Form 990 for tax year 2022
Filed by ST ANNES HOME FOR THE ELDERLY MILWAUKEE INC.
Totals
- Total revenue
- $9,136,700
- Total expenses
- $10,010,743
- Contributions and grants received
- $90,784
- Grants paid
- $0
- Program service revenue
- $9,046,116
- Investment income
- -$200
- Other revenue
- $0
- Total assets, end of year
- $8,232,880
- Total liabilities, end of year
- $2,217,628
- Net assets or fund balances, end of year
- $6,015,252
- Program services expenses (Part IX)
- $9,523,331
- Management and general expenses
- $487,412
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $9,523,331
Program services were 95.1% 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.
-
1f · All other contributions, gifts and grants
$90,784
-
2a · Program service revenue: PRIVATE/MEDICARE/HOSPI
total $6,746,222 · related or exempt $6,746,222
-
2b · Program service revenue: FAMILY CARE
total $2,181,343 · related or exempt $2,181,343
-
2c · Program service revenue: ENTRANCE FEES
total $118,551 · related or exempt $118,551
-
3 · Investment income
total $4,637 · excluded $4,637
-
7b · Less cost or other basis and sales expenses
other assets $4,837
-
7c · Gain or loss
other assets -$4,837
-
7d · Net gain or loss
total -$4,837 · excluded -$4,837
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $3,471,911 · program services $2,984,499 · management and general $487,412
-
9 · Other employee benefits
total $605,835 · program services $605,835
-
11a · Fees: management
total $1,113,334 · program services $1,113,334
-
11b · Fees: legal
total $16,952 · program services $16,952
-
11c · Fees: accounting
total $227,378 · program services $227,378
-
11g · Fees: other
total $2,864,675 · program services $2,864,675
-
13 · Office expenses
total $882,360 · program services $882,360
-
22 · Depreciation, depletion and amortization
total $613,113 · program services $613,113
-
24a · Other expenses: PROVISION FOR BAD DEBTS
total $215,185 · program services $215,185
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,572,284 · end of year $721,668
-
4 · Accounts receivable
beginning of year $747,197 · end of year $1,130,140
-
9 · Prepaid expenses and deferred charges
beginning of year $86,363 · end of year $15,951
-
10a · Land, buildings and equipment: cost or other basis
$23,284,362
-
10b · Land, buildings and equipment: accumulated depreciation
$16,919,241
-
10c · Land, buildings and equipment, net
beginning of year $6,825,030 · end of year $6,365,121
-
15 · Other assets
beginning of year $332,964 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $2,037,252 · end of year $1,107,571
-
19 · Deferred revenue
beginning of year $137,291 · end of year $37,739
-
25 · Other liabilities
beginning of year $0 · end of year $1,072,318
-
27 · Net assets without donor restrictions
beginning of year $7,389,295 · end of year $6,015,252
Mission and programs · 2022
Mission
ST. ANNE'S HOME FOR THE ELDERLY PROVIDES ITS RESIDENTS WITH CARE AND COMPASSION IN A RESPECTFUL, HOME-LIKE ENVIRONMENT THAT HONORS INDIVIDUAL DIGNITY. FOLLOWING THE MISSION AND PHILOSOPHY OF THE SISTERS OF THE DIVINE SAVIOR AND THE TENETS OF THE CATHOLIC FAITH, ST. ANNE'S STRIVES TO IMPROVE QUALITY OF LIFE, PROMOTE JUSTICE, COLLABORATE WITH OTHERS AND ACT AS RESPONSIBLE STEWARDS OF ITS RESOURCES.
Activities or mission (Part I)
TO PROVIDE LONG-TERM CARE FOR THE ELDERLY. THE REVENUE IS GENERATED BY PROVIDING HOUSING, FOOD, AND CARE TO THE ELDERLY RESIDENTS.
