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Nonprofiteer
← BENEDICTINE SENIOR LIVING COMMUNITY OF ST PETER

Form 990 for tax year 2023

Filed by BENEDICTINE SENIOR LIVING COMMUNITY OF ST PETER.

Totals

Total revenue
$2,676,451
Total expenses
$2,951,708
Contributions and grants received
$0
Grants paid
$8,040
Program service revenue
$2,670,813
Investment income
$3,002
Other revenue
$2,636
Total assets, end of year
$6,549,759
Total liabilities, end of year
$8,466,722
Net assets or fund balances, end of year
-$1,916,963
Program services expenses (Part IX)
$2,166,473
Management and general expenses
$785,235
Fundraising expenses
$0
Program service expenses (Part III)
$2,166,473

Program services were 73.4% 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: RESIDENTIAL SERVICES

    total $2,670,813 · related or exempt $2,670,813

  • 3 · Investment income

    total $3,002 · excluded $3,002

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $2,636 · excluded $2,636

  • 11e · Other revenue, total

    $2,636

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $8,040 · program services $8,040

  • 7 · Other salaries and wages

    total $1,027,545 · program services $816,095 · management and general $211,450

  • 8 · Pension plan contributions

    total $14,390 · program services $14,390

  • 9 · Other employee benefits

    total $141,326 · program services $141,326

  • 10 · Payroll taxes

    total $72,734 · program services $72,734

  • 11a · Fees: management

    total $152,580 · management and general $152,580

  • 11c · Fees: accounting

    total $6,095 · management and general $6,095

  • 11g · Fees: other

    total $157,247 · program services $147,086 · management and general $10,161

  • 12 · Advertising and promotion

    total $42,714 · management and general $42,714

  • 13 · Office expenses

    total $16,816 · program services $3,873 · management and general $12,943

  • 16 · Occupancy

    total $401,057 · program services $390,805 · management and general $10,252

  • 17 · Travel

    total $7,143 · program services $3,288 · management and general $3,855

  • 20 · Interest

    total $369,466 · program services $369,466

  • 22 · Depreciation, depletion and amortization

    total $257,281 · program services $8,248 · management and general $249,033

  • 23 · Insurance

    total $69,789 · management and general $69,789

  • 24a · Other expenses: FOOD

    total $143,566 · program services $143,566

  • 24b · Other expenses: SUPPLIES

    total $38,689 · program services $34,053 · management and general $4,636

  • 24c · Other expenses: EQUIPMENT LEASES

    total $9,651 · program services $9,651

  • 24d · Other expenses: TRAINING

    total $3,116 · program services $2,182 · management and general $934

  • 24e · All other expenses

    total $12,463 · program services $1,670 · management and general $10,793

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $64,575 · end of year $910,432

  • 4 · Accounts receivable

    beginning of year $72,203 · end of year $107,036

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,728 · end of year $0

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

    $8,998,228

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

    $3,435,349

  • 10c · Land, buildings and equipment, net

    beginning of year $5,620,331 · end of year $5,562,879

  • 15 · Other assets

    beginning of year $66,410 · end of year -$30,588

  • 17 · Accounts payable and accrued expenses

    beginning of year $50,814 · end of year -$4,835

  • 20 · Tax-exempt bond liabilities

    beginning of year $6,517,463 · end of year $6,505,777

  • 23 · Secured mortgages and notes payable

    beginning of year $56,705 · end of year $56,705

  • 25 · Other liabilities

    beginning of year $850,971 · end of year $1,909,075

  • 27 · Net assets without donor restrictions

    beginning of year -$1,641,706 · end of year -$1,916,963

Mission and programs · 2023

Mission

WE ARE A CATHOLIC, FAITH-BASED ORGANIZATION ENTRUSTED WITH ADVANCING THE LIFE-ENAHANCING SENIOR CARE MINISTRY OF THE BENEDICTINE SISTERS OF DULUTH, MINNESOTA. WE WITNESS TO GOD'S LOVE BY CREATING INCLUSIVE COMMUNITIES, SUPPORTING THOSE WE SERVE TO LIVE WELL AND WITH PURPOSE, WITH SPECIAL CONCERN FOR THE UNDERSERVED.

Activities or mission (Part I)

OUR MISSION IS TO WITNESS TO GOD'S LOVE BY PROVIDING COMPASSIONATE, QUALITY CARE WITH SPECIAL CONCERN FOR THE UNDERSERVED AND THOSE IN NEED.

  • OPERATION OF BENEDICTINE COURT, A 46-UNIT ASSISTED LIVING FACILITY IN ST. PETER, MINNESOTA AND BENEDICTINE HERITAGE MEADOWS, A 28-UNIT INDEPENDENT LIVING FACILITY IN ST. PETER, MINNESOTA. THE FACILITIES HAD A COMBINED 88.9% OCCUPANCY AND SERVED 92 INDIVIDUALS DURING THE FISCAL YEAR ENDING 6/30/24.

    Expenses $2,166,473 · Grants $8,040 · Revenue $2,670,813

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

Listed in Part VII

  • Jerry Carley

    CEO OF BHS

    Total calculated
    $810,820
    From this org
    $0
    From related orgs
    $667,942
    Other
    $142,878
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $552,140 related
    Bonus
    $0
    Other
    $0 + $115,802 related
    Deferred
    $0 + $137,098 related
    Nontaxable benefits
    $0 + $5,780 related
    Filer's total
    $0 + $810,820 related

  • Kevin Rymanowski

    CFO OF BHS

    Total calculated
    $431,442
    From this org
    $0
    From related orgs
    $412,129
    Other
    $19,313
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $357,952 related
    Bonus
    $0
    Other
    $0 + $54,177 related
    Deferred
    $0 + $15,021 related
    Nontaxable benefits
    $0 + $4,292 related
    Filer's total
    $0 + $431,442 related

  • Briana Sturm

    VP OF BHS

    Total calculated
    $152,493
    From this org
    $0
    From related orgs
    $144,632
    Other
    $7,861
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $144,434 related
    Bonus
    $0
    Other
    $0 + $198 related
    Deferred
    $0 + $5,771 related
    Nontaxable benefits
    $0 + $2,090 related
    Filer's total
    $0 + $152,493 related

  • Alan Bray

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Kristen Holland

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Doug Minter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marilyn Rundell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rosemary Christenson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Harold Hunt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mary Hildebrandt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Teresa Hildebrandt

    EXECUTIVE DIRECTOR

    Total calculated
    $119,889
    From this org
    $0
    From related orgs
    $110,152
    Other
    $9,737
    Hours/week
    10 + 30 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

The filer's explanations (Part III)

PART III - ADDITIONAL INFORMATION
BENEDICTINE HEALTH SYSTEM'S (EIN: 41-1531892) CEO, JERRY CARLEY, SHARE THEIR TIME BETWEEN THE REPORTING ORGANIZATION AND RELATED ORGANIZATIONS. THE CEO IS COMPENSATED BY BENEDICTINE HEALTH SYSTEM, A RELATED ORGANIZATION. THIS ORGANIZATION USES THE FOLLOWING TO SET CEO/ ADMINISTRATIVE COMPENSATIONS: 1. COMPENSATION COMMITTEE 2. INDEPENDENT COMPENSATION CONSULTANT 3. WRITTEN EMPLOYMENT CONTRACT 4. COMPENSATION SURVEY OR STUDY 5. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

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

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.

  • BENEDICTINE GROUP SELF-INSURANCE ASSOCIATION

    S · WORKERS' COMPENSATION PROGRAM · MN

Provenance

Return type
form_990
Tax year
2023
Filed
26 April 2025
IRS schema version
2023v6.0
Source object
202541209349300734

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