Congregational Home Inc

Nonprofit profile at a glance

EIN
391167483
IRS 990 coverage
2010–2025
Forms available
Form 990 2025
Location
Brookfield, WI, USA
Phone
2627035577
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Nursing Services (General)
Affiliation
Christianity

Reported finances

Revenue
$20,178,354
Expenses
$17,151,194
Assets
$38,049,879
Liabilities
$4,931,019

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

18 people listed

Executive titles in this filing

  • KRISTINE SPRTEL (PRESIDENT/CEO)

Highest reported compensation

  • KRISTINE SPRTEL (PRESIDENT/CEO): $302,018 total reported compensation
  • PATTY SERVAIS (DIRECTOR OF FINANCE/CFO): $132,925 total reported compensation
  • ANMARIE KEHOSS (DIRECTOR OF NURSING): $123,872 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Congregational home's mission is an extension of the mission of first congregational church -waukesha, whose mission is to maintain a caring community for the elderly offering healthcare and other services. Congregational home declares that it is 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 in the community, and to maintain financial strength and stability.

What it reported doing in 2025

The organization maintains a caring community for elderly people, offering housing, elder care and quality of life services.

Operating model

Revenue model
Other-operating. 85% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 74
  • Transparency & Controls: 74
  • Accountability: 91
  • Sustainability: 63
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 78.9%; rating input score 79
  • Program expense ratio: 88.9%; rating input score 89
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 15%; rating input score 68; 68th percentile among comparable filings
  • Total-asset coverage ratio: 2.22; rating input score 55; 55th percentile among comparable filings
  • Liabilities to assets ratio: 0.13; rating input score 62; 62nd percentile among comparable filings
  • Officer compensation ratio: 3.9%; rating input score 65; 65th percentile among comparable filings

Growth

  • Program expense growth: 4.4% per year; rating input score 100; 35th percentile among comparable filings
  • Revenue growth: 4.5% per year; rating input score 100; 36th percentile among comparable filings
  • Asset growth: 3.5% per year; rating input score 100; 23rd percentile among comparable filings

Details

  • Where the money goes: 78.9% of revenue deployed · 88.9% of spending went to programs
  • Governance: 14 of 14 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $15.3M in reported program spending
  • Leadership: top reported pay $302K · 18 people listed · 1 of 6 pay-setting controls reported
  • Highest-paid contractors: 2 contractors listed · $1.2M reported
  • Consistency: 43 of 43 current checks pass
  • Schedules: 5 filed schedules · includes major donors and executive pay
  • Filing history: 16 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 4 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • Review — Sustainability: Total-asset coverage ratio scored 55/100.