2023-11-15T15:16:57-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2022-01-01 844473861 SSND MMU MCH VENTURE INC SSND 4142203222 9525 W BURLEIGH ST MILWAUKEE WI 53222 JESSICA HORNING CFO OF MCH MANAGEMENT SERVICES, LLC 4149758108 2023-11-14 1 JESSICA HORNING XXX-XX-XXXX 0 KRISTEN DONLEVY P01670215 4144761880 2023-11-12 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TRINITY WOODS INC JESSICA HORNING 9525 W BURLEIGH ST MILWAUKEE WI 53222 6925308 0 X WWW.TRINITYWOODS.COM X 2020 WI TRINITY WOODS CREATES COMMUNITY AND CHANGES LIVES THROUGH AN INTERGENERATIONAL, VIBRANT CENTER OF LIVING, LEARNING, WELLNESS AND ENGAGEMENT. 6 6 0 10 0 0 210655 260275 232741 6570388 0 0 9594 94645 452990 6925308 0 0 0 0 197123 2691881 0 0 0 420695 4344725 617818 7036606 -164828 -111298 41906796 46006987 36071624 40290369 5835172 5716618 TRINITY WOODS CREATES COMMUNITY AND CHANGES LIVES THROUGH AN INTERGENERATIONAL, VIBRANT CENTER OF LIVING, LEARNING, WELLNESS AND ENGAGEMENT. 0 0 6659632 6570388 TRINITY WOODS IS A $45 MILLION HOUSING DEVELOPMENT BY THE SCHOOL SISTERS OF NOTRE DAME CENTRAL PACIFIC PROVINCE, MOUNT MARY UNIVERSITY, AND MILWAUKEE CATHOLIC HOME WHICH PROVIDES A VIBRANT, INTERGENERATIONAL LIVING ENVIRONMENT FOR SISTERS AND SENIORS, AND AN EDUCATIONAL AND SUPPORTIVE HOUSING OPTION FOR SINGLE MOTHERS WHO ARE STUDENTS AT MOUNT MARY UNIVERSITY. 6659632 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 26 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 0 0 0 0 WI X JESSICA HORNING 4142203222 9525 W BURLEIGH MILWAUKEE WI 53211 ROHINI DESAI DIRECTOR 2.00 45.00 X 0 190141 34282 DAVID FULCHER SECRETARY 2.00 45.00 X X 0 275396 48594 SISTER DEBRA SCIANO PRESIDENT 2.00 0.00 X X 0 0 0 CATHERINE KIEKHOEFER DIRECTOR 2.00 0.00 X 0 140726 6500 DR CHRISTINE PHARR TREASURER 2.00 0.00 X X 0 144703 9988 ROBERT O'KEEFE DIRECTOR 2.00 0.00 X 0 143957 27621 DR ISABELLE CHERNEY DIRECTOR 2.00 0.00 X 0 160089 16764 0 1055012 143749 0 0 1 0 0 260275 260275 RENTAL REVENUE 623000 6439195 6439195 DAYCARE RENTAL AND MEA 623000 131193 131193 6570388 MISCELLANEOUS REVENUE 900099 94645 94645 94645 6925308 6570388 0 94645 2167304 2141304 26000 16911 16911 507666 499866 7800 317836 317836 12699 12699 13743 13743 177865 177865 60536 60536 242283 236439 5844 19494 19494 430371 430371 50 50 1316106 1316106 1261418 1261418 49879 49879 FOOD SERVICE EXPENSES 359260 359260 REPAIR AND MAINTENANCE 27443 27443 BAD DEBT 1250 1250 DUES 85 85 54407 54407 7036606 6659632 376974 0 355800 582060 175318 181745 7172 1553 16625 46439883 1300740 41374125 45139143 0 80242 41906796 46006987 357186 641805 200580 120620 35242024 38611124 271834 835380 0 81440 36071624 40290369 X 5835172 5716618 5835172 5716618 41906796 46006987 -111298 -7256 0 X 0 1 X 1 0 X 210655 260275 470930 232741 6439195 6671936 443396 6699470 7142866 0 