Civic Intelligence

Saint Anne Foundation

EIN 22-2218832 • 501(c)3 • Albany, NY

Profile

To provide funding to st. Anne institute for the care of troubled female adolescents

PO Box 6305Albany, NY 12206

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

55th percentile

0.10x

Higher debt load relative to assets than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

96th percentile

4.57x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

94th percentile

69%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

62nd percentile

8.6%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

30%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,344,544

Up $186,066 (+8.6%) from 2023

Liabilities

Down

$224,771

Down $48,867 (-18%) from 2023

Net Assets

Up

$2,119,773

Up $234,933 (+12%) from 2023

Revenue

Up

$49,220

Up $11,369 (+30%) from 2023

Expenses

Down

$15,063

Down $255,771 (-94%) from 2023

Net Income

Up

$34,157

Up $267,140 (+115%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $2,225,078Liabilities 2010: $0Net Assets 2010: $2,225,0782010Assets 2011: $2,580,679Liabilities 2011: $21,300Net Assets 2011: $2,559,3792011Assets 2012: $2,568,729Liabilities 2012: $11,890Net Assets 2012: $2,556,8392012Assets 2013: $2,719,820Liabilities 2013: $72,000Net Assets 2013: $2,647,8202013Assets 2014: $2,708,793Liabilities 2014: $57,209Net Assets 2014: $2,651,5842014Assets 2015: $2,620,423Liabilities 2015: $81,000Net Assets 2015: $2,539,4232015Assets 2016: $2,573,415Liabilities 2016: $0Net Assets 2016: $2,573,4152016Assets 2017: $2,705,570Liabilities 2017: $0Net Assets 2017: $2,705,5702017Assets 2018: $2,698,756Liabilities 2018: $0Net Assets 2018: $2,698,7562018Assets 2019: $2,713,032Liabilities 2019: $0Net Assets 2019: $2,713,0322019Assets 2020: $2,044,708Liabilities 2020: $0Net Assets 2020: $2,044,7082020Assets 2021: $2,255,008Liabilities 2021: $0Net Assets 2021: $2,255,0082021Assets 2022: $1,928,099Liabilities 2022: $0Net Assets 2022: $1,928,0992022Assets 2023: $2,158,478Liabilities 2023: $273,638Net Assets 2023: $1,884,8402023Assets 2024: $2,344,544Liabilities 2024: $224,771Net Assets 2024: $2,119,7732024

Highlighted filing

2024

Assets$2,344,544
Liabilities$224,771
Net Assets$2,119,773

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200K-$400KExpenses 2010: $244,3412010Revenue 2011: $256,014Expenses 2011: $244,237Net Income 2011: $11,7772011Expenses 2012: $258,0592012Expenses 2013: $366,4292013Revenue 2014: $429,327Expenses 2014: $555,896Net Income 2014: -$126,5692014Revenue 2015: $354,471Expenses 2015: $354,415Net Income 2015: $562015Revenue 2016: $174,302Expenses 2016: $155,502Net Income 2016: $18,8002016Revenue 2017: $208,801Expenses 2017: $156,194Net Income 2017: $52,6072017Revenue 2018: $324,931Expenses 2018: $291,547Net Income 2018: $33,3842018Revenue 2019: $276,414Expenses 2019: $309,165Net Income 2019: -$32,7512019Revenue 2020: $441,374Expenses 2020: $378,031Net Income 2020: $63,3432020Revenue 2021: $465,335Expenses 2021: $294,691Net Income 2021: $170,6442021Revenue 2022: $411,307Expenses 2022: $388,950Net Income 2022: $22,3572022Revenue 2023: $37,851Expenses 2023: $270,834Net Income 2023: -$232,9832023Revenue 2024: $49,220Expenses 2024: $15,063Net Income 2024: $34,1572024

Highlighted filing

2024

Revenue$49,220
Expenses$15,063
Net Income$34,157

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.34$0.22$2.12$0.05$0.02$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.16$0.27$1.88$0.04$0.27$0.23
2022Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.41$0.39$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.47$0.29$0.17
2020Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.44$0.38$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.28$0.31$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.32$0.29$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.21$0.16$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.17$0.16$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.62$0.08$2.54$0.35$0.35$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.71$0.06$2.65$0.43$0.56$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.72$0.07$2.65$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.57$0.01$2.56$0.26
2011Summary only. Only limited summary data is available for this year.$2.58$0.02$2.56$0.26$0.24$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.23$0.00$2.23$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$426,155
Mission and Program Overview

Mission

To assist st. Anne institute in providing care to troubled female adolescents.

To provide funding to st. Anne institute for the care of troubled female adolescents

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,045,436$2,295,505▲ $250,069
Cash and Non-Interest-Bearing Accounts$71,317$49,039▼ $22,278
Savings and Temporary Cash Investments$41,725--
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$2,158,478$2,344,544▲ $186,066
Liabilities
Accounts Payable and Accrued Expenses$273,638$224,771▼ $48,867
Total Liabilities$273,638$224,771▼ $48,867
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,853,889$2,088,822▲ $234,933
Net Assets With Donor Restrictions$30,951$30,951→ $0
Total Net Assets Fund Balance$1,884,840$2,119,773▲ $234,933
Total Liabilities and Net Assets / Fund Balance$2,158,478$2,344,544▲ $186,066

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$6,941$6,941
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$49,220
Other Revenue
$0
Change in Net Assets
$34,157

Audited Revenue Reconciliation

Revenue per Audited Statements
$49,220
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$200,776
Total Revenue per Audited Statements
$249,996
Total Revenue per Form 990
$49,220
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,063
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal-$8,518-$8,518
Other Expenses-$5,524-$5,524
Fees for Services Accounting-$827-$827
Office Expenses-$194-$194
Total Functional Expenses$0$15,063$0$15,063

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$15,063
Total Expenses per Audited Statements$15,063
Total Expenses per Form 990$15,063
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The st. Anne foundation receives an electronic copy of the 990 from the preparer. The form 990 is then reviewed by st. Anne foundation board member and they are asked to submit any comments or changes to the form 990 before it is submitted.

Form 990, Part VI, Section B, Line 12C

All board members are required to fill out an annual disclosure form

Form 990, Part VI, Section C, Line 19

The organization's governing documents, policies and financial statements are available upon request from the organization's development office

Filing and Contact Details

Filer

Filer Name
Saint Anne Foundation
EIN
22-2218832
Phone
5184893268
Address
PO BOX 6305, ALBANY, NY 12206

Signing Officer

Name
Stephen Schifley
Title
President
Phone
5184893268
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Schifley
Formed
1978
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Bonadio & Co Llp
Address
171 SULLYS TRAIL, PITTSFORD, NY 14534
Preparer
Kelsey Dempsey
Phone
5853811000
Supplemental Narrative

Additional Explanations

Line 2C

The process has not changed from prior year.

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

INVESTMENT FEES -24,693.

Raw XML Appendix391 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0347429
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0129740
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0245886
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0723055
IRS990ScheduleA/TotalSupportAmt01409217
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt0318642
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt0155679
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0474321
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06941
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06941
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt015063
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0225469
IRS990ScheduleD/OtherRevenueAmt0-24693
IRS990ScheduleD/RevenueNotReportedAmt0200776
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt049220
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT FEES -24,693.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt015063
IRS990ScheduleD/TotalRevenuePerForm990Amt049220
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0249996
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt015063
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ST. ANNE FOUNDATION RECEIVES AN ELECTRONIC COPY OF THE 990 FROM THE PREPARER. THE FORM 990 IS THEN REVIEWED BY ST. ANNE FOUNDATION BOARD MEMBER AND THEY ARE ASKED TO SUBMIT ANY COMMENTS OR CHANGES TO THE FORM 990 BEFORE IT IS SUBMITTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS ARE REQUIRED TO FILL OUT AN ANNUAL DISCLOSURE FORM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE ORGANIZATION'S DEVELOPMENT OFFICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SAINT ANNE INSTITUTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0141340098
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHILDREN'S HOME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(B)(1)(A)(VI)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0160 NORTH MAIN AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ALBANY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd012206
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02158478
IRS990/TotalAssetsEOYAmt02344544
IRS990/TotalAssetsGrp/BOYAmt02158478
IRS990/TotalAssetsGrp/EOYAmt02344544
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015063
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt015063
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0273638
IRS990/TotalLiabilitiesEOYAmt0224771
IRS990/TotalLiabilitiesGrp/BOYAmt0273638
IRS990/TotalLiabilitiesGrp/EOYAmt0224771
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01884840
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02119773
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt049220
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt049220
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02158478
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02344544
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 6305
IRS990/USAddress/CityNm0ALBANY
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012206
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN SCHIFLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05184893268
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAINT ANNE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAIN
ReturnHeader/Filer/EIN0222218832
ReturnHeader/Filer/PhoneNum05184893268
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6305
ReturnHeader/Filer/USAddress/CityNm0ALBANY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012206
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161131146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BONADIO & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0171 SULLYS TRAIL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014534
ReturnHeader/PreparerPersonGrp/PhoneNum05853811000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELSEY DEMPSEY
ReturnHeader/ReturnTs02025-05-15T15:52:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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