2024-01-31T10:29:36-06:00 2023-06-30 390859910 BAKER TILLY US LLP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2022-07-01 391644598 ST CLARE MANAGEMENT INC STCL 4143855330 1545 S LAYTON BLVD MILWAUKEE WI 53215 MARGARET KIDDER EXECUTIVE DIRECTOR 4143855330 2024-01-30 1 MARGARET KIDDER XXX-XX-XXXX 0 TROY MARINE CPA P00187863 4147775500 2024-01-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARGARET KIDDER 1545 S LAYTON BLVD MILWAUKEE WI 53215 1391951 0 0928 X WWW.STCLAREMGT.ORG X 2000 WI PROVIDE MANAGEMENT SERVICES FOR SIX HUD-SUBSIDIZED HOUSING PROJECTS. 11 11 18 11 0 0 104954 0 1211547 1370486 0 0 22819 21465 1339320 1391951 0 0 0 0 902911 960210 0 0 0 311994 372565 1214905 1332775 124415 59176 646064 717080 93526 105366 552538 611714 X ST CLARE MANAGEMENT, INC. IS A HOUSING MANAGEMENT CORPORATION FOUNDED AND SPONSORED BY THE SCHOOL SISTERS OF ST. FRANCIS SINCE 1989. WE ARE COMMITTED TO PROVIDING QUALITY MANAGEMENT SERVICES TO ENSURE THE QUALITY OF LIFE, SAFETY, AND INDEPENDENCE OF UNDERSERVED, LOW INCOME PERSONS, ESPECIALLY PERSONS WITH DISABILITIES. 0 0 1282010 1370486 ST CLARE MANAGEMENT, INC. IS A SERVICE CORPORATION FOR THE PURPOSE OF PROVIDING QUALITY MANAGEMENT SERVICES IN COOPERATION WITH WHEDA AND HUD TO UNDERSERVED, LOW-INCOME PERSONS, ESPECIALLY PERSONS WITH PHYSICAL DISABILITIES. ST. CLARE MANAGEMENT MANAGES EACH BUILDING IN COMPLIANCE WITH THEIR MISSION AND VALUES STATEMENT. 1282010 1 0 0 0 0 0 0 0 0 0 1 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 1 0 0 0 1 2 0 18 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X X THE ORGANIZATION 4143855330 1545 SOUTH LAYTON BLVD MILWAUKEE WI 53215 MICHAEL HODAN CHAIR 1.00 X X 0 0 0 BRENT STORK VICE-CHAIR 1.00 X X 0 0 0 PAUL ZARLING TREASURER 1.00 X X 0 0 0 RAMONA SCHMALZ SECRETARY 1.00 X X 0 0 0 BRIENA JACOB DIRECTOR 1.00 X 0 0 0 CHERI EXPESITO DIRECTOR 1.00 X 0 0 0 MARGARET REGNER DIRECTOR 1.00 X 0 0 0 S MARY DANIEL DIRECTOR 1.00 X 0 0 0 SISTER JOANN JULKA DIRECTOR 1.00 X 0 0 0 SISTER ROSEMARY ROMBALSKI DIRECTOR 1.00 X 0 0 0 SISTER SYLVIA ANN SHELDON DIRECTOR 1.00 X 0 0 0 MARGARET KIDDER EXECUTIVE DIRECTOR (AS OF 25.00 15.00 X 94388 0 14848 94388 0 14848 0 0 0 0 0 PROJECT INCOME 623990 1370486 1370486 1370486 MISCELLANEOUS INCOME 623990 21465 21465 21465 1391951 1370486 0 21465 109236 105674 3562 740726 717991 22735 26477 25614 863 17209 16648 561 66562 64392 2170 133 133 6700 6700 2276 2276 69587 69587 2379 1413 966 161 161 1627 1627 169643 164112 5531 EQUIPMENT REPAIRS & MAI 80026 80026 PROJECT EXPENSES 29009 29009 SPONSORSHIP FEES 4638 4638 MISC. OPERATING EXPENSE 2172 1710 462 4214 1798 2416 1332775 1282010 50765 0 53829 33346 584828 676284 5578 7248 13622 13420 1829 202 646064 717080 91527 105366 1999 0 93526 105366 X 552538 611714 552538 611714 646064 717080 59176 0 X X 1 X 0 1 0 X 11288 104954 116242 912105 903690 1044617 1211547 1370486 5442445 912105 914978 1044617 1316501 1370486 5558687 0 0 0 5558687 29771 30805 30263 22819 21465 135123 941876 945783 1074880 1339320 1391951 5693810 0.97630 0.97190 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISC INCOME - PROPERTIES - 2018 AMOUNT: $ 29,771. 2019 AMOUNT: $ 30,805. 2020 AMOUNT: $ 30,263. 2021 AMOUNT: $ 22,819. 2022 AMOUNT: $ 21,465. 13622 13420 202 202 FORM 990, PART VI, SECTION A, LINE 6 CLARE TOWERS, INC., TELOS, INC., AND ST CLARE MANAGEMENT, INC. ALL HAVE A TWO-TIERED GOVERNANCE STRUCTURE WITH (CORPORATE) MEMBERS (USP TEAM & TREASURER) AND A BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A SSSF APPOINT ALL THE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE 'GOVERNANCE' DECISIONS RESERVED TO THE (CORPORATE) MEMBERS ARE LISTED IN ARTICLE II OF EACH ONE'S BYLAWS UNDER POWERS AND DUTIES OF THE (CORPORATE) MEMBERS. THE CORPORATE MEMBERS' RESPONSIBILITIES ARE TO: SAFEGUARD THE PURPOSE OF THE CORPORATION; APPOINT ALL DIRECTORS AND EXTEND TERM LIMITS; APPROVE CHANGES TO THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE CORPORATION; APPROVE THE CORPORATION'S ESTABLISHMENT OF ANOTHER CORPORATION, ENDOWMENT, FOUNDATION OR TRUST AND TO APPROVE THOSE ARTICLES AND BYLAWS; ESTABLISH GUIDELINES AND ANNUALLY APPROVE OPERATING AND CAPITAL BUDGETS OF THE CORPORATION; APPROVE THE AUDITING FIRM AND TO ACCEPT THE AUDIT; APPROVE THE PURCHASE, SALE, LEASE, TRANSFER, OR MORTGAGE OF ANY REAL PROPERTY OF THE CORPORATION; APPROVE ALL DEBT OBLIGATIONS IN EXCESS OF THE THRESHOLD ESTABLISHED; APPROVE ALL MAJOR FUND DRIVES; APPROVE THE MERGER, CONSOLIDATION OR THE DISSOLUTION OF THE CORPORATION AND TO APPROVE THE PLAN FOR SUCH DISPOSTIONS PROPOSED BY THE BOD; AND TO APPOINT AND REMOVE THE EXECUTIVE DIRECTOR AS RECOMMENDED BY THE BOD. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE WHICH IS APPOINTED BY THE BOARD OF DIRECTORS PRIOR TO THE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION DOES REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. SPECIFICALLY, EACH YEAR ALL BOARD MEMBERS ARE PROVIDED A COPY OF THE POLICY AND A STATEMENT TO COMPLETE, SIGN AND RETURN. A COMMITTEE REVIEWS THE STATEMENTS FOR ANY CONFLICTS AND ADDRESSES ANY CONFLICTS. 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 OR ON ITS WEBSITE AT WWW.STCLAREMGT.ORG. FORM 990, PART XI, LINE 2C: NO CHANGES HAVE BEEN MADE FROM THE PRIOR YEAR. TELOS INC 1545 S LAYTON BLVD MILWAUKEE WI 532151924 391276749 PROVIDE LOW INCOME HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES WI 501(C)(3) LINE 10 N/A 0 CLARE TOWERS INC 1545 S LAYTON BLVD MILWAUKEE WI 532151924 391356305 PROVIDE LOW INCOME HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES WI 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 TELOS INC Q 140760 FMV CLARE TOWERS INC Q 824716 FMV TELOS INC L 15046 FMV CLARE TOWERS INC L 89945 FMV