2024-05-09T15:49:02-07:00 2023-12-31 990 2023-01-01 391167483 CONGREGATIONAL HOME INC CONG 2627035577 13900 W BURLEIGH ROAD BROOKFIELD WI 53005 Patricia Servais CFO 2627035577 2024-05-09 Patricia Servais 999009999 1 1 11 0 AAL2 2023 2023-04-26 12:10:37Z KRISTINE SPRTEL 13900 W BURLEIGH ROAD BROOKFIELD WI 53005 17951011 0 X CONGREGATIONALHOME.ORG X 1968 WI CONGREGATIONAL HOME'S MISSION IS AN EXTENSION OF THE MISSION OF FIRST CONGREGATIONAL CHURCH- WAUWATOSA, WI, WHOSE MISSION IS TO MAINTAIN A CARING ENVIRONMENT FOR THE ELDERLY OFFERING HEALTHCARE AND OTHER SERVICES. CONGREGATIONAL HOME DECLARES IT IMPORTANT TO RESPECT AND HONOR THE DIGNITY OF EACH INDIVIDUAL RESIDENT, TO MAINTAIN SUPERIOR QUALITY FACILITIES AND PROGRAMMING,TO CONSIDER SERVICES THAT CAN BE DELIVERED INTO THE COMMUNITY, AND TO MAINTAIN FINANCIAL STRENGTH AND STABILITY. 14 14 494 12 0 0 186584 25925 14331542 16433522 -2340894 1491564 0 0 12177232 17951011 0 0 0 0 9602294 10429266 0 0 0 4922709 5528851 14525003 15958117 -2347771 1992894 33023504 34391260 6765365 6140227 26258139 28251033 CONGREGATIONAL HOME'S MISSION IS AN EXTENSION OF THE MISSION OF FIRST CONGREGATIONAL CHURCH -WAUKESHA, WHOSE MISSION IS TO MAINTAIN A CARING COMMUNITY FOR THE ELDERLY OFFERING HEALTHCARE AND OTHER SERVICES. CONGREGATIONAL HOME DECLARES THAT IT IS IMPORTANT TO RESPECT AND HONOR THE DIGNITY OF EACH INDIVIDUAL RESIDENT, TO MAINTAIN SUPERIOR QUALITY FACILITIES AND PROGRAMMING, TO CONSIDER SERVICES THAT CAN BE DELIVERED IN THE COMMUNITY, AND TO MAINTAIN FINANCIAL STRENGTH AND STABILITY. 0 0 14168590 0 16194070 THE ORGANIZATION MAINTAINS A CARING COMMUNITY FOR ELDERLY PEOPLE, OFFERING HOUSING, ELDER CARE AND QUALITY OF LIFE SERVICES. 0 0 0 14168590 1 1 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 0 1 0 0 0 1 29 0 1 494 1 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 WI X X PATRICIA SERVAIS 2627035577 13900 W BURLEIGH ROAD BROOKFIELD WI 53005 KRISTINE SPRTEL PRESIDENT / CEO 40 0 X X X 220496 0 0 ANMARIE KEHOSS DIRECTOR OF NURSING 40 0 X 110090 0 0 PATTY SERVAIS DIRECTOR OF FINANCE/CFO 40 0 X 83059 0 0 JOHN GRIFFITH CHAIRMAN 2.00 0 X X 0 0 0 DR PETER HENRY BOARD MEMBER 0.5 0 X 0 0 0 DR NATHAN SCHLOEMER BOARD MEMBER 0.5 0 X 0 0 0 MERRILL YORK VICE CHAIR 1.00 0 X X 0 0 0 BILL CUMMINGS BOARD MEMBER 0.5 0 X 0 0 0 LISA MAUER BOARD MEMBER 0.5 0 X 0 0 0 BUTCH BOYD BOARD MEMBER 0.5 0 X 0 0 0 TOM STOCK BOARD MEMBER 0.5 0 X 0 0 0 KEITH HARMON BOARD MEMBER 0.5 0 X 0 0 0 STEVE RUSS BOARD MEMBER 0.5 0 X 0 0 0 BARBARA WELLS BOARD MEMBER 0.5 0 X 0 0 0 HANK COLLIS BOARD MEMBER 0.5 0 X 0 0 0 EILEEN MESSNICK BOARD MEMBER 0.5 0 X 0 0 0 EUGENE GUSZKOWSKI BOARD MEMBER 0.5 0 X 0 0 0 413645 0 0 2 0 1 0 GREENFIELD REHAB AGENCY 3360 GATEWAY ROAD SUITE 100 BROOKFIELD WI 53045 THERAPY SERVICES 875588 THRIFTY WHITE PHARMACY PO BOX 41910 PLYMOUTH MN 55442 PHARMACY PROVIDER 221514 2 0 0 0 0 0 25925 0 25925 NET RESIDENTIAL AND SKILLED CARE 623312 16194070 16194070 0 0 239452 239452 0 0 16433522 1491564 1491564 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 17951011 17925086 0 0 0 0 0 0 0 0 0 0 354892 0 354892 0 0 0 0 0 8449738 7803284 646454 0 80207 77995 2212 0 901253 820538 80715 0 643176 559563 83613 0 0 0 0 0 8127 0 8127 0 25110 0 25110 0 0 0 0 0 0 0 52767 0 52767 0 111859 102898 8961 0 75671 0 75671 0 172731 12745 159986 0 0 0 0 0 0 0 0 0 904520 