St Anne Education Endowment Fund Inc
Nonprofit profile at a glance
- EIN
- 263451213
- IRS 990-EZ coverage
- 2012–2016
- Forms available
- Form 990-EZ 2016
- Location
- Bethlehem, PA, USA
- Phone
- 6108675039
- Rating
- 92
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Single Organization Support
- Affiliation
- Christianity
Reported finances
- Revenue
- $38,401
- Expenses
- $16,185
- Assets
- $349,904
Source: IRS Form 990-EZ. Selected filing: tax year 2016. Amounts in USD.
Leadership & pay
7 people listed
People named in this filing
- FR ANTHONY P MONGIELLO (TRUSTEE)
- DAVID R HENN (TRUSTEE)
- ANDREW KARABIN (TRUSTEE)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2016. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
St. Anne education endowment fund, inc. Was established to provide funds and resources for the furtherance of st. Anne's school and roman catholic parish's educational needs. Its mission is to assist individuals within the parish and surrounding community obtain quality parochial education.
What it reported doing in 2016
Assist individuals within the parish and surrounding community obtain quality parochial education.
Operating model
- Revenue model
- Investment-supported. 75% of the money available for current operations came from recurring investment income.
- Distribution model
- Grant intermediary. The nonprofit sent 62% of its reported program spending out as grants.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Reported officer compensation is a large share of total spending, which may reflect staffing concentration and the available information about grant readiness automatic revocation leaves an important question unanswered.
Rating breakdown
- Financial Efficiency: 100
- Transparency & Controls: 82
- Sustainability: 80
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 57.9%; rating input score 95; 95th percentile among comparable filings
- Total-asset coverage ratio: 21.62; rating input score 96; 96th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 8.1% per year; rating input score 100; 69th percentile among comparable filings
- Revenue growth: 14% per year; rating input score 100; 86th percentile among comparable filings
- Asset growth: 4.2% per year; rating input score 100; 57th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $16K in reported program spending
- Leadership: top reported pay $0 · 7 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 3 filing years from 2012 to 2016
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- Review — Sustainability: Officer compensation ratio scored 56/100.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.