Nonprofit · EIN 39-0806866
SAINT JOSEPHS HOME OF OUR LADY OF MT CARMEL INC
Tax-exempt · KENOSHA, WI 53143
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,432,733 | $3,091,322 | -$658,589 | $5,253,450 | $199,069 | $5,054,381 |
| December 31, 2023 | 990 | $3,633,271 | $3,659,570 | -$26,299 | $5,725,748 | $281,624 | $5,444,124 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $71,643
- Program service revenue
- $2,203,167
- Investment income
- $124,238
- Net rental income
- $13,000
- Other revenue
- $33,685
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $1,990,220
- Salaries, compensation and benefits (total)
- $2,270,820
- Professional fundraising fees
- $0
- Legal fees
- $173
- Occupancy
- $301,706
- Travel
- $4,419
- Depreciation
- $169,774
- Program services (functional)
- $2,766,588
- Management and general (functional)
- $324,734
Balance sheet and other
- Total assets, start of year
- $5,725,748
- Total assets, end of year
- $5,253,450
- Total liabilities, end of year
- $199,069
- Net assets, end of year
- $5,054,381
- Land, buildings and equipment
- $860,312
- Publicly traded securities
- $3,982,177
- Net assets without donor restrictions
- $5,054,381
- Gross receipts
- $2,432,733
- Employees
- 79
- Volunteers
- 4
- Year formed
- 1972
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ASI SCHMID-DONDERO | EXEUTIVE DIRECTOR Officer | 40 | $128,831 |
| CARRIE ANDERSON | ADMINISTRATOR Officer | 40 | $127,342 |
| SR ANNE MARIE CHEIKH | ASSISTANT PROVENCIAL Trustee or director, Officer | 1 | $0 |
| SR M ANNUNCIATA AUGER | PROVENCIAL Trustee or director, Officer | 1 | $0 |
| SR GABRIELA HILKE | ASSISTANT PROVENCIAL Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ASI SCHMID-DONDERO | Executive Director | 40 | $137,903 |
| CARRIE ANDERSON | Administrator | 40 | $130,349 |
| SR FAUSTINA MARIE KOGA | Treasurer Trustee or director, Officer | 1 | $0 |
| SR MARIA GIUSEPPE MOXLEY | President Trustee or director, Officer | 1 | $0 |
| SR ANNE MARIE CHEIKH | Vice Pres/Sec Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 9244 29TH AVE, KENOSHA, WI 53143-6602
- In care of
- % CARMELITE SISTERS DCJ
- Principal officer (990 for 2024)
- SR ANN MARIE CHEIKH, 9244 29TH AVENUE, KENOSHA, WI 53143
- Signed the 990
- SR ANN MARIE CHEIKH, CARMELITE SISTERS ASST. PROVENCIAL
- Phone
- (262) 694-0080
- Website
- HTTP://LEGACY-SJ.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
OUR MISSION IS TO OFFER AN ENRICHED LIFESTYLE TO SENIORS BY PROVIDING 5-STAR QUALITY CARE FOR THOSE LIVES ARE ENTRUSTED TO US.
Program accomplishments
- THE LEGACY AT ST JOSEPHS IS A 50-BED ENHANCED ASSISTED LIVING FACILITY LOCATED IN KENOSHA, WISCONSIN. THE LEGACY OFFERS AN ENRICHED LIFESTYLE TO SENIORS BY PROVIDING 5-STAR QUALITY CARE IN ACTIVITIES OF DAILY LIVING. THE LEGACY ENRICHES RESIDENTS LIVES WITH RECREATIONAL ACTIVITIES IN A CLEAN AND CHEERFUL ENVIRONMENT TO SUPPORT COGNITIVE SKILLS AND OPPORTUNITIES FOR SOCIALIZATION. OPPORTUNITIES FOR SPIRITUAL ENHANCEMENT AND COUNSELING ARE ALSO PROVIDED. OTHER AMENITIES INCLUDE FULL-SERVICE DINING, LANDSCAPED GROUNDS AND SITTING AREAS, AND A RESIDENT DOG TO PROVIDE PET THERAPY. PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY SERVICES ARE ALSO PROVIDED TO RESIDENTS THROUGH OUTSIDE CONTRACTED SERVICES.Expenses $2,766,588 · revenue $2,203,167
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-0806866
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Exempt since
- 1946
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $5,253,450
- Income (IRS master file)
- $2,432,733
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,432,733 | $3,091,322 | $5,253,450 | XML |
| 990 | December 2023 | $3,633,271 | $3,659,570 | $5,725,748 | XML |
| 990 | December 2022 | $4,213,183 | $3,620,483 | $6,027,775 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-0806866).
Questions about SAINT JOSEPHS HOME OF OUR LADY OF MT CARMEL INC
- What is the EIN of SAINT JOSEPHS HOME OF OUR LADY OF MT CARMEL INC?
- The employer identification number (EIN) of SAINT JOSEPHS HOME OF OUR LADY OF MT CARMEL INC is 39-0806866.
- Is SAINT JOSEPHS HOME OF OUR LADY OF MT CARMEL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Which annual return does SAINT JOSEPHS HOME OF OUR LADY OF MT CARMEL INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SAINT JOSEPHS HOME OF OUR LADY OF MT CARMEL INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAINT JOSEPHS HOME OF OUR LADY OF MT CARMEL INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SAINT JOSEPHS HOME OF OUR LADY OF MT CARMEL INC?
- The 990 for the year ended December 31, 2024 names SR ANN MARIE CHEIKH.
- Who are the officers and directors of SAINT JOSEPHS HOME OF OUR LADY OF MT CARMEL INC?
- The 990 for the year ended December 31, 2024 lists 5 people; 2 received compensation from the organization, the highest $128,831 (ASI SCHMID-DONDERO, EXEUTIVE DIRECTOR).
- How much revenue does SAINT JOSEPHS HOME OF OUR LADY OF MT CARMEL INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,432,733, expenses of $3,091,322 and total assets of $5,253,450 at year end.
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