842507 62013 0 0 0 0 0 0 0 0 0 12994 10570 2424 0 268214 254803 13411 0 0 0 0 0 1320529 1254502 66027 0 133211 113229 19982 0 MEDICAL SUPPLIES 1256761 1256761 0 0 FOOD AND KITCHEN SUPPLIES 532443 532443 0 0 SUPPLIES 451233 419532 31701 0 DUES AND SUBSCRIPTIONS 134640 46866 87774 0 68041 60354 7687 0 15958117 14168590 1789527 0 2211220 2408266 538416 941561 0 0 792518 768660 0 0 0 0 8351 4906 54182 68928 135031 135404 33202775 16610027 16926641 16592748 12357145 13470787 0 0 0 0 0 0 0 0 33023504 34391260 754186 794006 5050000 4450000 0 0 0 0 0 0 0 0 603452 600000 0 0 357727 296221 6765365 6140227 X 22907762 24515215 3350377 3735818 26258139 28251033 33023504 34391260 1992894 X 0 1 X 1 0 X 45448 74214 60207 186584 25925 392378 13114632 12861196 13579047 14331542 16433522 70319939 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 13160080 12935410 13639254 14518126 16459447 70712317 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 70712317 1633252 1406675 1001086 -2340894 1491564 3191683 0 0 0 0 0 0 1633252 1406675 1001086 -2340894 1491564 3191683 0 0 0 0 0 0 0 0 0 0 0 0 14793332 14342085 14640340 12177232 17951011 73904000 0.95681 0.97187 0.04319 0.02813 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1238874 1238874 0 9074746 6639693 2435053 0 17549444 6526581 11022863 0 4037003 2616918 1420085 0 1302708 826835 475873 16592748 0 REFUNDABLE ENTRANCE FEES 243312 CONTRACT LIABILITIES 52909 296221 17951011 0 0 0 0 0 17951011 0 0 0 17951011 15958117 0 0 0 0 0 15958117 0 0 0 15958117 X 0 0 0 1 0 1 0 0 0 KRISTINE SPRTEL PRESIDENT / CEO 191447 0 25000 0 0 0 0 0 4049 0 220496 0 0 0 ANMARIE KEHOSS DIRECTOR OF NURSING 104704 0 2072 0 0 0 0 0 3314 0 110090 0 0 0 Schedule J, Part I, Line 5 THE PERCENTAGE OF REVENUE OVER BUDGET WAS ONE OF SEVERAL CALCULATIONS THAT WERE MADE BY THE EXECUTIVE COMMITTEE WHEN DETERMINING THE 2023 PERFORMANCE BONUS PAID TO THE PRESIDENT/CEO. BONUS WAS PAID OUT IN JANUARY 2024. Schedule J, Part I, Line 6 THE PERCENTAGE OF NET EARNINGS OVER BUDGET WAS ONE OF SEVERAL CALCULATIONS THAT WERE MADE BY THE EXECUTIVE COMMITTEE WHEN DETERMINING THE 2023 BONUS PAID TO THE PRESIDENT/CEO IN JANUARY 2024. Form 990, Part VI, Section B, Line 11b NO REVIEW WAS CONDUCTED. BOARD MEMBERS ARE ADVISED THAT THE 990 HAS BEEN FILED AND THEY ARE WELCOME TO RECEIVE A COPY OF THE DOCUMENT UPON REQUEST. Form 990, Part VI, Section B, Line 12c THE BOARD'S CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED BY THE BOARD ITSELF. IF THE BOARD HAS A REASONABLE SUSPICION THAT A MEMEBER HAS FAILED TO DISCLOSE EITHER AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, OR ALL MATERIAL FACTS SURROUNDING THE ACTUAL OR POTENTIAL CONFLICT HAVE NOT BEEN PROVIDED, THEN THE DIRECTOR WILL BE GIVEN AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. AFTER HEARING THE RESPONSE, THE BOARD WILL CONDUCT FURTHER INVESTIGATION IF THE DETERMINIATION THAT THE DISCLOSURE REQUIREMENTS WERE NOT MET. THE BOARD SHALL TAKE DISCIPLINARY ACTIONS, INCLUDING CORRECTIVE ACTIONS OR REMOVAL FROM THE BOARD. Form 990, Part VI, Section B, Line 15 THE EXECUTIVE COMMITTEE OF THE BOARD ESTABLISHES THE ANNUAL WAGE OF THE CEO/PRESIDENT. Form 990, Part VI, Section C, Line 19 COPIES OF THE AUDITED FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND IRS FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST.