2026-07-20T11:04:03-05:00 2025-12-31 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 220 DULUTH MN 55812 990 2025-01-01 391319766 GOOD SHEPHERD SERVICES LTD GOOD 9208336856 607 E BRONSON RD SEYMOUR WI 54165 CAYLA YAKAITES EXECUTIVE DIRECTOR 9208336856 2026-07-17 1 JESSICA NATUS P01799381 2187224705 2026-07-17 2025 2025-03-06 01:10:19Z CAYLA YAKAITES 607 E BRONSON RD SEYMOUR WI 54165 10338782 0 X GOODSHEPHERDSERVICES.ORG X 1982 WI TO PROVIDE CARE FOR THE ELDERLY, CHILDREN, AND DISABLED. 9 9 292 11 0 0 162374 76934 9746099 10032442 107017 100702 17092 24454 10032582 10234532 0 0 0 0 6860519 6730355 0 0 200 2999307 3175607 9859826 9905962 172756 328570 7719576 7713319 1781874 1328929 5937702 6384390 X GOOD SHEPHERD SERVICES IS A FAITH-BASED CAMPUS THAT PROVIDES HEALTH AND SOCIAL SERVICES TO THOSE WE SERVE, INCLUDING OUR COMMUNITY. WE ARE DEDICATED TO SERVING THOSE ENTRUSTED TO US WITH DIGNITY, RESPECT AND COMPASSION, IN A SAFE AND WELCOMING ENVIRONMENT. WE STRIVE TO PROVIDE EXTRAORDINARY CARE, WHILE CREATING MOMENTS OF JOY AND A SENSE OF BELONGING. 0 1 3977147 0 4547538 50 BED NURSING HOME PROVIDING SKILLED NURSING SERVICES TO THE ELDERLY, DISABLED, AMONG OTHER POPULATIONS. GOOD SHEPHERD SERVICES IS A FAITH-BASED CAMPUS THAT PROVIDES HEALTH AND SOCIAL SERVICES TO THOSE WE SERVE, INCLUDING OUR COMMUNITY. WE ARE DEDICATED TO SERVING THOSE ENTRUSTED TO US WITH DIGNITY, RESPECT AND COMPASSION, IN A SAFE AND WELCOMING ENVIRONMENT. WE STRIVE TO PROVIDE EXTRAORDINARY CARE, WHILE CREATING MOMENTS OF JOY AND A SENSE OF BELONGING. TO ENSURE RESIDENT CHOICE IN THEIR DAILY LIVES WE HAVE ASSIMILATED THE FOLLOWING PROGRAMS, A "NO WAKE" PROGRAM, DAILY WELLNESS CLASSES, BUFFET DINING, EXTENDED DINING HOURS, 24 HOUR ALA CARTE DINING, A RESIDENT DIRECTED ACTIVITY PROGRAM CALLED "COME SEE" (LITERALLY, AS WHATEVER IS GOING ON CAN CHANGE ON RESIDENT DIRECTION AT ANY TIME). WE ENCOURAGE RESIDENTS TO MAINTAIN THEIR SOCIAL LIVES.CEDAR LANE PROVIDES 11 PRIVATE ROOMS WITH PRIVATE BATHROOM AND SHOWER AREA FOR OUR RESIDENTS WHO COME TO STAY WITH US FOR A SHORT REHABILITATION STAY. OUR ENVIRONMENT ALSO HAS HAD MANY OTHER UPGRADES IN RECENT YEARS INCLUDING SPA BATHROOMS, LARGE ACTIVITY AREA CALLED THE FRIENDSHIP ROOM, UPGRADES TO SHARED SPACES INCLUDING FIREPLACES AND WARM, COMFORTABLE SEATING. WE CONTINUE TO PROVIDE EXCELLENT CARE AS NOTED BY OUR CONSISTENT EXCELLENT STATE NURSING HOME SURVEYS AND POSITIVE QUALITY INDICATOR TRENDS. WE HAVE CONSISTENTLY MAINTAINED A 5-STAR RATING AWARDED BY CMS. GOOD SHEPHERD HOME HAS BEEN AWARDED "BEST NURSING HOME" BY US NEWS AND WORLD REPORT MANY TIMES. 1773405 0 2053857 THE MEADOW WOOD APARTMENTS PROVIDE FOUR TWO-BEDROOM AND 32 ONE-BEDROOM APARTMENTS FOR COMMUNITY MEMBERS IN NEED OF ASSISTED LIVING SERVICES. MEADOW WOOD HAD AN AVERAGE CENSUS OF 35 TENANTS FOR THE YEAR. DURING 2025, MEADOW WOOD HAD 17 ADMISSIONS AND 11 DISCHARGES, 5 OF WHICH WERE ADMITTED TO THE NURSING HOME OR CBRF, THUS SUPPORTING THE CONTINUITY OF SERVICE CONCEPT WITHIN THE ORGANIZATION. 