2026-02-16T16:29:56-06:00 2025-06-30 430352985 KERBER ECK & BRAECKEL LLP 125 SOUTH 84TH STREET SUITE 100 MILWAUKEE WI 53214 990 2024-07-01 390826123 ST MARY'S HOME FOR THE AGED INC STMA 9206847171 1635 S 21ST ST MANITOWOC WI 542205652 LUKE SCHUBERT PRESIDENT/CEO 9206847171 2026-02-10 1 1 CHRISTIAN A SLAATS CPA P00963303 4144561099 2026-02-10 2024 2025-03-06 01:10:19Z LUKE SCHUBERT 1635 S 21ST ST MANITOWOC WI 542205652 17598208 0 0928 X WWW.FELICIANVILLAGE.ORG X 1956 WI TO CONTINUE THE HEALING MINISTRY OF JESUS WITH PARTICULAR ATTENTION TO THE NEEDS OF THE POOR, AS WE PROVIDE SKILLED NURSING CARE AND HOUSING FOR SENIORS. 13 12 371 62 0 0 280132 331204 15020253 17149098 89731 117906 0 0 15390116 17598208 0 0 0 0 9968548 10021348 0 0 162900 6117388 6235724 16085936 16257072 -695820 1341136 25450490 26002176 21753390 20907971 3697100 5094205 X AS A FACILITY THAT PROVIDES SKILLED NURSING, REHABILITATION, ASSISTED LIVING, AND INDEPENDENT LIVING, ST. MARY'S CONTINUES THE HEALING MINISTRY OF JESUS BY PROVIDING COMPASSIONATE CARE THAT SUPPORTS THE VALUES OF RESPECT FOR HUMAN DIGNITY, COMPASSION, TRANSFORMATION, SOLIDARITY WITH THE POOR AND JUSTICE AND PEACE. 0 0 14106906 17149098 ST. MARY'S EMPLOYS OVER 300 PEOPLE IN DIRECT CARE AND SUPPORT RESPONSIBILITIES, REPRESENTING APPROXIMATELY 80,000 RESIDENT DAYS PER YEAR. CARE IS PROVIDED IN SKILLED NURSING, ASSISTED LIVING AND INDEPENDENT LIVING. SIGNIFICANT COMMUNITY SERVICE IS PROVIDED BY BOTH INDIVIDUALS SERVING ON BOARDS AND COMMITTEES AND BY THE ORGANIZATION SERVING AS A CLINICAL SITE FOR CURRICULUM REQUIREMENTS AND TRAINING FOR REGIONAL POST-SECONDARY EDUCATIONAL INSTITUTIONS IN ADDITION TO HOSTING VARIOUS OTHER EDUCATIONAL PROGRAMS.DURING 2024 - 2025, ST. MARY'S HOME PROVIDED IN EXCESS OF $1.2 MILLION IN UNREIMBURSED SERVICES FOR MEDICAID, FAMILY CARE, MEDICARE, AND MANAGED CARE RESIDENTS. IN ADDITION, HUNDREDS OF HOURS WERE DONATED TO AREA AGENCIES IN SUPPORT OF COMMUNITY ORGANIZATIONS AND EVENTS THAT BENEFIT RESIDENTS OF MANITOWOC COUNTY AND THE SURROUNDING AREAS. AMONG THE ORGANIZATIONS SUPPORTED THROUGH STAFF INVOLVEMENT ARE: ROTARY MANITOWOC, LAKESHORE TECHNICAL COLLEGE, DEMENTIA CARE SOLUTIONS, FIRST PRESBYTERIAN CHURCH, LEAN ON ME LAKESHORE, LEADING CHOICE NETWORK, ALZHEIMER'S ASSOCIATION, CHAMBER OF MANITOWOC COUNTY, MANITOWOC COOPERATIVE MINISTRY MEAL PROGRAM, MANITOWOC LAKESHORE AREA HUMAN RESOURCES ASSOCIATION, MANITOWOC SENIOR CENTER, MANITOWOC SYMPHONY ORCHESTRA, SALVATION ARMY, THE NEIGHBORHOOD, TWO RIVERS SENIOR CENTER, UNITED WAY MANITOWOC COUNTY, MANITOWOC COUNTY YOUTH APPRENTICE PROGRAM, LEADING AGE- WISCONSIN, MANITOWOC COUNTY LEADERSHIP COMMITTEE, GROW IT FORWARD, HOMELESS HYGIENE DRIVE RECIPIENTS (HOPE HOUSE, INCOURAGE DOMESTIC VIOLENCE SHELTER, LAKESHORE CAP SUPPORTIVE HOUSING PROGRAM, THE HAVEN OF MANITOWOC COUNTY, THE CROSSING),CATHOLIC WOMEN'S CLUB OF MANITOWOC COUNTY, COMMUNITY BOOK DISCUSSION MEETING SPACE, AND MANITOWOC COUNTY HISTORICAL SOCIETY. ST. MARY'S SERVED AS A CLINICAL SITE FOR LP AND AD NURSING STUDENTS ATTENDING LAKESHORE TECHNICAL COLLEGE.FINALLY, ESTIMATED COSTS TO PROVIDE ALL THE ABOVE OPPORTUNITIES IS $43,005. 14106906 1 1 0 0 0 0 0 0 1 1 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 36 0 1 371 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X SHANNON OTTEN 9206847171 1635 SOUTH 21ST STREET MANITOWOC WI 54220 FRANK SOLTYS DIRECTOR 1.00 40.00 X 0 265246 27587 REV GERALD FOLEY EMERITUS 1.00 X 0 0 0 THOMAS VEESER CHAIR 1.00 X 0 0 0 MARY MAURER VICE-CHAIR 1.00 X 0 0 0 MARCIA DONLON DIRECTOR 1.00 X 0 0 0 PASTOR MATT SAUER DIRECTOR 1.00 X 0 0 0 DENISE KITZEROW DIRECTOR 1.00 X 0 0 0 PAT BRANDEL DIRECTOR 1.00 X 0 0 0 MEGAN BRUCKSHEN DIRECTOR 1.00 X 0 0 0 CANDICE GIESEN DIRECTOR 1.00 X 0 0 0 JOSEPH POZORSKI III DIRECTOR 1.00 X 0 0 0 ASHLEY SHEETER DIRECTOR 1.00 X 0 0 0 BARBARA SPIES DIRECTOR 1.00 X 0 0 0 SHANNON OTTEN TREASURER/SECTRETARY 40.00 X 144430 0 32340 LUKE SCHUBERT CEO/PRESIDENT 40.00 X 219530 0 51635 DARCY WECH HC EMPLOYEE 40.00 X 110662 0 5667 474622 265246 117229 3 0 1 0 MARTIN BROTHERS 406 VIKING RD CEDAR FALLS IA 50613 FOOD SERVICE 851672 GREENFIELD REHAB AGENCY 3360 GATEWAY RD SUITE 100 BROOKFIELD WI 53045 PATIENT THERAPY 460220 JF AHERN CO 3201 W CANAL ST MILWAUKEE WI 53208 MULTI-TRADE SERVICES 254413 MAXIM HEALTHCARE 933 N MAYFAIR RD SUITE 201 WAUWATOSA WI 53226 STAFFING AGENCY 207778 AMERGIS HEALTHCARE 10701 W RESEARCH SR WAUWATOSA WI 53226 STAFFING AGENCY 206570 5 55000 276204 331204 RESIDENT CARE SERVICES 623000 17149098 17149098 17149098 117906 117906 17598208 17149098 0 117906 739868 739868 7447360 7071316 258934 117110 35706 31318 3914 474 1224799 1049689 156970 18140 573615 503124 62870 7621 426 426 53364 53364 5447 5447 445384 445384 124673 117813 5928 932 518004 242873 272007 3124 72864 72864 852494 771566 72372 8556 16531 10833 5526 172 18595 78 18517 416793 399935 15578 1280 1666474 1629830 33861 2783 200934 183863 15266 1805 FOOD SERVICE 926291 918813 7443 35 RESIDENT CARE SERVICES 615863 604689 11174 0 HR/FINANCE SERVICES 335662 159857 174937 868 BAD DEBTS -34075 -34075 16257072 14106906 1987266 162900 2927810 2301123 32612 1621485 11250 0 905626 962445 186950 190440 50540075 30816920 20381879 19723155 991055 1096914 13308 106614 25450490 26002176 1485787 1783201 10213 9311 20244082 19008845 13308 106614 21753390 20907971 X 2397307 3644336 1299793 1449869 3697100 5094205 25450490 