2020-06-17T07:39:39-05:00 2019-06-30 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2018-07-01 390980974 SILVER LAKE COLLEGE OF THE HOLY FAMILY INC SILV 9206866121 2406 S ALVERNO ROAD MANITOWOC WI 54220 DR ROBERT CALLAHAN PRESIDENT 9206866121 2020-06-10 1 DORI J EGGETT P00645252 2695674500 2020-06-05 24.127.213.245 2020-06-10 06:22:28 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 D1A42FCEE5CBCA1835161BC59C75369F1B7E9248 2018 2020-11-06 18:47:13Z DR ROBERT CALLAHAN 2406 S ALVERNO ROAD MANITOWOC WI 54220 17040774 0 X WWW.SL.EDU X 1935 WI PROVIDING COLLEGE EDUCATION 19 18 357 24 0 0 4873063 8090176 9394976 8484400 507974 275815 195903 164919 14971916 17015310 2788078 3374313 0 0 6934255 5338694 0 0 437021 5514807 4757681 15237140 13470688 -265224 3544622 25581641 24542918 11412807 6838291 14168834 17704627 X SILVER LAKE COLLEGE IS A DYNAMIC LEARNING COMMUNITY THAT EMPOWERS STUDENTS THROUGH A QUALITY LIBERAL ARTS EDUCATION, INTEGRATED WITH PROFESSIONAL PREPARATION, OFFERED IN AN ENVIRONMENT OF MUTUAL RESPECT AND CONCERN FOR PERSONS, BASED ON THE PRINCIPALS AND TRUTHS OF THE FRANCISCAN CATHOLIC TRADITION. 0 0 7239433 3374313 7534807 INSTRUCTIONAL: INCLUDES ACADEMIC PROGRAMS OF COLLEGE CURRICULUM SERVING OVER 400 STUDENTS PER SEMESTER. PROGRAMS OFFERED INCLUDE MAJORS IN ART, ENGLISH, MATH, MUSIC, SCIENCE, THEOLOGY, PSYCHOLOGY, BUSINESS, NURSING AND EDUCATION AS WELL AS GRAD PROGRAMS IN EDUCATION, MUSIC, AND BUSINESS. 413682 6647 ACADEMIC SUPPORT: FINANCIAL AID, ATHLETICS, ADMISSIONS, SCHEDULING, INTERN PLACEMENT, ACADEMIC ADVISING, PROGRAM COUNSELING, AV AND COMPUTER AID AND INSTRUCTION, STUDENT SERVICES, PUBLIC INFORMATION, STUDY SKILLS HELP, LIBRARY, AND SUPPORT. 1386045 991241 AUXILIARY SERVICES: SERVICES PROVIDED FOR STUDENT CONVENIENCE INCLUDING CAFETERIA, BOOKSTORE, PRINT SHOP, AND STUDENT HOUSING. 9039160 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 1 1 0 1 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 46 0 1 357 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 18 0 0 0 0 1 1 1 1 1 1 0 0 1 1 1 1 1 0 0 0 WI X PATRICIA HUETTL 9206866121 2406 S ALVERNO ROAD MANITOWOC WI 54220 X JEFF KIEL BOARD MEMBER 1.00 0.00 X 0 0 0 JOE DEBILZEN BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN ZIMMER BOARD MEMBER 1.00 0.00 X 0 0 0 SR HELENA YOUNG BOARD MEMBER 1.00 0.00 X 0 0 0 MIKE SCHUTZ BOARD MEMBER 1.00 0.00 X 0 0 0 CHRISTINE KORNELY BOARD MEMBER 1.00 0.00 X 0 0 0 SR JANE KINATE BOARD MEMBER 1.00 0.00 X 0 0 0 KORY SCHMIDT BOARD MEMBER 1.00 0.00 X 0 0 0 DR KUMAR KANGAYAPPAN BOARD MEMBER 1.00 0.00 X 0 0 0 DR MARY GOVIER BOARD MEMBER 1.00 0.00 X 0 0 0 SR CAROL ANN GAMBSKY BOARD MEMBER 1.00 0.00 X 0 0 0 FR DAN FELTON BOARD MEMBER 1.00 0.00 X 0 0 0 PATRICK BRANDEL BOARD MEMBER 1.00 0.00 X 0 0 0 KEVIN CRAWFORD BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN RUSSO VICE CHAIR 1.00 0.00 X X 0 0 0 ERIC VOLCHEFF CHAIR 1.00 0.00 X X 0 0 0 MARK FENLON TREASURER 1.00 0.00 X X 0 0 0 SR ADRIANNA SCHOUTEN SECRETARY 1.00 0.00 X X 0 0 0 DR ROB CALLAHAN PRESIDENT 40.00 0.00 X X 243097 0 15089 JANEEN MEIFERT CFO 40.00 0.00 X 159835 0 16866 TRACY MILKOWSKI VP ADVANCEMENT 40.00 0.00 X 161656 0 5655 MARC BARBEAU VP ADVANCEMENT - FORMER 0.00 0.00 X 275000 0 0 MATTHEW SOUCY VP ACADEMIC AFFAIRS - FORMER 0.00 0.00 X 300000 0 0 SANDRA ISSELMANN VP HUMAN RESOURCES - FORMER 0.00 0.00 X 374791 0 5781 1514379 0 43391 6 1 1 0 SODEXO INC AND AFFILIATES PO BOX 360170 PITTSBURGH PA 15251 FOOD SERVICE 470877 FRANCISCAN SISTERS OF HOLY FAMILY CONVEN 2410 SOUTH ALVERNO RD MANITOWOC WI 54220 FACULTY & STAFF SALARY & BENEFITS 246658 HEARTLAND BUSINESS SYSTEMS 1700 STEPHEN STREET LITTLE CHUTE WI 54140 IT SERVICES 221233 WAICU EDTECH CONSOR 122 W WASHINGTON AVE MADISON WI 53703 TECHNOLOGY FOR JENZABAR PLATFORM 166789 FSCCM SPONSORED MINISTRIES 1415 SOUTH RAPID ROAD MANITOWOC WI 54220 ASSESSMENT TO SPONSORED MINISTRIES 121663 7 114413 7301549 493210 181004 8090176 TUITION AND FEES 611710 7534807 7534807 CAFETERIA 611710 481385 481385 STUDENT HOUSING 611710 440240 440240 RELATED PARTY RENTAL 532000 21321 21321 TRANSCRIPTS AND CREDENTIALS 611710 5785 5785 862 862 8484400 1019 1019 274796 0 274796 274796 274796 32578 114413 25464 7114 7114 MISCELLANEOUS 900099 142196 32686 109510 MUSIC CONSERVATORY 900099 15609 15609 157805 17015310 8532695 0 392439 X 3181833 3181833 192480 192480 478397 478397 4109885 2542323 1202314 365248 30060 16801 10393 2866 408548 259606 130851 18091 311804 175756 111535 24513 23284 23284 17700 17700 35179 35179 1565507 934794 624890 5823 91935 420 91515 43684 24323 17786 1575 122175 122175 322953 6899 316054 118574 106282 9416 2876 521 521 236408 98936 137472 1106583 1106583 125016 125016 MEMBERSHIPS & DUES 184499 57590 110885 16024 SUPPLIES 177519 121492 56027 TUITION REMISSION 77153 77153 REPAIRS & MAINTENANCE 34534 4605 29929 474457 208437 266015 5 13470688 9039160 3994507 437021 1661 1552 454765 384675 68370 37616 286497 97018 156510 52940 23434546 7651075 16378784 15783471 7048441 7050629 20109 18314 1166504 1116703 25581641 24542918 408939 738783 217237 10515 3361335 2935204 2975000 3141390 315001 0 4135295 12399 11412807 6838291 X 5861543 9448903 1584656 1456328 6722635 6799396 14168834 17704627 25581641 24542918 3544622 -8829 0 X X 0 1 X 1 1 1 X 2040400 1197720 6526260 4873063 8090176 22727619 2040400 1197720 6526260 4873063 8090176 22727619 22727619 126770 128994 125777 114060 1019 496620 350860 380105 318124 235902 142088 1427079 24651318 41967418 0.92200 0.87270 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE - 2014 AMOUNT: $ 114,816. 2015 AMOUNT: $ 96,759. 2016 AMOUNT: $ 52,666. 2017 AMOUNT: $ 119,765. 2018 AMOUNT: $ 32,578. MISCELLANEOUS REVENUE - 2014 AMOUNT: $ 236,044. 2015 AMOUNT: $ 283,346. 2016 AMOUNT: $ 265,458. 2017 AMOUNT: $ 116,137. 2018 AMOUNT: $ 109,510. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 167872 X 0 7080694 76760 265964 363415 7060003 7064603 157909 401464 543282 7080694 6742981 146331 727489 552198 7064603 7242230 3039 118109 620397 6742981 7228457 195607 179976 361810 7242230 0.96310 0.03690 0 0 347808 347808 19125574 7651075 11474499 3076596 3076596 884568 884568 15783471 OTHER LIABILITIES 12399 12399 14822453 -8829 1200000 1191171 13631282 35179 3348849 3384028 17015310 11286660 1200000 25464 1225464 10061196 35179 3374313 3409492 13470688 PART III, LINE 4: THE COLLEGE MAINTAINS A BOOK COLLECTION IN ITS LIBRARY. THE LIBRARY SERVES AS AN INFORMATION CENTER TO SUPPORT, SUPPLEMENT, AND ENRICH THE CURRICULUM OF EACH DISCIPLINE THAT THE COLLEGE OFFERS. PART V, LINE 4: THE COLLEGE USES ITS ENDOWMENT FUNDS FOR SCHOLARSHIPS, FACULTY SALARIES, AND OPERATION OF THE MUSIC BUILDING. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE -25,464. SCHOLARSHIPS REPORTED AS A REDUCTION FROM TUITION ON FINANCIAL STATEMENTS 3,374,313. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 25,464. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS REPORTED AS A REDUCTION FROM TUITION ON FINANCIAL STATEMENTS 3,374,313. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL CATALOG STATES, "SILVER LAKE COLLEGE DOES NOT DISCRIMINATE ON THE BASIS OF AGE, SEX, RACE, COLOR, CREED, PHYSICAL DISABILITY, VETERANS STATUS, OR NATIONAL OR ETHNIC ORIGIN IN ADMINISTRATION OF ITS ADMISSION POLICY, ATHLETIC PROGRAMS, EDUCATIONAL PROGRAMS, EMPLOYMENT PRACTICES, SCHOLARSHIP AND LOANS PROGRAM, AND OTHER COLLEGE ADMINISTERED PROGRAMS AND ACTIVITIES." SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVED FEDERAL GRANTS FROM THE BUREAU OF INDIAN AFFAIRS, THE DEPARTMENT OF VETERAN'S AFFAIRS, THE U.S. DEPARTMENT OF EDUCATION, AND THE DEPARTMENT OF WORKFORCE DEVELOPMENT. STATE GRANTS WERE RECEIVED FROM THE WISCONSIN HIGHER EDUCATION AIDS BOARD. 1 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 SCHOLARSHIPS N/A 60980 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 SCHOLARSHIPS N/A 98700 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 SCHOLARSHIPS N/A 32800 0 0 0 0 0 0 192480 0 192480 SCHOLARSHIPS CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 2 60980 CHARGE AGAINST TUITION SCHOLARSHIPS EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 4 98700 CHARGE AGAINST TUITION SCHOLARSHIPS SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 1 32800 CHARGE AGAINST TUITION 0 0 0 0 0 0 PART I, LINE 2: GRANTS AND SCHOLARSHIPS ARE AWARDED TO STUDENTS ATTENDING THE COLLEGE AND ARE DIRECTLY APPLIED AGAINST THEIR TUITION COSTS. GALA 146991 114413 32578 6658 3474 9755 5577 146991 114413 32578 6658 3474 9755 5577 25464 7114 1 VARIOUS GRANTS AND SCHOLARSHIPS FOR ACADEMIC EXCELLENCE AND EXTRACURRICULAR ACTIVITIES. 284 3181833 PART I, LINE 2: GRANTS AND SCHOLARSHIPS ARE AWARDED TO STUDENTS ATTENDING THE COLLEGE AND ARE DIRECTLY APPLIED AGAINST THEIR TUITION COSTS. X 1 1 X 1 0 0 0 0 0 0 0 0 DR ROB CALLAHAN PRESIDENT 181346 0 0 0 61751 0 0 0 15089 0 258186 0 0 0 JANEEN MEIFERT CFO 150635 0 0 0 9200 0 0 0 16866 0 176701 0 0 0 TRACY MILKOWSKI VP ADVANCEMENT 155656 0 0 0 6000 0 0 0 5655 0 167311 0 0 0 MARC BARBEAU VP ADVANCEMENT - FORMER 0 0 0 0 275000 0 0 0 0 0 275000 0 0 0 MATTHEW SOUCY VP ACADEMIC AFFAIRS - FORMER 0 0 0 0 300000 0 0 0 0 0 300000 0 0 0 SANDRA ISSELMANN VP HUMAN RESOURCES - FORMER 54432 0 0 0 320359 0 0 0 5781 0 380572 0 0 0 PART I, LINE 4A THE FOLLOWING INDIVIDUALS RECEIVED A SEVERANCE OR CHANGE OF CONTROL PAYMENT: SANDY ISSELMANN - $320,359 MARC BARBEAU - $275,00 MATT SOUCY - $300,000 DUE TO A MISCALCULATION, THE