2026-04-01T15:26:13-05:00 2025-12-31 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2025-01-01 421056708 ST FRANCIS MANOR INC STFR 6412367592 2021 4TH AVENUE GRINNELL IA 50112 DION SCHRACK EXECUTIVE ADMINISTRATOR 6412367592 2026-03-31 1 BRIAN ARONSON P01425251 3192346885 2026-03-31 2025 2025-03-06 01:10:19Z DION SCHRACK 2021 4TH AVENUE GRINNELL IA 50112 11748437 0 X WWW.STFRANCISMANOR.COM X 1976 IA CONTINUING CARE RETIREMENT COMMUNITY 8 7 240 14 0 0 136767 256698 10104848 11033685 645970 65333 336532 392721 11224117 11748437 0 0 0 0 7487264 7212258 0 0 11470 4047188 3902397 11534452 11114655 -310335 633782 22540623 23685887 17842874 18447778 4697749 5238109 THE MISSION OF ST. FRANCIS MANOR, INC. IS TO CONSISTENTLY PROVIDE QUALITY SERVICE, STRIVING TO ENSURE A SUPPORTIVE ENVIRONMENT THAT PROMOTES THE PHYSICAL, MENTAL, EMOTIONAL AND SPIRITUAL WELL-BEING OF ALL THOSE WE SERVE, THROUGH DIGNITY, RESPECT AND INTEGRITY. 0 0 9707886 11426406 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY TO CARE FOR THE ELDERLY. ST. FRANCIS MANOR, INC. IS A SKILLED NURSING FACILITY OFFERING 78 CERTIFIED NURSING BEDS WHILE HAMMOND CENTER, LLC OPERATES AN ASSISTED LIVING FACILITY WITH 20 APARTMENTS. COMMUNITY SERVICES OF ST. FRANCIS, LLC PROVIDES HOME HEALTH CARE. 9707886 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 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 1 23 0 1 240 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X DION SCHRACK 6412367592 2021 4TH AVE GRINNELL IA 50112 X SAMMI BRYAN DIRECTOR, HAMMOND CENTER MANAGER/RN 41.00 X 112968 0 19965 TERYL VER PLOEG CHAIRPERSON 1.00 X X 0 0 0 TODD HONOLD VICE-CHAIRPERSON 1.00 X X 0 0 0 LEE MCFEE END 32126 SECRETARY/TREASURER 1.00 X X 0 0 0 MIKE THORNDIKE DIRECTOR 1.00 X 0 0 0 LINDSEY WARNICK DIRECTOR 1.00 X 0 0 0 GARY DOWNEY DIRECTOR 1.00 X 0 0 0 LANCE HORBACH DIRECTOR 1.00 X 0 0 0 KENT BROWN END 10125 SECRETARY/TREASURER 1.00 X X 0 0 0 CONNIE SCURR END 122225 DIRECTOR 1.00 X 0 0 0 DION SCHRACK EXECUTIVE ADMINISTRATOR 55.00 X 212089 0 227612 KORY PROBASCO DIRECTOR OF NURSING 40.00 X 129483 0 19919 ROSALIND VANGORP NURSE 40.00 X 130000 0 8911 KAYLA LINT ASST. DIRECTOR OF NURS 40.00 X 106208 0 11967 ROY MARSHALL NURSE 40.00 X 119229 0 12402 809977 0 300776 6 0 1 0 VANTERRA FOUNDATION SOLUTIONS LLC 1962 STATE HWY 92 WINTERSET IA 50273 CRAWLSPACE REPAIR 909514 GRAPETREE MEDICAL STAFFING LLC 2501 BOJI BEND DR STE 100 MILFORD IA 51351 CONTRACT - NURSE AIDE STAFFING 126573 CRANSTON LANDSCAPING 1079 DIAMOND TRL RD MONTEZUMA IA 50171 LANDSCAPING 126540 3 256698 256698 NURSING CARE 623000 9661878 9661878 DEFERRED REVENUE RECOGNIZED 623000 703926 703926 OTHER OPERATING SERVICES 623000 413951 413951 ANCILLARY SERVICES 621610 253930 253930 11033685 63808 63808 1525 0 1525 1525 1525 CONTRACT REVENUE 