2026-05-15T13:58:41-07:00 2025-12-31 990 2025-01-01 391167483 CONGREGATIONAL HOME INC CONG 2627035577 13900 W BURLEIGH ROAD BROOKFIELD WI 53005 Patricia Servais CFO 2627035577 2026-05-15 2025 2025-03-06 01:10:19Z KRISTINE SPRTEL 13900 W BURLEIGH ROAD BROOKFIELD WI 53005 20203538 0 X CONGREGATIONALHOME.ORG X 1968 WI CONGREGATIONAL HOME'S MISSION IS AN EXTENSION OF THE MISSION OF FIRST CONGREGATIONAL CHURCH- WAUWATOSA, WI, WHOSE MISSION IS TO MAINTAIN A CARING ENVIRONMENT FOR THE ELDERLY OFFERING HEALTHCARE AND OTHER SERVICES. CONGREGATIONAL HOME DECLARES IT IMPORTANT TO RESPECT AND HONOR THE DIGNITY OF EACH INDIVIDUAL RESIDENT, TO MAINTAIN SUPERIOR QUALITY FACILITIES AND PROGRAMMING,TO CONSIDER SERVICES THAT CAN BE DELIVERED INTO THE COMMUNITY, AND TO MAINTAIN FINANCIAL STRENGTH AND STABILITY. 14 14 469 26 0 0 28084 21114 16654684 17391914 1881588 2765326 0 0 18564356 20178354 0 0 0 0 11102206 11403717 0 0 0 5621483 5747477 16723689 17151194 1840667 3027160 35688902 38049879 5597202 4931019 30091700 33118860 CONGREGATIONAL HOME'S MISSION IS AN EXTENSION OF THE MISSION OF FIRST CONGREGATIONAL CHURCH -WAUKESHA, WHOSE MISSION IS TO MAINTAIN A CARING COMMUNITY FOR THE ELDERLY OFFERING HEALTHCARE AND OTHER SERVICES. CONGREGATIONAL HOME DECLARES THAT IT IS IMPORTANT TO RESPECT AND HONOR THE DIGNITY OF EACH INDIVIDUAL RESIDENT, TO MAINTAIN SUPERIOR QUALITY FACILITIES AND PROGRAMMING, TO CONSIDER SERVICES THAT CAN BE DELIVERED IN THE COMMUNITY, AND TO MAINTAIN FINANCIAL STRENGTH AND STABILITY. 0 0 15254906 0 17157024 THE ORGANIZATION MAINTAINS A CARING COMMUNITY FOR ELDERLY PEOPLE, OFFERING HOUSING, ELDER CARE AND QUALITY OF LIFE SERVICES. 0 0 0 15254906 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 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 0 1 0 0 0 1 18 0 1 469 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 WI X PATRICIA SERVAIS 2627035577 13900 W BURLEIGH ROAD BROOKFIELD WI 53005 KRISTINE SPRTEL PRESIDENT/CEO 45.00 0 X X X 259981 0 42037 PATTY SERVAIS DIRECTOR OF FINANCE/CFO 45.00 0 X 95214 0 37711 ANMARIE KEHOSS DIRECTOR OF NURSING 45.00 0 X 114782 0 9090 RESHELL ANTHONY REGISTERED NURSE 42 0 X 115336 0 0 JOHN GRIFFITH CHAIRMAN 2.00 0 X 0 0 0 DR PETER HENRY BOARD MEMBER 0.50 0 X 0 0 0 DR NATHAN SCHLOEMER BOARD MEMBER 0.50 0 X 0 0 0 MERRILL YORK VICE CHAIR 1.00 0 X 0 0 0 BILL CUMMINGS BOARD MEMBER 0.50 0 X 0 0 0 LISA MAUER BOARD MEMBER 0.50 0 X 0 0 0 BUTCH BOYD BOARD MEMBER 0.50 0 X 0 0 0 TOM STOCK BOARD MEMBER 0.50 0 X 0 0 0 KEITH HARMON BOARD MEMBER 0.50 0 X 0 0 0 STEVE RUSS BOARD MEMBER 0.5 0 X 0 0 0 JIM HARRIS BOARD MEMBER 0.5 0 X 0 0 0 HANK COLLIS BOARD MEMBER 0.50 0 X 0 0 0 EILEEN MESSNICK BOARD MEMBER 0.50 0 X 0 0 0 EUGENE GUSZKOWSKI BOARD MEMBER 0.50 0 X 0 0 0 585313 0 88838 3 0 1 0 GREENFIELD REHAB AGENCY 3360 GATEWAY ROAD SUITE 100 BROOKFIELD WI 53045 THERAPY SERVICES 1004350 THRIFTY WHITE PHARMACY PO BOX 41910 PLYMOUTH MN 55442 PHARMACY PROVIDER 228287 2 0 0 0 0 0 21114 0 21114 NET RESIDENTIAL & SKILLED CARE 623000 17157024 17157024 0 0 234890 234890 0 0 17391914 2790510 2790510 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 25184 0 -25184 -25184 -25184 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 20178354 20157240 0 0 0 0 0 0 0 0 0 0 434943 0 434943 0 0 0 0 0 9155786 8490147 665639 0 107703 94779 12924 0 1008258 945488 62770 0 697027 606414 90613 0 0 0 0 0 0 0 0 0 29000 0 29000 0 0 0 0 0 0 0 0 0 0 0 186221 130231 55990 0 79973 0 79973 0 176848 19053 157795 0 0 0 0 0 0 0 0 0 932886 870374 62512 0 0 0 0 0 0 0 0 0 13678 7417 6261 0 207685 197301 10384 0 0 0 0 0 1367333 1298966 68367 0 169483 144061 25422 0 MEDICAL SUPPLIES 1393921 1393921 0 0 FOOD & KITCHEN SUPPLIES 535305 535305 0 0 SUPPLIES 419825 400714 19111 0 DUES & SUBSCRIPTIONS 154648 51961 102687 0 80671 68774 11897 0 17151194 15254906 1896288 0 2247262 2276446 409101 8555236 0 0 836702 1048973 0 0 0 0 1175 1271 37989 47588 71677 100370 34752330 19175587 16300691 15576743 15784305 10443252 0 0 0 0 0 0 0 0 35688902 38049879 881702 917209 3850000 3250000 0 0 0 0 0 0 0 0 600000 600000 0 0 265500 163810 5597202 4931019 X 25874029 28235835 4217671 4883025 30091700 33118860 35688902 38049879 3027160 0 0 0 0 0 X 0 1 X 1 0 X 60207 186584 25925 28084 21114 321914 13579047 14331542 16433522 16665816 17417098 78427025 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 13639254 14518126 16459447 16693900 17438212 78748939 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 78748939 1001086 -2340894 1491564 1870456 2790510 4812722 0 0 0 0 0 0 1001086 -2340894 1491564 1870456 2790510 4812722 0 0 0 0 0 0 0 0 0 0 0 0 14640340 12177232 17951011 18564356 20228722 83561661 0.94241 0.95586 0.05759 0.04414 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1342994 1342994 0 9074746 7094524 1980222 0 18205183 8167230 10037953 0 4371111 3012408 1358703 0 1758296 901425 856871 15576743 REFUNDABLE ENTRANCE FEES 115812 CONTRACT LIABILITIES 47998 163810 X 0 0 0 1 0 1 0 0 0 KRISTINE SPRTEL PRESIDENT/CEO 225720 0 27650 0 42199 0 0 0 6611 0 302180 0 0 0 Schedule J, Part I, Line 5 THE PERCENTAGE OF REVENUE OVER BUDGET WAS ONE OF SEVERAL CALCULATIONS THAT WERE MADE BY THE EXECUTIVE COMMITTEE WHEN DETERMINING THE PERFORMANCE BONUS FOR THE PRESIDENT/CEO. Schedule J, Part I, Line 6 THE PERCENTAGE OF REVENUE OVER BUDGET WAS ONE OF SEVERAL CALCULATIONS THAT WERE MADE BY THE EXECUTIVE COMMITTEE AND THE PRESIDENT/CEO WHEN DETERMINING BONUS AMOUNTS. Form 990, Part VI, Section B, Line 11b NO REVIEW WAS CONDUCTED. BOARD MEMBERS ARE ADVISED THAT THE 990 HAS BEEN FILED AND THEY ARE WELCOME TO RECEIVE A COPY OF THE DOCUMENT UPON REQUEST. Form 990, Part VI, Section B, Line 12c THE BOARD'S CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED BY THE BOARD ITSELF. IF THE BOARD HAS A REASONABLE SUSPICION THAT A MEMBER HAS FAILED TO DISCLOSE EITHER AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, OR ALL MATERIAL FACTS SURROUNDING THE ACTUAL OR POTENTIAL CONFLICT HAVE NOT BEEN PROVIDED, THEN THE DIRECTOR WILL BE GIVEN AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. AFTER HEARING THE RESPONSE, THE BOARD WILL CONDUCT FURTHER INVESTIGATION IF THE DETERMINATION IS MADE THAT THE DISCLOSURE REQUIREMENTS WERE NOT MET. THE BOARD SHALL TAKE DISCIPLINARY ACTIONS, INCLUDING CORRECTIVE ACTIONS OR REMOVAL FROM THE BOARD. Form 990, Part VI, Section B, Line 15 THE EXECUTIVE COMMITTEE OF THE BOARD ESTABLISHES THE ANNUAL WAGE OF THE CEO/PRESIDENT. Form 990, Part VI, Section C, Line 19 COPIES OF THE AUDITED FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND IRS FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST.