SISTERS OF ST JOSEPH CHARITABLE FUND INC: Form 990, tax year 2024
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- Organization
- SISTERS OF ST JOSEPH CHARITABLE FUND INC (EIN 55-0751850)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-10-14
- IRS object ID
- 202512879349301376
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-14T15:18:34-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 550538163 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUTTLE & STALNAKER PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 STAR AVENUE STE 220 | AddressLine1Txt |
| City | PARKERSBURG | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550751850 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SISTERS OF ST JOSEPH CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FUND INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIST | BusinessNameControlTxt |
| Phone | 3044246080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4440 | AddressLine1Txt |
| City | PARKERSBURG | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RENEE STEFFEN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3044246080 | PhoneNum |
| Signature | 2025-10-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN M MORGAN CPA | PreparerPersonNm |
| PTIN | P01499372 | PTIN |
| Phone | 3044856584 | PhoneNum |
| Preparation | 2025-10-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SISTERS HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RENEE STEFFEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4440 | AddressLine1Txt |
| City | PARKERSBURG | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,116,210 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SISTERSHEALTHFDN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | WV | LegalDomicileStateCd |
| Activity Or 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,757,808 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,103,576 | CYInvestmentIncomeAmt |
| PY Other Revenue | $19,258 | PYOtherRevenueAmt |
| CY Other Revenue | $12,634 | CYOtherRevenueAmt |
| PY Total Revenue | $1,777,066 | PYTotalRevenueAmt |
| CY Total Revenue | $2,116,210 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,444,698 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,090,679 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $358,711 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $391,868 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $176,886 | PYOtherExpensesAmt |
| CY Other Expenses | $189,464 | CYOtherExpensesAmt |
| PY Total Expenses | $1,980,295 | PYTotalExpensesAmt |
| CY Total Expenses | $1,672,011 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$203,229 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $444,199 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,890,547 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,786,257 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $756,652 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $407,939 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,133,895 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,378,318 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,532,724 | ExpenseAmt |
| Grant | $1,090,679 | GrantAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $1,532,724 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENEE STEFFEN EXECUTIVE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3044246080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4440 | AddressLine1Txt |
| City | PARKERSBURG | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26104 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| CYNTHIA ALKIRE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JO ANN POWELL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARK AUGENSTEIN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANGIE DOMICO-COX | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GWEN CRUM | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SHERRY WEST | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JIM OFFENBERGER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SHERRY SHAMBLIN | ||||||
| PRESIDENT | 2.00 | $0 | $0 | $0 | Yes (X) | |
| JENNIFER RANDOLPH | ||||||
| TREASURER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| DAVE DROZEK | ||||||
| VICE PRESIDENT | 2.00 | $0 | $0 | $0 | Yes (X) | |
| KATHLEEN ROEDERSHEIMER | ||||||
| SECRETARY | 2.00 | $0 | $0 | $0 | Yes (X) | |
| RENEE STEFFEN | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $108,939 | $0 | $25,620 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $108,939 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $25,620 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $705,687 | TotalRevenueColumnAmt |
| Exclusion | $705,687 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,397,889 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,397,889 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,397,889 | TotalRevenueColumnAmt |
| Exclusion | $1,397,889 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,634 | TotalRevenueColumnAmt |
| Exclusion | $12,634 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $12,634 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,116,210 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,116,210 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,090,679 | TotalAmt |
| Program Services | $1,090,679 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,760 | TotalAmt |
| Program Services | $262,654 | ProgramServicesAmt |
| Management And General | $38,106 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,650 | TotalAmt |
| Program Services | $1,441 | ProgramServicesAmt |
| Management And General | $209 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,945 | TotalAmt |
| Program Services | $59,336 | ProgramServicesAmt |
| Management And General | $8,609 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,513 | TotalAmt |
| Program Services | $18,787 | ProgramServicesAmt |
| Management And General | $2,726 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,020 | TotalAmt |
| Program Services | $10,497 | ProgramServicesAmt |
| Management And General | $1,523 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,215 | TotalAmt |
| Management And General | $75,215 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,650 | TotalAmt |
| Program Services | $5,807 | ProgramServicesAmt |
| Management And General | $843 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,756 | TotalAmt |
| Program Services | $1,534 | ProgramServicesAmt |
| Management And General | $222 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,612 | TotalAmt |
| Program Services | $21,547 | ProgramServicesAmt |
| Management And General | $3,065 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,451 | TotalAmt |
| Program Services | $22,227 | ProgramServicesAmt |
| Management And General | $3,224 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,309 | TotalAmt |
| Program Services | $26,468 | ProgramServicesAmt |
| Management And General | $3,841 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,132 | TotalAmt |
| Program Services | $5,355 | ProgramServicesAmt |
| Management And General | $777 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP FEES AND DUE | Desc |
| Total | $5,166 | TotalAmt |
| Program Services | $4,511 | ProgramServicesAmt |
| Management And General | $655 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,153 | TotalAmt |
| Program Services | $1,881 | ProgramServicesAmt |
| Management And General | $272 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,672,011 | TotalAmt |
| Program Services | $1,532,724 | ProgramServicesAmt |
| Management And General | $139,287 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $274,268 | BOYAmt |
| EOY | $235,759 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $65,512 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $65,512 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,616,279 | BOYAmt |
| EOY | $25,550,498 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,890,547 | BOYAmt |
| EOY | $25,786,257 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $756,652 | BOYAmt |
| EOY | $407,939 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $756,652 | BOYAmt |
| EOY | $407,939 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,133,895 | BOYAmt |
| EOY | $25,378,318 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,133,895 | BOYAmt |
| EOY | $25,378,318 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,890,547 | BOYAmt |
| EOY | $25,786,257 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $444,199 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $800,224 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONGREGATION OF THE SISTERS OF ST JOSEPH MINISTRIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800197684 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $65,512 | OtherCostOrOtherBasisAmt |
| Depreciation | $65,512 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (58 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| HOCKING ATHENS PERRY COMMUNITY ACTION | |||||||||
| 3 CARDARAS DRIVE | GLOUSTER | OH | 45732 | 310718322 | 501C3 | $30,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| RURAL ACTION | |||||||||
| 9030 HOCKING HILLS DRIVE | THE PLAINS | OH | 45780 | 311124220 | 501C3 | $22,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| SW RESOURCES | |||||||||
| 1007 MARY STREET | PARKERSBURG | WV | 26101 | 550479290 | 501C3 | $30,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| WASHINGTON COUNTY HOMELESS PROJECT | |||||||||
| PO BOX 203 | MARIETTA | OH | 45750 | 814373248 | 501C3 | $20,855 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| HOPE HOUSE | |||||||||
| PO BOX 323 | RAVENSWOOD | WV | 26164 | 841729945 | 501C3 | $20,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| ELY CHAPMAN EDUCATION FOUNDATION | |||||||||
| 403 SCAMMEL STREET | MARIETTA | OH | 45750 | 311636383 | 501C3 | $16,800 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| MARIETTA COLLEGE | |||||||||
