2024-03-21T09:25:43-05:00 2023-06-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2022-07-01 421552326 WOODSIDE OAKS INC WOOD 9204991481 1040 PILGRIM WAY GREEN BAY WI 54304 REGINA PEETERS DIRECTOR OF FINANCE 9204991481 2024-03-16 1 REGINA PEETERS 999009999 1 MICHAEL J PETERSON CPA P01833529 2187224705 2024-03-08 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z REGINA PEETERS 1040 PILGRIM WAY GREEN BAY WI 54304 1850600 0 9386 X WWW.WOODSIDESENIORCOMMUNITIES.COM X 1968 WI WOODSIDE OAKS IS GEARED TOWARD COMFORTABLE INDEPENDENT HOUSING FOR INDIVIDUALS 55 AND OLDER. TENANTS ENJOY THE AMENITIES OF A COMFORTABLE APARTMENT, ALONG WITH THE FEELING OF SECURITY AND THE BENEFITS OF A CLOSE KNIT COMMUNITY.TASTEFULLY FURNISHED APARTMENTS INCLUDE: CARPETING, DRAPES, STOVE, REFRIGERATOR, AND GARBAGE DISPOSAL. CHOICES OF APARTMENT TYPES INCLUDE: STUDIO, 1 BEDROOM, 1 BEDROOM DELUXE, 2 BEDROOM, AND 2 BEDROOM DELUXE. EACH APARTMENT HAS INDIVIDUAL CONTROLS FOR HEATING. RESIDENTS MAY BRING THEIR OWN AIR CONDITIONING UNITS. THERE IS ALSO AN EXERCISE ROOM, LARGE FORMAL DINING ROOM SERVING EVENING DINNER TO THOSE WHO WOULD LIKE TO SOCIALIZE, FULL SERVICE BEAUTY/BARBER SHOP IS ALSO AVAILABLE, AIR CONDITIONED DINING ROOM, LOUNGE AREAS AND CORRIDORS AND STORAGE BINS ARE LOCATED ON THE GROUND FLOOR. 4 4 7 10 0 0 624 42 1156769 1171005 119844 87248 0 0 1277237 1258295 0 0 0 0 176723 200656 0 0 0 696106 731010 872829 931666 404408 326629 8246800 8760540 81603 167187 8165197 8593353 X TO BE THE LEADER IN DELIVERING AND ADVANCING SENIOR CARE AND/OR REHABILITATION FOR GREEN BAY AND THE SURROUNDING COMMUNITIES BY MEETING THE NEEDS OF THE WHOLE SENIOR PERSON; SOCIAL, MEDICAL, PSYCHOLOGICAL, COGNITIVE, AND SPIRITUAL, MAXIMIZING EACH INDIVIDUALS HIGHEST LEVEL OF INDEPENDENCE. 0 0 728755 0 1093597 WOODSIDE OAKS, INC. OPERATES AN APARTMENT COMPLEX (75 APARTMENTS) PROVIDING CARE FOR ELDERLY RESIDENTS. WOODSIDE OAKS IS GEARED TOWARD COMFORTABLE INDEPENDENT LIVING FOR ADULTS 55 AND OVER. TENANTS ENJOY ALL THE AMENITIES OF A COMFORTABLE APARTMENT, ALONG WITH THE FEELING OF SECURITY AND THE BENEFITS OF A CLOSE-KNIT COMMUNITY. 728755 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 2 0 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X REGINA PEETERS 9204991481 1040 PILGRIM WAY GREEN BAY WI 54304 JUDY KNEISZEL PRESIDENT 0.50 1.00 X X 0 0 0 RUFUS KUDEE VICE PRESIDENT 0.50 1.00 X X 0 0 0 PAM ANDERSON SECRETARY/TREASURER 0.50 0.50 X X 0 0 0 NORMAN SCHROEDER BOARD MEMBER 0.50 1.00 X 0 0 0 JESSICA ATKINSON EXECUTIVE DIRECTOR OF CAMPUS LIVING 2.00 38.00 X 0 136708 36706 NICOLE BOLDT DIRECTOR OF FINANCE (THRU MAY 2023) 2.00 38.00 X 0 142788 37706 0 279496 74412 0 0 1 0 OUT OF THE WOODWORK CUSTOM CARPENTRY & R 1223 GERHARDT LANE GREEN BAY WI 54313 CONSTRUCTION 111700 1 42 42 APARTMENT RENTAL REVEN 623000 1093597 1093597 OTHER OPERATING INCOME 623000 77408 77408 1171005 60512 60512 619041 592305 26736 26736 26736 1258295 1093597 0 164656 X 181957 77529 104428 1874 798 1076 6476 2759 3717 10349 4409 5940 30000 30000 156 156 10931 10931 9781 9781 125743 106177 19566 2585 2585 45945 44803 1142 37235 23083 14152 82997 82997 77 77 35 35 340815 340815 23448 23448 FOOD 19352 19352 BAD DEBT EXPENSE 1910 1910 931666 728755 202911 0 350 350 2649374 2977494 4809 4987 8231 10203 7455389 4660874 2788120 2794515 2795916 2972849 0 142 8246800 8760540 46603 31755 35000 135432 81603 167187 X 8165197 8593353 8165197 8593353 8246800 8760540 326629 101527 0 X 0 1 X 1 0 X 82070 624 42 82736 995344 1026221 1060605 1083114 1093597 5258881 78779 76621 69480 73655 77408 375943 1074123 1102842 1212155 1157393 1171047 5717560 0 183160 207990 198738 229357 250414 1069659 183160 207990 198738 229357 250414 1069659 4647901 81693 101937 63765 59719 60512 367626 81693 101937 63765 59719 60512 367626 1155816 1204779 