Totals
- Total revenue
- $3,768,843
- Total expenses
- $3,051,720
- Contributions and grants received
- $1,380,169
- Grants paid
- $0
- Program service revenue
- $2,369,640
- Investment income
- $9,756
- Other revenue
- $9,278
- Total assets, end of year
- $1,030,309
- Total liabilities, end of year
- $25,000
- Net assets or fund balances, end of year
- $1,005,309
- Program services expenses (Part IX)
- $3,028,968
- Management and general expenses
- $22,752
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $3,028,968
Program services were 99.3% 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.
-
1d · Related organizations
$1,380,169
-
2a · Program service revenue: ASSISTED LIVING RENT
total $2,369,640 · related or exempt $2,369,640
-
3 · Investment income
total $9,756 · excluded $9,756
-
11d · All other revenue
total $9,278 · excluded $9,278
-
11e · Other revenue, total
$9,278
Functional expenses
Part IX, the statement of functional expenses.
-
11a · Fees: management
total $1,992,000 · program services $1,969,248 · management and general $22,752
-
11g · Fees: other
total $4,968 · program services $4,968
-
13 · Office expenses
total $4,489 · program services $4,489
-
14 · Information technology
total $8,327 · program services $8,327
-
16 · Occupancy
total $1,032,000 · program services $1,032,000
-
22 · Depreciation, depletion and amortization
total $2,779 · program services $2,779
-
23 · Insurance
total $7,157 · program services $7,157
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $6,505 · end of year $7,564
-
2 · Savings and temporary cash investments
beginning of year $293,631 · end of year $912,678
-
4 · Accounts receivable
beginning of year $0 · end of year $66,536
-
10a · Land, buildings and equipment: cost or other basis
$49,242
-
10b · Land, buildings and equipment: accumulated depreciation
$5,711
-
10c · Land, buildings and equipment, net
beginning of year $30,050 · end of year $43,531
-
17 · Accounts payable and accrued expenses
beginning of year $42,000 · end of year $25,000
-
27 · Net assets without donor restrictions
beginning of year $288,186 · end of year $1,005,309
Mission and programs · 2024
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 . 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. SINCE THE END OF THE FISCAL YEAR, THE NORTH CAMPUS WAS LICENSED AS A COMMUNITY BASED RESIDENTIAL FACILITY ("CBRF") ON FEBRUARY 19, 2026.
Expenses $3,028,968 · Revenue $2,369,640
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Gary BennettsGARY BENNETTS
CFO
- Total calculated
- $79,174
- From this org
- $0
- From related orgs
- $79,174
- Other
- $0
- Hours/week
- 1 + 20 related
-
John GeorgeJOHN GEORGE
ADMINISTRATOR
- Total calculated
- $44,779
- From this org
- $0
- From related orgs
- $44,779
- Other
- $0
- Hours/week
- 1 + 40 related
-
Mr Daniel J ScholzMR DANIEL J SCHOLZ
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Ms Becky PinterMS BECKY PINTER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Ms Kristin JensenMS KRISTIN JENSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sr Rose-Marie KlotzSR ROSE-MARIE KLOTZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ms Annette SkafgaardMS ANNETTE SKAFGAARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ms Nicole StylesMS NICOLE STYLES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
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
-
ST COLETTA OF WISCONSIN 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) · CHURCH · MD · controlled entity
Directly controlled by SISTERS OF ST FRANCIS OF ASSISI INC
-
CARDINAL STRITCH UNIVERSITY INC
501(C)(3) · PRIVATE UNIVERSITY · WI · controlled entity
Directly controlled by SISTERS OF ST FRANCIS OF ASSISI INC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 8 June 2026
- IRS schema version
- 2024v5.5
- Source object
- 202611609349300631
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