Civic Intelligence

Saint Anne Foundation

990 • Fiscal year 2017 • EIN 22-2218832

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 17, 2018

Organization ProfileN/A
PO Box 6305Albany, NY 12206

(518) 437-6563

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

82nd percentile

25%

Higher net margin than 82% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

56th percentile

5.1%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

73rd percentile

20%

Faster revenue growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$2,705,570

Up $132,155 (+5.1%) from 2016

Net Assets

Up

$2,705,570

Up $132,155 (+5.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin82nd percentile

Revenue

Up

$208,801

Up $34,499 (+20%) from 2016

Expenses

Up

$156,194

Up $692 (+0.4%) from 2016

Net Income

Up

$52,607

Up $33,807 (+180%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$2,705,570
Liabilities$0
Net Assets$2,705,570
Open 2017 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$208,801
Expenses$156,194
Net Income$52,607
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 17, 2018
Return Version
2016v3.0
Gross Receipts
$676,825
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$1,978,763$2,075,305▲ $96,542
Other Notes and Loans Receivable, Net$429,000$386,100▼ $42,900
Cash and Non-Interest-Bearing Accounts$36,012$138,229▲ $102,217
Savings and Temporary Cash Investments$125,359$100,707▼ $24,652
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$2,573,415$2,705,570▲ $132,155
Other Assets Total$4,281$5,229▲ $948
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,549,534$2,688,064▲ $138,530
Temporarily Rstr Net Assets$23,881$17,506▼ $6,375
Total Net Assets Fund Balance$2,573,415$2,705,570▲ $132,155
Total Liabilities and Net Assets / Fund Balance$2,573,415$2,705,570▲ $132,155

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$6,941$6,941

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$197,317$20,577▲ $4,883$26,952$195,825
2015$193,271$21,434▲ $4,630$22,018$197,317
2014$182,097$42,464▲ $6,260$37,550$193,271
2013$191,761$26,906▲ $4,971$41,541$182,097
2012$169,589$34,757▲ $4,850$17,435$191,761
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Stephen SchifleyPresident
Wanda E ZygmuntowiczVice President
Barbara DragoDirector
Christopher FedulloDirector
Elizabeth F ReussDirector
F Michael TuckerDirector
Jennifer E SoccioDirector
Jill a JohnsonDirector
Keira CollinsDirector
Kingsley OseiDirector
Mark P LaschDirector
Melanie a BessetteDirector
Ronald MasonDirector
Sarah a HallidayDirector
Ellen M MccaughinSecretary
Timothy a BarkerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$107,071
Program Service Revenue
$0
Investment Income
$94,776
Other Revenue
$6,954
All Other Contributions
$57,502
Change in Net Assets
$52,607

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table87$25,796Fair Market Value
Total Noncash Contributions87$25,796-

Audited Revenue Reconciliation

Revenue per Audited Statements
$253,645
Revenue Not Reported on Financial Statements
$-44,844
Revenue Not Reported on Form 990
$80,606
Other Revenue Adjustments
$-44,844
Total Revenue per Audited Statements
$334,251
Total Revenue per Form 990
$208,801
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$81,936
Other Expenses$74,258
Total Fundraising Expense$19,303
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$81,536--$81,536
Fees for Service Investment Mgmnt Fees-$25,066-$25,066
Office Expenses-$5,698$10,000$15,698
Fees for Services Accounting-$13,850-$13,850
Advertising--$9,303$9,303
Other Expenses-$8,325-$8,325
Conferences and Meetings-$1,263-$1,263
All Other Expenses$753--$753
Grants to Domestic Individuals$400--$400
Total Functional Expenses$82,689$54,202$19,303$156,194

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$202,098
Expenses per Audited Statements$156,194
Total Expenses per Form 990$156,194
Expenses Not Reported on Form 990$45,904
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Anne InstituteAlbany, NY501(c)(3)Operational Support$80,186
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$51,798
Fundraising Direct Expenses$44,844
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$55,053$31,545$4,997$26,548
Wine Dine & Stein$46,314$20,253$2,750$17,503
Total Events$101,367$51,798$44,844$6,954
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 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 not only a hard copy of the form 990 but an electronic copy is also received from the preparer. The form 990 is then electronically submitted to each st. Anne foundation board member and they are asked to submit any comments or changes (that might be applicable) 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
5184376563
Address
PO BOX 6305, ALBANY, NY 12206

