Totals
- Total revenue
- $14,808,602
- Total expenses
- $17,642,829
- Contributions and grants received
- $833,489
- Grants paid
- $0
- Program service revenue
- $13,149,198
- Investment income
- $675,247
- Other revenue
- $150,668
- Total assets, end of year
- $50,227,776
- Total liabilities, end of year
- $19,942,649
- Net assets or fund balances, end of year
- $30,285,127
- Program services expenses (Part IX)
- $14,634,430
- Management and general expenses
- $2,941,947
- Fundraising expenses
- $66,452
- Program service expenses (Part III)
- $14,634,430
Program services were 82.9% 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.
-
1c · Fundraising events
$86,519
-
1e · Government grants (contributions)
$131,962
-
1f · All other contributions, gifts and grants
$615,008
-
2a · Program service revenue: RESIDENT CARE
total $13,149,198 · related or exempt $13,149,198
-
3 · Investment income
total $546,212 · excluded $546,212
-
6a · Gross rents
real property $438,157
-
6b · Less rental expenses
real property $436,582
-
6c · Rental income or loss
real property $1,575
-
6d · Net rental income or loss
total $1,575 · excluded $1,575
-
7a · Gross sales of assets other than inventory
securities $129,035
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $129,035
-
7d · Net gain or loss
total $129,035 · excluded $129,035
-
8a · Fundraising events: gross income
$17,280
-
8a · Fundraising events: contributions included on line 1c
$86,519
-
8b · Fundraising events: direct expenses
$54,836
-
8c · Net income from fundraising events
total -$37,556 · excluded -$37,556
-
11a · Other revenue: MISCELLANEOUS REVENUE
total $186,649 · related or exempt $186,649
-
11e · Other revenue, total
$186,649
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $358,153 · management and general $358,153
-
7 · Other salaries and wages
total $7,673,141 · program services $6,363,707 · management and general $1,266,699 · fundraising $42,735
-
8 · Pension plan contributions
total $232,687 · program services $185,754 · management and general $45,686 · fundraising $1,247
-
9 · Other employee benefits
total $1,547,245 · program services $1,282,813 · management and general $255,817 · fundraising $8,615
-
10 · Payroll taxes
total $557,695 · program services $445,206 · management and general $109,499 · fundraising $2,990
-
11b · Fees: legal
total $81,811 · management and general $81,811
-
11c · Fees: accounting
total $102,590 · management and general $102,590
-
11f · Fees: investment management
total $45,000 · management and general $45,000
-
11g · Fees: other
total $966,650 · program services $927,853 · management and general $38,797
-
12 · Advertising and promotion
total $180,219 · management and general $180,219
-
13 · Office expenses
total $163,636 · program services $89,721 · management and general $72,595 · fundraising $1,320
-
14 · Information technology
total $16,172 · management and general $16,172
-
16 · Occupancy
total $842,095 · program services $842,095
-
17 · Travel
total $22,865 · program services $6,907 · management and general $15,491 · fundraising $467
-
19 · Conferences, conventions and meetings
total $5,703 · program services $5,010 · management and general $693
-
20 · Interest
total $285,462 · program services $285,462
-
22 · Depreciation, depletion and amortization
total $1,313,172 · program services $1,313,172
-
23 · Insurance
total $393,777 · program services $393,777
-
24a · Other expenses: REPAIRS & MAINTENANCE
total $980,992 · program services $694,032 · management and general $286,960
-
24b · Other expenses: THERAPY EXPENSE
total $580,945 · program services $580,945
-
24c · Other expenses: DIETARY
total $566,893 · program services $566,893
-
24d · Other expenses: MEDICAL SUPPLIES
total $444,364 · program services $444,364
-
24e · All other expenses
total $281,562 · program services $206,719 · management and general $65,765 · fundraising $9,078
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $94,946 · end of year $112,359
-
2 · Savings and temporary cash investments
beginning of year $2,880,311 · end of year $3,835,523
-
4 · Accounts receivable
beginning of year $6,476,745 · end of year $3,962,226
-
8 · Inventories for sale or use
beginning of year $63,202 · end of year $64,930
-
9 · Prepaid expenses and deferred charges
beginning of year $190,920 · end of year $194,547
-
10a · Land, buildings and equipment: cost or other basis
$52,775,851
-
10b · Land, buildings and equipment: accumulated depreciation
$30,451,184
-
10c · Land, buildings and equipment, net
beginning of year $21,675,940 · end of year $22,324,667
-
12 · Investments: other securities
beginning of year $23,202,227 · end of year $18,665,560
-
15 · Other assets
beginning of year $9,476 · end of year $1,067,964
-
17 · Accounts payable and accrued expenses
beginning of year $1,357,019 · end of year $2,222,024
-
19 · Deferred revenue
beginning of year $454,193 · end of year $513,159
-
20 · Tax-exempt bond liabilities
beginning of year $10,109,833 · end of year $9,817,595
-
25 · Other liabilities
beginning of year $6,702,371 · end of year $7,389,871
-
27 · Net assets without donor restrictions
beginning of year $34,071,361 · end of year $28,381,003
-
28 · Net assets with donor restrictions
beginning of year $1,898,990 · end of year $1,904,124
Mission and programs · 2022
Mission
FOUNDED BY THE SISTERS OF ST. JOSEPH AND OPERATED IN THE CATHOLIC TRADITION, SAINT MARY'S HOME OF ERIE IS COMMITTED TO AN ENVIRONMENT OF LOVING TO CARE WHERE PRIMARILY SENIORS, THEIR FAMILIES, STAFF AND VOLUNTEERS PARTICIPATE IN FOSTERING AN ATMOSPHERE OF COMMUNITY.
