Totals
- Total revenue
- $6,450,996
- Total expenses
- $5,769,115
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $5,836,253
- Investment income
- $614,743
- Other revenue
- $0
- Total assets, end of year
- $13,418,034
- Total liabilities, end of year
- $490,486
- Net assets or fund balances, end of year
- $12,927,548
- Program services expenses (Part IX)
- $3,108,719
- Management and general expenses
- $2,660,396
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $3,108,719
Program services were 53.9% 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.
-
2a · Program service revenue: MANAGEMENT
total $5,836,253 · related or exempt $5,836,253
-
3 · Investment income
total $297,456 · excluded $297,456
-
7a · Gross sales of assets other than inventory
securities $619,577
-
7b · Less cost or other basis and sales expenses
securities $302,290
-
7c · Gain or loss
securities $317,287
-
7d · Net gain or loss
total $317,287 · excluded $317,287
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $473,185 · management and general $473,185
-
7 · Other salaries and wages
total $3,534,950 · program services $2,340,162 · management and general $1,194,788
-
8 · Pension plan contributions
total $322,737 · program services $203,238 · management and general $119,499
-
9 · Other employee benefits
total $607,281 · program services $386,241 · management and general $221,040
-
10 · Payroll taxes
total $284,803 · program services $171,567 · management and general $113,236
-
11a · Fees: management
total $1,004 · program services $1,004
-
11b · Fees: legal
total $10,372 · management and general $10,372
-
11c · Fees: accounting
total $17,526 · management and general $17,526
-
11f · Fees: investment management
total $28,712 · management and general $28,712
-
11g · Fees: other
total $182,430 · management and general $182,430
-
12 · Advertising and promotion
total $22,530 · management and general $22,530
-
13 · Office expenses
total $25,841 · program services $4,066 · management and general $21,775
-
14 · Information technology
total $39,555 · management and general $39,555
-
16 · Occupancy
total $82,500 · management and general $82,500
-
17 · Travel
total $82,432 · management and general $82,432
-
19 · Conferences, conventions and meetings
total $3,203 · management and general $3,203
-
23 · Insurance
total $14,367 · management and general $14,367
-
24a · Other expenses: MISCELLANEOUS
total $10,661 · management and general $10,661
-
24b · Other expenses: TELEPHONE
total $9,683 · program services $1,632 · management and general $8,051
-
24c · Other expenses: MEALS
total $9,299 · management and general $9,299
-
24d · Other expenses: SUPPLIES
total $6,044 · program services $809 · management and general $5,235
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,779,463 · end of year $1,324,987
-
4 · Accounts receivable
beginning of year $1,193,263 · end of year $2,147,400
-
7 · Other notes and loans receivable
beginning of year $1,939,554 · end of year $1,648,332
-
9 · Prepaid expenses and deferred charges
beginning of year $127,715 · end of year $78,969
-
12 · Investments: other securities
beginning of year $7,386,249 · end of year $8,177,780
-
15 · Other assets
beginning of year $119,974 · end of year $40,566
-
17 · Accounts payable and accrued expenses
beginning of year $493,043 · end of year $449,920
-
25 · Other liabilities
beginning of year $119,974 · end of year $40,566
-
27 · Net assets without donor restrictions
beginning of year $11,933,201 · end of year $12,927,548
Mission and programs · 2023
Mission
CSJ INITIATIVES REFLECTS THE CONGREGATION OF ST. JOSEPH'S COMMITMENT TO RESPOND TO THE EMERGING NEEDS OF RELIGIOUS CONGREGATIONS, OUR NEIGHBORS AND THE WORLD BY PROVIDING MANAGEMENT OR OWNERSHIP OF SENIOR CARE FACILITIES THAT CREATE VIBRANT LIVING SERVICES. THROUGH THE UNIQUE LENS AND CULTURE OF RELIGIOUS LIFE, CSJ INITIATIVES OFFERS EXPERTISE IN LIFE ENRICHING HOUSING OPPORTUNITIES, COMPASSIONATE HEALTH AND WELLNESS CARE AND RESPONSIBLE CARE FOR CONGREGATIONAL PROPERTIES.
Activities or mission (Part I)
TO OFFER, ESTABLISH, PROVIDE, OVERSEE AND PROMOTE FACILITIES, PROGRAMS AND SENIOR CARE SERVICES IN SUPPORT OF AND FURTHERANCE OF THE TRADITION, SPIRITUALITY AND CHARISM OF THE CONGREGATION OF THE SISTERS OF ST. JOSEPH.
-
CSJ INITIATIVES WAS CREATED TO ASSIST IN THE MANAGEMENT AND DEVELOPMENT OF INDEPENDENT LIVING, ASSISTED LIVING AND SKILLED NURSING FACILITIES TO ADDRESS THE HEALTH CARE NEEDS OF THE CONGREGATION OF ST. JOSEPH AGING SISTERS AND OTHERS.
Expenses $2,174,811 · Revenue $4,082,952
-
CSJ INITIATIVES OWNS OR MANAGES VARIOUS CENTERS LOCATED IN SEVERAL STATES. BY PROVIDING EXPERTISE IN CARING FOR THE ELDERS, CSJ INITIATIVES HAS ESTABLISHED A DYNAMIC MODEL OF LIFE GIVING CARE FOR THOSE RESIDING IN A CENTER.
Expenses $933,908 · Revenue $1,753,301
-
CSJ INITIATIVES PROVIDES SERVICES TO THOSE THAT ARE STRATEGICALLY PLANNING FOR THEIR FUTURE. IN A MANNER THAT HONORS THE CULTURE OF THOSE WE SERVE, CSJ INITIATIVES ENABLES THE CONGREGATION OF ST. JOSEPH TO PRESERVE AND EXTEND MINISTRY TO OTHERS.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Sr Sue McCrery CsjSR SUE MCCRERY CSJ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Karen SistonKAREN SISTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Denise GannonDENISE GANNON
PRESIDENT/CEO
- Total calculated
- $354,253
- From this org
- $314,155
- From related orgs
- $0
- Other
- $40,098
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $314,155
- Bonus
- $0
- Other
- $0
- Deferred
- $27,843
- Nontaxable benefits
- $12,255
- Filer's total
- $354,253
-
Rich CaseyRICH CASEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Sr Sara Aldridge OsfSR SARA ALDRIDGE OSF
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
John HannigJOHN HANNIG
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Mark CassinoMARK CASSINO
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Sr Marie Hogan CsjSR MARIE HOGAN CSJ
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Sr Pat Warbritton CsjSR PAT WARBRITTON CSJ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Colleen Conway CooneyCOLLEEN CONWAY COONEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
David HaaseDAVID HAASE
DIRECTOR OF OPERATIONS
- Total calculated
- $197,318
- From this org
- $159,586
- From related orgs
- $0
- Other
- $37,732
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $159,586
- Bonus
- $0
- Other
- $0
- Deferred
- $14,038
- Nontaxable benefits
- $23,694
- Filer's total
- $197,318
-
Shanna CarverSHANNA CARVER
DIRECTOR OF OPERATIONS
- Total calculated
- $141,661
- From this org
- $120,516
- From related orgs
- $0
- Other
- $21,145
- Hours/week
- 40
-
Ruth NelsonRUTH NELSON
DIRECTOR OF CLINICAL OPERA
- Total calculated
- $154,579
- From this org
- $120,223
- From related orgs
- $0
- Other
- $34,356
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $120,223
- Bonus
- $0
- Other
- $0
- Deferred
- $10,662
- Nontaxable benefits
- $23,694
- Filer's total
- $154,579
-
Grace SmithGRACE SMITH
DIRECTOR OF CLINICAL OPERA
- Total calculated
- $157,513
- From this org
- $117,597
- From related orgs
- $0
- Other
- $39,916
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $117,597
- Bonus
- $0
- Other
- $0
- Deferred
- $10,479
- Nontaxable benefits
- $29,437
- Filer's total
- $157,513
-
Gabriel StollGABRIEL STOLL
CSJI-TIFFIN EXECUTIVE DIRE
- Total calculated
- $173,209
- From this org
- $132,120
- From related orgs
- $0
- Other
- $41,089
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $132,120
- Bonus
- $0
- Other
- $0
- Deferred
- $11,652
- Nontaxable benefits
- $29,437
- Filer's total
- $173,209
-
Joshua JohnsonJOSHUA JOHNSON
FORMER CHIEF FINANCIAL OFFICER
- Total calculated
- $219,843
- From this org
- $177,266
- From related orgs
- $0
- Other
- $42,577
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $177,266
- Bonus
- $0
- Other
- $0
- Deferred
- $13,140
- Nontaxable benefits
- $29,437
- Filer's total
- $219,843
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
CONGREGATION OF THE SISTERS OF ST JOSEPH INC
501(C)(3) · RELIGIOUS ORGANIZATION · WV
-
501(C)(3) · PROVIDE AFFORDABLE ELDERLY HOUSING · MI
Directly controlled by CSJ INITIATIVES INC
-
501(C)(3) · PROVIDE AFFORDABLE ELDERLY HOUSING · KS
Directly controlled by CSJ INITIATIVES INC
-
501(C)(3) · PROVIDE AFFORDABLE ELDERLY HOUSING · OH
Directly controlled by CONGREGATION OF THE SISTERS OF ST JOSEPH INC
-
501(C)(3) · PROVIDE AFFORDABLE ELDERLY HOUSING · OH
Directly controlled by CSJ INITIATIVES INC
-
501(C)(3) · PROVIDE AFFORDABLE ELDERLY HOUSING · OH
Directly controlled by CONGREGATION OF THE SISTERS OF ST JOSEPH INC
-
501(C)(3) · PROVIDE AFFORDABLE ELDERLY HOUSING · OH
Directly controlled by CONGREGATION OF THE SISTERS OF ST JOSEPH INC
-
HUNDRED OAKS INC
501(C)(3) · PROVIDE AFFORDABLE ELDERLY HOUSING · LA
Directly controlled by CONGREGATION OF THE SISTERS OF ST JOSEPH INC
-
501(C)(3) · PROVIDE AFFORDABLE ELDERLY HOUSING · IL
Directly controlled by CONGREGATION OF THE SISTERS OF ST JOSEPH INC
-
501(C)(3) · PROVIDE AFFORDABLE ELDERLY HOUSING · WV
Directly controlled by CONGREGATION OF THE SISTERS OF ST JOSEPH INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 January 2025
- IRS schema version
- 2023v6.0
- Source object
- 202540349349300314
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