Civic Intelligence

St Anne Village Inc

EIN 47-1033107 • 501(c)3 • Byron, CA

Profile

The purpose of the organization is to fund, develop and operate an intergenerational village consisting of Pre K-8 school senior housing, low income senior housing, and continuous care housing.

PO Box 374Byron, CA 94514

n/A

Siviq Scores

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

Liabilities / Assets

51st percentile

0.07x

Higher debt load relative to assets than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.62x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

3rd percentile

-106%

Higher net margin than 3% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

4th percentile

-49%

Faster asset growth than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

9.0%

Faster revenue growth than 53% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$1,739,591

Down $1,691,111 (-49%) from 2023

Liabilities

Down

$122,463

Down $6,802 (-5.3%) from 2023

Net Assets

Down

$1,617,128

Down $1,684,309 (-51%) from 2023

Operations
Liabilities / Revenue83rd percentileNet Margin3rd percentile

Revenue

Up

$198,195

Up $16,357 (+9.0%) from 2023

Expenses

Down

$409,122

Down $9,766 (-2.3%) from 2023

Net Income

Up

-$210,927

Up $26,123 (+11%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth4th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2015: $169,264Liabilities 2015: $194,000Net Assets 2015: -$24,7362015Assets 2016: $152,051Liabilities 2016: $206,000Net Assets 2016: -$53,9492016Assets 2017: $1,284,930Liabilities 2017: $207,509Net Assets 2017: $1,077,4212017Assets 2018: $1,689,889Liabilities 2018: $301,461Net Assets 2018: $1,388,4282018Assets 2019: $2,833,191Liabilities 2019: $373,060Net Assets 2019: $2,460,1312019Assets 2020: $4,161,885Liabilities 2020: $479,001Net Assets 2020: $3,682,8842020Assets 2021: $4,336,030Liabilities 2021: $422,985Net Assets 2021: $3,913,0452021Assets 2022: $3,781,737Liabilities 2022: $243,250Net Assets 2022: $3,538,4872022Assets 2023: $3,430,702Liabilities 2023: $129,265Net Assets 2023: $3,301,4372023Assets 2024: $1,739,591Liabilities 2024: $122,463Net Assets 2024: $1,617,1282024

Highlighted filing

2024

Assets$1,739,591
Liabilities$122,463
Net Assets$1,617,128
Open 2024 Filing

Operations Trend

Revenue Growth53rd percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2015: $9,400Expenses 2015: $40,096Net Income 2015: -$30,6962015Revenue 2016: $0Expenses 2016: $29,313Net Income 2016: -$29,3132016Revenue 2017: $1,288,215Expenses 2017: $156,745Net Income 2017: $1,131,4702017Revenue 2018: $677,559Expenses 2018: $371,129Net Income 2018: $306,4302018Revenue 2019: $1,419,833Expenses 2019: $348,131Net Income 2019: $1,071,7022019Revenue 2020: $1,782,815Expenses 2020: $440,066Net Income 2020: $1,342,7492020Revenue 2021: $675,353Expenses 2021: $445,192Net Income 2021: $230,1612021Revenue 2022: $179,935Expenses 2022: $554,493Net Income 2022: -$374,5582022Revenue 2023: $181,838Expenses 2023: $418,888Net Income 2023: -$237,0502023Revenue 2024: $198,195Expenses 2024: $409,122Net Income 2024: -$210,9272024

Highlighted filing

2024

Revenue$198,195
Expenses$409,122
Net Income-$210,927
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,739,591
Liabilities
$122,463
Net assets
$1,617,128
Revenue
$198,195
Expenses
$409,122
Net income
-$210,927
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.74$0.12$1.62$0.20$0.41$0.21
2023Detailed filing. Detailed filing data is available for this year.$3.43$0.13$3.30$0.18$0.42$0.24
2022Detailed filing. Detailed filing data is available for this year.$3.78$0.24$3.54$0.18$0.55$0.37
2021Detailed filing. Detailed filing data is available for this year.$4.34$0.42$3.91$0.68$0.45$0.23
2020Detailed filing. Detailed filing data is available for this year.$4.16$0.48$3.68$1.78$0.44$1.34
2019Detailed filing. Detailed filing data is available for this year.$2.83$0.37$2.46$1.42$0.35$1.07
2018Detailed filing. Detailed filing data is available for this year.$1.69$0.30$1.39$0.68$0.37$0.31
2017Summary only. Only limited summary data is available for this year.$1.28$0.21$1.08$1.29$0.16$1.13
2016Summary only. Only limited summary data is available for this year.$0.15$0.21$0.05$0.00$0.03$0.03
2015Summary only. Only limited summary data is available for this year.$0.17$0.19$0.02$0.01$0.04$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 9, 2024
Return Version
2023v5.1
Gross Receipts
$198,195
Mission and Program Overview

