Civic Intelligence

The Jesuit Collaborative

990 • Fiscal year 2023 • EIN 20-4996463

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 28, 2023

8600 Lasalle Road Ste 620Towson, MD 21286

(443) 921-1336

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

84th percentile

0.41x

Higher debt load relative to assets than 84% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

76th percentile

0.19x

Higher debt load relative to revenue than 76% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

10th percentile

-34%

Higher net margin than 10% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

7th percentile

-30%

Faster asset growth than 7% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-24%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$455,294

Down $194,822 (-30%) from 2022

Net Assets

Down

$268,560

Down $331,826 (-55%) from 2022

Liabilities

Up

$186,734

Up $137,004 (+275%) from 2022

Revenue

Down

$992,217

Down $312,489 (-24%) from 2022

Expenses

Up

$1,324,878

Up $191,008 (+17%) from 2022

Net Income

Down

-$332,661

Down $503,497 (-295%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $644,947Liabilities 2011: $19,513Net Assets 2011: $625,4342011Assets 2012: $709,920Liabilities 2012: $71,328Net Assets 2012: $638,5922012Assets 2013: $571,362Liabilities 2013: $67,365Net Assets 2013: $503,9972013Assets 2014: $576,341Liabilities 2014: $66,894Net Assets 2014: $509,4472014Assets 2015: $609,943Liabilities 2015: $57,937Net Assets 2015: $552,0062015Assets 2016: $578,517Liabilities 2016: $106,693Net Assets 2016: $471,8242016Assets 2017: $1,008,671Liabilities 2017: $177,535Net Assets 2017: $831,1362017Assets 2018: $716,060Liabilities 2018: $52,229Net Assets 2018: $663,8312018Assets 2019: $589,000Liabilities 2019: $112,042Net Assets 2019: $476,9582019Assets 2020: $537,807Liabilities 2020: $47,871Net Assets 2020: $489,9362020Assets 2021: $563,390Liabilities 2021: $131,601Net Assets 2021: $431,7892021Assets 2022: $650,116Liabilities 2022: $49,730Net Assets 2022: $600,3862022Assets 2023: $455,294Liabilities 2023: $186,734Net Assets 2023: $268,5602023Assets 2024: $692,424Liabilities 2024: $5,865Net Assets 2024: $686,5592024Assets 2025: $721,753Liabilities 2025: $76,620Net Assets 2025: $645,1332025

Highlighted filing

2023

Assets$455,294
Liabilities$186,734
Net Assets$268,560

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $733,040Expenses 2011: $577,367Net Income 2011: $155,6732011Expenses 2012: $769,4902012Expenses 2013: $890,9662013Revenue 2014: $1,224,348Expenses 2014: $1,414,754Net Income 2014: -$190,4062014Revenue 2015: $1,433,021Expenses 2015: $1,392,212Net Income 2015: $40,8092015Revenue 2016: $1,128,833Expenses 2016: $1,212,740Net Income 2016: -$83,9072016Revenue 2017: $1,496,045Expenses 2017: $1,155,721Net Income 2017: $340,3242017Revenue 2018: $1,102,036Expenses 2018: $1,283,054Net Income 2018: -$181,0182018Revenue 2019: $954,802Expenses 2019: $1,144,778Net Income 2019: -$189,9762019Revenue 2020: $1,101,655Expenses 2020: $1,082,555Net Income 2020: $19,1002020Revenue 2021: $1,049,449Expenses 2021: $1,126,225Net Income 2021: -$76,7762021Revenue 2022: $1,304,706Expenses 2022: $1,133,870Net Income 2022: $170,8362022Revenue 2023: $992,217Expenses 2023: $1,324,878Net Income 2023: -$332,6612023Revenue 2024: $1,387,749Expenses 2024: $978,857Net Income 2024: $408,8922024Revenue 2025: $1,055,477Expenses 2025: $1,107,924Net Income 2025: -$52,4472025

Highlighted filing

2023

Revenue$992,217
Expenses$1,324,878
Net Income-$332,661
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 28, 2023
Return Version
2022v5.0
Gross Receipts
$992,217
Mission and Program Overview

Mission

Promotes ignatian spirituality through networking, reflection, and learning while managing and coordinating the diverse ministries that derive from the spiritual exercises of st. Ignatius.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$576,102$378,564▼ $197,538
Investments in Publicly Traded Securities$73,014$76,230▲ $3,216
Prepaid Expenses and Deferred Charges$1,000--
Accounts Receivable-$500-
Total Assets$650,116$455,294▼ $194,822
Liabilities
Accounts Payable and Accrued Expenses$49,730$135,325▲ $85,595
Deferred Revenue-$51,409-
Total Liabilities$49,730$186,734▲ $137,004
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$527,372$192,330▼ $335,042
Net Assets With Donor Restrictions$73,014$76,230▲ $3,216
Total Net Assets Fund Balance$600,386$268,560▼ $331,826
Total Liabilities and Net Assets / Fund Balance$650,116$455,294▼ $194,822

