METHODIST MANOR INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- METHODIST MANOR INC (EIN 39-0942151)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201203209349305770
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-11-15T13:56:05-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390758449 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10000 INNOVATION DRIVE SUITE 250 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532264837 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390942151 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METHODIST MANOR INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | METH | NameControl |
| Phone | 4146074100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3023 S 84TH STREET | AddressLine1 |
| City | WEST ALLIS | City |
| State | WI | State |
| ZIP Code | 53227 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JIM ENLUND | Name |
| Title | CEO | Title |
| Phone | 4146074100 | Phone |
| Date Signed | 2012-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAY ADKISSON CPA | Name |
| PTIN | P01360892 | PTIN |
| Phone | 4144319300 | Phone |
| Date Prepared | 2012-11-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JIM ENLUND | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3023 S 84TH STREET | AddressLine1 |
| City | WEST ALLIS | City |
| State | WI | State |
| ZIP Code | 53227 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13012920 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.VMPCARES.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1956 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | THE CORPORATION IS DEDICATED TO PROVIDING A FULL RANGE OF CARE AND SERVICES FOR OLDER ADULTS THAT RESPECTS EACH INDIVIDUAL'S PERSONAL, PHYSICAL AND SPIRITUAL NEEDS. THESE NEEDS ARE MET THROUGH INDIVIDUALLY-TAILORED SERVICES DELIVERED BY A SKILLED AND CARING STAFF COMMITTED TO PROVIDING HIGH-QUALITY, COST-EFFECTIVE CARE. OUR MISSION IS ENHANCED BY WORKING WITH COMMUNITY PARTNERS. WE DO THIS IN HARMONY WITH OUR CHRISTIAN TRADITION IN AN ENVIRONMENT THAT CONTINUALLY CHALLENGES ITS MEMBERS TO EXCEL AND A STRUCTURE THAT ENCOURAGES GROWTH, RESEARCH AND WISE USE OF RESOURCES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 149 | TotalNbrEmployees |
| Total Nbr Volunteers | 161 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 395377 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 383144 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10842815 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8528417 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 431367 | InvestmentIncomePriorYear |
| Investment Income Current Year | 545841 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 60264 | OtherRevenuePriorYear |
| Other Revenue Current Year | -72 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11729823 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9457330 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5361942 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4844767 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5586363 | OtherExpensePriorYear |
| Other Expenses Current Year | 4365494 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10948305 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9210261 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 781518 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 247069 | RevenuesLessExpensesCY |
| Total Assets BOY | 37182626 | TotalAssetsBOY |
| Total Assets EOY | 35989543 | TotalAssetsEOY |
| Total Liabilities BOY | 43155672 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 43025352 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -5973046 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -7035809 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE CORPORATION IS TO PROVIDE A FULL RANGE OF SENIOR HEALTHCARE FOR RESIDENTS, PATIENTS AND THE COMMUNITY IN ACCORDANCE WITH OUR CHRISTIAN VALUES. THERE ARE APPROXIMATELY 340 RESIDENTS OF THE LIVING CARE PROGRAM. METHODIST MANOR IS COMPRISED OF: PALMER HOUSE - A 126-UNIT FACILITY PROVIDING RESIDENTIAL CARE, AND WESLEY PARK - A 268-UNIT INDEPENDENT LIVING FACILITY AND SENIOR CENTER. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 1 | SignificantChange |
| Expense | 3824350 | Expense |
| Revenue | 4436096 | Revenue |
| Description | PROVIDE INDEPENDENT LIVING FACILITIES TO RESIDENTS IN A 268 UNIT FACILITY AS PART OF A CONTINUUM OF CARE FOR SENIORS AND PROVIDE PROGRAMS FOR RESIDENTS THROUGH A SENIOR CENTER. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5034257 | Expense |
| Revenue | 3811032 | Revenue |
| Description | PROVIDE ASSISTED LIVING SERVICES TO RESIDENTS IN A 126 UNIT FACILITY AS PART OF CONTINUUM OF CARE FOR SENIORS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 351654 | Expense |
| Revenue | 281217 | Revenue |
| Description | OPERATE THE PALMER CENTER; A 10-BED UNIT FOR VENTILATOR DEPENDENT PATIENTS IN A LONG-TERM CARE SETTING. AS OF MARCH 1, 2011, THIS PROGRAM WAS TRANSFERRED TO MAPLEWOOD CENTER AND OPERATIONS AT THE PALMER CENTER CEASED. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 9210261 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 45 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 149 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN RUNDE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4146074302 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3023 S 84TH ST | AddressLine1 |
