Nonprofit · EIN 41-1936536
WINONA SENIOR SERVICES INC
Tax-exempt · WINONA, MN 55987
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $15,586,004 | $14,302,246 | $1,283,758 | $13,262,614 | $780,777 | $12,481,837 |
| September 30, 2024 | 990 | $14,071,935 | $14,360,393 | -$288,458 | $12,470,570 | $1,272,491 | $11,198,079 |
| September 30, 2023 | 990 | $13,911,823 | $15,396,723 | -$1,484,900 | $12,624,389 | $1,137,852 | $11,486,537 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $604,412
- of which government grants
- $515,660
- Program service revenue
- $14,984,906
- Investment income
- -$3,314
- Net gain from sales of assets
- -$6,604
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $6,305,398
- Salaries, compensation and benefits (total)
- $8,156,237
- Professional fundraising fees
- $0
- Legal fees
- $28,978
- Occupancy
- $177,273
- Travel
- $33,953
- Depreciation
- $614,928
- Program services (functional)
- $12,949,606
- Management and general (functional)
- $1,352,640
Balance sheet and other
- Total assets, start of year
- $12,470,570
- Total assets, end of year
- $13,262,614
- Total liabilities, end of year
- $780,777
- Net assets, end of year
- $12,481,837
- Land, buildings and equipment
- $2,500,181
- Net assets without donor restrictions
- $12,481,837
- Gross receipts
- $15,592,608
- Employees
- 234
- Volunteers
- 18
- Year formed
- 1999
- State of legal domicile
- MN
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Matthew Broghammer MD | Director Trustee or director | 1 | $0 | $534,256 | $97,763 |
| Rachelle Heising-Schultz | President/CEO/Director Trustee or director, Officer | 1 | $0 | $499,825 | $82,090 |
| Katrina Hammel MD | Director Trustee or director | 1 | $0 | $347,912 | $74,850 |
| E Allen Beguin MD | Director Trustee or director | 1 | $0 | $283,526 | $62,527 |
| Nicholas Modjeski MD | Director Trustee or director | 1 | $0 | $263,268 | $55,449 |
| Jessica Remington | CFO/Treasurer Officer | 1 | $0 | $224,369 | $31,467 |
| Denise Foss | RN Lake Winona Manor Highest-paid employee | 55 | $158,359 | $0 | $19,662 |
| Logan Dick | RN Lake Winona Manor Highest-paid employee | 48 | $112,510 | $0 | $43,719 |
| Katarzyna Konopko | Nurse Manager Highest-paid employee | 48 | $129,839 | $0 | $26,228 |
| Linda Atkinson | Administrator Highest-paid employee | 40 | $116,497 | $0 | $37,791 |
| Stephanie Schultz | RN Hospice Highest-paid employee | 40 | $100,426 | $0 | $14,809 |
| Brian Semling | Director Trustee or director | 1 | $0 | $0 | $0 |
| Dave Gilmer | Director Trustee or director | 1 | $0 | $0 | $0 |
| David Vaselaar | Director (Oct-Dec)/Chair (Jan-Sep) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Fatima Said | Director Trustee or director | 1 | $0 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Greg Evans | Director Trustee or director | 1 | $0 |
| Hugh Miller | Director Trustee or director | 1 | $0 |
| Ken Mogren | Chair (thru Jan) Trustee or director, Officer | 1 | $0 |
| Phil Sonnenberg | Director Trustee or director | 1 | $0 |
| Robert Williams | Director Trustee or director | 1 | $0 |
| Sandra Burke | Director Trustee or director | 1 | $0 |
| Steve Blue | Director Trustee or director | 1 | $0 |
| Todd Paulson | Vice Chair Trustee or director, Officer | 1 | $0 |
990 for the year ended September 30, 2024: 23 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Matthew Broghammer MD | Director Trustee or director | 1 | $0 | $577,445 | $93,153 |
| Rachelle Heising-Schultz | President/CEO/Director Trustee or director, Officer | 2 | $0 | $598,839 | $58,288 |
| Katrina Hammel MD | Director Trustee or director | 1 | $0 | $364,813 | $69,860 |
| E Allen Beguin MD | Director Trustee or director | 1 | $0 | $274,105 | $57,812 |
