Civic Intelligence

Mary R Saner Charitable Trust

EIN 26-0608602 • 501(c)3 • St Louis, MO

Profile

Pay unpaid medical bills of Catholic, aged indigent patients at the St. Paul University Hospital.

4330 Olive StSt Louis, MO 63108-2622
Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

36th percentile

0.13x

Higher debt load relative to revenue than 36% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

17th percentile

-11%

Higher net margin than 17% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

44th percentile

2.6%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-47%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$13,625,928

Up $351,395 (+2.6%) from 2015

Liabilities

Up

$37,504

Up $2,514 (+7.2%) from 2015

Net Assets

Up

$13,588,424

Up $348,881 (+2.6%) from 2015

Operations
Liabilities / Revenue36th percentileNet Margin17th percentile

Revenue

Down

$297,185

Down $266,466 (-47%) from 2015

Expenses

Down

$328,457

Down $636 (-0.2%) from 2015

Net Income

Down

-$31,272

Down $265,830 (-113%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$15M$10M$5.0M$0Assets 2010: $11,145,852Liabilities 2010: $14,832Net Assets 2010: $11,131,0202010Assets 2011: $10,811,635Liabilities 2011: $28,401Net Assets 2011: $10,783,2342011Assets 2012: $11,629,246Liabilities 2012: $30,470Net Assets 2012: $11,598,7762012Assets 2013: $12,771,646Liabilities 2013: $33,428Net Assets 2013: $12,738,2182013Assets 2015: $13,274,533Liabilities 2015: $34,990Net Assets 2015: $13,239,5432015Assets 2016: $13,625,928Liabilities 2016: $37,504Net Assets 2016: $13,588,4242016

Highlighted filing

2016

Assets$13,625,928
Liabilities$37,504
Net Assets$13,588,424
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $208,2572010Expenses 2011: $643,7162011Expenses 2012: $284,5942012Revenue 2013: $907,364Expenses 2013: $294,116Net Income 2013: $613,2482013Revenue 2015: $563,651Expenses 2015: $329,093Net Income 2015: $234,5582015Revenue 2016: $297,185Expenses 2016: $328,457Net Income 2016: -$31,2722016

Highlighted filing

2016

Revenue$297,185
Expenses$328,457
Net Income-$31,272
Open 2016 Filing

Filings

Most recent year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,625,928
Liabilities
$37,504
Net assets
$13,588,424
Revenue
$297,185
Expenses
$328,457
Net income
-$31,272
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$13.6$0.04$13.6$0.30$0.33$0.03
2015Detailed filing. Detailed filing data is available for this year.$13.3$0.03$13.2$0.56$0.33$0.23
2013Detailed filing. Detailed filing data is available for this year.$12.8$0.03$12.7$0.91$0.29$0.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.6$0.03$11.6$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$0.03$10.8$0.64
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$0.01$11.1$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 17, 2017
Return Version
2016v3.0
Gross Receipts
$3,951,164
Mission and Program Overview

Mission

Pay unpaid medical bills of Catholic, aged indigent patients at the St. Paul University Hospital.

Pay unpaid medical bills of Catholic, aged indigent patients at Clements University. Hosp.successor to St. Paul Univ. Hosp and support operating deficits of clinics at the Univ of Texas Southwestern Medical Center.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,214,728$13,573,686▲ $358,958
Total Assets$13,274,533$13,625,928▲ $351,395
Other Assets Total$59,805$52,242▼ $7,563
Liabilities
Accounts Payable and Accrued Expenses$34,990$37,504▲ $2,514
Total Liabilities$34,990$37,504▲ $2,514
Net Assets / Fund Balance
Permanently Rstr Net Assets$13,057,598$13,416,781▲ $359,183
Temporarily Rstr Net Assets$181,945$171,643▼ $10,302
Total Net Assets Fund Balance$13,239,543$13,588,424▲ $348,881
Total Liabilities and Net Assets / Fund Balance$13,274,533$13,625,928▲ $351,395
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
Sr Janet KeimTrustee
Sr Jean RhoadsTrustee
Sr Joanne VasaTrustee
Sr Mary Beth KuberaTrustee
Sr Nora GattoTrustee
Sr Rose Ann AquilarTrustee
Sr Mary Catherine WarehimeTrustee Asst Secretary
Sr Louise GallahueTrustee Pres
Sr Teresa GeorgeTrustee Secretary/ Treasurer
Sr Mary WalzTrustee Vice Pres
Thomas BeckCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$297,185
Other Revenue
$0
Change in Net Assets
$-31,272
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$328,457
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
Other Expenses$181,945--$181,945
Fees for Services Accounting$4,800--$4,800
Total Functional Expenses$328,457$0$0$328,457
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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 A, Line 1A and B

“The Trustee has ten Board Members. All are members of a Catholic order of women religious, the Daughters of St. Vincent de Paul.”

Form 990, Part VI, Section B, Line 8A and 8B

“The Trustee has an annual report on the Trust to the Trustees governing body. There are no committees for the Trustee with authority to act on behalf of the governing body.”

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

“The Form 990 was reviewed by the Trustees manager and accountants and lawyers prior to filing. Further, it was distributed to the Trustees Board of Directors by email with a request for feedback.”

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

“The Trustee has its own conflict of interest policy. The Trustee enforces its own conflict of interest policy.”

Form 990, Part VI, Section B, Line 13

“The Trustee has its own whistleblower policy.”

Form 990, Part VI, Section B, Line 14

“The Trustee has its own document retention and destruction policy..”

Form 990, Part VI, Section B, Line 15

“The Trust has no paid employees.”

Form 990, Part VI, Section C, Line 19

“The Trust makes the documents, policies, and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Mary R Saner Charitable Trust
EIN
26-0608602
Phone
3145334770
Address
4330 Olive St, St Louis, MO 63108-2622

Signing Officer

Name
Teresa George Dc
Title
Treasurer
Signed
2017-04-17
Discuss with paid preparer
No

Organization Details

Principal Officer
Sr Louise Gallahue
Formed
2007
Legal Domicile
Mo
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Weil & Bachmann LLP
Address
18337 Rathbun Hills Rd, Wildwood, MO 63069
Preparer
John A Bachmann
Phone
6364583691
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 5

“This is the change in the unrealized gains and losses in the investment portfolio.”

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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/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Clements Univ Hospital
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Trustee has ten Board Members. All are members of a Catholic order of women religious, the Daughters of St. Vincent de Paul.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Trustee has an annual report on the Trust to the Trustees governing body. There are no committees for the Trustee with authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Form 990 was reviewed by the Trustees manager and accountants and lawyers prior to filing. Further, it was distributed to the Trustees Board of Directors by email with a request for feedback.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Trustee has its own conflict of interest policy. The Trustee enforces its own conflict of interest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Trustee has its own whistleblower policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Trustee has its own document retention and destruction policy..
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The Trust has no paid employees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7The Trust makes the documents, policies, and financial statements available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8This is the change in the unrealized gains and losses in the investment portfolio.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 1a and b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 8a and 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11a and 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 12a, 12b, 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, Line 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part XI, Line 5
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IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt013274533
IRS990/TotalAssetsEOYAmt013625928

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