Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
ST BERNARD HOUSING DEVELOPMENT CORPORATION
Employer identification number
36-4322147
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization?
................
11g(i)
No
(ii)
a family member of a person described in (i) above?
......................
11g(ii)
No
(iii)
a 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
No
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of support?
Yes
No
Yes
No
Yes
No
(1)
ST BERNARD HOSPITAL
362264414
3
Yes
Yes
Yes
0
Total
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3..
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public Support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (See instructions.)
..................
12
13
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here..........................................
Section C. Computation of Public Support Percentage
14
Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f))
.........
14
15
Public Support Percentage for 2009 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2010.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
......................
b
33 1/3% support test—2009.
If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2010.
If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization
..................................................
b
10%-facts-and-circumstances test—2009.
If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported organization
..............................................
18
Private Foundation
If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions
...................................................
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public Support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13
Total support (Add lines 9, 10c, 11 and 12.).
14
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public Support Percentage for 2010 (line 8 column (f) divided by line 13 column (f))
.........
15
16
Public support percentage from 2009 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f))
......
17
18
Investment income percentage from 2009 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2010.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
..........
b
33 1/3% support tests—2009.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
....
20
Private Foundation
If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information.
Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
AMOUNT OF SUPPORT, SCHEDULE A, PART I, LINE 11H, COLUMN (VII), THE ST. BERNARD HOUSING DEVELOPMENT CORPORATION IS ORGANIZED AS A SUPPORTING ORGANIZATION OF ST. BERNARD HOSPITAL, A RELATED TAX-EXEMPT. ITS SPECIFIC PURPOSES ARE TO DEVELOP AFFORDABLE HOUSING AND PROMOTE OTHER ECONOMIC DEVELOPMENT ACTIVITIES IN THE COMMUNITY SURROUNDING ST. BERNARD HOSPITAL. THESE ACTIVITIES WILL PROVIDE A MORE STABLE, HEALTHY, AND SAFE NEIGHBORHOOD IN THE COMMUNITY ST. BERNARD HOSPITAL SERVES. ,
Schedule A (Form 990 or 990-EZ) 2010
Additional Data
Software ID:
10000128
Software Version:
v2010.1.0
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
ST BERNARD HOUSING DEVELOPMENT CORPORATION
Employer identification number
36-4322147
Identifier
Return Reference
Explanation
EXEMPT PURPOSE ACHIEVEMENTS
FORM 990, PART III, LINE 4A
THE TARGET AREA OF ST. BERNARD HOUSING DEVELOPMENT CORP. IS THE CHICAGO COMMUNITY OF ENGELWOOD. THE MAJOR PROJECT OF ST. BERNARD HOUSING DEVELOPMENT CORP. IS BERNARD PLACE, AN AFFORDABLE HOUSING DEVELOPMENT OF SINGLE-FAMILY AND TWO FLAT HOMES. IN PHASE I OF BERNARD PLACE, 63 HOMES WERE BUILY AND SOLD IN A TWO BLOCK AREA IMMEDIATELY SOUTH OF ST. BERNARD HOSPITAL, MAKING A TREMENDOUS IMPACT IN REVITALIZING A NEIGHBORHOOD AREA LONG BLIGHTED BY ABANDONMENT AND VACANT LOTS. THESE HOMES REPRESENTED THE FIRST NEWLY CONSTRUCTED FOR SALE HOUSING IN THE NEIGHBORHOOD IN WELL OVER 30 YEARS, AND MARK A NEARLY $16 MILLION INVESTMENT IN NEW BUILDING. THE DEVELOPMENT WAS BUILT IN COLLABORATION WITH THE CITY OF CHICAGO'S NEW HOMES FOR CHICAGO PROGRAM, WHICH PROVIDES SUBSIDIES FOR QUALIFIED HOMEBUYERS. IN 2004, ST. BERNARD HOUSING DEVELOPMENT CORPORATION WAS AWARDED THE RICHARD H. DRIEHAUS FOUNDATION AWARD FOR OUTSTANDING NONPROFIT NEIGHBORHOOD REAL ESTATE PROJECT. CURRENTLY, ST. BERNARD HOUSING DEVELOPMENT CORP. HAS PARTNERED WITH CHICAGO NEIGHBORHOOD INITIATIVES IN DEVELOPING PHASE II OF BERNARD PLACE. SEVEN ADDITIONAL HOMES, INCLUDING A MODEL HAVE BEEN BUILT TO DATE IN PHASE II.
Classes of members or stockholders
Form 990, Part VI, Section A, Line 6
ST. BERNARD HOSPITAL, A RELATED TAX-EXEMPT, IS THE SOLE CORPORATE MEMBER OF ST. BERNARD HOUSING DEVELOPMENT CORPORATION.
