Nonprofit · EIN 39-1137868
ST MONICAS SENIOR LIVING
Tax-exempt · CALEDONIA, WI 53404
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $8,480,106 | $7,947,071 | $533,035 | $13,304,044 | $5,088,179 | $8,215,865 |
| March 31, 2024 | 990 | $8,361,774 | $7,985,460 | $376,314 | $13,056,900 | $5,308,187 | $7,748,713 |
| March 31, 2023 | 990 | $7,407,821 | $7,567,576 | -$159,755 | $12,700,629 | $5,499,265 | $7,201,364 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $225,885
- of which government grants
- $54,177
- Program service revenue
- $7,998,650
- Investment income
- $258,261
- Net gain from sales of assets
- $132,491
- Net income from fundraising events
- -$2,690
- Other revenue
- -$2,690
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $168,233
- Other salaries and wages
- $4,311,665
- Salaries, compensation and benefits (total)
- $5,494,401
- Professional fundraising fees
- $0
- Legal fees
- $3,740
- Accounting fees
- $123,739
- Occupancy
- $470,299
- Travel
- $1,583
- Depreciation
- $448,994
- Program services (functional)
- $6,880,262
- Management and general (functional)
- $967,710
- Fundraising (functional)
- $99,099
Balance sheet and other
- Total assets, start of year
- $13,056,900
- Total assets, end of year
- $13,304,044
- Total liabilities, end of year
- $5,088,179
- Net assets, end of year
- $8,215,865
- Land, buildings and equipment
- $9,014,804
- Publicly traded securities
- $3,177,036
- Net assets without donor restrictions
- $8,045,076
- Net assets with donor restrictions
- $170,789
- Gross receipts
- $9,223,960
- Employees
- 214
- Volunteers
- 25
- Year formed
- 1968
- 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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEPHANY LICHTER | ADMINISTRATOR Officer | 40 | $129,064 | $15,468 |
| KELLY BARDOSY | PHYSICAL THERAPY COORDINATOR Highest-paid employee | 40 | $102,000 | $15,123 |
| DEBRA MULDER | REGISTERED NURSE Highest-paid employee | 40 | $104,817 | $3,657 |
| SR ANGELICA SUMMER | DIRECTOR Trustee or director | 1 | $18,834 | $1,070 |
| TOM LEUENBERGER | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DR MICHEAL RANDOLPH | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SHAWN OLLEY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JOSEPH MALLER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DAVID EASLEY | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LAMONTE BOHMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAN DEBAKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MANEEKA DECKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEPHANIE FOLK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RAY JOHNSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHAD KUCIK | DIRECTOR Trustee or director | 1 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEIDI LANGE | DIRECTOR Trustee or director | 1 | $0 |
| REBECCA MASON | DIRECTOR Trustee or director | 1 | $0 |
| DR KEVIN MCCABE | DIRECTOR Trustee or director | 1 | $0 |
| FRANK MILLER JR | DIRECTOR Trustee or director | 1 | $0 |
| SR CLARE MARIE ROHUTNY | DIRECTOR Trustee or director | 1 | $0 |
| RONALD SCHULZ | DIRECTOR Trustee or director | 1 | $0 |
| SR JANA ANNE AKAN | DIRECTOR (THRU JUNE 2024) Trustee or director | 1 | $0 |
990 for the year ended March 31, 2024: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEPHANY LICHTER | ADMINISTRATOR Officer | 40 | $123,540 | $15,582 |
| DEBRA MULDER | REGISTERED NURSE Highest-paid employee | 40 | $100,162 | $858 |
| SR ANGELICA SUMMER | DIRECTOR Trustee or director | 1 | $16,579 | $744 |
| TOM LEUENBERGER | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DR MICHEAL RANDOLPH | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SHAWN OLLEY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JOSEPH MALLER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DAVID EASLEY | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SR JANA ANNE AKAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LAMONTE BOHMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAN DEBAKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MANEEKA DECKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEPHANIE FOLK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RAY JOHNSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHAD KUCIK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HEIDI LANGE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| REBECCA MASON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR KEVIN MCCABE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRANK MILLER JR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SR CLARE MARIE ROHUTNY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RONALD SCHULZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended March 31, 2023: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEPHANY LICHTER | ADMINISTRATOR Officer | 40 | $118,738 | $14,313 |
| SR ANGELICA SUMMER | DIRECTOR Trustee or director | 1 | $17,427 | $1,098 |
| TOM LEUENBERGER | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| AHMAD QAWI | VICE CHAIR (VACATED DURING FY23) Trustee or director, Officer | 1 | $0 | $0 |
| SHAWN OLLEY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JOE MALLER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DAVID EASLEY | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SR JANA ANNE AKAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GREGORY ANDEREGG | DIRECTOR (VACATED DURING FY23) Trustee or director | 1 | $0 | $0 |
| LAMONTE BOHMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PETER CIARAMITA | DIRECTOR (VACATED DURING FY23) Trustee or director | 1 | $0 | $0 |
| DAN DEBAKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MANEEKA DECKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEPHANIE FOLK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RAY JOHNSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHAD KUCIK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HEIDI LANGE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| REBECCA MASON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR KEVIN MCCABE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRANK MILLER JR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR MICHEAL RANDOLPH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SR CLARE MARIE ROHUTNY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RONALD SCHULZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3920 N GREEN BAY RD, CALEDONIA, WI 53404-1416
- Principal officer (990 for 2024)
- STEPHANY LICHTER, 3920 N GREEN BAY RD, RACINE, WI 53404
- Signed the 990
- STEPHANY LICHTER, ADMINISTRATOR
- Phone
- (262) 639-5050
- Return prepared by
- WEGNER CPAS LLP
Mission
IN THE SPIRIT OF OUR FOUNDERS, THE SISTERS OF ST. RITA, WE PROVIDE A COMPASSIONATE, SAFE, LOVING FAMILY HOME ENVIRONMENT THAT RESPECTS THE DIGNITY OF ALL RESIDENTS. WE STRIVE TO MEET THE PHYSICAL, EMOTIONAL, SOCIAL AND SPIRITUAL NEEDS OF EACH RESIDENT AND SUPPORT THEIR FAMILIES.