-
ST. ANNE'S SALVADORIAN CAMPUS OPERATES A 50-BED LONG TERM CARE FACILITY, 43-UNIT RESIDENTIAL CARE APARTMENT COMPLEX, A 26-BED COMMUNITY BASED RESIDENTIAL FACILITY, AND A CONVENT SERVING RETIRED RELIGIOUS IN A SUPPORTIVE CARE ENVIRONMENT.THE HOME PROVIDES CARE TO THE INDIGENT UNDER THE MEDICAID PROGRAM. THE HOME ALSO FOCUSES A VARIETY OF SOCIAL ACCOUNTABILITY EFFORTS TO ENHANCE EDUCATIONAL, SOCIAL AND SPIRITUAL BENEFITS TO A VARIETY OF CONSTITUENTS IN THE GREATER MILWAUKEE AREA. THE FOLLOWING IS A SUMMARY OF THESE SERVICES PROVIDED BY THE HOME TO SUPPORT SOCIAL ACCOUNTABILITY: _ CLINICAL SITE TRAINING._ PASTORAL CARE SERVICES AND OTHER SPIRITUAL SUPPORT FOR THOSE IN NEED._ EDUCATION AND WELLNESS PROGRAMS FOR THE ELDERLY._ SUPPORT GROUPS FOR EDUCATION ON ALZHEIMER'S AND OTHER DISEASES_ VOLUNTEER COORDINATOR FOR COMMUNITY-BASED FELLOWSHIP AND FAMILY SUPPORT._ SUPPORT EFFORTS FOR A VARIETY OF EMERGENCY NEEDS FOR RESIDENTS.
Expenses $9,523,331 · Revenue $9,046,116
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Todd FischerTODD FISCHER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
Robert MeidenbauerROBERT MEIDENBAUER
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
Scott DettmannSCOTT DETTMANN
ASST SECRETARY/ASST TREASU
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
Rev Bruce NelsonREV BRUCE NELSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
Mike WilkesMIKE WILKES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
Rev Katie Van Der LindenREV KATIE VAN DER LINDEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
Matthew MautheMATTHEW MAUTHE
CEO
- Total calculated
- $584,491
- From this org
- $0
- From related orgs
- $552,754
- Other
- $31,737
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $506,121 related
- Bonus
- $0 + $46,633 related
- Other
- $0
- Deferred
- $0 + $13,910 related
- Nontaxable benefits
- $0 + $17,827 related
- Filer's total
- $0 + $584,491 related
-
Nicole ChwalaNICOLE CHWALA
CFO
- Total calculated
- $227,049
- From this org
- $0
- From related orgs
- $207,665
- Other
- $19,384
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $196,605 related
- Bonus
- $0 + $11,060 related
- Other
- $0
- Deferred
- $0 + $7,021 related
- Nontaxable benefits
- $0 + $12,363 related
- Filer's total
- $0 + $227,049 related
-
Michael LibbyMICHAEL LIBBY
SVP OF OPERATIONS
- Total calculated
- $317,512
- From this org
- $0
- From related orgs
- $289,907
- Other
- $27,605
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $266,166 related
- Bonus
- $0 + $23,741 related
- Other
- $0
- Deferred
- $0 + $9,756 related
- Nontaxable benefits
- $0 + $17,849 related
- Filer's total
- $0 + $317,512 related
-
Sherry CiraSHERRY CIRA
SVP OF ADMINISTRATION
- Total calculated
- $176,381
- From this org
- $0
- From related orgs
- $172,711
- Other
- $3,670
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $161,978 related
- Bonus
- $0 + $10,733 related
- Other
- $0
- Deferred
- $0 + $1,950 related
- Nontaxable benefits
- $0 + $1,720 related
- Filer's total
- $0 + $176,381 related
-
Jeff HackelJEFF HACKEL
SVP OF HR
- Total calculated
- $191,048
- From this org
- $0
- From related orgs
- $185,741
- Other
- $5,307
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $183,998 related
- Bonus
- $0 + $1,743 related
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $5,307 related
- Filer's total
- $0 + $191,048 related
-
Jennifer JohnsonJENNIFER JOHNSON
EXECUTIVE DIRECTOR- THE MARQUARDT
- Total calculated
- $177,339
- From this org
- $0
- From related orgs
- $155,818
- Other
- $21,521
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $155,818 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $5,196 related
- Nontaxable benefits
- $0 + $16,325 related
- Filer's total
- $0 + $177,339 related
