Civic Intelligence

Stonehill Franciscan Services

990 • Fiscal year 2022 • EIN 51-0141775

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 30, 2023

Organization Profilewww.stonehilldbq.com

View Organization Page

3485 Windsor AvenueDubuque, IA 52001-1312

(563) 557-7180

Siviq Scores

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

Liabilities / Assets

61st percentile

0.34x

Higher debt load relative to assets than 61% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

64th percentile

0.51x

Higher debt load relative to revenue than 64% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Net Margin

34th percentile

0.8%

Higher net margin than 34% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

74th percentile

$378,565

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

30th percentile

-5.6%

Faster asset growth than 30% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

23rd percentile

-12%

Faster revenue growth than 23% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$38,832,179

Down $2,316,865 (-5.6%) from 2021

Net Assets

Down

$25,821,665

Down $354,909 (-1.4%) from 2021

Liabilities

Down

$13,010,514

Down $1,961,956 (-13%) from 2021

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin34th percentile

Revenue

Down

$25,680,580

Down $3,520,607 (-12%) from 2021

Expenses

Up

$25,470,002

Up $1,538,086 (+6.4%) from 2021

Net Income

Down

$210,578

Down $5,058,693 (-96%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$60M$40M$20M$0Assets 2011: $11,194,269Liabilities 2011: $8,008,515Net Assets 2011: $3,185,7542011Assets 2012: $15,665,786Liabilities 2012: $11,751,342Net Assets 2012: $3,914,4442012Assets 2013: $21,501,997Liabilities 2013: $16,735,898Net Assets 2013: $4,766,0992013Assets 2014: $20,482,401Liabilities 2014: $14,799,382Net Assets 2014: $5,683,0192014Assets 2015: $21,168,530Liabilities 2015: $13,515,917Net Assets 2015: $7,652,6132015Assets 2016: $21,809,511Liabilities 2016: $12,448,996Net Assets 2016: $9,360,5152016Assets 2017: $22,498,893Liabilities 2017: $11,063,898Net Assets 2017: $11,434,9952017Assets 2018: $24,376,048Liabilities 2018: $10,836,740Net Assets 2018: $13,539,3082018Assets 2019: $25,519,907Liabilities 2019: $10,516,053Net Assets 2019: $15,003,8542019Assets 2020: $39,246,253Liabilities 2020: $18,500,339Net Assets 2020: $20,745,9142020Assets 2021: $41,149,044Liabilities 2021: $14,972,470Net Assets 2021: $26,176,5742021Assets 2022: $38,832,179Liabilities 2022: $13,010,514Net Assets 2022: $25,821,6652022Assets 2023: $38,996,793Liabilities 2023: $12,784,512Net Assets 2023: $26,212,2812023Assets 2024: $40,260,382Liabilities 2024: $12,289,024Net Assets 2024: $27,971,3582024Assets 2025: $46,990,228Liabilities 2025: $15,968,429Net Assets 2025: $31,021,7992025

Highlighted filing

2022

Assets$38,832,179
Liabilities$13,010,514
Net Assets$25,821,665
Open 2022 Filing

Operations Trend

Revenue Growth23rd percentile

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

$40M$30M$20M$10M$0Expenses 2011: $15,032,1332011Expenses 2012: $15,072,7652012Revenue 2013: $17,047,341Expenses 2013: $16,195,686Net Income 2013: $851,6552013Revenue 2014: $19,868,033Expenses 2014: $19,017,687Net Income 2014: $850,3462014Revenue 2015: $20,516,531Expenses 2015: $18,553,154Net Income 2015: $1,963,3772015Revenue 2016: $21,450,898Expenses 2016: $19,735,199Net Income 2016: $1,715,6992016Revenue 2017: $21,959,746Expenses 2017: $19,935,827Net Income 2017: $2,023,9192017Revenue 2018: $22,832,925Expenses 2018: $20,733,236Net Income 2018: $2,099,6892018Revenue 2019: $22,361,265Expenses 2019: $20,896,719Net Income 2019: $1,464,5462019Revenue 2020: $28,143,195Expenses 2020: $22,343,796Net Income 2020: $5,799,3992020Revenue 2021: $29,201,187Expenses 2021: $23,931,916Net Income 2021: $5,269,2712021Revenue 2022: $25,680,580Expenses 2022: $25,470,002Net Income 2022: $210,5782022Revenue 2023: $26,077,188Expenses 2023: $25,948,467Net Income 2023: $128,7212023Revenue 2024: $27,909,263Expenses 2024: $26,412,207Net Income 2024: $1,497,0562024Revenue 2025: $30,647,495Expenses 2025: $27,863,781Net Income 2025: $2,783,7142025

