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National Religious Retirement Office 2019 Annual Report Supplement

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.

Retirement Funding Status and Membership of 1 Participating Religious Institutes

Amount Number of Institutes Total Members Funded* Women’s Men’s Total 0–20% 172 44 216 18,963 21–40% 35 10 45 4,791 41–60% 43 13 56 5,104 61–80% 34 22 56 2,752 81–99% 97 32 129 5,865 Adequately 22 7 29 1,115 Total 0 128 1 8,90

*The percentage of retirement funded is based Each symbol represents approximately 500 religious. on designated assets as of December 31, 2019. Women Men

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

National Religious Retirement Office 2019 Annual Report Supplement 1 Fund Distributions

Distributions History Since 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.

Women’s Institutes Men’s Institutes Collection Year Number Distributions Number Distributions Direct 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. 2 National Religious Retirement Office 2019 Annual Report Supplement Fund Distributions

Direct Care Assistance The 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.

State or City Institute Number of Percentage of Distribution Territory Members Retirement Amount Not Funded (weighted average) Alabama Cullman Benedictine Sisters 34 29.82 $48,070.65 Benedictine Society of Alabama 27 83.79 24,380.76 Hanceville of Perpetual Adoration 14 60.45 6,427.97

Arizona Nogales Minim Daughters of Mary Immaculate 11 96.76 30,884.75 Phoenix 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 14 66.30 19,817.60 Subiaco 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 , 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 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 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 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

National Religious Retirement Office 2019 Annual Report Supplement 3 Fund Distributions Direct 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 $39,438.43 continued Oblatas de Santa Marta 31 99.01 73,954.25 Riverside Society of the Divine Word 59 86.53 64,431.49 Carmelite Monastery of San Diego 15 74.44 26,830.45 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 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 of St. 127 73.73 233,447.55

District Washington Missionary Oblates of Mary Immaculate 215 2.19 156,872.28 of 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 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

4 National Religious Retirement Office 2019 Annual Report Supplement Fund Distributions Direct 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 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 Servants of Mary 40 15.94 42,071.82 157 14.13 118,935.15 Joliet Congregación de Hermanas Josefinas 25 57.24 55,472.21 Lacon Daughters of St. 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 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

National Religious Retirement Office 2019 Annual Report Supplement 5 Fund Distributions Direct 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 74 30.30 25,439.94 Franciscan Poor Clares 6 21.63 6,850.97 Sisters of the 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 Carmelite Sisters of Baltimore 16 12.92 15,338.57 Institute of Mission Helpers of Baltimore City, Inc. 41 66.02 117,526.38 Sisters of Providence 53 84.94 148,871.66 Order of the Most Holy 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 and Mary 7 92.01 20,157.33 Silver Spring Missionary Servants of the Most Holy Trinity 114 44.80 99,309.29

6 National Religious Retirement Office 2019 Annual Report Supplement Fund Distributions Direct 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 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 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 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

National Religious Retirement Office 2019 Annual Report Supplement 7 Fund Distributions Direct 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 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 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

8 National Religious Retirement Office 2019 Annual Report Supplement Fund Distributions Direct Care Assistance, continued

State or City Institute Number of Percentage of Distribution Territory Members Retirement Amount Not Funded (weighted average) 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 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 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 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 of St. Paul 10 75.69 14,055.84

National Religious Retirement Office 2019 Annual Report Supplement 9 Fund Distributions Direct 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 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 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

10 National Religious Retirement Office 2019 Annual Report Supplement Fund Distributions Direct 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 of the Americas 708 1.70 648,342.19 New Ringgold Cistercian Fathers 4,795.11 Paoli Canons Regular of Premontre 40,199.21 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 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

National Religious Retirement Office 2019 Annual Report Supplement 11 Fund Distributions Direct 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 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

12 National Religious Retirement Office 2019 Annual Report Supplement Fund Distributions Direct 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 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.

National Religious Retirement Office 2019 Annual Report Supplement 13 Fund Distributions

Planning and Implementation Assistance Management and Continuing Planning and Implementation Assistance is a comprehensive Education Assistance program to help religious communities increase their long- In 2019, $275,014.74 was distributed in Management and term ability to provide for senior members. A core planning Continuing Education Assistance. Religious communities may team from each participating congregation works with two apply for distributions of up to $5,000 per calendar year to NRRO-trained consultants to identify retirement-funding underwrite financial or retirement-related education and/or challenges and develop strategies to address the deficits. the acquisition of basic management tools. Communities may request funds for both the planning and the implementation phases. Total Participating Institutes 81

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.