Program accomplishments
- ST. MONICA'S IS NESTLED ON 42 ACRES ALONG THE ROOT RIVER IN RACINE, WISCONSIN. WITHIN OUR WALLS AND GROUNDS WE SERVE RESIDENTS IN PROVIDING A SENSE OF CALM, SECURITY AND ENJOYMENT. THE STAFF INCLUDES PROFESSIONAL, LICENSED CAREGIVERS, DEDICATED TO TREATING EVERY RESIDENT LIKE FAMILY AND ENGAGING EACH IN FRUITFUL, INTERESTING ACTIVITY. THROUGH OUR CORE VALUES, ST. MONICA'S IS RACINE'S PREMIER PROVIDER OF SENIOR LIVING SERVICES, CONTINUALLY ENHANCING THE RANGE OF QUALITY COMPASSIONATE CARE AND ACTIVITIES THROUGH INNOVATION, EMPLOYEE INVESTMENT, AND COMMUNITY MEMBER ENGAGEMENT.Expenses $6,880,262 · revenue $7,998,650
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1137868
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Exempt since
- 1946
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $13,304,044
- Income (IRS master file)
- $9,223,960
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $8,480,106 | $7,947,071 | $13,304,044 | XML |
| 990 | March 2024 | $8,361,774 | $7,985,460 | $13,056,900 | XML |
| 990 | March 2023 | $7,407,821 | $7,567,576 | $12,700,629 | XML |
| 990 | March 2022 | $7,449,311 | $6,649,081 | $12,962,132 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 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 39-1137868).
Questions about ST MONICAS SENIOR LIVING
- What is the EIN of ST MONICAS SENIOR LIVING?
- The employer identification number (EIN) of ST MONICAS SENIOR LIVING is 39-1137868.
- Is ST MONICAS SENIOR LIVING tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Which annual return does ST MONICAS SENIOR LIVING 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 MONICAS SENIOR LIVING due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ST MONICAS SENIOR LIVING last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of ST MONICAS SENIOR LIVING?
- The 990 for the year ended March 31, 2025 names STEPHANY LICHTER.
- Who are the officers and directors of ST MONICAS SENIOR LIVING?
- The 990 for the year ended March 31, 2025 lists 22 people; 4 received compensation from the organization, the highest $129,064 (STEPHANY LICHTER, ADMINISTRATOR).
- How much revenue does ST MONICAS SENIOR LIVING have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $8,480,106, expenses of $7,947,071 and total assets of $13,304,044 at year end.
Other nonprofits in CALEDONIA
- GREAT LAKES COMMUNITY CONSERVATION CORPS INCORPORATED EIN 39-1840567 · last filed 990 for 2025
- CATHOLIC CEMETERY ASSOCIATION OF RACINE INC HOLY CROSS CEMETERY EIN 39-1391003 · last filed 990 for 2024
- ECO JUSTICE CENTER INC EIN 45-3737333 · last filed 990 for 2025
- RIVER BEND NATURE CENTER INC EIN 45-5347146 · last filed 990 for 2024
- RACINE MOOSE LODGE NO 437 EIN 23-7147252 · last filed 990 for 2024
- REJOICING IN GRACE MINISTRIES INTERNATIONAL INC EIN 39-1902529 · last filed 990-EZ for 2024
- RACINE STEELHEADS BASEBALL INC EIN 39-3408236 · last filed 990-N for 2025
- OSIECKI FAMILY FOUNDATION INC EIN 81-0895297 · last filed 990-PF for 2024