Civic Intelligence

Saint Luke'S Home Inc

990 • Fiscal year 2022 • EIN 06-0653129

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 09, 2022

49 Main StreetMiddletown, CT 06457-3238

(860) 347-5661

Siviq Scores

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

Liabilities / Assets

71st percentile

0.14x

Higher debt load relative to assets than 71% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

55th percentile

0.03x

Higher debt load relative to revenue than 55% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

1st percentile

-422%

Higher net margin than 1% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

1st percentile

-99%

Faster asset growth than 1% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-83%

Faster revenue growth than 2% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Down

$26,196

Down $1,780,674 (-99%) from 2021

Net Assets

Down

$22,509

Down $493,507 (-96%) from 2021

Liabilities

Down

$3,687

Down $1,287,167 (-100%) from 2021

Revenue

Down

$110,601

Down $542,014 (-83%) from 2021

Expenses

Down

$577,339

Down $353,531 (-38%) from 2021

Net Income

Down

-$466,738

Down $188,483 (-68%) from 2021

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,951,748Liabilities 2011: $1,620,150Net Assets 2011: $1,331,5982011Assets 2012: $2,932,948Liabilities 2012: $1,561,962Net Assets 2012: $1,370,9862012Assets 2013: $2,938,166Liabilities 2013: $1,631,446Net Assets 2013: $1,306,7202013Assets 2014: $2,902,156Liabilities 2014: $1,538,157Net Assets 2014: $1,363,9992014Assets 2015: $2,765,332Liabilities 2015: $1,595,485Net Assets 2015: $1,169,8472015Assets 2016: $2,669,034Liabilities 2016: $1,528,492Net Assets 2016: $1,140,5422016Assets 2017: $2,625,858Liabilities 2017: $1,507,547Net Assets 2017: $1,118,3112017Assets 2018: $2,382,739Liabilities 2018: $1,455,556Net Assets 2018: $927,1832018Assets 2019: $2,086,467Liabilities 2019: $1,331,317Net Assets 2019: $755,1502019Assets 2020: $2,108,287Liabilities 2020: $1,314,016Net Assets 2020: $794,2712020Assets 2021: $1,806,870Liabilities 2021: $1,290,854Net Assets 2021: $516,0162021Assets 2022: $26,196Liabilities 2022: $3,687Net Assets 2022: $22,5092022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2022

Assets$26,196
Liabilities$3,687
Net Assets$22,509

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $711,226Expenses 2011: $654,965Net Income 2011: $56,2612011Expenses 2012: $871,3962012Revenue 2013: $897,785Expenses 2013: $1,023,360Net Income 2013: -$125,5752013Revenue 2014: $974,447Expenses 2014: $991,885Net Income 2014: -$17,4382014Revenue 2015: $1,002,288Expenses 2015: $1,157,241Net Income 2015: -$154,9532015Revenue 2016: $1,063,956Expenses 2016: $1,065,871Net Income 2016: -$1,9152016Revenue 2017: $915,154Expenses 2017: $1,022,192Net Income 2017: -$107,0382017Revenue 2018: $735,126Expenses 2018: $968,604Net Income 2018: -$233,4782018Revenue 2019: $689,509Expenses 2019: $876,626Net Income 2019: -$187,1172019Revenue 2020: $650,058Expenses 2020: $609,485Net Income 2020: $40,5732020Revenue 2021: $652,615Expenses 2021: $930,870Net Income 2021: -$278,2552021Revenue 2022: $110,601Expenses 2022: $577,339Net Income 2022: -$466,7382022Revenue 2023: $0Expenses 2023: $22,509Net Income 2023: -$22,5092023

Highlighted filing

2022

Revenue$110,601
Expenses$577,339
Net Income-$466,738
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 9, 2022
Return Version
2021v4.0
Gross Receipts
$847,701
Mission and Program Overview

Mission

To provide services to the elderly in the community, who are isolated from the community and not served by any social agency. To provide low- income housing for the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$712,834--
Cash and Non-Interest-Bearing Accounts$491,238$25,296▼ $465,942
Accounts Receivable$6,481--
Prepaid Expenses and Deferred Charges$17,108$900▼ $16,208
Other Assets Total$579,209--
Total Assets$1,806,870$26,196▼ $1,780,674
Liabilities
Unsecured Notes Loans Payable$1,252,027--
Other Liabilities$16,260--
Accounts Payable and Accrued Expenses$22,567$3,687▼ $18,880
Total Liabilities$1,290,854$3,687▼ $1,287,167
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$516,016$22,509▼ $493,507
Total Net Assets Fund Balance$516,016$22,509▼ $493,507
Total Liabilities and Net Assets / Fund Balance$1,806,870$26,196▼ $1,780,674
Compensation and Service Providers

Board Members and Trustees

NameTitle
Terence MorrisPresident
Dana CampbellTrustee
Garry WallaceTrustee
Jason CasseseTrustee
Jennifer GlickTrustee
Pam FergusonTrustee
Phil CacciolaTrustee
Steve HorstTrustee
Leslie MckillipSecretary
William TaitTreasurer
Joe SantanielloVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$104,682
Program Service Revenue
$32,901
Investment Income
$-26,982
Other Revenue
$0
Change in Net Assets
$-466,738

Audited Revenue Reconciliation

Revenue per Audited Statements
$110,601
Total Revenue per Audited Statements
$110,601
Total Revenue per Form 990
$110,601
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$400,000
Other Expenses$163,496
Salaries, Compensation, and Employee Benefits$13,843
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$400,000--$400,000
Occupancy$66,128$128-$66,256
Other Expenses$5,000$36,855-$41,855
Fees for Services Accounting$21,941--$21,941
Depreciation Depletion$16,882$161-$17,043
Interest$16,401--$16,401
Other Salaries and Wages$11,886$1,957-$13,843
Total Functional Expenses$538,238$39,101$0$577,339

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$577,339
Total Expenses per Audited Statements$577,339
Total Expenses per Form 990$577,339
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community Foundation of MiddlesexMiddletown, CT501c3Unrestricted$400,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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, Page 6, Part VI, Line 11B

The 990 is presented to the full board by the finance committee for review and approval.

Form 990, Page 6, Part VI, Line 12C

The organization monitors any potential conflict of interest regularly and handles them on a case by case basis.

Form 990, Page 6, Part VI, Line 15A

Compensation is reviewed and approved by the board

Form 990, Page 6, Part VI, Line 15B

Compensation is reviewed and approved by the board

Form 990, Page 6, Part VI, Line 19

Documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
SAINT LUKE'S HOME INC
EIN
06-0653129
Phone
8603475661
Address
49 MAIN STREET, MIDDLETOWN, CT 06457-3238

Signing Officer

Name
Terence Morris
Title
President
Phone
8603475661
Signed
2022-09-09

Organization Details

Principal Officer
Terence Morris
Formed
1980
Legal Domicile
Ct
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Mahoney Sabol & Company Llp
Address
180 GLASTONBURY BLVD STE 400, GLASTONBURY, CT 06033-4439
Preparer
Kenneth a Kron CPA
Phone
8605412000
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Daily volunteers as well as special event volunteers

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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt013509
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt016238
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt036049
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0654313
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98410
IRS990ScheduleA/PublicSupportPY170Pct00.98030
IRS990ScheduleA/PublicSupportTotal170Amt02224508
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0104682
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0517103
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0506984
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0565258
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0530481
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02224508
IRS990ScheduleA/TotalSupportAmt02260557
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0577339
IRS990ScheduleD/RevenueSubtotalAmt0110601
IRS990ScheduleD/TotalExpensesPerForm990Amt0577339
IRS990ScheduleD/TotalRevenuePerForm990Amt0110601
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0110601
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0577339
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0400000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0UNRESTRICTED
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0COMMUNITY FOUNDATION OF MIDDLESEX
IRS990ScheduleI/RecipientTable/RecipientEIN0061477711
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt049 MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MIDDLETOWN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006457
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleN/DirectorOfSuccessor2Ind0false
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0SALE OF ASSETS
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02021-09-16
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt0710091
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0LLC
IRS990ScheduleN/DispositionOfAssetsDetail/PersonNm0BROAD STREET AFFORDABLE HOUSING LLC
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt040 BROAD STREET
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0MIDDLETOWN
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0CT
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd006457
IRS990ScheduleN/EmployeeOfSuccessor2Ind0false
IRS990ScheduleN/OwnerOfSuccessor2Ind0false
IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DAILY VOLUNTEERS AS WELL AS SPECIAL EVENT VOLUNTEERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS PRESENTED TO THE FULL BOARD BY THE FINANCE COMMITTEE FOR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MONITORS ANY POTENTIAL CONFLICT OF INTEREST REGULARLY AND HANDLES THEM ON A CASE BY CASE BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0ST LUKE'S
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine2Txt0HOME INC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0ST LUKES APARTMENTS LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0272934812
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0HOUSING
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt0137610
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt0163 COLLEGE STREET
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0MIDDLETOWN
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd006457
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01806870
IRS990/TotalAssetsEOYAmt026196
IRS990/TotalAssetsGrp/BOYAmt01806870
IRS990/TotalAssetsGrp/EOYAmt026196
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0104682
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt039101
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0538238
IRS990/TotalFunctionalExpensesGrp/TotalAmt0577339
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01290854
IRS990/TotalLiabilitiesEOYAmt03687
IRS990/TotalLiabilitiesGrp/BOYAmt01290854
IRS990/TotalLiabilitiesGrp/EOYAmt03687
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0516016
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt022509
IRS990/TotalProgramServiceExpensesAmt0538238
IRS990/TotalProgramServiceRevenueAmt032901
IRS990/TotalRevenueGrp/ExclusionAmt027
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05892
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0110601
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01806870
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt026196
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt01252027
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0360 BLOOMFIELD AVE STE 402
IRS990/USAddress/CityNm0WINDSOR
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd0060952700
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.STLUKESHOME.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TERENCE MORRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08603475661
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAINT LUKE'S HOME INC
ReturnHeader/Filer/BusinessNameControlTxt0SAIN
ReturnHeader/Filer/EIN0060653129
ReturnHeader/Filer/PhoneNum08603475661
ReturnHeader/Filer/USAddress/AddressLine1Txt049 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0MIDDLETOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0064573238
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061289571
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAHONEY SABOL & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0180 GLASTONBURY BLVD STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLASTONBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0060334439
ReturnHeader/PreparerPersonGrp/PhoneNum08605412000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-09

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.02$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.02$0.11$0.58$0.47
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$1.29$0.52$0.65$0.93$0.28
2020Detailed filing. Detailed filing data is available for this year.$2.11$1.31$0.79$0.65$0.61$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.09$1.33$0.76$0.69$0.88$0.19
2018Detailed filing. Detailed filing data is available for this year.$2.38$1.46$0.93$0.74$0.97$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$1.51$1.12$0.92$1.02$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$1.53$1.14$1.06$1.07$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.77$1.60$1.17$1.00$1.16$0.15
2014Detailed filing. Detailed filing data is available for this year.$2.90$1.54$1.36$0.97$0.99$0.02
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.94$1.63$1.31$0.90$1.02$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.93$1.56$1.37$0.87
2011Summary only. Only limited summary data is available for this year.$2.95$1.62$1.33$0.71$0.65$0.06