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← LIVING COMMUNITY OF ST JOSEPH

Form 990 for tax year 2024

Filed by LIVING COMMUNITY OF ST JOSEPH.

Totals

Total revenue
$14,603,822
Total expenses
$15,398,743
Contributions and grants received
$11,639
Grants paid
$54,356
Program service revenue
$14,468,427
Investment income
$112,638
Other revenue
$11,118
Total assets, end of year
$21,076,652
Total liabilities, end of year
$41,743,769
Net assets or fund balances, end of year
-$20,667,117
Program services expenses (Part IX)
$12,392,846
Management and general expenses
$3,005,897
Fundraising expenses
$0
Program service expenses (Part III)
$12,392,846

Program services were 80.5% 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

    $11,639

  • 2a · Program service revenue: RESIDENT REVENUE

    total $14,468,427 · related or exempt $14,468,427

  • 3 · Investment income

    total $112,638 · excluded $112,638

  • 11a · Other revenue: MISCELLANEOUS

    total $11,118 · excluded $11,118

  • 11e · Other revenue, total

    $11,118

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $53,056 · program services $53,056

  • 2 · Grants to domestic individuals

    total $1,300 · program services $1,300

  • 7 · Other salaries and wages

    total $7,181,449 · program services $6,398,384 · management and general $783,065

  • 8 · Pension plan contributions

    total $84,634 · program services $84,634

  • 9 · Other employee benefits

    total $949,545 · program services $949,545

  • 10 · Payroll taxes

    total $514,928 · program services $514,928

  • 11a · Fees: management

    total $636,801 · management and general $636,801

  • 11b · Fees: legal

    total $11,347 · management and general $11,347

  • 11c · Fees: accounting

    total $24,914 · management and general $24,914

  • 11g · Fees: other

    total $1,186,034 · program services $1,025,468 · management and general $160,566

  • 12 · Advertising and promotion

    total $148,430 · management and general $148,430

  • 13 · Office expenses

    total $58,235 · program services $32,935 · management and general $25,300

  • 16 · Occupancy

    total $731,439 · program services $649,329 · management and general $82,110

  • 17 · Travel

    total $30,337 · program services $2,561 · management and general $27,776

  • 20 · Interest

    total $927,977 · program services $927,977

  • 22 · Depreciation, depletion and amortization

    total $777,174 · program services $20,842 · management and general $756,332

  • 23 · Insurance

    total $278,690 · management and general $278,690

  • 24a · Other expenses: SUPPLIES

    total $755,087 · program services $726,740 · management and general $28,347

  • 24b · Other expenses: FOOD

    total $490,151 · program services $490,151

  • 24c · Other expenses: LICENSE SURCHARGE

    total $425,982 · program services $425,982

  • 24d · Other expenses: EQUIPMENT LEASE

    total $69,712 · program services $69,712

  • 24e · All other expenses

    total $61,521 · program services $19,302 · management and general $42,219

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $299,538 · end of year $382,586

  • 4 · Accounts receivable

    beginning of year $1,083,017 · end of year $1,025,336

  • 8 · Inventories for sale or use

    beginning of year $37,656 · end of year $72,452

  • 9 · Prepaid expenses and deferred charges

    beginning of year $21,240 · end of year $1,151

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

    $32,004,855

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

    $15,570,789

  • 10c · Land, buildings and equipment, net

    beginning of year $16,269,133 · end of year $16,434,066

  • 14 · Intangible assets

    beginning of year $1,396 · end of year $0

  • 15 · Other assets

    beginning of year $3,414,142 · end of year $3,161,061

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,271,868 · end of year $1,224,559

  • 20 · Tax-exempt bond liabilities

    beginning of year $19,591,166 · end of year $19,223,768

  • 21 · Escrow or custodial account liability

    beginning of year $7,368 · end of year $3,839

  • 23 · Secured mortgages and notes payable

    beginning of year $19,825,940 · end of year $21,116,535

  • 25 · Other liabilities

    beginning of year $335,096 · end of year $175,068

  • 27 · Net assets without donor restrictions

    beginning of year -$20,003,201 · end of year -$20,776,641

  • 28 · Net assets with donor restrictions

    beginning of year $97,885 · end of year $109,524

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 - ST. JOSEPH IS A 96 BED LONG-TERM CARE IN ST. JOSEPH, MISSOURI WHICH PROVIDES SKILLED NURSING CARE TO THE ELDERLY. THE FACILITY HAD 86.1% OCCUPANCY AND SERVED 786 INDIVIDUALS DURING THE FISCAL YEAR ENDING 6/30/25.

    Expenses $10,369,850 · Grants $54,356 · Revenue $11,840,117

  • OPERATION OF BENEDICTINE LIVING COMMUNITY - ASSISTED LIVING, A 81 UNIT ASSISTED AND INDEPENDENT LIVING FACILITY IN ST. JOSEPH, MISSOURI, WHICH PROVIDES ASSISTED LIVING AND CATERED LIVING SERVICES TO THE ELDERLY. THE FACILITY HAD AN AVERAGE OCCUPANCY OF 61.0% AND SERVED 98 INDIVIDUALS DURING THE FISCAL YEAR ENDED 6/30/25.

    Expenses $2,022,996 · Revenue $2,628,310

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 + 40 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

    Total calculated
    $600,393
    From this org
    $0
    From related orgs
    $511,297
    Other
    $89,096
    Hours/week
    1 + 40 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

  • ANNELIESE PETERSON

    SVP OF BENEDICTINE

    Total calculated
    $464,824
    From this org
    $0
    From related orgs
    $373,997
    Other
    $90,827
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $312,427 related
    Bonus
    $0 + $60,754 related
    Other
    $0 + $816 related
    Deferred
    $0 + $60,664 related
    Nontaxable benefits
    $0 + $30,163 related
    Filer's total
    $0 + $464,824 related

  • JENNIFER BRUHN

    OPERATIONS VP

    Total calculated
    $285,637
    From this org
    $0
    From related orgs
    $266,863
    Other
    $18,774
    Hours/week
    1 + 40 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

  • AMY BYROM

    EXECUTIVE DIRECTOR

    Total calculated
    $202,995
    From this org
    $0
    From related orgs
    $175,783
    Other
    $27,212
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $148,299 related
    Bonus
    $0 + $4,439 related
    Other
    $0 + $23,045 related
    Deferred
    $0 + $6,723 related
    Nontaxable benefits
    $0 + $20,489 related
    Filer's total
    $0 + $202,995 related

  • MARJORIE HAIDER

    DON

    Total calculated
    $134,272
    From this org
    $124,152
    From related orgs
    $0
    Other
    $10,120
    Hours/week
    40

  • KATIE M JOHNSON

    SNF ADMINISTRATOR

    Total calculated
    $147,822
    From this org
    $124,146
    From related orgs
    $0
    Other
    $23,676
    Hours/week
    40

  • JAMIE DANELL SNETHEN

    LPN

    Total calculated
    $137,158
    From this org
    $108,986
    From related orgs
    $0
    Other
    $28,172
    Hours/week
    40

  • TAMMY KAY BAIN

    RN

    Total calculated
    $129,030
    From this org
    $108,691
    From related orgs
    $0
    Other
    $20,339
    Hours/week
    40

  • ALEXANDER-GOEHRING KIMBERLY M

    PHYSICAL THERAPIST

    Total calculated
    $119,217
    From this org
    $106,179
    From related orgs
    $0
    Other
    $13,038
    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

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 I, LINE 3
BENEDICTINE HEALTH SYSTEM'S (EIN: 41-1531892) CEO AND CFO, JERRY CARLEY AND KEVIN RYMANOWSKI, SHARE THEIR TIME BETWEEN THE REPORTING ORGANIZATION AND RELATED ORGANIZATIONS. SEE SCHEDULE R FOR INFORMATION ON 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.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2024
Filed
7 May 2026
IRS schema version
2024v5.5
Source object
202611289349300821

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