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.

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
$187K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $1.6M a year · 10% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$187K
to officers and key staff · 1% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
3 mo
of spending, in cash
Plus $13.7M in investments, Pt X · Ln 11–13
Looks good: 3.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $6K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$3.5M
12% of total assets
Looks good: liabilities are 12% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$15.0M
Spent
$12.9M
To programs
89%
Net assets
$25.6M
By yearFY2020–FY2025
Revenue
$15.0M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$15.0M
FY2021$16.3M
FY2022$12.2M
FY2023$18.0M
FY2024$18.6M
FY2025$20.2M
Expenses
$12.9M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$12.9M
FY2021$13.2M
FY2022$14.5M
FY2023$16.0M
FY2024$16.7M
FY2025$17.2M
Net assets
$25.6M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$25.6M
FY2021$28.6M
FY2022$26.3M
FY2023$28.3M
FY2024$30.1M
FY2025$33.1M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 1974.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $11.4M Management & general 11% · $1.4M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

17 people listed on the 990; $187K paid to officers and key staff.

Part VII, Section A · reportable compensation
President / CEO
$187,018Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Kristine Sprtel’s $260K as President/CEO is at the 35th percentile of top reported officer pay among 2901 $10–100M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Kristine Sprtel$259,981$250,674$220,496$174,654$203,055$187,018
Reshell Anthony$115,336—————
Anmarie Kehoss$114,782$113,213$110,090———
Patty Servais$95,214$88,077$83,059———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides a caring environment with healthcare and services for the elderly.

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Provided by the organization

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1 program · $11.4M · in their own filed words · FY2020
01

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

$11.4Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$6K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$15.0M
Ln 12
Fees for servicesLn 2g$12.9M
Investment incomeLn 3$1.4M
Gifts and grantsLn 1h$766K
Money outPt IX
$12.9M
Ln 25
Programscol B$11.4M
Managementcol C$1.4M
Owns and owesPt X
$25.6M
net assets · Ln 32
Cash and savingsLn 1–2$3.7M
Total assetsLn 16$29.1M
LiabilitiesLn 26$3.5M
PeoplePt VI, VII
17
listed · VII A
PaidVII A1
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$766K
Government grantsLn 1e$691K
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Fees for servicesLn 2g$12.9M
Investment incomeLn 3$1.4M
Other incomeLn 4–11$6K
Total revenueLn 12$15.0M
Assets in detailPt X, end of year
CashLn 1$3.3M
SavingsLn 2$397K
Cash and savings togetherLn 1–2$3.7M
InvestmentsLn 11–13$13.7M
Land, buildings, equipmentLn 10c$11.0M
Other assetsLn 15$0
Total assetsLn 16$29.1M
LiabilitiesLn 26$3.5M
Net assetsLn 32$25.6M
OperationsPt I, VI
EmployeesI 5469
VolunteersI 626
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$1.4M$3.7M
InvestmentsLn 11–13$12.4M$13.7M
Land, buildings, equipmentLn 10c$11.4M$11.0M
Total assetsLn 16$26.2M$29.1M
LiabilitiesLn 26$2.8M$3.5M
Net assetsLn 32$23.4M$25.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0$0
Grants to domestic individualsLn 2$0$0
Grants and assistance to foreign recipientsLn 3$0$0
Benefits paid to or for membersLn 4$0$0
Pay of current officers, directors and key staffLn 5$182K$0$182K$0
Pay of disqualified personsLn 6$0$0$0$0
Other salaries and wagesLn 7$7.1M$6.5M$604K$0
Pension plan contributionsLn 8$119K$103K$15K$0
Other employee benefitsLn 9$874K$760K$114K$0
Payroll taxesLn 10$534K$464K$69K$0
Management feesLn 11a$0$0$0$0
Legal feesLn 11b$0$0$0$0
Accounting feesLn 11c$29K$0$29K$0
Lobbying feesLn 11d$0$0$0$0
Professional fundraising feesLn 11e$0$0
Investment management feesLn 11f$33K$0$33K$0
Other fees for servicesLn 11g$85K$63K$23K$0
Advertising and promotionLn 12$70K$0$70K$0
Office expensesLn 13$53K$13K$41K$0
Information technologyLn 14$0$0$0$0
RoyaltiesLn 15$0$0$0$0
OccupancyLn 16$754K$657K$97K$0
TravelLn 17$0$0$0$0
Travel and entertainment for public officialsLn 18$0$0$0$0
Conferences, conventions and meetingsLn 19$9K$7K$2K$0
InterestLn 20$48K$46K$2K$0
Payments to affiliatesLn 21$0$0$0$0
Depreciation, depletion and amortizationLn 22$1.0M$979K$52K$0
InsuranceLn 23$82K$70K$12K$0
Other expenses (24a–d)Ln 24$1.7M$1.7M$65K$0
All other expensesLn 24e$113K$109K$4K$0
Total functional expensesLn 25$12.9M$11.4M$1.4M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $20.2M$17.2M$3.0M$33.1M 990 PDF
FY2024 $18.6M$16.7M$1.8M$30.1M 990 PDF
FY2023 $18.0M$16.0M$2.0M$28.3M 990 PDF
FY2022 $12.2M$14.5M−$2.3M$26.3M 990 PDF
FY2021 $16.3M$13.2M$3.0M$28.6M 990 PDF
FY2020 Viewing $15.0M$12.9M$2.2M$25.6M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $15,039,528 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $45,448$765,657
I-9 Program service revenuePrior year $13,114,632$12,861,196
I-10 Investment incomePrior year $1,633,252$1,406,675
I-11 Other revenuePrior year $0$6,000
I-12 Total revenuePrior year $14,793,332$15,039,528
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $8,575,840$8,796,753
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $4,254,015$4,053,506
I-18 Total expensesPrior year $12,829,855$12,850,259
I-19 Revenue less expensesPrior year $1,963,477$2,189,269
Part VI · Governance 15 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $15,039,528 across 13 lines filed
Lines not itemized here account for $235,647 of total revenue; see the IRS return.
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$691,443
VIII-1f All other contributions, gifts and grants$74,214
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$765,657
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $12,625,549 · Unrelated business $0 · Excluded from tax $0$12,625,549
VIII-3 Investment incomeRelated to mission $1,406,675 · Unrelated business $0 · Excluded from tax $0$1,406,675
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $6,000 · Unrelated business $0 · Excluded from tax $0$6,000
VIII-12 Total revenueRelated to mission $14,273,871 · Unrelated business $0 · Excluded from tax $0$15,039,528
Part IX · Statement of functional expenses $12,850,259 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $0$0
IX-2 Grants to domestic individualsPrograms $0$0
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $181,520 · Fundraising $0$181,520
IX-6 Pay of disqualified personsPrograms $0 · Management $0 · Fundraising $0$0
IX-7 Other salaries and wagesPrograms $6,484,720 · Management $604,257 · Fundraising $0$7,088,977
IX-8 Pension plan contributionsPrograms $103,346 · Management $15,443 · Fundraising $0$118,789
IX-9 Other employee benefitsPrograms $760,345 · Management $113,615 · Fundraising $0$873,960
IX-10 Payroll taxesPrograms $464,151 · Management $69,356 · Fundraising $0$533,507
IX-11a Management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11b Legal feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11c Accounting feesPrograms $0 · Management $29,130 · Fundraising $0$29,130
IX-11d Lobbying feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11e Professional fundraising feesFundraising $0$0
IX-11f Investment management feesPrograms $0 · Management $33,327 · Fundraising $0$33,327
IX-11g Other fees for servicesPrograms $62,920 · Management $22,547 · Fundraising $0$85,467
IX-12 Advertising and promotionPrograms $0 · Management $70,446 · Fundraising $0$70,446
IX-13 Office expensesPrograms $12,642 · Management $40,650 · Fundraising $0$53,292
IX-14 Information technologyPrograms $0 · Management $0 · Fundraising $0$0
IX-15 RoyaltiesPrograms $0 · Management $0 · Fundraising $0$0
IX-16 OccupancyPrograms $656,731 · Management $97,484 · Fundraising $0$754,215
IX-17 TravelPrograms $0 · Management $0 · Fundraising $0$0
IX-18 Travel and entertainment for public officialsPrograms $0 · Management $0 · Fundraising $0$0
IX-19 Conferences, conventions and meetingsPrograms $7,363 · Management $2,075 · Fundraising $0$9,438
IX-20 InterestPrograms $45,626 · Management $2,401 · Fundraising $0$48,027
IX-21 Payments to affiliatesPrograms $0 · Management $0 · Fundraising $0$0
IX-22 Depreciation, depletion and amortizationPrograms $979,080 · Management $51,531 · Fundraising $0$1,030,611
IX-23 InsurancePrograms $70,096 · Management $12,370 · Fundraising $0$82,466
IX-24 Other expenses (24a–d)Programs $1,679,624 · Management $64,701 · Fundraising $0$1,744,325
IX-24e All other expensesPrograms $108,709 · Management $4,053 · Fundraising $0$112,762
IX-25 Total functional expensesPrograms $11,435,353 · Management $1,414,906 · Fundraising $0$12,850,259
Part X · Balance sheet $29,075,467 assets, 24 lines filed
Asset lines not itemized here account for $10,823; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $1,100,283$3,267,594
X-2 Savings and temporary cash investmentsStart of year $315,490$396,959
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $773,193$461,449
X-8 Inventories for sale or useStart of year $62,442$71,837
X-9 Prepaid expenses and deferred chargesStart of year $128,856$165,298
X-10c Land, buildings and equipment, netStart of year $11,437,817$11,003,769
X-11 Publicly traded securitiesStart of year $12,362,375$13,697,738
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $26,195,059$29,075,467
X-17 Accounts payable and accrued expensesStart of year $743,794$508,996
X-18 Grants payableStart of year $0$1,042,558
X-19 Deferred revenueStart of year $9,375$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $936,748$690,922
X-26 Total liabilitiesStart of year $2,804,236$3,495,375
X-27 Net assets without donor restrictionsStart of year $20,020,019$21,843,260
X-28 Net assets with donor restrictionsStart of year $3,370,804$3,736,832
X-32 Total net assets or fund balancesStart of year $23,390,823$25,580,092
X-33 Total liabilities and net assetsStart of year $26,195,059$29,075,467
Part XI · Reconciliation of net assets $25,580,092 net assets at year end
XI-1 Total revenue$15,039,528
XI-2 Total expenses$12,850,259
XI-3 Revenue less expenses$2,189,269
XI-4 Net assets at start of year$23,390,823
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$25,580,092

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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