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.*

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

14 National Religious Retirement Office 2019 Annual Report Supplement Acknowledgments

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

Alabama Connecticut Indiana Massachusetts Birmingham Bridgeport Evansville Boston Ms. Tillie Meffert Mr. Mike Hanlon Dr. Dominic Faraone Sister Germana Santos, FSP Mobile Hartford Fort Wayne–South Bend Fall River Monsignor William J. Skoneki Ms. Arlyn Page Sister Colleen Bauer, SSND Sister Paulina Hurtado, OP Alaska Delaware Ms. Mari Raatz Worcester Gary Mr. Michael Gillespie Anchorage Wilmington Mr. Tony Bonta Ms. Melissa Hernandez Sister Ann David Michigan Indianapolis Fairbanks Strohminger, OSF Detroit Reverend Gerald Kirkhoff Ms. Teresa Chepoda-Usibelli Ms. Barbara Beatson Sister Rose Marie Kujawa, CSSF Lafayette Juneau Gaylord District of Columbia Ms. Robin Caldanaro Gary Horton Sister Chris Herald, OP Washington Iowa Grand Rapids Arizona Sister Gilmary Kay, RSM Davenport Ms. Cheryl Copenhagen Phoenix Florida Sister Marcia Eckerman, CHM Mr. Kevin Simon Ms. Margo Gonzalez Miami Des Moines Kalamazoo Phoenix (Eastern Church) Ms. Margie Rancano Pontillo Sister Jude Fitzpatrick, CHM Ms. Lisa Irwin Reverend Diodoro Mendoza Orlando Dubuque Lansing Tucson Sister Monica Oboagwina, OP Mr. Jeff Henderson Mr. George Landolt Sister Leonette Kochan, OSF Palm Beach Sioux City Marquette Arkansas Sister Joan Dawson, SSJ Deacon David Lopez Reverend Ben Paris Pensacola–Tallahassee Little Rock Kansas Ms. Irene McCauley Ms. Dianne Brady Sister Margaret Kuntz, ASCJ Saginaw Dodge City St. Augustine Mrs. Terri Grierson California Reverend Robert A. Schremmer Sister Mary Victoria Will, SND Kansas City Minnesota Fresno St. Petersburg Reverend John Riley Crookston Monsignor Raymond C. Dreiling Sister Marlene Los Angeles Weidenborner, OSF Salina Monsignor Michael Foltz, JCL Sister Maria Carlos-Valdez, EIN Venice Reverend Kerry Ninemire Duluth Ms. Maria G. Reyes Sister Carmella Therese Wichita Mr. Franz Hoefferle Monterey DeCosty, SNJM Sister Ursula Fotovich, CSJ New Ulm Ms. Tootie Kline Kentucky Ms. Jeovana Michels Oakland Georgia St. Cloud Covington Mr. Giles G. Miller Atlanta Reverend Robert Rolfes Mr. Michael Murray Orange Ms. Nancy Stoeher St. Paul and Minneapolis Lexington Ms. Gloria DeNomie Savannah Sister Lynore Girmscheid, SSND Ms. Jill Heink Sacramento Sister Margaret Downing, RSM Winona–Rochester Louisville Ms. Chantal LeFevre Ms. Mary Hamann Hawaii Ms. Cecelia H. Price San Bernardino Honolulu Owensboro Mississippi Ms. Norma Verdugo Deacon Keith Cabiles Mr. Tom Lilly Biloxi San Diego Ms. Theresa Fetters Sister Kathleen Warren, OSF Illinois Jackson San Francisco Belleville Alexandria Ms. Cathy Pendleton Sister Rosina Conrotto, PBVM Ms. Judith A. Phillips Mr. Cole Churchman San Jose Chicago Baton Rouge Missouri Sister Rosalie Pizzo, SNDdeN Brother Michael Segvich, CFC Reverend Paul Yi Jefferson City Santa Rosa Joliet Ms. Mary Layman Reverend Greg Meystrik Ms. Lynne Peter Sister Judith A. Davies, OSF Lafayette Ms. Kathy Smith Stockton Peoria Deacon Jeff Trumps Kansas City–St. Joseph Sister Wanda M. Billion, MSC Mrs. Laurie Ullrich New Orleans Ms. Laura Gray Rockford Colorado Sister Elizabeth Springfield–Cape Girardeau Ms. Denise Dobrowolski Fitzpatrick, OCarm Ms. Caitlin Blaine Colorado Springs Springfield Ms. Louann Hood St. Louis Ms. Esperanza Griffith Ms. Joan Reed Shreveport Sister Marysia Weber, RSM Denver Reverend Rothell Price Sister Sharon Ford, RSM Montana Pueblo Maine Great Falls–Billings Monsignor Edward Nuñez Portland Mrs. Laurie Horton Sister Rita-Mae Bissonnette, RSR Helena Maryland Ms. Glenda Seipp Baltimore Reverend Justin Ross, OFM Conv

National Religious Retirement Office 2019 Annual Report Supplement 15 Acknowledgments

