2026-07-28T10:03:15-05:00 2025-09-30 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2024-10-01 411936536 Winona Senior Services Inc WINO 5074543650 855 Mankato Avenue Winona MN 55987 Jessica Remington CFO 5074543650 2026-07-27 1 1 Kim Hunwardsen CPA P00484560 6122536500 2026-07-22 2024 2025-03-06 01:10:19Z Rachelle Heising-Schultz 855 Mankato Avenue Winona MN 55987 15592608 0 X www.winonahealth.org X 1999 MN Extended care facility 16 11 234 18 0 0 398106 604412 13670803 14984906 3026 -3314 0 0 14071935 15586004 0 0 0 0 8081106 8156237 0 0 0 6279287 6146009 14360393 14302246 -288458 1283758 12470570 13262614 1272491 780777 11198079 12481837 X To inspire, recognize, and empower the caregivers in all of us. 0 0 12949606 14984906 Winona Senior Services, Inc. (WSS) supports and serves the healthcare needs of senior citizens living in the Winona, Minnesota, region. It includes the following services:* Lake Winona Manor, a 80-bed skilled, long-term care nursing facility* Watkins Manor, an assisted living facility with 53 units. * Adith Miller and Roger Metz Manors, memory care residences that provide a home to up to 20 dementia-affected individuals. * Winona Area Hospice Services, caring for an average of 43 residents per day with terminal illnesses(Continued on Schedule O)Additional programs that benefit the community include:Health Professional Training: WSS works closely with nurse education programs in the community to provide clinical sites for LPNs, RNs, and CNAs for assistance and training completion with our residents. Students provide supervised nursing care. We also provide practicums for the therapeutic recreation and social work students through Winona State University. Preventive Care: WSS encourages preventive care through a number of resources. WSS participates in a number of educational opportunities for the community on topics relating to care of the aging parent, home care, Hospice and choosing independent or assisted living. WSS provides ongoing training expenses for certifications (e.g., Trained Medication Assistant programs) at no cost to their employees.Community Relations: WSS works with many area nonprofit organizations to support the care of the elderly and health-related activities. Many staff speak to outside civic, educational and non-profit groups, as well as actively participating in community events. Staff of WSS serve on committees and groups to support the provision of senior care services and advocacy for the local community and throughout the State of Minnesota.Community Education: WSS offers a grief support group. Staff adapted activities to ensure resident safety, minimize the impact of prolonged isolation and incorporated creative ways to involve family. All senior care services offer an active media presence and provide opportunities for families and client supports by engaging in service-related councils.WSS is committed to being a "dementia friendly" community, partnering with other non-profit organizations in the community to care for this vulnerable population. The Namaste program implemented by Lake Winona Manor in May of 2017 seeks to improve the lives of people with advanced dementia, through a spa-like experience. People with dementia are often confused or upset by the noises around them. Residents can have their hair done, nails painted, hands, feet or face massaged, feet or face soaked, while soft, calming music is played and soothing scents (aromatherapy) fill the air. The Namaste program dedicates one-on-one time with the resident while creating a calm and therapeutic environment to help the individual feel less anxious. Charity Care: WSS provides medical care to the community regardless of an individual's ability to pay. 12949606 1 1 0 0 0 0 0 0 1 1 1 0 0 1 0 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 0 234 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 11 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MN X Jessica Remington 5074543650 855 Mankato Avenue Winona MN 55987 Brian Semling Director 1.00 5.00 X 0 0 0 Dave Gilmer Director 1.00 5.00 X 0 0 0 David Vaselaar Director (Oct-Dec)/Chair (Jan-Sep) 1.00 5.00 X X 0 0 0 E Allen Beguin MD Director 1.00 42.00 X 0 283526 62527 Fatima Said Director 1.00 5.00 X 0 0 0 Greg Evans Director 1.00 5.00 X 0 0 0 Hugh Miller Director 1.00 5.00 X 0 0 0 Katrina Hammel MD Director 1.00 42.00 X 0 347912 74850 Ken Mogren Chair (thru Jan) 1.00 5.00 X X 0 0 0 Matthew