SAINT THERESE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SAINT THERESE (EIN 41-1704381)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-08
- IRS object ID
- 202621289349303682
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T15:50:15-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4334 MUNSON STREET SUITE 200 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411704381 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT THERESE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAIN | BusinessNameControlTxt |
| Phone | 9522832206 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 HIGHWAY 100 S 103 | AddressLine1Txt |
| City | ST LOUIS PARK | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55416 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CALVIN SHELANGOSKI | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 9522832206 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER COLEMAN | PreparerPersonNm |
| PTIN | P00743188 | PTIN |
| Phone | 3304972000 | PhoneNum |
| Preparation | 2026-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CRAIG ABBOTT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 HIGHWAY 100 S 103 | AddressLine1Txt |
| City | ST LOUIS PARK | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55416 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $30,020,213 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SAINTTHERESE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | PROVIDING FUNDRAISING, PLANNING, AND OTHER SUPPORT TO AFFILIATED ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 51 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,301,901 | PYContributionsGrantsAmt |
| CY Contributions Grants | $634,756 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,404,443 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,740,212 | CYProgramServiceRevenueAmt |
| PY Investment Income | $548,461 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,477,276 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$4,621 | PYOtherRevenueAmt |
| CY Other Revenue | $311,598 | CYOtherRevenueAmt |
| PY Total Revenue | $9,250,184 | PYTotalRevenueAmt |
| CY Total Revenue | $15,163,842 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,238,356 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $59,054 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,021,259 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,146,269 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $544,534 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,964,702 | PYOtherExpensesAmt |
| CY Other Expenses | $3,318,094 | CYOtherExpensesAmt |
| PY Total Expenses | $10,224,317 | PYTotalExpensesAmt |
| CY Total Expenses | $9,523,417 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$974,133 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,640,425 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,180,138 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,626,329 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,370,758 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,461,862 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,809,380 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $32,164,467 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDING FUNDRAISING, PLANNING, AND OTHER SUPPORT TO AFFILIATED ORGANIZATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $70,250 | ExpenseAmt |
| Grant | $19,836 | GrantAmt |
| Revenue | $5,740,212 | RevenueAmt |
| Desc | SAINT THERESE IS A NONPROFIT FAITH-BASED ORGANIZATION THAT HAS FOCUSED ON THE WELL-BEING OF INDIVIDUALS SINCE IT OPENED IN 1968. WE PROVIDE SECURE, STRESS-FREE LIVING AND THE VERY BEST IN SENIOR CARE AND HOUSING WITH A COMMITMENT TO EACH INDIVIDUAL. SAINT THERESE OFFERS A TRUE CONTINUUM OF PROGRAMS AND SERVICES THAT ARE AVAILABLE IN YOUR OWN HOME OR IN ONE OF OUR COMMUNITY SETTINGS.THE OPERATIONS OF SAINT THERESE MANAGEMENT SERVICES, LLC INVOLVE PROVIDING CENTRAL MANAGEMENT FUNCTIONS TO SAINT THERESE AND ITS RELATED ORGANIZATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $39,218 | ExpenseAmt |
| Grant | $39,218 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SAINT THERESE IS A NONPROFIT FAITH-BASED ORGANIZATION THAT HAS FOCUSED ON THE WELL-BEING OF INDIVIDUALS SINCE IT OPENED IN 1968. WE PROVIDE SECURE, STRESS-FREE LIVING AND THE VERY BEST IN SENIOR CARE AND HOUSING WITH A COMMITMENT TO EACH INDIVIDUAL. SAINT THERESE OFFERS A TRUE CONTINUUM OF PROGRAMS AND SERVICES THAT ARE AVAILABLE IN YOUR OWN HOME OR IN ONE OF OUR COMMUNITY SETTINGS.THE OPERATIONS OF SAINT THERESE FOUNDATION, LLC INVOLVE PLANNING AND HOSTING FUNDRAISING ACTIVITIES TO HELP SUPPORT THE FUNCTIONS OF SAINT THERESE AND ITS RELATED ORGANIZATIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $109,468 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 49 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 51 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CALVIN SHELANGOSKI | PersonNm |
| Phone | 9522832206 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 HIGHWAY 100 S SUITE 103 | AddressLine1Txt |
| City | ST LOUIS PARK | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55416 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| PATRICK TAFFE | ||||||||
| CHAIR | 1.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KATHRYN WORNSON | ||||||||
| SECRETARY | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEVE MEADS | ||||||||
| TREASURER | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SR JANE HERB | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID KRENN | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID HOFFMANN | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE MCCROSSAN | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE HORSTMANN | ||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CRAIG ABBOTT | ||||||||
| PRESIDENT AND CEO | 3.00 | 37.00 | Yes (X) | $673,612 | $0 | $34,746 | ||
| CALVIN SHELANGOSKI | ||||||||
| CFO | 3.00 | 37.00 | Yes (X) | $370,667 | $0 | $31,601 | ||
| LISA KALLA | ||||||||
| COO | 40.00 | 0.00 | $365,590 | $0 | $24,490 | Yes (X) | ||
| KYM L FISHER | ||||||||
| CHIEF HR OFFICER | 40.00 | 0.00 | $264,553 | $0 | $3,434 | Yes (X) | ||
| JOSHUA ANDERSON | ||||||||
| VP OF ANCILLARY SERVICES | 40.00 | 0.00 | $226,275 | $0 | $25,665 | Yes (X) | ||
| JESSICA A GIER | ||||||||
| VP OF CLINICAL OPERATIONS | 40.00 | 0.00 | $201,386 | $0 | $4,221 | Yes (X) | ||
| DAVID KEANE | ||||||||
| DIRECTOR OF INFORMATION TECHNOLOGY | 40.00 | 0.00 | $183,842 | $0 | $7,722 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,285,925 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $131,879 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 19 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MESSERLI & KRAMER | |||||
| 1400 FIFTH STREET TOWERS | MINNEAPOLIS | MN | 554021217 | LEGAL SERVICES | $299,743 |
| INTEGRIS LLC | |||||
| PO BOX 674539 | DALLAS | MN | 752674539 | INFORMATION TECHNOLOGY SERVICES | $267,794 |
| POPE DESIGN GROUP | |||||
| 767 N EUSTIS STREET | SAINT PAUL | MN | 55114 | ARCHITECTURAL & DESIGN SERVICES | $183,360 |
| CLIFTONLARSONALLEN LLP | |||||
| 220 SOUTH 6TH STREET SUITE 300 | MINNEAPOLIS | MN | 55402 | ACCOUNTING, TAX, AND CONSULTING SERVICES | $145,422 |
| MONOGRAM DESIGN CONSULTANTS LLC | |||||
| 2115 XYLON AVE NORTH | GOLDEN VALLEY | MN | 55427 | DESIGN & PROCUREMENT SERVICES | $135,365 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $190,753 | FundraisingAmt |
| All Other Contributions | $444,003 | AllOtherContributionsAmt |
| Noncash Contributions | $3,778 | NoncashContributionsAmt |
| Total Contributions | $634,756 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEE REVENUE | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $5,740,212 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,740,212 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,740,212 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $582,881 | TotalRevenueColumnAmt |
| Exclusion | $582,881 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,700,817 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,806,422 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,894,395 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,894,395 | TotalRevenueColumnAmt |
| Exclusion | $7,894,395 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $673 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $190,753 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $49,949 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$49,276 | TotalRevenueColumnAmt |
| Exclusion | -$49,276 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| SUPPLEMENTAL STAFFING | 900099 | $325,706 | $325,706 |
| MISCELLANEOUS | 900099 | $35,168 | $35,168 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $360,874 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,163,842 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,740,212 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,788,874 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,638 | TotalAmt |
