2025-08-07T15:27:55-05:00 2024-09-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-10-01 391791601 ST CROIX VALLEY SHARED SERVICES INC STCR 7156291888 990 MAIN STREET 1 BALDWIN WI 540029248 MARY AABY CFO 7156291888 2025-08-07 1 0 MICHAEL J PETERSON CPA P01833529 2187224705 2025-08-04 2023 2025-03-06 01:10:19Z ADORAY HOME HEALTH AND HOSPICE CHRISTA WALZ 990 MAIN STREET 1 BALDWIN WI 540029248 11351777 0 X WWW.ADORAY.ORG X 1994 WI PARTNERING TO IMPROVE THE QUALITY OF LIFE THROUGHOUT YOUR HEALTHCARE JOURNEY WHEREVER YOU CALL HOME. 3 1 120 160 0 0 316002 283828 8380235 9878443 116697 107249 840884 946848 9653818 11216368 0 0 0 0 6746493 7047329 0 0 718506 2890063 3409240 9636556 10456569 17262 759799 3940594 4943795 1398337 1595975 2542257 3347820 X ADORAY HOME HEALTH & HOSPICE IS A PROGRAM OF ST. CROIX VALLEY SHARED SERVICES, INC., YOUR LOCAL NOT-FOR-PROFIT HEALTHCARE PARTNER SINCE 1995. "PARTNERING TO IMPROVE THE QUALITY OF LIFE THROUGHOUT YOUR HEALTHCARE JOURNEY WHEREVER YOU CALL HOME" IS OUR MISSION. WE WORK TO MAKE EACH DAY A COMFORTABLE ONE. ONE THAT BRINGS DIGNITY, RELIEF FROM PAIN, AND CHOICE IN TREATMENT TO OUR PATIENTS AND THEIR FAMILIES. 0 0 4512273 0 6854425 ADORAY PROVIDED HOSPICE CARE TO PATIENTS FACING TERMINAL ILLNESS FOR WHOM CURATIVE CARE IS NO LONGER BENEFICIAL. 29,851 DAYS OF CARE WERE PROVIDED TO 386 INDIVIDUALS IN 2024.ADORAY PALLIATIVE CARE PROGRAM IN COLLABORATION WITH THE PATIENT'S PRIMARY CARE PROVIDER (PCP) AND PAYOR OFFERS PATIENT AND FAMILY CENTERED CARE INCLUDING ADVANCE CARE PLANNING, SYMPTOM MANAGEMENT, CARE COORDINATION, EDUCATION AND SUPPORT. CARE IS PROVIDED BY AN INTERDISCIPLINARY TEAM WITH A FOCUS ON PATIENT GOALS OF CARE TO EASE THE INDIVIDUAL'S SUFFERING AND IMPROVE QUALITY OF LIFE. 30 PATIENTS WERE SERVED IN 2024. 2123331 0 3024018 ADORAY PROVIDED HOME HEALTH SERVICES, INCLUDING SKILLED NURSING, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH PATHOLOGY, MEDICAL SOCIAL SERVICE, AND HOME HEALTH AIDE VISITS TO RESIDENTS OF WEST CENTRAL WISCONSIN RESIDING IN ST. CROIX, POLK, PIERCE, BURNETT, BARRON, AND WESTERN DUNN COUNTY. 13,943 VISITS WERE PROVIDED TO 754 INDIVIDUALS DURING 2024. 6635604 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 25 0 120 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 3 1 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 0 WI X MARY AABY 7156291888 990 MAIN STREET 1 BALDWIN WI 540029248 X EILIDH PEDERSON CHAIRPERSON 1.00 50.00 X X 0 351485 52717 LEA KAISER SECRETARY/TREASURER 1.00 50.00 X X 0 222399 48318 MIKE YOUSO VICE CHAIRPERSON 0.50 X X 0 0 0 AMANDA GUSTAFSON CEO (THRU JUNE 2024) 40.00 X 133520 0 10487 CHRISTA WALTZ EXECUTIVE DIRECTOR (BEG SEP 2023) 40.00 X 123464 0 2854 MARY AABY CFO (BEG 2024) 40.00 X 0 0 0 256984 573884 114376 2 0 1 0 0 2076 30070 251682 135375 283828 HOSPICE SERVICES 621610 6854425 6854425 HOME HEALTH SERVICES 621610 3024018 3024018 9878443 64796 64796 42453 0 42453 42453 42453 0 30070 34 -34 -34 1082257 135375 946882 946882 11216368 9878443 0 1054097 X 270325 270325 5680540 3623753 1623342 433445 78138 50372 21741 6025 586349 363316 179576 43457 431977 263642 136801 31534 38311 38311 51362 5410 