Nonprofit · EIN 39-1195540
CREATIVE COMMUNITY LIVING SERVICES INC
Tax-exempt · WATERTOWN, WI 53094
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $17,877,253 | $16,479,741 | $1,397,512 | $7,823,960 | $2,305,900 | $5,518,060 |
| December 31, 2024 | 990 | $16,551,647 | $15,957,189 | $594,458 | $7,122,554 | $2,803,261 | $4,319,293 |
| December 31, 2023 | 990 | $16,472,843 | $16,497,853 | -$25,010 | $7,219,854 | $3,283,523 | $3,936,331 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $72,751
- Program service revenue
- $17,721,271
- Investment income
- $85,252
- Net gain from sales of assets
- $3,176
- Net income from fundraising events
- -$4,398
- Net income from gaming
- $2,377
- Other revenue
- -$2,021
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $491,715
- Other salaries and wages
- $9,746,851
- Salaries, compensation and benefits (total)
- $11,952,858
- Professional fundraising fees
- $0
- Legal fees
- $48,952
- Accounting fees
- $39,797
- Occupancy
- $1,478,371
- Travel
- $380,784
- Depreciation
- $224,560
- Program services (functional)
- $11,610,719
- Management and general (functional)
- $4,817,098
- Fundraising (functional)
- $51,924
Balance sheet and other
- Total assets, start of year
- $7,122,554
- Total assets, end of year
- $7,823,960
- Total liabilities, end of year
- $2,305,900
- Net assets, end of year
- $5,518,060
- Land, buildings and equipment
- $2,277,557
- Publicly traded securities
- $1,468,886
- Net assets without donor restrictions
- $5,481,053
- Net assets with donor restrictions
- $37,007
- Gross receipts
- $19,198,257
- Employees
- 484
- Volunteers
- 11
- Year formed
- 1973
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHLEEN ROACH | CHIEF EXECUTIVE OFFICER Officer | 40 | $193,192 | $15,768 |
| SHERYL MARSHALL | CHIEF HUMAN RESOURCES OFFICER Officer | 40 | $144,090 | $9,284 |
| DWAN SCHUCK | CHIEF FINANCIAL OFFICER Officer | 32 | $127,321 | $2,060 |
| DAVE MORSTAD | CHAIR Trustee or director, Officer | 0.8 | $0 | $0 |
| JEFF KAPHENGST | VICE-CHAIR/CHAIR ELEC. Trustee or director, Officer | 0.5 | $0 | $0 |
| JO ANNE BEHLING | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| RUSSELL ROBERS | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| VINCENT HEIN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| BARB LEDUC | DIRECTOR (THRU APRIL) Trustee or director | 0.5 | $0 | $0 |
| KRISTI SCHEUNEMANN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| CRAIG SCHMIDT | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| KARLA KWAPIL | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ANNE RODRIGUEZ | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ALLEN SCHRAEDER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
990 for the year ended December 31, 2024: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHLEEN ROACH | PRESIDENT/CEO Officer | 40 | $186,534 | $12,503 |
| SHERYL MARSHALL | CHIEF HUMAN RESOURCES OFFICER Officer | 40 | $128,777 | $10,412 |
| DWAN SCHUCK | CHIEF FINANCIAL OFFICER Officer | 32 | $133,258 | $2,645 |
| RUTH NANSAMBA | PROGRAM DIRECTOR Highest-paid employee | 40 | $126,309 | $8,707 |
| KRISTY BAUM | CHIEF NURSING OFFICER Highest-paid employee | 40 | $104,057 | $14,474 |
| DAVE MORSTAD | CHAIR Trustee or director, Officer | 0.75 | $0 | $0 |
| JEFF KAPHENGST | VICE-CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| BARB LEDUC | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| RANDY RADTKE | TREASURER (THRU APRIL) Trustee or director, Officer | 0.5 | $0 | $0 |
| JO ANNE BEHLING | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| VINCENT HEIN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| KRISTI SCHEUNEMANN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ERIN SMITH | SECRETARY (THRU OCT) Trustee or director, Officer | 0.5 | $0 | $0 |
| RUSSELL ROBERS | TREASURER (BEG MAY) Trustee or director, Officer | 0.5 | $0 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHLEEN ROACH | CHIEF EXECUTIVE OFFICER Officer | 36 | $168,634 | $7,456 |
| MARGARET HIBBARD | PROGRAM LEAD Highest-paid employee | 40 | $165,464 | $866 |
| SHERYL MARSHALL | CHIEF HUMAN RESOURCES OFFICER Highest-paid employee | 40 | $129,175 | $9,074 |
| DWAN SCHUCK | CHIEF FINANCIAL OFFICER Officer | 32 | $133,001 | $2,577 |
| RUTH NANSAMBA | PROGRAM DIRECTOR Highest-paid employee | 40 | $117,339 | $8,680 |
| AMY BARR | PROGRAM DIRECTOR Highest-paid employee | 40 | $111,856 | $9,283 |
| CRYSTAL FREEMAN | PROGRAM LEAD Highest-paid employee | 40 | $108,851 | $9,432 |
| DAVID MORSTAD | PRESIDENT Trustee or director, Officer | 0.75 | $700 | $0 |
| JEFFREY KAPHENGST | VICE-PRESIDENT Trustee or director, Officer | 0.5 | $700 | $0 |
| BARBARA LEDUC | SECRETARY Trustee or director, Officer | 0.5 | $650 | $0 |
| KAREN FOELKER | DIRECTOR (THRU APRIL) Trustee or director | 0.5 | $500 | $0 |
| ELLEN HAINES | DIRECTOR (THRU MARCH) Trustee or director | 0.5 | $450 | $0 |
| RANDY RADTKE | TREASURER Trustee or director, Officer | 0.5 | $400 | $0 |
| SHERI BERG | DIRECTOR (THRU APRIL) Trustee or director | 0.5 | $400 | $0 |
| VINCENT HEIN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| KRISTI SCHEUNEMANN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| ERIN SMITH | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| RUSSELL ROBERS | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 500 E MAIN ST, WATERTOWN, WI 53094-3821
- In care of
- % DWAN SCHUCK
- Principal officer (990 for 2025)
- KATHLEEN ROACH, 500 EAST MAIN STREET, WATERTOWN, WI 53094
- Signed the 990
- KATHLEEN ROACH, PRESIDENT/CEO
- Phone
- (800) 236-2257
- Website
- CCLSWI.ORG
- Return prepared by
- WEGNER CPAS LLP
Mission
OUR MISSION IS TO ESTABLISH INDIVIDUALIZED COMMUNITY SUPPORTS THAT WILL PRESERVE AND ENHANCE THE DIGNITY AND RIGHTS OF THOSE WHO RELY ON OTHERS WHILE SEEKING THEIR OWN LEVEL OF INDEPENDENCE.
Program accomplishments
- DEVELOPMENTALLY DISABLED CARE - PROVIDING RESIDENTIAL HOUSING AND NONRESIDENTIAL SERVICES AND SUPPORTS FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES, MENTAL ILLNESS, PHYSICAL DISABILITIES AND/OR TRAUMATIC BRAIN INJURIES. SERVICES INCLUDE COMMUNITY SUPPORTED LIVING, SUPPORTIVE HOME CARE, SKILLS TEACHING/TRAINING, INDEPENDENT LIVING PROGRAMS, RESPITE, NON-MEDICAL TRANSPORTATION, SUPPORTED EMPLOYMENT, AND PRE-VOCATION, RECREATIONAL, NURSE AND DAY SERVICES.Expenses $9,617,405 · revenue $14,635,419
- ELDER CARE - PROVIDING RESIDENTIAL HOUSING AND SUPPORTS FOR INDIVIDUALS WITH FUNCTIONAL LIMITATIONS OF ADVANCED AGING. SERVICES INCLUDE COMMUNITY SUPPORTED LIVING, SKILLS RE-TEACHING/RE-TRAINING, NON-MEDICAL TRANSPORTATION, AND NURSE.Expenses $1,993,314 · revenue $3,085,852
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1195540
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P70)
- Assets (IRS master file)
- $7,823,960
- Income (IRS master file)
- $19,198,257
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $17,877,253 | $16,479,741 | $7,823,960 | XML |
| 990 | December 2024 | $16,551,647 | $15,957,189 | $7,122,554 | XML |
| 990 | December 2023 | $16,472,843 | $16,497,853 | $7,219,854 | XML |
| 990 | December 2022 | $17,156,973 | $17,563,604 | $7,735,339 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 39-1195540).
Questions about CREATIVE COMMUNITY LIVING SERVICES INC
- What is the EIN of CREATIVE COMMUNITY LIVING SERVICES INC?
- The employer identification number (EIN) of CREATIVE COMMUNITY LIVING SERVICES INC is 39-1195540.
- Is CREATIVE COMMUNITY LIVING SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to CREATIVE COMMUNITY LIVING SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CREATIVE COMMUNITY LIVING SERVICES 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 CREATIVE COMMUNITY LIVING SERVICES INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CREATIVE COMMUNITY LIVING SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of CREATIVE COMMUNITY LIVING SERVICES INC?
- The 990 for the year ended December 31, 2025 names KATHLEEN ROACH.
- Who are the officers and directors of CREATIVE COMMUNITY LIVING SERVICES INC?
- The 990 for the year ended December 31, 2025 lists 14 people; 3 received compensation from the organization, the highest $193,192 (KATHLEEN ROACH, CHIEF EXECUTIVE OFFICER).
- How much revenue does CREATIVE COMMUNITY LIVING SERVICES INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $17,877,253, expenses of $16,479,741 and total assets of $7,823,960 at year end.
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