2011-03-25T15:01:17-05:00 2010-06-30 WIPFLI LLP 10000 INNOVATION DRIVE SUITE 250 MILWAUKEE WI 532264837 990 2009-07-01 391574684 LindenGrove Inc LIND 2627974600 13700 W National Avenue New Berlin WI 53151 Mark Sperka 2627974600 2011-03-22 1 JAY ADKISSON 4144319300 2011-03-22 2009 2016-02-24 21:20:13Z Mark V Sperka 13700 W National Ave New Berlin WI 53151 60938684 0 X www.lindenGrove.org X 1986 WI Healthcare 9 3 1369 160 82629 9386 0 50208451 49603512 76269 647150 0 50284720 50250662 0 0 34708094 34283580 0 83305 14997737 14719415 49705831 49002995 578889 1247667 44551414 44982372 31367335 30395354 13184079 14587018 LINDENGROVE, A NOT-FOR-PROFIT PROVIDER OF HEALTH CARE AND SENIOR RESIDENTIAL SERVICES IN SOUTHEASTERN WISCONSIN, IS COMMITTED TO THE CONTINUAL ENHANCEMENT OF THE QUALITY OF CARE AND THE QUALITY OF LIFE OF THE PERSONS IT SERVES. LINDENGROVE IS DEDICATED TO DEVELOPING AND OFFERING A RANGE OF HIGH QUALITY SERVICES IN A PROFESSIONAL, ETHICAL AND FINANCIALLY RESPONSIBLE MANNER. LINDENGROVE STRIVES TO BE THE CAREGIVER AND EMPLOYER OF CHOICE BY CREATING A CARING ENVIRONMENT THAT IS RESPONSIVE AND SUPPORTIVE FOR CLIENTS, THEIR FAMILIES, EMPLOYEES AND VOLUNTEERS. 0 0 46284475 49520883 LINDENGROVE OWNS AND OPERATES FOUR SKILLED NURSING FACILITIES, THREE COMMUNITY BASED RESIDENTIAL FACILITIES AND ONE RESIDENTIAL CARE APARTMENT COMPLEX. COMBINED, THESE FACILITIES SERVE 572 ELDERLY RESIDENTS DAILY. 46284475 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 63 0 1 1369 1 1 1 0 0 0 0 0 0 0 0 9 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X mark sperka 2627974600 13700 W National Avenue New Berlin WI 53151 Dennis Pollard 2.00 X 0 0 0 Jim Lyons 2.00 X 0 0 0 Emil Pfenninger 2.00 X 0 0 0 Laura Volz 2.00 X 0 0 0 Nancy Wilde 2.00 X 0 0 0 Ford Titus 2.00 X 0 0 0 Jean Cruikshank 2.00 X X 0 0 0 John Zorbini 2.00 X X 0 0 0 Randy Severson 2.00 X X 0 0 0 Robert J Schaefer 40.00 X 294506 0 39016 Mark V Sperka 40.00 X 171750 0 5042 Laverne Larson 40.00 X 152225 0 4787 Julie Jolitz 40.00 X 120261 0 17241 Cynthia Benson 40.00 X 119329 0 14423 David Ham 40.00 X 134896 0 16874 Michael Zimmerman 40.00 X 132312 0 4675 Kareen Schmidtknecht 40.00 X 126606 0 30324 1251885 0 132382 8 0 1 0 Top Penebaker Enterprises 2233 N 30th St Milwaukee WI 53206 Roofing services 295289 GW Medical Staffing LLC PO Box 577 West Bend WI 530950577 Professional/Non-professional temp medic 142042 National Regency Medical Office Building 5300 S 108th St Suite 1 Hales Corners WI 53130 Office space provider 139113 Celestial Care Nursing LLC 2231 N 119th St Wauwatosa WI 53226 Professional/Non-professional temp medic 123160 Drinker Biddle & Reath LLP 777 E Wisconsin Ave Suite 2000 Milwaukee WI 532025319 Legal services 108732 5 Net resident service 623000 27162177 27162177 Medicare/Medicaid Paym 623000 22149081 22149081 Other 623990 128692 128692 Pharmacy Sales 446110 108805 26176 82629 Laundry 623990 35720 35720 19037 19037 49603512 393239 393239 10941933 10679173 8849 262760 -8849 253911 253911 50250662 49520883 82629 647150 497661 497661 26953760 25542935 1344365 66460 395934 375210 19748 976 4474749 4240530 223186 11033 1961476 1858808 97832 4836 63272 60108 3164 40350 40350 25673 25673 130348 126195 4153 82593 79803 2790 2230512 2192870 37642 275146 261389 13757 1768974 1690235 78739 36536 34709 1827 37430 35559 1871 1306800 1241460 65340 1979921 1882982 96939 411624 391043 20581 Pharmacuticals 3132109 3132109 Food 1283507 1283507 Provider Bed Tax 829800 829800 Lab 226829 226829 Purchased Staff 206106 206106 651885 592288 59597 49002995 46284475 2635215 83305 3118468 4341669 1084264 1081275 5144758 4677304 294074 263626 586794 370496 48049478 24406106 24269507 23643372 9347211 9943234 706338 661396 44551414 44982372 3648506 3676143 27144000 26220000 