Nonprofit · EIN 39-0985045
ST ANNES HOME FOR THE ELDERLY MILWAUKEE INC
Tax-exempt · MILWAUKEE, WI 53222
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,853,624 | $8,916,598 | -$2,062,974 | $6,925,383 | $4,147,415 | $2,777,968 |
| June 30, 2024 | 990 | $9,394,209 | $10,413,456 | -$1,019,247 | $7,887,929 | $3,046,987 | $4,840,942 |
| June 30, 2023 | 990 | $9,136,700 | $10,010,743 | -$874,043 | $8,232,880 | $2,217,628 | $6,015,252 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $6,852,638
- Investment income
- $986
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $3,306,575
- Salaries, compensation and benefits (total)
- $3,816,402
- Professional fundraising fees
- $0
- Legal fees
- $7,861
- Accounting fees
- $286,639
- Depreciation
- $550,985
- Program services (functional)
- $7,437,840
- Management and general (functional)
- $1,478,758
Balance sheet and other
- Total assets, start of year
- $7,887,929
- Total assets, end of year
- $6,925,383
- Total liabilities, end of year
- $4,147,415
- Net assets, end of year
- $2,777,968
- Land, buildings and equipment
- $5,699,284
- Net assets without donor restrictions
- $2,777,968
- Gross receipts
- $6,853,624
- Employees
- 0
- Volunteers
- 9
- Year formed
- 1876
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MATTHEW MAUTHE | CEO Officer | 5 | $0 | $669,611 | $27,113 |
| MICHAEL LIBBY | SVP OF OPERATIONS Officer | 5 | $0 | $331,150 | $22,078 |
| NICOLE CHWALA | CFO Officer | 5 | $0 | $297,163 | $26,894 |
| JUSTIN MUNZEL | SENIOR VP OF COMMONHEART Key employee | 5 | $0 | $222,386 | $25,787 |
| MARK PIETROWIAK | VP OF BUSINESS DEVELOPMENT Key employee | 5 | $0 | $219,632 | $26,648 |
| JEFF HACKEL | SVP OF HR Key employee | 5 | $0 | $221,648 | $22,887 |
| SHERRY CIRA | SVP OF ADMINISTRATION Key employee | 5 | $0 | $231,019 | $7,476 |
| DAVID BERTSCH | SVP OF FACILITIES AND CONSTRUCTION Highest-paid employee | 5 | $0 | $180,010 | $16,711 |
| KEITH VANLANDUYT | SVP OF MARKETING AND PHILANTHROPY Highest-paid employee | 5 | $0 | $188,017 | $7,192 |
| JENNIFER JOHNSON | EXECUTIVE DIRECTOR-THE MAR Key employee | 5 | $0 | $163,698 | $22,802 |
| GARY THORPE | VP OF HUMAN RESOURCES Key employee | 5 | $0 | $160,918 | $21,600 |
| MIKE JONES | EXECUTIVE DIRECTOR Highest-paid employee | 5 | $0 | $165,761 | $14,179 |
| SUZANNE WHITTY | EXECUTIVE DIRECTOR Highest-paid employee | 5 | $0 | $150,061 | $13,407 |
| NICOLE MARTIN | SVP OF SALES Highest-paid employee | 5 | $0 | $133,166 | $5,306 |
| KEN SMITH | PRESIDENT OF ILLUMINUS Officer | 5 | $0 | $74,009 | $3,046 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TODD FISCHER | PRESIDENT Trustee or director | 0.5 | $0 |
| ROBERT MEIDENBAUER | SECRETARY/TREASURER Trustee or director | 0.5 | $0 |
| SCOTT DETTMANN | ASST SECRETARY/ASST TREASURER Trustee or director | 0.5 | $0 |
| DENNIS KONKOL | BOARD MEMBER Trustee or director | 0.5 | $0 |
| KEVIN KOHLHOFF | BOARD MEMBER Trustee or director | 0.5 | $0 |
| REV KATE VAN DER LINDEN | BOARD MEMBER Trustee or director | 0.5 | $0 |
| LYNNE WAGNER | BOARD MEMBER Trustee or director | 0.5 | $0 |
| STEVER HEROUX | BOARD MEMBER Trustee or director | 0.5 | $0 |
| JULIE MARKS | CFO Officer | 5 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MATTHEW MAUTHE | CEO Officer | 5 | $0 | $626,375 | $32,309 |
| NICOLE CHWALA | CFO Officer | 5 | $0 | $284,970 | $33,374 |
| MICHAEL LIBBY | SVP OF OPERATIONS Officer | 5 | $0 | $255,555 | $31,242 |
| MARK PIETROWIAK | VP OF BUSINESS DEVELOPMENT Key employee | 5 | $0 | $207,195 | $43,999 |
| JUSTIN MUNZEL | SENIOR VP OF COMMONHEART Key employee | 5 | $0 | $211,685 | $34,516 |
| JEFF HACKEL | SVP OF HR Key employee | 5 | $0 | $185,740 | $19,411 |
| JENNIFER JOHNSON | EXECUTIVE DIRECTOR-THE MAR Key employee | 5 | $0 | $160,731 | $33,156 |
| SHERRY CIRA | SVP OF ADMINISTRATION Key employee | 5 | $0 | $184,843 | $5,193 |
| JEFF HOFFMAN | VP OF CONSTRUCTION 9/1/23 Highest-paid employee | 5 | $0 | $145,642 | $26,360 |
| GARY THORPE | VP OF HUMAN RESOURCES Key employee | 5 | $0 | $163,670 | $6,658 |
| ROSE BORCK | RN - SNF Highest-paid employee | 5 | $0 | $148,758 | $21,062 |
| LISA WHITE | DIRECTOR OF HOSPICE Highest-paid employee | 5 | $0 | $135,412 | $17,603 |
| DAVE BERTSCH | VP OF FACILITIES & CONSTRUCTION Highest-paid employee | 5 | $0 | $133,695 | $16,112 |
| KEITH VANLANDUYT | SVP OF MARKETING & PHILANT Highest-paid employee | 5 | $0 | $142,494 | $2,633 |
| TODD FISCHER | PRESIDENT Trustee or director | 0.5 | $0 | $0 | $0 |
| ROBERT MEIDENBAUER | SECRETARY/TREASURER Trustee or director | 0.5 | $0 | $0 | $0 |
| SCOTT DETTMANN | ASST SECRETARY/ASST TREASU Trustee or director | 0.5 | $0 | $0 | $0 |
| REV BRUCE NELSON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| MIKE WILKES | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| REV KATIE VAN DER LINDEN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| KEVIN KOHLHOFF | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 18 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MATTHEW MAUTHE | CEO Officer | 5 | $0 | $552,754 | $31,737 |
| MICHAEL LIBBY | SVP OF OPERATIONS Officer | 5 | $0 | $289,907 | $27,605 |
| JUSTIN MUNZEL | SENIOR VP OF COMMONHEART Key employee | 5 | $0 | $227,440 | $8,895 |
| NICOLE CHWALA | CFO Officer | 5 | $0 | $207,665 | $19,384 |
| MARK PIETROWIAK | VP OF BUSINESS DEVELOPMENT Highest-paid employee | 5 | $0 | $191,385 | $24,936 |
| JEFF HACKEL | SVP OF HR Key employee | 5 | $0 | $185,741 | $5,307 |
| JEFF HOFFMAN | VP OF CONSTRUCTION Highest-paid employee | 5 | $0 | $165,781 | $21,394 |
| JENNIFER JOHNSON | EXECUTIVE DIRECTOR- THE MARQUARDT Key employee | 5 | $0 | $155,818 | $21,521 |
| SHERRY CIRA | SVP OF ADMINISTRATION Key employee | 5 | $0 | $172,711 | $3,670 |
| GARY THORPE | VP OF HUMAN RESOURCES Highest-paid employee | 5 | $0 | $162,038 | $6,410 |
| KEITH VANLANDUYT | SVP OF MARKETING & PHILANTHROPY Highest-paid employee | 5 | $0 | $142,495 | $454 |
| LISA WHITE | DIRECTOR OF HOSPICE Highest-paid employee | 5 | $0 | $122,791 | $11,148 |
| TODD FISCHER | PRESIDENT Trustee or director | 0.5 | $0 | $0 | $0 |
| ROBERT MEIDENBAUER | SECRETARY/TREASURER Trustee or director | 0.5 | $0 | $0 | $0 |
| SCOTT DETTMANN | ASST SECRETARY/ASST TREASU Trustee or director | 0.5 | $0 | $0 | $0 |
| REV BRUCE NELSON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| MIKE WILKES | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| REV KATIE VAN DER LINDEN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3800 N 92ND ST, MILWAUKEE, WI 53222-2504
- In care of
- % TIMOTHY KAMKE
- Principal officer (990 for 2024)
- JULIE MARKS, 3800 NORTH 92ND STREET, MILWAUKEE, WI 53222
- Signed the 990
- JULIE MARKS, CFO
- Phone
- (414) 463-7570
- Website
- ILLUMINUS.US
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
ST. ANNE'S HOME FOR THE ELDERLY PROVIDES ITS RESIDENTS WITH CARE AND COMPASSION IN A RESPECTFUL, HOME-LIKE ENVIRONMENT THAT HONORS INDIVIDUAL DIGNITY. FOLLOWING THE MISSION AND PHILOSOPHY OF THE SISTERS OF THE DIVINE SAVIOR AND THE TENETS OF THE CATHOLIC FAITH, ST. ANNE'S STRIVES TO IMPROVE QUALITY OF LIFE, PROMOTE JUSTICE, COLLABORATE WITH OTHERS AND ACT AS RESPONSIBLE STEWARDS OF ITS RESOURCES.
Program accomplishments
- ST. ANNE'S SALVADORIAN CAMPUS OPERATES A LONG TERM CARE FACILITY, RESIDENTIAL CARE APARTMENT COMPLEX, AND A CONVENT SERVING RETIRED RELIGIOUS IN A SUPPORTIVE CARE ENVIRONMENT.THE HOME PROVIDES CARE TO THE INDIGENT UNDER THE MEDICAID PROGRAM. THE HOME ALSO FOCUSES A VARIETY OF SOCIAL ACCOUNTABILITY EFFORTS TO ENHANCE EDUCATIONAL, SOCIAL AND SPIRITUAL BENEFITS TO A VARIETY OF CONSTITUENTS IN THE GREATER MILWAUKEE AREA. THE FOLLOWING IS A SUMMARY OF THESE SERVICES PROVIDED BY THE HOME TO SUPPORT SOCIAL ACCOUNTABILITY: _ CLINICAL SITE TRAINING._ PASTORAL CARE SERVICES AND OTHER SPIRITUAL SUPPORT FOR THOSE IN NEED._ EDUCATION AND WELLNESS PROGRAMS FOR THE ELDERLY._ SUPPORT GROUPS FOR EDUCATION ON ALZHEIMER'S AND OTHER DISEASES_ VOLUNTEER COORDINATOR FOR COMMUNITY-BASED FELLOWSHIP AND FAMILY SUPPORT._ SUPPORT EFFORTS FOR A VARIETY OF EMERGENCY NEEDS FOR RESIDENTS.Expenses $7,437,840 · revenue $6,852,638
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 39-0985045
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2026
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E91)
- Assets (IRS master file)
- $6,925,383
- Income (IRS master file)
- $6,853,624
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $6,853,624 | $8,916,598 | $6,925,383 | IRS |
| 990 | June 2024 | $9,394,209 | $10,413,456 | $7,887,929 | IRS |
| 990 | June 2023 | $9,136,700 | $10,010,743 | $8,232,880 | XML |
| 990 | June 2022 | $10,072,799 | $11,234,943 | $9,563,838 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-0985045).
Questions about ST ANNES HOME FOR THE ELDERLY MILWAUKEE INC
- What is the EIN of ST ANNES HOME FOR THE ELDERLY MILWAUKEE INC?
- The employer identification number (EIN) of ST ANNES HOME FOR THE ELDERLY MILWAUKEE INC is 39-0985045.
- Is ST ANNES HOME FOR THE ELDERLY MILWAUKEE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2026.
- Are donations to ST ANNES HOME FOR THE ELDERLY MILWAUKEE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ST ANNES HOME FOR THE ELDERLY MILWAUKEE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ST ANNES HOME FOR THE ELDERLY MILWAUKEE INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ST ANNES HOME FOR THE ELDERLY MILWAUKEE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ST ANNES HOME FOR THE ELDERLY MILWAUKEE INC?
- The 990 for the year ended June 30, 2025 names JULIE MARKS.
- Who are the officers and directors of ST ANNES HOME FOR THE ELDERLY MILWAUKEE INC?
- The 990 for the year ended June 30, 2025 lists 24 people; 0 received compensation from the organization.
- How much revenue does ST ANNES HOME FOR THE ELDERLY MILWAUKEE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,853,624, expenses of $8,916,598 and total assets of $6,925,383 at year end.
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