| Program Services | $40,638 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,416 | TotalAmt |
| Program Services | $18,416 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,110,625 | TotalAmt |
| Management And General | $1,110,625 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,033,262 | TotalAmt |
| Management And General | $3,629,707 | ManagementAndGeneralAmt |
| Fundraising | $403,555 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,588 | TotalAmt |
| Management And General | $210,588 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,483 | TotalAmt |
| Management And General | $395,483 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $396,311 | TotalAmt |
| Management And General | $396,311 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,187 | TotalAmt |
| Management And General | $10,187 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,776 | TotalAmt |
| Management And General | $14,808 | ManagementAndGeneralAmt |
| Fundraising | $13,968 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,164 | TotalAmt |
| Management And General | $56,753 | ManagementAndGeneralAmt |
| Fundraising | $18,411 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $842,069 | TotalAmt |
| Management And General | $755,925 | ManagementAndGeneralAmt |
| Fundraising | $86,144 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,142 | TotalAmt |
| Management And General | $278,142 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,627 | TotalAmt |
| Management And General | $343,627 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,429 | TotalAmt |
| Management And General | $83,429 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,851 | TotalAmt |
| Management And General | $212,025 | ManagementAndGeneralAmt |
| Fundraising | $16,826 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,081 | TotalAmt |
| Management And General | $35,451 | ManagementAndGeneralAmt |
| Fundraising | $5,630 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,414 | TotalAmt |
| Program Services | $50,414 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,831 | TotalAmt |
| Management And General | $33,831 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| EQUIPMENT RENTAL & REPA | $1,255,118 | $1,255,118 |
| DUES & SUBSCRIPTIONS | $18,498 | $18,498 |
| MISCELLANEOUS | $14,972 | $14,972 |
| FOOD | $13,935 | $13,935 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,523,417 | TotalAmt |
| Program Services | $109,468 | ProgramServicesAmt |
| Management And General | $8,869,415 | ManagementAndGeneralAmt |
| Fundraising | $544,534 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,307 | BOYAmt |
| EOY | $232,290 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,667 | BOYAmt |
| EOY | $76,724 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,028 | BOYAmt |
| EOY | $7,223 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,538 | BOYAmt |
| EOY | $436,519 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $745,546 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $358,989 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $453,068 | BOYAmt |
| EOY | $386,557 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,646,063 | BOYAmt |
| EOY | $19,242,009 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $17,968,835 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,617,467 | BOYAmt |
| EOY | $2,276,172 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,180,138 | BOYAmt |
| EOY | $40,626,329 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,534,125 | BOYAmt |
| EOY | $1,353,814 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,858 | BOYAmt |
| EOY | $114,096 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,818,775 | BOYAmt |
| EOY | $6,993,952 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,370,758 | BOYAmt |
| EOY | $8,461,862 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,990,988 | BOYAmt |
| EOY | $30,179,983 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,818,392 | BOYAmt |
| EOY | $1,984,484 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,809,380 | BOYAmt |
| EOY | $32,164,467 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,180,138 | BOYAmt |
| EOY | $40,626,329 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,640,425 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,962,200 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $18,676,862 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,476,965 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,077,513 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,663,605 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,301,901 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $634,756 | CurrentTaxYearAmt |
| Total | $16,154,740 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,476,965 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,077,513 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,663,605 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,301,901 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $634,756 | CurrentTaxYearAmt |
| Total | $16,154,740 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $16,154,740 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $249,502 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $324,084 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $261,603 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $224,579 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $582,881 | CurrentTaxYearAmt |
| Total | $1,642,649 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,125 | CurrentTaxYearMinus4YearsAmt |
| Total | $1,125 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $121 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $507 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $703 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,733 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $360,874 | CurrentTaxYearAmt |
| Total | $367,938 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,166,452 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $26,320,628 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88930 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95050 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME FROM VARIOUS SOURCES | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $758,349 | BeginningYearBalanceAmt |
| Contributions | $248,907 | ContributionsAmt |
| Investment Earnings Or Losses | $458,418 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $165,644 | OtherExpendituresAmt |
| End Year Balance | $1,300,030 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $682,961 | BeginningYearBalanceAmt |
| Contributions | $57,118 | ContributionsAmt |
| Investment Earnings Or Losses | $118,291 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $100,021 | OtherExpendituresAmt |
| End Year Balance | $758,349 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $665,726 | BeginningYearBalanceAmt |
| Contributions | $5,000 | ContributionsAmt |
| Investment Earnings Or Losses | $79,829 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $67,594 | OtherExpendituresAmt |
| End Year Balance | $682,961 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $775,751 | BeginningYearBalanceAmt |
| Contributions | $20,335 | ContributionsAmt |
| Investment Earnings Or Losses | -$120,760 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,600 | OtherExpendituresAmt |
| End Year Balance | $665,726 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $574,490 | BeginningYearBalanceAmt |
| Contributions | $89,894 | ContributionsAmt |
| Investment Earnings Or Losses | $198,328 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $86,961 | OtherExpendituresAmt |
| End Year Balance | $775,751 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $398,021 | OtherCostOrOtherBasisAmt |
| Depreciation | $72,776 | DepreciationAmt |
| Book Value | $325,245 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $339,385 | OtherCostOrOtherBasisAmt |
| Depreciation | $286,213 | DepreciationAmt |
| Book Value | $53,172 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,140 | OtherCostOrOtherBasisAmt |
| Book Value | $8,140 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $386,557 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| SCHWAB US LARGE CAP ETF | $2,792,759 | F |
| SCHWAB US LARGE CAP ETF | $10,191,553 | F |
| BAIRD AGGREGATE BOND FUND | $2,784,267 | F |
| ICHARES CORE US AGGREGATE BOND ETF | $2,200,256 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $17,968,835 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ASSETS HELD BY CATHOLIC COMMUNITY FOUNDATION | $304,545 |
| RIGHT OF USE ASSET | $944,502 |
| SECURITY DEPOSITS | $75,402 |
