SAINT ANNE OF WINONA

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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

1982

Legal Domicile

Principal Officer

JERRY CARLEY

Phone

7633472200

Tax Period

2024-07-01 to 2025-06-30

SAINT ANNE OF WINONA, founded in 1982, is a mid-sized nonprofit in the Human Services sector that reported $20.0M in total revenue in fiscal year 2024.

Mission

WE ARE A CATHOLIC, FAITH-BASED ORGANIZATION ENTRUSTED WITH ADVANCING THE LIFE-ENHANCING SENIOR CARE MINISTRY OF THE BENEDICTINE SISTERS OF DULUTH, MINNESOTA. WE WITNESS TO GOD'S LOVE BY CREATING INCLUSIVE COMMUNITIES, SUPPORTING THOSE WE SERVE TO LIVE WELL AND WITH PURPOSE, WITH SPECIAL CONCERN FOR THE UNDERSERVED.

Program Service Accomplishments

Program 1

Expenses: $11,162,169 Revenue: $11,660,782

OPERATION OF BENEDICTINE LIVING COMMUNITY - WINONA, IS A 103 BED LONG-TERM CARE IN WINONA, MINNESOTA WHICH PROVIDES SKILLED NURSING CARE TO THE ELDERLY. WE OFFER SPECIALTY SERVICES RELATED TO MEMORY CARE, PALLIATIVE CARE, CLINICALLY COMPLEX CARE AND REHABILITATION SERVICES. OUR TRANSITIONAL CARE UNIT MEETS THE NEEDS OF THE COMMUNITY BY OFFERING FULL REHAB INPATIENT AND OUTPATIENT REHAB SERVICES. THE FACILITY HAD 80.0% OCCUPANCY AND SERVED 253 INDIVIDUALS DURING THE FISCAL YEAR ENDING 6/30/25.

Program 2

Expenses: $4,483,805 Revenue: $6,774,359

OPERATION OF BENEDICTINE CALLISTA COURT, IS A 105 UNIT FACILITY IN WINONA, MINNESOTA, WHICH PROVIDES ASSISTED LIVING CARE TO THE ELDERLY. THE FACILITY HAD 93.7% OCCUPANCY AND SERVED 172 INDIVIDUALS...

Program 3

Expenses: $704,160 Revenue: $615,851

THE BENEDICTINE ADULT DAY CENTER (BADC) IS A COMPREHENSIVE ENRICHING PROGRAM WITH CREATIVE ACTIVITIES, NUTRITIOUS MEALS, AND DIGNIFIED PERSONAL CARE. CLIENTS COMING TO THIS PROGRAM RECEIVE SUPPORT IN THEIR HEALTHCARE, PERSONAL, AND SOCIAL NEEDS, ALLOWING CLIENTS TO CONTINUE TO LIVE IN THEIR COMMUNITY SETTING AND GIVING RESPITE TO THEIR CAREGIVER. THE SAINT ANNE TRAINING CENTER (SATC) OFFERS A FEDERALLY APPROVED COURSE DESIGNED TO EDUCATE CAPABLE, COMPASSIONATE NURSING ASSISTANTS IN CARING FOR OUR AGING POPULATION. ADDITIONAL CLASSES FOCUS ON RESTORATIVE TRAINING AND FEEDING ASSISTANT TRAINING.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $165,945

Program Service Revenue $19,050,992

Investment Income $119,755

Other Revenue $614,015

TOTAL REVENUE $19,950,707

Expense Breakdown

Grants Paid $939,928

Salaries & Benefits $11,237,825

Fundraising Expenses $0

Program Expenses $16,350,134

Other Expenses $7,200,257

TOTAL EXPENSES $19,378,010

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,950,707	$20,249,240	0.0%
Expenses	$19,378,010	$17,734,229	+0.1%
Net Income	$572,697	$2,515,011	-0.8%

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

Governance

Voting Members

Independent Members

Employees

369

Volunteers

150

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

$2,203,961

Total Directors

$2,160,036

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JERRY CARLEY	CEO OF BHS	1.00	Officer Director	$0	$174,329	$1,087,851
KEVIN RYMANOWSKI	CFO & TREASURER	1.00	Officer Director	$0	$89,096	$600,393
JENNIFER BRUHN	VP OF BENEDICTINE	1.00	Officer Director	$0	$18,774	$285,637
PARTRICK MAREK	CHAIR	1.00	Officer Director	$0	$0	$0
JIM VRCHOTA	CHAIR (LEFT SEPT. 24)	1.00	Officer Director	$0	$0	$0
CHRISTINA GLENZINSKI	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DAVID BITTNER	DIRECTOR	1.00	Director	$0	$0	$0
JIM ERWIN	DIRECTOR	1.00	Director	$0	$0	$0
PAUL KILKUS	DIRECTOR	1.00	Director	$0	$0	$0
SR JOAN MARIE STELMAN	DIRECTOR	1.00	Director	$0	$26,514	$186,155
PAUL KILKUS	DIRECTOR	1.00	Director	$0	$0	$0
BONNIE MYERS	DIRECTOR (LEFT SEPT. 24)	1.00	Director	$0	$0	$0
CHRISTINA GLENZINSKI	DIRECTOR (LEFT SEPT. 24)	1.00	Director	$0	$0	$0
CAROL EHLINGER	EXECUTIVE DIRECTOR	40.00	Officer	$0	$18,849	$230,080
THERESA DILLINGER	RN SUPERVISOR	40.00	Highest	$156,480	$31,949	$188,429
JAMES ZEHR	RESIDENT ASSISTANT	40.00	Highest	$131,938	$31,857	$163,795

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	$19,950,707	$19,378,010	$27,247,371	$572,697
2024	$20,249,240	$17,734,229	$20,429,191	$2,515,011
2023	$16,587,013	$16,555,501	$17,273,694	$31,512
2022	$17,202,816	$16,443,051	$16,898,265	$759,765
2021	$17,452,810	$16,038,312	$16,379,206	$1,414,498
2020	$16,897,575	$15,981,493	$15,002,015	$916,082
2019	$15,969,550	$15,161,700	$14,117,274	$807,850
2018	$15,213,542	$14,966,507	$13,346,084	$247,035