Cardinal Carberry Senior Living Center, Cardinal Carberry Senior Living Cen in Saint Louis, Missouri (MO)

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Cardinal Carberry Senior Living Center, Cardinal Carberry Senior Living Cen
Employer Identification Number (EIN)431826117
Name of OrganizationCardinal Carberry Senior Living Center
Secondary NameCardinal Carberry Senior Living Cen
Address7601 Watson Rd, Saint Louis, MO 63119-5001
SubsectionCharitable Organization
Ruling Date03/1946
DeductibilityContributions are deductible
FoundationOrganization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes
OrganizationAssociation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2014
Assets$1,000,000 to $4,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$2,219,211
Amount of Income$2,613,802
Form 990 Revenue Amount$2,564,350
National Taxonomy of Exempt Entities (NTEE)Human Services - Multipurpose and Other: Fund Raising and/or Fund Distribution


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Amount of income in 2014: $2,613,802
Cardinal Carberry Senior Living Center, Cardinal Carberry Senior Living Cen: 

 $2,613,802
Other organizations performing similar types of work: 

 $88,329

Assets in 2014: $2,219,211
This organization: 

 $2,219,211
Other organizations performing similar types of work: 

 $46,316

Expenses in 2014: $2,743,160
This organization: 

 $2,743,160
Other organizations performing similar types of work: 

 $59,836

Income to expenses ratio in 2014: 1.0
Cardinal Carberry Senior Living Center, Cardinal Carberry Senior Living Cen: 

 1.0
Other organizations performing similar types of work: 

 1.2

Expenses allocated to program services in 2006: 81.2%
This organization: 

 81.2%
Other organizations performing similar types of work: 

 81.2%

Grants share in income in 2014: 4.9%
Cardinal Carberry Senior Living Center, Cardinal Carberry Senior Living Cen: 

 4.9%
Other organizations performing similar types of work: 

 100.0%

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Functional expenses for 2014