| RETIREMENT FUNDS | $303,723 |
| BED RIGHTS | $648,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,276,172 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE LIABILITY | $944,502 |
| DUE TO AFFILIATES | $2,108,435 |
| LINE OF CREDIT | $3,941,015 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,993,952 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENTS CONSIST OF INDIVIDUAL FUNDS ESTABLISHED BY DONOR RESTRICTIONS AS ENDOWMENTS RESTRICTED IN PERPETUITY, FOR WHICH THE EARNINGS SHALL BE DISTRIBUTED FOR THE BENEFIT OF THE ORGANIZATION AND ITS RELATED ORGANIZATIONS AT THE APPROVAL OF THE BOARD OF DIRECTORS. |
| PART X, LINE 2: | THE ORGANIZATION HAS BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND STATE CORPORATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE FEDERAL INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION IN THE U.S. FEDERAL, STATE, AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, EXCISE, OR OTHER TAXES OR MAY JEOPARDIZE ITS TAX-EXEMPT STATUS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 2025 GOLF CLASSIC | Event1Nm |
| Gross Receipts Event1 | $89,571 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $89,571 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $3,200 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $1,756 | OtherDirectExpensesEvent1Amt |
| Event2 | 2024 GOLF CLASSIC | Event2Nm |
| Gross Receipts Event2 | $77,025 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $77,025 | CharitableContriEvent2Amt |
| Rent Facility Costs Event2 | $12,800 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $12,698 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $12,698 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $24,830 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $24,157 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $673 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $1,500 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $273 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $400 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $4,624 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $191,426 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $190,753 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $673 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $17,500 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $12,971 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $400 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $19,078 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $49,949 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$49,276 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF WISCONSIN - EAU CLAIRE FOUNDATION | ||||||||||
| 127 ROOSEVELT AVENUE | EAU CLAIRE | WI | 54701 | 390972350 | 501(C)(3) | $6,000 | $0 | N/A | N/A | GENERAL SUPPORT |
| MACPHAIL CENTER FOR MUSIC | ||||||||||
| 501 S SECOND STREET | MINNEAPOLIS | MN | 55401 | 411729340 | 501(C)(3) | $12,020 | $0 | N/A | N/A | GENERAL SUPPORT |
| SISTERS SERVANTS OF THE IMMACULATE HEART OF MARY | ||||||||||
| 610 W ELM AVE | LANSING | MI | 48909 | 381359581 | 501(C)(3) | $10,000 | $0 | N/A | N/A | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP AWARDS | GrantTypeTxt |
| Recipient | 11 | RecipientCnt |
| Cash Grant | $18,416 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | ALL GRANTS ARE MADE TO RELATED ORGANIZATIONS THAT ARE UNDER COMMON MANAGEMENT WHO REGULARLY MONITOR THE ACTIVITIES, REVENUES, AND EXPENDITURES OF THE RELATED ORGANIZATIONS. |
| PART III, COLUMN (B): | RECORDS MAINTAINED BY SAINT THERESE FOUNDATION. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CRAIG ABBOTT | ||||||||||||||
| PRESIDENT AND CEO | $493,612 | $0 | $180,000 | $0 | $0 | $0 | $15,250 | $0 | $19,496 | $0 | $708,358 | $0 | $0 | $0 |
| CALVIN SHELANGOSKI | ||||||||||||||
| CFO | $290,667 | $0 | $80,000 | $0 | $0 | $0 | $11,231 | $0 | $20,370 | $0 | $402,268 | $0 | $0 | $0 |
| LISA KALLA | ||||||||||||||
| COO | $285,590 | $0 | $80,000 | $0 | $0 | $0 | $8,665 | $0 | $15,825 | $0 | $390,080 | $0 | $0 | $0 |
| KYM L FISHER | ||||||||||||||
| CHIEF HR OFFICER | $52,963 | $0 | $31,590 | $0 | $180,000 | $0 | $1,800 | $0 | $1,634 | $0 | $267,987 | $0 | $0 | $0 |
| JOSHUA ANDERSON | ||||||||||||||
| VP OF ANCILLARY SERVICES | $193,775 | $0 | $32,500 | $0 | $0 | $0 | $4,843 | $0 | $20,822 | $0 | $251,940 | $0 | $0 | $0 |
| JESSICA A GIER | ||||||||||||||