900099 392721 392721 392721 11748437 11426406 0 65333 572633 132932 438560 1141 5802487 5421695 375869 4923 309024 299843 9181 528114 476602 51068 444 17355 17355 135876 131476 4400 42166 25377 16789 10754 10754 95964 95964 364975 275965 89010 131284 131284 1455575 1455575 76406 76406 SUPPLIES 924682 924682 FOOD 326246 326246 REPAIRS AND MAINTENANCE 192733 192733 128381 44952 82867 562 11114655 9707886 1395299 11470 845554 1242175 2105286 2522845 602956 732471 53215 58399 34639 35691 44253 62015 40227836 21195545 18854720 19032291 22540623 23685887 686623 835044 12481498 13071834 4634753 4498650 40000 42250 17842874 18447778 X 4697749 5238109 4697749 5238109 22540623 23685887 X 633782 -93422 X 0 1 X 1 0 X 1599496 111130 153459 136767 256698 2257550 7927956 8967350 10045179 10441380 11426406 48808271 9527452 9078480 10198638 10578147 11683104 51065821 0 380700 647097 856332 1106837 1186236 4177202 380700 647097 856332 1106837 1186236 4177202 46888619 3986 7135 32254 54247 63808 161430 3986 7135 32254 54247 63808 161430 9531438 9085615 10230892 10632394 11746912 51227251 0.91530 0.92770 0.00320 0.00210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 791891 791891 33601421 16660279 16941142 2229581 1824243 405338 3604943 2711023 893920 19032291 RESIDENT DEPOSITS HELD 42250 42250 X X 0 0 0 0 0 0 0 0 0 DION SCHRACK EXECUTIVE ADMINISTRATOR 212089 0 0 0 0 0 202358 0 25254 0 439701 0 0 0 PART I, LINE 3 THE FINANCE COMMITTEE MET TO CONSIDER THE APPROPRIATE COMPENSATION FOR THE ADMINISTRATOR. EFFECTIVE FOR THE YEAR ENDED DECEMBER 31, 2025, THE BOARD APPROVED A ONE TIME ACCRUAL FOR PREVIOUS VACATION HOURS UNUSED BY THE ADMINISTRATOR. A CITY OF GRINNELL IOWA 426004734 2010-12-17 1250000 HEALTH CARE FACILITY REVENUE BOND (ST. FRANCIS MANOR PROJECT) SERIES 2010 0 1 0 A 1250000 36962 1250000 2012 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 SHELLEY SCHRACK ADMINISTRATOR'S WIFE 76009 PAYROLL & BENEFITS 0 FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS CHANGED TO INCLUDE THE FOLLOWING AS ONE OF THE PURPOSES OF THE ORGANIZATION: "THE OTHER PURPOSE IS TO PROVIDE CONTRACTUAL ADMINISTRATIVE, MANAGEMENT, LEASEHOLD AND GENERAL OVERSIGHT AND COORDINATION SERVICES TO HAMMOND CENTER, LLC, AN ASSISTED LIVING FACILITY, SEELAND PARK, A COOPERATIVE HOUSING FACILITY, AND COMMUNITY SERVICES OF ST. FRANCIS LLC, A PRIVATE HOME HEALTH AGENCY. HAMMOND CENTER, SEELAND PARK AND COMMUNITY SERVICES OF ST. FRANCIS ARE LOCATED ON AN EXTENDED CAMPUS TOGETHER WITH ST. FRANCIS MANOR. ALONG WITH ST. FRANCIS MANOR, THEY CONSTITUTE COORDINATED COMPONENTS OF A CONTINUING CARE RETIREMENT COMMUNITY IN GRINNELL, AND ARE PART OF THE CHARITABLE MISSION OF ST. FRANCIS MANOR." FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS CHANGED TO INCLUDE THE FOLLOWING REGARDING