2021-05-14T12:06:51-07:00 2020-06-30 990 2019-07-01 310536703 ST JOSEPH INFANT & MATERNITY HOME STJO 5135632520 10722 Wyscarver Rd Cincinnati OH 45241 Janet Neidhard CFO 5135632520 2021-05-14 2019 2022-09-23 18:48:47Z St Joseph Home of Cincinnati Daniel Connors 10722 Wyscarver Road Cincinnati OH 45241 14447192 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, adult workshops and participate in a variety of activities and community outings. 12 12 333 100 -4308 8650 7452521 2836405 9873034 10606731 870426 740446 238079 201439 18434060 14385021 0 0 0 0 9184356 9833822 0 0 291313 3641882 3846571 12826238 13680393 5607822 704628 48209123 49251828 1831093 1821662 46378030 47430166 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 8103493 0 8914652 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. 661056 0 256224 This is an eight bed licensed Respite Facility. It is available for individuals who are non-ambulatory with intellectual disabilities. 1060686 0 733266 An adult day array program that offers recreational and social active treatment. 1664178 0 492405 Additional services including Group homes 1664178 0 492405 11489413 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 31 2 1 333 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 0 X 185862 0 0 Eunice Timoney-Ravenna COO 40 0 X 102991 0 0 Kim Harper - Gage Vice-Chair 1 0 X 0 0 0 S Franette Hyc Secretary/Board Liaison 1 40 X 0 0 0 Ann Keefe Chair 1 0 X 0 0 0 Michael Kennedy 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 288853 0 0 2 0 1 0 0 0 0 2865 0 1967891 865649 0 2836405 ICF-IID 624120 9404750 9404750 0 0 Community living 624120 492405 492405 0 0 Respite 624120 494200 494200 0 0 Adult Day Program 624120 215376 215376 0 0 0 0 0 0 10606731 740446 740446 0 0 0 0 0 0 0 0 0 0 122953 0 0 0 122953 0 122953 122953 0 0 0 0 0 0 0 0 0 0 0 0 57863 2865 62171 -4308 -4308 0 0 0 0 0 0 0 0 0 0 0 0 0 Harris Trust interest income 525920 82794 82794 0 0 0 0 0 0 82794 14385021 11552924 -4308 0 0 0 0 0 0 0 0 0 364896 0 364896 0 0 0 0 0 7949093 7081339 647732 220022 51699 44034 6297 1368 859118 731743 104639 22736 609016 518722 74177 16117 0 0 0 0 3587 0 3587 0 18750 0 18750 0 0 0 0 0 0 0 104658 0 104658 0 0 0 0 0 0 0 0 0 244429 157993 80924 5512 80993 71766 7580 1647 0 0 0 0 513454 447450 55948 10056 42992 42992 0 0 0 0 0 0 36838 0 36838 0 27427 27427 0 0 0 0 0 0 674762 597617 63375 13770 65133 0 65133 0 Professional Fees 861478 607301 254177 0 Program SUpplies 920313 920313 0 0 Respite Scholarships 237976 237976 0 0 Misc Expenses 13781 2740 10956 85 13680393 11489413 1899667 291313 6183224 8626081 4722923 4402962 806330 909357 28399 35124 21633048 14935274 7018170 6697774 21741803 22756231 7708274 5824299 48209123 49251828 1016598 1152172 0 0 0 0 140026 814495 529464 1831093 1821662 X 41925107 43046967 4452923 4383199 46378030 47430166 48209123 49251828 704628 347508 0 0 0 0 X 0 1 X 1 0 X 8776992 9455814 9106827 17680761 13498134 58518528 0 0 0 0 0 0 8776992 9455814 9106827 17680761 13498134 58518528 58518528 744694 787870 850667 822242 946193 4151666 0 0 0 -1090219 3032197 1723942 1340031 347507 5353458 68023652 0.86027 0.86624 X Schedule A, Part II, Line 10 Gains and losses on investment portfolio. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 26825178 0 878766 0 1307214 95447 26301283 26414601 0 531851 0 0 121274 26825178 26277678 0 225770 0 0 88847 26414601 24868039 0 1491450 0 0 81811 26277678 26423756 0 -1464861 0 0 90856 24868039 1 0 0 0 1 1 276050 0 276050 10857659 0 7444687 3412972 6800365 0 4369774 2430591 3203265 0 2705213 498052 495709 0 415600 80109 6697774 0 0 Private Equity Securities 1790037 F Comm Direct Investments 320604 F Real Estate Funds - Long Term 2431244 F Hedge Funds - Long Term 1282414 F 5824299 14794618 347507 0 0 62090 409597 14385021 0 0 0 14385021 13742563 0 0 0 62170 62170 13680393 0 0 0 13680393 Schedule D, Part IV, Line 2b The organization acts as representative payee for residents. 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 to underwrite capital needs. Schedule D, Part XI, Line 2d Both revenue and expense are adjusted for amounts included as expense in form 990 and 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 as reductions of revenue in the Audited financials. Golf Classic 57863 0 57863 1816 2906 26299 0 0 3830 5K 24105 0 24105 0 0 3539 0 0 1262 0 81968 0 81968 1816 2906 29838 0 0 5092 39652 42316 X X 0 0 0 0 0 0 0 0 0 Dan Connors President/CEO 165862 0 20000 0 0 0 0 0 9337 0 195199 0 154846 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 organization 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 18060 Cash donation determined at discretion of giver.