Nonprofit · EIN 42-1337556
STONEHILL BENEVOLENT FOUNDATION
Tax-exempt · DUBUQUE, IA 52001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $808,341 | $486,051 | $322,290 | $9,659,960 | $2,785 | $9,657,175 |
| June 30, 2024 | 990 | $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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Justine Bemis | Chair Trustee or director, Officer | 0.5 | $0 |
| Jayme Kluesner | Vice Chair Trustee or director, Officer | 0.5 | $0 |
| Matt Dodds | Director Trustee or director | 0.5 | $0 |
| Pat Sunseri | Director Trustee or director | 0.5 | $0 |
| Paul Kronlage | Director Trustee or director | 0.5 | $0 |
| Derek Duehr | Director Trustee or director | 0.5 | $0 |
| John McDermott | Director Trustee or director | 0.5 | $0 |
| David Harris | Director until July 2024 Trustee or director | 0.5 | $0 |
| Sr Kate Katoski | Director Trustee or director | 0.5 | $0 |
| Paula Friedman | Director Trustee or director | 0.5 | $0 |
| Michelle Watters | Director Trustee or director | 0.5 | $0 |
| Lori Klein | Director as of July 2024 Trustee or director | 0.5 | $0 |
| Marie Zoromski | Director as of April 2025 Trustee or director | 0.5 | $0 |
| Peggy Stockel-CEO Stonehill | Franciscan Services Officer | 2 | $0 |
| Susan Pearce - SecTreas | CFO Stonehill Franciscan Service Officer | 2 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Justine Bemis | Chair Trustee or director, Officer | 0.5 | $0 |
| Jayme Kluesner | Vice Chair Trustee or director, Officer | 0.5 | $0 |
| Matt Dodds | Director Trustee or director | 0.5 | $0 |
| Pat Sunseri | Director Trustee or director | 0.5 | $0 |
| Paul Kronlage | Director Trustee or director | 0.5 | $0 |
| Derek Duehr | Director Trustee or director | 0.5 | $0 |
| John McDermott | Director Trustee or director | 0.5 | $0 |
| David Harris | Director Trustee or director | 0.5 | $0 |
| Sr Kate Katoski | Director Trustee or director | 0.5 | $0 |
| Paula Friedman | Director Trustee or director | 0.5 | $0 |
| Michelle Watters | Director as of Oct 2023 Trustee or director | 0.5 | $0 |
| Sr Maureen Leach | Director until July 2023 Trustee or director | 0.5 | $0 |
| Gretchen Brown-CEO Stonehill | Franciscan Services until Aug 2023 Officer | 2 | $0 |
| Peggy Stockel-CEO Stonehill | Franciscan Services as of Aug 2023 Officer | 2 | $0 |
| Susan Pearce - SecTreas | CFO 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
- Website
- www.stonehilldbq.com
- 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.
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 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
- 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)
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $9,659,960
- Income (IRS master file)
- $2,682,535
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $808,341 | $486,051 | $9,659,960 | XML |
| 990 | June 2024 | $736,279 | $652,402 | $8,674,249 | XML |
| 990 | June 2023 | $342,105 | $496,213 | $7,973,042 | IRS |
| 990 | June 2022 | $893,481 | $522,465 | $7,559,642 | 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 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.
Other nonprofits in DUBUQUE
- STONEHILL FRANCISCAN SERVICES EIN 51-0141775 · last filed 990 for 2025
- 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