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Villa Rosa INC

Tax-deductible

Mount Calvary, WI501(c)(3)EIN 42-1670962

To provide assisted living services to residents who are generally elderly.

501(c)(3) charity; gifts are tax-deductible.
81¢ of each $1 spent went to programs.
Run by 8 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $23K a year · 2% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
81%
of spending
Looks good: 81% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Liabilities
$1.3M
55% of total assets
Fine: liabilities are 55% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
0
of 4 voting members
Concern: none of 4 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$993K
-8% vs prior year
Spent
$1.1M
To programs
81%
Net assets
$1.1M
By yearFY2020–FY2024
Revenue
$993K
FY2024▼ -8%
Revenue by fiscal year
FY2020$975K
FY2021$959K
FY2022$1.0M
FY2023$1.1M
FY2024$993K
Expenses
$1.1M
FY2024▲ +6%
Expenses by fiscal year
FY2020$959K
FY2021$830K
FY2022$984K
FY2023$1.0M
FY2024$1.1M
Net assets
$1.1M
FY2024▼ -10%
Net assets by fiscal year
FY2020$1.0M
FY2021$1.1M
FY2022$1.2M
FY2023$1.2M
FY2024$1.1M

From the FY2024 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1946.

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

Where the money goes

81 cents of each dollar spent went to programs.

Program services 81% · $886K Management & general 19% · $211K

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

Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation
Denise Gloede
Director, President-Post Acute
$0Pt VII · Sec A
Steven Smoot
Vice President, COO at Ssm Health
$0Pt VII · Sec A
Kevin Smith
Treasurer, CFO at Ssm Health
$0Pt VII · Sec A
Douglas Long
Secretary, Clo at Ssm Health
$0Pt VII · Sec A
Randall Combs
Former Officer
$0Pt VII · Sec A
Chris Thornock
Former Officer
$0Pt VII · Sec A
See Villa Rosa 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 15aNo

Programs and updates

Provides assisted living and healthcare services to elderly residents within a dedicated residential facility.

Provided by the organization

This section is blank until Villa Rosa INC claims this page.

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1 program service account for $886K of program spending, described in the organization's own filed words · FY2024.
01

The organization operates an assisted living facility that provides health care services to the community.

$886Kprogram expense

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By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$993K
Ln 12
Fees for servicesLn 2g$993K
Money outPt IX
$1.1M
Ln 25
Programscol B$886K
Managementcol C$211K
Owns and owesPt X
$1.1M
net assets · Ln 32
Total assetsLn 16$2.4M
LiabilitiesLn 26$1.3M
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a4
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$993K
Total revenueLn 12$993K
Assets in detailPt X, end of year
Land, buildings, equipmentLn 10c$2.3M
Total assetsLn 16$2.4M
LiabilitiesLn 26$1.3M
Net assetsLn 32$1.1M
OperationsPt I, VI
EmployeesI 50
VolunteersI 68
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 FY24End FY24
Land, buildings, equipmentLn 10c$1.0M$2.3M
Total assetsLn 16$1.3M$2.4M
LiabilitiesLn 26$90K$1.3M
Net assetsLn 32$1.2M$1.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$507K$424K$82K
Pension plan contributionsLn 8$23K$19K$4K
Other employee benefitsLn 9$101K$85K$16K
Payroll taxesLn 10$38K$31K$6K
Management feesLn 11a$65K$65K
Other fees for servicesLn 11g$76K$68K$8K
Advertising and promotionLn 12$2K$570$1K
Office expensesLn 13$77K$76K$837
Information technologyLn 14$2K$2K
OccupancyLn 16$77K$77K$145
TravelLn 17$440$72$368
Payments to affiliatesLn 21$20K$19K$476
Depreciation, depletion and amortizationLn 22$75K$73K$2K
InsuranceLn 23$25K$1K$24K
Other expenses (24a–d)Ln 24$11K$10K$829
Total functional expensesLn 25$1.1M$886K$211K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $993K$1.1M−$104K$1.1M 990 PDF
FY2023 $1.1M$1.0M$41K$1.2M 990 PDF
FY2022 $1.0M$984K$31K$1.2M 990 PDF
FY2021 $959K$830K$129K$1.1M 990 PDF
FY2020 $975K$959K$16K$1.0M 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 FY2024 990 (4 parts)
Part VIII · Statement of revenue $992,932 across 2 lines filed
Lines not itemized here account for $66,247 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $926,685$926,685
VIII-12 Total revenueRelated to mission $992,932 · Unrelated business $0 · Excluded from tax $0$992,932
Part IX · Statement of functional expenses $1,096,903 across 15 lines filed
IX-7 Other salaries and wagesPrograms $424,289 · Management $82,390$506,679
IX-8 Pension plan contributionsPrograms $18,874 · Management $3,665$22,539
IX-9 Other employee benefitsPrograms $84,768 · Management $16,461$101,229
IX-10 Payroll taxesPrograms $31,405 · Management $6,098$37,503
IX-11a Management feesManagement $64,793$64,793
IX-11g Other fees for servicesPrograms $67,566 · Management $8,102$75,668
IX-12 Advertising and promotionPrograms $570 · Management $1,150$1,720
IX-13 Office expensesPrograms $75,839 · Management $837$76,676
IX-14 Information technologyPrograms $2,186$2,186
IX-16 OccupancyPrograms $76,824 · Management $145$76,969
IX-17 TravelPrograms $72 · Management $368$440
IX-21 Payments to affiliatesPrograms $19,482 · Management $476$19,958
IX-22 Depreciation, depletion and amortizationPrograms $72,665 · Management $2,154$74,819
IX-23 InsurancePrograms $1,211 · Management $23,504$24,715
IX-24 Other expenses (24a–d)Programs $10,180 · Management $829$11,009
IX-25 Total functional expensesPrograms $885,931 · Management $210,972 · Fundraising $0$1,096,903
Part X · Balance sheet $2,413,093 assets, 11 lines filed
X-4 Accounts receivableStart of year $283,277$135,891
X-8 Inventories for sale or useStart of year $10,629$10,053
X-10c Land, buildings and equipment, netStart of year $1,002,145$2,267,149
X-16 Total assetsStart of year $1,296,051$2,413,093
X-17 Accounts payable and accrued expensesStart of year $74,233$141,128
X-19 Deferred revenueStart of year $16,000$13,000
X-25 Other liabilitiesStart of year $0$1,173,384
X-26 Total liabilitiesStart of year $90,233$1,327,512
X-27 Net assets without donor restrictionsStart of year $1,205,818$1,085,581
X-32 Total net assets or fund balancesStart of year $1,205,818$1,085,581
X-33 Total liabilities and net assetsStart of year $1,296,051$2,413,093
Part XI · Reconciliation of net assets $1,085,581 net assets at year end
XI-1 Total revenue$992,932
XI-2 Total expenses$1,096,903
XI-3 Revenue less expenses−$103,971
XI-4 Net assets at start of year$1,205,818
XI-9 Other changes in net assets−$16,266
XI-10 Net assets at end of year$1,085,581

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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