What the amendment changed
Compared with the return it replaced , filed 26 June 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $591,189 changed to $2,884,385
- Total expenses
- $248,643 changed to $2,938,745
- Contributions and grants received
- $332,982 changed to $0
- Program service revenue
- $258,180 changed to $2,874,072
- Investment income
- $27 changed to $10,313
- Total assets, end of year
- $342,546 changed to $330,186
- Total liabilities, end of year
- $0 changed to $42,000
- Net assets or fund balances, end of year
- $342,546 changed to $288,186
- Program services expenses
- $231,276 changed to $2,760,309
- Management and general expenses
- $17,367 changed to $178,436
- Program service expenses (Part III)
- $231,276 changed to $2,760,309
Listed only on the later return
- Gary BennettsGARY BENNETTS
- John GeorgeJOHN GEORGE
Totals
- Total revenue
- $2,884,385
- Total expenses
- $2,938,745
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $2,874,072
- Investment income
- $10,313
- Other revenue
- $0
- Total assets, end of year
- $330,186
- Total liabilities, end of year
- $42,000
- Net assets or fund balances, end of year
- $288,186
- Program services expenses (Part IX)
- $2,760,309
- Management and general expenses
- $178,436
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,760,309
Program services were 93.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: ASSISTED LIVING RENT
total $2,874,072 · related or exempt $2,874,072
-
3 · Investment income
total $10,313 · excluded $10,313
Functional expenses
Part IX, the statement of functional expenses.
-
11a · Fees: management
total $2,055,960 · program services $1,879,723 · management and general $176,237
-
11g · Fees: other
total $2,500 · program services $2,500
-
13 · Office expenses
total $409 · program services $409
-
14 · Information technology
total $14,947 · program services $14,947
-
16 · Occupancy
total $841,920 · program services $841,920
-
22 · Depreciation, depletion and amortization
total $2,199 · management and general $2,199
-
23 · Insurance
total $20,000 · program services $20,000
-
24a · Other expenses: LICENSING
total $810 · program services $810
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $10,270 · end of year $6,505
-
2 · Savings and temporary cash investments
beginning of year $300,027 · end of year $293,631
-
10a · Land, buildings and equipment: cost or other basis
$32,982
-
10b · Land, buildings and equipment: accumulated depreciation
$2,932
-
10c · Land, buildings and equipment, net
beginning of year $32,249 · end of year $30,050
-
17 · Accounts payable and accrued expenses
beginning of year $0 · end of year $42,000
-
27 · Net assets without donor restrictions
beginning of year $342,546 · end of year $288,186
Mission and programs · 2023
Mission
IN THE FRANCISCAN TRADITION, FRANCISCAN SHORE STRIVES TO PROVIDE AND OFFER SUPERIOR SERVICES TO OLDER ADULTS IN ANASSISTED LIVING SETTING, CREATING A HOME-LIKE ENVIRONMENT, HONORING THEIR WISHES, MAINTAINING THEIR DIGNITY, ANDRESPECTING THEIR RIGHTS.FRANCISCAN SHORE PROMOTES A HIGH-QUALITY OF LIFE FOR ALL RESIDENTS BASED ON THE FOLLOWING VALUES:. PROVIDING HOSPITALITY AND SERVICE FOR ALL MEMBERS OF THE COMMUNITY AND THEIR SIGNIFICANT OTHERS. FOSTERING A CLIMATE OF COMPASSION, PEACE, SUPPORT, AND TRUST. RESPECTING THE VALUE OF HUMAN AND NATURAL RESOURCES.OUR SERVICE IS GUIDED BY THE FOLLOWING CONCEPTS:. ADVOCATE FOR THE UNDERSERVED AND VULNERABLE. AGING-IN-PLACE WITH GRACE. COLLABORATION. COMPASSION FOR ALL. WHOLE-PERSON/PERSON-DIRECTED SERVICE
Activities or mission (Part I)
THE CORPORATION'S MISSION IS TO OPERATE A COMMUNITY THAT COMBINES THE AMENITIES OF A SELF-CONTAINED RESIDENTIAL COMPLEX FOR THE ELDERLY WITH THE CONVENIENCE OF PERSONAL SERVICES AND MEDICAL BENEFITS IN A PROTECTED CHRISTIAN ENVIRONMENT.
-
PROVIDE FAITH-BASED ASSISTED LIVING AND MEMORY CARE TO RELIGIOUS ORDERS, DIOCESAN PRIESTS AND THE GENERAL PUBLIC. THE SOUTH CAMPUS IS A CERTIFIED RESIDENTIAL CARE APARTMENT COMPLEX ("RCAC") WITH THE STATE OF WISCONSIN DEPARTMENT OF HEALTH SERVICES. THE ORGANIZATION IS CURRENTLY PURSUING A LICENSE WITH THE STATE OF WISCONSIN DEPARTMENT OF HEALTH SERVICES TO OPERATE THE NORTH CAMPUS AS A LICENSED COMMUNITY BASED RESIDENTIAL FACILITY ("CBRF").
Expenses $2,760,309 · Revenue $2,874,072
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Sr Joanne SchatzleinSR JOANNE SCHATZLEIN
OSF/PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Sr Charlotte RoostSR CHARLOTTE ROOST
OSF/VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Sr Sylvia Anne SheldonSR SYLVIA ANNE SHELDON
OSF/SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
John GeorgeJOHN GEORGE
ADMINISTRATOR
- Total calculated
- $125,850
- From this org
- $0
- From related orgs
- $121,615
- Other
- $4,235
- Hours/week
- 1 + 40 related
-
Gary BennettsGARY BENNETTS
CFO
- Total calculated
- $57,225
- From this org
- $0
- From related orgs
- $57,225
- Other
- $0
- Hours/week
- 1 + 20 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
SISTERS OF ST FRANCIS OF ASSISI INC
501(C)(3) · RELIGIOUS ORGANIZATION · WI
-
ST FRANCIS CONVENT
501(C)(3) · RELIGIOUS ORGANIZATION · WI · controlled entity
Directly controlled by SISTERS OF ST FRANCIS OF ASSISI INC
-
501(C)(3) · LOW INCOME HOUSING · WI · controlled entity
Directly controlled by SISTERS OF ST FRANCIS OF ASSISI INC
-
501(C)(3) · LOW INCOME HOUSING · WI · controlled entity
Directly controlled by SISTERS OF ST FRANCIS OF ASSISI INC
-
ST ANN CENTER FOR INTERGENERATIONAL CARE
501(C)(3) · CARE CENTER · WI · controlled entity
Directly controlled by SISTERS OF ST FRANCIS OF ASSISI INC
-
501(C)(3) · ADULT PROGRAM · WI · controlled entity
Directly controlled by SISTERS OF ST FRANCIS OF ASSISI INC
-
501(C)(3) · DISABLED SERVICES · IL · controlled entity
Directly controlled by SISTERS OF ST FRANCIS OF ASSISI INC
-
501(C)(3) · DISABLED SERVICES · MA · controlled entity
Directly controlled by SISTERS OF ST FRANCIS OF ASSISI INC
-
501(C)(3) · EMERGENCY OUTREACH · MD · controlled entity
Directly controlled by SSFA INC (THRU NOVEMBER 2023)
-
501(C)(3) · CHURCH · MD · controlled entity
Directly controlled by SISTERS OF ST FRANCIS OF ASSISI INC
-
CARDINAL STRITCH UNIVERSITY INC
(FMR) PRIVATE UNIVERSITY · WI · controlled entity
Directly controlled by SISTERS OF ST FRANCIS OF ASSISI INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 5 June 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511569349300721
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.