Civic Intelligence

Sisters of St Joseph Inc

EIN 59-6016039 • 501(c)3 • St Augustine, FL

Profile

The Sisters of St. Joseph of St. Augustine, Florida are a congregation of Catholic women living the consecrated life as vowed religious serving the needs of the dear neighbor in Florida.

241 St George StreetSt Augustine, FL 32084

ssjfl.org

Siviq Scores

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

Liabilities / Assets

28th percentile

0.06x

Higher debt load relative to assets than 28% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

52nd percentile

0.29x

Higher debt load relative to revenue than 52% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

18th percentile

$135,070

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

10%

Faster revenue growth than 56% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$29,203,687

Up $3,154,242 (+12%) from 2023

Liabilities

Up

$1,607,119

Up $157,756 (+11%) from 2023

Net Assets

Up

$27,596,568

Up $2,996,486 (+12%) from 2023

Revenue

Up

$5,528,688

Up $520,202 (+10%) from 2023

Expenses

Up

$4,516,032

Up $434,996 (+11%) from 2023

Net Income

Up

$1,012,656

Up $85,206 (+9.2%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2020: $24,283,694Liabilities 2020: $1,577,358Net Assets 2020: $22,706,3362020Assets 2021: $27,849,132Liabilities 2021: $1,477,992Net Assets 2021: $26,371,1402021Assets 2022: $24,400,194Liabilities 2022: $1,775,807Net Assets 2022: $22,624,3872022Assets 2023: $26,049,445Liabilities 2023: $1,449,363Net Assets 2023: $24,600,0822023Assets 2024: $29,203,687Liabilities 2024: $1,607,119Net Assets 2024: $27,596,5682024

Highlighted filing

2024

Assets$29,203,687
Liabilities$1,607,119
Net Assets$27,596,568

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2020: $1,966,226Expenses 2020: $1,951,565Net Income 2020: $14,6612020Revenue 2021: $4,160,700Expenses 2021: $3,217,184Net Income 2021: $943,5162021Revenue 2022: $3,642,875Expenses 2022: $3,953,782Net Income 2022: -$310,9072022Revenue 2023: $5,008,486Expenses 2023: $4,081,036Net Income 2023: $927,4502023Revenue 2024: $5,528,688Expenses 2024: $4,516,032Net Income 2024: $1,012,6562024

Highlighted filing

2024

Revenue$5,528,688
Expenses$4,516,032
Net Income$1,012,656

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 28, 2025
Return Version
2023v6.0
Gross Receipts
$5,528,688
Mission and Program Overview

Mission

The Sisters of St. Joseph of St. Augustine, Florida are a congregation of Catholic women living the consecrated life as vowed religious serving the needs of the dear neighbor in Florida.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$18,601,830$19,171,168▲ $569,338
Land, Buildings, and Equipment, Net$6,622,778$9,781,461▲ $3,158,683
Cash and Non-Interest-Bearing Accounts$750,394$166,727▼ $583,667
Prepaid Expenses and Deferred Charges$41,758$43,559▲ $1,801
Savings and Temporary Cash Investments$32,685$34,305▲ $1,620
Accounts Receivable$0$6,467▲ $6,467
Pledges and Grants Receivable$0--
Total Assets$26,049,445$29,203,687▲ $3,154,242
Liabilities
Escrow Account Liability$1,089,698$919,848▼ $169,850
Accounts Payable and Accrued Expenses$359,665$700,786▲ $341,121
Other Liabilities-$-13,515-
Total Liabilities$1,449,363$1,607,119▲ $157,756
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$24,591,618$27,498,468▲ $2,906,850
Net Assets With Donor Restrictions$8,464$98,100▲ $89,636
Total Net Assets Fund Balance$24,600,082$27,596,568▲ $2,996,486
Total Liabilities and Net Assets / Fund Balance$26,049,445$29,203,687▲ $3,154,242

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,263,373$4,916,916$9,180,289
Other Land Buildings$4,070,729$295,025$4,365,754
Land$1,103,686-$1,103,686
Equipment$55,014$899,138$954,152
Leasehold Improvements$288,659$196,845$485,504
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Frank CastilloFinance AdministratorFT$135,070$135,070

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$5,049,443
Program Service Revenue
$0
Investment Income
$451,167
Other Revenue
$28,078
All Other Contributions
$5,049,443
Change in Net Assets
$1,012,656

