St Marys Services EIN 36-2167889 Form 990 (PDF) Claim this org

St Marys Services FY2021 filing

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Supports women with unplanned pregnancies, adoption choices, and maternal mental health. For fiscal year 2021 it reported $621K in revenue, $746K in expenses, and $8.4M in net assets.Pt I

Type
Religious organization · Human Services
Location
Palatine, IL
Website
hopefulbeginning.org
Filings
5 on file (2021–2021)
Revenue
$621KFY2021
Expenses
$746K
Net assets
$8.4M
People
10
Filings
5
Updates
0
More identity details & actions ⌄
EIN  36-2167889 Religious organization Palatine, IL
Form 990 (PDF)
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Size
$100K–1M
What they do
Supports women with unplanned pregnancies, adoption choices, and maternal mental health.
Leadership
Joanne Bratta · Executive Dir. · $106K
Money in and out
$621K revenue, $746K expenses
Bottom line
52% program efficiency
Where the money goes · FY2021
Total revenue
$621K
Pt VIII · Ln 12
Total expenses
$746K
Pt IX · Ln 25
Net assets
$8.4M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$125K
Where spending went · Part IX cols B–D
Program services $0.52 Management & general $0.31 Fundraising $0.17
Program efficiency
52%
of spending reaches programs
Operating runway
64.6mo
months of highly liquid reserves at operating expense rate
Surplus margin
-20%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2021 · Form 990
Revenue
$621K
FY2021
Expenses
$746K
FY2021
Total assets
$8.5M
FY2021
Total liabilities
$38K
FY2021
Total revenue
$621K
Pt VIII · Ln 12
Total expenses
$746K
Pt IX · Ln 25
Net assets
$8.4M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$125K
Total assetsPt X · Ln 16$8.5M
Program-expense ratioPt IX · col B52%
Voting members of governing bodyPt I · Ln 35
Independent voting membersPt I · Ln 45

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CSt Marys Services
EINHdr · item D36-2167889
Principal addressHdr · item CPalatine, IL
WebsiteHdr · item Jhopefulbeginning.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MIL
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHuman Services (P450)
Ruling yearIRS BMFMar 1943

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a5
Independent voting membersPt VI · Ln 1b5
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Dir.
$105,661Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A

Natalie Rodriguez’s $115K as Executive Dir. is at the 92nd percentile of top reported officer pay among 2165 $100K–1M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Natalie Rodriguez$115,147$102,624$95,000$62,481
Joanne Bratta$51,643$105,661

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Mission & Programs · Part III

Where the work happens

3 program services account for $391K of program spending, described in the organization's own filed words · FY2020.
01

Maternity Program

We provide compassionate counseling to women with unplanned pregnancies, prenatal or postpartum depression, grief and loss of a pregnancy, and those having trouble adjusting to motherhood. These services are provided in a nonjudgmental manner. We also have a baby closet for those women who partake in our counseling services.

$224Kprogram expense
02

Domestic Adoption Program

We counsel and educate individuals and couples (including same sex) wishing to pursue adoption. Our services include; home studies, licensing, post placement and all other services that adoptive families require.

$94Kprogram expense
03

Hopeful Beginnings Teen Parenting Program

We counsel and educate pregnant AND/OR parenting teens (including teen fathers) residing within township high school district 214's boundaries. This includes a weekly evening program, which provides prenatal and parenting education and instruction, along with individual and group counseling sessions through-out the week.

$73Kprogram expense

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Statement of Revenue

Part VIII
Investment income$224K · 36%
Program service revenue$211K · 34%
Other revenue$99K · 16%
Contributions & grants$88K · 14%
Investment income36%$224K
Program service revenue34%$211K
Other revenue16%$99K
Contributions & grants14%$88K
Total revenueLn 12$621K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.52 Management & general $0.31 Fundraising $0.17
Program services52%$391K
Management & general31%$228K
Fundraising17%$127K
Total functional expensesLn 25$746K

Balance Sheet

Part X · end of year
CashLn 1$101K
Total assetsLn 16$8.5M
Total liabilitiesLn 26$38K
Total net assetsLn 32$8.4M
Months of cash on handcomputed1.6

Financial Metrics

Form 990 · FY2021 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $4.0M · Operating expenses/yr $746K
64.6 months
Where the money goes
Program services
Program services $391K · Total expenses $746K
52%
Management & General
Management & general $228K · Total expenses $746K
31%
Fundraising
Fundraising $127K · Total expenses $746K
17%
Cost to raise $1
Fundraising expense $127K · Solicited contributions $88K
$1.45 to raise $1
Where the money comes from
Contribution dependence
Contributions & grants $88K · Total revenue $621K
14%
Government reliance
Government grants — · Total revenue $621K
Earned-income share
Program service revenue $211K · Total revenue $621K
34%
Investment reliance
Investment income $224K · Total revenue $621K
+36%
Program self-sufficiency
Program service revenue $211K · Total expenses $746K
28%
Growth & trend
Revenue growth (YoY)
This year $621K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $8.4M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $621K · Expenses $746K
-20%
Liabilities-to-Assets
Total liabilities — · Total assets $8.5M
Net-asset ratio
Net assets $8.4M · Total assets $8.5M
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $3.9M · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $8.5M
46%
People & payroll
Highest Reported Total Compensation
Individual Joanne Bratta · Reported title Executive Dir. · Highest reported compensation $106K · Total expenses $746K
14%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $481K · Total expenses $746K
64%
Peer comparison

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

MetricThis orgPeer medianPercentile
Program ratio 52%
Overhead ratio 31%
Fundraising cost ratio 145%
Investment management fee ratio 0.2%
Legal fee ratio 0.5%
Accounting fee ratio 2%
Fundraising fee ratio 0%

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 · funders on record
Grants received · FY2024
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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
FY2025 (Latest)$999K revenue · ⤓ 990 PDF
FY2024$1.0M revenue · ⤓ 990 PDF
FY2023$692K revenue · ⤓ 990 PDF
FY2022$1.8M revenue · ⤓ 990 PDF
FY2021$621K revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2021IRS
Classification, formation year, addressIRS Business Master File
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