| VP OF CLINICAL OPERATIONS | $173,886 | $0 | $27,500 | $0 | $0 | $0 | $3,475 | $0 | $746 | $0 | $205,607 | $0 | $0 | $0 |
| DAVID KEANE | ||||||||||||||
| DIRECTOR OF INFORMATION TECHNOLOGY | $165,711 | $0 | $18,131 | $0 | $0 | $0 | $4,838 | $0 | $2,884 | $0 | $191,564 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINES 4A-B | FormAndLineReferenceDesc |
| Explanation | A SEPARATION AGREEMENT OF $180,000 WAS MADE TO A FORMER EMPLOYEE OF THE ORGANIZATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE ORGANIZATION FORMED AN EXECUTIVE COMMITTEE IN JUNE OF 2024. THE EXECUTIVE COMMITTEE IS ENTIRELY COMPOSED OF THE GOVERNING BODY MEMBERS. THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE BUSINESS OF THIS CORPORATION IN THE INTERVAL BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, AND THE EXECUTIVE COMMITTEE SHALL AT ALL TIMES BE SUBJECT TO THE CONTROL AND DIRECTION OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO BEING FILED WITH THE IRS. AN ELECTRONIC VERSION OF THE APPROVED 990 IS MADE AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL DIRECTORS, OFFICERS AND KEY MANAGEMENT EMPLOYEES ARE ANNUALLY REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST. THE DISCLOSURES ARE REPORTED TO THE BOARD OF DIRECTORS, WHO DETERMINE THE LEVEL OF POTENTIAL CONFLICT. POTENTIAL CONFLICTS OF INTEREST FOR THE ORGANIZATION INCLUDE ANY CONTRACT OR TRANSACTION BETWEEN (A) ONE OR MORE OF ITS DIRECTORS, OFFICERS, OR KEY EMPLOYEES, (B) A DIRECTOR, OFFICER, OR KEY EMPLOYEE OF A RELATED ORGANIZATION (WITHIN THE MEANING OF MINNESOTA STATUTES, SECTION 317A.11, SUBD. 18), OR (C) AN ORGANIZATION IN WHICH OR OF WHICH A DIRECTOR, OFFICER, OR KEY EMPLOYEE IS ALSO A DIRECTOR, OFFICER, OR LEGAL REPRESENTATIVE OR HAS A MATERIAL FINANCIAL INTEREST; UNLESS THE MATERIAL FACTS AS TO THE CONTRACT OR TRANSACTION AND AS TO THE PARTY'S INTEREST ARE FULLY DISCLOSED IN WRITING TO THE BOARD OF DIRECTORS PRIOR TO ANY ACTION, AND THE BOARD OF DIRECTORS AUTHORIZES, APPROVES, OR RATIFIES THE CONTRACT OR TRANSACTION IN GOOD FAITH BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE DIRECTORS. INDIVIDUALS ASSESSED AS HAVING MATERIAL CONFLICTS OF INTEREST ARE ASKED TO REFRAIN FROM VOTING ON ANY ACTION THAT MAY BE INFLUENCED BY THE CONFLICT, WHICH IS REFLECTED IN THE BOARD MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCCES OF DETERMINING THE COMPENSATION OF THE PRESIDENT & CEO, CFO AND OTHER KEY EMPLOYEES INCLUDES REVIEW AND APPROVAL BY A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, WITH THE HELP OF AN INDEPENDENT COMPENSATION CONSULTANT AND SALARY SURVEYS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. THE FINANCIAL STATEMENTS ARE PROVIDED TO THE BOND TRUSTEE, WHO DISTRIBUTES THEM TO THE ELECTRONIC MUNICIPAL MARKET ACCESS SYSTEM. |
| FORM 990, PART XI, LINE 9: | CHANGE IN NET ASSETS -473,138. EQUITY TRANSFERS 19,150,000. |
| FORM 990, PART XII, LINE 2C: | NO CHANGE FROM THE PRIOR YEAR POLICY. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| SAINT THERESE FOUNDATION LLC | |||||||||
| 1660 HIGHWAY 100 SOUTH SUITE 103 | ST LOUIS PARK | MN | 55416 | 843872852 | FUNDRAISING | MN | $8,955,821 | $37,885,479 | SAINT THERESE |
| SAINT THERESE MANAGEMENT SERVICES LLC | |||||||||
| 1660 HIGHWAY 100 SOUTH SUITE 103 | ST LOUIS PARK | MN | 55416 | 843866557 | MANAGEMENT SERVICES | MN | $6,208,021 | $2,092,850 | SAINT THERESE |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SAINT THERESE OF NEW HOPE | ||||||||||
| 1660 HIGHWAY 100 SOUTH SUITE 103 | ST LOUIS PARK | MN | 55416 | 410888641 | HOUSING & NURSING CARE FOR THE ELDERLY | MN | 501(C)(3) | LINE 10 | SAINT THERESE | Yes (1) |
| SAINT THERESE COMMUNITIES | ||||||||||
| 1660 HIGHWAY 100 SOUTH SUITE 103 | ST LOUIS PARK | MN | 55416 | 205835911 | HOUSING & NURSING CARE FOR THE ELDERLY | MN | 501(C)(3) | LINE 10 | SAINT THERESE | Yes (1) |
| IHM SENIOR LIVING COMMUNITY INC | ||||||||||
| 610 W ELM AVE | MONROE | MI | 48162 | 822900699 | HOUSING & NURSING CARE FOR THE ELDERLY | MI | 501(C)(3) | LINE 10 | SAINT THERESE COMMUNITIES | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SAINT THERESE OF NEW HOPE | ||
| B | $95,587 | FMV |
| SAINT THERESE COMMUNITIES | ||
| B | $24,596,320 | FMV |
| SAINT THERESE OF NEW HOPE | ||
| C | $40,766,505 | FMV |
| SAINT THERESE COMMUNITIES | ||
| C | $2,560,895 | FMV |
| SAINT THERESE COMMUNITIES | ||
| Q | $4,474,328 | FMV |
| SAINT THERESE OF NEW HOPE | ||
| Q | $200,677 | FMV |
| IHM SENIOR LIVING COMMUNITY INC | ||
| Q | $1,077,747 | FMV |