Civic Intelligence

Mary R Saner Charitable Trust

990 • Fiscal year 2015 • EIN 26-0608602

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 27, 2016

Organization Profile
4330 Olive StSt Louis, MO 63108-2622

(314) 533-4770

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

18th percentile

0.06x

Higher debt load relative to revenue than 18% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

53rd percentile

1.9%

Faster asset growth than 53% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2015

Revenue Growth

13th percentile

-21%

Faster revenue growth than 13% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2015

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$13,274,533

Up $502,887 (+3.9%) from 2013

Net Assets

Up

$13,239,543

Up $501,325 (+3.9%) from 2013

Liabilities

Up

$34,990

Up $1,562 (+4.7%) from 2013

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin89th percentile

Revenue

Down

$563,651

Down $343,713 (-38%) from 2013

Expenses

Up

$329,093

Up $34,977 (+12%) from 2013

Net Income

Down

$234,558

Down $378,690 (-62%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$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

2015

Assets$13,274,533
Liabilities$34,990
Net Assets$13,239,543
Open 2015 Filing

Operations Trend

Revenue Growth13th percentile

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

2015

Revenue$563,651
Expenses$329,093
Net Income$234,558
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 27, 2016
Return Version
2015v2.1
Gross Receipts
$2,472,510
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$13,385,168$13,214,728▼ $170,440
Total Assets$13,443,745$13,274,533▼ $169,212
Other Assets Total$58,577$59,805▲ $1,228
Liabilities
Accounts Payable and Accrued Expenses$35,242$34,990▼ $252
Total Liabilities$35,242$34,990▼ $252
Net Assets / Fund Balance
Permanently Rstr Net Assets$13,222,102$13,057,598▼ $164,504
Temporarily Rstr Net Assets$186,401$181,945▼ $4,456
Total Net Assets Fund Balance$13,408,503$13,239,543▼ $168,960
Total Liabilities and Net Assets / Fund Balance$13,443,745$13,274,533▼ $169,212
Compensation and Service Providers
Top Officer Pay12th 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 Jane GravesTrustee Secretary/ Treasurer
Sr Mary WalzTrustee Vice Pres
Thomas BeckCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$563,651
Other Revenue
$0
Change in Net Assets
$234,558
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$329,093
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$186,401--$186,401
Fees for Services Accounting$2,600--$2,600
Total Functional Expenses$329,093$0$0$329,093
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
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 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
Jane Graves Dc
Title
Treasurer
Signed
2016-04-27
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
743 River Hills Dr, Fenton, MO 63026
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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IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
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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/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0186401

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,274,533
Liabilities
$34,990
Net assets
$13,239,543
Revenue
$563,651
Expenses
$329,093
Net income
$234,558
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