Civic Intelligence

St Anne Trustee Corporation

EIN 45-3344130 • 501(c)3 • Laguna Niguel, CA

Profile

To advance and promote the educational, religious and other charitable activities and missions of st. Anne school.

32451 Bear Brand RdLaguna Niguel, CA 92677

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

84th percentile

36%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

52nd percentile

0.0%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$11,311

Up $3,013 (+36%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$11,311

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin92nd percentile

Revenue

Flat

$5,000

Flat from 2024

Expenses

Down

$1,987

Down $9,113 (-82%) from 2024

Net Income

Up

$3,013

Up $9,113 (+149%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

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

$20K$15K$10K$5.0K$0Assets 2017: $2,770Liabilities 2017: $02017Assets 2018: $12,920Liabilities 2018: $2,1152018Assets 2019: $13,721Liabilities 2019: $02019Assets 2020: $13,701Liabilities 2020: $7502020Assets 2021: $17,111Net Assets 2021: $17,1112021Assets 2022: $16,236Net Assets 2022: $16,2362022Assets 2023: $14,398Net Assets 2023: $14,3982023Assets 2024: $8,298Liabilities 2024: $02024Assets 2025: $11,311Net Assets 2025: $11,3112025

Highlighted filing

2025

Assets$11,311
Liabilities-
Net Assets$11,311
Open 2025 Filing

Operations Trend

Revenue Growth52nd percentile

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

$30K$20K$10K$0-$10KRevenue 2017: $2,770Expenses 2017: $0Net Income 2017: $2,7702017Revenue 2018: $27,230Expenses 2018: $19,195Net Income 2018: $8,0352018Revenue 2019: $5,000Expenses 2019: $2,084Net Income 2019: $2,9162019Revenue 2020: $0Expenses 2020: $770Net Income 2020: -$7702020Revenue 2021: $0Expenses 2021: $840Net Income 2021: -$8402021Revenue 2022: $0Expenses 2022: $875Net Income 2022: -$8752022Revenue 2023: $0Expenses 2023: $1,838Net Income 2023: -$1,8382023Revenue 2024: $5,000Expenses 2024: $11,100Net Income 2024: -$6,1002024Revenue 2025: $5,000Expenses 2025: $1,987Net Income 2025: $3,0132025

Highlighted filing

2025

Revenue$5,000
Expenses$1,987
Net Income$3,013
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,311
Liabilities
-
Net assets
$11,311
Revenue
$5,000
Expenses
$1,987
Net income
$3,013
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.3$11.3$5.00$1.99$3.01
2024Summary only. Only limited summary data is available for this year.$8.30$0.00$5.00$11.1$6.10
2023Detailed filing. Detailed filing data is available for this year.$14.4$14.4$0.00$1.84$1.84
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.2$16.2$0.00$0.88$0.88
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.1$17.1$0.00$0.84$0.84
2020Summary only. Only limited summary data is available for this year.$13.7$0.75$0.00$0.77$0.77
2019Summary only. Only limited summary data is available for this year.$13.7$0.00$5.00$2.08$2.92
2018Summary only. Only limited summary data is available for this year.$12.9$2.12$27.2$19.2$8.04
2017Summary only. Only limited summary data is available for this year.$2.77$0.00$2.77$0.00$2.77
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$5,000
Mission and Program Overview

Mission

To advance and promote the educational, religious and other charitable activities and missions of st. Anne school.

Program Services

DescriptionGrantsExpenses
TO ADVANCE AND PROMOTE THE EDUCATIONAL, RELIGIOUS AND OTHER CHARITABLE ACTIVITIES AND MISSIONS OF ST. ANNE SCHOOL.-$1,987
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIMOTHY BUSCHChairman-$0--
Abbott Eugene HayesTrustee-$0--
THOMAS PARRFounder Trustee-$0--
BRANDON MAZZACAVALLOTrustee-$0--
MARC SPIZZIRRIFounder Trustee-$0--
Patrick MosesTrustee-$0--
Todd CarperTrustee-$0--
Ryan DayTrustee-$0--
Filing and Contact Details

Filer

Filer Name
St Anne Trustee Corporation
EIN
45-3344130
Phone
9492766721
Address
32451 Bear Brand Rd, Laguna Niguel, CA 92677

Signing Officer

Name
Todd Carper
Title
Trustee
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Wertz & Company LLP
Address
5450 Trabuco Road, Irvine, CA 92620
Preparer
Russ Wertz
Phone
9497565000
Raw XML Appendix152 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Todd Carper
IRS990EZ/BooksInCareOfDetail/PhoneNum09492766700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt032451 Bear Brand Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Laguna Niguel
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092677
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08298
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011311
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03013
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01987
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08298
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011311
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt05000
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08298
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011311
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08298
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011311
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TIMOTHY BUSCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Abbott Eugene Hayes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THOMAS PARR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRANDON MAZZACAVALLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARC SPIZZIRRI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Patrick Moses
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Todd Carper
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Ryan Day
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Founder Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Founder Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ADVANCE AND PROMOTE THE EDUCATIONAL, RELIGIOUS AND OTHER CHARITABLE ACTIVITIES AND MISSIONS OF ST. ANNE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ADVANCE AND PROMOTE THE EDUCATIONAL, RELIGIOUS AND OTHER CHARITABLE ACTIVITIES AND MISSIONS OF ST. ANNE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01987
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01987
IRS990EZ/TotalProgramServiceExpensesAmt01987
IRS990EZ/TotalRevenueAmt05000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010000
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt010000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/Total509Grp/TotalAmt010000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010000
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
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Todd Carper
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0St Anne Trustee Corporation
ReturnHeader/Filer/BusinessNameControlTxt0STAN
ReturnHeader/Filer/EIN0453344130
ReturnHeader/Filer/PhoneNum09492766721
ReturnHeader/Filer/USAddress/AddressLine1Txt032451 Bear Brand Rd
ReturnHeader/Filer/USAddress/CityNm0Laguna Niguel
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092677
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020639624
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wertz & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05450 Trabuco Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092620
ReturnHeader/PreparerPersonGrp/PhoneNum09497565000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Russ Wertz
ReturnHeader/ReturnTs02025-11-05T10:08:15-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits