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Nonprofiteer
← FRANCISCAN PROPERTIES INCORPORATED

Form 990 for tax year 2022

Filed by FRANCISCAN PROPERTIES INCORPORATED.

Totals

Total revenue
$840,814
Total expenses
$556,028
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$809,650
Investment income
$30,940
Other revenue
$224
Total assets, end of year
$4,241,161
Total liabilities, end of year
$89,612
Net assets or fund balances, end of year
$4,151,549
Program services expenses (Part IX)
$525,674
Management and general expenses
$30,354
Fundraising expenses
$0
Program service expenses (Part III)
$525,674

Program services were 94.5% 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.

  • 2a · Program service revenue: RENTAL INCOME

    total $809,650 · related or exempt $809,650

  • 3 · Investment income

    total $21,608 · excluded $21,608

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $333,246

  • 7b · Less cost or other basis and sales expenses

    securities $323,914

  • 7c · Gain or loss

    securities $9,332

  • 7d · Net gain or loss

    total $9,332 · excluded $9,332

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: OTHER REVENUE

    total $224 · related or exempt $224

  • 11e · Other revenue, total

    $224

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $58,473 · program services $52,626 · management and general $5,847

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $380 · management and general $380

  • 11c · Fees: accounting

    total $13,750 · management and general $13,750

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $4,890 · management and general $4,890

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $5,487 · management and general $5,487

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $333,962 · program services $333,962

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $108,475 · program services $108,475

  • 23 · Insurance

    total $28,141 · program services $28,141

  • 24a · Other expenses: BAD DEBT EXPENSE

    total $2,470 · program services $2,470

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $870,195 · end of year $1,063,663

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

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

    $6,197,910

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

    $4,159,016

  • 10c · Land, buildings and equipment, net

    beginning of year $2,012,118 · end of year $2,038,894

  • 11 · Investments: publicly traded securities

    beginning of year $1,356,372 · end of year $1,137,415

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $1,189

  • 17 · Accounts payable and accrued expenses

    beginning of year $65,769 · end of year $38,584

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $60,923 · end of year $51,028

  • 27 · Net assets without donor restrictions

    beginning of year $4,111,993 · end of year $4,151,549

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

FRANCISCAN PROPERTIES OPERATES RESIDENTIAL HOUSING FACILITIES FOR THE ELDERLY AND SENIOR ADULTS AND PROVIDES SHELTER FOR VICTIMS OF DOMESTIC VIOLENCE TRANSITIONING FROM ACUTE CARE TREATMENT TO LONG-TERM TRANSITIONAL HOUSING AS PART OF THE CHARITABLE MINISTRY OF FRANCISCAN SHELTERS, A RELATED NONPROFIT CORPORATION OPERATING AS PART OF THE SISTERS OF ST. FRANCIS HEALTH AND HUMAN SERVICES MINISTRY. THE SISTERS OF ST. FRANCIS CONTROL FRANCISCAN PROPERTIES THROUGH SYLVANIA FRANCISCAN MINISTRIES, AN OHIO NONPROFIT CORPORATION WHICH ACTS AS THE PARENT OF FRANCISCAN PROPERTIES. THE CONGREGATIONAL MINISTER AND MEMBERS OF THE GENERAL COUNCIL ARE THE MEMBERS OF SYLVANIA FRANCISCAN MINISTRIES AND APPOINT SYLVANIA FRANCISCAN MINISTRIES BOARD OF TRUSTEES. SYLVANIA FRANCISCAN MINISTRIES AND APPOINT SYLVANIA FRANCISCAN MINISTRIES BOARD OF TRUSTEES.

Activities or mission (Part I)

FRANCISCAN PROPERTIES OPERATES RESIDENTIAL HOUSING FACILITIES FOR THE ELDERYLY AND SENIOR ADULTS AND PROVIDES SHELTER FOR VICTIMS OF DOMESTIC VIOLENCE.

  • FRANCISCAN PROPERTIES, INC. IS PART OF THE HEALTH AND HUMAN SERVICES AND EDUCATIONAL MINISTRIES OF THE SISTERS OF ST FRANCIS OF THE CONGREGATION OF OUR LADY OF LOURDES, SYLVANIA, OHIO. FRANCISCAN PROPERTIES OPERATES TO SUPPORT RELATED EXEMPT ORGANIZATIONS THAT ARE PART OF THE SISTERS' MINISTRIES, INCLUDING OPERATION OF INDEPENDENT LIVING UNITS FOR SENIOR ADULTS AND SUPPORT THE SISTERS' CHARITABLE MINISTRY, FRANCISCAN SHELTERS.

    Expenses $525,674 · Revenue $809,874

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JENIFER BELT

    SECRETARY

    Total calculated
    $224,750
    From this org
    $0
    From related orgs
    $207,860
    Other
    $16,890
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $207,860 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $8,324 related
    Nontaxable benefits
    $0 + $8,566 related
    Filer's total
    $0 + $224,750 related

  • TERRI ELLERBROCK

    TREASURER

    Total calculated
    $164,012
    From this org
    $0
    From related orgs
    $149,395
    Other
    $14,617
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $149,395 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $6,051 related
    Nontaxable benefits
    $0 + $8,566 related
    Filer's total
    $0 + $164,012 related

  • SR JULIE MYERS

    PRESIDENT

    Total calculated
    $58,473
    From this org
    $0
    From related orgs
    $0
    Other
    $58,473
    Hours/week
    40 + 1 related

  • SR REBECCA RUTKOWSKI

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • JIM BOSINGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SR JOAN JURSKI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SR NANCY LINENKUGEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • SR SHANNON SCHREIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • SR VALERIE GRONDIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202332929349301403

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