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,528,688
Total Revenue per Audited Statements
$5,528,688
Total Revenue per Form 990
$5,528,688
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,305,685
Other Expenses$1,393,146
Grants and Similar Amounts Paid$688,931
Total Fundraising Expense$141,894
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,225,439$306,360$0$1,531,799
Grants to Domestic Orgs$688,931--$688,931
Other Employee Benefits$367,848$91,962$0$459,810
Occupancy$278,492$144,280$0$422,772
Depreciation Depletion$262,528$65,632$0$328,160
Advertising$0$0$141,894$141,894
Payroll Taxes$109,652$27,413$0$137,065
Current Officers, Directors, Trustees, and Key Employees$108,056$27,014$0$135,070
Benefits to Members$128,270--$128,270
Fees for Services Other$96,460$24,115$0$120,575
Fees for Services Accounting$0$87,595$0$87,595
Fees for Service Investment Mgmnt Fees$0$85,059$0$85,059
Other Expenses$70,493$0$0$70,493
Office Expenses$56,778$0$0$56,778
Pension Plan Contributions$33,553$8,388$0$41,941
Travel$39,242$0$0$39,242
Conferences and Meetings$29,139$0$0$29,139
Total Functional Expenses$3,506,320$867,818$141,894$4,516,032

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,516,032
Total Expenses per Audited Statements$4,516,032
Total Expenses per Form 990$4,516,032
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cathedral BasilicaSaint Augustine, FL-Rectory Renovation$10,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Net amount due from St.Joseph Ministries$-13,515
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Sisters of St Joseph Inc
EIN
59-6016039
Phone
9048241752
Address
241 St George Street, St Augustine, FL 32084

Signing Officer

Name
Sister Kathleen Carr
Title
Corporation President
Phone
9048241752
Signed
2025-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sister Kathleen Carr
Formed
1966
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
47
Volunteers
21

Preparer

Firm
Zielinski & Associates Pc
Address
1859 BOWLES AVENUE SUITE 100, FENTON, MO 63026
Preparer
Barbara M Zielinski
Phone
3146442150
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The organization provides a complete copy of form 990 to all members of its governing body prior to filing

Financial Statement Notes

Pt IV, Line 2B

Sisters Patrimonial and Travel Funds held by the Congregation

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IRS990/PYOtherExpensesAmt01492299
IRS990/PYOtherRevenueAmt02070
IRS990/PYRevenuesLessExpensesAmt0927450
IRS990/PYSalariesCompEmpBnftPaidAmt02008868
IRS990/PYTotalExpensesAmt04081036
IRS990/PYTotalRevenueAmt05008486
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01012656
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt05049443
IRS990/SavingsAndTempCashInvstGrp/BOYAmt032685
IRS990/SavingsAndTempCashInvstGrp/EOYAmt034305
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: OTHER INCOME 2019: 71803. 2021: 34149. 2022: 2070. 2023: 28078.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05049443
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04332873
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03267590
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03108668
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01359212
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt017117786
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0422493
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0374276
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0321045
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0296039
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0472557
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01886410
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0422493
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0374276
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0321045
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0296039
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0472557
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01886410
IRS990ScheduleA/InvestmentIncomeCYPct00.09860
IRS990ScheduleA/InvestmentIncomePYPct00.13170
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt028078
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt02070
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt034149
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt071803
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0136100
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.89430
IRS990ScheduleA/PublicSupportPY509Pct00.86020
IRS990ScheduleA/PublicSupportTotal509Amt017117786
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05049443
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04332873
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03267590
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03108668
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01359212
IRS990ScheduleA/Total509Grp/TotalAmt017117786
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt019140296
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt04263373
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04916916
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt09180289
IRS990ScheduleD/EquipmentGrp/BookValueAmt055014
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0899138
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0954152
IRS990ScheduleD/ExpensesSubtotalAmt04516032
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LandGrp/BookValueAmt01103686
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01103686
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0288659
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0196845
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0485504
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04070729
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0295025
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04365754
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0-13515
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Net amount due from St.Joseph Ministries
IRS990ScheduleD/RevenueSubtotalAmt05528688
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Sisters Patrimonial and Travel Funds held by the Congregation
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt IV, Line 2b
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09781461
IRS990ScheduleD/TotalExpensesPerForm990Amt04516032
IRS990ScheduleD/TotalLiabilityAmt0-13515
IRS990ScheduleD/TotalRevenuePerForm990Amt05528688
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05528688
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04516032
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Rectory Renovation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Cathedral Basilica
IRS990ScheduleI/RecipientTable/RecipientEIN0590641391
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt038 Cathedral Place
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Saint Augustine
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd032084
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDES A COMPLETE COPY OF FORM 990 TO ALL MEMBERS OF ITS GOVERNING BODY PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false

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