Nonprofit · EIN 39-1351584
ASCENSION LIVING ALEXIAN VILLAGE MILWAUKEE
Tax-exempt · SAINT LOUIS, MO 63145
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $16,263,869 | $20,235,939 | -$3,972,070 | $19,957,317 | $12,426,092 | $7,531,225 |
| June 30, 2024 | 990 | $17,059,466 | $18,912,899 | -$1,853,433 | $19,923,536 | $13,714,648 | $6,208,888 |
| June 30, 2023 | 990 | $15,176,426 | $33,601,766 | -$18,425,340 | $19,757,536 | $16,330,130 | $3,427,406 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $307,091
- Program service revenue
- $15,501,665
- Investment income
- $78,085
- Net rental income
- $61,680
- Net income from sales of inventory
- $1,908
- Other revenue
- $377,028
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $222,734
- Other salaries and wages
- $5,899,931
- Salaries, compensation and benefits (total)
- $7,355,079
- Professional fundraising fees
- $0
- Occupancy
- $907,915
- Travel
- $130,572
- Depreciation
- $501,203
- Program services (functional)
- $16,362,314
- Management and general (functional)
- $3,873,625
Balance sheet and other
- Total assets, start of year
- $19,923,536
- Total assets, end of year
- $19,957,317
- Total liabilities, end of year
- $12,426,092
- Net assets, end of year
- $7,531,225
- Net assets without donor restrictions
- $7,531,225
- Gross receipts
- $16,263,869
- Employees
- 185
- Volunteers
- 0
- Year formed
- 1980
- 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 |
|---|---|---|---|---|---|
| LISA ANN MUSGRAVE MHA BSN RN | SENIOR VP, POST-ACUTE AND AT-HOME SERVICES/CHAIR Trustee or director, Officer | 0 | $0 | $1,543,510 | $56,092 |
| RYAN BREEDLOVE | DIRECTOR/VP POST ACUTE CONTINUING CARE & AT HOME SERVICES Trustee or director, Officer | 0 | $0 | $584,606 | $52,177 |
| ERIN SHADBOLT | VP POST ACUTE & AT-HOME SERVICES & CEO/SECRETARY Trustee or director, Officer | 0 | $0 | $569,568 | $52,831 |
| ROBIN T BINEK | AVP OF FINANCE, ASCENSION LIVING/TREASURER Trustee or director, Officer | 0 | $0 | $360,487 | $39,771 |
| KENNETH R SMOOT | DIRECTOR/CHIEF MISSION INTEGRATION OFFICER Trustee or director | 0 | $0 | $335,796 | $31,147 |
| KENDRA WORDS | EXECUTIVE DIRECTOR Key employee | 50 | $195,097 | $0 | $27,637 |
| MICHAEL ROBERT GORDON | FORMER OFFICER (END 8/2023) Former | 0 | $0 | $220,260 | $0 |
| BASIL NWACHUKWU RN | RN, LONG TERM CARE Highest-paid employee | 50 | $141,527 | $0 | $31,284 |
| FLORENCE NGAMBO EGBE RN | RN, LONG TERM CARE Highest-paid employee | 50 | $134,379 | $0 | $20,060 |
| PRECIOUS ORUGBANI RN | RN, LONG TERM CARE Highest-paid employee | 50 | $109,032 | $0 | $33,241 |
| BRIAN HENDERSON RN | DIRECTOR OF NURSING Highest-paid employee | 50 | $117,195 | $0 | $5,887 |
| ELSA ALLSCHWANG RN | RN, LONG TERM CARE Highest-paid employee | 50 | $108,995 | $0 | $2,804 |
| MARGARET VAUGHAN | AVP OF FINANCE, ASCENSION LIVING (START 5/2025) Officer | 0 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LISA ANN MUSGRAVE MHA BSN RN | SENIOR VP, POST-ACUTE AND AT-HOME SERVICES//CHAIR (START 1/2024) Trustee or director, Officer | 0 | $0 | $1,150,413 | $53,389 |
| DAVID J BORDO MD | DIRECTOR (END 12/2023) Trustee or director | 0 | $0 | $715,547 | $55,285 |
| DANIEL STRICKER | FORMER OFFICER (END 8/2022) Former | 0 | $0 | $641,193 | $0 |
| MICHAEL ROBERT GORDON | CFO, ASCENSION LIVING (END 8/2023) Officer | 0 | $0 | $531,953 | $34,547 |
| RYAN BREEDLOVE | DIRECTOR/VP POST ACUTE CONTINUING CARE & AT HOME SERVICES (START 1/2024) Trustee or director, Officer | 0 | $0 | $381,449 | $50,101 |
| ERIN SHADBOLT | VP POST ACUTE & AT-HOME SERVICES & CEO (START 5/2024)/SECRETARY (START 1/2024) Trustee or director, Officer | 0 | $0 | $319,145 | $47,152 |
| KENNETH R SMOOT | DIRECTOR/CHIEF MISSION INTEGRATION OFFICER (START 1/2024) Trustee or director | 0 | $0 | $289,923 | $27,910 |
| ROBIN T BINEK | AVP OF FINANCE, ASCENSION LIVING/TREASURER (START 9/2023) Trustee or director, Officer | 0 | $0 | $235,530 | $46,195 |
| FLORENCE EPSE EGBE AYUK RN | RN, LONG TERM CARE Highest-paid employee | 50 | $252,104 | $0 | $1,775 |
| KENDRA WORDS | EXECUTIVE DIRECTOR Key employee | 50 | $184,200 | $0 | $25,587 |
| SANDRA REYNOLDS | ADMINISTRATOR, NURSING HOME Highest-paid employee | 50 | $136,110 | $0 | $14,248 |
| BRIAN HENDERSON RN | DIRECTOR OF NURSING Highest-paid employee | 50 | $135,769 | $0 | $6,964 |
| ELSA ALLSCHWANG RN | RN, LONG TERM CARE Highest-paid employee | 50 | $105,418 | $0 | $2,714 |
| KOKO EKPENYONG IRINGERE RN | REGISTERED NURSE Highest-paid employee | 50 | $104,439 | $0 | $2,089 |
| BRAD S FOLEY | CHAIR (END 12/2023) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KAREN LAUER | DIRECTOR (END 12/2023) Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DANIEL STRICKER | PRESIDENT & CEO, ASCENSION LIVING (END 8/2022) Officer | 0 | $0 | $875,500 | $25,705 |
| DAVID J BORDO MD | DIRECTOR Trustee or director | 0 | $0 | $624,450 | $48,810 |
| MICHAEL ROBERT GORDON | CFO, ASCENSION LIVING Officer | 0 | $0 | $438,596 | $42,377 |
| LISA ANN MUSGRAVE MHA BSN RN | SENIOR VP, POST-ACUTE AND AT-HOME SERVICES Officer | 0 | $0 | $363,090 | $25,944 |
| KENDRA WORDS | EXECUTIVE DIRECTOR Key employee | 50 | $173,827 | $0 | $24,332 |
| BRIAN HENDERSON RN | DIRECTOR OF NURSING Highest-paid employee | 50 | $138,158 | $0 | $6,706 |
| ELSA ALLSCHWANG RN | RN, LONG TERM CARE Highest-paid employee | 50 | $104,833 | $0 | $2,641 |
| KAREN LAUER | DIRECTOR Trustee or director | 0 | $0 | $37,121 | $6,131 |
| BRAD S FOLEY | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 45998, SAINT LOUIS, MO 63145-5998
- Principal officer (990 for 2024)
- ERIN SHADBOLT CEO, C/O TAX DEPARTMENT PO BOX 45998, ST LOUIS, MO 631455998
- Signed the 990
- JENNIFER RICHTER, ASSOCIATE VICE PRESIDENT, TAX
- Phone
- (314) 733-8000
- Return prepared by
- ERNST & YOUNG US LLP
Mission
ROOTED IN THE LOVING MINISTRY OF JESUS AS HEALER, WE COMMIT OURSELVES TO SERVING ALL PERSONS WITH SPECIAL ATTENTION TO THOSE WHO ARE POOR AND VULNERABLE. OUR CATHOLIC HEALTH MINISTRY IS DEDICATED TO SPIRITUALLY-CENTERED, HOLISTIC CARE WHICH SUSTAINS AND IMPROVES THE HEALTH OF INDIVIDUALS AND COMMUNITIES. WE ARE ADVOCATES FOR A COMPASSIONATE AND JUST SOCIETY THROUGH OUR ACTIONS AND OUR WORDS.
Program accomplishments
- THE FILING ORGANIZATION IS A PART OF THE ASCENSION CATHOLIC HEALTH MINISTRY. ASCENSION IS A FAITH-BASED HEALTHCARE ORGANIZATION THAT DELIVERS PERSONALIZED, COMPASSIONATE CARE TO ALL, ESPECIALLY TO THOSE WHO NEED IT THE MOST. ALEXIAN VILLAGE OF MILWAUKEE, INC. ("AVM") IS A CONTINUING CARE RETIREMENT COMMUNITY, WHICH INCLUDES A SKILLED NURSING FACILITY (SNF). OUR SNF, INSPIRED BY THE HEALING MISSION OF THE ALEXIAN BROTHERS TO THE ELDERLY, PROVIDES A CONTINUUM OF CARE TO RESIDENTS THAT MAXIMIZES DIGNITY AND INDEPENDENCE. ROOTED IN THE CATHOLIC TRADITION OF CARING, THE STAFF IS COMMITTED TO PROMOTING THE WELL-BEING OF THOSE WE SERVE THROUGH THE DELIVERY OF QUALITY CARE. THE SNF HAS 105 BEDS WITH AN AVERAGE OCCUPANCY OF 74. IN FY 2025, 17,201 DAYS OF CARE WERE PROVIDED TO MEDICAID RECIPIENTS. 1,781 DAYS WERE PROVIDED TO MEDICARE RECIPIENTS. AS A CHARITABLE ORGANIZATION, IT IS RECOGNIZED THAT NOT ALL PERSONS SERVED POSSESS THE ABILITY TO PURCHASE ESSENTIAL SERVICES. FOR MEDICAID RESIDENTS WE WERE REIMBURSED LESS THAN OUR COSTS. AVM HAS AN ASSISTED LIVING FACILITY (AL). LICENSED AS A COMMUNITY BASED RESIDENTIAL FACILITY (CBRF) THIS AREA CARES FOR 37 PERSONS EACH DAY. THE RESIDENTS NEED SUPPORT 24 HOURS A DAY RANGING FROM SIMPLE ASSISTANCE TO THOSE WITH SEVERE SIGNS OF DEMENTIA. REGARDLESS OF ONE'S ABILITY TO PAY, AVM CONTINUES TO PROVIDE CARE FOR ITS RESIDENTS. IN ADDITION, WE WERE REIMBURSED $1,193,229 FOR MEDICAID RESIDENTS LIVING IN THIS AREA. FOR ALL LEVELS OF CARE WE MAINTAIN AN ACTIVE PASTORAL CARE STAFF THAT VISITS RESIDENTS FREQUENTLY, PROVIDES DAILY MASS AND PASTORAL COUNSELING. ALL RELIGIONS ARE SUPPORTED. AVM INCLUDES INDEPENDENT APARTMENTS. AVM HAS 232 INDEPENDENT APARTMENTS AND AVERAGES 93 PERSONS. MANY OF AVM RESIDENTS HAVE A LIFE CARE CONTRACT WHEREBY AVM AGREES TO PROVIDE SERVICES IN OUR SNF AND AL AREAS AT THEIR APARTMENT RENT PLUS A SMALL ADDITIONAL FEE, FOR THE REST OF THE RESIDENT'S LIFE. RENTAL CONTRACTS ARE ALSO AVAILABLE. ON ALL LEVELS OF CARE, WHERE REIMBURSEMENT IS LESS THAN COST, AVM ABSORBS THE DIFFERENCE IN MEETING ITS MISSION TO THE COMMUNITY. THIS IS REGARDLESS OF RACE, CREED, SEX, ORIGIN, HANDICAP, AGE OR ABILITY TO PAY. RESIDENTS AND EMPLOYEES ARE ACTIVE IN PROVIDING SUPPORT TO OUR LOCAL COMMUNITY THROUGH SUCH THINGS AS TUTORING, AND PROVIDING MEALS TO THE HOMELESS. REGARDLESS OF ONE'S ABILITY TO PAY, AVM CONTINUES TO PROVIDE CARE FOR ITS