Liabilities / Assets
15th percentile
Higher debt load relative to assets than 15% of similar nonprofits.
990 • Fiscal year 2024 • EIN 42-1337556
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
15th percentile
Higher debt load relative to assets than 15% of similar nonprofits.
Liabilities / Revenue
23rd percentile
Higher debt load relative to revenue than 23% of similar nonprofits.
Net Margin
63rd percentile
Higher net margin than 63% of similar nonprofits.
Top Officer Pay
22nd percentile
Higher top officer pay than 22% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
62nd percentile
Faster asset growth than 62% of similar nonprofits.
Revenue Growth
92nd percentile
Faster revenue growth than 92% of similar nonprofits.
Assets
Up$8,674,249
Up $701,207 (+8.8%) from 2023
Net Assets
Up$8,647,135
Up $674,172 (+8.5%) from 2023
Liabilities
Up$27,114
Up $27,035 (+34222%) from 2023
Revenue
Up$736,279
Up $394,174 (+115%) from 2023
Expenses
Up$652,402
Up $156,189 (+31%) from 2023
Net Income
Up$83,877
Up $237,985 (+154%) from 2023
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
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $7,381,693 | $8,333,808 | ▲ $952,115 |
| Savings and Temporary Cash Investments | $334,434 | $139,096 | ▼ $195,338 |
| Pledges and Grants Receivable | $50,130 | $9,415 | ▼ $40,715 |
| Total Assets | $7,973,042 | $8,674,249 | ▲ $701,207 |
| Other Assets Total | $206,785 | $191,930 | ▼ $14,855 |
| Liabilities | |||
| Other Liabilities | $79 | $25,755 | ▲ $25,676 |
| Accounts Payable and Accrued Expenses | - | $1,359 | - |
| Total Liabilities | $79 | $27,114 | ▲ $27,035 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $7,915,984 | $8,591,237 | ▲ $675,253 |
| Net Assets With Donor Restrictions | $56,979 | $55,898 | ▼ $1,081 |
| Total Net Assets Fund Balance | $7,972,963 | $8,647,135 | ▲ $674,172 |
| Total Liabilities and Net Assets / Fund Balance | $7,973,042 | $8,674,249 | ▲ $701,207 |
| Name | Title |
|---|---|
| Justine Bemis | Chair |
| Jayme Kluesner | Vice Chair |
| David Harris | Director |
| Derek Duehr | Director |
| John McDermott | Director |
| Matt Dodds | Director |
| Pat Sunseri | Director |
| Paul Kronlage | Director |
| Paula Friedman | Director |
| Sr Kate Katoski | Director |
| Michelle Watters | Director as of Oct 2023 |
| Sr Maureen Leach | Director until July 2023 |
| Susan Pearce - SecTreas | CFO Stonehill Franciscan Services |
| Peggy Stockel-CEO Stonehill | Franciscan Services as of Aug 2023 |
| Gretchen Brown-CEO Stonehill | Franciscan Services until Aug 2023 |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $351,571 |
| Other Expenses | $300,831 |
| Total Fundraising Expense | $300,831 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $348,919 | - | - | $348,919 |
| Fees for Service Investment Mgmnt Fees | - | - | $186,121 | $186,121 |
| Office Expenses | - | - | $38,695 | $38,695 |
| Other Expenses | - | - | $13,101 | $13,101 |
| Grants to Domestic Individuals | $2,652 | - | - | $2,652 |
| Total Functional Expenses | $351,571 | $0 | $300,831 | $652,402 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $652,402 |
| Total Expenses per Audited Statements | $652,402 |
| Total Expenses per Form 990 | $652,402 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Stonehill Franciscan Services | Dubuque, IA | 501(c)(3) | Assistance for residents and operational support | $347,512 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Affiliated payable | $25,755 |
“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.”
“Gretchen Brown, Peggy Stockel, Susan Pearce, and John McDermott have a business relationship.”
“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.”
“The Executive Committee did not meet during the fiscal year.”
“The Board reviews and approves the 990. The CEO of Stonehill Franciscan Services also reviews the Form 990 before it is filed.”
“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.”
“The Organization's governing documents, conflict of interest policy, and financial statements are available to the public upon written request.”
“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.”
“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.”
