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Nonprofiteer
← SISTERS OF ST JOSEPH CHARITABLE FUND INC

Form 990 for tax year 2023

Filed by SISTERS OF ST JOSEPH CHARITABLE FUND INC.

Totals

Total revenue
$1,777,066
Total expenses
$1,980,295
Contributions and grants received
$0
Grants paid
$1,444,698
Program service revenue
$0
Investment income
$1,757,808
Other revenue
$19,258
Total assets, end of year
$24,890,547
Total liabilities, end of year
$756,652
Net assets or fund balances, end of year
$24,133,895
Program services expenses (Part IX)
$1,852,758
Management and general expenses
$127,537
Fundraising expenses
$0
Program service expenses (Part III)
$1,852,758

Program services were 93.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $676,288 · excluded $676,288

  • 7a · Gross sales of assets other than inventory

    securities $1,081,520

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $1,081,520

  • 7d · Net gain or loss

    total $1,081,520 · excluded $1,081,520

  • 11d · All other revenue

    total $19,258 · excluded $19,258

  • 11e · Other revenue, total

    $19,258

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,444,698 · program services $1,444,698

  • 5 · Compensation of officers, directors and key employees

    total $272,434 · program services $242,466 · management and general $29,968

  • 7 · Other salaries and wages

    total $1,650 · program services $1,468 · management and general $182

  • 9 · Other employee benefits

    total $63,489 · program services $56,505 · management and general $6,984

  • 10 · Payroll taxes

    total $21,138 · program services $18,813 · management and general $2,325

  • 11c · Fees: accounting

    total $13,210 · program services $11,757 · management and general $1,453

  • 11f · Fees: investment management

    total $77,157 · management and general $77,157

  • 11g · Fees: other

    total $750 · program services $668 · management and general $82

  • 12 · Advertising and promotion

    total $445 · program services $445

  • 13 · Office expenses

    total $8,849 · program services $7,875 · management and general $974

  • 14 · Information technology

    total $7,510 · program services $6,684 · management and general $826

  • 16 · Occupancy

    total $24,984 · program services $22,236 · management and general $2,748

  • 17 · Travel

    total $6,137 · program services $5,462 · management and general $675

  • 19 · Conferences, conventions and meetings

    total $24,627 · program services $21,918 · management and general $2,709

  • 22 · Depreciation, depletion and amortization

    total $510 · program services $454 · management and general $56

  • 23 · Insurance

    total $6,383 · program services $5,681 · management and general $702

  • 24a · Other expenses: MEMBERSHIP FEES AND DUE

    total $5,846 · program services $5,203 · management and general $643

  • 24e · All other expenses

    total $478 · program services $425 · management and general $53

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $238,481 · end of year $274,268

  • 10a · Land, buildings and equipment: cost or other basis

    $65,512

  • 10b · Land, buildings and equipment: accumulated depreciation

    $65,512

  • 10c · Land, buildings and equipment, net

    beginning of year $510 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $23,619,309 · end of year $24,616,279

  • 17 · Accounts payable and accrued expenses

    beginning of year $450,238 · end of year $756,652

  • 27 · Net assets without donor restrictions

    beginning of year $23,408,062 · end of year $24,133,895

Mission and programs · 2023

Mission

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.

  • THE FUND PROVIDES RESOURCES FOR THE RESTORATION OF HEALTH AND PREVENTION OF DISEASE AND TO PROMOTE EDUCATIONAL PROGRAMS. THE FUND SERVES ELEVEN COUNTIES INCLUDING JACKSON, ROANE, RITCHIE, CALHOUN, WIRT, WOOD, TYLER, AND PLEASANTS IN WEST VIRGINIA; AND MEIGS, ATHENS, AND WASHINGTON IN OHIO.

    Expenses $1,852,758 · Grants $1,444,698

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Cynthia Alkire

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jo Ann Powell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Amber Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Mary Hendershot

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Gwen Crum

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Sherry West

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Sherry Shamblin

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Jennifer Randolph

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Dave Drozek

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Kathleen Roedersheimer

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Renee Steffen

    EXECUTIVE DIRECTOR

    Total calculated
    $128,260
    From this org
    $104,721
    From related orgs
    $0
    Other
    $23,539
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
4 October 2024
IRS schema version
2023v5.1
Source object
202432849349300208

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.