2025-11-13T10:59:48-06:00 2024-12-31 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-01-01 391087412 ST JOSEPH RESIDENCE INC STJO 9209825354 107 E BECKERT RD NEW LONDON WI 54961 GIDGET BLANK CEO/EXECUTIVE DIRECTOR 9209825354 2025-11-13 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2025-11-13 2024 2025-03-06 01:10:19Z KATHY GWIDT 107 E BECKERT RD NEW LONDON WI 54961 9776468 0 X WWW.STJOSEPHRESIDENCE.COM X 1965 WI A LIFE PLAN COMMUNITY COMMITTED TO PROVIDING ELDERLY HOUSING AND HEALTH CARE SERVICES INCLUDING INDEPENDENT APARTMENTS, ASSISTED LIVING, SHORT TERM REHABILITATION, LONG TERM CARE, MEMORY CARE ASSISTED LIVING, AND OUTPATIENT THERAPY. 8 8 248 15 0 0 100652 98927 9117668 9548204 -138517 117488 26709 11849 9106512 9776468 0 3032 0 0 5576491 6120809 0 0 0 3081438 3015998 8657929 9139839 448583 636629 16253341 16693888 8108948 7920028 8144393 8773860 X ST. JOSEPH RESIDENCE, A SKILLED NURSING HOME, AND MARIAN HEIGHTS APARTMENTS, A RESIDENTIAL APARTMENT FACILITY, AND TRINITY TERRACE & MONARCH MEADOWS, A COMMUNITY-BASED RESIDENTIAL FACILITY SPONSORED BY CATHOLIC HEALTH INTERNATIONAL. WE AREA A CHRISTIAN COMMUNITY OF CARING PEOPLE DEDICATED TO THE HEALING MISSION OF THE CHURCH, SERVING THE ELDERLY AND SICK OF THE NEW LONDON AREA. 0 0 5893224 2014 6391823 SKILLED NURSING FACILITY PROVIDED 15,047 DAYS OF CARE IN 2024. OUR COMMUNITY FOCUSES ON PROVIDING QUALITY HEALTH CARE SERVICES IN A RURAL COMMUNITY. THIS IS EVIDENT BY THE CMS FIVE STAR RATING, EXCELLENT QUALITY MEASURES AS REPORTED BY CMS, AN ANNUAL POSITIVE NURSING HOME SURVEY, AND THE EXCELLENT STAFF TO PATIENT RATIOS WE MAINTAIN ON A DAILY BASIS. OUR ORGANIZATION IS COMMITTED TO SERVING THOSE IN FINANCIAL NEED IN OUR COMMUNITY. OUR SKILLED NURSING FACILITY SERVES APPROXIMATELY A 61% MEDICAID GOVERNMENT FUNDED POPULATION. THE COMMUNITY HAS A COMPLEX MEDICAL CARE & REHAB UNIT WITH 10 BEDS DEDICATED TO SERVING SHORT TERM REHABILITATION NEEDS IN OUR COMMUNITY. 1324012 0 1579068 MONARCH MEADOWS MEMORY CARE ASSISTED LIVING MAINTAINING 95-100% OCCUPANCY; A TOTAL OF 8,334 PATIENT DAYS WITH 38% OF THE DAYS FUNDED BY MEDICAL ASSISTANCE. THIS PROGRAM SERVES RESIDENTS WITH DEMENTIA DIAGNOSIS WHO BENEFIT FROM A SECURE ENVIRONMENT WITH AN INCREASED LEVEL OF CAREGIVERS TO MEET PSYCHOSOCIAL AND PHYSICAL NEEDS WITH ACTIVITY ENGAGING PROGRAMMING. 1250702 1018 1263165 COMMUNITY BASED RESIDENTIAL FACILITY ASSISTED LIVING PROVIDED 8,929 DAYS OF CARE WITH 57% OF CARE THAT IS MEDICAID GOVERNMENT FUNDED. THE CBRF PARTICIPATES IN A SPECIAL NEEDS PROGRAM, ALONG WITH THE SKILLED NURSING FACILITY, THAT PERMITS CARE TRANSITIONS BETWEEN THE CBRF AND THE SKILLED NURSING FACILITY RATHER THAN REQUIRING THE RESIDENT TO NEED TO BE SENT TO THE HOSPITAL. 