Saint Mary's Home of Erie
Nonprofit profile at a glance
- EIN
- 251073144
- IRS 990 coverage
- 2010–2025
- Forms available
- Form 990 2025
- Location
- Erie, PA, USA
- Phone
- 8148365300
- Rating
- 81
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Nursing, Convalescent Facilities
- Affiliation
- Christianity
Reported finances
- Revenue
- $23,667,052
- Expenses
- $17,571,243
- Assets
- $29,883,169
- Liabilities
- $428,063
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
23 people listed
Executive titles in this filing
- ALLEN L BONACE (PRESIDENT EMERITUS)
- ROBERT ORTON (PRESIDENT/CEO)
Highest reported compensation
- ALLEN L BONACE (PRESIDENT EMERITUS): $345,811 total reported compensation
- ROBERT ORTON (PRESIDENT/CEO): $318,245 total reported compensation
- MARY VENEZIA (ADMINISTRATOR, ASBURY): $208,235 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Founded by the sisters of st. Joseph and operated in the catholic tradition, saint mary's home of erie is committed to an environment of loving to care where primarily seniors, their families, staff and volunteers participate in fostering an atmosphere of community.
What it reported doing in 2025
To provide for the physical, psychological, social and spiritual needs of senior members of society in retirement, residential, nursing home, community, continuing care retirement community (ccrc) and related settings. The facilities include 219 long term beds, 295 personal care/ independent living beds, and independent living including 34 carriage homes and 60 apartments.
Operating model
- Revenue model
- Earned-program. 84% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 83
- Transparency & Controls: 89
- Accountability: 91
- Sustainability: 65
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 79.9%; rating input score 80
- Fundraising efficiency: $1.72 raised per $1 spent on fundraising; rating input score 4; 4th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
- Pay-setting controls: 5 of 6 controls in place; rating input score 83
- Compensation committee: Pass
- Independent consultant: Pass
- Other Form 990s reviewed: Pass
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
- Governance controls: 7 of 9 controls in place; rating input score 78
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 25.8%; rating input score 81; 81st percentile among comparable filings
- Total-asset coverage ratio: 1.7; rating input score 46; 46th percentile among comparable filings
- Liabilities to assets ratio: 0.01; rating input score 87; 87th percentile among comparable filings
- Officer compensation ratio: 9%; rating input score 30; 30th percentile among comparable filings
Growth
- Program expense growth: -5.8% per year; rating input score 0; 4th percentile among comparable filings
- Revenue growth: -3.3% per year; rating input score 0; 2nd percentile among comparable filings
- Asset growth: -4.9% per year; rating input score 0; 2nd percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 79.9% of spending went to programs
- Governance: 7 of 7 board members independent · 7 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $14M in reported program spending
- Leadership: top reported pay $346K · 23 people listed · 5 of 6 pay-setting controls reported
- Highest-paid contractors: 5 contractors listed · $3.1M reported
- Consistency: 33 of 33 current checks pass
- Schedules: 7 filed schedules · includes major donors and executive pay
- Filing history: 15 filing years from 2010 to 2025
- Contacts: How to reach this organization
- Money network: 7 filed money-flow records
- Related organizations: 1 filed related-organization link
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Fundraising efficiency scored 4/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Review — Accountability: Governance controls: Independent financial-statement audit not reported.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 46/100.
- Moderate — Sustainability: Officer compensation ratio scored 30/100.