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Nonprofiteer
← UNITED STATES CATHOLIC CONFERENCE

Form 990 for tax year 2023

Filed by UNITED STATES CATHOLIC CONFERENCE.

Totals

Total revenue
$4,319,640
Total expenses
$5,135,704
Contributions and grants received
$437,950
Grants paid
$0
Program service revenue
$3,748,344
Investment income
$60,281
Other revenue
$73,065
Total assets, end of year
$6,669,225
Total liabilities, end of year
$991,407
Net assets or fund balances, end of year
$5,677,818
Program services expenses (Part IX)
$4,284,006
Management and general expenses
$600,046
Fundraising expenses
$251,652
Program service expenses (Part III)
$4,284,006

Program services were 83.4% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $10,000

  • 1e · Government grants (contributions)

    $104,881

  • 1f · All other contributions, gifts and grants

    $323,069

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Resident Fees

    total $3,291,062 · related or exempt $3,291,062 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Care Services

    total $457,282 · related or exempt $457,282 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $28,062 · related or exempt $28,062 · unrelated business $0 · excluded $0

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

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $0 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 7a · Gross sales of assets other than inventory

    securities $121,914 · other assets $0

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

    securities $89,695 · other assets $0

  • 7c · Gain or loss

    securities $32,219 · other assets $0

  • 7d · Net gain or loss

    total $32,219 · related or exempt $0 · unrelated business $0 · excluded $32,219

  • 8a · Fundraising events: gross income

    $120,154

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 8b · Fundraising events: direct expenses

    $47,089

  • 8c · Net income from fundraising events

    total $73,065 · unrelated business $0 · excluded $73,065

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $108,555 · program services $44,073 · management and general $54,277 · fundraising $10,205

  • 7 · Other salaries and wages

    total $2,649,946 · program services $2,243,453 · management and general $241,933 · fundraising $164,560

  • 8 · Pension plan contributions

    total $87,636 · program services $66,329 · management and general $15,657 · fundraising $5,650

  • 9 · Other employee benefits

    total $340,316 · program services $259,095 · management and general $59,397 · fundraising $21,824

  • 10 · Payroll taxes

    total $191,927 · program services $158,555 · management and general $28,267 · fundraising $5,105

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $14,800 · management and general $14,800

  • 11f · Fees: investment management

    total $4,733 · management and general $4,733

  • 11g · Fees: other

    total $281,467 · program services $235,546 · management and general $32,117 · fundraising $13,804

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $356,586 · program services $308,580 · management and general $17,502 · fundraising $30,504

  • 14 · Information technology

    total $27,840 · program services $27,840

  • 16 · Occupancy

    total $157,426 · program services $143,004 · management and general $14,422

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $5,527 · program services $5,527

  • 22 · Depreciation, depletion and amortization

    total $503,906 · program services $478,711 · management and general $25,195

  • 23 · Insurance

    total $59,061 · program services $53,155 · management and general $5,906

  • 24a · Other expenses: Food and Beverages Dietary

    total $227,015 · program services $227,015 · management and general $0 · fundraising $0

  • 24b · Other expenses: Member Assessment

    total $32,500 · program services $32,500 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $86,463 · program services $623 · management and general $85,840

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $224,310 · end of year $136,668

  • 3 · Pledges and grants receivable

    beginning of year $5,322 · end of year $5,423

  • 4 · Accounts receivable

    beginning of year $509,916 · end of year $633,219

  • 8 · Inventories for sale or use

    beginning of year $28,554 · end of year $29,412

  • 9 · Prepaid expenses and deferred charges

    beginning of year $8,755 · end of year $18,348

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

    $10,490,658

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

    $5,712,704

  • 10c · Land, buildings and equipment, net

    beginning of year $5,141,658 · end of year $4,777,954

  • 11 · Investments: publicly traded securities

    beginning of year $1,630,529 · end of year $1,068,201

  • 17 · Accounts payable and accrued expenses

    beginning of year $777,404 · end of year $784,209

  • 19 · Deferred revenue

    beginning of year $42,874 · end of year $65,156

  • 24 · Unsecured notes and loans payable

    beginning of year $280,515 · end of year $142,042

  • 27 · Net assets without donor restrictions

    beginning of year $6,052,886 · end of year $5,271,672

  • 28 · Net assets with donor restrictions

    beginning of year $395,365 · end of year $406,146

Mission and programs · 2023

Mission

WE ARE DEVOTED TO PROVIDING PREMIER RESIDENTIAL LIVING AND COMMUNITY OUTREACH SERVICES. THROUGH OUR FAITH-BASED VALUES, WE AFFIRM THE INTEGRITY OF EACH PERSON AND ENCOURAGE THEM ON THEIR JOURNEY OF AGING.

Activities or mission (Part I)

LIGHT OF HEARTS VILLA (LOHV) IS A NONPROFIT ASSISTED LIVING AND MEMORY CARE COMMUNITY IN BEDFORD, OHIO, OFFERING SENIOR LIVING SERVICES ROOTED IN THE VINCENTIAN VALUES OF COMPASSION AND SERVICE. SINCE 1989, LOHV HAS BEEN A TRUSTED HAVEN FOR OLDER ADULTS, DELIVERING PERSONALIZED CARE WITHIN A SUPPORTIVE, FAMILY-LIKE CULTURE. SPONSORED BY THE SISTERS OF CHARITY HEALTH SYSTEM, WE ARE COMMITTED TO PROVIDING A WELCOMING, TRANSPARENT ENVIRONMENT WHERE RESIDENTS AND THEIR FAMILIES FEEL AT HIME AND WELL-INFORMED AT EVERY STEP. AT LOHV, WE OFFER A RANGE OF SERVICES DESIGNED TO MEET THE UNIQUE NEEDS OF OUR RESIDENTS, INCLUDING SPECIALIZED MEMORY CARE FOR THOSE WITH ALZHEIMER'S AND DEMENTIA, AS WELL AS HOLISTIC PROGRAMS THAT PROMTOE PHYSICAL, EMOTIONAL, AND SPIRITUAL WILL-BEING. OUR CARING STAFF IS DEDICATED TO CREATING A WARM, FAMILY-ORIENTED ATMOSPHERE THAT EMPHASIZES INDIVIDUALIZED ATTENTION, ENSURING EACH RESIDENT FEELS VALUED AND SUPPORTED.

  • LIGHT OF HEARTS VILLA (THE VILLA) IS A RETIREMENT COMMUNITY PROVIDING ASSISTED LIVING AND MEMORY CARE SERVICES IN BEDFORD OHIO. IN 2023 THE VILLA PROVIDED 27,157 ASSISTED LIVING CARE DAYS. THE VILLA ALSO PROVIDES A VARIETY OF FOOD AND SOCIAL SERVICES TO THOSE IN THE SURROUNDING COMMUNITY.

    Expenses $4,284,006 · Revenue $3,748,344

As filed on the 2023 return.

Listed in Part VII

  • Melissa Rogers

    DIRECTOR

    Total calculated
    $540,470
    From this org
    $0
    From related orgs
    $460,450
    Other
    $80,020
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $455,930 related
    Bonus
    $0
    Other
    $0 + $4,520 related
    Deferred
    $0 + $53,700 related
    Nontaxable benefits
    $0 + $26,320 related
    Filer's total
    $0 + $540,470 related

  • Breanne Cavileer

    EXECUTIVE DIRECTOR

    Total calculated
    $133,905
    From this org
    $0
    From related orgs
    $108,555
    Other
    $25,350
    Hours/week
    40

  • Dr Victor Demarco

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sr Regina Fierman Csa

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Adam Gockowski

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Judy Kreye

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sr Anita Maroun

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Patrick Melnick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Becky Paumier

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Jane Soposky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Beth Wiblin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mike Wisnor

    RESIGNED 05/23/2023

    Total calculated
    $0
    Hours/week
    1

  • Norman Bolden MD

    DIRECTOR (06/26/23-12/31/23)

    Total calculated
    $0
    Hours/week
    1

  • Perdell Richardson

    DIRECTOR (06/26/23-12/31-23)

    Total calculated
    $0
    Hours/week
    1

  • Margie Orth

    DIRECTOR (06/23-23-12/31/23)

    Total calculated
    $0
    Hours/week
    1

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)

Schedule J, Part I, Line 4
SCHS EXECUTIVE STAFF WERE ELIGIBLE FOR A DISTRIBUTION THROUGH A NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP), MELISSA ROGERS RECEIVED $26,320.

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.

  • ST VINCENT MEDICAL GROUP

    C · MEDICAL SERVICES · OH · controlled entity

    Directly controlled by SVCMC

  • SCHS INSURANCE CO LTD

    C · INSURANCE · CJ · controlled entity

    Directly controlled by SCHS

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.0
Source object
202433189349306723

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