2024-05-14T10:16:29+00:00 2023-06-30 350921680 CROWE LLP 225 WEST WACKER DRIVE SUITE 2600 CHICAGO IL 606061224 990 2022-07-01 371485002 ST JOSEPH SENIOR HOUSING STJO 3183315200 11500 Theresa Drive Lemont IL 604392727 Richard D Truesdale AVP of Finance & Accounting 2024-05-14 false Richard Truesdale 999009999 JENNIFER BURKE P01342224 3128997000 2022 2023-04-26 12:10:37Z Regina Umanskiy 11500 Theresa Drive Lemont IL 604392727 1816517 false X WWW.FRANCISCANCOMMUNITIES.COM X 2003 IL Organized and operated exclusively for the Charitable and religious purpose to support the ministries of the Franciscan Sisters of Chicago. X 3 2 0 2 0 0 156922 52307 415265 267554 88 1496337 1899 319 574174 1816517 0 0 63258 44639 0 0 587223 377483 650481 422122 -76307 1394395 7952310 82575 8408683 22280 -456373 60295 X The Mission of St. Joseph Senior Housing is to Celebrate Life and Serve with Joy. false true 378606 267873 ST. JOSEPH SENIOR HOUSING MANAGES AFFORABLE HOUSING PROJECTS TO PROVIDE AFFORDABLE HOUSING TO THE ELDERLY AND FRAIL WHOSE INCOME MAY RANGE FROM 30% TO 60% OF THE AREA'S MEDIUM INCOME. THE REDUCED RENTS ALLOW THE RESIDENTS TO LIVE IN A SAFE AND SECURE ENVIRONMENT WITH SOCIAL AND SPIRITUAL ENHANCEMENTS THAT THEIR INCOME MAY NOT OTHERWISE ALLOW THIS OPPORTUNITY. 378606 false true false false false false false false false false false false false false true false true false false false false false false false false false false false true false false false false false false false false false false false true true true false false true 0 0 0 false false false false false false false false X 3 2 true false false false true true true true false false false true true true true true true true true true false IL X RICHARD D TRUESDALE 3313185200 11500 Theresa Drive Lemont IL 604392727 Bobbie Parkhill Vice Chairman 0.1 0.9 X X 0 0 0 James Stark Chairman 0.1 0.9 X X 0 0 0 Judy L Amiano President & Chief Executive Officer through Sept 2022 0.1 39.9 X X 0 1100371 59468 Regina Umanskiy President & Chief Executive Officer as of Jul 2022 0.1 39.9 X X 0 183059 4805 Andrea Ramirez-Justin Secretary 0.1 0.9 X 0 0 0 Daniel Noonan Treasurer and Chief Financial Officer through Dec 2022 0.1 39.9 X 0 374804 36004 Denise Boudreau Assistant Secretary 0.1 39.9 X 0 65165 13741 Robert Rosenberger Treasurer and Chief Financial Officer as of Apr 2023 0.1 39.9 X 0 0 0 Tracy A Shearer Assistant Secretary 0.1 39.9 X 0 88472 16471 0 1811872 130488 0 false true false 0 52307 52307 Net Service Revenue 531110 260903 260903 Management Fee Revenue 541610 6651 6651 0 0 0 0 267554 2470 2470 0 0 1493867 0 1493867 1493867 1493867 Miscellaneous Revenue 900099 319 319 0 0 0 0 319 1816517 267873 0 1496337 0 0 0 0 0 0 0 0 0 0 0 0 34925 34925 913 913 6181 6181 2620 2620 6771 6771 22949 22949 6034 6034 35298 35298 0 0 7762 7762 86078 86078 43024 43024 169567 169567 0 0 0 0 422122 378606 43516 0 300 305125 10165 2346 0 0 0 0 631 28082 70961 0 0 5896601 0 0 0 1719225 1449 7952310 82575 140341 22280 2510754 0 0 4584533 1173055 0 8408683 22280 X -456373 60295 -456373 60295 7952310 82575 X 1394395 -605021 -272706 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED NONCONTROLLING INTEREST IN SUBSIDIARY REFUND ENT FEES AND DEP DUE TO AFFILIATES note payable - FSCSC 0 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE ORGANIZATION IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF FRANCISCAN SISTERS OF CHICAGO SERVICE CORPORATION ("FSCSC"). FRANCISCAN MINISTRIES HAS ANALYZED THE TAX POSITIONS TAKEN IN ITS FILINGS WITH THE INTERNAL REVENUE SERVICE (IRS) AND STATE JURISDICTIONS WHERE IT OPERATES. FRANCISCAN MINISTRIES BELIEVES THAT ITS INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON FRANCISCAN MINISTRIES' FINANCIAL CONDITION, RESULTS OF OPERATIONS, OR CASH FLOWS. ACCORDINGLY, FRANCISCAN MINISTRIES HAS NOT RECORDED ANY RESERVES OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2023 AND 2022. false true false false false false false true false Judy L Amiano President & Chief Executive Officer through Sept 2022 0 333298 0 207043 0 560030 0 49764 0 9704 0 1159839 0 0 Regina Umanskiy President & Chief Executive Officer as of Jul 2022 0 181655 0 125 0 1279 0 4158 0 647 0 187864 0 0 Daniel Noonan Treasurer and Chief Financial Officer through Dec 2022 0 277069 0 94809 0 2926 0 36004 0 0 0 410808 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE FRANCISCAN SISTERS OF CHICAGO SERVICE CORPORATION ("FSCSC"), the sole corporate member, has the responsibility to establish compensation ranges for the organization's CEO/Executive Officer. The process for determining the appropriate compensation includes: 1. Review and approval by the executive compensation committee. 2. obtaining and analyzing comparable compensation data for similar persons in functionally comparable positions in similar organizations. 3. contemporaneous documentation and record keeping with respect to deliberations and decisions regarding the compensation arrangements is maintained. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE FOLLOWING SUMMARY LISTS THE EMPLOYEES PARTICIPATING IN A NONQUALIFIED 457(F) RETIREMENT PLAN. THESE AMOUNTS ARE INCLUDED IN PART II COLUMN C: JUDY AMIANO - $20,114 DANIEL NOONAN - $7,357 Schedule J, Part I, Line 7 Non-fixed payments THE FRANCISCAN SISTERS OF CHICAGO SERVICE CORPORATION ("FSCSC"), THE SOLE CORPORATE MEMBER, HAS THE RESPONSIBILITY TO PROVIDE ANY NON-FIXED PAYMENTS FOR THE ORGANIZATION'S CEO/EXECUTIVE OFFICER. DISCRETIONARY BONUSES ARE PAID UPON APPROVAL OF THE BOARD OF DIRECTORS TO SENIOR MANAGEMENT ANNUALLY, BASED UPON THE GOALS DEFINED BY THE BOARD OF DIRECTORS. Sold apartment complexes of a related party 2022-10-27 620000 NOI/Market CAP rate 870965823 HLH Property Holdings LLC 15910 Ventura Blvd Suite 1100 Encino CA 91436 Limited Liability Company false false false false Form 990, Part III, Line 1 VALUE STATEMENT THE VALUES OF ST. JOSEPH SENIOR HOUSING INCLUDE: 1. RESPECT: reflect God in all we do; 2. DEDICATION: PASSIONATELY carry forward this ministry ENTRUSTED TO US: 3. STEWARDSHIP: RESPONSIBLY USING the gift of OUR RESOURCES; 4. JOY: GIVe FROM YOUR HEART. Form 990, Part III, Line 3 Significant changes in program services St. Joseph Senior Housing sold its membership interest in Crete Senior Housing, LLC and Crete Senior Housing, Phase II, LLC effective October 24, 2022. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons SR. FRANCIS CLARE RADKE, JUDY AMIANO, REGINA UMANSKIY,JAMES STARK, ANDREA RAMIEREZ-JUSTIN, DANIEL NOONAN, ROBERT ROSENBERGER,TRACY SHEARER, DENISE BOUDREAU - Business relationship Form 990, Part VI, Line 6 Classes of members or stockholders The sole corporate member of St. Joseph Senior Housing is the Franciscan Sisters of Chicago Service Corporation ("FSCSC"). The members of FSCSC shall consist of the general minister and the members of the general council of the Franciscan sisters of Chicago. The members shall act in the stewardship capacity and ensure that all actions of St. Joseph Senior Housing are consistent with the purposes of FSCSC and the ethical and religious principles of the Franciscan Sisters of Chicago and in Furtherance of their Apostolates and the Catholic Church. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The sole members of the Franciscan Sisters of Chicago Service Corporation have the reserve power to appoint and remove directors and fill vacancies on the board of directors of St. Joseph Senior Housing. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders The Member, the Franciscan Sisters of Chicago Service Corporation ("FSCSC"), shall have the following reserved powers: (A) Mission, Philosophy, Values. To review and consult with the FSCSC Board, prior to the FSCSC Board's approval or adoption of any changes to or deviations from the mission, philosophy and values of FSCSC (including as reflected in any statement of its mission, philosophy or values, or in any strategic plan, any annual, operating, capital and cash flow budgets ("Strategic and Financial Plans")), and to approve any such change or deviation. 1. To appoint the Vice President of Mission Integration and Pastoral Care. (b) Governing Document Amendments and Governance. 1. To approve any amendments to the Articles of Incorporation, Bylaws or similar governing documents of FSCSC or any Affiliate that would diminish the rights and powers of the Members as set forth herein or in such other governing documents. 2. To appoint and remove Directors and fill vacancies on the Board. 3. To appoint or remove the Chairperson and the President/CEO of FSCSC, after consultation with the Board. (c) Significant Actions. 1. To approve any merger, consolidation, dissolution or liquidation of FSCSC or any Affiliate, other than a merger or consolidation solely between existing Affiliates. 2. To approve the creation of any new Affiliate or any affiliation (including any arrangement by which FSCSC or any Affiliate has the right to appoint one or more members of the governing board or otherwise exercise approval or veto powers with respect to the management of any other entity, or by which another entity has such appointment, approval or veto rights with respect to FSCSC or any Affiliate). 3. To approve the establishment, termination, transfer or other acquisition or disposition of any major ministry, work or similar program by FSCSC or any Affiliate (including but not limited to elder care, home health, shelters, financial services, management services and affordable housing). 4. To approve the purchase, sale, donation, lease, mortgage, or any other acquisition, disposition or encumbrance of any assets of FSCSC or any Affiliate, over the amount set by the Members from time to time. 5. To approve the incurrence of indebtedness, or the guarantee of indebtedness of any person, by FSCSC or any Affiliate over an amount specified by the Members from time to time. (d) Information. To require that FSCSC provide any information reasonably related to and useful to the Members in exercising any of the reserved powers set forth in this section. Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body THERE ARE NO COMMITTEES WITH THE AUHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. Form 990, Part VI, Line 11b Review of form 990 by governing body Management presented a final draft of the completed form 990, including all applicable schedules, to the audit and finance committee and made the same available to all board members, prior to its filing with the internal revenue service. Form 990, Part VI, Line 12c Conflict of interest policy As provided for in the conflict of interest policy, it is the responsibility of the board or committee chair to ensure that each director, officer, and member of a board committee annually signs an FSCSC approved conflict of interest disclosure statement. Copies of all signed statements are forwarded to the corporate director of compliance and standards. Potential conflicts of interest of board members are brought to the attention of the board chair. After discussion with the interested person, he or she shall leave the board or committee meeting while a determination of a conflict of interest is discussed and voted on. Proposed transactions with interested persons on the board of directors or committee require the approval of the board prior to entering into the proposed transaction or arrangement. The interested person shall not be present during the presentation or the vote on the proposed transaction or arrangement. Key employees, officers and highest compensated employees are required to complete an annual conflict of interest statement that is reviewed by their direct supervisor. The supervisor will work with the compliance officer and possibly human resources in taking appropriate steps to address the potential conflict. Form 990, Part VI, Line 15a Process to establish compensation of top management official St. Joseph SEnior Housings' TOP MANAGEMENT OFFICIAL IS PAID BY THE FRANCISCAN SISTERS OF CHICAGO SERVICE CORPORATION ("FSCSC"), A RELATED TAX-EXEMPT ORGANIZATION. The board of directors of the organization has adopted an executive compensation philosophy to enable FSCSC to recruit, retain, develop and motivate capable and committed executive leaders essential to sustaining its mission and achieving its vision and organizational goals. The executive compensation committee monitors the compensation strategy to reflect changes in market conditions and executive needs. This strategy and the reward elements serve as a "road map" for the on-going administration of the compensation programs. The Board has adopted a philosophy of viewing executive compensation in its totality, considering all reward elements - both extrinsic and intrinsic, provided to executives. Annually, the executive compensation committee makes the recommendation on the compensation for the president and chief executive officer with final approval from the sponsor as recommended by the FSCSC board of directors. The recommendation is based, in part, on the review of the most current market data available and compensation strategy discussion. FSCSC's president and chief executive officer makes recommendations to the executive compensation committee for the establishment of salary ranges and salaries for the chief financial officer and chief operating officer of the organization. The executive compensation committee of the board of directors has adopted a practice of having a third-party review of total remuneration for executive staff and obtains a letter of reasonableness every two to three years. This third party review includes: 1. Obtain and analyze comparable compensation data for similar persons in functionally comparable positions in similar organizations; 2. Contemporaneous documentation and record keeping with respect to deliberations and decisions regarding the compensation arrangements is maintained; 3. The process of obtaining comparable compensation data was last performed in June 2022, and the executive Compensation Committee reviewed the third party data regarding Executive Compensation for the CEO, in light of the current year trends Form 990, Part VI, Line 15b Process to establish compensation of other employees ST. Joseph Senior Houseing's other officers are paid by the Franciscan Sisters of Chicago Service Corporation ("FSCSC"), a related tax exempt organization. The President and Chief Executive Officer, makes recommendations to the Executive Compensation Committee for the establishment of salary ranges and salaries for the Chief Financial Officer and Chief Operating Officer of the organization. The Chief Talent Officer is responsible for making recommendations and establishing compensation ranges for the position of Vice President of Ministry Development; Chief Talent Officer; Vice President of Mission Integration and Pastoral Care; and Vice President of Clinical Services. FSCSC's Chief Talent Officer has the responsibility to establish compensation recommendations for the organization's other officers and key employees. The process for determining the appropriate compensation of each position includes: 1. Human Resources department obtains and analyzes comparable compensation data for similar person in functionally comparable position in similar organizations. 2. President and Chief Executive Officer reviews and make final approval of compensation ranges and salaries. 3. Compensation review is shared with the Executive Compensation Committee for all executive positions. 4. Contemporaneous documentation and record keeping with respect to deliberations and decisions regarding the compensation arrangements is maintained. Form 990, Part VI, Line 19 Required documents available to the public The organization makes its governing documents, conflict of interest policy and financial statements available to the public in accordance with applicable laws and regulations. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Net Asset Transfers - -272706; CRETE SENIOR HOUSING PHASE II LLC 11500 THERESA DRIVE LEMONT IL 60439 263724299 AFFORDABLE SENIORE HOUSING IL 128884 0 SJSH CRETE HOUSING MANAGER LLC 11500 THERESA DRIVE LEMONT IL 60439 383698012 AFFORDABLE SENIOR HOUSING IL 13 0 SJSH FRANCISCAN SISTERS OF CHICAGO 11500 THERESA DRIVE LEMONT IL 60439 362877607 PARENT IL 501(c)(3) 1 NA false Franciscan Sisters of Chicago Service Corp 11500 THERESA DRIVE LEMONT IL 60439 363579767 Management IL 501(c)(3) Type II FSC false FRANCISCAN COMMUNITIES INC 11500 THERESA DRIVE LEMONT IL 60439 351124441 HEALTHCARE IN 501(c)(3) 10 FSCSC false UNIVERSITY PLACE INC 11500 THERESA DRIVE LEMONT IL 60439 352058981 HEALTHCARE IN 501(c)(3) 10 FSCSC false Franciscan Communities Inc II 11500 Theresa Drive Lemont IL 60439 820822232 HEALTHCARE IL 501(c)(3) 10 FSCSC false FRANCISCAN COMMUNITY SERVICES INC 11500 THERESA DRIVE LEMONT IL 60439 364026985 HEALTHCARE IL 501(c)(3) 10 FSCSC false FRANCISCAN COMMUNITY BENEFIT SERVICES 11500 THERESA DRIVE LEMONT IL 60439 364454351 FOUNDATION IL 501(c)(3) 7 FSCSC false ST JUDE HOUSE 11500 THERESA DRIVE LEMONT IL 60439 351905782 ABUSE SHELTER IN 501(c)(3) 7 FCBS false SAMC INC 11500 THERESA DRIVE LEMONT IL 60439 351172181 HOSPITAL IN 501(c)(3) 3 FSCSC false Village at Mercy Creek 11500 Theresa Drive Lemont IL 60439 454195490 Healthcare IL 501(c)(3) 10 FSCSC false FRANCISCAN ADVISORY SERVICES 11500 THERESA DRIVE LEMONT IL 60439 900821523 MANAGEMENT AND DEVELOPMENT ADVISORY SERVICES IL NA C Corporation false false false false false false false false false false false false false true false true false false false false