St Anthony Educational Foundation INC EIN 13-6103940 Form 990 (PDF) Claim this org

St Anthony Educational Foundation INC

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Provides scholarships and grants to support educational and cultural activities. For fiscal year 2023 it reported $380K in revenue, $371K in expenses, and $4.7M in net assets.Pt I

Type
Public charity (501(c)(3)) · Nonprofit
Location
Indianapolis, IN
Website
www.stanthonyhall.org
Filings
4 on file (2020–2023)
Revenue
$380KFY2023
Expenses
$371K
Net assets
$4.7M
People
9
Filings
4
Updates
0
More identity details & actions ⌄
EIN  13-6103940 Public charity (501(c)(3)) Indianapolis, IN
Form 990 (PDF)
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Size
$100K–1M
What they do
Provides scholarships and grants to support educational and cultural activities.
Leadership
Mathilde L Davidson · President
Money in and out
$380K revenue, $371K expenses
Bottom line
27% program efficiency
Where the money goes · FY2023
Total revenue
$380K
Pt VIII · Ln 12
Total expenses
$371K
Pt IX · Ln 25
Net assets
$4.7M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $9K
Where spending went · Part IX cols B–D
Program services $0.27 Management & general $0.71 Fundraising $0.02
Program efficiency
27%
of spending reaches programs▲ +45% vs prior filing year
Operating runway
155.6mo
months of highly liquid reserves at operating expense rate▼ -27% vs prior filing year
Surplus margin
+2%
revenue over expenses, this year▼ -95% vs prior filing year

Summary of the Filing

Part I · fiscal year 2023 · Form 990
Revenue
$380K
FY2023▼ -22%
Expenses
$371K
FY2023▲ +41%
Total assets
$4.8M
FY2023▲ +2%
Total liabilities
$97K
FY2023▲ +529%
Total revenue
$380K
Pt VIII · Ln 12
Total expenses
$371K
Pt IX · Ln 25
Net assets
$4.7M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$9K
Total assetsPt X · Ln 16$4.8M
Program-expense ratioPt IX · col B27%
Voting members of governing bodyPt I · Ln 39
Independent voting membersPt I · Ln 49

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CSt Anthony Educational Foundation INC
EINHdr · item D13-6103940
Principal addressHdr · item CIndianapolis, IN
WebsiteHdr · item Jwww.stanthonyhall.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MIN
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFSep 1987

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a9
Independent voting membersPt VI · Ln 1b9
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
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Mission & Programs · Part III

Where the work happens

1 program service account for $101K of program spending, described in the organization's own filed words · FY2023.
01

Numerous grants have been made to individuals in order to expand their scholarly pursuits, as well as to chapters in order to enrich campus life through pursuits such as fund lectures and literary presentations.

$101Kprogram expense

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Statement of Revenue

Part VIII
Investment income$347K · 91%
Contributions & grants$34K · 9%
Investment income91%$347K
Contributions & grants9%$34K
Total revenueLn 12$380K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.27 Management & general $0.71 Fundraising $0.02
Program services27%$101K
Management & general71%$264K
Fundraising2%$6K
Total functional expensesLn 25$371K

Balance Sheet

Part X · end of year
CashLn 1$195K
Total assetsLn 16$4.8M
Total liabilitiesLn 26$97K
Total net assetsLn 32$4.7M
Months of cash on handcomputed6.3

Financial Metrics

Form 990 · FY2023 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $4.8M · Operating expenses/yr $371K
155.6 months
Where the money goes
Program services
Program services $101K · Total expenses $371K
27%
Management & General
Management & general $264K · Total expenses $371K
71%
Fundraising
Fundraising $6K · Total expenses $371K
2%
Cost to raise $1
Fundraising expense (3-yr avg) $7K · Solicited contributions (3-yr avg) $54K
$0.13 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $34K · Total revenue $380K
9%
Government reliance
Government grants — · Total revenue $380K
Earned-income share
Program service revenue $0 · Total revenue $380K
0%
Investment reliance
Investment income $347K · Total revenue $380K
+91%
Program self-sufficiency
Program service revenue $0 · Total expenses $371K
0%
Growth & trend
Revenue growth (YoY)
This year $380K · Prior year $489K
-22%
Net-asset trend (YoY)
End of year $4.7M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $380K · Expenses $371K
+2%
Liabilities-to-Assets
Total liabilities — · Total assets $4.8M
Net-asset ratio
Net assets $4.7M · Total assets $4.8M
98%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $4.6M · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $4.8M
96%
People & payroll
Highest Reported Total Compensation
Individual Mathilde L Davidson · Reported title PRESIDENT · Highest reported compensation $0 · Total expenses $371K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $371K
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 27%
Overhead ratio 71%
Fundraising cost ratio 19%
Revenue growth -22%
Investment management fee ratio 1%
Accounting fee ratio 4%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · this organization's grantmaking
Grants paid · 32 grants · $244K · 2020–2023
Unitemized GrantFY2023$18,349
Unitemized GrantFY2023$7,080
Unitemized GrantFY2023$6,155
Unitemized GrantFY2023$4,000
Unitemized GrantFY2023$4,000
Unitemized GrantFY2023$1,513
Unitemized GrantFY2023$1,100
Unitemized GrantFY2023$800
Unitemized GrantFY2023$700
Unitemized GrantFY2023$385
Unitemized GrantFY2022$8,650
Unitemized GrantFY2022$4,325
Unitemized GrantFY2022$4,300
Unitemized GrantFY2022$3,789
Unitemized GrantFY2021$11,791
Unitemized GrantFY2021$8,400
See all 32 grants →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2023 (Latest)$380K revenue · viewing · ⤓ 990 PDF
FY2022$489K revenue · ⤓ 990 PDF
FY2021$342K revenue · ⤓ 990 PDF
FY2020$52K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2023IRS
Classification, formation year, addressIRS Business Master File
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