884579 0 1103510 FOREST GLEN CBRF OFFERS 20 APARTMENTS TO THOSE OLDER ADULTS THAT REQUIRE SUPERVISION OR ASSISTANCE. FOREST GLEN HAS ONE AND TWO BEDROOM APARTMENTS AVAILABLE. FOREST GLEN PROVIDES MEDICAL MANAGEMENT, PERSONAL CARE, HOUSEKEEPING, LAUNDRY, ACTIVITIES, APARTMENT AND DINING SERVICES FOR A MONTHLY FLAT FEE. EACH APARTMENT PROVIDES A BEDROOM AREA, A LIVING AREA AND A PRIVATE BATH WITH SHOWER. DURING 2025, FOREST GLEN HAD 5 ADMISSIONS AND 3 DISCHARGES. TWO OF THE ADMISSIONS CAME FROM THE NURSING HOME. FOREST GLEN ENDED THE YEAR WITH AN AVERAGE CENSUS OF 19.31. 831282 0 753368 GOOD SHEPHERD CHILDREN'S CENTER SERVES CHILDREN FROM 6 WEEKS TO 12 YEARS OLD. FAMILIES ARE ABLE TO ENROLL THEIR CHILDREN FULL TIME AND PART TIME IN THE CENTER AND IN A BEFORE AND/OR AFTER SCHOOL PROGRAM. IN 2025, 123 CHILDREN WERE ENROLLED IN OUR CENTER. GOOD SHEPHERD CHILDREN'S CENTER DOES PARTICIPATE IN THE WISCONSIN DEPARTMENT OF CHILDREN AND FAMILIES' YOUNG STAR PROGRAM. THE YOUNG STAR PROGRAM IS A 5-STAR QUALITY RATING AND IMPROVEMENT SYSTEM FOR CHILD CARE PROVIDERS. IT BASES A CHILD CARE CENTER'S RATING ON LEARNING ENVIRONMENT AND CURRICULUM, EDUCATION, HEALTH AND WELLBEING OF THE CHILD AND BUSINESS AND PROFESSIONAL PRACTICES.THE CHILDREN'S CENTER CONTINUES THE 3K PROGRAM THAT WAS ESTABLISHED IN 2017. THE PROGRAM TEACHES IMPORTANT SOCIAL SKILLS AND PROVIDES A VARIETY OF LEARNING AND PLAY EXPERIENCES. THE PROGRAM RUNS ON MORNINGS FOUR DAYS A WEEK AND HAD 14 CHILDREN ENROLLED IN 2025. THE CHILDREN'S CENTER CLOSED DECEMBER 31, 2025. 809578 0 1127989 THE SHEPHERD'S INN OFFERS 20 APARTMENTS TO THOSE OLDER ADULTS THAT REQUIRE SUPERVISION OR ASSISTANCE. THE INN HAS ONE AND TWO BEDROOM APARTMENTS AVAILABLE. THE SHEPHERD'S INN PROVIDES MEDICAL MANAGEMENT, PERSONAL CARE, HOUSEKEEPING, LAUNDRY, ACTIVITIES, APARTMENT AND DINING SERVICES FOR A MONTHLY FLAT FEE. EACH APARTMENT PROVIDES A BEDROOM AREA, A LIVING AREA AND A PRIVATE BATH WITH SHOWER. DURING 2025, SHEPHERD'S INN HAD 9 ADMISSION AND 6 DISCHARGES. FOUR OF THE ADMISSIONS CAME FROM THE NURSING HOME AND ONE FROM MEADOW WOOD. ONE OF THE DISCHARGES CAME TO THE NURSING HOME. SHEPHERD'S INN ENDED THE YEAR WITH AN AVERAGE CENSUS OF 18.79. 31358 0 291963 GOOD SHEPHERD SERVICES (GSS) REHAB CLINIC OFFERS PHYSICAL, OCCUPATIONAL AND SPEECH THERAPIES TO THOSE THAT LIVE IN OUR RESIDENTIAL PROGRAMS AND TO THE COMMUNITY ON AN OUTPATIENT BASIS. GSS REHAB CLINIC IS RUN AND OPERATED BY GREENFIELD REHABILITATION AGENCY AS OF 1/1/25. 1672218 0 2173320 8307349 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 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 0 0 0 1 32 0 292 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X RACHAEL GUSTMAN 9208336856 607 E BRONSON RD SEYMOUR WI 54165 KARLA MCCLONE PRESIDENT 0.25 X X 0 0 0 JOEL WALTERS VICE PRESIDENT 0.25 X X 0 0 0 JEAN KATCH SECRETARY 0.25 X X 0 0 0 LORRIE JACOBETTI TREASURER (THRU APR 2025) 0.25 X X 0 0 0 PAULA HELMS BOARD MEMBER 0.25 X 0 0 0 LISA RICKERT BOARD MEMBER 0.25 X 0 0 0 TODD SCHROEDER BOARD MEMBER 0.25 X 0 0 0 TOM SMET BOARD MEMBER 0.25 X 0 0 0 PASTOR TY STONEBURNER BOARD MEMBER (THRU