2011-10-31T09:44:43-05:00 2010-12-31 WIPFLI LLP 3703 OAKWOOD HILLS PARKWAY EAU CLAIRE WI 54701 990 2010-01-01 391027374 SCHMITT WOODLAND HILLS INC SCHM 6086478931 1400 W SEMINARY STREET RICHLAND CENTER WI 53581 JAMES OLSON 6086478931 2011-10-26 1 HOLLY POKRANDT CPA 7158323407 2011-10-26 2010 2016-03-07 17:11:31Z JAMES OLSON 1400 W SEMINARY STREET RICHLAND CENTER WI 53581 5103854 0 X SCHMITTWOODLANDHILLS.COM X 1962 WI SCHMITT WOODLAND HILLS AND ITS PARTNERS OFFER PEOPLE A WIDE RANGE OF QUALITY SERVICES AND FACILITIES THROUGH GOOD STEWARDSHIP AND A CHRISTIAN PHILOSOPHY. 11 11 151 95 70674 -71133 92673 252307 4323624 4411729 58274 52875 72529 71450 4547100 4788361 0 0 0 0 2642290 2765108 0 0 43977 1623131 1671780 4265421 4436888 281679 351473 5466237 5935374 2822888 2705423 2643349 3229951 X SCHMITT WOODLAND HILLS AND ITS PARTNERS OFFER PEOPLE A WIDE RANGE OF QUALITY SERVICES AND FACILITIES THROUGH GOOD STEWARDSHIP AND A CHRISTIAN PHILOSOPHY. 0 0 1437904 2058757 THE SCHMITT WOODLAND HILLS HEALTH CENTER PROVIDES RESIDENTS WITH A COMPASSIONATE, LOVING NURSING HOME SETTING IN RICHLAND CENTER, WISCONSIN. THE HEALTH CENTER, WHICH IS LICENSED THROUGH THE STATE OF WISCONSIN, OFFERS 25 BEDS IN SEMI-PRIVATE SETTINGS AND PROVIDES 24 HOUR CONTINUOUS SKILLED NURSING CARE FOR EITHER SHORT-TERM REHABILITATION OR LONG-TERM STAYS. 7,930 DAYS OF RESIDENT CARE WERE PROVIDED IN 2010. 822937 1350691 WESTVIEW ASSISTED LIVING FACILITY, RICHLAND CENTER, WI, IS LICENSED BY THE STATE OF WISCONSIN AS A COMMUNITY BASED RESIDENTIAL FACILITY (CBRF). IT IS DESIGNED TO SUPPORT RESIDENTS WHO CAN NO LONGER LIVE ALONE BUT DO NOT REQUIRE FULL-TIME SKILLED NURSING CARE. WESTVIEW HAS 10 BEDS IN PRIVATE ROOMS AND 20 BEDS IN SEMI-PRIVATE ROOMS. OUR DEDICATED STAFF CAN PROVIDE SECURITY AND 24-HOUR ASSISTANCE WITH MEDICATIONS, DRESSING, GROOMING, AND HYGIENE. WE ENCOURAGE AN APPROPRIATE LEVEL OF INDEPENDENCE WHILE HELPING WITH DAILY LIVING ACTIVITIES. 10,138 RESIDENT DAYS WERE PROVIDED IN 2010. 606663 449089 RESIDENTIAL APARTMENT LIVING AT SCHMITT WOODLAND HILLS COMBINES THE PLEASURE OF INDEPENDENT LIVING WITH A SENSE OF SECURITY FOUND IN A SUPPORTIVE RETIREMENT COMMUNITY COMMITTED TO SERVING SENIORS. SCHMITT WOODLAND HILLS OFFERS OLDER ADULTS A CONTINUUM OF QUALITY SERVICES AND FACILITIES. OUR INDEPENDENT LIVING APARTMENTS ARE REGISTERED AS A RESIDENTIAL CARE APARTMENT COMPLEX (RCAC) WHICH ALLOWS US TO PROVIDE PERSONAL AND SUPPORTIVE CARE AS NEEDED. APARTMENT TENANTS ARE ASSURED PRIORITY ACCESS TO ALL OTHER FACILITIES AND CARE LEVELS OFFERED AT SCHMITT WOODLAND HILLS. APARTMENTS RENTED IN 2010 TOTALLED 296 MONTHS. 1013016 553192 SCHMITT WOODLAND HILLS OFFERS PERSONAL HOME CARE SERVICES TO HELP PEOPLE LIVE COMFORTABLY AND SAFELY IN THEIR OWN HOMES. SCHMITT WOODLAND HILLS ALSO OFFERS MEAL SERVICE TO RESIDENTS OF THE CBRF AND RCAC. 1013016 553192 3880520 1 1 0 1 0 0 0 0 1 1 0 0 0 1 1 0 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 0 1 0 0 0 0 0 1 39 0 1 151 1 1 1 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X JEN DRONE 6086478931 1400 W SEMINARY STREET RICHLAND CENTER WI 53581 JENNIFER HARPER 0.50 X 0 0 0 JERRY COOPER 0.50 X 0 0 0 WILLIAM RUDOLPH 0.50 X 0 0 0 BILL OSWALD 0.50 X 0 0 0 HARVEY BASTIAN 0.50 X X 0 0 0 TOM SHIELDS 0.50 X X 0 0 0 VIRGINIA WIEDENFELD 0.50 X 0 0 0 RUSS SHANNON 0.50 X 0 0 0 RUTH MOSER 0.50 X 0 0 0 EUNICE JEWELL 0.50 X 0 0 0 CHUCK ABER 0.50 X X 0 0 0 SAM ROYAPPA 0.50 X 0 0 0 JERRY BOWER 0.50 X 0 0 0 ETHAN LARSON 0.50 X 0 0 0 TOM HARVEY 0.50 X 0 0 0 JAMES OLSON 40.00 X 88738 0 1331 88738 0 1331 0 0 0 0 AEGIS THERAPIES INC PO BOX 8103 FORT SMITH AR 72902 PHYSICAL, OCCUPATIONAL & SPEECH THERAPY 302266 AVIANDS LLC PO BOX 1450 MINNEAPOLIS MN 55485 FOOD SERVICES 217729 2 3864 248443 4164 252307 NURSING 623000 2058757 2058757 ASSISTED LIVING 623000 1350691 1350691 RESIDENTIAL APARTMENTS 623990 449089 449089 HOUSE CALLS 621610 395899 395899 FOOD SERVICE 623000 82398 82398 74895 74895 4411729 61883 61883 298095 305706 1397 -7611 -1397 -9008 -9008 8566 3864 8390 176 176 FOOD REVENUE-JAILS 624200 61820 61820 MISCELLANEOUS 623000 9454 8854 600 71274 4788361 4402721 70674 62659 90069 90069 2124886 1931709 168266 24911 23531 21394 1861 276 354733 309370 41373 3990 171889 149908 20048 1933 325 325 36264 36264 16513 16513 325272 325272 385723 336944 37329 11450 166634 154238 12396 13380 13380 77024 77024 290815 290815 68279 68279 DIETARY 109014 109014 REPAIRS AND MAINTENANCE 99029 92328 6701 PROVIDER TAX ASSESSMENT 48000 48000 OTHER 17901 7038 9446 1417 CONTINUING EDUCATION 17266 14086 3180 341 341 4436888 3880520 512391 43977 286106 167109 594869 611741 440962 456287 35014 33997 38104 60962 6888759 4889211 2031207 1999548 1985875 2555427 54100 50303 5466237 5935374 354433 358069 2195284 2056925 273171 290429 2822888 2705423 X 1848418 2414138 794931 815813 2643349 3229951 5466237 5935374 X 351473 235129 X X 0 1 1 X 0 X 33080 62161 28790 92673 244698 461402 3626316 4055384 3998571 4323624 4411727 20415622 3659396 4117545 4027361 4416297 4656425 20877024 0 0 0 20877024 92369 87088 90200 58587 54272 382516 92369 87088 90200 58587 54272 382516 52483 50894 66669 73694 70674 314414 1337 600 907 600 600 4044 3805585 4256127 4185137 4549178 4781971 21577998 0.96750 0.96730 0.01770 0.02060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 300 300 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: SCHMITT WOODLAND HILLS, INC. PAYS ANNUAL ASSOCIATION DUES TO WISCONSIN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING AND TO AMERICAN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING. 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 ENVIRONMENT. 1033444 22082 96454 33212 1118768 882955 17950 146574 14035 1033444 1099102 19674 -212412 23409 882955 0.21000 0.79000 0 0 251400 251400 5430588 4011104 1419484 1200814 878107 322707 5957 5957 1999548 REFUNDABLE ACCOMODATION FEES 272750 DEFERRED REVENUE FROM ACCOMODATION FEES 17679 290429 4788361 4436888 351473 235129 235129 586602 4788361 0 4788361 0 4788361 4436888 0 4436888 0 4436888 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THESE ENDOWMENTS CONSIST OF FUNDS, WHICH WERE ESTABLISHED TO PROVIDE INTEREST INCOME TO PROVIDE FOR BENEVOLENT CARE. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE CORPORATION IS A TAX-EXEMPT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE CORPORATION IS ALSO EXEMPT FROM STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SIMILAR STATE OF WISCONSIN TAX LAWS. IN ORDER TO ACCOUNT FOR ANY UNCERTAIN TAX POSITIONS, THE CORPORATION DETERMINES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OR 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 THE TAX POSITION IS NOT RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE CORPORATION IS ALSO ENGAGED, TO A LIMITED EXTENT, IN ACTIVITIES WHICH THE INTERNAL REVENUE SERVICE CONSIDERS UNRELATED TO THE CORPORATION'S EXEMPT PURPOSE AND, THEREFORE, TAXABLE. THESE ACTIVITIES, HOWEVER, ANNUALLY RESULT IN NET OPERATING LOSSES FOR INCOME TAX PURPOSES. THE CORPORATION DOES NOT PRESENTLY ANTICIPATE THAT A TAX BENEFIT FROM THESE NET OPERATING LOSSES WILL BE REALIZED IN THE FUTURE. ACCORDINGLY, ANY POTENTIAL DEFERRED TAX ASSET RESULTING FROM THE AVAILABILITY OF NET OPERATING LOSS CARRYFORWARDS IS OFFSET BY A VALUATION ALLOWANCE OF EQUAL AMOUNT. NO DEFERRED TAX ASSETS AND LIABILITIES HAVE BEEN RECOGNIZED SINCE NO OTHER DIFFERENCES EXIST BETWEEN THE FINANCIAL AND TAX BASES OF REPORTING THE CORPORATION'S ASSETS AND LIABILITIES. THE CORPORATION'S POLICY IS TO RECOGNIZE INTEREST AND ANY PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE WHEN INCURRED. AS OF AND FOR THE YEARS ENDED DECEMBER 31, 2010 AND 2009, THERE WAS NO INCOME TAX EXPENSE, TAX PENALTIES, OR INTEREST RELATED TO TAX PENALTIES RECORDED BY THE CORPORATION IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE CORPORATION RECORDED NO ASSETS OR LIABILITIES FOR UNCERTAIN TAX POSITIONS IN 2010 AND 2009. FEDERAL RETURNS FOR THE TAX YEARS 2007 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. HOUSING AUTHORITY OF THE CITY OF RICHLAND CENTER WI 391099560 2004-02-27 2425000 REFINANCING AND BUILDING IMPROVEMENTS 0 0 0 2425000 48500 491000 1885500 2004 1 0 1 1 0 0 0 0 1 0 0 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE AND OPERATIONS COMMITTEE REVIEWED AND DISCUSSED THE 990 AND THEN REPORTED THEIR DISCUSSION TO THE BOARD OF DIRECTORS. THE FORM 990 WAS FILED AFTER DISCUSSION AND ACCEPTANCE BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C WHEN APPROPRIATE, BOARD MEMBER IS ASKED TO REFRAIN FROM VOTING IF A POTENTIAL CONFLICT OF INTEREST ARISES. THIS IS NOTED IN THE MINUTES. FORM 990, PART VI, SECTION B, LINE 15 SCHMITT WOODLAND HILLS UTILIZES TWO WAGE AND BENEFIT SURVEYS TO DETERMINE THE COMPENSATION OF THE ORGANIZATION'S EMPLOYEES. THE TWO SURVEYS ARE COMPILED BY THE WISCONSIN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING AND SHARED HEALTH. ADDITIONAL INFORMATION IS UTILIZED AS NEEDED. EXAMPLES ARE LOCAL MARKET INFORMATION AND TRADE LITERATURE. THE ADMINISTRATOR'S COMPENSATION IS RECOMMENDED BY A BOARD TASK FORCE AND THEIR RECOMMENDATION IS REVIEWED AND APPROVED BY THE ENTIRE BOARD. OTHER LEADERSHIP COMPENSATION IS APPROVED BY THE ADMINISTRATOR. FORM 990, PART VI, SECTION C, LINE 19 SCHMITT WOODLAND HILLS' GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 235,129. UNREALIZED GAIN ON UNRESTRICTED NET ASSETS FORM 990. PART XI, LINE 2C: OVERSIGHT OF AUDIT THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT AND THE MANAGEMENT TEAM OVERSEES THE AUDIT PROCESS. THE PROCESS HAS NOT CHANGED IN 2010. FORM 990, PART IV, LINE 12 THE AUDITED FINANCIAL STATEMENTS INCLUDED SCHMITT WOODLAND HILLS, INC. AND WOODLAND PROPERTIES, LLC, A DISREGARDED ENTITY. WOODLAND PROPERTIES LLC 1400 W SEMINARY STREET RICHLAND CENTER WI 53581 HOLDS LAND FOR FUTURE DEVELOPMENT WI 206000 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 WOODLAND HILLS PROPERTY