| Nicholas Modjeski MD | Director Trustee or director | 1 | $0 | $252,641 | $50,808 |
| Jessica Remington | CFO/Treasurer Officer | 1 | $0 | $185,124 | $28,713 |
| Katarzyna Konopko | Nurse Manager Highest-paid employee | 50 | $140,753 | $0 | $24,556 |
| Linda Atkinson | Administrator Highest-paid employee | 40 | $116,058 | $0 | $37,610 |
| Jennifer Hemstock | RN Highest-paid employee | 40 | $110,984 | $0 | $37,964 |
| Denise Foss | RN Lake Winona Manor Highest-paid employee | 55 | $147,419 | $0 | $0 |
| Kaela Huntley | Clinical Care Nurse Lead Highest-paid employee | 46 | $117,297 | $0 | $24,195 |
| Ken Mogren | Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Steve Blue | Director Trustee or director | 1 | $0 | $0 | $0 |
| Hugh Miller | Director Trustee or director | 1 | $0 | $0 | $0 |
| Sandra Burke | Director Trustee or director | 1 | $0 | $0 | $0 |
| Greg Evans | Director Trustee or director | 1 | $0 | $0 | $0 |
| Brian Semling | Director Trustee or director | 1 | $0 | $0 | $0 |
| Robert Williams | Director Trustee or director | 1 | $0 | $0 | $0 |
| David Vaselaar | Director Trustee or director | 1 | $0 | $0 | $0 |
| Fatima Said | Director Trustee or director | 1 | $0 | $0 | $0 |
| Todd Paulson | Director Trustee or director | 1 | $0 | $0 | $0 |
| Dave Gilmer | Director Trustee or director | 1 | $0 | $0 | $0 |
| Toni Highum | Director (Until Dec 23) Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 24 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Matthew Broghammer MD | Director Trustee or director | 1 | $0 | $658,129 | $83,342 |
| Rachelle Heising-Schultz | President/CEO/Director Trustee or director, Officer | 4 | $0 | $616,074 | $73,406 |
| Katrina Hammel MD | Director Trustee or director | 1 | $0 | $346,918 | $69,609 |
| Jan Brosnahan | CFO/Treasurer (Oct-June) Officer | 1 | $0 | $291,015 | $53,442 |
| E Allen Beguin MD | Director Trustee or director | 1 | $0 | $272,250 | $55,238 |
| Nicholas Modjeski MD | Director Trustee or director | 1 | $0 | $240,183 | $46,990 |
| Theresa Dillinger | Clinical Care Nurse Lead Highest-paid employee | 55 | $151,282 | $0 | $36,222 |
| Jessica Remington | CFO/Treasurer (As of July) Officer | 1 | $0 | $143,074 | $21,503 |
| Linda Atkinson | Administrator Highest-paid employee | 40 | $117,901 | $0 | $37,892 |
| Katarzyna Konopko | Nurse Manager Highest-paid employee | 50 | $139,281 | $0 | $13,129 |
| Jennifer Hemstock | RN Highest-paid employee | 40 | $110,694 | $0 | $19,636 |
| Stephanie Thesing | RN Care Coordinator Highest-paid employee | 46 | $101,753 | $0 | $7,810 |
| Ken Mogren | Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Steve Blue | Director Trustee or director | 1 | $0 | $0 | $0 |
| Hugh Miller | Director Trustee or director | 1 | $0 | $0 | $0 |
| Toni Highum | Director Trustee or director | 1 | $0 | $0 | $0 |
| Sandra Burke | Director Trustee or director | 1 | $0 | $0 | $0 |
| Greg Evans | Director Trustee or director | 1 | $0 | $0 | $0 |
| Brian Semling | Director Trustee or director | 1 | $0 | $0 | $0 |
| Robert Williams | Director Trustee or director | 1 | $0 | $0 | $0 |
| David Vaselaar | Director Trustee or director | 1 | $0 | $0 | $0 |
| Fatima Said | Director Trustee or director | 1 | $0 | $0 | $0 |
| Todd Paulson | Director Trustee or director | 1 | $0 | $0 | $0 |
| Dave Gilmer | Director Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5600, WINONA, MN 55987-0600
- In care of
- % JAN P BROSNAHAN
- Principal officer (990 for 2024)
- Rachelle Heising-Schultz, 855 Mankato Avenue, Winona, MN 55987
- Signed the 990
- Jessica Remington, CFO
- Phone
- (507) 454-3650
- Website
- www.winonahealth.org
- Return prepared by
- Eide Bailly LLP
Mission
To inspire, recognize, and empower the caregivers in all of us.
Program accomplishments
- Winona Senior Services, Inc. (WSS) supports and serves the healthcare needs of senior citizens living in the Winona, Minnesota, region. It includes the following services:* Lake Winona Manor, a 80-bed skilled, long-term care nursing facility* Watkins Manor, an assisted living facility with 53 units. * Adith Miller and Roger Metz Manors, memory care residences that provide a home to up to 20 dementia-affected individuals. * Winona Area Hospice Services, caring for an average of 43 residents per day with terminal illnesses(Continued on Schedule O)Additional programs that benefit the community include:Health Professional Training: WSS works closely with nurse education programs in the community to provide clinical sites for LPNs, RNs, and CNAs for assistance and training completion with our residents. Students provide supervised nursing care. We also provide practicums for the therapeutic recreation and social work students through Winona State University. Preventive Care: WSS encourages preventive care through a number of resources. WSS participates in a number of educational opportunities for the community on topics relating to care of the aging parent, home care, Hospice and choosing independent or assisted living. WSS provides ongoing training expenses for certifications (e.g., Trained Medication Assistant programs) at no cost to their employees.Community Relations: WSS works with many area nonprofit organizations to support the care of the elderly and health-related activities. Many staff speak to outside civic, educational and non-profit groups, as well as actively participating in community events. Staff of WSS serve on committees and groups to support the provision of senior care services and advocacy for the local community and throughout the State of Minnesota.Community Education: WSS offers a grief support group. Staff adapted activities to ensure resident safety, minimize the impact of prolonged isolation and incorporated creative ways to involve family. All senior care services offer an active media presence and provide opportunities for families and client supports by engaging in service-related councils.WSS is committed to being a "dementia friendly" community, partnering with other non-profit organizations in the community to care for this vulnerable population. The Namaste program implemented by Lake Winona Manor in May of 2017 seeks to improve the lives of people with advanced dementia, through a spa-like experience. People with dementia are often confused or upset by the noises around them. Residents can have their hair done, nails painted, hands, feet or face massaged, feet or face soaked, while soft, calming music is played and soothing scents (aromatherapy) fill the air. The Namaste program dedicates one-on-one time with the resident while creating a calm and therapeutic environment to help the individual feel less anxious. Charity Care: WSS provides medical care to the community regardless of an individual's ability to pay.Expenses $12,949,606 · revenue $14,984,906
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 41-1936536
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1999
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E910)
- Assets (IRS master file)
- $13,262,614
- Income (IRS master file)
- $15,592,608
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $15,586,004 | $14,302,246 | $13,262,614 | XML |
| 990 | September 2024 | $14,071,935 | $14,360,393 | $12,470,570 | XML |
| 990 | September 2023 | $13,911,823 | $15,396,723 | $12,624,389 | XML |
| 990 | September 2022 | $14,304,409 | $13,741,549 | $13,988,297 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 41-1936536).
Questions about WINONA SENIOR SERVICES INC
- What is the EIN of WINONA SENIOR SERVICES INC?
- The employer identification number (EIN) of WINONA SENIOR SERVICES INC is 41-1936536.
- Is WINONA SENIOR SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to WINONA SENIOR SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WINONA SENIOR 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 WINONA SENIOR SERVICES INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WINONA SENIOR SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of WINONA SENIOR SERVICES INC?
- The 990 for the year ended September 30, 2025 names Rachelle Heising-Schultz.
- Who are the officers and directors of WINONA SENIOR SERVICES INC?
- The 990 for the year ended September 30, 2025 lists 23 people; 5 received compensation from the organization.
- How much revenue does WINONA SENIOR SERVICES INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $15,586,004, expenses of $14,302,246 and total assets of $13,262,614 at year end.
Other nonprofits in WINONA
- WINONA HEALTH SERVICES EIN 41-0713914 · last filed 990 for 2025
- WINONA HEALTH FOUNDATION EIN 41-1879744 · last filed 990 for 2025
- WINONA AREA AMBULANCE SERVICE INC EIN 41-1845488 · last filed 990 for 2025
- ST MARYS UNIVERSITY OF MINNESOTA EIN 41-0695527 · last filed 990 for 2025
- COTTER SCHOOLS EIN 41-1653997 · last filed 990 for 2025
- SLAGGIE FAMILY FOUNDATION EIN 41-1878894 · last filed 990-PF for 2024
- SAINT ANNE OF WINONA EIN 41-0850791 · last filed 990 for 2025
- HIAWATHA VALLEY MENTAL HEALTH CENTER EIN 41-0889423 · last filed 990 for 2025