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Nonprofit · EIN 93-1969242

THE SISTERS OF ST JOSEPH RETIREMENT FUND INC

Tax-exempt · WATERTOWN, NY 13601

Financials

$0$02023$1.6M$332K2024
Revenue Expenses · by fiscal year end
Financials of THE SISTERS OF ST JOSEPH RETIREMENT FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,633,245$331,876$1,301,369$18,588,703$0$18,588,703
December 31, 2023990$0$0$0$0$0$0
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$1,633,245
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$331,876

Balance sheet and other

Total assets, start of year
$17,287,334
Total assets, end of year
$18,588,703
Total liabilities, end of year
$0
Net assets, end of year
$18,588,703
Net assets with donor restrictions
$18,588,703
Gross receipts
$1,633,245
Employees
0
Year formed
2023
State of legal domicile
NY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
SHIRLEY ANNE BROWNMOTHER SUPERIOR
Officer
1$0
BERNADETT COLLINSDIRECTOR
Officer
1$0
BETHANY FITZGERALDDIRECTOR
Officer
1$0
MARY ANNE CROITZDIRECTOR
Officer
1$0
BARBARA MUNGERSEC/TREAS
Officer
1$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
SHIRLEY ANNE BROWNMOTHER SUPERIOR
Officer
1$0
BERNADETT COLLINSDIRECTOR
Officer
1$0
BETHANY FITZGERALDDIRECTOR
Officer
1$0
MARY ANNE CRATZDIRECTOR
Officer
1$0
BARBARA MUNGERSEC/TREAS
Officer
1$0

Address and contacts

Address (IRS master file)
866 ARSENAL STREET, WATERTOWN, NY 13601-8368
Principal officer (990 for 2024)
SHIRLEY ANN BROWN SR, 1425 WASHINGTON STREET, WATERTOWN, NY 13601
Signed the 990
SHIRLEY ANN BROWN SR, MOTHER SUPERIOR
Phone
(315) 221-4392
Return prepared by
JESMORE & ASSOCIATES CPA

Mission

RETIREMENT FUNDS OF RELIGIOUS SISTERS OF THE CATHOLIC CHURCH

990 for the year ended December 31, 2024

Program accomplishments

  • MAINTAINING AND SUPPORTING THE SISTERS OF SAINT JOSEPH BY PROVIDING FOR THEIR RETIREMENT
    Expenses $331,876 · revenue $1,633,245

What it must file and when

IRS records say it files Not required (religious organization). Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
93-1969242
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type I
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
2024
Accounting year ends
December
Files
Not required (religious organization)
Assets (IRS master file)
$18,588,703
Income (IRS master file)
$1,633,245

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,633,245$331,876$18,588,703XML
990December 2023$0$0$0XML

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 93-1969242).

Questions about THE SISTERS OF ST JOSEPH RETIREMENT FUND INC

What is the EIN of THE SISTERS OF ST JOSEPH RETIREMENT FUND INC?
The employer identification number (EIN) of THE SISTERS OF ST JOSEPH RETIREMENT FUND INC is 93-1969242.
Is THE SISTERS OF ST JOSEPH RETIREMENT FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
Are donations to THE SISTERS OF ST JOSEPH RETIREMENT FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does THE SISTERS OF ST JOSEPH RETIREMENT FUND INC file?
Form Not required (religious organization).
When is the next return of THE SISTERS OF ST JOSEPH RETIREMENT FUND INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE SISTERS OF ST JOSEPH RETIREMENT FUND INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of THE SISTERS OF ST JOSEPH RETIREMENT FUND INC?
The 990 for the year ended December 31, 2024 names SHIRLEY ANN BROWN SR.
Who are the officers and directors of THE SISTERS OF ST JOSEPH RETIREMENT FUND INC?
The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does THE SISTERS OF ST JOSEPH RETIREMENT FUND INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,633,245, expenses of $331,876 and total assets of $18,588,703 at year end.

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