St Joseph Institute
St Joseph Institute consistently grows assets with minimal expenses and no reported officer compensation.
EIN: 208035545 · Lincoln, NE · NTEE: Z99 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $30K |
| Total Expenses | $137K |
| Program Spending | 90% |
| CEO/Top Officer Pay | $7 |
| Net Assets | $7.0M |
| Transparency Score | 90/100 |
Is St Joseph Institute Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
St Joseph Institute directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About St Joseph Institute
St Joseph Institute (EIN: 208035545) is a nonprofit organization based in Lincoln, NE, classified under NTEE code Z99. The organization reported total revenue of $30K and total assets of $8.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of St Joseph Institute's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
St Joseph Institute is a micro nonprofit that has been operating for 18 years, with 13 years of IRS 990 filings on record (2011–2023).
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $1.8M |
| Total Expenses | $137K |
| Surplus / Deficit | +$1.6M |
| Total Assets | $7.0M |
| Net Assets | $7.0M |
| Operating Margin | 92.2% |
| Months of Reserves | 613.9 months |
Financial Health Grade: A
In 2023, St Joseph Institute reported a surplus of $1.6M with revenue exceeding expenses, holds 613.9 months of operating reserves (strong position).
Financial Trends
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +123.9% | +2.4% | +30.0% |
| 2022 | +269.8% | +8.1% | +13.7% |
| 2020 | -294.4% | -6.5% | -12.6% |
| 2019 | +792.0% | -2.7% | +2.6% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2008 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates St Joseph Institute with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, St Joseph Institute allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $1.6M, with revenue exceeding expenses.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, which is highly unusual for an organization with assets exceeding $7 million. This suggests either a fully volunteer-led executive team or that compensation is categorized differently and not reported as officer compensation on the 990, warranting further inquiry.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of St Joseph Institute's IRS 990 filings:
- NTEE code Z99 (Unknown/Unclassified) makes it difficult to assess program alignment without further information.
- Consistent 0% officer compensation for an organization with over $7 million in assets is unusual and warrants clarification.
- Significant negative revenue reported in 202006 without immediate explanation in the summary data.
Strengths
The following positive indicators were identified for St Joseph Institute:
- Strong financial health with consistently growing assets, from $4.4M in 2014 to $7M in 2023.
- No reported liabilities across all available filings, indicating excellent financial stability.
- Expenses are consistently low relative to revenue, suggesting efficient operations (e.g., $137,198 expenses vs $1.7M revenue in 2023).
- High transparency regarding executive compensation, reporting 0% across all periods.
Frequently Asked Questions about St Joseph Institute
Is St Joseph Institute a legitimate charity?
Based on AI analysis of IRS 990 filings, St Joseph Institute (EIN: 208035545) some concerns. Mission Score: 90/100. 3 red flags identified, 4 strengths noted.
How does St Joseph Institute spend its money?
St Joseph Institute directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to St Joseph Institute tax-deductible?
St Joseph Institute is registered as a tax-exempt nonprofit (EIN: 208035545). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the St Joseph Institute CEO make?
St Joseph Institute's highest-compensated officer earns $7 annually. The organization reported $30K in total revenue. Executive compensation data is disclosed in IRS 990 filings.
How does St Joseph Institute compare to similar nonprofits?
With a transparency score of 90/100 (Excellent), St Joseph Institute is above average for NTEE category Z99 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is St Joseph Institute located?
St Joseph Institute is headquartered in Lincoln, Nebraska and files with the IRS under EIN 208035545. It is classified under NTEE code Z99.
How many years of IRS 990 filings does St Joseph Institute have?
St Joseph Institute has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $30K in total revenue.
How does St Joseph Institute manage to operate with 0% reported officer compensation?
The filings consistently show 0% officer compensation, which could indicate a volunteer-led organization or that executive salaries are categorized under other expense lines, not as officer compensation.
What caused the negative revenue of $-539,026 in the 202006 period?
The IRS 990 for 202006 shows a significant negative revenue, which could be due to investment losses, asset write-downs, or a major return of funds, and would require reviewing the specific filing for details.
What are the primary program activities of St Joseph Institute, given its NTEE code Z99 (Unknown/Unclassified)?
The NTEE code Z99 indicates the organization's primary activities are not classified. Further investigation into their mission statement or website would be necessary to understand their programs.
Filing History
IRS 990 filing history for St Joseph Institute showing financial trends over 13 years of public records:
Total assets increased by 416.6% over the same period, from $1.4M to $7.0M. Total functional expenses rose by 277.2%, from $36K to $137K. In its most recent filing year (2023), St Joseph Institute reported a surplus of $1.6M, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $1.8M | $137K | $7.0M | $0 | — | View 990 |
| 2022 | $784K | $134K | $5.4M | $0 | — | View 990 |
| 2021 | $212K | $124K | $4.8M | $0 | — | — |
| 2020 | $-539,026 | $133K | $4.7M | $0 | — | — |
| 2019 | $277K | $142K | $5.3M | $0 | — | View 990 |
| 2018 | $31K | $146K | $5.2M | $0 | — | View 990 |
| 2017 | $402K | $133K | $5.3M | $0 | — | View 990 |
| 2016 | $496K | $124K | $5.0M | $0 | — | View 990 |
| 2015 | $381K | $118K | $4.7M | $0 | — | View 990 |
| 2014 | $3.1M | $34K | $4.4M | $0 | — | View 990 |
| 2013 | $0 | $26K | $1.3M | $0 | — | View 990 |
| 2012 | $0 | $25K | $1.3M | $0 | — | View 990 |
| 2011 | $0 | $36K | $1.4M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $1.8M, expenses of $137K, and assets of $7.0M (revenue +123.9% year-over-year).
- 2022: Revenue of $784K, expenses of $134K, and assets of $5.4M (revenue +269.8% year-over-year).
- 2021: Revenue of $212K, expenses of $124K, and assets of $4.8M.
- 2020: Revenue of $-539,026, expenses of $133K, and assets of $4.7M (revenue -294.4% year-over-year).
- 2019: Revenue of $277K, expenses of $142K, and assets of $5.3M (revenue +792.0% year-over-year).
- 2018: Revenue of $31K, expenses of $146K, and assets of $5.2M (revenue -92.3% year-over-year).
- 2017: Revenue of $402K, expenses of $133K, and assets of $5.3M (revenue -19.0% year-over-year).
- 2016: Revenue of $496K, expenses of $124K, and assets of $5.0M (revenue +29.9% year-over-year).
- 2015: Revenue of $381K, expenses of $118K, and assets of $4.7M (revenue -87.8% year-over-year).
- 2014: Revenue of $3.1M, expenses of $34K, and assets of $4.4M.
- 2013: Revenue of $0, expenses of $26K, and assets of $1.3M.
- 2012: Revenue of $0, expenses of $25K, and assets of $1.3M.
- 2011: Revenue of $0, expenses of $36K, and assets of $1.4M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for St Joseph Institute:
Data Sources and Methodology
This transparency report for St Joseph Institute is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.