Civic Intelligence

St Margaret Inc

EIN 82-1663961 • 501(c)3 • Dallas, TX

Profile

To hold cash and investments for use in furthering the overall mission which is to provide safe affordable housing to vulnerable seniors and families and improving their quality of life through collaboration with service organizations.

2920 Forest Lane Box 415Dallas, TX 75234-5202
Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

6th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

91st percentile

58%

Higher net margin than 91% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

61st percentile

$211,338

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 35.3% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

20%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$13,457,598

Up $1,539,225 (+13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$13,457,598

Up $1,539,225 (+13%) from 2023

Revenue

Up

$598,477

Up $99,151 (+20%) from 2023

Expenses

Up

$248,743

Up $55,616 (+29%) from 2023

Net Income

Up

$349,734

Up $43,535 (+14%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2018: $3,851,076Liabilities 2018: $4,601Net Assets 2018: $3,846,4752018Assets 2019: $4,744,844Liabilities 2019: $30,000Net Assets 2019: $4,714,8442019Assets 2020: $5,009,346Liabilities 2020: $8,210Net Assets 2020: $5,001,1362020Assets 2021: $9,842,609Liabilities 2021: $0Net Assets 2021: $9,842,6092021Assets 2022: $10,661,475Liabilities 2022: $0Net Assets 2022: $10,661,4752022Assets 2023: $11,918,373Liabilities 2023: $0Net Assets 2023: $11,918,3732023Assets 2024: $13,457,598Liabilities 2024: $0Net Assets 2024: $13,457,5982024

Highlighted filing

2024

Assets$13,457,598
Liabilities$0
Net Assets$13,457,598

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2018: $3,906,475Expenses 2018: $60,000Net Income 2018: $3,846,4752018Revenue 2019: $68,435Expenses 2019: $62,486Net Income 2019: $5,9492019Revenue 2020: $47,751Expenses 2020: $29,520Net Income 2020: $18,2312020Revenue 2021: $12,357Expenses 2021: $33,077Net Income 2021: -$20,7202021Revenue 2022: $545,377Expenses 2022: $45,757Net Income 2022: $499,6202022Revenue 2023: $499,326Expenses 2023: $193,127Net Income 2023: $306,1992023Revenue 2024: $598,477Expenses 2024: $248,743Net Income 2024: $349,7342024

Highlighted filing

2024

Revenue$598,477
Expenses$248,743
Net Income$349,734

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 10, 2025
Return Version
2024v5.0
Gross Receipts
$598,477
Mission and Program Overview

Mission

To hold cash and investments for use in furthering the overall mission which is to provide safe affordable housing to vulnerable seniors and families and improving their quality of life through collaboration with service organizations.

To hold cash and investments; to provide loans and loan guarantees to affiliated organization; and to assist affiliated organizations in securing long term financing options. These funcation are part of the organization's overall mission, which is to provide safe affordable housing to vulnerable seniors and families and improving their quality of life through collaboration with service organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$8,656,956$7,768,687▼ $888,269
Other Notes and Loans Receivable, Net$3,251,012$5,688,812▲ $2,437,800
Investments Other Securities$100$100→ $0
Cash and Non-Interest-Bearing Accounts$10,305$-1▼ $10,306
Total Assets$11,918,373$13,457,598▲ $1,539,225
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,918,373$13,457,598▲ $1,539,225
Total Net Assets Fund Balance$11,918,373$13,457,598▲ $1,539,225
Total Liabilities and Net Assets / Fund Balance$11,918,373$13,457,598▲ $1,539,225
Compensation and Service Providers

Employees

NameTitleOtherTotal
Joseph W DingmanTreasurer$3,600$3,600

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$4,000
Program Service Revenue
$0
Investment Income
$594,477
Other Revenue
$0
All Other Contributions
$4,000
Change in Net Assets
$349,734
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$163,935
Other Expenses$45,308
Grants and Similar Amounts Paid$39,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$163,935--$163,935
Grants to Domestic Orgs$39,500--$39,500
Fees for Services Accounting-$5,150-$5,150
Other Expenses$650$38,084-$650
Insurance$311--$311
Total Functional Expenses$205,509$43,234$0$248,743
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Catholic Charities of Dallas IncDallas, TX501(c)General Support$15,000
BISHOP'S INVITATIONAL FOR SCHOLARSHDallas, TX501(c)Tuition Assistance$10,000
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Directors receive copies of the 990 for their review prior to filing.