-
TO PROVIDE FOR THE PHYSICAL, PSYCHOLOGICAL, SOCIAL AND SPIRITUAL NEEDS OF SENIOR MEMBERS OF SOCIETY IN RETIREMENT, RESIDENTIAL, NURSING HOME, COMMUNITY, CONTINUING CARE RETIREMENT COMMUNITY (CCRC) AND RELATED SETTINGS. THE FACILITIES INCLUDE 219 LONG TERM BEDS, 295 PERSONAL CARE/ INDEPENDENT LIVING BEDS, AND INDEPENDENT LIVING INCLUDING 26 CARRIAGE HOMES AND 60 APARTMENTS.
Expenses $14,634,430 · Revenue $13,335,847
As filed on the 2022 return.
Listed in Part VII
-
Allen L BonaceALLEN L BONACE
PRESIDENT/CEO
- Total calculated
- $245,372
- From this org
- $204,477
- From related orgs
- $0
- Other
- $40,895
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $194,850
- Bonus
- $3,025
- Other
- $6,602
- Deferred
- $0
- Nontaxable benefits
- $40,895
- Filer's total
- $245,372
-
Christopher CoughlinCHRISTOPHER COUGHLIN
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 2
-
Ron SeigleyRON SEIGLEY
VICE CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 2
-
Shawn Emerson CPASHAWN EMERSON CPA
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Austin John BruggerAUSTIN JOHN BRUGGER
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Andrew M Schmidt EsqANDREW M SCHMIDT ESQ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Bridget Power BarberBRIDGET POWER BARBER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Rev Thomas BrooksREV THOMAS BROOKS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sr Mary DrexlerSR MARY DREXLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robert Gerard EkROBERT GERARD EK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mary ZennerMARY ZENNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jane M Kelsey CPAJANE M KELSEY CPA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Larry W RobertsLARRY W ROBERTS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Debbie A BurbulesDEBBIE A BURBULES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mary CandelaMARY CANDELA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Annie T FrewANNIE T FREW
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sue HauberSUE HAUBER
CFO
- Total calculated
- $94,080
- From this org
- $93,984
- From related orgs
- $0
- Other
- $96
- Hours/week
- 40
-
Mary VeneziaMARY VENEZIA
ADMINISTRATOR, ASBURY
- Total calculated
- $135,306
- From this org
- $112,755
- From related orgs
- $0
- Other
- $22,551
- Hours/week
- 40
-
Angel GomezANGEL GOMEZ
NURSE
- Total calculated
- $123,322
- From this org
- $102,768
- From related orgs
- $0
- Other
- $20,554
- Hours/week
- 40
-
Amy ErdelyAMY ERDELY
IT DIRECTOR
- Total calculated
- $121,860
- From this org
- $101,550
- From related orgs
- $0
- Other
- $20,310
- Hours/week
- 40
-
Debbie BaerDEBBIE BAER
CCO
- Total calculated
- $105,778
- From this org
- $105,682
- From related orgs
- $0
- Other
- $96
- Hours/week
- 40
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
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
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.
-
SISTERS OF ST JOSEPH OF NORTHWESTERN PA
501(C)(3) · CATHOLIC RELIGIOUS ORDER OF WOMEN WHO WORK TO IMPROVE LIVES OF OTHERS · PA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 11 July 2023
- IRS schema version
- 2022v5.0
- Source object
- 202301959349300820
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