RESIDENTS. ALEXIAN VILLAGE OF MILWAUKEE, INC. OFFERS ADULT DAY CARE AND OTHER PROGRAMS THAT SERVE AN AVERAGE OF 26.72 CLIENTS PER DAY. THE ADULT DAY CARE IS A SOCIAL MODEL THAT OFFERS SERVICES FOR THE SURROUNDING COMMUNITY. OVER 85% OF THE CLIENTS QUALIFY FOR THE MEDICAID PROGRAM. THE SERVICES OFFERED TO THE COMMUNITY INCLUDE EDUCATIONAL, FITNESS, MEMORY AND WELLNESS PROGRAMS. STRENGTHENED BY COMMUNITY, PRAYER, COMMITMENT TO THE POOR, AND THE LEGACY OF ITS FOUNDERS, THE ALEXIAN BROTHERS WITNESS THE HEALING CHRIST BY A HOLISTIC APPROACH TO PROMOTING HEALTH AND CARE FOR THE SICK, DYING, AGED AND UNWANTED.Expenses $16,362,314 · revenue $15,725,486
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
- 39-1351584
- 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
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $19,957,317
- Income (IRS master file)
- $16,263,869
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $16,263,869 | $20,235,939 | $19,957,317 | IRS |
| 990 | June 2024 | $17,059,466 | $18,912,899 | $19,923,536 | IRS |
| 990 | June 2023 | $15,176,426 | $33,601,766 | $19,757,536 | XML |
| 990 | June 2022 | $15,526,575 | $22,369,582 | $38,247,495 | 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 39-1351584).
Questions about ASCENSION LIVING ALEXIAN VILLAGE MILWAUKEE
- What is the EIN of ASCENSION LIVING ALEXIAN VILLAGE MILWAUKEE?
- The employer identification number (EIN) of ASCENSION LIVING ALEXIAN VILLAGE MILWAUKEE is 39-1351584.
- Is ASCENSION LIVING ALEXIAN VILLAGE MILWAUKEE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Which annual return does ASCENSION LIVING ALEXIAN VILLAGE MILWAUKEE 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 ASCENSION LIVING ALEXIAN VILLAGE MILWAUKEE 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 ASCENSION LIVING ALEXIAN VILLAGE MILWAUKEE 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 ASCENSION LIVING ALEXIAN VILLAGE MILWAUKEE?
- The 990 for the year ended June 30, 2025 names ERIN SHADBOLT CEO.
- Who are the officers and directors of ASCENSION LIVING ALEXIAN VILLAGE MILWAUKEE?
- The 990 for the year ended June 30, 2025 lists 13 people; 6 received compensation from the organization.
- How much revenue does ASCENSION LIVING ALEXIAN VILLAGE MILWAUKEE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $16,263,869, expenses of $20,235,939 and total assets of $19,957,317 at year end.
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