Totals
- Total revenue
- $13,911,823
- Total expenses
- $15,396,723
- Contributions and grants received
- $62,029
- Grants paid
- $0
- Program service revenue
- $13,849,794
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $12,624,389
- Total liabilities, end of year
- $1,137,852
- Net assets or fund balances, end of year
- $11,486,537
- Program services expenses (Part IX)
- $14,236,995
- Management and general expenses
- $1,159,728
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $14,236,995
Program services were 92.5% 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
$59,878
-
1e · Government grants (contributions)
$2,151
-
2a · Program service revenue: Patient Service Revenue
total $13,792,319 · related or exempt $13,792,319
-
2b · Program service revenue: Supporting Revenue
total $57,475 · related or exempt $57,475
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $6,265,566 · program services $5,485,068 · management and general $780,498
-
8 · Pension plan contributions
total $187,967 · program services $164,552 · management and general $23,415
-
9 · Other employee benefits
total $1,858,558 · program services $1,627,039 · management and general $231,519
-
10 · Payroll taxes
total $452,984 · program services $396,556 · management and general $56,428
-
11g · Fees: other
total $3,307,282 · program services $3,260,904 · management and general $46,378
-
13 · Office expenses
total $281,287 · program services $277,119 · management and general $4,168
-
14 · Information technology
total $110,684 · program services $110,684
-
16 · Occupancy
total $213,198 · program services $213,198
-
17 · Travel
total $36,552 · program services $36,552
-
19 · Conferences, conventions and meetings
total $27,802 · program services $23,796 · management and general $4,006
-
20 · Interest
total $11,856 · management and general $11,856
-
22 · Depreciation, depletion and amortization
total $640,840 · program services $639,380 · management and general $1,460
-
23 · Insurance
total $38,242 · program services $38,242
-
24a · Other expenses: Facility Costs
total $1,406,870 · program services $1,406,870
-
24b · Other expenses: Medical Supplies
total $538,785 · program services $538,785
-
24c · Other expenses: Meals and Catering
total $10,933 · program services $10,933
-
24e · All other expenses
total $7,317 · program services $7,317
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $38,354 · end of year $70,991
-
4 · Accounts receivable
beginning of year $939,980 · end of year $1,212,534
-
9 · Prepaid expenses and deferred charges
beginning of year $44,490 · end of year $49,504
-
10a · Land, buildings and equipment: cost or other basis
$18,401,705
-
10b · Land, buildings and equipment: accumulated depreciation
$15,091,483
-
10c · Land, buildings and equipment, net
beginning of year $3,706,228 · end of year $3,310,222
-
15 · Other assets
beginning of year $9,259,245 · end of year $7,981,138
-
17 · Accounts payable and accrued expenses
beginning of year $981,274 · end of year $746,567
-
19 · Deferred revenue
end of year $333,408
-
21 · Escrow or custodial account liability
beginning of year $35,612 · end of year $57,877
-
27 · Net assets without donor restrictions
beginning of year $12,971,411 · end of year $11,486,537
Mission and programs · 2022
Mission
To inspire, recognize, and empower the caregivers in all of us.
Activities or mission (Part I)
Extended care facility
-
Winona Senior Services, Inc. (WSS) supports and serves the healthcare needs of senior citizens living in the Winona, Minnesota, region. It includes the following services:* Lake Winona Manor, a 110-bed skilled, long-term care nursing facility* Watkins Manor, an assisted living facility with 59 units. * Adith Miller and Roger Metz Manors, memory care residences that provide a home to up to 20 dementia-affected individuals. * Winona Area Hospice Services, caring for an average of 43 residents per day with terminal illnesses(Continued on Schedule O)Additional programs that benefit the community include:Health Professional Training: WSS works closely with nurse education programs in the community to provide clinical sites for LPNs, RNs, and CNAs for assistance and training completion with our residents. Students provide supervised nursing care. We also provide practicums for the therapeutic recreation and social work students. Preventive Care: WSS participates in a number of educational opportunities for the community on topics relating to care of the aging parent, home care, Hospice and choosing independent or assistive living. Heavily involved in services aimed at returning residents to the community, WSS actively promotes health aging practices within itswalls. WSS also facilitates and participates in community-wide events, providing free education and counseling advice on senior service topics. Community Relations: WSS works with many area nonprofit organizations to support the care of the elderly and health-related activities. Many staff speak to outside civic, educational and non-profit groups, as well as actively participating in community events. WSS facilitates routine open communication with all senior service providers in the tri-county area as it seeks to share best practices and monitor the needs and trends of our community.Community Education: WSS provides community wide bereavement celebrations and education to families and loved ones dealing with the loss of life. WSS has been called to speak on topics of interested to seniors at various locations, such as the Senior Friendship Center regarding elder care and supports.WSS is committed to being a "dementia friendly" community, partnering with other non-profit organizations in the community to care for this vulnerable population. The Namaste program implemented by Lake Winona Manor in May of 2017 seeks to improve the lives of people with advanced dementia, through a spa-like experience. People with dementia are often confused or upset by the noises around them. Residents can have their hair done, nails painted, hands, feet or face massaged, feet or face soaked, while soft, calming music is played and soothing scents (aromatherapy) fill the air. The Namaste program dedicates one-on-one time with the resident while creating a calm and therapeutic environment to help the individual feel less anxious. Between 10-20 residents participate daily. Charity Care: WSS provides medical care to the community regardless of an individual's ability to pay.
Expenses $14,236,995 · Revenue $13,849,794
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Ken Mogren
Chair
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Steve Blue
Director
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Matthew Broghammer MD
Director
- Total calculated
- $741,471
- From this org
- $0
- From related orgs
- $658,129
- Other
- $83,342
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $510,843 related
- Bonus
- $0 + $124,675 related
- Other
- $0 + $22,611 related
- Deferred
- $0 + $48,662 related
- Nontaxable benefits
- $0 + $37,381 related
- Filer's total
- $0 + $744,172 related
-
E Allen Beguin MD
Director
- Total calculated
- $327,488
- From this org
- $0
- From related orgs
- $272,250
- Other
- $55,238
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $270,712 related
- Bonus
- $0 + $1,538 related
- Other
- $0
- Deferred
- $0 + $21,323 related
- Nontaxable benefits
- $0 + $33,915 related
- Filer's total
- $0 + $327,488 related
-
Hugh Miller
Director
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Toni Highum
Director
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Sandra Burke
Director
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Greg Evans
Director
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Nicholas Modjeski MD
Director
- Total calculated
- $287,173
- From this org
- $0
- From related orgs
- $240,183
- Other
- $46,990
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $237,044 related
- Bonus
- $0 + $1,538 related
- Other
- $0 + $1,601 related
- Deferred
- $0 + $18,564 related
- Nontaxable benefits
- $0 + $30,027 related
- Filer's total
- $0 + $288,774 related
-
Brian Semling
Director
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Robert Williams
Director
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
David Vaselaar
Director
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Fatima Said
Director
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Todd Paulson
Director
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Dave Gilmer
Director
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Katrina Hammel MD
Director
- Total calculated
- $416,527
- From this org
- $0
- From related orgs
- $346,918
- Other
- $69,609
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $346,137 related
- Bonus
- $0 + $781 related
- Other
- $0
- Deferred
- $0 + $32,458 related
- Nontaxable benefits
- $0 + $37,152 related
- Filer's total
- $0 + $416,528 related
-
Rachelle Heising-Schultz
President/CEO/Director
- Total calculated
- $689,480
- From this org
- $0
- From related orgs
- $616,074
- Other
- $73,406
- Hours/week
- 4 + 46 related
Schedule J breakdown matched by us
- Base
- $0 + $467,519 related
- Bonus
- $0 + $125,000 related
- Other
- $0 + $23,555 related
- Deferred
- $0 + $38,800 related
- Nontaxable benefits
- $0 + $37,307 related
- Filer's total
- $0 + $692,181 related
-
Jan Brosnahan
CFO/Treasurer (Oct-June)
- Total calculated
- $344,457
- From this org
- $0
- From related orgs
- $291,015
- Other
- $53,442
- Hours/week
- 1 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $279,300 related
- Bonus
- $0 + $10,000 related
- Other
- $0 + $1,715 related
- Deferred
- $0 + $23,223 related
- Nontaxable benefits
- $0 + $31,934 related
- Filer's total
- $0 + $346,172 related
-
Jessica Remington
CFO/Treasurer (As of July)
- Total calculated
- $164,577
- From this org
- $0
- From related orgs
- $143,074
- Other
- $21,503
- Hours/week
- 1 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $142,720 related
- Bonus
- $0
- Other
- $0 + $354 related
- Deferred
- $0 + $4,244 related
- Nontaxable benefits
- $0 + $17,258 related
- Filer's total
- $0 + $164,576 related
-
Stephanie Thesing
RN Care Coordinator
- Total calculated
- $109,563
- From this org
- $101,753
- From related orgs
- $0
- Other
- $7,810
- Hours/week
- 46
-
Jennifer Hemstock
RN
- Total calculated
- $130,330
- From this org
- $110,694
- From related orgs
- $0
- Other
- $19,636
- Hours/week
- 40
-
Katarzyna Konopko
Nurse Manager
- Total calculated
- $152,410
- From this org
- $139,281
- From related orgs
- $0
- Other
- $13,129
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $135,281
- Bonus
- $4,000
- Other
- $0
- Deferred
- $4,022
- Nontaxable benefits
- $9,858
- Filer's total
- $153,161
-
Linda Atkinson
Administrator
- Total calculated
- $155,793
- From this org
- $117,901
- From related orgs
- $0
- Other
- $37,892
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $114,582
- Bonus
- $3,000
- Other
- $319
- Deferred
- $3,552
- Nontaxable benefits
- $34,419
- Filer's total
- $155,872
-
Theresa Dillinger
Clinical Care Nurse Lead
- Total calculated
- $187,504
- From this org
- $151,282
- From related orgs
- $0
- Other
- $36,222
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $147,282
- Bonus
- $4,000
- Other
- $0
- Deferred
- $4,370
- Nontaxable benefits
- $34,408
- Filer's total
- $190,060
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
- 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 3
- The CEO is compensated by Winona Health Services, a related organization. Winona Health Services used most of the methods on Part I, Line 3 to determine the CEO's compensation.
- Part I, Line 4b
- The following individuals received employer contributions to a supplemental non-qualified retirement plan, which is available to executive, physicians, and mid-level providers as determined by the Board of Directors. It is funded by employer contributions, and employees are vested within five years. An alternative plan is available which is funded by employee contributions and not subject to forfeiture. CY2022 Matthew Broghammer, MD $19,553 Katrina Hammel, MD $5,012
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) · Health care services · MN
-
501(c)(3) · Fundraising · MN
Directly controlled by Winona Health Services
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 9 August 2024
- IRS schema version
- 2022v5.0
- Source object
- 202422259349300422
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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