2023-11-14T10:58:48-06:00 2022-12-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2022-01-01 391503681 CHIPPEWA VALLEY ECUMENICAL HOUSING ASSOCIATION INC CHIP 7158323003 PO BOX 287 EAU CLAIRE WI 54702 AMY DUHR CEO 7158323003 2023-11-13 1 AMY DUHR 999009999 1 MICHAEL J PETERSON CPA P01833529 2187224705 2023-11-12 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X AMY DUHR PO BOX 287 EAU CLAIRE WI 54702 165822 0 X WWW.GRACELUTHFOUND.COM X 1985 WI PROVIDING ELDERLY AND HANDICAPPED PERSONS WITH HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS IN LIVING LONGER. THE CHARGES FOR SUCH FACILITIES AND SERVICES ARE PREDICATED UPON THE PROVISION, MAINTENANCE, AND OPERATION THEREOF ON A NONPROFIT BASIS. 10 10 0 15 0 0 104335 100703 57045 60253 39 84 3358 4782 164777 165822 0 0 0 0 28028 28386 0 0 0 107473 103086 135501 131472 29276 34350 385157 521464 476954 578911 -91797 -57447 X PROVIDING ELDERLY AND HANDICAPPED PERSONS WITH HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS IN LIVING LONGER. THE CHARGES FOR SUCH FACILITIES AND SERVICES ARE PREDICATED UPON THE PROVISION, MAINTENANCE, AND OPERATION THEREOF ON A NONPROFIT BASIS. 0 0 115597 0 60253 OWNS AND OPERATES AN 18-UNIT LOW-INCOME APARTMENT COMPLEX PROJECT, UNDER HUD SECTION 202, LOCATED IN CHIPPEWA FALLS, WISCONSIN. THE AVERAGE OCCUPANCY OF THE APARTMENTS WAS 94% IN 2022. 115597 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X AMY DUHR 7158323003 3410 SKY PARK BLVD EAU CLAIRE WI 54701 PAUL LOKKEN PRESIDENT 0.50 1.00 X X 0 0 0 DR DALE REID VICE PRESIDENT 0.50 1.50 X X 0 0 0 JAN ADAMS SECRETARY/TREASURER 0.50 1.50 X X 0 0 0 DAVID HOVLAND CHURCH COUNCIL PRESIDENT 0.50 1.50 X X 0 0 0 KAREN BULLOCK BOARD MEMBER THRU (05/2022) 0.50 1.50 X 0 0 0 BOB KEIN BOARD MEMBER 0.50 1.00 X 0 0 0 KATHI SUE KRAUSE BOARD MEMBER THRU (05/2022) 0.50 1.50 X 0 0 0 GERI LONG BOARD MEMBER THRU (05/2022) 0.50 1.50 X 0 0 0 GLORIA MITTELSTADT BOARD MEMBER 0.50 1.00 X 0 0 0 SUZETTER PELTIER BOARD MEMBER 0.50 1.00 X 0 0 0 BARB RADKE BOARD MEMBER 0.50 1.50 X 0 0 0 PASTOR PHILIP RUGE-JONES BOARD MEMBER 0.50 1.00 X 0 0 0 KEN ZIEHR BOARD MEMBER 0.50 1.00 X 0 0 0 AMY DUHR CEO 0.50 40.00 X 0 205714 7128 KELLY LARSON CFO (THRU APRIL) 0.50 40.00 X 0 44068 4804 JENNIFER COHEN ADMINISTRATOR 0.50 40.00 X 0 114518 0 BRYAN BESSA CHRO 0.50 40.00 X 0 106380 0 CANDICE ANDERSON RN 0.50 40.00 X 0 105622 19152 THERESA JENSEN NURSING MANAGER 0.50 40.00 X 0 107421 0 VICKI MIDDLETON NURSING MANAGER 0.50 40.00 X 0 130679 6459 0 814402 37543 0 0 1 0 0 100703 100703 ELDERLY HOUSING 623990 60253 60253 60253 84 84 BAD DEBT RECOVERIES 900099 1141 1141 3641 3641 4782 165822 60253 0 4866 X 25056 19046 6010 1412 1078 334 247 189 58 1671 1276 395 16639 14544 2095 850 743 107 13929 12175 1754 813 711 102 15829 13836 1993 533 466 67 3268 3268 37553 36315 1238 3263 2852 411 REPAIRS AND MAINTENANCE 4543 3971 572 TAXES AND LICENSES 3718 3250 468 SUPPLIES 1688 1475 213 FOOD SUPPLIES 281 246 35 179 156 23 131472 115597 15875 0 6921 166487 542 0 1124563 822340 332405 302223 45289 52754 385157 521464 2592 1593 268650 251484 6448 6239 199264 319595 476954 578911 X -91797 -57447 -91797 -57447 385157 521464 34350 0 X 0 1 X 1 0 X 102425 99857 98638 104335 100703 505958 47473 54073 56814 57045 60253 275658 149898 153930 155452 161380 160956 781616 0 0 0 781616 111 120 53 39 84 407 111 120 53 39 84 407 4313 2496 2193 