LIVING COMMUNITY OF ST JOSEPH

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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

2001

Legal Domicile

Principal Officer

JERRY CARLEY

Phone

7633472200

Tax Period

2024-07-01 to 2025-06-30

LIVING COMMUNITY OF ST JOSEPH, founded in 2001, is a mid-sized nonprofit that reported $14.6M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

WE ARE A CATHOLIC, FAITH-BASED ORGANIZATION ENTRUSTED WITH ADVANCING THE LIFE-ENHANCING SENIOR CARE MINISTRY OF THE BENEDICTINE SISTERS OF DULUTH, MINNESOTA. WE WITNESS TO GOD'S LOVE BY CREATING INCLUSIVE COMMUNITIES, SUPPORTING THOSE WE SERVE TO LIVE WELL AND WITH PURPOSE, WITH SPECIAL CONCERN FOR THE UNDERSERVED.

Program Service Accomplishments

Program 1

Expenses: $10,369,850 Revenue: $11,840,117

OPERATION OF BENEDICTINE LIVING COMMUNITY - ST. JOSEPH IS A 96 BED LONG-TERM CARE IN ST. JOSEPH, MISSOURI WHICH PROVIDES SKILLED NURSING CARE TO THE ELDERLY. THE FACILITY HAD 86.1% OCCUPANCY AND...

OPERATION OF BENEDICTINE LIVING COMMUNITY - ST. JOSEPH IS A 96 BED LONG-TERM CARE IN ST. JOSEPH, MISSOURI WHICH PROVIDES SKILLED NURSING CARE TO THE ELDERLY. THE FACILITY HAD 86.1% OCCUPANCY AND SERVED 786 INDIVIDUALS DURING THE FISCAL YEAR ENDING 6/30/25.

Program 2

Expenses: $2,022,996 Revenue: $2,628,310

OPERATION OF BENEDICTINE LIVING COMMUNITY - ASSISTED LIVING, A 81 UNIT ASSISTED AND INDEPENDENT LIVING FACILITY IN ST. JOSEPH, MISSOURI, WHICH PROVIDES ASSISTED LIVING AND CATERED LIVING SERVICES TO THE ELDERLY. THE FACILITY HAD AN AVERAGE OCCUPANCY OF 61.0% AND SERVED 98 INDIVIDUALS DURING THE FISCAL YEAR ENDED 6/30/25.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $11,639

Program Service Revenue $14,468,427

Investment Income $112,638

Other Revenue $11,118

TOTAL REVENUE $14,603,822

Expense Breakdown

Grants Paid $54,356

Salaries & Benefits $8,730,556

Fundraising Expenses $0

Program Expenses $12,392,846

Other Expenses $6,613,831

TOTAL EXPENSES $15,398,743

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,603,822	$13,269,398	+0.1%
Expenses	$15,398,743	$14,589,439	+0.1%
Net Income	$-794,921	$-1,320,041	-0.4%

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

Governance

Voting Members

Independent Members

N/A

Employees

277

Volunteers

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

$2,641,700

Total Directors

$2,438,705

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JERRY CARLEY	CEO OF BHS	1.00	Officer Director	$0	$174,329	$1,087,851
KEVIN RYMANOWSKI	CFO OF BHS	1.00	Officer Director	$0	$89,096	$600,393
ANNELIESE PETERSON	SVP OF BENEDICTINE	1.00	Officer Director	$0	$90,827	$464,824
JENNIFER BRUHN	OPERATIONS VP	1.00	Officer Director	$0	$18,774	$285,637
AMY BYROM	EXECUTIVE DIRECTOR	1.00	Officer	$0	$27,212	$202,995
MARJORIE HAIDER	DON	40.00	Highest	$124,152	$10,120	$134,272
KATIE M JOHNSON	SNF ADMINISTRATOR	40.00	Highest	$124,146	$23,676	$147,822
JAMIE DANELL SNETHEN	LPN	40.00	Highest	$108,986	$28,172	$137,158
TAMMY KAY BAIN	RN	40.00	Highest	$108,691	$20,339	$129,030
ALEXANDER-GOEHRING KIMBERLY M	PHYSICAL THERAPIST	40.00	Highest	$106,179	$13,038	$119,217

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
2025	$14,603,822	$15,398,743	$21,076,652	$-794,921
2024	No data	No data	No data	No data
2023	$13,535,314	$14,464,976	$21,785,933	$-929,662
2022	$11,480,281	$13,620,429	$22,227,131	$-2,140,148
2021	$12,020,800	$12,924,416	$23,852,740	$-903,616
2020	$14,005,337	$13,899,321	$24,562,172	$106,016
2019	$12,517,694	$13,259,175	$24,709,903	$-741,481
2018	$11,801,731	$12,531,155	$25,445,845	$-729,424