Highlighted filing

2022

Revenue$25,680,580
Expenses$25,470,002
Net Income$210,578
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 30, 2023
Return Version
2021v4.2
Gross Receipts
$28,904,023
Mission and Program Overview

Mission

We, the Stonehill Franciscan Services community, in the spirit of St. Francis, offer a continuum of quality lifetime care in a dignified atmosphere.

Provide quality residential, respite, and health services for older adults

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$27,523,998$28,783,652▲ $1,259,654
Savings and Temporary Cash Investments$11,550,619$5,220,712▼ $6,329,907
Investments in Publicly Traded Securities$404,321$2,902,686▲ $2,498,365
Accounts Receivable$1,425,441$1,723,339▲ $297,898
Prepaid Expenses and Deferred Charges$115,939$108,165▼ $7,774
Inventories for Sale or Use$98,298$92,525▼ $5,773
Cash and Non-Interest-Bearing Accounts$1,100$1,100→ $0
Total Assets$41,149,044$38,832,179▼ $2,316,865
Other Assets Total$29,328$0▼ $29,328
Liabilities
Tax Exempt Bond Liabilities$12,037,293$10,177,682▼ $1,859,611
Accounts Payable and Accrued Expenses$1,856,064$1,722,655▼ $133,409
Other Liabilities$848,948$864,150▲ $15,202
Deferred Revenue$230,165$246,027▲ $15,862
Total Liabilities$14,972,470$13,010,514▼ $1,961,956
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$26,176,574$25,821,665▼ $354,909
Total Net Assets Fund Balance$26,176,574$25,821,665▼ $354,909
Total Liabilities and Net Assets / Fund Balance$41,149,044$38,832,179▼ $2,316,865

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$21,667,863$22,313,676$43,981,539
Other Land Buildings$4,617,962$727,646$5,345,608
Equipment$1,912,103$3,360,914$5,273,017
Land$585,724-$585,724
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gretchen BrownPresident/CEOFT$238,531$140,130$378,661
Karla WaldbilligVP of Human ResourcesFT$148,337$128,625$276,962
Susan PearceCFO-Secretary/TreasurerFT$158,659$86,360$245,019
Peggy StockelVP of OperationsFT$165,419$67,206$232,625
Matthew JahnDirector of Health ServiceFT$112,279$4,426$116,705

Board Members and Trustees

NameTitle
Kim Budde - Directoruntil Oct/Chair as of Oct 2021
Jodie McDermott-Director untilOct/Vice Chair as of Oct 2021
Rob ApelVice Chair until Oct 2021
Dave DavisDirector
Jeff MozenaDirector
Lynn OsterhausDirector
Randy AmbrosyDirector
Sr Brenda WhestoneDirector
Sr Camilla HemannDirector
Sr Carol Ann BerteDirector
Sr Jean BeringerDirector
Dana BullockDirector until April 2022
John McDermott - Chair untilOct/Director as of Oct 2021

Highest Paid Contractors

ContractorServicesLocationCompensation
Conlon ConstructionConstructionPO Box 3400, Dubuque, IA 52004-3400$1,212,100
Select Rehabilitation LLCTherapy servicesPO Box 71985, Chicago, IL 60694-1985$456,545
Revenue and Support

