Saint Elizabeth Community: FY2021 Nonprofit Profile & Form 990 (EIN 05-0457342)

Revenue by fiscal year
FY2020	$2.0M
FY2021	$6.5M
FY2022	$2.9M
FY2023	$2.3M
FY2024	$8.2M

Expenses by fiscal year
FY2020	$2.3M
FY2021	$2.6M
FY2022	$3.0M
FY2023	$6.6M
FY2024	$6.4M

Net assets by fiscal year
FY2020	$28.2M
FY2021	$33.1M
FY2022	$28.5M
FY2023	$25.6M
FY2024	$27.6M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 1992.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

68 cents of each dollar spent went to programs.

68%

30%

Program services 68% · $1.8M Management & general 30% · $795K Fundraising 2% · $65K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

23 people listed on the 990.

Part VII, Section A · reportable compensation

Philip C Slocum

Trustee

$0Pt VII · Sec A

Craig W Carpenter

Chair

$0Pt VII · Sec A

Claire C Flaherty

Treasurer

$0Pt VII · Sec A

Steven W Tilley

Vice Chair

$0Pt VII · Sec A

Robin Dziuba

Trustee

$0Pt VII · Sec A

Lisa Holley

Trustee

$0Pt VII · Sec A

Peter Hollmann MD

Trustee

$0Pt VII · Sec A

Jeffrey W Kasle

Trustee

$0Pt VII · Sec A

See Saint Elizabeth Community executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Funds related charities providing nursing, housing, and elder care services.

Questions for Saint Elizabeth Community

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2 programs · $1.8M · in their own filed words · FY2021

01

For the charitable purpose of supporting, benefiting, and making distributions to its related organizations.

$1.8Mprogram expense

02

Management services provider to a related member.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid

Grants received · FY2024

The Gregory and Claire Wilcox Family FoundationFY2024$100K

The Rhode Island Community FoundationFY2024$78K

Tilley Charitable FoundationFY2024$75K

The Andover Companies Charitable FoundationFY2024$3K

The Beacon FoundationFY2024$2K

Amica Companies FoundationFY2024$350

Total grants receivedfrom 6 funders$258K

See all 6 funders →

Grants paid · 24 grants · $15.2M · 2020–2024

Saint Elizabeth Home East GreenwichRI · FY2024$2,807,865

Saint Elizabeth Assisted Living LPFY2024$1,184,906

Saint Elizabeth at Home CorpRI · FY2024$548,200

Cornerstone Adult ServicesRI · FY2024$255,800

St Elizabeth Home Workers Comp TrRI · FY2024$137,500

Saint Elizabeth Home East GreenwichRI · FY2023$2,897,940

Saint Elizabeth at Home CorpRI · FY2023$1,125,100

Saint Elizabeth Assisted Living LPFY2023$648,891

St Elizabeth Home Workers Comp TrRI · FY2023$252,377

Cornerstone Adult ServicesRI · FY2023$243,512

Saint Elizabeth at Home CorpRI · FY2022$779,746

Saint Elizabeth Home East GreenwichRI · FY2022$717,588

Saint Elizabeth Assisted Living LPFY2022$217,814

Saint Elizabeth Manor East BayRI · FY2022$102,469

Saint Elizabeth Home East GreenwichRI · FY2021$878,480

Saint Elizabeth at Home CorpRI · FY2021$427,000

Saint Elizabeth Assisted Living LPFY2021$320,174

Cornerstone Adult ServicesRI · FY2021$137,000

See all 24 grants →

By the numbers

The FY2021 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$6.5M

Ln 12

Gifts and grantsLn 1h$4.9M

Investment incomeLn 3$1.4M

Fees for servicesLn 2g$129K

Money outPt IX

$2.6M

Ln 25

Programscol B$1.8M

Managementcol C$795K

Fundraisingcol D$65K

Owns and owesPt X

$33.1M

net assets · Ln 32

Cash and savingsLn 1–2$1.0M

Total assetsLn 16$34.0M

LiabilitiesLn 26$834K

PeoplePt VI, VII

23

listed · VII A

PaidVII A0

Voting boardVI 1a18

IndependentVI 1b18

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$4.9M

Government grantsLn 1e$199K

Fees for servicesLn 2g$129K

Investment incomeLn 3$1.4M

Other incomeLn 4–11$50K

Gains on assetsLn 7$747K

Total revenueLn 12$6.5M

Assets in detailPt X, end of year

CashLn 1$359K

SavingsLn 2$646K

Cash and savings togetherLn 1–2$1.0M

Pledges and grants receivableLn 3$398K

Prepaid expenses and deferred chargesLn 9$9K

Land, buildings, equipmentLn 10c$73K

InvestmentsLn 11–13$23.8M

Other assetsLn 15$8.6M

Total assetsLn 16$34.0M

LiabilitiesLn 26$834K

Net assetsLn 32$33.1M

OperationsPt I, VI

EmployeesI 50

VolunteersI 60

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3More from this return

Abroad and in kindSch F, M

Noncash gifts receivedSch M Pt I$51K

4Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY21	End FY21
Cash and savingsLn 1–2	$855K	$1.0M
InvestmentsLn 11–13	$20.4M	$23.8M
Land, buildings, equipmentLn 10c	$99K	$73K
Total assetsLn 16	$29.1M	$34.0M
LiabilitiesLn 26	$853K	$834K
Net assetsLn 32	$28.2M	$33.1M

5Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$1.8M	$1.8M
Investment management feesLn 11f	$113K		$113K
Other fees for servicesLn 11g	$71K		$71K
Advertising and promotionLn 12	$105K		$105K
Office expensesLn 13	$47K		$47K
Information technologyLn 14	$40K		$40K
TravelLn 17	$2K		$2K
Depreciation, depletion and amortizationLn 22	$19K		$19K
InsuranceLn 23	$17K		$17K
Other expenses (24a–d)Ln 24	$447K		$382K	$65K
Total functional expensesLn 25	$2.6M	$1.8M	$795K	$65K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 LatestFiled with the IRS Nov 12, 2025	$8.2M	$6.4M	$1.8M	$27.6M	990 PDF
FY2023Filed with the IRS Nov 15, 2024	$2.3M	$6.6M	−$4.3M	$25.6M	990 PDF
FY2022Filed with the IRS Nov 14, 2023	$2.9M	$3.0M	−$121K	$28.5M	990 PDF
FY2021 ViewingFiled with the IRS Nov 14, 2022	$6.5M	$2.6M	$3.8M	$33.1M	990 PDF
FY2020Filed with the IRS Nov 15, 2021	$2.0M	$2.3M	−$274K	$28.2M	990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2021 990 (6 parts)

Part I · Summary $6,477,601 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $847,593$4,936,728

I-9 Program service revenuePrior year $123,187$128,533

I-10 Investment incomePrior year $1,042,819$1,362,305

I-11 Other revenuePrior year $35,494$50,035

I-12 Total revenuePrior year $2,049,093$6,477,601

I-13 Grants and similar amounts paidPrior year $1,449,576$1,784,980

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $873,125$859,277

I-18 Total expensesPrior year $2,322,701$2,644,257

I-19 Revenue less expensesPrior year −$273,608$3,833,344

Part VI · Governance 18 of 18 board members independent, no flags

VI-1a Voting members of the governing body18

VI-1b Independent voting members18

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $6,477,601 across 9 lines filed

VIII-1d Related organizations$4,402,559

VIII-1e Government grants$199,045

VIII-1f All other contributions, gifts and grants$335,124

VIII-1h Total contributions, gifts and grants$4,936,728

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $128,533$128,533

VIII-3 Investment incomeExcluded from tax $615,242$615,242

VIII-7 Net gain or loss on sales of assetsExcluded from tax $747,063$747,063

VIII-8 Net income from fundraising eventsExcluded from tax $50,035$50,035

VIII-12 Total revenueRelated to mission $128,533 · Unrelated business $0 · Excluded from tax $1,412,340$6,477,601

Part IX · Statement of functional expenses $2,644,257 across 10 lines filed

IX-1 Grants to domestic organizationsPrograms $1,784,980$1,784,980

IX-11f Investment management feesManagement $112,826$112,826

IX-11g Other fees for servicesManagement $70,810$70,810

IX-12 Advertising and promotionManagement $104,704$104,704

IX-13 Office expensesManagement $47,047$47,047

IX-14 Information technologyManagement $39,547$39,547

IX-17 TravelManagement $1,509$1,509

IX-22 Depreciation, depletion and amortizationManagement $18,853$18,853

IX-23 InsuranceManagement $17,063$17,063

IX-24 Other expenses (24a–d)Management $382,148 · Fundraising $64,770$446,918

IX-25 Total functional expensesPrograms $1,784,980 · Management $794,507 · Fundraising $64,770$2,644,257

Part X · Balance sheet $33,952,734 assets, 15 lines filed

X-1 Cash, non-interest-bearingStart of year $330,134$359,352

X-2 Savings and temporary cash investmentsStart of year $524,623$645,621

X-3 Pledges and grants receivableStart of year $529,757$398,239

X-9 Prepaid expenses and deferred chargesStart of year $15,945$9,086

X-10c Land, buildings and equipment, netStart of year $98,743$73,468

X-11 Publicly traded securitiesStart of year $20,371,753$23,846,030

X-15 Other assetsStart of year $7,189,567$8,620,938

X-16 Total assetsStart of year $29,060,522$33,952,734

X-17 Accounts payable and accrued expensesStart of year $827,886$833,882

X-25 Other liabilitiesStart of year $25,244$0

X-26 Total liabilitiesStart of year $853,130$833,882

X-27 Net assets without donor restrictionsStart of year $27,351,903$32,219,810

X-28 Net assets with donor restrictionsStart of year $855,489$899,042

X-32 Total net assets or fund balancesStart of year $28,207,392$33,118,852

X-33 Total liabilities and net assetsStart of year $29,060,522$33,952,734

Part XI · Reconciliation of net assets $33,118,852 net assets at year end

XI-1 Total revenue$6,477,601

XI-2 Total expenses$2,644,257

XI-3 Revenue less expenses$3,833,344

XI-4 Net assets at start of year$28,207,392

XI-5 Net unrealized gains (losses) on investments$1,078,116

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$33,118,852

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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Saint Elizabeth Community FY2021 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Saint Elizabeth Community

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV