Mount St Joseph

Tax-deductible

Lake Zurich, IL501(c)(3)Since 1946 EIN 36-2639774Revenue $10.4M in FY2025Latest return filed May 25, 2026

On file with the IRSmtstjoseph.org24955 N US Highway 12, 60047-8919 · Lake Zurich, ILTax-exempt since Mar 1946Church

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Home for developmentally disabled, developmental training center and programs

501(c)(3) charity; gifts are tax-deductible.
93¢ of each $1 spent went to programs.
Run by 40 volunteers and 147 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $2.0M a year · 24% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
93%
of spending
Looks good: 93% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
<1 mo
of spending, in cash
Concern: 0.2 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $218K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2.0M
15% of total assets
Looks good: liabilities are 15% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$10.4M
+21% vs prior year
Spent
$9.8M
To programs
93%
Net assets
$11.3M
By yearFY2021–FY2025
Revenue
$10.4M
FY2025▲ +21%
Tap a bar for its year
Revenue by fiscal year
FY2021$7.3M
FY2022$8.4M
FY2023$7.6M
FY2024$8.6M
FY2025$10.4M
Expenses
$9.8M
FY2025▼ -8%
Tap a bar for its year
Expenses by fiscal year
FY2021$10.1M
FY2022$11.1M
FY2023$10.7M
FY2024$10.6M
FY2025$9.8M
Net assets
$11.3M
FY2025▲ +6%
Tap a bar for its year
Net assets by fiscal year
FY2021$18.4M
FY2022$15.7M
FY2023$12.5M
FY2024$10.7M
FY2025$11.3M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1946.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

93 cents of each dollar spent went to programs.

Program services 93% · $9.0M Management & general 7% · $727K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Mount St Joseph executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides homes and training programs for adults with developmental disabilities.

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2 programs · $9.0M · in their own filed words · FY2024
01

Residential Services

Providing intermediate care and a complete residential program for developmentally disabled women over 21 years of age. The residential program provides residential care and training in personal care needs for women with intellectual disabilities. It includes medical servises by a dedicated nursing staff available 24 hours a day.

$7.5Mprogram expense
02

Developmental Training

The mount ST. Joseph developmental training program provides individualized care for women with deveolpment disabilities from the residential program. Activities focus on training in areas other than personal care needs. It is licensed by the department of human services.

$1.5Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$218K

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$10.4M
Ln 12
Fees for servicesLn 2g$7.5M
Gifts and grantsLn 1h$2.9M
Investment incomeLn 3$17K
Money outPt IX
$9.8M
Ln 25
Programscol B$9.0M
Managementcol C$727K
Owns and owesPt X
$11.3M
net assets · Ln 32
Cash and savingsLn 1–2$202K
Total assetsLn 16$13.4M
LiabilitiesLn 26$2.0M
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.9M
Fees for servicesLn 2g$7.5M
Investment incomeLn 3$17K
Total revenueLn 12$10.4M
Assets in detailPt X, end of year
CashLn 1$135K
SavingsLn 2$67K
Cash and savings togetherLn 1–2$202K
InvestmentsLn 11–13$6K
Land, buildings, equipmentLn 10c$11.6M
Other assetsLn 15$895K
Total assetsLn 16$13.4M
LiabilitiesLn 26$2.0M
Net assetsLn 32$11.3M
OperationsPt I, VI
EmployeesI 5147
VolunteersI 640
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$248K$202K
InvestmentsLn 11–13$9K$6K
Land, buildings, equipmentLn 10c$12.9M$11.6M
Total assetsLn 16$14.9M$13.4M
LiabilitiesLn 26$4.1M$2.0M
Net assetsLn 32$10.7M$11.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$5.6M$5.2M$322K
Pension plan contributionsLn 8$289K$204K$86K
Other employee benefitsLn 9$186K$171K$15K
Payroll taxesLn 10$374K$325K$49K
Accounting feesLn 11c$67K$26K$40K
Other fees for servicesLn 11g$14K$12K$2K
Office expensesLn 13$70K$70K
Information technologyLn 14$125K$111K$15K
OccupancyLn 16$509K$489K$21K
TravelLn 17$45K$42K$2K
Conferences, conventions and meetingsLn 19$1K$1K
InterestLn 20$151K$151K
Depreciation, depletion and amortizationLn 22$1.3M$1.2M$53K
InsuranceLn 23$112K$108K$4K
Other expenses (24a–d)Ln 24$977K$929K$47K
Total functional expensesLn 25$9.8M$9.0M$727K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS May 25, 2026 $10.4M$9.8M$596K$11.3M 990 PDF
FY2024Filed with the IRS Nov 14, 2024 $8.6M$10.6M−$2.1M$10.7M 990 PDF
FY2023Filed with the IRS Apr 8, 2024 $7.6M$10.7M−$3.1M$12.5M 990 PDF
FY2022Filed with the IRS Dec 14, 2022 $8.4M$11.1M−$2.7M$15.7M 990 PDF
FY2021Filed with the IRS Dec 15, 2021 $7.3M$10.1M−$2.7M$18.4M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $10,367,484 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $549,329$2,862,660
I-9 Program service revenuePrior year $8,014,962$7,487,738
I-10 Investment incomePrior year $875$17,086
I-11 Other revenue$0
I-12 Total revenuePrior year $8,565,166$10,367,484
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $6,538,537$6,403,257
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $4,079,899$3,367,828
I-18 Total expensesPrior year $10,618,436$9,771,085
I-19 Revenue less expensesPrior year −$2,053,270$596,399
Part VI · Governance 5 of 5 board members independent, 3 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-12a Written conflict of interest policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-13 Written whistleblower policyYes
Part VIII · Statement of revenue $10,367,484 across 5 lines filed
VIII-1f All other contributions, gifts and grants$2,862,660
VIII-1h Total contributions, gifts and grants$2,862,660
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $7,487,738$7,487,738
VIII-3 Investment incomeRelated to mission $17,086$17,086
VIII-12 Total revenueRelated to mission $7,504,824$10,367,484
Part IX · Statement of functional expenses $9,771,085 across 15 lines filed
IX-7 Other salaries and wagesPrograms $5,231,889 · Management $321,797$5,553,686
IX-8 Pension plan contributionsPrograms $203,621 · Management $85,623$289,244
IX-9 Other employee benefitsPrograms $171,410 · Management $14,625$186,035
IX-10 Payroll taxesPrograms $324,893 · Management $49,399$374,292
IX-11c Accounting feesPrograms $26,335 · Management $40,440$66,775
IX-11g Other fees for servicesPrograms $11,967 · Management $1,716$13,683
IX-13 Office expensesManagement $69,949$69,949
IX-14 Information technologyPrograms $110,508 · Management $14,925$125,433
IX-16 OccupancyPrograms $488,617 · Management $20,580$509,197
IX-17 TravelPrograms $42,225 · Management $2,457$44,682
IX-19 Conferences, conventions and meetingsManagement $1,368$1,368
IX-20 InterestPrograms $150,929$150,929
IX-22 Depreciation, depletion and amortizationPrograms $1,243,784 · Management $53,175$1,296,959
IX-23 InsurancePrograms $108,445 · Management $3,617$112,062
IX-24 Other expenses (24a–d)Programs $929,374 · Management $47,417$976,791
IX-25 Total functional expensesPrograms $9,043,997 · Management $727,088 · Fundraising $0$9,771,085
Part X · Balance sheet $13,370,317 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $197,476$134,664
X-2 Savings and temporary cash investmentsStart of year $50,238$67,324
X-4 Accounts receivableStart of year $727,970$556,982
X-9 Prepaid expenses and deferred chargesStart of year $61,109$94,419
X-10c Land, buildings and equipment, netStart of year $12,913,340$11,616,301
X-12 Other securitiesStart of year $8,891$5,645
X-15 Other assetsStart of year $912,670$894,982
X-16 Total assetsStart of year $14,871,694$13,370,317
X-17 Accounts payable and accrued expensesStart of year $570,056$693,167
X-25 Other liabilitiesStart of year $3,429,220$1,216,054
X-26 Total liabilitiesStart of year $4,131,426$2,033,650
X-27 Net assets without donor restrictionsStart of year $10,740,268$11,336,667
X-32 Total net assets or fund balancesStart of year $10,740,268$11,336,667
X-33 Total liabilities and net assetsStart of year $14,871,694$13,370,317
Part XI · Reconciliation of net assets $11,336,667 net assets at year end
XI-1 Total revenue$10,367,484
XI-2 Total expenses$9,771,085
XI-3 Revenue less expenses$596,399
XI-4 Net assets at start of year$10,740,268
XI-10 Net assets at end of year$11,336,667

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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