Skip to content
Nonprofiteer
← ST MARGARET INC

Form 990 for tax year 2023

Filed by ST MARGARET INC.

Totals

Total revenue
$499,326
Total expenses
$193,127
Contributions and grants received
$0
Grants paid
$65,000
Program service revenue
$0
Investment income
$499,326
Other revenue
$0
Total assets, end of year
$11,918,373
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$11,918,373
Program services expenses (Part IX)
$186,622
Management and general expenses
$6,505
Fundraising expenses
$0
Program service expenses (Part III)
$186,622

Program services were 96.6% 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.

  • 3 · Investment income

    total $499,326 · related or exempt $499,326

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $65,000 · program services $65,000

  • 7 · Other salaries and wages

    total $120,127 · program services $120,127

  • 11b · Fees: legal

    total $725 · management and general $725

  • 11c · Fees: accounting

    total $5,000 · management and general $5,000

  • 23 · Insurance

    total $1,495 · program services $1,495

  • 24a · Other expenses: OTHER ADMINISTRATIVE

    total $780 · management and general $780

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,370,142 · end of year $10,305

  • 2 · Savings and temporary cash investments

    end of year $8,656,956

  • 7 · Other notes and loans receivable

    beginning of year $2,035,000 · end of year $3,251,012

  • 11 · Investments: publicly traded securities

    beginning of year $7,256,233

  • 12 · Investments: other securities

    beginning of year $100 · end of year $100

  • 27 · Net assets without donor restrictions

    beginning of year $10,661,475 · end of year $11,918,373

Mission and programs · 2023

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 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.

    Expenses $186,622 · Grants $65,000

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Shannon Ortleb

    COO

    Total calculated
    $162,885
    From this org
    $0
    From related orgs
    $162,885
    Other
    $0
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    not reported + $145,385 related
    Bonus
    not reported + $17,500 related
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $162,885 related

  • Joseph W Dingman

    TREASURER

    Total calculated
    $3,600
    From this org
    $0
    From related orgs
    $3,600
    Other
    $0
    Hours/week
    1 + 7 related

  • David Leininger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Anthony S Levatino

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Keith Manoy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Sister Mary Anne Owens Ssnd

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5 + 3.5 related

  • Karl Zavitkovsky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Sister Kathleen Bauer

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5 + 3.5 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

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ST MARGARET LLC

    HOUSING · TX

Provenance

Return type
form_990
Tax year
2023
Filed
23 August 2024
IRS schema version
2023v5.0
Source object
202403189349312260

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

The source document this was parsed from is served over the API, which is where bulk and document access live.