Nonprofit · EIN 51-0141775
STONEHILL FRANCISCAN SERVICES
Tax-exempt · DUBUQUE, IA 52001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $30,647,495 | $27,863,781 | $2,783,714 | $46,990,228 | $15,968,429 | $31,021,799 |
| June 30, 2024 | 990 | $27,909,263 | $26,412,207 | $1,497,056 | $40,260,382 | $12,289,024 | $27,971,358 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $278,353
- Program service revenue
- $29,845,142
- Investment income
- $523,155
- Net rental income
- $845
- Net gain from sales of assets
- $29,774
- Other revenue
- $845
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $749,319
- Other salaries and wages
- $13,996,937
- Salaries, compensation and benefits (total)
- $17,597,998
- Professional fundraising fees
- $0
- Legal fees
- $47,529
- Accounting fees
- $37,538
- Occupancy
- $899,320
- Travel
- $10,582
- Depreciation
- $2,973,504
- Program services (functional)
- $25,744,064
- Management and general (functional)
- $2,119,717
Balance sheet and other
- Total assets, start of year
- $40,260,382
- Total assets, end of year
- $46,990,228
- Total liabilities, end of year
- $15,968,429
- Net assets, end of year
- $31,021,799
- Land, buildings and equipment
- $30,228,010
- Publicly traded securities
- $3,828,226
- Net assets without donor restrictions
- $31,021,799
- Gross unrelated business income
- $95,655
- Gross receipts
- $31,274,786
- Employees
- 589
- Volunteers
- 135
- Year formed
- 1985
- 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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Peggy Stockel | President/CEO Trustee or director, Officer | 40 | $262,286 | $34,703 |
| Karla Waldbillig | VP of Human Resources Highest-paid employee | 40 | $250,513 | $36,348 |
| Susan Pearce | CFO-Secretary/Treasurer Officer | 40 | $250,252 | $16,424 |
| Gretchen Brown | Senior Leadership Advisor Former | 40 | $225,715 | $17,902 |
| Matthew Jahn | Director of Health Service Key employee | 40 | $159,249 | $4,458 |
| Brooke Miles | Nurse Highest-paid employee | 40 | $122,305 | $8,539 |
| Elizabeth Kunde | Director of Compliance & Strategy Highest-paid employee | 40 | $121,711 | $0 |
| Erin Meloy | Nurse Highest-paid employee | 40 | $113,508 | $3,287 |
| Jodie McDermott | Chair Trustee or director, Officer | 0.5 | $0 | $0 |
| Kim Hermsen | Vice Chair Trustee or director, Officer | 0.5 | $0 | $0 |
| Kim Budde | Director until Feb 2025 Trustee or director | 0.5 | $0 | $0 |
| Sr Brenda Whestone | Director Trustee or director | 0.5 | $0 | $0 |
| John McDermott | Director until Oct 2024 Trustee or director | 0.5 | $0 | $0 |
| Lynn Osterhaus | Director Trustee or director | 0.5 | $0 | $0 |
| Sr Pat Clemen | Director Trustee or director | 0.5 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Randy Ambrosy | Director Trustee or director | 0.5 | $0 |
| Dave Davis | Director Trustee or director | 0.5 | $0 |
| Sr Bertha Bonett | Director Trustee or director | 0.5 | $0 |
| Geri Eitter | Director Trustee or director | 0.5 | $0 |
| Jenna Walleser | Director Trustee or director | 0.5 | $0 |
| Dan Sullivan | Director Trustee or director | 0.5 | $0 |
| Jordan Fox | Director Trustee or director | 0.5 | $0 |
| Jayme Kluesner | Director as of Oct 2024 Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Gretchen Brown - President | CEO until Aug 2023 Trustee or director, Officer | 40 | $304,030 | $19,656 |
| Peggy Stockel - VP of Oper | until Aug 2023. Then President/CEO Trustee or director, Officer | 40 | $241,027 | $36,576 |
| Karla Waldbillig | VP of Human Resources Highest-paid employee | 40 | $215,004 | $36,436 |
| Susan Pearce | CFO-Secretary/Treasurer Officer | 40 | $229,337 | $17,143 |
| Brooke Miles | Nurse Highest-paid employee | 40 | $118,715 | $7,605 |
| Matthew Jahn | Director of Health Service Highest-paid employee | 40 | $118,063 | $4,565 |
| Jodie McDermott - Vice Chair | until Oct 2023. Then Chair Trustee or director, Officer | 0.5 | $0 | $0 |
| Kim Budde | Chair until Oct. 2023 Trustee or director, Officer | 0.5 | $0 | $0 |
| Kim Hermsen | Vice Chair as of Oct 2023 Trustee or director, Officer | 0.5 | $0 | $0 |
| Sr Brenda Whestone | Director Trustee or director | 0.5 | $0 | $0 |
| John McDermott | Director Trustee or director | 0.5 | $0 | $0 |
| Lynn Osterhaus | Director Trustee or director | 0.5 | $0 | $0 |
| Sr Pat Clemen | Director Trustee or director | 0.5 | $0 | $0 |
| Randy Ambrosy | Director Trustee or director | 0.5 | $0 | $0 |
| Dave Davis | Director Trustee or director | 0.5 | $0 | $0 |
| Sr Bertha Bonett | Director as of Oct 2023 Trustee or director | 0.5 | $0 | $0 |
| Geri Eitter | Director as of Oct 2023 Trustee or director | 0.5 | $0 | $0 |
| Jenna Walleser | Director as of Oct 2023 Trustee or director | 0.5 | $0 | $0 |
| Dan Sullivan | Director as of Feb 2024 Trustee or director | 0.5 | $0 | $0 |
| Jordan Fox | Director as of Jun 2024 Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3485 WINDSOR AVE, DUBUQUE, IA 52001-1329
- In care of
- % SUSAN FELDMANN
- Principal officer (990 for 2024)
- Peggy Stockel, 3485 Windsor Avenue, Dubuque, IA 520011312
- Signed the 990
- Peggy Stockel, President/CEO
- Phone
- (563) 557-7180
- Website
- www.stonehilldbq.com
- Return prepared by
- Eide Bailly LLP
Mission
We, the Stonehill Franciscan Services community, in the spirit of St. Francis, offer a continuum of quality lifetime care in a dignified atmosphere.
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 $25,744,064 · revenue $29,749,487
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 51-0141775
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Exempt since
- 1975
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $46,990,228
- Income (IRS master file)
- $31,274,786
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $30,647,495 | $27,863,781 | $46,990,228 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $27,909,263 | $26,412,207 | $40,260,382 | XML |
| 990 | June 2023 | $26,077,188 | $25,948,467 | $38,996,793 | IRS |
| 990 | June 2022 | $25,680,580 | $25,470,002 | $38,832,179 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 51-0141775).
Questions about STONEHILL FRANCISCAN SERVICES
- What is the EIN of STONEHILL FRANCISCAN SERVICES?
- The employer identification number (EIN) of STONEHILL FRANCISCAN SERVICES is 51-0141775.
- Is STONEHILL FRANCISCAN SERVICES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Which annual return does STONEHILL FRANCISCAN SERVICES 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 FRANCISCAN SERVICES 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 FRANCISCAN SERVICES 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 FRANCISCAN SERVICES?
- The 990 for the year ended June 30, 2025 names Peggy Stockel.
- Who are the officers and directors of STONEHILL FRANCISCAN SERVICES?
- The 990 for the year ended June 30, 2025 lists 23 people; 8 received compensation from the organization, the highest $262,286 (Peggy Stockel, President/CEO).
- How much revenue does STONEHILL FRANCISCAN SERVICES have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $30,647,495, expenses of $27,863,781 and total assets of $46,990,228 at year end.
Other nonprofits in DUBUQUE
- HILLCREST FAMILY SERVICES EIN 42-0680411 · last filed 990 for 2025
- AREA RESIDENTIAL CARE INC EIN 42-0936800 · last filed 990 for 2025
- NORTHEAST IOWA AREA AGENCY ON AGING INC EIN 52-1621262 · last filed 990 for 2025
- DUBUQUE COMMUNITY Y EIN 42-0934471 · last filed 990 for 2025
- HOSPICE OF DUBUQUE FOUNDATION EIN 42-1456695 · last filed 990 for 2025
- RIVER VALLEY INITIATIVE FOUNDATION EIN 32-0051502 · last filed 990 for 2025
- JAMIE BARWICK HILLS AND DALES FOUNDATION EIN 42-1462844 · last filed 990 for 2025
- SHARE INTERNATIONAL EIN 37-1307778 · last filed 990 for 2025