Checklist
201220132014
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?YesYesYes
Is the organization required to complete Schedule B, Schedule of Contributors?YesYesYes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?NoNoNo
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?NoNoNo
Did the organization report an amount for land, buildings, and equipment?YesYesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?YesYesYes
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?YesYesYes
Did the organization report an amount for other liabilities?YesYesYes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?YesYesYes
Did the organization obtain separate, independent audited financial statements for the tax year?YesYesYes
Was the organization included in consolidated, independent audited financial statements for the tax year?YesYesYes
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?NoNoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?NoNoNo
Did the organization report more than $15,000 total of fundraising event gross income and contributions?YesYesYes
Did the organization report more than $15,000 of gross income from gaming activities?NoNoNo
Did the organization operate one or more hospital facilities?NoNoNo
Did the organization attach a copy of its audited financial statements?NoNoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?NoNoNo
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?NoNoNo
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?NoNoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNoNo
A family member of a current or former officer, director, trustee, or key employee?NoNoNo
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?NoNoNo
Did the organization receive more than $25,000 in non-cash contributions?NoNoNo
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?NoNoNo
Was the organization related to any tax-exempt or taxable entity?YesYesYes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?NoNoNo
Did the organization make any transfers to an exempt non-charitable related organization?NoNoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNoNo
Statements Regarding Other IRS Filings and Tax Compliance
2011201220132014
The number reported in Box 3 of Form 1096000
The number of Forms W-2G000
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?YesYesYes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return000
Did the organization file all required federal employment tax returns?NoNoNo
Did the organization have unrelated business gross income of $1,000 or more during the year?NoNoNoNo
Has it filed a Form 990-T for this year?NoNoNo
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?NoNoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNoNo
Did the organization file Form 8886-T?NoNoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?NoNoNo
Did the organization notify the donor of the value of the goods or services provided?NoNoNo
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNoNo
Initiation fees and capital contributions$0$0$0$0
Gross receipts for public use of club facilities $0$0$0$0
Gross income from members or shareholders$0$0$0$0
Gross income from other sources$0$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNoNo
The amount of tax-exempt interest received or accrued during the year$0$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0$0
The amount of reserves on hand$0$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNoNo
Has it filed a Form 720 to report these payments?NoNoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
201220132014
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$0$0$0
Total reportable compensation from related organizations$394,143$507,403$552,136
Total estimated amount of other compensation from the organization and related organizations$59,354$71,896$90,900
Total number of individuals who received more than $100,000 of reportable compensation from the organization000
Total number of independent contractors who received more than $100,000 of compensation from the organization000
Statement of Revenue
2011201220132014
Total revenue$566,398$391,014$365,385$2,564,350
Contributions, Gifts, Grants and Other Similar Amounts$263,858$97,681$98,777$125,062
Program Service Revenue$192,607$200,726$151,165$2,344,900
900099$200,726$151,165$2,344,900
All other program service revenue$0$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$6,303$4,017$2,732$2,570
Income from investment of tax-exempt bond proceeds$0$0$0$0
Royalties$0$0$0$0
Net rental income$0$0$0$0
Net gain/loss from sales of assets other than inventory$0$0$0$0
Net income/loss from fundraising events$95,586$86,980$92,200$90,064
Gross income from fundraising events$141,222$123,364$136,085$130,155
Less: direct expenses$45,636$36,384$43,885$40,091
Net income/loss from gaming activities$0$0$0$0
Net income/loss from sales of inventory$2,545$1,610$2,615$1,745
Gross sales of inventory, less returns and allowances$10,640$7,379$8,572$11,106
Less: cost of goods sold$8,095$5,769$5,957$9,361
