Nonprofit · EIN 39-1531532
HARWOOD PLACE INC
Tax-exempt · WAUWATOSA, WI 53213
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $14,802,371 | $9,339,463 | $5,462,908 | $23,279,817 | $30,063,149 | -$6,783,332 |
| December 31, 2024 | 990 | $9,475,104 | $8,991,789 | $483,315 | $19,171,887 | $31,328,450 | -$12,156,563 |
| December 31, 2023 | 990 | $11,256,603 | $8,785,117 | $2,471,486 | $18,194,280 | $31,263,787 | -$13,069,507 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $4,945,395
- Program service revenue
- $9,571,688
- Investment income
- $285,288
- Net gain from sales of assets
- $92,728
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $127,728
- Other salaries and wages
- $3,311,504
- Salaries, compensation and benefits (total)
- $4,061,294
- Professional fundraising fees
- $0
- Accounting fees
- $19,822
- Occupancy
- $726,373
- Travel
- $11,709
- Depreciation
- $1,824,660
- Program services (functional)
- $7,225,643
- Management and general (functional)
- $2,113,820
Balance sheet and other
- Total assets, start of year
- $19,171,887
- Total assets, end of year
- $23,279,817
- Total liabilities, end of year
- $30,063,149
- Net assets, end of year
- -$6,783,332
- Land, buildings and equipment
- $15,283,878
- Publicly traded securities
- $6,391,671
- Net assets without donor restrictions
- -$7,000,051
- Net assets with donor restrictions
- $216,719
- Gross receipts
- $14,832,227
- Employees
- 127
- Volunteers
- 94
- Year formed
- 1988
- State of legal domicile
- DE
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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KATHY CAVERS | PRESIDENT & CEO Officer | 16 | $0 | $275,705 | $21,814 |
| HENRIK CLAUSEN | VP OF FINANCE & CFO Officer | 16 | $0 | $160,865 | $13,594 |
| SHERI POLCZYNSKI | EXECUTIVE DIRECTOR Officer | 40 | $124,453 | $0 | $3,275 |
| DAVE SANDSTROM | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MERILOU GONZALES | VICE CHAIRPERSON (THRU 04/25) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KRIS SURMA | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BEN KEBBEKUS | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DIANE EHN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BRENDA BUCHANAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JIM DENOR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MIKE HODAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BEN JUECH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN KILB | DIRECTOR (THRU 04/25) Trustee or director | 1 | $0 | $0 | $0 |
| LINDSEY KRIETE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ADELE LUND | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARY MUELLER | DIRECTOR Trustee or director | 1 | $0 |
| HARRIET PEDERSEN | DIRECTOR Trustee or director | 1 | $0 |
| RON PHILLEO | DIRECTOR (THRU 04/25) Trustee or director | 1 | $0 |
| REV RANDY RAASCH | DIRECTOR Trustee or director | 1 | $0 |
| TIM REARDON | DIRECTOR (THRU 04/25) Trustee or director | 1 | $0 |
| PAUL ROSENBERG | DIRECTOR Trustee or director | 1 | $0 |
| KATIE TRISKA WIEMER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 20 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KATHY CAVERS | PRESIDENT & CEO Officer | 16 | $0 | $252,326 | $26,709 |
| HENRIK CLAUSEN | VP OF FINANCE & CFO Officer | 16 | $0 | $144,180 | $13,863 |
| SHERI POLCZYNSKI | EXECUTIVE DIRECTOR Officer | 40 | $108,707 | $0 | $3,214 |
| DAVE SANDSTROM | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MERILOU GONZALES | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KRIS SURMA | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DIANE EHN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHYTANIA BROWN | DIRECTOR (THRU 07/24) Trustee or director | 1 | $0 | $0 | $0 |
| JIM DENOR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MIKE HODAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BEN JUECH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BEN KEBBEKUS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN KILB | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GARY MUELLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HARRIET PEDERSEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RON PHILLEO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| REV RANDY RAASCH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TIM REARDON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PAUL ROSENBERG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KATIE TRISKA WIEMER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KATHY CAVERS | PRESIDENT & CEO Officer | 16 | $0 | $241,897 | $24,176 |
| HENRIK CLAUSEN | VP OF FINANCE & CFO Officer | 16 | $0 | $141,869 | $8,995 |
| SHERI POLCZYNSKI | EXECUTIVE DIRECTOR Officer | 40 | $106,876 | $0 | $2,999 |
| TIM REARDON | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVE SANDSTROM | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KRIS SURMA | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DIANE EHN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHYTANIA BROWN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JIM DENOR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MERILOU GONZALES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| AARON HOLTEBECK | DIRECTOR (THRU APR 2023) Trustee or director | 1 | $0 | $0 | $0 |
| BEN JUECH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BEN KEBBEKUS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN KILB | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GARY MUELLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HARRIET PEDERSEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RON PHILLEO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DIANA RAASCH | DIRECTOR (THRU APR 2023) Trustee or director | 1 | $0 | $0 | $0 |
| PAUL ROSENBERG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID SINENSE | DIRECTOR (THRU APR 2023) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 7500 W NORTH AVE, WAUWATOSA, WI 53213-1717
- In care of
- % LUE HANG
- Principal officer (990 for 2025)
- KATHRYN CAVERS, 7500 W NORTH AVENUE, WAUWATOSA, WI 53213
- Signed the 990
- KATHRYN CAVERS, PRESIDENT & CEO
- Phone
- (414) 256-6800
- Website
- WWW.THELUTHERANHOME.ORG
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
HARWOOD PLACE, INC. IS DEDICATED TO SERVING OLDER ADULTS AND ENRICHING THE LIVES OF THOSE WE TOUCH BY PROVIDING COMPASSIONATE AND LOVING CARE.
Program accomplishments
- RETIREMENT HOUSING - HARWOOD LEASES 169 INDEPENDENT LIVING APARTMENTS THAT ARE ALL LICENSED AS RCAC'S. THE APARTMENTS RANGE IN SQUARE FOOTAGE WITH ONE OR TWO BEDROOM OPTIONS. SERVICES OFFERED INCLUDE A WELLNESS CENTER, RESTAURANT, GIFT SHOP, EXTRACURRICULAR ACTIVITIES, MEAL PLAN, HOUSEKEEPING SERVICES, LAUNDRY ROOMS, GUEST ROOMS, IN-HOUSE BEAUTY SHOP, CHAPEL SERVICES, AND RCAC SERVICES. DURING THE YEAR HARWOOD AVERAGED 146 LEASED APARTMENTS.Expenses $5,107,226 · revenue $7,143,606
- COMMUNITY BASED RESIDENTIAL FACILITY - HARWOOD HAS A 32 UNIT CBRF FOR FRAIL ELDERLY NOT NEEDING NURSING HOME SERVICES YET BUT UNABLE TO LIVE INDEPENDENTLY. THE SERVICES OFFERED ARE 24 HOUR NURSING SERVICES, 3 MEALS PER DAY, HOUSEKEEPING, AND LAUNDRY SERVICES. THE CBRF RESIDENTS ALSO HAVE ACCESS TO THE WELLNESS CENTER, IN-HOUSE BEAUTY SHOP, CHAPEL SERVICES, AND EXTRACURRICULAR ACTIVITIES. DURING THE YEAR HARWOOD AVERAGED 30 FILLED CBRF ROOMS.Expenses $2,118,417 · revenue $2,428,082
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
- 39-1531532
- 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
- 1990
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22Z)
- Assets (IRS master file)
- $23,279,817
- Income (IRS master file)
- $14,832,227
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $14,802,371 | $9,339,463 | $23,279,817 | XML |
| 990 | December 2024 | $9,475,104 | $8,991,789 | $19,171,887 | XML |
| 990 | December 2023 | $11,256,603 | $8,785,117 | $18,194,280 | XML |
| 990 | December 2022 | $8,118,348 | $8,422,595 | $17,346,361 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | 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 39-1531532).
Questions about HARWOOD PLACE INC
- What is the EIN of HARWOOD PLACE INC?
- The employer identification number (EIN) of HARWOOD PLACE INC is 39-1531532.
- Is HARWOOD PLACE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to HARWOOD PLACE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HARWOOD PLACE 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 HARWOOD PLACE 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 HARWOOD PLACE 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 HARWOOD PLACE INC?
- The 990 for the year ended December 31, 2025 names KATHRYN CAVERS.
- Who are the officers and directors of HARWOOD PLACE INC?
- The 990 for the year ended December 31, 2025 lists 22 people; 1 received compensation from the organization.
- How much revenue does HARWOOD PLACE INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $14,802,371, expenses of $9,339,463 and total assets of $23,279,817 at year end.
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