| 215 FIFTH STREET | MARIETTA | OH | 45750 | 314379584 | 501C3 | $45,600 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| THE WIRT COUNTY MISSIONAL GROUP LLC | |||||||||
| 282 MILL STREAM RD | ELIZABETH | WV | 26143 | 463660876 | 501C3 | $5,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| COMMUNITY RESOURCES INC | |||||||||
| 1037 MARKET STREET | PARKERSBURG | WV | 26101 | 550661130 | 501C3 | $15,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| MY SISTER'S PLACE | |||||||||
| PO BOX 1158 | ATHENS | OH | 45701 | 310929900 | 501C3 | $20,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| PHILANTHROPY WV | |||||||||
| PO BOX 1584 | MORGANTOWN | WV | 26507 | 550721553 | 501C3 | $7,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| MOV HEALTH DEPARTMENT | |||||||||
| 1824 MURDOCH AVE SUITE A 101 | PARKERSBURG | WV | 26101 | 550619203 | 501C3 | $50,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| WESTBROOK HEALTH SERVICES INC | |||||||||
| 2121 7TH STREET | PARKERSBURG | WV | 26101 | 550484662 | 501C3 | $5,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| PARKERSBURG AREA COALITION FOR THE HOMELESS INC (HOUSE TO HOME) | |||||||||
| P O BOX 1045 | PARKERSBURG | WV | 26101 | 550699743 | 501C3 | $11,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| THE COMMUNITY ACTION PROGRAM CORPORATION OF WASHINGTON-MORGAN COUNTIES OHIO | |||||||||
| 218 PUTNAM ST | MARIETTA | OH | 45750 | 310738285 | 501C3 | $5,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| AMERICAN FRIENDS SERVICE COMMITTEE | |||||||||
| 1201 PORTER CREEK | MILTON | WV | 25541 | 231352010 | 501C3 | $5,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| BOYS & GIRLS CLUB OF PARKERSBURG | |||||||||
| 1200 MARY STREET | PARKERSBURG | WV | 26101 | 550476226 | 501C3 | $13,400 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| AMERICAN RED CROSS OF THE OHIO RIVER VALLEY | |||||||||
| 220 8TH STREET | PARKERSBURG | WV | 26101 | 530196605 | 501C3 | $30,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| AMPUTEE CENTER | |||||||||
| 2311 OHIO AVE STE B | PARKERSBURG | WV | 26101 | 853816647 | 501C3 | $15,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| ATHENS COUNTY FOUNDATION | |||||||||
| PO BOX 366 | ATHENS | OH | 45701 | 311040215 | 501C3 | $10,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| ATHENS MENTAL HEALTH DBA THE GATHERING PLACE | |||||||||
| 7 NORTH CONGRESS STREET | ATHENS | OH | 45701 | 237099743 | 501C3 | $19,400 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| BOYS & GIRLS CLUB OF PLEASANT COUNTY | |||||||||
| 605 CHERRY STREET SUITE 101 | SAINT MARYS | WV | 26170 | 550761328 | 501C3 | $17,500 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| CALHOUN COUNTY COMMITTEE ON AGING INC | |||||||||
| 105 MARKET STREET | GRANTSVILLE | WV | 26147 | 550537559 | 501C3 | $10,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| CALHOUN COUNTY SCHOOLS | |||||||||
| 540 ALAN B MOLLOHAN DR | MT ZION | WV | 26151 | 556000309 | 501C3 | $25,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| CIRCLES CAMPAIGN ON THE MID-OHIO VALLEY INC | |||||||||
| PO BOX 1643 | PARKERSBURG | WV | 26102 | 454551427 | 501C3 | $5,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| COMMUNITY CREDIT COUNSELING SERVICE OF THE MID-OHIO VALLEY | |||||||||
| 2435 DUDLEY AVENUE | PARKERSBURG | WV | 26101 | 237124716 | 501C3 | $5,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| FIELD OF HOPE COMMUNITY CAMPUS INC | |||||||||
| 11821 STATE ROUTE 160 | VINTON | OH | 45686 | 274752905 | 501C3 | $20,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| FORT FRYE LOCAL SCHOOLS | |||||||||
| 510 5TH STREET | BEVERLY | OH | 45715 | 316400305 | 501C3 | $20,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| GOOD SHEPHARD EPISCOPAL CHURCH | |||||||||
| 903 CHARLES STREET | PARKERSBURG | WV | 26101 | 550356988 | 501C3 | $5,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| GOPACKS | |||||||||
| 501 FOURTH STREET | MARIETTA | OH | 45750 | 811734474 | 501C3 | $38,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| INSPIRING DREAMS NETWORK CORP | |||||||||
| 4035 RIDGEVIEW LANE | HURRICANE | WV | 25526 | 825267160 | 501C3 | $5,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| MEIGS COUNTY HEALTH DEPARTMENT | |||||||||
| 112 E MEMORIAL DRIVE | POMEROY | OH | 45769 | 260700301 | 501C3 | $25,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| MIDDLEBOURNE PARS AND RECREATION | |||||||||
| PO BOX 151 | MIDDLEBOURNE | WV | 26149 | 550775162 | 501C3 | $15,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| MID-OHIO FELLOWSHIP HOME | |||||||||
| 1030 GEROGE STREET | PARKERSBURG | WV | 26101 | 237123750 | 501C3 | $50,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| NORTH STAR CHILD ADVOCACY CENTER | |||||||||
| 200 STAR AVENUE | PARKERSBURG | WV | 26101 | 462095395 | 501C3 | $35,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| OHIO UNIVERSITY- HERITAGE COLLEGE OF OSTHEOPATHIC MEDICINE | |||||||||
| 105 RESEARCH TECHNOLOGY CENTER | ATHENS | OH | 45701 | 501C3 | $20,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | ||
