Civic Intelligence

Taller De Jose

990 • Fiscal year 2017 • EIN 27-2966284

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 26, 2017

2831 W 24 BlvdChicago, IL 60623

(773) 542-1019

Siviq Scores

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

Liabilities / Assets

86th percentile

0.32x

Higher debt load relative to assets than 86% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

0.20x

Higher debt load relative to revenue than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

16th percentile

-19%

Higher net margin than 16% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

91st percentile

$45,357

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 16.2% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

$174,041

No earlier filing loaded for comparison.

Net Assets

$119,121

No earlier filing loaded for comparison.

Liabilities

$54,920

No earlier filing loaded for comparison.

Revenue

$279,164

No earlier filing loaded for comparison.

Expenses

$333,178

No earlier filing loaded for comparison.

Net Income

-$54,014

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2017: $174,041Liabilities 2017: $54,920Net Assets 2017: $119,1212017Assets 2018: $142,346Liabilities 2018: $38,964Net Assets 2018: $103,3822018Assets 2019: $171,069Liabilities 2019: $50,798Net Assets 2019: $120,2712019Assets 2020: $244,078Liabilities 2020: $121,694Net Assets 2020: $122,3842020Assets 2021: $235,290Liabilities 2021: $56,601Net Assets 2021: $178,6892021Assets 2022: $304,033Liabilities 2022: $32,414Net Assets 2022: $271,6192022Assets 2023: $393,013Liabilities 2023: $35,868Net Assets 2023: $357,1452023Assets 2024: $326,497Liabilities 2024: $46,144Net Assets 2024: $280,3532024Assets 2025: $345,198Liabilities 2025: $121,221Net Assets 2025: $223,9772025

Highlighted filing

2017

Assets$174,041
Liabilities$54,920
Net Assets$119,121

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2017: $279,164Expenses 2017: $333,178Net Income 2017: -$54,0142017Revenue 2018: $344,492Expenses 2018: $356,750Net Income 2018: -$12,2582018Revenue 2019: $382,412Expenses 2019: $365,417Net Income 2019: $16,9952019Revenue 2020: $448,240Expenses 2020: $441,341Net Income 2020: $6,8992020Revenue 2021: $552,247Expenses 2021: $512,691Net Income 2021: $39,5562021Revenue 2022: $592,314Expenses 2022: $477,296Net Income 2022: $115,0182022Revenue 2023: $738,214Expenses 2023: $665,935Net Income 2023: $72,2792023Revenue 2024: $582,355Expenses 2024: $669,937Net Income 2024: -$87,5822024Revenue 2025: $522,906Expenses 2025: $589,662Net Income 2025: -$66,7562025

Highlighted filing

2017

Revenue$279,164
Expenses$333,178
Net Income-$54,014
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 26, 2017
Return Version
2016v3.0
Gross Receipts
$289,340
Mission and Program Overview

Mission

Taller de jose accompanies individuals, serving as a bridge to connect them to the health, legal, and social services needed to achieve their goals. As a sponsored ministry of the congregation of st. Joseph, we create more connected communities

Offers accompaniment to people in need; connecting people to services and services to people.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$124,057$127,702▲ $3,645
Cash and Non-Interest-Bearing Accounts$66,986$39,877▼ $27,109
Accounts Receivable-$3,500-
Land, Buildings, and Equipment, Net$5,500$2,962▼ $2,538
Total Assets$196,543$174,041▼ $22,502
Liabilities
Accounts Payable and Accrued Expenses$23,408$54,920▲ $31,512
Total Liabilities$23,408$54,920▲ $31,512
Net Assets / Fund Balance
Unrestricted Net Assets$163,135$115,121▼ $48,014
Temporarily Rstr Net Assets$10,000$4,000▼ $6,000
Total Net Assets Fund Balance$173,135$119,121▼ $54,014
Total Liabilities and Net Assets / Fund Balance$196,543$174,041▼ $22,502

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$2,962$7,193$10,155
Other Securities$127,702--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Anna MayerExecutive DirectorFT$45,357$45,357

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$242,194
Program Service Revenue
$0
Investment Income
$3,645
Other Revenue
$33,325
All Other Contributions
$172,194
Change in Net Assets
$-54,014
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$333,178
Total Fundraising Expense$35,252
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$15,569$2,869$2,829$21,267
All Other Expenses$10,670$1,085$5,554$17,309
Information Technology$2,202$2,202$2,203$6,607
Other Expenses$1,950$1,950$1,951$5,851
Office Expenses$1,437$1,473$1,387$4,297
Fees for Services Accounting$1,367$1,367$1,366$4,100
Depreciation Depletion$1,859$342$338$2,539
Fees for Services Other$1,474$197$114$1,785
Insurance$654$120$119$893
Total Functional Expenses$255,022$42,904$35,252$333,178
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$43,501
Fundraising Direct Expenses$10,176
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
BUILDER'S DAY$35,953$35,953$4,256$31,697
Marathon$4,752$4,752$691$4,061
Total Events$43,501$43,501$10,176$33,325
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
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

Form 990, Part VI, Section A, Line 6

The member of the taller de jose organization is the congregation of the sisters of st. Joseph ministries.

Form 990, Part VI, Section A, Line 7A

The congregation of the sisters of st. Joseph ministries has the power to appoint members to the governing body.

Form 990, Part VI, Section A, Line 7B

Decisions made by the governing body are subject to approval by the congregation of the sisters of st. Joseph ministries.

Form 990, Part VI, Section B, Line 11B

The board of directors reviews the 990 prior to its submission.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy is reviewed annually.

Form 990, Part VI, Section B, Line 15A

The executive director's salary is approved by the board of directors.

Form 990, Part VI, Section C, Line 19

The organizations's governing documents, conflict of interest policy and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Taller De Jose
EIN
27-2966284
Phone
7735421019
Address
2831 W 24 BLVD, CHICAGO, IL 60623

Signing Officer

Name
Anna Mayer
Title
Executive Director
Phone
7735421019
Signed
2017-10-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anna Mayer
Formed
2010
Legal Domicile
Il
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Kerber Eck & Braeckel Llp
Address
3200 ROBBINS RD STE 200A, SPRINGFIELD, IL 62704
Preparer
Kathleen O Ward
Phone
2177890960
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

There have been no changes to the process.

Financial Statement Notes

PART X, LINE 2:

The organization has recognized in the financial statements the effects of all tax positions and continually evaluates expiring statutes of limitations, audits, changes in tax law and new authoritative rulings. The organization is not aware of any circumstances or events that make it reasonably possible that unrecognized tax benefits may increase or decrease within 12 months of the statement of financial position date. Penalties and interest assessed by taxing authorities are included in expenses, if applicable. There were no interest or penalties paid during the years ended june 30, 2017 and 2016.

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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0324975
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-54014
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt070000
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0242194
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0283957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0245037
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0197955
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0369048
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01338191
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03645
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04506
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07092
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt09321
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt024564
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03645
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04506
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07092
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt09321
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt024564
IRS990ScheduleA/InvestmentIncomeCYPct00.01590
IRS990ScheduleA/InvestmentIncomePYPct00.01430
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt033325
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt040986
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt038981
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt041540
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt030507
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0185339
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.86440
IRS990ScheduleA/PublicSupportPY509Pct00.88210
IRS990ScheduleA/PublicSupportTotal509Amt01338191
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0242194
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0283957
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0245037
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0197955
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0369048
IRS990ScheduleA/Total509Grp/TotalAmt01338191
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0279164
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0329449
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0291110
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0248816
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0399555
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01548094
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt02962
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt07193
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt010155
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0127702
IRS990ScheduleD/OtherSecuritiesGrp/Desc0POOLED INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS RECOGNIZED IN THE FINANCIAL STATEMENTS THE EFFECTS OF ALL TAX POSITIONS AND CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. THE ORGANIZATION IS NOT AWARE OF ANY CIRCUMSTANCES OR EVENTS THAT MAKE IT REASONABLY POSSIBLE THAT UNRECOGNIZED TAX BENEFITS MAY INCREASE OR DECREASE WITHIN 12 MONTHS OF THE STATEMENT OF FINANCIAL POSITION DATE. PENALTIES AND INTEREST ASSESSED BY TAXING AUTHORITIES ARE INCLUDED IN EXPENSES, IF APPLICABLE. THERE WERE NO INTEREST OR PENALTIES PAID DURING THE YEARS ENDED JUNE 30, 2017 AND 2016.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02962
IRS990ScheduleD/TotalBookValueSecuritiesAmt0127702
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010176
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BUILDER'S DAY
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MARATHON
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04500
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035953
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt04752
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt02796
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043501
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035953
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04752
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt02796
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043501
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt033325
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0729
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05676
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04256
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0691
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBER OF THE TALLER DE JOSE ORGANIZATION IS THE CONGREGATION OF THE SISTERS OF ST. JOSEPH MINISTRIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONGREGATION OF THE SISTERS OF ST. JOSEPH MINISTRIES HAS THE POWER TO APPOINT MEMBERS TO THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECISIONS MADE BY THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE CONGREGATION OF THE SISTERS OF ST. JOSEPH MINISTRIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS REVIEWS THE 990 PRIOR TO ITS SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE EXECUTIVE DIRECTOR'S SALARY IS APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATIONS'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THERE HAVE BEEN NO CHANGES TO THE PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0CONGREGATION OF THE SISTERS OF ST JOSEPH INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1CONGREGATION OF THE SISTERS OF ST JOSEPH INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SISTERS OF ST JOSEPH OF LAGRANGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CONGREGATION OF THE SISTERS OF ST JOSEPH MINISTRIES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0362167825
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1800197684
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)

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