Mission

The purpose of the organization is to fund, develop and operate an intergenerational village consisting of Pre K-8 school senior housing, low income senior housing, and continuous care housing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,485,305$1,481,095▼ $4,210
Savings and Temporary Cash Investments$445,741$180,242▼ $265,499
Accounts Receivable$10,249$26,356▲ $16,107
Prepaid Expenses and Deferred Charges$1,070$5,168▲ $4,098
Cash and Non-Interest-Bearing Accounts$14,951$3,263▼ $11,688
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,012,933$1,739,591▼ $273,342
Other Assets Total$55,617$43,467▼ $12,150
Liabilities
Mortgage Notes Payable Secured by Investment Property$129,000$79,000▼ $50,000
Other Liabilities$55,613$43,463▼ $12,150
Unsecured Notes Loans Payable$265--
Total Liabilities$184,878$122,463▼ $62,415
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,828,055$1,617,128▼ $210,927
Total Net Assets Fund Balance$1,828,055$1,617,128▼ $210,927
Total Liabilities and Net Assets / Fund Balance$2,012,933$1,739,591▼ $273,342

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,474,092-$1,474,092
Equipment$7,003$12,630$19,633
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Patrick GrimesBoard Member
Eric BustosDirector
Lisa KimbleDirector
Maria XiarisDirector
Mike GrimesDirector
Pat WeberDirector
Lisa KimbleExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$14,929
Program Service Revenue
$183,266
Investment Income
$0
Other Revenue
$0
All Other Contributions
$14,929
Change in Net Assets
$-210,927
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$247,342
Other Expenses$161,780
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$228,592--$228,592
Occupancy$63,780$14,400-$78,180
Payroll Taxes$18,447--$18,447
Insurance$14,980--$14,980
Fees for Services Accounting-$11,328-$11,328
Information Technology$7,759--$7,759
Interest-$5,504-$5,504
Depreciation Depletion$4,210--$4,210
Other Expenses$4,102--$4,102
All Other Expenses$3,878--$3,878
Fees for Services Other$2,183--$2,183
Advertising-$1,524-$1,524
Other Employee Benefits$303--$303
Total Functional Expenses$376,366$32,756$0$409,122
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$43,463
Governance and Compliance

Governance Checklist

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

Governance Explanations

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

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
St Anne Village Inc
EIN
47-1033107
Phone
9252404757
Address
PO Box 374, Byron, CA 94514

Signing Officer

Name
Lisa Kimble
Title
Director
Signed
2024-12-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Kimble
Formed
2014
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Unalp CPA Group Inc
Address
175 LENNON LANE SUITE 201, WALNUT CREEK, CA 94598
Preparer
Jeffrey R Unalp
Phone
9252566321
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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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IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01070
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05168
IRS990/PrincipalOfficerNm0Lisa Kimble
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Participant Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0183266
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0183266
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt027318
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0152085
IRS990/PYProgramServiceRevenueAmt0149926
IRS990/PYRevenuesLessExpensesAmt0-245854
IRS990/PYSalariesCompEmpBnftPaidAmt0271013
IRS990/PYTotalExpensesAmt0423098
IRS990/PYTotalRevenueAmt0177244
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-210927
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0445741
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0180242
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0192044
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0175876
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0194145
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0687833
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01411351
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02661249
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06151
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01368
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0847
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02149
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08482
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt018997
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99290
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt02661249
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0192044
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0175876
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0194145
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0687833
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01411351
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02661249
IRS990ScheduleA/TotalSupportAmt02680246
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt07003
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012630
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt019633
IRS990ScheduleD/LandGrp/BookValueAmt01474092
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01474092
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt043463
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Lease Liability
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01481095
IRS990ScheduleD/TotalLiabilityAmt043463
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02012933
IRS990/TotalAssetsEOYAmt01739591
IRS990/TotalAssetsGrp/BOYAmt02012933
IRS990/TotalAssetsGrp/EOYAmt01739591
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt014929
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt032756
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0376366
IRS990/TotalFunctionalExpensesGrp/TotalAmt0409122
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0184878
IRS990/TotalLiabilitiesEOYAmt0122463
IRS990/TotalLiabilitiesGrp/BOYAmt0184878
IRS990/TotalLiabilitiesGrp/EOYAmt0122463
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01828055
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01617128
IRS990/TotalProgramServiceExpensesAmt0376366
IRS990/TotalProgramServiceRevenueAmt0183266
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0183266
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0198195
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02012933
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01739591
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0265
IRS990/USAddress/AddressLine1Txt0PO Box 374
IRS990/USAddress/CityNm0Byron
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094514
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lisa Kimble
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0St Anne Village Inc
ReturnHeader/Filer/BusinessNameControlTxt0STAN
ReturnHeader/Filer/EIN0471033107
ReturnHeader/Filer/PhoneNum09252404757
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 374
ReturnHeader/Filer/USAddress/CityNm0Byron
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094514
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461403666
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UNALP CPA GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0175 LENNON LANE SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALNUT CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094598
ReturnHeader/PreparerPersonGrp/PhoneNum09252566321
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey R Unalp
ReturnHeader/ReturnTs02024-12-09T13:09:15-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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