St Croix Valley Shared Services INC FY2021 filing

Tax-deductible

Baldwin, WI501(c)(3)Since 1994HospitalsEIN 39-1791601Revenue $6.8M in FY2021

On file with the IRSadoray.org990 Main St Suite 1, 54002-0000 · Baldwin, WITax-exempt since Mar 1996Publicly supported — 509(a)(2)

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Adoray home health & hospice is a program of St. Croix Valley Shared Services, INC., your local not-for-profit healthcare partner since 1995. "partnering to improve the quality of life throughout your healthcare journey wherever you call home" is our mission. We work to make each day a comfortable one. One that brings dignity, relief from pain, and choice in treatment to our patients and their families.

501(c)(3) charity; gifts are tax-deductible.
74¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · 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
6 of 6
filings with a surplus
Average surplus $594K a year · 7% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
74%
of spending
Fine: 74% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Fine: 2.2 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $35K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$847K
33% of total assets
Looks good: liabilities are 33% of assets; 50% or less.
Pt X · Ln 26
Independent board members
2
of 5 voting members
Worth a look: 2 of 5 voting members are independent, under half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$6.8M
+9% vs prior year
Spent
$6.1M
To programs
74%
Net assets
$1.7M
By yearFY2020–FY2025
Revenue
$6.8M
FY2021▲ +9%
Tap a bar for its year
Revenue by fiscal year
FY2020$6.2M
FY2021$6.8M
FY2022$8.0M
FY2023$9.7M
FY2024$11.2M
FY2025$10.2M
Expenses
$6.1M
FY2021▲ +7%
Tap a bar for its year
Expenses by fiscal year
FY2020$5.7M
FY2021$6.1M
FY2022$7.3M
FY2023$9.6M
FY2024$10.5M
FY2025$9.4M
Net assets
$1.7M
FY2021▲ +74%
Tap a bar for its year
Net assets by fiscal year
FY2020$993K
FY2021$1.7M
FY2022$2.5M
FY2023$2.5M
FY2024$3.3M
FY2025$4.2M

From the FY2021 Form 990 (year ending September 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 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 Mar 1996.

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

Where the money goes

74 cents of each dollar spent went to programs.

Program services 74% · $4.5M Management & general 13% · $818K Fundraising 12% · $744K

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

5 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Chairperson
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice Chairperson
$0Pt VII · Sec A
Community Member/Secretary (thru Dec)
$0Pt VII · Sec A
CFO/Secretary
$0Pt VII · Sec A

Christa Walz’s $132K as Executive Director is at the 4th 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 · 5 named individuals · Part VII

NameFY2025FY2024FY2023
Amanda Gustafson—$133,520$130,446
Christa Walz$132,076——
Christa Waltz—$123,464—
Mary Aaby$94,063——
Hannah Steinberger$88,458——

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.

See St Croix Valley Shared Services INC executive salaries →

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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

Offers home care and comfort for those with serious, long-term, or end-of-life illnesses.

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Provided by the organization

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2 programs · $4.5M · in their own filed words · FY2020
01

Adoray provided hospice care to patients facing terminal illness for whom curative care is no longer beneficial. 14,606 days of care were provided to 133 individuals in 2021.

$2.8Mprogram expense
02

Adoray provided home health services, including skilled nursing, physical therapy, occupational therapy, speech pathology, medical social service, and home health aide visits to residents of west central wisconsin residing in ST. Croix, polk, pierce, burnett, barron, and western dunn county.

