2024-10-01T15:27:23-05:00 2024-03-31 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990 2023-04-01 610587819 ST CHARLES CARE CENTER INC STCH 8593313224 600 FARRELL DRIVE COVINGTON KY 41011 KAREN NICHOLE SMITH PRESIDENT/CEO 8593313224 2024-09-26 1 0 RENEA R IRICK P01586814 5132413111 2024-09-26 2023 2024-10-15 13:58:12Z KAREN NICHOLE SMITH 600 FARRELL DRIVE COVINGTON KY 41011 17550794 0 0928 X WWW.STCHARLESCOMMUNITY.ORG X 1961 KY IT IS THE MISSION OF ST. CHARLES CARE CENTER, INC. TO SERVE THE SENIOR POPULATION AND THEIR FAMILIES AND TO ENRICH ONE ANOTHER IN AN ATMOSPHERE OF MUTUAL TRUST, WILLING COOPERATION, AND SINCERE UNDERSTANDING. THE SENIOR POPULATION IS SERVED BY PROVIDING HOUSING, HEALTH CARE AND OTHER RELATED SERVICES. 9 9 148 55 0 0 120050 128014 6089367 6530196 1587087 1042595 4830 51 7801334 7700856 31601 39568 0 0 3699774 3841321 0 0 54479 2561411 2581194 6292786 6462083 1508548 1238773 52973543 58175234 2936844 2594478 50036699 55580756 X IT IS THE MISSION OF ST. CHARLES CARE CENTER, INC. TO SERVE THE SENIOR POPULATION AND THEIR FAMILIES AND TO ENRICH ONE ANOTHER IN AN ATMOSPHERE OF MUTUAL TRUST, WILLING COOPERATION, AND SINCERE UNDERSTANDING. THE SENIOR POPULATION IS SERVED BY PROVIDING HOUSING, HEALTH CARE AND OTHER RELATED SERVICES. 0 0 3220583 7626 4363332 ST. CHARLES CARE CENTER PROVIDED INDEPENDENT LIVING SERVICES TO RESIDENTS LIVING IN OUR VILLAGE AND LODGE. THE SERVICES INCLUDED IN OUR LODGE PROGRAM ARE ROOM AND BOARD, MEALS, HOUSEKEEPING AND LAUNDRY. THE VILLAGE PROGRAM INCLUDES ROOM AND BOARD, LAWN CARE AND GENERAL MAINTENANCE. RESIDENTS OF BOTH THE LODGE AND THE VILLAGE HAVE ACCESS TO CAMPUS SOCIAL AND HEALTHCARE SERVICES. 1779037 23682 1992228 ST. CHARLES CARE CENTER PROVIDED CARE AND SERVICES TO RESIDENTS OF NORTHERN KENTUCKY IN OUR 16 BED PERSONAL CARE FACILITY. THE SERVICES INCLUDED BUT WERE NOT LIMITED TO ROOM AND BOARD, MEALS, MEDICAL SUPPLIES, MEDICAL TREATMENTS AND REHABILITATION SERVICES. 265754 8260 163062 ST. CHARLES ADULT DAY HEALTH PROGRAM KNOWN AS "CHARLIE'S CLUB" PROVIDES DAY CARE SERVICES TO ELDERLY MEMBERS. THE PROGRAM INCLUDES MEALS AND SNACKS, HEALTH MONITORING, AS NEEDED, AND RECREATIONAL AND SOCIAL ACTIVITIES THROUGHOUT THE DAY. 237624 11574 ST. CHARLES AT HOME PROGRAM PROVIDES PERSONAL CARE SERVICES TO THE ELDERLY MEMBERS OF NORTHERN KENTUCKY. THE PROGRAM INCLUDES COOKING MEALS, DOING HOUSEHOLD CHORES AND MONITORING IF NEEDED. ST. CHARLES ALSO OPERATES A SENIOR RESOURCE CENTER (THE CENTER) THAT PROVIDES NO-COST SERVICES TO ELDERS WITH FINANCIAL NEED BY ASSISTING THEM TO ACCESS HEALTHCARE AND OTHER NEEDED SERVICES, PROVIDING ASSISTIVE DEVISES, OTHER MATERIAL GOODS, AND OTHER SERVICES. THE COST OF THE CENTER AND THE SERVICES IT PROVIDES ARE FUNDED PRIMARILY BY THE CORPORATION. THE RECIPIENTS OF THESE SERVICES PAY NOTHING. 237624 11574 5502998 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 17 0 1 148 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X CHRISTINE CAMPOAMOR 8593313224 600 FARRELL DRIVE COVINGTON KY 41011 EDWARD BUECHEL CHAIRPERSON 1.00 X X 0 0 0 KELLY HOLDEN VICE CHAIRPERSON (THROUGH 5/2023) 1.00 X X 0 0 0 JOHN V DOMASCHKO VICE CHAIRPERSON 1.00 X X 0 0 0 SR MARLA MONAHAN PAST CHAIR 1.00 X 0 0 0 S GREGOR LAMPING III BOARD MEMBER 1.00 X 0 0 0 DONALD H LLOYD II BOARD MEMBER 1.00 X 0 0 0 HOLLY DANNEMAN BOARD MEMBER 1.00 X 0 0 0 DONNA BLOEMER BOARD MEMBER 1.00 X 0 0 0 SR MARY JO SZPILA BOARD MEMBER 1.00 X 0 0 0 RITA WATKINS BOARD MEMBER 1.00 X 0 0 0 SR MARY LUANN BENDER SECRETARY (THROUGH 5/2023) 20.00 X X 0 0 0 MARY MICHELLE BONAR SECRETARY 40.00 X 97004 0 28600 CHRISTINE CAMPOAMOR CFO/ TREASURER 40.00 X 102848 0 10883 KAREN NICHOLE SMITH PRESIDENT/CEO 40.00 X 184192 0 18129 384044 0 57612 2 0 1 0 ASHLEY BUILDERS GROUP 1088 WALBURG AVE VILLA HILLS KY 41017 GENERAL CONTRACTOR 1506402 CARTER LUMBER 601 TALMADGE ROAD KENT OH 44240 LUMBER 248118 2 128014 3069 128014 INDEPENDENT LIVING 623000 4363332 4363332 NURSING CARE 623000 1992228 1992228 ADULT DAYCARE 623000 163062 163062 AT HOME PROGRAM 623000 11574 11574 6530196 987284 987284 9904249 1000 9849938 0 54311 1000 55311 55311 OTHER INCOME 900099 51 51 51 7700856 6530196 0 1042646 39568 39568 441655 29848 411807 2663662 2576470 44154 43038 86675 84874 1801 394850 394850 254479 208454 43447 2578 162746 162746 263842 235911 27931 86068 21457 64611 744456 676965 67491 217266 191768 25498 BUILDING EXPENSES 581478 581478 DIETARY SUPPLIES 335656 335656 OTHER SUPPLIES 101680 86421 10490 4769 OTHER EXPENSES 88002 39278 46431 2293 6462083 5502998 904606 54479 1286525 618 873160 62743 35522 42155 38300 208903 187905 30035594 15479854 12855021 14555740 38518196 42483989 52973543 58175234 465352 497459 2471492 2097019 2936844 2594478 X 47428575 52826908 2608124 2753848 50036699 55580756 52973543 58175234 X 1238773 3945102 360182 X X 0 1 X 1 0 X 102292 104712 104118 120050 128014 559186 6014965 5110594 5633460 6089367 6530196 29378582 6117257 5215306 5737578 6209417 6658210 29937768 1700 1219 2550 1540 870 7879 0 1700 1219 2550 1540 870 7879 29929889 809842 699663 1176592 927020 987284 4600401 809842 699663 1176592 927020 987284 4600401 5108 7976 2238 4830 51 20203 6932207 5922945 6916408 7141267 7645545 34558372 0.86610 0.87270 0.13310 0.12630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2589836 271724 110586 2750974 2899318 -201979 107503 2589836 2909365 93650 103697 2899318 2370963 636897 98495 2909365 2574434 -104265 99206 2370963 0.85930 0.14070 0 0 274780 274780 23736326 12354811 11381515 3911996 2987586 924410 2112492 137457 1975035 14555740 PENSION LIABILITY 991926 RESIDENTS' OCCUPANCY FEES 1067093 RENTAL DEPOSITS 38000 2097019 11803826 3945102 320614 4265716 7538110 162746 162746 7700856 6259769 0 6259769 162746 39568 202314 6462083 PART V, LINE 4: THE ENDOWMENT IS USED TO SUPPORT THE ORGANIZATION'S TAX EXEMPT PURPOSE. THE CORPORATION HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION A PERCENTAGE OF INVESTMENT INCOME AS APPROVED ANNUALLY BY THE GOVERNING BOARD USING A ROLLING THREE-YEAR AVERAGE FOR THE CURRENT YEAR AND PREVIOUS TWO YEARS. INVESTMENT RISK IS MEASURED IN TERMS OF THE TOTAL ENDOWMENT FUND. INVESTMENT ASSETS AND ALLOCATION BETWEEN ASSET CLASSES AND STRATEGIES ARE MANAGED TO NOT EXPOSE THE FUND TO UNACCEPTABLE LEVELS OF RISK. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS CHANGE IN BENEFIT PLAN 326,997. EXPENSE RECLASSIFICATION -39,568. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 33,185. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSE RECLASSIFICATION 39,568. 1 SUBSIDY FOR HOMESTEAD PROGRAM 3 23682 FMV REDUCED/FREE SERVICE SUBSIDY FOR INDEPENDENT LIVING PROGRAM 1 7626 FMV REDUCED/FREE SERVICE SUBSIDY FOR ADULT DAYCARE 4 8205 FMV REDUCED/FREE SERVICE PART I, LINE 2: IF A PERSON IS UNABLE TO AFFORD SERVICES, THEY CAN COMPLETE A FINANCIAL ASSISTANCE FORM WHICH ASKS FOR BASIC FINANCIAL INFORMATION AND THEIR PRIOR YEAR'S TAX FORMS. THE SUBSIDY COMMITTEE THEN REVIEWS THE INFORMATION AND MAKES THE DETERMINATION. X X 0 0 0 0 0 0 0 0 0 KAREN NICHOLE SMITH PRESIDENT/CEO 159192 0 25000 0 0 0 18129 0 0 0 202321 0 0 0 MARILYN VERST FAMILY MEM. OF CEO 80659 EMPLOYMENT 0 FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATIONS BYLAWS PROVIDE THAT THE EXECUTIVE COMMITTEE MAY ACT ON BEHALF OF THE BOARD, IF NECESSARY, BETWEEN BOARD MEETINGS. FORM 990, PART VI, SECTION A, LINE 4 BYLAWS CHANGED IN APRIL 2023 FORM 990, PART VI, SECTION A, LINE 6 THE SND NATIONAL MINISTRY CORP., AN OHIO NOT FOR PROFIT CORPORATION OF THE SISTERS OF NOTRE DAME OF THE UNITED STATES IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE SND NATIONAL MINISTRY CORP. IS THE SOLE MEMBER OF THE ORGANIZATION AND HAS THE AUTHORITY TO APPOINT MEMBERS TO THE GOVERNING BODY AND HAS THE FINAL APPROVAL OF CERTAIN DECISIONS MADE BY THE BOARD AS OUTLINED IN THE BYLAWS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B PURSUANT TO THE BYLAWS OF THE ORGANIZATION, THE SND NATIONAL MINISTRY CORP. HAS RESPONSIBILITY FOR APPROVAL OR VETO OF CERTAIN DECISIONS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 IS SENT TO THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL BEFORE THE 990 IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ST CHARLES ADMINISTRATION HAS BOARD MEMBERS AND MANAGEMENT STAFF COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF KEY EMPLOYEES - PRIOR TO EACH FISCAL YEAR, THE BOARD OF DIRECTORS APPROVES THE PERCENTAGE INCREASE FOR SALARIES WHILE APPROVING THE OVERALL OPERATING BUDGET. THE ACTUAL PERCENTAGE INCREASE FOR KEY EMPLOYEES IS APPROVED BY THE PRESIDENT/CEO OF THE ENTITY, FOLLOWING PERCENTAGE GUIDELINES APPROVED BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE OF THE BOARD EVALUATES AND RECOMMENDS THE COMPENSATION OF THE PRESIDENT/ADMINISTRATOR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST TO THE BY THE PRESIDENT/CEO OF THE ENTITY. THE FORM 990 IS AVAILABLE UPON REQUEST TO THE CFO. FORM 990, PART XI, LINE 9: SPLIT INTEREST 33,185. CHANGE IN NET ASSETS FOR BENEFIT PLANS 326,997. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM LAST YEAR. SND NATIONAL MINISTRY CORP 13000 AUBURN RD CHARDON OH 44024 851312861 CATHOLIC MINISTRY OH 501(C)(3) LINE 1 N/A 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 SND NATIONAL MINISTRY CORP J 690000 COST