2015-03-05T10:48:22-06:00 2014-06-30 430352985 KERBER ECK & BRAECKEL LLP 125 SOUTH 84TH STREET SUITE 100 MILWAUKEE WI 532141498 990 2013-07-01 391606945 VILLA ST FRANCIS INC VILL 4146492888 1910 WEST OHIO STREET MILWAUKEE WI 532154939 PAMELA SCHUTZ PRESIDENT 4146492888 2015-02-14 1 TIMOTHY F HARRIS P00010335 4144561099 2015-02-14 2013 2016-04-25 22:37:26Z PAMELA SCHUTZ 1910 WEST OHIO STREET MILWAUKEE WI 532154939 3640702 0 0928 X WWW.VILLASTFRANCIS.ORG X 1988 WI INDEPENDENT AND ASSISTED LIVING HOUSING AND SUPPORT SERVICES FOR SENIORS. 12 10 85 30 0 0 39174 6793 3205457 3633789 129 120 340000 0 3584760 3640702 0 0 0 0 2232160 1927827 0 0 1250 1376273 1790901 3608433 3718728 -23673 -78026 3705935 3751475 220743 344309 3485192 3407166 X VILLA ST. FRANCIS IS DEDICATED TO PROVIDING QUALITY, RESIDENT-FOCUSED LIVING WHERE DIGNITY AND SELF-WORTH ARE VALUED, LIVES ARE ENRICHED AND RELATIONSHIPS ARE CELEBRATED. 0 0 3207769 3633789 VILLA ST. FRANCIS PROVIDES ASSISTED LIVING APARTMENTS AND PROGRAMMING FOR SENIORS. VILLA'S PROGRAMS ENHANCE THE PHYSICAL, EMOTIONAL, SOCIAL, MENTAL AND SPIRITUAL HEALTH AND WELL-BEING OF RESIDENTS. DURING THE YEAR ENDED JUNE 30, 2014, FORTY-EIGHT (48) PERCENT OF THE RESIDENTS PARTICIPATED IN THE FAMILY CARE PROGRAM. THE FAMILY CARE PROGRAM (PROGRAM), A PUBLICLY FUNDED PROGRAM, REIMBURSES VILLA AT A FLAT RATE REGARDLESS OF THE SIZE OF UNIT OCCUPIED OR SERVICES REQUIRED BY THE RESIDENT. THE VILLA PROVIDED $546,354 OF UNREIMBURSED SERVICES TO RESIDENTS PARTICIPATING IN THIS PROGRAM DURING THE YEAR ENDED JUNE 30, 2014. IN ADDITION, VILLA PROVIDED FIELD SUPERVISION FOR A SOCIAL WORK INTERN FROM UW-MILWAUKEE, NURSING STUDENT FIELD PLACEMENTS FOR NURSING STUDENTS FROM ALVERNO COLLEGE, AND INSTRUCTOR TIME TO THE WISCONSIN ASSISTED LIVING ASSOCIATION'S CBRF ADMINISTRATOR'S COURSE. VILLA ST. FRANCIS PROGRAMS COLLABORATE WITH THE KELLY SENIOR CENTER IN MILWAUKEE, THE MILWAUKEE COUNTY DEPARTMENT ON AGING HOME CHORE WORK GROUP, THE MILWAUKEE CONTINUING CARE COORDINATORS, AND THE SOUTH SUBURBAN CHAMBER OF COMMERCE. 3207769 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 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 1 0 0 0 1 14 0 1 85 1 0 0 0 0 0 0 0 0 0 0 X 12 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X DAVID ROETTGEN 4146455337 1600 W OKLAHOMA AVE MILWAUKEE WI 532154939 SM RAMONA DOMBROWSKI CHAIRPERSON/SECRETARY 0.50 X X 0 0 0 PAMELA SCHUTZ PRESIDENT 40.00 X X 80622 0 18486 DAVID WARD TREASURER/DIRECTOR 2.00 X X 0 210392 43248 TAMMY STAR DIRECTOR 0.50 X 0 0 0 SM JULIE WECKWERTH DIRECTOR 0.50 X 0 0 0 CJ KIM DIRECTOR 0.50 X 0 0 0 JAY HEITMAN DIRECTOR 0.50 X 0 0 0 MARK JOHNSON DIRECTOR 0.50 X 0 0 0 ALLEN KINN DIRECTOR 0.50 X 0 0 0 CHRIS WIKEN DIRECTOR 0.50 X 0 0 0 ANNA ZIZZO DIRECTOR 0.50 X 0 0 0 OLGA LESINSKI DIRECTOR 0.50 X 0 0 0 80622 210392 61734 0 0 1 0 UNIDINE CORPORATION 1000 WASHINGTON STREET SUITE 150 BOSTON MA 02118 FOOD SERVICE 580090 1 6793 6793 RESIDENT SERVICES 623990 3633789 3633789 3633789 120 120 3640702 3633789 0 120 87373 87373 1373847 1282364 91483 39630 34779 4851 163031 143076 19955 263946 231638 32308 39 34 5 26250 26250 161530 161530 86159 86159 60810 30608 30202 19843 19843 329116 324622 4494 9379 6291 3088 13635 8479 5156 227918 224349 3569 30970 30485 485 FOOD SERVICE 714936 714936 ACTIVITIES 39355 38581 774 HUMAN RESOURCE SERVICES 30245 17965 11030 1250 RESIDENT CARE