- Revenue 2024
- $7,358,887
- Expenses 2024
- $6,377,675
Program services were 65.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- Classification
- 1700
- Street
- 3700 E LINCOLN ST
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Group exemption
A subordinate covered by the group exemption of UNITED STATES CATHOLIC CONFERENCE (EIN 53-0196617). matched by us
The IRS lists each organization's group exemption number; we match a subordinate to its central organization by that number and the affiliation code the IRS assigns.
Mission and programs · 2024
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 $2,538,903 · Revenue $3,998,280
-
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 $1,640,211 · Revenue $2,583,015
-
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 2024 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
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
- $374,549
- From this org
- $328,954
- From related orgs
- $0
- Other
- $45,595
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $328,954
- Bonus
- $0
- Other
- $0
- Deferred
- $32,103
- Nontaxable benefits
- $13,492
- Filer's total
- $374,549
-
Rich CaseyRICH CASEY
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
John HannigJOHN HANNIG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Mark CassinoMARK CASSINO
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Sr Marie Hogan CsjSR MARIE HOGAN CSJ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Sr Pat Warbritton CsjSR PAT WARBRITTON CSJ
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Colleen Conway CooneyCOLLEEN CONWAY COONEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Carolyn WilhelmCAROLYN WILHELM
CHIEF FINANCIAL OFFICER
- Total calculated
- $205,224
- From this org
- $187,022
- From related orgs
- $0
- Other
- $18,202
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $187,022
- Bonus
- $0
- Other
- $0
- Deferred
- $18,202
- Nontaxable benefits
- $0
- Filer's total
- $205,224
-
Shanna CarverSHANNA CARVER
DIRECTOR OF OPERATIONS
- Total calculated
- $156,105
- From this org
- $129,988
- From related orgs
- $0
- Other
- $26,117
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $129,988
- Bonus
- $0
- Other
- $0
- Deferred
- $12,625
- Nontaxable benefits
- $13,492
- Filer's total
- $156,105
-
Ruth NelsonRUTH NELSON
DIRECTOR OF CLINICAL OPERA
- Total calculated
- $168,558
- From this org
- $129,827
- From related orgs
- $0
- Other
- $38,731
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $129,827
- Bonus
- $0
- Other
- $0
- Deferred
- $12,608
- Nontaxable benefits
- $26,123
- Filer's total
- $168,558
-
Grace SmithGRACE SMITH
DIRECTOR OF CLINICAL OPERA
- Total calculated
- $198,273
- From this org
- $150,755
- From related orgs
- $0
- Other
- $47,518
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $150,755
- Bonus
- $0
- Other
- $0
- Deferred
- $14,661
- Nontaxable benefits
- $32,857
- Filer's total
- $198,273
-
Gabriel StollGABRIEL STOLL
CSJI-TIFFIN EXECUTIVE DIRE
- Total calculated
- $183,596
- From this org
- $137,391
- From related orgs
- $0
- Other
- $46,205
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $137,391
- Bonus
- $0
- Other
- $0
- Deferred
- $13,348
- Nontaxable benefits
- $32,857
- Filer's total
- $183,596
-
Dana VelottaDANA VELOTTA
CENTER ADMINISTRATOR
- Total calculated
- $159,880
- From this org
- $115,787
- From related orgs
- $0
- Other
- $44,093
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $115,787
- Bonus
- $0
- Other
- $0
- Deferred
- $11,236
- Nontaxable benefits
- $32,857
- Filer's total
- $159,880
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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $7,358,887
- Expenses
- $6,377,675
- Contributions
- $0
- Grants paid
- $0
-
2023
- Revenue
- $6,450,996
- Expenses
- $5,769,115
- Contributions
- $0
- Grants paid
- $0
-
2022
- Revenue
- $5,655,344
- Expenses
- $5,357,625
- Contributions
- $0
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $5,505,429
- Expenses
- $5,095,741
- Assets (EOY)
- $11,633,530
-
2020 · 990
- Revenue
- $5,673,238
- Expenses
- $4,647,973
- Assets (EOY)
- $12,767,685
-
2019 · 990
- Revenue
- $5,240,623
- Expenses
- $4,559,787
- Assets (EOY)
- $11,521,682
-
2018 · 990
- Revenue
- $4,346,096
- Expenses
- $4,135,077
- Assets (EOY)
- $10,200,797
-
2017 · 990
- Revenue
- $4,187,287
- Expenses
- $3,315,416
- Assets (EOY)
- $10,104,738
-
2014 · 990
- Revenue
- $10,709,179
- Expenses
- $725,318
- Assets (EOY)
- $9,835,888
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
CONGREGATION OF THE SISTERS OF ST JOSEPH INC
501(C)(3) · RELIGIOUS ORGANIZATION · WV
-
501(C)(3) · PROVIDE AFFORDABLE ELDERLY HOUSING · MI
-
501(C)(3) · PROVIDE AFFORDABLE ELDERLY HOUSING · KS
-
501(C)(3) · PROVIDE AFFORDABLE ELDERLY HOUSING · OH
-
501(C)(3) · PROVIDE AFFORDABLE ELDERLY HOUSING · OH
-
501(C)(3) · PROVIDE AFFORDABLE ELDERLY HOUSING · OH
-
501(C)(3) · PROVIDE AFFORDABLE ELDERLY HOUSING · OH
-
501(C)(3) · PROVIDE AFFORDABLE ELDERLY HOUSING · IL
-
501(C)(3) · PROVIDE AFFORDABLE ELDERLY HOUSING · WV
Declared as related by
-
On its 2024 return
-
CONGREGATION OF THE SISTERS OF ST JOSEPH MINISTRIES INC
On its 2024 return
-
On its 2024 return
-
On its 2024 return
-
DILLON COMPLEX FOR INDEPENDENT LIVING INC
On its 2024 return
-
On its 2024 return
-
On its 2024 return
-
On its 2024 return
-
On its 2023 return
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.