2024-05-13T17:01:49-07:00 2023-12-31 990 2023-01-01 391411314 SAINT JOHNS COMMUNITIES FOUNDATION INC SAIN 4142722022 1840 North Prospect Avenue Milwaukee WI 532021975 Renee Anderson President 4148316880 2024-05-13 Renee Anderson 999009999 1 1 11 0 AAL2 X 2023 2023-04-26 12:10:37Z Renee E Anderson 1840 North Prospect Avenue Milwaukee WI 53202 923128 0 X www.saintjohnsmilw.org X 1984 WI Support of Saint John's Communities, Inc., a Continuing Care Retirement Community specifically charitable care, arts programming, Episcopal chaplaincy, senior outreach, employee scholarships. The Foundation also provides support to unrelated agencies in the community which provide support to the visually impaired. 6 5 0 9 0 0 531693 516295 0 0 920997 406833 0 0 1452690 923128 357320 481426 0 0 0 0 0 0 0 22496 22638 379816 504064 1072874 419064 8600230 9782905 2750 0 8597480 9782905 X Support of Saint John's Communities, Inc., specifically charitable care, arts programming, Episcopal chaplaincy, senior outreach, and employee scholarships. The Foundation also provides support to unrelated agencies in the community which provide support to the visually impaired. 0 0 309376 309376 490439 Support of charitable care at Saint John's Communities, Inc. 118900 118900 123027 Support of Chaplaincy and Chapel Music services at Saint John's Communities, Inc. 24100 24100 51951 Support of arts programming at Saint John's Communities, Inc. 29050 29050 257711 Other 29050 29050 257711 481426 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 1 1 0 WI X Dan Lemminger 4148316860 1840 North Prospect Avenue Milwaukee WI 532021975 Renee Anderson President 5 40 X X X 0 375194 25132 Dan Lemminger Treasurer 5 40 X 0 206382 34422 Cathy Carr Secretary 20 20 X 0 121705 721 Suzy Brennan Board of Director 5 0 X 0 0 0 Patsy Aster Board of Director 5 0 X 0 0 0 Kirsten Hildebrand Board of Director 5 0 X 0 0 0 Judi Strout Board of Director 5 0 X 0 0 0 Boz Bosworth Board of Director 5 0 X 0 0 0 0 703281 60275 0 0 1 0 0 0 0 0 0 0 516295 6317 516295 0 406833 406833 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 923128 406833 0 0 481426 481426 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2875 0 2875 0 0 0 0 0 0 0 15000 0 15000 0 4598 0 4598 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Wi Not For Profit Fee 79 0 79 0 990 Filing Fee-2021 86 0 86 0 504064 481426 22638 0 0 0 384770 208512 50000 0 119751 75489 0 0 0 0 0 0 0 0 0 0 8045709 9498904 0 0 0 0 0 0 0 0 8600230 9782905 2750 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2750 0 X 4070143 4422522 4527337 5360383 8597480 9782905 8600230 9782905 419064 766361 0 0 0 0 X 0 1 X 1 0 X X 4 Saint Johns Communities Inc 390807204 10 1 470926 0 Audio & Braille Literacy Enhancement 391593301 10 0 4000 0 Vision Forward Association 390808506 10 0 3500 0 Center for Deaf-Blind Persons Inc 391491836 10 0 3000 0 4 481426 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 Schedule A, Part IV, Section A, Line 1 A former subsidiary of Saint John's Communities Inc., Sunrise Care Center Foundation Inc, maintained a fund port the visually impaired. Saint John's Communities, Inc. divested its interest in Sunrise and "rolled" the visually impaired funds into Saint John's Communities Foundation, Inc. with the purpose of continuing the mission of supporting the visually impaired in the greater Milwaukee community. Annually, the Saint John's Foundation, Inc. Board votes on a grant amount to be made to local agencies representing the visually impaired. The Saint John's Foundation, Inc. awards specific grants based on grant requests applied for by the local agencies. The grants made in the current year are to agencies grants have been made to in the past. Schedule A, Part IV, Section A, Line 11a Saint John's Communities, Inc., the related & supported organization of Saint John's Communities Foundation, Inc., transferred $26,881 from its Thrift Shop fund to the Foundation's Community Impact Fund. The Thrift Shop fund was previously used to fund scholarships. However, the Foundation Scholarship Fund is now fully endowed and is able to independently support employee scholarships s a result, any residual proceeds of the Thrift Shop fund is now transferred to the Foundation Community Impact Fund. Schedule A, Part IV, Section B, Line 2 A former subsidiary of Saint John's Communities Inc., Sunrise Care Center Foundation Inc, maintained a fund to support the visually impaired. Saint John's Communities, Inc. divested its interest in Sunrise and "rolled" the visually impaired funds into Saint John's Communities Foundation, Inc. with the purpose of continuing the mission of supporting the visually impaired in the greater Milwaukee community. Annually, the Saint John's Foundation, Inc. Board votes on a grant amount to be made to local agencies representing the visually impaired. The Saint John's Foundation, Inc. awards specific grants based on grant requests applied for by the local agencies. The grants made in the current year are to agencies grants have been made to in the past. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8576339 514295 1170849 0 477626 22592 9761265 9977806 531368 -1553685 0 356720 22430 8576339 8862875 457417 1149633 0 472823 19296 9977806 8159785 203174 967908 0 450980 17012 8862875 6926462 268217 1296204 0 314401 16697 8159785 0.45 0 0.55 0 0 Schedule D, Part V, Line 4 Support of Saint John's Communities, Inc., specifically charitable care, arts programming, Episcopal chaplaincy, Milwaukee community senior outreach, and employee scholarships. The Foundation also provides support to unrelated agencies in the community which provide support to the visually impaired. 1 Saint John's Communities Inc 1840 N Prospect Ave Milwaukee WI 53202 390807204 501(c)(3) 470925 0 n/a n/a Charity Care, Arts, Senior Outreach, Chaplaincy 1 0 Schedule I, Part I, Line 2 100% of the Saint John's Communities Foundation, Inc. grant/distribution dollars are transferred to Saint John's Communities, Inc. to support its mission/purpose. 0 0 0 0 0 0 0 0 0 Renee Anderson President 0 303030 0 71433 0 731 0 0 0 25132 0 400326 0 0 Dan Lemminger Treasurer 0 179856 0 18634 0 7892 0 0 0 34422 0 240804 0 0 Schedule J, Part I, Line 6 In December, 2022 no performance bonus was accrued for Dan Lemminger. The bonus calculation is based, in part, on Saint John's Communities, Inc. i.e. related organization) meeting its 2022 Net Operating Earnings budget (as opposed to "Net Earnings"). Any bonus would have been paid in Q1, 2023. Kirsten Hildebrand Board Member 470926 Support of Saint John's Commun 0 Renee Anderson Board Member 470926 Support of Saint John's Communities 0 Schedule L, Part IV Kirsten Hildebrand is a member of both the Saint John's Communities Foundation, Inc. Board and the Saint John's Communities, Inc (i.e. supported organization) Board. Renee Anderson is President of the Saint John's Communities Foundation, Inc. Board and is the President & CEO of Saint John's Communities, Inc. Form 990, Part III, Line 4d Other program services include Visually Impaired, Garden & Nature, Arts & Scholarship funds & community outreach. Form 990, Part VI, Section A, Line 7b The Foundation By-Laws state "The Directors shall be elected by the Board of Directors of Saint John's Communities, Inc." Saint John's Communities, Inc. is a related, controlling organization. Form 990, Part VI, Section B, Line 11b Form 990, Financial Statements and Governing Documents are available upon request at organization's offices. Certain applicable sections of form 990 and related schedules were reviewed with Renee Anderson, President, for accuracy and completeness. The Board of Directors is notified of Form 990 completion and made available for review, upon request. Form 990, Part VI, Section B, Line 12c Beginning July, 2018 the organization's Conflict of Interest policy was approved in its final form. Each member of the Board of Directors signed the Conflict of Interest form and the action was recorded in the July meeting minutes. This action will occur annually. Form 990, Part VI, Section B, Line 15 Saint John's Communities wages for employees is compared annually to industry data supplied by an independent organization. President's salary is reviewed & approved by the BOD officers as part of annual performance evaluation. Vice President & COO salaries and performance reviews are determined/conducted by the President. Department Directors are evaluated (& comp determined) by the COO. Form 990, Part VI, Section C, Line 19 Form 990, Financial Statements and Governing Documents are available upon request at organization's offices. Certain applicable sections of form 990 and related schedules were reviewed with Renee Anderson, President, for accuracy and completeness. The Board of Directors is notified of Form 990 completion and made available for review, upon request. Saint Johns Communities Inc 1840 North Prospect Avenue Milwaukee WI 53202 390807204 CCRC WI 501c3 509a2 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 Schedule R, Part V, Line 1c Saint John's Communities, Inc., the related & supported organization of Saint John's Communities Foundation, Inc., transferred $26,881 from its Thrift Shop fund to the Foundation's Community Impact Fund. The Thrift Shop fund was previously used to fund scholarships. However, the Foundation Scholarship Fund is now fully endowed and is able to independently support employee scholarships. As a result, any residual proceeds of the Thrift Shop fund is now transferred to the Foundation Community Impact Fund. Saint John's Communities, Inc. also transferred $287.50 of unused Pet Funds to the Foundation LifeStreams Endowment Fund. Finally, Saint John's Communities, Inc. transferred $99,676 unused Institute on Aging funds to the Foundation Community Impact Endowment Fund. This was a return of unused funds distributed from the Foundation to Saint John's Communities, Inc. in a previous year.