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St Joseph's Villa INC

David City, NEUnknown exempt organization EIN 47-0490837Revenue $5.1M in FY2022Latest return filed Nov 14, 2022

On file with the IRSsaintjosephsvilla.orgDavid City, NE

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Nursing home/assisted living care for the elderly.

89¢ of each $1 spent went to programs.
Run by 1 volunteers and 138 employees.
Mission: Form 990 Part I, line 1 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2022
latest Form 990
Worth a look: the latest return is for FY2022, 4 tax years back; more than 3 tax years.
IRS e-file · Filing history
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Plus $4.5M in investments, Pt X · Ln 11–13
Fine: 2.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$1.8M
20% of total assets
Looks good: liabilities are 20% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$5.1M
Spent
$6.1M
To programs
89%
Net assets
$7.5M

From the FY2022 Form 990 (year ending June 2022) · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2022.

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

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $5.5M Management & general 11% · $651K

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

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Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
$0Pt VII · Sec A
William Ponec
Vice Chairman
$0Pt VII · Sec A
$0Pt VII · Sec A
Kathy Engel
Secretary
$0Pt VII · Sec A
Laura Kobza
Director
$0Pt VII · Sec A
Ken Polacek
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Sue Birkel
Director
$0Pt VII · Sec A
See St Joseph's Villa INC 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 15aNo

Programs and updates

Provides nursing home and assisted living care for the elderly.

Questions for St Joseph's Villa INC

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1 program · $5.5M · in their own filed words · FY2021
01

Nursing HOME/ASSISTED living care for the elderly.

