2025-04-24T09:08:21-05:00 2024-06-30 420714325 RSM US LLP 30 SOUTH WACKER DR SUITE 3300 CHICAGO IL 606063392 990 2023-07-01 200703369 CEDAR CREST FOUNDATION CEDA 6087560344 1702 SOUTH RIVER ROAD JANESVILLE WI 53546 DAVID TANCK PRESIDENT/CEO 6087560344 2025-04-23 1 1 REBEKUH ELEY P01247672 3126343400 2025-04-23 2023 2025-03-06 01:10:19Z DAVID TANCK 1702 SOUTH RIVER ROAD JANESVILLE WI 53546 256369 0 X CEDARCRESTLIFE.COM X 2003 WI CEDAR CREST FOUNDATION'S MISSION IS TO RAISE FUNDS THROUGH CHARITABLE CONTRIBUTIONS AND OTHER SOURCES. 14 14 0 0 0 0 41400 256369 0 0 0 0 0 0 41400 256369 0 0 0 0 0 0 0 0 315 222 315 222 315 41178 256054 533169 785411 9459 5647 523710 779764 THE MISSION OF THE CEDAR CREST FOUNDATION IS TO RAISE FUNDS THROUGH CHARITABLE CONTRIBUTIONS AND OTHER SOURCES WHICH WILL ENHANCE AND SUPPORT THE MISSION OF CEDAR CREST. 0 0 BENEVOLENT CARE: TO PROVIDE FINANCIAL ASSISTANCE TO CEDAR CREST RESIDENTS WHO HAVE LIMITED FINANCIAL RESOURCES, OR HAVE EXHAUSTED THEIR PERSONAL FINANCIAL RESOURCES. CAPITAL EXPENDITURE AND EQUIPMENT: TO IMPROVE AND EXPAND THE PHYSICAL SURROUNDING OF CEDAR CREST, AND TO PROVIDE FOR NECESSARY EQUIPMENT TO ENHANCE THE QUALITY OF LIFE FOR CEDAR CREST RESIDENTS. ENDOWMENT FUND: TO BUILD AND SUSTAIN A PERPETUAL FUND, THAT PROVIDES A PREDICTABLE STREAM OF FUNDING TO SUPPORT BENEVOLENT CARE. 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 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 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X DAVID TANCK 6087560344 1702 SOUTH RIVER ROAD JANESVILLE WI 53546 JOHN BECKORD DIRECTOR 0.00 1.00 X 0 0 0 DR WILLIAM CLANFIELD DIRECTOR 0.00 1.00 X 0 0 0 SARA CULLEN DIRECTOR 0.00 1.00 X 0 0 0 LYNN GARDINIER DIRECTOR 0.00 1.00 X 0 0 0 BARBARA GREDLER DIRECTOR 0.00 1.00 X 0 0 0 CAROL HATCH DIRECTOR 0.00 1.00 X 0 0 0 GERALD KELM DIRECTOR 0.00 1.00 X 0 0 0 THOMAS LASSE DIRECTOR 0.00 1.00 X 0 0 0 MARK LORENZ DIRECTOR 0.00 1.00 X 0 0 0 DIANE PILLARD DIRECTOR 0.00 1.00 X 0 0 0 REV STEVE SCOTT DIRECTOR 0.00 1.00 X 0 0 0 SARAH SWANTEK DIRECTOR 0.00 1.00 X 0 0 0 JEN DEGARMO DIRECTOR/CHAIR 0.00 1.00 X X 0 0 0 TARI MILLER DIRECTOR/PAST CHAIR/TREASURER/SECY 0.00 1.00 X X 0 0 0 DAVID TANCK PRESIDENT/CEO 1.00 39.00 X 0 231616 42325 MEREDITH AARUD VICE PRESIDENT OF CLINICAL SERVICES 1.00 39.00 X 0 127735 27577 CHRISTOPHER MULAE VICE PRESIDENT/CFO 1.00 39.00 X 0 129223 14235 0 488574 84137 0 0 1 0 0 256369 256369 256369 0 0 0 25 25 MISCELLANEOUS 290 290 315 0 0 315 403514 655756 129655 129655 533169 785411 9459 5647 9459 5647 X 394055 650109 129655 129655 523710 779764 533169 785411 256054 0 X 0 1 X 1 0 X X 1 CEDAR CREST INC 391025444 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 129655 129655 129655 129655 129655 129655 129655 129655 129655 129655 1.00000 1 0 0 DUE TO CCI 5647 5647 X PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO INTENDED SERVICES AND PROGRAMS. THE PRINCIPAL OF THE FUND IS HELD IN PERPETUITY. THE INCOME, AS SPECIFIED BY THE DONOR, SHOULD BE USED FOR PURPOSES OF BENEVOLENT CARE FOR RESIDENTS. PART X, LINE 2: THE CORPORATION IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). ACCORDINGLY, THERE IS NO PROVISION FOR FEDERAL OR STATE INCOME TAXES. THE CORPORATION FILES FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) ANNUALLY. WHEN THIS RETURN IS FILED, IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD ULTIMATELY BE SUSTAINED. EXAMPLES OF TAX POSITIONS COMMON TO HEALTH CARE ORGANIZATIONS INCLUDE SUCH MATTERS AS THE FOLLOWING: THE TAX-EXEMPT STATUS OF EACH ENTITY, THE CONTINUED TAX-EXEMPT STATUS OF BONDS ISSUED AND VARIOUS POSITIONS RELATIVE TO POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). UBIT IS REPORTED ON FORM 990T, AS APPROPRIATE. THE BENEFIT OF A TAX POSITION IS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS IN THE PERIOD DURING WHICH, BASED ON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES THAT IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGATION PROCESSES, IF ANY. TAX POSITIONS ARE NOT OFFSET OR AGGREGATED WITH OTHER POSITIONS. TAX POSITIONS THAT MEET THE "MORE LIKELY THAN NOT" RECOGNITION THRESHOLD ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50 PERCENT LIKELY TO BE REALIZED ON SETTLEMENT WITH THE APPLICABLE TAXING AUTHORITY. THE PORTION OF THE BENEFITS ASSOCIATED WITH TAX POSITIONS TAKEN THAT EXCEEDS THE AMOUNT MEASURED AS DESCRIBED ABOVE IS REFLECTED AS A LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE ACCOMPANYING CONSOLIDATED BALANCE SHEET ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. FORM 990 FILED BY THE CORPORATION IS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS) UP TO THREE YEARS FROM THE EXTENDED DUE DATE OF EACH RETURN. 0 0 0 0 0 0 0 0 0 DAVID TANCK PRESIDENT/CEO 0 231616 0 0 0 0 0 6948 0 35377 0 273941 0 0 MEREDITH AARUD VICE PRESIDENT OF CLINICAL SERVICES 0 127735 0 0 0 0 0 3832 0 23745 0 155312 0 0 PART I, LINE 3 EACH YEAR, CEDAR CREST'S EXECUTIVE COMMITTEE GATHERS MARKET DATA FOR DETERMINING COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. THIS INCLUDES, BUT IS NOT LIMITED TO, BENCHMARKS OF COMPENSATION FOR SIMILAR ORGANIZATIONS, PROVIDED FROM INDEPENDENT SOURCES. BASED ON THIS INFORMATION AND THE RESULTS OF THE PERFORMANCE EVALUATION, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SETS AND APPROVES THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER FOR THE YEAR AND DOCUMENTS THEIR APPROVAL. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE FOUNDATION IS CEDAR CREST, INC. A WISCONSIN NONSTOCK, NOT-FOR-PROFIT CORPORATION ACTING THROUGH ITS BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A CEDAR CREST, INC. IS THE SOLE MEMBER OF THE CEDAR CREST FOUNDATION AND MAY ELECT THREE MEMBERS OF ITS BOARD TO SERVE ON THE FOUNDATION BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS MADE AVAILABLE TO THE BOARD PRIOR TO FILING, AND REVIEWED IN DETAIL WITH THE AUDIT COMMITTEE AND BOARD SUBSEQUENT TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH EACH NEW BOARD MEMBER AND THE NEW BOARD MEMBER SIGNS A CONFLICT OF INTEREST STATEMENT BEFORE ATTENDING THE FIRST BOARD MEETING. ANNUALLY THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH ALL BOARD MEMBERS AND MANAGERS AND AN UPDATED CONFLICT OF INTEREST STATEMENT IS REQUIRED TO BE COMPLETED BY ALL BOARD MEMBERS AND MANAGERS. THE CONFLICT OF INTEREST STATEMENTS ARE SUMMARIZED AND REVIEWED BY THE GOVERNANCE COMMITTEE AND ANY CONFLICTS ARE REPORTED TO THE BOARD OF DIRECTORS BY THE GOVERNANCE COMMITTEE. IF A CONFLICT OF INTEREST IS DISCOVERED THAT WAS NOT DISCLOSED ON THE CONFLICT OF INTEREST STATEMENT, THE ISSUE IS DIRECTED TO THE GOVERNANCE COMMITTEE FOR RESOLUTION. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO IRC SECTION 6104(D). THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC ON RECEIPT OF A WRITTEN REQUEST. CEDAR CREST INC 1702 SOUTH RIVER ROAD JANESVILLE WI 53546 391025444 CONTINUING CARE RETIREMENT COMMUNITY WI 501(C)(3) LINE 10 N/A 0 PERPETUAL TRUST (1) CHARITABLE TRUST WI CEDAR CREST INC T 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1