2026-08-31T13:52:02-05:00 2026-03-31 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990 2025-04-01 610587819 ST CHARLES CARE CENTER INC STCH 8593313224 600 FARRELL DRIVE COVINGTON KY 41011 KAREN NICHOLE SMITH PRESIDENT/CEO 8593313224 2026-08-24 1 RENEA R IRICK P01586814 5132413111 2026-08-24 2025 KAREN NICHOLE SMITH 600 FARRELL DRIVE COVINGTON KY 41011 26697261 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. 7 6 162 44 0 0 148416 137211 6828248 7243110 2251520 4054095 -3556 -309 9224628 11434107 30591 6234 0 0 3890667 4203850 0 0 56174 2749961 2999523 6671219 7209607 2553409 4224500 61507611 65422153 3189104 2629176 58318507 62792977 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 3682611 5194 4918879 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. 1878594 0 2124831 ST. CHARLES CARE CENTER PROVIDED CARE AND SERVICES TO RESIDENTS OF NORTHERN KENTUCKY IN OUR 16 BED ASSISTED LIVING FACILITY. THE SERVICES INCLUDED BUT WERE NOT LIMITED TO ROOM AND BOARD, MEALS, MEDICAL SUPPLIES, MEDICAL TREATMENTS AND REHABILITATION SERVICES. 255861 1040 177347 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. 245334 22053 ST. CHARLES AT HOME PROGRAM PROVIDES PERSONAL CARE SERVICES TO RESIDENTS OF THE ST. CHARLES COMMUNITY. 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 DEVICES, 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. 245334 22053 6062400 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 16 0 1 162 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 7 6 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X KAREN NICHOLE SMITH 8593313224 600 FARRELL DRIVE COVINGTON KY 41011 EDWARD BUECHEL CHAIRPERSON 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 DONNA BLOEMER BOARD MEMBER 1.00 X 0 0 0 RITA WATKINS BOARD MEMBER 1.00 X 0 0 0 KAREN NICHOLE SMITH PRESIDENT/CEO 40.00 X X 207374 0 31000 MARY MICHELLE BONAR SECRETARY 40.00 X 98791 0 36113 CHRISTINE CAMPOAMOR CFO/ TREASURER 40.00 X 106245 0 20831 412410 0 87944 2 0 1 0 ASHLEY BUILDERS GROUP 1088 WALBURG AVE VILLA HILLS KY 41017 GENERAL CONTRACTOR 626494 EXCEPTIONAL REHAB 1050 CHINOE RD SUITE 350 LEXINGTON KY 40502 PT, OT, ST SERVICES 111895 2 16900 120311 137211 INDEPENDENT LIVING 623000 4918879 4918879 NURSING CARE 623000 2124831 2124831 ADULT DAYCARE 623000 177347 177347 AT HOME PROGRAM 623000 22053 22053 7243110 1334406 1334406 17965642 15245953 2719689 2719689 2719689 16747 16900 17201 -454 -454 OTHER INCOME 900099 145 145 145 11434107 7243110 0 4053786 6234 6234 500354 35025 465329 2973349 2839449 86067 47833 79605 59923 18719 963 378335 363645 14690 272207 227425 42463 2319 175072 175072 271098 241083 29731 284 109206 18763 90443 888299 827529 60770 309451 282588 26863 BUILDING EXPENSES 633680 633680 DIETARY SUPPLIES 380532 380532 OTHER SUPPLIES 120371 106560 10195 3616 OTHER EXPENSES 111814 39964 70691 1159 7209607 6062400 1091033 56174 6451 7474 1230207 1594147 61850 69017 42663 44087 229221 247179 33171743 17186126 15969948 15985617 43967271 47474632 61507611 65422153 423690 526339 2765414 2102837 3189104 2629176 X 55552860 59577640 2765647 3215337 58318507 62792977 61507611 65422153 X 4224500 -274186 524156 X X 0 1 X 1 0 X 104118 120050 128014 163688 137211 653081 5633460 6089367 6530196 6828248 7243110 32324381 5737578 6209417 6658210 6991936 7380321 32977462 2550 1540 870 1280 2364 8604 0 2550 1540 870 1280 2364 8604 32968858 1176592 927020 987284 1232332 1334406 5657634 1176592 927020 987284 1232332 1334406 5657634 2238 4830 51 89 145 7353 6916408 7141267 7645545 8224357 8714872 38642449 0.85320 0.85930 0.14640 0.14010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2758503 162075 110586 2809992 2750974 115124 107595 2758503 2589836 271724 110586 2750974 2899318 -201979 107503 2589836 2909365 93650 103697 2899318 0.28830 0.71170 0 0 274780 274780 28323842 13708360 14615482 4222034 3311434 910600 351087 166332 184755 15985617 PENSION LIABILITY 539902 RESIDENTS' OCCUPANCY FEES 1523935 RENTAL DEPOSITS 39000 2102837 11519973 -274186 535124 260938 11259035 175072 175072 11434107 7045503 0 7045503 175072 -10968 164104 7209607 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 491,311. EXPENSE RECLASSIFICATION -6,233. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 32,845. FUNDRAISING EXPENSE 17,201. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSE RECLASSIFICATION 6,233. FUNDRAISING EXPENSE -17,201. COCKTAILS AND CANDY CANES 33647 16900 16747 688 636 15264 300 312 33647 16900 16747 688 636 15264 300 312 17200 -453 1 SUBSIDY FOR INDEPENDENT LIVING PROGRAM 1 5194 REDUCED/FREE SERVICE SUBSIDY FOR ADULT DAYCARE 2 1040 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 172374 0 35000 0 0 0 31000 0 0 0 238374 0 0 0 MARILYN VERST FAMILY MEM. OF CEO 53587 EMPLOYMENT 0 SHELBY SMITH FAMILY MEM. OF CEO 54375 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 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 THE ORGANIZATION MAKES AVAILABLE ALL DOCUMENTS REQUIRED BY LAW. FORM 990, PART XI, LINE 9: SPLIT INTEREST 32,845. CHANGE IN NET ASSETS FOR BENEFIT PLANS 491,311. 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 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 SND NATIONAL MINISTRY CORP J 752686 COST