Civic Intelligence

The Saint Joseph Foundation

990 • Fiscal year 2018 • EIN 74-2339653

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 23, 2019

85882 Water Works RdHopedale, OH 43976

(740) 937-2054

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

97th percentile

$84,000

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 32.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

84th percentile

47%

Faster asset growth than 84% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

43rd percentile

-3.1%

Faster revenue growth than 43% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$253,591

Up $81,538 (+47%) from 2017

Net Assets

Up

$253,591

Up $81,538 (+47%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$262,353

Down $8,502 (-3.1%) from 2017

Expenses

Down

$179,044

Down $10,506 (-5.5%) from 2017

Net Income

Up

$83,309

Up $2,004 (+2.5%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $152,729Liabilities 2010: $20,339Net Assets 2010: $132,3902010Assets 2011: $212,619Liabilities 2011: $1,720Net Assets 2011: $210,8992011Assets 2012: $171,908Liabilities 2012: $0Net Assets 2012: $171,9082012Assets 2013: $134,319Liabilities 2013: $6,000Net Assets 2013: $128,3192013Assets 2014: $111,055Liabilities 2014: $0Net Assets 2014: $111,0552014Assets 2015: $82,242Liabilities 2015: $0Net Assets 2015: $82,2422015Assets 2016: $91,302Liabilities 2016: $0Net Assets 2016: $91,3022016Assets 2017: $172,053Liabilities 2017: $0Net Assets 2017: $172,0532017Assets 2018: $253,591Liabilities 2018: $0Net Assets 2018: $253,5912018Assets 2019: $296,373Liabilities 2019: $0Net Assets 2019: $296,3732019Assets 2020: $336,301Liabilities 2020: $0Net Assets 2020: $336,3012020Assets 2021: $436,849Liabilities 2021: $0Net Assets 2021: $436,8492021Assets 2022: $531,105Liabilities 2022: $0Net Assets 2022: $531,1052022Assets 2023: $1,081,386Liabilities 2023: $0Net Assets 2023: $1,081,3862023Assets 2024: $1,291,788Liabilities 2024: $0Net Assets 2024: $1,291,7882024

Highlighted filing

2018

Assets$253,591
Liabilities$0
Net Assets$253,591

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $258,5552010Expenses 2011: $258,1692011Expenses 2012: $258,1272012Revenue 2013: $218,281Expenses 2013: $253,816Net Income 2013: -$35,5352013Revenue 2014: $304,910Expenses 2014: $309,622Net Income 2014: -$4,7122014Revenue 2015: $257,755Expenses 2015: $270,422Net Income 2015: -$12,6672015Revenue 2016: $257,634Expenses 2016: $245,168Net Income 2016: $12,4662016Revenue 2017: $270,855Expenses 2017: $189,550Net Income 2017: $81,3052017Revenue 2018: $262,353Expenses 2018: $179,044Net Income 2018: $83,3092018Revenue 2019: $267,055Expenses 2019: $223,902Net Income 2019: $43,1532019Revenue 2020: $233,474Expenses 2020: $192,490Net Income 2020: $40,9842020Revenue 2021: $272,351Expenses 2021: $171,933Net Income 2021: $100,4182021Revenue 2022: $243,127Expenses 2022: $148,540Net Income 2022: $94,5872022Revenue 2023: $691,865Expenses 2023: $145,519Net Income 2023: $546,3462023Revenue 2024: $391,287Expenses 2024: $192,082Net Income 2024: $199,2052024

Highlighted filing

2018

Revenue$262,353
Expenses$179,044
Net Income$83,309
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 23, 2019
Return Version
2018v3.1
Gross Receipts
$262,353
Mission and Program Overview

Mission

Catholic church law representation

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$109,759$173,118▲ $63,359
Savings and Temporary Cash Investments$18,784$37,971▲ $19,187
Investments in Publicly Traded Securities$36,362$36,063▼ $299
Land, Buildings, and Equipment, Net$1,619$1,104▼ $515
Total Assets$172,053$253,591▲ $81,538
Other Assets Total$5,529$5,335▼ $194
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$172,053$253,591▲ $81,538
Total Net Assets Fund Balance$172,053$253,591▲ $81,538
Total Liabilities and Net Assets / Fund Balance$172,053$253,591▲ $81,538

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,104$19,582$20,686
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Philip Cl GrayPresident/directorFT-$84,000$84,000
Charles M WilsonChairman/directorPT$39,240-$39,240

Board Members and Trustees

NameTitle
Ann WilsonDirector
Duane Lcm GallesExecutive VP/director
Denise FlanigenSecretary/director
Emily M GrayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$261,384
Program Service Revenue
$0
Investment Income
$969
Other Revenue
$0
All Other Contributions
$261,384
Change in Net Assets
$83,309
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$112,754
Other Expenses$63,790
Grants and Similar Amounts Paid$2,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$47,484$15,073-$62,557
Current Officers, Directors, Trustees, and Key Employees$39,240--$39,240
Office Expenses$14,246$5,903-$20,149
Occupancy$14,189$5,881-$20,070
Other Expenses$11,166$4,627-$15,793
Payroll Taxes$6,658$1,157-$7,815
Travel$2,521$1,045-$3,566
Other Employee Benefits$2,677$465-$3,142
Grants to Domestic Orgs$2,500--$2,500
Conferences and Meetings$1,253$519-$1,772
Fees for Services Other$1,237$513-$1,750
Depreciation Depletion$364$151-$515
Information Technology$124$51-$175
Total Functional Expenses$143,659$35,385$0$179,044
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Emily M GrayOfficerRent for Office SpaceNo$14,300
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 family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
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

Governance Explanations

Form 990, Part VI, Section A, Line 2

Philip c. L. Gray, president and emily m. Gray, treasurer have a family relationship.