Signing Officer

Name
Stephen Schifley
Title
President
Phone
5184376563
Signed
2018-01-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Schifley
Formed
1978
Legal Domicile
Ny
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
20

Preparer

Firm
Bst & Co Cpas Llp
Address
26 COMPUTER DRIVE WEST, ALBANY, NY 12205
Preparer
Judy a Cahee
Phone
5184596700
Supplemental Narrative

Additional Explanations

SCHEDULE M, LINE 25:

“Supplies, prizes, and furniture.”

Financial Statement Notes

PART V, LINE 4:

“The organization's endowment funds are intended to be used for scholarships, work study grants, and fundraising events.”

PART X, LINE 2:

“The foundation files a form 990 annually with the internal revenue service. When annual returns are filed, some tax positions taken are highly certain to be sustained upon examination by the taxing authorities, while other tax positions are subject to uncertainty about the technical merits of the position or amount of the position's tax benefit that would ultimately be sustained. Management evaluated the foundation's tax positions, including interest and penalties attributable thereto, and concluded that the foundation had taken no tax positions that required adjustment in its financial statements as of june 30, 2017 and 2016.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Fundraising event expenses -44,844.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising event expenses 44,844.”

Raw XML AppendixShowing 400 of 570 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE FUNDING TO ST. ANNE INSTITUTE FOR THE CARE OF TROUBLED FEMALE ADOLESCENTS.
IRS990/AdvertisingGrp/FundraisingAmt09303
IRS990/AdvertisingGrp/TotalAmt09303
IRS990/AllOtherContributionsAmt057502
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0753
IRS990/AllOtherExpensesGrp/TotalAmt0753
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DARLENE SUTO
IRS990/BooksInCareOfDetail/PhoneNum05184376563
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0160 NORTH MAIN AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ALBANY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd012206
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt036012
IRS990/CashNonInterestBearingGrp/EOYAmt0138229
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01263
IRS990/ConferencesMeetingsGrp/TotalAmt01263
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt049569
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0107071
IRS990/CYGrantsAndSimilarPaidAmt081936
IRS990/CYInvestmentIncomeAmt094776
IRS990/CYOtherExpensesAmt074258
IRS990/CYOtherRevenueAmt06954
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt052607
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0156194
IRS990/CYTotalFundraisingExpenseAmt019303
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0208801
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0ASSIST ST. ANNE INSTITUTE IN PROVIDING CARE TO TROUBLED FEMALE ADOLESCENTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt082689
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt013850
IRS990/FeesForServicesAccountingGrp/TotalAmt013850
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt025066
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt025066
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0STEPHEN SCHIFLEY
IRS990/Form990PartVIISectionAGrp/PersonNm1WANDA E ZYGMUNTOWICZ
IRS990/Form990PartVIISectionAGrp/PersonNm2TIMOTHY A BARKER
IRS990/Form990PartVIISectionAGrp/PersonNm3ELLEN M MCCAUGHIN
IRS990/Form990PartVIISectionAGrp/PersonNm4MELANIE A BESSETTE
IRS990/Form990PartVIISectionAGrp/PersonNm5KEIRA COLLINS
IRS990/Form990PartVIISectionAGrp/PersonNm6BARBARA DRAGO
IRS990/Form990PartVIISectionAGrp/PersonNm7CHRISTOPHER FEDULLO
IRS990/Form990PartVIISectionAGrp/PersonNm8SARAH A HALLIDAY
IRS990/Form990PartVIISectionAGrp/PersonNm9JILL A JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm10MARK P LASCH
IRS990/Form990PartVIISectionAGrp/PersonNm11RONALD MASON
IRS990/Form990PartVIISectionAGrp/PersonNm12KINGSLEY OSEI
IRS990/Form990PartVIISectionAGrp/PersonNm13ELIZABETH F REUSS
IRS990/Form990PartVIISectionAGrp/PersonNm14JENNIFER E SOCCIO
IRS990/Form990PartVIISectionAGrp/PersonNm15F MICHAEL TUCKER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt049569
IRS990/FundraisingDirectExpensesAmt044844
IRS990/FundraisingGrossIncomeAmt051798
IRS990/GainOrLossGrp/SecuritiesAmt041385
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt081936
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0400
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0400
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt081536
IRS990/GrantsToDomesticOrgsGrp/TotalAmt081536
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0464565
IRS990/GrossReceiptsAmt0676825
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt053391
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt053391
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01978763
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02075305
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06941
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt06941
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0423180
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ASSIST ST. ANNE INSTITUTE IN PROVIDING CARE TO TROUBLED FEMALE ADOLESCENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02573415
IRS990/NetAssetsOrFundBalancesEOYAmt02705570
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt041385
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt041385
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt06954
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt06954
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt079548
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt025796
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt010000
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05698
IRS990/OfficeExpensesGrp/TotalAmt015698
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04281
IRS990/OtherAssetsTotalGrp/EOYAmt05229
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DUES & FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08325
IRS990/OtherExpensesGrp/TotalAmt08325
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0429000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0386100
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEPHEN SCHIFLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt099533
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0106408
IRS990/PYInvestmentIncomeAmt066138
IRS990/PYOtherExpensesAmt049094
IRS990/PYOtherRevenueAmt08631
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt018800
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0155502
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0174302
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt052607
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0125359
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0100707
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0107071
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt099533
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0160820
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0117538
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0166545
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0651507
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt053391
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt051803
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt063197
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt072007
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt073137
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0313535
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.60990
IRS990ScheduleA/PublicSupportPY170Pct00.62690
IRS990ScheduleA/PublicSupportTotal170Amt0614536
IRS990ScheduleA/SubstantialContributorsTotAmt036971
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0107071
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt099533
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0160820
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0117538
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0166545
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0651507
IRS990ScheduleA/TotalSupportAmt01007639
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt06954
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt08631
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt023917
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt03095
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt042597
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.91000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0197317
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt020577
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0195825
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt04883
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt026952
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0193271
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt021434
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0197317
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04630
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt022018
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0182097
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt042464
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0193271
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06260
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt037550
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0191761
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt026906
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0182097
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04971
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt041541
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0169589
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt034757
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0191761
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04850
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt017435
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt01060
IRS990ScheduleD/DonatedServicesUseFcltsAmt01060
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06941
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06941
IRS990ScheduleD/ExpensesNotReportedAmt045904
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0156194
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt079546
IRS990ScheduleD/OtherExpensesIncludedAmt044844
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-44844
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/RevenueNotReportedAmt080606
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-44844
IRS990ScheduleD/RevenueSubtotalAmt0253645
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR SCHOLARSHIPS, WORK STUDY GRANTS, AND FUNDRAISING EVENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION FILES A FORM 990 ANNUALLY WITH THE INTERNAL REVENUE SERVICE. WHEN ANNUAL RETURNS ARE FILED, SOME TAX POSITIONS TAKEN ARE HIGHLY CERTAIN TO BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHER TAX POSITIONS ARE SUBJECT TO UNCERTAINTY ABOUT THE TECHNICAL MERITS OF THE POSITION OR AMOUNT OF THE POSITION'S TAX BENEFIT THAT WOULD ULTIMATELY BE SUSTAINED. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS, INCLUDING INTEREST AND PENALTIES ATTRIBUTABLE THERETO, AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO TAX POSITIONS THAT REQUIRED ADJUSTMENT IN ITS FINANCIAL STATEMENTS AS OF JUNE 30, 2017 AND 2016.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EVENT EXPENSES -44,844.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3FUNDRAISING EVENT EXPENSES 44,844.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.09000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0156194
IRS990ScheduleD/TotalRevenuePerForm990Amt0208801
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0334251
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0202098
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt01400
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt0300
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt01700
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt049569
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt023508

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,705,570
Liabilities
$0
Net assets
$2,705,570
Revenue
$208,801
Expenses
$156,194
Net income
$52,607
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