$5.5Mprogram expense

By the numbers

The FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$5.1M
Ln 12
Fees for servicesLn 2g$5.0M
Gifts and grantsLn 1h$129K
Investment incomeLn 3$25K
Money outPt IX
$6.1M
Ln 25
Programscol B$5.5M
Managementcol C$651K
Owns and owesPt X
$7.5M
net assets · Ln 32
Cash and savingsLn 1–2$1.0M
Total assetsLn 16$9.3M
LiabilitiesLn 26$1.8M
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$129K
Government grantsLn 1e$106K
Fees for servicesLn 2g$5.0M
Investment incomeLn 3$25K
Gains on assetsLn 7−$42K
Total revenueLn 12$5.1M
Assets in detailPt X, end of year
CashLn 1$412K
SavingsLn 2$595K
Cash and savings togetherLn 1–2$1.0M
Accounts receivableLn 4$377K
Prepaid expenses and deferred chargesLn 9$27K
Land, buildings, equipmentLn 10c$3.4M
InvestmentsLn 11–13$4.5M
Intangible assetsLn 14$24K
Other assetsLn 15$30K
Total assetsLn 16$9.3M
LiabilitiesLn 26$1.8M
Net assetsLn 32$7.5M
OperationsPt I, VI
EmployeesI 5138
VolunteersI 61
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3More from this return
BondsSch K, Pt X
Tax-exempt bond debt owedX 20$1.1M
Bond issues listedSch K Pt I1
Raised by those issuesSch K Pt I$3.0M
EndowmentSch D · Pt V
LineFY22FY21FY20FY19FY18
End of yearLn 1g$5.4M$5.4M$5.4M$5.3M$5.2M
SpentLn 1d–1f$16K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$2.0M$1.0M
InvestmentsLn 11–13$4.9M$4.5M
Land, buildings, equipmentLn 10c$3.6M$3.4M
Total assetsLn 16$10.8M$9.3M
LiabilitiesLn 26$1.9M$1.8M
Net assetsLn 32$8.9M$7.5M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$2K$2K
Other salaries and wagesLn 7$2.5M$2.2M$293K
Other employee benefitsLn 9$333K$292K$41K
Payroll taxesLn 10$180K$159K$21K
Management feesLn 11a$176K$87K$89K
Accounting feesLn 11c$16K$16K
Other fees for servicesLn 11g$1.7M$1.7M$32K
Advertising and promotionLn 12$18K$18K
Office expensesLn 13$253K$186K$67K
Information technologyLn 14$6K$6K
OccupancyLn 16$4K$4K
TravelLn 17$16K$15K$987
InterestLn 20$62K$62K
Depreciation, depletion and amortizationLn 22$301K$301K
InsuranceLn 23$80K$51K$29K
Other expenses (24a–d)Ln 24$432K$413K$20K
All other expensesLn 24e$39K$25K$13K
Total functional expensesLn 25$6.1M$5.5M$651K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2022 Latest ViewingFiled with the IRS Nov 14, 2022 $5.1M$6.1M−$1.0M$7.5M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $5,107,418 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,370,773$128,919
I-9 Program service revenuePrior year $5,478,538$4,953,210
I-10 Investment incomePrior year $1,328,309$25,289
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $8,177,620$5,107,418
I-13 Grants and similar amounts paidPrior year $1,500$1,500
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $3,202,783$2,992,619
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,839,504$3,131,360
I-18 Total expensesPrior year $6,043,787$6,125,479
I-19 Revenue less expensesPrior year $2,133,833−$1,018,061
Part VI · Governance 9 of 9 board members independent, 3 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $5,107,418 across 7 lines filed
Lines not itemized here account for $791 of total revenue; see the IRS return.
VIII-1e Government grants$106,196
VIII-1f All other contributions, gifts and grants$22,723
VIII-1h Total contributions, gifts and grants$128,919
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,952,419$4,952,419
VIII-3 Investment incomeExcluded from tax $67,250$67,250
VIII-7 Net gain or loss on sales of assetsRelated to mission −$41,961−$41,961
VIII-12 Total revenueRelated to mission $4,910,458 · Unrelated business $0 · Excluded from tax $68,041$5,107,418
Part IX · Statement of functional expenses $6,125,479 across 17 lines filed
IX-2 Grants to domestic individualsPrograms $1,500$1,500
IX-7 Other salaries and wagesPrograms $2,187,105 · Management $292,865$2,479,970
IX-9 Other employee benefitsPrograms $291,886 · Management $40,833$332,719
IX-10 Payroll taxesPrograms $158,606 · Management $21,324$179,930
IX-11a Management feesPrograms $86,626 · Management $89,047$175,673
IX-11c Accounting feesManagement $16,453$16,453
IX-11g Other fees for servicesPrograms $1,695,710 · Management $31,919$1,727,629
IX-12 Advertising and promotionManagement $18,266$18,266
IX-13 Office expensesPrograms $186,040 · Management $66,631$252,671
IX-14 Information technologyManagement $5,979$5,979
IX-16 OccupancyManagement $4,321$4,321
IX-17 TravelPrograms $14,792 · Management $987$15,779
IX-20 InterestPrograms $62,465$62,465
IX-22 Depreciation, depletion and amortizationPrograms $301,105$301,105
IX-23 InsurancePrograms $50,927 · Management $29,145$80,072
IX-24 Other expenses (24a–d)Programs $412,859 · Management $19,573$432,432
IX-24e All other expensesPrograms $25,070 · Management $13,445$38,515
IX-25 Total functional expensesPrograms $5,474,691 · Management $650,788 · Fundraising $0$6,125,479
Part X · Balance sheet $9,338,511 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $1,361,832$411,746
X-2 Savings and temporary cash investmentsStart of year $591,308$595,163
X-4 Accounts receivableStart of year $294,247$377,346
X-9 Prepaid expenses and deferred chargesStart of year $26,789$26,739
X-10c Land, buildings and equipment, netStart of year $3,604,233$3,381,404
X-11 Publicly traded securitiesStart of year $4,898,035$4,492,518
X-14 Intangible assetsStart of year $31,460$23,595
X-15 Other assetsStart of year $30,000$30,000
X-16 Total assetsStart of year $10,837,904$9,338,511
X-17 Accounts payable and accrued expensesStart of year $500,800$700,146
X-20 Tax-exempt bond liabilitiesStart of year $1,390,000$1,135,000
X-26 Total liabilitiesStart of year $1,890,800$1,835,146
X-27 Net assets without donor restrictionsStart of year $8,849,104$7,384,450
X-28 Net assets with donor restrictionsStart of year $98,000$118,915
X-32 Total net assets or fund balancesStart of year $8,947,104$7,503,365
X-33 Total liabilities and net assetsStart of year $10,837,904$9,338,511
Part XI · Reconciliation of net assets $7,503,365 net assets at year end
XI-1 Total revenue$5,107,418
XI-2 Total expenses$6,125,479
XI-3 Revenue less expenses−$1,018,061
XI-4 Net assets at start of year$8,947,104
XI-5 Net unrealized gains (losses) on investments−$425,678
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$7,503,365

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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