2026-02-04T07:02:14-06:00 2025-06-30 393647910 WIPFLI ADVISORY LLC 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2024-07-01 392035446 ST COLETTA OF WISCONSIN CHARITABLE FOUNDATION INC STCO 9206744330 N4637 COUNTY ROAD Y JEFFERSON WI 53549 JAIME STEFFEN CHAIR 9206744330 2026-01-27 1 1 QUINN DUGAN P02267768 6082741980 2025-12-30 2024 2025-03-06 01:10:19Z JAIME STEFFEN N4637 COUNTY ROAD Y JEFFERSON WI 53549 985467 0 0928 X WWW.STCOLETTAWI.ORG X 2007 WI ST. COLETTA OF WISCONSIN CHARITABLE FOUNDATION, INC. WAS ESTABLISHED TO ACQUIRING, MANAGING, INVESTING, ADMINISTERING, AND DISBURSING FUNDS FOR CAPITAL IMPROVEMENTS AND ADDITIONS TO THE FACILITIES OF, TO THE GIVING, GRANTING AND LOANING OF OPERATING FUNDS TO, AND OTHERWISE TO PROVIDE FOR THE BENEFIT OF, PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF ST. COLETTA OF WISCONSIN, INC. 6 6 0 6 0 0 0 0 110752 102377 297670 637333 0 0 408422 739710 0 0 0 0 0 0 0 0 0 163740 134103 163740 134103 244682 605607 5859352 8543810 4198487 4233961 1660865 4309849 X ST. COLETTA OF WISCONSIN CHARITABLE FOUNDATION, INC. WAS ESTABLISHED TO ACQUIRING, MANAGING, INVESTING, ADMINISTERING, AND DISBURSING FUNDS FOR CAPITAL IMPROVEMENTS AND ADDITIONS TO THE FACILITIES OF, TO THE GIVING, GRANTING AND LOANING OF OPERATING FUNDS TO, AND OTHERWISE TO PROVIDE FOR THE BENEFIT OF, PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF ST. COLETTA OF WISCONSIN, INC. 0 0 0 0 102377 ST. COLETTA OF WISCONSIN CHARITABLE FOUNDATION, INC. TRANSFERS FUNDS TO ST. COLETTA OF WISCONSIN TO BE USED BY ST. COLETTA IN FULFILLING ITS PURPOSE. 1 0 0 0 0 0 0 0 0 1 1 0 0 0 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 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 IL WI X JENNIFER STOLLENWERK 9206744330 N4637 COUNTY ROAD Y JEFFERSON WI 53549 ROBIN BAKER DIRECTOR 1.00 43.00 X 0 188675 5898 JAIME STEFFEN CHAIR 1.00 X X 0 0 0 PHILIP MILLER VICE CHAIR 1.00 X X 0 0 0 BRETT FARREL DIRECTOR 1.00 X 0 0 0 JEAN KELLEY DIRECTOR 1.00 X 0 0 0 S BUD KEMPEN DIRECTOR 1.00 X 0 0 0 SR MARY LEA SCHNEIDER DIRECTOR 1.00 X 0 0 0 0 188675 5898 0 0 1 0 0 HOUSING INCOME 531110 102377 102377 102377 137456 137456 305144 440490 31277 214480 273867 226010 499877 499877 739710 102377 0 637333 X 26283 26283 98813 98813 8972 8972 LICENSES & FEES 35 35 134103 0 134103 0 442101 33852 0 266850 256969 56737 417935 200232 4999316 8042876 5859352 8543810 0 36952 4198487 4197009 4198487 4233961 X 1660865 4309849 1660865 4309849 5859352 8543810 X 605607 114941 1928436 X 0 1 X 1 0 X X 1 ST COLETTA OF WISCONSIN INC 390816855 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1027056 992029 50940 2070025 0 999912 27144 1027056 0.21000 0.79000 0.00000 0 0 34694 34694 222275 56737 165538 200232 DUE TO/FROM RELATED PARTY 4197009 4197009 X PART V, LINE 4: THE ENDOWMENT FUND WAS SET UP TO ALLOW FOR THE INVESTMENT IN THE WELFARE AND PROSPERITY OF FUTURE GENERATIONS OF THE SUPPORTED ORGANIZATION ST. COLETTA OF WISCONSIN, INC. 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. 0 0 0 0 0 0 0 0 0 ROBIN BAKER DIRECTOR 0 187502 0 51 0 1122 0 3750 0 2148 0 194573 0 0 PART I, LINE 3 RELATED PARTY COMPENSATION DETERMINATION: 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 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 C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 98,813. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 98,813. FORM 990, PART XI, LINE 9: TRANSFER OF ASSETS FROM ST. COLETTA OF WISCONSIN, INC. 1,928,436. ST COLETTA OF WISCONSIN INC N4637 COUNTY ROAD Y JEFFERSON WI 53549 390816855 SUPPORT PERSONS WITH DEVELOPMENTAL AND OTHER CHALLENGES WI 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0