| City | WEST ALLIS | City |
| State | WI | State |
| ZIP Code | 53227 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| DAVID AFFELDT | |||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | |
| TERENCE BRAATZ | |||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | |
| DANIEL MELKA | |||||||
| SECRETARY / TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| JAMES ENLUND | |||||||
| PRESIDENT & CEO | 1.00 | X | X | 186034 | 0 | 0 | |
| ROY UELNER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JAMES WESSON | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ALAN RUNDE | |||||||
| CFO | 1.00 | X | 183371 | 0 | 0 | ||
| KATE SULLIVAN | |||||||
| DIRECTOR OF PASTORAL SERVICES | 40.00 | 101694 | 0 | 0 | X | ||
| SEAN CALLAHAN | |||||||
| EXECUTIVE DIRECTOR | 1.00 | 120554 | 0 | 0 | X | ||
| MARIANNE PENNE | |||||||
| CORP. NURSE EXECUTIVE | 1.00 | 105815 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 697468 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| VILLANI LANDSHAPERS LANDSCAPE | |||||
| N59 W14937 BOBOLINK AVE | MENOMONEE FALLS | WI | 53051 | LANDSCAPING | 202735 |
| SUNDANCE REHABILIATIONS | |||||
| 6549 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | REHABILITATION | 195433 |
| SUPERIOR HEALTH LINEN INC | |||||
| 5005 S PACKARD AVE | CUDAHY | WI | 53110 | LAUNDRY SERVICES | 118551 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Related Organizations | 361537 | RelatedOrganizations |
| All Other Contributions | 21607 | AllOtherContributions |
| Total Contributions | 383144 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MAINTENANCE FEES | 623000 | 4557326 | 4557326 |
| ENTRANCE FEES | 623000 | 2291271 | 2291271 |
| OTHER OPERATING REVENU | 623000 | 607072 | 607072 |
| NET SERVICE REVENUE | 623000 | 537273 | 537273 |
| MEDICARE/MEDICAID PAYM | 623000 | 535475 | 535475 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8528417 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 202377 | TotalRevenueColumn |
| Exclusion | $202,377 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3899054 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3555590 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 343464 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 343464 | TotalRevenueColumn |
| Exclusion | $343,464 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | -72 | TotalRevenueColumn |
| Related Or Exempt Function Income | -72 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -72 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9457330 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8528345 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $545,841 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186034 | Total |
| Program Services | 186034 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4124906 | Total |
| Program Services | 4124906 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140260 | Total |
| Program Services | 140260 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69298 | Total |
| Program Services | 69298 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 324269 | Total |
| Program Services | 324269 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20748 | Total |
| Program Services | 20748 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 423983 | Total |
| Program Services | 423983 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29771 | Total |
| Program Services | 29771 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 381438 | Total |
| Program Services | 381438 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 653688 | Total |
| Program Services | 653688 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42026 | Total |
| Program Services | 42026 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8027 | Total |
| Program Services | 8027 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 284237 | Total |
| Program Services | 284237 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1029829 | Total |
| Program Services | 1029829 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21705 | Total |
| Program Services | 21705 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| FOOD | 746591 | 746591 |
| LIFE CARE EXPENSES | 700297 | 700297 |
| MAINTENANCE | 327161 | 327161 |
| DUES AND SUBSCRIPTIONS | 24226 | 24226 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -328233 | Total |
| Program Services | -328233 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9210261 | Total |
| Program Services | 9210261 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1040666 | BOY |
| EOY | 583872 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 402779 | BOY |
| EOY | 72755 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84262 | BOY |
| EOY | 94775 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 260527 | BOY |
| EOY | 485817 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 39291714 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 31305192 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8424939 | BOY |
