Nonprofit · EIN 82-4710412
ASCENSION LIVING-LAKESHORE AT SIENA INC
Tax-exempt · SAINT LOUIS, MO 63145
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $10,624,901 | $11,495,978 | -$871,077 | $4,605,313 | $1,941,951 | $2,663,362 |
| June 30, 2024 | 990 | $10,235,528 | $10,535,822 | -$300,294 | $5,375,662 | $1,747,759 | $3,627,903 |
| June 30, 2023 | 990 | $8,220,769 | $18,522,145 | -$10,301,376 | $4,685,324 | $1,382,944 | $3,302,380 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,795
- Program service revenue
- $10,563,778
- Investment income
- $380
- Other revenue
- $58,948
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $4,066,994
- Salaries, compensation and benefits (total)
- $4,753,398
- Professional fundraising fees
- $0
- Legal fees
- -$29,773
- Occupancy
- $215,331
- Travel
- $149,637
- Depreciation
- $267,752
- Program services (functional)
- $9,353,955
- Management and general (functional)
- $2,142,023
Balance sheet and other
- Total assets, start of year
- $5,375,662
- Total assets, end of year
- $4,605,313
- Total liabilities, end of year
- $1,941,951
- Net assets, end of year
- $2,663,362
- Land, buildings and equipment
- $3,092,203
- Net assets without donor restrictions
- $2,663,362
- Gross receipts
- $10,624,901
- Employees
- 143
- Volunteers
- 0
- Year formed
- 2018
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LISA ANN MUSGRAVE MHA BSN RN | SENIOR VP, POST-ACUTE AND AT-HOME SERVICES/CHAIR Trustee or director, Officer | 0 | $0 | $1,543,510 | $56,092 |
| RYAN BREEDLOVE | DIRECTOR/VP POST ACUTE CONTINUING CARE & AT HOME SERVICES Trustee or director, Officer | 0 | $0 | $584,606 | $52,177 |
| ERIN SHADBOLT | VP POST ACUTE & AT-HOME SERVICES & CEO/SECRETARY Trustee or director, Officer | 0 | $0 | $569,568 | $52,831 |
| ROBIN T BINEK | AVP OF FINANCE, ASCENSION LIVING/TREASURER Trustee or director, Officer | 0 | $0 | $360,487 | $39,771 |
| KENNETH R SMOOT | DIRECTOR/CHIEF MISSION INTEGRATION OFFICER Trustee or director | 0 | $0 | $335,796 | $31,147 |
| MICHAEL ROBERT GORDON | FORMER OFFICER (END 8/2023) Former | 0 | $0 | $220,260 | $0 |
| MICHAEL PHILLIPS | EXECUTIVE DIRECTOR Highest-paid employee | 50 | $121,853 | $0 | $37,076 |
| REBECCA EDWARDS | QUALITY MANAGEMENT DIRECTOR Highest-paid employee | 50 | $101,693 | $0 | $20,009 |
| MARGARET VAUGHAN | AVP OF FINANCE, ASCENSION LIVING (START 5/2025) Officer | 0 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LISA ANN MUSGRAVE MHA BSN RN | SENIOR VP, POST-ACUTE AND AT-HOME SERVICES/CHAIR (START 1/2024) Trustee or director, Officer | 0 | $0 | $1,150,413 | $53,389 |
| DAVID J BORDO MD | DIRECTOR (END 12/2023) Trustee or director | 0 | $0 | $715,547 | $55,285 |
| DANIEL STRICKER | FORMER OFFICER (END 8/2022) Former | 0 | $0 | $641,193 | $0 |
| MICHAEL ROBERT GORDON | CFO, ASCENSION LIVING (END 8/2023) Officer | 0 | $0 | $531,953 | $34,547 |
| RYAN BREEDLOVE | DIRECTOR/VP POST ACUTE CONTINUING CARE & AT HOME SERVICES (START 1/2024) Trustee or director, Officer | 0 | $0 | $381,449 | $50,101 |
| ERIN SHADBOLT | VP POST ACUTE & AT-HOME SERVICES & CEO (START 5/2024)/SECRETARY (START 1/2024) Trustee or director, Officer | 0 | $0 | $319,145 | $47,152 |
| KENNETH R SMOOT | DIRECTOR/CHIEF MISSION INTEGRATION OFFICER (START 1/2024) Trustee or director | 0 | $0 | $289,923 | $27,910 |
| ROBIN T BINEK | AVP OF FINANCE, ASCENSION LIVING/TREASURER (START 9/2023) Trustee or director, Officer | 0 | $0 | $235,530 | $46,195 |
| REBECCA EDWARDS | QUALITY MANAGEMENT DIRECTOR Highest-paid employee | 50 | $100,548 | $0 | $17,949 |
| BRAD S FOLEY | CHAIR (END 12/2023) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KAREN LAUER | DIRECTOR (END 12/2023) Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DANIEL STRICKER | PRESIDENT & CEO, ASCENSION LIVING (END 8/2022) Officer | 0 | $0 | $875,500 | $25,705 |
| DAVID J BORDO MD | DIRECTOR Trustee or director | 0 | $0 | $624,450 | $48,810 |
| MICHAEL ROBERT GORDON | CFO, ASCENSION LIVING Officer | 0 | $0 | $438,596 | $42,377 |
| LISA ANN MUSGRAVE MHA BSN RN | SENIOR VP, POST-ACUTE AND AT-HOME SERVICES Officer | 0 | $0 | $363,090 | $25,944 |
| TORRES E THOMAS | EXECUTIVE DIRECTOR Highest-paid employee | 50 | $127,161 | $0 | $21,933 |
| KAREN LAUER | DIRECTOR Trustee or director | 0 | $0 | $37,121 | $6,131 |
| BRAD S FOLEY | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 45998, SAINT LOUIS, MO 63145-5998
- Principal officer (990 for 2024)
- ERIN SHADBOLT CEO, C/O TAX DEPARTMENT PO BOX 45998, ST LOUIS, MO 631455998
- Signed the 990
- JENNIFER RICHTER, ASSOCIATE VICE PRESIDENT, TAX
- Phone
- (314) 733-8000
- Return prepared by
- ERNST & YOUNG US LLP
Mission
ROOTED IN THE LOVING MINISTRY OF JESUS AS HEALER, WE COMMIT OURSELVES TO SERVING ALL PERSONS WITH SPECIAL ATTENTION TO THOSE WHO ARE POOR AND VULNERABLE. OUR CATHOLIC HEALTH MINISTRY IS DEDICATED TO SPIRITUALLY-CENTERED, HOLISTIC CARE WHICH SUSTAINS AND IMPROVES THE HEALTH OF INDIVIDUALS AND COMMUNITIES. WE ARE ADVOCATES FOR A COMPASSIONATE AND JUST SOCIETY THROUGH OUR ACTIONS AND OUR WORDS.
Program accomplishments
- THE FILING ORGANIZATION IS A PART OF THE ASCENSION CATHOLIC HEALTH MINISTRY. ASCENSION IS A FAITH-BASED HEALTHCARE ORGANIZATION THAT DELIVERS PERSONALIZED, COMPASSIONATE CARE TO ALL, ESPECIALLY TO THOSE WHO NEED IT THE MOST. ASCENSION LIVING LAKESHORE AT SIENA ("LAKESHORE") INCLUDES SKILLED NURSING (SNF) AND MEMORY CARE (MC). LAKESHORE, INSPIRED BY THE HEALING MISSION OF THE CATHOLIC CHURCH TO THE ELDERLY, MAXIMIZES DIGNITY AND INDEPENDENCE. ROOTED IN THE CATHOLIC TRADITION OF CARING, AS A CORPORATE MEMBER OF ASCENSION LIVING, OUR COMMUNITY IS CONTINUALLY DEVELOPING AND ADOPTING NEW BEST PRACTICES IN CARE THAT ENHANCE THE EXPERIENCE OF OUR RESIDENTS, PROGRAM PARTICIPANTS AND PATIENTS. THE STAFF IS COMMITTED TO PROMOTING THE WELL-BEING OF THOSE WE SERVE THROUGH THE DELIVERY OF QUALITY CARE. THE FACILITY HAS 96 BEDS WITH AN AVERAGE OCCUPANCY OF 83 OR 86.5%. IN 2025, 5,072 DAYS OF CARE WERE PROVIDED TO MEDICAID RECIPIENTS; 3,713 DAYS OF CARE WERE PROVIDED TO MEDICARE RECIPIENTS. ALTHOUGH REIMBURSEMENT FOR SERVICES RENDERED IS CRITICAL TO THE OPERATIONS AND STABILITY OF THE ORGANIZATION, AS A CHARITABLE ORGANIZATION, IT IS RECOGNIZED THAT NOT ALL PERSONS POSSESS THE ABILITY TO PURCHASE ESSENTIAL SERVICES NEEDED FOR CARE AND OUR MISSION IS TO SERVE THE COMMUNITY WITH RESPECT TO PROVIDING HEALTH CARE SERVICES. FOR MEDICAID RESIDENTS, LAKESHORE WAS REIMBURSED -$352,991 LESS THAN OUR COSTS. AS PART OF THE ASCENSION CATHOLIC HEALTH MINISTRY, THE FILING ORGANIZATION SERVED IN SUPPORT OF ASCENSION'S COMMITMENT TO BOTH CARE FOR PATIENTS AND COMMUNITIES AND SUPPORT CAREGIVERS AND OTHER ASSOCIATES.Expenses $9,353,955 · revenue $10,618,068
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 82-4710412
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Exempt since
- 1946
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $4,605,313
- Income (IRS master file)
- $10,624,901
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $10,624,901 | $11,495,978 | $4,605,313 | IRS |
| 990 | June 2024 | $10,235,528 | $10,535,822 | $5,375,662 | IRS |
| 990 | June 2023 | $8,220,769 | $18,522,145 | $4,685,324 | XML |
| 990 | June 2022 | $5,937,172 | $7,689,920 | $13,537,822 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 82-4710412).
Questions about ASCENSION LIVING-LAKESHORE AT SIENA INC
- What is the EIN of ASCENSION LIVING-LAKESHORE AT SIENA INC?
- The employer identification number (EIN) of ASCENSION LIVING-LAKESHORE AT SIENA INC is 82-4710412.
- Is ASCENSION LIVING-LAKESHORE AT SIENA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Which annual return does ASCENSION LIVING-LAKESHORE AT SIENA INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ASCENSION LIVING-LAKESHORE AT SIENA INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ASCENSION LIVING-LAKESHORE AT SIENA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ASCENSION LIVING-LAKESHORE AT SIENA INC?
- The 990 for the year ended June 30, 2025 names ERIN SHADBOLT CEO.
- Who are the officers and directors of ASCENSION LIVING-LAKESHORE AT SIENA INC?
- The 990 for the year ended June 30, 2025 lists 9 people; 2 received compensation from the organization.
- How much revenue does ASCENSION LIVING-LAKESHORE AT SIENA INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $10,624,901, expenses of $11,495,978 and total assets of $4,605,313 at year end.
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