ST MARY'S HOME FOR THE AGED INC

EIN: 390826123 501(c)(3)

MANITOWOC, WI

Total Revenue
$17,598,208
Total Expenses
$16,257,072
Total Assets
$26,002,176
Net Assets
$5,094,205
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Financial Trends

Organization Details

Formation Year
1956
Legal Domicile
WI
Principal Officer
LUKE SCHUBERT
Phone
9206847171
Tax Period
2024-07-01 to 2025-06-30

ST MARY'S HOME FOR THE AGED INC, founded in 1956, is a mid-sized nonprofit that reported $17.6M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $16.3M left a modest 8% surplus.

Mission

AS A FACILITY THAT PROVIDES SKILLED NURSING, REHABILITATION, ASSISTED LIVING, AND INDEPENDENT LIVING, ST. MARY'S CONTINUES THE HEALING MINISTRY OF JESUS BY PROVIDING COMPASSIONATE CARE THAT SUPPORTS THE VALUES OF RESPECT FOR HUMAN DIGNITY, COMPASSION, TRANSFORMATION, SOLIDARITY WITH THE POOR AND JUSTICE AND PEACE.

Program Service Accomplishments

Program 1
Expenses: $14,106,906 Revenue: $17,149,098

ST. MARY'S EMPLOYS OVER 300 PEOPLE IN DIRECT CARE AND SUPPORT RESPONSIBILITIES, REPRESENTING APPROXIMATELY 80,000 RESIDENT DAYS PER YEAR. CARE IS PROVIDED IN SKILLED NURSING, ASSISTED LIVING AND...

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ST. MARY'S EMPLOYS OVER 300 PEOPLE IN DIRECT CARE AND SUPPORT RESPONSIBILITIES, REPRESENTING APPROXIMATELY 80,000 RESIDENT DAYS PER YEAR. CARE IS PROVIDED IN SKILLED NURSING, ASSISTED LIVING AND INDEPENDENT LIVING. SIGNIFICANT COMMUNITY SERVICE IS PROVIDED BY BOTH INDIVIDUALS SERVING ON BOARDS AND COMMITTEES AND BY THE ORGANIZATION SERVING AS A CLINICAL SITE FOR CURRICULUM REQUIREMENTS AND TRAINING FOR REGIONAL POST-SECONDARY EDUCATIONAL INSTITUTIONS IN ADDITION TO HOSTING VARIOUS OTHER EDUCATIONAL PROGRAMS.DURING 2024 - 2025, ST. MARY'S HOME PROVIDED IN EXCESS OF $1.2 MILLION IN UNREIMBURSED SERVICES FOR MEDICAID, FAMILY CARE, MEDICARE, AND MANAGED CARE RESIDENTS. IN ADDITION, HUNDREDS OF HOURS WERE DONATED TO AREA AGENCIES IN SUPPORT OF COMMUNITY ORGANIZATIONS AND EVENTS THAT BENEFIT RESIDENTS OF MANITOWOC COUNTY AND THE SURROUNDING AREAS. AMONG THE ORGANIZATIONS SUPPORTED THROUGH STAFF INVOLVEMENT ARE: ROTARY MANITOWOC, LAKESHORE TECHNICAL COLLEGE, DEMENTIA CARE SOLUTIONS, FIRST PRESBYTERIAN CHURCH, LEAN ON ME LAKESHORE, LEADING CHOICE NETWORK, ALZHEIMER'S ASSOCIATION, CHAMBER OF MANITOWOC COUNTY, MANITOWOC COOPERATIVE MINISTRY MEAL PROGRAM, MANITOWOC LAKESHORE AREA HUMAN RESOURCES ASSOCIATION, MANITOWOC SENIOR CENTER, MANITOWOC SYMPHONY ORCHESTRA, SALVATION ARMY, THE NEIGHBORHOOD, TWO RIVERS SENIOR CENTER, UNITED WAY MANITOWOC COUNTY, MANITOWOC COUNTY YOUTH APPRENTICE PROGRAM, LEADING AGE- WISCONSIN, MANITOWOC COUNTY LEADERSHIP COMMITTEE, GROW IT FORWARD, HOMELESS HYGIENE DRIVE RECIPIENTS (HOPE HOUSE, INCOURAGE DOMESTIC VIOLENCE SHELTER, LAKESHORE CAP SUPPORTIVE HOUSING PROGRAM, THE HAVEN OF MANITOWOC COUNTY, THE CROSSING),CATHOLIC WOMEN'S CLUB OF MANITOWOC COUNTY, COMMUNITY BOOK DISCUSSION MEETING SPACE, AND MANITOWOC COUNTY HISTORICAL SOCIETY. ST. MARY'S SERVED AS A CLINICAL SITE FOR LP AND AD NURSING STUDENTS ATTENDING LAKESHORE TECHNICAL COLLEGE.FINALLY, ESTIMATED COSTS TO PROVIDE ALL THE ABOVE OPPORTUNITIES IS $43,005.

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $331,204
Program Service Revenue $17,149,098
Investment Income $117,906
Other Revenue $0
TOTAL REVENUE $17,598,208

Expense Breakdown

Grants Paid $0
Salaries & Benefits $10,021,348
Fundraising Expenses $162,900
Program Expenses $14,106,906
Other Expenses $6,235,724
TOTAL EXPENSES $16,257,072

Year-over-Year Comparison

2024 2023 Change
Revenue $17,598,208 $15,390,116 +0.1%
Expenses $16,257,072 $16,085,936 +0.0%
Net Income $1,341,136 $-695,820 -2.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
13
Independent Members
12
Employees
371
Volunteers
62

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
$447,935
Total Directors
13
$292,833
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
FRANK SOLTYS DIRECTOR 1.00
Director
$0 $27,587 $292,833
REV GERALD FOLEY EMERITUS 1.00
Director
$0 $0 $0
THOMAS VEESER CHAIR 1.00
Director
$0 $0 $0
MARY MAURER VICE-CHAIR 1.00
Director
$0 $0 $0
MARCIA DONLON DIRECTOR 1.00
Director
$0 $0 $0
PASTOR MATT SAUER DIRECTOR 1.00
Director
$0 $0 $0
DENISE KITZEROW DIRECTOR 1.00
Director
$0 $0 $0
PAT BRANDEL DIRECTOR 1.00
Director
$0 $0 $0
MEGAN BRUCKSHEN DIRECTOR 1.00
Director
$0 $0 $0
CANDICE GIESEN DIRECTOR 1.00
Director
$0 $0 $0
JOSEPH POZORSKI III DIRECTOR 1.00
Director
$0 $0 $0
ASHLEY SHEETER DIRECTOR 1.00
Director
$0 $0 $0
BARBARA SPIES DIRECTOR 1.00
Director
$0 $0 $0
SHANNON OTTEN TREASURER/SECTRETARY 40.00
Officer
$144,430 $32,340 $176,770
LUKE SCHUBERT CEO/PRESIDENT 40.00
Officer
$219,530 $51,635 $271,165
DARCY WECH HC EMPLOYEE 40.00
Highest
$110,662 $5,667 $116,329
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 $17,598,208 $16,257,072 $26,002,176 $1,341,136
2024 $15,390,116 $16,085,936 $25,450,490 $-695,820
2023 $12,839,559 $14,114,347 $27,220,334 $-1,274,788
2022 $10,908,192 $11,654,516 $29,299,302 $-746,324
2021 $14,560,811 $11,727,682 $31,064,713 $2,833,129
2020 $15,290,281 $14,805,777 $30,779,909 $484,504
2019 $15,075,001 $14,790,328 $29,520,017 $284,673
2018 $13,485,956 $13,482,248 $30,011,908 $3,708
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