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← BENEDICTINE HEALTH SYSTEM

Form 990 for tax year 2024

Filed by BENEDICTINE HEALTH SYSTEM.

Totals

Total revenue
$76,877,976
Total expenses
$88,151,477
Contributions and grants received
$2,422,367
Grants paid
$1,307,798
Program service revenue
$85,151,862
Investment income
$1,544,576
Other revenue
-$12,240,829
Total assets, end of year
$191,223,201
Total liabilities, end of year
$129,460,476
Net assets or fund balances, end of year
$61,762,725
Program services expenses (Part IX)
$53,144,158
Management and general expenses
$35,004,556
Fundraising expenses
$2,763
Program service expenses (Part III)
$53,144,158

Program services were 60.3% 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

    $2,354,863

  • 1f · All other contributions, gifts and grants

    $67,504

  • 2a · Program service revenue: MEMBER SUPPORT FEES

    total $25,840,237 · related or exempt $25,840,237

  • 2b · Program service revenue: RESIDENT SERVICES REVENUE

    total $25,622,698 · related or exempt $25,622,698

  • 2c · Program service revenue: SELF-FUNDED INSURANCE

    total $24,821,885 · related or exempt $24,821,885

  • 2d · Program service revenue: IT SUPPORT FEES

    total $5,543,961 · related or exempt $5,543,961

  • 2e · Program service revenue: CONSULTING REVENUE

    total $3,237,161 · related or exempt $3,237,161

  • 2f · All other program service revenue

    total $85,920 · related or exempt $85,920

  • 3 · Investment income

    total $1,544,576 · excluded $1,544,576

  • 6a · Gross rents

    real property $64,218

  • 6b · Less rental expenses

    real property $195,024

  • 6c · Rental income or loss

    real property -$130,806

  • 6d · Net rental income or loss

    total -$130,806 · unrelated business -$123,677 · excluded -$7,129

  • 11a · Other revenue: REBATE INCOME

    total $495,350 · excluded $495,350

  • 11b · Other revenue: MISCELLANEOUS INCOME

    total $49,108 · excluded $49,108

  • 11c · Other revenue: LOSS ON WRITE OFF OF INVESTMENT

    total -$12,654,481 · excluded -$12,654,481

  • 11e · Other revenue, total

    -$12,110,023

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,289,742 · program services $1,289,742

  • 2 · Grants to domestic individuals

    total $18,056 · program services $18,056

  • 5 · Compensation of officers, directors and key employees

    total $4,497,294 · management and general $4,497,294

  • 7 · Other salaries and wages

    total $24,753,274 · program services $10,919,944 · management and general $13,830,658 · fundraising $2,672

  • 8 · Pension plan contributions

    total $679,595 · program services $226,678 · management and general $452,917

  • 9 · Other employee benefits

    total $28,093,504 · program services $26,191,432 · management and general $1,902,072

  • 10 · Payroll taxes

    total $2,574,680 · program services $1,340,658 · management and general $1,234,022

  • 11a · Fees: management

    total $1,482,788 · management and general $1,482,788

  • 11b · Fees: legal

    total $74,074 · management and general $74,074

  • 11c · Fees: accounting

    total $23,482 · management and general $23,482

  • 11g · Fees: other

    total $2,698,349 · program services $980,541 · management and general $1,717,808

  • 12 · Advertising and promotion

    total $448,833 · management and general $448,833

  • 13 · Office expenses

    total $500,497 · program services $54,384 · management and general $446,113

  • 14 · Information technology

    total $2,840,858 · management and general $2,840,858

  • 16 · Occupancy

    total $2,145,778 · program services $1,952,704 · management and general $193,074

  • 17 · Travel

    total $948,022 · program services $12,135 · management and general $935,813 · fundraising $74

  • 19 · Conferences, conventions and meetings

    total $192,105 · management and general $192,105

  • 20 · Interest

    total $5,391,863 · program services $5,391,572 · management and general $291

  • 22 · Depreciation, depletion and amortization

    total $2,876,796 · program services $2,876,796

  • 23 · Insurance

    total $3,934,988 · management and general $3,934,988

  • 24a · Other expenses: FOOD

    total $1,010,743 · program services $1,010,743

  • 24b · Other expenses: EQUIPMENT LEASE

    total $474,760 · program services $474,760

  • 24c · Other expenses: MISCELLANEOUS EXPENSES

    total $451,913 · program services $4,580 · management and general $447,333

  • 24d · Other expenses: SUPPLIES

    total $420,769 · program services $317,325 · management and general $103,427 · fundraising $17