26002176 1341136 55969 0 X 0 1 X 1 0 X 3237386 905432 178226 280132 331204 4932380 11281741 9916837 12105323 15020253 17149098 65473252 14519127 10822269 12283549 15300385 17480302 70405632 0 0 0 70405632 41684 85923 94595 84609 112459 419270 41684 85923 94595 84609 112459 419270 14560811 10908192 12378144 15384994 17592761 70824902 0.99410 0.99520 0.00590 0.00480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1023667 11644 111307 36250 5447 1104921 923844 23448 114093 32596 5122 1023667 833339 28440 92075 25738 4272 923844 946647 40453 -128579 20707 4475 833339 730536 27353 210947 14183 4046 950607 1.00000 1 0 593771 593771 45430022 27516089 17913933 4516282 3300831 1215451 19723155 LEASE LIABILITY 106614 106614 X 17648730 55969 55969 17592761 5447 5447 17598208 16251625 0 16251625 5447 5447 16257072 PART IV, LINE 2B: THE ORGANIZATION HOLDS CASH ON BEHALF OF CERTAIN RESIDENTS IN A SEPARATE CHECKING ACCOUNT, WHICH IS USED TO PAY FOR THE RESIDENTS' INCIDENTAL EXPENSES. PART V, LINE 4: THE HOME ESTABLISHED THE ST. MARY'S HOME ENDOWMENT FUND AS A PERMANENTLY RESTRICTED PERPETUAL ENDOWMENT FUND TO PROVIDE SUPPORT TO THE CHARITABLE MISSIONS OF ST. MARY'S AT FELICIAN VILLAGE, THE COURT AT FELICIAN VILLAGE, THE VILLA AT FELICIAN VILLAGE, AND THE GARDENS AT FELICIAN VILLAGE. THE ENDOWMENT CONSISTS OF INVESTMENTS ESTABLISHED TO FUND ITS MISSIONS AND IS DONOR-RESTRICTED. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART X, LINE 2: ST. MARY'S HOME FOR THE AGED, 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. THE HOME 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 HOME 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 FRANK SOLTYS DIRECTOR 0 265246 0 0 0 0 0 11237 0 16350 0 292833 0 0 LUKE SCHUBERT CEO/PRESIDENT 219530 0 0 0 0 0 12967 0 38668 0 271165 0 0 0 SHANNON OTTEN TREASURER/SECTRETARY 144430 0 0 0 0 0 0 0 32340 0 176770 0 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 SPECIFIC DECISIONS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B 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 OFFICIALS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS WILL BE MADE AVAILABLE UPON WRITTEN REQUEST TO THE CONTACT LISTED IN PART VI, SECTION C, LINE 20. FELICIAN SERVICES INC 3800 W PETERSON AVENUE CHICAGO IL 60659 363685438 SOLE CORPORATE MEMBER OF NON-PROFIT RELIGIOUS SPONSORED ENTITIES IL 501(C)(3) LINE 1 CONGREGATION OF THE SISTERS OF ST FELIX OF CANTALICE 0 FELICIAN SISTERS OF NORTH AMERICA INC 871 MERCER ROAD BEAVER FALLS PA 05010 271282473 RELIGIOUS CONGREGATION PA 501(C)(3) LINE 1 N/A 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 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 OFFICIAL CATHOLIC DIRECTORY.