SISTERS OF ST JOSEPH HEALTHCARE FOUNDATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- SISTERS OF ST JOSEPH HEALTHCARE FOUNDATION (EIN 33-0532423)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-04-12
- IRS object ID
- 201101029349300110
- Schema version
- 2009v1.7
- 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 | 2011-04-12T13:00:56-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HBLA Certified Public Accountants Inc | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19600 FAIRCHILD STE 320 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330532423 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SISTERS OF ST JOSEPH HEALTHCARE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SIST | NameControl |
| Phone | 7146338121 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 S BATAVIA | AddressLine1 |
| City | ORANGE | City |
| State | CA | State |
| ZIP Code | 92668 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SR MARY ROGERS CSJ | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 7146338121 | Phone |
| Date Signed | 2011-04-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ED BENOE | Name |
| Phone | 9498332815 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SR MARY ROGERS CSJ | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 S BATAVIA | AddressLine1 |
| City | ORANGE | City |
| State | CA | State |
| ZIP Code | 92668 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 30078897 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | n/a | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1992 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | ADDRESS THE NEEDS OF THE WORKING AND INDIGENT POOR IN SOUTHERN CALIFORNIA, THE SAN FRANCISCO BAY AREA, AND HUMBOLDT COUNTY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 136557 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1249329 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 136557 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1249329 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1848150 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1859500 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 164126 | OtherExpensePriorYear |
| Other Expenses Current Year | 167162 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2012276 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2026662 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1875719 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -777333 | RevenuesLessExpensesCY |
| Total Assets BOY | 30508830 | TotalAssetsBOY |
| Total Assets EOY | 32110518 | TotalAssetsEOY |
| Total Liabilities BOY | 860 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6650 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 30507970 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 32103868 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO ADMINISTER FUNDS TO ORGANIZATIONS WHICH ADDRESS THE NEEDS OF THE WORKING AND INDIGENT POOR IN SOUTHERN CALIFORNIA, THE SAN FRANCISCO BAY AREA, AND HUMBOLDT COUNTY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1859500 | Expense |
| Grants | 1859500 | Grants |
| Description | THE FOUNDATION AWARDED 55 GRANTS. THE GRANTS PROVIDE FUNDING TO ORGANIZATIONS WHICH ADDRESS THE NEEDS OF THE WORKING AND INDIGENT POOR IN SOUTHERN CALIFORNIA, THE SAN FRANCISCO BAY AREA, AND HUMBOLDT COUNTY. | Description |
| Total Program Service Expense | 1859500 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAPLAN BELLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7146338121 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 S BATAVIA | AddressLine1 |
| City | ORANGE | City |
| State | CA | State |
| ZIP Code | 92668 | 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 | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| CLARENCE W RAY | ||||||
| BOARD CHAIR | 3.00 | X | X | 0 | 0 | 0 |
| SR MARY ROGERS CSJ | ||||||
| exECUTIVE DIRECTOR | 4.00 | X | X | 0 | 0 | 0 |
| SR JEANNETTE BLACK CSJ | ||||||
| secretary | 3.00 | X | X | 0 | 0 | 0 |
| SR MICHELLE TOCHTROP CSJ | ||||||
| MEMBER | 3.00 | X | 0 | 0 | 0 | |
| SR MARY GENEVA BONHOTE CSJ | ||||||
| MEMBER | 3.00 | X | 0 | 0 | 0 | |
| MICHELLE MYLES CHAMBERS | ||||||
| vice chair | 3.00 | X | X | 0 | 0 | 0 |
| NANCY DIXON | ||||||
| MEMBER | 3.00 | X | 0 | 0 | 0 | |