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

The board members receive a copy of the form 990 for review before it is filed.

Form 990, Part VI, Section B, Line 15A

A comparable review is made of nonprofits similar to the saint joseph foundation, both nationally and in the local area. The increases are determined by the organization's ability to pay, as well as the cost of living increases.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The Saint Joseph Foundation
EIN
74-2339653
Phone
7409372054
Address
85882 WATER WORKS RD, HOPEDALE, OH 43976

Signing Officer

Name
Philip Gray
Title
President
Phone
7409372054
Signed
2019-08-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Philip C L Gray
Formed
1984
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
3
Employees
4
Volunteers
6

Preparer

Firm
Randy Walker & Co
Address
7800 IH 10 WEST STE 505, SAN ANTONIO, TX 78230
Preparer
Randy L Walker CPA
Phone
2103669430
Supplemental Narrative

Additional Explanations

Section 1.263(A)-1(F) De Minimis Safe Harbor Election

The saint joseph foundation 85882 water works rd. Hopedale, oh 43976 employer identification number: 74-2339653 for the year ending december 31, 2018 the saint joseph foundation is making the de minimis safe harbor election under reg. Sec. 1.263(a)-1(f).

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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0OFFICER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt014300
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0RENT FOR OFFICE SPACE
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SAINT JOSEPH FOUNDATION 85882 WATER WORKS RD. HOPEDALE, OH 43976 EMPLOYER IDENTIFICATION NUMBER: 74-2339653 FOR THE YEAR ENDING DECEMBER 31, 2018 THE SAINT JOSEPH FOUNDATION IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PHILIP C. L. GRAY, PRESIDENT AND EMILY M. GRAY, TREASURER HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD MEMBERS RECEIVE A COPY OF THE FORM 990 FOR REVIEW BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COMPARABLE REVIEW IS MADE OF NONPROFITS SIMILAR TO THE SAINT JOSEPH FOUNDATION, BOTH NATIONALLY AND IN THE LOCAL AREA. THE INCREASES ARE DETERMINED BY THE ORGANIZATION'S ABILITY TO PAY, AS WELL AS THE COST OF LIVING INCREASES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CATHOLICS UNITED FOR THE FAITH (CUF)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0132621966
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORT, DEFENSE AND ADVANCEMENT OF THE EFFORTS OF THE TEACHING CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt085882 WATER WORKS RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HOPEDALE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd043976
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0172053
IRS990/TotalAssetsEOYAmt0253591
IRS990/TotalAssetsGrp/BOYAmt0172053
IRS990/TotalAssetsGrp/EOYAmt0253591
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0261384
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt035385
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0143659
IRS990/TotalFunctionalExpensesGrp/TotalAmt0179044
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0172053
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0253591
IRS990/TotalOtherCompensationAmt06000
IRS990/TotalProgramServiceExpensesAmt0143659
IRS990/TotalReportableCompFromOrgAmt039240
IRS990/TotalRevenueGrp/ExclusionAmt0969
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0262353
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0172053
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0253591
IRS990/TotReportableCompRltdOrgAmt078000
IRS990/TravelGrp/ManagementAndGeneralAmt01045
IRS990/TravelGrp/ProgramServicesAmt02521
IRS990/TravelGrp/TotalAmt03566
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0172053
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0253591
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt085882 WATER WORKS RD
IRS990/USAddress/CityNm0HOPEDALE
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043976
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0STJOSEPHCANONLAW.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILIP GRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07409372054
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SAINT JOSEPH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAIN
ReturnHeader/Filer/EIN0742339653
ReturnHeader/Filer/PhoneNum07409372054
ReturnHeader/Filer/USAddress/AddressLine1Txt085882 WATER WORKS RD
ReturnHeader/Filer/USAddress/CityNm0HOPEDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043976
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06565F551AD94B86FE1FFF6B2A41D26030FB74064
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.116.216.57
ReturnHeader/FilingSecurityInformation/IPDt02019-08-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:50:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742745967
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RANDY WALKER & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07800 IH 10 WEST STE 505
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078230
ReturnHeader/PreparerPersonGrp/PhoneNum02103669430

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.00$1.29$0.39$0.19$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.69$0.15$0.55
2022Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.24$0.15$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.27$0.17$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.23$0.19$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.27$0.22$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.26$0.18$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.27$0.19$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.26$0.25$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.26$0.27$0.01
2014Summary only. Only limited summary data is available for this year.$0.11$0.00$0.11$0.30$0.31$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.13$0.01$0.13$0.22$0.25$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.00$0.17$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.00$0.21$0.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.02$0.13$0.26
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits