MONROE JOINT VENTURE INC D/B/A ST CLARE FRIEDENSHEIM

EIN: 311663896 501(c)(3) Human Services

NEW GLARUS, WI

Total Revenue
$2,375,035
Total Expenses
$2,065,074
Total Assets
$3,486,795
Net Assets
$608,589
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1999
Legal Domicile
WI
Principal Officer
MATT STREIFF
Phone
6085272126
Tax Period
2023-07-01 to 2024-06-30

MONROE JOINT VENTURE INC D/B/A ST CLARE FRIEDENSHEIM, founded in 1999, is a community nonprofit in the Human Services sector that reported $2.4M in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $2.1M left a modest 13% surplus.

Mission

TO OPERATE AN ASSISTED LIVING APARTMENT FACILITY DESIGNED TO MEET THE VARIOUS PHYSICAL, EMOTIONAL, RECREATIONAL, SOCIAL, AND SIMILAR NEEDS FOR THE ELDERLY AT THEIR VARYING LEVELS OF INDEPENDENCE.

Program Service Accomplishments

Program 1
Expenses: $1,902,629 Revenue: $2,141,816

OPERATION OF A 50-UNIT ASSISTED LIVING APARTMENT COMPLEX. RESIDENTS ARE OFFERED A FREE DAILY BREAKFAST, LIVE ENTERTAINMENT AND SHOPPING TRIPS, AN EXERCISE PROGRAM, WEEKLY CHURCH SERVICES, RN WELLNESS...

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OPERATION OF A 50-UNIT ASSISTED LIVING APARTMENT COMPLEX. RESIDENTS ARE OFFERED A FREE DAILY BREAKFAST, LIVE ENTERTAINMENT AND SHOPPING TRIPS, AN EXERCISE PROGRAM, WEEKLY CHURCH SERVICES, RN WELLNESS CHECKS AND DAILY ACTIVITES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $250
Program Service Revenue $2,141,816
Investment Income $211,170
Other Revenue $21,799
TOTAL REVENUE $2,375,035

Expense Breakdown

Grants Paid $0
Salaries & Benefits $951,443
Fundraising Expenses $0
Program Expenses $1,902,629
Other Expenses $1,113,631
TOTAL EXPENSES $2,065,074

Year-over-Year Comparison

2023 2022 Change
Revenue $2,375,035 $1,725,969 +0.4%
Expenses $2,065,074 $2,018,096 +0.0%
Net Income $309,961 $-292,127 -2.1%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
6
Independent Members
5
Employees
N/A
Volunteers
7

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$81,443
Total Directors
6
$173,160
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID WICKLINE PRESIDENT 1.00
Officer Director
$0 $0 $0
JANE CURRAN-MEULI DIRECTOR 1.00
Director
$0 $0 $0
TONY GRATZ DIRECTOR 1.00
Director
$0 $0 $0
REV MICHAEL TODD HACKMAN DIRECTOR 1.00
Director
$0 $0 $0
JILL KLOSSNER DIRECTOR 1.00
Director
$0 $0 $0
MATT STREIFF DIRECTOR 1.00
Director
$0 $30,330 $173,160
KARRISA CUPPS RCAC ADMIN 40.00
Officer
$0 $28,149 $81,443
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $2,375,035 $2,065,074 $3,486,795 $309,961
2023 $1,725,969 $2,018,096 $3,347,613 $-292,127
2022 $890,478 $1,929,325 $3,701,146 $-1,038,847
2021 $1,650,637 $1,846,227 $4,016,421 $-195,590
2020 $1,712,066 $1,747,124 $3,749,879 $-35,058
2019 $1,531,462 $1,715,224 $3,972,341 $-183,762
2018 $1,670,902 $1,721,727 $4,313,131 $-50,825
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