SERVICES 18236 18236 22480 15167 7313 3718728 3207769 509709 1250 14569 125191 44174 43647 103875 118427 68412 92014 7536690 4164494 3474905 3372196 3705935 3751475 220743 194309 0 150000 220743 344309 X 3485192 3407166 3485192 3407166 3705935 3751475 -78026 0 X 0 1 X 1 0 X 19520 9574 24678 39174 6793 99739 3846549 3769034 3424003 3205457 3633789 17878832 3866069 3778608 3448681 3244631 3640582 17978571 0 0 0 17978571 2511 1512 344 129 120 4616 2511 1512 344 129 120 4616 3868580 3780120 3449025 3244760 3640702 17983187 0.99970 0.99910 0.00030 0.00090 X 340000 340000 6492256 3795487 2696769 704434 369007 335427 3372196 DUE TO RELATED PARTY 150000 150000 X 3640702 0 3640702 0 3640702 3718728 0 3718728 0 3718728 PART X, LINE 2: VILLA ST. FRANCIS, INC. IS A NOT FOR PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM INCOME TAXES ON RELATED INCOME UNDER SECTION 501(A) OF THE CODE. VILLA FOLLOWS THE ACCOUNTING STANDARDS FOR UNCERTAINTY IN INCOME TAXES. THESE STANDARDS REQUIRE ENTITIES TO DISCLOSE IN THEIR FINANCIAL STATEMENTS THE NATURE OF ANY UNCERTAINTIES IN THEIR TAX POSITION. AREAS THAT THE INTERNAL REVENUE SERVICE AND STATE TAX AUTHORITIES CONSIDER WHEN EXAMINING TAX AND INFORMATION RETURNS OF A TAX-EXEMPT ENTITY INCLUDE, BUT ARE NOT LIMITED TO, TAX-EXEMPT STATUS AND THE EXISTENCE AND AMOUNT OF UNRELATED BUSINESS INCOME. THE VILLA DOES NOT BELIEVE THAT IT HAS ANY UNCERTAIN TAX POSITIONS WITH RESPECT TO THESE OR OTHER MATTERS, AND HAS NOT RECORDED ANY UNRECOGNIZED TAX BENEFITS OR LIABILITY FOR PENALTIES OR INTEREST. X X 0 0 0 0 0 0 0 0 0 DAVID WARD TREASURER/DIRECTOR 0 210392 0 0 0 0 0 13747 0 29501 0 253640 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS A CORPORATE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE CORPORATE MEMBER (FELICIAN SERVICES, INC.) HOLDS RESERVED POWERS IN ELECTING MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE CORPORATE MEMBER (FELICIAN SERVICES, INC.) HOLDS RESERVED POWERS REGARDING SPECIFIED DECISIONS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO FILING, FORM 990 WAS DISTRIBUTED VIA EMAIL TO EACH DIRECTOR FOR REVIEW AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS OR TRUSTEES AND KEY EMPLOYEES MUST PROVIDE WRITTEN DISCLOSURE REGARDING INTERESTS THAT COULD GIVE RISE TO CONFLICT DURING THE ANNUAL BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE CORPORATE MEMBER (FELICIAN SERVICES, INC.) OBTAINED COMPARABILITY DATA IN DETERMINING COMPENSATION OF THE CEO AND TOP MANAGEMENT OFFICIAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S 990 IS AVAILABLE UPON WRITTEN NOTICE TO THE CONTACT LISTED IN PART VI, SECTION C, LINE 20. PLEASE ALLOW TWENTY-FOUR HOURS, FROM THE TIME THE REQUEST IS RECEIVED, FOR THE COPY TO BE READY FOR PICK-UP AT THE ORGANIZATION'S FRONT DESK. FELICIAN SERVICES INC 3800 W PETERSON AVENUE CHICAGO IL 60659 363685438 PARENT COMPANY IL 501(C)(3) 170(B)(1)(A)(I) CONGREGATION-SRS OF ST FELIX OF CANTALICE 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 FELICIAN SERVICES INC (IT SERVICE FEES)) M 12000 CASH PAID ST JOSEPH ACADEMY INC (SHARED SERVICES) O 36612 COST INCURRED CONGREGATION OF THE SISTERS OF ST FELIX OF CANTALICE (SISTERS SALARIES) P 75103 CASH PAID SCHEDULE R, PART II, COLUMN A THE REPORTING ORGANIZATION AND ALL RELATED ORGANIZATIONS OF THE CONGREGATION OF THE SISTERS OF ST. FELIX OF CANTALICE ARE INCLUDED IN THE CATHOLIC DIRECTORY.