1275920 1217112 1231559 6085186 0.76380 0.76690 0.06040 0.06210 X 19376 19376 6702994 4225519 2477475 283156 192154 91002 430161 243201 186960 19702 19702 2794515 TENANT DEPOSITS HELD IN TRUST 36500 DUE TO RELATED PARTIES 98932 135432 1350041 101527 101527 1248514 9781 9781 1258295 921885 0 921885 9781 9781 931666 0 0 0 0 0 0 0 0 0 NICOLE BOLDT DIRECTOR OF FINANCE (THRU MAY 2023) 0 128563 0 14225 0 0 0 2857 0 34849 0 180494 0 0 JESSICA ATKINSON EXECUTIVE DIRECTOR OF CAMPUS LIVING 0 123135 0 13573 0 0 0 2823 0 33883 0 173414 0 0 PART I, LINE 3 THE ORGANIZATION RELIES UPON ITS RELATED PARTY TO DETERMINE AND APPROVE COMPENSATION OF TOP EMPLOYEES. THE RELATED PARTY UTILIZES LEADING AGE DATA FOR ALL EMPLOYEE COMPENSATION APPROVES THE EXECUTIVE DIRECTOR COMPENSATION. THE FULL BOARD OF DIRECTORS' DISCRETION TO DETERMINE AND APPROVE OTHER OFFICERS AND KEY EMPLOYEE MADE BY THOSE WITHOUT CONFLICT OF INTEREST AND DOCUMENTATION IS KEPT FOR (COMPARABLE DATA). THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS APPROVES THE WAGE RANGE FOR EMPLOYEES. THE EXECUTIVE DIRECTOR HAS COMPENSATION THROUGH THE BOARD-APPROVED WAGE RANGE. THESE DECISIONS ARE ALL DECISIONS MADE. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATE MEMBERSHIP OF THE ORGANIZATION CONSISTS OF CONGREGATIONS OF THE GREEN BAY CONFERENCE OF THE EAST CENTRAL SYNOD OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. THE MEMBERSHIP OF THE ORGANIZATION MAY INCLUDE OTHER ORGANIZATIONS, HOWEVER, A MAJORITY OF THE CORPORATE MEMBERS SHALL CONSIST OF LUTHERAN CONGREGATIONS OF THE EVANGELICAL LUTHERAN CHURCH OF AMERICA, OR ITS SUCCESSOR. FORM 990, PART VI, SECTION A, LINE 7A EACH OF THE MEMBERS HAS THE ABILITY TO NOMINATE ONE OR MORE DELEGATES BASED ON THE CONGREGATION LEVELS OF EACH RESPECTIVE CHURCH. EACH DELEGATE NOMINATED HAS THE AUTHORITY TO NOMINATE ONE BOARD MEMBER. NO ONE CHURCH HAS THE ABILITY TO NOMINATE MORE THAN 50% OF THE DELEGATES. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS HAS DELEGATED THE DETAILED REVIEW OF THE FORM 990 TO MANAGEMENT. THE FORM 990 IS PRESENTED TO THE FULL BOARD OF DIRECTORS FOR REVIEW AND FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C AT LEAST ON AN ANNUAL BASIS, THE ORGANIZATIONS REQUIRE THAT A CONFLICT OF INTEREST STATEMENT BE SIGNED, WITH ALL POTENTIAL CONFLICTS LISTED AND DISCUSSED. EACH BOARD MEMBER COMPLETES THIS FORM, AND ALL POTENTIAL CONFLICTS ARE DISCUSSED DURING A BOARD MEETING. BOARD MEMBERS DECIDE THE APPROPRIATE COURSE OF ACTION FOR EACH CONFLICT. SOME CONFLICTS ARE IMMATERIAL ENOUGH TO WARRANT NO FOLLOW-UP, OTHERS ARE RESOLVED BY NOT ALLOWING THE MEMBER WITH A CONFLICT TO VOTE ON DECISIONS RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 ALL PERSONS WERE PAID FROM BAY AREA LUTHERAN HOME, INC., A RELATED ORGANIZATION THAT HAS ITS OWN POLICIES IN PLACE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G ADMIN SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 19,566. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,566. HOUSEKEEPING: PROGRAM SERVICE EXPENSES 57,652. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,652. MAINTENANCE: PROGRAM SERVICE EXPENSES 30,015. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,015. GROUNDS UPKEEP: PROGRAM SERVICE EXPENSES 16,269. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,269. GARBAGE & TRASH REMOVAL: PROGRAM SERVICE EXPENSES 2,241. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,241. BAY AREA LUTHERAN HOMES INC 1040 PILGRIM WAY GREEN BAY WI 54304 391034534 SKILLED NURSING, REHABILITATION, AND ASSISTED LIVING SERVICES WI 501(C)(3) LINE 10 N/A 0 WOODSIDE HAVEN INC 1040 PILGRIM WAY GREEN BAY WI 54304 300071529 HOUSING FOR LOW-INCOME ELDERLY, OR PHYSICALLY HANDICAPPED WI 501(C)(3) LINE 10 BAY AREA LUTHERAN HOMES INC 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0