Civic Intelligence

Stonehill Benevolent Foundation

990 • Fiscal year 2024 • EIN 42-1337556

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 31, 2024

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

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

23rd percentile

0.04x

Higher debt load relative to revenue than 23% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

63rd percentile

11%

Higher net margin than 63% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

62nd percentile

8.8%

Faster asset growth than 62% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

115%

Faster revenue growth than 92% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

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

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

2024

Assets$8,674,249
Liabilities$27,114
Net Assets$8,647,135

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

2024

Revenue$736,279
Expenses$652,402
Net Income$83,877
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 31, 2024
Return Version
2023v5.1
Gross Receipts
$1,442,262
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$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
Compensation and Service Providers

Board Members and Trustees

NameTitle
Justine BemisChair
Jayme KluesnerVice Chair
David HarrisDirector
Derek DuehrDirector
John McDermottDirector
Matt DoddsDirector
Pat SunseriDirector
Paul KronlageDirector
Paula FriedmanDirector
Sr Kate KatoskiDirector
Michelle WattersDirector as of Oct 2023
Sr Maureen LeachDirector until July 2023
Susan Pearce - SecTreasCFO Stonehill Franciscan Services
Peggy Stockel-CEO StonehillFranciscan Services as of Aug 2023
Gretchen Brown-CEO StonehillFranciscan Services until Aug 2023
Revenue and Support

Revenue Composition

Contributions and Grants
$477,777
Program Service Revenue
$0
Investment Income
$258,502
Other Revenue
$0
All Other Contributions
$477,777
Change in Net Assets
$83,877

Audited Revenue Reconciliation

Revenue per Audited Statements
$736,279
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$590,295
Total Revenue per Audited Statements
$1,326,574
Total Revenue per Form 990
$736,279
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
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

Audited Expense Reconciliation

Line ItemAmount
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
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Stonehill Franciscan ServicesDubuque, IA501(c)(3)Assistance for residents and operational support$347,512
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$25,755
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, Peggy Stockel, Susan Pearce, and John McDermott 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
2024-10-31
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.

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IRS990/Form990PartVIISectionAGrp/PersonNm4Paul Kronlage
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IRS990/Form990PartVIISectionAGrp/PersonNm6John McDermott
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IRS990/Form990PartVIISectionAGrp/PersonNm8Sr Kate Katoski
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IRS990/Form990PartVIISectionAGrp/PersonNm11Sr Maureen Leach
IRS990/Form990PartVIISectionAGrp/PersonNm12Gretchen Brown-CEO Stonehill
IRS990/Form990PartVIISectionAGrp/PersonNm13Peggy Stockel-CEO Stonehill
IRS990/Form990PartVIISectionAGrp/PersonNm14Susan Pearce - SecTreas
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director as of Oct 2023
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director until July 2023
IRS990/Form990PartVIISectionAGrp/TitleTxt12Franciscan Services until Aug 2023
IRS990/Form990PartVIISectionAGrp/TitleTxt13Franciscan Services as of Aug 2023
IRS990/Form990PartVIISectionAGrp/TitleTxt14CFO Stonehill Franciscan Services
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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/NetAssetsOrFundBalancesBOYAmt07972963
IRS990/NetAssetsOrFundBalancesEOYAmt08647135
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt042745
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt042745
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0590295
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07915984
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08591237
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt038695
IRS990/OfficeExpensesGrp/TotalAmt038695
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0206785
IRS990/OtherAssetsTotalGrp/EOYAmt0191930
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Year End and annual app
IRS990/OtherExpensesGrp/Desc1Annual Appeal
IRS990/OtherExpensesGrp/FundraisingAmt062914
IRS990/OtherExpensesGrp/FundraisingAmt113101
IRS990/OtherExpensesGrp/TotalAmt062914
IRS990/OtherExpensesGrp/TotalAmt113101
IRS990/OtherLiabilitiesGrp/BOYAmt079
IRS990/OtherLiabilitiesGrp/EOYAmt025755
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt050130
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt09415
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Peggy Stockel
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0285169
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0288728
IRS990/PYInvestmentIncomeAmt056936
IRS990/PYOtherExpensesAmt0207485
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-154108
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0496213
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0342105
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt083877
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0334434
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0139096
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0477777
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0285169
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0323168
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0476457
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03135710
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04698281
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0215757
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0182196
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0129064
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt090648
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0152688
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0770353
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.85910
IRS990ScheduleA/PublicSupportPY170Pct00.86380
IRS990ScheduleA/PublicSupportTotal170Amt04698281
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0477777
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0285169
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0323168
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0476457
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03135710
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04698281
IRS990ScheduleA/TotalSupportAmt05468634
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/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0652402
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0590295
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt025755
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Affiliated payable
IRS990ScheduleD/RevenueNotReportedAmt0590295
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0736279
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/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0652402
IRS990ScheduleD/TotalLiabilityAmt025755
IRS990ScheduleD/TotalRevenuePerForm990Amt0736279
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01326574
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0652402
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0347512
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, Peggy Stockel, Susan Pearce, and John McDermott 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/TotalAssetsBOYAmt07973042
IRS990/TotalAssetsEOYAmt08674249
IRS990/TotalAssetsGrp/BOYAmt07973042
IRS990/TotalAssetsGrp/EOYAmt08674249
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0477777
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0300831
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0351571
IRS990/TotalFunctionalExpensesGrp/TotalAmt0652402
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt079
IRS990/TotalLiabilitiesEOYAmt027114
IRS990/TotalLiabilitiesGrp/BOYAmt079
IRS990/TotalLiabilitiesGrp/EOYAmt027114
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07972963
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08647135
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0351571
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0258502
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2024Detailed filing. Detailed filing data is available for this year.$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
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