ALEXIAN VILLAGE OF MILWAUKEE INC

EIN: 391351584 501(c)(3) Human Services

ST LOUIS, MO

Total Revenue
$15,176,426
Total Expenses
$33,601,766
Total Assets
$19,757,536
Net Assets
$3,427,406
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Financial Trends

Organization Details

Formation Year
1980
Legal Domicile
WI
Phone
3147338000
Tax Period
2022-07-01 to 2023-06-30

ALEXIAN VILLAGE OF MILWAUKEE INC, founded in 1980, is a mid-sized nonprofit in the Human Services sector that reported $15.2M in total revenue in fiscal year 2022. Expenses of $33.6M exceeded revenue, resulting in a 121% operating deficit.

Mission

ROOTED IN THE LOVING MINISTRY OF JESUS AS HEALER, WE COMMIT OURSELVES TO SERVING ALL PERSONS WITH SPECIAL ATTENTION TO THOSE WHO ARE POOR AND VULNERABLE. OUR CATHOLIC HEALTH MINISTRY IS DEDICATED TO SPIRITUALLY-CENTERED, HOLISTIC CARE WHICH SUSTAINS AND IMPROVES THE HEALTH OF INDIVIDUALS AND COMMUNITIES. WE ARE ADVOCATES FOR A COMPASSIONATE AND JUST SOCIETY THROUGH OUR ACTIONS AND OUR WORDS.

Program Service Accomplishments

Program 1
Expenses: $27,276,459 Revenue: $14,988,628

THE FILING ORGANIZATION IS A PART OF THE ASCENSION CATHOLIC HEALTH MINISTRY. ASCENSION IS A FAITH-BASED HEALTHCARE ORGANIZATION THAT DELIVERS PERSONALIZED, COMPASSIONATE CARE TO ALL, ESPECIALLY TO...

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THE FILING ORGANIZATION IS A PART OF THE ASCENSION CATHOLIC HEALTH MINISTRY. ASCENSION IS A FAITH-BASED HEALTHCARE ORGANIZATION THAT DELIVERS PERSONALIZED, COMPASSIONATE CARE TO ALL, ESPECIALLY TO THOSE WHO NEED IT THE MOST. ALEXIAN VILLAGE OF MILWAUKEE, INC. ("AVM") IS A CONTINUING CARE RETIREMENT COMMUNITY, WHICH INCLUDES A SKILLED NURSING FACILITY (SNF). OUR SNF, INSPIRED BY THE HEALING MISSION OF THE ALEXIAN BROTHERS TO THE ELDERLY, PROVIDES A CONTINUUM OF CARE TO RESIDENTS THAT MAXIMIZES DIGNITY AND INDEPENDENCE. ROOTED IN THE CATHOLIC TRADITION OF CARING, THE STAFF IS COMMITTED TO PROMOTING THE WELL-BEING OF THOSE WE SERVE THROUGH THE DELIVERY OF QUALITY CARE. THE SNF HAS 105 BEDS WITH AN AVERAGE OCCUPANCY OF 59.9. IN FY 2023, 14,497 DAYS OF CARE WERE PROVIDED TO MEDICAID RECIPIENTS. 1,298 DAYS WERE PROVIDED TO MEDICARE RECIPIENTS. AS A CHARITABLE ORGANIZATION, IT IS RECOGNIZED THAT NOT ALL PERSONS SERVED POSSESS THE ABILITY TO PURCHASE ESSENTIAL SERVICES. FOR MEDICAID RESIDENTS WE WERE REIMBURSED APPROXIMATELY $ LESS THAN OUR COSTS. AVM HAS AN ASSISTED LIVING FACILITY (AL). LICENSED AS A COMMUNITY BASED RESIDENTIAL FACILITY (CBRF) THIS AREA CARES FOR 38 PERSONS EACH DAY. THE RESIDENTS NEED SUPPORT 24 HOURS A DAY RANGING FROM SIMPLE ASSISTANCE TO THOSE WITH SEVERE SIGNS OF DEMENTIA. REGARDLESS OF ONE'S ABILITY TO PAY, AVM CONTINUES TO PROVIDE CARE FOR ITS RESIDENTS. IN ADDITION, WE WERE REIMBURSED $1,566,579 FOR MEDICAID RESIDENTS LIVING IN THIS AREA. FOR ALL LEVELS OF CARE WE MAINTAIN AN ACTIVE PASTORAL CARE STAFF THAT VISITS RESIDENTS FREQUENTLY, PROVIDES DAILY MASS AND PASTORAL COUNSELING. ALL RELIGIONS ARE SUPPORTED. AVM INCLUDES INDEPENDENT APARTMENTS. AVM HAS 232 INDEPENDENT APARTMENTS AND AVERAGES 99 PERSONS. MANY OF AVM RESIDENTS HAVE A LIFE CARE CONTRACT WHEREBY AVM AGREES TO PROVIDE SERVICES IN OUR SNF AND AL AREAS AT THEIR APARTMENT RENT PLUS A SMALL ADDITIONAL FEE, FOR THE REST OF THE RESIDENT'S LIFE. RENTAL CONTRACTS ARE ALSO AVAILABLE. ON ALL LEVELS OF CARE, WHERE REIMBURSEMENT IS LESS THAN COST, AVM ABSORBS THE DIFFERENCE IN MEETING ITS MISSION TO THE COMMUNITY. THIS IS REGARDLESS OF RACE, CREED, SEX, ORIGIN, HANDICAP, AGE OR ABILITY TO PAY. RESIDENTS AND EMPLOYEES ARE ACTIVE IN PROVIDING SUPPORT TO OUR LOCAL COMMUNITY THROUGH SUCH THINGS AS TUTORING, AND PROVIDING MEALS TO THE HOMELESS. REGARDLESS OF ONE'S ABILITY TO PAY, AVM CONTINUES TO PROVIDE CARE FOR ITS RESIDENTS. ALEXIAN VILLAGE OF MILWAUKEE, INC. OFFERS ADULT DAY CARE AND OTHER PROGRAMS THAT SERVE AN AVERAGE OF 24.24 CLIENTS PER DAY. THE ADULT DAY CARE IS A SOCIAL MODEL THAT OFFERS SERVICES FOR THE SURROUNDING COMMUNITY. OVER 85% OF THE CLIENTS QUALIFY FOR THE MEDICAID PROGRAM. THE SERVICES OFFERED TO THE COMMUNITY INCLUDE EDUCATIONAL, FITNESS, MEMORY AND WELLNESS PROGRAMS. STRENGTHENED BY COMMUNITY, PRAYER, COMMITMENT TO THE POOR, AND THE LEGACY OF ITS FOUNDERS, THE ALEXIAN BROTHERS WITNESS THE HEALING CHRIST BY A HOLISTIC APPROACH TO PROMOTING HEALTH AND CARE FOR THE SICK, DYING, AGED AND UNWANTED.

