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National Religious Retirement Office 2019 Annual Report Supplement

National Religious Retirement OfficeMillbrae Holy Ghost Fathers of Ireland 14 98.19 44,204.62 Northridge Sisters of the Pious Schools 24 94.68 17,655.98 Society Devoted to the Sacred

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Page 1: National Religious Retirement OfficeMillbrae Holy Ghost Fathers of Ireland 14 98.19 44,204.62 Northridge Sisters of the Pious Schools 24 94.68 17,655.98 Society Devoted to the Sacred

National Religious Retirement Office

2019 Annual Report Supplement

Page 2: National Religious Retirement OfficeMillbrae Holy Ghost Fathers of Ireland 14 98.19 44,204.62 Northridge Sisters of the Pious Schools 24 94.68 17,655.98 Society Devoted to the Sacred

Funding Status

In 2019, 531 religious communities provided data to the National Religious Retirement Office (NRRO) regarding their assets available for retirement. From this information, the NRRO calculated the extent to which a community is adequately funded for retirement. Shown below are the number of religious institutes at each level of funding and the total number of women and men religious represented by these institutes.

0–20%

Amount Funded*

Number of InstitutesWomen’s Men’s Total

Total Members

Retirement Funding Status and Membership of 531 Participating Religious Institutes

21–40%

41–60%

61–80%

81–99%

Adequately

35

43

34

97

22

44172

10

13

22

32

7

216

45

56

56

129

29

Total 403 128 531 38,590

18,963

4,791

5,104

2,752

5,865

1,115

*The percentage of retirement funded is based on designated assets as of December 31, 2019.

Each symbol represents approximately 500 religious.

Women Men

Funding Status

Cover photo (from left): Sister Alice Garcia, SSCJ; Brother Martin Gonzales, OCSO; Sister Theresa McGrath, CCVI; Sister Anne Cecile Muldoon, OSU; Abbot Emeritus Peter Eberle, OSB.

Page 3: National Religious Retirement OfficeMillbrae Holy Ghost Fathers of Ireland 14 98.19 44,204.62 Northridge Sisters of the Pious Schools 24 94.68 17,655.98 Society Devoted to the Sacred

National Religious Retirement Office 2019 Annual Report Supplement 1

From the Executive Director

Dear Friends,

It is a privilege to share this supplement to the National Religious Retirement Office

(NRRO) annual report. These pages detail the far-reaching impact of donations

to the Retirement Fund for Religious collection. For highlights from 2019 and

information on contributions, see the annual report at retiredreligious.org.*

Although the collection has helped numerous religious communities transform

their retirement-funding deficits into manageable concerns, many others continue

to struggle. Of the communities providing data to the NRRO, the largest single

grouping of congregations has only 20 percent or less of the funds needed for

retirement (see page at left).

Yet we are encouraged that the next largest grouping is approaching adequate

funding. By providing monetary aid along with educational resources, the Retirement

Fund for Religious assists these and all eligible communities to reduce their costs,

enhance their care, and plan for long-term needs.

Especially during these difficult days of Covid-19, we are thankful for the generosity

that makes this assistance possible and for all who continue to support senior

religious and their communities. We pray that God will watch over you and your

loved ones.

With gratitude,

Sister Stephanie Still, PBVM

Executive Director

* Hard copies of the annual report and/or supplement can be requested through our office. Please see the inside back cover for contact information.

Page 4: National Religious Retirement OfficeMillbrae Holy Ghost Fathers of Ireland 14 98.19 44,204.62 Northridge Sisters of the Pious Schools 24 94.68 17,655.98 Society Devoted to the Sacred

2 National Religious Retirement Office 2019 Annual Report Supplement

Distributions HistorySince 1988, more than $863 million has been disbursed to religious institutes through Basic Grants/Direct Care Assistance and other funding to support the care of senior members.

Fund Distributions

Women’s Institutes Men’s Institutes Collection Year Number Distributions Number DistributionsDirect Care Assistance* Year 1, 1988 383 $20,625,519.87 83 $1,784,726.98

Year 2, 1989 466 17,185,779.40 124 2,136,613.57

Year 3, 1990 483 22,803,714.49 137 2,982,399.54

Year 4, 1991 457 18,094,155.69 138 2,605,844.31

Year 5, 1992 481 18,886,678.04 138 2,798,149.96

Year 6, 1993 503 20,037,614.71 144 2,990,316.40

Year 7, 1994 507 21,271,190.33 147 3,121,678.22

Year 8, 1995 493 20,499,187.78 143 3,000,812.22

Year 9, 1996 392 21,525,978.57 112 2,858,470.50

Year 10, 1997 405 22,723,003.53 119 3,280,539.30

Year 11, 1998 388 24,103,504.85 110 3,121,495.43

Year 12, 1999 386 21,868,188.81 110 3,165,740.38

Year 13, 2000 395 24,013,767.90 101 3,486,232.12

Year 14, 2001 426 23,797,328.81 112 3,202,671.23

Year 15, 2002 446 20,257,492.92 116 2,742,507.13

Year 16, 2003 424 17,341,105.87 119 2,590,623.98

Year 17, 2004 415 17,927,455.66 112 2,760,666.07

Year 18, 2005 418 20,149,699.31 111 2,957,975.39

Year 19, 2006 402 19,925,324.16 113 3,074,675.82

Year 20, 2007 369 19,591,006.55 113 3,408,993.58

Year 21, 2008 366 19,557,852.08 119 3,463,505.60

Year 22, 2009 363 19,357,292.13 114 3,683,135.27

Year 23, 2010 356 19,062,928.87 113 3,937,071.14

Year 24, 2011 341 18,809,588.72 112 4,190,411.33

Year 25, 2012 331 18,879,780.20 109 4,130,803.60

Year 26, 2013 320 18,728,866.18 104 4,271,133.92

Year 27, 2014 293 19,743,487.35 102 5,311,189.22

Year 28, 2015 295 19,303,664.94 106 5,696,335.08

Year 29, 2016 281 19,240,258.57 109 5,759,741.49

Year 30, 2017 256 18,738,984.16 104 6,261,015.92

Year 31, 2018 258 20,819,538.88 102 7,180,461.16

Year 32, 2019 240 17,920,868.30 101 7,079,131.80

Subtotal — 642,810,807.63 — 119,035,067.66

Other Assistance 82,740,221.37 18,438,091.39

Total — $725,551,029.00 — $137,473,159.05

Total Assistance Awarded $863,024,188.05

*Basic Grants, collection years 1–20.

