Civic Intelligence

Csj Initiatives Inc

990 • Fiscal year 2018 • EIN 47-1224740

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 20, 2018

3430 Rocky River DrCleveland, OH 44111

(216) 251-0303

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.04x

Higher debt load relative to assets than 23% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.09x

Higher debt load relative to revenue than 26% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

81st percentile

$318,294

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

75th percentile

11%

Faster asset growth than 75% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

85th percentile

34%

Faster revenue growth than 85% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Up

$10,104,738

Up $268,850 (+2.7%) from 2015

Net Assets

Up

$9,739,518

Up $168,691 (+1.8%) from 2015

Liabilities

Up

$365,220

Up $100,159 (+38%) from 2015

Revenue

Down

$4,187,287

Down $6,521,892 (-61%) from 2015

Expenses

Up

$3,315,416

Up $2,590,098 (+357%) from 2015

Net Income

Down

$871,871

Down $9,111,990 (-91%) from 2015

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2015: $9,835,888Liabilities 2015: $265,061Net Assets 2015: $9,570,8272015Assets 2018: $10,104,738Liabilities 2018: $365,220Net Assets 2018: $9,739,5182018Assets 2019: $10,200,797Liabilities 2019: $405,116Net Assets 2019: $9,795,6812019Assets 2020: $11,521,682Liabilities 2020: $1,116,028Net Assets 2020: $10,405,6542020Assets 2021: $12,767,685Liabilities 2021: $442,950Net Assets 2021: $12,324,7352021Assets 2022: $11,633,530Liabilities 2022: $373,372Net Assets 2022: $11,260,1582022Assets 2023: $12,546,218Liabilities 2023: $613,017Net Assets 2023: $11,933,2012023Assets 2024: $13,418,034Liabilities 2024: $490,486Net Assets 2024: $12,927,5482024

Highlighted filing

2018

Assets$10,104,738
Liabilities$365,220
Net Assets$9,739,518

Operations Trend

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

$15M$10M$5.0M$0Revenue 2015: $10,709,179Expenses 2015: $725,318Net Income 2015: $9,983,8612015Revenue 2018: $4,187,287Expenses 2018: $3,315,416Net Income 2018: $871,8712018Revenue 2019: $4,346,096Expenses 2019: $4,135,077Net Income 2019: $211,0192019Revenue 2020: $5,240,623Expenses 2020: $4,559,787Net Income 2020: $680,8362020Revenue 2021: $5,673,238Expenses 2021: $4,647,973Net Income 2021: $1,025,2652021Revenue 2022: $5,505,429Expenses 2022: $5,095,741Net Income 2022: $409,6882022Revenue 2023: $5,655,344Expenses 2023: $5,357,625Net Income 2023: $297,7192023Revenue 2024: $6,450,996Expenses 2024: $5,769,115Net Income 2024: $681,8812024

Highlighted filing

2018

Revenue$4,187,287
Expenses$3,315,416
Net Income$871,871
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 20, 2018
Return Version
2017v2.3
Gross Receipts
$4,852,605
Mission and Program Overview

Mission

Csj initiatives reflects the congregation of st. Joseph's commitment to respond to the emerging needs of religious congregations, our neighbors and the world by providing management or ownership of senior care facilities that create vibrant living services. Through the unique lens and culture of religious life, csj initiatives offers expertise in life enriching housing opportunities, compassionate health and wellness care and responsible care for congregational properties.

To offer, establish, provide, oversee and promote facilities, programs and senior care services in support of and furtherance of the tradition, spirituality and charism of the congregation of the sisters of st. Joseph.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$8,768,200$8,934,951▲ $166,751
Cash and Non-Interest-Bearing Accounts$363,640$1,069,442▲ $705,802
Accounts Receivable-$75,737-
Prepaid Expenses and Deferred Charges$5,000$24,608▲ $19,608
Total Assets$9,136,840$10,104,738▲ $967,898
Liabilities
Accounts Payable and Accrued Expenses$287,572$365,220▲ $77,648
Total Liabilities$287,572$365,220▲ $77,648
Net Assets / Fund Balance
Unrestricted Net Assets$8,849,268$9,739,518▲ $890,250
Total Net Assets Fund Balance$8,849,268$9,739,518▲ $890,250
Total Liabilities and Net Assets / Fund Balance$9,136,840$10,104,738▲ $967,898