Miscellaneous Revenue$5,499$0$17,896$9
900099$0$17,440$9
All other revenue$0$0$0
Statement of Functional Expenses
2011201220132014
Total functional expenses$551,983$651,520$518,319$2,743,160
Grants and other assistance to domestic organizations and domestic governments$0$0$0
Grants and other assistance to domestic individuals$1,010$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0$0
Benefits paid to or for members$0$0$0
Compensation of current officers, directors, trustees, and key employees$76,805$0$88,525$93,130
Compensation not included above, to disqualified persons$0$0$0
Other salaries and wages$73,354$140,264$54,119$1,392,947
Pension plan accruals and contributions$0$11,211$74,682
Other employee benefits$23,670$2,516$278,773
Payroll taxes$10,584$11,055$10,863$96,950
Fees for services (non-employees)
Management$0$3,698$3,290
Legal$0$0$0
Accounting$4,716$2,254$282,359
Lobbying$0$0$0
Professional fundraising services$0$0$0$0
Investment management fees$0$0$0
Other$4,311$0$43,690
Advertising and promotion$28,114$19,909$21,276
Office expenses$52,708$57,924$54,306
Information technology$9,891$13,860$14,445
Royalties$0$0$0
Occupancy$182,686$84,699$169,524
Travel$260$0$2,965
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0$0
Conferences, conventions, and meetings$1,257$2,751$4,589
Interest$0$0$0
Payments to affiliates$175,010$93,220$127,595
Depreciation, depletion, and amortization$8,813$9,840$13,109
Insurance$4,022$2,851$18,104
Other expenses$2,579$56,277$48,062
Other expenses$529$1,678$2,509
Other expenses$325$1,608$840
Other expenses$300$511$15
Balance Sheet
2011201220132014
Total assets$1,655,479$1,692,618$1,724,393$2,219,211
Cash - non-interest-bearing$34,284$34,858$63,970
Savings and temporary cash investments$56,782$19,767$90,843
Pledges and grants receivable, net$0$0$0
Accounts receivable, net$24,934$5,800$25,305
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0$0
Notes and loans receivable, net$0$0$0
Inventories for sale or use$0$0$0
Prepaid expenses and deferred charges$5,997$10,945$8,487
Land, buildings, and equipment: cost or other basis$22,357$48,094$44,829
Investments - publicly traded securities$0$0$0
Investments - other securities$676,262$558,359$628,269
Investments - program-related$0$0$0
Intangible assets$0$0$0
Other assets$872,002$1,046,570$1,357,508
Total liabilities$1,468,574$1,759,258$1,943,714$2,616,182
Accounts payable and accrued expenses$134,330$165,141$150,397
Grants payable$0$0$0
Deferred revenue$3,530$5,530$7,000
Tax-exempt bond liabilities$0$0$0$0
Escrow or custodial account liability$0$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0$0
Secured mortgages and notes payable to unrelated third parties$0$0$0$0
Unsecured notes and loans payable to unrelated third parties$0$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$1,621,398$1,773,043$2,458,785
Total net assets or fund balances$186,905$-66,640$-219,321$-396,971
Unrestricted net assets$-368,534$-521,422$-423,794
Temporarily restricted net assets$301,894$302,101$26,823
Permanently restricted net assets$0$0$0
Capital stock or trust principal, or current funds$0$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0$0
Reason for Public Charity Status (for 2014)
The organization is not a private foundation because it is:An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2)
Number of organizations supported3
Sum of amounts of support$127,595
Revenue, Expenses, and Changes in Net Assets or Fund Balances
200420052006
Total revenue$436,870$589,414$1,076,155
Contributions, gifts, grants, and similar amounts received$288,580$222,155$688,265
Contributions to donor advised funds$0
Direct public support$288,580$144,569$405,558
Indirect public support$0$77,586$282,707
Government contributions (grants)$0$0$0
Program service revenue including government fees and contracts$32,785$200,683$183,737
Membership dues and assessments$0$0$0
Interest on savings and temporary cash investments$14,554$69,259$96,706
Dividends and interest from securities$0$0$0
Net rental income or (loss)$0$0$0
Gross rents$0$0$0
Less: rental expenses$0$0$0
Other investment income$-483$0$0
Gain or (loss) from sales of assets other than inventory$0$0$0
Gross amount from sales of assets other than inventory$0$0$0
Less: cost or other basis and sales expenses$0$0$0
Net income or (loss) from special events and activities$101,284$80,169$84,736
Gross revenue$128,305$118,229$122,738
Less: direct expenses other than fundraising expenses$27,021$38,060$38,002
Gross profit or (loss) from sales of inventory$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0
Less: cost of goods sold$0$0$0
Other revenue$150$17,148$22,711
Total expenses$700,163$740,961$1,123,151
Program services$628,331$558,580$912,525
Management and general$15,729$33,358$35,901
Fundraising$56,103$149,023$174,725
Payments to affiliates$0$0$0
Net assets or fund balances at end of year$2,281,806$2,130,791$2,085,431
Excess or (deficit) for the year$-263,293$-151,547$-46,996
Net assets or fund balances at beginning of year$858,393$2,281,806$2,130,791
