MARKESAN RESIDENT HOME INCORPORATED: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARKESAN RESIDENT HOME INCORPORATED (EIN 39-1526581)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-31
- IRS object ID
- 202532129349301703
- Schema version
- 2024v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-31T16:19:18-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261588174 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JT AND ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 PILGRIM PARKWAY SUITE 200 | AddressLine1Txt |
| City | ELM GROVE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391526581 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKESAN RESIDENT HOME INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 9203982751 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 N MARGARET ST | AddressLine1Txt |
| City | MARKESAN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53946 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER SAUER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9203982751 | PhoneNum |
| Signature | 2025-07-17 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK JANKE | PreparerPersonNm |
| PTIN | P00737129 | PTIN |
| Phone | 2627899945 | PhoneNum |
| Preparation | 2025-07-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JENNIFER SAUER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 N MARGARET ST | AddressLine1Txt |
| City | MARKESAN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53946 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,150,678 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | MRHOME.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO OPERATE AND MAINTAIN A NURSING HOME FACILITY AND PROVIDE NECESSARY MEDICAL AND PSYCHOLOGICAL CARE AND SUPPORT FOR ITS RESIDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 147 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,222,714 | PYContributionsGrantsAmt |
| CY Contributions Grants | $25,498 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,831,894 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,001,867 | CYProgramServiceRevenueAmt |
| PY Investment Income | $66,651 | PYInvestmentIncomeAmt |
| CY Investment Income | $115,942 | CYInvestmentIncomeAmt |
| PY Other Revenue | $23,044 | PYOtherRevenueAmt |
| CY Other Revenue | $7,371 | CYOtherRevenueAmt |
| PY Total Revenue | $8,144,303 | PYTotalRevenueAmt |
| CY Total Revenue | $7,150,678 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,006,933 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,431,105 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,750,647 | PYOtherExpensesAmt |
| CY Other Expenses | $2,739,082 | CYOtherExpensesAmt |
| PY Total Expenses | $6,757,580 | PYTotalExpensesAmt |
| CY Total Expenses | $7,170,187 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,386,723 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$19,509 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,855,117 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,599,986 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,604,805 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,369,183 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,250,312 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,230,803 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO OPERATE AND MAINTAIN A NURSING HOME FACILITY AND PROVIDE NECESSARY MEDICAL AND PSYCHOLOGICAL CARE AND SUPPORT FOR ITS RESIDENTS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,361,809 | ExpenseAmt |
| Revenue | $7,009,238 | RevenueAmt |
| Desc | NURSING, SOCIAL SERVICE, ACTIVITIES, DIETARY, AND MAINTENANCE SERVICES PROVIDED TO THE AGED, INFIRMED, AND DISABLED PERSONS. | Desc |
| Total Program Service Expenses | $6,361,809 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 147 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (true) | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER SAUER | PersonNm |
| Phone | 9203982751 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 N MARGARET ST | AddressLine1Txt |
| City | MARKESAN | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53946 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| JENNIFER SAUER | |||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $123,218 | $0 | $7,827 | ||
| AMY NEWTON | |||||||
| NURSE | 40.00 | $106,669 | $0 | $3,230 | Yes (X) | ||
| SHARON DOXTATOR | |||||||
| DIRECTOR | 1.00 | $500 | $0 | $0 | Yes (X) | ||
| CAROL HAZLEWOOD | |||||||
| CHAIRPERSON | 1.00 | Yes (X) | $500 | $0 | $0 | Yes (X) | |
| SKIP WALKER | |||||||
| DIRECTOR | 1.00 | $500 | $0 | $0 | Yes (X) | ||
| KATRYN SCHWANDT | |||||||
| SECRETARY/TR | 1.00 | Yes (X) | $450 | $0 | $0 | Yes (X) | |
| WILL PFLUM | |||||||
| VICE CHAIR | 1.00 | Yes (X) | $400 | $0 | $0 | Yes (X) | |
| JOHN STETLER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $350 | $0 | $0 | Yes (X) | |
| RAY RADIS | |||||||
| DIRECTOR | 1.00 | $300 | $0 | $0 | Yes (X) | ||
| BRANDON SOSINSKY | |||||||
| DIRECTOR | 1.00 | $250 | $0 | $0 | Yes (X) | ||
| DR JARED KOHLENBERG | |||||||
| MEDICAL DIRE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $233,137 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $11,057 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GREENFIELD REHAB AGENCY | |||||
| 3360 GATEWAY RD SUITE 100 | BROOKFIELD | WI | 53045 | THERAPY | $186,417 |
| FUSION MEDICAL STAFFING | |||||
| PO BOX 30131 | OMAHA | NE | 681031231 | NURSING | $177,667 |
| AEGIS THERAPIES INC | |||||
| PO BOX 936653 | ATLANTA | GA | 311936653 | THERAPY | $166,459 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $25,498 | AllOtherContributionsAmt |
| Total Contributions | $25,498 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET RESIDENT SERVICE REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $7,001,867 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,001,867 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,001,867 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $115,942 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $115,942 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Total Revenue Column | $7,371 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,371 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,371 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,150,678 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,125,180 | RelatedOrExemptFuncIncomeAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,218 | TotalAmt |
| Management And General | $123,218 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,744,386 | TotalAmt |
| Program Services | $3,395,281 | ProgramServicesAmt |
| Management And General | $349,105 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,120 | TotalAmt |
| Program Services | $53,068 | ProgramServicesAmt |
| Management And General | $6,052 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,281 | TotalAmt |
| Program Services | $195,937 | ProgramServicesAmt |
| Management And General | $22,344 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,100 | TotalAmt |
| Program Services | $256,814 | ProgramServicesAmt |
| Management And General | $29,286 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145 | TotalAmt |
| Management And General | $145 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,475 | TotalAmt |
| Management And General | $47,475 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,983 | TotalAmt |
| Program Services | $20,983 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,967 | TotalAmt |
| Program Services | $141,173 | ProgramServicesAmt |
| Management And General | $2,794 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,941 | TotalAmt |
| Program Services | $3,971 | ProgramServicesAmt |
| Management And General | $3,970 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,415 | TotalAmt |
| Program Services | $69,637 | ProgramServicesAmt |
| Management And General | $778 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,819 | TotalAmt |
| Program Services | $296,506 | ProgramServicesAmt |
| Management And General | $3,313 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,818 | TotalAmt |
| Program Services | $80,818 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| PURCHASED SERVICES | $675,298 | $675,298 |
| MEDICARE EXP INCL THERAPY | $355,546 | $355,546 |
| DIETARY FOOD PURCHASES | $223,227 | $223,227 |
| NURSING SUPPLIES | $153,192 | $153,192 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $660,256 | TotalAmt |
| Program Services | $440,358 | ProgramServicesAmt |
| Management And General | $219,898 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,170,187 | TotalAmt |
| Program Services | $6,361,809 | ProgramServicesAmt |
| Management And General | $808,378 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,948,976 | BOYAmt |
| EOY | $2,807,551 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $619,973 | BOYAmt |
| EOY | $452,989 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,916 | BOYAmt |
| EOY | $60,705 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,096,394 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,595,363 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,446,780 | BOYAmt |
| EOY | $2,501,031 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $754,472 | BOYAmt |
| EOY | $777,710 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,855,117 | BOYAmt |
| EOY | $6,599,986 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $416,073 | BOYAmt |
| EOY | $455,314 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,066,582 | BOYAmt |
| EOY | $1,730,770 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,150 | BOYAmt |
| EOY | $183,099 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,604,805 | BOYAmt |
| EOY | $2,369,183 | 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 | $4,250,312 | BOYAmt |
| EOY | $4,230,803 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,250,312 | BOYAmt |
| EOY | $4,230,803 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,855,117 | BOYAmt |
| EOY | $6,599,986 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$19,509 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $1,345,019 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,292,427 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $459,975 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,222,714 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,498 | CurrentTaxYearAmt |
| Total | $4,345,633 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,214,268 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,939,389 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,517,166 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,921,589 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,125,180 | CurrentTaxYearAmt |
| Total | $29,717,592 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,559,287 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,231,816 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,977,141 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,144,303 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,150,678 | CurrentTaxYearAmt |
| Total | $34,063,225 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $34,063,225 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,389 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,791 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,643 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $66,651 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $115,942 | CurrentTaxYearAmt |
| Total | $229,416 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,389 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,791 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,643 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $66,651 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $115,942 | CurrentTaxYearAmt |
| Total | $229,416 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,580,676 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,241,607 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,992,784 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,210,954 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,266,620 | CurrentTaxYearAmt |
| Total | $34,292,641 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99330 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93130 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | 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 D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $184,147 | OtherCostOrOtherBasisAmt |
| Book Value | $184,147 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,175,222 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,350,047 | DepreciationAmt |
| Book Value | $1,825,175 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,238,604 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,029,421 | DepreciationAmt |
| Book Value | $209,183 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $498,421 | OtherCostOrOtherBasisAmt |
| Depreciation | $215,895 | DepreciationAmt |
| Book Value | $282,526 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,501,031 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CSV LIFE INSURANCE | $471,879 |
| BOARD DESIGNATED CD | $150,000 |
| UNEMPLOYMENT COMPENSATION DEPOSIT | $100,000 |
| ACCRUED INTEREST RECEIVABLE | $34,348 |
| OTHER ASSETS | $14,598 |
| RESIDENT TRUST ACCOUNT | $6,885 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $777,710 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $118,666 |
| RESIDENT CREDITS & ADVANCE PAYMENTS | $63,391 |
| RESIDENT SECURITY DEPOSITS | $28,000 |
| OTHER LIABILITIES | $27,566 |
| RESIDENT TRUST LIABILITY | $6,885 |
| DEFERRED FINANCE COSTS | -$61,409 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $183,099 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $7,150,678 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $7,150,678 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $7,150,678 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,170,187 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $7,170,187 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $7,170,187 | TotalExpensesPerForm990Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 9 | SHARON DOXTATOR 160 N. MAIN ST. MARKESAN, WI 53946 KATRYN SCHWANDT 607 MAIN STREET FAIRWATER, WI 53931 CAROL HAZLEWOOD N4522 COUNTY RD E BRANDON, WI 53919 DR. JARED KOHLENBERG W734 SUNNYSIDE RD GREEN LAKE, WI 54941 JOHN STETLER 224 HARVARD STREET PRINCETON, WI 54968 WILL PFLUM PO BOX 105 MARKESAN, WI 53946 SKIP WALKER 438 S. BRIDGE ST. MARKESAN, WI 53946 RAY RADIS 566 WILSON ST GREEN LAKE, WI 54941 |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS REVIEWED BY THE COMPANY'S EXECUTIVE DIRECTOR PRIOR TO ITS FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THIS IS REVIEWED ANNUALLY FOR BOARD AND MANAGEMENT STAFF. REQUESTS ARE MADE OF BOARD AND MANAGEMENT TO DISCLOSE ANY BUSINESS RELATIONSHIPS THAT COULD BE A CONFLICT OF INTEREST. |
| FORM 990, PAGE 6, PART VI, LINE 15A | SALARIES FOR KEY EMPLOYEES IS COMPARED TO DATA RECEIVED FROM LEADINGAGE, WHICH IS A MAJOR INDUSTRY MEMBERSHIP ORGANIZATION. IN ADDITION, SALARIES IN TOTAL ARE REVIEWED BY THE BOARD IN THE BUDGET PROCESS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |