St Anne's Home for the Elderly Milwaukee

Nonprofit profile at a glance

EIN
390985045
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
Milwaukee, WI, USA
Phone
4144637570
Rating
71
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Nursing, Convalescent Facilities

Reported finances

Revenue
$6,853,624
Expenses
$8,916,598
Assets
$6,925,383
Liabilities
$4,147,415

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

24 people listed

Executive titles in this filing

  • TODD FISCHER (PRESIDENT)
  • MATTHEW MAUTHE (CEO)
  • KEN SMITH (PRESIDENT OF ILLUMINUS)
  • JENNIFER JOHNSON (EXECUTIVE DIRECTOR-THE MAR)
  • MIKE JONES (EXECUTIVE DIRECTOR)
  • SUZANNE WHITTY (EXECUTIVE DIRECTOR)

Highest reported compensation

  • MATTHEW MAUTHE (CEO): $696,724 total reported compensation
  • MICHAEL LIBBY (SVP OF OPERATIONS): $353,228 total reported compensation
  • NICOLE CHWALA (CFO): $324,057 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

St. Anne's home for the elderly provides its residents with care and compassion in a respectful, home-like environment that honors individual dignity. Following the mission and philosophy of the sisters of the divine savior and the tenets of the catholic faith, st. Anne's strives to improve quality of life, promote justice, collaborate with others and act as responsible stewards of its resources.

What it reported doing in 2024

St. Anne's salvadorian campus operates a long term care facility, residential care apartment complex, and a convent serving retired religious in a supportive care environment.the home provides care to the indigent under the medicaid program. The home also focuses a variety of social accountability efforts to enhance educational, social and spiritual benefits to a variety of constituents in the greater milwaukee area. The following is a summary of these services provided by the home to support social accountability: _ clinical site training._ pastoral care services and other spiritual support for those in need._ education and wellness programs for the elderly._ support groups for education on alzheimer's and other diseases_ volunteer coordinator for community-based fellowship and family support._ support efforts for a variety of emergency needs for residents.

Operating model

Revenue model
Earned-program. 100% of the money available for current operations came from fees and other program 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 most voting board members are independent. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 83
  • Transparency & Controls: 60
  • Accountability: 91
  • Sustainability: 21
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 83.4%; rating input score 83
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd 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: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -30.1%; rating input score 4; 4th percentile among comparable filings
  • Total-asset coverage ratio: 0.78; rating input score 29; 29th percentile among comparable filings
  • Liabilities to assets ratio: 0.6; rating input score 17; 17th percentile among comparable filings
  • Officer compensation ratio: 3%; rating input score 69; 69th percentile among comparable filings

Growth

  • Program expense growth: -0.4% per year; rating input score 0; 12th percentile among comparable filings
  • Revenue growth: -1.8% per year; rating input score 0; 7th percentile among comparable filings
  • Asset growth: 0.4% per year; rating input score 100; 14th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 83.4% of spending went to programs
  • Governance: 8 of 8 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $7.4M in reported program spending
  • Leadership: top reported pay $697K · 24 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 23 of 23 current checks pass
  • Schedules: 5 filed schedules · includes executive pay
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Related organizations: 14 filed related-organization links
  • 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.

Key Signals

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

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Sustainability: Operating margin scored 4/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • High — Sustainability: Total-asset coverage ratio scored 29/100.
  • High — Sustainability: Liabilities to assets ratio scored 17/100.