Page 5: National Religious Retirement OfficeMillbrae Holy Ghost Fathers of Ireland 14 98.19 44,204.62 Northridge Sisters of the Pious Schools 24 94.68 17,655.98 Society Devoted to the Sacred

National Religious Retirement Office 2019 Annual Report Supplement 3

State or City Institute Number of Percentage of Distribution Territory Members Retirement Amount Not Funded (weighted average)

Fund Distributions

Direct Care AssistanceThe 2019 collection for the Retirement Fund for Religious enabled the National Religious Retirement Office (NRRO) to distribute Direct Care Assistance to 341 religious institutes. These funds support the immediate care of elder religious and help religious institutes bolster retirement savings.

Direct Care Assistance is an annual, per capita distribution based on specified criteria, including level of need. Funds are sent to each eligible institute’s central house.

Alabama Cullman Benedictine Sisters 34 29.82 $48,070.65

Benedictine Society of Alabama 27 83.79 24,380.76

Hanceville Poor Clares of Perpetual Adoration 14 60.45 6,427.97

Arizona Nogales Minim Daughters of Mary Immaculate 11 96.76 30,884.75

Phoenix Canons Regular of the Order of the Holy Cross 35 31.84 51,973.58

Sonoita Santa Rita Abbey 11 35.31 15,109.57

Tucson Sisters of the Immaculate Heart of Mary 14 92.98 54,521.85

Arkansas Little Rock Discalced Carmelite Nuns 14 66.30 19,817.60

Subiaco Benedictines of Subiaco Abbey 39 70.92 50,497.22

California Alhambra Carmel of St. Teresa 12 95.77 15,539.97

Carmelite Sisters of the Most Sacred Heart 129 89.88 201,520.50

Big Sur Camaldolese Monks, Order of St. Benedict 17 94.25 32,685.83

Bonita Sister Servants of the Blessed Sacrament 45 78.42 54,096.95

Burlingame Capuchin Franciscan Order 43 33.60 41,305.59

Castro Valley Conventual Franciscans 40 86.99 44,123.65

Encino Sisters of Social Service 63 77.20 135,403.28

Garden Grove Poor Clare Missionary Sisters 41 99.44 40,750.36

Gardena Lovers of the Holy Cross of Los Angeles 66 62.83 33,617.59

Los Angeles Franciscan Brothers 8 70.55 17,087.30

Missionaries Guadalupanas of the Holy Spirit 44 81.24 93,168.16

Monastery of the Angels 15 49.92 25,413.62

Los Banos Franciscan Hospitaller Sisters 15 78.51 36,158.87

Millbrae Holy Ghost Fathers of Ireland 14 98.19 44,204.62

Northridge Sisters of the Pious Schools 24 94.68 17,655.98

Society Devoted to the Sacred Heart 46 42.82 33,485.58

Oakland Franciscan Friars 153 76.72 291,818.19

Oceanside Prince of Peace Abbey 23 48.65 20,990.43

Oxnard Religious Missionaries of St. Dominic, Inc. 16 92.09 34,653.06

Rancho Palos Verdes Daughters of Mary and Joseph 33 10.99 49,510.41

Page 6: National Religious Retirement OfficeMillbrae Holy Ghost Fathers of Ireland 14 98.19 44,204.62 Northridge Sisters of the Pious Schools 24 94.68 17,655.98 Society Devoted to the Sacred

4 National Religious Retirement Office 2019 Annual Report Supplement

Fund DistributionsDirect Care Assistance, continued

State or City Institute Number of Percentage of Distribution Territory Members Retirement Amount Not Funded (weighted average)

California, Redlands Discalced Carmelite Friars $39,438.43continued Oblatas de Santa Marta 31 99.01 73,954.25

Riverside Society of the Divine Word 59 86.53 64,431.49

San Diego Carmelite Monastery of San Diego 15 74.44 26,830.45

San Francisco Salesian Society of Don Bosco 70 7.98 43,546.11

Verbum Dei Missionary Fraternity 25 94.51 2,951.00

Santa Maria Josephite Fathers 11 1.90 4,479.30

Santa Rosa Marian Sisters of Santa Rosa 1,063.19

Solana Beach The Eudists—Congregation of Jesus and Mary 13 73.07 19,649.51

Thousand Oaks Sisters of Notre Dame 50 46.85 78,012.55

Tustin Order of the Company of Mary Our Lady 32,366.18

Valyermo Benedictine Monks 21 89.93 31,430.72

Vina New Clairvaux Abbey 16 71.24 21,630.01

Whitethorn Redwoods Monastery 10 79.61 12,566.55

Colorado Colorado Springs Benet Hill Monastery 28 47.52 68,227.79

Denver Capuchin Franciscans 57 66.56 88,143.99

Capuchin Poor Clares 9 96.33 8,950.90

Connecticut Baltic Sisters of Charity of Our Lady, 50 77.76 56,146.40 Mother of the Church

Bethlehem Benedictine Congregation 35 44.40 35,201.99

East Haven Sisters of Charity of Our Lady Mother of Mercy 6 31.94 10,596.72

Hamden Apostles of the Sacred Heart of Jesus 110 22.44 92,820.64

Meriden Franciscan Sisters of the Eucharist 79 36.76 66,812.43

Middletown Daughters of Our Lady of the Garden 12 83.20 16,973.46

Newington Sisters of St. Joseph 72 47.13 198,438.13

Stamford Little Workers of the Sacred Heart of Jesus 45,007.72

Delaware Wilmington Capuchin Poor Clare Nuns, Inc. 10 99.53 4,367.98

Oblates of St. Francis de Sales 127 73.73 233,447.55

District Washington Missionary Oblates of Mary Immaculate 215 2.19 156,872.28of Columbia Piarist Fathers 48 98.18 53,676.23