  • 24e · All other expenses

    total $328,714 · program services $82,108 · management and general $246,606

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $15,772,854 · end of year $13,758,120

  • 4 · Accounts receivable

    beginning of year $1,082,173 · end of year $607,267

  • 7 · Other notes and loans receivable

    beginning of year $710,752 · end of year $6,910,752

  • 9 · Prepaid expenses and deferred charges

    beginning of year $900,187 · end of year $1,916,415

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

    $93,170,222

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

    $14,996,185

  • 10c · Land, buildings and equipment, net

    beginning of year $79,628,895 · end of year $78,174,037

  • 11 · Investments: publicly traded securities

    beginning of year $12,828,484 · end of year $17,361,929

  • 13 · Investments: program-related

    beginning of year $17,353,451 · end of year $18,331,884

  • 14 · Intangible assets

    beginning of year $39,397,900 · end of year $35,827,417

  • 15 · Other assets

    beginning of year $18,010,025 · end of year $18,335,380

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,570,897 · end of year $8,909,782

  • 19 · Deferred revenue

    beginning of year $113,798 · end of year $61,063

  • 20 · Tax-exempt bond liabilities

    beginning of year $79,549,271 · end of year $78,454,261

  • 21 · Escrow or custodial account liability

    beginning of year $49,491 · end of year $37,658

  • 23 · Secured mortgages and notes payable

    beginning of year $17,969,701 · end of year $18,926,444

  • 25 · Other liabilities

    beginning of year $22,794,265 · end of year $23,071,268

  • 27 · Net assets without donor restrictions

    beginning of year $54,062,556 · end of year $59,094,375

  • 28 · Net assets with donor restrictions

    beginning of year $2,574,742 · end of year $2,668,350

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 COMPASSIONATE COMMUNITIES PROVIDING SUPPORT TO THOSE WE SERVE TO LIVE FULLY AND LIVE WELL WITH SPECIAL CONCERN FOR THE UNDERSERVED AND THOSE IN NEED.

Activities or mission (Part I)

OUR MISSION IS TO WITNESS GOD'S LOVE BY PROVIDING COMPASSIONATE, QUALITY CARE.

  • BENEDICTINE IS A CATHOLIC, MISSION-DIRECTED AND VALUES-BASED HEALTH CARE SYSTEM ENTRUSTED WITH FURTHERING THE HEALTH CARE MINISTRY OF THE BENEDICTINE SISTERS OF ST. SCHOLASTICA MONASTERY IN DULUTH, MINNESOTA. BENEDICTINE OWNS OR HAS A CONTROLLING INTEREST IN 26 NURSING FACILITIES WITH 2,108 LICENSES BEDS AND 34 SENIOR HOUSING FACILITIES WITH 2,674 UNITS IN FIVE STATES.

    Expenses $33,042,622 · Grants $1,307,798 · Revenue $57,407,952

  • OPERATIONS OF DISREGARDED ENTITY - MADONNA SUMMIT OF BYRON, LLC DBA: BENEDICTINE LIVING COMMUNITY - BYRON (41-2337717) OPERATES A 30-UNIT ASSISTED LIVING AND 20-UNIT INDEPENDENT LIVING FACILITY IN BYRON, MINNESOTA. THE FACILITY HAD 92.5% OCCUPANCY AND SERVED 59 INDIVIDUALS DURING THE FISCAL YEAR ENDED 6/30/25.

    Expenses $2,778,726 · Revenue $3,167,391

  • OPERATIONS OF DISREGARDED ENTITY - BENEDICTINE LIVING COMMUNITY OF NORTHFIELD, LLC (82-4307824) OPERATES A 97-UNIT ASSISTED LIVING AND INDEPENDENT LIVING FACILITY IN NORTHFIELD, MINNESOTA. THE FACILITY HAD 94.2% OCCUPANCY AND SERVED 130 INDIVIDUALS DURING THE FISCAL YEAR ENDED 6/30/25.