“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.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 1359 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | Exclusively provides financial assistance for needy residents of Stonehill Franciscan Services |
| IRS990/AllOtherContributionsAmt | 0 | 477777 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 0 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | Susan Pearce |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 5635577180 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3485 Windsor Avenue |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Dubuque |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 520011312 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 1 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 477777 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 351571 |
| IRS990/CYInvestmentIncomeAmt | 0 | 258502 |
| IRS990/CYOtherExpensesAmt | 0 | 300831 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 83877 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 652402 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 300831 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 736279 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | During the year Stonehill Benevolent Foundation successfully completed the annual appeal, yearend appeal, 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/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 56979 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 55898 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 351571 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 1 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt | 0 | 186121 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 186121 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Justine Bemis |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Jayme Kluesner |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Matt Dodds |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Pat Sunseri |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Paul Kronlage |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Derek Duehr |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | John McDermott |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | David Harris |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Sr Kate Katoski |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Paula Friedman |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | Michelle Watters |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | Sr Maureen Leach |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | Gretchen Brown-CEO Stonehill |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | Peggy Stockel-CEO Stonehill |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | Susan Pearce - SecTreas |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Chair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Vice Chair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | Director as of Oct 2023 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | Director until July 2023 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | Franciscan Services until Aug 2023 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | Franciscan Services as of Aug 2023 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | CFO Stonehill Franciscan Services |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1989 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 42745 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 11 |
| IRS990/GrantAmt | 0 | 351571 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 2652 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 2652 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 348919 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 348919 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 748728 |
| IRS990/GrossReceiptsAmt | 0 | 1442262 |
| IRS990/GroupExemptionNum | 0 | 0928 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 11 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 215757 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 215757 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 7381693 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 8333808 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | IA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 705983 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 7972963 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 8647135 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 42745 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 42745 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 590295 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 7915984 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 8591237 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 38695 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 38695 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 206785 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 191930 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | Year End and annual app |
| IRS990/OtherExpensesGrp/Desc | 1 | Annual Appeal |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 62914 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 13101 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 62914 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 13101 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 79 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 25755 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 50130 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 9415 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | Peggy Stockel |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 285169 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 288728 |
| IRS990/PYInvestmentIncomeAmt | 0 | 56936 |
| IRS990/PYOtherExpensesAmt | 0 | 207485 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -154108 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 496213 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 342105 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 83877 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 334434 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 139096 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 477777 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 285169 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 323168 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 476457 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3135710 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 4698281 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 215757 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 182196 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 129064 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 90648 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 152688 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 770353 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.85910 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.86380 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 4698281 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 477777 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 285169 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 323168 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 476457 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3135710 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 4698281 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 5468634 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 652402 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 590295 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 25755 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | Affiliated payable |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 590295 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 736279 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part X, Line 2: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 652402 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 25755 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 736279 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 1326574 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 652402 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 347512 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 501(c)(3) |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 0 | 0 |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | Assistance for residents and operational support |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | Stonehill Franciscan Services |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 510141775 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 3485 Windsor Avenue |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | Dubuque |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | IA |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 520011312 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | Stonehill 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/FormAndLineReferenceDesc | 0 | Part I, Line 2: |
| IRS990ScheduleI/Total501c3OrgCnt | 0 | 1 |
| IRS990ScheduleI/TotalOtherOrgCnt | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Gretchen Brown, Peggy Stockel, Susan Pearce, and John McDermott have a business relationship. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | The Executive Committee did not meet during the fiscal year. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | The Board reviews and approves the 990. The CEO of Stonehill Franciscan Services also reviews the Form 990 before it is filed. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | The Organization's governing documents, conflict of interest policy, and financial statements are available to the public upon written request. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Section A, line 1a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section A, line 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section A, line 7a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Section A, line 8b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part VI, Section B, line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990, Part VI, Section B, line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990, Part VI, Section C, line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990, Part VII: |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990, Part XII, Line 2C: |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 7973042 |
| IRS990/TotalAssetsEOYAmt | 0 | 8674249 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 7973042 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 8674249 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalContributionsAmt | 0 | 477777 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 300831 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 351571 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 652402 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 79 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 27114 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 79 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 27114 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 7972963 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 8647135 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 351571 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 258502 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
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Displayed year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.
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