240525 0 314148 INDEPENDENT NON-LICENSED SENIOR APARTMENT COMPLEX 26 UNITS; SERVING 9,419 RESIDENTIAL DAYS. THE SENIORS ARE ABLE TO PARTICIPATE IN SOCIAL ACTIVITIES CONNECTED WITH THE SKILLED NURSING FACILITY, CAN PARTICIPATE IN A MEAL PURCHASE PROGRAM FOR TWO MEALS A DAY, RECEIVE MAINTENANCE AND HOUSEKEEPING SERVICES, AND THEIR RESIDENCY IN THE LIFE PLAN COMMUNITY AFFORDS THEM PRIMARY PLACEMENT FOR REHAB OR ASSISTED LIVING SERVICES IN OTHER SJR COMMUNITIES IF NEEDED. ALL OF THESE SERVICES ENABLE OUR SENIORS TO REMAIN INDEPENDENT IN THEIR APARTMENT FOR AS LONG AS POSSIBLE. 240525 0 314148 8708463 1 1 0 0 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 40 0 248 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 1 1 0 WI X GIDGET BLANK 9209825354 107 E BECKERT RD NEW LONDON WI 54961 KATHY GWIDT PRESIDENT 0.50 X X 0 0 0 JOSEPH MARQUARDT SECRETARY/TREASURER 0.50 X X 0 0 0 ROGER STEINGRABER PAST PRESIDENT 0.50 X X 0 0 0 MIKE BARBIAUX BOARD MEMBER 0.50 X 0 0 0 WILLIAM SCHMIDT BOARD MEMBER 0.50 X 0 0 0 JEAN SKEWES BOARD MEMBER 0.50 X 0 0 0 RITA THIEL BOARD MEMBER 0.50 X 0 0 0 JANICE YOUNG BOARD MEMBER 0.50 X 0 0 0 GIDGET BLANK CEO/EXECUTIVE DIRECTOR 32.00 8.00 X 122637 0 7891 ISABELLA BROGAARD ASSISTANT DIRECTOR OF NURSING - R.N. 40.00 X 103295 0 3485 225932 0 11376 2 0 0 0 GREENFIELD REHABILITATION AGENCY INC 3360 GATEWAY RD SUITE 100 BROOKFIELD WI 530455115 CONTRACT PHYSICAL THERAPY SERVICES 351698 WIPFLI LLP PO BOX 3160 MILWAUKEE WI 532013160 ACCOUNTING AND MEDICAL BILLING SERVICES 115336 2 92074 6853 98927 NURSING HOME 623000 6277844 6277844 CBRF (MONARCH MEADOWS) 623000 1579068 1579068 CBRF (TRINITY TERRACE) 623000 1263165 1263165 INDEPENDENT SENIOR APARTMENTS 623000 314148 314148 RELATED PARTY SNF MGNT 623000 113979 113979 9548204 109617 109617 7496 375 0 0 7496 375 7871 7871 11849 11849 11849 9776468 9548204 0 129337 3032 3032 130528 126299 4229 5257725 5087411 170314 3727 2449 1278 332952 332591 361 395877 395877 11086 11086 124330 124330 3168 3168 137164 122056 15108 34602 34602 46314 22963 23351 92523 92523 753 753 338791 338791 21318 21318 269292 247749 21543 558382 502544 55838 16661 16661 THERAPY SUPPLIES 367754 367754 PATIENT SERVICE SUPPLIE 363943 363604 339 DIETARY SUPPLIES 272669 272669 NH BED ASSESSMENT 102000 102000 255248 254817 431 9139839 8708463 431376 0 771 771 3088265 3627442 734696 844042 104126 96438 21305 70182 16844293 8826645 8314940 8017648 1207634 1270412 2781604 2766953 16253341 16693888 466169 641249 121310 84244 7468343 7164157 38750 16250 14376 14128 8108948 7920028 X 8139518 8764657 4875 9203 8144393 8773860 16253341 16693888 636629 -7162 0 X 0 1 X 1 0 X 1522243 88079 227633 100652 98927 2037534 6046137 6407509 7316266 9117668 9548204 38435784 61702 113761 48441 26709 11849 262462 7630082 6609349 7592340 9245029 9658980 40735780 0 0 0 40735780 7987 5925 6453 31133 109617 161115 7987 5925 6453 31133 109617 161115 7638069 6615274 7598793 9276162 9768597 40896895 0.99610 0.99810 0.00390 0.00190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 33972 512222 546194 14596226 7335148 7261078 1660977 1491497 169480 40896 