    Expenses $5,006,555 · Revenue $6,137,014

  • OPERATIONS OF DISREGARDED ENTITY - BENEDICTINE LIVING COMMUNITY-SHAKOPEE, LLC (82-4211716) OPERATES A 183-UNIT ASSISTED LIVING AND INDEPENDENT LIVING FACILITY IN SHAKOPEE, MINNESOTA. THE FACILITY HAD 98.0% OCCUPANCY AND SERVED 281 INDIVIDUALS DURING THE FISCAL YEAR ENDED 6/30/25.

    Expenses $9,293,156 · Revenue $11,337,083

  • OPERATIONS OF DISREGARDED ENTITY - BENEDICTINE STAFFING LLC (88-1646484) WAS FORMED IN APRIL 2022 TO PROVIDE TEMPORARY STAFFING SERVICES TO BENEDICTINE SENIOR CARE FACILITIES. OPERATIONS OF THE STAFFING AGENCY BEGAN AFTER 6/30/22.

    Expenses -$461,910

  • OPERATIONS OF DISREGARDED ENTITY - BENEDICTINE LIVING COMMUNITY ANOKA LLC (88-0538863) OPERATES AN 84-UNIT ASSISTED LIVING FACILITY IN ANOKA, MINNESOTA. THE FACILITY HAD 78.7% OCCUPANCY AND SERVED 109 INDIVIDUALS DURING THE FISCAL YEAR ENDED 6/30/25.

    Expenses $3,485,009 · Revenue $4,983,179

  • OPERATIONS OF DISREGARDED ENTITY - STEWARDSHIP RISK SERVICE LLC (92-1179598) WAS FORMED IN NOVEMBER 2022 TO SERVE AS CAPTIVE INSURANCE COMPANY TO BENEDICTINE HEALTH SYSTEM AND ITS MEMBER ORGANIZATIONS.

    Revenue $2,119,243

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
    $913,522
    From related orgs
    $0
    Other
    $174,329
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

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

  • Kevin Rymanowski

    CFO & TREASURER

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

    Schedule J breakdown matched by us

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

  • Jeffrey Garland

    CHAIR

    Total calculated
    $4,000
    From this org
    $4,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Paul Haskins

    VICE CHAIR

    Total calculated
    $3,200
    From this org
    $3,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • David Hoel

    DIRECTOR

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • David Marc

    DIRECTOR

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Dean Ager

    DIRECTOR

    Total calculated
    $1,700
    From this org
    $1,700
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Jay Sterns

    DIRECTOR

    Total calculated
    $1,800
    From this org
    $1,800
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Jenny Musech Peterson

    DIRECTOR

    Total calculated
    $1,600
    From this org
    $1,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Paul Grizzell

    DIRECTOR

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Beverly Raway Osb

    DIRECTOR

    Total calculated
    $3,200
    From this org
    $3,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Danile Lynch Osb

    SECRETARY

    Total calculated
    $1,600
    From this org
    $1,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Clare Marie Trettel Osb

    DIRECTOR

    Total calculated
    $2,000
    From this org
    $2,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Tom Shea

    DIRECTOR

    Total calculated
    $1,100
    From this org
    $1,100
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Anneliese Peterson

    SR. VICE PRESIDENT

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

    Schedule J breakdown matched by us

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

  • Tapfumaneyi Gift Matemba-Mutasa

    SR. VICE PRESIDENT

    Total calculated
    $346,192
    From this org
    $304,863
    From related orgs
    $0
    Other
    $41,329
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $228,625
    Bonus
    $44,479
    Other
    $31,759
    Deferred
    $40,742
    Nontaxable benefits
    $587
    Filer's total
    $346,192

  • Andrew Opsahl

    VICE PRESIDENT

    Total calculated
    $338,384
    From this org
    $290,657
    From related orgs
    $0
    Other
    $47,727
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,615
    Bonus
    $28,526
    Other
    $41,516
    Deferred
    $39,744
    Nontaxable benefits
    $7,983
    Filer's total
    $338,384

  • Benedict Woit

    SR. VICE PRESIDENT

    Total calculated
    $333,316
    From this org
    $285,102
    From related orgs
    $0
    Other
    $48,214
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $234,784
    Bonus
    $30,965
    Other
    $19,353
    Deferred
    $46,634
    Nontaxable benefits
    $1,580
    Filer's total
    $333,316

  • Joan Marie Stelman Osb

    SR. VICE PRESIDENT

    Total calculated
    $186,155
    From this org
    $159,641
    From related orgs
    $0
    Other
    $26,514
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,013
    Bonus
    $24,628
    Other
    $0
    Deferred
    $16,394
    Nontaxable benefits
    $10,120
    Filer's total
    $186,155

  • Jill Hackenmueller

    SR. VICE PRESIDENT

    Total calculated
    $212,340
    From this org
    $176,649
    From related orgs
    $0
    Other
    $35,691
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,794
    Bonus
    $250
    Other
    $605
    Deferred
    $26,369
    Nontaxable benefits
    $9,322
    Filer's total
    $212,340

  • Laurie M Hennen Scheiller

    SR. VICE PRESIDENT (THRU 08/2024)

    Total calculated
    $276,606
    From this org
    $232,008
    From related orgs
    $0
    Other
    $44,598
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,634
    Bonus
    $40,402
    Other
    $11,972
    Deferred
    $35,098
    Nontaxable benefits
    $9,500
    Filer's total
    $276,606

  • Shawn Johnson

    VICE PRESIDENT

    Total calculated
    $317,787
    From this org
    $286,865
    From related orgs
    $0
    Other
    $30,922
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $227,286
    Bonus
    $27,456
    Other
    $32,123
    Deferred
    $11,475
    Nontaxable benefits
    $19,447
    Filer's total
    $317,787

  • Janis Hooey

    MANAGER - COMMUNICATIONS

    Total calculated
    $308,228
    From this org
    $272,784
    From related orgs
    $0
    Other
    $35,444
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $258,578
    Bonus
    $13,756
    Other
    $450
    Deferred
    $5,344
    Nontaxable benefits
    $30,100
    Filer's total
    $308,228

  • Taylar Hack

    VP-OPERATIONS

    Total calculated
    $292,718
    From this org
    $271,593
    From related orgs
    $0
    Other
    $21,125
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $215,124
    Bonus
    $26,676
    Other
    $29,793
    Deferred
    $10,808
    Nontaxable benefits
    $10,317
    Filer's total
    $292,718

  • Jennifer Bruhn

    VP-OPERATIONS

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

    Schedule J breakdown matched by us

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

  • Briana Sturm

    VP-OPERATIONS

    Total calculated
    $276,423
    From this org
    $255,888
    From related orgs
    $0
    Other
    $20,535
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $205,653
    Bonus
    $24,300
    Other
    $25,935
    Deferred
    $10,228
    Nontaxable benefits
    $10,307
    Filer's total
    $276,423

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 · Written employment contract
  • 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

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.

  • MADONNA SUMMIT OF BYRON LLC

    SENIOR HOUSING · MN · income $3,189,699 · assets $5,614,025

    Directly controlled by BENEDICTINE HEALTH SYSTEM

  • BENEDICTINE LIVING COMMUNITY- NORTHFIELD LLC

    SENIOR HOUSING · MN · income $6,211,934 · assets $18,824,001

    Directly controlled by BENEDICTINE HEALTH SYSTEM

  • BENEDICTINE LIVING COMMUNITY- SHAKOPEE LLC

    SENIOR HOUSING · MN · income $11,479,748 · assets $49,438,925

    Directly controlled by BENEDICTINE HEALTH SYSTEM

  • BENEDICTINE LIVING COMMUNITY ANOKA LLC

    SENIOR HOUSING · MN · income $4,985,935 · assets $12,380,226

    Directly controlled by BENEDICTINE HEALTH SYSTEM

  • BENEDICTINE STAFFING LLC

    TEMPORARY NURSING STAFFING · MN · income $0 · assets $1,059,687

    Directly controlled by BENEDICTINE HEALTH SYSTEM

  • STEWARDSHIP RISK SERVICES LLC

    CAPTIVE SELF-INSURANCE SERVICES · AZ · income $0 · assets $20,660,809

    Directly controlled by BENEDICTINE HEALTH SYSTEM

Related corporations and trusts

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

  • BENEDICTINE GROUP SELF-INSURANCE ASSOCIATION

    C · WORKERS' COMPENSATION PROGRAM · MN

Provenance

Return type
form_990
Tax year
2024
Filed
6 May 2026
IRS schema version
2024v5.5
Source object
202601279349301900

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