| OHIOHEALTH O'BLENESS HOSPITAL | |||||||||
| 55 HOSPITAL DRIVE | ATHENS | OH | 45701 | 314446959 | 501C3 | $24,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| OLD MAN RIVERS | |||||||||
| 703 PIKE STREET | PARKERSBURG | WV | 26101 | 550727794 | 501C3 | $5,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| PERFECT PURPOSE INCORPORATED | |||||||||
| 356 STUDIO LANE | PARKERSBURG | WV | 26105 | 882595950 | 501C3 | $10,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| PILOT CLUB OF JACKSON COUNTY | |||||||||
| 613 RANDOM ROAD | RIPLEY | WV | 25271 | 550777558 | 501C3 | $5,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| RITCHIE COUNTY INTEGRATED FAMILY SERVICES | |||||||||
| PO BOX 195 | HARRISVILLE | WV | 26362 | 550539486 | 501C3 | $5,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| ROANE COUNTY BOARD OF EDUCATION | |||||||||
| 813 CAPITOL STREET | SPENCER | WV | 25276 | 556000396 | 501C3 | $16,536 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| ROANE COUNTY PATCH INC | |||||||||
| 811 MADISON AVE | SPENCER | WV | 25276 | 550721096 | 501C3 | $20,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| ROANE GENERAL HOSPITAL | |||||||||
| 200 HOSPITAL DRIVE | SPENCER | WV | 25276 | 550484469 | 501C3 | $66,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| SHATTERPROOF | |||||||||
| 101 MERRITT 7 CORPORATION PARK 1ST | NORWALK | CT | 06851 | 454619712 | 501C3 | $10,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | FLOOR |
| SOUTHEAST OHIO YOUTH MENTORING | |||||||||
| PO BOX 1199 | ATHENS | OH | 45701 | 311184053 | 501C3 | $5,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| SOUTHEASTERN OHIO CENTER FOR INDEPENDENT LIVING | |||||||||
| 418 S BROAD ST | LANCASTER | OH | 43130 | 223882498 | 501C3 | $14,627 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| ST ELIZABETH OF HUNGARY CATHOLIC CHURCH | |||||||||
| 24 BUTTERMUT ST | ELIZABETH | WV | 26143 | 550452857 | 501C3 | $5,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| THE SALVATION ARMY PARKERSBURG WV | |||||||||
| 534 5TH STREET | PARKERSBURG | WV | 26101 | 520591457 | 501C3 | $9,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| VILLAGE OF BEVERLY | |||||||||
| 919 MITCHELL AVENUE | BEVERLY | OH | 45715 | 310798664 | 501C3 | $5,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| VOICES OF CHILDREN FOUNDATION-CASA PROGRAM | |||||||||
| 305 1/2 4TH STREET | PARKERSBURG | WV | 26101 | 550750608 | 501C3 | $5,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| WASHINGTON COUNTY HARVEST OF HOPE | |||||||||
| PO BOX 902 | MARIETTA | OH | 45750 | 510569989 | 501C3 | $10,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| WASHINGTON COUNTY HEALTH DEPARTMENT | |||||||||
| 342 MUSKINGUM DRIVE | MARIETTA | OH | 45750 | 316400089 | 501C3 | $19,800 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| WAVERLY ACTIVITY CENTER | |||||||||
| 422 VIRGINIA STREET | WAVERLY | WV | 26184 | 301327389 | 501C3 | $10,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| WOMEN FOR RECOVERY | |||||||||
| PO BOX 1194 | ALBANY | OH | 45701 | 611814088 | 501C3 | $5,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| WVU FOUNDATION INC | |||||||||
| ONE WATERFRONT PLACE 7TH FL | MORGANTOWN | WV | 26507 | 556017181 | 501C3 | $15,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| WVU PARKERSBURG | |||||||||
| 300 ACMPUS DRIVE | PARKERSBURG | WV | 26104 | 550523820 | 501C3 | $15,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
| YMCA OF PARKERSBURG | |||||||||
| 1800 30TH STREET | PARKERSBURG | WV | 26104 | 550357059 | 501C3 | $5,000 | $0 | TO PROMOTE HEALTH AND WELLNESS | |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PRESENTED TO THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES. THE FINANCE COMMITTEE COMPARES AMOUNTS REPORTED ON THE FORM 990 WITH THE FINANCIAL STATEMENTS AND MAKES ANY NECESSARY INQUIRIES OF THE TAX PREPARER FOR CLARIFICATION OF ITEMS IN QUESTION. AFTER ALL QUESTIONS ARE RESOLVED, THE FINANCE COMMITTEE APPROVES THE FORM 990. IT IS THEN ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE AND SUCH IS REPORTED TO THE FULL BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, THE BOARD OF TRUSTEES DISTRIBUTES ITS CONFLICT OF INTEREST POLICY AND DISCUSSES ITS CONTENTS DURING A BOARD MEETING. UPON COMPLETION OF THE DISCUSSION REGARDING THE POLICY, ALL MEMBERS SIGN AN ACKNOWLEDGEMENT THAT THEY HAVE RECEIVED AND UNDERSTAND THE POLICY. ADDITIONALLY, ANY KNOWN CONFLICTS ARE DISCLOSED AS PART OF THIS PROCESS. BOARD MINUTES REFLECT WHEN A TRUSTEE HAS ABSTAINED FROM DISCUSSION AND VOTING DUE TO ANY ACTUAL OR PERCEIVED CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES DETERMINES COMPENSATION ANNUALLY BY PERFORMING A SURVEY OF SALARIES PAID TO OTHER LOCAL COMMUNITY LEADERS AND USES IT TO DETERMINE THAT THE CURRENT SALARY PAID TO EMPLOYEES IS REASONABLE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FUND MAKES THEIR FORM 990 AVAILABLE UPON REQUEST AND ALL COPIES ARE RETAINED IN THEIR ADMINISTRATIVE OFFICE. |
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