Civic Intelligence

St. Jerome Hospital Foundation Inc.

990 • Fiscal year 2021 • EIN 22-2364281

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 29, 2021

PO Box 249Batavia, NY 14020

(585) 343-3131

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

5th percentile

-52%

Higher net margin than 5% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

32nd percentile

2.0%

Faster asset growth than 32% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2021

Revenue Growth

22nd percentile

-7.8%

Faster revenue growth than 22% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2021

Assets

Up

$1,363,222

Up $52,845 (+4.0%) from 2019

Net Assets

Up

$1,363,222

Up $52,845 (+4.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$75,755

Down $13,300 (-15%) from 2019

Expenses

Up

$115,152

Up $75,167 (+188%) from 2019

Net Income

Down

-$39,397

Down $88,467 (-180%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $1,242,378Liabilities 2012: $116,860Net Assets 2012: $1,125,5182012Assets 2013: $1,228,632Liabilities 2013: $58,430Net Assets 2013: $1,170,2022013Assets 2014: $1,332,574Liabilities 2014: $0Net Assets 2014: $1,332,5742014Assets 2015: $1,307,551Liabilities 2015: $0Net Assets 2015: $1,307,5512015Assets 2016: $1,321,092Liabilities 2016: $0Net Assets 2016: $1,321,0922016Assets 2017: $1,265,120Liabilities 2017: $0Net Assets 2017: $1,265,1202017Assets 2018: $1,271,175Liabilities 2018: $0Net Assets 2018: $1,271,1752018Assets 2019: $1,310,377Liabilities 2019: $0Net Assets 2019: $1,310,3772019Assets 2021: $1,363,222Liabilities 2021: $0Net Assets 2021: $1,363,2222021Assets 2022: $1,110,386Liabilities 2022: $0Net Assets 2022: $1,110,3862022Assets 2023: $1,130,713Liabilities 2023: $0Net Assets 2023: $1,130,7132023Assets 2025: $1,292,317Liabilities 2025: $0Net Assets 2025: $1,292,3172025

Highlighted filing

2021

Assets$1,363,222
Liabilities$0
Net Assets$1,363,222

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2012: $45,4912012Expenses 2013: $50,5742013Revenue 2014: $72,555Expenses 2014: $27,661Net Income 2014: $44,8942014Revenue 2015: $84,587Expenses 2015: $43,436Net Income 2015: $41,1512015Revenue 2016: $80,288Expenses 2016: $34,383Net Income 2016: $45,9052016Revenue 2017: $68,987Expenses 2017: $49,653Net Income 2017: $19,3342017Revenue 2018: $106,209Expenses 2018: $95,420Net Income 2018: $10,7892018Revenue 2019: $89,055Expenses 2019: $39,985Net Income 2019: $49,0702019Revenue 2021: $75,755Expenses 2021: $115,152Net Income 2021: -$39,3972021Revenue 2022: $123,203Expenses 2022: $117,026Net Income 2022: $6,1772022Revenue 2023: $70,144Expenses 2023: $89,405Net Income 2023: -$19,2612023Revenue 2025: $123,334Expenses 2025: $89,107Net Income 2025: $34,2272025

Highlighted filing

2021

Revenue$75,755
Expenses$115,152
Net Income-$39,397
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 29, 2021
Return Version
2020v4.1
Gross Receipts
$184,660
Mission and Program Overview

Mission

Provide support to the community through assisting local hospitals and catholic services with needed funds.

To provide support to the community through assisting local hospitals and catholic services with needed funds.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,139,039$1,276,572▲ $137,533
Savings and Temporary Cash Investments$37,232$83,452▲ $46,220
Cash and Non-Interest-Bearing Accounts$3,198$3,198→ $0
Land, Buildings, and Equipment, Net$0--
Total Assets$1,179,469$1,363,222▲ $183,753
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,177,688$1,361,441▲ $183,753
Net Assets With Donor Restrictions$1,781$1,781→ $0
Total Net Assets Fund Balance$1,179,469$1,363,222▲ $183,753
Total Liabilities and Net Assets / Fund Balance$1,179,469$1,363,222▲ $183,753

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,781---$1,781
2019$1,781---$1,781
2018$1,781---$1,781
2017$1,781---$1,781
2016$1,781---$1,781
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$75,755
Other Revenue
$0
Change in Net Assets
$-39,397
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$104,583
Other Expenses$10,569
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$99,408--$99,408
Grants to Domestic Individuals$5,175--$5,175
Office Expenses-$3,354-$3,354
Fees for Services Accounting-$2,800-$2,800
Fees for Service Investment Mgmnt Fees-$2,693-$2,693
Fees for Services Management-$1,255-$1,255
Fees for Services Other-$275-$275
Other Expenses-$192-$192
Total Functional Expenses$104,583$10,569$0$115,152
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rochester Regional HealthRochester, NY-Capital Improvements to the Rochester Regional Health$33,333
Glow YmcaBatavia, NY501c3Capital Improvements to the Glow Ymca$25,000
ST JOSEPH'S SCHOOLBatavia, NY501c10To Support Programs Against Alcoholism and Substance Abuse, and Nurse Educator Expenses$20,000
United Memorial Medical Center FoundationBatavia, NY501c3Capital Improvements to the United Memorial Medical Center$15,000
Notre Dame HsBatavia, NY501c10Gcasa Counselor Salary and Faith in the Future Campaign$6,000
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
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

A copy of the federal form 990 was provided and approved by the board prior to filing with the irs.

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

The board members annually review the conflict of interest policy to regularly and consistently monitor and enforce compliance with the policy.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The Jerome Foundation
EIN
22-2364281
Phone
5853433131
Address
PO BOX 249, BATAVIA, NY 14020

Signing Officer

Name
Justin Calarco-smith
Title
President
Phone
5853433131
Signed
2021-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Justin Calarco-smith
Formed
2004
Legal Domicile
Ny
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
14

Preparer

Firm
Freed Maxick Cpas Pc
Address
ONE EVANS STREET, BATAVIA, NY 14020-3110
Preparer
Nicole M White
Phone
5853441967
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

Temporarily restricted funds are held for support of area hospitals.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt037232
IRS990/SavingsAndTempCashInvstGrp/EOYAmt083452
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/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt05
IRS990ScheduleA/SupportedOrganizationsTotalCnt05
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0222611543
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1160756398
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2510201919
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3160743230
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4222551509
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd31
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd41
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd22
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd33
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd43
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt015000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt120000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt26000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt325000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt433333
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UMMC FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1ST JOSEPH'S CATHOLIC SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2NOTRE DAME HS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3GLOW YMCA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4ROCHESTER REGIONAL HEALTH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt099333
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01781
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01781
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01781
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01781
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01781
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01781
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01781
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01781
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01781
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01781
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TEMPORARILY RESTRICTED FUNDS ARE HELD FOR SUPPORT OF AREA HOSPITALS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt05175
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt06
IRS990ScheduleI/RecipientTable/CashGrantAmt015000
IRS990ScheduleI/RecipientTable/CashGrantAmt120000
IRS990ScheduleI/RecipientTable/CashGrantAmt26000
IRS990ScheduleI/RecipientTable/CashGrantAmt325000
IRS990ScheduleI/RecipientTable/CashGrantAmt433333
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C10
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C10
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CAPITAL IMPROVEMENTS TO THE UNITED MEMORIAL MEDICAL CENTER
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO SUPPORT PROGRAMS AGAINST ALCOHOLISM AND SUBSTANCE ABUSE, AND NURSE EDUCATOR EXPENSES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GCASA COUNSELOR SALARY AND FAITH IN THE FUTURE CAMPAIGN
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3CAPITAL IMPROVEMENTS TO THE GLOW YMCA
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4CAPITAL IMPROVEMENTS TO THE ROCHESTER REGIONAL HEALTH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNITED MEMORIAL MEDICAL CENTER FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ST JOSEPH'S SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2NOTRE DAME HS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3GLOW YMCA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4ROCHESTER REGIONAL HEALTH
IRS990ScheduleI/RecipientTable/RecipientEIN0222611543
IRS990ScheduleI/RecipientTable/RecipientEIN1160756398
IRS990ScheduleI/RecipientTable/RecipientEIN2510201919
IRS990ScheduleI/RecipientTable/RecipientEIN3160743230
IRS990ScheduleI/RecipientTable/RecipientEIN4222551509
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0127 NORTH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12 SUMMIT ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt273 UNION ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3209 EAST MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4100 KINGS HIGHWAY SOUTH
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BATAVIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BATAVIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2BATAVIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm3BATAVIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm4ROCHESTER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd014020
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd114020
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd214020
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd314020
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd414617
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD REVIEWS AND AGREES TO ALL GRANTS AND PLEDGES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02

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