Totals
- Total revenue
- $31,797,635
- Total expenses
- $31,161,406
- Contributions and grants received
- $3,140,889
- Grants paid
- $21,457
- Program service revenue
- $27,556,831
- Investment income
- $485,448
- Other revenue
- $614,467
- Total assets, end of year
- $44,183,984
- Total liabilities, end of year
- $26,129,038
- Net assets or fund balances, end of year
- $18,054,946
- Program services expenses (Part IX)
- $25,184,682
- Management and general expenses
- $5,802,656
- Fundraising expenses
- $174,068
- Program service expenses (Part III)
- $25,184,682
Program services were 80.8% 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.
-
1e · Government grants (contributions)
$2,837,116
-
1f · All other contributions, gifts and grants
$303,773
-
2a · Program service revenue: NET RESIDENT SERVICE REVENUE
total $20,941,982 · related or exempt $20,941,982
-
2b · Program service revenue: MANAGEMENT SUPPORT SERVICES
total $5,963,052 · related or exempt $5,963,052
-
2c · Program service revenue: MANAGEMENT FEE REVENUE
total $520,456 · related or exempt $520,456
-
2d · Program service revenue: FARM PRODUCE INCOME
total $97,411 · related or exempt $97,411
-
2e · Program service revenue: GUEST ROOM REVENUE
total $33,930 · excluded $33,930
-
3 · Investment income
total $364,840 · excluded $364,840
-
6a · Gross rents
real property $125,720
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $125,720
-
6d · Net rental income or loss
total $125,720 · excluded $125,720
-
7a · Gross sales of assets other than inventory
securities $2,630,694
-
7b · Less cost or other basis and sales expenses
securities $2,510,086
-
7c · Gain or loss
securities $120,608
-
7d · Net gain or loss
total $120,608 · excluded $120,608
-
11a · Other revenue: MISC REVENUE
total $424,694 · excluded $424,694
-
11b · Other revenue: CONSULTING REVENUE
total $39,442 · unrelated business $39,442
-
11c · Other revenue: CATERING SALES
total $13,745 · excluded $13,745
-
11d · All other revenue
total $10,866 · excluded $10,866
-
11e · Other revenue, total
$488,747
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $21,457 · program services $21,457
-
7 · Other salaries and wages
total $17,611,211 · program services $15,934,942 · management and general $1,528,927 · fundraising $147,342
-
8 · Pension plan contributions
total $235,713 · program services $247,735 · management and general -$13,990 · fundraising $1,968
-
9 · Other employee benefits
total $1,856,696 · program services $1,372,249 · management and general $475,932 · fundraising $8,515
-
10 · Payroll taxes
total $1,350,012 · program services $1,198,570 · management and general $144,145 · fundraising $7,297
-
11b · Fees: legal
total $15,641 · program services $4,548 · management and general $11,093
-
11c · Fees: accounting
total $542,201 · management and general $542,201
-
11g · Fees: other
total $2,272,943 · program services $2,071,751 · management and general $197,969 · fundraising $3,223
-
12 · Advertising and promotion
total $67,653 · program services $66,460 · management and general $339 · fundraising $854
-
13 · Office expenses
total $240,069 · program services $219,483 · management and general $21,858 · fundraising -$1,272
-
16 · Occupancy
total $993,561 · program services $860,068 · management and general $132,452 · fundraising $1,041
-
17 · Travel
total $58,404 · program services $39,540 · management and general $18,864
-
19 · Conferences, conventions and meetings
total $91,275 · program services $41,388 · management and general $49,837 · fundraising $50
-
20 · Interest
total $447,190 · program services $5,834 · management and general $441,356
-
22 · Depreciation, depletion and amortization
total $2,089,735 · program services $44,065 · management and general $2,045,670
-
23 · Insurance
total $189,003 · program services $51,318 · management and general $137,685
-
24a · Other expenses: FOOD EXPENSE
total $1,087,334 · program services $1,087,071 · management and general $263
-
24b · Other expenses: REPAIRS AND MAINTENANCE
total $817,089 · program services $760,835 · management and general $53,798 · fundraising $2,456
-
24c · Other expenses: MEDICAL SUPPLIES
total $638,992 · program services $638,992
-
24d · Other expenses: MEDICAID BED TAX ASSESS
total $218,280 · program services $218,280
-
24e · All other expenses
total $316,947 · program services $300,096 · management and general $14,257 · fundraising $2,594
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $853,577 · end of year $759,520
-
3 · Pledges and grants receivable
end of year $2,837,116
-
4 · Accounts receivable
beginning of year $1,576,015 · end of year $2,223,523
-
8 · Inventories for sale or use
beginning of year $95,710 · end of year $104,255
-
9 · Prepaid expenses and deferred charges
beginning of year $225,730 · end of year $80,049
-
10a · Land, buildings and equipment: cost or other basis
$67,961,636
-
10b · Land, buildings and equipment: accumulated depreciation
$46,802,010
-
10c · Land, buildings and equipment, net
beginning of year $22,464,825 · end of year $21,159,626
-
11 · Investments: publicly traded securities
beginning of year $12,733,489 · end of year $12,547,589
-
12 · Investments: other securities
beginning of year $1,885,755 · end of year $1,972,360
-
13 · Investments: program-related
beginning of year $737,200 · end of year $314,425
-
15 · Other assets
beginning of year $2,456,232 · end of year $2,185,521
-
17 · Accounts payable and accrued expenses
beginning of year $2,163,166 · end of year $2,295,000
-
19 · Deferred revenue
beginning of year $1,320,000 · end of year $1,441,905
-
20 · Tax-exempt bond liabilities
beginning of year $11,629,708 · end of year $10,222,164
-
21 · Escrow or custodial account liability
beginning of year $10,690,222 · end of year $11,512,701
-
25 · Other liabilities
beginning of year $683,806 · end of year $657,268
-
27 · Net assets without donor restrictions
beginning of year $14,774,750 · end of year $15,944,101
-
28 · Net assets with donor restrictions
beginning of year $1,766,881 · end of year $2,110,845
Mission and programs · 2023
Mission
ROOTED IN OUR CATHOLIC TRADITION AND COMMITMENT TO CHRISTIAN LOVE AND COMMUNITY, MILWAUKEE CATHOLIC HOME, INC. (MCH) PROVIDES CONTINUING CARE SERVICES FOR OLDER ADULTS.
Activities or mission (Part I)
THROUGH CATHOLIC TRADITION AND COMMITMENT, MILWAUKEE CATHOLIC HOME INC PROVIDES CONTINUING CARE SERVICES FOR OLDER ADULTS.
-
PROVIDING A VARIETY OF SERVICES TO SENIOR RESIDENTS WITH 112 INDEPENDENT LIVING APARTMENTS, 22 ASSISTED LIVING UNITS, AND A 107 BED SKILLED NURSING FACILITY.
Expenses $25,184,682 · Grants $21,457 · Revenue $27,522,901
As filed on the 2023 return.
Listed in Part VII
-
Patrick M CannonPATRICK M CANNON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Bridget CoffeyBRIDGET COFFEY
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Robert DevitaROBERT DEVITA
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Jennifer Doering PhD RNJENNIFER DOERING PHD RN
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Lora OlenchekLORA OLENCHEK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Peter MullaneyPETER MULLANEY
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Dr Linda WardDR LINDA WARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Rick SchmidtRICK SCHMIDT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Sr Mary Kay BrooksSR MARY KAY BROOKS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Paul ConnollyPAUL CONNOLLY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Joanne HillJOANNE HILL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Linda Price-ToppLINDA PRICE-TOPP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
David FulcherDAVID FULCHER
CHIEF EXECUTIVE OFFICER
- Total calculated
- $374,571
- From this org
- $307,023
- From related orgs
- $0
- Other
- $67,548
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $227,798
- Bonus
- $70,500
- Other
- $8,725
- Deferred
- $6,402
- Nontaxable benefits
- $61,146
- Filer's total
- $374,571
-
Elizabeth JohnstonELIZABETH JOHNSTON
CHIEF PEOPLE OFFICER
- Total calculated
- $165,435
- From this org
- $137,778
- From related orgs
- $0
- Other
- $27,657
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $137,778
- Bonus
- $0
- Other
- $0
- Deferred
- $3,507
- Nontaxable benefits
- $24,150
- Filer's total
- $165,435
-
Kathleen GrantKATHLEEN GRANT
CHIEF CLINICAL OFFICER
- Total calculated
- $185,335
- From this org
- $154,110
- From related orgs
- $0
- Other
- $31,225
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $146,024
- Bonus
- $0
- Other
- $8,086
- Deferred
- $3,732
- Nontaxable benefits
- $27,493
- Filer's total
- $185,335
-
Jessica HorningJESSICA HORNING
CHIEF FINANCIAL OFFICER
- Total calculated
- $169,883
- From this org
- $145,090
- From related orgs
- $0
- Other
- $24,793
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $145,090
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $24,793
- Filer's total
- $169,883
-
Patrick ShaughnessyPATRICK SHAUGHNESSY
EXECUTIVE DIRECTOR
- Total calculated
- $193,661
- From this org
- $141,875
- From related orgs
- $0
- Other
- $51,786
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $141,875
- Bonus
- $0
- Other
- $0
- Deferred
- $3,653
- Nontaxable benefits
- $48,133
- Filer's total
- $193,661
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
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
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
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.
-
501(C)(3) · INDEPENDENT AND ASSISTED LIVING · WI
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
MILWAUKEE CATHOLIC HOME MANAGEMENT SERVICES LLC
MANAGEMENT/CONSULTING · WI · income $8,418,308 · assets $951,893
Directly controlled by MILWAUKEE CATHOLIC HOME INC
-
CLARE GARDENS LLC
ORGANIC FARM · WI · income $129,657 · assets $278,365
Directly controlled by MILWAUKEE CATHOLIC HOME INC
-
TRINITY SENIOR SERVICES CARE PARTNERING LLC
CARE PARTNER SERVICES · WI · income $465,418 · assets $61,368
Directly controlled by MILWAUKEE CATHOLIC HOME INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 3 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413109349300236
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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