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Nonprofiteer
← SAINT AGATHA FOUNDATION

Form 990 for tax year 2022

Filed by SAINT AGATHA FOUNDATION.

Totals

Total revenue
$1,128,385
Total expenses
$2,666,890
Contributions and grants received
$83,122
Grants paid
$2,186,041
Program service revenue
$0
Investment income
$1,045,263
Other revenue
$0
Total assets, end of year
$67,251,330
Total liabilities, end of year
$622,160
Net assets or fund balances, end of year
$66,629,170
Program services expenses (Part IX)
$2,336,631
Management and general expenses
$305,659
Fundraising expenses
$24,600
Program service expenses (Part III)
$2,336,631

Program services were 87.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $83,122

  • 3 · Investment income

    total $831,056 · unrelated business -$3,304 · excluded $834,360

  • 7a · Gross sales of assets other than inventory

    securities $214,207

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $214,207

  • 7d · Net gain or loss

    total $214,207 · unrelated business -$21,689 · excluded $235,896

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,186,041 · program services $2,186,041

  • 11b · Fees: legal

    total $3,982 · management and general $3,982

  • 11c · Fees: accounting

    total $89,977 · management and general $89,977

  • 11f · Fees: investment management

    total $94,069 · program services $94,069

  • 12 · Advertising and promotion

    total $35,371 · program services $10,771 · fundraising $24,600

  • 13 · Office expenses

    total $467 · management and general $467

  • 17 · Travel

    total $175 · management and general $175

  • 19 · Conferences, conventions and meetings

    total $18,886 · management and general $18,886

  • 22 · Depreciation, depletion and amortization

    total $4,000 · program services $2,000 · management and general $2,000

  • 23 · Insurance

    total $59,410 · management and general $59,410

  • 24a · Other expenses: ADMINISTRATIVE FEES

    total $175,000 · program services $43,750 · management and general $131,250

  • 24b · Other expenses: UNRELATED BUS. INC. TAX

    total -$21 · management and general -$21

  • 24c · Other expenses: FOREIGN TAX WITHHELD

    total -$467 · management and general -$467

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $265,870 · end of year $747,433

  • 4 · Accounts receivable

    beginning of year $412 · end of year $412

  • 9 · Prepaid expenses and deferred charges

    beginning of year $8,661 · end of year $10,146

  • 10a · Land, buildings and equipment: cost or other basis

    $22,600

  • 10b · Land, buildings and equipment: accumulated depreciation

    $21,600

  • 10c · Land, buildings and equipment, net

    beginning of year $5,000 · end of year $1,000

  • 11 · Investments: publicly traded securities

    beginning of year $37,796,557 · end of year $42,488,240

  • 12 · Investments: other securities

    beginning of year $25,536,187 · end of year $24,004,099

  • 18 · Grants payable

    beginning of year $100,000 · end of year $543,000

  • 25 · Other liabilities

    beginning of year $18,545 · end of year $79,160

  • 27 · Net assets without donor restrictions

    beginning of year $63,494,142 · end of year $66,629,170

Mission and programs · 2022

Mission

SAINT AGATHA FOUNDATION, THROUGH ITS GRANTMAKING ACTIVITIES, IS DEDICATED TO PROVIDING SUPPORT, COMFORT AND CARE FOR THOSE AFFLICTED WITH BREAST CANCER PRIMARILY IN CENTRAL NEW YORK STATE. SAINT AGATHA FOUNDATION IS A SUPPORTING ORGANIZATION TO NATIONAL PHILANTHROPIC TRUST (NPT), AN INDEPENDENT, NATIONALLY-RECOGNIZED PUBLIC CHARITY WHOSE MISSION IS TO INCREASE PHILANTHROPY IN SOCIETY.

Activities or mission (Part I)

SAINT AGATHA FOUNDATION PROVIDES FINANCIAL SUPPORT TO BREAST CANCER PATIENTS IN CENTRAL NEW YORK.

  • SAINT AGATHA FOUNDATION PROVIDED GRANTS TOTALING $2,186,041 TO CHARITABLE ORGANIZATIONS AND PROGRAMS SUPPORTING THOSE AFFLICTED WITH BREAST CANCER, IN SUPPORT OF THE MISSION OF NATIONAL PHILANTHROPIC TRUST TO INCREASE PHILANTHROPY IN SOCIETY.

    Expenses $2,336,631 · Grants $2,186,041

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • EILEEN R HEISMAN

    DIRECTOR, ASST. SECRETARY

    Total calculated
    $990,974
    From this org
    $0
    From related orgs
    $945,057
    Other
    $45,917
    Hours/week
    3 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $595,879 related
    Bonus
    $0 + $300,000 related
    Other
    $0 + $49,178 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $27,617 related
    Filer's total
    $0 + $990,974 related

  • ANN DUGAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • MANISH SHAH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • KATHLEEN MEZZALINGUA

    DIRECTOR, PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • DANIEL MEZZALINGUA

    DIRECTOR, VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • ELLEN M MCGUINN

    ASST. TREASURER (THRU 6/23/23)

    Total calculated
    $461,319
    From this org
    $0
    From related orgs
    $418,204
    Other
    $43,115
    Hours/week
    3 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $280,774 related
    Bonus
    $0 + $116,240 related
    Other
    $0 + $21,190 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $24,815 related
    Filer's total
    $0 + $461,319 related

  • ANDREA C RUSH

    ASST. SECRETARY

    Total calculated
    $305,670
    From this org
    $0
    From related orgs
    $260,653
    Other
    $45,017
    Hours/week
    3 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $190,233 related
    Bonus
    $0 + $69,970 related
    Other
    $0 + $450 related
    Deferred
    $0 + $15,759 related
    Nontaxable benefits
    $0 + $29,258 related
    Filer's total
    $0 + $305,670 related

  • DEBRA FALK

    SECRETARY

    Total calculated
    $268,510
    From this org
    $0
    From related orgs
    $224,600
    Other
    $43,910
    Hours/week
    3 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $180,110 related
    Bonus
    $0 + $44,190 related
    Other
    $0 + $300 related
    Deferred
    $0 + $8,800 related
    Nontaxable benefits
    $0 + $35,110 related
    Filer's total
    $0 + $268,510 related

  • ANDREA KATZ

    ASST. TREASURER (AS OF 7/12/22)

    Total calculated
    $145,945
    From this org
    $0
    From related orgs
    $135,686
    Other
    $10,259
    Hours/week
    3 + 52 related

  • QUINN ROWAN

    ASST. SECRETARY (AS OF 7/12/22)

    Total calculated
    $93,452
    From this org
    $0
    From related orgs
    $89,071
    Other
    $4,381
    Hours/week
    3 + 52 related

  • RENE J PARADIS THRU 52022

    FORMER COO & TREASURER

    Total calculated
    $339,984
    From this org
    $0
    From related orgs
    $308,814
    Other
    $31,170
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $155,253 related
    Bonus
    $0 + $145,160 related
    Other
    $0 + $8,401 related
    Deferred
    $0 + $15,952 related
    Nontaxable benefits
    $0 + $15,218 related
    Filer's total
    $0 + $339,984 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202441369349312444

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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