45952 8 8 1869749 1656002 213740 7 20294 70 19731 493 74263 42566 31697 248814 123508 125306 101120 48193 52927 41951 293 40311 1347 3020 3020 6899 6314 585 110301 82912 27389 69048 69048 MEDICINE 329491 329491 EQUIPMENT RENTALS 215217 215217 REPAIRS & MAINTENANCE 95234 21441 73793 LICENSES 47286 47280 6 86872 4530 66541 15801 10456569 6635604 3102459 718506 847606 930523 1246554 1992834 949900 1038164 11815 20282 127077 59886 995137 422712 573368 572425 2248 2268 182026 327413 3940594 4943795 868689 1050707 97254 81193 235279 132950 197115 331125 1398337 1595975 X 2238899 2998698 303358 349122 2542257 3347820 3940594 4943795 X 759799 45764 X X 0 1 X 1 0 X 391114 645036 71614 316002 283828 1707594 5123413 5239837 6786626 8380236 9878443 35408555 736768 905740 1082237 944207 1082257 4751209 6251295 6790613 7940477 9640445 11244528 41867358 0 0 0 41867358 991 954 1635 10556 64796 78932 991 954 1635 10556 64796 78932 6252286 6791567 7942112 9651001 11309324 41946290 0.99810 0.99960 0.00190 0.00040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1000 1000 0 PART II-B, LINE 1: ST. CROIX VALLEY SHARED SERVICES, INC. D/B/A ADORAY HOME HEALTH AND HOSPICE PAYS ANNUAL DUES TO NATIONAL HOSPICE AND PALLIATIVE CARE ORGANIZATION, MINNESOTA NETWORK OF HOSPICE AND PALLIATIVE CARE, AND THE WISCONSIN ASSOCIATION FOR HOME HEALTH CARE. A PORTION OF THE ANNUAL DUES WERE USED IN CONJUNCTION WITH LOBBYING ACTIVITIES WITH THE GOAL OF IMPACTING THE OVERALL INDUSTRY ENVIRONMENT. 44325 44325 507717 159263 348454 188683 113255 75428 254412 150194 104218 572425 RIGHT-OF-USE- OPERATING LEASES 327413 327413 OPERATING LEASE LIABILITIES 331125 331125 11205435 0 11205435 10933 10933 11216368 10445636 0 10445636 10933 10933 10456569 PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 9,912. FUNDRAISING EXPENSE 1,021. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 9,912. FUNDRAISING EXPENSE 1,021. LOVE LIGHTS 2070 2070 34 FINAL AFFAIRS 28000 28000 5 30070 30070 34 34 -34 X X X 0 0 0 0 0 0 0 0 0 EILIDH PEDERSON CHAIRPERSON 0 348878 0 0 0 2607 0 9900 0 42817 0 404202 0 0 LEA KAISER SECRETARY/TREASURER 0 219219 0 0 0 3180 0 5671 0 42647 0 270717 0 0 SCHEDULE J, PART II EILIDH PEDERSON AND LEA KAISER WERE PAID FOR SERVICES AS CEO AND CFO, RESPECTIVELY, OF BALDWIN AREA MEDICAL CENTER, INC. (OWNS 81.38% OF ST. CROIX VALLEY SHARED SERVICES, INC.) , A RELATED PARTY OF ST. CROIX VALLEY SHARED SERVICES, INC. BALDWIN AREA MEDICAL CENTER'S INDEPENDENT BOARD IS RESPONSIBLE FOR COMPENSATION POLICIES, DETERMINATION, REVIEW AND APPROVAL. X 135375 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 BALDWIN AREA MEDICAL CENTER, INC. (WESTERN WISCONSIN HEALTH) AND ST. CROIX REGIONAL MEDICAL CENTER (ST. CROIX HEALTH) HAVE MEMBERSHIP INTERESTS OF 81.38% AND 18.62%, RESPECTIVELY, IN THE COMPANY. THEY HAVE THE EXCLUSIVE POWERS AND RIGHTS TO: ADOPT, APPROVE, RESTATE, REVISE, OR AMEND THE ARTICLES OF THE CORPORATION; TO APPROVE BORROWING OR LENDING OF FUNDS IN EXCESS OF $200,000; TO APPROVE OR ADOPT ANY CHANGE IN THE STATED PURPOSES OR FUNDAMENTAL NATURE FOR WHICH THE CORPORATION IS ORGANIZED; TO ADOPT, AMEND, OR REPEAL ANY PLAN OF DISSOLUTION, CONSOLIDATION, OR MERGER OF THE CORPORATION; AND TO APPROVE ANY SALE OR LEASE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE SPONSORS, BALDWIN AREA MEDICAL CENTER, INC. (WESTERN WISCONSIN HEALTH) AND ST. CROIX REGIONAL MEDICAL CENTER (ST. CROIX HEALTH), APPOINT THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B SEE EXPLANATION FOR FORM 990, PART VI, LINE 6 AND LINE 7A. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY ADORAY'S MANAGEMENT. THE FORM 990 IS PROVIDED TO THE BOARD MEMBERS FOR REVIEW AND APPROVAL PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE BOARD MEMBERS, CEO/EXECUTIVE DIRECTOR, AND CFO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE THAT INCLUDES NAME, TITLE, DATE, AND SIGNATURE OF EACH PERSON REPORTING INFORMATION. ANY BOARD MEMBERS WITH KNOWN CONFLICTS ARE ASKED TO ABSTAIN FROM VOTING ON THOSE CONFLICTING ITEMS. FORM 990, PART VI, SECTION B, LINE 15 FOR THE CEO/EXECUTIVE DIRECTOR, THE CHAIRPERSON OF THE BOARD PERFORMS THE REVIEW AFTER OBTAINING INPUT FROM OTHER BOARD MEMBERS. GENERALLY, THE COMPARABLE WAGES FOR THAT POSITION ARE OBTAINED, A LIST OF GOALS IS REVIEWED, AND A NEW LIST OF GOALS FOR THE COMING YEAR IS ESTABLISHED. THE CEO/EXECUTIVE DIRECTOR'S WAGE INCREASE IS BASED ON THE COMPARABLE WAGE DATA AND HOW THE ORGANIZATION HAS MET ITS GOALS. THE CEO/EXECUTIVE DIRECTOR'S WAGE INCREASE IS APPROVED BY THE BOARD OF DIRECTORS. FOR KEY EMPLOYEES, THE CEO/EXECUTIVE DIRECTOR OBTAINS A WAGE SURVEY FROM THE NATIONAL ASSOCIATION OF HOME CARE AND HOSPICE. THE CEO/EXECUTIVE DIRECTOR AND THE HUMAN RESOURCES DIRECTOR DEVELOP A RANGE OF WAGES FOR EACH POSITION WITHIN THE ORGANIZATION. THE CEO/EXECUTIVE DIRECTOR COMPLETES A PERFORMANCE EVALUATION FOR EACH DIRECTOR AND, BASED ON THE EVALUATION, THE DIRECTOR RECEIVES A SCORE. THE DIRECTOR'S INCREASES ARE THEN BASED ON THE WAGE RANGE MOVEMENT AS WELL AS ANY COST-OF-LIVING ADJUSTMENT. THE BOARD APPROVES THE FULL BUDGET WHICH INCLUDES WAGE INCREASES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. FORM 990, PART VII, SECTION A - COMPENSATION OF OFFICERS THE ORGANIZATION IS REPORTING COMPENSATION FOR EILIDH PEDERSON AND LEA KAISER ON PART VII, SECTION A. THESE AMOUNTS REFLECT HER EMPLOYMENT AND ROLE IN RELATION TO THE RELATED PARTY, BALDWIN AREA MEDICAL CENTER, INC. AND NOT THEIR CAPACITY FOR THE FILING ORGANIZATION WHICH IS A VOTING MEMBER ON THE BOARD. THE FILING ORGANIZATION ASSUMES NO BURDEN OF REIMBURSEMENT FOR THESE COMPENSATION AMOUNTS. FORM 990, PART IX, LINE 11G MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 1,656,002. MANAGEMENT AND GENERAL EXPENSES 213,740. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,869,742. OTHER SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 7. TOTAL EXPENSES 7. FORM 990, PART XI, LINE 9: NET ASSETS RELEASED FROM RESTRICTIONS 45,764. FORM 990, PART XI, LINE 2C: THE BOARD OF DIRECTORS HAS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS OVERSIGHT HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. BALDWIN AREA MEDICAL CENTER INC 1100 BERGSLIEN STREET BALDWIN WI 54002 390808526 HOSPITAL WI 501(C)(3) LINE 3 N/A 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0