Other changes in net assets or fund balances$1,686,706$532$1,636
Statement of Functional Expenses (for 2006)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$1,123,151$912,525$35,901$174,725
Grants paid from donor advised funds$0
Other grants and allocations$671,572
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$57,085$0$0$57,085
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$69,389$33,999$0$35,390
Pension plan contributions not included above$8,153$2,192$0$5,961
Employee benefits not included above$6,146$3,534$0$2,612
Payroll taxes$754$512$0$242
Professional fundraising fees$0$0$0$0
Accounting fees$7,830$1,979$3,035$2,816
Legal fees$0$0$0$0
Supplies$30,542$2,767$98$27,677
Telephone$5,217$5,217$0$0
Postage and shipping$5,963$0$0$5,963
Occupancy$170,227$170,227$0$0
Equipment rental and maintenance$0$0$0$0
Printing and publications$13,608$35$410$13,163
Travel$1,231$183$216$832
Conferences, conventions, and meetings$490$0$0$490
Interest$0$0$0$0
Depreciation, depletion, etc.$8,527$0$8,527$0
Other expenses not covered above$66,417$20,308$23,615$22,494
Balance Sheets
200420052006
Total assets$2,370,885$2,182,448$2,369,096
Cash - non-interest-bearing$1,944,764$1,095,595$854,734
Savings and temporary cash investments$119,478$0$0
Accounts receivable less allowance for doubtful accounts$66,560$85,785$100,324
Pledges receivable less allowance for doubtful accounts$123,500$0$0
Grants receivable$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$0
Inventories for sale or use$0$0$0
Prepaid expenses and deferred charges$0$2,750$1,000
Investments - publicly-traded securities$0
Investments - other securities$0$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0
Investments - other$79,309$975,210$1,014,822
Land, buildings, and equipment less accumulated depreciation$37,274$23,108$17,231
Other assets, including program-related investments$0$0$380,985
Total liabilities$89,079$51,657$283,665
Accounts payable and accrued expenses$37,771$17,507$197,586
Grants payable$0$0$0
Deferred revenue$0$0$0
Loans from officers, directors, trustees, and key employees$0$0$0
Tax-exempt bond liabilities$0$0$0
Mortgages and other notes payable$0$0$0
Other liabilities$51,308$34,150$86,079
Total liabilities and net assets/fund balances$2,370,885$2,182,448$2,369,096
Total net assets or fund balances$2,281,806$2,130,791$2,085,431
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
200420052006
Total revenue$436,870$589,414$1,076,155
Total revenue, gains, and other support per audited financial statements$619,427$621,503$1,099,074
Other expenses$182,557$32,089$22,919
Net unrealized gains on investments$0$532$1,636
Donated services and use of facilities$182,557$31,557$21,283
Recoveries of prior year grants$0$0$0
Other$0$0$0
Other revenue$0$0$0
Investment expenses$0$0$0
Other$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
200420052006
Total expenses$700,163$740,961$1,123,151
Total expenses and losses per audited financial statements$882,720$772,518$1,144,434
Other revenue$182,557$31,557$21,283
Donated services and use of facilities$182,557$31,557$21,283
Prior year adjustments$0$0$0
Losses$0$0$0
Other$0$0$0
Other expenses$0$0$0
Investment expenses$0$0$0
Other$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings25
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?Yes
Does the organization have a written conflict of interest policy?Yes
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 200650
Analysis of Income-Producing Activities (for 2006)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$181,442$206,448
Program service revenue
Program service revenue 1000000$000$0$183,737
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$96,706$0
Dividends and interest from securities000000$000$0$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$000$0$0
Net income or (loss) from special events000000$0Income from an activity in which labor is a material income-producing factor and substantially all (at least 85%) of the work is performed with unpaid labor (section 513(a)(1))$84,736$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$000$0$22,711
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2006)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2006)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$53,501$2,675$0
$53,735$2,149$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2006)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isNot controlled by disqualified persons/supports non private foundation
Type of supporting organizationType II
Support Schedule
200320042005
Total$0$0$0
Gifts, grants, and contributions received$0$0$0
Membership fees received$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0$0$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$0$0$0
Net income from unrelated business activities not included above$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0
Other income$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2006)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Cardinal Carberry Senior Living Center, Cardinal Carberry Senior Living Cen7601 Watson Rd, Saint Louis, MO 63119-5001MO1946-03$2,613,802
2The World Orphan Fund IncN7130 N Lost Lake Rd, Randolph, WI 53956-9679WI2011-03$405,008
3Childrens Global Alliance2121 N Frontage Rd W, Vail, CO 81657-4957CO2011-01$161,746
4Charlottes Wings616 Live Oak, Rochester Hills, MI 48309MI2009-07$94,527
5Cares For Cancer Inc604 2nd Ave Sw, Hankinson, ND 58041ND2011-07$40,433
6Hospice Of Southwest Ohio Foundation7625 Camargo Road Suite 200, Cincinnati, OH 45243-3107OH2009-04$26,577
7Children Education Foundation209 Mountain View Ave, Los Altos, CA 94024-3100CA2011-06$15,017
8A-Pineywoods Hospice Foundation IncP O Box 1743, Lufkin, TX 75902TX2006-01$0
9Accolade Hospice Foundation IncPo Box 525, Yoakum, TX 77995TX2005-09$0
10Angels In White3919 Isabel St, Skokie, IL 60076-3314IL2011-04$0
11Arlie Cole Ministries Inc, Arlie P Cole52 N Westview Ct, Melbourne, FL 32934-8005FL2003-11$0
12Carolinas Foundation For Hospice End Of Life Care1230 Se Maynard Rd 203, Cary, NC 27511NC2002-06$0
13Cedarwoods Residential IncP O Box 189, Goochland, VA 23063VA1995-07$0
14Endurance Trust Incorporated1411 Georgia Avenue, West Palm Beach, FL 33401FL2005-12$0
15Freedom Foundation1135 Satara Ave Nw, Salem, OR 97304-2845OR2002-05$0
16Friends Of Howard HavenPo Box 5073, Kokomo, IN 46904-5073IN2006-10$0
17Front Range Hospice Memorial Fund3770 Puritan Way Suite E, Frederick, CO 80504CO2010-03$0
18Future Providers14403 Sw 142 Ct, Miami, FL 33186FL2007-08$0
19Grace For India12411 S Date St, Jenks, OK 74037OK2009-09$0
20Hands In Hand Organization3055 Elan Way, Marietta, GA 30068GA2003-09$0
Number of organizations performing similar types of work
Alaska1
Arkansas1
Arizona3
California6
Colorado3
Florida6
Georgia1
Iowa1
Illinois1
Indiana1
Louisiana1
Massachusetts1
Maryland1
Michigan2
Missouri1
North Carolina2
North Dakota1
Ohio1
Oklahoma1
Oregon1
Pennsylvania2
Texas7
Virginia2
Vermont1
Washington2
Wisconsin1
Total51
20 biggest affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
SubordinateSaint Francis Hospital Inc6600 S Yale Ave, Tulsa, OK 74136-3347OK1946-03$3,970,090,877
SubordinateFranciscan Alliance Inc1515 W Dragoon Trl, Mishawaka, IN 46544-4710IN1946-03$2,596,912,525
SubordinatePeacehealth, Ketchikan Medical Center1115 Se 164th Ave Dept 332, Vancouver, WA 98683-8003WA1965-01$2,090,551,281
SubordinateOsf Healthcare System800 Ne Glen Oak Ave, Peoria, IL 61603-3200IL1946-03$1,896,415,307
SubordinateSt Elizabeth Medical Center Inc1 Medical Village Dr, Edgewood, KY 41017-3403KY1946-03$1,877,972,561
SubordinateProvidence Health System-Southern CaliforniaPO BOX 389672, Seattle, WA 98138-9672WA1946-03$1,724,724,506
SubordinateChristus Health919 Hidden Rdg, Irving, TX 75038-3813TX1946-03$1,654,479,614
SubordinateCatholic Health Initiatives198 Inverness Dr W, Englewood, CO 80112-5202CO1946-03$1,639,118,386
SubordinateCatholic Health Initiatives Colorado, St Anthony North Hospital3025 S Parker Road Suite 510, Aurora, CO 80014-2911CO1946-03$1,621,612,108
SubordinateSt Vincent Hospital & Health Care2001 W 86th St, Indianapolis, IN 46260-1991IN1946-03$1,327,567,131
SubordinateCatholic Healthcare West Southern CaliforniaPO BOX 1507, San Gabriel, CA 91778-1507CA1946-03$1,248,417,601
SubordinateProvidence Medical Research Center101 W 8th Ave, Spokane, WA 99204-2307WA1946-03$1,231,839,049
SubordinateFranciscan Health System1717 S J St, Tacoma, WA 98405-4933WA1946-03$1,205,494,228
SubordinateMount Carmel Health System6150 E Broad St, Columbus, OH 43213-1574OH1946-03$1,198,797,166
SubordinateSsm St Clare Health Center10101 Woodfield Lane, St Louis, MO 63132-2937MO1946-03$1,179,575,580
SubordinateUniversity Of Dayton, Phi Sigma Rho337 Stonemill Road, Dayton, OH 45409OH1976-07$1,170,175,935
SubordinateMercy Hospitals East Communities, Mercy Hospital St Louis645 Maryville Centre Dr Ste 100, Saint Louis, MO 63141-5846MO1946-03$1,107,258,738
SubordinatePresence Hospitals Prv9223 W Saint Francis Rd, Frankfort, IL 60423-8330IL1946-03$1,104,334,849
SubordinateMercy Hospital Springfield645 Maryville Centre Dr Ste 100, Saint Louis, MO 63141-5846MO1946-03$965,658,386
SubordinateSt Francis Hospital United States Catholic Conference100 Port Washington Blvd, Roslyn, NY 11576-1347NY1946-03$949,972,252
Number of affiliated organizations
Alaska87
Alabama75
Arkansas52
Arizona235
California1,063
Colorado200
Connecticut195
District of Columbia121
Delaware35
Florida465
Georgia158
Hawaii41
Iowa402
Idaho30
Illinois817
Indiana365
Kansas230
Kentucky119
Louisiana416
Massachusetts600
Maryland399
Maine72
Michigan426
Minnesota309
Missouri520
Mississippi60
Montana57
North Carolina98
North Dakota148
Nebraska299
New Hampshire97
New Jersey457
New Mexico121
Nevada55
New York1,371
Ohio598
Oklahoma90
Oregon141
Pennsylvania860
Rhode Island94
South Carolina43
South Dakota112
Tennessee80
Texas852
Utah18
Virginia137
Vermont62
Washington195
Wisconsin621
West Virginia92
Wyoming19
International36
Total14,245

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