2022-03-07T09:17:55-07:00 2021-06-30 990 2020-07-01 310536703 ST JOSEPH INFANT & MATERNITY HOME STJO 5135632520 10722 Wyscarver Rd Cincinnati OH 45241 Janet Neidhard CFO 5135632520 2022-03-07 1 11 0 AAL2 2020 2022-09-23 18:48:47Z St Joseph Home of Cincinnati Dan S Connors 10722 Wyscarver Road Cincinnati OH 45241 11839373 0 X www.stjosephhome.org X 1977 OH As a sponsored ministry of the Sisters of Charity, St. Joseph Home serves non-ambulatory, medically fragile individuals with intellectual disabilities. The mission is to care for the residents' medical, social, educational and spiritual needs. Residents' in the St. Joseph Home community attend school, and adult workshops and participate in a variety of activities and community outings. 12 12 351 150 -6526 10000 2836405 559815 10606731 10468114 740446 682662 201439 122256 14385021 11832847 0 0 0 0 9833822 9560603 0 0 165732 3846571 2984052 13680393 12544655 704628 -711808 49251828 57427524 1821662 1690399 47430166 55737125 As a sponsored ministry of the Sisters of Charity, St. Joseph Home serves non-ambulatory, medically fragile individuals with intellectual disabilities. The mission is to care for the residents' medical, social, educational and spiritual needs. Residents' at the Home attend school, adult workshops and participate in a variety of activities and community outings. 0 0 9440892 9212722 St. Joseph Home is a licensed, residential, intermediate care facility (ICF/IID) serving children and adults that are non-ambulatory, medically fragile and intellectually disabled. 44690 0 0 This is an eight bed licensed Respite Facility. It is available for individuals who are non-ambulatory with intellectual disabilities. Due to Covid 19, the respite facility was closed for the entire fiscal year. 597066 0 178023 An adult day array program that offers recreational and social active treatment. 785306 0 1105415 Additional services including Group homes 785306 0 1105415 10867954 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 24 1 1 351 1 1 1 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X Dan Connors 5135632520 10722 Wyscarver Rd Cincinnati OH 45241 Dan Connors President/CEO 40 X 233710 0 0 Eunice Timoney-Ravenna COO 40 0 X 120110 0 0 Janet Neidhard CFO 40 0 X 113110 0 0 Kim Harper - Gage Chair 1 0 X 0 0 0 S Franette Hyc Secretary/Board Liaison 1 40 X 0 0 0 Ann Keefe Director 1 0 X 0 0 0 Michael Kennedy Vice Chair and Treasurer 1 0 X 0 0 0 S Patricia Malarkey Director 1 40 X 0 0 0 Karen Martin Director 1 0 X 0 0 0 Melissa Park Director 1 0 X 0 0 0 Matt Reddy Director 1 0 X 0 0 0 Chris Robbins Director 1 0 X 0 0 0 Erin Shull Director 1 0 X 0 0 0 Curt Stoll Director 1 0 X 0 0 0 James Weber Director 1 0 X 0 0 0 466930 0 0 3 0 1 0 0 0 0 -421 0 33294 526942 0 559815 Intermediate Care Facility 623000 9184676 9184676 0 0 Community Living 623000 555090 555090 0 0 Respite 623000 550325 550325 0 0 Adult Day Program 624120 178023 178023 0 0 0 0 0 0 10468114 682662 682662 0 0 0 0 0 0 0 0 0 0 128782 0 0 0 128782 0 128782 128782 0 0 0 0 0 0 0 0 0 0 0 0 0 -421 6526 -6526 -6526 0 0 0 0 0 0 0 0 0 0 0 0 0 0 11832847 11279558 -6526 0 0 0 0 0 0 0 0 0 466930 0 466930 0 0 0 0 0 7783107 7106647 536907 139553 53205 45831 6474 900 617986 532338 75194 10454 639375 550763 77797 10815 0 0 0 0 5851 0 5851 0 23218 23218 0 0 0 0 0 0 0 0 104404 7995 96409 0 0 0 0 0 0 0 0 0 395240 375248 18456 1536 76254 75387 761 106 0 0 0 0 467843 453161 14644 38 16391 4238 12153 0 0 0 0 0 8555 8326 229 0 28748 28748 0 0 0 0 0 0 727646 725737 1676 233 63887 0 63887 0 Professional Fees 296500 161228 133242 2030 Program Supplies 766330 766330 0 0 3185 2759 359 67 12544655 10867954 1510969 165732 0 8626081 1450736 4402962 5461816 909357 1204744 0 0 0 0 35124 26786 22095975 15661762 6697774 6434213 22756231 29626742 5824299 13222487 49251828 57427524 1152172 1041917 0 0 0 0 0 0 140026 146459 0 0 529464 502023 0 0 0 0 1821662 1690399 X 43046967 50275309 4383199 5461816 47430166 55737125 49251828 57427524 -711808 9018767 0 0 0 0 X 0 1 1 0 X 9455814 9106827 17680761 13498134 11028351 60769887 0 0 0 0 9455814 9106827 17680761 13498134 11028351 60769887 60769887 787870 850667 822242 946193 811444 4218416 0 0 3032197 1723942 1340031 347507 9018567 15462244 80450547 0 0.75537 0.86027 X Schedule A, Part II, Line 10 Gains and losses from investment portfolio. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 26301283 6000000 7781009 0 25682 96256 39960354 26825178 0 878766 0 1307214 95447 26301283 26414601 0 1805793 0 1273942 121274 26825178 26277678 0 225770 0 0 88847 26414601 24868039 0 1491450 0 0 81811 26277678 1 0 0 1 0 276050 0 276050 10857659 0 7660983 3196676 7016253 0 4723238 2293015 3353331 0 2809617 543714 592682 0 467924 124758 6434213 0 0 Hedge Funds - Long term 7365323 F Private Equity Securities 3141646 F Real Estate Funds - Long term 1988595 F Comm Direct investments 355106 F Other 371817 F 13222487 20857941 9018567 0 0 6527 9025094 11832847 0 0 0 11832847 12551182 0 0 0 6527 6527 12544655 0 0 0 12544655 Schedule D, Part V, Line 4 The primary objective of the endowment is to provide financial stability for St Joseph Home. Investment and spending decisions are made to preserve and grow principal and to produce annual income. In addition, the endowment fund shall be available to supplement the operating budget and underwrite capital needs. Schedule D, Part XI, Line 2d Both revenue and expense are adjusted for amounts included as expense in form 990 and as reductions of revenue in the audited financial statements Schedule D, Part XII, Line 2d Both revenue and expense are adjusted for amounts included as expense in form 990 and reduction of revenue in the audited financial statements. X X 0 0 0 0 0 0 0 0 0 Dan Connors President/CEO 170379 0 55000 0 8331 0 0 0 9075 0 242785 0 195199 0 Schedule J, Part I, Line 3 Compensation for the CEO is determined by the board of directors based on informal compensation surveys for local nonprofit CEOs. Form 990, Part VI, Section B, Line 11b The 990 is reviewed with and provided to the Finance and Investment Committee of the Board of Directors. The Treasurer also reviews the Form 990 with the Board of Directors. Form 990, Part VI, Section B, Line 12c On an annual basis the Governance Committee of the Board of Directors has the Directors and key employees complete a Conflict of Interest Disclosure Form. Regularly the senior leadership team reviews it as conflicts arise. Form 990, Part VI, Section B, Line 15 The Governance Committee of the Board of Directors reviews the CEO compensation yearly and makes recommendations on pay and benefits. Salary surveys and comparable salary data is reviewed during this process. Form 990, Part VI, Section C, Line 19 The governing documents and financials are given to and reviewed by the Board of Directors. The conflict of interest Policy is shared with employees and the board. These documents are available to others upon request. The 990 is also available upon request and through outside websites that compile such data. Sisters of Charity 5900 Delhi Rd Cincinnati OH 45238 310537158 Religious Order OH 501(c)(3) 1 N/A 0 CHI Operating Investment Program LP 198 Inverness Drive West Englewood CO 80112 470727942 Investments OH N/A Unrelated 0 1 0.00442 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Sisters of Charity c 10425 Cash donation at discretion of donor The organization requests an automatic extension every year because K-1's that are required in order to record UBTI on Form 990T are not available at the required filing date. The organization inadvertently failed to request the automatic extension for the current year.