Civic Intelligence

St Anne Education Endowment Fund Inc

990EZ • Fiscal year 2017 • EIN 26-3451213

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 19, 2017

450 E Washington AvenueBethlehem, PA 18017

(610) 867-5039

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

93rd percentile

58%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

58th percentile

6.8%

Faster asset growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

87%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$349,904

Up $22,216 (+6.8%) from 2016

Net Assets

Up

$349,904

Up $22,216 (+6.8%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$38,401

Up $17,837 (+87%) from 2016

Expenses

Up

$16,185

Up $3,625 (+29%) from 2016

Net Income

Up

$22,216

Up $14,212 (+178%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2013: $292,562Net Assets 2013: $292,5622013Assets 2016: $327,688Net Assets 2016: $327,6882016Assets 2017: $349,904Net Assets 2017: $349,9042017

Highlighted filing

2017

Assets$349,904
Liabilities-
Net Assets$349,904

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$30K$20K$10K$0Revenue 2013: $19,634Expenses 2013: $12,690Net Income 2013: $6,9442013Revenue 2016: $20,564Expenses 2016: $12,560Net Income 2016: $8,0042016Revenue 2017: $38,401Expenses 2017: $16,185Net Income 2017: $22,2162017

Highlighted filing

2017

Revenue$38,401
Expenses$16,185
Net Income$22,216
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 19, 2017
Return Version
2016v3.0
Gross Receipts
$52,391
Mission and Program Overview

Mission

St. Anne education endowment fund, inc. Was established to provide funds and resources for the furtherance of st. Anne's school and roman catholic parish's educational needs. Its mission is to assist individuals within the parish and surrounding community obtain quality parochial education.

Program Services

DescriptionGrantsExpenses
ASSIST INDIVIDUALS WITHIN THE PARISH AND SURROUNDING COMMUNITY OBTAIN QUALITY PAROCHIAL EDUCATION.$10,000$16,185
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FR ANTHONY P MONGIELLOTrustee-$0--
DAVID R HENNTrustee-$0--
ANDREW KARABINTrustee-$0--
GLENN WRIGHTMANTrustee-$0--
CORINNE SITKOTrustee-$0--
WOODWARD CARSONTrustee-$0--
KRISTA CARSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
St Anne Education Endowment
EIN
26-3451213
Phone
6108675039
Address
450 E WASHINGTON AVENUE, BETHLEHEM, PA 18017

Signing Officer

Name
Fr Anthony P Mongiello
Title
Trustee
Phone
6108675039
Signed
2017-10-19
Discuss with paid preparer
Yes

Preparer

Firm
Buckno Lisicky & Company Pc
Address
645 HAMILTON ST SUITE 204, ALLENTOWN, PA 18101-2108
Preparer
Robert L Buck
Phone
6108218580
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

St. Anne school 450 e. Washington st. Bethlehem, pa 18017 10,000 0 0

Form 990-ez, Part I, Line 16

Expenses other expenses 1,185 scholarships 5,000 total 6,185

Form 990-ez, Part III

St. Anne education endowment fund, inc. Was established to provide funds and resources for the furtherance of st. Anne's school and roman catholic parish's educational needs. Its mission is to assist individuals within the parish and surrounding community obtain quality parochial education.

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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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IRS990EZ/PrimaryExemptPurposeTxt0ST. ANNE EDUCATION ENDOWMENT FUND, INC. WAS ESTABLISHED TO PROVIDE FUNDS AND RESOURCES FOR THE FURTHERANCE OF ST. ANNE'S SCHOOL AND ROMAN CATHOLIC PARISH'S EDUCATIONAL NEEDS. ITS MISSION IS TO ASSIST INDIVIDUALS WITHIN THE PARISH AND SURROUNDING COMMUNITY OBTAIN QUALITY PAROCHIAL EDUCATION.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ST. ANNE SCHOOL 450 E. WASHINGTON ST. BETHLEHEM, PA 18017 10,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OTHER EXPENSES 1,185 SCHOLARSHIPS 5,000 TOTAL 6,185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ST. ANNE EDUCATION ENDOWMENT FUND, INC. WAS ESTABLISHED TO PROVIDE FUNDS AND RESOURCES FOR THE FURTHERANCE OF ST. ANNE'S SCHOOL AND ROMAN CATHOLIC PARISH'S EDUCATIONAL NEEDS. ITS MISSION IS TO ASSIST INDIVIDUALS WITHIN THE PARISH AND SURROUNDING COMMUNITY OBTAIN QUALITY PAROCHIAL EDUCATION.
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0645 HAMILTON ST SUITE 204
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ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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