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Passes our checks

St Joseph Residence Inc Mrs Shaw

EIN 39-1087412 · New London, WI

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthFair65 out of 100GovernanceStrong92 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

ST. JOSEPH RESIDENCE, A SKILLED NURSING HOME, AND MARIAN HEIGHTS APARTMENTS, A RESIDENTIAL APARTMENT FACILITY, AND TRINITY TERRACE & MONARCH MEADOWS, A COMMUNITY-BASED RESIDENTIAL FACILITY SPONSORED BY CATHOLIC HEALTH INTERNATIONAL. WE AREA A CHRISTIAN COMMUNITY OF CARING PEOPLE DEDICATED TO THE HEALING MISSION OF THE CHURCH, SERVING THE ELDERLY AND SICK OF THE NEW LONDON AREA.

Income
$9.8 million
Spending
$9.1 million
Spent on programs
95%
Reserves
1 months of spending
Largest source of income
fees for its services, 98%
Employees
248
Volunteers
15
Highest pay
$130,528, ceo/executive director

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Fair: 65 out of 100.

  • Reserves

    10 of 35

    Spendable reserves would cover 1.0 months of spending.

  • Debt

    10 of 20

    It owes 47% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 7% of income.

  • Income trend

    15 of 15

    Income rose 7% on the year before.

  • Spending floor

    15 of 15

    95% of spending went to programs and raising each dollar of donations cost 0 cents.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Strong: 92 out of 100.

  • Independent board

    25 of 25

    8 of 8 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    0 of 8

    Reports no written whistleblower policy.

  • Record keeping policy

    7 of 7

    Has a written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    10 of 10

    Gave the board a copy of this return before filing it.

  • Pay set independently

    5 of 5

    Sets its chief executive's pay through independent review and comparison.

  • Independent check of accounts

    15 of 15

    Its accounts were audited by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (4)
  1. $5.9 million spent. SKILLED NURSING FACILITY PROVIDED 15,047 DAYS OF CARE IN 2024. OUR COMMUNITY FOCUSES ON PROVIDING QUALITY HEALTH CARE SERVICES IN A RURAL COMMUNITY. THIS IS EVIDENT BY THE CMS FIVE STAR RATING, EXCELLENT QUALITY MEASURES AS REPORTED BY CMS, AN ANNUAL POSITIVE NURSING HOME SURVEY, AND THE EXCELLENT STAFF TO PATIENT RATIOS WE MAINTAIN ON A DAILY BASIS. OUR ORGANIZATION IS COMMITTED TO SERVING THOSE IN FINANCIAL NEED IN OUR COMMUNITY. OUR SKILLED NURSING FACILITY SERVES APPROXIMATELY A 61% MEDICAID GOVERNMENT FUNDED POPULATION. THE COMMUNITY HAS A COMPLEX MEDICAL CARE & REHAB UNIT WITH 10 BEDS DEDICATED TO SERVING SHORT TERM REHABILITATION NEEDS IN OUR COMMUNITY.
  2. $1.3 million spent. MONARCH MEADOWS MEMORY CARE ASSISTED LIVING MAINTAINING 95-100% OCCUPANCY; A TOTAL OF 8,334 PATIENT DAYS WITH 38% OF THE DAYS FUNDED BY MEDICAL ASSISTANCE. THIS PROGRAM SERVES RESIDENTS WITH DEMENTIA DIAGNOSIS WHO BENEFIT FROM A SECURE ENVIRONMENT WITH AN INCREASED LEVEL OF CAREGIVERS TO MEET PSYCHOSOCIAL AND PHYSICAL NEEDS WITH ACTIVITY ENGAGING PROGRAMMING.
  3. $1.3 million spent. COMMUNITY BASED RESIDENTIAL FACILITY ASSISTED LIVING PROVIDED 8,929 DAYS OF CARE WITH 57% OF CARE THAT IS MEDICAID GOVERNMENT FUNDED. THE CBRF PARTICIPATES IN A SPECIAL NEEDS PROGRAM, ALONG WITH THE SKILLED NURSING FACILITY, THAT PERMITS CARE TRANSITIONS BETWEEN THE CBRF AND THE SKILLED NURSING FACILITY RATHER THAN REQUIRING THE RESIDENT TO NEED TO BE SENT TO THE HOSPITAL.
  4. $240,525 spent. INDEPENDENT NON-LICENSED SENIOR APARTMENT COMPLEX 26 UNITS; SERVING 9,419 RESIDENTIAL DAYS. THE SENIORS ARE ABLE TO PARTICIPATE IN SOCIAL ACTIVITIES CONNECTED WITH THE SKILLED NURSING FACILITY, CAN PARTICIPATE IN A MEAL PURCHASE PROGRAM FOR TWO MEALS A DAY, RECEIVE MAINTENANCE AND HOUSEKEEPING SERVICES, AND THEIR RESIDENCY IN THE LIFE PLAN COMMUNITY AFFORDS THEM PRIMARY PLACEMENT FOR REHAB OR ASSISTED LIVING SERVICES IN OTHER SJR COMMUNITIES IF NEEDED. ALL OF THESE SERVICES ENABLE OUR SENIORS TO REMAIN INDEPENDENT IN THEIR APARTMENT FOR AS LONG AS POSSIBLE.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.

  3. Are donations tax-deductible? Worth knowing.

    Not individually listed by the IRS as eligible, which is usual for local chapters covered by a parent organization's exemption. The master file records contributions to it as deductible.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending December 2024.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since March 1946.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.