Form 990, Page 6, Part VI, Line 12C

There were no transactions with or compensation to board members by the organization during the year.

Form 990, Page 6, Part VI, Line 19

UPON WRITTEN REQUEST.

Filing and Contact Details

Filer

Filer Name
St Margaret Inc
EIN
82-1663961
Phone
9722411272
Address
2920 FOREST LANE BOX 415, DALLAS, TX 75234-5202

Signing Officer

Name
Joseph W Dingman
Title
Treasurer
Phone
9722411272
Signed
2025-06-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sister Mary Anne Owens Ssnd
Formed
2017
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Maddox & Associates Apc
Address
5627 BANKERS AVE BLDG 2, BATON ROUGE, LA 70808-2610
Preparer
Jason R Pennington
Phone
2259263360
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To hold cash and investments; to provide loans and loan guarantees to affiliated organization; and to assist affiliated organizations in securing long term financing options. These funcation are part of the organization's overall mission, which is to provide safe affordable housing to vulnerable seniors and families and improving their quality of life through collaboration with service organizations.

Form 990, Part XI, Line 9

Contributions from affiliates 1,189,491

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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd610
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd710
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd810
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt60
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt70
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt80
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt60
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt70
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt80
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ST STEPHEN INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1VILLA SANTA MARIA INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2ST CATHERINE OF SIENA INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3NOTRE DAME COURT INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4NOTRE DAME PLACE INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5ST JUDE INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt6ST MARTIN DE PORRES INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt7ST MARGARET LLC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt8CENTRAL DALLAS COMMUNITY DEVELOPMENT CORP
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IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt115000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TUITION ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BISHOP'S INVITATIONAL FOR SCHOLARSH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CATHOLIC CHARITIES OF DALLAS INC
IRS990ScheduleI/RecipientTable/RecipientEIN0750800637
IRS990ScheduleI/RecipientTable/RecipientEIN1752745221
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 190507
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11421 W MOCKINGBIRD LANE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DALLAS
IRS990ScheduleI/RecipientTable/USAddress/CityNm1DALLAS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd075219
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd175247
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MUST HAVE STRONG KNOWLEDGE OF ANY ORGANIZATION WHICH RECEIVES A GRANT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt02
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IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt031338
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0180000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SHANNON ORTLEB
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0COO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0211338
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO HOLD CASH AND INVESTMENTS; TO PROVIDE LOANS AND LOAN GUARANTEES TO AFFILIATED ORGANIZATION; AND TO ASSIST AFFILIATED ORGANIZATIONS IN SECURING LONG TERM FINANCING OPTIONS. THESE FUNCATION ARE PART OF THE ORGANIZATION'S OVERALL MISSION, WHICH IS TO PROVIDE SAFE AFFORDABLE HOUSING TO VULNERABLE SENIORS AND FAMILIES AND IMPROVING THEIR QUALITY OF LIFE THROUGH COLLABORATION WITH SERVICE ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DIRECTORS RECEIVE COPIES OF THE 990 FOR THEIR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE WERE NO TRANSACTIONS WITH OR COMPENSATION TO BOARD MEMBERS BY THE ORGANIZATION DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTRIBUTIONS FROM AFFILIATES 1,189,491
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0851259677
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0HOUSING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ST MARGARET LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt02920 FOREST LANE SUITE 415
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0DALLAS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd075234
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd4false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd5false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd6false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd7false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd5N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd6N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd7N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ST STEPHEN INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1VILLA SANTA MARIA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2ST CATHERINE OF SIENA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3NOTRE DAME COURT INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4NOTRE DAME PLACE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5ST MARTIN DE PORRES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt6ST JUDE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt7CENTRAL DALLAS COMMUNITY DEVELOPMEN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0752731061
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1752594955
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2752821401
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3262413958
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4453155531
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN5752504225
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN6800850327
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN7752948028
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt5501C

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