2026-06-09T11:04:11-05:00 2025-07-31 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-08-01 922960344 FRANCISCAN SHORE INC FRAN 4147478500 3221 SOUTH LAKE DRIVE ST FRANCIS WI 53235 MICHAEL BANGS EXECUTIVE DIRECTOR 4147478500 2026-06-08 1 1 JESSICA NATUS P01799381 2187224705 2026-06-08 2024 2025-03-06 01:10:19Z MICHAEL BANGS 3221 SOUTH LAKE DRIVE ST FRANCIS WI 53235 3768843 0 X WWW.FRANCISCANSHORE.ORG X 2023 WI THE CORPORATION'S MISSION IS TO OPERATE A COMMUNITY THAT COMBINES THE AMENITIES OF A SELF-CONTAINED RESIDENTIAL COMPLEX FOR THE ELDERLY WITH THE CONVENIENCE OF PERSONAL SERVICES AND MEDICAL BENEFITS IN A PROTECTED CHRISTIAN ENVIRONMENT. 6 6 0 8 0 0 0 1380169 2874072 2369640 10313 9756 0 9278 2884385 3768843 0 0 0 0 0 0 0 0 0 2938745 3051720 2938745 3051720 -54360 717123 330186 1030309 42000 25000 288186 1005309 X IN THE FRANCISCAN TRADITION, FRANCISCAN SHORE STRIVES TO PROVIDE AND OFFER SUPERIOR SERVICES TO OLDER ADULTS IN ANASSISTED LIVING SETTING, CREATING A HOME-LIKE ENVIRONMENT, HONORING THEIR WISHES, MAINTAINING THEIR DIGNITY, ANDRESPECTING THEIR RIGHTS.FRANCISCAN SHORE PROMOTES A HIGH-QUALITY OF LIFE FOR ALL RESIDENTS BASED ON THE FOLLOWING VALUES:. PROVIDING HOSPITALITY AND SERVICE FOR ALL MEMBERS OF THE COMMUNITY . FOSTERING A CLIMATE OF COMPASSION, PEACE, SUPPORT, AND TRUST. RESPECTING THE VALUE OF HUMAN AND NATURAL RESOURCES.OUR SERVICE IS GUIDED BY THE FOLLOWING CONCEPTS:. ADVOCATE FOR THE UNDERSERVED AND VULNERABLE. AGING-IN-PLACE WITH GRACE. COLLABORATION. COMPASSION FOR ALL. WHOLE-PERSON/PERSON-DIRECTED SERVICE 0 0 3028968 0 2369640 PROVIDE FAITH-BASED ASSISTED LIVING AND MEMORY CARE TO RELIGIOUS ORDERS, DIOCESAN PRIESTS AND THE GENERAL PUBLIC. THE SOUTH CAMPUS IS A CERTIFIED RESIDENTIAL CARE APARTMENT COMPLEX ("RCAC") WITH THE STATE OF WISCONSIN DEPARTMENT OF HEALTH SERVICES. SINCE THE END OF THE FISCAL YEAR, THE NORTH CAMPUS WAS LICENSED AS A COMMUNITY BASED RESIDENTIAL FACILITY ("CBRF") ON FEBRUARY 19, 2026. 3028968 1 1 0 0 0 0 0 0 0 0 1 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 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X JOANN FELDEN 4147441160 3221 SOUTH LAKE DRIVE ST FRANCIS WI 53235 GARY BENNETTS CFO 1.00 20.00 X 0 79174 0 JOHN GEORGE ADMINISTRATOR 1.00 40.00 X 0 44779 0 MR DANIEL J SCHOLZ CHAIR 1.00 X X 0 0 0 MS BECKY PINTER VICE CHAIR 1.00 X X 0 0 0 MS KRISTIN JENSEN DIRECTOR 1.00 X 0 0 0 SR ROSE-MARIE KLOTZ DIRECTOR 1.00 X 0 0 0 MS ANNETTE SKAFGAARD DIRECTOR 1.00 X 0 0 0 MS NICOLE STYLES DIRECTOR 1.00 X 0 0 0 0 123953 0 0 0 0 0 0 1380169 1380169 ASSISTED LIVING RENT 532000 2369640 2369640 2369640 9756 9756 9278 9278 9278 3768843 2369640 0 19034 1992000 1969248 22752 4968 4968 4489 4489 8327 8327 1032000 1032000 2779 2779 7157 7157 3051720 3028968 22752 0 6505 7564 293631 912678 0 66536 49242 5711 30050 43531 330186 1030309 42000 25000 42000 25000 X 288186 1005309 288186 1005309 330186 1030309 717123 0 X 0 1 X 1 0 X 332982 1380169 1713151 258180 2874072 2369640 5501892 591162 2874072 3749809 7215043 0 1558489 645626 2204115 1558489 645626 2204115 5010928 27 10313 9756 20096 27 10313 9756 20096 9278 9278 591189 2884385 3768843 7244417 X SCHEDULE A, PART III, COLUMN (C) PART II, COLUMN (D), 2022 IS A SHORT YEAR (INITIAL RETURN) COVERING THE ACTIVITY OF MARCH - JULY 2023. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 49242 5711 43531 43531 FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT OF THE ORGANIZATION DELEGATED TO ST. FRANCIS CONVENT, INC. THE ORGANIZATION CONTRACTED ALL PERSONNEL AND BUSINESS SERVICES THROUGH AN EMPLOYEE LEASE AND SERVICES AGREEMENT. THE ORGANIZATION CONTRACTED ALL OTHER BUSINESS FACILITY NEEDS THROUGH A REAL ESTATE LEASE. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS ONE CLASS OF MEMBERS WHICH IS COMPRISED OF THE CANONICALLY ELECTED ADMINISTRATIVE TEAM OF THE SISTERS OF ST. FRANCIS OF ASSISI, A TAX-EXEMPT WOMEN'S RELIGIOUS ORDER OF THE ROMAN CATHOLIC CHURCH OPERATING IN THE UNITED STATES. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS MAY ELECT FROM TIME TO TIME TO ADD ONE OR MORE OTHER INDIVIDUALS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B ALL AFFAIRS OF THE ORGANIZATION SHALL BE GOVERNED BY THE BOARD OF DIRECTORS. THE LEADERSHIP TEAM MAY PROVIDE INPUT ON CERTAIN ISSUES. FORM 990, PART VI, SECTION B, LINE 11B PROCESS FOR REVIEW WILL BE AN AGENDA ITEM DURING A REGULARLY SCHEDULED MEETING WITH THE ADMINISTRATIVE TEAM (GOVERNING BODY). FORM 990, PART VI, SECTION B, LINE 12C 1) BOARD MEMBERS AND KEY EMPLOYEES 2-4) DETERMINATION OF CONFLICT - AFTER DISCLOSURE, THE RAINING DISINTERESTED BOARD OR COMMITTEE MEMBERS SHALL DETERMINE IF A CONFLICT EXISTS. RECUSAL - AN INTERESTED PARTY SHALL LEAVE THE ROOM DURING DISCUSSIONS AND VOTING ON THE MANNER AND NOT ATTEMPT TO INFLUENCE THE DECISION. THE BOARD OR COMMITTEE SHALL CONSIDER WHETHER A MORE ADVANTAGEOUS ARRANGEMENT CAN BE OBTAINED WITHOUT THE CONFLICT OF INTEREST. A TRANSACTIONS MAY BE APPROVED ONLY IF 1) IT IS IN THE BEST INTEREST OF FRANCISCAN SHORE, 2) IT IS FAIR AND REASONABLE AND 3) IT IS APPROVED BY A MAJORITY OF DISINTERESTED DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE MANAGEMENT COMPANY HAS A HUMAN RESOURCES COMMITTEE. THIS COMMITTEE IS LED BY THE HUMAN RESOURCES DIRECTOR. THE COMMITTEE'S RESPONSIBILITIES INCLUDE PREPARATION, REVIEW, BENCHMARKING AND CONSENSUS ON ALL COMPENSATION MATTERS. COMPENSATION FOR THE EXECUTIVE DIRECTOR ARE PRESENTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL. THE MANAGEMENT COMPANY HAS A HUMAN RESOURCES COMMITTEE. THIS COMMITTEE IS LED BY THE HUMAN RESOURCES DIRECTOR. THE COMMITTEE'S RESPONSIBILITIES INCLUDE PREPARATION, REVIEW, BENCHMARKING AND CONSENSUS ON ALL COMPENSATION MATTERS. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AND THEY ARE ONLY PROVIDED UPON REQUEST. SISTERS OF ST FRANCIS OF ASSISI INC 3221 SOUTH LAKE DR ST FRANCIS WI 53235 390806271 RELIGIOUS ORGANIZATION WI 501(C)(3) LINE 1 0 ST FRANCIS CONVENT 3221 SOUTH LAKE DR ST FRANCIS WI 53235 822666266 RELIGIOUS ORGANIZATION WI 501(C)(3) LINE 1 SISTERS OF ST FRANCIS OF ASSISI INC 1 CANTICLE COURT INC 3201 SOUTH LAKE DR ST FRANCIS WI 53235 391585037 LOW INCOME HOUSING WI 501(C)(3) LINE 10 SISTERS OF ST FRANCIS OF ASSISI INC 1 JUNIPER COURT INC 3209 SOUTH LAKE DR ST FRANCIS WI 53235 391743300 LOW INCOME HOUSING WI 501(C)(3) LINE 10 SISTERS OF ST FRANCIS OF ASSISI INC 1 ST ANN CENTER FOR INTERGENERATIONAL CARE 2801 E MORGAN AVENUE MILWAUKEE WI 53207 391757756 CARE CENTER WI 501(C)(3) LINE 7 SISTERS OF ST FRANCIS OF ASSISI INC 1 ST COLETTA OF WISCONSIN INC N4637 COUNTY ROAD Y JEFFERSON WI 53549 390716855 ADULT PROGRAM WI 501(C)(3) LINE 10 SISTERS OF ST FRANCIS OF ASSISI INC 1 ST COLETTA'S OF ILLINOIS 18350 CROSSING DRIVE TINLEY PARK IL 60487 362171735 DISABLED SERVICES IL 501(C)(3) LINE 2 SISTERS OF ST FRANCIS OF ASSISI INC 1 CARDINAL CUSHING CENTERS INC 405 WASHINGTON STREET HANOVER MA 02339 042104871 DISABLED SERVICES MA 501(C)(3) LINE 2 SISTERS OF ST FRANCIS OF ASSISI INC 1 ST ELIZABETHS SCHOOL 801 ARGONNE DR BALTIMORE MD 21218 520807517 CHURCH MD 501(C)(3) LINE 1 SISTERS OF ST FRANCIS OF ASSISI INC 1 CARDINAL STRITCH UNIVERSITY INC 6801 NORTH YATES RD MILWAUKEE WI 53217 390806196 PRIVATE UNIVERSITY WI 501(C)(3) LINE 2 SISTERS OF ST FRANCIS OF ASSISI INC 1 0 0 1 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 0