARY 1.00 0.00 X X 0 0 0 KIM KUNDERT DIRECTOR 1.00 0.00 X 0 0 0 MICHELLE GODFREY CEO 15.60 24.40 X 0 219606 10933 JOHN KAISER CFO 30.00 10.00 X 0 146239 15402 DEREK BUCKLEY VP HOUSING & MANAGED SRV 39.00 1.00 X 0 155015 8003 KIMBERLY BLUM CAMPUS EXECUTIVE DIRECTOR 38.00 2.00 X 0 142869 33392 KELLY DUBOIS VP MARKETING & DONOR RELATIONS 30.00 10.00 X 0 133075 6960 JUDITH HINZE NURSING MANAGER 40.00 0.00 X 0 108612 30131 KENDELL WRIGHT HR DIRECTOR 37.00 3.00 X 0 117601 24100 0 1023017 128921 7 0 1 0 SHIFTKEY PO BOX 735913 DALLAS TX 75373 STAFFING AGENCY SERVICES 1085568 IKM 6950 GISHOLT DR MADISON WI 53713 HVAC INSTALLATION SERVICES 516673 ASCENDO HEALTHCARE 500 W CYPRESS CREEK RD FORT LAUDERDALE FL 33309 STAFFING AGENCY SERVICES 485486 CABINETS MILLWORK BY TVR 1713 AURORA ST MIDDLETON WI 53562 CABINET CRAFTING AND INSTALLATION SERVIC 259010 PARASOL ALLIANCE 557 FOREST VIEW RD LINDENHURST IL 50046 IT MANAGMENT SERVICES 255924 8 27395 220957 248352 BRYANT RIDGE (HOUSEHOLD) 624200 6270852 6270852 GORHAM GLEN (NURSING) 623000 4183013 4183013 SEGOE HEIGHTS (APARTMENTS) 624200 3802408 3802408 MEMORY CARE - THE HAVEN 624200 2883260 2883260 17139533 494916 494916 7746925 7226289 520636 520636 520636 OTHER REVENUE 900099 78618 78618 INSURANCE PREMIUMS REIMBURSED 900099 35744 35744 114362 18517799 17218151 0 1051296 229634 200690 28944 9754785 8525235 1229550 171910 150242 21668 1588355 1388149 200206 628962 549684 79278 18068 4623 13445 118119 118119 44103 44103 38893 38893 292594 235555 57039 270472 19344 251128 618314 555943 62371 778063 766582 11481 401780 401780 2157289 2157289 177694 177694 THERAPY 818736 476298 342438 RESIDENT AID SUBSIDY 203031 203031 EQUIPMENT REPAIR 82738 107418 -24680 RECRUITMENT 82082 82082 82582 82939 -357 18558204 15824802 2733402 0 669093 780437 65902 865284 579955 549077 81567 67209 107096 108529 46656457 27989687 19061490 18666770 17422074 16290007 47784 15012 38034961 37342325 1770832 1693304 2910073 3179934 11416148 10284416 601485 653794 16698538 15811448 X 21260641 21415368 75782 115509 21336423 21530877 38034961 37342325 -40405 234859 0 X 0 1 X 1 0 X X 1 ATTIC ANGEL ASSOCIATION 390854841 10 1 15824802 0 1 15824802 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1411337 1411337 40915875 24325424 16590451 4189458 3664263 525195 139787 139787 18666770 CORPORATE BONDS AND FIXED INCOME MUTUAL FUNDS 4304237 F COMMON STOCKS AND EQUITY MUTUAL FUNDS 7882327 F U.S. GOVERNMENT AND AGENCY OBLIGATIONS 3106970 F ETF, REIT HOLDINGS, AND ALTERNATIVES 996473 F 16290007 FINANCING LEASES 18294 REFUNDABLE DEPOSITS 127500 WAIT LIST DEPOSIT 496000 RESERVATION FEES 12000 653794 0 0 0 0 0 0 0 0 0 MICHELLE GODFREY CEO 0 214680 0 4926 0 0 0 9882 0 1051 0 230539 0 0 KIMBERLY BLUM CAMPUS EXECUTIVE DIRECTOR 0 139438 0 3431 0 0 0 6429 0 26963 0 176261 0 0 DEREK BUCKLEY VP HOUSING & MANAGED SRV 0 151699 0 3316 0 0 0 6976 0 1027 0 163018 0 0 JOHN KAISER CFO 0 142994 0 3245 0 0 0 6581 0 8821 0 161641 0 0 PART I, LINE 3 ATTIC ANGEL ASSOCIATION IS THE EMPLOYER OF ALL THE EMPLOYEES OF ATTIC ANGEL ASSOCIATION AND ATTIC ANGEL PLACE. THERE IS AN HR COMMITTEE THAT REPORTS TO THE BOARD OF DIRECTORS. THE CEO/PRESIDENT'S JOB DESCRIPTION IS REVIEWED ANNUALLY BY THE HR COMMITTEE AND SALARY RECOMMENDATIONS ARE MADE TO THE BOARD FOR APPROVAL AND IMPLEMENTED BY THE PAYROLL AREA. THE HR DIRECTOR AND THE HR DIRECTOR'S TEAM REVIEW MARKET DATA THROUGH SALARY SURVEYS AND ONLINE MARKET COMPENSATION TOOLS. ANY RECOMMENDATIONS ARE DOCUMENTED IN THE MINUTES OF THE HR COMMITTEE AND ANY RECOMMENDATIONS APPROVED BY THE BOARD ARE APPROVED IN THE MINUTES OF THE BOARD MEETING. A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY - 2017 391337855 2017-12-28 17824500 REFINANCE SERIES 2012 0 0 0 A 7448054 17824500 175000 2000 1 0 1 1 A 0 1 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE AAP BOARD OF DIRECTORS. THE CHAIR OF THE BOARD SHALL SERVE AS CHAIR OF THE COMMITTEE. THE EXECUTIVE COMMITTEE, EXCEPT TO THE EXTENT THAT ITS AUTHORITY MAY BE LIMITED BY RESOLUTION ADOPTED BY AN AFFIRMATIVE VOTE OF A MAJORITY OF THE BOARD, SHALL HAVE POWER TO TRANSACT ALL REGULAR BUSINESS OF AAP DURING THE INTERIM BETWEEN MEETINGS OF THE AAP BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE POWER TO ELECT OFFICERS OF THE BOARD OR FILL VACANCIES IN THE AAP BOARD OF DIRECTORS OR IN THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS A SINGLE CLASS OF MEMBERS, AND THE SOLE MEMBER OF THAT CLASS IS ATTIC ANGEL ASSOCIATION, EIN 39-0854841. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER'S VOLUNTEER/NOMINATING COMMITTEE MAKES RECOMMENDATIONS FOR BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT 990 WILL BE SENT TO THE BOARD TO REVIEW AND PROVIDE INPUT PRIOR TO FINAL SUBMISSION FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD OF DIRECTOR MEMBERS ARE REQUIRED TO READ AND SIGN ANNUAL CONFLICT OF INTEREST. IT IS ALSO PART OF EMPLOYEE HANDBOOK AND EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS. PUBLIC AUDITORS, AS PART OF THE ANNUAL AUDIT, REVIEW TRANSACTIONS FOR ANY EVIDENCE OF CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 18 PREVIOUSLY FILED FEDERAL RETURNS ARE AVAILABLE UPON REQUEST. CURRENT YEAR RETURNS ARE AVAILABLE ON THE ATTIC ANGEL'S PUBLIC WEBSITE FORM 990, PART VI, SECTION C, LINE 19 ATTIC ANGEL PLACE'S FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE UPON REQUEST AT 8301 OLD SAUK ROAD, MIDDLETON, WI 53562. ATTIC ANGEL ASSOCIATION 640 JUNCTION ROAD MADISON WI 53717 390854841 OPERATION OF HEALTH CENTER/FUNDRAISE/VOLUNTEER TRAINING & SUPPORT WI 501(C)(3) LINE 10 N/A 0 ATTIC ANGEL PRAIRIE POINT INC 640 JUNCTION ROAD MADISON WI 53717 391978106 CONTINUE CARE RETIREMENT COMMUNITY WI 501(C)(3) LINE 12A, I ATTIC ANGEL ASSOCIATION 0 RIVERSONG INC 1045 HILL STREET WATERTOWN WI 53098 SENIOR RESIDENT HOUSING SERVICES WI 501(C)(3) LINE 10 ATTIC ANGEL ASSOCIATION 0 0 0 1 0 1 0 0 0 0 0 0 1 1 1 1 0 1 0 0