Civic Intelligence

The Saint Elizabeth Community

EIN 05-0457342 • 501(c)3 • Warwick, RI

Profile

Supporting and making contributions to its related organizations from its assets.

2364 Post Road 100Warwick, RI 02886

www.stelizabethcommunity.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

26th percentile

0.05x

Higher debt load relative to assets than 26% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

36th percentile

0.17x

Higher debt load relative to revenue than 36% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

77th percentile

22%

Higher net margin than 77% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

71st percentile

$336,106

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

60th percentile

8.5%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

260%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$28,990,613

Up $2,263,663 (+8.5%) from 2023

Liabilities

Up

$1,359,659

Up $214,294 (+19%) from 2023

Net Assets

Up

$27,630,954

Up $2,049,369 (+8.0%) from 2023

Revenue

Up

$8,204,736

Up $5,927,368 (+260%) from 2023

Expenses

Down

$6,416,348

Down $151,154 (-2.3%) from 2023

Net Income

Up

$1,788,388

Up $6,078,522 (+142%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2011: $21,603,021Liabilities 2011: $3,582,880Net Assets 2011: $18,020,1412011Assets 2012: $22,576,593Liabilities 2012: $3,683,654Net Assets 2012: $18,892,9392012Assets 2013: $24,392,335Liabilities 2013: $2,492,929Net Assets 2013: $21,899,4062013Assets 2014: $25,204,407Liabilities 2014: $3,921,723Net Assets 2014: $21,282,6842014Assets 2015: $23,229,599Liabilities 2015: $550,551Net Assets 2015: $22,679,0482015Assets 2016: $22,938,339Liabilities 2016: $542,435Net Assets 2016: $22,395,9042016Assets 2017: $29,710,298Liabilities 2017: $679,108Net Assets 2017: $29,031,1902017Assets 2018: $26,356,657Liabilities 2018: $800,525Net Assets 2018: $25,556,1322018Assets 2019: $27,949,332Liabilities 2019: $902,175Net Assets 2019: $27,047,1572019Assets 2020: $29,060,522Liabilities 2020: $853,130Net Assets 2020: $28,207,3922020Assets 2021: $33,952,734Liabilities 2021: $833,882Net Assets 2021: $33,118,8522021Assets 2022: $31,176,209Liabilities 2022: $2,721,780Net Assets 2022: $28,454,4292022Assets 2023: $26,726,950Liabilities 2023: $1,145,365Net Assets 2023: $25,581,5852023Assets 2024: $28,990,613Liabilities 2024: $1,359,659Net Assets 2024: $27,630,9542024

Highlighted filing

2024

Assets$28,990,613
Liabilities$1,359,659
Net Assets$27,630,954

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $661,997Expenses 2011: $652,849Net Income 2011: $9,1482011Expenses 2012: $972,5312012Revenue 2013: $1,026,044Expenses 2013: $935,185Net Income 2013: $90,8592013Revenue 2014: $2,394,109Expenses 2014: $1,049,716Net Income 2014: $1,344,3932014Revenue 2015: $4,953,492Expenses 2015: $1,722,909Net Income 2015: $3,230,5832015Revenue 2016: $2,151,490Expenses 2016: $2,362,739Net Income 2016: -$211,2492016Revenue 2017: $8,252,200Expenses 2017: $2,880,161Net Income 2017: $5,372,0392017Revenue 2018: $2,817,185Expenses 2018: $2,917,512Net Income 2018: -$100,3272018Revenue 2019: $1,409,036Expenses 2019: $3,060,696Net Income 2019: -$1,651,6602019Revenue 2020: $2,049,093Expenses 2020: $2,322,701Net Income 2020: -$273,6082020Revenue 2021: $6,477,601Expenses 2021: $2,644,257Net Income 2021: $3,833,3442021Revenue 2022: $2,870,633Expenses 2022: $2,991,443Net Income 2022: -$120,8102022Revenue 2023: $2,277,368Expenses 2023: $6,567,502Net Income 2023: -$4,290,1342023Revenue 2024: $8,204,736Expenses 2024: $6,416,348Net Income 2024: $1,788,3882024

Highlighted filing

2024

Revenue$8,204,736
Expenses$6,416,348
Net Income$1,788,388

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.0$1.36$27.6$8.20$6.42$1.79
2023Detailed filing. Detailed filing data is available for this year.$26.7$1.15$25.6$2.28$6.57$4.29
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.2$2.72$28.5$2.87$2.99$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.0$0.83$33.1$6.48$2.64$3.83
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.1$0.85$28.2$2.05$2.32$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.9$0.90$27.0$1.41$3.06$1.65
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.4$0.80$25.6$2.82$2.92$0.10
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.7$0.68$29.0$8.25$2.88$5.37
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.9$0.54$22.4$2.15$2.36$0.21
2015Detailed filing. Detailed filing data is available for this year.$23.2$0.55$22.7$4.95$1.72$3.23
2014Detailed filing. Detailed filing data is available for this year.$25.2$3.92$21.3$2.39$1.05$1.34
2013Detailed filing. Detailed filing data is available for this year.$24.4$2.49$21.9$1.03$0.94$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.6$3.68$18.9$0.97
2011Summary only. Only limited summary data is available for this year.$21.6$3.58$18.0$0.66$0.65$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$14,860,741
Mission and Program Overview

Mission

Supporting and making contributions to its related 501(c)(3) organizations from its assets.

Supporting and making distributions from its assets to related organizations to further support their charitable purposes of providing nursing, rehabilitation, housing, assisted living, adult day services, and home care services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$16,179,335$13,008,416▼ $3,170,919
Pledges and Grants Receivable$367,101$543,891▲ $176,790
Savings and Temporary Cash Investments$16,030$252,334▲ $236,304
Cash and Non-Interest-Bearing Accounts$124,653$0▼ $124,653
Land, Buildings, and Equipment, Net$59,191$48,486▼ $10,705
Prepaid Expenses and Deferred Charges$4,046$5,798▲ $1,752
Total Assets$26,726,950$28,990,613▲ $2,263,663
Other Assets Total$9,976,594$15,131,688▲ $5,155,094
Liabilities
Accounts Payable and Accrued Expenses$962,769$1,072,105▲ $109,336
Other Liabilities$0$103,104▲ $103,104
Unsecured Notes Loans Payable$107,911$102,411▼ $5,500
Deferred Revenue$74,685$82,039▲ $7,354
Total Liabilities$1,145,365$1,359,659▲ $214,294
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$25,171,489$27,215,324▲ $2,043,835
Net Assets With Donor Restrictions$410,096$415,630▲ $5,534
Total Net Assets Fund Balance$25,581,585$27,630,954▲ $2,049,369
Total Liabilities and Net Assets / Fund Balance$26,726,950$28,990,613▲ $2,263,663

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$48,486$406,885$455,371
Buildings$0$1,310$1,310
Other Assets Org$22--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Erica BrysonChief Philanthropy Officer$135,298$135,298

Board Members and Trustees

NameTitle
Steven W TilleyChair
Craig W CarpenterImmediate Past Chair
Matthew R TrimblePresident & CEO
Claire C FlahertyVice Chair
Frederick G HarrisonTrustee
Kimberley RanalliTrustee
Kristen L DisantoTrustee
Mark J ProvostTrustee
Philip C SlocumTrustee
Robin DziubaTrustee
Scott SeabackTrustee
Timothy MurrayTrustee
Mark LoiselleChief Financial Officer
Judy W VigarSecretary
Steven H KitchinTreasurer
Roberta MerkleVP-strategic Initiatives
Revenue and Support

Revenue Composition

Contributions and Grants
$1,178,487
Program Service Revenue
$169,449
Investment Income
$1,226,165
Other Revenue
$5,630,635
All Other Contributions
$215,898
Change in Net Assets
$1,788,388

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,122,861
Revenue Not Reported on Financial Statements
$81,875
Revenue Not Reported on Form 990
$260,981
Total Revenue per Audited Statements
$8,383,842
Total Revenue per Form 990
$8,204,736
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,934,271
Other Expenses$1,482,077
Total Fundraising Expense$94,986
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,934,271--$4,934,271
Fees for Service Investment Mgmnt Fees-$81,875-$81,875
Fees for Services Legal-$77,835-$77,835
Information Technology-$63,380-$63,380
Conferences and Meetings-$62,260-$62,260
Office Expenses-$62,189-$62,189
Advertising-$48,770-$48,770
Fees for Services Other-$39,466-$39,466
Fees for Services Accounting-$33,994-$33,994
Depreciation Depletion-$12,489-$12,489
Insurance-$11,271-$11,271
All Other Expenses-$11,019-$11,019
Other Expenses-$8,572$94,986$8,572
Occupancy-$4,800-$4,800
Travel-$4,699-$4,699
Total Functional Expenses$4,934,271$1,387,091$94,986$6,416,348

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,416,348
Expenses per Audited Statements$6,334,473
Total Expenses per Audited Statements$6,334,473
Expenses Not Reported on Financial Statements$81,875
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Saint Elizabeth Home East GreenwichEast Greenwich, RI501(c)(3)Support of Operations$2,807,865
Saint Elizabeth Assisted Living LpProvidence, RIN/aSupport of Operations$1,184,906
Saint Elizabeth Home CareWarwick, RI501(c)(3)Support of Operations$548,200
Saint Elizabeth Adult Day CentersWarwick, RI501(c)(3)Support of Operations$255,800
SAINT ELIZABETH COMMUNITY WORKERS' COMPENSATION TRUSTWarwick, RI501(c)(3)Support of Operations$137,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$212,971
Fundraising Direct Expenses$105,989
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rosebids Auction$192,688$137,468$50,004$87,464
Golf Tournament$95,503$75,503$32,722$42,781
Total Events$288,191$212,971$105,989$106,982
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Saint Elizabeth Assisted Living$85,635
Cash Overdraft$17,469
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Community is organized as a non-stock not-for-profit corporation with members who have the rights to participate in the organization's governance.

Form 990, Part VI, Section A, Line 7A

Community establishes the board.

Form 990, Part VI, Section B, Line 11B

The audit committee reviewed the form 990 prior to filing and recommended to the board of trustees to accept filing.

Form 990, Part VI, Section B, Line 12C

Officers, directors and key employees are required to review the written conflict of interest policy annually and disclose any interests that could give rise to conflicts. Signed statements are retained by community's ceo and are reviewed annually by both community's board of trustees and ceo.

Form 990, Part VI, Section B, Line 15A

A salary survey was completed for the leadership staff of the saint elizabeth community. Results of the survey are used by community and compared against industry statistics and inflation rates in determining appropriate compensation.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy and financial statements are available to the public upon request at community's location - 2364 post road, suite 100 warwick, ri 02886.

Filing and Contact Details

Filer

Filer Name
The Saint Elizabeth Community
EIN
05-0457342
Phone
4017737400
Address
2364 POST ROAD 100, WARWICK, RI 02886

Signing Officer

Name
Matthew R Trimble
Title
President & CEO
Phone
4017737400
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew R Trimble
Formed
1991
Legal Domicile
Ri
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
500 EXCHANGE STREET SUITE 9-100, PROVIDENCE, RI 02903
Preparer
Michael Criscione
Phone
4014214800
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

Community qualifies as a tax-exempt organization under section 501(c)(3) of the internal revenue code. As a not-for-profit entity, community is subject to unrelated business income tax ("ubit"), if applicable. Community applies the "more likely than not" threshold to the recognition and derecognition of tax positions for its financial statements. Management has evaluated community's tax positions and has concluded that there were no uncertain tax positions that qualified for either recognition or disclosure.

Raw XML AppendixShowing 400 of 881 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm2STEVEN H KITCHIN
IRS990/Form990PartVIISectionAGrp/PersonNm3JUDY W VIGAR
IRS990/Form990PartVIISectionAGrp/PersonNm4CRAIG W CARPENTER
IRS990/Form990PartVIISectionAGrp/PersonNm5KRISTEN L DISANTO
IRS990/Form990PartVIISectionAGrp/PersonNm6ROBIN DZIUBA
IRS990/Form990PartVIISectionAGrp/PersonNm7FREDERICK G HARRISON
IRS990/Form990PartVIISectionAGrp/PersonNm8TIMOTHY MURRAY
IRS990/Form990PartVIISectionAGrp/PersonNm9MARK J PROVOST
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IRS990/Form990PartVIISectionAGrp/PersonNm14MARK LOISELLE
IRS990/Form990PartVIISectionAGrp/PersonNm15ROBERTA MERKLE
IRS990/Form990PartVIISectionAGrp/PersonNm16ERICA BRYSON
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP-STRATEGIC INITIATIVES
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHIEF PHILANTHROPY OFFICER
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IRS990/FundraisingDirectExpensesAmt0105989
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IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
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IRS990/LobbyingActivitiesInd00
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IRS990/MissionDesc0SUPPORTING AND MAKING CONTRIBUTIONS TO ITS RELATED ORGANIZATIONS FROM ITS ASSETS.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NondeductibleContributionsInd00
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt062189
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IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd01
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SubstitutionBeyondOrgCntlInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0I) NAME AND EIN: OCEAN STATE ASSISTED LIVING D/B/A THE SEASONS EAST GREENWICH, 05-0510787 II) THE REASONS FOR EACH SUCH ACTION: THE ORGANZIATION WAS SOLD TO AN UNRELATED THIRD PARTY. III) THE AUTHORITY UNDER THE ORGANIZATION'S ORGANIZING DOCUMENT AUTHORIZING SUCH ACTION: YES IV) HOW THE ACTION WAS ACCOMPLISHED (SUCH AS BY AMENDMENT TO THE ORGANIZING DOCUMENT): DURING NOVEMBER 14, 2024. THE MEMBERSHIP INTERESTS PURCHASE AGREEMENT ENTERED INTO BY STEERE AND SCANDINAVIAN WITH THE SAINT ELIZABETH COMMUNITY ("COMMUNITY"), A RHODE ISLAND NON-PROFIT CORPORATION, REQUIRED THE LIQUIDATION OF OSAL'S INVESTMENTS OF $4,223,653 AND AN ADDITIONAL PAYMENT OF $1,300,000 TO BE PAID TO STEERE AND SCANDINAVIAN EQUALLY. COMMUNITY FUND THESE AMOUNTS THROUGH OSAL. SINCE COMMUNITY HAS NO INTENTION TO REPAY OSAL, THIS AMOUNT HAS BEEN REPORTED AS A CREDIT LOSS ON THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSET (DEFICIENCY) FOR THE YEAR ENDED DECEMBER 31, 2024. AS OF NOVEMBER 15, 2024, COMMUNITY BECAME THE SOLE MEMBER OF OSAL. OSAL IS GOVERNED BY COMMUNITY'S BOARD OF TRUSTEES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SAINT ELIZABETH COMMUNITY HAS RECEIVED AND ACCEPTED CONTRIBUTIONS FROM MEMBERS OF THE BOARD OF TRUSTEES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, LINE 5A:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, LINE 11A
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