Religious of Mary Immaculate 16 91.75 19,969.19

Servants of the Lord and the Virgin of Matara 119 99.84 15,290.81

Society of Mary 76 8.69 77,631.01

Florida Delray Beach Christ the King Monastery 8 61.83 12,236.68

Gainesville Mercedarian Sisters of the Blessed Sacrament 33 98.18 71,455.71

Miami Claretian Missionary Sisters 11 87.20 16,901.52

Palm Harbor Sisters of St. Clare 10 88.87 25,890.21

St. Leo Benedictine Sisters of Florida, Inc. 12 67.34 28,939.74

Page 7: National Religious Retirement OfficeMillbrae Holy Ghost Fathers of Ireland 14 98.19 44,204.62 Northridge Sisters of the Pious Schools 24 94.68 17,655.98 Society Devoted to the Sacred

National Religious Retirement Office 2019 Annual Report Supplement 5

Fund DistributionsDirect Care Assistance, continued

State or City Institute Number of Percentage of Distribution Territory Members Retirement Amount Not Funded (weighted average)

Georgia Conyers Monastery of the Holy Spirit 27 96.25 $64,342.49

Cumming Legion of Christ 261 100.00 30,037.95

Savannah Carmelite Monastery 9 90.92 6,366.60

Hawaii Kaneohe Carmelite Monastery 3,046.44

Idaho Cottonwood Benedictine Sisters 34 12.65 36,467.31

Jerome Monastery of the Ascension 11 28.48 13,549.67

Illinois Alton Sisters of St. Francis of the Martyr St. George 116 87.33 67,426.96

Arlington Heights Sisters of the Living Word 49 32.36 78,105.18

Aurora Benedictines of Marmion Abbey 19 83.08 23,379.83

Belleville Poor Clare Monastery of Our Lady of Mercy 15,687.45

Chicago Augustinians 71 52.32 115,969.40

Congregation of the Resurrection 49 98.85 85,674.05

Conventual Franciscans 38 87.40 46,157.86 of St. Bonaventure Province

Dominicans 129 56.93 176,688.40

Order of Friar Servants of Mary 40 15.94 42,071.82

Redemptorists 157 14.13 118,935.15

Joliet Congregación de Hermanas Josefinas 25 57.24 55,472.21

Lacon Daughters of St. Francis of Assisi 11 63.85 13,270.50

Melrose Park Missionary Sisters 47 75.09 58,118.36 of St. Charles Borromeo—Scalabrinians

Oak Park Missionaries of St. Charles 75 60.67 65,806.02

Park Ridge Congregation of the Passion 47 16.96 52,734.54

Peru Benedictine Monks 13 89.20 22,276.30

Plainfield Mantellate Sisters Servants of Mary 9 56.08 19,184.87

Springfield Dominican Monastery of Mary the Queen 22 67.11 53,260.42

Indiana Ferdinand Sisters of St. Benedict 128 40.38 242,463.76

Mount St. Francis Conventual Franciscans, 72 76.54 144,156.11 Province of Our Lady of Consolation

Notre Dame Congregation of Holy Cross, 291 26.27 264,117.45 US Province of Priest and Brothers

Oldenburg Sisters of St. Francis of the Third Order 163 47.62 353,566.75

St. Mary- Sisters of Providence 241 60.32 686,841.49 of-the-Woods

St. Meinrad Benedictine Monks 78 79.12 122,528.88

Terre Haute Discalced Carmelite Monastery 16 25.21 8,451.05

Iowa Eldridge Queen of Heaven Carmelite Monastery 6 36.48 6,913.16

Kansas Atchison St. Benedict’s Abbey 35 68.20 43,322.39

Colwich Sisters of the Immaculate Heart 29 77.39 3,076.99

Kansas City Servants of Mary Ministers to the Sick 87 87.51 119,012.22

Page 8: National Religious Retirement OfficeMillbrae Holy Ghost Fathers of Ireland 14 98.19 44,204.62 Northridge Sisters of the Pious Schools 24 94.68 17,655.98 Society Devoted to the Sacred

6 National Religious Retirement Office 2019 Annual Report Supplement

Fund DistributionsDirect Care Assistance, continued

State or City Institute Number of Percentage of Distribution Territory Members Retirement Amount Not Funded (weighted average)

Kentucky Louisville Discalced Carmelite Monastery 5 21.48 $5,913.93

Owensboro Home Mission Sisters of America 6,813.46

Trappist Abbey of Gethsemani 40 32.92 41,073.01

Villa Hills St. Walburg Monastery 38 25.08 37,147.03

Louisiana Abita Springs Sisters of St. Benedict 3 77.08 7,149.70

Covington Society of St. Teresa of Jesus 25 45.22 48,150.23

Lacombe Congregation of Our Lady of Mt. Carmel 77 34.80 92,680.34

New Orleans Daughters of Our Lady of the Holy Rosary 74 30.30 25,439.94

Franciscan Poor Clares 6 21.63 6,850.97

Sisters of the Holy Family 76 50.33 188,434.10

Southern Dominican Province 86 93.46 140,358.13 of St. Martin de Porres

Shreveport Sisters of Our Lady of Sorrow 24 86.69 26,150.04

St. Benedict Benedictine Monks 30 68.80 30,417.52

Maine Alfred Brothers of Christian Instruction 14 30.34 17,727.04

Biddeford Servants of the Immaculate Heart of Mary 33 26.68 59,441.74

Old Orchard Beach Sisters of Our Lady of the Holy Rosary 8 83.50 14,711.72

Maryland Baltimore Carmelite Sisters of Baltimore 16 12.92 15,338.57

Institute of Mission Helpers of Baltimore City, Inc. 41 66.02 117,526.38

Oblate Sisters of Providence 53 84.94 148,871.66

Order of the Most Holy Trinity and of the Captives 25 92.44 49,113.46

St. Joseph’s Society of the Sacred Heart 64 60.47 78,843.67

Childs Oblate Sisters of St. Francis de Sales 13 40.70 14,952.67

Ellicott City Franciscan Friars 175 9.19 98,167.59

La Plata Carmel of Port Tobacco 10 93.92 13,803.14

Lutherville Benedictine Sisters of Baltimore 12 22.41 14,693.39

Potomac Little Sisters of the Holy Family 12 93.04 9,362.70

Salisbury Little Sisters of Jesus and Mary 7 92.01 20,157.33

Silver Spring Missionary Servants of the Most Holy Trinity 114 44.80 99,309.29

Page 9: National Religious Retirement OfficeMillbrae Holy Ghost Fathers of Ireland 14 98.19 44,204.62 Northridge Sisters of the Pious Schools 24 94.68 17,655.98 Society Devoted to the Sacred

