Civic Intelligence

Csj Initiatives Inc

990 • Fiscal year 2020 • EIN 47-1224740

Jul 01, 2019 to Jun 30, 2020 • Filed on May 10, 2021

Organization ProfileWWW.CSJINITIATIVES.ORG
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

35th percentile

0.10x

Higher debt load relative to assets than 35% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

41st percentile

0.21x

Higher debt load relative to revenue than 41% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

79th percentile

$303,452

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

65th percentile

13%

Faster asset growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

78th percentile

21%

Faster revenue growth than 78% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$11,521,682

Up $1,320,885 (+13%) from 2019

Net Assets

Up

$10,405,654

Up $609,973 (+6.2%) from 2019

Liabilities

Up

$1,116,028

Up $710,912 (+175%) from 2019

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin68th percentile

Revenue

Up

$5,240,623

Up $894,527 (+21%) from 2019

Expenses

Up

$4,559,787

Up $424,710 (+10%) from 2019

Net Income

Up

$680,836

Up $469,817 (+223%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

2020

Assets$11,521,682
Liabilities$1,116,028
Net Assets$10,405,654
Open 2020 Filing

Operations Trend

Revenue Growth78th percentile

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

2020

Revenue$5,240,623
Expenses$4,559,787
Net Income$680,836
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 10, 2021
Return Version
2019v5.2
Gross Receipts
$5,267,741
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$6,135,106$6,423,770▲ $288,664
Other Notes and Loans Receivable, Net$3,094,807$2,715,536▼ $379,271
Accounts Receivable$575,848$1,255,711▲ $679,863
Cash and Non-Interest-Bearing Accounts$353,122$1,065,190▲ $712,068
Prepaid Expenses and Deferred Charges$41,914$61,475▲ $19,561
Total Assets$10,200,797$11,521,682▲ $1,320,885
Liabilities
Unsecured Notes Loans Payable-$651,100-
Accounts Payable and Accrued Expenses$405,116$464,928▲ $59,812
Total Liabilities$405,116$1,116,028▲ $710,912
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,795,681$10,405,654▲ $609,973
Total Net Assets Fund Balance$9,795,681$10,405,654▲ $609,973
Total Liabilities and Net Assets / Fund Balance$10,200,797$11,521,682▲ $1,320,885

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$6,423,770--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Denise GannonPresident/CEOFT$265,574$37,878$303,452
William SlaterChief Financial OfficerFT$175,608$28,989$204,597
David HaaseDirector of Regional OperaFT$143,060$41,203$184,263
David BiseDirector of Regional OperaFT$126,307$44,538$170,845
Doris WagnerChief Nursing OfficerFT$113,887$37,209$151,096
Rachel PrineChief Human Resources OffiFT$117,424$11,889$129,313

Board Members and Trustees

NameTitle
Marie Hogan CsjChair
Christine Parks CsjBoard Member
Colleen ConwayBoard Member
John HannigBoard Member
Kathleen Brazda CsjBoard Member
Mark CassinoBoard Member
Nancy Conway CsjBoard Member
Sara Aldridge OsfBoard Member
Michael QuirkSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,684,995
Investment Income
$555,628
Other Revenue
$0
Change in Net Assets
$680,836

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,215,080
Revenue Not Reported on Financial Statements
$25,543
Revenue Not Reported on Form 990
$-70,863
Total Revenue per Audited Statements
$5,144,217
Total Revenue per Form 990
$5,240,623
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,112,618
Other Expenses$447,169
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,869,524$911,479-$2,781,003
Other Employee Benefits$271,285$175,163-$446,448
Current Officers, Directors, Trustees, and Key Employees-$441,182-$441,182
Pension Plan Contributions$133,030$92,085-$225,115
Payroll Taxes$135,229$83,641-$218,870
Information Technology-$120,516-$120,516
Travel$49,496$47,266-$96,762
Fees for Services Other-$83,920-$83,920
Office Expenses$8,845$19,843-$28,688
Fees for Service Investment Mgmnt Fees-$25,543-$25,543
Fees for Services Accounting-$11,473-$11,473
Conferences and Meetings$3,534$6,624-$10,158
Other Expenses$2,129$2,208-$4,337
Fees for Services Legal-$3,133-$3,133
All Other Expenses-$1,983-$1,983
Advertising-$1,328-$1,328
Insurance-$1,136-$1,136
Total Functional Expenses$2,478,361$2,081,426$0$4,559,787

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,559,787
Expenses per Audited Statements$4,534,244
Total Expenses per Audited Statements$4,534,244
Expenses Not Reported on Financial Statements$25,543
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 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
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
Denise Gannon
Title
President/CEO
Phone
2162510303
Signed
2021-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Denise Gannon
Formed
2014
Legal Domicile
Wv
Voting Board Members
10
Independent Board Members
9
Employees
49
Volunteers
0

Preparer

Firm
Kerber Eck & Braeckel Llp
Address
3200 ROBBINS ROAD 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, 2020.”