40896 8017648 DUE FROM RELATED PARTY 2615884 UNEMPLOYMENT CERTIFICATE OF DEPOSIT 109961 BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 26980 RESIDENT TRUST FUND 14128 2766953 RESIDENT TRUST FUND 14128 14128 PART IV, LINE 2B: THE ORGANIZATION LEASES HOUSING UNITS TO TENANTS UNDER CONTRACTS WHICH UNDER DIFFERENT TIME PERIODS AND UNITS HAS AMOUNTED TO SECURITY DEPOSITS HELD AS AN ASSET AND OFF SETTING LIABILITY. THE CONTRACT DICTATES HOW THOSE DEPOSITS ARE REFUNDED. A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 391337855 2017-08-30 8442360 REFUNDING BOND 0 0 0 A 1138802 8442360 168550 8273810 2018 0 1 1 1 A 0 0 0 0 0 0 0 A 0 1 0 0 1 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE CORPORATION ARE LIMITED TO THOSE PERSONS THAT HAVE BEEN ADMITTED AS MEMBERS OF THE CORPORATION BY THE MEMBERS OF THE CORPORATION AND SHALL BE COMPRISED OF SEVEN MEMBERS, AT LEAST FOUR OF WHOM SHALL BE RELIGIOUS HOSPITALLERS OF ST. JOSEPH. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE CORPORATION APPOINT THE BOARD OF DIRECTORS AND THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS OF THE CORPORATION HAVE THE FOLLOWING RESPONSIBILITIES APPROVE ANY CHANGE IN THE PHILOSOPHY, PURPOSE OR NATURE OF THE CORPORATION, AMEND ARTICLES OF INCORPORATION AND BYLAWS, APPOINT THE BOARD OF DIRECTORS, APPOINT OR DISMISS THE EXECUTIVE DIRECTOR IN CONCLUSION WITH OR ON RECOMMENDATION OF THE BOARD OF DIRECTORS, ACQUIRE OR DISPOSE OF REAL ESTATE OF THE CORPORATION, REVIEW THE AUDITED FINANCIAL STATEMENTS OF THE CORPORATION AND TO APPOINT THE AUDITOR, APPROVE THE ANNUAL CAPITAL AND OPERATING BUDGET OF THE CORPORATION UPON THE RECOMMENDATION OF THE BOARD, TO APPROVE OR DISAPPROVE THE MERGER OR DISSOLUTION OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY REVIEWS AND APPROVES THE FORM 990 IN DRAFT FORMAT BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. THE STATEMENT REQUIRES BOARD MEMBERS TO DISCLOSE ANY CONFLICTS OF INTEREST THAT MAY ARISE. THE PRESIDENT AND CHI MEMBER WOULD REVIEW POTENTIAL CONFLICT OF INTEREST ITEMS SUBMITTED AND DETERMINE IF THERE WERE IN FACT A CONFLICT OF INTEREST THAT WOULD DISALLOW THEM FROM SERVING ON THE BOARD OR FROM PARTICIPATING IN VOTING ON FINAL DECISIONS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION FOLLOWS THE LEADING AGE SURVEY AND MARKET ANALYSIS TO ALIGN THEIR COMPENSATION PLAN FOR ALL POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THESE RECORDS AVAILABLE TO THE PUBLIC UPON REQUEST. THE WASHINGTON CENTER INC 500 W WASHINGTON STREET NEW LONDON WI 54961 200349479 ASSISTED LIVING, ADULT DAY CARE, SENIOR CENTER WI 501(C)(3) LINE 10 RELIGIOUS HOSPITALLERS OF ST JOSEPH HEALTH CORP 0 RELIGIOUS HOSPITALLERS OF ST JOSEPH HEALTH CORP 411 E WIS AVE STE 700 MILWAUKEE WI 53202 271341591 HEALTH CARE WI 501(C)(3) LINE 1 N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 ST JOSEPH RESIDENCE-THE WASHINGTON CENTER INC D 2615884 COST