VOTING APPROVAL REQUIRMENTS: "CONSENT WITHOUT MEETING. ACTION REQUIRED OR PERMITTED TO BE TAKEN BY THE BOARD OF TRUSTEES MAY BE TAKEN WITHOUT A MEETING IF EACH TRUSTEE SIGNS A CONSENT DESCRIBING THE ACTION TO BE TAKEN AND DELIVERS IT TO THE CORPORATION. A CONSENT SO SIGNED HAS THE EFFECT OF ACTION TAKEN AT A MEETING AND MAY BE DESCRIBED AS SUCH IN ANY DOCUMENT. SUCH CONSENT MAY BE IN THE FORM OF A REGULAR EMAIL OSTENSIBLY FROM A TRUSTEE WHICH IN SUBSTANCE EXPRESSES CONSENT TO THE PROPOSED ACTION." FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS CHANGED TO INCLUDE THE FOLLOWING DUTY OF THE FINANCE COMMITTEE: "APPROVE AUDIT, FORM 990 AND EXECUTIVE COMPENSATION." FORM 990, PART VI, SECTION B, LINE 11B THE ST. FRANCIS MANOR, INC. FINANCE COMMITTEE REVIEWED THE 990 AND APPROVED THE RETURN BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C SFM CONDUCTS PERIODIC REVIEWS INCLUDING WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE AND ARE THE RESULT OF ARMS-LENGTH BARGAINING AND WHETHER PARTNERSHIP AND JOINT VENTURE ARRANGEMENTS CONFORM TO WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE PAYMENTS FOR GOODS AND SERVICES, FURTHER THE CHARITABLE PURPOSES OF SFM AND DO NOT RESULT IN INUREMENT OR IMPERMISSABLE PRIVATE BENEFIT. ALSO, THE SFM ADMINISTRATOR REVIEWS ANNUAL CONFLICT OF INTEREST DISCLOSURE FORMS COMPLETE BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE SFM ADMINISTRATOR'S COMPENSATION IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 18 ST. FRANCIS MANOR, INC. WILL PROVIDE A COPY OF ITS 990 UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 ST. FRANCIS MANOR, INC. WILL PROVIDE A COPY OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 3: SAMMI BRYAN WAS COMPENSATED FOR SERVICES AS AN EMPLOYEE AT HAMMOND CENTER, AND NOT AS A MEMBER OF THE BOARD OF DIRECTORS. FORM 990, PART XI, LINE 9: CONTRIBUTION OF EQUITY BETWEEN RELATED PARTIES -93,422. COMMUNITY SERVICES OF ST FRANCIS 2021 4TH AVENUE GRINNELL IA 50112 205825952 TO PROVIDE HOME HEALTH CARE IA 123846 19828 ST FRANCIS MANOR INC HAMMOND CENTER LLC 907 ORCHARD DRIVE GRINNELL IA 50112 812043570 TO PROVIDE ASSISTED LIVING FACILITY FOR THE ELDERLY IA 1719838 4386323 ST FRANCIS MANOR INC ST FRANCIS MANOR FOUNDATION 2021 FOURTH AVENUE GRINNELL IA 50112 262179671 RECEIVE, MAINTAIN & ACCEPT GIFTS FOR THE SOLE PURPOSE OF CONTRIBUTING TO SFM IA 501(C)(3) PUBLIC CHARITY ST FRANCIS MANOR INC 1 SEELAND PARK 2021 4TH AVENUE GRINNELL IA 50112 421337462 MANAGE, OPERATE AND MAINTAIN THE COMMON PROPERTY OF SEELAND PARK IA ST FRANCIS MANOR INC C 1 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 1 1 0 ST FRANCIS MANOR FOUNDATION C 253471 CASH CONTRIBUTION SEELAND PARK M 262800 MONTHLY FEE SEELAND PARK Q 413121 ACTUAL COSTS PAID SEELAND PARK R 93422 ACTUAL COSTS PAID