$1.8Mprogram 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$35K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$6.8M
Ln 12
Fees for servicesLn 2g$5.2M
Other incomeLn 4–11$905K
Gifts and grantsLn 1h$645K
Money outPt IX
$6.1M
Ln 25
Programscol B$4.5M
Managementcol C$818K
Fundraisingcol D$744K
Owns and owesPt X
$1.7M
net assets · Ln 32
Cash and savingsLn 1–2$1.1M
Total assetsLn 16$2.6M
LiabilitiesLn 26$847K
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b2
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$645K
Government grantsLn 1e$594K
Fundraising eventsLn 1c$18K
Fees for servicesLn 2g$5.2M
Investment incomeLn 3$4K
Other incomeLn 4–11$905K
Gains on assetsLn 7$3K
Total revenueLn 12$6.8M
Assets in detailPt X, end of year
SavingsLn 2$1.1M
Cash and savings togetherLn 1–2$1.1M
InvestmentsLn 11–13$2K
Land, buildings, equipmentLn 10c$505K
Total assetsLn 16$2.6M
LiabilitiesLn 26$847K
Net assetsLn 32$1.7M
OperationsPt I, VI
EmployeesI 5121
VolunteersI 6182
Fiscal year endsHeaderSeptember
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 FY21End FY21
Cash and savingsLn 1–2$1.2M$1.1M
InvestmentsLn 11–13$2K$2K
Land, buildings, equipmentLn 10c$451K$505K
Total assetsLn 16$2.5M$2.6M
LiabilitiesLn 26$1.5M$847K
Net assetsLn 32$993K$1.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$162K$162K
Other salaries and wagesLn 7$3.6M$3.2M$42K$407K
Pension plan contributionsLn 8$30K$22K$5K$3K
Other employee benefitsLn 9$312K$158K$99K$55K
Payroll taxesLn 10$250K$196K$24K$30K
Legal feesLn 11b$15K$15K
Accounting feesLn 11c$32K$32K
Other fees for servicesLn 11g$412K$330K$73K$9K
Advertising and promotionLn 12$79K$1K$73K$5K
Office expensesLn 13$171K$62K$105K$4K
Information technologyLn 14$108K$104K$4K
OccupancyLn 16$167K$41K$126K
TravelLn 17$169K$164K$3K$3K
InterestLn 20$15K$6K$9K
Depreciation, depletion and amortizationLn 22$95K$70K$24K
InsuranceLn 23$32K$32K
Other expenses (24a–d)Ln 24$386K$318K$68K
All other expensesLn 24e$43K$12K$31K
Total functional expensesLn 25$6.1M$4.5M$818K$744K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $10.2M$9.4M$882K$4.2M 990 PDF
FY2024 $11.2M$10.5M$760K$3.3M 990 PDF
FY2023 $9.7M$9.6M$17K$2.5M 990 PDF
FY2022 $8.0M$7.3M$683K$2.5M 990 PDF
FY2021 Viewing $6.8M$6.1M$686K$1.7M 990 PDF
FY2020 $6.2M$5.7M$538K$993K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $6,793,920 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $391,114$645,036
I-9 Program service revenuePrior year $5,123,413$5,239,837
I-10 Investment incomePrior year −$1,877$4,443
I-11 Other revenuePrior year $718,782$904,604
I-12 Total revenuePrior year $6,231,432$6,793,920
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 $3,995,213$4,383,202
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,698,055$1,724,485
I-18 Total expensesPrior year $5,693,268$6,107,687
I-19 Revenue less expensesPrior year $538,164$686,233
Part VI · Governance 2 of 5 board members independent, no flags
VI-1a Voting members of the governing body5
VI-1b Independent voting members2
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 $6,793,920 across 10 lines filed
Lines not itemized here account for $905,740 of total revenue; see the IRS return.
VIII-1a Federated campaigns$1,333
VIII-1c Fundraising events$17,738
VIII-1e Government grants$594,275
VIII-1f All other contributions, gifts and grants$31,690
VIII-1h Total contributions, gifts and grants$645,036
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $5,239,837$5,239,837
VIII-3 Investment incomeExcluded from tax $954$954
VIII-7 Net gain or loss on sales of assetsExcluded from tax $3,489$3,489
VIII-8 Net income from fundraising eventsExcluded from tax −$1,136−$1,136
VIII-12 Total revenueRelated to mission $5,239,837 · Unrelated business $0 · Excluded from tax $909,047$6,793,920
Part IX · Statement of functional expenses $6,107,687 across 18 lines filed
IX-5 Pay of current officers, directors and key staffManagement $162,500$162,500
IX-7 Other salaries and wagesPrograms $3,178,877 · Management $42,474 · Fundraising $407,233$3,628,584
IX-8 Pension plan contributionsPrograms $21,876 · Management $5,099 · Fundraising $2,612$29,587
IX-9 Other employee benefitsPrograms $158,150 · Management $98,948 · Fundraising $55,053$312,151
IX-10 Payroll taxesPrograms $195,874 · Management $24,023 · Fundraising $30,483$250,380
IX-11b Legal feesManagement $15,185$15,185
IX-11c Accounting feesManagement $32,174$32,174
IX-11g Other fees for servicesPrograms $330,432 · Management $72,506 · Fundraising $9,242$412,180
IX-12 Advertising and promotionPrograms $1,242 · Management $73,143 · Fundraising $4,645$79,030
IX-13 Office expensesPrograms $61,993 · Management $105,206 · Fundraising $4,007$171,206
IX-14 Information technologyPrograms $103,856 · Management $3,983$107,839
IX-16 OccupancyManagement $40,882 · Fundraising $126,217$167,099
IX-17 TravelPrograms $163,727 · Management $3,059 · Fundraising $2,682$169,468
IX-20 InterestManagement $5,866 · Fundraising $9,371$15,237
IX-22 Depreciation, depletion and amortizationManagement $70,388 · Fundraising $24,252$94,640
IX-23 InsuranceManagement $31,880$31,880
IX-24 Other expenses (24a–d)Programs $317,506 · Fundraising $68,344$385,850
IX-24e All other expensesPrograms $11,559 · Management $31,138$42,697
IX-25 Total functional expensesPrograms $4,545,092 · Management $818,454 · Fundraising $744,141$6,107,687
Part X · Balance sheet $2,575,125 assets, 15 lines filed
X-2 Savings and temporary cash investmentsStart of year $1,217,119$1,140,709
X-4 Accounts receivableStart of year $757,555$871,602
X-8 Inventories for sale or useStart of year $12,963$18,702
X-9 Prepaid expenses and deferred chargesStart of year $33,340$36,661
X-10c Land, buildings and equipment, netStart of year $450,605$505,130
X-13 Program-related investmentsStart of year $2,457$2,321
X-16 Total assetsStart of year $2,474,039$2,575,125
X-17 Accounts payable and accrued expensesStart of year $663,211$464,010
X-19 Deferred revenue$82,845
X-25 Other liabilitiesStart of year $588,934$0
X-26 Total liabilitiesStart of year $1,481,055$847,026
X-27 Net assets without donor restrictionsStart of year $852,626$1,538,859
X-28 Net assets with donor restrictionsStart of year $140,358$189,240
X-32 Total net assets or fund balancesStart of year $992,984$1,728,099
X-33 Total liabilities and net assetsStart of year $2,474,039$2,575,125
Part XI · Reconciliation of net assets $1,728,099 net assets at year end
XI-1 Total revenue$6,793,920
XI-2 Total expenses$6,107,687
XI-3 Revenue less expenses$686,233
XI-4 Net assets at start of year$992,984
XI-9 Other changes in net assets$48,882
XI-10 Net assets at end of year$1,728,099

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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