Civic Intelligence

Sisters of St Joseph Charitable

EIN 55-0751850 • 501(c)3 • Parkersburg, WV

Profile

To support the benevolent, charitable, scientific, religious, and educational activities of public charitable corporations. To perform, foster and support acts of christian charity among the sick, ailing and needy, and to provide resources for the restoration of health and the prevention of disease.

PO Box 4440Parkersburg, WV 26104

www.sistershealthfdn.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

16th percentile

0.02x

Higher debt load relative to assets than 16% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

40th percentile

0.19x

Higher debt load relative to revenue than 40% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

76th percentile

21%

Higher net margin than 76% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

17th percentile

$134,559

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

44th percentile

3.6%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

70th percentile

19%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Assets

Up

$25,786,257

Up $895,710 (+3.6%) from 2024

Liabilities

Down

$407,939

Down $348,713 (-46%) from 2024

Net Assets

Up

$25,378,318

Up $1,244,423 (+5.2%) from 2024

Revenue

Up

$2,116,210

Up $339,144 (+19%) from 2024

Expenses

Down

$1,672,011

Down $308,284 (-16%) from 2024

Net Income

Up

$444,199

Up $647,428 (+319%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2012: $22,300,881Liabilities 2012: $57,477Net Assets 2012: $22,243,4042012Assets 2013: $23,491,385Liabilities 2013: $74,737Net Assets 2013: $23,416,6482013Assets 2014: $25,904,511Liabilities 2014: $119,042Net Assets 2014: $25,785,4692014Assets 2015: $25,124,772Liabilities 2015: $186,725Net Assets 2015: $24,938,0472015Assets 2016: $23,533,358Liabilities 2016: $258,852Net Assets 2016: $23,274,5062016Assets 2017: $24,442,274Liabilities 2017: $254,120Net Assets 2017: $24,188,1542017Assets 2018: $24,807,916Liabilities 2018: $163,869Net Assets 2018: $24,644,0472018Assets 2019: $24,893,705Liabilities 2019: $246,668Net Assets 2019: $24,647,0372019Assets 2020: $24,722,215Liabilities 2020: $492,678Net Assets 2020: $24,229,5372020Assets 2021: $29,254,970Liabilities 2021: $379,051Net Assets 2021: $28,875,9192021Assets 2022: $23,615,613Liabilities 2022: $596,187Net Assets 2022: $23,019,4262022Assets 2023: $23,858,300Liabilities 2023: $450,238Net Assets 2023: $23,408,0622023Assets 2024: $24,890,547Liabilities 2024: $756,652Net Assets 2024: $24,133,8952024Assets 2025: $25,786,257Liabilities 2025: $407,939Net Assets 2025: $25,378,3182025

Highlighted filing

2025

Assets$25,786,257
Liabilities$407,939
Net Assets$25,378,318

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2012: $1,102,7842012Expenses 2013: $1,235,7572013Revenue 2014: $2,173,254Expenses 2014: $1,224,302Net Income 2014: $948,9522014Revenue 2015: $1,858,902Expenses 2015: $1,419,321Net Income 2015: $439,5812015Revenue 2016: $758,938Expenses 2016: $1,339,105Net Income 2016: -$580,1672016Revenue 2017: $659,069Expenses 2017: $1,707,687Net Income 2017: -$1,048,6182017Revenue 2018: $2,356,896Expenses 2018: $1,511,699Net Income 2018: $845,1972018Revenue 2019: $1,252,828Expenses 2019: $1,466,000Net Income 2019: -$213,1722019Revenue 2020: $1,673,296Expenses 2020: $1,764,200Net Income 2020: -$90,9042020Revenue 2021: $2,883,843Expenses 2021: $1,598,922Net Income 2021: $1,284,9212021Revenue 2022: $1,332,585Expenses 2022: $1,772,610Net Income 2022: -$440,0252022Revenue 2023: $865,733Expenses 2023: $1,794,218Net Income 2023: -$928,4852023Revenue 2024: $1,777,066Expenses 2024: $1,980,295Net Income 2024: -$203,2292024Revenue 2025: $2,116,210Expenses 2025: $1,672,011Net Income 2025: $444,1992025

Highlighted filing

2025

Revenue$2,116,210
Expenses$1,672,011
Net Income$444,199

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.8$0.41$25.4$2.12$1.67$0.44
2024Detailed filing. Detailed filing data is available for this year.$24.9$0.76$24.1$1.78$1.98$0.20
2023Detailed filing. Detailed filing data is available for this year.$23.9$0.45$23.4$0.87$1.79$0.93
2022Detailed filing. Detailed filing data is available for this year.$23.6$0.60$23.0$1.33$1.77$0.44
2021Detailed filing. Detailed filing data is available for this year.$29.3$0.38$28.9$2.88$1.60$1.28
2020Detailed filing. Detailed filing data is available for this year.$24.7$0.49$24.2$1.67$1.76$0.09
2019Detailed filing. Detailed filing data is available for this year.$24.9$0.25$24.6$1.25$1.47$0.21
2018Detailed filing. Detailed filing data is available for this year.$24.8$0.16$24.6$2.36$1.51$0.85
2017Detailed filing. Detailed filing data is available for this year.$24.4$0.25$24.2$0.66$1.71$1.05
2016Detailed filing. Detailed filing data is available for this year.$23.5$0.26$23.3$0.76$1.34$0.58
2015Detailed filing. Detailed filing data is available for this year.$25.1$0.19$24.9$1.86$1.42$0.44
2014Detailed filing. Detailed filing data is available for this year.$25.9$0.12$25.8$2.17$1.22$0.95
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.5$0.07$23.4$1.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.3$0.06$22.2$1.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 9, 2025
Return Version
2024v5.2
Gross Receipts
$2,116,210
Mission and Program Overview

Mission

To support the benevolent, charitable, scientific, religious and educational activities of public charitable corporations. To perform, foster and support acts of christian charity amoung the sick, ailing and needy and to provide resources for the restoration of health and the prevention of disease.

To support the benevolent, charitable, scientific, religious, and educational activities of public charitable corporations. To perform, foster and support acts of christian charity among the sick, ailing and needy, and to provide resources for the restoration of health and the prevention of disease.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$24,616,279$25,550,498▲ $934,219
Cash and Non-Interest-Bearing Accounts$274,268$235,759▼ $38,509
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$24,890,547$25,786,257▲ $895,710
Liabilities
Accounts Payable and Accrued Expenses$756,652$407,939▼ $348,713
Total Liabilities$756,652$407,939▼ $348,713
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$24,133,895$25,378,318▲ $1,244,423
Total Net Assets Fund Balance$24,133,895$25,378,318▲ $1,244,423
Total Liabilities and Net Assets / Fund Balance$24,890,547$25,786,257▲ $895,710

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$65,512$65,512
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Renee SteffenExecutive DirectorFT$108,939$25,620$134,559

