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 Jude House
Employer identification number
35-1905782
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)
(ii)
a family member of a person described in (i) above?
......................
11g(ii)
(iii)
a 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
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
Total
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.") ....
1,054,531
1,084,709
1,083,321
1,090,767
1,209,286
5,522,614
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..
1,054,531
1,084,709
1,083,321
1,090,767
1,209,286
5,522,614
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.
5,522,614
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..
1,054,531
1,084,709
1,083,321
1,090,767
1,209,286
5,522,614
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
3,042
52,336
38,666
23,518
23,216
140,778
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..
200
64
264
11
Total support (Add lines 7 through 10).
5,663,656
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
97.510 %
15
Public Support Percentage for 2009 Schedule A, Part II, line 14
...............
15
93.650 %
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
Schedule A (Form 990 or 990-EZ) 2010
Additional Data
Software ID:
Software Version:
-
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 Jude House
Employer identification number
35-1905782
Identifier
Return Reference
Explanation
Corporate Member
Form 990, Part VI, Question 6
The sole corporate member of St Jude House is Franciscan Community Benefit Services ("FCBS"). The Members shall act in a stewardship capacity and ensure that all actions of St Jude House are consistent with the purposes of FCBS and the ethical and religious principles of the Franciscan Sisters of Chicago and in furtherance of their apostolates and the catholic church.
Elect Governing Body
Form 990, Part VI, Question 7a
The sole corporate member, Franciscan Community Benefit Services, has the reserve power to appoint and remove Directors and fill vacancies on the Board of Directors of the St Jude House.
Reserve Powers
Form 990, Part VI, Question 7b
The Member, Francsican Community Benefit Services("FCBS"), shall have the following reserve powers: (a) To approve the Corporation's strategic plans, annual, operating, capital and cash flow budgets and similar documents developed by the Board. (b) Governing Document Amendments and Goverance 1. To approve any amendments to the Articles of Incorporation, Bylaws or similar governing documents of St Jude House. 2. To appoint and remove Director. 3. To recommend to the Franciscan Sisters of Chicago Service Corporation ("FSCSC") the appointment or removal the Chairperson, the President, and the Executive Director of St Jude House. (c) Significant Actions 1. To approve the establishment, termination, transfer or other acquisition or disposition of any major ministry, work or similar program by the Corporation. 2.To establish dollar limits below which the Corporation may authorize litigation settlements or any release or cancellation by the Corporation of a claim or right of action against another party.
Governance Review
Form 990, Part VI, Section A, Question 10
Management presented a final draft of the completed Form 990 to the audit and finance committee of board of directors prior to its filing with the Internal Revenue Service.
Conflict of Interest
Form 990, Part VI, Section B, Question 12c
As provided for in the Conflict of Interest policy, it is the responsibility of the board or committee chair to ensure that each director, officer and member of a board committee annually signs an FSCSC approved conflict of interest disclosure statement. Copies of all signed statements are forwarded to the Corproate Director of Compliance and Standards.
Executive Compensation
Form 990, Part VI, Section B, Question 15
The board of directors of the Franciscan Sisters of Chicago Service Corporation ("FSCSC")has the responsibility to establish compensation ranges for the employees of FSCSC. The FSCSC board of directors appointed an executive compensation committee of the board to meet this responsibility. The executive compensation committee establishes compensation ranges for employees of FSCSC, and to the extent the Board deems appropriate, for any affiliate. As such the board establishes compensation ranges for officers and key employees for FSCSC and affiliates. The executive compensation committee is comprised of persons who do not have a conflict of interest with respect to the compensation arranagements at issue. The process for determining the appropriate compensation of each position includes: 1. Review and approval by the executive compensation committee. 2. Obtaining and analyzing comparable compensation data for similar persons in functionally comparable positions in similar organizations. 3. Contemporaneous documentation and recordkeeping with respect to deliberations and decisions regarding the compensation arrangements.
Governing Documents Disclosure
Form 990, Part VI, Section B, Question 19
The organization makes its governing documents, conflict of interest policy and financial statements available to the public in accordance with applicable laws and regulations.
Officers, Directors and Key Employees
Form 990, Part VII
The compensation reported for a number of the officers and directors of St Jude House is the expense of, and paid by, a related organization. These costs are not the responsibility of St Jude House. The compensation of officers and directors paid by related organizations is reported in Part VII, Section A, Column E.
Compensation of Officers
Form 990, Part VII Compensation of Officers
Date of service for the following officers: Judy Amiano - President 10/27/11 - Current Robert Zimmer - Treasurer 02/25/09 - 02/11/11 Ronald Tinsley - Treasurer 06/13/11 - Current
Reconciliation of Net Assets
Form 990, Part XI, Line 5 Other Changes in Net Assets
Unrealized Gains on Investments $330,623 ========
HOURS DEVOTED FOR RELATED ORGANIZATION
FORM 990 PART VII
NAME:Sister Diane Marie Collins, OSF TITLE:Chairman HOURS:1