Civic Intelligence

Mt. St. Joseph Association

990 • Fiscal year 2019 • EIN 51-0154138

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

924 Greenfield CTMount Prospect, IL 60056

(630) 728-1734

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

78th percentile

21%

Faster asset growth than 78% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2019

Revenue Growth

17th percentile

-18%

Faster revenue growth than 17% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2019

Assets

Up

$535,411

Up $172,398 (+47%) from 2017

Net Assets

Up

$535,411

Up $172,398 (+47%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$184,695

Down $91,473 (-33%) from 2017

Expenses

Down

$138,485

Down $71,412 (-34%) from 2017

Net Income

Down

$46,210

Down $20,061 (-30%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $163,464Liabilities 2010: $0Net Assets 2010: $163,4642010Assets 2011: $214,953Liabilities 2011: $0Net Assets 2011: $214,9532011Assets 2012: $231,566Liabilities 2012: $0Net Assets 2012: $231,5662012Assets 2013: $219,488Liabilities 2013: $0Net Assets 2013: $219,4882013Assets 2014: $234,770Liabilities 2014: $0Net Assets 2014: $234,7702014Assets 2015: $250,474Liabilities 2015: $0Net Assets 2015: $250,4742015Assets 2016: $295,138Liabilities 2016: $0Net Assets 2016: $295,1382016Assets 2017: $363,013Liabilities 2017: $0Net Assets 2017: $363,0132017Assets 2019: $535,411Liabilities 2019: $0Net Assets 2019: $535,4112019Assets 2020: $482,581Liabilities 2020: $0Net Assets 2020: $482,5812020Assets 2021: $433,226Liabilities 2021: $0Net Assets 2021: $433,2262021Assets 2022: $489,146Liabilities 2022: $0Net Assets 2022: $489,1462022Assets 2023: $474,756Liabilities 2023: $0Net Assets 2023: $474,7562023Assets 2024: $320,472Liabilities 2024: $0Net Assets 2024: $320,4722024

Highlighted filing

2019

Assets$535,411
Liabilities$0
Net Assets$535,411

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $392,2422010Expenses 2011: $105,1232011Expenses 2012: $194,2772012Revenue 2013: $196,782Expenses 2013: $208,860Net Income 2013: -$12,0782013Revenue 2014: $273,170Expenses 2014: $273,062Net Income 2014: $1082014Revenue 2015: $245,507Expenses 2015: $256,935Net Income 2015: -$11,4282015Revenue 2016: $180,309Expenses 2016: $208,980Net Income 2016: -$28,6712016Revenue 2017: $276,168Expenses 2017: $209,897Net Income 2017: $66,2712017Revenue 2019: $184,695Expenses 2019: $138,485Net Income 2019: $46,2102019Revenue 2020: $226,017Expenses 2020: $278,847Net Income 2020: -$52,8302020Revenue 2021: $174,975Expenses 2021: $224,330Net Income 2021: -$49,3552021Revenue 2022: $222,586Expenses 2022: $166,666Net Income 2022: $55,9202022Revenue 2023: $241,484Expenses 2023: $255,875Net Income 2023: -$14,3912023Revenue 2024: $275,388Expenses 2024: $429,672Net Income 2024: -$154,2842024

Highlighted filing

2019

Revenue$184,695
Expenses$138,485
Net Income$46,210
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$243,149
Mission and Program Overview

Mission

To promote the well being of

Raise funds for critical needs that are beyond the scope of the mount st. Joseph operating budget

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$411,394$457,604▲ $46,210
Savings and Temporary Cash Investments$77,807$77,807→ $0
Total Assets$489,201$535,411▲ $46,210
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$489,201$535,411▲ $46,210
Total Net Assets Fund Balance$489,201$535,411▲ $46,210
Total Liabilities and Net Assets / Fund Balance$489,201$535,411▲ $46,210
Compensation and Service Providers

Board Members and Trustees

NameTitle
Camille BaranchikEvents Committee Chair
Arnold BaranchikPresident
Rita LavelleVice President
Julie VowinkelEvents Committee
Al RitterFundraising Committee
Florian ZydorowiczFundraising Committee
Rita RaggiFundraising Committee
Steve AnachiniFundraising Committee
Steve FraineyFundraising Committee
Kevin JoyceFundraising Committee Chai
Ann PetersenPublic Relations Committee
Cathy WalshPublic Relations Committee
Lisa LieszPublic Relations Committee
Dominick ClarizioTreasurer
Marion TimminsVolunteer Committee
Scott VowinkelVolunteer Committee and Me
Revenue and Support

Revenue Composition

Contributions and Grants
$184,465
Program Service Revenue
$0
Investment Income
$230
Other Revenue
$0
All Other Contributions
$97,102
Change in Net Assets
$46,210
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$102,752
Grants and Similar Amounts Paid$35,733
Total Fundraising Expense$7,349
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$35,733--$35,733
Advertising-$518$5,959$6,477
Information Technology-$1,531-$1,531
Fees for Services Other--$1,390$1,390
Fees for Services Accounting-$625-$625
Office Expenses-$448-$448
Other Expenses$37,357$165-$165
Total Functional Expenses$127,849$3,287$7,349$138,485
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mt St Joseph HomeLake Zurich, IL-General Support$35,733
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$58,454
Fundraising Gross Income$58,454
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$47,853$16,667$16,667$0
Autumn Leaves Banquet$49,133$16,322$16,322$0
Total Events$145,817$58,454$58,454$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
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

There are family members on the board

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

The return is provided to the board in advance of filing.