National Religious Retirement Office 2019 Annual Report Supplement 7

Fund DistributionsDirect Care Assistance, continued

State or City Institute Number of Percentage of Distribution Territory Members Retirement Amount Not Funded (weighted average)

Massachusetts Boston Brotherhood of Hope 25 49.20 $6,272.06

Daughters of St. Paul 140 98.80 195,154.92

Oblates of the Virgin Mary 48 65.78 47,542.87

Sister Disciples of the Divine Master 33 90.41 88,591.57

Brighton Assumptionists 27 10.16 23,097.35

Franciscian Missionary Sisters for Africa 4 98.58 10,781.88

Fairhaven Congregation of the Sacred Hearts 41 90.18 87,944.68

Hingham Glastonbury Abbey 10 98.51 20,177.39

Holyoke Daughters of the Heart of Mary 36 17.53 40,256.04

Franciscan Missionary Sisters of Assisi 11 88.11 10,071.73

Sisters of St. Joseph of Springfield 180 55.03 445,886.10

Jamaica Plain Franciscan Monastery of St. Clare 11 41.16 9,070.83

Methuen Sisters of the Presentation of Mary, Inc. 128 27.75 252,508.20

Newton Missionary Franciscan Sisters 77 31.96 116,542.55 of the Immaculate Conception

Petersham St. Mary’s Monastery 7 92.39 4,414.87

St. Scholastica Priory, Benedictine Nuns 13 86.55 13,916.79

Spencer St. Joseph’s Abbey 47 89.94 107,904.49

Still River Slaves of the Immaculate Heart of Mary 16,007.22

Tyringham Sisters of the Visitation 19 63.27 24,227.02

Waltham Missionary Sisters of the Society of Mary 57 40.55 104,705.48

Wellesley Sisters of Charity of St. Vincent de Paul— 59 16.65 75,111.05 Retirement Community

Wellesley Hills Sisters of Charity of St. Vincent de Paul 44 45.11 58,076.45

Worcester Religious Venerini Sisters 12 57.96 31,528.83

Wrentham Mount St. Mary’s Abbey 38 52.16 52,115.27

Michigan Belmont Consolata Missionary Sisters 22 84.23 47,973.94

Detroit Sisters, Home Visitors of Mary 10 13.59 12,329.93

Farmington Hills Monastery of the Blessed Sacrament 26 51.96 38,144.05

Marquette Sisters of St. Paul of Chartres 14 80.25 18,428.09

Monroe Sisters, Servants of the Immaculate Heart of Mary 262 7.08 316,159.65

Ortonville Dominican Sisters of Mt. Thabor 5 87.61 3,621.35

Wyandotte Pallottine Fathers 8 82.96 7,655.23

Minnesota Collegeville St. John’s Abbey 110 29.90 119,316.61

Mississippi Bay St. Louis Divine Word Missionaries 63 97.01 74,061.45

Page 10: National Religious Retirement OfficeMillbrae Holy Ghost Fathers of Ireland 14 98.19 44,204.62 Northridge Sisters of the Pious Schools 24 94.68 17,655.98 Society Devoted to the Sacred

8 National Religious Retirement Office 2019 Annual Report Supplement

Fund DistributionsDirect Care Assistance, continued

State or City Institute Number of Percentage of Distribution Territory Members Retirement Amount Not Funded (weighted average)

Missouri Ava Nazareth Hermitage $10,765.98

Carthage Congregation of the Mother of the Redeemer 115 79.33 84,978.26

Conception Benedictines of Conception Abbey 56 62.26 108,311.89

Dittmer Servants of the Paraclete 17 77.74 51,443.10

High Ridge Daughters of Our Mother of Peace 11 99.61 21,171.25

Sons of Our Mother of Peace 4 98.87 8,114.17

Independence Sisters of St. Francis of the Holy Eucharist 13 51.66 23,598.18

Kirkwood Carmelite Sisters of the Divine Heart of Jesus 25 2.53 12,181.85

Liguori Order of the Most Holy Redeemer 15 80.40 30,538.36

Savannah Sisters of St. Francis 4 54.74 4,495.44

St. Louis Franciscan Friars 167 41.32 252,179.17

Franciscan Sisters of Our Lady of Perpetual Help 76 38.56 137,253.11

Missionaries of the Holy Family 14 9.01 15,046.34

Montana Great Falls Poor Clares of Montana 6 97.49 13,072.34

Nebraska Elkhorn Mount Michael Benedictine Abbey 18 35.72 18,564.76

Lincoln School Sisters of Christ the King 28 48.56 3,260.19

Sisters of Mary Queen of Mercy 14 98.94 6,182.49

Nebraska City Franciscan Sisters of the Sorrowful Mother 3 94.58 5,314.71

Omaha Franciscan Monastery of St. Clare 11 73.36 12,495.34

Servants of Mary 62 41.26 112,896.77

St. Columbans Missionary Society of St. Columban 62 90.84 188,096.70

New Manchester Sisters of Holy Cross 79 90.08 301,762.85 Hampshire

New Jersey Belvidere Augustinian Recollect Sisters 8 100.00 13,083.80

Caldwell Sisters of St. Dominic 104 8.12 127,594.73

Cherry Hill Franciscan Missionary Sisters of the Infant Jesus 13 91.38 22,529.43

Little Servant Sisters of the Immaculate Conception 62 95.33 105,196.50

Chesterfield Monastery of St. Clare 13 47.53 22,701.85

Convent Station Sisters of Charity of St. Elizabeth 228 45.82 591,006.37

Haledon Daughters of Mary Help of Christians 93 74.55 168,687.06

Morristown Monastery of Discalced Carmelite Nuns 21 100.00 9,094.11

Newfield Daughters of Our Lady of Mercy 27 26.74 40,700.05

Summit Dominican Nuns 18 64.51 12,221.26

Union City Order of Friars Minor Capuchin 29,130.89

Wayne Xaverian Missionary Fathers 14 78.67 24,845.35

New Mexico Abiquiu Monastery of Christ in the Desert 50 99.81 36,867.57

Albuquerque Franciscan Friars 45 15.84 26,906.73

Blanco Monastery of Our Lady of the Desert 13 99.43 12,378.37

Page 11: National Religious Retirement OfficeMillbrae Holy Ghost Fathers of Ireland 14 98.19 44,204.62 Northridge Sisters of the Pious Schools 24 94.68 17,655.98 Society Devoted to the Sacred

National Religious Retirement Office 2019 Annual Report Supplement 9

Fund DistributionsDirect Care Assistance, continued

State or City Institute Number of Percentage of Distribution Territory Members Retirement Amount Not Funded (weighted average)

New York Blauvelt Sisters of St. Dominic 96 4.53 $63,400.84

Bronx Dominican Nuns of Perpetual Adoration 9 60.23 14,896.54

Franciscan Missionaries of Mary 70 88.66 214,326.00

Brooklyn Sisters of the Visitation of Brooklyn 12 58.83 24,129.34

Buffalo Sisters of Social Service of Buffalo 11 19.64 14,247.31

Sisters of St. Mary of Namur 63 56.19 146,733.67

Clarence Sisters of St. Joseph 57 26.68 113,145.85

Garrison Franciscan Sisters of the Atonement 87 28.41 121,908.82

Hopewell Junction Sisters Oblates to the Blessed Trinity 31 84.52 59,126.46

Huntington Missionary Sisters of St. Benedict 33 97.74 32,438.03

Islip Daughters of Wisdom 63 35.75 132,605.64

Jamaica Ursuline Sisters of Tildonk 33 50.83 78,596.85

Latham Sisters of St. Joseph of Carondelet 250 21.31 296,671.69

Lewiston Dominican Nuns 27,231.23

Sisters of the Sacred Heart of Jesus 15 98.66 10,642.72

Livingston Manor Monastery of Bethlehem 9,214.89

Middletown Carmelite Friars 88 40.03 52,149.04

Monroe Parish Visitors of Mary Immaculate 64,113.64

New Rochelle Christian Brothers 292,798.16

Salesian Society, Inc. 115 84.27 221,128.27

New York Dominican Province of St. Joseph 272 78.71 237,270.35

Little Sisters of the Assumption 12 14.63 11,944.36

Paulist Fathers 105 21.76 101,568.57

Peekskill Franciscan Missionary Sisters of the Sacred Heart 20 76.30 35,979.87

Piffard Genesee Abbey 26 65.06 52,266.38

Rego Park Sisters of Charity—Halifax 46 48.16 94,723.48

Rhinebeck Society of St. Ursula 21 30.18 29,774.50

Rochester Sisters of St. Joseph 174 35.00 326,951.90

Rye Brook Congregation of the Passion 106 11.66 102,918.34

Silver Creek Missionary Sisters of St. Columban 13 86.40 42,212.23

Sloatsburg Sisters Servants of Mary Immaculate 21 53.51 42,176.35

Sparkill Dominican Convent of Our Lady of the Rosary 226 17.45 305,030.72

Staten Island Society of St. Paul 20 89.86 44,927.15

Suffern Sisters of Life 116 17.68 4,834.28

Syracuse Sisters of St. Francis 322 47.03 678,240.67

White Plains Province of St. Mary of the Capuchin Order 99 37.09 121,129.50

Sisters of the Divine Compassion 69 18.39 76,095.25

Windsor Benedictine Sisters 3 82.15 7,101.63

Youngstown Clerics Regular of St. Paul 10 75.69 14,055.84

Page 12: National Religious Retirement OfficeMillbrae Holy Ghost Fathers of Ireland 14 98.19 44,204.62 Northridge Sisters of the Pious Schools 24 94.68 17,655.98 Society Devoted to the Sacred

10 National Religious Retirement Office 2019 Annual Report Supplement

Fund DistributionsDirect Care Assistance, continued

State or City Institute Number of Percentage of Distribution Territory Members Retirement Amount Not Funded (weighted average)

North Dakota Richardton Assumption Abbey 33 8.12 $16,666.25

Ohio Canfield Ursuline Sisters 36 22.18 55,328.15

Canton Poor Clare Nuns of Perpetual Adoration 10 93.98 9,891.99

Cincinnati Comboni Missionaries of the Heart of Jesus 30 19.30 23,435.66

Monastery of St. Clare 10 73.22 16,882.23

Cleveland St. Andrew Abbey 25 77.34 32,030.32

Euclid Sisters of the Most Holy Trinity 16 96.06 29,947.74

Garfield Heights Sisters of the Holy Spirit 2 93.71 6,026.49

Highland Heights Congregation of the Blessed Sacrament 30 18.80 39,486.69

Hubbard Oblate Sisters of the Sacred Heart of Jesus 18 56.82 17,764.99

Louisville Sisters of St. Joseph of St. Mark 7 13.72 7,878.79

North Jackson Antonine Sisters 4 97.40 5,000.19

Tiffin Sisters of the Third Order Regular of St. Francis 81 40.55 169,345.21 of Penance and of Charity

Toledo Sisters of Notre Dame 164 8.86 160,937.77

Visitation Monastery 17 72.89 18,855.67

Toronto Franciscan Sisters, Third Order Regular 30 91.31 6,970.14

Oklahoma Shawnee Benedictine Fathers 21 72.84 40,699.11

Oregon Banks Missionaries of the Holy Spirit 44 60.71 21,321.27

Beaverton Franciscan Missionary Sisters 30 53.14 41,737.63 of Our Lady of Sorrows

Carlton Guadalupe Abbey 17 78.92 40,078.42

Portland Sisters of Reparation 2 67.54 5,556.60

St. Benedict Benedictines of Mount Angel Abbey 45 60.12 24,363.47

Weston Duchovny Dom Monastery 3 94.33 4,616.38

Page 13: National Religious Retirement OfficeMillbrae Holy Ghost Fathers of Ireland 14 98.19 44,204.62 Northridge Sisters of the Pious Schools 24 94.68 17,655.98 Society Devoted to the Sacred

National Religious Retirement Office 2019 Annual Report Supplement 11

Fund DistributionsDirect Care Assistance, continued

State or City Institute Number of Percentage of Distribution Territory Members Retirement Amount Not Funded (weighted average)

Pennsylvania Allison Park Sisters of Divine Providence 172 29.53 $272,190.08

Baden Sisters of St. Joseph 138 28.13 231,309.79

Bakerstown Benedictine Sisters 38 50.63 87,269.50

Erie Benedictine Sisters 91 57.24 200,794.37

Sisters of St. Joseph of Northwestern Pennsylvania 82 23.90 155,783.17

Gallitzin Carmelite Community of the Word 13 30.36 13,571.45

Greensburg Sisters of Charity of Seton Hill 142 18.23 231,942.23

Sisters of St. Benedict 7 40.96 8,505.40

Haverford Handmaids of the Sacred Heart of Jesus 28 57.94 44,916.79

Hollidaysburg Third Order Regular of St. Francis 25 53.76 34,619.77

Jenkintown Sisters of the Order of St. Basil the Great 29 65.14 89,537.62

Latrobe Carmel of the Assumption 10 74.34 21,869.91

Loretto Third Order Regular of St. Francis 98 65.63 136,326.00

Merion Sisters of Mercy of the Americas 708 1.70 648,342.19

New Ringgold Cistercian Fathers 4,795.11

Paoli Canons Regular of Premontre 40,199.21

Pittsburgh Capuchin Franciscan Province of St. Augustine 122 34.82 103,234.27

School Sisters of the Third Order Regular 66 29.63 111,500.89 of St. Francis

Reading Bernardine Franciscan Sisters 152 1.40 121,198.96

Missionary Sisters of the Most Sacred Heart 39 33.51 52,781.32

Missionary Sisters of the Precious Blood 17 70.50 36,246.58

Scranton Servants of the Immaculate Heart of Mary 307 14.71 354,769.99

Uniontown Sisters of the Order of St. Basil the Great 36 62.61 112,063.74

Villanova Order of St. Augustine 135 17.11 103,177.57

Puerto Rico Humacao Benedictine Sisters 8 97.81 16,800.13

Rhode Island Barrington Monastery of Discalced Carmelites 11 56.91 26,280.47

Middletown Sisters of St. Joseph of Cluny 15 7.83 16,879.56

North Kingstown Sisters of the Cross and Passion 27 14.18 32,920.09

South Carolina Moncks Corner Mepkin Abbey 15 83.88 33,643.53

Travelers Rest Monastery of St. Clare 15 85.29 23,964.05

Tennessee Nashville Dominican Sisters of St. Cecilia 301 90.11 96,748.95

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12 National Religious Retirement Office 2019 Annual Report Supplement

Fund DistributionsDirect Care Assistance, continued

State or City Institute Number of Percentage of Distribution Territory Members Retirement Amount Not Funded (weighted average)

Texas Amarillo Capuchin Poor Clares of the Blessed Sacrament 13 98.88 $22,680.78

Franciscan Sisters of Mary Immaculate 18 98.73 16,617.04

Austin Franciscanas Hijas de la Misericordia 4,420.49

Corpus Christi Sisters of the Society of Our Lady 64 97.52 45,388.23 of the Most Holy Trinity

Society of Our Lady of the Most Holy Trinity 90 84.23 63,746.52

El Paso Good Shepherd Convent 8 92.00 21,200.42

Servants of the Sacred Heart of Jesus and the Poor 18 90.66 17,152.21

Sisters of Perpetual Adoration 8 96.77 19,200.00

Fort Worth Sisters of St. Mary of Namur 29 29.53 48,156.09

Houston Dominican Sisters of Mary Immaculate Province 99 95.15 34,557.22

Missionary Carmelites of St. Teresa 51 20.26 56,135.40

Kingsville Missionary Daughters of the Most Pure Virgin Mary 18 95.02 41,152.56

Panhandle School Sisters of the Third Order of St. Francis 21,660.54

Prayer Town Disciples of the Lord Jesus Christ 40 96.29 18,669.47

San Antonio Congregation of Divine Providence 111 5.78 127,129.02

Cordi-Marian Sisters 25 82.01 54,189.35

Discalced Carmelite Friars 15 86.49 18,728.67

Eucharistic Franciscan Missionary Sisters 8 99.72 22,078.28

Hermanas Catequistas Guadalupanas 10 96.05 28,122.70

Institute of the Daughters of Mary 86 94.45 205,484.64

Misioneras de Nuestra Sra del Perpetuo Socorro 20 98.22 35,701.32

Missionary Catechists of Divine Providence 30 25.39 46,513.91

Our Lady of Guadalupe and Infant of Prague 8 20.87 7,889.12

Sisters of Perpetual Adoration 9 97.57 15,794.33

Sisters of the Sacred Heart of Jesus 26 25.65 39,082.20

Victoria Missionary Catechists 31 64.93 71,996.95 of the Sacred Hearts of Jesus and Mary

Wolfforth St. Francis Mission Community 16 91.23 37,017.06

Utah Salt Lake City Discalced Carmelite Nuns 12 83.41 18,761.01

Vermont Westfield Benedictine Nuns of the Congregation of Solesmes 11 88.88 17,107.12

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National Religious Retirement Office 2019 Annual Report Supplement 13

Fund DistributionsDirect Care Assistance, continued

State or City Institute Number of Percentage of Distribution Territory Members Retirement Amount Not Funded (weighted average)

Virgin Islands Frederiksted, Missionary Sisters of the Immaculate Heart of Mary 12 65.84 $35,090.66 St. Croix

Virginia Arlington Missionhurst CICM 38 50.18 26,583.77

Barhamsville Monastery of Poor Clares 22 97.58 25,709.18

Crozet Our Lady of the Angels Monastery 12 85.03 21,070.88

Linden Dominican Nuns 10 93.25 6,458.21

Richmond Comboni Missionary Sisters 12 78.04 7,733.19

Mary Mother of the Church Abbey 7 11.41 3,720.52

Washington Lacey Sisters of St. Benedict 14 57.43 16,060.09

Olympia Holy Theophany Monastery 5 83.54 7,586.72

Spokane Sisters of Mary, Mother of the Church 7 93.63 4,883.29

Wisconsin Beloit Auxiliaries of the Blessed Sacrament 3 81.13 8,475.74

Franklin Franciscan Friars Assumption, 84 40.37 144,390.19 Blessed Virgin Mary Province, Inc.

