Nonprofit · EIN 39-1174667
WISCONSIN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING INC
Tax-exempt · MADISON, WI 53703
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,708,697 | $1,469,510 | $239,187 | $3,173,662 | $203,694 | $2,969,968 |
| June 30, 2024 | 990 | $1,965,971 | $2,081,363 | -$115,392 | $2,968,021 | $326,072 | $2,641,949 |
| June 30, 2023 | 990 | $2,032,113 | $2,039,736 | -$7,623 | $2,886,031 | $133,856 | $2,752,175 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $175,495
- Program service revenue
- $1,332,323
- Investment income
- $99,292
- Net gain from sales of assets
- -$2,455
- Other revenue
- $101,587
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $594,882
- Salaries, compensation and benefits (total)
- $689,924
- Professional fundraising fees
- $0
- Legal fees
- $39,611
- Accounting fees
- $26,286
- Occupancy
- $31,217
- Travel
- $55,170
- Depreciation
- $14,276
- Program services (functional)
- $1,469,510
Balance sheet and other
- Total assets, start of year
- $2,968,021
- Total assets, end of year
- $3,173,662
- Total liabilities, end of year
- $203,694
- Net assets, end of year
- $2,969,968
- Land, buildings and equipment
- $74,609
- Publicly traded securities
- $1,369,207
- Net assets without donor restrictions
- $2,969,968
- Gross receipts
- $1,711,152
- Employees
- 9
- Volunteers
- 50
- Year formed
- 1960
- 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 |
|---|---|---|---|
| KATHRYN BROD | INTERIM CEO (THRU 7/2024) Officer | 40 | $196,471 |
| JANICE MASHAK | VP MEMBER SERVICES & INNOVATION Highest-paid employee | 40 | $176,925 |
| RENE EASTMAN | VP FINANCIAL & REGULATORY Highest-paid employee | 40 | $165,555 |
| ROBIN WOLZENBURG | VP CLINICAL & REGULATORY Highest-paid employee | 40 | $112,892 |
| LISA DAVIDSON | PRESIDENT & CEO (FROM 8/2024) Officer | 40 | $73,078 |
| JENNIFER BRIESKE | DIRECTOR (RESIGNED 1.20.25) Trustee or director | 1 | $0 |
| RON SCHAETZL | DIRECTOR Trustee or director | 1 | $0 |
| AMY DUHR | DIRECTOR Trustee or director | 1 | $0 |
| KAYLA CLINTON | DIRECTOR Trustee or director | 1 | $0 |
| MEGAN FEIRTAG | DIRECTOR Trustee or director | 1 | $0 |
| KATHY CAVERS | DIRECTOR Trustee or director | 1 | $0 |
| PATRICK SENZIG | DIRECTOR Trustee or director | 1 | $0 |
| KIM GOCHANOUR | DIRECTOR Trustee or director | 1 | $0 |
| MARK RADMER | DIRECTOR Trustee or director | 1 | $0 |
| CARMEN MEYER | DIRECTOR Trustee or director | 1 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANDRA HACKENMUELLER | DIRECTOR Trustee or director | 1 | $0 |
| JUSTIN CIESLEWICZ | DIRECTOR Trustee or director | 1 | $0 |
| JACKIE CARLEY | DIRECTOR (RESIGNED 1.16.25) Trustee or director | 1 | $0 |
| FRANK SOLTYS | DIRECTOR Trustee or director | 1 | $0 |
| STEPHANIE CHEDID | DIRECTOR Trustee or director | 1 | $0 |
| TYLER GUDEX | DIRECTOR Trustee or director | 1 | $0 |
| TIM CONROY | CHAIR Trustee or director, Officer | 2 | $0 |
| NICOLE SCHINGICK | SUBSCRIBER ADVISOR Trustee or director | 1 | $0 |
| NICOLE PRETRE | LEADINGAGE LIAISON Trustee or director, Officer | 1 | $0 |
| LYNDA BOGDALA | TREASURER Trustee or director, Officer | 1 | $0 |
| PAMELA KLINGFUS | VICE CHAIR OF OPERATIONS Trustee or director, Officer | 1 | $0 |
| KRIS KRENTZ | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 |
| MICHELLE GODFREY | CHAIR ELECT Trustee or director, Officer | 1 | $0 |
| TERESA GATTO | SECRETARY (RESIGNED 1.20.25) Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 35 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOHN SAUER | PRESIDENT/CEO (THRU DEC 2023) Officer | 40 | $270,227 | $42,536 |
| JIM ORHEIM | PRESIDENT/CEO (THRU OCT 2023) Officer | 40 | $186,606 | $35,230 |
| MATTHEW BERG | LEADINGCHOICE NETWORK CEO Highest-paid employee | 1 | $172,007 | $15,332 |
| JANICE MASHAK | VP MEMBER SERVICES & INNOVATION Highest-paid employee | 40 | $163,466 | $15,778 |
| RENE EASTMAN | VP FINANCIAL & REGULATORY Officer | 40 | $134,065 | $13,786 |
| DENISE MAY | VP BUSINESS DEVELOPMENT Highest-paid employee | 40 | $123,182 | $24,547 |
| ROBIN WOLZENBURG | VP CLINICAL & REGULATORY Highest-paid employee | 40 | $101,985 | $13,080 |
| TIM CONROY | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MICHELLE GODFREY | CHAIR ELECT Trustee or director, Officer | 1 | $0 | $0 |
| KRIS KRENTZ | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PAMELA KLINGFUS | VICE CHAIR OF OPERATIONS Trustee or director, Officer | 1 | $0 | $0 |
| MARISSA JANKE | SECRETARY (THRU MAY 2024) Trustee or director, Officer | 1 | $0 | $0 |
| TERESA GATTO | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| PAUL TREFFERT | TREASURER (TERMED) Trustee or director, Officer | 1 | $0 | $0 |
| LYNDA BOGDALA | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| NICOLE PRETRE | LEADINGAGE LIAISON Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL SCHANKE | SUBSCRIBER ADV. (THRU MAY 2024) Trustee or director | 1 | $0 | $0 |
| NIKKI SCHINGICK | SUBSCRIBER ADVISOR Trustee or director | 1 | $0 | $0 |
| JEN BRIESKE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JACKIE CARLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHY CAVERS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEPHANIE CHEDID | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JUSTIN CIESLEWICZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KAYLA CLINTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AMY DUHR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MEGAN FEIRTAG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIM GOCHANOUR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TYLER GUDEX | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SANDRA HACKENMUELLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CARMEN MEYER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK RADMER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RON SCHAETZL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PATRICK SENZIG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRANK SOLTYS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHRYN BROD | INTERIM CEO (FROM DEC 2023) Officer | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 33 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOHN SAUER | PRESIDENT/CEO (THRU APR 2023) Officer | 40 | $264,961 | $12,502 |
| MATTHEW BERG | LEADINGCHOICE NETWORK CEO Highest-paid employee | 1 | $159,738 | $9,897 |
| JANICE MASHAK | VP MEMBER SERVICES & INNOVATION Highest-paid employee | 40 | $157,107 | $5,703 |
| DENISE MAY | VP BUSINESS DEVELOPMENT Highest-paid employee | 40 | $114,467 | $5,541 |
| RENE EASTMAN | VP FINANCIAL & REGULATORY SVCS Officer | 40 | $106,769 | $2,815 |
| TIM CONROY | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| STEPHANIE CHEDID | CHAIR ELECT Trustee or director, Officer | 1 | $0 | $0 |
| DAVID FULCHER | CHAIR ELECT (THRU MAR 2023) Trustee or director, Officer | 1 | $0 | $0 |
| KRIS KRENTZ | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| CRAIG UBBELOHDE | IMMEDIATE PAST CHAIR (THRU MAY 2023) Trustee or director, Officer | 1 | $0 | $0 |
| PAUL TREFFERT | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MARISSA JANKE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| SUE SEEGERT | SECRETARY (THRU JULY 2022) Trustee or director, Officer | 1 | $0 | $0 |
| KATHY CAVERS | VICE CHAIR OF MEMBER SERVICES Trustee or director, Officer | 1 | $0 | $0 |
| MICHELLE GODFREY | VICE CHAIR OF OPERATIONS Trustee or director, Officer | 1 | $0 | $0 |
| JUSTIN CIESLEWICZ | VICE CHAIR OF PUBLIC POLICY Trustee or director, Officer | 1 | $0 | $0 |
| NICOLE PRETRE | LEADINGAGE LIAISON Trustee or director, Officer | 1 | $0 | $0 |
| MIKE SCHANKE | SUBSCRIBER ADVISOR (THRU MAY 2023) Trustee or director | 1 | $0 | $0 |
| BARBARA BEARDSLEY | DIRECTOR (THRU NOV 2022) Trustee or director | 1 | $0 | $0 |
| JEN BRIESKE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JACKIE CARLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KAYLA CLINTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AMY DUHR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TERESA GATTO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIM GOCHANOUR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SANDRA HACKENMUELLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAMELA KLINGFUS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CARMEN MEYER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL SATTELL | DIRECTOR (THRU DEC 2022) Trustee or director | 1 | $0 | $0 |
| PATRICK SENZIG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRANK SOLTYS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIFER VOSEN | DIRECTOR (THRU SEP 2022) Trustee or director | 1 | $0 | $0 |
| JIM ORHEIM | PRESIDENT/CEO (FROM MAY 2023) Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 204 S HAMILTON ST, MADISON, WI 53703-3212
- Principal officer (990 for 2024)
- MICHELLE GODFREY, 204 S HAMILTON STREET, MADISON, WI 53703
- Signed the 990
- MICHELLE GODFREY, CHAIR
- Phone
- (608) 255-7060
- Website
- WWW.LEADINGAGEWI.ORG
- Return prepared by
- SVA CERTIFIED PUBLIC ACCTS SC
Mission
LEADINGAGE WISCONSIN, INC. IS A STATEWIDE MEMBERSHIP CORPORATION. LEADINGAGE WISCOSIN, INC. ENHANCES NOT-FOR-PROFIT MEMBERS' DEDICATION TO EXCELLENCE IN PROVIDING PROGRAMS AND SERVICES TO ASSIST MEMBERS IN MEETING THE NEEDS OF OLDER ADULTS AND PERSONS WITH A DISABILITY.
Program accomplishments
- AS A LEADER IN SENIOR ADVOCACY, EDUCATION, AND FORMULATION OF COLLABORATIVE STRATEGIES, LEADINGAGE WISCONSIN, INC. IS COMMITTED TO ADVANCING THE FIELDS OF LONG-TERM CARE, ASSISTED LIVING AND RETIREMENT LIVING. THE ORGANIZATION STRIVES TO DEVELOP A CONTINUUM OF ELDERLY CARE AND SERVICES THAT MEET THE HOLISTIC NEEDS OF SENIORS AND INDIVIDUALS WITH A DISABILITY IN ORDER TO ENCOURAG MAXIMUM INDEPENDENCE AND ENHANCE QUALITY OF LIFE. THE ORGANIZATION SERVICES AS A RESOURCE FOR ITS MEMBERS, ASSISTING THEM IN PROBLEM RESOLUTION AND PROVIDING SERVICES AND PROGRAMS TO MEET THEIR NEEDS.
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
- 39-1174667
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1975
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,173,662
- Income (IRS master file)
- $1,711,152
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,708,697 | $1,469,510 | $3,173,662 | IRS |
| 990 | June 2024 | $1,965,971 | $2,081,363 | $2,968,021 | XML |
| 990 | June 2023 | $2,032,113 | $2,039,736 | $2,886,031 | XML |
| 990 | June 2022 | $1,916,439 | $1,878,091 | $3,440,364 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 39-1174667).
Questions about WISCONSIN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING INC
- What is the EIN of WISCONSIN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING INC?
- The employer identification number (EIN) of WISCONSIN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING INC is 39-1174667.
- Is WISCONSIN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1975.
- Are donations to WISCONSIN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WISCONSIN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING 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 WISCONSIN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING 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 WISCONSIN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING 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 WISCONSIN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING INC?
- The 990 for the year ended June 30, 2025 names MICHELLE GODFREY.
- Who are the officers and directors of WISCONSIN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING INC?
- The 990 for the year ended June 30, 2025 lists 29 people; 5 received compensation from the organization, the highest $196,471 (KATHRYN BROD, INTERIM CEO (THRU 7/2024)).
- How much revenue does WISCONSIN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,708,697, expenses of $1,469,510 and total assets of $3,173,662 at year end.
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