Civic Intelligence

St Anns Donor Trust

990 • Fiscal year 2023 • EIN 47-6501670

Jul 01, 2022 to Jun 30, 2023 • Filed on Mar 19, 2024

Organization Profilewww.stanns.org
4901 Eastern AveHyattsville, MD 20782

(301) 559-5500

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

96th percentile

76%

Higher net margin than 96% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

16th percentile

$37,105

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

62nd percentile

10%

Faster asset growth than 62% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

28th percentile

-6.5%

Faster revenue growth than 28% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$10,232,183

Up $970,321 (+10%) from 2022

Net Assets

Up

$10,232,183

Up $970,321 (+10%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin96th percentile

Revenue

Down

$224,758

Down $15,625 (-6.5%) from 2022

Expenses

Down

$53,458

Down $3,991 (-6.9%) from 2022

Net Income

Down

$171,300

Down $11,634 (-6.4%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$15M$10M$5.0M$0Assets 2015: $5,134,138Liabilities 2015: $0Net Assets 2015: $5,134,1382015Assets 2016: $5,100,820Liabilities 2016: $0Net Assets 2016: $5,100,8202016Assets 2017: $5,365,080Liabilities 2017: $0Net Assets 2017: $5,365,0802017Assets 2018: $5,932,391Liabilities 2018: $0Net Assets 2018: $5,932,3912018Assets 2019: $6,098,035Liabilities 2019: $0Net Assets 2019: $6,098,0352019Assets 2020: $6,461,811Liabilities 2020: $0Net Assets 2020: $6,461,8112020Assets 2021: $10,400,197Liabilities 2021: $0Net Assets 2021: $10,400,1972021Assets 2022: $9,261,862Liabilities 2022: $0Net Assets 2022: $9,261,8622022Assets 2023: $10,232,183Liabilities 2023: $0Net Assets 2023: $10,232,1832023Assets 2024: $11,096,560Liabilities 2024: $0Net Assets 2024: $11,096,5602024Assets 2025: $11,162,988Liabilities 2025: $690,000Net Assets 2025: $10,472,9882025

Highlighted filing

2023

Assets$10,232,183
Liabilities$0
Net Assets$10,232,183
Open 2023 Filing

Operations Trend

Revenue Growth28th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $5,086,350Expenses 2015: $11,762Net Income 2015: $5,074,5882015Revenue 2016: $396,517Expenses 2016: $279,127Net Income 2016: $117,3902016Revenue 2017: $283,318Expenses 2017: $287,797Net Income 2017: -$4,4792017Revenue 2018: $164,802Expenses 2018: $33,747Net Income 2018: $131,0552018Revenue 2019: $168,067Expenses 2019: $331,667Net Income 2019: -$163,6002019Revenue 2020: $287,220Expenses 2020: $37,508Net Income 2020: $249,7122020Revenue 2021: $2,205,852Expenses 2021: $41,810Net Income 2021: $2,164,0422021Revenue 2022: $240,383Expenses 2022: $57,449Net Income 2022: $182,9342022Revenue 2023: $224,758Expenses 2023: $53,458Net Income 2023: $171,3002023Revenue 2024: $250,823Expenses 2024: $560,623Net Income 2024: -$309,8002024Revenue 2025: $281,978Expenses 2025: $1,484,722Net Income 2025: -$1,202,7442025

Highlighted filing

2023

Revenue$224,758
Expenses$53,458
Net Income$171,300
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Mar 19, 2024
Return Version
2022v5.0
Gross Receipts
$1,347,828
Mission and Program Overview

Mission

The Trust is organized to operate exclusively for the benefit of, and to carry out the purposes of St. Anns center for children, youth, and families, a 501(C)(3) organization. The trust is organized to hold, administer, and disburse donations and reserve fund accounts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,776,435$10,014,790▲ $1,238,355
Savings and Temporary Cash Investments$485,427$217,393▼ $268,034
Total Assets$9,261,862$10,232,183▲ $970,321
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,204,121$10,232,183▲ $1,028,062
Net Assets With Donor Restrictions$57,741--
Total Net Assets Fund Balance$9,261,862$10,232,183▲ $970,321
Total Liabilities and Net Assets / Fund Balance$9,261,862$10,232,183▲ $970,321

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$9,261,862$2,269▲ $1,021,510-$10,232,183
2021$10,400,197$39,142▼ $1,120,028-$9,261,862
2020$6,461,811$2,054,236▲ $1,925,960-$10,400,197
2019$6,098,035-▲ $401,284-$6,461,811
2018$5,932,391-▲ $497,311-$6,098,035
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleOtherTotal
Sr Mary BaderCEO - Until 1824$37,105$37,105

Board Members and Trustees

NameTitle
Anthony CancelosiChairman
Carolyn Snyder McVieTrustee
Mary Dee ClancyTrustee
Patrick SelwoodTrustee
Tom BorgerTrustee
Sr Nancy DowningCEO - From 1824
Revenue and Support

Revenue Composition

Contributions and Grants
$2,269
Program Service Revenue
$0
Investment Income
$222,489
Other Revenue
$0
All Other Contributions
$2,269
Change in Net Assets
$171,300

Audited Revenue Reconciliation

Revenue per Audited Statements
$171,300
Revenue Not Reported on Financial Statements
$53,458
Revenue Not Reported on Form 990
$799,021
Total Revenue per Audited Statements
$970,321
Total Revenue per Form 990
$224,758
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$53,458
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
Fees for Service Investment Mgmnt Fees-$53,458-$53,458
Total Functional Expenses$0$53,458$0$53,458

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$53,458
Total Expenses per Form 990$53,458
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Committee meeting documentation Part VI line 8B

“The Donor Trust does not have committees and, accordingly, there are no minutes of committee meetings.”

