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Villa Rosa INC

Tax-deductible

Mount Calvary, WI501(c)(3) EIN 42-1670962Revenue $993K in FY2024Latest return filed Nov 17, 2025

On file with the IRSssmhealth.com/locations/location-details/villa-rosa-assisted-living-mt-calvaryMount Calvary, WITax-exempt since Mar 1946Church

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

Form 990 Part I, line 1, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 42-1670962) · Dispute this line
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
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
The latest return is for FY2024, 2 tax years back.
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
A surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
81%
of spending
81% of spending went to programs.
Pt IX · Ln 25 · col B
Liabilities
$1.3M
55% of total assets
Liabilities are 55% of assets.
Pt X · Ln 26
Independent board members
0
of 4 voting members
None of 4 voting members are independent.
Pt VI · Ln 1a–1b
In line with peersDifferent from peersFar from peersNo peer rangeNo 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%
Tap a bar for its year
Revenue by fiscal year
FY2020$975K
FY2021$959K
FY2022$1.0M
FY2023$1.1M
FY2024$993K
Expenses
$1.1M
FY2024▲ +6%
Tap a bar for its year
Expenses by fiscal year
FY2020$959K
FY2021$830K
FY2022$984K
FY2023$1.0M
FY2024$1.1M
Net assets
$1.1M
FY2024▼ -10%
Tap a bar for its year
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 · figures checked against the IRS filing · see the original

Give Follow 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.

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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 →

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.

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1 program · $886K · in their own filed words · FY2024
01

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

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 42-1670962) · Dispute this line
$886Kprogram expense

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
Accounts receivableLn 4$136K
Inventories for sale or useLn 8$10K
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 ViewingFiled with the IRS Nov 17, 2025 $993K$1.1M−$104K$1.1M 990 PDF
FY2023Filed with the IRS Nov 15, 2024 $1.1M$1.0M$41K$1.2M 990 PDF
FY2022Filed with the IRS Nov 15, 2023 $1.0M$984K$31K$1.2M 990 PDF
FY2021Filed with the IRS Nov 15, 2022 $959K$830K$129K$1.1M 990 PDF
FY2020Filed with the IRS Nov 2, 2021 $975K$959K$16K$1.0M 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2024 990
Part I · Summary $992,932 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $1,076,297$992,932
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $974$0
I-12 Total revenuePrior year $1,077,271$992,932
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 $693,661$667,950
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $342,506$428,953
I-18 Total expensesPrior year $1,036,167$1,096,903
I-19 Revenue less expensesPrior year $41,104−$103,971
Part VI · Governance 0 of 4 board members independent, 1 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members0
VI-15a Process for setting top official's payNo
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
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 FY2024 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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