APR 2025) 0.25 X 0 0 0 JOYCE ZAHN BOARD MEMBER 0.25 X 0 0 0 PAM ZAK BOARD MEMBER 0.25 X 0 0 0 CAYLA YAKAITES EXECUTIVE DIRECTOR 40.00 X 159900 0 7880 RACHAEL GUSTMAN DIRECTOR OF BUSINESS OPERATIONS 40.00 X 108684 0 26984 DAWN GILLIAM FINANCE DIRECTOR (THRU MAR 2025) 40.00 X 62781 0 7889 331365 0 42753 2 0 1 0 WIPFLI PO BOX 3160 MILWAUKEE WI 53201 CONTRACTED FINANCIAL SERVICES 232465 GREENFIELD REHABILITATION AGENCY 3380 GATEWAY RD STE 100 BROOKFIELD WI 53029 CONTRACTED THERAPY SERVICES 160581 2 46404 30530 76934 NURSING HOME 623000 4599502 4547538 51964 MEADOW WOOD 623000 2062085 2053857 8228 SHEPHERD'S INN 623000 1181805 1127989 53816 FOREST GLEN 623000 1143719 1103510 40209 CHILD CARE CENTER 624410 753368 753368 291963 291963 10032442 56106 56106 111650 87196 24454 24454 24454 61150 500 17054 0 44096 500 44596 44596 10234532 9878225 0 279373 374118 188662 185456 5598729 5025416 573313 26462 24397 2065 289722 257728 31994 441324 384746 56578 8733 8733 139309 139309 14679 14679 562767 462765 100002 37354 4250 33104 105028 67764 37264 194759 10812 183947 450159 450159 19524 19032 492 18553 17814 739 67865 58011 9854 563536 481455 82081 146271 46149 100122 DIETARY EXPENSE 374497 374497 PROGRAM SUPPLIES 319362 319362 ROOM TAX ASSESSMENT 93500 93500 DUES/SUBSCRIPTIONS/LICE 35915 4535 31380 23796 16295 7301 200 9905962 8307349 1598413 200 938910 1282092 196993 231447 516584 633693 29807 29807 85459 43324 18867273 15128395 4171461 3738878 1750615 1750326 29747 3752 7719576 7713319 869042 788673 2401 3752 882316 535735 28115 769 1781874 1328929 X 5917702 6364390 20000 20000 5937702 6384390 7719576 7713319 328570 118118 0 X 0 1 X 1 0 X 1438471 496112 324784 162374 76934 2498675 7355891 7979758 9267274 9616113 9878225 44097261 202278 239991 208835 129986 154217 935307 8996640 8715861 9800893 9908473 10109376 47531243 0 176590 151979 336160 644951 400680 1710360 176590 151979 336160 644951 400680 1710360 45820883 125975 135948 151632 162386 167756 743697 125975 135948 151632 162386 167756 743697 9122615 8851809 9952525 10070859 10277132 48274940 0.94920 0.95210 0.01540 0.01470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 20000 2047 2047 20000 20000 1397 1397 20000 20000 2289 2289 20000 20000 299 299 20000 20000 199 199 20000 0.00000 1.00000 0.00000 0 0 162776 162776 13377527 10885191 2492336 5325802 4243204 1082598 1168 1168 3738878 FINANCE LEASE LIABILITIES 769 769 10425167 118118 118118 10307049 14679 -87196 -72517 10234532 9978479 87196 87196 9891283 14679 14679 9905962 PART IV, LINE 2B: THE ORGANIZATION HAS RESIDENT FUNDS HELD IN TRUST. RESIDENTS' FUNDS HELD IN TRUST CONSIST OF AMOUNTS ON DEPOSIT WITH THE FACILITY BY RESIDENTS FOR SAFEKEEPING. THESE FUNDS CAN BE WITHDRAWN AT ANY TIME BY THE RESIDENTS. PART V, LINE 4: DURING 1993, A PERMANENTLY RESTRICTED ENDOWMENT WAS CREATED FROM A SINGLE DONATION OF $20,000. THE EARNINGS FROM THIS ENDOWMENT ARE RESTRICTED FOR THE USE OF THE BENEFIT OF THE RESIDENTS OF GOOD SHEPHERD. PART XI, LINE 4B - OTHER ADJUSTMENTS: EXPENSE ALLOCATED TO RENTAL INCOME -87,196. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSE ALLOCATED TO RENTAL INCOME 87,196. X X 0 0 0 0 0 0 0 0 0 CAYLA YAKAITES EXECUTIVE DIRECTOR 159793 0 0 0 107 0 1616 0 6264 0 167780 0 0 0 FORM 990, PART III, LINE 3 GOOD SHEPHERD CHILDREN'S CENTER CLOSED DECEMBER 31, 2025. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S MEMBERSHIP CONSISTS OF CHURCH CONGREGATIONS IN THE GENERAL GEOGRAPHIC AREA OF THE CITY OF SEYMOUR, OUTAGAMIE COUNTY, WISCONSIN, HAVING VOTED TO PARTICIPATE OR WHO MAY, IN THE FUTURE, ON INVITATION, VOTE TO PARTICIPATE. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS SHALL ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS SHALL ELECT THE BOARD OF DIRECTORS, APPROVE THE ARTICLES OF INCORPORATION OR RESTATEMENTS THEREOF, APPROVE ANY SALE OF MORE THAN ONE-HALF (1/2) OF THE CORPORATE ASSETS OR ANY OTHER CORPORATE ACTION CONSTITUTING A CORPORATE REORGANIZATION, INCLUDING A MERGER OR DISSOLUTION OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 WAS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. BOARD APPROVAL WAS OBTAINED VIA EMAIL. DOCUMENTATION OF THE REVIEW AND APPROVAL PROCESS ARE INCLUDED IN THE BOARD MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED BY THE BOARD. ALSO, DIRECTORS, OFFICERS, COMMITTEE MEMBERS AND MANAGEMENT EMPLOYEES MUST COMPLETE ANNUALLY A CONFIDENTIALITY POLICY AGREEMENT AND CORPORATE INTEGRITY POLICIES STATEMENT. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE INDIVIDUAL INVOLVED WITH THE CONFLICT WILL RECUSE HIM/HERSELF FROM THE BOARD VOTE AND RESOLUTION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR IS HIRED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS HIRES AN INDEPENDENT AGENCY TO HELP WITH THE RECRUITING, INTERVIEWING AND COMPILING THE BENEFIT PACKAGE FOR THIS POSITION. ONCE HIRED, AN ANNUAL REVIEW/EVALUATION IS DONE BY THE BOARD OF DIRECTORS, AND AN ANNUAL INCREASE IS AGREED UPON BY USING THE MOST CURRENT LEADING AGE NURSING HOME SALARY AND BENEFITS REPORT. ANNUALLY, THE BOARD MAY ASK AN INDEPENDENT AGENCY TO EVALUATE THE COMPENSATION PACKAGE FOR THIS POSITION. THE BOARD (ONLY THOSE WITHOUT CONFLICT) VOTE ON THE ABOVE COMPENSATION AND THE DECISION IS DOCUMENTED. OTHER KEY EMPLOYEES' SALARIES ARE REVIEWED ON AN ANNUAL BASIS (INDIVIDUALLY THROUGHOUT THE YEAR) BY THE EXECUTIVE DIRECTOR. INCREASES ARE DETERMINED BY USING THE MOST CURRENT LEADING AGE NURSING HOME SALARY AND BENEFITS REPORT. SALARY CHANGES ARE APPROVED BY THE BOARD OF DIRECTORS DURING THE BUDGET PROCESS, AND THE DECISION IS DOCUMENTED. SALARIES FOR KEY EMPLOYEES ARE ONLY CHANGED DURING THE BUDGET PROCESS, WHICH THE BOARD OF DIRECTORS MUST APPROVE (THOSE WITHOUT CONFLICT) AND THE DECISION IS DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 GOOD SHEPHERD SERVICES, LTD WILL ALLOW PUBLIC ACCESS TO IRS FORM 990. THIS ACCESS WILL BE PROVIDED IN A MANNER CONSISTENT WITH THE CURRENT IRS REGULATIONS SECTION 301.6104 (D). THE ORGANIZATION BELIEVES CERTAIN GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE A PART OF THE ORGANIZATION THAT IS NOT AVAILABLE FOR PUBLIC VIEWING.