0 0 7142866 9594 94645 104239 452990 6794115 7247105 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1500000 1500000 43134661 1122557 42012104 153902 8113 145789 1647545 170070 1477475 3775 3775 45139143 OPERATING LEASE LIABILITY - SHORT TERM 999 OPERATING LEASE LIABILITIY - LONG TERM 1295 FINANCING LEASE LIABILITY - SHORT TERM 18655 FINANCING LEASE LIABILITIY - LONG TERM 60491 81440 6925308 0 6925308 0 6925308 7036606 0 7036606 0 7036606 0 0 0 0 0 0 0 0 0 DAVID FULCHER SECRETARY 0 225396 0 50000 0 0 0 28232 0 20362 0 323990 0 0 ROHINI DESAI DIRECTOR 0 165141 0 25000 0 0 0 26972 0 7310 0 224423 0 0 DR ISABELLE CHERNEY DIRECTOR 0 160089 0 0 0 0 0 0 0 16764 0 176853 0 0 ROBERT O'KEEFE DIRECTOR 0 143957 0 0 0 0 0 0 0 27621 0 171578 0 0 DR CHRISTINE PHARR TREASURER 0 144703 0 0 0 0 0 0 0 9988 0 154691 0 0 A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES 391337855 2002-07-29 35450000 CONSTRUCTION 0 0 0 A 247652 35450000 35400000 2021 0 0 1 1 A 0 1 1 1 0 0 0 1 A 0 1 0 0 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATED MANAGEMENT DUTIES TO MILWAUKEE CATHOLIC HOME MANAGEMENT SERVICES LLC, A SUBSIDIARY ENTITY OF THE MILWAUKEE CATHOLIC HOME INC, ONE OF THE THREE MEMBER ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION WAS FORMED BY MILWAUKEE CATHOLIC HOME INC, MOUNT MARY UNIVERSITY INC, AND THE SCHOOL SISTERS OF NOTRE DAME CENTRAL PACIFIC PROVINCE INC, COLLECTIVELY THE "MEMBERS". THE RIGHTS AND OBLIGATIONS OF THE MEMBERS OF THE ORGANIZATION ARE GOVERNED BY A MEMBER AGREEMENT, WHICH DETAILS EACH MEMBER'S INTEREST IN THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE ORGANIZATION ARE GOVERNED BY A MEMBER AGREEMENT, WHICH DETAILS EACH MEMBER'S INTEREST IN THE ORGANIZATION. THE MEMBERS OF THE ORGANIZATION HAVE EQUAL RIGHT TO APPOINT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS OF THE ORGANIZATION ARE GOVERNED BY A MEMBER AGREEMENT, WHICH DETAILS EACH MEMBER'S INTEREST IN THE ORGANIZATION. THE MEMBERS OF THE ORGANIZATION HAVE EQUAL RIGHT TO APPOINT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETE COPY OF THE FORM 990 IS REVIEWED BY THE MEMBERS OF THE ORGANIZATION BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ALL OFFICERS, DIRECTORS OR TRUSTEES, AND KEY EMPLOYEES TO DISCLOSE ALL CONFLICTS OF INTEREST. ANYONE WITH A CONFLICT IS REMOVED FROM ALL DISCUSSIONS AND VOTES ON THE MATTER. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. MILWAUKEE CATHOLIC HOME INC 2462 N PROSPECT AVE MILWAUKEE WI 53211 390806215 SENIOR LIVING WI 501(C)(3) LINE 7 0 SCHOOL SISTERS OF NOTRE DAME CENTRAL PACIFIC PROVINCE INC 10700 W RESEARCH DR MILWAUKEE WI 53226 CHRISTIAN MINISTRY WI 501(C)(3) LINE 1 0 MOUNT MARY UNIVERSITY INC 2900 MENOMONEE MILWAUKEE WI 53222 HIGHER EDUCATION WI 501(C)(2) LINE 2 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 1