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Nonprofiteer
← SAINT JOSEPHS HOME OF OUR LADY OF MT CARMEL INC

Form 990 for tax year 2024

Filed by SAINT JOSEPHS HOME OF OUR LADY OF MT CARMEL INC.

Totals

Total revenue
$2,432,733
Total expenses
$3,091,322
Contributions and grants received
$71,643
Grants paid
$0
Program service revenue
$2,203,167
Investment income
$124,238
Other revenue
$33,685
Total assets, end of year
$5,253,450
Total liabilities, end of year
$199,069
Net assets or fund balances, end of year
$5,054,381
Program services expenses (Part IX)
$2,766,588
Management and general expenses
$324,734
Fundraising expenses
$0
Program service expenses (Part III)
$2,766,588

Program services were 89.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $71,643

  • 2a · Program service revenue: CBRF OTHER LONG TERM C

    total $1,725,907 · related or exempt $1,725,907

  • 2b · Program service revenue: PRIVATE PAY

    total $423,847 · related or exempt $423,847

  • 2c · Program service revenue: REFUNDS/REIMBURSEMENTS

    total $47,899 · related or exempt $47,899

  • 2d · Program service revenue: APARTMENT/EMPLOYEE MEA

    total $3,500 · related or exempt $3,500

  • 2e · Program service revenue: MEDICARE/MEDICAID

    total $2,014 · related or exempt $2,014

  • 3 · Investment income

    total $124,238 · excluded $124,238

  • 6a · Gross rents

    real property $13,000

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $13,000

  • 6d · Net rental income or loss

    total $13,000 · excluded $13,000

  • 11a · Other revenue: INSURANCE PROCEEDS

    total $15,387 · excluded $15,387

  • 11b · Other revenue: BEAUTY SHOP

    total $3,998 · excluded $3,998

  • 11c · Other revenue: ROOM MEAL DELIVERY

    total $1,300 · excluded $1,300

  • 11e · Other revenue, total

    $20,685

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $1,990,220 · program services $1,712,484 · management and general $277,736

  • 9 · Other employee benefits

    total $164,766 · program services $164,766

  • 10 · Payroll taxes

    total $115,834 · program services $115,834

  • 11b · Fees: legal

    total $173 · management and general $173

  • 11g · Fees: other

    total $102,000 · program services $102,000

  • 13 · Office expenses

    total $14,414 · program services $14,414

  • 16 · Occupancy

    total $301,706 · program services $301,706

  • 17 · Travel

    total $4,419 · program services $4,419

  • 22 · Depreciation, depletion and amortization

    total $169,774 · program services $169,774

  • 23 · Insurance

    total $134,738 · program services $134,738

  • 24a · Other expenses: FEES AND LICENSES

    total $46,825 · management and general $46,825

  • 24b · Other expenses: ENTRANCE FEE

    total $44,047 · program services $44,047

  • 24c · Other expenses: REPAIRS AND MAINTENANCE

    total $2,406 · program services $2,406

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,052,322 · end of year $354,813

  • 4 · Accounts receivable

    beginning of year $23,396 · end of year $56,148

  • 10a · Land, buildings and equipment: cost or other basis

    $5,157,881

  • 10b · Land, buildings and equipment: accumulated depreciation

    $4,297,569

  • 10c · Land, buildings and equipment, net

    beginning of year $1,018,289 · end of year $860,312

  • 11 · Investments: publicly traded securities

    beginning of year $3,631,741 · end of year $3,982,177

  • 17 · Accounts payable and accrued expenses

    beginning of year $281,624 · end of year $120,675

  • 19 · Deferred revenue

    beginning of year $0 · end of year $77,822

  • 25 · Other liabilities

    beginning of year $0 · end of year $572

  • 27 · Net assets without donor restrictions

    beginning of year $5,444,124 · end of year $5,054,381

Mission and programs · 2024

Mission

OUR MISSION IS TO OFFER AN ENRICHED LIFESTYLE TO SENIORS BY PROVIDING 5-STAR QUALITY CARE FOR THOSE LIVES ARE ENTRUSTED TO US.

  • THE LEGACY AT ST JOSEPHS IS A 50-BED ENHANCED ASSISTED LIVING FACILITY LOCATED IN KENOSHA, WISCONSIN. THE LEGACY OFFERS AN ENRICHED LIFESTYLE TO SENIORS BY PROVIDING 5-STAR QUALITY CARE IN ACTIVITIES OF DAILY LIVING. THE LEGACY ENRICHES RESIDENTS LIVES WITH RECREATIONAL ACTIVITIES IN A CLEAN AND CHEERFUL ENVIRONMENT TO SUPPORT COGNITIVE SKILLS AND OPPORTUNITIES FOR SOCIALIZATION. OPPORTUNITIES FOR SPIRITUAL ENHANCEMENT AND COUNSELING ARE ALSO PROVIDED. OTHER AMENITIES INCLUDE FULL-SERVICE DINING, LANDSCAPED GROUNDS AND SITTING AREAS, AND A RESIDENT DOG TO PROVIDE PET THERAPY. PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY SERVICES ARE ALSO PROVIDED TO RESIDENTS THROUGH OUTSIDE CONTRACTED SERVICES.

    Expenses $2,766,588 · Revenue $2,203,167

As filed on the 2024 return.

Listed in Part VII

  • Sr Anne Marie Cheikh

    ASSISTANT PROVENCIAL

    Total calculated
    $0
    Hours/week
    1

  • Sr M Annunciata Auger

    PROVENCIAL

    Total calculated
    $0
    Hours/week
    1

  • Sr Gabriela Hilke

    ASSISTANT PROVENCIAL

    Total calculated
    $0
    Hours/week
    1

  • Asi Schmid-Dondero

    EXEUTIVE DIRECTOR

    Total calculated
    $128,831
    From this org
    $128,831
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Carrie Anderson

    ADMINISTRATOR

    Total calculated
    $127,342
    From this org
    $127,342
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
13 November 2025
IRS schema version
2024v5.2
Source object
202523179349311527

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