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$8,934,951--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jerry CarleyFormer CEOFT$278,836$39,458$318,294
William SlaterDirector of FinanceFT$161,572$24,731$186,303
David HaaseDirector of OperationsFT$132,102$27,311$159,413
Doris WagnerChief Nursing OfficerFT$103,791$24,338$128,129
Rachel PrineDirector of Human ResourcesFT$107,911$9,432$117,343

Board Members and Trustees

NameTitle
Christine Parks CsjChair
Rita Ann Teichman CsjVice Chair
Jeannie Masterson CsjBoard Member
Michael QuirkBoard Member
Nancy Conway CsjBoard Member
Pat Bergen CsjBoard Member
Tami SchabBoard Member
MARGUERITE O'BRIEN CSJBoard Member, Interim CEO
Joan Kreyenbuhl CsjSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,497,833
Investment Income
$689,454
Other Revenue
$0
Change in Net Assets
$871,871

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,146,205
Revenue Not Reported on Financial Statements
$41,082
Revenue Not Reported on Form 990
$18,379
Total Revenue per Audited Statements
$4,164,584
Total Revenue per Form 990
$4,187,287
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,967,169
Other Expenses$348,247
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,326,048$769,275-$2,095,323
Current Officers, Directors, Trustees, and Key Employees-$318,849-$318,849
Other Employee Benefits$158,420$76,948-$235,368
Pension Plan Contributions$90,299$69,661-$159,960
Payroll Taxes$94,939$62,730-$157,669
Information Technology-$83,715-$83,715
Advertising-$62,720-$62,720
Travel$16,735$39,009-$55,744
Fees for Service Investment Mgmnt Fees-$41,082-$41,082
Fees for Services Other-$35,848-$35,848
Fees for Services Legal-$21,478-$21,478
Office Expenses$522$15,289-$15,811
Fees for Services Accounting-$10,138-$10,138
Conferences and Meetings$1,112$3,973-$5,085
Other Expenses$1,560$1,259-$1,259
Insurance-$750-$750
Total Functional Expenses$1,691,608$1,623,808$0$3,315,416

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,315,416
Expenses per Audited Statements$3,274,334
Total Expenses per Audited Statements$3,274,334
Expenses Not Reported on Financial Statements$41,082
Expenses Not Reported on Form 990$0
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
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

Csj initiatives, inc. Has a board of directors.

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

Csj initiatives, inc. Has a board of directors that oversees its governance and operations.

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

Csj initiatives, inc. Has a board of directors that oversees its governance and operations.

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

The form 990 is presented to the board of directors for review and approval prior to filing.

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

Each director, principal officer and member of a committee with board delegated powers shall annually sign a statement which affirms that such person: a) has received a copy of the conflicts of interest policy, b) has read and understands the policy, c) has agreed to comply with the policy, d) understands that the organization is a charitable organization and that in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. Periodic reviews are also conducted by the board to ensure that the organization is in compliance with the conflicts of interest policy.

Form 990, Part VI, Section B, Line 15

Compensation is based on market rates in the non-profit industry. Compensation is contingent on the approval of the board members of csj initiatives.

Form 990, Part VI, Section C, Line 19

All official documents are kept at the csj intiatives, inc. Office at 3700 east lincoln, wichita, ks and are available to anyone who makes a request in writing.

Filing and Contact Details

Filer

Filer Name
Csj Initiatives Inc
EIN
47-1224740
Phone
2162510303
Address
3430 ROCKY RIVER DR, CLEVELAND, OH 44111

Signing Officer

Name
SISTER MARGUERITE O'BRIEN
Title
Interim CEO
Phone
2162510303
Signed
2018-12-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
SISTER MARGUERITE O'BRIEN
Formed
2014
Legal Domicile
Wv
Voting Board Members
9
Independent Board Members
8
Employees
31
Volunteers
0

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 organizations oversight or selection process during the year.

Financial Statement Notes

PART X, LINE 2:

Csj initiatives 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. Csj initiatives 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 penalties or interest paid during the year ended june 30, 2018.

Raw XML AppendixShowing 400 of 722 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0287572
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0365220
IRS990/AccountsReceivableGrp/EOYAmt075737
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO OFFER, ESTABLISH, PROVIDE, OVERSEE AND PROMOTE FACILITIES, PROGRAMS AND SENIOR CARE SERVICES IN SUPPORT OF AND FURTHERANCE OF THE TRADITION, SPIRITUALITY AND CHARISM OF THE CONGREGATION OF THE SISTERS OF ST. JOSEPH.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt062720
IRS990/AdvertisingGrp/TotalAmt062720
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WILLIAM SLATER
IRS990/BooksInCareOfDetail/PhoneNum03166894012
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03700 E LINCOLN
IRS990/BooksInCareOfDetail/USAddress/CityNm0WICHITA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KS
IRS990/BooksInCareOfDetail/USAddress/ZIPCd067218
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0363640
IRS990/CashNonInterestBearingGrp/EOYAmt01069442
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0318849
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0318849
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt03973
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01112
IRS990/ConferencesMeetingsGrp/TotalAmt05085
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0689454
IRS990/CYOtherExpensesAmt0348247
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt03497833
IRS990/CYRevenuesLessExpensesAmt0871871
IRS990/CYSalariesCompEmpBnftPaidAmt02967169
IRS990/CYTotalExpensesAmt03315416
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04187287
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0CSJ INITIATIVES WAS CREATED TO ASSIST IN THE MANAGEMENT AND DEVELOPMENT OF INDEPENDENT LIVING, ASSISTED LIVING AND SKILLED NURSING FACILITIES TO ADDRESS THE HEALTH CARE NEEDS OF THE CONGREGATION OF ST. JOSEPH AGING SISTERS AND OTHERS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt031
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010138
IRS990/FeesForServicesAccountingGrp/TotalAmt010138
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt021478
IRS990/FeesForServicesLegalGrp/TotalAmt021478
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt035848
IRS990/FeesForServicesOtherGrp/TotalAmt035848
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt041082
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt041082
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt924731
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1027311
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt119432
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1224338
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1339458
IRS990/Form990PartVIISectionAGrp/PersonNm0NANCY CONWAY CSJ
IRS990/Form990PartVIISectionAGrp/PersonNm1CHRISTINE PARKS CSJ
IRS990/Form990PartVIISectionAGrp/PersonNm2RITA ANN TEICHMAN CSJ
IRS990/Form990PartVIISectionAGrp/PersonNm3JOAN KREYENBUHL CSJ
IRS990/Form990PartVIISectionAGrp/PersonNm4MARGUERITE O'BRIEN CSJ
IRS990/Form990PartVIISectionAGrp/PersonNm5JEANNIE MASTERSON CSJ
IRS990/Form990PartVIISectionAGrp/PersonNm6PAT BERGEN CSJ
IRS990/Form990PartVIISectionAGrp/PersonNm7TAMI SCHAB
IRS990/Form990PartVIISectionAGrp/PersonNm8MICHAEL QUIRK
IRS990/Form990PartVIISectionAGrp/PersonNm9WILLIAM SLATER
IRS990/Form990PartVIISectionAGrp/PersonNm10DAVID HAASE
IRS990/Form990PartVIISectionAGrp/PersonNm11RACHEL PRINE
IRS990/Form990PartVIISectionAGrp/PersonNm12DORIS WAGNER
IRS990/Form990PartVIISectionAGrp/PersonNm13JERRY CARLEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9161572
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10132102
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11107911
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12103791
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13278836
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER, INTERIM CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR OF HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF NURSING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13FORMER CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0460760
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01126078
IRS990/GrossReceiptsAmt04852605
IRS990/GroupExemptionNum00928
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt083715
IRS990/InformationTechnologyGrp/TotalAmt083715
IRS990/InsuranceGrp/ManagementAndGeneralAmt0750
IRS990/InsuranceGrp/TotalAmt0750
IRS990/InvestmentIncomeGrp/ExclusionAmt0228694
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0228694
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt08768200
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt08934951
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WV
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0665318
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CSJ INITIATIVES REFLECTS THE CONGREGATION OF ST. JOSEPH'S COMMITMENT TO RESPOND TO THE EMERGING NEEDS OF RELIGIOUS CONGREGATIONS, OUR NEIGHBORS AND THE WORLD BY PROVIDING MANAGEMENT OR OWNERSHIP OF SENIOR CARE FACILITIES THAT CREATE VIBRANT LIVING SERVICES. THROUGH THE UNIQUE LENS AND CULTURE OF RELIGIOUS LIFE, CSJ INITIATIVES OFFERS EXPERTISE IN LIFE ENRICHING HOUSING OPPORTUNITIES, COMPASSIONATE HEALTH AND WELLNESS CARE AND RESPONSIBLE CARE FOR CONGREGATIONAL PROPERTIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08849268
