Civic Intelligence

Allen Memorial Home

EIN 63-0291592 • 501(c)3 • Mobile, AL

Profile

To provide care for individuals over 60 years of age including those who are intellectually/physically challenged. The program is called the saint teresa of calcutta elderly services. It is operated under the direction of catholic social services. These services will be porvided to individuals who reside in private residences, nursing homes, senior living facilities or within mental health settings. Our mission is to improve the quality of their lives by frequent direct interaction and advocacy efforts addressing physical and mental health needs, safety issues, living conditions, pastoral needs including emotional and spiritual support and strengthening/maintaining family and community ties.

PO Box 230Mobile, AL 36601

n/A

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

Higher debt load relative to revenue than 7% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

3rd percentile

-97%

Higher net margin than 3% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

57th percentile

$197,246

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 58.1% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

27th percentile

-1.2%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

64%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$10,119,695

Down $123,750 (-1.2%) from 2023

Liabilities

Up

$159

Up $159 from 2023

Net Assets

Down

$10,119,536

Down $123,909 (-1.2%) from 2023

Revenue

Up

$670,460

Up $261,016 (+64%) from 2023

Expenses

Up

$1,320,112

Up $1,046,660 (+383%) from 2023

Net Income

Down

-$649,652

Down $785,644 (-578%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $4,239,724Liabilities 2010: $749,442Net Assets 2010: $3,490,2822010Assets 2011: $3,891,257Liabilities 2011: $433,324Net Assets 2011: $3,457,9332011Assets 2012: $3,852,402Liabilities 2012: $369,014Net Assets 2012: $3,483,3882012Assets 2013: $4,362,357Liabilities 2013: $445,212Net Assets 2013: $3,917,1452013Assets 2014: $4,582,885Liabilities 2014: $468,154Net Assets 2014: $4,114,7312014Assets 2015: $4,814,319Liabilities 2015: $472,567Net Assets 2015: $4,341,7522015Assets 2016: $4,916,998Liabilities 2016: $694,483Net Assets 2016: $4,222,5152016Assets 2017: $10,570,701Liabilities 2017: $703,749Net Assets 2017: $9,866,9522017Assets 2018: $10,322,826Liabilities 2018: $4,460Net Assets 2018: $10,318,3662018Assets 2019: $10,825,836Liabilities 2019: $839Net Assets 2019: $10,824,9972019Assets 2020: $11,337,838Liabilities 2020: $5,000Net Assets 2020: $11,332,8382020Assets 2021: $13,476,211Liabilities 2021: $111Net Assets 2021: $13,476,1002021Assets 2022: $9,465,963Liabilities 2022: $118Net Assets 2022: $9,465,8452022Assets 2023: $10,243,445Liabilities 2023: $0Net Assets 2023: $10,243,4452023Assets 2024: $10,119,695Liabilities 2024: $159Net Assets 2024: $10,119,5362024

Highlighted filing

2024

Assets$10,119,695
Liabilities$159
Net Assets$10,119,536

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $7,110,3252010Revenue 2011: $7,236,612Expenses 2011: $7,268,961Net Income 2011: -$32,3492011Expenses 2012: $7,184,6482012Expenses 2013: $7,291,3262013Revenue 2014: $7,724,559Expenses 2014: $7,621,447Net Income 2014: $103,1122014Revenue 2015: $7,840,128Expenses 2015: $7,632,577Net Income 2015: $207,5512015Revenue 2016: $7,334,046Expenses 2016: $7,449,779Net Income 2016: -$115,7332016Revenue 2017: $6,963,168Expenses 2017: $1,160,024Net Income 2017: $5,803,1442017Revenue 2018: $306,515Expenses 2018: $180,769Net Income 2018: $125,7462018Revenue 2019: $434,111Expenses 2019: $262,428Net Income 2019: $171,6832019Revenue 2020: $529,517Expenses 2020: $298,408Net Income 2020: $231,1092020Revenue 2021: $1,355,430Expenses 2021: $290,230Net Income 2021: $1,065,2002021Revenue 2022: $339,479Expenses 2022: $3,324,264Net Income 2022: -$2,984,7852022Revenue 2023: $409,444Expenses 2023: $273,452Net Income 2023: $135,9922023Revenue 2024: $670,460Expenses 2024: $1,320,112Net Income 2024: -$649,6522024

Highlighted filing

2024

Revenue$670,460
Expenses$1,320,112
Net Income-$649,652

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.67$1.32$0.65
2023Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.41$0.27$0.14
2022Detailed filing. Detailed filing data is available for this year.$9.47$0.00$9.47$0.34$3.32$2.98
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$0.00$13.5$1.36$0.29$1.07
2020Detailed filing. Detailed filing data is available for this year.$11.3$0.01$11.3$0.53$0.30$0.23
2019Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.43$0.26$0.17
2018Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.31$0.18$0.13
2017Summary only. Only limited summary data is available for this year.$10.6$0.70$9.87$6.96$1.16$5.80
2016Detailed filing. Detailed filing data is available for this year.$4.92$0.69$4.22$7.33$7.45$0.12
2015Detailed filing. Detailed filing data is available for this year.$4.81$0.47$4.34$7.84$7.63$0.21
2014Detailed filing. Detailed filing data is available for this year.$4.58$0.47$4.11$7.72$7.62$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.36$0.45$3.92$7.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.85$0.37$3.48$7.18
2011Summary only. Only limited summary data is available for this year.$3.89$0.43$3.46$7.24$7.27$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.24$0.75$3.49$7.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 18, 2024
Return Version
2023v5.0
Gross Receipts
$670,460
Mission and Program Overview

Mission

Our mission at allen memorial home is to continue the healing ministry of christ by enhancing the quality of life and providing a caring and compassionate community for residents, family and staff.

Our mission at allen memorial is to continue the healing ministry of christ by enhancing the quality of the lives of the elderly and disabled members of the community including the residents of allen memorial home and those who seek help through catholic social services of the archdiocese of mobile.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$10,243,445$10,119,536▼ $123,909
Investments in Publicly Traded Securities$7,735,282$7,616,869▼ $118,413
Other Notes and Loans Receivable, Net$2,410,728$2,410,728→ $0
Cash and Non-Interest-Bearing Accounts$97,435$92,098▼ $5,337
Total Assets$10,243,445$10,119,695▼ $123,750
Liabilities
Accounts Payable and Accrued Expenses-$159-
Total Liabilities$0$159▲ $159
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,243,445$10,119,536▼ $123,909
Total Liabilities and Net Assets / Fund Balance$10,243,445$10,119,695▼ $123,750
Compensation and Service Providers

Employees

NameTitleOtherTotal
Ms Michele C SmithSecty-treasu$168,556$168,556
Mrs Marilyn KingVice Preside$109,942$109,942
Msgr William J SkonekiPresident$33,540$33,540
Fr David TokarzMember$25,250$25,250
Deacon Ronnie HathorneMember$17,840$17,840

Board Members and Trustees

NameTitle
Lisa B HansenMember
Ms Michele C SmithSecty-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$266,577
Program Service Revenue
$0
Investment Income
$403,883
Other Revenue
$0
All Other Contributions
$266,577
Change in Net Assets
$-649,652
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,320,112
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$1,266,577--$1,266,577
Fees for Service Investment Mgmnt Fees$48,029--$48,029
Fees for Services Other$2,391--$2,391
Information Technology$1,800--$1,800
Fees for Services Accounting$1,315--$1,315
Total Functional Expenses$1,320,112$0$0$1,320,112
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
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The executive director of financial services for the archdiocese is provided a copy prior to filing. After any questions are resolved, the return is made available to the officers of the board of directors.

Form 990, Page 6, Part VI, Line 19

The organization does not make the governing documents, conflict of interest policy and financial statements available to the public.

Filing and Contact Details

Filer

Filer Name
Allen Memorial Home
EIN
63-0291592
Phone
2514341548
Address
PO BOX 230, MOBILE, AL 36601

Signing Officer

Name
Ms Michele C Smith
Title
Secty-treasurer
Phone
2514341548
Signed
2024-10-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Msgr William J Skoneki
Formed
1911
Legal Domicile
Al
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
T Greg Nonnenmacher Jr LLC
Address
10 W MIDTOWN PARK STE B, MOBILE, AL 36606
Preparer
T Gregory Nonnenmacher
Phone
2514765092
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To provide care for individuals over 60 years of age including those who are intellectually/physically challenged. The program is called the saint teresa of calcutta elderly services. It is operated under the direction of catholic social services. These services will be porvided to individuals who reside in private residences, nursing homes, senior living facilities or within mental health settings. Our mission is to improve the quality of their lives by frequent direct interaction and advocacy efforts addressing physical and mental health needs, safety issues, living conditions, pastoral needs including emotional and spiritual support and strengthening/maintaining family and community ties.

Form 990, Page 2, Part III, Line 4B

During the past fiscal year allen memorial provided 1,000,000 in funding for the support and upkeep of catholic cemeteries inc. Which includes the catholic cemetery of mobile, alabama and saint margarets cemetery of montgomery, alabama. These cemeteries were founded in 1848 and 1863 respectively when the concept of "perpetual care" was not in place. This has led to significant deficits over the years. In 2017 allen memorial contributed 890,000 to assist in the maintenance of the catholic cemetery of mobile. This additional contribution of 1,000,000 will allow for continuing improvements and maintenance for both cemeteries. It should be noted that catholic cemetery of mobile is listed on the national register of historical places and is the site of over 18,000 burials. Cemeteries like these are part of a connection with the past. They represent a place where especially our elders can share family history and traditions.

Raw XML Appendix371 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0OUR MISSION AT ALLEN MEMORIAL IS TO CONTINUE THE HEALING MINISTRY OF CHRIST BY ENHANCING THE QUALITY OF THE LIVES OF THE ELDERLY AND DISABLED MEMBERS OF THE COMMUNITY INCLUDING THE RESIDENTS OF ALLEN MEMORIAL HOME AND THOSE WHO SEEK HELP THROUGH CATHOLIC SOCIAL SERVICES OF THE ARCHDIOCESE OF MOBILE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE CARE FOR INDIVIDUALS OVER 60 YEARS OF AGE INCLUDING THOSE WHO ARE INTELLECTUALLY/PHYSICALLY CHALLENGED. THE PROGRAM IS CALLED THE SAINT TERESA OF CALCUTTA ELDERLY SERVICES. IT IS OPERATED UNDER THE DIRECTION OF CATHOLIC SOCIAL SERVICES. THESE SERVICES WILL BE PORVIDED TO INDIVIDUALS WHO RESIDE IN PRIVATE RESIDENCES, NURSING HOMES, SENIOR LIVING FACILITIES OR WITHIN MENTAL HEALTH SETTINGS. OUR MISSION IS TO IMPROVE THE QUALITY OF THEIR LIVES BY FREQUENT DIRECT INTERACTION AND ADVOCACY EFFORTS ADDRESSING PHYSICAL AND MENTAL HEALTH NEEDS, SAFETY ISSUES, LIVING CONDITIONS, PASTORAL NEEDS INCLUDING EMOTIONAL AND SPIRITUAL SUPPORT AND STRENGTHENING/MAINTAINING FAMILY AND COMMUNITY TIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DURING THE PAST FISCAL YEAR ALLEN MEMORIAL PROVIDED 1,000,000 IN FUNDING FOR THE SUPPORT AND UPKEEP OF CATHOLIC CEMETERIES INC. WHICH INCLUDES THE CATHOLIC CEMETERY OF MOBILE, ALABAMA AND SAINT MARGARETS CEMETERY OF MONTGOMERY, ALABAMA. THESE CEMETERIES WERE FOUNDED IN 1848 AND 1863 RESPECTIVELY WHEN THE CONCEPT OF "PERPETUAL CARE" WAS NOT IN PLACE. THIS HAS LED TO SIGNIFICANT DEFICITS OVER THE YEARS. IN 2017 ALLEN MEMORIAL CONTRIBUTED 890,000 TO ASSIST IN THE MAINTENANCE OF THE CATHOLIC CEMETERY OF MOBILE. THIS ADDITIONAL CONTRIBUTION OF 1,000,000 WILL ALLOW FOR CONTINUING IMPROVEMENTS AND MAINTENANCE FOR BOTH CEMETERIES. IT SHOULD BE NOTED THAT CATHOLIC CEMETERY OF MOBILE IS LISTED ON THE NATIONAL REGISTER OF HISTORICAL PLACES AND IS THE SITE OF OVER 18,000 BURIALS. CEMETERIES LIKE THESE ARE PART OF A CONNECTION WITH THE PAST. THEY REPRESENT A PLACE WHERE ESPECIALLY OUR ELDERS CAN SHARE FAMILY HISTORY AND TRADITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR OF FINANCIAL SERVICES FOR THE ARCHDIOCESE IS PROVIDED A COPY PRIOR TO FILING. AFTER ANY QUESTIONS ARE RESOLVED, THE RETURN IS MADE AVAILABLE TO THE OFFICERS OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT MAKE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MS MICHELE C SMITH
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALLEN MEMORIAL HOME
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0T GREGORY NONNENMACHER
ReturnHeader/ReturnTs02024-10-18T14:30:30-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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