SISTERS OF ST JOSEPH CHARITABLE FUND INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SISTERS OF ST JOSEPH CHARITABLE FUND INC (EIN 55-0751850)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-09-10
- IRS object ID
- 201202549349300000
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-09-10T06:53:30-00:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alice M Harris CPA AC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1818 Rayon Drive | AddressLine1 |
| City | Parkersburg | City |
| State | WV | State |
| ZIP Code | 26101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550751850 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SISTERS OF ST JOSEPH CHARITABLE FUND INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SIST | NameControl |
| Phone | 3044246080 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4440 | AddressLine1 |
| City | PARKERSBURG | City |
| State | WV | State |
| ZIP Code | 26104 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Tom Whittier | Name |
| Title | Chair | Title |
| Date Signed | 2012-09-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Alice Harris | Name |
| Phone | 3044225577 | Phone |
| Date Prepared | 2012-09-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Sister Jane Harrington | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4440 | AddressLine1 |
| City | Parkersburg | City |
| State | WV | State |
| ZIP Code | 26104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1086937 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.ssjcharitablefund.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | WV | StateLegalDomicile |
| Activity Or Mission Description | To support the benevolent, charitable, scientific, religious and educational activities of public charitable corporations. To perform, foster and support acts of Christian charity amoung the sick, ailing and needy and to provide resources for the restoration of health and the prevention of disease. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Current Year | 22532 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4326361 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1064405 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 25 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4326386 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1086937 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 610252 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 739730 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 94713 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 94939 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 244677 | OtherExpensePriorYear |
| Other Expenses Current Year | 268115 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 949642 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1102784 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3376744 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -15847 | RevenuesLessExpensesCY |
| Total Assets BOY | 23534256 | TotalAssetsBOY |
| Total Assets EOY | 22300881 | TotalAssetsEOY |
| Total Liabilities BOY | 162329 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 57477 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 23371927 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 22243404 | NetAssetsOrFundBalancesEOY |
| Mission Description | To support the benevolent, charitable, schentific, religious and educational activities of public charitable corporations. To perform, foster and support acts of Christian charity amoung the sick, ailing and needy and to provide resources for the restoration of health and the prevention of disease. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1020224 | Expense |
| Description | The Organization provides resources for the restoration of health and prevention of disease and to promote educational programs. The Organization serves eleven counties including Jackson, Roane, Ritchie, Calhoun, Wirt, Wood, Tyler, and Pleasants in West Virginia and Meigs, Athens, and Washington in Ohio. | Description |
| Total Program Service Expense | 1020224 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | false | ScheduleORequired |
| Number Forms Transmitted With1096 | 4 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CYNTHIA DRENNAN | NamePerson |
| Telephone Number | 3042328160 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4440 | AddressLine1 |
| City | PARKERSBURG | City |
| State | WV | State |
| ZIP Code | 26102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| Tom Whittier | |||||
| Chair | 002.00 | X | 0 | 0 | 0 |
| Virginia Yeager | |||||
| Vice Chair | 002.00 | X | 0 | 0 | 0 |
| Libby Brokaw | |||||
| Secretary | 002.00 | X | 0 | 0 | 0 |
| David Righter | |||||
| Treasurer | 002.00 | X | 0 | 0 | 0 |
| Judith Ann Teufel | |||||
| Director | 002.00 | X | 0 | 0 | 0 |
| Kathleen Trace | |||||
| Director | 002.00 | X | 0 | 0 | 0 |
| Robert D'Avria | |||||
| Director | 002.00 | X | 0 | 0 | 0 |
| Larry Gainer | |||||
| Director | 002.00 | X | 0 | 0 | 0 |
| Mary Palmer | |||||
| Director | 002.00 | X | 0 | 0 | 0 |
| Diane Ludwig | |||||
| Director | 002.00 | X | 0 | 0 | 0 |
| Louise Reese | |||||
| Director | 002.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 22532 | AllOtherContributions |
| Total Contributions | 22532 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1064405 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1064405 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1086937 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1064405 | RelatedOrExemptFunctionIncome |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 739730 | Total |
| Program Services | 739730 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53084 | Total |
| Program Services | 42158 | ProgramServices |
| Management And General | 10926 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35534 | Total |
| Program Services | 28222 | ProgramServices |
| Management And General | 7312 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6321 | Total |
| Program Services | 5020 | ProgramServices |
| Management And General | 1301 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158204 | Total |
| Program Services | 125642 | ProgramServices |
| Management And General | 32562 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11550 | Total |
| Management And General | 11550 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6849 | Total |
| Program Services | 5439 | ProgramServices |
| Management And General | 1410 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11223 | Total |
| Program Services | 7868 | ProgramServices |
| Management And General | 3355 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2752 | Total |
| Program Services | 2186 | ProgramServices |
| Management And General | 566 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23481 | Total |
| Program Services | 18649 | ProgramServices |
| Management And General | 4832 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9345 | Total |
| Program Services | 7422 | ProgramServices |
| Management And General | 1923 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2925 | Total |
| Program Services | 2323 | ProgramServices |
| Management And General | 602 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Gifts and donations | 11557 | 11557 | |
| Membership fees and dues | 3679 | 2922 | 757 |
| Professional development | 11820 | 9387 | 2433 |
| Telephone | 2752 | 2186 | 566 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11978 | Total |
| Program Services | 9513 | ProgramServices |
| Management And General | 2465 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1102784 | Total |
| Program Services | 1020224 | ProgramServices |
| Management And General | 82560 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 315249 | BOY |
| EOY | 196333 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1663 | BOY |
| EOY | 1663 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 79640 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 62329 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9090 | BOY |
| EOY | 17311 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23208254 | BOY |
| EOY | 22085574 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23534256 | BOY |
| EOY | 22300881 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 162329 | BOY |
| EOY | 57477 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 162329 | BOY |
| EOY | 57477 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21951229 | BOY |
| EOY | 20899346 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1420698 | BOY |
| EOY | 1344058 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23371927 | BOY |
| EOY | 22243404 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23534256 | BOY |
| EOY | 22300881 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -15847 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1112676 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Congregation of St Joseph Wheeling | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550401701 | EIN |
| Type Of Organization | 5 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Supported Organization Notified | true | SupportedOrganizationNotified |
| Organized In US | true | OrganizedInUS |
| Amount | $1,102,784 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 1102784 | SumOfAmounts |
| Public Support Pertcentage170 | 0.00000 | PublicSupportPertcentage170 |
| Public Support Percentage509 | 0.00000 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Included On FS | false | IncludedOnFS |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 79640 | OtherCostOrOtherBasis |
| Depreciation | 62329 | Depreciation |
| Book Value | 17311 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 17311 | TotalOfBookValueLandBuildings |
| Total Revenue | 1086937 | TotalRevenue |
| Total Expenses | 1102784 | TotalExpenses |
| Excess Or Deficit For Year | -15847 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -15847 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | -25739 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1112676 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -1112676 | RevenueNotRptdF990 |
| Revenue Subtotal | 1086937 | RevenueSubtotal |
| Total Revenue Per Form990 | 1086937 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1102784 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 1102784 | ExpensesSubtotal |
| Total Expenses Per Form990 | 1102784 | TotalExpensesPerForm990 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (39 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|---|---|---|
| American Red Cross MOV | |||||
| 220 8th St | Parkersburg | WV | 26101 | 501 c3 | 10000 |
| Athens Mental Health | |||||
| 7 North Congress St | Athens | OH | 45701 | 501 c3 | 15000 |
| Children's Home Society | |||||
| PO Box 2942 | Charleston | WV | 25330 | 501 c3 | 25000 |
| Children's Hunger Alliance | |||||
| 370 5th St | Columbus | OH | 43201 | 501 c3 | 13900 |
| Good Samaritan Clinic | |||||
| 418 Park Dr | Parkersburg | WV | 26105 | 501 c3 | 15000 |
| Sacred Heart Parish | |||||
| 161 Mulberry St | Pomeroy | OH | 45769 | 501 c3 | 21000 |
| Washington County Free Clinic | |||||
| PO Box 804 | Marietta | OH | 45750 | 501 c3 | 33500 |
| Ohio University | |||||
| 057 Grosvenor Hall | Athens | OH | 45701 | 501 c3 | 25000 |
| MOV Regional Council | |||||
| PO Box 247 | Parkersburg | WV | 26101 | 501 c3 | 6000 |
| Mid Ohio Valley Fellowship Home | |||||
| 1030 George St | Parkersburg | WV | 26101 | 501 c3 | 28900 |
| Kids On Campus | |||||
| Ohio University | Athens | OH | 45701 | 501 c3 | 13000 |
| Boys & Girls Club Pleasants Co | |||||
| 605 Cherry St | St Marys | WV | 26170 | 501 c3 | 10000 |
| Paper Circle | |||||
| PO Box 117 | Athens | OH | 45701 | 501 c3 | 25000 |
| Marietta College | |||||
| 215 5th St | Marietts | OH | 45750 | 501 c3 | 15000 |
| Gabriel Project | |||||
| 521 Market St | Parkersburg | WV | 26101 | 501 c3 | 15000 |
| Volunteer Action Center | |||||
| 521 Market St 6 | Parkersburg | WV | 26101 | 501 c3 | 15000 |
| Meigs Cooperative Parish | |||||
| PO Box 171 | Pomeroy | OH | 45769 | 501 c3 | 14920 |
| First Presbyterian Church | |||||
| 1341 Juliana St | Parkersburg | WV | 26101 | 501 c3 | 15000 |
| Camden Clark Medical Center | |||||
| 800 Garfield Ave | Parkersburg | WV | 26101 | 501 c3 | 50000 |
| Mid Ohio Valley Health Dept | |||||
| 211 6th St | Parkersburg | WV | 26101 | 501 c3 | 30000 |
| WV Health Right Inc | |||||
| 1520 Washington St | Charleston | WV | 25301 | 501 c3 | 15000 |
| Sistersville General Hospital | |||||
| 314 S Wells St | SIstersville | WV | 26175 | 501 c3 | 5000 |
| Peer Support Inc | |||||
| 1517 19th St | Parkersburg | WV | 26101 | 501 c3 | 5000 |
| Sacred Heart Catholic Church | |||||
| 2222 Ohio River Rd | Point Pleasant | WV | 25550 | 501 c3 | 9500 |
| Athens County Habitat for Humanity | |||||
| 529 West Union St | Athens | OH | 45701 | 501 c3 | 10000 |
| Marietta YMCA | |||||
| 300 N 7th St | Marietta | OH | 45750 | 501 c3 | 5000 |
| St Pauls United Methodist Church | |||||
| 219 11th St | Parkersburg | WV | 26101 | 501 c3 | 25000 |
| West Virginia University Foundation | |||||
| PO Box 1650 | Morgantown | WV | 26507 | 501 c3 | 49000 |
| Community Food Initiative | |||||
| 94 Columbus Rd | Athens | OH | 45701 | 501 c3 | 28000 |
| Athens Community Arts & Rec | |||||
| 710 East State St | Athens | OH | 45701 | 501 c3 | 10000 |
| Ely Chapman Community Foundation | |||||
| 403 Scammel St | Marietta | OH | 45750 | 501 c3 | 10000 |
| Washington County Community Action | |||||
| 218 Putman Street | Marietta | OH | 45750 | 501 c3 | 5000 |
| Rural Action - Fresh Stops | |||||
| PO Box 157 | Trimble | OH | 45782 | 501 c3 | 25000 |
| Federal Hocking School District | |||||
| 8461 Ohio 144 | Stewart | OH | 45778 | 501 c3 | 5000 |
| WV University Parkersburg | |||||
| 100 Campus Drive | Parkersburg | WV | 26101 | 501 c3 | 13000 |
| Pilot Club of Jackson County | |||||
| 803 S Ritchie Ave | Ravenswood | WV | 26164 | 501 c3 | 7500 |
| Washington County Health Dept | |||||
| 342 Muskingdom Dr | Marietta | OH | 45750 | 501 c3 | 10000 |
| Live Healthy Apalachia | |||||
| PO Box 930 | Athens | OH | 45701 | 501 c3 | 15000 |
| Marietta College | |||||
| 215 5th Street | Marietta | OH | 45750 | 501 c3 | 52115 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 39 | TotalNbrOf501C3AndGovtGrants |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990 Part XI | 5 | Other changes in net assets are net unrealized losses on investments which total 1,112,676. |
| Form 990 Part VI | 10 | 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 audited 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 filed with the Internal Revenue Service and such is reported to the full Board of Directors. |
| Form 990 Part VI | 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 acknowledgment 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 | 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. The Executive Directors position is contracted through the Congregation of St. Joseph Wheeling and the contract is approved by the Board of Trustees. |
| Form 990 Part VI | 19 | The Organization makes its Form 990 available upon request and all copies are retained in its administrative office. |
| Form 990 Part XI Line 5 Other changes in net assets are net unrealized losses on investments which total 1,112,676. Form 990 Part VI Section A Line 10 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 audited 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 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 acknowledgment 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. The Executive Directors position is contracted through the Congregation of St. Joseph Wheeling and the contract is approved by the Board of Trustees. Form 990 Part VI Section B Line 19 The Organization makes its Form 990 available upon request and all copies are retained in its administrative office. |
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