CONGREGATION OF THE SISTERS OF ST JOSEPH MINISTRIES INC (EIN 800197684) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

THERESA DENTON

Phone

3125689159

Tax Period

2024-07-01 to 2025-06-30

CONGREGATION OF THE SISTERS OF ST JOSEPH MINISTRIES INC, founded in 2008, is a community nonprofit that reported $2.9M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 42% operating margin.

Mission

TO EXERCISE THE CIVIL AND CANONICAL RESPONSIBILITIES FOR THE VARIOUS SPONSORED MINISTRIES OF THE CONGREGATION. CSJ MINISTRIES IS THE MEMBER FOR MINISTRIES THAT ARE CIVILLY INCORPORATED AND OVERSEES THE GOVERNANCE AND OPERATIONS OF SUCH SPONSORED MINISTRIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,000

Program Service Revenue $0

Investment Income $2,932,265

Other Revenue $0

TOTAL REVENUE $2,935,265

Expense Breakdown

Grants Paid $998,534

Salaries & Benefits $514,003

Fundraising Expenses $0

Program Expenses $1,484,373

Other Expenses $196,598

TOTAL EXPENSES $1,709,135

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,935,265	$2,406,251	+0.2%
Expenses	$1,709,135	$2,727,352	-0.4%
Net Income	$1,226,130	$-321,101	-4.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$236,161

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MAGALIE AUGUSTAVE	BOARD MEMBER	0.50	Director	$0	$0	$0
REBECCA BENNET	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL BIEHL	TREASURER	1.00	Officer Director	$0	$0	$0
MICHAEL BOUCREE	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHLEEN BRAZDA CSJ	BOARD MEMBER	1.00	Director	$0	$0	$0
PRINCELLA GRAHAM	BOARD MEMBER	0.50	Director	$0	$0	$0
MICHAEL GRIFFIN	SECRETARY	1.00	Officer Director	$0	$0	$0
ROSE HEFNER CSJ	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA HYATT	BOARD MEMBER	0.50	Director	$0	$0	$0
MARCO LOPEZ	BOARD MEMBER	0.50	Director	$0	$0	$0
KERRY MCGUIRE	VICE CHAIR	0.50	Officer Director	$0	$0	$0
CLEMENT MARTIN	BOARD MEMBER	0.50	Director	$0	$0	$0
DANA MURRAY	BOARD MEMBER	0.50	Director	$0	$0	$0
KRISTY ROUBIQUE	CHAIR	1.00	Officer Director	$0	$0	$0
KATHLEEN SHERMAN CSJ	BOARD MEMBER	0.50	Director	$0	$0	$0
THERESEA DENTON	EXECUTIVE DIRECTOR	40.00	Officer	$193,095	$43,066	$236,161
DALIA ROCOTELLO	ASSISTANT DIRECTOR	40.00	Highest	$124,599	$36,938	$161,537

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$2,935,265	$1,709,135	$36,196,004	$1,226,130
2024	$2,406,251	$2,727,352	$34,060,055	$-321,101
2023	$1,158,411	$1,854,512	$32,218,148	$-696,101
2022	$1,599,764	$2,036,271	$31,244,440	$-436,507
2021	$4,036,137	$7,687,172	$38,717,668	$-3,651,035
2020	$2,426,437	$2,227,358	$37,434,860	$199,079
2019	$1,913,439	$1,952,840	$37,886,408	$-39,401

CONGREGATION OF THE SISTERS OF ST JOSEPH MINISTRIES INC