THE LEGACY AT ST JOSEPHS HOME % CARMELITE SISTERS DCJ

EIN: 390806866 501(c)(3)

KENOSHA, WI

Total Revenue
$3,633,271
Total Expenses
$3,659,570
Total Assets
$5,725,748
Net Assets
$5,444,124
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1972
Legal Domicile
WI
Principal Officer
SR ANNE MARIE CHEIKH
Phone
2626940080
Tax Period
2023-01-01 to 2023-12-31

THE LEGACY AT ST JOSEPHS HOME % CARMELITE SISTERS DCJ, founded in 1972, is a community nonprofit that reported $3.6M in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year.

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 Service Accomplishments

Program 1
Expenses: $3,166,940 Revenue: $2,906,245

THE LEGACY AT ST JOSEPHS IS A 70 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...

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THE LEGACY AT ST JOSEPHS IS A 70 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. RESIDENTS ARE PROVIDED 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 RESIDENT DOGS TO PROVIDE PET THERAPY. PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY SERVICES ARE ALSO PROVIDED TO RESIDENTS. THE LEGACY PROVIDED 12,572 DAYS OF COMMUNITY BASED RESIDENTIAL FACILITY CARE IN 2023.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $505,755
Program Service Revenue $2,906,245
Investment Income $157,582
Other Revenue $63,689
TOTAL REVENUE $3,633,271

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,126,367
Fundraising Expenses $0
Program Expenses $3,166,940
Other Expenses $1,533,203
TOTAL EXPENSES $3,659,570

Year-over-Year Comparison

2023 2022 Change
Revenue $3,633,271 $4,213,183 -0.1%
Expenses $3,659,570 $3,620,483 +0.0%
Net Income $-26,299 $592,700 -1.0%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
3
Independent Members
2
Employees
109
Volunteers
4

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ASI SCHMID-DONDERO Executive Director 40.00
$137,903 $0 $137,903
CARRIE ANDERSON Administrator 40.00
$130,349 $0 $130,349
SR FAUSTINA MARIE KOGA Treasurer 1.00
Officer Director
$0 $0 $0
SR MARIA GIUSEPPE MOXLEY President 1.00
Officer Director
$0 $0 $0
SR ANNE MARIE CHEIKH Vice Pres/Sec 1.00
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $3,633,271 $3,659,570 $5,725,748 $-26,299
2022 $4,213,183 $3,620,483 $6,027,775 $592,700
2021 $3,561,288 $3,666,248 $5,673,666 $-104,960
2020 $3,837,668 $4,353,267 $5,695,114 $-515,599
2019 $5,125,207 $6,581,343 $5,916,458 $-1,456,136
2018 $6,328,478 $6,783,964 $7,327,363 $-455,486
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