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$70,733-▲ $835-$66,807
2021$75,253-▼ $2,239-$70,733
2020$56,624-▲ $20,716-$75,253
2019$62,746-▼ $4,113-$56,624
2018$59,643-▲ $4,987-$62,746
Compensation and Service Providers

Board Members and Trustees

NameTitle
Br Christopher Derby SjBoard Member
Rev Richard a Mcgowan SjBoard Member
Very Rev Joseph M Okeefe SjBoard Member
Carlos AedoExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$899,593
Program Service Revenue
$87,863
Investment Income
$4,761
Other Revenue
$0
All Other Contributions
$899,593
Change in Net Assets
$-332,661
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,133,300
Total Fundraising Expense$208,150
Other Expenses$191,578
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$556,456$207,081$106,309$869,846
Other Employee Benefits$86,583$46,732$58,635$191,950
Payroll Taxes$47,280$15,907$8,317$71,504
Conferences and Meetings$48,799$2,435$8,660$59,894
Office Expenses$21,916$9,607$15,886$47,409
Travel$11,643$19,926$4,876$36,445
Fees for Services Other$28,157--$28,157
Other Expenses$5,935$4,955$5,467$4,955
Fees for Services Accounting-$2,726-$2,726
Total Functional Expenses$806,769$309,959$208,150$1,324,878
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

Ois has a duly elected board of three people.

Member election for additional members Part VI line 7A

The board is comprised of the provincials of the usa northeast province and the maryland province of the society of jesus, and the treasurer of the usa northeast province.each board of directors shall be comprised of:(1)the provincials of the maryland and the usa northeast provinces of the society of jesus (or the provincial(s) of any successor(s) to the maryland and/or usa northeast provinces of the society of jesus) (each,an ex officio director; together, as applicable, the ex officio directors); and(ii)consistent with section 4.03(a), up to nine (9) individuals, each of whom shall be a member of the maryland or usa northeast provinces of the society of jesus (or of any successor(s) to the maryland and/or usa northeast provinces of the society of jesus). Directors shall be elected:(i) by the majority of the directors then in office at each annual meeting of the corporation, provided there is a quorum (or, if not at an annual meeting, then at such other meeting held pursuant to section 2.03 (b)); and(ii) upon confirmation of such action of the board of directors by the ex officio director(s).

Governing body decisions Part VI line 7B

By virtue of being members of ois, the md and usa northeast provinces have substantial input as to the activities of ois. However they do not have nor they exercise, direct management authority over the decisions of ois. Ois keeps the provinces informed of its activities via meetings with provincial staff, their invitation to attend ois bod meetings, periodic written and oral reports and joint attendance at some events run by ois.

Form 990 governing body review Part VI line 11

Information for the form 990 is prepared by ois and provided to the tax preparer who prepares a draft of the form 990 and distributes it to the management and board of ois for review. The form 990 is finalized after any changes are made as a result of the review.

Conflict of interest policy compliance Part VI line 12C

As situations arise, the board of directors and employees of the usa northeast province will discuss whether a situation presents a conflict of interest. If it does, the board will vote on any appropriate restrictions of activity by the person with the conflict.

Governing documents etc available to public Part VI line 19

Governing documents, conflict of interest policy, and financial statements are made available upon request.

Filing and Contact Details

Filer

Filer Name
The Jesuit Collaborative
EIN
20-4996463
Address
8600 LASALLE ROAD STE 620, TOWSON, MD 21286
Doing Business As
Office of Ignatian Spiritualit

Signing Officer

Name
Carlos Aedo
Title
Executive Direc
Phone
4439211336
Signed
2023-10-28
Discuss with paid preparer
No