574829 499211 31367335 30395354 X 13184079 14587018 13184079 14587018 44551414 44982372 X 0 1 1 X 0 X 42767516 46699147 49977588 49806790 49393887 238644928 42767516 46699147 49977588 49806790 49393887 238644928 0 0 0 238644928 366356 401955 489120 415439 667540 2340410 366356 401955 489120 415439 667540 2340410 162207 159570 157754 62491 163562 705584 43296079 47260672 50624462 50284720 50224989 241690922 0.98740 0.98870 0.00970 0.00810 X 672969 672969 29131488 12330228 16801260 17003457 11249153 5754304 1241564 826725 414839 23643372 Intercompany Payable 2526 Resident Funds 23581 Security Deposits 473104 499211 50250662 49002995 1247667 108969 46303 155272 1402939 50224989 0 50224989 25673 25673 50250662 48977322 0 48977322 25673 25673 49002995 Part X: Description of Uncertain Tax Positions Under FIN 48: The Organization recorded no assets or liabilities related to uncertain tax positions in 2010 or 2009. Federal returns for the years ended June 30, 2009, 2008, and 2007, remain subject to examination by the Internal Revenue Service. Part XI, Line 8 - Other Adjustments: Net assets released from restrictions: 46303. Part XII, Line 4b - Other Adjustments: Investment Management Fees: 25673. Part XIII, Line 4b - Other Adjustments: Investment Management Fees: 25673. X X X X 0 0 0 0 0 1 0 0 0 Robert J Schaefer 270729 0 16799 0 6978 0 8137 0 30879 0 333522 0 0 0 Mark V Sperka 167398 0 4352 0 0 0 5042 0 0 0 176792 0 0 0 Laverne Larson 137526 0 14699 0 0 0 4135 0 652 0 157012 0 0 0 David Ham 132185 0 2711 0 0 0 3979 0 12895 0 151770 0 0 0 Kareen Schmidtknecht 126606 0 0 0 0 0 0 0 30324 0 156930 0 0 0 Part I, Line 6 A portion of the bonus payout is based on beating net income goals. Wisconsin Health and Educational Facilities Authority 391337855 97710VRY6 2003-12-01 7500000 Used to refund the authorities 1995 series bonds 0 0 Wisconsin Health and Educational Facilities Authority 391337855 97710VRJ9 2003-12-01 15320000 Construction, improvements, and equiping of existing senior living facility 0 0 7500000 7325896 174104 1 0 1 1 15320000 13981667 1338333 2004 1 0 1 1 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 Colleen Patzer Attorney for Drinker Biddle & Reath 91790 Attorney Fees 0 Emil Phenninger President at United Heartland Ins. 434284 Workers Compensation Insurance 0 Form 990, Part VI, Section B, line 11 Form 990 was made available to all board members electronically for review before filing. Form 990, Part VI, Section B, line 12c The conflict of interest policy is reviewed on an annual basis by all involved parties. Form 990, Part VI, Section B, line 15 The executive committee of LindenGrove's Board is responsible for the CEO's compensation. The executive committee completes an annual performance evaluation for the CEO and approves the CEO's pay level. The committee utilizes comparable data in setting the rates and follows the guidelines for LindenGrove's Board approved compensation philosophy. The CEO completes annual evaluations of all key employees and sets their pay levels based on comparative data and LindenGrove's compensation philosophy. Form 990, Part VI, Section C, line 19 The organization does not make these documents available to the public. Prohealth Care Inc N17 W24100 Riverwood Drive Waukesha WI 53188 391486873 Healthcare WI 501(c)(3) Line 11a, I N/A Community Memorial Hospital of Menomonee Falls N180 W8085 Town Hall Road Menomonee Falls WI 53051 390987025 Healthcare WI 501(c)(3) Line 3 N/A Lindengrove Foundation Inc 13700 W National Avenue New Berlin WI 53151 391969557 Organization Support WI 501(c)(3) Line 11a, I N/A 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 Lindengrove Foundation Inc C 39535 proHealthCare J 155735 ProHealthCare O 288885 Community Memorial Hospital O 223423