Form 990 governing body review Part VI line 11

“The form 990 was prepared by the outside accountants and reviewed by senior management. The entire board then reviewed the public disclosure copy. After the review, the 990 was filed with the Internal Revenue Service.”

Conflict of interest policy compliance Part VI line 12C

“The Donor Trust uses the same conflict of interest policy used by its supported organization, St. Anns Center for Children, Youth, and Families. As an agency of the Archdiocese of Washington, D.C., it follows the policy of requiring an annual conflict of interest statement to be filed by each member of the board of directors. If a conflict arises, the board of directors deliberates and decides how the issue should be resolved. If a member of the voting board is involved, that conflicted member is recused from voting on the issue.”

Governing documents etc available to public Part VI line 19

“The governing documents, conflict of interest policy, and financial statements are provided to the public upon request. A reasonable charge for copying and handling may be assessed.”

Part VII response or note to any other line in Part VII

“Form 990, Part VII, Section A: Sister Mary Bader is not compensated directly by St. Anns Center for Children, Youth and Families, the supported organization of the Donor Trust, for her role as CEO of the center. St. Anns paid the daughters of charity ministries slightly more than $3,000 each month to cover the cost of Sister Marys medical insurance, retirement, and stipend. Therefore, $37,105 of compensation is disclosed on form 990, Part VII as compensation paid by St. Anns to Sister Mary Bader.”

Filing and Contact Details

Filer

Filer Name
St Anns Donor Trust
EIN
47-6501670
Address
4901 Eastern Ave, Hyattsville, MD 20782

Signing Officer

Name
Sr Nancy Downing
Title
CEO - From 18
Phone
3015595500
Signed
2024-03-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sr Mary Bader
Formed
2014
Legal Domicile
Md
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Mullins PC
Address
7625 Wisconsin Avenue, Bethesda, MD 20814
Preparer
John Mullins
Phone
2027706371
Supplemental Narrative

Additional Explanations

Amended return information

“Amended to make changes to Board List and Board Members titles.”

Financial Statement Notes

Endowment funds intended uses (Part V, line 4)

“This Trust is organized to hold, administer, and disburse donations and reserve fund amounts. The Trust is organized and at all times operated exclusively for the benefit of, to perform the functions of, or to carry out the purpose of St. Anns. The Trust purposes are limited to exempt purposes as provided under internal revenue code section 501(c)(3).”

Footnote for uncertain tax position under FIN 48 (Part X)

“For the year ended June 30, 2023, The Trust has documented its consideration of FASB ASC 740-10, income taxes, that provides guidance for reporting uncertainty in income taxes and has determined that no material uncertain tax positions qualify for either recognition or disclosure in the combined financial statements.”

Raw XML Appendix396 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.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0This Trust is organized to hold, administer, and disburse donations and reserve fund amounts. The Trust is organized and at all times operated exclusively for the benefit of, to perform the functions of, or to carry out the purpose of St. Anns. The Trust purposes are limited to exempt purposes as provided under internal revenue code section 501(c)(3).
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1For the year ended June 30, 2023, The Trust has documented its consideration of FASB ASC 740-10, income taxes, that provides guidance for reporting uncertainty in income taxes and has determined that no material uncertain tax positions qualify for either recognition or disclosure in the combined financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Endowment funds intended uses (Part V, line 4)
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Footnote for uncertain tax position under FIN 48 (Part X)
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Amended to make changes to Board List and Board Members titles.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Donor Trust does not have committees and, accordingly, there are no minutes of committee meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The form 990 was prepared by the outside accountants and reviewed by senior management. The entire board then reviewed the public disclosure copy. After the review, the 990 was filed with the Internal Revenue Service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Donor Trust uses the same conflict of interest policy used by its supported organization, St. Anns Center for Children, Youth, and Families. As an agency of the Archdiocese of Washington, D.C., it follows the policy of requiring an annual conflict of interest statement to be filed by each member of the board of directors. If a conflict arises, the board of directors deliberates and decides how the issue should be resolved. If a member of the voting board is involved, that conflicted member is recused from voting on the issue.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The governing documents, conflict of interest policy, and financial statements are provided to the public upon request. A reasonable charge for copying and handling may be assessed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Form 990, Part VII, Section A: Sister Mary Bader is not compensated directly by St. Anns Center for Children, Youth and Families, the supported organization of the Donor Trust, for her role as CEO of the center. St. Anns paid the daughters of charity ministries slightly more than $3,000 each month to cover the cost of Sister Marys medical insurance, retirement, and stipend. Therefore, $37,105 of compensation is disclosed on form 990, Part VII as compensation paid by St. Anns to Sister Mary Bader.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Amended return information
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part VII response or note to any other line in Part VII
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Healing Strengthening & Inspiring Vulnerable Women & Childr
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Sr Nancy Downing
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO - From 18
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-19
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ReturnHeader/PreparerPersonGrp/PhoneNum02027706371
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Mullins
ReturnHeader/ReturnTs02024-03-19T14:23:40-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Sr Nancy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Downing
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,232,183
Liabilities
$0
Net assets
$10,232,183
Revenue
$224,758
Expenses
$53,458
Net income
$171,300
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.2$0.69$10.5$0.28$1.48$1.20
2024Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.25$0.56$0.31
2023Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.22$0.05$0.17
2022Detailed filing. Detailed filing data is available for this year.$9.26$0.00$9.26$0.24$0.06$0.18
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$0.00$10.4$2.21$0.04$2.16
2020Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$0.29$0.04$0.25
2019Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.17$0.33$0.16
2018Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.16$0.03$0.13
2017Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.28$0.29$0.00
2016Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.40$0.28$0.12
2015Summary only. Only limited summary data is available for this year.$5.13$0.00$5.13$5.09$0.01$5.07