Hudson Carmelite Nuns of the Diocese of Superior 4 69.87 7,229.38

Manitowoc Franciscan Sisters of Christian Charity 216 21.73 310,236.51

Milwaukee School Sisters of St. Francis 347 13.70 546,905.28

Society of the Divine Savior 71 36.43 99,983.75

Prairie du Sac Cistercian Nuns 22 90.88 19,188.51

St. Francis Sisters of St. Francis of Assisi 157 14.00 199,946.08

Stevens Point Sisters of St. Joseph, Third Order of St. Francis 466,134.03

Wauwatosa Carmelite Sisters of the Divine Heart of Jesus 26 83.03 36,006.51

Total Direct Care Assistance 341 Distributions $25,000,000.10

An additional 190 religious institutes submitted demographic and financial data to the NRRO. Some provided information but did not request financial assistance. Others applied but did not receive funding because they are adequately funded per the NRRO distribution calculation. Visit retiredreligious.org/about-us/annual-report to view a PDF listing of these institutes.

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14 National Religious Retirement Office 2019 Annual Report Supplement

Planning and Implementation AssistancePlanning and Implementation Assistance is a comprehensive program to help religious communities increase their long-term ability to provide for senior members. A core planning team from each participating congregation works with two NRRO-trained consultants to identify retirement-funding challenges and develop strategies to address the deficits. Communities may request funds for both the planning and the implementation phases.

The following congregations entered the program in 2019. Some have completed the process, and others continue to work with NRRO staff and consultants to refine their plans. Funds allocated but not disbursed in 2019 will be available for distribution in 2020.

Management and Continuing Education AssistanceIn 2019, $275,014.74 was distributed in Management and Continuing Education Assistance. Religious communities may apply for distributions of up to $5,000 per calendar year to underwrite financial or retirement-related education and/or the acquisition of basic management tools.

Total Participating Institutes 81

Benedictine Sisters Cottonwood, ID

Congregation of the Sacred Hearts Fairhaven, MA

Missionary Catechists of Divine Providence San Antonio, TX

Missionary Oblates of Mary Immaculate Washington, DC

Missionary Sisters Melrose Park, IL of St. Charles Borromeo—Scalabrinians

Sisters of St. Joseph of Carondelet Latham, NY

Sisters of St. Mary of Namur Fort Worth, TX

St. Benedict’s Abbey Atchison, KS

Total Religious Institutes Entering 8 Planning and Implementation Assistance in 2019

In 2019, $1,866,689.00 was distributed to 20 religious institutes in the form of Planning Assistance. Awards ranged from $6,900.00 to $384,600.00.*

In 2019, $1,028,500.00 was distributed to two institutes in the form of Implementation Assistance. Assistance ranged from $28,500.00 to $1,000,000.00.*

Fund Distributions

* Totals include distributions to some religious communities that entered Planning and Implementation Assistance in previous years and received funding in 2019.

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National Religious Retirement Office 2019 Annual Report Supplement 15

AlabamaBirminghamMs. Tillie MeffertMobileMonsignor William J. Skoneki

AlaskaAnchorageMs. Melissa HernandezFairbanksMs. Teresa Chepoda-UsibelliJuneauDeacon Gary Horton

ArizonaPhoenixMs. Margo GonzalezPhoenix (Eastern Church)Reverend Diodoro MendozaTucsonSister Leonette Kochan, OSF

ArkansasLittle RockMs. Dianne Brady

CaliforniaFresnoMonsignor Raymond C. DreilingLos AngelesSister Maria Carlos-Valdez, EINMs. Maria G. ReyesMontereyMs. Tootie KlineOaklandMr. Giles G. MillerOrangeMs. Gloria DeNomieSacramentoMs. Chantal LeFevreSan BernardinoMs. Norma VerdugoSan DiegoSister Kathleen Warren, OSFSan FranciscoSister Rosina Conrotto, PBVMSan JoseSister Rosalie Pizzo, SNDdeNSanta RosaMs. Lynne PeterStocktonSister Wanda M. Billion, MSC

ColoradoColorado SpringsMs. Esperanza GriffithDenverSister Sharon Ford, RSMPuebloMonsignor Edward Nuñez

ConnecticutBridgeportMr. Mike HanlonHartfordMs. Arlyn Page

DelawareWilmingtonSister Ann David

Strohminger, OSFMs. Barbara Beatson

District of ColumbiaWashingtonSister Gilmary Kay, RSM

FloridaMiamiMs. Margie Rancano PontilloOrlandoSister Monica Oboagwina, OPPalm BeachSister Joan Dawson, SSJPensacola–TallahasseeSister Margaret Kuntz, ASCJSt. AugustineSister Mary Victoria Will, SNDSt. PetersburgSister Marlene

Weidenborner, OSFVeniceSister Carmella Therese

DeCosty, SNJM

GeorgiaAtlantaMs. Nancy StoeherSavannahSister Margaret Downing, RSM

HawaiiHonoluluDeacon Keith Cabiles

IllinoisBellevilleMs. Judith A. PhillipsChicagoBrother Michael Segvich, CFCJolietSister Judith A. Davies, OSFPeoriaMrs. Laurie UllrichRockfordMs. Denise DobrowolskiSpringfieldMs. Joan Reed

IndianaEvansvilleDr. Dominic FaraoneFort Wayne–South BendSister Colleen Bauer, SSNDMs. Mari RaatzGaryMr. Tony BontaIndianapolisReverend Gerald KirkhoffLafayetteMs. Robin Caldanaro

IowaDavenportSister Marcia Eckerman, CHMDes MoinesSister Jude Fitzpatrick, CHMDubuqueMr. Jeff HendersonSioux CityDeacon David Lopez

KansasDodge CityReverend Robert A. SchremmerKansas CityReverend John RileySalinaReverend Kerry NinemireWichitaSister Ursula Fotovich, CSJ

KentuckyCovingtonMr. Michael MurrayLexingtonMs. Jill HeinkLouisvilleMs. Cecelia H. PriceOwensboroMr. Tom Lilly

LouisianaAlexandriaMr. Cole ChurchmanBaton RougeReverend Paul YiMs. Mary LaymanLafayetteDeacon Jeff TrumpsNew OrleansSister Elizabeth

Fitzpatrick, OCarmMs. Louann HoodShreveportReverend Rothell Price

MainePortlandSister Rita-Mae Bissonnette, RSR

MarylandBaltimoreReverend Justin Ross, OFM Conv

MassachusettsBostonSister Germana Santos, FSPFall RiverSister Paulina Hurtado, OPWorcesterMr. Michael Gillespie

MichiganDetroitSister Rose Marie Kujawa, CSSFGaylordSister Chris Herald, OPGrand RapidsMs. Cheryl CopenhagenMr. Kevin SimonKalamazooMs. Lisa IrwinLansingMr. George LandoltMarquetteReverend Ben ParisMs. Irene McCauleySaginawMrs. Terri Grierson

MinnesotaCrookstonMonsignor Michael Foltz, JCLDuluthMr. Franz HoefferleNew UlmMs. Jeovana MichelsSt. CloudReverend Robert RolfesSt. Paul and MinneapolisSister Lynore Girmscheid, SSNDWinona–RochesterMs. Mary Hamann

MississippiBiloxiMs. Theresa FettersJacksonMs. Cathy Pendleton

MissouriJefferson CityReverend Greg MeystrikMs. Kathy SmithKansas City–St. JosephMs. Laura GraySpringfield–Cape GirardeauMs. Caitlin BlaineSt. LouisSister Marysia Weber, RSM

MontanaGreat Falls–BillingsMrs. Laurie HortonHelenaMs. Glenda Seipp

(Arch)diocesan CoordinatorsAs liaisons with the National Religious Retirement Office, (arch)diocesan coordinators manage local campaigns, recruit volunteers and professional advisors, and conduct local media relations.

Acknowledgments

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16 National Religious Retirement Office 2019 Annual Report Supplement

NebraskaGrand IslandMost Reverend Joseph G.

HanefeldtLincolnReverend Daniel RayerOmahaReverend Timothy McNeilMs. June Fritz

NevadaLas VegasMs. Karen RobertsRenoMs. Karen Smeath

New HampshireManchesterMrs. Bevin Kennedy

New JerseyCamdenSister Mary McGarrity, IHMMetuchenMs. Catherine SolfaroNewarkMs. Karin WaltersSister Patricia Wormann, OPPassaic (Eastern Church)Reverend Robert J. Hospodar, JCLPatersonSister Alice Ivanyo, MPFTrentonSister Rose McDermott, SSJMs. Rose Marie Patti

New MexicoGallupMr. Bob HoracekLas CrucesReverend Richard CatanachSanta FeReverend Glennon Jones

New YorkBrooklynMs. Johanna MitchellBuffaloSister Jean Thompson, OSFMs. Michele PassafiumeNew YorkSister Catherine Cleary, PBVMOgdensburgSister Bernadette Collins, SSJRockville CentreMs. Barbara KilarjianMs. Carol PadruccoSyracuseMs. Danielle E. Cummings

North CarolinaCharlotteMs. Barb De MaseRaleighSister Constance Gilder, SSJSister Carol Marozzi, SSJ

North DakotaBismarckMr. Ronald W. SchatzFargoMr. Scott A. Hoselton

OhioCincinnatiMiss Maria ReinagelClevelandSister Rochelle Guertal, OSSTColumbusDeacon Tom Berg Jr.Ms. Julie GreerSteubenvilleMr. Patrick HenryToledoSister Maria Lin Pacold, RSMYoungstownSister Joyce Candidi, OSHJ

OklahomaOklahoma CityMs. Dorinda KellyTulsaMr. Tom Schadle

Oregon BakerMs. Terri IsomPortlandMost Reverend Peter SmithMs. Anne Marie Van Dyke

PennsylvaniaAllentownMonsignor David L. JamesAltoona–JohnstownMs. Annette WholaverErieSister Nancy Fischer, SSJMs. Joan FyeGreensburgReverend Larry J. KulickMs. Cindy OzzelloHarrisburgReverend William C. ForreyPhiladelphiaMr. Peter YeccoPittsburghSister Sharon Iacobucci, CSSFMs. Virgina BoylePittsburgh (Eastern Church)Sister Elaine Kisinko, OSBMScrantonMonsignor Thomas M.

Muldowney

Rhode IslandProvidenceSister Elizabeth Castro, HMST

South CarolinaCharlestonSister Sandra Makowski, SSMN

South DakotaRapid CityMs. Teresa SpiessSioux FallsMr. Jerome Klein

TennesseeKnoxvilleMr. Paul D. SimoneauMemphisMr. Ron BrandonNashvilleDeacon Hans M. Toecker

TexasAmarilloMr. Phil WhitsonAustinMr. Scott WhitakerBeaumontSister Esther Dunegan, IWBSBrownsvilleMr. Joel RuizDallasMr. Jonathan BacaEl PasoMs. Renee UnderwoodFort WorthMrs. Elizabeth BeckerGalveston–HoustonMs. Christina DeajonMs. Deborah LadetLubbockMr. B. Marty MartinSan AngeloMr. Steve McKaySan AntonioSister Elizabeth Ann

Vasquez, SSCJTylerMs. Laura WilliamsVictoriaReverend Gary Janak, JCL

UtahSalt Lake CityDeacon George ReadeMs. Toni Glenn

VermontBurlingtonMonsignor John McDermott

Virgin IslandsSt. ThomasReverend Neil Scantlebury

VirginiaArlingtonMr. Mark Herrmann

WashingtonSeattleSister Joyce M. Cox, BVMSpokaneMr. Chris SmithYakimaMonsignor Robert M. Siler

West VirginiaWheeling–CharlestonSister Ellen Dunn, OP

WisconsinGreen BayMs. Tammy DanzLa CrosseSister Donna Kzmarzick, ISSMMadisonMs. Maggie OpichkaMilwaukeeMs. Jan ParrottSuperiorMr. Steve Tarnowski

WyomingCheyenneMr. Matt Potter

Acknowledgments

(Arch)diocesan Coordinators, continued

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Retirement Fund for Religious National Religious Retirement Office 3211 Fourth Street NE Washington DC 20017-1194

Phone (202) 541-3215 Fax (202) 541-3053Email [email protected]

For more information about the Retirement Fund for Religious or about making a bequest, please contact:

Visit retiredreligious.org to learn more about our mission to assist elderly religious or to download campaign resources.

Go to usccb.org/nrro to access resources for religious institutes.

Page 20: National Religious Retirement OfficeMillbrae Holy Ghost Fathers of Ireland 14 98.19 44,204.62 Northridge Sisters of the Pious Schools 24 94.68 17,655.98 Society Devoted to the Sacred

National Religious Retirement OfficeSponsor of the Retirement Fund for Religious

Conference of Major Superiors of MenCouncil of Major Superiors of Women ReligiousLeadership Conference of Women ReligiousUnited States Conference of Catholic Bishops

20201100

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Photographer: Jim Judkis

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