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← BENEDICTINE LIVING COMMUNITY OWATONNA

Form 990 for tax year 2024

Filed by BENEDICTINE LIVING COMMUNITY OWATONNA.

Totals

Total revenue
$13,493,088
Total expenses
$12,391,755
Contributions and grants received
$40,106
Grants paid
$100,618
Program service revenue
$12,991,644
Investment income
$37,700
Other revenue
$423,638
Total assets, end of year
$16,102,618
Total liabilities, end of year
$12,451,708
Net assets or fund balances, end of year
$3,650,910
Program services expenses (Part IX)
$10,697,534
Management and general expenses
$1,694,221
Fundraising expenses
$0
Program service expenses (Part III)
$10,697,534

Program services were 86.3% 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.

  • 1d · Related organizations

    $40,106

  • 2a · Program service revenue: RESIDENT SERVICES REVENUE

    total $12,991,644 · related or exempt $12,991,644

  • 3 · Investment income

    total $37,700 · excluded $37,700

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $423,638 · excluded $423,638

  • 11e · Other revenue, total

    $423,638

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $91,329 · program services $91,329

  • 2 · Grants to domestic individuals

    total $9,289 · program services $9,289

  • 7 · Other salaries and wages

    total $5,853,136 · program services $5,451,715 · management and general $401,421

  • 8 · Pension plan contributions

    total $71,962 · program services $71,962

  • 9 · Other employee benefits

    total $716,458 · program services $716,458

  • 10 · Payroll taxes

    total $411,249 · program services $411,249

  • 11a · Fees: management

    total $787,101 · management and general $787,101

  • 11c · Fees: accounting

    total $16,884 · management and general $16,884

  • 11g · Fees: other

    total $1,734,784 · program services $1,672,281 · management and general $62,503

  • 12 · Advertising and promotion

    total $37,525 · management and general $37,525

  • 13 · Office expenses

    total $73,400 · program services $41,344 · management and general $32,056

  • 16 · Occupancy

    total $410,315 · program services $377,743 · management and general $32,572

  • 17 · Travel

    total $22,962 · program services $18,296 · management and general $4,666

  • 20 · Interest

    total $346,949 · program services $346,949

  • 22 · Depreciation, depletion and amortization

    total $490,203 · program services $490,203

  • 23 · Insurance

    total $135,339 · management and general $135,339

  • 24a · Other expenses: SUPPLIES

    total $559,716 · program services $553,306 · management and general $6,410

  • 24b · Other expenses: FOOD

    total $360,119 · program services $360,119

  • 24c · Other expenses: LEASE EXPENSE

    total $73,640 · program services $73,640

  • 24d · Other expenses: TRAINING

    total $11,092 · program services $9,734 · management and general $1,358

  • 24e · All other expenses

    total $178,303 · program services $1,917 · management and general $176,386

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,472,982 · end of year $2,259,960

  • 4 · Accounts receivable

    beginning of year $2,040,730 · end of year $1,767,784

  • 9 · Prepaid expenses and deferred charges

    beginning of year $21,357 · end of year $67,083

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

    $14,563,173

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

    $4,215,602

  • 10c · Land, buildings and equipment, net

    beginning of year $10,683,420 · end of year $10,347,571

  • 14 · Intangible assets

    beginning of year $830,268 · end of year $804,999

  • 15 · Other assets

    beginning of year $801,330 · end of year $855,221

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,008,928 · end of year $906,046

  • 19 · Deferred revenue

    beginning of year $162,656 · end of year $22,946

  • 20 · Tax-exempt bond liabilities

    beginning of year $11,359,044 · end of year $10,799,968

  • 21 · Escrow or custodial account liability

    beginning of year $10,576 · end of year $9,315

  • 23 · Secured mortgages and notes payable

    beginning of year $567,244 · end of year $544,515

  • 25 · Other liabilities

    beginning of year $205,238 · end of year $168,918

  • 27 · Net assets without donor restrictions

    beginning of year $2,460,387 · end of year $3,552,168

  • 28 · Net assets with donor restrictions

    beginning of year $76,014 · end of year $98,742

Mission and programs · 2024

Mission

WE ARE A CATHOLIC, FAITH-BASED ORGANIZATION ENTRUSTED WITH ADVANCING THE LIFE-ENHANCING 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.

  • OPERATION OF BENEDICTINE LIVING COMMUNITY - OWATONNA IS A 79-BED SKILLED NURSING FACILITY IN OWATONNA, MN. THE FACILITY HAD 96.2% OCCUPANCY AND SERVED 593 INDIVIDUALS DURING THE YEAR ENDED 6/30/25.

    Expenses $10,697,534 · Grants $100,618 · Revenue $12,991,644

As filed on the 2024 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
    $1,087,851
    From this org
    $0
    From related orgs
    $913,522
    Other
    $174,329
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $622,686 related
    Bonus
    $0 + $165,481 related
    Other
    $0 + $125,355 related
    Deferred
    $0 + $150,791 related
    Nontaxable benefits
    $0 + $23,538 related
    Filer's total
    $0 + $1,087,851 related

  • Kevin Rymanowski

    CFO OF BHS & TREASURER

    Total calculated
    $600,393
    From this org
    $0
    From related orgs
    $511,297
    Other
    $89,096
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $365,222 related
    Bonus
    $0 + $69,542 related
    Other
    $0 + $76,533 related
    Deferred
    $0 + $68,583 related
    Nontaxable benefits
    $0 + $20,513 related
    Filer's total
    $0 + $600,393 related

  • Jennifer Bruhn

    OPERATIONS VP

    Total calculated
    $285,637
    From this org
    $0
    From related orgs
    $266,863
    Other
    $18,774
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $222,995 related
    Bonus
    $0 + $14,301 related
    Other
    $0 + $29,567 related
    Deferred
    $0 + $8,438 related
    Nontaxable benefits
    $0 + $10,336 related
    Filer's total
    $0 + $285,637 related

  • Lisa Kern

    EXECUTIVE DIRECTOR

    Total calculated
    $154,461
    From this org
    $0
    From related orgs
    $141,470
    Other
    $12,991
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $122,433 related
    Bonus
    $0 + $12,152 related
    Other
    $0 + $6,885 related
    Deferred
    $0 + $3,541 related
    Nontaxable benefits
    $0 + $9,450 related
    Filer's total
    $0 + $154,461 related

  • Karla Gleason

    RN

    Total calculated
    $130,059
    From this org
    $127,941
    From related orgs
    $0
    Other
    $2,118
    Hours/week
    40

  • Wanda Deleon

    CNA-NAR

    Total calculated
    $134,408
    From this org
    $126,802
    From related orgs
    $0
    Other
    $7,606
    Hours/week
    40

  • Jennifer Helgeson

    DON

    Total calculated
    $129,544
    From this org
    $101,309
    From related orgs
    $0
    Other
    $28,235
    Hours/week
    40

  • Anna Draeger

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Jim Oberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jodie Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chris Wolf

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gretchen Gilmore

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Julie Rethemeier

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Matt Kottke

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Patricia Buretta

    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

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • PARK PLACE SENIOR LIVING LLC

    ASSISTED LIVING · MN · income $0 · assets $0

    Directly controlled by KODA LIVING COMMUNITY

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
2024
Filed
6 May 2026
IRS schema version
2024v5.5
Source object
202621279349301842

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