(Arch)diocesan Coordinators, continued

Nebraska North Carolina Rhode Island Virgin Islands Grand Island Charlotte Providence St. Thomas Most Reverend Joseph G. Ms. Barb De Mase Sister Elizabeth Castro, HMST Reverend Neil Scantlebury Hanefeldt Raleigh South Carolina Virginia Lincoln Sister Constance Gilder, SSJ Charleston Arlington Reverend Daniel Rayer Sister Carol Marozzi, SSJ Omaha Sister Sandra Makowski, SSMN Mr. Mark Herrmann North Dakota Reverend Timothy McNeil South Dakota Washington Bismarck Ms. June Fritz Rapid City Seattle Mr. Ronald W. Schatz Ms. Teresa Spiess Sister Joyce M. Cox, BVM Nevada Fargo Sioux Falls Spokane Las Vegas Mr. Scott A. Hoselton Ms. Karen Roberts Mr. Jerome Klein Mr. Chris Smith Ohio Reno Tennessee Yakima Cincinnati Monsignor Robert M. Siler Ms. Karen Smeath Knoxville Miss Maria Reinagel Mr. Paul D. Simoneau West Virginia New Hampshire Cleveland Memphis Wheeling–Charleston Manchester Sister Rochelle Guertal, OSST Mr. Ron Brandon Sister Ellen Dunn, OP Mrs. Bevin Kennedy Columbus Nashville Deacon Tom Berg Jr. Wisconsin New Jersey Deacon Hans M. Toecker Ms. Julie Greer Camden Green Bay Steubenville Texas Sister Mary McGarrity, IHM Ms. Tammy Danz Mr. Patrick Henry Metuchen Amarillo La Crosse Toledo Ms. Catherine Solfaro Mr. Phil Whitson Sister Donna Kzmarzick, ISSM Sister Maria Lin Pacold, RSM Newark Austin Madison Youngstown Ms. Karin Walters Mr. Scott Whitaker Ms. Maggie Opichka Sister Joyce Candidi, OSHJ Sister Patricia Wormann, OP Beaumont Milwaukee Passaic (Eastern Church) Sister Esther Dunegan, IWBS Ms. Jan Parrott Brownsville Superior Reverend Robert J. Hospodar, JCL Mr. Joel Ruiz Mr. Steve Tarnowski Paterson Ms. Dorinda Kelly Dallas Sister Alice Ivanyo, MPF Tulsa Wyoming Mr. Jonathan Baca Trenton Mr. Tom Schadle Cheyenne Sister Rose McDermott, SSJ El Paso Oregon Mr. Matt Potter Ms. Rose Marie Patti Ms. Renee Underwood Baker Fort Worth New Mexico Ms. Terri Isom Mrs. Elizabeth Becker Gallup Portland Galveston–Houston Mr. Bob Horacek Most Reverend Peter Smith Ms. Christina Deajon Las Cruces Ms. Anne Marie Van Dyke Ms. Deborah Ladet Reverend Richard Catanach Pennsylvania Lubbock Santa Fe Mr. B. Marty Martin Allentown Reverend Glennon Jones San Angelo Monsignor David L. James Mr. Steve McKay New York Altoona–Johnstown San Antonio Brooklyn Ms. Annette Wholaver Sister Elizabeth Ann Ms. Johanna Mitchell Erie Vasquez, SSCJ Buffalo Sister Nancy Fischer, SSJ Tyler Sister Jean Thompson, OSF Ms. Joan Fye Ms. Laura Williams Ms. Michele Passafiume Greensburg Victoria New York Reverend Larry J. Kulick Reverend Gary Janak, JCL Sister Catherine Cleary, PBVM Ms. Cindy Ozzello Ogdensburg Harrisburg Utah Sister Bernadette Collins, SSJ Reverend William C. Forrey Salt Lake City Rockville Centre Deacon George Reade Ms. Barbara Kilarjian Mr. Peter Yecco Ms. Toni Glenn Ms. Carol Padrucco Pittsburgh Vermont Syracuse Sister Sharon Iacobucci, CSSF Burlington Ms. Danielle E. Cummings Ms. Virgina Boyle Monsignor John McDermott Pittsburgh (Eastern Church) Sister Elaine Kisinko, OSBM Scranton Monsignor Thomas M. Muldowney

16 National Religious Retirement Office 2019 Annual Report Supplement For more information Retirement Fund for Religious Visit retiredreligious.org to learn about the Retirement National Religious Retirement Office more about our mission to assist Fund for Religious 3211 Fourth Street NE elderly religious or to download or about making Washington DC 20017-1194 campaign resources. a bequest, please contact: Phone (202) 541-3215 Go to usccb.org/nrro to access Fax (202) 541-3053 resources for religious institutes. Email [email protected] National Religious Retirement Office Sponsor of the Retirement Fund for Religious

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