Civic Intelligence

St. Anns Academy

990 • Fiscal year 2021 • EIN 45-5408368

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 30, 2022

Organization ProfileSAACADEMY.ORG
PO Box 446Hornell, NY 14843

(607) 545-4060

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.59x

Higher debt load relative to assets than 92% of similar nonprofits.

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Liabilities / Revenue

93rd percentile

0.64x

Higher debt load relative to revenue than 93% of similar nonprofits.

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Net Margin

54th percentile

12%

Higher net margin than 54% of similar nonprofits.

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Asset Growth

58th percentile

8.3%

Faster asset growth than 58% of similar nonprofits.

2021 filings • NTEE B • <$500k nonprofits • Annualized from 2019 to 2021

Revenue Growth

52nd percentile

-3.1%

Faster revenue growth than 52% of similar nonprofits.

2021 filings • NTEE B • <$500k nonprofits • Annualized from 2019 to 2021

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$359,016

Up $52,923 (+17%) from 2019

Net Assets

Up

$146,790

Up $52,696 (+56%) from 2019

Liabilities

Up

$212,226

Up $227 (+0.1%) from 2019

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin54th percentile

Revenue

Down

$330,700

Down $21,472 (-6.1%) from 2019

Expenses

Down

$292,575

Down $19,461 (-6.2%) from 2019

Net Income

Down

$38,125

Down $2,011 (-5.0%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$600K$400K$200K$0Assets 2013: $93,385Liabilities 2013: $82,636Net Assets 2013: $10,7492013Assets 2014: $151,886Liabilities 2014: $154,3482014Assets 2015: $169,079Liabilities 2015: $150,333Net Assets 2015: $18,7462015Assets 2016: $174,316Liabilities 2016: $134,702Net Assets 2016: $39,6142016Assets 2018: $191,518Liabilities 2018: $138,824Net Assets 2018: $52,6942018Assets 2019: $306,093Liabilities 2019: $211,999Net Assets 2019: $94,0942019Assets 2021: $359,016Liabilities 2021: $212,226Net Assets 2021: $146,7902021Assets 2022: $424,540Liabilities 2022: $224,616Net Assets 2022: $199,9242022Assets 2023: $498,269Liabilities 2023: $218,806Net Assets 2023: $279,4632023Assets 2024: $467,392Liabilities 2024: $204,503Net Assets 2024: $262,8892024

Highlighted filing

2021

Assets$359,016
Liabilities$212,226
Net Assets$146,790
Open 2021 Filing

Operations Trend

Revenue Growth52nd percentile

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

$600K$400K$200K$0-$200KRevenue 2013: $129,659Expenses 2013: $118,910Net Income 2013: $10,7492013Revenue 2014: $136,487Expenses 2014: $149,698Net Income 2014: -$13,2112014Revenue 2015: $221,483Expenses 2015: $200,275Net Income 2015: $21,2082015Revenue 2016: $227,951Expenses 2016: $207,083Net Income 2016: $20,8682016Revenue 2018: $319,181Expenses 2018: $307,881Net Income 2018: $11,3002018Revenue 2019: $352,172Expenses 2019: $312,036Net Income 2019: $40,1362019Revenue 2021: $330,700Expenses 2021: $292,575Net Income 2021: $38,1252021Revenue 2022: $406,152Expenses 2022: $351,261Net Income 2022: $54,8912022Revenue 2023: $471,810Expenses 2023: $392,270Net Income 2023: $79,5402023Revenue 2024: $293,901Expenses 2024: $310,842Net Income 2024: -$16,9412024

Highlighted filing

2021

Revenue$330,700
Expenses$292,575
Net Income$38,125
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 30, 2022
Return Version
2020v4.0
Gross Receipts
$342,665
Mission and Program Overview

Mission

private elementary school

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$253,413$257,809▲ $4,396
Loans From Officers Directors$82,058$77,265▼ $4,793
Cash and Non-Interest-Bearing Accounts$47,510$68,482▲ $20,972
Savings and Temporary Cash Investments$7,932$11,744▲ $3,812
Investments in Publicly Traded Securities-$10,159-
Accounts Receivable$7,627$9,651▲ $2,024
Intangible Assets$1,340$1,171▼ $169
Total Assets$317,822$359,016▲ $41,194
Liabilities
Mortgage Notes Payable Secured by Investment Property$77,689$64,803▼ $12,886
Unsecured Notes Loans Payable$45,001$45,000▼ $1
Accounts Payable and Accrued Expenses$15,916$25,158▲ $9,242
Deferred Revenue$1,058--
Total Liabilities$221,722$212,226▼ $9,496
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$96,100$146,790▲ $50,690
Total Net Assets Fund Balance$96,100$146,790▲ $50,690
Total Liabilities and Net Assets / Fund Balance$317,822$359,016▲ $41,194

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$197,198$34,299-
Land$38,093--
Equipment$22,518$1,681-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020-$8,000▲ $182-$8,182
Compensation and Service Providers
Top Officer Pay85th percentile