Revenue Composition

Contributions and Grants
$541,632
Program Service Revenue
$25,048,209
Investment Income
$90,039
Other Revenue
$700
All Other Contributions
$392,230
Change in Net Assets
$210,578

Audited Revenue Reconciliation

Revenue per Audited Statements
$25,680,580
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-565,487
Total Revenue per Audited Statements
$25,115,093
Total Revenue per Form 990
$25,680,580
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$15,848,156
Other Expenses$9,621,846
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$11,994,787$605,015-$12,599,802
Depreciation Depletion$2,572,310--$2,572,310
Fees for Services Other$2,346,310$187,482-$2,533,792
Other Employee Benefits$1,101,191$41,909-$1,143,100
Payroll Taxes$888,024$84,068-$972,092
Current Officers, Directors, Trustees, and Key Employees$233,085$630,223-$863,308
Occupancy$837,571--$837,571
Office Expenses$541,160$78,276-$619,436
Interest$346,703--$346,703
All Other Expenses$274,927$23,161-$298,088
Pension Plan Contributions$260,492$9,362-$269,854
Insurance$181,364$21,044-$202,408
Other Expenses$116,669$6,230-$116,669
Advertising$81,041$30,518-$111,559
Information Technology$54,232$26,152-$80,384
Travel$41,776$12,340-$54,116
Fees for Services Accounting-$28,805-$28,805
Conferences and Meetings$7,192--$7,192
Fees for Services Legal-$3,893-$3,893
Total Functional Expenses$23,681,524$1,788,478$0$25,470,002

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$25,470,002
Total Expenses per Audited Statements$25,470,002
Total Expenses per Form 990$25,470,002
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Construction Payable$446,366
Affiliated Organization Payable$197,654
Refundable Advance Fees$186,488
Accrued Interest Payable$27,641
Estimated third-party payor settlements$6,001

Bond Issues

BondIssuerIssuedIssue PricePurpose
AIowa Finance Authority2019-12-23$11,959,100Refund bonds issued 9/7/2011 Series 2011A and expansion of facilities.

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$11,959,100$5,920,679$335,554$237,314

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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, by resolution, create an Executive Committee. The Executive Committee consists of the officers of the corporation and the President/CEO of the facility. This committee has and may exercise all powers of the Board of Directors between meetings of the Board of Directors. The committee must report all its rulings to the Board of Directors at the next regular or special meeting of the Board. The Executive Committee does not have the authority of the Board of Directors to amend the Articles of Incorporation, adopt a plan of merger or consolidation, recommend to the Directors the sale, lease, exchange or other disposition of all or substantially all of the property and assets of the corporation, unless in the normal course of business, dissolution of the corporation, or amending the Bylaws.”

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

“The Sisters of St. Francis of Dubuque, Iowa shall have the right to select not less than thirty percent (30%) nor greater than forty percent (40%) of the members of the board of directors.”

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

“A copy of the Form 990 is reviewed by the entire Board before it is filed. The President/CEO and CFO review the 990.”

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

“Stonehill Franciscan Services has conflict of interest policies completed each year by all Board members thus monitoring any potential conflicts. The Board Chairperson 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 Franciscan Services for any products or services shall be 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 B, line 15

“The President/CEO's compensation is determined by the Executive Committee of the Board with salary adjustment recommendations based on an annual performance evaluation and comparability data. The CFO's compensation is determined by the President/CEO with approval by the Board of Directors with salary adjustment recommendations based on an annual performance evaluation and comparability data. The Organization documents and provides substantiation for their compensation process. The process is completed yearly.”

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.”

Filing and Contact Details

Filer

Filer Name
Stonehill Franciscan Services
EIN
51-0141775
Phone
5635577180
Address
3485 Windsor Avenue, Dubuque, IA 52001-1312

Signing Officer

Name
Gretchen Brown
Title
President/CEO
Phone
5635577180
Signed
2023-01-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gretchen Brown
Formed
1985
Legal Domicile
Ia
Voting Board Members
12
Independent Board Members
11
Employees
570
Volunteers
70

Preparer

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

Financial Statement Notes

Part IV, Line 2B:

“We have a resident trust fund. Residents can deposit funds into that account and make withdrawals as requested. Once a resident has passed we refund that money to the resident/family.”

Part X, Line 2:

“Management 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 Organization 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/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1338034
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1430014
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt155110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1651204
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt174426
IRS990/Form990PartVIISectionAGrp/PersonNm0John McDermott - Chair until
IRS990/Form990PartVIISectionAGrp/PersonNm1Kim Budde - Director
IRS990/Form990PartVIISectionAGrp/PersonNm2Rob Apel
IRS990/Form990PartVIISectionAGrp/PersonNm3Jodie McDermott-Director until
IRS990/Form990PartVIISectionAGrp/PersonNm4Sr Brenda Whestone
IRS990/Form990PartVIISectionAGrp/PersonNm5Lynn Osterhaus
IRS990/Form990PartVIISectionAGrp/PersonNm6Sr Camilla Hemann
IRS990/Form990PartVIISectionAGrp/PersonNm7Sr Jean Beringer
IRS990/Form990PartVIISectionAGrp/PersonNm8Jeff Mozena
IRS990/Form990PartVIISectionAGrp/PersonNm9Sr Carol Ann Berte
IRS990/Form990PartVIISectionAGrp/PersonNm10Randy Ambrosy
IRS990/Form990PartVIISectionAGrp/PersonNm11Dave Davis
IRS990/Form990PartVIISectionAGrp/PersonNm12Dana Bullock
IRS990/Form990PartVIISectionAGrp/PersonNm13Gretchen Brown
IRS990/Form990PartVIISectionAGrp/PersonNm14Susan Pearce
IRS990/Form990PartVIISectionAGrp/PersonNm15Peggy Stockel
IRS990/Form990PartVIISectionAGrp/PersonNm16Karla Waldbillig
IRS990/Form990PartVIISectionAGrp/PersonNm17Matthew Jahn
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13340531
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14214909
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15227419
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16225662
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17112279
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0Oct/Director as of Oct 2021
IRS990/Form990PartVIISectionAGrp/TitleTxt1until Oct/Chair as of Oct 2021
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice Chair until Oct 2021
IRS990/Form990PartVIISectionAGrp/TitleTxt3Oct/Vice Chair as of Oct 2021
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director until April 2022
IRS990/Form990PartVIISectionAGrp/TitleTxt13President/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14CFO-Secretary/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP of Operations
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP of Human Resources
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director of Health Service
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt09485
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt0149402
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03232928
IRS990/GrossReceiptsAmt028904023
IRS990/GrossRentsGrp/RealAmt0700
IRS990/GroupExemptionNum00928
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt026152
IRS990/InformationTechnologyGrp/ProgramServicesAmt054232
IRS990/InformationTechnologyGrp/TotalAmt080384
IRS990/InsuranceGrp/ManagementAndGeneralAmt021044
IRS990/InsuranceGrp/ProgramServicesAmt0181364
IRS990/InsuranceGrp/TotalAmt0202408
IRS990/InterestGrp/ProgramServicesAmt0346703
IRS990/InterestGrp/TotalAmt0346703
IRS990/InventoriesForSaleOrUseGrp/BOYAmt098298
IRS990/InventoriesForSaleOrUseGrp/EOYAmt092525
IRS990/InvestmentIncomeGrp/ExclusionAmt080554
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt080554
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0404321
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02902686
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt024
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt026402236
IRS990/LandBldgEquipBasisNetGrp/BOYAmt027523998
IRS990/LandBldgEquipBasisNetGrp/EOYAmt028783652
IRS990/LandBldgEquipCostOrOtherBssAmt055185888
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03223443
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0We, the Stonehill Franciscan Services community, in the spirit of St. Francis, offer a continuum of quality lifetime care in a dignified atmosphere.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt026176574
IRS990/NetAssetsOrFundBalancesEOYAmt025821665
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt09485
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt09485
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0700
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0700
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-565487
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt026176574
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt025821665
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0837571
IRS990/OccupancyGrp/TotalAmt0837571
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt078276
IRS990/OfficeExpensesGrp/ProgramServicesAmt0541160
IRS990/OfficeExpensesGrp/TotalAmt0619436
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt029328
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt041909
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01101191
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01143100
IRS990/OtherExpensesGrp/Desc0Food
IRS990/OtherExpensesGrp/Desc1Medical supplies
IRS990/OtherExpensesGrp/Desc2Repairs and maintenance
IRS990/OtherExpensesGrp/Desc3Provider Assessment Fee
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06230
IRS990/OtherExpensesGrp/ProgramServicesAmt0748167
IRS990/OtherExpensesGrp/ProgramServicesAmt1696788
IRS990/OtherExpensesGrp/ProgramServicesAmt2357735
IRS990/OtherExpensesGrp/ProgramServicesAmt3116669
IRS990/OtherExpensesGrp/TotalAmt0748167
IRS990/OtherExpensesGrp/TotalAmt1696788
IRS990/OtherExpensesGrp/TotalAmt2363965
IRS990/OtherExpensesGrp/TotalAmt3116669
IRS990/OtherLiabilitiesGrp/BOYAmt0848948
IRS990/OtherLiabilitiesGrp/EOYAmt0864150
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0605015
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt011994787
IRS990/OtherSalariesAndWagesGrp/TotalAmt012599802
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt084068
IRS990/PayrollTaxesGrp/ProgramServicesAmt0888024
IRS990/PayrollTaxesGrp/TotalAmt0972092
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09362
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0260492
IRS990/PensionPlanContributionsGrp/TotalAmt0269854
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0115939
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0108165
IRS990/PrincipalOfficerNm0Gretchen Brown
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1713940
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0Resident Service Revenue
IRS990/ProgramServiceRevenueGrp/Desc1Gym Memberships
IRS990/ProgramServiceRevenueGrp/Desc2Amortization of Advance Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt024757358
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt194918
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt290020
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt024757358
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt194918
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt290020
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05207640
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-22195
IRS990/PYOtherExpensesAmt08893311
IRS990/PYOtherRevenueAmt075
IRS990/PYProgramServiceRevenueAmt024015667
IRS990/PYRevenuesLessExpensesAmt05269271
IRS990/PYSalariesCompEmpBnftPaidAmt015038605
IRS990/PYTotalExpensesAmt023931916
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt029201187
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0210578
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0700
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt025048209
IRS990/SavingsAndTempCashInvstGrp/BOYAmt011550619
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05220712
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0541632
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05207640
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05317519
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0303209
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0947543

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,832,179
Liabilities
$13,010,514
Net assets
$25,821,665
Revenue
$25,680,580
Expenses
$25,470,002
Net income
$210,578
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.0$16.0$31.0$30.6$27.9$2.78
2024Summary only. Only limited summary data is available for this year.$40.3$12.3$28.0$27.9$26.4$1.50
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.0$12.8$26.2$26.1$25.9$0.13
2022Detailed filing. Detailed filing data is available for this year.$38.8$13.0$25.8$25.7$25.5$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.1$15.0$26.2$29.2$23.9$5.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.2$18.5$20.7$28.1$22.3$5.80
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.5$10.5$15.0$22.4$20.9$1.46
2018Summary only. Only limited summary data is available for this year.$24.4$10.8$13.5$22.8$20.7$2.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.5$11.1$11.4$22.0$19.9$2.02
2016Summary only. Only limited summary data is available for this year.$21.8$12.4$9.36$21.5$19.7$1.72
2015Detailed filing. Detailed filing data is available for this year.$21.2$13.5$7.65$20.5$18.6$1.96
2014Detailed filing. Detailed filing data is available for this year.$20.5$14.8$5.68$19.9$19.0$0.85
2013Summary only. Only limited summary data is available for this year.$21.5$16.7$4.77$17.0$16.2$0.85
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.7$11.8$3.91$15.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$8.01$3.19$15.0