-
Justin MunzelJUSTIN MUNZEL
SENIOR VP OF COMMONHEART
- Total calculated
- $236,335
- From this org
- $0
- From related orgs
- $227,440
- Other
- $8,895
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $221,460 related
- Bonus
- $0 + $5,980 related
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $8,895 related
- Filer's total
- $0 + $236,335 related
-
Keith VanlanduytKEITH VANLANDUYT
SVP OF MARKETING & PHILANTHROPY
- Total calculated
- $142,949
- From this org
- $0
- From related orgs
- $142,495
- Other
- $454
- Hours/week
- 5 + 35 related
-
Lisa WhiteLISA WHITE
DIRECTOR OF HOSPICE
- Total calculated
- $133,939
- From this org
- $0
- From related orgs
- $122,791
- Other
- $11,148
- Hours/week
- 5 + 35 related
-
Mark PietrowiakMARK PIETROWIAK
VP OF BUSINESS DEVELOPMENT
- Total calculated
- $216,321
- From this org
- $0
- From related orgs
- $191,385
- Other
- $24,936
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $172,084 related
- Bonus
- $0 + $19,301 related
- Other
- $0
- Deferred
- $0 + $6,127 related
- Nontaxable benefits
- $0 + $18,809 related
- Filer's total
- $0 + $216,321 related
-
Jeff HoffmanJEFF HOFFMAN
VP OF CONSTRUCTION
- Total calculated
- $187,175
- From this org
- $0
- From related orgs
- $165,781
- Other
- $21,394
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $148,290 related
- Bonus
- $0 + $17,491 related
- Other
- $0
- Deferred
- $0 + $5,209 related
- Nontaxable benefits
- $0 + $16,185 related
- Filer's total
- $0 + $187,175 related
-
Gary ThorpeGARY THORPE
VP OF HUMAN RESOURCES
- Total calculated
- $168,448
- From this org
- $0
- From related orgs
- $162,038
- Other
- $6,410
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $152,348 related
- Bonus
- $0 + $9,690 related
- Other
- $0
- Deferred
- $0 + $5,068 related
- Nontaxable benefits
- $0 + $1,342 related
- Filer's total
- $0 + $168,448 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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- RELATED ORGANIZATIONS USE THE FOLLOWING TO ESTABLISH COMPENSATION FOR OFFICERS: INDEPENDENT COMPENSATION CONSULTANT FORM 990 OF OTHER ORGANIZATIONS COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
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.
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501(C)(3) · SKILLED NURSING FACILITY · WI
Directly controlled by MARQUARDT VILLAGE INC
-
501(C)(3) · MANAGEMENT SERVICES · WI
-
501(C)(3) · SENIOR HOUSING · WI
Directly controlled by MARQUARDT VILLAGE INC
-
501(C)(3) · SENIOR HOUSING · WI
Directly controlled by MARQUARDT VILLAGE INC
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501(C)(3) · LOW INCOME HOUSING · WI
Directly controlled by MARQUARDT VILLAGE INC
-
501(C)(3) · HOME HEALTH, HOSPICE AND EMERGENCY RESPONSE SERVICES · WI
Directly controlled by MARQUARDT VILLAGE INC
-
501(C)(3) · SUPPORT MARQUARDT VILLAGE INC & AFFILIATES · WI
Directly controlled by MARQUARDT VILLAGE INC
-
501(C)(3) · DEVELOPMENT OF RETIREMENT COMMUNITY · WI
Directly controlled by MARQUARDT VILLAGE INC
-
501(C)(3) · SENIOR HOUSING · WI
Directly controlled by MARQUARDT VILLAGE INC
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501(C)(3) · LONG TERM CARE FOR THE ELDERLY · WI
Directly controlled by MARQUARDT VILLAGE INC
-
501(C)(3) · LOW INCOME HOUSING · WI
Directly controlled by MARQUARDT VILLAGE INC
-
501(C)(3) · LOW INCOME HOUSING · WI
Directly controlled by MARQUARDT VILLAGE INC
-
501(C)(3) · SKILLED NURSING FACILITY · WI
Directly controlled by MARQUARDT VILLAGE INC
-
501(C)(3) · SKILLED NURSING FACILITY · WI
Directly controlled by MARQUARDT VILLAGE INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 11 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202431369349309693
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