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Nonprofiteer
← ALLEN MEMORIAL HOME INC

Form 990 for tax year 2023

Filed by ALLEN MEMORIAL HOME INC.

Totals

Total revenue
$670,460
Total expenses
$1,320,112
Contributions and grants received
$266,577
Grants paid
$0
Program service revenue
$0
Investment income
$403,883
Other revenue
$0
Total assets, end of year
$10,119,695
Total liabilities, end of year
$159
Net assets or fund balances, end of year
$10,119,536
Program services expenses (Part IX)
$1,320,112
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$1,320,112

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

    $266,577

  • 3 · Investment income

    total $175,299 · related or exempt $175,299

  • 7a · Gross sales of assets other than inventory

    other assets $228,584

  • 7c · Gain or loss

    other assets $228,584

  • 7d · Net gain or loss

    total $228,584 · related or exempt $228,584

Functional expenses

Part IX, the statement of functional expenses.

  • 11c · Fees: accounting

    total $1,315 · program services $1,315

  • 11f · Fees: investment management

    total $48,029 · program services $48,029

  • 11g · Fees: other

    total $2,391 · program services $2,391

  • 14 · Information technology

    total $1,800 · program services $1,800

  • 24a · Other expenses: CONTRIBUTIONS

    total $1,266,577 · program services $1,266,577

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $97,435 · end 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 $7,735,282 · end of year $7,616,869

  • 17 · Accounts payable and accrued expenses

    end of year $159

  • 31 · Retained earnings, endowment or other funds

    beginning of year $10,243,445 · end of year $10,119,536

Mission and programs · 2023

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 THE RESIDENTS OF ALLEN MEMORIAL HOME AND 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 266,577. DURING THE PAST FISCAL YEAR THE PROGRAM PROVIDED 7,472 DISTINCT SERVICES TO 2,288 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 $320,112

  • DURING THE PAST FISCAL YEAR ALLEN MEMORIAL PROVIDED 1,000,000 IN FUNDING FOR THE SUPPORT AND UPKEEP OF CATHOLIC CEMETERIES INC. WHICH INCLUDES THE CATHOLIC CEMETERY OF MOBILE, ALABAMA AND SAINT MARGARETS CEMETERY OF MONTGOMERY, ALABAMA. THESE CEMETERIES WERE FOUNDED IN 1848 AND 1863 RESPECTIVELY WHEN THE CONCEPT OF "PERPETUAL CARE" WAS NOT IN PLACE. THIS HAS LED TO SIGNIFICANT DEFICITS OVER THE YEARS. IN 2017 ALLEN MEMORIAL CONTRIBUTED 890,000 TO ASSIST IN THE MAINTENANCE OF THE CATHOLIC CEMETERY OF MOBILE. THIS ADDITIONAL CONTRIBUTION OF 1,000,000 WILL ALLOW FOR CONTINUING IMPROVEMENTS AND MAINTENANCE FOR BOTH CEMETERIES. IT SHOULD BE NOTED THAT CATHOLIC CEMETERY OF MOBILE IS LISTED ON THE NATIONAL REGISTER OF HISTORICAL PLACES AND IS THE SITE OF OVER 18,000 BURIALS. CEMETERIES LIKE THESE ARE PART OF A CONNECTION WITH THE PAST. THEY REPRESENT A PLACE WHERE ESPECIALLY OUR ELDERS CAN SHARE FAMILY HISTORY AND TRADITIONS.

    Expenses $1,000,000

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

Listed in Part VII

  • Msgr William J Skoneki

    PRESIDENT

    Total calculated
    $33,540
    From this org
    $0
    From related orgs
    $18,250
    Other
    $15,290
    Hours/week
    2 + 50 related

  • Mrs Marilyn King

    VICE PRESIDE

    Total calculated
    $109,942
    From this org
    $0
    From related orgs
    $103,042
    Other
    $6,900
    Hours/week
    2 + 50 related

  • Ms Michele C Smith

    SECTY-TREASU

    Total calculated
    $168,556
    From this org
    $0
    From related orgs
    $161,656
    Other
    $6,900
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $161,656 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported + $6,900 related
    Filer's total
    not reported + $168,556 related

  • Fr David Tokarz

    MEMBER

    Total calculated
    $25,250
    From this org
    $0
    From related orgs
    $17,700
    Other
    $7,550
    Hours/week
    2 + 50 related

  • Lisa B Hansen

    MEMBER

    Total calculated
    $198,057
    From this org
    $0
    From related orgs
    $191,157
    Other
    $6,900
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $191,157 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported + $6,900 related
    Filer's total
    not reported + $198,057 related

  • Deacon Ronnie Hathorne

    MEMBER

    Total calculated
    $17,840
    From this org
    $0
    From related orgs
    $17,840
    Other
    $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
2023
Filed
18 October 2024
IRS schema version
2023v5.0
Source object
202432929349301603

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