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← HOLY FAMILY VILLA

Form 990 for tax year 2023

Filed by HOLY FAMILY VILLA.

Totals

Total revenue
$2,371,379
Total expenses
$17,105
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$7
Other revenue
$2,371,372
Total assets, end of year
$6,916,798
Total liabilities, end of year
$20,761,640
Net assets or fund balances, end of year
-$13,844,842
Program services expenses (Part IX)
$0
Management and general expenses
$17,105
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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.

  • 3 · Investment income

    total $7 · excluded $7

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

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: Employee Retention Tax Credits

    total $1,289,219 · related or exempt $1,289,219

  • 11b · Other revenue: Reversal of Wind Down Costs

    total $1,082,153 · related or exempt $1,082,153

  • 11e · Other revenue, total

    $2,371,372

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total -$11,083 · management and general -$11,083

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total -$12,718 · management and general -$12,718

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $118 · management and general $118

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $30,000 · management and general $30,000

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $2,750 · management and general $2,750

  • 24a · Other expenses: Bank Fees

    total $8,027 · management and general $8,027

  • 24b · Other expenses: Miscellaneous

    total $11 · management and general $11

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $24,148 · end of year $20,017

  • 2 · Savings and temporary cash investments

    end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $7,895,340 · end of year $6,896,781

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,000 · end of year $1,522

  • 23 · Secured mortgages and notes payable

    beginning of year $1,297,089 · end of year $1,297,089

  • 24 · Unsecured notes and loans payable

    beginning of year $21,147,342 · end of year $18,901,047

  • 25 · Other liabilities

    beginning of year $2,061,012 · end of year $561,982

  • 27 · Net assets without donor restrictions

    beginning of year -$16,588,955 · end of year -$13,844,842

Mission and programs · 2023

Mission

For seniors who are unable to live alone, Catholic Charities provided fully licensed nursing home with a round-the-clock nursing staff. The Home offered physical therapy, occupational therapy, speech therapy, social services, pastoral care, and nutritious meals. It had a wide variety of social and recreational activities for each level of care.

Activities or mission (Part I)

To provide 24 hour skilled nursing for the aged and short term rehabilitation.

  • The Skilled Nursing and Rehab program of Holy Family Villa ceased operations on November 1, 2021 with a sale to an unrelated third party.

As filed on the 2023 return.

Listed in Part VII

  • Sally Blount

    Chairman

    Total calculated
    $376,171
    From this org
    $0
    From related orgs
    $369,084
    Other
    $7,087
    Hours/week
    1 + 35 related

    Schedule J breakdown matched by us

    Base
    not reported + $367,500 related
    Bonus
    not reported
    Other
    not reported + $1,584 related
    Deferred
    not reported + $5,160 related
    Nontaxable benefits
    not reported + $1,927 related
    Filer's total
    not reported + $376,171 related

  • Elida Hernandez

    Treasurer

    Total calculated
    $306,724
    From this org
    $0
    From related orgs
    $262,994
    Other
    $43,730
    Hours/week
    1 + 35 related

    Schedule J breakdown matched by us

    Base
    not reported + $261,922 related
    Bonus
    not reported
    Other
    not reported + $1,072 related
    Deferred
    not reported + $32,885 related
    Nontaxable benefits
    not reported + $10,845 related
    Filer's total
    not reported + $306,724 related

  • Maria Simon

    Secretary

    Total calculated
    $277,920
    From this org
    $0
    From related orgs
    $235,251
    Other
    $42,669
    Hours/week
    1 + 35 related

    Schedule J breakdown matched by us

    Base
    not reported + $234,250 related
    Bonus
    not reported
    Other
    not reported + $1,001 related
    Deferred
    not reported + $10,854 related
    Nontaxable benefits
    not reported + $31,815 related
    Filer's total
    not reported + $277,920 related

  • James Cunnea

    Vice Chairman

    Total calculated
    $223,425
    From this org
    $0
    From related orgs
    $181,574
    Other
    $41,851
    Hours/week
    1 + 35 related

    Schedule J breakdown matched by us

    Base
    not reported + $88,857 related
    Bonus
    not reported
    Other
    not reported + $92,717 related
    Deferred
    not reported + $24,845 related
    Nontaxable benefits
    not reported + $17,006 related
    Filer's total
    not reported + $223,425 related

  • Michael Monticello

    Director

    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

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

Answered no

  • 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.

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202403189349300715

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