Civic Intelligence

The Steere House Foundation

990 • Fiscal year 2015 • EIN 05-0518885

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 03, 2016

Organization ProfileN/A
100 Borden StreetProvidence, RI 02903

(401) 454-7970

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

45th percentile

0.07x

Higher debt load relative to assets than 45% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

82nd percentile

0.81x

Higher debt load relative to revenue than 82% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

16th percentile

-16%

Higher net margin than 16% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

84th percentile

$149,126

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 52.0% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

16th percentile

-7.7%

Faster asset growth than 16% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

11th percentile

-29%

Faster revenue growth than 11% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$3,148,638

Down $260,916 (-7.7%) from 2014

Net Assets

Down

$2,917,458

Down $157,227 (-5.1%) from 2014

Liabilities

Down

$231,180

Down $103,689 (-31%) from 2014

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin16th percentile

Revenue

Down

$286,885

Down $116,530 (-29%) from 2014

Expenses

Down

$332,925

Down $19,486 (-5.5%) from 2014

Net Income

Down

-$46,040

Down $97,044 (-190%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,857,885Liabilities 2010: $532,025Net Assets 2010: $3,325,8602010Assets 2011: $3,328,385Liabilities 2011: $421,278Net Assets 2011: $2,907,1072011Assets 2012: $3,229,074Liabilities 2012: $374,757Net Assets 2012: $2,854,3172012Assets 2013: $3,341,237Liabilities 2013: $269,016Net Assets 2013: $3,072,2212013Assets 2014: $3,409,554Liabilities 2014: $334,869Net Assets 2014: $3,074,6852014Assets 2015: $3,148,638Liabilities 2015: $231,180Net Assets 2015: $2,917,4582015Assets 2016: $3,092,562Liabilities 2016: $125,313Net Assets 2016: $2,967,2492016Assets 2017: $3,289,612Liabilities 2017: $154,574Net Assets 2017: $3,135,0382017Assets 2018: $2,799,242Liabilities 2018: $40,888Net Assets 2018: $2,758,3542018Assets 2019: $3,064,580Liabilities 2019: $38,249Net Assets 2019: $3,026,3312019Assets 2020: $3,298,754Liabilities 2020: $112,805Net Assets 2020: $3,185,9492020Assets 2021: $3,363,778Liabilities 2021: $162,486Net Assets 2021: $3,201,2922021Assets 2022: $2,495,813Liabilities 2022: $30,772Net Assets 2022: $2,465,0412022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2015

Assets$3,148,638
Liabilities$231,180
Net Assets$2,917,458
Open 2015 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $702,3702010Expenses 2011: $531,8682011Expenses 2012: $491,5852012Revenue 2013: $393,144Expenses 2013: $373,767Net Income 2013: $19,3772013Revenue 2014: $403,415Expenses 2014: $352,411Net Income 2014: $51,0042014Revenue 2015: $286,885Expenses 2015: $332,925Net Income 2015: -$46,0402015Revenue 2016: $336,875Expenses 2016: $230,850Net Income 2016: $106,0252016Revenue 2017: $319,015Expenses 2017: $352,701Net Income 2017: -$33,6862017Revenue 2018: $433,000Expenses 2018: $365,424Net Income 2018: $67,5762018Revenue 2019: $271,380Expenses 2019: $365,287Net Income 2019: -$93,9072019Revenue 2020: $87,218Expenses 2020: $282,261Net Income 2020: -$195,0432020Revenue 2021: $449,682Expenses 2021: $519,949Net Income 2021: -$70,2672021Revenue 2022: $260,482Expenses 2022: $276,213Net Income 2022: -$15,7312022Revenue 2023: $161,210Expenses 2023: $2,421,204Net Income 2023: -$2,259,9942023

Highlighted filing

2015

Revenue$286,885
Expenses$332,925
Net Income-$46,040
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 3, 2016
Return Version
2015v2.1
Gross Receipts
$1,628,195
Mission and Program Overview

Mission

The mission of the steere house foundation is to serve the restorative and long-term care needs of adults through steere house by encouraging and facilitating philanthropic generosity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,383,975$3,108,413▼ $275,562
Cash and Non-Interest-Bearing Accounts$21,820$34,808▲ $12,988
Prepaid Expenses and Deferred Charges$3,759$5,417▲ $1,658
Total Assets$3,409,554$3,148,638▼ $260,916
Liabilities
Other Liabilities$308,258$206,865▼ $101,393
Accounts Payable and Accrued Expenses$26,611$24,315▼ $2,296
Total Liabilities$334,869$231,180▼ $103,689
Net Assets / Fund Balance
Unrestricted Net Assets$2,525,344$2,380,326▼ $145,018
Permanently Rstr Net Assets$336,325$354,012▲ $17,687
Temporarily Rstr Net Assets$213,016$183,120▼ $29,896
Total Net Assets Fund Balance$3,074,685$2,917,458▼ $157,227
Total Liabilities and Net Assets / Fund Balance$3,409,554$3,148,638▼ $260,916

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$3,383,975$706▲ $84,810$361,078$3,108,413
2014$3,310,900$127,201▲ $247,214$301,340$3,383,975
2013$3,208,325$29,838▲ $488,915$416,178$3,310,900
2012$3,310,852$22,109▲ $344,921$469,557$3,208,325
2011$3,836,980$57,728▼ $9,989$573,867$3,310,852
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleOtherTotal
Julie H RichardAdministrator$149,126$149,126
Dianne BourgetDirector of Finance$103,694$103,694

Board Members and Trustees

NameTitle
Andrew C SpaconeBoard President
Linda CannistraBoard Vice President
Carol C McmahonBoard Member
Diane Steere NoblesBoard Secretary
Norma J OwensBoard Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$76,756
Program Service Revenue
$0
Investment Income
$214,434
Other Revenue
$-4,305
All Other Contributions
$46,081
Change in Net Assets
$-46,040

Audited Revenue Reconciliation

Revenue per Audited Statements
$268,448
Revenue Not Reported on Financial Statements
$18,437
Revenue Not Reported on Form 990
$-100,908
Total Revenue per Audited Statements
$167,540
Total Revenue per Form 990
$286,885
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$177,815
Other Expenses$94,076
Total Fundraising Expense$66,459
Professional Fundraising Fees$61,034
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$177,815--$177,815
Fees for Services Professional Fundraising--$61,034$61,034
Fees for Services Other$27,648--$27,648
Fees for Service Investment Mgmnt Fees-$18,437-$18,437
Fees for Services Accounting-$14,000-$14,000
Office Expenses-$11,072-$11,072
Insurance--$1,919$1,919
Depreciation Depletion-$992-$992
Other Expenses-$350$599$599
All Other Expenses-$20-$20
Total Functional Expenses$205,463$61,003$66,459$332,925

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$332,925
Total Expenses per Audited Statements$324,767
Expenses per Audited Statements$314,488
Expenses Not Reported on Financial Statements$18,437
Expenses Not Reported on Form 990$10,279
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Steere HouseProvidence, RI501(c)(3)Support of Operations$177,815
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$61,034
Fundraising Direct Expenses$10,279
Fundraising Gross Income$5,974

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
AUTUMN'S PROMISE$36,649$5,974$2,990$2,984
Total Events$36,649$5,974$10,280$-4,306
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 Pace$125,000
Due to Steere House$81,865
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
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 B, Line 11

“The finance team met to review the draft 990 prior to filing and recommended approval to the members of the board. Each board member was provided with an electronic copy of the form 990 to review prior to the filing of the form 990 with the irs.”

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

“Management and the board members update and sign the annual conflict of interest disclosure statement, which is retained. Any conflicts of interest arising in the interim period are required to be disclosed when known.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are available to the public at the organization's location - 100 borden street, providence, ri 02903.”

Filing and Contact Details

Filer

Filer Name
Steere House Foundation
EIN
05-0518885
Phone
4014547970
Address
100 BORDEN STREET, PROVIDENCE, RI 02903

Signing Officer

Name
Julie H Richard
Title
Executive Director
Phone
4014547970
Signed
2016-08-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie H Richard
Formed
2001
Legal Domicile
Ri
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Lgc&d Llp
Address
TEN WEYBOSSET STREET - SUITE 700, PROVIDENCE, RI 02903
Preparer
Martha Hultzman
Phone
4014214800
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2(C):

“The audit oversight process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The organization has adopted investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs supported by its endowment while seeking to maintain the historic dollar value and purchasing power of its endowment assets over the investment horizon.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Special event expenses, net with revenue for form 990 10,279.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Special event expenses, net with revenue for form 990 10,279.”

Raw XML AppendixShowing 400 of 511 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt026611
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt024315
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE MISSION OF THE STEERE HOUSE FOUNDATION IS TO SERVE THE RESTORATIVE AND LONG-TERM CARE NEEDS OF ADULTS THROUGH STEERE HOUSE BY ENCOURAGING AND FACILITATING PHILANTHROPIC GENEROSITY.
IRS990/AllOtherContributionsAmt046081
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt020
IRS990/AllOtherExpensesGrp/TotalAmt020
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DIANNE BOURGET
IRS990/BooksInCareOfDetail/PhoneNum04014547970
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 BORDEN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0PROVIDENCE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0RI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002903
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt021820
IRS990/CashNonInterestBearingGrp/EOYAmt034808
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt030675
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt076756
IRS990/CYGrantsAndSimilarPaidAmt0177815
IRS990/CYInvestmentIncomeAmt0214434
IRS990/CYOtherExpensesAmt094076
IRS990/CYOtherRevenueAmt0-4305
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-46040
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0332925
IRS990/CYTotalFundraisingExpenseAmt066459
IRS990/CYTotalProfFndrsngExpnsAmt061034
IRS990/CYTotalRevenueAmt0286885
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0992
IRS990/DepreciationDepletionGrp/TotalAmt0992
IRS990/Desc0PROVIDES SUPPORT AND MAINTENANCE OF STEERE HOUSE NURSING HOME
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0205463
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt014000
IRS990/FeesForServicesAccountingGrp/TotalAmt014000
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt027648
IRS990/FeesForServicesOtherGrp/TotalAmt027648
IRS990/FeesForServicesProfFundraising/FundraisingAmt061034
IRS990/FeesForServicesProfFundraising/TotalAmt061034
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt018437
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt018437
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt02.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt539.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt639.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt513011
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt614133
IRS990/Form990PartVIISectionAGrp/PersonNm0ANDREW C SPACONE
IRS990/Form990PartVIISectionAGrp/PersonNm1LINDA CANNISTRA
IRS990/Form990PartVIISectionAGrp/PersonNm2NORMA J OWENS
IRS990/Form990PartVIISectionAGrp/PersonNm3DIANE STEERE NOBLES
IRS990/Form990PartVIISectionAGrp/PersonNm4CAROL C MCMAHON
IRS990/Form990PartVIISectionAGrp/PersonNm5DIANNE BOURGET
IRS990/Form990PartVIISectionAGrp/PersonNm6JULIE H RICHARD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt590683
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6134993
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt6ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt030675
IRS990/FundraisingDirectExpensesAmt010279
IRS990/FundraisingGrossIncomeAmt05974
IRS990/GainOrLossGrp/SecuritiesAmt0138381
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0177815
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0177815
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0177815
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01469412
IRS990/GrossReceiptsAmt01628195
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt01919
IRS990/InsuranceGrp/TotalAmt01919
IRS990/InvestmentIncomeGrp/ExclusionAmt076053
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt076053
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03383975
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03108413
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0RI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01331031
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE STEERE HOUSE FOUNDATION IS TO SERVE THE RESTORATIVE AND LONG-TERM CARE NEEDS OF ADULTS THROUGH STEERE HOUSE BY ENCOURAGING AND FACILITATING PHILANTHROPIC GENEROSITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03074685
IRS990/NetAssetsOrFundBalancesEOYAmt02917458
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0138381
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0138381
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-4305
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-4305
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-111187
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011072
IRS990/OfficeExpensesGrp/TotalAmt011072
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0STRATEGIC PLANNING
IRS990/OtherExpensesGrp/Desc1KAMENY LECTURESHIP
IRS990/OtherExpensesGrp/Desc2MISC
IRS990/OtherExpensesGrp/Desc3FUND DEVELOPMENT
IRS990/OtherExpensesGrp/FundraisingAmt02432
IRS990/OtherExpensesGrp/FundraisingAmt1475
IRS990/OtherExpensesGrp/FundraisingAmt2599
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt016132
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1350
IRS990/OtherExpensesGrp/TotalAmt016132
IRS990/OtherExpensesGrp/TotalAmt12432
IRS990/OtherExpensesGrp/TotalAmt2825
IRS990/OtherExpensesGrp/TotalAmt3599
IRS990/OtherLiabilitiesGrp/BOYAmt0308258
IRS990/OtherLiabilitiesGrp/EOYAmt0206865
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0336325
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0354012
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03759
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05417
IRS990/PrincipalOfficerNm0JULIE H RICHARD
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt094006
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0181592
IRS990/PYInvestmentIncomeAmt0313956
IRS990/PYOtherExpensesAmt077904
IRS990/PYOtherRevenueAmt0-4547
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt051004
IRS990/PYSalariesCompEmpBnftPaidAmt036382
IRS990/PYTotalExpensesAmt0352411
IRS990/PYTotalProfFndrsngExpnsAmt056533
IRS990/PYTotalRevenueAmt0403415
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-46040
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0050258880
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0177815
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0STEERE HOUSE NURSING AND REHABILITATION CENTER
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0177815
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.84000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03383975
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0706
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03108413
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt084810
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0361078
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03310900
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0127201
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03383975
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0247214
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0301340
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03208325
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt029838
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03310900
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0488915
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0416178
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03310852
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt022109
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03208325
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0344921
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0469557
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03836980
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt057728
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03310852
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-9989
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0573867
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt010279
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt018437
IRS990ScheduleD/ExpensesSubtotalAmt0314488
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt018437
IRS990ScheduleD/InvestmentExpensesNotIncldAmt018437
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-111187
IRS990ScheduleD/OtherExpensesIncludedAmt010279
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt081865
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1125000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO STEERE HOUSE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO PACE
IRS990ScheduleD/OtherRevenueAmt010279
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.10000
IRS990ScheduleD/RevenueNotReportedAmt0-100908
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt018437
IRS990ScheduleD/RevenueSubtotalAmt0268448
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE HISTORIC DOLLAR VALUE AND PURCHASING POWER OF ITS ENDOWMENT ASSETS OVER THE INVESTMENT HORIZON.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SPECIAL EVENT EXPENSES, NET WITH REVENUE FOR FORM 990 10,279.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2SPECIAL EVENT EXPENSES, NET WITH REVENUE FOR FORM 990 10,279.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.06000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0332925
IRS990ScheduleD/TotalLiabilityAmt0206865
IRS990ScheduleD/TotalRevenuePerForm990Amt0286885
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0167540
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0324767
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0CONSULTANT
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0JFALLON & CO INC
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt060737
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt045 GRANT AVENUE
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0WRENTHAM
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd002093
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt030675
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt030675
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010280
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUTUMN'S PROMISE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06790
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt06790
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036649
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036649
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05974
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt05974
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-4306
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02990
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02990
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0500
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0RI
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/TotalRetainedByContractorsAmt060737
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0177815
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT OF OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0STEERE HOUSE
IRS990ScheduleI/RecipientTable/RecipientEIN0050258880
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0100 BORDEN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PROVIDENCE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0RI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002903
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0BOOK
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FINANCE TEAM MET TO REVIEW THE DRAFT 990 PRIOR TO FILING AND RECOMMENDED APPROVAL TO THE MEMBERS OF THE BOARD. EACH BOARD MEMBER WAS PROVIDED WITH AN ELECTRONIC COPY OF THE FORM 990 TO REVIEW PRIOR TO THE FILING OF THE FORM 990 WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT AND THE BOARD MEMBERS UPDATE AND SIGN THE ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT, WHICH IS RETAINED. ANY CONFLICTS OF INTEREST ARISING IN THE INTERIM PERIOD ARE REQUIRED TO BE DISCLOSED WHEN KNOWN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE ORGANIZATION'S LOCATION - 100 BORDEN STREET, PROVIDENCE, RI 02903.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE AUDIT OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2(C):

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,148,638
Liabilities
$231,180
Net assets
$2,917,458
Revenue
$286,885
Expenses
$332,925
Net income
-$46,040
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.16$2.42$2.26
2022Detailed filing. Detailed filing data is available for this year.$2.50$0.03$2.47$0.26$0.28$0.02
2021Detailed filing. Detailed filing data is available for this year.$3.36$0.16$3.20$0.45$0.52$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.30$0.11$3.19$0.09$0.28$0.20
2019Detailed filing. Detailed filing data is available for this year.$3.06$0.04$3.03$0.27$0.37$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.80$0.04$2.76$0.43$0.37$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.29$0.15$3.14$0.32$0.35$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.09$0.13$2.97$0.34$0.23$0.11
2015Detailed filing. Detailed filing data is available for this year.$3.15$0.23$2.92$0.29$0.33$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.41$0.33$3.07$0.40$0.35$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.34$0.27$3.07$0.39$0.37$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.23$0.37$2.85$0.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.33$0.42$2.91$0.53
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.86$0.53$3.33$0.70