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Nonprofiteer
← ALLEN MEMORIAL HOME INC

Form 990 for tax year 2024

Filed by ALLEN MEMORIAL HOME INC.

Totals

Total revenue
$518,751
Total expenses
$294,357
Contributions and grants received
$246,657
Grants paid
$0
Program service revenue
$0
Investment income
$272,094
Other revenue
$0
Total assets, end of year
$10,997,963
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$10,997,963
Program services expenses (Part IX)
$294,357
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$294,357

Program services were 100.0% 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

    $246,657

  • 3 · Investment income

    total $179,136 · related or exempt $179,136

  • 7a · Gross sales of assets other than inventory

    other assets $92,958

  • 7c · Gain or loss

    other assets $92,958

  • 7d · Net gain or loss

    total $92,958 · excluded $92,958

Functional expenses

Part IX, the statement of functional expenses.

  • 11c · Fees: accounting

    total $1,310 · program services $1,310

  • 11f · Fees: investment management

    total $44,764 · program services $44,764

  • 11g · Fees: other

    total $1,316 · program services $1,316

  • 14 · Information technology

    total $300 · program services $300

  • 17 · Travel

    total $10 · program services $10

  • 24a · Other expenses: CONTRIBUTIONS

    total $246,657 · program services $246,657

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $92,098

  • 7 · Other notes and loans receivable

    beginning of year $2,410,728 · end of year $2,410,728

  • 11 · Investments: publicly traded securities

    beginning of year $7,616,869 · end of year $8,587,235

  • 17 · Accounts payable and accrued expenses

    beginning of year $159

  • 31 · Retained earnings, endowment or other funds

    beginning of year $10,119,536 · end of year $10,997,963

Mission and programs · 2024

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.

Activities or mission (Part I)

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 THOSE WHO SEEK HELP THROUGH CATHOLIC SOCIAL SERVICES OF THE ARCHDIOCESE OF MOBILE.

  • OPERATION OF THE SAINT TERESA OF CALCUTTA ELDERLY SERVICES PROGRAM UNDER THE DIRECTION OF THE CATHOLIC SOCIAL SERVICES OF THE MOBILE CATHOLIC ARCHDIOCESE. TO THIS END ALLEN MEMORIAL HAS PROVIDED FINANCIAL SUPPORT AND DIRECT FUNDING OF THE PROGRAM OF 246,657. DURING THE PAST FISCAL YEAR THE PROGRAM PROVIDED 8,504 DISTINCT SERVICES TO 2,528 ELDERLY AND DISABLED. THESE INCLUDED BUT WERE NOT LIMITED TO HOME VISTS, ASSISTANCE WITH DOCTOR AND HOSPITAL VISITS, PHONE CALLS, TRANSPORTATION, MOBILITY EQUIPMENT, FOOD, HOLIDAY GIFTS AND OTHER SERVICES.

    Expenses $294,357

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Lisa B Hansen

    MEMBER

    Total calculated
    $205,058
    From this org
    $0
    From related orgs
    $198,158
    Other
    $6,900
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $198,158 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $6,900 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $205,058 related

  • Ms Michele C Smith

    SECTY-TREASU

    Total calculated
    $173,917
    From this org
    $0
    From related orgs
    $167,017
    Other
    $6,900
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $167,017 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $6,900 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $173,917 related

  • Marilyn D King

    VICE-PRESIDE

    Total calculated
    $113,989
    From this org
    $0
    From related orgs
    $107,089
    Other
    $6,900
    Hours/week
    2 + 50 related

  • Deacon William J Harkins

    MEMBER

    Total calculated
    $54,320
    From this org
    $0
    From related orgs
    $47,420
    Other
    $6,900
    Hours/week
    2 + 50 related

  • Msgr William J Skoneki

    PRESIDENT

    Total calculated
    $28,824
    From this org
    $0
    From related orgs
    $18,250
    Other
    $10,574
    Hours/week
    2 + 50 related

  • Rev David Tokarz

    MEMBER

    Total calculated
    $26,150
    From this org
    $0
    From related orgs
    $18,600
    Other
    $7,550
    Hours/week
    2 + 50 related

  • Gia S Long

    NEW SECTY-TR

    Total calculated
    $0
    Hours/week
    2 + 50 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.

  • CATHOLIC ARCHDIOCESE OF MOBILE AL

    501C3 · CHURCH · AL

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
7 May 2026
IRS schema version
2024v5.0
Source object
202621279349300922

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