Board Members and Trustees

NameTitle
Sherry ShamblinPresident
Dave DrozekVice President
Angie Domico-coxDirector
Cynthia AlkireDirector
Gwen CrumDirector
Jim OffenbergerDirector
Jo Ann PowellDirector
Mark AugensteinDirector
Sherry WestDirector
Kathleen RoedersheimerSecretary
Jennifer RandolphTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,103,576
Other Revenue
$12,634
Change in Net Assets
$444,199
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,090,679
Salaries, Compensation, and Employee Benefits$391,868
Other Expenses$189,464
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,090,679--$1,090,679
Current Officers, Directors, Trustees, and Key Employees$262,654$38,106-$300,760
Fees for Service Investment Mgmnt Fees-$75,215-$75,215
Other Employee Benefits$59,336$8,609-$67,945
Conferences and Meetings$26,468$3,841-$30,309
Occupancy$22,227$3,224-$25,451
Information Technology$21,547$3,065-$24,612
Payroll Taxes$18,787$2,726-$21,513
Fees for Services Accounting$10,497$1,523-$12,020
Fees for Services Other$5,807$843-$6,650
Insurance$5,355$777-$6,132
Other Expenses$4,511$655-$5,166
All Other Expenses$1,881$272-$2,153
Office Expenses$1,534$222-$1,756
Other Salaries and Wages$1,441$209-$1,650
Total Functional Expenses$1,532,724$139,287$0$1,672,011
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Roane General HospitalSpencer, WV501c3To Promote Health and Wellness$66,000
Mid-ohio Fellowship HomeParkersburg, WV501c3To Promote Health and Wellness$50,000
Mov Health DepartmentParkersburg, WV501c3To Promote Health and Wellness$50,000
Marietta CollegeMarietta, OH501c3To Promote Health and Wellness$45,600
GopacksMarietta, OH501c3To Promote Health and Wellness$38,000
North Star Child Advocacy CenterParkersburg, WV501c3To Promote Health and Wellness$35,000
American Red Cross of the Ohio River ValleyParkersburg, WV501c3To Promote Health and Wellness$30,000
Hocking Athens Perry Community ActionGlouster, OH501c3To Promote Health and Wellness$30,000
Sw ResourcesParkersburg, WV501c3To Promote Health and Wellness$30,000
Calhoun County SchoolsMt Zion, WV501c3To Promote Health and Wellness$25,000
Meigs County Health DepartmentPomeroy, OH501c3To Promote Health and Wellness$25,000
OHIOHEALTH O'BLENESS HOSPITALAthens, OH501c3To Promote Health and Wellness$24,000
Rural ActionThe Plains, OH501c3To Promote Health and Wellness$22,000
Washington County Homeless ProjectMarietta, OH501c3To Promote Health and Wellness$20,855
Field of Hope Community Campus IncVinton, OH501c3To Promote Health and Wellness$20,000
Fort Frye Local SchoolsBeverly, OH501c3To Promote Health and Wellness$20,000
Hope HouseRavenswood, WV501c3To Promote Health and Wellness$20,000
MY SISTER'S PLACEAthens, OH501c3To Promote Health and Wellness$20,000
Ohio University- Heritage College of Ostheopathic MedicineAthens, OH501c3To Promote Health and Wellness$20,000
Roane County Patch IncSpencer, WV501c3To Promote Health and Wellness$20,000
Washington County Health DepartmentMarietta, OH501c3To Promote Health and Wellness$19,800
Athens Mental Health Dba the Gathering PlaceAthens, OH501c3To Promote Health and Wellness$19,400
Boys & Girls Club of Pleasant CountySaint Marys, WV501c3To Promote Health and Wellness$17,500
Ely Chapman Education FoundationMarietta, OH501c3To Promote Health and Wellness$16,800
Roane County Board of EducationSpencer, WV501c3To Promote Health and Wellness$16,536
Amputee CenterParkersburg, WV501c3To Promote Health and Wellness$15,000
Community Resources IncParkersburg, WV501c3To Promote Health and Wellness$15,000
Middlebourne Pars and RecreationMiddlebourne, WV501c3To Promote Health and Wellness$15,000
Wvu Foundation IncMorgantown, WV501c3To Promote Health and Wellness$15,000
Wvu ParkersburgParkersburg, WV501c3To Promote Health and Wellness$15,000
Southeastern Ohio Center for Independent LivingLancaster, OH501c3To Promote Health and Wellness$14,627
Boys & Girls Club of ParkersburgParkersburg, WV501c3To Promote Health and Wellness$13,400
Parkersburg Area Coalition for the Homeless Inc (house to Home)Parkersburg, WV501c3To Promote Health and Wellness$11,000
Athens County FoundationAthens, OH501c3To Promote Health and Wellness$10,000
Calhoun County Committee on Aging IncGrantsville, WV501c3To Promote Health and Wellness$10,000
Perfect Purpose IncorporatedParkersburg, WV501c3To Promote Health and Wellness$10,000
ShatterproofNorwalk, CT501c3To Promote Health and Wellness$10,000
Washington County Harvest of HopeMarietta, OH501c3To Promote Health and Wellness$10,000
Waverly Activity CenterWaverly, WV501c3To Promote Health and Wellness$10,000
The Salvation Army Parkersburg WvParkersburg, WV501c3To Promote Health and Wellness$9,000
Philanthropy WvMorgantown, WV501c3To Promote Health and Wellness$7,000
American Friends Service CommitteeMilton, WV501c3To Promote Health and Wellness$5,000
Circles Campaign on the Mid-ohio Valley IncParkersburg, WV501c3To Promote Health and Wellness$5,000
Community Credit Counseling Service of the Mid-ohio ValleyParkersburg, WV501c3To Promote Health and Wellness$5,000
Good Shephard Episcopal ChurchParkersburg, WV501c3To Promote Health and Wellness$5,000
Inspiring Dreams Network CorpHurricane, WV501c3To Promote Health and Wellness$5,000
Old Man RiversParkersburg, WV501c3To Promote Health and Wellness$5,000
Pilot Club of Jackson CountyRipley, WV501c3To Promote Health and Wellness$5,000
Ritchie County Integrated Family ServicesHarrisville, WV501c3To Promote Health and Wellness$5,000
Southeast Ohio Youth MentoringAthens, OH501c3To Promote Health and Wellness$5,000
St Elizabeth of Hungary Catholic ChurchElizabeth, WV501c3To Promote Health and Wellness$5,000
The Community Action Program Corporation of Washington-morgan Counties OhioMarietta, OH501c3To Promote Health and Wellness$5,000
The Wirt County Missional Group LLCElizabeth, WV501c3To Promote Health and Wellness$5,000
Village of BeverlyBeverly, OH501c3To Promote Health and Wellness$5,000
Voices of Children Foundation-casa ProgramParkersburg, WV501c3To Promote Health and Wellness$5,000
Westbrook Health Services IncParkersburg, WV501c3To Promote Health and Wellness$5,000
Women for RecoveryAlbany, OH501c3To Promote Health and Wellness$5,000
Ymca of ParkersburgParkersburg, WV501c3To Promote Health and Wellness$5,000
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
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
No
Management duties delegated
No

Governance Explanations

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

The form 990 is presented to the finance committee of the board of trustees. The finance committee compares amounts reported on the form 990 with the financial statements and makes any necessary inquiries of the tax preparer for clarification of items in question. After all questions are resolved, the finance committee approves the form 990. It is then electronically filed with the internal revenue service and such is reported to the full board of directors.

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

Annually, the board of trustees distributes its conflict of interest policy and discusses its contents during a board meeting. Upon completion of the discussion regarding the policy, all members sign an acknowledgement that they have received and understand the policy. Additionally, any known conflicts are disclosed as part of this process. Board minutes reflect when a trustee has abstained from discussion and voting due to any actual or perceived conflict of interest.

Form 990, Part VI, Section B, Line 15

The board of trustees determines compensation annually by performing a survey of salaries paid to other local community leaders and uses it to determine that the current salary paid to employees is reasonable.

Form 990, Part VI, Section C, Line 19

The fund makes their form 990 available upon request and all copies are retained in their administrative office.

Filing and Contact Details

Filer

Filer Name
Sisters of St Joseph Charitable
EIN
55-0751850
Phone
3044246080
Address
PO BOX 4440, PARKERSBURG, WV 26104
Doing Business As
Sisters Health Foundation

Signing Officer

Name
Renee Steffen
Title
Executive Director
Phone
3044246080
Signed
2025-10-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Renee Steffen
Formed
1996
Legal Domicile
Wv
Voting Board Members
11
Independent Board Members
11
Employees
3
Volunteers
11

Preparer

Firm
Suttle & Stalnaker Pllc
Address
200 STAR AVENUE STE 220, PARKERSBURG, WV 26101
Preparer
Steven M Morgan CPA
Phone
3044856584
Raw XML AppendixShowing 400 of 988 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/PersonNm3ANGIE DOMICO-COX
IRS990/Form990PartVIISectionAGrp/PersonNm4GWEN CRUM
IRS990/Form990PartVIISectionAGrp/PersonNm5SHERRY WEST
IRS990/Form990PartVIISectionAGrp/PersonNm6JIM OFFENBERGER
IRS990/Form990PartVIISectionAGrp/PersonNm7SHERRY SHAMBLIN
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE DIRECTOR
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IRS990/FormationYr01996
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IRS990/MissionDesc0TO SUPPORT THE BENEVOLENT, CHARITABLE, SCIENTIFIC, RELIGIOUS, AND EDUCATIONAL ACTIVITIES OF PUBLIC CHARITABLE CORPORATIONS. TO PERFORM, FOSTER AND SUPPORT ACTS OF CHRISTIAN CHARITY AMONG THE SICK, AILING AND NEEDY, AND TO PROVIDE RESOURCES FOR THE RESTORATION OF HEALTH AND THE PREVENTION OF DISEASE.
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