2017-02-06T13:38:21-06:00 2016-06-30 390758449 Wipfli LLP 3703 Oakwood Hills Pkwy Eau Claire WI 54701 990 2015-07-01 391190907 ELMWOOD NURSING HOME INC HERITAGE OF ELMWOOD NURSING HOME ELMW 7158323003 232 E SPRINGER AVE ELMWOOD WI 54740 Mike Christensen CEO 7158323003 2017-02-06 1 HOLLY POKRANDT CPA P00449155 7158323407 2017-02-06 2015 2021-01-29 14:40:06Z Mike Christensen 3410 Sky Park Blvd Eau Claire WI 54701 2656088 0 X http://heritageofelmwood.com/ X Wisconsin No 1972 WI To respond to the spiritual, physical, and social needs of people in order to enhance human dignity and growth by providing high quality service. 7 7 108 10 0 0 5641 49501 2848438 2499351 15980 18463 33503 88773 2903562 2656088 0 0 0 0 1912740 1923842 0 0 0 814911 916326 2727651 2840168 175911 -184080 2842053 2600039 445682 387748 2396371 2212291 To respond to the spiritual, physical, and social needs of people in order to enhance human dignity and growth by providing high quality service. 0 0 2561692 2499351 The primary activity of the organization is to provide skilled nursing care for the aged and disabled of the surrounding area. The organization serves the Elmwood, Wisconsin area community by operating a 46-bed skilled nursing facility. The Heritage of Elmwood provided 11,337 resident days of care in fiscal year 2016. The facility offers long-term and short-term care along with rehabilitative services to their senior residents. Some of the specialized care services include physical therapy, speech therapy, occupational therapy, IV and oxygen therapy, restorative care, and tracheotomy care. 2561692 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 16 0 108 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 0 1 1 1 0 X Mike Christensen 7158323003 3410 Sky Park Blvd Eau Claire WI 54701 Jamie Reitz Secretary/Treasurer 0.50 X 0 0 0 Dan Schuler Vice President 0.50 X 0 0 0 Dolores Radtke President 0.50 X 0 0 0 Neil Boltik Village Board Representative 0.50 X 0 0 0 Donette Stewart Trustee 0.50 X 0 0 0 Donna Lien Trustee 0.50 X 0 0 0 Susan Pelzel Trustee 0.50 X 0 0 0 Rodney Gilles Administrator (7/15 - 12-15) 40.00 X 40009 0 0 Erin Baskin Administrator (1/16 - 2/16) 40.00 X 10462 0 0 Betsy Henck Administrator (3/16 - 5/16) 40.00 X 9539 0 0 Ellen Larson Administrator 40.00 X 4462 0 0 Mike Christensen CEO (Effective January 1, 2016) 10.00 30.00 X 0 0 0 64472 0 0 0 0 0 0 0 45064 4437 49501 Nursing Care and Housi 623000 2499351 2499351 2499351 18463 18463 34115 0 34115 34115 34115 Other Revenue 811000 42111 42111 Transportation Revenue 480000 7940 7940 Senior Meals Program 624210 4607 4607 54658 2656088 2588124 0 18463 64472 64472 1551047 1510168 40879 9127 9127 169453 158403 11050 129743 121282 8461 55290 55290 1123 1123 22267 22267 167791 167791 13372 13372 48993 1526 47467 4638 4638 89939 89939 3548 3548 82343 82343 63726 63726 Food and Dietary Expens 126489 126489 NH Assessment 93850 93850 Supplies and Other 75513 75513 Bad Debt Expense - Prog 30390 30390 37054 36724 330 2840168 2561692 278476 0 6090 10868 2029987 1839555 211727 191173 7917 12927 46489 18094 2714841 2187419 500843 527422 39000 2842053 2600039 287967 171695 157715 216053 445682 387748 X 0 0 0 0 2396371 2212291 2396371 2212291 2842053 2600039 -184080 0 X X 0 1 X 1 0 X 6016 3573 5051 5641 4437 24718 2834850 2811004 2721794 2848438 2499351 13715437 2840866 2814577 2726845 2854079 2503788 13740155 0 0 0 13740155 54297 49729 52180 49483 18463 224152 54297 49729 52180 49483 18463 224152 2895163 2864306 2779025 2903562 2522251 13964307 0.98390 0.98170 0.01610 0.01830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 383 383 0 Part II-B, Line 1: Elmwood Nursing Home Inc Heritage of Elmwood Nursing Home pays annual association dues to the Leading Age. These dues are primarily for access to education materials and staff training and development. A portion of the annual dues were used in conjunction with lobbying activities with the goal of improving the overall industry envrionment. 7000 7000 1795310 1424797 370513 852604 752010 100594 59927 10612 49315 527422 2656088 0 2656088 0 2656088 2840168 0 2840168 0 2840168 Schedule D The June 30, 2016 audited financial statements consisted of a single period statement of net position due to first year audit. An audited statement of activities consisting of total revenue and total expenses was not reported. Dan Schuler Current Officer 80226 Purchased property 0 Schedule L, Part IV (A) Name of person: Dan Schuler (B) Relationship between interested person and organization: current officer secretary - treasurer (C) Amount of transaction: 80,226 (D) Description of transaction: purchased property, liability, workers compensation insurance, and directors and officers insurance from United Heartland through insurance agent Dan Schuler (E) Sharing of organization revenues? = No Form 990, Part VI, Section A, line 6 Heritage of Elmwood has members. Form 990, Part VI, Section A, line 7a The organization's members elect the governing board. Form 990, Part VI, Section A, line 8b The organization does not appoint any committees to act on behalf of the governing body. Form 990, Part VI, Section B, line 11 A copy of the form 990 was made available to the members of the organization's governing body prior to the submission of the return. The form 990 was also reviewed by management prior to submission. Form 990, Part VI, Section B, line 12c The board of directors reviews the policy annually and they disclose any conflicts at that time. Form 990, Part VI, Section B, line 15 The board of directors annually reviews compensation amounts for the employees of the organization. Form 990, Part VI, Section C, line 19 Elmwood Nursing Home Inc. makes its governing documents, conflict of interest policy, and financial statements available to the public upon request at its business location. Form 990, Part XII, Line 2c: The Board of Directors of Elmwood Nursing Home Inc. Heritage of Elmwood Nursing Home reviews the audited financial statements at its board meeting and is responsible for the oversight and selection of the independent accountant. The board also takes time during the presentation of the annual financial statements to meet with the independent auditors.