ST MONICAS SENIOR LIVING INC Charity Report

Public IRS 990 nonprofit record

ST MONICAS SENIOR LIVING INC

EIN 39-1137868 · Special Education (B28)

What they do

IN THE SPIRIT of OUR FOUNDERS, THE SISTERS of ST. RITA, WE PROVIDE A COMPASSIONATE, SAFE, LOVING FAMILY HOME ENVIRONMENT THAT RESPECTS THE DIGNITY of ALL RESIDENTS. WE STRIVE to MEET THE PHYSICAL, EMOTIONAL, SOCIAL and SPIRITUAL NEEDS of EACH RESIDENT and SUPPORT THEIR FAMILIES.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $86.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders22 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

81.13%of revenue went to mission work86.6% of expenses · Program services

1.17%of revenue went to fundraising1.2% of expenses

$93.71spent for every $100 of revenueRevenue covered expenses this year.

11.41%of revenue went to management and office costs12.2% of expenses

$1.67in assets for every $1 spent this yearSome assets cannot be spent right away.

2.7%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $144,532 for STEPHANY LICHTER (ADMINISTRATOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$8,480,106

Mission workProgram services$6,880,26281.13% of revenue86.6% of expenses

ManagementOffice and general costs$967,71011.41% of revenue12.2% of expenses

FundraisingAsking for donations$99,0991.17% of revenue1.2% of expenses

Revenue left after expensesReported annual surplus$533,0356.29% of revenueShown in gray on the chart

Total expenses$7,947,07193.71% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 86.6% mission · 12.2% management · 1.2% fundraisingTotal expenses: 93.71% of revenue

2023Expense mix: 86.6% mission · 12.3% management · 1.1% fundraisingTotal expenses: 95.50% of revenue

2022Expense mix: 87.3% mission · 12.4% management · 0.3% fundraisingTotal expenses: 102.16% of revenue

2021Expense mix: 81.5% mission · 17.9% management · 0.6% fundraisingTotal expenses: 89.26% of revenue

2020Expense mix: 83.5% mission · 16.2% management · 0.3% fundraisingTotal expenses: 94.36% of revenue

2019Expense mix: 87.2% mission · 12.8% management · 0.0% fundraisingTotal expenses: 99.31% of revenue

2018Expense mix: 86.4% mission · 13.6% management · 0.0% fundraisingTotal expenses: 95.23% of revenue

2017Expense mix: 81.3% mission · 18.6% management · 0.1% fundraisingTotal expenses: 96.74% of revenue

Money in and money out

Revenue$8,480,106

Expenses$7,947,071

Annual surplus $533,035 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$6,880,262 · 86.6% of expenses

Management and office costs$967,710 · 12.2% of expenses

Fundraising$99,099 · 1.2% of expenses

See all reported dollar amounts

Revenue$8,480,106

Expenses$7,947,071

Assets$13,304,044

Income$9,223,960

Contributions$225,885

Mission work (program services)$6,880,262

Fundraising$99,099

Grants given$105,000

Average grant$105,000

Management and general$967,710

Stocks and bonds$3,177,036

Accounting fees$123,739

Investing fees$24,995

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

STEPHANY LICHTERADMINISTRATOR · 40 hrs/week $144,532Base $129,064 · Other $15,468

KELLY BARDOSYPHYSICAL THERAPY COORDINATOR · 40 hrs/week $117,123Base $102,000 · Other $15,123

DEBRA MULDERREGISTERED NURSE · 40 hrs/week $108,474Base $104,817 · Other $3,657

SR ANGELICA SUMMERDIRECTOR · 1 hrs/week $19,904Base $18,834 · Other $1,070

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (22)

STEPHANY LICHTERADMINISTRATOR

KELLY BARDOSYPHYSICAL THERAPY COORDINATOR

DEBRA MULDERREGISTERED NURSE

SR ANGELICA SUMMERDIRECTOR

MANEEKA DECKERDIRECTOR

TOM LEUENBERGERCHAIR

STEPHANIE FOLKDIRECTOR

SR JANA ANNE AKANDIRECTOR (THRU JUNE 2024)

SR CLARE MARIE ROHUTNYDIRECTOR

SHAWN OLLEYSECRETARY

RONALD SCHULZDIRECTOR

REBECCA MASONDIRECTOR

RAY JOHNSONDIRECTOR

CHAD KUCIKDIRECTOR

LAMONTE BOHMANDIRECTOR

JOSEPH MALLERTREASURER

HEIDI LANGEDIRECTOR

FRANK MILLER JRDIRECTOR

DR MICHEAL RANDOLPHVICE CHAIR

DR KEVIN MCCABEDIRECTOR

DAVID EASLEYPAST CHAIR

DAN DEBAKERDIRECTOR

About this charity

Recognized since: January 1946
Location: 3920 N GREEN BAY RD, CALEDONIA, WI 53404-1416
County: Racine
In care of: STEPHANY LICHTER
Primary officer: STEPHANY LICHTER, ADMINISTRATOR

How to reach them

WebsiteVisit the charity’s website Phone(262) 639-5050

Filing and classification

Latest tax year: 2024
Tax period began: April 1, 2024
Return type: 990
Tax preparer: WEGNER CPAS LLP
NTEE classification: Special Education (B28)
IRS tax category: Special Education
Grant-giving organization: Yes