CATHOLIC RESIDENTIAL SERVICES INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CATHOLIC RESIDENTIAL SERVICES INC (EIN 39-0982340)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-03
- IRS object ID
- 201322769349300507
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-03T06:40:07-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390982340 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC RESIDENTIAL SERVICES INC | BusinessNameLine1 |
| Business Name Line2 | dba Benedictine Living Communities of WI | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CATH | NameControl |
| Phone | 6087845329 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3710 EAST AVENUE SOUTH | AddressLine1 |
| City | LA CROSSE | City |
| State | WI | State |
| ZIP Code | 54601 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEVIN RYMANOWSKI | Name |
| Title | CFO | Title |
| Date Signed | 2013-10-03 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES GAJEWSKI | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1995 E RUM RIVER DRIVE S | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MN | State |
| ZIP Code | 55008 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13995743 | GrossReceipts |
| Group Return For Affiliates | true | GroupReturnForAffiliates |
| All Affiliates Included | true | AllAffiliatesIncluded |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CRSINC.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1960 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | The mission of Catholic Residential Services, Inc., a service ministry of the Diocese of La Crosse and Benedictine Sisters of Duluth Minnesota, is to establish and maintain residential programs that make real and effective the presence of Christ and his church to those served. Catholic Residential Services, Inc. will extend its mission through service, compassion, empowerment, and a program of advocacy. These services will be provided to the people throughout the Diocese of La Crosse and the surrounding communities without regard to religion, race, age, or gender. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 415 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 11231 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1211 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 13867039 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 13898216 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 62328 | InvestmentIncomePriorYear |
| Investment Income Current Year | 96316 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 14375 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 13954973 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13995743 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 9676856 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9561523 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4525526 | OtherExpensePriorYear |
| Other Expenses Current Year | 5341880 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14202382 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14903403 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -247409 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -907660 | RevenuesLessExpensesCY |
| Total Assets BOY | 11482356 | TotalAssetsBOY |
| Total Assets EOY | 11399299 | TotalAssetsEOY |
| Total Liabilities BOY | 10090863 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10813628 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1391493 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 585671 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Catholic Residential Serives is a Catholic organization entrusted with advancing the health care ministry of the Benedictine Sisters of Duluth, Minnesota. Our mission is to witness to God's love by providing compassionate, quality care with special concern for the underserved and those in need. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | true | SignificantChange |
| Expense | 12985923 | Expense |
| Revenue | 13898216 | Revenue |
| Description | The Organization operates two nursing homes, a group foster home, and an assistedliving facility. The nursing homes, Marywood Convalescent Center and St. JosephsRehabilitation Center, are located in Wausau, Wisconsin, and La Crosse, Wisconsin,respectively. Northland House Group Home operates in Wausau, Wisconsin. MeadowWood, the assisted living facility, is located in La Crosse, Wisconsin, adjacent to St.Josephs Rehabilitation Center. | Description |
| Total Program Service Expense | 12985923 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 38 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 415 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | true | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KEVIN RYMANOWSKI CFO | NamePerson |
