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Nonprofiteer
← ST JOSEPHS RETIREMENT COMMUNITY FOUNDATION

Form 990 for tax year 2023

Filed by ST JOSEPHS RETIREMENT COMMUNITY FOUNDATION.

Totals

Total revenue
$342,142
Total expenses
$153,649
Contributions and grants received
$281,270
Grants paid
$150,000
Program service revenue
$0
Investment income
$60,872
Other revenue
$0
Total assets, end of year
$1,375,530
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,375,530
Program services expenses (Part IX)
$150,000
Management and general expenses
$3,649
Fundraising expenses
$0
Program service expenses (Part III)
$150,000

Program services were 97.6% 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

    $281,270

  • 3 · Investment income

    total $53,763 · unrelated business $0 · excluded $53,763

  • 7a · Gross sales of assets other than inventory

    securities $50,000

  • 7b · Less cost or other basis and sales expenses

    securities $42,891

  • 7c · Gain or loss

    securities $7,109

  • 7d · Net gain or loss

    total $7,109 · related or exempt $0 · unrelated business $0 · excluded $7,109

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $150,000 · program services $150,000

  • 11c · Fees: accounting

    total $2,100 · program services $0 · management and general $2,100 · fundraising $0

  • 13 · Office expenses

    total $1,549 · program services $0 · management and general $1,549 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $127,774 · end of year $305,395

  • 2 · Savings and temporary cash investments

    beginning of year $51,000 · end of year $52,000

  • 11 · Investments: publicly traded securities

    beginning of year $1,008,263 · end of year $1,018,135

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,187,037 · end of year $1,375,530

Mission and programs · 2023

Mission

PROVIDE SUPPORT FOR ST JOSEPHS RETIRMENT COMMUNITY AND NURSING HOME

  • TO PROVIDE CHARITY CARE AT ST JOSEPHS RETIREMENT COMMUNITY

    Expenses $150,000 · Grants $150,000

As filed on the 2023 return.

Listed in Part VII

  • Shea Stoklely

    Pres

    Total calculated
    $0
    Hours/week
    1

  • Chris Strehle

    Treas

    Total calculated
    $0
    Hours/week
    1

  • Kylie Kai

    V Pres

    Total calculated
    $0
    Hours/week
    1

  • Brenda Martin

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Anne Ausdemore

    Director

    Total calculated
    $0
    Hours/week
    1

  • Lindsay Eisenmenger

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jim Falk

    Director

    Total calculated
    $0
    Hours/week
    1

  • Makenna Weborg

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ben Borgmann

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ginger Hunke

    Director

    Total calculated
    $0
    Hours/week
    1

  • Terry Ramig

    Director

    Total calculated
    $0
    Hours/week
    1

  • Carole Stofferahn

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sr Louis Hembrecht

    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.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
5 November 2024
IRS schema version
2023v5.1
Source object
202423119349302177

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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