3358 4782 17142 154322 156546 157698 164777 165822 799165 0.97800 0.98040 0.00050 0.00050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 39301 39301 961457 729328 232129 121127 93012 28115 2678 2678 302223 TENANT SECURITY DEPOSITS 6284 CASH RESERVE FOR REPLACEMENTS 46470 52754 DUE TO AFFILIATES 319595 319595 X PART X, LINE 2: THE ORGANIZATION HOLDS SECURITY DEPOSITS ADVANCED BY THE TENANTS OF THE APARTMENTS. THESE DEPOSITS ARE HELD IN A SEPARATE ACCOUNT. SECURITY DEPOSITS ARE REFUNDABLE UPON VACANCY. THE ORGANIZATION ALSO HOLDS FUNDS ADVANCED BY RESIDENTS OF ITS VARIOUS FACILITIES TO BE USED AT EACH RESIDENT'S DISCRETION. THE FUNDS ARE MAINTAINED IN A SEPARATE ACCOUNT, CONSISTING PRIMARILY OF CASH EQUIVALENTS. THE ORGANIZATION HAS A FIDUCIARY RESPONSIBILITY FOR THE ADMINISTRATION OF THESE FUNDS. 0 0 0 0 0 0 0 0 0 AMY DUHR CEO 0 205396 0 0 0 318 0 0 0 7128 0 212842 0 0 PART I, LINE 3 A RELATED ORGANIZATION OF THE FILING ORGANIZATION USES ONE OR MORE OF THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: -INDEPENDENT COMPENSATION CONSULTANT -WRITTEN EMPLOYMENT CONTRACT -COMPENSATION SURVEY OR STUDY, AND -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PLEASE REFER TO THE FORM 990, PART VI, LINE 15A DISCLOSURE IN SCHEDULE O FOR ADDITIONAL DETAILS ON HOW COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS ESTABLISHED. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS IS APPOINTED BY THE SOLE MEMBER, GRACE LUTHERAN FOUNDATION, INC. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS ON THE CHANGES IN THE STRUCTURE OF CHIPPEWA VALLEY ECUMENICAL HOUSING ASSOCIATION, INC., GOVERNING DOCUMENTS, OR EXPANSION OR CONTRACTION OF MORE THAN 5% MUST BE APPROVED BY THE ORGANIZATION'S SOLE MEMBER, GRACE LUTHERAN FOUNDATION, INC. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS REVIEWED BY MANAGEMENT PRIOR TO SUBMISSION OF THE RETURN. A COPY OF FORM 990 WAS ALSO MADE AVAILABLE TO THE MEMBERS OF THE FOUNDATION'S GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY REVIEWS UPDATED CONFLICT OF INTEREST STATEMENTS FROM MEMBERS OF THE BOARD OF DIRECTORS. ANY NOTED CONFLICTS ARE DISCUSSED, AND DURING THE YEAR, IF CONFLICTS ARE NOTED, THOSE CONFLICTING MEMBERS ABSTAIN FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE FOLLOWING DESCRIPTION IS THE PROCESS THAT A RELATED PARTY USES TO DETERMINE COMPENSATION. GRACE LUTHERAN FOUNDATION, INC.'S EXECUTIVE LEVEL EMPLOYEES AND KEY EMPLOYEES ARE PROVIDED COMPENSATION UNDER AN EMPLOYMENT CONTRACT WHICH IS APPROVED BY THE BOARD OF DIRECTORS. COMPENSATION OF EXECUTIVE LEVEL EMPLOYEES ANNUALLY IS ALSO REVIEWED BASED ON INDUSTRY DATA AND WAGE COMPARABILITY STUDIES FOR OTHER ELDERLY CARE AND CARE CENTER ORGANIZATIONS IN THE REGION. FORM 990, PART VI, SECTION C, LINE 19 CHIPPEWA VALLEY ECUMENICAL HOUSING ASSOCIATION, INC MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT ITS BUSINESS LOCATION. FORM 990, PART IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 12,175. MANAGEMENT AND GENERAL EXPENSES 1,754. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,929. GRACE LUTHERAN CHURCH 202 W GRAND AVENUE EAU CLAIRE WI 54701 390845281 CHURCH WI 501(C)(3) LINE 1 0 GRACE LUTHERAN FOUNDATION INC PO BOX 287 EAU CLAIRE WI 54702 396040444 SKILLED NURSING FACILITY AND ASSISTED LIVING FACILITY WI 501(C)(3) LINE 10 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0