- Revenue 2024
- $30,647,495
- Expenses 2024
- $27,863,781
Program services were 92.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- P750
- Classification
- 1000
- Street
- 3485 WINDSOR AVE
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Group exemption
A subordinate covered by the group exemption of UNITED STATES CATHOLIC CONFERENCE (EIN 53-0196617). matched by us
The IRS lists each organization's group exemption number; we match a subordinate to its central organization by that number and the affiliation code the IRS assigns.
Mission and programs · 2024
Mission
We, the Stonehill Franciscan Services community, in the spirit of St. Francis, offer a continuum of quality lifetime care in a dignified atmosphere.
Activities or mission (Part I)
Provide quality residential, respite, and health services for older adults
-
During the year Stonehill Benevolent Foundation successfully completed the annual appeal, yearend appeal, in support of the Stonehill Franciscan Services Mission and Ministry. A portion of the annual appeal and the yearend appeal funds were designated for capital items while the capital campaign was designated for the building of an Assisted Living expansion necessary to accomplish the objective of a person-centered care center. Most of the funds raised are used for residents who need financial assistance at Stonehill Franciscan Services.
Expenses $25,744,064 · Revenue $29,749,487
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Peggy Stockel
President/CEO
- Total calculated
- $296,989
- From this org
- $262,286
- From related orgs
- $0
- Other
- $34,703
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $213,241
- Bonus
- $49,045
- Other
- $0
- Deferred
- $7,719
- Nontaxable benefits
- $27,355
- Filer's total
- $297,360
-
Karla Waldbillig
VP of Human Resources
- Total calculated
- $286,861
- From this org
- $250,513
- From related orgs
- $0
- Other
- $36,348
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $180,513
- Bonus
- $70,000
- Other
- $0
- Deferred
- $6,853
- Nontaxable benefits
- $29,866
- Filer's total
- $287,232
-
Susan Pearce
CFO-Secretary/Treasurer
- Total calculated
- $266,676
- From this org
- $250,252
- From related orgs
- $0
- Other
- $16,424
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $195,252
- Bonus
- $55,000
- Other
- $0
- Deferred
- $7,109
- Nontaxable benefits
- $9,686
- Filer's total
- $267,047
-
Gretchen Brown
Senior Leadership Advisor
- Total calculated
- $243,617
- From this org
- $225,715
- From related orgs
- $0
- Other
- $17,902
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $225,715
- Bonus
- $0
- Other
- $0
- Deferred
- $8,987
- Nontaxable benefits
- $9,038
- Filer's total
- $243,740
-
Matthew Jahn
Director of Health Service
- Total calculated
- $163,707
- From this org
- $159,249
- From related orgs
- $0
- Other
- $4,458
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $138,749
- Bonus
- $20,500
- Other
- $0
- Deferred
- $3,928
- Nontaxable benefits
- $894
- Filer's total
- $164,071
-
Brooke Miles
Nurse
- Total calculated
- $130,844
- From this org
- $122,305
- From related orgs
- $0
- Other
- $8,539
- Hours/week
- 40
-
Elizabeth Kunde
Director of Compliance & Strategy
- Total calculated
- $121,711
- From this org
- $121,711
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Erin Meloy
Nurse
- Total calculated
- $116,795
- From this org
- $113,508
- From related orgs
- $0
- Other
- $3,287
- Hours/week
- 40
-
Jodie McDermott
Chair
- Total calculated
- $0
- Hours/week
- 0.5
-
Kim Hermsen
Vice Chair
- Total calculated
- $0
- Hours/week
- 0.5
-
Kim Budde
Director until Feb 2025
- Total calculated
- $0
- Hours/week
- 0.5
-
Sr Brenda Whestone
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
John McDermott
Director until Oct 2024
- Total calculated
- $0
- Hours/week
- 0.5
-
Lynn Osterhaus
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Sr Pat Clemen
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Randy Ambrosy
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Dave Davis
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Sr Bertha Bonett
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Geri Eitter
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Jenna Walleser
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Dan Sullivan
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Jordan Fox
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Jayme Kluesner
Director as of Oct 2024
- Total calculated
- $0
- Hours/week
- 0.5
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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $30,647,495
- Expenses
- $27,863,781
- Contributions
- $278,353
- Grants paid
- $0
-
2023
- Revenue
- $27,909,263
- Expenses
- $26,412,207
- Contributions
- $475,810
- Grants paid
- $0
-
2022
- Revenue
- $26,077,188
- Expenses
- $25,948,467
- Contributions
- $491,215
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2024 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2021 · 990
- Revenue
- $25,680,580
- Expenses
- $25,470,002
- Assets (EOY)
- $38,832,179
-
2020 · 990
- Revenue
- $29,201,187
- Expenses
- $23,931,916
- Assets (EOY)
- $41,149,044
-
2019 · 990
- Revenue
- $28,143,195
- Expenses
- $22,343,796
- Assets (EOY)
- $39,246,253
-
2018 · 990
- Revenue
- $22,361,265
- Expenses
- $20,896,719
- Assets (EOY)
- $25,519,907
-
2017 · 990
- Revenue
- $22,832,925
- Expenses
- $20,733,236
- Assets (EOY)
- $24,376,048
-
2016 · 990
- Revenue
- $21,959,746
- Expenses
- $19,935,827
- Assets (EOY)
- $22,498,893
-
2015 · 990
- Revenue
- $21,450,898
- Expenses
- $19,735,199
- Assets (EOY)
- $21,809,511
-
2014 · 990
- Revenue
- $20,516,531
- Expenses
- $18,553,154
- Assets (EOY)
- $21,168,530
-
2013 · 990
- Revenue
- $19,868,033
- Expenses
- $19,017,687
- Assets (EOY)
- $20,482,401
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
-
STONEHILL BENEVOLENT FOUNDATION
$347,512
2023 Assistance for residents and operational support
-
STONEHILL BENEVOLENT FOUNDATION
$285,730
2022 Assistance for residents and operational support
-
STONEHILL BENEVOLENT FOUNDATION
$178,008
2024 Assistance for residents and operational support
-
2022 COMMUNITY SUPPORT
-
2023 COVID 19 ASSSISTANCE
-
2023 HEALTH
-
2024 HEALTH
-
2024 COVID 19 ASSISTANCE
-
$10,000
2022 General Support
-
AMERICAN HEART ASSOCIATION INC
$10,000
2024 stroke prevention programs
The 10 largest by cash amount. The API serves every itemized grant.
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Disregarded entities on its 2024 return
-
Windsor Park LLC
Provide affordable housing to seniors · IA · income $544,466 · assets $8,324,045
-
Stonehill Partners LLC
Consulting and management services · IA · income $95,775 · assets $0
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 26 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.