Nonprofit · EIN 61-1517711
ILLUMINUS RETIREMENT COMMUNITIES INC
Tax-exempt · WATERTOWN, WI 53098
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $53,899,385 | $57,567,941 | -$3,668,556 | $79,801,224 | $65,005,850 | $14,795,374 |
| June 30, 2024 | 990 | $25,563,854 | $29,055,215 | -$3,491,361 | $81,493,976 | $63,132,013 | $18,361,963 |
| December 31, 2023 | 990 | $65,337 | $605,491 | -$540,154 | $5,673,756 | $6,427,353 | -$753,597 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $53,327,584
- Investment income
- $38,910
- Net gain from sales of assets
- $4,874
- Other revenue
- $532,891
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $18,900,862
- Salaries, compensation and benefits (total)
- $22,187,585
- Professional fundraising fees
- $0
- Legal fees
- $97,469
- Accounting fees
- $65,737
- Occupancy
- $1,684,677
- Travel
- $242,187
- Depreciation
- $4,948,614
- Program services (functional)
- $50,484,995
- Management and general (functional)
- $7,082,946
Balance sheet and other
- Total assets, start of year
- $81,493,976
- Total assets, end of year
- $79,801,224
- Total liabilities, end of year
- $65,005,850
- Net assets, end of year
- $14,795,374
- Land, buildings and equipment
- $56,598,152
- Publicly traded securities
- $1,708,340
- Net assets without donor restrictions
- $14,795,374
- Gross receipts
- $53,899,385
- Employees
- 0
- Volunteers
- 9
- Year formed
- 2007
- 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 |
|---|---|---|---|---|---|
| MATTHEW MAUTHE | CEO Officer | 5 | $0 | $669,611 | $27,113 |
| MICHAEL LIBBY | SVP OF OPERATIONS Officer | 5 | $0 | $331,150 | $22,078 |
| NICOLE CHWALA | CFO Officer | 5 | $0 | $297,163 | $26,894 |
| JUSTIN MUNZEL | SENIOR VP OF COMMONHEART Key employee | 5 | $0 | $222,386 | $25,787 |
| MARK PIETROWIAK | VP OF BUSINESS DEVELOPMENT Key employee | 5 | $0 | $219,632 | $26,648 |
| JEFF HACKEL | SVP OF HR Key employee | 5 | $0 | $221,648 | $22,887 |
| SHERRY CIRA | SVP OF ADMINISTRATION Key employee | 5 | $0 | $231,019 | $7,476 |
| DAVID BERTSCH | SVP OF FACILITIES AND CONSTRUCTION Highest-paid employee | 5 | $0 | $180,010 | $16,711 |
| KEITH VANLANDUYT | SVP OF MARKETING AND PHILANTHROPY Highest-paid employee | 5 | $0 | $188,017 | $7,192 |
| JENNIFER JOHNSON | EXECUTIVE DIRECTOR-THE MAR Key employee | 5 | $0 | $163,698 | $22,802 |
| GARY THORPE | VP OF HUMAN RESOURCES Key employee | 5 | $0 | $160,918 | $21,600 |
| MIKE JONES | EXECUTIVE DIRECTOR Highest-paid employee | 5 | $0 | $165,761 | $14,179 |
| SUZANNE WHITTY | EXECUTIVE DIRECTOR Highest-paid employee | 5 | $0 | $150,061 | $13,407 |
| NICOLE MARTIN | SVP OF SALES Highest-paid employee | 5 | $0 | $133,166 | $5,306 |
| KEN SMITH | PRESIDENT OF ILLUMINUS Officer | 5 | $0 | $74,009 | $3,046 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TODD FISCHER | PRESIDENT Trustee or director | 0.5 | $0 |
| ROBERT MEIDENBAUER | SECRETARY/TREASURER Trustee or director | 0.5 | $0 |
| SCOTT DETTMANN | ASST SECRETARY/ASST TREASURER Trustee or director | 0.5 | $0 |
| DENNIS KONKOL | BOARD MEMBER Trustee or director | 0.5 | $0 |
| KEVIN KOHLHOFF | BOARD MEMBER Trustee or director | 0.5 | $0 |
| REV KATE VAN DER LINDEN | BOARD MEMBER Trustee or director | 0.5 | $0 |
| LYNNE WAGNER | BOARD MEMBER Trustee or director | 0.5 | $0 |
| STEVER HEROUX | BOARD MEMBER Trustee or director | 0.5 | $0 |
| JULIE MARKS | CFO Officer | 5 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL LIBBY | COO Trustee or director, Officer | 5 | $0 |
| NICOLE CHWALA | CFO Trustee or director, Officer | 5 | $0 |
| MATTHEW MAUTHE | CEO Trustee or director, Officer | 5 | $0 |
| TERRY SCHLEIF | CHAIR Trustee or director | 1 | $0 |
| KIM SUHS | VICE CHAIR Trustee or director | 1 | $0 |
| JIM FETT | BOARD MEMBER Trustee or director | 1 | $0 |
| MIKE KROLCZYK | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MATTHEW MAUTHE | CEO Trustee or director, Officer | 5 | $0 | $626,375 | $32,070 |
| NICOLE CHWALA | CFO Trustee or director, Officer | 5 | $0 | $284,971 | $33,417 |
| MICHAEL LIBBY | COO Trustee or director, Officer | 5 | $0 | $255,495 | $39,017 |
| TERRY SCHLEIF | CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| KIM SUHS | VICE CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| JIM FETT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MIKE KROLCYK | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1045 HILL STREET, WATERTOWN, WI 53098-3001
- In care of
- % MARI BETH BOREK
- Mailing address (990-N for 2021)
- 1045 Hill Street, Watertown WI 53098
- Principal officer (990 for 2024)
- MATTHEW MAUTHE, 1045 HILL STREET, WATERTOWN, WI 53098
- Principal officer (990-N for 2021)
- Nicole Chwala, 1045 Hill Street, Watertown WI 53098
- Signed the 990
- JULIE MARKS, CFO
- Phone
- (920) 961-0400
- Website
- HTTPS://WWW.ILLUMINUS.US/
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
GROUNDED IN FAITH, WE PROMOTE THE HEALTH AND WELL-BEING OF EACH INDIVIDUAL WE SERVE.
Program accomplishments
- ILLUMINUS RETIREMENT COMMUNITIES PROVIDES QUALITY CARE TO THE AGING POPLUATION THROUGH A FULL CONTINUUM OF CARE.Expenses $50,484,995 · revenue $53,419,702
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
- 61-1517711
- 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
- 2008
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L220)
- Assets (IRS master file)
- $79,801,224
- Income (IRS master file)
- $53,899,385
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $53,899,385 | $57,567,941 | $79,801,224 | IRS |
| 990 | June 2024 | $25,563,854 | $29,055,215 | $81,493,976 | IRS |
| 990 | December 2023 | $65,337 | $605,491 | $5,673,756 | XML |
| 990 | December 2022 | $107,296 | $149,076 | $4,564,948 | IRS |
| 990-N for 2021 Officer: Nicole Chwala | December 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Julie Marks | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2012 Officer: Mari Beth Borek | December 31, 2012 | ≤ $50,000 receipts | – | – | e-Postcard |
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 61-1517711).
Questions about ILLUMINUS RETIREMENT COMMUNITIES INC
- What is the EIN of ILLUMINUS RETIREMENT COMMUNITIES INC?
- The employer identification number (EIN) of ILLUMINUS RETIREMENT COMMUNITIES INC is 61-1517711.
- Is ILLUMINUS RETIREMENT COMMUNITIES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to ILLUMINUS RETIREMENT COMMUNITIES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ILLUMINUS RETIREMENT COMMUNITIES 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 ILLUMINUS RETIREMENT COMMUNITIES 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 ILLUMINUS RETIREMENT COMMUNITIES 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 ILLUMINUS RETIREMENT COMMUNITIES INC?
- The 990 for the year ended June 30, 2025 names MATTHEW MAUTHE.
- Who are the officers and directors of ILLUMINUS RETIREMENT COMMUNITIES INC?
- The 990 for the year ended June 30, 2025 lists 24 people; 0 received compensation from the organization.
- How much revenue does ILLUMINUS RETIREMENT COMMUNITIES INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $53,899,385, expenses of $57,567,941 and total assets of $79,801,224 at year end.
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