| Telephone Number | 7636891162 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1995 ERUM RIVER DRIVE S | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MN | State |
| ZIP Code | 55008 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|
| DALE THOMPSON | |||||||
| CEO OF BHS | 1.00 | 40.00 | X | X | 0 | 832055 | 124053 |
| MARY KRUEGER | |||||||
| VICE CHAIR | 1.00 | 0.00 | X | X | 0 | 0 | 0 |
| CHUCK HORMAN | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| WILLIAM P CALLAHAN | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| KEVIN MANLEY | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| THOMAS KIEFFER | |||||||
| CHAIR | 1.00 | 0.00 | X | X | 0 | 0 | 0 |
| DORIS DOHERTY | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| DENNIS ACREA | |||||||
| Dir & VP of BHS | 1.00 | 40.00 | X | 0 | 232614 | 37207 | |
| CHRISTINE NYKIEL | |||||||
| Secretary | 1.00 | 0.00 | X | X | 0 | 0 | 0 |
| BRADLEY STURM | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| ALLEN JAKUBOWSKI | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| KEVIN RYMANOWSKI | |||||||
| CFO OF BHS | 1.00 | 40.00 | X | 0 | 307939 | 62563 | |
| JAMES GAJEWSKI | |||||||
| VP OF OPERATION | 40.00 | 0.00 | X | 0 | 80443 | 13887 | |
| BRIAN ZALETEL | |||||||
| ADMIN OF WAU | 40.00 | 0.00 | X | 0 | 76168 | 33341 | |
| TONI KETTNER | |||||||
| ADMIN. OF LACR | 40.00 | 0.00 | X | 0 | 71704 | 14480 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp Frm Rltd Orgs | 1600923 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 285531 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENEDICTINE HEALTH SYTEM | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1995 E RUM RIVER DR S | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MN | State |
| ZIP Code | 55008 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | MANAGING COMPANY | DescriptionOfServices |
| Compensation | 278951 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 1211 | AllOtherContributions |
| Total Contributions | 1211 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Resident Revenue | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 13898216 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13898216 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 13898216 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21197 | TotalRevenueColumn |
| Exclusion | $21,197 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 75119 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 75119 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 75119 | TotalRevenueColumn |
| Exclusion | $75,119 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13995743 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13898216 | RelatedOrExemptFunctionIncome |
| Exclusion | $96,316 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7550210 | Total |
| Program Services | 6451505 | ProgramServices |
| Management And General | 1098705 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99613 | Total |
| Program Services | 91644 | ProgramServices |
| Management And General | 7969 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1373768 | Total |
| Program Services | 1263867 | ProgramServices |
| Management And General | 109901 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 537932 | Total |
| Program Services | 494897 | ProgramServices |
| Management And General | 43035 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 278951 | Total |
| Management And General | 278951 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19682 | Total |
| Management And General | 19682 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68408 | Total |
| Management And General | 68408 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 938401 | Total |
| Program Services | 938401 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72370 | Total |
| Management And General | 72370 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127116 | Total |
| Program Services | 30615 | ProgramServices |
| Management And General | 96501 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97520 | Total |
| Management And General | 97520 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 565572 | Total |
| Program Services | 565572 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18035 | Total |
| Program Services | 13096 | ProgramServices |
| Management And General | 4939 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64630 | Total |
| Program Services | 57726 | ProgramServices |
| Management And General | 6904 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 420429 | Total |
| Program Services | 420429 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 593988 | Total |
| Program Services | 593988 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21913 | Total |
| Program Services | 21913 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| EQUIPMENT REPAIRS | 13798 | 11482 | 2316 |
