Skip to content
Nonprofiteer
← CHRISTUS ST JOSEPH VILLAGE

Form 990 for tax year 2024

Filed by CHRISTUS ST JOSEPH VILLAGE.

Totals

Total revenue
$5,901,930
Total expenses
$6,472,053
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$7,220
Other revenue
$5,894,710
Total assets, end of year
$21,288,895
Total liabilities, end of year
$3,556,609
Net assets or fund balances, end of year
$17,732,286
Program services expenses (Part IX)
$5,712,034
Management and general expenses
$760,019
Fundraising expenses
$0
Program service expenses (Part III)
$5,712,034

Program services were 88.3% 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 $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    personal property $5,575,415

  • 6c · Rental income or loss

    real property $0 · personal property $5,575,415

  • 6d · Net rental income or loss

    total $5,575,415 · related or exempt $5,575,415

  • 7a · Gross sales of assets other than inventory

    other assets $41,958

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

    other assets $34,738

  • 7c · Gain or loss

    other assets $7,220

  • 7d · Net gain or loss

    total $7,220 · excluded $7,220

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: REBATES

    total $3,324 · excluded $3,324

  • 11b · Other revenue: TRANSFERS

    total $19,265 · excluded $19,265

  • 11c · Other revenue: FOOD SERVICE REVENUE

    total $8,612 · related or exempt $8,612

  • 11d · All other revenue

    total $288,094 · related or exempt $204,621 · excluded $83,473

  • 11e · Other revenue, total

    $319,295

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $2,191,726 · program services $1,882,961 · management and general $308,765

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $273,596 · program services $214,922 · management and general $58,674

  • 10 · Payroll taxes

    total $120,091 · program services $97,044 · management and general $23,047

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total -$15,400 · program services -$15,400

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $1,903,576 · program services $1,751,337 · management and general $152,239

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $651,260 · program services $527,107 · management and general $124,153

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $273,683 · program services $281,116 · management and general -$7,433

  • 17 · Travel

    total $33,588 · program services $14,379 · management and general $19,209

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $5,413 · program services $1,881 · management and general $3,532

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $820,052 · program services $820,052

  • 23 · Insurance

    total $87,901 · program services $52,741 · management and general $35,160

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $14,214 · program services $10,054 · management and general $4,160

  • 24b · Other expenses: INSURANCE CLAIM EXPENSE

    total $2,207 · program services $0 · management and general $2,207

  • 24c · Other expenses: MEALS & ENTERTAINMENT

    total $29,510 · program services $11,254 · management and general $18,256

  • 24d · Other expenses: MISC. EXPENSE

    total $80,636 · program services $62,586 · management and general $18,050

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $2,016

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $30,788

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $2,107

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

    $42,615,106

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

    $21,586,345

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $21,028,761

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $173,792

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $51,431

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $365,189

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $73,172

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $3,118,248

  • 27 · Net assets without donor restrictions

    beginning of year $0 · end of year $16,094,104

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $1,638,182

Mission and programs · 2024

Mission

THE CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR THE CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES OF ADVANCING, PROMOTING, AND SUPPORTING THE HEALTH CARE MINISTRIES OF THOSE RELIGIOUS CONGREGATIONS (THE "SPONSORING CONGREGATIONS" ) QUALIFIED AND APPROVED AS A SPONSOR OF CHRISTUS HEALTH ("CHRISTUS") IN ACCORDANCE WITH THE BYLAWS OF CHRISTUS WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, THE CORPORATION'S MISSION SHALL BE TO EXTEND THE HEALING MINISTRY OF JESUS CHRIST, CONSISTENT THEREWITH, SHALL OPERATE ACCORDING TO THE DOCTRINES, RESOLUTIONS, DECREES AND ETHICAL PRINCIPLES OF THE SPONSORING CONGREGATION AND THE ETHICAL AND RELIGIOUS DIRECTIVES FOR CATHOLIC HEALTH SERVICES AS PROMULGATED AND AMENDED FROM TIME TO TIME BY THE UNITED STATES CATHOLIC CONFERENCE OF BISHOPS.

Activities or mission (Part I)

SUPPORTING THE HEALTH CARE MINISTRIES OF THE SPONSORING CONGREGATIONS IN EXTENDING THE HEALING MINISTRY OF JESUS CHRIST IN CONFORMITY WITH THE ROMAN CATHOLIC CHURCH.

  • St. Joseph Village, located in Coppell, Texas, is a not-for-profit retirement community that provides an ideal balance of practical and financial benefits, and supports spiritual enrichment. Our foundation in the Catholic faith reflects the spirit and character of our open and warm community and our dedication to extending the healing ministry of Jesus Christ, which is why we welcome people of all faiths and interests.

    Expenses $5,712,034 · Revenue $319,295

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Paul Generale

    DIRECTOR

    Total calculated
    $5,266,238
    From this org
    $0
    From related orgs
    $5,224,749
    Other
    $41,489
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $1,322,964 related
    Bonus
    not reported + $2,340,994 related
    Other
    not reported + $1,560,791 related
    Deferred
    not reported + $30,871 related
    Nontaxable benefits
    not reported + $10,618 related
    Filer's total
    not reported + $5,266,238 related

  • Gabriela Saenz

    DIRECTOR

    Total calculated
    $1,555,139
    From this org
    $0
    From related orgs
    $1,488,071
    Other
    $67,068
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $612,998 related
    Bonus
    not reported + $680,044 related
    Other
    not reported + $195,029 related
    Deferred
    not reported + $56,933 related
    Nontaxable benefits
    not reported + $10,135 related
    Filer's total
    not reported + $1,555,139 related

  • Gary Ruff

    DIRECTOR

    Total calculated
    $769,551
    From this org
    $0
    From related orgs
    $690,027
    Other
    $79,524
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $426,183 related
    Bonus
    not reported + $195,826 related
    Other
    not reported + $68,018 related
    Deferred
    not reported + $47,659 related
    Nontaxable benefits
    not reported + $31,865 related
    Filer's total
    not reported + $769,551 related

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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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

The filer's explanations (Part III)

