Winona Senior Services Inc

EIN: 411936536 501(c)(3) Health Care

Winona, MN

Total Revenue
$14,071,935
Total Expenses
$14,360,393
Total Assets
$12,470,570
Net Assets
$11,198,079
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Financial Trends

Organization Details

Formation Year
1999
Legal Domicile
MN
Principal Officer
Rachelle Heising-Schultz
Phone
5074543650
Tax Period
2023-10-01 to 2024-09-30

Winona Senior Services Inc, founded in 1999, is a mid-sized nonprofit in the Health Care sector that reported $14.1M in total revenue in fiscal year 2023.

Mission

To inspire, recognize, and empower the caregivers in all of us.

Program Service Accomplishments

Program 1
Expenses: $13,049,678 Revenue: $13,670,803

Winona Senior Services, Inc. (WSS) supports and serves the healthcare needs of senior citizens living in the Winona, Minnesota, region. It includes the following services:* Lake Winona Manor, a...

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Winona Senior Services, Inc. (WSS) supports and serves the healthcare needs of senior citizens living in the Winona, Minnesota, region. It includes the following services:* Lake Winona Manor, a 80-bed skilled, long-term care nursing facility* Watkins Manor, an assisted living facility with 53 units. * Adith Miller and Roger Metz Manors, memory care residences that provide a home to up to 20 dementia-affected individuals. * Winona Area Hospice Services, caring for an average of 43 residents per day with terminal illnesses(Continued on Schedule O)Additional programs that benefit the community include:Health Professional Training: WSS works closely with nurse education programs in the community to provide clinical sites for LPNs, RNs, and CNAs for assistance and training completion with our residents. Students provide supervised nursing care. We also provide practicums for the therapeutic recreation and social work students through Winona State University. Preventive Care: WSS encourages preventive care through a number of resources. WSS participates in a number of educational opportunities for the community on topics relating to care of the aging parent, home care, Hospice and choosing independent or assisted living. Community Relations: WSS works with many area nonprofit organizations to support the care of the elderly and health-related activities. Many staff speak to outside civic, educational and non-profit groups, as well as actively participating in community events. Community Education: WSS offers a grief support group. WSS also facilitates staff adapted activities to ensure resident safety, minimizing the impact of prolonged isolation and incorporating creative ways to involve family.WSS is committed to being a "dementia friendly" community, partnering with other non-profit organizations in the community to care for this vulnerable population. The Namaste program implemented by Lake Winona Manor in May of 2017 seeks to improve the lives of people with advanced dementia, through a spa-like experience. People with dementia are often confused or upset by the noises around them. Residents can have their hair done, nails painted, hands, feet or face massaged, feet or face soaked, while soft, calming music is played and soothing scents (aromatherapy) fill the air. The Namaste program dedicates one-on-one time with the resident while creating a calm and therapeutic environment to help the individual feel less anxious. Charity Care: WSS provides medical care to the community regardless of an individual's ability to pay.

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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 $398,106
Program Service Revenue $13,670,803
Investment Income $3,026
Other Revenue $0
TOTAL REVENUE $14,071,935

Expense Breakdown

Grants Paid $0
Salaries & Benefits $8,081,106
Fundraising Expenses $0
Program Expenses $13,049,678
Other Expenses $6,279,287
TOTAL EXPENSES $14,360,393

Year-over-Year Comparison

2023 2022 Change
Revenue $14,071,935 $13,911,823 +0.0%
Expenses $14,360,393 $15,396,723 -0.1%
Net Income $-288,458 $-1,484,900 -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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Governance

Voting Members
16
Independent Members
11
Employees
221
Volunteers
18

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
3
$870,964
Total Directors
17
$2,397,764
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Ken Mogren Chair 1.00
Officer Director
$0 $0 $0
Steve Blue Director 1.00
Director
$0 $0 $0
Matthew Broghammer MD Director 1.00
Director
$0 $93,153 $670,598
E Allen Beguin MD Director 1.00
Director
$0 $57,812 $331,917
Hugh Miller Director 1.00
Director
$0 $0 $0
Sandra Burke Director 1.00
Director
$0 $0 $0
Greg Evans Director 1.00
Director
$0 $0 $0
Nicholas Modjeski MD Director 1.00
Director
$0 $50,808 $303,449
Brian Semling Director 1.00
Director
$0 $0 $0
Robert Williams Director 1.00
Director
$0 $0 $0
David Vaselaar Director 1.00
Director
$0 $0 $0
Fatima Said Director 1.00
Director
$0 $0 $0
Todd Paulson Director 1.00
Director
$0 $0 $0
Dave Gilmer Director 1.00
Director
$0 $0 $0
Katrina Hammel MD Director 1.00
Director
$0 $69,860 $434,673
Toni Highum Director (Until Dec 23) 1.00
Director
$0 $0 $0
Rachelle Heising-Schultz President/CEO/Director 2.00
Officer Director
$0 $58,288 $657,127
Jessica Remington CFO/Treasurer 1.00
Officer
$0 $28,713 $213,837
Kaela Huntley Clinical Care Nurse Lead 46.00
Highest
$117,297 $24,195 $141,492
Jennifer Hemstock RN 40.00
Highest
$110,984 $37,964 $148,948
Katarzyna Konopko Nurse Manager 50.00
Highest
$140,753 $24,556 $165,309
Linda Atkinson Administrator 40.00
Highest
$116,058 $37,610 $153,668
Denise Foss RN Lake Winona Manor 55.00
Highest
$147,419 $0 $147,419
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
2024 $14,071,935 $14,360,393 $12,470,570 $-288,458
2023 $13,911,823 $15,396,723 $12,624,389 $-1,484,900
2022 $14,304,409 $13,741,549 $13,988,297 $562,860
2021 $17,472,332 $14,589,256 $13,730,719 $2,883,076
2020 $16,770,251 $14,973,067 $11,818,497 $1,797,184
2019 $14,945,254 $14,305,731 $8,546,336 $639,523
2018 $16,230,512 $15,037,213 $8,346,129 $1,193,299
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