Civic Intelligence

The Steere House Foundation

990 • Fiscal year 2019 • EIN 05-0518885

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

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

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.14x

Higher debt load relative to revenue than 59% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

9th percentile

-35%

Higher net margin than 9% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

84th percentile

$156,839

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 57.8% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

66th percentile

9.5%

Faster asset growth than 66% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-37%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$3,064,580

Up $265,338 (+9.5%) from 2018

Net Assets

Up

$3,026,331

Up $267,977 (+9.7%) from 2018

Liabilities

Down

$38,249

Down $2,639 (-6.5%) from 2018

Revenue

Down

$271,380

Down $161,620 (-37%) from 2018

Expenses

Down

$365,287

Down $137 (-0.0%) from 2018

Net Income

Down

-$93,907

Down $161,483 (-239%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$3,064,580
Liabilities$38,249
Net Assets$3,026,331

Operations Trend

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

2019

Revenue$271,380
Expenses$365,287
Net Income-$93,907
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Gross Receipts
$777,007
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.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,776,004$3,046,257▲ $270,253
Cash and Non-Interest-Bearing Accounts$15,229$13,524▼ $1,705
Prepaid Expenses and Deferred Charges$8,009$4,799▼ $3,210
Total Assets$2,799,242$3,064,580▲ $265,338
Liabilities
Accounts Payable and Accrued Expenses$26,175$23,636▼ $2,539
Other Liabilities$14,713$14,613▼ $100
Total Liabilities$40,888$38,249▼ $2,639
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,102,727$2,216,896▲ $114,169
Net Assets With Donor Restrictions$655,627$809,435▲ $153,808
Total Net Assets Fund Balance$2,758,354$3,026,331▲ $267,977
Total Liabilities and Net Assets / Fund Balance$2,799,242$3,064,580▲ $265,338

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$2,776,004$31,163▲ $532,036$292,946$3,046,257
2018$3,246,241$273,597▼ $111,254$632,580$2,776,004
2017$3,076,151$949▲ $443,141$274,000$3,246,241
2016$3,108,413$50,274▲ $176,966$259,502$3,076,151
2015$3,383,975$706▲ $84,810$361,078$3,108,413
Compensation and Service Providers

Employees

NameTitleOtherTotal
Dianne BourgetDirector of Finance$118,151$118,151

Board Members and Trustees

NameTitle
Linda CannistraBoard President
Paul AstphanBoard Vice President
Carol C McmahonBoard Member
Diane Steere NoblesBoard Secretary
Norma J OwensBoard Treasurer
Julie H RichardExcecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$89,274
Program Service Revenue
$0
Investment Income
$187,868
Other Revenue
$-5,762
All Other Contributions
$54,844
Change in Net Assets
$-93,907

Audited Revenue Reconciliation

Revenue per Audited Statements
$253,664
Revenue Not Reported on Financial Statements
$17,716
Revenue Not Reported on Form 990
$373,206
Total Revenue per Audited Statements
$626,870
Total Revenue per Form 990
$271,380
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$171,072
Other Expenses$164,460
Total Fundraising Expense$95,743
Professional Fundraising Fees$29,755
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$171,072--$171,072
Fees for Services Other$29,491-$60,480$89,971
Fees for Services Professional Fundraising--$29,755$29,755
Fees for Service Investment Mgmnt Fees-$17,716-$17,716
Fees for Services Accounting-$14,604-$14,604
Office Expenses-$10,117-$10,117
Insurance-$2,294$4,452$6,746
Depreciation Depletion-$1,004-$1,004
Other Expenses$2,748$658$766$766
All Other Expenses-$120-$120
Total Functional Expenses$223,031$46,513$95,743$365,287

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$365,287
Total Expenses per Audited Statements$358,893
Expenses per Audited Statements$347,571
Expenses Not Reported on Financial Statements$17,716
Expenses Not Reported on Form 990$11,322
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Steere House Nursing & Rehabilitation CenterProvidence, RI501(c)(3)Support of Operations$171,072
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$29,755
Fundraising Direct Expenses$11,322
Fundraising Gross Income$5,560

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
AUTUMN'S PROMISE$39,990$5,560$3,278$2,282
Total Events$39,990$5,560$11,322$-5,762
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 Steere House Nursing & Rehabilitation Center$14,613
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
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 11B

The finance team of steere house nursing & rehabilitation center 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 foundation's location - 100 borden street, providence, ri 02903.

Filing and Contact Details

Filer

Filer Name
The 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
2020-11-09
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
Citrin Cooperman & Company Llp
Address
500 EXCHANGE STREET - SUITE 9-100, PROVIDENCE, RI 02903
Preparer
Michael E Criscione
Phone
4014214800
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Carelink expense: program service expenses 25,636. Management and general expenses 0. Fundraising expenses 0. Total expenses 25,636. Other expenses: program service expenses 3,855. Management and general expenses 0. Fundraising expenses 60,480. Total expenses 64,335.

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

The oversight process has not changed from the prior year.

Financial Statement Notes

PART V, LINE 4:

The foundation 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 X, LINE 2:

The foundation qualifies as a tax-exempt organization under section 501(c)(3) of the internal revenue code. As a not-for-profit entity, the foundation is subject to unrelated business income tax ("ubti"), if applicable. In accordance with fasb asc 740, income taxes, the foundation applies the "more likely than not" threshold to the recognition and derecognition of tax positions for its financial statements. Management has evaluated the foundation's tax positions and has concluded that there were no uncertain tax positions that qualified for either recognition or disclosure in its financial statements. The foundation files a tax return in the u.s. Federal jurisdiction.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Special event expenses, net with revenue for form 990 11,322.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Special event expenses, net with revenue for form 990 11,322.

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IRS990/OtherExpensesGrp/ProgramServicesAmt12748
IRS990/OtherExpensesGrp/TotalAmt019720
IRS990/OtherExpensesGrp/TotalAmt12748
IRS990/OtherExpensesGrp/TotalAmt2948
IRS990/OtherExpensesGrp/TotalAmt3766
IRS990/OtherLiabilitiesGrp/BOYAmt014713
IRS990/OtherLiabilitiesGrp/EOYAmt014613
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08009
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04799
IRS990/PrincipalOfficerNm0JULIE H RICHARD
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt086282
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0173928
IRS990/PYInvestmentIncomeAmt0351472
IRS990/PYOtherExpensesAmt0170323
IRS990/PYOtherRevenueAmt0-4754
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt067576
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0365424
IRS990/PYTotalProfFndrsngExpnsAmt021173
IRS990/PYTotalRevenueAmt0433000
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-93907
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd01
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/Form990ScheduleAPartVIGrp/ExplanationTxt0IN ITS MISSION, THE FOUNDATION OPERATES EXCLUSIVELY TO SUPPORT STEERE HOUSE NURSING AND REHABILITATION CENTER. THE FOUNDATION AND STEERE HOUSE NURSING AND REHABILITATION CENTER SHARE A COMMON EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE. IN ADDITION, FIVE MEMBERS OF THE FOUNDATION BOARD ARE MEMBERS OF THE STEERE HOUSE NURSING AND REHABILITATION CENTER BOARD.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 11:
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0050258880
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0171072
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0STEERE HOUSE NURSING AND REHABILITATION CENTER
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0171072
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/BoardDesignatedBalanceEOYPct00.73430
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02776004
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt031163
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03046257
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0532036
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0292946
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03246241
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0273597
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02776004
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-111254
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0632580
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03076151
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0949
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03246241
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0443141
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0274000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03108413
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt050274
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03076151
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0176966
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0259502
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03383975
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0706
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03108413
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt084810
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0361078
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt011322
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt017716
IRS990ScheduleD/ExpensesSubtotalAmt0347571
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt017716
IRS990ScheduleD/InvestmentExpensesNotIncldAmt017716
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0361884
IRS990ScheduleD/OtherExpensesIncludedAmt011322
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt014613
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO STEERE HOUSE NURSING & REHABILITATION CENTER
IRS990ScheduleD/OtherRevenueAmt011322
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.15900
IRS990ScheduleD/RevenueNotReportedAmt0373206
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt017716
IRS990ScheduleD/RevenueSubtotalAmt0253664
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION 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/ExplanationTxt1THE FOUNDATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS A NOT-FOR-PROFIT ENTITY, THE FOUNDATION IS SUBJECT TO UNRELATED BUSINESS INCOME TAX ("UBTI"), IF APPLICABLE. IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES, THE FOUNDATION APPLIES THE "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION AND DERECOGNITION OF TAX POSITIONS FOR ITS FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED THE FOUNDATION'S TAX POSITIONS AND HAS CONCLUDED THAT THERE WERE NO UNCERTAIN TAX POSITIONS THAT QUALIFIED FOR EITHER RECOGNITION OR DISCLOSURE IN ITS FINANCIAL STATEMENTS. THE FOUNDATION FILES A TAX RETURN IN THE U.S. FEDERAL JURISDICTION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2SPECIAL EVENT EXPENSES, NET WITH REVENUE FOR FORM 990 11,322.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3SPECIAL EVENT EXPENSES, NET WITH REVENUE FOR FORM 990 11,322.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.10670
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0365287
IRS990ScheduleD/TotalLiabilityAmt014613
IRS990ScheduleD/TotalRevenuePerForm990Amt0271380
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0626870
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0358893
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0CONSULTANT
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0JFALLON & CO INC
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt060480
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt045 GRANT AVENUE
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0WRENTHAM
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd002093
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt034430
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt034430
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011322
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUTUMN'S PROMISE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt07044
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07044
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039990
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039990
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt05560
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-5762
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03278
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03278
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01000
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0RI
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/TotalRetainedByContractorsAmt060480
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0171072
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT OF OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0STEERE HOUSE NURSING & REHABILITATION CENTER
IRS990ScheduleI/RecipientTable/RecipientEIN0050258880
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0100 BORDEN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PROVIDENCE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0RI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002903
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0BOOK
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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