SUPPLEMENTAL COMPENSATION INFORMATION
FORM 990, PART VII, QUESTION 1A AND SCHEDULE J, PART II DIRECTORS AND EX-OFFICIO DIRECTORS PROVIDE THEIR SERVICES AS MEMBERS OF THE BOARD WITHOUT COMPENSATION OR BENEFITS. ANY COMPENSATION AND BENEFITS DISCLOSED FOR SUCH PERSONS IS EARNED IN THE RESPECTIVE INDIVIDUAL'S ROLE AS AN OFFICER OR EMPLOYEE OF THE FILING ORGANIZATION OR A RELATED ORGANIZATION, NOT FOR THE INDIVIDUAL'S ROLE AS A BOARD MEMBER OR DIRECTOR. BOARD MEMBERS SPEND TIME AS NEEDED FOR BOARD MEETINGS AND FUNCTIONS.
DETERMINING OF CEO/EXECUTIVE DIRECTORS COMPENSATION
FORM 990, SCHEDULE J, PART I, LINE 3 THE FILING ORGANIZATION'S PRESIDENT/CEO IS AN EMPLOYEE OF CHRISTUS HEALTH, A RELATED ORGANIZATION. AS A RESULT, COMPENSATION IS ESTABLISHED AT THE CHRISTUS HEALTH LEVEL AND THE FILING ORGANIZATION DOES NOT HAVE A ROLE IN IMPLEMENTING THE METHODS USED TO ESTABLISH COMPENSATION OR IN DETERMINING THE PRESIDENT/CEO COMPENSATION. CHRISTUS HEALTH USES AN EXECUTIVE COMPENSATION COMMITTEE TO ESTABLISH AND APPROVE THE COMPENSATION OF THE FILING ORGANIZATION'S CEO/EXECUTIVE DIRECTOR. THIS COMMITTEE USES AN INDEPENDENT COMPENSATION CONSULTANT WHO PERFORMS BI-ANNUAL COMPENSATION SURVEY. THE FILING ORGANIZATION DOES NOT HAVE THE AUTHORITY TO DETERMINE AND IMPLEMENT THE METHODS USED TO ESTABLISH SUCH COMPENSATION.
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
FORM 990, SCHEDULE J, PART I, LINE 4B DEFERRED COMPENSATION INCLUDES EXECUTIVE DEFERRED INCOME ACCOUNT, SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN, AND PENSION RESTORATION PLAN. ESTIMATED PENSION BENEFITS WERE CALCULATED BASED ON THE PROVISIONS OF THE CURRENT PENSION RESTORATION PLAN AT 6% OF PENSIONABLE EARNINGS WHICH ARE OVER THE IRS LEGISLATIVE COMPENSATION LIMIT. SOME ASSOCIATES ARE GRANDFATHERED UNDER AN EARLIER LEGACY PENSION PLAN. IF A PARTICIPANT HAS PROTECTED PENSION BENEFITS UNDER SUCH LEGACY PLANS, HIS/HER PERCENTAGE IS ZERO UNDER THE SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN, AS THE PROTECTED BENEFIT IS ALREADY EQUAL TO OR BETTER THAN CURRENT MARKET.
SUPPLEMENTAL COMPENSATION INFORMATION
FORM 990, SCHEDULE J, PART II W-2 COMPENSATION MAY INCLUDE PAYMENTS RELATED TO COMPENSATION DEFERRED IN PRIOR YEARS. DEFERRED COMPENSATION MAY INCLUDE DEFERRALS OF CURRENT YEAR COMPENSATION UNDER EXECUTIVE DEFERRED INCOME ACCOUNT, SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN AND PENSION RESTORATION PLAN.
BONUS AND INCENTIVE COMPENSATION
FORM 990, SCHEDULE J, PART II, COLUMN B(II) BONUS AND INCENTIVE COMPENSATION MAY INCLUDE AMOUNTS THAT WERE DEFERRED IN A PRIOR YEAR BUT PAID OUT IN CALENDAR YEAR 2024.
DEFERRED COMPENSATION
FORM 990, SCHEDULE J, PART II, COLUMN C DEFERRED COMPENSATION INCLUDES EXECUTIVE DEFERRED INCOME ACCOUNT, SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN, EMPLOYER CONTRIBUTION TO 403(B) MATCHED SAVINGS PLAN, PENSION RESTORATION PLAN AND ESTIMATED PENSION BENEFITS UNDER CHRISTUS HEALTH CASH BALANCE PLAN. ESTIMATED PENSION BENEFITS WERE CALCULATED BASED ON THE PROVISIONS OF THE CURRENT CASH BALANCE PLAN AT 6% OF PENSIONABLE EARNINGS. SOME ASSOCIATES ARE GRANDFATHERED UNDER AN EARLIER PENSION PLAN. THESE GRANDFATHERED PARTICIPANTS, BASED ON COMPUTATION AT THE TIME OF THEIR RETIREMENT, WILL RECEIVE THE LARGER OF THE RETIREMENT BENEFIT COMPUTED UNDER THE CASH BALANCE PLAN COMPARED TO THE PREVIOUS PENSION PLAN. DUE TO THE COMPLEXITY OF CALCULATING AN ACCURATE BENEFIT COST FOR GRANDFATHERED PARTICIPANTS, THE FORM 990 REPORTS AS PENSION BENEFITS THEIR ANNUAL ESTIMATED CASH BALANCE PLAN ACCRUAL.
SEVERANCE PAYMENTS
FORM 990, SCHEDULE J, PART I, LINE 4A THE FOLLOWING INDIVIDUAL RECEIVED SEVERANCE PAYMENTS: NONE

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.

Provenance

Return type
form_990
Tax year
2024
Filed
15 May 2026
IRS schema version
2024v5.2
Source object
202601259349302665

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.