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Nonprofit · EIN 42-1337556

STONEHILL BENEVOLENT FOUNDATION

Tax-exempt · DUBUQUE, IA 52001

Financials

$736K$652K2023$808K$486K2024
Revenue Expenses · by fiscal year end
Financials of STONEHILL BENEVOLENT FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$808,341$486,051$322,290$9,659,960$2,785$9,657,175
June 30, 2024990$736,279$652,402$83,877$8,674,249$27,114$8,647,135
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$423,449
Program service revenue
$0
Investment income
$384,892
Net gain from sales of assets
$145,866
Other revenue
$0

Expenses

Grants and similar amounts paid
$182,512
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$182,512
Fundraising (functional)
$303,539

Balance sheet and other

Total assets, start of year
$8,674,249
Total assets, end of year
$9,659,960
Total liabilities, end of year
$2,785
Net assets, end of year
$9,657,175
Publicly traded securities
$9,316,656
Net assets without donor restrictions
$9,498,899
Net assets with donor restrictions
$158,276
Gross receipts
$2,682,535
Employees
0
Volunteers
13
Year formed
1989
State of legal domicile
IA

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Justine BemisChair
Trustee or director, Officer
0.5$0
Jayme KluesnerVice Chair
Trustee or director, Officer
0.5$0
Matt DoddsDirector
Trustee or director
0.5$0
Pat SunseriDirector
Trustee or director
0.5$0
Paul KronlageDirector
Trustee or director
0.5$0
Derek DuehrDirector
Trustee or director
0.5$0
John McDermottDirector
Trustee or director
0.5$0
David HarrisDirector until July 2024
Trustee or director
0.5$0
Sr Kate KatoskiDirector
Trustee or director
0.5$0
Paula FriedmanDirector
Trustee or director
0.5$0
Michelle WattersDirector
Trustee or director
0.5$0
Lori KleinDirector as of July 2024
Trustee or director
0.5$0
Marie ZoromskiDirector as of April 2025
Trustee or director
0.5$0
Peggy Stockel-CEO StonehillFranciscan Services
Officer
2$0
Susan Pearce - SecTreasCFO Stonehill Franciscan Service
Officer
2$0
990 for the year ended June 30, 2024: 15 people
NameTitleHours / weekCompensation
Justine BemisChair
Trustee or director, Officer
0.5$0
Jayme KluesnerVice Chair
Trustee or director, Officer
0.5$0
Matt DoddsDirector
Trustee or director
0.5$0
Pat SunseriDirector
Trustee or director
0.5$0
Paul KronlageDirector
Trustee or director
0.5$0
Derek DuehrDirector
Trustee or director
0.5$0
John McDermottDirector
Trustee or director
0.5$0
David HarrisDirector
Trustee or director
0.5$0
Sr Kate KatoskiDirector
Trustee or director
0.5$0
Paula FriedmanDirector
Trustee or director
0.5$0
Michelle WattersDirector as of Oct 2023
Trustee or director
0.5$0
Sr Maureen LeachDirector until July 2023
Trustee or director
0.5$0
Gretchen Brown-CEO StonehillFranciscan Services until Aug 2023
Officer
2$0
Peggy Stockel-CEO StonehillFranciscan Services as of Aug 2023
Officer
2$0
Susan Pearce - SecTreasCFO Stonehill Franciscan Services
Officer
2$0

Address and contacts

Address (IRS master file)
3485 WINDSOR AVE, DUBUQUE, IA 52001-1312
Principal officer (990 for 2024)
Peggy Stockel, 3485 Windsor Ave, Dubuque, IA 520011312
Signed the 990
Peggy Stockel, CEO Stonehill Franciscan Services
Phone
(563) 557-0849
Return prepared by
Eide Bailly LLP

Mission

The Stonehill Benevolent Foundation provides financial assistance for needy residents of Stonehill Care Center, assists Stonehill Care Center in its general operations, generates and attracts substantial support from the public to receive contributions and grants, and holds, administers, converts, invests, reinvests and manages such contributions and grants for the benefit of Stonehill Franciscan Services in various ways.

990 for the year ended June 30, 2025

Program accomplishments

  • During the year Stonehill Benevolent Foundation successfully completed the annual appeal, yearend appeal, in support of the Stonehill Franciscan Services Mission and Ministry. A portion of the annual appeal and the yearend appeal funds were designated for capital items while the capital campaign was designated for the building of an Assisted Living expansion necessary to accomplish the objective of a person-centered care center. Most of the funds raised are used for residents who need financial assistance at Stonehill Franciscan Services.
    Expenses $182,512 · grants $182,512

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
42-1337556
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
June
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P750)
Assets (IRS master file)
$9,659,960
Income (IRS master file)
$2,682,535

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$808,341$486,051$9,659,960XML
990June 2024$736,279$652,402$8,674,249XML
990June 2023$342,105$496,213$7,973,042IRS
990June 2022$893,481$522,465$7,559,642IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––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 42-1337556).

Questions about STONEHILL BENEVOLENT FOUNDATION

What is the EIN of STONEHILL BENEVOLENT FOUNDATION?
The employer identification number (EIN) of STONEHILL BENEVOLENT FOUNDATION is 42-1337556.
Is STONEHILL BENEVOLENT FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
Which annual return does STONEHILL BENEVOLENT FOUNDATION 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 STONEHILL BENEVOLENT FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did STONEHILL BENEVOLENT FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of STONEHILL BENEVOLENT FOUNDATION?
The 990 for the year ended June 30, 2025 names Peggy Stockel.
Who are the officers and directors of STONEHILL BENEVOLENT FOUNDATION?
The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
How much revenue does STONEHILL BENEVOLENT FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $808,341, expenses of $486,051 and total assets of $9,659,960 at year end.

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