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Nonprofiteer
← YOUVILLE HOUSE INC

Form 990 for tax year 2023

Filed by YOUVILLE HOUSE INC.

Totals

Total revenue
$6,760,971
Total expenses
$6,484,881
Contributions and grants received
$13,310
Grants paid
$0
Program service revenue
$6,769,816
Investment income
-$495,238
Other revenue
$473,083
Total assets, end of year
$36,285,362
Total liabilities, end of year
$9,052,985
Net assets or fund balances, end of year
$27,232,377
Program services expenses (Part IX)
$5,436,380
Management and general expenses
$1,048,501
Fundraising expenses
$0
Program service expenses (Part III)
$5,436,380

Program services were 83.8% 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

    $13,310

  • 2a · Program service revenue: Room/residential care

    total $6,425,643 · related or exempt $6,425,643

  • 2b · Program service revenue: Assisted living

    total $260,965 · related or exempt $260,965

  • 2c · Program service revenue: Assessment fees

    total $69,750 · related or exempt $69,750

  • 2d · Program service revenue: Meals and dining

    total $13,458 · related or exempt $13,458

  • 3 · Investment income

    total $377,566 · excluded $377,566

  • 7a · Gross sales of assets other than inventory

    securities $495,310

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

    securities $1,368,114

  • 7c · Gain or loss

    securities -$872,804

  • 7d · Net gain or loss

    total -$872,804 · excluded -$872,804

  • 11a · Other revenue: Gain on debt extinguishment

    total $473,083 · excluded $473,083

  • 11e · Other revenue, total

    $473,083

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $198,254 · program services $155,076 · management and general $43,178

  • 7 · Other salaries and wages

    total $2,677,845 · program services $2,097,816 · management and general $580,029

  • 8 · Pension plan contributions

    total $40,584 · program services $30,697 · management and general $9,887

  • 9 · Other employee benefits

    total $278,857 · program services $210,923 · management and general $67,934

  • 10 · Payroll taxes

    total $212,607 · program services $160,813 · management and general $51,794

  • 11a · Fees: management

    total $295,179 · management and general $295,179

  • 11c · Fees: accounting

    total $500 · management and general $500

  • 11g · Fees: other

    total $508,356 · program services $508,356

  • 12 · Advertising and promotion

    total $49,245 · program services $49,245

  • 13 · Office expenses

    total $243,499 · program services $243,499

  • 16 · Occupancy

    total $371,619 · program services $371,619

  • 17 · Travel

    total $5,348 · program services $5,348

  • 20 · Interest

    total $331,752 · program services $331,752

  • 22 · Depreciation, depletion and amortization

    total $628,976 · program services $628,976

  • 23 · Insurance

    total $54,668 · program services $54,668

  • 24a · Other expenses: Food and dining

    total $374,975 · program services $374,975

  • 24b · Other expenses: Repairs & maintenance

    total $209,017 · program services $209,017

  • 24c · Other expenses: Provision for bad debts

    total $3,600 · program services $3,600

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,322,530 · end of year $2,280,132