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

Officers are questioned about other activities

Form 990, Part VI, Section B, Line 15

THERE IS NO COMPENSATION

Form 990, Part VI, Section C, Line 18

990 is available upon request

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Mt St Joseph Association
EIN
51-0154138
Phone
6307281734
Address
924 GREENFIELD CT, MOUNT PROSPECT, IL 60056

Signing Officer

Name
Dominick Clarizio
Title
Treasurer
Phone
6307281734
Signed
2020-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Arnold Baranchik
Formed
1974
Legal Domicile
Il
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
54

Preparer

Firm
Tighe Kress & Orr Pc
Address
2001 LARKIN AVENUE SUITE 202, ELGIN, IL 60123
Preparer
Vicki M Michalski CPA
Phone
8476952700
Raw XML AppendixShowing 400 of 435 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/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE PRESIDENT
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IRS990/PrincipalOfficerNm0ARNOLD BARANCHIK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0BECAUSE MOUNT ST. JOSEPH WAS BUILT IN 1935, ONGOING ASSISTANCE IS NEEDED TO MODERNIZE AGING INFRASTRUCTURE. THESE PROJECTS ARE BEYOND THE SCOPE OF THE FACILITY'S OPERATING BUDGET. IN RECENT YEARS, MOUNT ST. JOSEPH ASSOCIATION HAS FUNDED WINDOWS, FIXTURES, MAJOR APPLIANCES, BEDROOM FURNITURE, A TELEPHONE AND WI-FI SYSTEM, AND AN LED SIGN AT THE MAIN ENTRANCE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0284756
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt034292
IRS990/PYInvestmentIncomeAmt0414
IRS990/PYOtherExpensesAmt0124690
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0126188
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0158982
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0285170
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt046210
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt077807
IRS990/SavingsAndTempCashInvstGrp/EOYAmt077807
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0242919
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0324911
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0252651
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0180261
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0245393
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01246135
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0230
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0414
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt030
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt048
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0114
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0836
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99930
IRS990ScheduleA/PublicSupportPY170Pct00.99940
IRS990ScheduleA/PublicSupportTotal170Amt01246135
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0242919
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0324911
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0252651
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0180261
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0245393
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01246135
IRS990ScheduleA/TotalSupportAmt01246971
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt087363
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt032811
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt031186
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt023366
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt058454
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUTUMN LEAVES BANQUET
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt049133
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt047853
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt048831
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0145817
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016322
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016667
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt025465
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt058454
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt025465
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt058454
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016322
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt016667
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt035733
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MT ST JOSEPH HOME
IRS990ScheduleI/RecipientTable/RecipientEIN0510154138
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt024955 N US HIGHWAY 12
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LAKE ZURICH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060047
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE FAMILY MEMBERS ON THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN IS PROVIDED TO THE BOARD IN ADVANCE OF FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICERS ARE QUESTIONED ABOUT OTHER ACTIVITIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE IS NO COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4990 IS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0489201
IRS990/TotalAssetsEOYAmt0535411
IRS990/TotalAssetsGrp/BOYAmt0489201
IRS990/TotalAssetsGrp/EOYAmt0535411
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0184465
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt07349
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03287
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0127849
IRS990/TotalFunctionalExpensesGrp/TotalAmt0138485
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0489201
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0535411
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0127849
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0230
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0184695
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt054
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0489201
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0535411
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0924 GREENFIELD CT
IRS990/USAddress/CityNm0MOUNT PROSPECT
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060056
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt016
IRS990/WebsiteAddressTxt0MTSTJA.COM/
IRS990/WhistleblowerPolicyInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.20$0.00$3.20$2.75$4.30$1.54
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.75$0.00$4.75$2.41$2.56$0.14
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.89$0.00$4.89$2.23$1.67$0.56
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$0.00$4.33$1.75$2.24$0.49
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.83$0.00$4.83$2.26$2.79$0.53
2019Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$1.85$1.38$0.46
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$0.00$3.63$2.76$2.10$0.66
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.00$2.95$1.80$2.09$0.29
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$2.46$2.57$0.11
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$2.73$2.73$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$1.97$2.09$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.00$2.32$1.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.00$2.15$1.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.00$1.63$3.92