CONGREGATIONAL HOME INC

EIN: 391167483 501(c)(3) Health Care

BROOKFIELD, WI

Total Revenue
$20,178,354
Total Expenses
$17,151,194
Total Assets
$38,049,879
Net Assets
$33,118,860
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1968
Legal Domicile
WI
Principal Officer
KRISTINE SPRTEL
Phone
2627035577
Tax Period
2025-01-01 to 2025-12-31

CONGREGATIONAL HOME INC, founded in 1968, is a mid-sized nonprofit in the Health Care sector that reported $20.2M in total revenue in fiscal year 2025. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $3.0M, a strong 15% operating margin.

Mission

CONGREGATIONAL HOME'S MISSION IS AN EXTENSION OF THE MISSION OF FIRST CONGREGATIONAL CHURCH- WAUWATOSA, WI, WHOSE MISSION IS TO MAINTAIN A CARING ENVIRONMENT FOR THE ELDERLY OFFERING HEALTHCARE AND OTHER SERVICES. CONGREGATIONAL HOME DECLARES IT IMPORTANT TO RESPECT AND HONOR THE DIGNITY OF EACH INDIVIDUAL RESIDENT, TO MAINTAIN SUPERIOR QUALITY FACILITIES AND PROGRAMMING,TO CONSIDER SERVICES THAT CAN BE DELIVERED INTO THE COMMUNITY, AND TO MAINTAIN FINANCIAL STRENGTH AND STABILITY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $21,114
Program Service Revenue $17,391,914
Investment Income $2,765,326
Other Revenue $0
TOTAL REVENUE $20,178,354

Expense Breakdown

Grants Paid $0
Salaries & Benefits $11,403,717
Fundraising Expenses $0
Program Expenses $15,254,906
Other Expenses $5,747,477
TOTAL EXPENSES $17,151,194

Year-over-Year Comparison

2025 2024 Change
Revenue $20,178,354 $18,564,356 +0.1%
Expenses $17,151,194 $16,723,689 +0.0%
Net Income $3,027,160 $1,840,667 +0.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
14
Independent Members
14
Employees
469
Volunteers
26

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
$434,943
Total Directors
14
$0
Key Employees
1
$302,018
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KRISTINE SPRTEL PRESIDENT/CEO 45.00
Officer Key Emp Highest
$259,981 $42,037 $302,018
PATTY SERVAIS DIRECTOR OF FINANCE/CFO 45.00
Officer
$95,214 $37,711 $132,925
ANMARIE KEHOSS DIRECTOR OF NURSING 45.00
Highest
$114,782 $9,090 $123,872
RESHELL ANTHONY REGISTERED NURSE 42
Highest
$115,336 $0 $115,336
JOHN GRIFFITH CHAIRMAN 2.00
Director
$0 $0 $0
DR PETER HENRY BOARD MEMBER 0.50
Director
$0 $0 $0
DR NATHAN SCHLOEMER BOARD MEMBER 0.50
Director
$0 $0 $0
MERRILL YORK VICE CHAIR 1.00
Director
$0 $0 $0
BILL CUMMINGS BOARD MEMBER 0.50
Director
$0 $0 $0
LISA MAUER BOARD MEMBER 0.50
Director
$0 $0 $0
BUTCH BOYD BOARD MEMBER 0.50
Director
$0 $0 $0
TOM STOCK BOARD MEMBER 0.50
Director
$0 $0 $0
KEITH HARMON BOARD MEMBER 0.50
Director
$0 $0 $0
STEVE RUSS BOARD MEMBER 0.5
Director
$0 $0 $0
JIM HARRIS BOARD MEMBER 0.5
Director
$0 $0 $0
HANK COLLIS BOARD MEMBER 0.50
Director
$0 $0 $0
EILEEN MESSNICK BOARD MEMBER 0.50
Director
$0 $0 $0
EUGENE GUSZKOWSKI BOARD MEMBER 0.50
Director
$0 $0 $0
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 $20,178,354 $17,151,194 $38,049,879 $3,027,160
2024 $18,564,356 $16,723,689 $35,688,902 $1,840,667
2023 $17,951,011 $15,958,117 $34,391,260 $1,992,894
2022 $12,177,232 $14,525,003 $33,023,504 $-2,347,771
2021 $16,270,483 $13,244,665 $34,639,995 $3,025,818
2020 $15,039,528 $12,850,259 $29,075,467 $2,189,269
2019 $14,793,332 $12,829,855 $26,195,059 $1,963,477
2018 $11,855,258 $12,666,561 $24,847,329 $-811,303
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