ST JOSEPH INFANT & MATERNITY HOME: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- ST JOSEPH INFANT & MATERNITY HOME (EIN 31-0536703)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-04
- IRS object ID
- 201100359349300420
- Schema version
- 2009v1.7
- 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 | 2011-02-04T14:53:36-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310536703 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST JOSEPH INFANT & MATERNITY HOME | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STJO | NameControl |
| Phone | 5135632520 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10722 WYSCARVER ROAD | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45241 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM JANZARUK | Name |
| Title | director of finance, treasurer | Title |
| Phone | 5135632520 | Phone |
| Date Signed | 2011-02-01 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | s marianne vanvurst | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10722 WYSCARVER ROAD | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45241 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9590600 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1977 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | ST. JOSEPH HOME IS A MINISTRY OF THE SISTERS OF CHARITY OF CINCINNATI AND IS THE ONLY AGENCY IN HAMILTON COUNTY SERVING NON-AMBULATORY, NON-VERBAL, AND MEDICALLY FRAGILE INFANTS, CHILDREN, AND ADULTS. OUR MISSION IS TO CARE FOR OUR RESIDENT'S MEDICAL NEEDS, BUT ALSO TO GIVE ATTENTION TO THEIR SOCIAL, EDUCATIONAL, HABILITATIVE, AND SPIRITUAL DEVELOPMENT. ST. JOSEPH HOME RESIDENTS ATTEND SCHOOL OR WORKSHOP, AND PARTICIPATE IN A VARIETY OF ACTIVITIES AND COMMUNITY OUTINGS AND PROGRAMS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 254 | TotalNbrEmployees |
| Total Nbr Volunteers | 36 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 378843 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 960821 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6912080 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7047801 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 93030 | InvestmentIncomePriorYear |
| Investment Income Current Year | 639812 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -1203265 | OtherRevenuePriorYear |
| Other Revenue Current Year | 890283 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6180688 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9538717 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5717086 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5702523 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 12903 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2772744 | OtherExpensePriorYear |
| Other Expenses Current Year | 2791191 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8489830 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8493714 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2309142 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1045003 | RevenuesLessExpensesCY |
| Total Assets BOY | 31700822 | TotalAssetsBOY |
| Total Assets EOY | 34330344 | TotalAssetsEOY |
| Total Liabilities BOY | 827767 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 812302 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 30873055 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 33518042 | NetAssetsOrFundBalancesEOY |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6382056 | Expense |
| Revenue | 6507731 | Revenue |
| Description | St. Joseph Home is a licensed, residential, Intermediate Care Facility (ICF/MR) serving children and adults with severe/profound mental and physical disabilities. This year we served 52 residents. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 764885 | Expense |
| Revenue | 540070 | Revenue |
| Description | An eight bed licensed respite facility is available for children and adults with severe/profound mental and physical disabilities. We had 368 visits this year. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 7146941 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 20 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 3 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 254 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 1 | Form1098CFiled |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM JANZARUK TREASURER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5135632520 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10722 WYSCARVER ROAD | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 452413061 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Institutional TrusteeInstitutionalTrustee |
|---|---|---|---|---|---|---|---|
| Rich Arnold | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Karen Crone | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Melanie Frey | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Thomas Gibbons | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mary Kay Hauser | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| james Huizenga | |||||||
| chairperson | 1.00 | X | 0 | 0 | 0 | ||
| Walter McLarty | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Emily Pan | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Craig Rambo | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Barbara Scull | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Paul Souleyrette | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Rob Steele | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Matthew Stith | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Curtis Stoll | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mark Thaman | |||||||
| trustee | 1.00 | X | 0 | 0 | 0 | ||
| S Marianne VanVurst | |||||||
| Administrator/president | 40.00 | X | 124452 | 0 | 10145 | X | |
| S Jean Goettke | |||||||
| trustee | 1.00 | 0 | 0 | 0 | X | ||
| S Roslyn Hafertepe | |||||||
| trustee | 1.00 | 0 | 0 | 0 | X | ||
| S Maureen Heverin | |||||||
| trustee | 1.00 | 0 | 0 | 0 | X | ||
| S Monica Ann Lucas | |||||||
| trustee | 1.00 | 0 | 0 | 0 | X | ||
| S Joan Carole Schaffner | |||||||
| Trustee | 1.00 | 0 | 0 | 0 | X | ||
| S Lynn Heper | |||||||
| asst. admin,vice preside | 40.00 | 105920 | 0 | 9411 | X | ||
| William Janzaruk | |||||||
| director of finance, tre | 40.00 | 78388 | 0 | 8428 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 308760 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 27984 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 45384 | FundraisingEvents |
| Government Grants | 27662 | GovernmentGrants |
| All Other Contributions | 887775 | AllOtherContributions |
| Noncash Contributions | 14497 | NoncashContributions |
| Total Contributions | 960821 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ICF/MR NURSING FACILIT | 900099 | 6507731 | 6507731 |
| RESPITE FACILITY | 900099 | 540070 | 540070 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7047801 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 639828 | TotalRevenueColumn |
| Exclusion | $639,828 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 81180 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 20935 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 60245 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 60245 | TotalRevenueColumn |
| Exclusion | $60,245 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4968 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4984 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -16 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -16 | TotalRevenueColumn |
| Exclusion | -$16 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 34844 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 45384 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 25964 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8880 | TotalRevenueColumn |
| Exclusion | $8,880 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | chi-investment | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 821158 | TotalRevenueColumn |
| Exclusion | $821,158 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 821158 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9538717 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7047801 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,530,095 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 336743 | Total |
| Management And General | 336743 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4438049 | Total |
| Program Services | 4011054 | ProgramServices |
| Management And General | 426995 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149509 | Total |
| Program Services | 126335 | ProgramServices |
| Management And General | 23174 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 448468 | Total |
| Program Services | 378956 | ProgramServices |
| Management And General | 69512 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 329754 | Total |
| Program Services | 278642 | ProgramServices |
| Management And General | 51112 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6302 | Total |
| Management And General | 6302 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21560 | Total |
| Program Services | 18218 | ProgramServices |
| Management And General | 3342 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70755 | Total |
| Management And General | 70755 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200 | Total |
| Fundraising | 200 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194177 | Total |
| Program Services | 146957 | ProgramServices |
| Management And General | 42215 | ManagementAndGeneral |
| Fundraising | 5005 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15880 | Total |
| Program Services | 4776 | ProgramServices |
| Management And General | 11104 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 353893 | Total |
| Program Services | 264677 | ProgramServices |
| Management And General | 89216 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16985 | Total |
| Program Services | 13390 | ProgramServices |
| Management And General | 3595 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8295 | Total |
| Program Services | 4594 | ProgramServices |
| Management And General | 3701 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 649222 | Total |
| Program Services | 485553 | ProgramServices |
| Management And General | 163669 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39909 | Total |
| Program Services | 32342 | ProgramServices |
| Management And General | 7567 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROFESSIONAL FEES | 651049 | 648262 | 2787 | |
| supplies | 460692 | 460692 | ||
| scholarships | 272273 | 272273 | ||
| miscellaneous | 22301 | 220 | 22081 | |
| FUNDRAISING | 7698 | 7698 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8493714 | Total |
| Program Services | 7146941 | ProgramServices |
| Management And General | 1333870 | ManagementAndGeneral |
| Fundraising | 12903 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1044231 | BOY |
| EOY | 1040906 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3564096 | BOY |
| EOY | 4005021 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 605564 | BOY |
| EOY | 626617 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2982 | BOY |
| EOY | 2115 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37333 | BOY |
| EOY | 41974 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 16308458 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8571535 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8221186 | BOY |
| EOY | 7736923 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14258709 | BOY |
| EOY | 17248643 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3965731 | BOY |
| EOY | 3627155 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 990 | BOY |
| EOY | 990 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31700822 | BOY |
| EOY | 34330344 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 814938 | BOY |
| EOY | 800364 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 400 | BOY |
| EOY | 400 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12429 | BOY |
| EOY | 11538 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 827767 | BOY |
| EOY | 812302 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27135301 | BOY |
| EOY | 29711316 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3737754 | BOY |
| EOY | 3806726 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30873055 | BOY |
| EOY | 33518042 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31700822 | BOY |
| EOY | 34330344 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Church170b1 Ai | X | Church170b1Ai |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 105000 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 9631487 | OtherCostOrOtherBasis |
| Depreciation | 5059754 | Depreciation |
| Book Value | 4676733 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3715032 | OtherCostOrOtherBasis |
| Depreciation | 1513508 | Depreciation |
| Book Value | 2201524 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2458790 | OtherCostOrOtherBasis |
| Depreciation | 1700711 | Depreciation |
| Book Value | 758079 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 398149 | OtherCostOrOtherBasis |
| Depreciation | 297562 | Depreciation |
| Book Value | 100587 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7736923 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| private equity securities | 1766565 | F |
| community investments | 155049 | F |
| real estate funds | 387623 | F |
| other financial products | 1317918 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 3627155 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GIFT ANNUITY PAYABLE | Description |
| Amount | $11,538 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 11538 | TotalOfAmounts |
| Total Revenue | 9538717 | TotalRevenue |
| Total Expenses | 8493714 | TotalExpenses |
| Excess Or Deficit For Year | 1045003 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1599984 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 1599984 | TotalAdjustments |
| Excess Or Deficit Per FS | 2644987 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 11083531 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1599984 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1599984 | RevenueNotRptdF990 |
| Revenue Subtotal | 9483547 | RevenueSubtotal |
| Investment Expenses Not Included | 70755 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -15585 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 55170 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9538717 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8438544 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8438544 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 70755 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | -15585 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 55170 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8493714 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | the home has been included in the group ruling issued to the united state conference of catholic bishops entitling it to exemption from federal income tax under irc section 501(c)(3). |
| Part XII, Line 4b - Other Adjustments: | fundraising expense, depreciation expense | |
| Part XIII, Line 4b - Other Adjustments: | fundraising expense, depreciation expense |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | raffle | NameOfEvent1 |
| Gross Receipts Event1 | 21312 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 21312 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 6900 | CashPrizesEvent1 |
| Name Of Event2 | golf outing | NameOfEvent2 |
| Gross Receipts Event2 | 34062 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 23085 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 10977 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 7856 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 3820 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 24854 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 22299 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 2555 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 7388 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 80228 | GrossReceiptsTotal |
| Charitable Contributions Total | 45384 | CharitableContributionsTotal |
| Gross Revenue Total Events | 34844 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 6900 | CashPrizesTotalEvents |
| Rent Facility Costs Total Events | 7856 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 11208 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 25964 | DirectExpenseSummaryEvents |
| Net Income Summary | 8880 | NetIncomeSummary |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 7978 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | estimate | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 352 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | ESTIMATE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | hygiene supplies | 49 | 1475 | estimate |
| X | FUNDRAISING | 7 | 2797 | ESTIMATE |
| X | games, act, supplies | 105 | 1895 | estimate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 7b | st. joseph infant and maternity home and its board of trustees must get approval from the sisters of charity corporation board of sponsored ministries for any capital expenditures over $200,000, appointment of trustees, change in mission or philosophy, purchase, sale, lease of property, incurring of debt and accepting donated assets requiring a financial commitment. |
| Form 990, Part VI, Section B, line 11 | the 990 is reviewed with and provided to the investment and finance committee of the board of trustees. the 990 is reviewed with the board of trustees by the treasurer and the committee. |
| Form 990, Part VI, Section B, line 12c | on an annual basis the organization has the trustees, key employees complete a conflict of interest disclosure form. regularly the finance department and management review if any potential conflicts may arise during the year. |
| Form 990, Part VI, Section B, line 15 | on an annual basis compensation is reviewed with the human resource committee of the board of trustees for all positions including the officers. the officers total compensation is compiled and compared to annual surveys of non-profit organizations of similar size and industry. |
| 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. of course the 990 financial data is available through outside websites that compile this data. |
| FORM 990, PART XI, LINE 2C: | THE INVESTMENT AND FINANCE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE AUDIT ENGAGEMENT LETTER. THE COMMITTEE MEETS WITH THE AUDITORS TO REVIEW AUDITED RESULTS AND FINDINGS. THE AUDIT IS THEN APPROVED BY THE COMMITTEE AND PRESENTED TO THE BOARD OF TRUSTEES FOR THEIR APPROVAL. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | sisters of charity | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 delhi road | AddressLine1 |
| City | cincinnati | City |
| State | OH | State |
| ZIP Code | 45238 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310537158 | EIN |
| Primary Activities | religious order | PrimaryActivities |
| Legal Domicile State | OH | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 1 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | sc ministry foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 90000 | AmountInvolved |
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