  • 2 · Savings and temporary cash investments

    beginning of year $48,881 · end of year $48,954

  • 4 · Accounts receivable

    beginning of year $108,090 · end of year $58,477

  • 8 · Inventories for sale or use

    beginning of year $42,246 · end of year $30,553

  • 9 · Prepaid expenses and deferred charges

    beginning of year $249,943 · end of year $36,144

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

    $19,312,680

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

    $9,501,362

  • 10c · Land, buildings and equipment, net

    beginning of year $9,883,396 · end of year $9,811,318

  • 12 · Investments: other securities

    beginning of year $20,220,084 · end of year $23,128,194

  • 15 · Other assets

    beginning of year $1,080,653 · end of year $891,590

  • 17 · Accounts payable and accrued expenses

    beginning of year $446,813 · end of year $516,323

  • 19 · Deferred revenue

    beginning of year $15,209 · end of year $15,209

  • 23 · Secured mortgages and notes payable

    beginning of year $8,655,213

  • 25 · Other liabilities

    beginning of year $285,720 · end of year $8,521,453

  • 27 · Net assets without donor restrictions

    beginning of year $20,230,865 · end of year $23,950,014

  • 28 · Net assets with donor restrictions

    beginning of year $3,322,003 · end of year $3,282,363

Mission and programs · 2023

Mission

Youville House is a catholic health ministry, providing healing and care for the whole person, in service to all in our communities. Youville House's core values are compassion, integrity, collaboration and excellence. Youville House is grounded in the spirit of St. Marguerite d'Youville, Foundress of the Sisters of Charity of Montreal, the "Grey Nuns".

Activities or mission (Part I)

To provide healing and care for the whole person, in service to all in our communities.

  • The organization provided 27,078 days of residential assisted living services to the elderly from all economic, religious and ethnic backgrounds. Youville House follows the methodology that is recommended by the Catholic Health Association for calculating the cost of support for the broader community. In the methodology, the cost of providing services is reduced by payments received for services resulting in a net cost. It is the net cost of programs directed to the needy compared to the actual reimbursement for those services. Youville House had a total community benefit of $605,247, of which $580,838 were rents subsidized by the Organization. These figures are 9.33% and 8.96% of operating expenses for the year of this return, respectively.

    Expenses $5,436,380 · Revenue $6,769,816

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Nicole Breslin

    President & CEO (end 7/2023)

    Total calculated
    $101,257
    From this org
    $97,312
    From related orgs
    $0
    Other
    $3,945
    Hours/week
    20 + 20 related

  • Kristine DiFiore

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Thomas Gibson

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mary Lynne Hedley

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Frances Medaglia

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Alon Neidich

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Suzanne Perry

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Lesley Adkison

    Chair

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Joseph E Connarton

    Treasurer and Clerk

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Joanne Scianna

    COO; Interim President (eff. 7/2023)

    Total calculated
    $191,960
    From this org
    $0
    From related orgs
    $176,683
    Other
    $15,277
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $173,401 related
    Bonus
    $0
    Other
    $0 + $3,282 related
    Deferred
    $0 + $5,275 related
    Nontaxable benefits
    $0 + $10,002 related
    Filer's total
    $0 + $191,960 related

  • Bianca Medeiros

    Interim COO

    Total calculated
    $96,997
    From this org
    $92,219
    From related orgs
    $0
    Other
    $4,778
    Hours/week
    20 + 20 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

  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 3
Any compensation paid to the trustees, directors, officers or key employees of the Organization is subject to the oversight and decisions of Covenant Health, a related tax-exempt organization. Every two-to-three years the Compensation Committee of the Covenant Health Board of Directors engages an external consultant to provide competitive market data from various survey sources, which is then used to develop recommendations for changes to the compensation program. Since 2003, the Compensation Committee has engaged a human resources consultant to conduct this analysis. Objectives of the analysis are to assess the compositeness of the total cash compensation levels of the senior leadership team, develop market based competitive salary ranges for all executive positions, and ensure that the annual incentive opportunities, if there are any, are competitive and reasonable.
Part I, Line 7
A Compensation Committee recommends the variable pay award that may be issued to qualifying employees and officers. The payment of the award is discretionary and is subject to meeting the pre-determined goals of the Organization.

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.

  • Campus Holding

    C · Holding company · ME

  • Covenant Health Insurance LTD

    C · Self-insurance company · CJ

  • GNM Corporation

    C · Real estate holding company · NH

  • SJ Physicians Services

    C · Physician practice · NH

  • St Joseph Corporate Services Inc

    C · Holding company · NH

  • Strauss Incorporated

    C · Repairs and transcriptions · ME

Provenance

Return type
form_990
Tax year
2023
Filed
6 November 2024
IRS schema version
2023v5.1
Source object
202433199349304698

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