Civic Intelligence

Stonehill Benevolent Foundation

990 • Fiscal year 2020 • EIN 42-1337556

Jul 01, 2019 to Jun 30, 2020 • Filed on May 11, 2021

3485 Windsor AveDubuque, IA 52001-1312

(563) 557-0849

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

5th percentile

0.00x

Higher debt load relative to revenue than 5% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

8th percentile

-42%

Higher net margin than 8% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

3rd percentile

-21%

Faster asset growth than 3% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

292%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Down

$8,110,229

Down $2,179,570 (-21%) from 2019

Net Assets

Down

$8,108,870

Down $2,169,283 (-21%) from 2019

Liabilities

Down

$1,359

Down $10,287 (-88%) from 2019

Revenue

Up

$3,852,917

Up $2,868,877 (+292%) from 2019

Expenses

Up

$5,484,850

Up $4,903,677 (+844%) from 2019

Net Income

Down

-$1,631,933

Down $2,034,800 (-505%) from 2019

Historical Trend

Balance Sheet Trend

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

$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

2020

Assets$8,110,229
Liabilities$1,359
Net Assets$8,108,870

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$3,852,917
Expenses$5,484,850
Net Income-$1,631,933
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 11, 2021
Return Version
2019v5.2
Gross Receipts
$11,499,943
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$9,499,412$4,255,080▼ $5,244,332
Savings and Temporary Cash Investments$433,170$3,212,225▲ $2,779,055
Pledges and Grants Receivable$138,133$426,156▲ $288,023
Accounts Receivable$197,826$205,134▲ $7,308
Investments Other Securities$0--
Total Assets$10,289,799$8,110,229▼ $2,179,570
Other Assets Total$21,258$11,634▼ $9,624
Liabilities
Accounts Payable and Accrued Expenses$11,646$1,359▼ $10,287
Total Liabilities$11,646$1,359▼ $10,287
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,076,229$4,960,362▼ $5,115,867
Net Assets With Donor Restrictions$201,924$3,148,508▲ $2,946,584
Total Net Assets Fund Balance$10,278,153$8,108,870▼ $2,169,283
Total Liabilities and Net Assets / Fund Balance$10,289,799$8,110,229▼ $2,179,570
Compensation and Service Providers

Board Members and Trustees

NameTitle
Paul KronlageChair
Paula FriedmanVice Chair
Daisy BaumanDirector
Danielle GrattonDirector
Derek DuehrDirector
Jayme KluesnerDirector
Justine BemisDirector
Pat SunseriDirector
Sr Camilla HemannDirector
Sr Marie Cigrand OSFDirector
David HarrisDirector - as of Apr 2020
John McDermottDirector - as of Oct 2019
Sr Helen HueveDirector - until Jan 2020
Gretchen BrownCEO Stonehill Franciscan Services
Susan Feldmann -SecretaryTreasCFO Stonehill Franciscan Services
Revenue and Support

Revenue Composition

Contributions and Grants
$3,135,710
Program Service Revenue
$0
Investment Income
$721,733
Other Revenue
$-4,526
All Other Contributions
$3,104,680
Change in Net Assets
$-1,631,933

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$61,795Sale Price
Total Noncash Contributions2$61,795-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,852,917
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-576,679
Total Revenue per Audited Statements
$3,276,238
Total Revenue per Form 990
$3,852,917
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,232,914
Other Expenses$251,936
Total Fundraising Expense$251,936
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,230,914--$5,230,914
Fees for Services Other--$172,718$172,718
Office Expenses--$41,463$41,463
All Other Expenses--$5,557$5,557
Other Expenses--$2,971$2,971
Grants to Domestic Individuals$2,000--$2,000
Total Functional Expenses$5,232,914$0$251,936$5,484,850

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,484,850
Expenses per Audited Statements$5,445,521
Total Expenses per Audited Statements$5,445,521
Expenses Not Reported on Financial Statements$39,329
Other Expense Adjustments$39,329
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Stonehill Franciscan ServicesDubuque, IA501(c)(3)Assistance for needy residents of Stonehill Franciscan Services and operational support$5,230,914
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$14,405
Fundraising Gross Income$9,879
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Benefit Dinner$33,629$9,879-$9,879
Total Events$33,629$9,879$14,405$-4,526
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
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 1

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, CEO, and Richard Runde, Director, 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 President/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:

Gretchen Brown is CEO for Stonehill Franciscan Services, an unrelated organization. Gretchen is not compensated for time spent on 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
Gretchen Brown
Title
CEO Stonehill Franciscan Services
Phone
5635570849
Signed
2021-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gretchen Brown
Formed
1989
Legal Domicile
Ia
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
13

Preparer

Firm
Eide Bailly LLP
Address
1545 Associates Dr Ste 101, Dubuque, IA 52002-2299
Preparer
Carmen Krantz CPA
Phone
5635561790
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 -34,198. Expenses included in revenue per financial statements reclassed to expenses -5,131.

Part XII, Line 4B - Other Adjustments:

Expenses included in revenue per financial statements reclassed to expenses 34,198. Expenses included in revenue per financial statements reclassed to expenses 5,131.

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IRS990/Form990PartVIISectionAGrp/PersonNm3Susan Feldmann -SecretaryTreas
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2CEO Stonehill Franciscan Services
IRS990/Form990PartVIISectionAGrp/TitleTxt3CFO Stonehill Franciscan Services
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director - as of Oct 2019
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director - as of Apr 2020
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt05230914
IRS990/GrantsToDomesticOrgsGrp/TotalAmt05230914
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08201666
IRS990/GrossReceiptsAmt011499943
IRS990/GroupExemptionNum00928
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0152688
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0152688
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09499412
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04255080
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07632621
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/NetAssetsOrFundBalancesBOYAmt010278153
IRS990/NetAssetsOrFundBalancesEOYAmt08108870
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0569045
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0569045
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-4526
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-4526
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-537350
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt010076229
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04960362
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt061795
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt041463
IRS990/OfficeExpensesGrp/TotalAmt041463
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt021258
IRS990/OtherAssetsTotalGrp/EOYAmt011634
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Fundraising expenses
IRS990/OtherExpensesGrp/Desc1Year End Appeal
IRS990/OtherExpensesGrp/Desc2Annual Appeal
IRS990/OtherExpensesGrp/FundraisingAmt021558
IRS990/OtherExpensesGrp/FundraisingAmt17669
IRS990/OtherExpensesGrp/FundraisingAmt22971
IRS990/OtherExpensesGrp/TotalAmt021558
IRS990/OtherExpensesGrp/TotalAmt17669
IRS990/OtherExpensesGrp/TotalAmt22971
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0138133
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0426156
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Gretchen Brown
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0555197
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0303209
IRS990/PYInvestmentIncomeAmt0432792
IRS990/PYOtherExpensesAmt0277964
IRS990/PYOtherRevenueAmt0-3949
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0402867
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0581173
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0984040
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1631933
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0433170
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03212225
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03135710
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0555197
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0520221
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0434290
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0319967
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04965385
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0152688
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0198118
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0193190
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0194290
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0166364
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0904650
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84370
IRS990ScheduleA/PublicSupportPY170Pct00.66220
IRS990ScheduleA/PublicSupportTotal170Amt04952559
IRS990ScheduleA/SubstantialContributorsTotAmt012826
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03135710
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0555197
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0520221
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0434290
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0319967
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04965385
IRS990ScheduleA/TotalSupportAmt05870035
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/ExpensesNotRptFinclStmtAmt039329
IRS990ScheduleD/ExpensesSubtotalAmt05445521
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-537350
IRS990ScheduleD/OtherExpensesNotIncludedAmt039329
IRS990ScheduleD/OtherRevenueAmt0-39329
IRS990ScheduleD/RevenueNotReportedAmt0-576679
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03852917
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 -34,198. Expenses included in revenue per financial statements reclassed to expenses -5,131.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Expenses included in revenue per financial statements reclassed to expenses 34,198. Expenses included in revenue per financial statements reclassed to expenses 5,131.
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/TotalExpensesPerForm990Amt05484850
IRS990ScheduleD/TotalRevenuePerForm990Amt03852917
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03276238
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05445521
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt023750
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt023750
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014405
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt02928
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02928
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Benefit Dinner
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt011150
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt011150
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033629
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033629
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09879
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt09879
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-4526
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0327
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0327
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt05230914
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Assistance for needy residents of Stonehill Franciscan Services 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
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/Form8283ReceivedCnt00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt02
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0Sale Price
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt061795
IRS990ScheduleM/ThirdPartiesUsedInd00
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, CEO, and Richard Runde, Director, 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 President/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/ExplanationTxt7Gretchen Brown is CEO for Stonehill Franciscan Services, an unrelated organization. Gretchen is not compensated for time spent on 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.

Document Assets

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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
2020Detailed filing. Detailed filing data is available for this year.$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