St. Coletta of Wisconsin

What it reported doing in 2024

St. Coletta of Wisconsin offers a variety of residential and vocational/day programs for people with developmental and other disabilities. Our residential programs are located in beautiful, community-based homes that are staffed according to need. St. Coletta homes, located in both Wisconsin and northern Illinois, are built to be accessible to enable the people that live in them to age in place to the fullest extent possible. Day and vocational programs are provided in our jefferson operation location and day programs are provided in new berlin to serve the greater milwaukee area. These programs are designed to provide a range of supports including prevocational training, workshop, and competitive employment. Additional supports are provided for senior citizens and those in need of daytime care through a comprehensive adult day program. Other services provided by st. Coletta include transportation, adult education, and recreation. As an organization with more than a century of service, st. Coletta programs offer the stability to foster life-long relationships between clients, staff, and families. With the background of our catholic/franciscan tradition, spiritual development plays a strong role in the lives of the people we support. The franciscan values of respect, dignity, compassion, and faith are core commitments for the organization guiding all programs as well as daily business.

Financial Efficiency

• Mission deployment rate: 80.2%; rating input score 80
• Program expense ratio: 88.5%; rating input score 88
• Fundraising efficiency: $11.32 raised per $1 spent on fundraising; rating input score 42; 42nd percentile among comparable filings

Transparency & Controls

• Consistency checks: 92.9%; rating input score 93; 10th percentile among comparable filings
• Pay-setting controls: 2 of 6 controls in place; rating input score 33
  • Compensation committee: Missing
  • Independent consultant: Missing
  • Other Form 990s reviewed: Missing
  • Written employment contract: Missing
  • Compensation survey or study: Pass
  • 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; 66th percentile among comparable filings
• Governance controls: 8 of 9 controls in place; rating input score 89
  • Conflict-of-interest policy: Pass
  • Whistleblower policy: Pass
  • Document-retention policy: Pass
  • CEO compensation review process: Pass
  • Other executive compensation review process: Pass
  • Form 990 shared with the board: Fail
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Pass
  • Independent financial-statement audit: Pass

Sustainability

• Operating margin: 9.5%; rating input score 66; 66th percentile among comparable filings
• Total-asset coverage ratio: 1.01; rating input score 36; 36th percentile among comparable filings
• Liabilities to assets ratio: 0.16; rating input score 64; 64th percentile among comparable filings
• Officer compensation ratio: 3.1%; rating input score 67; 67th percentile among comparable filings

Growth

• Program expense growth: 5.1% per year; rating input score 100; 43rd percentile among comparable filings
• Revenue growth: 3.8% per year; rating input score 100; 32nd percentile among comparable filings
• Asset growth: 0.4% per year; rating input score 100; 12th percentile among comparable filings