| EOY | 7986522 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9813102 | BOY |
| EOY | 4639274 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17156351 | BOY |
| EOY | 22126528 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37182626 | BOY |
| EOY | 35989543 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3125974 | BOY |
| EOY | 3778743 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13456923 | BOY |
| EOY | 12769176 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23539513 | BOY |
| EOY | 22326715 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 893000 | BOY |
| EOY | 1064387 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2140262 | BOY |
| EOY | 3086331 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43155672 | BOY |
| EOY | 43025352 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -5973046 | BOY |
| EOY | -7035809 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -5973046 | BOY |
| EOY | -7035809 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37182626 | BOY |
| EOY | 35989543 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 247069 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1309832 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 395377 | CurrentTaxYearMinus1Year |
| Current Tax Year | 383144 | CurrentTaxYear |
| Total | 778521 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10079825 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9592003 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 106436161 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11008171 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8528417 | CurrentTaxYear |
| Total | 145644577 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10079825 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9592003 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 106436161 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11403548 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8911561 | CurrentTaxYear |
| Total | 146423098 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 146423098 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 405005 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 209238 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 357752 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 431367 | CurrentTaxYearMinus1Year |
| Current Tax Year | 202377 | CurrentTaxYear |
| Total | 1605739 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 405005 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 209238 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 357752 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 431367 | CurrentTaxYearMinus1Year |
| Current Tax Year | 202377 | CurrentTaxYear |
| Total | 1605739 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 84096 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 89129 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 164045 | CurrentTaxYearMinus1Year |
| Total | 337270 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10484830 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9885337 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 106883042 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11998960 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9113938 | CurrentTaxYear |
| Total | 148366107 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98690 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98510 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01080 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01270 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 62633 | OtherCostOrOtherBasis |
| Book Value | 62633 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12900291 | OtherCostOrOtherBasis |
| Depreciation | 9849982 | Depreciation |
| Book Value | 3050309 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10911341 | OtherCostOrOtherBasis |
| Depreciation | 7919197 | Depreciation |
| Book Value | 2992144 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15395227 | OtherCostOrOtherBasis |
| Depreciation | 13536013 | Depreciation |
| Book Value | 1859214 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22222 | OtherCostOrOtherBasis |
| Book Value | 22222 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7986522 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOARD-DESIGNATED INVESTMENTS | Description |
| Book Value | 4639274 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 4639274 | TotalOfBookValueSecurities |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INVESTMENT IN AFFILIATES | 858331 |
| DUE FROM AFFILIATES | 20687092 |
| RESIDENT DEPOSITS | 44800 |
| DEFERRED FINANCING COSTS - NET | 536305 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 22126528 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSITS | $79,403 |
| RESIDENT DEPOSITS | $44,800 |
| REFUNDABLE FEES | $74,160 |
| INTEREST RATE SWAP AGREEMENTS | $2,887,968 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3086331 | TotalOfAmounts |
| Total Revenue | 9457330 | TotalRevenue |
| Total Expenses | 9210261 | TotalExpenses |
| Excess Or Deficit For Year | 247069 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -413660 | NetUnrealizedGLOnInvestments |
| Other | -$896,172 | OtherAmount |
| Total Adjustments | -1309832 | TotalAdjustments |
| Excess Or Deficit Per FS | -1062763 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 58918787 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -413660 | NetUnrealizedGainsInvestments |
| Other Revenues | 49875117 | OtherRevenues |
| Revenue Not Rptd F990 | 49461457 | RevenueNotRptdF990 |
| Revenue Subtotal | 9457330 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9457330 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 64783453 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 55573192 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 55573192 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9210261 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9210261 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | IN ORDER TO ACCOUNT FOR ANY UNCERTAIN TAX POSITIONS, THE CORPORATION DETERMINES WHETHER IT'S MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE CORPORATION RECORDED NO ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS IN 2011 OR 2010. INCOME TAX RETURNS FOR TAX YEARS 2008 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAX AUTHORITIES. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENTS -896,172. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | REVENUE ATTRIBUTABLE TO RELATED, CONSOLIDATED ENTITIES 48,978,945. INTEREST RATE SWAP 896,172. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES ATTRIBUTABLE TO RELATED, CONSOLIDATED ENTITIES 55,573,192. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES ENLUND | |||||||||||||
| 154168 | 0 | 25077 | 0 | 6789 | 0 | 0 | 0 | 0 | 0 | 186034 | 0 | 0 | 0 |
| ALAN RUNDE | |||||||||||||
| 149864 | 0 | 25000 | 0 | 8507 | 0 | 0 | 0 | 0 | 0 | 183371 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN HEALTH AND EDUCATION FACILITIES AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 391337855 | IssuerEIN |
| Date Issued | 2008-09-30 | DateIssued |
| Issue Price | 24500000 | IssuePrice |
| Description Of Purpose | RENOVATION OF FACILITIES AND REFINANCING BANK DEBT | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 24500000 | TotalProceeds |
| Issuance Costs From Proceeds | 134399 | IssuanceCostsFromProceeds |
| Capital Expenditures | 24365601 | CapitalExpenditures |
| Year Of Subst Completion | 2008 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CHANGES IN PROGRAM SERVICES | FORM 990, PART III, LINE 3 | AT MARCH 1, 2011, THE PALMER CENTER 10-BED VENTILATOR DEPENDENT UNIT WAS TRANSFERRED TO MAPLEWOOD CENTER; MAPLEWOOD CENTER REMAINED A 150 BED FACILITY. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ACCOUNTING AND ADMINISTRATION MANAGEMENT WITH THE INDEPENDENT ACCOUNTING FIRM JOINTLY COMPLETE AND REVIEW THE FORM 990 BEFORE IT IS SUBMITTED. THE 990 IS AVAILABLE TO EACH BOARD MEMBER FOR THEIR REVIEW AFTER COMPLETION AND FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER PROVIDES A WRITTEN STATEMENT FOR THE ORGANIZATION TO REVIEW ON AN ANNUAL BASIS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | WHEN DETERMINING THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIALS, RESPONSIBILITIES AND THE COMPETITIVE ENVIRONMENT ARE TAKEN INTO CONSIDERATION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -413,660. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENTS -896,172. TOTAL TO FORM 990, PART XI, LINE 5: -1,309,832. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| THE VILLAGE AT MANOR PARK INC | ||||||||||
| 3023 S 84TH STREET | WEST ALLIS | WI | 53227 | 930840673 | NOT-FOR-PROFIT CORPORATION | WI | 501(C)(3) | LINE 11C, III-FI | N/A | 0 |
| METHODIST MANOR HEALTH CENTER INC | ||||||||||
| 3023 S 84TH STREET | WEST ALLIS | WI | 53227 | 391096121 | SPECIALIZED CARE FACILITY AND REHABILITATION CLINIC | WI | 501(C)(3) | LINE 9 | N/A | 0 |
| TRINITY HEALTH SERVICES INC | ||||||||||
| 3023 S 84TH STREET | WEST ALLIS | WI | 53227 | 601732908 | INDEPENDENT LIVING, RESIDENTIAL CARE, AND SKILLED NURSING FACILITY | WI | 501(C)(3) | LINE 9 | N/A | 0 |
| MANOR PARK FOUNDATION INC | ||||||||||
| 3023 S 84TH STREET | WEST ALLIS | WI | 53227 | 510188458 | CONTROLS ASSETS FOR BENEFIT | WI | 501(C)(3) | LINE 11A, I | N/A | 0 |
| METHODIST MANOR OF WAUKESHA INC | ||||||||||
| 3023 S 84TH STREET | WEST ALLIS | WI | 53227 | 391739567 | HOSPICE AND ASSISTED LIVING FACILITY | WI | 501(C)(3) | LINE 9 | N/A | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| ANCHOR HOLDINGS INC | ||||||||
| 3023 S 84TH STREET | WEST ALLIS | WI | 53227 | 391677564 | HOLDING COMPANY | WI | N/A | C |
| TRINITY COURT INC | ||||||||
| 7300 W DEAN ROAD | MILWAUKEE | WI | 53223 | 870735686 | SENIOR LIVING COMMUNITY | WI | N/A | C |
| VANGUARD HEALTH SERVICES INC | ||||||||
| 3023 S 84TH STREET | WEST ALLIS | WI | 53227 | 391394780 | SALES OF OXYGEN, INFUSION AND ENTERAL THERAPY, AND MEDICAL | WI | N/A | C |
| HOME CARE MEDICAL | ||||||||
| 3023 S 84TH STREET | WEST ALLIS | WI | 53227 | MEDICAL CARE | WI | N/A | C | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 1 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |