St Josephs Retirement Community Foundation

Analysis

St Josephs Retirement Community Foundation is a registered charity in United States, based in West Point, NE. It received its IRS tax-exemption ruling in January 1996, 30 years ago. Its declared purposes cover health care, which this site groups under health and saving lives. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, St Josephs Retirement Community Foundation reported income of $342k and spending of $154k, leaving 55% of income unspent that year. Across the 5 years on record, from December 2019 to December 2023, income grew from $168k to $342k (+104%), an average of +20% a year. The sharpest change came in the year to December 2020, when income rose by 128%. Over the whole period it spent 118% of the income it received.

Among 40,470 United States charities whose main cause is health and saving lives and that reported income, St Josephs Retirement Community Foundation sits at the 49th percentile: it is larger than about 49% of them. Against every charity in United States with reported income it ranks in the 64th percentile, and in the 63rd percentile within NE. Charities of a similar size with the same main cause include B More Incorporated ($342k), McOre Foundation ($342k) and WSCHC Support Corporation ($342k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 82% of the total. At year end it held assets of $1.4m against liabilities of $0, net assets of $1.4m.