Members or stockholders electing members of governing body
Form 990, Part VI, Section A, Line 7a
THE BOARD OF TRUSTEES OF ST. BERNARD HOUSING DEVELOPMENT CORPORATION SHALL BE COMPRISED SOLELY AND EXCLUSIVELY OF THE THEN EXISTING BOARD OF DIRECTORS OF ST. BERNARD HOSPITAL, THE SOLE MEMBER OF ST BERNARD HOUSING DEVELOPMENT CORPORATION. HENCE NO ELECTION NEED BE HELD, OTHER THAN THE ELECTION TO THE BOARD OF DIRECTORS OF ST. BERNARD HOSPITAL IN ACCORDANCE WITH THAT CORPORATION'S BYLAWS, AS MAY BE AMENDED FROM TIME TO TIME.
Decisions requiring approval by members or stockholders
Form 990, Part VI, Section A, Line 7b
THE BOARD OF TRUSTEES SHALL MANAGE THE PROPERTY AND AFFAIRS OF THE CORPORATION IN SUCH MANNER AS MAY BE PRESCRIBED FROM TIME TO TIME BY LAW AND BY THE BYLAWS OF ST. BERNARD HOSPITAL. THE BOARD ALONE SHALL DETERMINE THE CORPORATION'S COMPLIANCE WITH ITS STATED PURPOSES AND SHALL HAVE THE POWER AND AUTHORITY TO DO AND PERFORM ALL ACTS OR FUNCTIONS NOT INCONSISTENT WITH THE BYLAWS, THE CORPORATION'S ARTICLES OF INCORPORATION AND/OR THE ILLINOIS GENERAL NOT FOR PROFIT CORPORATION ACT OF 1986, AS AMENDED.
Review of form 990 by governing body
Form 990, Part VI, Section B, Line 11b
A FULL COPY OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY BEFORE IT IS FILED WITH THE IRS. THE FINANCE COMMITTEE OF THE INDEPENDENT GOVERNING BODY REVIEWS THE FORM 990 IN DETAIL, AND REPORTS TO THE FULL GOVERNING BODY AT A BOARD MEETING. DURING THE BOARD MEETING ANY QUESTIONS OR DISCUSSIONS RELATED TO THE FORM 990 ARE ADDRESSED.
Conflict of interest policy
Form 990, Part VI, Section B, Line 12c
WRITTEN CONFLICT OF INTEREST STATEMENTS ARE REQUIRED TO BE COMPLETED AND SIGNED BY EACH MEMBER OF THE GOVERNING BODY, OFFICERS, AND KEY EMPLOYEES ON AN ANNUAL BASIS. THE CORPORATE BOARD OFFICERS MONITOR ANY CONFLICTS AND PROHIBIT ANY GOVERNING BODY MEMBER FROM PARTICIPATING IN ANY DELIBERATION OR DECISION WHERE THE MEMBER MAY HAVE A CONFLICT OF INTEREST. CORPORATE OFFICERS, INCLUDING THE CEO AND CHIEF COMPLIANCE OFFICER, MONITOR ANY CONFLICT OF INTEREST ISSUES WITH OFFICERS, KEY EMPLOYEES, AND MANAGEMENT.
Public Disclosure
Form 990, Part VI, Section C, Line 19
THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME.
PROCESS USED TO ESTABLISH COMPENSATION FOR OTHER OFFICERS/KEY EMPLOYEES
FORM 990, PART VI, LINES 15A AND 15B
THE FOUNDATION DOES NOT HAVE COMPENSATED OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES PER THE IRS' DEFINITION. THEREFORE, THE QUESTIONS IN FORM 990, PART VI, LINES 15A AND 15B ARE NOT APPLICABLE AND HAVE BEEN INTENTIONALLY ANSWERED "NO" IN ACCORDANCE WITH THE INSTRUCTIONS TO THE FORM 990.
Average hours worked per week for related organization
Form 990, Part VII, Section A, Column B
SR ELIZABETH VAN STRATEN RHSJ - SR ELIZABETH VAN STRATEN, RHSJ, CEO, DEVOTES APPROXIMATELY 40 HOURS A WEEK TO ST. BERNARD HOSPITAL, 1 HOUR A WEEK TO ST. BERNARD FOUNDATION AND APPROXIMATELY 1 HOUR A WEEK TO ST. BERNARD HEALTH NETWORK. THE FULL BOARD OF DIRECTORS OF ST. BERNARD HOUSING DEVELOPMENT CORPORATION DEVOTE APPROXIMATELY 1 HOUR A WEEK TO ST. BERNARD HOSPITAL. CHARLES HOLLAND - CHARLES HOLLAND DEVOTES APPROXIMATELY 40 HOURS A WEEK TO ST. BERNARD HOSPITAL.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.