IRS990/NetAssetsOrFundBalancesEOYAmt09739518
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0460760
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0460760
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt018379
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt015289
IRS990/OfficeExpensesGrp/ProgramServicesAmt0522
IRS990/OfficeExpensesGrp/TotalAmt015811
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt076948
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0158420
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0235368
IRS990/OtherExpensesGrp/Desc0TELEPHONE
IRS990/OtherExpensesGrp/Desc1MEALS
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3MEMBERSHIPS AND DUES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03691
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13476
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23917
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31259
IRS990/OtherExpensesGrp/ProgramServicesAmt01973
IRS990/OtherExpensesGrp/ProgramServicesAmt11560
IRS990/OtherExpensesGrp/TotalAmt05664
IRS990/OtherExpensesGrp/TotalAmt15036
IRS990/OtherExpensesGrp/TotalAmt23917
IRS990/OtherExpensesGrp/TotalAmt31259
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0769275
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01326048
IRS990/OtherSalariesAndWagesGrp/TotalAmt02095323
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt062730
IRS990/PayrollTaxesGrp/ProgramServicesAmt094939
IRS990/PayrollTaxesGrp/TotalAmt0157669
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt069661
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt090299
IRS990/PensionPlanContributionsGrp/TotalAmt0159960
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt024608
IRS990/PrincipalOfficerNm0SISTER MARGUERITE O'BRIEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541610
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03497833
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03497833
IRS990/ProgSrvcAccomActy2Grp/Desc0CSJ INITIATIVES OWNS OR MANAGES EIGHT CENTERS LOCATED IN SIX STATES. BY PROVIDING EXPERTISE IN CARING FOR THE ELDERS, CSJ INITIATIVES HAS ESTABLISHED A DYNAMIC MODEL OF LIFE GIVING CARE FOR THOSE RESIDING IN A CENTER.
IRS990/ProgSrvcAccomActy3Grp/Desc0CSJ INITIATIVES PROVIDES SERVICES TO THOSE THAT ARE STRATEGICALLY PLANNING FOR THEIR FUTURE. IN A MANNER THAT HONORS THE CULTURE OF THOSE WE SERVE, CSJ INITIATIVES ENABLES THE CONGREGATION OF ST. JOSEPH TO PRESERVE AND EXTEND MINISTRY TO OTHERS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01691608
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt03497833
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0296011
IRS990/PYOtherExpensesAmt0272462
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02830618
IRS990/PYRevenuesLessExpensesAmt0248795
IRS990/PYSalariesCompEmpBnftPaidAmt02605372
IRS990/PYTotalExpensesAmt02877834
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03126629
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0871871
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0830481134
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CONGREGATION OF THE SISTERS OF ST JOSEPH INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt041082
IRS990ScheduleD/ExpensesSubtotalAmt03274334
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt041082
IRS990ScheduleD/InvestmentExpensesNotIncldAmt041082
IRS990ScheduleD/NetUnrealizedGainsInvstAmt018379
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt08934951
IRS990ScheduleD/OtherSecuritiesGrp/Desc0POOLED INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt018379
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt041082
IRS990ScheduleD/RevenueSubtotalAmt04146205
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CSJ INITIATIVES 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. CSJ INITIATIVES 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 PENALTIES OR INTEREST PAID DURING THE YEAR ENDED JUNE 30, 2018.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt08934951
IRS990ScheduleD/TotalExpensesPerForm990Amt03315416
IRS990ScheduleD/TotalRevenuePerForm990Amt04187287
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04164584
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03274334
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0161572
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1132102
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2278836
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt012068
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt19855
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt219191
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt012663
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt117456
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt220267
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings