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Nonprofiteer
← VILLA ROSA INC

Form 990 for tax year 2024

Filed by VILLA ROSA INC.

Totals

Total revenue
$992,932
Total expenses
$1,096,903
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$992,932
Investment income
$0
Other revenue
$0
Total assets, end of year
$2,413,093
Total liabilities, end of year
$1,327,512
Net assets or fund balances, end of year
$1,085,581
Program services expenses (Part IX)
$885,931
Management and general expenses
$210,972
Fundraising expenses
$0
Program service expenses (Part III)
$885,931

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.

  • 2a · Program service revenue: NET PATIENT SERVICE RE

    total $926,685 · related or exempt $926,685

  • 2f · All other program service revenue

    total $66,247 · related or exempt $66,247

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $506,679 · program services $424,289 · management and general $82,390

  • 8 · Pension plan contributions

    total $22,539 · program services $18,874 · management and general $3,665

  • 9 · Other employee benefits

    total $101,229 · program services $84,768 · management and general $16,461

  • 10 · Payroll taxes

    total $37,503 · program services $31,405 · management and general $6,098

  • 11a · Fees: management

    total $64,793 · management and general $64,793

  • 11g · Fees: other

    total $75,668 · program services $67,566 · management and general $8,102

  • 12 · Advertising and promotion

    total $1,720 · program services $570 · management and general $1,150

  • 13 · Office expenses

    total $76,676 · program services $75,839 · management and general $837

  • 14 · Information technology

    total $2,186 · program services $2,186

  • 16 · Occupancy

    total $76,969 · program services $76,824 · management and general $145

  • 17 · Travel

    total $440 · program services $72 · management and general $368

  • 21 · Payments to affiliates

    total $19,958 · program services $19,482 · management and general $476

  • 22 · Depreciation, depletion and amortization

    total $74,819 · program services $72,665 · management and general $2,154

  • 23 · Insurance

    total $24,715 · program services $1,211 · management and general $23,504

  • 24a · Other expenses: LICENSES/DUES/SUBSCRIPT

    total $9,302 · program services $8,932 · management and general $370

  • 24b · Other expenses: MEDICAL SUPPLIES & EQUI

    total $1,707 · program services $1,248 · management and general $459

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    beginning of year $283,277 · end of year $135,891

  • 8 · Inventories for sale or use

    beginning of year $10,629 · end of year $10,053

  • 10a · Land, buildings and equipment: cost or other basis

    $3,088,131

  • 10b · Land, buildings and equipment: accumulated depreciation

    $820,982

  • 10c · Land, buildings and equipment, net

    beginning of year $1,002,145 · end of year $2,267,149

  • 17 · Accounts payable and accrued expenses

    beginning of year $74,233 · end of year $141,128

  • 19 · Deferred revenue

    beginning of year $16,000 · end of year $13,000

  • 25 · Other liabilities

    beginning of year $0 · end of year $1,173,384

  • 27 · Net assets without donor restrictions

    beginning of year $1,205,818 · end of year $1,085,581

Mission and programs · 2024

Mission

TO PROVIDE ASSISTED LIVING SERVICES TO RESIDENTS WHO ARE GENERALLY ELDERLY.

  • THE ORGANIZATION OPERATES AN ASSISTED LIVING FACILITY THAT PROVIDES HEALTH CARE SERVICES TO THE COMMUNITY.

    Expenses $885,931 · Revenue $992,932

As filed on the 2024 return.

Listed in Part VII

  • Denise Gloede

    DIRECTOR, PRESIDENT-POST ACUTE

    Total calculated
    $1,070,389
    From this org
    $0
    From related orgs
    $443,308
    Other
    $627,081
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $335,268 related
    Bonus
    $0 + $104,719 related
    Other
    $0 + $3,321 related
    Deferred
    $0 + $31,765 related
    Nontaxable benefits
    $0 + $595,316 related
    Filer's total
    $0 + $1,070,389 related

  • Steven Smoot

    VICE PRESIDENT, COO AT SSM HEALTH

    Total calculated
    $5,893,589
    From this org
    $0
    From related orgs
    $2,364,935
    Other
    $3,528,654
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,305,272 related
    Bonus
    $0 + $895,103 related
    Other
    $0 + $164,560 related
    Deferred
    $0 + $44,021 related
    Nontaxable benefits
    $0 + $3,484,633 related
    Filer's total
    $0 + $5,893,589 related

  • Kevin Smith

    TREASURER, CFO AT SSM HEALTH

    Total calculated
    $2,768,709
    From this org
    $0
    From related orgs
    $1,050,477
    Other
    $1,718,232
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,034,519 related
    Bonus
    $0
    Other
    $0 + $15,958 related
    Deferred
    $0 + $40,674 related
    Nontaxable benefits
    $0 + $1,677,558 related
    Filer's total
    $0 + $2,768,709 related

  • Douglas Long

    SECRETARY, CLO AT SSM HEALTH

    Total calculated
    $3,899,295
    From this org
    $0
    From related orgs
    $1,587,150
    Other
    $2,312,145
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $813,979 related
    Bonus
    $0 + $583,198 related
    Other
    $0 + $189,973 related
    Deferred
    $0 + $24,224 related
    Nontaxable benefits
    $0 + $2,287,921 related
    Filer's total
    $0 + $3,899,295 related

  • Randall Combs

    FORMER OFFICER

    Total calculated
    $2,953,173
    From this org
    $0
    From related orgs
    $1,454,021
    Other
    $1,499,152
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $323,766 related
    Bonus
    $0 + $923,306 related
    Other
    $0 + $206,949 related
    Deferred
    $0 + $15,625 related
    Nontaxable benefits
    $0 + $1,483,527 related
    Filer's total
    $0 + $2,953,173 related

  • Chris Thornock

    FORMER OFFICER

    Total calculated
    $1,631,004
    From this org
    $0
    From related orgs
    $687,041
    Other
    $943,963
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $496,678 related
    Bonus
    $0 + $163,799 related
    Other
    $0 + $26,564 related
    Deferred
    $0 + $37,125 related
    Nontaxable benefits
    $0 + $906,838 related
    Filer's total
    $0 + $1,631,004 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

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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
SEVERAL INDIVIDUALS LISTED ON PART VII, SECTION A, RECEIVED TAX INDEMNIFICATION/GROSS UP PAYMENTS IN 2024, WHICH WERE INCLUDED IN THEIR TAXABLE COMPENSATION.
PART I, LINE 3
THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL (PRESIDENT-POST ACUTE) IS COMPENSATED BY A RELATED ORGANIZATION THAT UTILIZED THE FOLLOWING TO DETERMINE COMPENSATION: (1) INDEPENDENT COMPENSATION CONSUL TANT; (2) COMPENSATION SURVEY OR STUDY; (3) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINE 4B
PENSION RESTORATION PLAN: SSM HEALTH (SSMH) PROVIDES THIS SUPPLEMENTAL DEFINED BENEFIT NONQUALIFIED RETIREMENT PLAN TO ANY EMPLOYEE WHO IS A PARTICIPANT IN THE SSMH QUALIFIED DEFINED BENEFIT PLAN WHO EARNS OVER THE INTERNAL REVENUE SERVICE COMPENSATION LIMIT. THE PLAN "RESTORES" THE BENEFITS TO THESE EMPLOYEES THAT WOULD HAVE BEEN PROVIDED UNDER THE SSMH QUALIFIED PLAN IF THE REGULATIONS DID NOT IMPOSE COMPENSATION LIMITS. AN INDIVIDUAL CAN TAKE A DISTRIBUTION FROM THE PLAN AT (1) AGE 65 OR OLDER IF THE INDIVIDUAL IS STILL EMPLOYED BY SSMH OR (2) AGE 55 OR OLDER IF THE INDIVIDUAL IS NO LONGER EMPLOYED BY SSMH. NO INDIVIDUALS LISTED ON PART VII OF FORM 990 RECEIVED DISTRIBUTIONS FROM THE PLAN IN 2024. CAPITAL ACCUMULATION PLAN: SSMH PROVIDES THIS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TO EXECUTIVE LEVEL EMPLOYEES. THE ORGANIZATION CONTRIBUTED A PERCENTAGE OF THE EMPLOYEE'S BASE SALARY INTO THEIR CHOICE OF A SELECT LIST OF INVESTMENTS. THE DEPOSITS AND EARNINGS OF THE PLAN ARE OWNED BY SSMH AND ARE TAX-DEFERRED UNTIL A DISTRIBUTION IS MADE TO THE EMPLOYEE. IN ADDITION, THE PLAN HAS SPECIAL SAFEGUARDS IN PLACE TO PROTECT THE FUNDS FROM CONTINGENCIES, OTHER THAN INSOLVENCY. FOR CONTRIBUTIONS MADE TO THE PLAN IN 2014 OR AFTER, THE DISTRIBUTION WILL OCCUR AFTER THE COMPLETION OF FOUR PLAN YEARS FOR ALL EXECUTIVES THAT ARE STILL ACTIVELY EMPLOYED ON THE DISTRIBUTION DATE. ANY ACTIVE PARTICIPANT 65 YEARS OR OLDER WILL RECEIVE THE CONTRIBUTION IN THE CURRENT YEAR. THE FOLLOWING INDIVIDUAL LISTED ON PART VII OF THE FORM 990 RECEIVED DISTRIBUTIONS FROM THIS PLAN IN 2024. ALL DISTRIBUTIONS RECEIVED FROM THE PLAN IN THE CURRENT YEAR WERE INCLUDED IN THE INDIVIDUAL'S TAXABLE COMPENSATION. STEVE SMOOT $159,608 CHRIS THORNOCK - $21,693

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.

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.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • SSM ST JOSEPH ENDOSCOPY CENTER LLC

    SURGERY SERVICES · MO · general or managing partner

  • ST LOUIS HEALTHCARE SUPPORT SERVICES LLC

    LAUNDRY SERVICES · MO · general or managing partner

  • 1110 N CLASSEN BLVD LLC

    MOB · OK · general or managing partner

  • MT VERNON RADIATION THERAPY CENTER LLC

    RADIATION THERAPY · IL · general or managing partner

  • CHOWSMGSI OFFICE BUILDING LLC

    MOB · IL

  • OZA CANCER CENTER LLC

    MOB · IL

  • WINGRA BUILDING GROUP

    MOB · WI

  • JANESVILLE RIVERVIEW CLINIC BUILDING PARTNERSHIP

    MOB · WI

  • DEAN CLINIC & ST MARY'S HOSPITAL ACCOUNTABLE CARE ORGANIZATION LLC

    ACCOUNTABLE CARE ORGANIZATION · WI

  • WISCONSIN INTEGRATED INFORMATION TECHNOLOGY AND TELEMEDICINE SYSTEMS LLC

    INFORMATION TECHNOLOGY SERVICES · WI

  • ST CLARE IMAGING SERVICES LLC

    DIAG. SERVICES · WI · general or managing partner

  • NAVITUS HEALTH SOLUTIONS LLC

    PHARMACY BENEFIT MANAGEMENT · WI

  • EPIPHANY RX LLC

    PHARMACY BENEFIT MANAGEMENT · DE

  • RXPRECHECK LL

    PHARMACY BENEFIT MANAGEMENT · TN

  • ARCHIMEDES LLC

    PHARMACY BENEFIT MANAGEMENT · TN

  • M&C REALTY LLC

    MOB · MO · general or managing partner

  • BLOOM TREE LONG-ONLY FUND QP LP FKA BLOOM TREE PONDEROSA FUNDS QP LP

    INVESTMENTS · DE

  • NECICF II AIV2-B LP

    INVESTMENTS · DE

  • BISON CAPITAL PARTNERS VI-A LP

    INVESTMENTS · DE

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • SSMHC INSURANCE COMPANY

    C · INSURANCE · CJ

  • OMNINHEALTH HOLDINGS

    C · HEALTH CARE CONSULTING · DE

  • SSM MANAGED CARE ORGANIZATION LLC

    C · HEALTH PROMOTION · MO

  • ST MARY'S HOSPITAL CAMPUS CONDOMINIUM OWNERS ASSOCIATION INC

    C · CONDO ASSOCIATION · WI

  • PHYSICIANS SERVICES CORP OF SOUTHERN ILLINOIS INC

    C · HEALTH CARE · IL

  • FPP INC & SUBS

    C · HEALTH CARE · MO

  • SSM MEDICAL GROUP INC

    C · PHYSICIAN OFFICES · MO

  • SSM HEALTH PHARMACY LLC

    C · PHARMACY · MO

  • SSMHC LIABILITY TRUST II

    C · INSURANCE · MO

  • HEALTHFIRST PHYSICIAN MANAGEMENT SERVICES

    C · MEDICAL SERVICES · OK

  • DIVERSIFIED HEALTH SERVICES CORP

    C · MEDICAL EQUIPMENT · MO

  • SSM PROPERTIES INC

    C · PROPERTY SERVICES · MO

  • DEAN HEALTH SYSTEMS INC

    C · PHYSICIAN OFFICES · WI

  • DEAN RETAIL SERVICES INC

    C · PROPERTY SERVICES · WI

  • NAVITUS HOLDINGS LLC

    C · PHARMACY · WI

  • SSM HEALTH JANESVILLE CAMPUS CONDOMINIUM ASSOCIATION INC

    C · CONDO ASSOCIATION · WI

  • QUALITY DRUG CORPORATION

    C · PHARMACY BENEFITS · CA

  • PARTNERS GROUP PMC PRIVATE CREDIT LP

    C · INVESTMENT · CJ

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202513219349326566

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