2025-02-20T14:46:40-06:00 2024-06-30 390758449 WIPFLI LLP 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2023-07-01 390816855 ST COLETTA OF WISCONSIN INC STCO 9206744330 N4637 COUNTY ROAD Y JEFFERSON WI 53549 ROBIN BAKER PRESIDENT/CEO 9206744330 2025-02-14 1 1 QUINN DUGAN P02267768 6082741980 2025-02-14 2023 2025-03-06 01:10:19Z ROBIN BAKER N4637 COUNTY ROAD Y JEFFERSON WI 53549 25511842 0 X WWW.STCOLETTAWI.ORG X 1913 WI SUPPORT PERSONS WITH DEVELOPMENTAL & OTHER CHALLENGES TO ACHIEVE A HIGH QUALITY OF LIFE. 13 13 541 90 -2385 0 3933657 3452068 19624621 21006535 231535 92207 1182707 847671 24972520 25398481 0 0 0 0 17858560 19696826 0 0 468939 5325745 5459578 23184305 25156404 1788215 242077 26014713 26275063 4015719 4033992 21998994 22241071 X INSPIRED BY THE FRANCISCAN VALUES OF COMPASSION, DIGNITY, AND RESPECT, WE SUPPORT PERSONS WITH DEVELOPMENTAL AND OTHER CHALLENGES TO ACHIEVE THEIR HIGHEST QUALITY OF LIFE, PERSONAL GROWTH, AND SPIRITUAL AWARENESS.THE VISION OF ST. COLETTA OF WISCONSIN, INC. IS TO BE THE PREMIER PROVIDER OF SUPPORT SERVICES FOR ADULTS WITH DEVELOPMENTAL DISABILITIES AND OTHER CHALLENGES THROUGHOUT THEIR LIFESPAN. THROUGH DYNAMIC PARTNERSHIPS, EXCEPTIONAL CUSTOMER SERVICE, A DEMONSTRATED COMMITMENT TO QUALITY AND SPIRITUALITY, THE ORGANIZATION WILL WORK WITH PERSONS RECEIVING SERVICES TO ACHIEVE THEIR BEST LIFE POSSIBLE. 0 0 22165906 0 21006535 ST. COLETTA OF WISCONSIN OFFERS A VARIETY OF RESIDENTIAL AND VOCATIONAL/DAY PROGRAMS FOR PEOPLE WITH DEVELOPMENTAL AND OTHER DISABILITIES. OUR RESIDENTIAL PROGRAMS ARE LOCATED IN BEAUTIFUL, COMMUNITY-BASED HOMES THAT ARE STAFFED ACCORDING TO NEED. ST. COLETTA HOMES, LOCATED IN BOTH WISCONSIN AND NORTHERN ILLINOIS, ARE BUILT TO BE ACCESSIBLE TO ENABLE THE PEOPLE THAT LIVE IN THEM TO AGE IN PLACE TO THE FULLEST EXTENT POSSIBLE. DAY AND VOCATIONAL PROGRAMS ARE PROVIDED IN OUR JEFFERSON OPERATION LOCATION AND DAY PROGRAMS ARE PROVIDED IN NEW BERLIN TO SERVE THE GREATER MILWAUKEE AREA. THESE PROGRAMS ARE DESIGNED TO PROVIDE A RANGE OF SUPPORTS INCLUDING PREVOCATIONAL TRAINING, WORKSHOP, AND COMPETITIVE EMPLOYMENT. ADDITIONAL SUPPORTS ARE PROVIDED FOR SENIOR CITIZENS AND THOSE IN NEED OF DAYTIME CARE THROUGH A COMPREHENSIVE ADULT DAY PROGRAM. OTHER SERVICES PROVIDED BY ST. COLETTA INCLUDE TRANSPORTATION, ADULT EDUCATION, AND RECREATION. AS AN ORGANIZATION WITH MORE THAN A CENTURY OF SERVICE, ST. COLETTA PROGRAMS OFFER THE STABILITY TO FOSTER LIFE-LONG RELATIONSHIPS BETWEEN CLIENTS, STAFF, AND FAMILIES. WITH THE BACKGROUND OF OUR CATHOLIC/FRANCISCAN TRADITION, SPIRITUAL DEVELOPMENT PLAYS A STRONG ROLE IN THE LIVES OF THE PEOPLE WE SUPPORT. THE FRANCISCAN VALUES OF RESPECT, DIGNITY, COMPASSION, AND FAITH ARE CORE COMMITMENTS FOR THE ORGANIZATION GUIDING ALL PROGRAMS AS WELL AS DAILY BUSINESS. 22165906 1 1 0 0 0 0 0 0 0 1 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 1 0 0 0 0 1 1 0 0 0 1 45 0 541 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 WI IL X JENNIFER STOLLENWERK 9206744330 N4637 COUNTY ROAD Y JEFFERSON WI 53549 CHRIS NASH CO CHAIR 1.00 3.00 X X 0 0 0 DR CONSTANTINE STAMATELAKYS CO CHAIR 1.00 3.00 X X 0 0 0 BRIAN LANSER VICE CHAIR 1.00 3.00 X X 0 0 0 MARY BRUEGGMAN DIRECTOR (THRU JUNE 2024) 1.00 3.00 X 0 0 0 GRACIELA CHELA COLIN-DEALCA DIRECTOR 1.00 3.00 X 0 0 0 JOSEPH CHIP DOERING III DIRECTOR 1.00 3.00 X 0 0 0 CHRIS JAUCH DIRECTOR 1.00 3.00 X 0 0 0 DR NORAH JOHNSON DIRECTOR (THRU JUNE 2024) 1.00 3.00 X 0 0 0 KELLI JONES DIRECTOR 1.00 3.00 X 0 0 0 ROBERT KERN DIRECTOR 1.00 3.00 X 0 0 0 SISTER JULIANNE KOCH OSF DIRECTOR 1.00 3.00 X 0 0 0 CHRIS MCDERMOTT DIRECTOR (THRU JUNE 2024) 1.00 3.00 X 0 0 0 MARLA MICHAELIS DIRECTOR 1.00 3.00 X 0 0 0 KAREN ODWAY DIRECTOR (THRU JUNE 2024) 1.00 3.00 X 0 0 0 T ROWAND ROBINSON DIRECTOR 1.00 3.00 X 0 0 0 ROBERT ROSS DIRECTOR 1.00 3.00 X 0 0 0 SISTER JOANNE SCHATZLEIN OSF LIAISON 1.00 3.00 X 0 0 0 TED BEHNCKE PRESIDENT (THRU JUNE 2024) 40.00 4.00 X 218517 0 8312 JENNIFER STOLLENWERK CONTROLLER 40.00 3.00 X 115514 0 5384 ROBIN BAKER VICE PRESIDENT 40.00 X 152200 0 5059 NICOLE STYLES VP OF SUPPORT SERVICES 40.00 X 125834 0 13803 612065 0 32558 4 0 1 0 READY ROOF OF WISCONSIN INC 15285 WATERTOWN PLANK ROAD SUITE 2 ELM GROVE WI 53122 ROOFING, SIDING 818102 J & L TIRE INC 855 LINMAR LANE JOHNSON CREEK WI 53038 VEHICLE REPAIR 250055 2 10200 3441868 227472 3452068 ADULT PROGRAM REVENUE 623990 16332856 16332856 VOCATIONAL SERVICES REVENUE 561300 4070675 4070675 COMMUNITY SERVICES REVENUE 624200 603004 603004 21006535 89607 89607 142302 113361 28941 28941 -2385 31326 2600 0 2600 2600 2600 IT LABOR REVENUE 900099 22234 22234 796496 796496 818730 25398481 21006535 -2385 942263 526555 526555 15610851 14655273 684359 271219 221610 211231 5523 4856 2153564 1988686 119160 45718 1184246 1089300 69904 25042 25172 7128 18044 38600 38600 373842 276231 96211 1400 118162 118162 1455100 1229457 176534 49109 25680 25680 1003613 871357 131350 906 443464 399631 42079 1754 118555 32727 39758 46070 92636 92636 952605 717346 235259 238119 186307 49805 2007 REPAIRS & MAINTENANCE 425889 338514 72513 14862 BAD DEBT EXPENSE 49591 49591 LICENSES AND FEES 46379 26075 15866 4438 EQUIPMENT LEASES 16148 11033 5115 36023 32974 1491 1558 25156404 22165906 2521559 468939 2500283 1658832 228083 1032638 1816753 1889350 6372 5908 175513 97432 30075837 14110007 15986745 15965830 841801 923349 4459163 4701724 26014713 26275063 1991035 2214645 2024684 1720413 0 98934 4015719 4033992 X 20806829 20307786 1192165 1933285 21998994 22241071 26014713 26275063 242077 0 X 0 1 X 1 1 1 X 3989540 6420295 4459791 3933657 3452068 22255351 15676002 16262679 15295645 19624621 21006535 87865482 30966 113014 447859 1157825 818730 2568394 19696508 22795988 20203295 24716103 25277333 112689227 1283535 583350 174000 380777 193217 2614879 0 1283535 583350 174000 380777 193217 2614879 110074348 28284 44348 19553 59295 120933 272413 28284 44348 19553 59295 120933 272413 19724792 22840336 20222848 24775398 25398266 112961640 0.97440 0.96980 0.00240 0.00480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1014029 13027 1027056 0.35824 0.64176 0.00000 0 0 2892287 2892287 22941963 11182333 11759630 4107627 2927674 1179953 133960 133960 15965830 ROU ASSET - OPERATING 70972 DUE TO RELATED PARTIES 4422956 CSV LIFE INSURANCE POLICY 175407 ROU ASSET - FINANCING 32389 4701724 OPERATING LEASE LIABILITY 66983 FINANCING LEASE LIABILITY 31951 98934 X PART X, LINE 2: THE ORGANIZATION IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. X X 0 0 0 0 0 0 0 0 0 TED BEHNCKE PRESIDENT (THRU JUNE 2024) 197004 0 20051 0 1462 0 3770 0 4542 0 226829 0 0 0 ROBIN BAKER VICE PRESIDENT 151924 0 54 0 222 0 2923 0 2136 0 157259 0 0 0 X 3 227472 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B). FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY DOES NOT RECEIVE A COPY OF THE FORM 990 PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANY DIRECTOR, OFFICER OR KEY EMPLOYEE WHO HAS AN INTEREST IN A CONTRACT OR OTHER TRANSACTION PRESENTED TO THE BOARD OF DIRECTORS OR A COMMITTEE THEREOF FOR AUTHORIZATION, APPROVAL OR RATIFICATION SHALL MAKE A PROMPT AND FULL DISCLOSURE OF HIS OR HER INTEREST TO THE BOARD OR COMMITTEE PRIOR TO ITS ACTING ON SUCH CONTRACT OR TRANSACTION. SUCH DISCLOSURE SHALL INCLUDE ANY RELEVANT AND MATERIAL FACTS KNOWN TO SUCH PERSON ABOUT THE CONTRACT OR TRANSACTION THAT MIGHT REASONABLY BE CONSTRUED TO BE ADVERSE TO THE CORPORATION'S INTEREST. THE BOARD OR COMMITTEE TO WHICH SUCH DISCLOSURE IS MADE SHALL DETERMINE, BY MAJORITY VOTE, WHETHER THE DISCLOSURE SHOWS THAT A CONFLICT OF INTEREST EXISTS OR CAN REASONABLY BE CONSTRUED TO EXIST. IF A CONFLICT IS DEEMED TO EXIST, SUCH PERSON SHALL NOT VOTE ON, NOR USE HIS/HER PERSONAL INFLUENCE ON, NOR PARTICIPATE (OTHER THAN TO PRESENT FACTUAL INFORMATION OR TO RESPOND TO QUESTIONS) IN THE DISCUSSIONS OR DELIBERATIONS WITH RESPECT TO SUCH CONTRACT OR TRANSACTION. SUCH A PERSON SHALL NOT BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM AT ANY MEETING WHERE THE CONTRACT OR TRANSACTION IS UNDER DISCUSSION OR BEING VOTED UPON. THE BOARD, PRIOR TO VOTING ON THE CONTRACT OR TRANSACTION, SHALL MAKE AN AFFIRMATIVE FINDING THAT THE CONTRACT OR TRANSACTION, IF APPROVED, WOULD BE FAIR AND EQUITABLE. THE MINUTES OF THE MEETING SHALL REFLECT THE GOOD FAITH DISCLOSURE, THE FACTS DISCLOSED, WHETHER A QUORUM WAS PRESENT WITHOUT THE INTERESTED DIRECTOR'S PARTICIPATION, AND THE ABSTENTION FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF OFFICERS IS DETERMINED USING SALARY SURVEYS FROM THE MANAGEMENT RESOURCE ASSOCIATION OR SALARY.COM FOR WAGE DATA. WAGE INCREASES ARE INCLUDED IN THE ANNUAL BUDGET AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ALVERNO HOUSING CORPORATION N4637 COUNTY ROAD Y JEFFERSON WI 53549 391441818 HOUSING FOR DEVELOPMENTALLY DISABLED INDIVIDUALS WI 501(C)(3) LINE 10 ST COLETTA OF WISCONSIN INC 1 ST COLETTA OF WISCONSIN CHARITABLE FOUNDATION INC N4637 COUNTY ROAD Y JEFFERSON WI 53549 392035446 SUPPORT TO ST. COLETTA OF WISCONSIN, INC. WI 501(C)(3) LINE 12A, I N/A 0 TAU CROSSING HOUSING CORPORATION N4637 COUNTY ROAD Y JEFFERSON WI 53549 753093067 HOUSING FOR DEVELOPMENTALLY DISABLED INDIVIDUALS WI 501(C)(3) LINE 12B, II ST COLETTA OF WISCONSIN INC 1 TAU CROSSING HOUSING CORPORATION II N4637 COUNTY ROAD Y JEFFERSON WI 53549 200614159 SUPPORTIVE HOUSING FOR PERSONS WITH DEVELOPMENTAL DISABILITIES WI 501(C)(3) LINE 12B, II ST COLETTA OF WISCONSIN INC 1 ILLINOIS FRIENDS FOR ST COLETTA - WISCONSIN 1991 HICKS ROAD STE A ROLLING MEADOWS IL 60008 363806798 SUPPORT TO ST. COLETTA OF WISCONSIN, INC. IL 501(C)(3) LINE 12A, I N/A 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 1 1 0