Raw XML AppendixShowing 400 of 798 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.

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IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0120516
IRS990/InformationTechnologyGrp/TotalAmt0120516
IRS990/InsuranceGrp/ManagementAndGeneralAmt01136
IRS990/InsuranceGrp/TotalAmt01136
IRS990/InvestmentIncomeGrp/ExclusionAmt0289026
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0289026
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt06135106
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt06423770
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WV
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt027118
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/NetAssetsOrFundBalancesBOYAmt09795681
IRS990/NetAssetsOrFundBalancesEOYAmt010405654
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0266602
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0266602
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-70863
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt09795681
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010405654
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt019843
IRS990/OfficeExpensesGrp/ProgramServicesAmt08845
IRS990/OfficeExpensesGrp/TotalAmt028688
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0175163
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0271285
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0446448
IRS990/OtherExpensesGrp/Desc0RENT
IRS990/OtherExpensesGrp/Desc1MEALS
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt040385
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16391
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt26127
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32208
IRS990/OtherExpensesGrp/ProgramServicesAmt05112
IRS990/OtherExpensesGrp/ProgramServicesAmt1177
IRS990/OtherExpensesGrp/ProgramServicesAmt22129
IRS990/OtherExpensesGrp/TotalAmt040385
IRS990/OtherExpensesGrp/TotalAmt111503
IRS990/OtherExpensesGrp/TotalAmt26304
IRS990/OtherExpensesGrp/TotalAmt34337
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0911479
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01869524
IRS990/OtherSalariesAndWagesGrp/TotalAmt02781003
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt03094807
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt02715536
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt083641
IRS990/PayrollTaxesGrp/ProgramServicesAmt0135229
IRS990/PayrollTaxesGrp/TotalAmt0218870
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt092085
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0133030
IRS990/PensionPlanContributionsGrp/TotalAmt0225115
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt041914
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt061475
IRS990/PrincipalOfficerNm0DENISE GANNON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541610
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04684995
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04684995
IRS990/ProgSrvcAccomActy2Grp/Desc0CSJ INITIATIVES OWNS OR MANAGES SEVEN 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/ProgSrvcAccomActy2Grp/ExpenseAmt01829129
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt03457713
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/ExpenseAmt0649232
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01227282
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0427101
IRS990/PYOtherExpensesAmt0491648
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03918995
IRS990/PYRevenuesLessExpensesAmt0211019
IRS990/PYSalariesCompEmpBnftPaidAmt03643429
IRS990/PYTotalExpensesAmt04135077
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04346096
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0680836
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/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUSTEES OF THE SUPPORTED ORGANIZATION ARE MEMBERS OF THE ORGANIZATION AND HAVE RESERVE POWERS IN THE ORGANIZATION'S GOVERNANCE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION C, LINE 1
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd00
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/ExpensesNotRptFinclStmtAmt025543
IRS990ScheduleD/ExpensesSubtotalAmt04534244
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt025543
IRS990ScheduleD/InvestmentExpensesNotIncldAmt025543
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-70863
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt06423770
IRS990ScheduleD/OtherSecuritiesGrp/Desc0POOLED INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0-70863
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt025543
IRS990ScheduleD/RevenueSubtotalAmt05215080
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, 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt06423770
IRS990ScheduleD/TotalExpensesPerForm990Amt04559787
IRS990ScheduleD/TotalRevenuePerForm990Amt05240623
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05144217
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04534244
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/BaseCompensationFilingOrgAmt0265574
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1175608
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2143060
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3126307
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4113887
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,521,682
Liabilities
$1,116,028
Net assets
$10,405,654
Revenue
$5,240,623
Expenses
$4,559,787
Net income
$680,836
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$0.49$12.9$6.45$5.77$0.68
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$0.61$11.9$5.66$5.36$0.30
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.6$0.37$11.3$5.51$5.10$0.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$0.44$12.3$5.67$4.65$1.03
2020Detailed filing. Detailed filing data is available for this year.$11.5$1.12$10.4$5.24$4.56$0.68
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$0.41$9.80$4.35$4.14$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.37$9.74$4.19$3.32$0.87
2015Detailed filing. Detailed filing data is available for this year.$9.84$0.27$9.57$10.7$0.73$9.98