Board Members and Trustees

NameTitle
JEROME O'CONNORPresident
Christopher BrewerBoard member
Grant LafranceBoard member
Hector HoyosBoard member
Sister Delores Ann SteinSecretary
David GrayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$106,410
Program Service Revenue
$177,842
Investment Income
$212
Other Revenue
$46,236
All Other Contributions
$49,328
Change in Net Assets
$38,125
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$227,942
Other Expenses$64,633
Total Fundraising Expense$7,252
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$209,349--$209,349
Occupancy$25,636--$25,636
Payroll Taxes$18,593--$18,593
Office Expenses$10,418$4,167-$14,584
Depreciation Depletion-$5,141-$5,141
Insurance-$3,597-$3,597
Other Expenses-$3,197$7,252$3,197
Interest-$2,873-$2,873
Information Technology$1,578--$1,578
Advertising$775--$775
Total Functional Expenses$266,349$18,975$7,252$292,575
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Field of ho$31,805$31,805$1,732$30,073
Cash Bonanz$16,500$16,500-$16,500
Total Events$48,305$48,305$5,532$42,773
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$82,058$77,265▼ $4,793
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 11B

“REVIEW AT BOARD MEETING”

Part VI Line 15A or B

“Board sets all salaries of employees”

Part VI Line 19

“Copies available upon request”

Filing and Contact Details

Filer

Filer Name
ST ANN'S ACADEMY
EIN
45-5408368
In Care Of
% CHRISTOPHER BREWER
Phone
6075454060
Address
PO BOX 446, HORNELL, NY 14843

Signing Officer

Name
Christopher Brewer
Title
Treasurer
Phone
6072811011
Signed
2022-01-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
JEROME O'CONNOR
Formed
2013
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
18

Preparer

Firm
Ronald S Norman CPA
Address
13453 BRANDI DAWN DR, LAKELAND, FL 33809
Preparer
Ronald S Norman CPA
Phone
8637779173
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt048305
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt042773
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01732
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01732
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd2false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd3false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd4false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd5false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd6false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd7false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd8false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd9false
IRS990ScheduleL/DisqualifiedPersonExBnftTrGrp/TransactionCorrectedInd0false
IRS990ScheduleL/DisqualifiedPersonExBnftTrGrp/TransactionCorrectedInd1false
IRS990ScheduleL/DisqualifiedPersonExBnftTrGrp/TransactionCorrectedInd2false
IRS990ScheduleL/DisqualifiedPersonExBnftTrGrp/TransactionCorrectedInd3false
IRS990ScheduleL/DisqualifiedPersonExBnftTrGrp/TransactionCorrectedInd4false
IRS990ScheduleL/DisqualifiedPersonExBnftTrGrp/TransactionCorrectedInd5false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt077265
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd1false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd2false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd3false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd4false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd5false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd6false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd7false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd8false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd9false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd1false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd2false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd3false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd4false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd5false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd6false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd7false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd8false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd9false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0MORTGAGE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt090000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0DAVID GRAY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0OFFICER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd1false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd2false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd3false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd4false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd5false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd6false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd7false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd8false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd9false
IRS990ScheduleL/TotalBalanceDueAmt077265
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEW AT BOARD MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD SETS ALL SALARIES OF EMPLOYEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPIES AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI Line 15a or b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI Line 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0317822
IRS990/TotalAssetsEOYAmt0359016
IRS990/TotalAssetsGrp/BOYAmt0317822
IRS990/TotalAssetsGrp/EOYAmt0359016
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0106410
IRS990/TotalEmployeeCnt018
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt07252
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018975
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0266349
IRS990/TotalFunctionalExpensesGrp/TotalAmt0292575
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0221722
IRS990/TotalLiabilitiesEOYAmt0212226
IRS990/TotalLiabilitiesGrp/BOYAmt0221722
IRS990/TotalLiabilitiesGrp/EOYAmt0212226
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt096100
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0146790
IRS990/TotalProgramServiceExpensesAmt0266349
IRS990/TotalProgramServiceRevenueAmt0177842
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0224290
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0330700
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0317822
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0359016
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt045001
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt045000
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt013384 Darnell Ave
IRS990/USAddress/CityNm0Port Charlotte
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033981
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$359,016
Liabilities
$212,226
Net assets
$146,790
Revenue
$330,700
Expenses
$292,575
Net income
$38,125
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.67$2.05$2.63$2.94$3.11$0.17
2023Summary only. Only limited summary data is available for this year.$4.98$2.19$2.79$4.72$3.92$0.80
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.25$2.25$2.00$4.06$3.51$0.55
2021Detailed filing. Detailed filing data is available for this year.$3.59$2.12$1.47$3.31$2.93$0.38
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.06$2.12$0.94$3.52$3.12$0.40
2018Summary only. Only limited summary data is available for this year.$1.92$1.39$0.53$3.19$3.08$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.74$1.35$0.40$2.28$2.07$0.21
2015Detailed filing. Detailed filing data is available for this year.$1.69$1.50$0.19$2.21$2.00$0.21
2014Summary only. Only limited summary data is available for this year.$1.52$1.54$1.36$1.50$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.83$0.11$1.30$1.19$0.11