The Legacy At St Josephs Home
- Assets
- $5.7m
- Revenue
- $3.6m
- Investments
- $0.0
- Employees
- 90
- Location
- Kenosha, WI
- Founding
- 03/1946
- Data as of
- 12/2021
- EIN
- 39-0806866
Organization Overview
The Legacy At St Josephs Home is located in Kenosha, WI. The organization was established in 1946. According to its NTEE Classification (E90) the organization is classified as: Nursing, under the broad grouping of Health Care and related organizations. As of 12/2021, Legacy At St Josephs Home employed 90 individuals. This organization is a subordinate organization within an affiliated group for tax-exemption purposes. Legacy At St Josephs Home is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Legacy At St Josephs Home generated $3.6m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (9.7%) each year. All expenses for the organization totaled $3.7m during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (9.2%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
OUR MISSION IS TO OFFER AN ENRICHED LIFESTYLE TO SENIORS BY PROVIDING 5-STAR QUALITY CARE FOR THOSE WHOSE LIVES ARE ENTRUSTED TO US.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE LEGACY AT ST JOSEPHS IS A 70 BED ENHANCED ASSISTED LIVING FACILITY LOCATED IN KENOSHA, WISCONSIN. THE LEGACY OFFERS AN ENRICHED LIFESTYLE TO SENIORS BY PROVIDING 5-STAR QUALITY CARE IN ACTIVITIES OF DAILY LIVING. RESIDENTS ARE PROVIDED WITH RECREATIONAL ACTIVITIES IN A CLEAN AND CHEERFUL ENVIRONMENT TO SUPPORT COGNITIVE SKILLS AND OPPORTUNITIES FOR SOCIALIZATION. OPPORTUNITIES FOR SPIRITUAL ENHANCEMENT AND COUNSELING ARE ALSO PROVIDED. OTHER AMENITIES INCLUDE FULL SERVICE DINING, LANDSCAPED GROUNDS AND SITTING AREAS, AND RESIDENT DOGS TO PROVIDE PET THERAPY. PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY SERVICES ARE ALSO PROVIDED TO RESIDENTS. THE LEGACY PROVIDED 12,178 DAYS OF COMMUNITY BASED RESIDENTIAL FACILITY CARE IN 2021.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Sr Mary Emmanuel Apanites Sec/trea Loa222 | OfficerTrustee | 40 | $119,136 |
Asi Schmid-Dondero Administrator | 40 | $118,671 | |
Carrie Anderson Nursing Director | 40 | $109,842 | |
Sr Maria Giuseppe Moxley President | OfficerTrustee | 1 | $0 |
Sr M Immaculata Osterhaus VP Died 2022 | OfficerTrustee | 1 | $0 |
Sr Faustina Marie Koga Treasurer 32022 | Trustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
New Horizon Foods Dietary/housekeeping | 12/30/19 | $772,297 |
Genesis Rehabilitation Services Therapy Services | 12/30/19 | $368,343 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $589,190 |
| All other contributions, gifts, grants, and similar amounts not included above | $2,424 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $591,614 |
| Total Program Service Revenue | $2,653,508 |
| Investment income | $298,846 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $15,600 |
| Net Gain/Loss on Asset Sales | -$3,401 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $3,561,288 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $118,671 |
| Compensation of current officers, directors, key employees. | $106,804 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,931,094 |
| Pension plan accruals and contributions | $75 |
| Other employee benefits | $145,735 |
| Payroll taxes | $159,235 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $100 |
| Fees for services: Accounting | $23,854 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $39,945 |
| Advertising and promotion | $11,160 |
| Office expenses | $28,621 |
| Information technology | $20,725 |
| Royalties | $0 |
| Occupancy | $506,963 |
| Travel | $8,110 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $210,961 |
| Insurance | $161,564 |
| All other expenses | $5,157 |
| Total functional expenses | $3,666,248 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $504,183 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $4,054 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $1,305,193 |
| Investments—publicly traded securities | $3,860,236 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $5,673,666 |
| Accounts payable and accrued expenses | $293,013 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $293,013 |
| Net assets without donor restrictions | $5,380,653 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $5,673,666 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that The Legacy At St Josephs Home has recieved totaling $50.
| Awarding Organization | Amount |
|---|---|
Abbvie Foundation North Chicago, IL PURPOSE: MATCHING GRANTS | $50 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Episcopal Church Home Of Minnesota St Paul, MN | $16,442,876 | $17,426,878 |
Congregational Home Inc Brrokfield, WI | $34,639,995 | $16,270,483 |
St Anns Home Inc Grand Rapids, MI | $12,643,379 | $8,762,695 |
Phs Interlude Fridley Llc Roseville, MN | $15,501,236 | $8,375,930 |
Christian Care Muskegon, MI | $8,570,957 | $8,599,132 |
Presbyterian Homes Hospice Inc Roseville, MN | $20,686,662 | $12,409,098 |
Westlake Health Foundation Oakbrook Terrace, IL | $174,420,740 | $17,879,146 |
Aspirus Extended Services Inc Wausau, WI | $3,801,407 | $4,592,675 |
Sinsinawa Nursing Inc Watertown, WI | $3,412,383 | $7,285,712 |
The Legacy At St Josephs Home Kenosha, WI | $5,673,666 | $3,561,288 |
Home Centered Care Institute Schaumburg, IL | $3,863,726 | $2,799,847 |
Association For Nursing Professional Development Chicago, IL | $6,574,208 | $3,317,405 |