| SIDNEY KIRKUP | ||||||
| MEMBER | 3.00 | X | 0 | 0 | 0 | |
| joseph m lumarda | ||||||
| FINANCE COMMITTEE CHAIR | 3.00 | X | 0 | 0 | 0 | |
| SR cecilia magladry CSJ | ||||||
| MEMBER | 3.00 | X | 0 | 0 | 0 | |
| kathy shanahan hayes | ||||||
| meMBER | 3.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 790966 | TotalRevenueColumn |
| Exclusion | $790,966 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 29287931 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 28829568 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 458363 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 458363 | TotalRevenueColumn |
| Exclusion | $458,363 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1249329 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,249,329 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1859500 | Total |
| Program Services | 1859500 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94884 | Total |
| Management And General | 94884 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1516 | Total |
| Management And General | 1516 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1292 | Total |
| Management And General | 1292 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5000 | Total |
| Management And General | 5000 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2170 | Total |
| Management And General | 2170 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 476 | Total |
| Management And General | 476 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| CONSULTANTS | 50630 | 50630 |
| PROFESSIONAL MEMBERSHIP | 6000 | 6000 |
| purchased services | 4465 | 4465 |
| MISCELLANEOUS EXPENSES | 657 | 657 |
| dues & subscriptions | 72 | 72 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2026662 | Total |
| Program Services | 1859500 | ProgramServices |
| Management And General | 167162 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 252636 | BOY |
| EOY | 84139 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 23319 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 23319 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 477 | BOY |
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30141021 | BOY |
| EOY | 31899452 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114696 | BOY |
| EOY | 126927 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30508830 | BOY |
| EOY | 32110518 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 5000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 860 | BOY |
| EOY | 1650 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 860 | BOY |
| EOY | 6650 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30507970 | BOY |
| EOY | 32103868 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30507970 | BOY |
| EOY | 32103868 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30508830 | BOY |
| EOY | 32110518 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SISTERS OF ST JOSEPH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951643383 | EIN |
| Type Of Organization | 1 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 23319 | OtherCostOrOtherBasis |
| Depreciation | 23319 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | other liabilities | Description |
| Amount | $1,650 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1650 | TotalOfAmounts |
| Total Revenue | 1249329 | TotalRevenue |
| Total Expenses | 2026662 | TotalExpenses |
| Excess Or Deficit For Year | -777333 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2373231 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 2373231 | TotalAdjustments |
| Excess Or Deficit Per FS | 1595898 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1154445 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 1154445 | RevenueSubtotal |
| Other Revenues Not Included | 94884 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 94884 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1249329 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1931778 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1931778 | ExpensesSubtotal |
| Other Expenses Not Included | 94884 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 94884 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2026662 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XII, Line 4b - Other Adjustments: | INVESTMENT MANAGEMENT FEES : 94884. |
| Part XIII, Line 4b - Other Adjustments: | INVESTMENT MANAGEMENT FEES : 94884. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (55 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Acacia Adult Day Services Inc | |||||||
| 11391 Acacia Parkway | Garden Grove | CA | 92840 | 953509323 | 501 (c)(3) | 14000 | Participant Scholarships |
| Access OCVolunteer Center of Orange County | |||||||
| 25283 Cabot Road 101 | Laguna Hills | CA | 92653 | 952021700 | 501 (c)(3) | 50000 | Outpatient Surgery Program |
| Age Well Senior Services Inc | |||||||
| 24300 El Toro Road A2000 | Laguna Woods | CA | 92653 | 931163563 | 501 (c)(3) | 25000 | Food Assistance for Seniors |
| Age Well Senior Services Inc | |||||||
| 24300 El Toro Road A2000 | Laguna Woods | CA | 92653 | 931163563 | 501 (c)(3) | 23000 | Home Delivered Meals--Homebound Elderly |
| AIDS Services Foundation Orange County | |||||||
| 17982 Sky Park Circle Suite J | Irvine | CA | 92614 | 330126481 | 501 (c)(3) | 30000 | Latino Mental Health Services for Women and Families |
| Alzheimer's Family Services Center | |||||||
| 9451 Indianapolis Avenue | Huntington Beach | CA | 92646 | 953463975 | 501 (c)(3) | 25000 | Family Dementia Services |
| Assistance League of Santa Ana | |||||||
| 1037 West First Street | Santa Ana | CA | 92703 | 952126982 | 501 (c)(3) | 35000 | Dental Center |
| Bar Association of San Francisco VLSP | |||||||
| 301 Battery Street 3rd Floor | San Francisco | CA | 94111 | 942931349 | 501 (c)(3) | 35000 | Homeless Advocacy Project |
| Boys & Girls Clubs of Garden Grove | |||||||
| 10540 Chapman Ave | Garden Grove | CA | 92840 | 956112702 | 501 (c)(3) | 50000 | Outreach and Collaboration |
| California Parenting Institute | |||||||
| 3650 Standish Avenue | Santa Rosa | CA | 95407 | 942541640 | 501 (c)(3) | 35000 | Child Abuse Treatment Program |
| Casa Cornelia Law Center | |||||||
| 2760 Fifth Avenue 200 | San Diego | CA | 92103 | 330719221 | 501 (c)(3) | 40000 | Detained Unaccompanied Children Program |
| CASA of Sonoma | |||||||
| PO Box 1418 | Kenwood | CA | 95452 | 680404770 | 501 (c)(3) | 20000 | At-Risk, Transitional-Age Foster Youths |
| Catholic Charities Diocese of Santa Rosa | |||||||
| PO Box 4900 | Santa Rosa | CA | 95402 | 942479393 | 501 (c)(3) | 30000 | Rainbow House |
| Catholic Charities of Orange County Inc | |||||||
| 1820 E 16th Street | Santa Ana | CA | 92701 | 953031389 | 501 (c)(3) | 75000 | Food assistance and counseling services |
| Catholic Charities San BernardinoRiverside | |||||||
| 1450 North D Street | San Bernardino | CA | 92405 | 953516461 | 501 (c)(3) | 50000 | Food assistance |
| Children's Health Initiative | |||||||
| 1120 West La Veta Avenue Suite 200 | Orange | CA | 92868 | 952557063 | 501 (c)(3) | 60000 | Salaries for CAAs |
| Children's Health Initiative | |||||||
| 1120 West La Veta Avenue Suite 200 | Orange | CA | 92868 | 952557063 | 501 (c)(3) | 50000 | Healthcare for Low-Income Children |
| Community Action Partnership of Sonoma County | |||||||
| 1300 N Dutton Avenue | Santa Rosa | CA | 95401 | 941648949 | 501 (c)(3) | 30000 | Sloan House Emergency Shelter for Women |
| Community Service Programs Inc (CPS) | |||||||
| 1821 E Dyer Road Suite 200 | Santa Ana | CA | 92705 | 953167866 | 501 (c)(3) | 40000 | CSP Beach Youth Shelter |
| Eureka Rescue Mission | |||||||
| PO Box 76 | Eureka | CA | 95502 | 946135983 | 501 (c)(3) | 40000 | Food assistance |
| Family Emergency Shelter Coalition | |||||||
| 21455 Birch Street 5 | Hayward | CA | 94541 | 943029991 | 501 (c)(3) | 20000 | Case Management |
| Fresno Economic Opportunities Commission (FCEOC) | |||||||
| 1920 Mariposa Mall Suite 300 | Fresno | CA | 93721 | 941606519 | 501 (c)(3) | 50000 | Sanctuary Outreach to the Streets |
| Fresno Economic Opportunities Commission (FCEOC) | |||||||
| 1920 Mariposa Mall Suite 300 | Fresno | CA | 93721 | 941606519 | 501 (c)(3) | 75000 | Food assistance for farm worker families |
| Fullerton Interfaith Emergency Service | |||||||
| PO Box 6326 | Fullerton | CA | 92834 | 330147739 | 501 (c)(3) | 15000 | New Vista Transitional Living Center |
| The Gary Center | |||||||
| 341 Hillcrest Street | La Habra | CA | 90631 | 952752846 | 501 (c)(3) | 35000 | Dental Clinic |
| Giving Children Hope | |||||||
| 8332 Commonwealth Avenue | Buena Park | CA | 90621 | 953464287 | 501 (c)(3) | 30000 | We've Got Your Back |
| Health Funders PartnershipVolunteer Center of OC | |||||||
| 28241 crown valley parkway 133 | laguna niguel | CA | 92677 | 952557063 | 501 (c)(3) | 6500 | Safety Net Convening's |
| Health Funders PartnershipVolunteer Center of OC | |||||||
| 28241 crown valley parkway 133 | laguna niguel | CA | 92677 | 952557063 | 501 (c)(3) | 25000 | Diabetes Initiative, Phase III |
| Community Health Alliance - Humboldt Children's Health Coalition | |||||||
| 529 I Street | Eureka | CA | 95521 | 237310660 | 501 (c)(3) | 40000 | Health Care for Low Income Children |
| Illumination Foundation | |||||||
| 2691 Richter Avenue 107 | Irvine | CA | 92606 | 711047686 | 501 (c)(3) | 50000 | Stable Housing and Wrap Around Program |
| The Kennedy Commission | |||||||
| 17701 Cowan Avenue 200 | Irvine | CA | 92614 | 330959380 | 501 (c)(3) | 20000 | Meeting the Housing Needs for all in Santa Ana |
| Kids Konnected | |||||||
| 27071 Cabot Road 102 | Laguna Hills | CA | 92658 | 330754654 | 501 (c)(3) | 20000 | Psychosocial Support for Low-Moderate Income Children of Parents with Cancer |
| Laguna Beach Community Clinic | |||||||
| 362 Third Street | Laguna Beach | CA | 92651 | 952637633 | 501 (c)(3) | 40000 | Comprehensive Care for Diabetic Patients |
| L'Arche Wavecrest | |||||||
| PO Box 4789 | Orange | CA | 92863 | 330819668 | 501 (c)(3) | 13000 | Abraham House Core Support and Community Life |
| Los Angeles House of Ruth | |||||||
| PO Box 33288 | Los Angeles | CA | 90033 | 953411454 | 501 (c)(3) | 50000 | Transitional Housing Program |
| Mariposa Women and Family Center | |||||||
| 812 W Town Country Road | Orange | CA | 92868 | 953626580 | 501 (c)(3) | 50000 | Mental Health Counseling Program |
| Mental Health Association of Orange County | |||||||
| 822 Town Country Road | Orange | CA | 92868 | 952036972 | 501 (c)(3) | 40000 | Homeless Back to Work Program |
| Mercy House Transitional Living Centers | |||||||
| PO Box 1905 | Santa Ana | CA | 92702 | 330315864 | 501 (c)(3) | 25000 | Emmanuel House |
| MOMS Orange County | |||||||
| 1128 W Santa Ana Blvd | Santa Ana | CA | 92703 | 330518078 | 501 (c)(3) | 50000 | Pregnancy and Diabetes Program |
| Most Holy Redeemer AIDS Support Group | |||||||
| 100 Diamond Street | San Francisco | CA | 94114 | 941156774 | 501 (c)(3) | 25000 | HIV/AIDS Support Services |
| New Directions for Women | |||||||
| 2607 Willo Lane | Costa Mesa | CA | 92627 | 203295837 | 501 (c)(3) | 20000 | Scholarships for Low-Income Women |
| OC Adult Day Services Coalition | |||||||
| 2101 E 4th Street | Santa Ana | CA | 92705 | 208756660 | 501 (c)(3) | 20000 | Operations |
| Orange County Child Abuse Prevention Center | |||||||
| 500 S Main Street Suite 1100 | Orange | CA | 92868 | 330013237 | 501 (c)(3) | 33000 | Bridges for Newborns Program |
| Pathways to Recovery for Women Inc DBA Her Place | |||||||
| 23181 Verdugo Drive Suite 104-A | Laguna Hills | CA | 92653 | 205415719 | 501 (c)(3) | 18000 | Freedom for Life |
| Project Access Inc | |||||||
| 4029 Westerly Place Suite 113 | Newport Beach | CA | 92660 | 330834635 | 501 (c)(3) | 30000 | Resident Stabilization Program |
| Project Avary | |||||||
| 385 Bel Marin Keys Blvd Suite G | Novato | CA | 94949 | 680433289 | 501 (c)(3) | 25000 | Improving Life Outcomes for Children of Incarcerated Parents |
| Project SUCCESS | |||||||
| 5306 W McFadden Avenue | Santa Ana | CA | 92704 | 951782335 | 501 (c)(3) | 20000 | Counseling Program for Project SUCCESS |
| Redwood Community Action Agency | |||||||
| 904 G Street | Eureka | CA | 95501 | 942646370 | 501 (c)(3) | 35000 | Our House & Launch Pad |
| The Salvation Army Orange County Coordination | |||||||
| 10200 Pioneer Road | Tustin | CA | 92782 | 941156347 | 501 (c)(3) | 30000 | Network of Emergency Trafficking Services |
| Serra Ancillary Care Corporation | |||||||
| 825 Colorado Blvd 100 | Los Angeles | CA | 90041 | 954147364 | 501 (c)(3) | 50000 | Basics of Living for Persons with HIV/AIDS |
| Saint Francis Home | |||||||
| 1718 West Sixth Street | Santa Ana | CA | 92703 | 956004849 | 501 (c)(3) | 35000 | Room/Board for Women-at-Risk |
| St Mary's Center | |||||||
| 925 Brockhurst Street | Oakland | CA | 94608 | 680172229 | 501 (c)(3) | 50000 | Senior Homeless Services |
| Verity (fka United Against Sexual Assault of Sonoma County) | |||||||
| 835 Piner Road Suite D | Santa Rosa | CA | 95403 | 942437947 | 501 (c)(3) | 12000 | MyStrength |
| Valley Family Center | |||||||
| 302 S Brand Blvd | San Fernando | CA | 91340 | 954105054 | 501 (c)(3) | 30000 | Victims of Domestic Violence Program |
| The Villa Center Inc | |||||||
| 910 N French Street | Santa Ana | CA | 92701 | 952312323 | 501 (c)(3) | 15000 | Residential Recovery Treatment for Women |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 55 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Procedure for Monitoring Grants in the U.S.: | Part I, Line 2: | Schedule I, Part I, Line 2: A grant agreement is signed by the grantee that includes the conditions under which the grant has been approved. Midyear and final reports explaining, among other things, how the conditions are being met, a brief financial statement of how the funds were used, the progress and anticipated outcome of the project funded are required to be submitted by the grantee. |
| Other Information: | Part IV: | THE FOUNDATION'S BOARD PROVIDES INFORMATION TO THOSE WHO INQUIRE WITH A CONCEPT PAPER that describes Guidelines and Funding Criteria together with an annual timeline of important dates for the process. Applications are read and rated by board members who deliberate AND discuss AND collectively determine grant awards. Awardees sign a Grant Agreement before awards are distributed, agreeing to provide reports at the end of the funding cycle. The Foundation uses MicroEdge Gifts as its database to maintain all records in each funding cycle. HARD COPIES OF APPLICATIONS, FORMS, AND REPORTS RECEIVED FROM GRANTEES ARE MAINTAINED FOR 7 YEARS. GUIDELINES AND ELIGIBILITY FUNDING CRITERIA ARE OUTLINED IN A GRANT APPLICATION. AGENCY IS REQUIRED TO SUBMIT FINAL REPORTS. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 6 | the sole corporate member of the organization is the Sisters of St. Joseph of Orange. | |
| Form 990, Part VI, Section A, line 7a | The sole corporate member may elect one or more members of the governing body. | |
| Form 990, Part VI, Section A, line 7b | the sole corporate member controls the organization and therefore decisions of the governing body are subject to approval by the member. | |
| Form 990, Part VI, Section B, line 11 | THE ORGANIZATION'S MANAGER AND EXECUTIVE DIRECTOR WHO ARE MEMBERS OF THE BOARD, AND ALL BOARD MEMBERS RECEIVE AND REVIEW THE FORM 990 PRIOR TO ITS FILING. | |
| Form 990, Part VI, Section B, line 12c | organization maintains its conflict of interest policy with annual disclosure questionnaires. EACH BOARD MEMBER IS REQUIRED TO SIGN THE POLICY DURING ITS FALL MEETING. THE ORGANIZATION MAINTAINS SIGNED FORMS FOR FUTURE REFERENCE. | |
| PART VI, SECTION B. POLICIES, QUESTIONS 15A AND 15B: the organization does not compensate any employees and therfore does not maintain any compensation policies. | ||
| Form 990, Part VI, Section C, line 18 | THE ORGANIZATION'S FORM 990, ORGANIZATIONAL DOCUMENTS, and FORM 1023 ARE AVAILABLE UPON REQUEST. | |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION'S FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICIES, AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 2C | THE BOARD OF TRUSTEES HAS CONSTITUTED A FINANCE COMMITTEE AND DELEGATED TO THAT COMMITTEE THE RESPONSIBILITY FOR ENGAGING INDEPENDENT AUDITORS AND MONITORING THE AUDIT PROCESS. THIS STRUCTURE HAS BEEN IN EFFECT IN PRIOR YEARS AND WAS NOT CHANGED IN 2009. | FINANCE COMMITTEE |
| 990 part VI, Section B Policies, Question 13 | The organization doesn't maintain a whistleblower policy as the organization has no employees. | whistleblower policy |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SISTERS OF ST JOSEPH OF ORANGE | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 S BATAVIA | AddressLine1 |
| City | ORANGE | City |
| State | CA | State |
| ZIP Code | 92668 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951643383 | EIN |
| Primary Activities | CARRY OUT RELIGIOUS MINISTRIES OF THE CONGREGATION | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501 (C) (3) | ExemptCodeSection |
| Public Charity Status | 1 | PublicCharityStatus |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |