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Nonprofit · EIN 92-2960344

FRANCISCAN SHORE INC

Tax-exempt · ST FRANCIS, WI 53235

Financials

$591K$249K2023$2.9M$2.9M2023$3.8M$3.1M2024
Revenue Expenses · by fiscal year end
Financials of FRANCISCAN SHORE INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990$3,768,843$3,051,720$717,123$1,030,309$25,000$1,005,309
July 31, 2024990$2,884,385$2,938,745-$54,360$330,186$42,000$288,186
July 31, 2023990$591,189$248,643$342,546$342,546$0$342,546
Financial details: 990 for the year ended July 31, 2025

Revenue

Contributions, gifts and grants
$1,380,169
Program service revenue
$2,369,640
Investment income
$9,756
Other revenue
$9,278

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Occupancy
$1,032,000
Depreciation
$2,779
Program services (functional)
$3,028,968
Management and general (functional)
$22,752

Balance sheet and other

Total assets, start of year
$330,186
Total assets, end of year
$1,030,309
Total liabilities, end of year
$25,000
Net assets, end of year
$1,005,309
Land, buildings and equipment
$43,531
Net assets without donor restrictions
$1,005,309
Gross receipts
$3,768,843
Employees
0
Volunteers
8
Year formed
2023
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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgs
GARY BENNETTSCFO
Officer
1$0$79,174
JOHN GEORGEADMINISTRATOR
Officer
1$0$44,779
MR DANIEL J SCHOLZCHAIR
Trustee or director, Officer
1$0$0
MS BECKY PINTERVICE CHAIR
Trustee or director, Officer
1$0$0
MS KRISTIN JENSENDIRECTOR
Trustee or director
1$0$0
SR ROSE-MARIE KLOTZDIRECTOR
Trustee or director
1$0$0
MS ANNETTE SKAFGAARDDIRECTOR
Trustee or director
1$0$0
MS NICOLE STYLESDIRECTOR
Trustee or director
1$0$0
990 for the year ended July 31, 2024: 5 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JOHN GEORGEADMINISTRATOR
Officer
1$0$121,615$4,235
GARY BENNETTSCFO
Officer
1$0$57,225$0
SR JOANNE SCHATZLEINOSF/PRESIDENT
Trustee or director, Officer
1$0$0$0
SR CHARLOTTE ROOSTOSF/VICE PRESIDENT
Trustee or director, Officer
1$0$0$0
SR SYLVIA ANNE SHELDONOSF/SECRETARY/TREASURER
Trustee or director, Officer
1$0$0$0
990 for the year ended July 31, 2023: 3 people
NameTitleHours / weekCompensation
SR JOANNE SCHATZLEINOSF/PRESIDENT
Trustee or director, Officer
1$0
SR CHARLOTTE ROOSTOSF/VICE PRESIDENT
Trustee or director, Officer
1$0
SR SYLVIA ANNE SHELDONOSF/SECRETARY/TREASURER
Trustee or director, Officer
1$0

Address and contacts

Address (IRS master file)
3221 S LAKE DR, ST FRANCIS, WI 53235-3702
Principal officer (990 for 2024)
MICHAEL BANGS, 3221 SOUTH LAKE DRIVE, ST FRANCIS, WI 53235
Signed the 990
MICHAEL BANGS, EXECUTIVE DIRECTOR
Phone
(414) 747-8500
Return prepared by
WIPFLI ADVISORY LLC

Mission

IN THE FRANCISCAN TRADITION, FRANCISCAN SHORE STRIVES TO PROVIDE AND OFFER SUPERIOR SERVICES TO OLDER ADULTS IN ANASSISTED LIVING SETTING, CREATING A HOME-LIKE ENVIRONMENT, HONORING THEIR WISHES, MAINTAINING THEIR DIGNITY, ANDRESPECTING THEIR RIGHTS.FRANCISCAN SHORE PROMOTES A HIGH-QUALITY OF LIFE FOR ALL RESIDENTS BASED ON THE FOLLOWING VALUES:. PROVIDING HOSPITALITY AND SERVICE FOR ALL MEMBERS OF THE COMMUNITY . FOSTERING A CLIMATE OF COMPASSION, PEACE, SUPPORT, AND TRUST. RESPECTING THE VALUE OF HUMAN AND NATURAL RESOURCES.OUR SERVICE IS GUIDED BY THE FOLLOWING CONCEPTS:. ADVOCATE FOR THE UNDERSERVED AND VULNERABLE. AGING-IN-PLACE WITH GRACE. COLLABORATION. COMPASSION FOR ALL. WHOLE-PERSON/PERSON-DIRECTED SERVICE

990 for the year ended July 31, 2025

Program accomplishments

  • PROVIDE FAITH-BASED ASSISTED LIVING AND MEMORY CARE TO RELIGIOUS ORDERS, DIOCESAN PRIESTS AND THE GENERAL PUBLIC. THE SOUTH CAMPUS IS A CERTIFIED RESIDENTIAL CARE APARTMENT COMPLEX ("RCAC") WITH THE STATE OF WISCONSIN DEPARTMENT OF HEALTH SERVICES. SINCE THE END OF THE FISCAL YEAR, THE NORTH CAMPUS WAS LICENSED AS A COMMUNITY BASED RESIDENTIAL FACILITY ("CBRF") ON FEBRUARY 19, 2026.
    Expenses $3,028,968 · revenue $2,369,640

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 July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990 on file
2023July 31, 2024December 16, 2024990 on file

IRS record

EIN
92-2960344
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
2023
Accounting year ends
July
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E91)
Assets (IRS master file)
$1,030,309
Income (IRS master file)
$3,768,843

Filing history

FormYear endedRevenueExpensesAssetsReturn
990July 2025$3,768,843$3,051,720$1,030,309XML
990July 2024$2,884,385$2,938,745$330,186XML
990July 2023$591,189$248,643$342,546XML

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 92-2960344).

Questions about FRANCISCAN SHORE INC

What is the EIN of FRANCISCAN SHORE INC?
The employer identification number (EIN) of FRANCISCAN SHORE INC is 92-2960344.
Is FRANCISCAN SHORE INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
Are donations to FRANCISCAN SHORE INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does FRANCISCAN SHORE 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 FRANCISCAN SHORE INC due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FRANCISCAN SHORE INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended July 2025.
Who is the principal officer of FRANCISCAN SHORE INC?
The 990 for the year ended July 31, 2025 names MICHAEL BANGS.
Who are the officers and directors of FRANCISCAN SHORE INC?
The 990 for the year ended July 31, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does FRANCISCAN SHORE INC have?
On its 990 for the year ended July 31, 2025 it reported revenue of $3,768,843, expenses of $3,051,720 and total assets of $1,030,309 at year end.

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