2025-11-13T19:11:45-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2024-01-01 390806866 THE LEGACY AT ST JOSEPHS HOME LEGA 2626940080 9244 29TH AVENUE KENOSHA WI 53143 SR ANN MARIE CHEIKH CARMELITE SISTERS ASST. PROVENCIAL 2626940080 2025-11-13 1 0 KRISTEN DONLEVY P01670215 4144761880 2025-11-13 2024 2025-03-06 01:10:19Z SR ANN MARIE CHEIKH 9244 29TH AVENUE KENOSHA WI 53143 2432733 0 X HTTP://LEGACY-SJ.ORG X 1972 WI OUR MISSION IS TO OFFER AN ENRICHED LIFESTYLE TO SENIORS BY PROVIDING 5-STAR QUALITY CARE FOR THOSE LIVES ARE ENTRUSTED TO US. 3 3 79 4 0 0 505755 71643 2906245 2203167 157582 124238 63689 33685 3633271 2432733 0 0 0 0 1988180 2270820 0 0 0 1671390 820502 3659570 3091322 -26299 -658589 5725748 5253450 281624 199069 5444124 5054381 OUR MISSION IS TO OFFER AN ENRICHED LIFESTYLE TO SENIORS BY PROVIDING 5-STAR QUALITY CARE FOR THOSE LIVES ARE ENTRUSTED TO US. 0 0 2766588 2203167 THE LEGACY AT ST JOSEPHS IS A 50-BED ENHANCED ASSISTED LIVING FACILITY LOCATED IN KENOSHA, WISCONSIN. THE LEGACY OFFERS AN ENRICHED LIFESTYLE TO SENIORS BY PROVIDING 5-STAR QUALITY CARE IN ACTIVITIES OF DAILY LIVING. THE LEGACY ENRICHES RESIDENTS LIVES WITH RECREATIONAL ACTIVITIES IN A CLEAN AND CHEERFUL ENVIRONMENT TO SUPPORT COGNITIVE SKILLS AND OPPORTUNITIES FOR SOCIALIZATION. OPPORTUNITIES FOR SPIRITUAL ENHANCEMENT AND COUNSELING ARE ALSO PROVIDED. OTHER AMENITIES INCLUDE FULL-SERVICE DINING, LANDSCAPED GROUNDS AND SITTING AREAS, AND A RESIDENT DOG TO PROVIDE PET THERAPY. PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY SERVICES ARE ALSO PROVIDED TO RESIDENTS THROUGH OUTSIDE CONTRACTED SERVICES. 2766588 1 1 0 0 0 0 0 0 0 0 1 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 1 0 0 0 1 13 0 1 79 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X ADRIENNE GALLO 2629258135 9244 29TH AVENUE KENOSHA WI 53143 SR ANNE MARIE CHEIKH ASSISTANT PROVENCIAL 1.00 0.00 X X 0 0 0 SR M ANNUNCIATA AUGER PROVENCIAL 1.00 0.00 X X 0 0 0 SR GABRIELA HILKE ASSISTANT PROVENCIAL 1.00 0.00 X X 0 0 0 ASI SCHMID-DONDERO EXEUTIVE DIRECTOR 40.00 0.00 X 128831 0 0 CARRIE ANDERSON ADMINISTRATOR 40.00 0.00 X 127342 0 0 256173 0 0 2 0 0 0 0 71643 71643 CBRF OTHER LONG TERM C 623000 1725907 1725907 PRIVATE PAY 623000 423847 423847 REFUNDS/REIMBURSEMENTS 623000 47899 47899 APARTMENT/EMPLOYEE MEA 623000 3500 3500 MEDICARE/MEDICAID 623000 2014 2014 2203167 124238 124238 13000 0 13000 13000 13000 INSURANCE PROCEEDS 900099 15387 15387 BEAUTY SHOP 900099 3998 3998 ROOM MEAL DELIVERY 900099 1300 1300 20685 2432733 2203167 0 157923 1990220 1712484 277736 164766 164766 115834 115834 173 173 102000 102000 14414 14414 301706 301706 4419 4419 169774 169774 134738 134738 FEES AND LICENSES 46825 46825 ENTRANCE FEE 44047 44047 REPAIRS AND MAINTENANCE 2406 2406 3091322 2766588 324734 0 1052322 354813 23396 56148 5157881 4297569 1018289 860312 3631741 3982177 5725748 5253450 281624 120675 0 77822 0 572 281624 199069 X 5444124 5054381 5444124 5054381 5725748 5253450 -658589 268846 0 X 0 0 0 X 872953 591614 738574 505755 71643 2780539 3077667 2653508 3296513 2906245 2203167 14137100 3950620 3245122 4035087 3412000 2274810 16917639 1373415 1094831 1702559 1475907 673491 6320203 0 1373415 1094831 1702559 1475907 673491 6320203 10597436 -112952 316166 178096 221271 137238 739819 -112952 316166 178096 221271 137238 739819 20685 20685 3837668 3561288 4213183 3633271 2432733 17678143 0.59950 0.58890 0.04180 0.03340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1144850 1075668 69182 3963333 3172685 790648 49698 49216 482 860312 WAGE ASSIGNMENTS 45 STATE WITHHOLDING 527 572 FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND THE VICE PRESIDENT REVIEW THE FINAL SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C WHEN ANY PERSON REQUESTS IN WRITING, OR UPON ITS INITATIVE, THE BOARD OF DIRECTORS AT ANY TIME MAY ESTABLISH FURTHER GUIDELINES CONSISTENT WITH THE INTERESTS OF THE CORPORATION FOR THE RESOLUTION OF ANY REAL OR APPARENT CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 ADMINISTRATION AND THE EXECUTIVE DIRECTOR REVIEW AND APPROVE THE COMPARATIBILTIY DATA AND WILL UNDERTAKE, DELIBERATE, AND MAKE DESCISIONS FOR EACH KEY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CARMELITE SISTERS OF THE DIVINE HEART 1230 KAVANAUGH PL WAUWATOSA WI 53213 396048667 RELIGIOUS CARE ORGANIZATION WI 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 CARMELITE SISTERS OF THE DIVINE HEART K 180000 RENT PAID