Broghammer MD Director 1.00 42.00 X 0 534256 97763 Nicholas Modjeski MD Director 1.00 42.00 X 0 263268 55449 Phil Sonnenberg Director 1.00 5.00 X 0 0 0 Rachelle Heising-Schultz President/CEO/Director 1.00 50.00 X X 0 499825 82090 Robert Williams Director 1.00 5.00 X 0 0 0 Sandra Burke Director 1.00 5.00 X 0 0 0 Steve Blue Director 1.00 5.00 X 0 0 0 Todd Paulson Vice Chair 1.00 5.00 X X 0 0 0 Jessica Remington CFO/Treasurer 1.00 50.00 X 0 224369 31467 Denise Foss RN Lake Winona Manor 55.00 0.00 X 158359 0 19662 Katarzyna Konopko Nurse Manager 48.00 0.00 X 129839 0 26228 Logan Dick RN Lake Winona Manor 48.00 0.00 X 112510 0 43719 Linda Atkinson Administrator 40.00 X 116497 0 37791 Stephanie Schultz RN Hospice 40.00 X 100426 0 14809 617631 2153156 546355 5 0 1 0 0 88752 515660 300 604412 Patient Service Revenue 623990 14932096 14932096 Supporting Revenue 900099 52810 52810 14984906 3290 3290 6604 -6604 -6604 -6604 15586004 14984906 0 -3314 X 6305398 5426267 879131 187865 161491 26374 1209825 1039981 169844 453149 389533 63616 28978 28978 2922862 2900512 22350 252479 249323 3156 98969 98969 177273 177273 33953 33953 30003 29866 137 18335 14032 4303 614928 470605 144323 44433 34005 10428 Facility Costs 1282025 1282025 Medical Supplies 626157 626157 Meals and Catering 8225 8225 7389 7389 14302246 12949606 1352640 0 66673 39684 1888199 2754941 22254 20663 18577633 16077452 2745416 2500181 7748028 7947145 12470570 13262614 724244 752876 494870 0 53377 27901 1272491 780777 X 11198079 12481837 11198079 12481837 12470570 13262614 1283758 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 28820575 144535 3190770 1079117 31076763 25150143 170073 5214334 1713975 28820575 23233445 162293 2948962 1194557 25150143 28478937 1277453 -5975726 547219 23233445 25510634 243094 4075919 1350710 28478937 0.05970 0.94030 0.00000 0 1 1 74774 74774 15347806 13918824 1428982 2704420 1774576 929844 450633 384052 66581 2500181 Due To From Affiliated Orgs 7947145 7947145 X Part IV, Line 2b: The organization holds funds in trust on behalf of its residents. Part V, Line 4: Winona Health Foundation endowments have multiple purposes; all of which deliver on the mission to inspire, recognize and empower the caregiver in all of us. The largest fund is the Ben & Adith Miller Patient Care Fund that pays the medical bills of Winona Health patients/residents who are under or uninsured. Other funds include the Senior Services Fund which is made up of the Glenn Fund for home care/hospice licensure and training, the Hospice Fund for general hospice services, the Alzheimer Fund for Alzheimer-related projects, and funds for unrestricted use by Winona Senior Services. There are also funds for general operating expenses. Part X, Line 2: The Corporation believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and, as such, does not have any uncertain tax positions that are material to the financial statements. The Corporation would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense, if such interest and penalties are incurred. 0 1 0 0 0 0 0 0 0 Matthew Broghammer MD Director 0 511511 0 22745 0 0 0 58306 0 39487 0 632049 0 0 Rachelle Heising-Schultz President/CEO/Director 0 476825 0 23000 0 0 0 20700 0 61390 0 581915 0 0 Katrina Hammel MD Director 0 347912 0 0 0 0 0 35973 0 40476 0 424361 0 0 E Allen Beguin MD Director 0 269328 0 14198 0 0 0 25200 0 38628 0 347354 0 0 Nicholas Modjeski MD Director 0 263070 0 198 0 0 0 24123 0 31356 0 318747 0 0 Jessica Remington CFO/Treasurer 0 216103 0 8266 0 0 0 7208 0 25339 0 256916 0 0 Denise Foss RN Lake Winona Manor 158359 0 0 0 0 0 4779 0 14883 0 178021 0 0 0 Logan Dick RN Lake Winona Manor 112510 0 0 0 0 0 3951 0 40440 0 156901 0 0 0 Katarzyna Konopko Nurse Manager 129839 0 0 0 0 0 4008 0 22860 0 156707 0 0 0 Part I, Line 3 The CEO is compensated by Winona Health Services, a related organization. Winona Health Services used most of the methods on Part I, Line 3 to determine the CEO's compensation. Part I, Line 4b The following individuals received employer contributions to a supplemental non-qualified retirement plan, which is available to executive, physicians, and mid-level providers as determined by the Board of Directors. It is funded by employer contributions, and employees are vested within five years. An alternative plan is available which is funded by employee contributions and not subject to forfeiture. CY2024 Matthew Broghammer, MD $27,256 Katrina Hammel, MD $4,923 Form 990, Part VI, Section A, line 1a The Executive Committee has the authority to act on behalf of the governing board in between board meetings. The Executive Committee consists of the Board Chair, Board Vice Chair, the chair of each Standing Committee, the President/CEO of the organization, and one at-large board member. Form 990, Part VI, Section A, line 2 The following individuals have business relationships: Hugh Miller and Todd Paulson Matthew Broghammer, Nicholas Modjeski and E. Allen Beguin Fatima Said and David Vaselaar The CEO, CFO and some of the board members of the Organization are compensated by a related organization. The board of the Organization and related organizations have 100% overlap, therefore the officers and board members have a business relationship with each other. Form 990, Part VI, Section A, line 6 The sole member of the Organization is Winona Health Services. Form 990, Part VI, Section A, line 7a The sole member has authority to elect all at-large directors to the Corporation's Board of Directors and remove them, with or without cause. The sole member also has the right to appoint the Chair and the President/CEO of the Corporation, and remove them, with or without cause, subject to any contract rights that may apply. Form 990, Part VI, Section A, line 7b The following decisions of the Board of Directors are subject to approval by the sole member: (A) Approving the amendment of the Articles of Incorporation of the Corporation and Bylaws. (B) Approving all mission and/or vision statements and all strategic or long-term plans of the Corporation. (C) Approving the creation or acquisition of any and all subsidiaries or controlled affiliates; any mergers or consolidations; any permanent or long-term affiliations; and all joint ventures of the Corporation involving capital investments in excess of one hundred thousand dollars ($100,000). (D) Approving the sale or encumbrance of all or substantially all the assets of the Corporation and all long-term debt in excess of one hundred thousand dollars ($100,000). (E) Approving the Corporation's annual operating and capital budgets and any material amendments thereto or deviations there from. (F) Approving the dissolution of the Corporation or any partial or complete liquidation of its assets. Form 990, Part VI, Section B, line 11b The return is reviewed initially by the CFO and CEO. It is then reviewed by the Executive Committee before it is filed. In addition, the Form 990 is available to the full governing board prior to filing with the IRS. Form 990, Part VI, Section B, line 12c The conflict of interest policy that covers senior leaders, directors, officers, and board committee members is reviewed annually. If there are any reportable items are disclosed, the CEO reviews any disclosures for potential conflicts. Any conflicts are brought to the Board for discussion. If a board member has a potential conflict, they must abstain from voting. Form 990, Part VI, Section B, line 15 The CEO and CFO are compensated by a related organization. The Executive Committee has a process in place for determining compensation for the CEO, CFO and all senior leaders based on results of a compensation study, approval and documentation by the Board/committee members and the use of independent consultants every 3 years. The Board reviews compensation for these individuals annually. 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. Form 990, Part IX, line 11g Repairs and Maintenance: Program service expenses 46,302. Management and general expenses 0. Fundraising expenses 0. Total expenses 46,302. Contracted Services: Program service expenses 1,011,157. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,011,157. Allocated Services: Program service expenses 1,843,053. Management and general expenses 15,000. Fundraising expenses 0. Total expenses 1,858,053. Consulting Fees: Program service expenses 0. Management and general expenses 7,350. Fundraising expenses 0. Total expenses 7,350. Winona Health Services 855 Mankato Avenue Winona MN 55987 410713914 Health care services MN 501(c)(3) Line 3 N/A 0 Winona Health Foundation 855 Mankato Avenue Winona MN 55987 411879744 Fundraising MN 501(c)(3) Line 7 Winona Health Services 0 Winona Area Ambulance Service 855 Mankato Avenue Winona MN 55987 411845488 Emergency services MN 501(c)(3) Line 10 Winona Health Services 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 1