| SURCHARGE | 92376 | 92376 | |
| FOOD | 185249 | 185249 | |
| Medicial Supply Expense | 1737383 | 1737383 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26059 | Total |
| Program Services | 15780 | ProgramServices |
| Management And General | 10279 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14903403 | Total |
| Program Services | 12985923 | ProgramServices |
| Management And General | 1917480 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 13808 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1097021 | BOY |
| EOY | 1905990 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16357 | BOY |
| EOY | 50989 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 15381902 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8412385 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7493951 | BOY |
| EOY | 6969517 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1217111 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 264265 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1657916 | BOY |
| EOY | 2194730 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11482356 | BOY |
| EOY | 11399299 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 995863 | BOY |
| EOY | 1676726 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 8491170 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9095000 | BOY |
| EOY | 150000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 495732 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10090863 | BOY |
| EOY | 10813628 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1350202 | BOY |
| EOY | 621309 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41291 | BOY |
| EOY | -35638 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1391493 | BOY |
| EOY | 585671 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11482356 | BOY |
| EOY | 11399299 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -907660 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 101838 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | false | FSAudited |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23789 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16503 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9703 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11231 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1211 | CurrentTaxYear |
| Total | 62437 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12301631 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12128712 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12841422 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13881414 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13898216 | CurrentTaxYear |
| Total | 65051395 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12325420 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12145215 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12851125 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13892645 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13899427 | CurrentTaxYear |
| Total | 65113832 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 65113832 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 138553 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 50148 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 49888 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 62328 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21197 | CurrentTaxYear |
| Total | 322114 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 138553 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 50148 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 49888 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 62328 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21197 | CurrentTaxYear |
| Total | 322114 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12463973 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12195363 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12901013 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13954973 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13920624 | CurrentTaxYear |
| Total | 65435946 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99510 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99940 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00490 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00060 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1060088 | OtherCostOrOtherBasis |
| Book Value | 1060088 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12260420 | OtherCostOrOtherBasis |
| Depreciation | 6623959 | Depreciation |
| Book Value | 5636461 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1983545 | OtherCostOrOtherBasis |
| Depreciation | 1714395 | Depreciation |
| Book Value | 269150 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 77849 | OtherCostOrOtherBasis |
| Depreciation | 74031 | Depreciation |
| Book Value | 3818 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6969517 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| RESTRICTED CASH | 342915 |
| RESIDENT CUSTODIAL FUNDS | |
| DEFERRED FINANCE CHARGES | |
| BOND FUND AND ESCROW DEPOSITS | 1311145 |
| AMOUNT DUE FROM AFFILIATES | 540670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2194730 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Related Party Payable | Description |
| Amount | $495,732 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 495732 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 13995743 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 13995743 | RevenueSubtotal |
| Total Revenue Per Form990 | 13995743 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 14903403 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 14903403 | ExpensesSubtotal |
| Total Expenses Per Form990 | 14903403 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part X | Identifier |
| Return Reference | Part X : FIN48 Footnote | ReturnReference |
| Explanation | Tax-exempt StatusThe Organization is incorporated as a nonprofit, nonstock Wisconsin corporation. The Organization is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code, and accordingly, no provision for incomes taxes has been provided. The Organization is covered under the group exemption for organizations listed in the Official Catholic Directory.The Organization follows the accounting standards for contingencies in evaluating uncertain tax positions. The Organization files informational returns as a tax-exempt Organization. The Organizations income tax returns are subject to review and examination by federal, state, and local authorities. The informational returns for the years 2009 to 2012 are open to examination by those authorities. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|
| KEVIN RYMANOWSKI | |||||||
| CFO OF BHS | 238642 | 40111 | 29186 | 41814 | 20749 | 370502 | 41814 |
| DENNIS ACREA | |||||||
| Dir & VP of BHS | 178301 | 36961 | 17352 | 31656 | 5551 | 269821 | 31656 |
| DALE THOMPSON | |||||||
| CEO OF BHS | 561818 | 101936 | 168301 | 107282 | 16771 | 956108 | 107282 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J, Part III, Additional Information | Identifier |
| Return Reference | Part III, Additional Information | ReturnReference |
| Explanation | DALE THOMPSON CEO, DENNIS ACREA VP OF OPERATIONS AND KEVIN RYMANOWSKI CFO OF BENEDICTINE HEALTH SYSTEM 41-1531892 SHARE THEIR TIME BETWEEN THE REPORTING ORGANIZATION AND RELATED ORGANIZATIONS.THE CEO / ADMIN. IS COMPENSATED BY BENEDICTINE HEALTH SYSTEM, A RELATED ORGANIZATION. THIS ORGANIZATION USES THE FOLLOWING TO SET CEO / ADMINISTRATIVE COMPENSATIONS:1. COMPENSATION COMMITTEE2. INDEPENDENT COMPENSATION CONSULTANT3. WRITTEN EMPLOYMENT CONTRACT4. COMPENSATION SURVEY OR STUDY5. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| WHEFA REFUNDING BONDS 09 | ||||||||
| B | 391337855 | 97710BKU5 | 2009-07-30 | 4060000 | FACILITY ADDITION | false | false | true |
| WHEFA REFUNDING BONDS 07 | ||||||||
| A | 391337855 | 97710BKU5 | 2007-04-01 | 6620000 | RETIRE THE SER. 1993 1997 BOND | false | false | true |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount RetiredAmountRetired | Refunding EscrowRefundingEscrow |
|---|---|---|---|---|---|---|---|---|---|---|
| B | 4060000 | 151546 | 3908454 | 2009 | false | false | false | true | ||
| A | 6620000 | 233294 | 2007 | true | false | true | true | 2190000 | 6386706 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|
| B | false | false | false | false | true |
| A | false | false | false | false | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|
| B | true | false | false | false | false | false |
| A | true | false | false | false | false | false |
Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| B | true |
| A | true |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (13 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| OFFICER COMPENSATION | DALE THOMPSON CEO AND KEVIN RYMANOWSKI CFO OF BENEDICTINE HEALTH SYSTEM 41-1531892 SHARE THEIR TIME BETWEEN THE REPORTING ORGANIZATION AND THE FOLLOWING RELATED ORGANIZATIONS.ARROWHEAD SENIOR LIVING COMMUNITY41-1978619BENEDICTINE CARE CENTERS41-1907571BENEDICTINE HEALTH CENTER41-1381401BENEDICTINE HEALTH SYSTEM 41-1531892BENEDICTINE HEALTH SYSTEM FOUNDATION41-1513014BENEDICTINE LIVING COMMUNITIES41-1639687BENEDICTINE LIVING COMMUNITIES -BISMARCK INC.26-4376543BENEDICTINE LIVING COMMUNITY OF MORA27-4219119BENEDICTINE LIVING COMMUNITY OF NEW LONDON27-4218436BENEDICTINE LIVING COMMUNITY OF SPOONER45-0700468BENEDICTINE LIVING COMMUNITY OF ST. PETER86-1113231BENEDICTINE LIVING COMMUNITY OF WINSTED27-4219293BENEDICTINE SENIOR LIVING COMMUNITY OF ST PETER27-2716531BRIDGES CARE COMMUNITY26-2620983CENERITY SENIOR CARE36-3517696CERENITY CARE CENTER - WHITE BEAR LAKE41-1983267CITY OF LAKES CARE CENTER41-1985663ELLENDALE EVERGREEN PLACE, INC41-1796445LIVING COMMUNITY OF ST. JOSEPH41-2011661MADONNA MEADOWS OF ROCHESTER47-0855891MADONNA TOWERS OF ROCHESTER, INC41-1809914NAZARETH LIVING CENTER43-1450394ROSEWOOD COURT41-2011389SAINT ANNE OF WINONA41-0850791ST. GERTRUDE'S HEALTH CENTER41-1848720STEELE COUNTY COMMUNITIES FOR A LIFETIME INC27-0705237STEEPLE POINTE SENIOR LIVING COMMUNITY41-1852273TEKAWITHA NURSING CENTER, INC41-1809912VILLA ST. BENEDICT36-4343235VILLA ST. VINCENT 41-1352227BLC OF RED WING 45-4929398BLC OF WAHPETON 45-4274091 | |
| Form 990, Part XII, Line 2: Change of Oversight or Selection Process | CRS finanical statements were audited by an independent acountant for the time period of 1/1/2012 - 9/30/2012. When ownership changed. The last 3 months of this tax period were not audited. CRS will be changing fiscal year ends to June 30 and will be part of a complete audit at that time.To be consistant with their previous year end, thisThe Benedictine Health System Audit / Finance Committee oversees the selection of the independent auditor and oversees the annual Consolidated Audit of Benedictine Health System and Affiliates which includes the Organization. | Form 990, Part XII, Line 2c |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Unrealized Capital Gain = $1683 | Form 990, Part XI, Line 9 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Reclass corporate allocation = $100155 | Form 990, Part XI, Line 9 |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | NOT AVAILABLE TO PUBLIC | Form 990, Part VI, Line 19 |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | On an annual basis, interested persons are required to disclose any relationships that constitute or might lead to a Conflict of Interest by completing the Conflict of Interest and Gift Disclosure Statement. The BHS Compliance Department will distribute the Statements and collect and maintain the completed Statements. The BHS Compliance Manager will review the Statements and provide a summary of the identified Conflicts of Interest to the BHS Chief Compliance Officer, who will alert the BHS CEO and the Chair of the BHS Board of Directors to any items of concern. An Interested Person is any person in a position to exercise substantial influence over the System, including but not limited to a board member, board committee member, or officer or director of BHS or a facility (such as Facility CEO/Administrators and BHS senior leaders and directors).For Interested Persons who are employees (other than the BHS CEO), following disclosure of the actual or potential Conflict of Interest and all material facts, the Interested Persons supervisor will determine whether a Conflict of Interest exists. For the BHS CEO and board and committee members, following disclosure of the actual or potential Conflict of Interest and all material facts, the Interested Person will leave the board or committee meeting while the remaining members of the board or committee determine if a Conflict of Interest exists. The Interested Person may participate in deliberation regarding the transaction if the applicable supervisor, board, or committee determines a Conflict of Interest does not exist.An Interested Person who has been determined to have a Conflict of Interest may not participate in the deliberation or decision regarding the transaction or arrangement involving the Conflict of Interest and may not be present during such deliberation or decision making. The Interested Person may be allowed to make a presentation to the supervisor, board, or committee considering the transaction or arrangement as to which the Conflict of Interests refers prior to the deliberation and decision. | Form 990, Part VI, Line 12c |
| Form 990, Part VI, Line 11b: Form 990 Review Process | AN ELECTRONIC COPY OF THE FORM 990 WAS DISTRIBUTED PRIOR TO FILING. | Form 990, Part VI, Line 11b |
| Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders | Benedictine Health System has certain Reserved Powers relating to the activities of the Corporation as set out in the Corporation's By-Laws. In addition, in keeping with the Corporation's mission "to assist and coordinate activities of facilities for health care, education, and care for the aged and social services in accordance with the charitable works tradition of the Roman Catholic Church", all activities of the Corporation are required to be carried out in accordance with the charisms of the Benedictine Sisters Benevolent Association ("BSBA"), a civil law corporation for the Sisters of St. Benedict of St. Scholastica Monastery located in Duluth, Minnesota. | Form 990, Part VI, Line 7b |
| Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body | Each Director of the Corporation is appointed by Benedictine Health System. | Form 990, Part VI, Line 7a |
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | Benedictine Health System, a Minnesota nonprofit corporation, is the sole member of the Corporation. | Form 990, Part VI, Line 6 |
| Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents | The following changes were made to Catholic Residential Services, Inc.s Articles of Incorporation in October 2012:1.One of the identified purposes of the organization was changed from develop and operate residential and related services provided within the nineteen counties of the Catholic Diocese of La Crosse, except those that come under the auspices of the Diocese of La Crosse to develop and operate residential, nursing, healthcare and related services. 2.The new Articles permit distributions to members of the Corporation.3.The new Articles identify Benedictine Health System as the member of the Corporation.4.The new Articles change the name of the registered agent. 5.The new Articles eliminate the provision in the old Articles stating that the Bishop of the Diocese of La Crosse is a permanent member of the Board of Directors. The following changes were made to Catholic Residential Services, Inc.s Bylaws in Oct. 2012:1.Purposes and Missiona.The new Bylaws provide that the purposes of the Corporation are to own, lease, manage, maintain, operate and conduct, directly or indirectly, and to assist and coordinate activities of, facilities for health care, education, care and housing for the aged and social services in accordance with the charitable works tradition of the Roman Catholic Church.b.The new Bylaws provide that the Corporation will always be guided by and act in accord with the Philosophy and Mission of the BSBA [Benedictine Sisters Benevolent Association] as expressed by the religious community the Sisters of St. Benedict of St. Scholastica Monastery in Duluth, Minnesota. 2.Sponsorship, Membership, and Reserved Powersa.The new Bylaws provide that the Corporation is sponsored by the Benedictine Sisters Benevolent Association. b.The new Bylaws identify Benedictine Health System as the member of the Corporation.c.The new Bylaws identify certain reserved powers as belonging to the Benedictine Sisters Benevolent Association and Benedictine Health System, respectively. 3.Board of Directors: a.The new Bylaws provide that the President of Benedictine Health System or designee and the Bishop of the Diocese of La Crosse or his designee serve as ex-officio Directors with voting rights. b.The new Bylaws provide that the Benedictine Sisters Benevolent Association has the right to appoint one member of the Board of Directors. c.The new Bylaws provide that Benedictine Health System determines the actual number of voting Directors and may appoint and remove Directors.d.The new Bylaws removed the requirements in the old Bylaws that the Board of Directors include a least one member of the diocesan clergy and one member of a religious order and that Directors live within the geographic boundaries of the Diocese of La Crosse. e.The new Bylaws provide that Directors may be paid for services as authorized by BHS and may be reimbursed for out-of-pocket expenses reasonably incurred on behalf of the Corporation.f.The new Bylaws removed the provision of the old Bylaws that the Bishop of the Diocese of La Crosse has the authority to veto Board decisions, to appoint or remove any Director, and to assign special efforts to the Corporation in emergency situations. g.The new Bylaws made changes to the provisions governing special meeting quorums and Director terms, meetings, and removal.4.Officersa.The new Bylaws provide for different titles of some of the Corporations officers.b.The new Bylaws made changes to the provisions governing the election, appointment, and removal of officers. 5.Committeesa.The new Bylaws made changes to the provisions governing the establishment of committees; the composition, appointment, and removal of committee members; and committee meetings.6.Othera.The new Bylaws include indemnification, conflict of interest, and confidentiality provisions.b.The new Bylaws provide that amendments to the Bylaws are subject to the approval of Benedictine Health System | Form 990, Part VI, Line 4 |
| Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company | The Corporation contracts with Benedictine Health System, a related organization, for Management Services. Benedictine Health System employed the President/CEO of the Corporation and the Administrators of the facilities. | Form 990, Part VI, Line 3 |
| Form 990, Part III, Line 3: Ceased Conducting or Significant Changes To Services | Effective Oct. 1 2012, Catholic Residential Services, Inc., (CRS) La Crosse, Wis., and its four facilities became the newest members of the Benedictine Health System.CRS facilities in La Crosse include St. Josephs Rehabilitation Center with 80 skilled nursing beds, and the 45 unit MeadowWood Assisted Living; and in Wausau, Marywood Center with 90 skilled nursing beds and Northland House, an eight bed group home. The four communities employ more than 300 employees.Catholic healthcare organizations dedicate themselves to carrying on the Church's healing ministry. Every day they are challenged to reaffirm a mission and values that will enable healthcare to be delivered with competence and compassion, said The Most Reverend William P. Callahan, bishop of the Diocese of La Crosse. By seeking an affiliation with Benedictine Health Services, Catholic Residential Services will have access to the resources and unique expertise of an organization that shares our mission and values. We are pleased that Catholic Residential Services has chosen to become a member organization in BHS and are excited about the prospect of helping them grow their long term care ministry building upon their excellent reputation in the communities they serve, said Dale Thompson, BHS president/CEO. Residents currently living within the CRS organizations will see little change, as the current employees will continue to provide care. Jim Gajewski, who has served as president of CRS, has also been retained by BHS to lead the CRS facilities. Among the many advantages the affiliation with BHS brings to the CRS facilities, BHS will begin installing its electronic health record, which uses internet-based technology to coordinate resident care documentation, physicians orders and health care billing. We believe the BHS affiliation will enable us to continue to provide best-practice services despite an increasingly difficult healthcare environment with which all service providers are challenged. Although governments ability to adequately fund future health care needs is uncertain, we will nonetheless be well-positioned to achieve service growth and long-term sustainability, Gajewski said. | Form 990, Part III, Line 3 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (17 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Villa St Vincent | |||||||||||
| 1995 E RUM RIVER DRIVE S | CAMBRIDGE | MN | 55008 | 411352227 | NURSING HOME | MN | 501 (C) 3 | 9 | BHS | false | |
| Tekakwitha Living Center | |||||||||||
| 1995 E RUM RIVER DRIVE S | CAMBRIDGE | MN | 55008 | 411809912 | NURSING HOME | MN | 501 (C) 3 | 9 | BHS | false | |
| ARROWHEAD SENIOR LIV COM | |||||||||||
| 1995 E RUM RIVER DRIVE S | CAMBRIDGE | MN | 55008 | 411978619 | NURSING HOME | MN | 501 (C) 3 | 9 | BHS | false | |
| St Gertrudes Health & Rehab | |||||||||||
| 1995 E RUM RIVER DRIVE S | CAMBRIDGE | MN | 55008 | 411848720 | NURSING HOME | MN | 501 (C) 3 | 9 | BHS | false | |
| Saint Anne of Winona | |||||||||||
| 1995 E RUM RIVER DRIVE S | CAMBRIDGE | MN | 55008 | 410850791 | NURSING HOME | MN | 501 (C) 3 | 9 | BHS | false | |
| Madonna Towers of Rochester | |||||||||||
| 1995 E RUM RIVER DRIVE S | CAMBRIDGE | MN | 55008 | 411809914 | NURSING HOME | MN | 501 (C) 3 | 9 | BHS | false | |
| Madonna Meadows of Rochester | |||||||||||
| 1995 E RUM RIVER DRIVE S | CAMBRIDGE | MN | 55008 | 470855891 | ASSISTED LIVING | MN | 501 (C) 3 | 9 | BHS | false | |
| Living Community of St Joseph | |||||||||||
| 1995 E RUM RIVER DRIVE S | CAMBRIDGE | MN | 55008 | 412011661 | NURSING HOME | MN | 501 (C) 3 | 9 | BHS | false | |
| Cerenity Care Cen- White Bear Lake | |||||||||||
| 1995 E RUM RIVER DRIVE S | CAMBRIDGE | MN | 55008 | 411983267 | NURSING HOME | MN | 501 (C) 3 | 9 | BHS | false | |
| Cerenity Senior Care | |||||||||||
| 1995 E RUM RIVER DRIVE S | CAMBRIDGE | MN | 55008 | 363517696 | NURSING HOME | MN | 501 (C) 3 | 9 | BHS | false | |
| Benedictine Senior Liv at Steeple Point | |||||||||||
| 1995 E RUM RIVER DRIVE S | CAMBRIDGE | MN | 55008 | 411852273 | ASSISTED LIVING | MN | 501 (C) 3 | 9 | BHS | false | |
| Benedictine Living Com of St Peter | |||||||||||
| 1995 E RUM RIVER DRIVE S | CAMBRIDGE | MN | 55008 | 861113231 | NURSING HOME | MN | 501 (C) 3 | 9 | BHS | false | |
| Benedictine Living Communities | |||||||||||
| 1995 E RUM RIVER DRIVE S | CAMBRIDGE | MN | 55008 | 411639687 | NURSING HOME | MN | 501 (C) 3 | 9 | BHS | false | |
| Benedictine Health Center of Minneapolis | |||||||||||
| 1995 E RUM RIVER DRIVE S | CAMBRIDGE | MN | 55008 | 411985663 | NURSING HOME | MN | 501 (C) 3 | 9 | BHS | false | |
| BENEDICTINE HEALTH CENTER | |||||||||||
| 1995 E RUM RIVER DRIVE S | CAMBRIDGE | MN | 55008 | 411381401 | NURSING HOME | MN | 501 (C) 3 | 9 | BHS | false | |
| BENEDICTINE HEALTH SYSTEM FOUNDATION | |||||||||||
| 503 E THIRD ST | DULUTH | MN | 55805 | 411513014 | SUPPORTING ORG. | MN | 501 (C) 3 | 9 | BHS | false | |
| BENEDICTINE HEALTH SYSTEM | |||||||||||
| 1995 E RUM RIVER DRIVE S | CAMBRIDGE | MN | 55008 | 411531892 | SUPPORTING ORG. | MN | 501 (C) 3 | 11 | false | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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