2014-03-25T13:26:46-07:00 2013-06-30 990 2012-07-01 310536703 ST JOSEPH INFANT & MATERNITY HOME STJO 5135632520 10722 Wyscarver Rd Cincinnati OH 45241 Patricia Vonderahe 5135632520 2014-02-15 2012 2015-11-30 17:44:51Z St Joseph Home of Cincinnati Michael Rench 10722 Wyscarver Rd Cincinnati OH 45241 9997728 0 X www.stjosephhome.org X 1977 OH As a sponsired 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 workshop and particpate in a variety of activities and community outings. 21 16 230 70 27852 0 756102 1198299 6850071 6824340 655951 755185 -806674 1087508 7455450 9865332 0 0 0 0 5841284 6248601 0 0 22561 2751348 2825210 8592632 9073811 -1137182 791521 37441819 40157768 712389 753036 36729430 39404732 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 workshop and particpate in a variety of activities and community outings. 0 0 6787448 7210833 St. Joseph Home is a licensed, residential, intermediate carer facility (ICF/IID) serving children and adults that are non-ambulatory, medically fragile and intellectually disabled. 833245 588170 This is an eight bed licensed Respite Facility. It is available for individuals who are non-ambulatory with intellectual disabilities. 0 0 0 7620693 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 15 3 1 230 1 0 0 0 0 1 1 0 0 0 0 0 1 0 X 21 16 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X Patricia Vonderahe 5135632520 10722 Wyscarver Rd Cincinnati OH 45241 Lyndsey Barnett 1 0 X 0 0 0 Karen Crone 1 0 X 0 0 0 William Giesler 1 0 X 0 0 0 Walter McLarty 1 0 X 0 0 0 Craig Rambo 1 0 X 0 0 0 Barbara Scull 1 0 X 0 0 0 Robert Steele 1 0 X 0 0 0 Matthew Stith 1 0 X 0 0 0 Curtis Stoll 1 0 X 0 0 0 MarkThaman 1 0 X 0 0 0 S Maureen Haverin 1 0 X 0 0 0 S Monica Ann Lucas 1 0 X 0 0 0 S Joan Carole Schaffner 1 0 X 0 0 0 Sr Louise Lears 1 0 X 0 0 0 Jack Albrecht 1 0 X 0 0 0 Janel Carroll 1 0 X 0 0 0 Angie Head 1 0 X 0 0 0 Ann Keefe 1 0 X 0 0 0 S Jeanne Roach 1 0 X 0 0 0 Karla Russo 1 0 X 0 0 0 Rick Theders 1 0 X 0 0 0 Dan Connors 40 0 X 30714 0 6484 Michael Rench 40 0 X 114423 0 8216 Patricia Vonderahe 40 0 X 73349 0 7449 218486 0 22149 1 0 0 0 0 0 0 27852 0 27731 1142716 5530 1198299 ICF-IID 900099 6236170 6236170 0 0 Respite 900099 588170 588170 0 0 0 0 0 0 6824340 764487 764487 0 0 0 0 0 0 0 0 0 0 74815 0 25386 0 49429 0 49429 49429 0 0 0 71700 0 81002 0 -9302 -9302 -9302 0 0 53860 27852 26008 27852 27852 0 CHI Investment 900099 1010227 1010227 0 0 0 0 0 0 1010227 9865332 8639181 27852 0 0 0 0 0 0 0 0 0 279722 0 279722 0 0 0 0 0 4914577 4463704 430628 20245 102842 87416 15426 0 566130 498041 68089 0 385330 327531 56313 1486 0 0 0 0 37643 0 37643 0 25000 0 25000 0 0 0 0 0 0 0 29004 0 29004 0 0 0 0 0 0 0 0 0 172746 123149 49597 0 16107 4756 11351 0 0 0 0 0 320565 238821 81744 0 17706 13279 4427 0 0 0 0 21259 14244 7015 0 0 0 0 0 0 0 0 0 664002 494682 169320 0 49990 0 49990 0 Professional Fees 669623 637157 32466 0 Program Supplies 463536 463536 0 0 Respite Scholarships 254377 254377 0 0 Misc Expense 6435 0 5605 830 77217 0 77217 0 9073811 7620693 1430557 22561 0 0 787446 395374 4166370 4219685 630238 742753 0 0 0 0 0 0 1166 1166 35793 46934 16827543 10267764 6793612 6559779 20700528 24150853 4326666 4041224 0 0 0 0 0 0 37441819 40157768 702632 744169 9757 8867 712389 753036 X 32465475 35044764 4263955 4359968 0 0 36729430 39404732 37441819 40157768 791521 1883781 0 0 0 0 X 0 1 X 1 0 X 6849601 7478621 6882359 7070969 7438925 35720475 0 0 0 0 0 0 0 0 0 0 6849601 7478621 6882359 7070969 7438925 35720475 35720475 615225 643713 595993 638081 733429 3226441 0 0 0 0 0 0 -5737617 2961197 5107093 -338574 3472847 5464946 44411862 11645231 0.80430 0.91416 X Part II, Line 10. Respite Fees for the home are recorded as service revenue. This respresents $588,170. Also included are unrelaized gains for for securities and the charitable remainder trust. This respresents $2,884,707. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22329360 0 2667007 0 0 93778 24902589 22575092 0 -160758 0 0 84974 22329360 18685633 0 3967875 0 0 78416 22575092 16396034 0 2352580 0 0 62981 18685633 20564336 0 -4101617 0 0 66685 16396034 1 0 0 1 0 0 0 0 0 9601253 4341442 5259811 0 4158344 3496211 662133 0 2675747 2091264 584483 0 392199 338847 53352 6559779 Private EquitySecurities - Equity 2196941 F Comm. Investments - Fixed 27486 F Real Estate Funds - Fixed 112691 F Hedge Funds - Fixed 1704106 F 4041224 0 GIft Annuity Payable 8867 8867 11645231 1883781 0 0 0 1883781 9761450 108716 -4834 103882 9865332 8969929 0 0 0 0 0 8969929 108716 -4834 103882 9073811 SchD_P05_S00_L04 Schedule D, Part V, Line 4 The primary objective of the Endowment Fund is to provide financial stability for St. Joseph Home. Investment and spending decisions should be made to preserve and grow principal and produce annual income. In addition, the Endowment fund shall be available to supplement the operating budget and to underwrite capital needs, as needed. Periodic distribution of funds for program/service initiatives may be applicable with Board approval. SchD_P11_S00_L04b Schedule D, Part XI, Line 4b This is a fundraising event expense that is netted against revenue. SchD_P12_S00_L04b Schedule D, Part XII, Line 4b This is a fundraising expense for an event that is netted against revenue. Raffle 14422 0 14422 6900 0 0 0 0 1394 Golf 47530 15757 31773 0 0 5175 4810 0 2896 3 24315 16650 7665 0 0 0 0 0 4833 86267 32407 53860 6900 0 5175 4810 0 9123 26008 27852 F990_P06_S0A_L07b Form 990, Part VI, Section A, Line 7b St. Joseph Infant & Maternity Home and its Board of Trustees must get approval from the Sisters of Charity Corporatin Board of Sponsored Ministries for any Capital Expenditure over $500,000, appointment of trustees, change in mission or philosophy, purchase, sale or lease of property incurring debt and accepting donated assets requiring financial commitment. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b The 990 is reviewed with and provided to the Finance Committee of the Board of Trustees. THe 990 is also reviewed with the Board fo Trustees by the Treasurer and the committee. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c On an annual basis the organization has the trustees and key employees complete a Conflict of Interest Disclosure FOrm. Regularly the Finance Department and Senior Management review if any potential conflicts arise. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 On an annual basis compensation is reviewed with the Human Resources COmmittee of the Board of Trustees for all positions including the officers. The officers total compensation is complied and compared to annual surveys of other Non-Profit Organizations of similar size and industry. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The governing documents and financials are given to and reviewed by the Board of Trustees. 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 the 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 1 0 0 0 0 0 0 0 0 We filed for an extension through Arpil 15, 2014. We were waiting for a taxable related organization to provide our Annual K-1 statement.