Organization Details

Principal Officer
Carlos Aedo Officer
Formed
2006
Legal Domicile
Md
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Poa Accounting Services LLC
Address
2229 Riding Crop Way, Windsor Mill, MD 21244
Preparer
Peter Chepkwony
Phone
4438250729
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OIS HAS A DULY ELECTED BOARD OF THREE PEOPLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD IS COMPRISED OF THE PROVINCIALS OF THE USA NORTHEAST PROVINCE AND THE MARYLAND PROVINCE OF THE SOCIETY OF JESUS, AND THE TREASURER OF THE USA NORTHEAST PROVINCE.EACH BOARD OF DIRECTORS SHALL BE COMPRISED OF:(1)THE PROVINCIALS OF THE MARYLAND AND THE USA NORTHEAST PROVINCES OF THE SOCIETY OF JESUS (OR THE PROVINCIAL(S) OF ANY SUCCESSOR(S) TO THE MARYLAND AND/OR USA NORTHEAST PROVINCES OF THE SOCIETY OF JESUS) (EACH,AN EX OFFICIO DIRECTOR; TOGETHER, AS APPLICABLE, THE EX OFFICIO DIRECTORS); AND(II)CONSISTENT WITH SECTION 4.03(A), UP TO NINE (9) INDIVIDUALS, EACH OF WHOM SHALL BE A MEMBER OF THE MARYLAND OR USA NORTHEAST PROVINCES OF THE SOCIETY OF JESUS (OR OF ANY SUCCESSOR(S) TO THE MARYLAND AND/OR USA NORTHEAST PROVINCES OF THE SOCIETY OF JESUS). DIRECTORS SHALL BE ELECTED:(I) BY THE MAJORITY OF THE DIRECTORS THEN IN OFFICE AT EACH ANNUAL MEETING OF THE CORPORATION, PROVIDED THERE IS A QUORUM (OR, IF NOT AT AN ANNUAL MEETING, THEN AT SUCH OTHER MEETING HELD PURSUANT TO SECTION 2.03 (B)); AND(II) UPON CONFIRMATION OF SUCH ACTION OF THE BOARD OF DIRECTORS BY THE EX OFFICIO DIRECTOR(S).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BY VIRTUE OF BEING MEMBERS OF OIS, THE MD AND USA NORTHEAST PROVINCES HAVE SUBSTANTIAL INPUT AS TO THE ACTIVITIES OF OIS. HOWEVER THEY DO NOT HAVE NOR THEY EXERCISE, DIRECT MANAGEMENT AUTHORITY OVER THE DECISIONS OF OIS. OIS KEEPS THE PROVINCES INFORMED OF ITS ACTIVITIES VIA MEETINGS WITH PROVINCIAL STAFF, THEIR INVITATION TO ATTEND OIS BOD MEETINGS, PERIODIC WRITTEN AND ORAL REPORTS AND JOINT ATTENDANCE AT SOME EVENTS RUN BY OIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INFORMATION FOR THE FORM 990 IS PREPARED BY OIS AND PROVIDED TO THE TAX PREPARER WHO PREPARES A DRAFT OF THE FORM 990 AND DISTRIBUTES IT TO THE MANAGEMENT AND BOARD OF OIS FOR REVIEW. THE FORM 990 IS FINALIZED AFTER ANY CHANGES ARE MADE AS A RESULT OF THE REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AS SITUATIONS ARISE, THE BOARD OF DIRECTORS AND EMPLOYEES OF THE USA NORTHEAST PROVINCE WILL DISCUSS WHETHER A SITUATION PRESENTS A CONFLICT OF INTEREST. IF IT DOES, THE BOARD WILL VOTE ON ANY APPROPRIATE RESTRICTIONS OF ACTIVITY BY THE PERSON WITH THE CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MARYLAND PROV OF SOCIETY OF JESUS
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt039 E 83RD ST
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEW YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1TOWSON
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IRS990/UponRequestInd0X
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IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.JESUITSEASTOIS.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CARLOS AEDO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIREC
ReturnHeader/BusinessOfficerGrp/PhoneNum04439211336
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JESUIT COLLABORATIVE
ReturnHeader/Filer/BusinessNameControlTxt0JESU
ReturnHeader/Filer/EIN0204996463
ReturnHeader/Filer/USAddress/AddressLine1Txt08600 LASALLE ROAD STE 620
ReturnHeader/Filer/USAddress/CityNm0TOWSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021286
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0842313892
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Poa Accounting Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02229 Riding Crop Way
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Windsor Mill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021244
ReturnHeader/PreparerPersonGrp/PhoneNum04438250729
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Peter Chepkwony
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-17T07:59:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CARLOS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AEDO
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.08$0.65$1.06$1.11$0.05
2024Summary only. Only limited summary data is available for this year.$0.69$0.01$0.69$1.39$0.98$0.41
2023Detailed filing. Detailed filing data is available for this year.$0.46$0.19$0.27$0.99$1.32$0.33
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.05$0.60$1.30$1.13$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.13$0.43$1.05$1.13$0.08
2020Summary only. Only limited summary data is available for this year.$0.54$0.05$0.49$1.10$1.08$0.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.11$0.48$0.95$1.14$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.05$0.66$1.10$1.28$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.18$0.83$1.50$1.16$0.34
2016Detailed filing. Detailed filing data is available for this year.$0.58$0.11$0.47$1.13$1.21$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.61$0.06$0.55$1.43$1.39$0.04
2014Summary only. Only limited summary data is available for this year.$0.58$0.07$0.51$1.22$1.41$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.07$0.50$0.89
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.07$0.64$0.77
2011Summary only. Only limited summary data is available for this year.$0.64$0.02$0.63$0.73$0.58$0.16