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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 (2022)

Revenue Breakdown

Contributions & Grants $132,400
Program Service Revenue $14,765,265
Investment Income $-121,506
Other Revenue $400,267
TOTAL REVENUE $15,176,426

Expense Breakdown

Grants Paid $0
Salaries & Benefits $6,929,692
Fundraising Expenses $0
Program Expenses $27,276,459
Other Expenses $26,672,074
TOTAL EXPENSES $33,601,766

Year-over-Year Comparison

2022 2021 Change
Revenue $15,176,426 $15,526,575 0.0%
Expenses $33,601,766 $22,369,582 +0.5%
Net Income $-18,425,340 $-6,843,007 +1.7%
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
3
Independent Members
1
Employees
232
Volunteers
4

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
4
$1,771,212
Total Directors
3
$716,512
Key Employees
1
$198,159
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A CHAIR 1.0
Officer Director
$0 $0 $0
N/A DIRECTOR 0.0
Director
$0 $48,810 $673,260
N/A DIRECTOR 0.0
Director
$0 $6,131 $43,252
N/A PRESIDENT & CEO, ASCENSION LIVING (END 8/2022) 0.0
Officer
$0 $25,705 $901,205
N/A SENIOR VP, POST-ACUTE AND AT-HOME SERVICES 0.0
Officer
$0 $25,944 $389,034
N/A CFO, ASCENSION LIVING 0.0
Officer
$0 $42,377 $480,973
N/A EXECUTIVE DIRECTOR 50.0
Key Emp
$173,827 $24,332 $198,159
N/A DIRECTOR OF NURSING 50.0
Highest
$138,158 $6,706 $144,864
N/A RN, LONG TERM CARE 50.0
Highest
$104,833 $2,641 $107,474
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 No data No data No data No data
2023 $15,176,426 $33,601,766 $19,757,536 $-18,425,340
2022 $15,526,575 $22,369,582 $38,247,495 $-6,843,007
2021 $19,874,509 $21,776,312 $47,141,183 $-1,901,803
2020 $21,343,342 $24,323,851 $45,430,905 $-2,980,509
2019 $23,110,515 $25,138,654 $52,173,902 $-2,028,139
2018 $22,913,398 $23,672,440 $53,081,105 $-759,042
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