St Josephs Retirement Community Foundation
EIN: 470790644 · West Point, NE · NTEE: E91
| Metric | Value |
|---|---|
| Total Revenue | $3.6M |
| Total Expenses | $154K |
| Net Assets | $1.4M |
Is St Josephs Retirement Community Foundation Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About St Josephs Retirement Community Foundation
St Josephs Retirement Community Foundation (EIN: 470790644) is a nonprofit organization based in West Point, NE, classified under NTEE code E91. The organization reported total revenue of $3.6M and total assets of $4.8M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of St Josephs Retirement Community Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
St Josephs Retirement Community Foundation is a mid-size nonprofit that has been operating for 30 years, with 12 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 7.4%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $342K |
| Total Expenses | $154K |
| Surplus / Deficit | +$188K |
| Total Assets | $1.4M |
| Net Assets | $1.4M |
| Operating Margin | 55.1% |
| Months of Reserves | 107.4 months |
Financial Health Grade: A
In 2023, St Josephs Retirement Community Foundation reported a surplus of $188K with revenue exceeding expenses, holds 107.4 months of operating reserves (strong position).
Financial Trends
Over 12 years of filings (2011–2023), St Josephs Retirement Community Foundation's revenue has grown at a compound annual growth rate (CAGR) of 7.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +51.0% | -34.8% | +15.9% |
| 2022 | -28.9% | -35.0% | -0.8% |
| 2021 | -16.7% | -56.5% | -5.6% |
| 2020 | +128.2% | +654.9% | -11.7% |
| 2019 | -88.3% | +50.4% | -42.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1996 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for St Josephs Retirement Community Foundation has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates St Josephs Retirement Community Foundation with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $188K, with revenue exceeding expenses.
Frequently Asked Questions about St Josephs Retirement Community Foundation
Is St Josephs Retirement Community Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, St Josephs Retirement Community Foundation (EIN: 470790644) insufficient data. 0 red flags identified, 0 strengths noted.
How does St Josephs Retirement Community Foundation spend its money?
Detailed spending breakdown data is not yet available for St Josephs Retirement Community Foundation. Check back for updated IRS 990 analysis.
Are donations to St Josephs Retirement Community Foundation tax-deductible?
St Josephs Retirement Community Foundation is registered as a tax-exempt nonprofit (EIN: 470790644). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is St Josephs Retirement Community Foundation located?
St Josephs Retirement Community Foundation is headquartered in West Point, Nebraska and files with the IRS under EIN 470790644. It is classified under NTEE code E91.
How many years of IRS 990 filings does St Josephs Retirement Community Foundation have?
St Josephs Retirement Community Foundation has 12 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 $3.6M in total revenue.
Filing History
IRS 990 filing history for St Josephs Retirement Community Foundation showing financial trends over 12 years of public records:
Over 12 years of IRS 990 filings (2011–2023), St Josephs Retirement Community Foundation's revenue has grown by 135.8%, moving from $145K to $342K. Total assets increased by 199.1% over the same period, from $460K to $1.4M. Total functional expenses rose by 71.5%, from $90K to $154K. In its most recent filing year (2023), St Josephs Retirement Community Foundation reported a surplus of $188K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $342K | $154K | $1.4M | $0 | — | — |
| 2022 | $227K | $236K | $1.2M | $0 | — | View 990 |
| 2021 | $319K | $362K | $1.2M | $0 | — | View 990 |
| 2020 | $383K | $833K | $1.3M | $0 | — | — |
| 2019 | $168K | $110K | $1.4M | $0 | — | View 990 |
| 2017 | $1.4M | $73K | $2.5M | $0 | — | View 990 |
| 2016 | $112K | $67K | $1.1M | $0 | — | View 990 |
| 2015 | $104K | $60K | $1.1M | $0 | — | View 990 |
| 2014 | $325K | $84K | $1.0M | $0 | — | View 990 |
| 2013 | $402K | $82K | $788K | $0 | — | View 990 |
| 2012 | $57K | $49K | $469K | $0 | — | View 990 |
| 2011 | $145K | $90K | $460K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $342K, expenses of $154K, and assets of $1.4M (revenue +51.0% year-over-year).
- 2022: Revenue of $227K, expenses of $236K, and assets of $1.2M (revenue -28.9% year-over-year).
- 2021: Revenue of $319K, expenses of $362K, and assets of $1.2M (revenue -16.7% year-over-year).
- 2020: Revenue of $383K, expenses of $833K, and assets of $1.3M (revenue +128.2% year-over-year).
- 2019: Revenue of $168K, expenses of $110K, and assets of $1.4M (revenue -88.3% year-over-year).
- 2017: Revenue of $1.4M, expenses of $73K, and assets of $2.5M (revenue +1183.6% year-over-year).
- 2016: Revenue of $112K, expenses of $67K, and assets of $1.1M (revenue +7.3% year-over-year).
- 2015: Revenue of $104K, expenses of $60K, and assets of $1.1M (revenue -67.9% year-over-year).
- 2014: Revenue of $325K, expenses of $84K, and assets of $1.0M (revenue -19.1% year-over-year).
- 2013: Revenue of $402K, expenses of $82K, and assets of $788K (revenue +600.7% year-over-year).
- 2012: Revenue of $57K, expenses of $49K, and assets of $469K (revenue -60.5% year-over-year).
- 2011: Revenue of $145K, expenses of $90K, and assets of $460K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for St Josephs Retirement Community Foundation:
Data Sources and Methodology
This transparency report for St Josephs Retirement Community Foundation 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.