Civic Intelligence

Stonehill Benevolent Foundation

EIN 42-1337556 • 501(c)3 • Dubuque, IA

Profile

The Stonehill Benevolent Foundation provides financial assistance for needy residents of Stonehill Care Center, assists Stonehill Care Center in its general operations, generates and attracts substantial support from the public to receive contributions and grants, and holds, administers, converts, invests, reinvests and manages such contributions and grants for the benefit of Stonehill Franciscan Services in various ways.

3485 Windsor AveDubuque, IA 52001-1312

www.stonehilldbq.com

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

13th percentile

0.00x

Higher debt load relative to revenue than 13% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

85th percentile

40%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

56th percentile

9.8%

Faster revenue growth than 56% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$9,659,960

Up $985,711 (+11%) from 2024

Liabilities

Down

$2,785

Down $24,329 (-90%) from 2024

Net Assets

Up

$9,657,175

Up $1,010,040 (+12%) from 2024

Revenue

Up

$808,341

Up $72,062 (+9.8%) from 2024

Expenses

Down

$486,051

Down $166,351 (-25%) from 2024

Net Income

Up

$322,290

Up $238,413 (+284%) from 2024

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $8,929,384Liabilities 2011: $0Net Assets 2011: $8,929,3842011Assets 2012: $10,113,685Liabilities 2012: $1,733Net Assets 2012: $10,111,9522012Assets 2013: $10,851,164Liabilities 2013: $0Net Assets 2013: $10,851,1642013Assets 2014: $10,596,888Liabilities 2014: $4,263Net Assets 2014: $10,592,6252014Assets 2015: $9,943,390Liabilities 2015: $3,682Net Assets 2015: $9,939,7082015Assets 2016: $9,016,551Liabilities 2016: $0Net Assets 2016: $9,016,5512016Assets 2017: $9,900,823Liabilities 2017: $834Net Assets 2017: $9,899,9892017Assets 2018: $9,940,433Liabilities 2018: $52Net Assets 2018: $9,940,3812018Assets 2019: $10,289,799Liabilities 2019: $11,646Net Assets 2019: $10,278,1532019Assets 2020: $8,110,229Liabilities 2020: $1,359Net Assets 2020: $8,108,8702020Assets 2021: $9,075,749Liabilities 2021: $61,654Net Assets 2021: $9,014,0952021Assets 2022: $7,559,642Liabilities 2022: $1,608Net Assets 2022: $7,558,0342022Assets 2023: $7,973,042Liabilities 2023: $79Net Assets 2023: $7,972,9632023Assets 2024: $8,674,249Liabilities 2024: $27,114Net Assets 2024: $8,647,1352024Assets 2025: $9,659,960Liabilities 2025: $2,785Net Assets 2025: $9,657,1752025

Highlighted filing

2025

Assets$9,659,960
Liabilities$2,785
Net Assets$9,657,175

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $594,1022011Expenses 2012: $749,0182012Expenses 2013: $1,109,2792013Revenue 2014: $906,880Expenses 2014: $2,085,042Net Income 2014: -$1,178,1622014Revenue 2015: $1,170,747Expenses 2015: $1,382,455Net Income 2015: -$211,7082015Revenue 2016: $358,878Expenses 2016: $813,916Net Income 2016: -$455,0382016Revenue 2017: $801,682Expenses 2017: $705,578Net Income 2017: $96,1042017Revenue 2018: $1,263,316Expenses 2018: $1,199,399Net Income 2018: $63,9172018Revenue 2019: $984,040Expenses 2019: $581,173Net Income 2019: $402,8672019Revenue 2020: $3,852,917Expenses 2020: $5,484,850Net Income 2020: -$1,631,9332020Revenue 2021: $755,281Expenses 2021: $556,139Net Income 2021: $199,1422021Revenue 2022: $893,481Expenses 2022: $522,465Net Income 2022: $371,0162022Revenue 2023: $342,105Expenses 2023: $496,213Net Income 2023: -$154,1082023Revenue 2024: $736,279Expenses 2024: $652,402Net Income 2024: $83,8772024Revenue 2025: $808,341Expenses 2025: $486,051Net Income 2025: $322,2902025

Highlighted filing

2025

Revenue$808,341
Expenses$486,051
Net Income$322,290

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.66$0.00$9.66$0.81$0.49$0.32
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.67$0.03$8.65$0.74$0.65$0.08
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.97$0.00$7.97$0.34$0.50$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.56$0.00$7.56$0.89$0.52$0.37
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.08$0.06$9.01$0.76$0.56$0.20
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.11$0.00$8.11$3.85$5.48$1.63
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.01$10.3$0.98$0.58$0.40
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.94$0.00$9.94$1.26$1.20$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.90$0.00$9.90$0.80$0.71$0.10
2016Detailed filing. Detailed filing data is available for this year.$9.02$0.00$9.02$0.36$0.81$0.46
2015Detailed filing. Detailed filing data is available for this year.$9.94$0.00$9.94$1.17$1.38$0.21
2014Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$0.91$2.09$1.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$0.00$10.9$1.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$0.00$10.1$0.75
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.93$0.00$8.93$0.59
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 6, 2023
Return Version
2022v5.0
Gross Receipts
$1,215,705
Mission and Program Overview

Mission

The Stonehill Benevolent Foundation provides financial assistance for needy residents of Stonehill Care Center, assists Stonehill Care Center in its general operations, generates and attracts substantial support from the public to receive contributions and grants, and holds, administers, converts, invests, reinvests and manages such contributions and grants for the benefit of Stonehill Franciscan Services in various ways.

Exclusively provides financial assistance for needy residents of Stonehill Franciscan Services

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,944,925$7,381,693▲ $436,768
Savings and Temporary Cash Investments$255,065$334,434▲ $79,369
Pledges and Grants Receivable$148,958$50,130▼ $98,828
Total Assets$7,559,642$7,973,042▲ $413,400
Other Assets Total$210,694$206,785▼ $3,909
Liabilities
Other Liabilities$1,608$79▼ $1,529
Total Liabilities$1,608$79▼ $1,529
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,517,053$7,915,984▲ $398,931
Net Assets With Donor Restrictions$40,981$56,979▲ $15,998
Total Net Assets Fund Balance$7,558,034$7,972,963▲ $414,929
Total Liabilities and Net Assets / Fund Balance$7,559,642$7,973,042▲ $413,400
Compensation and Service Providers

Board Members and Trustees

NameTitle
Paula FriedmanChair until April 2023
Justine Bemis - Vice Chairuntil April/Chair as of April 2023
Jayme Kluesner-Director untilApril/Vice Chair as of April 2023
David HarrisDirector
Derek DuehrDirector
John McDermottDirector
Matt DoddsDirector
Pat SunseriDirector
Paul KronlageDirector
Sr Camilla HemannDirector
Sr Maureen LeachDirector
Sr Kate KatoskiDirector as of April 2023
Gretchen BrownCEO Stonehill Franciscan Services
Susan Pearce - SecTreasCFO Stonehill Franciscan Services
Revenue and Support

Revenue Composition

Contributions and Grants
$285,169
Program Service Revenue
$0
Investment Income
$56,936
Other Revenue
$0
All Other Contributions
$285,169
Change in Net Assets
$-154,108

Audited Revenue Reconciliation

Revenue per Audited Statements
$342,105
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$549,238
Total Revenue per Audited Statements
$891,343
Total Revenue per Form 990
$342,105
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$288,728
Other Expenses$207,485
Total Fundraising Expense$207,485
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$285,730--$285,730
Fees for Service Investment Mgmnt Fees--$155,076$155,076
Office Expenses--$35,608$35,608
Grants to Domestic Individuals$2,998--$2,998
Other Expenses--$675$675
Total Functional Expenses$288,728$0$207,485$496,213

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$496,213
Expenses per Audited Statements$476,414
Total Expenses per Audited Statements$476,414
Expenses Not Reported on Financial Statements$19,799
Other Expense Adjustments$19,799
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Stonehill Franciscan ServicesDubuque, IA501(c)(3)Assistance for residents and operational support$285,730
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Affiliated payable$79
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 1A

The Board of Directors may create an Executive Committee that may exercise all authority of the Board of Directors, but no authority to amend the Articles of Incorporation, adopt a plan of merger or consolidation, recommend the sale, lease, exchange or other disposition of all or substantially all the property and assets of the corporation other than in the regular course of business.

Form 990, Part VI, Section A, line 2

Gretchen Brown, Susan Pearce, John McDermott, and Sr. Camilla Hemann have a business relationship.

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

Three Board members are designated by the Sisters of St. Francis of Dubuque's governing Board. One Board member is designated by Stonehill Franciscan Services.

Form 990, Part VI, Section A, line 8B

The Executive Committee did not meet during the fiscal year.

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

The Board reviews and approves the 990. The CEO of Stonehill Franciscan Services also reviews the Form 990 before it is filed.

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

Stonehill Benevolent Foundation has conflict of interest policies completed each year by all Board members thus monitoring any potential conflicts. The Board Chair reviews the statements and follows up on any potential conflicts. Any actual or potential duality or conflict of interest including but not limited to ownership or control of any entity that contracts with the Stonehill Benevolent Foundation for any products or services are disclosed to the other members of the Board and made a matter of record in the minutes when the subject of such interest becomes a matter of Board action. When a conflict arises, the Board member is not allowed to vote on the issue and may be excused from the meeting.

Form 990, Part VI, Section C, line 19

The Organization's governing documents, conflict of interest policy, and financial statements are available to the public upon written request.

Form 990, Part VII:

The CEO and CFO are compensated by Stonehill Franciscan Services, an unrelated but affiliated organization, for providing services to Stonehill Franciscan Services. The CEO and CFO are not compensated for oversight provided to Stonehill Benevolent Foundation.

Filing and Contact Details

Filer

Filer Name
Stonehill Benevolent Foundation
EIN
42-1337556
Phone
5635570849
Address
3485 Windsor Ave, Dubuque, IA 52001-1312

Signing Officer

Name
Peggy Stockel
Title
CEO Stonehill Franciscan Services
Phone
5635570849
Signed
2023-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peggy Stockel
Formed
1989
Legal Domicile
Ia
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
12

Preparer

Firm
Eide Bailly LLP
Address
800 Nicollet Mall Ste 1300, Minneapolis, MN 55402-7033
Preparer
Kim Hunwardsen CPA
Phone
6122536500
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

Stonehill Franciscan Services has a Finance Committee that is responsible for oversight of the audit. Stonehill Benevolent Foundation was established to provide assistance exclusively to Stonehill Franciscan Services.

Financial Statement Notes

Part X, Line 2:

Stonehill Benevolent Foundation believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The entity would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.

Part XI, Line 2D - Other Adjustments:

Expenses included in revenue per financial statements reclassed to expenses -19,799.

Part XII, Line 4B - Other Adjustments:

Expenses included in revenue per financial statements reclassed to expenses 19,799.

Raw XML AppendixShowing 400 of 454 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Exclusively provides financial assistance for needy residents of Stonehill Franciscan Services
IRS990/AllOtherContributionsAmt0285169
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/PersonNm0Susan Pearce
IRS990/BooksInCareOfDetail/PhoneNum05635577180
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03485 Windsor Avenue
IRS990/BooksInCareOfDetail/USAddress/CityNm0Dubuque
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0520011312
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0285169
IRS990/CYGrantsAndSimilarPaidAmt0288728
IRS990/CYInvestmentIncomeAmt056936
IRS990/CYOtherExpensesAmt0207485
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-154108
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0496213
IRS990/CYTotalFundraisingExpenseAmt0207485
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0342105
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0During the year Stonehill Benevolent Foundation successfully completed the annual appeal, yearend appeal, and continued a capital campaign in support of the Stonehill Franciscan Services Mission and Ministry. A portion of the annual appeal and the yearend appeal funds were designated for capital items while the capital campaign was designated for the building of an Assisted Living expansion necessary to accomplish the objective of a person-centered care center. Most of the funds raised are used for residents who need financial assistance at Stonehill Franciscan Services.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt040981
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt056979
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0288728
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt0155076
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0155076
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
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/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0Paula Friedman
IRS990/Form990PartVIISectionAGrp/PersonNm1Justine Bemis - Vice Chair
IRS990/Form990PartVIISectionAGrp/PersonNm2Jayme Kluesner-Director until
IRS990/Form990PartVIISectionAGrp/PersonNm3Matt Dodds
IRS990/Form990PartVIISectionAGrp/PersonNm4Sr Maureen Leach
IRS990/Form990PartVIISectionAGrp/PersonNm5Pat Sunseri
IRS990/Form990PartVIISectionAGrp/PersonNm6Sr Camilla Hemann
IRS990/Form990PartVIISectionAGrp/PersonNm7Paul Kronlage
IRS990/Form990PartVIISectionAGrp/PersonNm8Derek Duehr
IRS990/Form990PartVIISectionAGrp/PersonNm9John McDermott
IRS990/Form990PartVIISectionAGrp/PersonNm10David Harris
IRS990/Form990PartVIISectionAGrp/PersonNm11Sr Kate Katoski
IRS990/Form990PartVIISectionAGrp/PersonNm12Gretchen Brown
IRS990/Form990PartVIISectionAGrp/PersonNm13Susan Pearce - SecTreas
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair until April 2023
IRS990/Form990PartVIISectionAGrp/TitleTxt1until April/Chair as of April 2023
IRS990/Form990PartVIISectionAGrp/TitleTxt2April/Vice Chair as of April 2023
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director as of April 2023
IRS990/Form990PartVIISectionAGrp/TitleTxt12CEO Stonehill Franciscan Services
IRS990/Form990PartVIISectionAGrp/TitleTxt13CFO Stonehill Franciscan Services
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-125260
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0288728
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02998
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02998
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0285730
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0285730
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0748340
IRS990/GrossReceiptsAmt01215705
IRS990/GroupExemptionNum00928
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0182196
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0182196
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06944925
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07381693
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0873600
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The Stonehill Benevolent Foundation provides financial assistance for needy residents of Stonehill Care Center, assists Stonehill Care Center in its general operations, generates and attracts substantial support from the public to receive contributions and grants, and holds, administers, converts, invests, reinvests and manages such contributions and grants for the benefit of Stonehill Franciscan Services in various ways.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07558034
IRS990/NetAssetsOrFundBalancesEOYAmt07972963
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-125260
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-125260
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0569037
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07517053
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07915984
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt035608
IRS990/OfficeExpensesGrp/TotalAmt035608
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0210694
IRS990/OtherAssetsTotalGrp/EOYAmt0206785
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Year End Appeal
IRS990/OtherExpensesGrp/Desc1Annual Appeal
IRS990/OtherExpensesGrp/Desc2Fundraising expenses
IRS990/OtherExpensesGrp/FundraisingAmt09537
IRS990/OtherExpensesGrp/FundraisingAmt16589
IRS990/OtherExpensesGrp/FundraisingAmt2675
IRS990/OtherExpensesGrp/TotalAmt09537
IRS990/OtherExpensesGrp/TotalAmt16589
IRS990/OtherExpensesGrp/TotalAmt2675
IRS990/OtherLiabilitiesGrp/BOYAmt01608
IRS990/OtherLiabilitiesGrp/EOYAmt079
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0148958
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt050130
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Peggy Stockel
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0323168
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0266266
IRS990/PYInvestmentIncomeAmt0570313
IRS990/PYOtherExpensesAmt0256199
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0371016
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0522465
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0893481
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-154108
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0255065
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0334434
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0285169
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0323168
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0476457
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03135710
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0555197
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04775701
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0182196
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0129064
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt090648
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0152688
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0198118
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0752714
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86380
IRS990ScheduleA/PublicSupportPY170Pct00.86770
IRS990ScheduleA/PublicSupportTotal170Amt04775701
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0285169
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0323168
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0476457
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03135710
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0555197
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04775701
IRS990ScheduleA/TotalSupportAmt05528415
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/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt019799
IRS990ScheduleD/ExpensesSubtotalAmt0476414
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0569037
IRS990ScheduleD/OtherExpensesNotIncludedAmt019799
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt079
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Affiliated payable
IRS990ScheduleD/OtherRevenueAmt0-19799
IRS990ScheduleD/RevenueNotReportedAmt0549238
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0342105
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Stonehill Benevolent Foundation believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The entity would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Expenses included in revenue per financial statements reclassed to expenses -19,799.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Expenses included in revenue per financial statements reclassed to expenses 19,799.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0496213
IRS990ScheduleD/TotalLiabilityAmt079
IRS990ScheduleD/TotalRevenuePerForm990Amt0342105
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0891343
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0476414
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0285730
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Assistance for residents and operational support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Stonehill Franciscan Services
IRS990ScheduleI/RecipientTable/RecipientEIN0510141775
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03485 Windsor Avenue
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Dubuque
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0520011312
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Stonehill Benevolent Foundation provides financial assistance and general operations assistance exclusively to Stonehill Franciscan Services. Stonehill Franciscan Services provides proof to the Foundation that the funds were used appropriately.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Board of Directors may create an Executive Committee that may exercise all authority of the Board of Directors, but no authority to amend the Articles of Incorporation, adopt a plan of merger or consolidation, recommend the sale, lease, exchange or other disposition of all or substantially all the property and assets of the corporation other than in the regular course of business.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Gretchen Brown, Susan Pearce, John McDermott, and Sr. Camilla Hemann have a business relationship.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Three Board members are designated by the Sisters of St. Francis of Dubuque's governing Board. One Board member is designated by Stonehill Franciscan Services.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Executive Committee did not meet during the fiscal year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Board reviews and approves the 990. The CEO of Stonehill Franciscan Services also reviews the Form 990 before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Stonehill Benevolent Foundation has conflict of interest policies completed each year by all Board members thus monitoring any potential conflicts. The Board Chair reviews the statements and follows up on any potential conflicts. Any actual or potential duality or conflict of interest including but not limited to ownership or control of any entity that contracts with the Stonehill Benevolent Foundation for any products or services are disclosed to the other members of the Board and made a matter of record in the minutes when the subject of such interest becomes a matter of Board action. When a conflict arises, the Board member is not allowed to vote on the issue and may be excused from the meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The Organization's governing documents, conflict of interest policy, and financial statements are available to the public upon written request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7The CEO and CFO are compensated by Stonehill Franciscan Services, an unrelated but affiliated organization, for providing services to Stonehill Franciscan Services. The CEO and CFO are not compensated for oversight provided to Stonehill Benevolent Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Stonehill Franciscan Services has a Finance Committee that is responsible for oversight of the audit. Stonehill Benevolent Foundation was established to provide assistance exclusively to Stonehill Franciscan Services.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VII:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part XII, Line 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07559642
IRS990/TotalAssetsEOYAmt07973042
IRS990/TotalAssetsGrp/BOYAmt07559642
IRS990/TotalAssetsGrp/EOYAmt07973042
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0285169
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0207485
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0288728
IRS990/TotalFunctionalExpensesGrp/TotalAmt0496213
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01608
IRS990/TotalLiabilitiesEOYAmt079
IRS990/TotalLiabilitiesGrp/BOYAmt01608
IRS990/TotalLiabilitiesGrp/EOYAmt079
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07558034
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07972963
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0288728
IRS990/TotalReportableCompFromOrgAmt00

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