SEVERANCE PACKAGES LISTED ABOVER WERE INADVERTANTLY REPORTED ON THE 2017 TAX RETURN. THE PACKAGES WERE PAID OUT ONLY ONCE DURING 2018 AND SHOULD NOT HAVE BEEN INCLUDED ON THE 2017 RETURN. A WI HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 391337855 NONEAVAIL 2010-12-30 4635000 BUILDING RENOVATIONS 0 0 0 A 208235 4635000 35905 4599517 2010 0 0 1 1 A 0 0 0 0 1 0 0 A 1 1 0 0 0 0 A 0 FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THIS CORPORATION IS THE FRANCISCAN SISTERS OF CHRISTIAN CHARITY SPONSORED MINISTRIES, INC. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER IS AUTHORIZED TO APPOINT TO AND REMOVE MEMBERS FROM THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER RESERVES THE RIGHT TO APPROVE THE INTRODUCTION OR TERMINATION OF VALUE SENSITIVE PROGRAMS AND TO ESTABLISH MONITORING MECHANISMS TO ENSURE PROGRAMS ARE CONSISTENT WITH THE TRADITIONS, SPIRIT, AND CHARISM OF THE FRANCISCAN SISTERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CFO AND PRESIDENT PRIOR TO BEING E-FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. THE BOARD CHAIR REVIEWS AND MONITORS FOR POTENTIAL CONFLICTS. IF A CONFLICT ARISES, THE BOARD MEMBER ABSTAINS FROM VOTING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS NOT AVAILABLE TO THE PUBLIC. FORM 990 PART VI LINE 9 JANEEN MEIFERT 371 PRESERVE WAY COLGATE, WI 53017-9150 FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 934,794. MANAGEMENT AND GENERAL EXPENSES 624,890. FUNDRAISING EXPENSES 5,823. TOTAL EXPENSES 1,565,507. FORM 990, PART XII, LINE 2C: THERE WAS NO CHANGE IN OVERSIGHT PROCESS OR SELECTION FOR THE CURRENT YEAR. HOLY FAMILY CONVENT OF THE FRANCISCAN SISTERS OF CHRISTIAN CHARITY 2409 SOUTH ALVERNO ROAD MANITOWOC WI 54220 390808523 HEALTH CARE & HIGHER EDUCATION WI 501(C)(3) LINE 1 N/A 0 FRANCISCAN SISTERS OF CHRISTIAN CHARITY SPONSORED MINISTRIES INC 1415 S RAPIDS ROAD MANITOWOC WI 54220 391530622 HEALTH CARE & HIGHER EDUCATION WI 501(C)(3) LINE 1 HOLY FAMILY CONVENT OF THE FRANCISCAN SISTERS OF CHRISTIAN CHARITY INC 1 FRANCISCAN CARE SERVICES INC 430 NORTH MONITOR STREET WEST POINT NE 68788 470486026 HEALTH CARE NE 501(C)(3) LINE 3 HOLY FAMILY CONVENT OF THE FRANCISCAN SISTERS OF CHRISTIAN CHARITY INC 1 GENESIS HEALTHCARE SYSTEM 800 FOREST AVENUE ZANESVILLE OH 43701 314379479 HOLDING COMPANY OH 501(C)(3) LINE 1 HOLY FAMILY CONVENT OF THE FRANCISCAN SISTERS OF CHRISTIAN CHARITY INC 1 HOLY FAMILY MEMORIAL INC 2300 WESTERN AVENUE MANITOWOC WI 54220 390806395 HEALTH CARE WI 501(C)(3) LINE 3 HOLY FAMILY CONVENT OF THE FRANCISCAN SISTERS OF CHRISTIAN CHARITY INC 1 ST PAUL ELDER SERVICES INC 316 EAST 14TH STREET KAUKAUNA WI 54130 391029149 ELDER CARE WI 501(C)(3) LINE 1 HOLY FAMILY CONVENT OF THE FRANCISCAN SISTERS OF CHRISTIAN CHARITY INC 1 ST JOSEPH'S ELDER SERVICES 540 E WASHINGTON ST WEST POINT NE 68788 814879204 ELDER CARE NE 501(C)(3) LINE 3 UNITED STATES CONFERENCE OF CATHOLIC BISHOPS 0 0 0 1 0 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 HOLY FAMILY CONVENT OF THE FRANCISCAN SISTERS OF CHRISTIAN CHARITY C 7301549 CASH HOLY FAMILY CONVENT OF THE FRANCISCAN SISTERS OF CHRISTIAN CHARITY K 1200000 FMV