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Nonprofiteer
← SISTERS OF MARY OF THE PRESENTATION LONG TERM CARE

Form 990 for tax year 2022

Filed by SISTERS OF MARY OF THE PRESENTATION LONG TERM CARE.

Totals

Total revenue
$75,423,035
Total expenses
$72,224,887
Contributions and grants received
$3,320,576
Grants paid
$4,528
Program service revenue
$71,254,764
Investment income
$666,799
Other revenue
$180,896
Total assets, end of year
$74,069,110
Total liabilities, end of year
$29,761,209
Net assets or fund balances, end of year
$44,307,901
Program services expenses (Part IX)
$65,212,994
Management and general expenses
$6,938,037
Fundraising expenses
$73,856
Program service expenses (Part III)
$65,212,994

Program services were 90.3% 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.

  • 1e · Government grants (contributions)

    $862,310

  • 1f · All other contributions, gifts and grants

    $2,458,266

  • 1g · Noncash contributions included above

    $2,307,419

  • 2a · Program service revenue: Resident Service Revenue

    total $70,765,618 · related or exempt $70,765,618

  • 2b · Program service revenue: Management Services

    total $254,721 · related or exempt $254,721

  • 2c · Program service revenue: Cafeteria/Senior Meals

    total $60,033 · related or exempt $60,033

  • 2d · Program service revenue: Child Daycare Services

    total $52,207 · related or exempt $52,207

  • 2f · All other program service revenue

    total $122,185 · related or exempt $122,185

  • 3 · Investment income

    total $667,464 · excluded $667,464

  • 6a · Gross rents

    real property $25,650

  • 6b · Less rental expenses

    real property $24,344

  • 6c · Rental income or loss

    real property $1,306

  • 6d · Net rental income or loss

    total $1,306 · excluded $1,306

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

    other assets $665

  • 7c · Gain or loss

    other assets -$665

  • 7d · Net gain or loss

    total -$665 · excluded -$665

  • 11a · Other revenue: Insurance Recoveries

    total $179,590 · related or exempt $179,590

  • 11e · Other revenue, total

    $179,590

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,528 · program services $2,528

  • 2 · Grants to domestic individuals

    total $2,000 · program services $2,000

  • 7 · Other salaries and wages

    total $35,228,121 · program services $33,804,004 · management and general $1,390,012 · fundraising $34,105

  • 8 · Pension plan contributions

    total $748,307 · program services $717,683 · management and general $29,545 · fundraising $1,079

  • 9 · Other employee benefits

    total $5,050,664 · program services $4,830,184 · management and general $198,846 · fundraising $21,634

  • 10 · Payroll taxes

    total $2,554,299 · program services $2,451,612 · management and general $100,926 · fundraising $1,761

  • 11a · Fees: management

    total $42,859 · management and general $42,859

  • 11b · Fees: legal

    total $62,600 · management and general $62,600

  • 11c · Fees: accounting

    total $40,800 · management and general $40,800

  • 11d · Fees: lobbying

    total $7,317 · management and general $7,317

  • 11g · Fees: other

    total $14,302,545 · program services $11,102,531 · management and general $3,197,430 · fundraising $2,584

  • 12 · Advertising and promotion

    total $106,089 · program services $36,709 · management and general $67,385 · fundraising $1,995

  • 13 · Office expenses

    total $1,472,619 · program services $1,214,955 · management and general $252,227 · fundraising $5,437

  • 14 · Information technology

    total $490,110 · management and general $490,110

  • 16 · Occupancy

    total $1,245,582 · program services $1,245,582

  • 17 · Travel

    total $240,940 · program services $227,434 · management and general $13,128 · fundraising $378

  • 19 · Conferences, conventions and meetings

    total $171,830 · program services $65,730 · management and general $106,100

  • 20 · Interest

    total $974,744 · program services $929,773 · management and general $44,887 · fundraising $84

  • 22 · Depreciation, depletion and amortization

    total $4,101,621 · program services $3,917,825 · management and general $182,569 · fundraising $1,227

  • 23 · Insurance

    total $570,540 · management and general $570,540

  • 24a · Other expenses: Food

    total $2,094,690 · program services $2,094,690

  • 24b · Other expenses: Medical Supplies

    total $1,900,479 · program services $1,900,479

  • 24c · Other expenses: Repairs and maintenance

    total $420,219 · program services $411,765 · management and general $8,454

  • 24d · Other expenses: Bad Debt Expense

    total $252,297 · program services $252,297

  • 24e · All other expenses

    total $141,087 · program services $5,213 · management and general $132,302 · fundraising $3,572

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $3,774,551 · end of year $2,399,984

  • 4 · Accounts receivable

    beginning of year $6,406,483 · end of year $6,983,111

  • 8 · Inventories for sale or use

    beginning of year $244,781 · end of year $202,005

  • 9 · Prepaid expenses and deferred charges

    beginning of year $115,189 · end of year $172,016

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

    $96,167,020

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

    $56,376,403

  • 10c · Land, buildings and equipment, net

    beginning of year $38,092,072 · end of year $39,790,617

  • 11 · Investments: publicly traded securities

    beginning of year $51,400 · end of year $51,785

  • 12 · Investments: other securities

    beginning of year $21,100,955 · end of year $22,960,316

  • 14 · Intangible assets

    beginning of year $118,000 · end of year $118,000

  • 15 · Other assets

    beginning of year $530,990 · end of year $1,391,276

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,797,236 · end of year $4,842,866

  • 19 · Deferred revenue

    beginning of year $837,715 · end of year $25,796

  • 21 · Escrow or custodial account liability

    beginning of year $120,990 · end of year $215,086

  • 23 · Secured mortgages and notes payable

    beginning of year $24,907,180 · end of year $23,069,749

  • 24 · Unsecured notes and loans payable

    beginning of year $220,470 · end of year $199,990

  • 25 · Other liabilities

    beginning of year $330,646 · end of year $1,407,722

  • 27 · Net assets without donor restrictions

    beginning of year $37,518,827 · end of year $42,467,177

  • 28 · Net assets with donor restrictions

    beginning of year $1,701,357 · end of year $1,840,724

Mission and programs · 2022

Mission

SMP Health - Long Term Care, inspired by the Sisters of Mary of the Presentation, serves those in our care with respect and compassion as we strive to fulfill the healing mission of Jesus.

Activities or mission (Part I)

To provide extended care and medically related services

  • Sisters of Mary of the Presentation Long Term Care dba SMP Health - Long Term Care is sponsored by the Sisters of Mary of the Presentation dba SMP Health, a religious order located in Valley City, North Dakota. The Sisters of Mary of the Presentation belong to a larger religious community founded in 1828 in Broons, France by two sisters Louise and Laurence LeMarch.SMP Health - Long Term Care is part of the SMP Health Corporation located in Fargo, North Dakota. Statement continued on Schedule O.SMP Health - Long Term Care operates five (5) Skilled Nursing Facilities in the State of North Dakota: SMP Health - Ave Maria; SMP Health - St. Catherine North; SMP Health - St. Catherine South; SMP Health - St. Raphael; SMP Health - Maryhill.The specific purposes are: 1. To operate facilities for those aged and other individuals who are in need of housing where 24/7 skilled nursing care and medical support can be provided; 2. To establish, support, manage and furnish facilities, personnel and services to provide extended care and medically related services to the sick, injured, disabled and other persons in need of such services without regard to race, creed, color, sex or national origin; 3. To carry on such activities related to rendering health care services or the promotion of health, which in the opinion of the Board of Directors, may be justified by the facilities, personnel, funds or other requirements that are or can be made available; 4. To engage in any and all activities consistent with or in furtherance of the above purposes.The mission is congruent with the core values of SMP Health and include: Simplicity, keeping our ministry centered on God and service to people. We are simple and direct in our relationships; Hospitality, being open and welcoming all; Compassionate Care, manifesting God's presence by our concerned approach for the dignity and worth of each person as we give excellent personalized care to those we serve; Concern and Care of the Poor, supporting the cause of the poor and the elderly in ways manifested to us and to the extent our human and financial resources allow; Shared Ministry, collaborating as partners with those who share our ministry. We are united to serve the Mission and, as a team, build communities within our ministry; Stewardship, being responsible stewards of our resources: human, physical, and financial.Today, SMP Health - Long Term Care in conjunction with SMP Health carries out the mission to provide skilled nursing care services to those who are less fortunate and in need. As a not-for-profit, Catholic healthcare organization, we treat residents, regardless of their ability to pay. This is consistent with our mission and the Core Values of the Sisters. In addition, SMP Health - Long Term Care provided thousands of dollars in resources, including time and contributions to many throughout the region. Community service is a vital component of the organization since its inception.

    Expenses $65,212,994 · Grants $4,528 · Revenue $71,434,354

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

Listed in Part VII

  • Aaron K Alton

    President/CEO-SMP Health

    Total calculated
    $1,073,996
    From this org
    $0
    From related orgs
    $1,016,010
    Other
    $57,986
    Hours/week
    17 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $837,000 related
    Bonus
    $0 + $79,506 related
    Other
    $0 + $99,504 related
    Deferred
    $0 + $30,752 related
    Nontaxable benefits
    $0 + $31,919 related
    Filer's total
    $0 + $1,078,681 related

  • Becky Hansen

    Executive VP/CFO

    Total calculated
    $578,359
    From this org
    $0
    From related orgs
    $506,234
    Other
    $72,125
    Hours/week
    24 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $464,600 related
    Bonus
    $0 + $35,091 related
    Other
    $0 + $6,543 related
    Deferred
    $0 + $40,854 related
    Nontaxable benefits
    $0 + $33,917 related
    Filer's total
    $0 + $581,005 related

  • Frank Redlin

    Chair

    Total calculated
    $0
    Hours/week
    0.5

  • Paul Carson MD

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.5

  • Lynette Schmitz

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Pastor David Montecuollo

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Sr Sharon Houle

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Sr Suzanne Stahl

    Secretary

    Total calculated
    $0
    Hours/week
    0.5 + 1.3 related

  • Matthew Ahrndt

    CEO/Admin-St. Catherine North/South

    Total calculated
    $249,569
    From this org
    $0
    From related orgs
    $204,643
    Other
    $44,926
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $187,500 related
    Bonus
    $0 + $10,500 related
    Other
    $0 + $6,643 related
    Deferred
    $0 + $13,600 related
    Nontaxable benefits
    $0 + $33,280 related
    Filer's total
    $0 + $251,523 related

  • Tonie Stoen

    CEO/Admin - Ave Maria

    Total calculated
    $199,991
    From this org
    $0
    From related orgs
    $174,665
    Other
    $25,326
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $167,000 related
    Bonus
    $0 + $7,665 related
    Other
    $0
    Deferred
    $0 + $11,790 related
    Nontaxable benefits
    $0 + $15,422 related
    Filer's total
    $0 + $201,877 related

  • Bailyn Walz

    CEO/Admin - Maryhill

    Total calculated
    $124,351
    From this org
    $0
    From related orgs
    $113,768
    Other
    $10,583
    Hours/week
    40

  • Maren Gemar

    CEO/Admin - St. Raphael

    Total calculated
    $54,019
    From this org
    $0
    From related orgs
    $46,750
    Other
    $7,269
    Hours/week
    40

  • Lizabeth Letness

    Chief Clinical Officer

    Total calculated
    $127,832
    From this org
    $109,019
    From related orgs
    $0
    Other
    $18,813
    Hours/week
    40

  • Doreen Wegner

    RN

    Total calculated
    $136,171
    From this org
    $125,106
    From related orgs
    $0
    Other
    $11,065
    Hours/week
    40

  • Laquet Henderson

    RN

    Total calculated
    $121,985
    From this org
    $118,435
    From related orgs
    $0
    Other
    $3,550
    Hours/week
    40

  • Evion Douglas

    RN

    Total calculated
    $138,567
    From this org
    $124,819
    From related orgs
    $0
    Other
    $13,748
    Hours/week
    40

  • Teresa Widmer

    Director of Nursing

    Total calculated
    $140,060
    From this org
    $115,159
    From related orgs
    $0
    Other
    $24,901
    Hours/week
    40

  • Anthony Keelin -Former

    CEO/Admin-St. Catherine North/South

    Total calculated
    $214,827
    From this org
    $0
    From related orgs
    $190,956
    Other
    $23,871
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $164,059 related
    Bonus
    $0 + $23,897 related
    Other
    $0 + $3,000 related
    Deferred
    $0 + $8,834 related
    Nontaxable benefits
    $0 + $16,140 related
    Filer's total
    $0 + $215,930 related

  • Meldine Tang -Former

    CEO/Admin-St. Catherine North/South

    Total calculated
    $304,572
    From this org
    $0
    From related orgs
    $286,215
    Other
    $18,357
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $264,540 related
    Bonus
    $0 + $10,765 related
    Other
    $0 + $10,910 related
    Deferred
    $0 + $18,162 related
    Nontaxable benefits
    $0 + $2,178 related
    Filer's total
    $0 + $306,555 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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

The filer's explanations (Part III)

Part I, Line 4b
SMP Health, related organization, has a nonqualified deferred compensation plan that complies with Section 409A of the IRC. SMP Health begins contributions into the plan after the employee's first year of service. The employee is vested based on a 20 year vesting schedule or becomes fully vested in the event of death, disability or reaching the age of 65. Employee name and amounts included on Schedule J are as follows: Name Part II, column B (iii) Part II, column C Aaron K. Alton 93,504 Becky Hansen 543 2,957 Anthony Keelin 1,250 Meldine Tang 10,910 Bailyn Walz 268 2,232 Matthew Ahrndt 643 1,857 Tonie Stoen 354 2,146
Schedule J, Part I, Question 3:
SMP Health - Long Term Care does not pay compensation to the President/CEOs. SMP Health uses the methods on Part I, question 3 to determine compensation. SMP Health - Long Term Care has five related long-term care facilities with a President/CEO at each facility. These individuals are compensated by SMP Health, a related organization, for services provided to SMP Health - Long Term Care and the other related organizations. Aaron K. Alton performs services for the related hospitals, home health agency, and the five related long-term care facilities.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Valley Health Enterprises Inc

    C · Home medical equipment · IL

  • SMP Enterprises

    C · Collection Agency · ND

  • Illinois Valley Health Services Inc

    C · Inative · IL

  • IVCH General Professional Liability Loss Fund

    T · Inactive · IL

  • Health Care Building Corp

    C · Inactive · IL

Provenance

Return type
form_990
Tax year
2022
Filed
12 August 2024
IRS schema version
2022v5.0
Source object
202432259349300983

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