Nonprofit · EIN 04-2002060
SISTERS OF SAINT ANN ANNA MARIA COLLEGE
Tax-exempt · PAXTON, MA 01612
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $51,264,937 | $55,631,793 | -$4,366,856 | $33,091,136 | $23,919,615 | $9,171,521 |
| June 30, 2024 | 990 | $51,836,631 | $54,745,658 | -$2,909,027 | $41,416,655 | $25,410,446 | $16,006,209 |
| June 30, 2023 | 990 | $47,613,333 | $52,403,887 | -$4,790,554 | $43,499,986 | $24,106,796 | $19,393,190 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $6,268,742
- of which government grants
- $3,378,413
- Program service revenue
- $42,919,026
- Investment income
- $1,931,337
- Net rental income
- $111,071
- Net gain from sales of assets
- $1,817,831
- Net income from fundraising events
- -$5,154
- Net income from sales of inventory
- $22,135
- Other revenue
- $145,832
Expenses
- Grants and similar amounts paid
- $23,414,238
- Compensation of officers, directors and key employees
- $405,022
- Other salaries and wages
- $13,054,833
- Salaries, compensation and benefits (total)
- $16,353,602
- Professional fundraising fees
- $0
- Legal fees
- $28,716
- Accounting fees
- $79,148
- Occupancy
- $1,179,506
- Travel
- $972,583
- Depreciation
- $1,919,225
- Program services (functional)
- $48,498,023
- Management and general (functional)
- $6,434,817
- Fundraising (functional)
- $698,953
Balance sheet and other
- Total assets, start of year
- $41,416,655
- Total assets, end of year
- $33,091,136
- Total liabilities, end of year
- $23,919,615
- Net assets, end of year
- $9,171,521
- Land, buildings and equipment
- $26,788,771
- Publicly traded securities
- $1,587,652
- Net assets without donor restrictions
- $5,058,659
- Net assets with donor restrictions
- $4,112,862
- Gross receipts
- $58,980,932
- Employees
- 626
- Volunteers
- 6
- Year formed
- 1887
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARY LOU RETELLE | PRESIDENT Trustee or director, Officer | 35 | $456,622 | $71,212 |
| MICHAEL G MIERS | EVP/CIO Trustee or director, Officer | 35 | $216,876 | $49,836 |
| HUGH DRUMMOND | VP OF EXTERNAL RELATIONS C Highest-paid employee | 35 | $191,419 | $62,058 |
| CHIOMA UGOCHUKWU | SENIOR VP FOR ACADEMIC AFFAIRS Highest-paid employee | 35 | $218,266 | $23,599 |
| RYAN MURPHY | VP OF ADVANCEMENT Highest-paid employee | 35 | $167,088 | $24,103 |
| STEPHEN P CAREY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SR KATERI MITCHELL SSA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DR KATHLEEN M JORDAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ROBERT E PAULSEN JR | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ABRAHAM W HADDAD DMD | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| REV ENOCH KYEREMATENG | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PETER J OSTROSKEY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| THOMAS A TURCO III | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHRISTOPHER M POWERS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KIMBERLY A KENNEDY | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIA M MCNAMARA PHD | TRUSTEE Trustee or director | 2 | $0 |
| BARBARA G LYMAN PHD | TRUSTEE Trustee or director | 2 | $0 |
| TIMOTHY P MURRAY | TRUSTEE Trustee or director | 2 | $0 |
| STEPHEN H YERDON | TRUSTEE Trustee or director | 2 | $0 |
| DAVID P TRAINOR | CHAIR Trustee or director | 2 | $0 |
| DIANE E GOULD | TRUSTEE Trustee or director | 2 | $0 |
| MARK W POWERS | TRUSTEE Trustee or director | 2 | $0 |
| BASIL C MORRIS | TRUSTEE Trustee or director | 2 | $0 |
| DR MARTHA B WAITE | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARY LOU RETELLE | PRESIDENT Trustee or director, Officer | 35 | $466,715 | $65,297 |
| MICHAEL G MIERS | EVP/CIO Trustee or director, Officer | 35 | $233,970 | $43,693 |
| HUGH DRUMMOND | VP OF EXTERNAL RELATIONS COO Highest-paid employee | 35 | $190,030 | $48,689 |
| RYAN MURPHY | VP OF ADVANCEMENT Highest-paid employee | 35 | $142,633 | $34,305 |
| JOHN W HAMEL | VP ENROLLMENT MANAGEMENT Highest-paid employee | 35 | $139,247 | $15,379 |
| STEPHEN P CAREY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KATERI MITCHELL SSA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KATHLEEN M JORDAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ROBERT E PAULSEN JR | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ABRAHAM W HADDAD DMD | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| REV ENOCH KYEREMATENG | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PETER J OSTROSKEY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| THOMAS A TURCO III | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHRISTOPHER M POWERS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KIMBERLY A KENNEDY | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JULIA M MCNAMARA PHD | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BARBARA G LYMAN PHD | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TIMOTHY P MURRAY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| STEPHEN H YERDON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DAVID P TRAINOR | CHAIR Trustee or director | 2 | $0 | $0 |
| DIANE E GOULD | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARK W POWERS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BASIL C MORRIS | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARY LOU RETELLE | PRESIDENT/TRUSTEE Trustee or director, Officer | 35 | $458,042 | $45,497 |
| MICHAEL G MIERS | VP ADMINISTRATION/CIO/TREA Trustee or director, Officer | 35 | $216,885 | $42,239 |
| HUGH DRUMMOND | VP OF EXTERNAL RELATIONS CCO Highest-paid employee | 35 | $189,595 | $47,327 |
| CHRISTINE HOLMES | VP FOR ACADEMIC AFFAIRS Highest-paid employee | 35 | $153,642 | $40,158 |
| JOHN W HAMEL | VP ENROLLMENT MANAGEMENT Highest-paid employee | 35 | $167,482 | $16,556 |
| DENNIS J THOMPSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KATERI MITCHELL SSA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| RITA M DEROYSSA | TRUSTEE/CLERK Trustee or director, Officer | 2 | $0 | $0 |
| ROBERT E PAULSEN JR | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ABRAHAM W HADDAD DMD | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DAVID H SMITH CPA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JOHN J SPILLANE ESQ | CHAIR/TRUSTEE Trustee or director, Officer | 2 | $0 | $0 |
| MICHAEL T NOCKUNAS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHRISTOPHER M POWERS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KIMBERLY A KENNEDY | TRUSTEE/VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JULIA M MCNAMARA PHD | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BARBARA G LYMAN PHD | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TIMOTHY P MURRAY ESQ | TRUSTEE Trustee or director | 2 | $0 | $0 |
| STEPHEN H YERDON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JOHN L SHEA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| YVETTE E BELLEROSE SSA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DAVID P TRAINOR ESQ | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DIANE E GOULD | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARK POWERS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BASIL MORRIS | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 50 SUNSET LN, PAXTON, MA 01612-1106
- Principal officer (990 for 2024)
- MARY LOU RETELLE, 50 SUNSET LANE, PAXTON, MA 01612
- Signed the 990
- MICHAEL G MIERS, EXECUTIVE VP/CIO
- Phone
- (508) 849-3300
- Website
- WWW.ANNAMARIA.EDU
- Return prepared by
- BOLLUS LYNCH LLP
Mission
AS A CATHOLIC INSTITUTION INSPIRED BY THE IDEALS OF THE SISTERS OF SAINT ANNE, ANNA MARIA COLLEGE EDUCATES STUDENTS TO BECOME INDIVIDUALS WHO WILL TRANSFORM THEIR WORLD AS ETHICAL LEADERS AND COMMUNITY-ORIENTED PROFESSIONALS.
Program accomplishments
- HIGHER EDUCATION: EDUCATION, HOUSING, MEALS, EXTRA CURRICULAR ACTIVITIES AND BOOKSTORE FOR 1,202 STUDENTS AT THE UNDERGRADUATE AND GRADUATE LEVELS FOR TRADITIONAL AGED STUDENTS AS WELL AS ADULT STUDENTS. THE COLLEGE HOLDS TWO SUMMER SESSIONS, A FALL TERM, WINTER TERM, AND SPRING TERM. SOME GRADUATE COURSES ARE ACCELERATED AND HAVE TWO TERMS WITHIN THE SEMESTER. THE COLLEGE OFFERS OVER 30 UNDERGRADUATE DEGREE PROGRAMS AND OVER 20 GRADUATE AND CONTINUING EDUCATION PROGRAMS. POPULAR MAJORS INCLUDE NURSING; RN-TO-BSN PROGRAM AND A BACHELOR OF SCIENCE NURSING PROGRAM, EMS, PARAMEDIC SCIENCE, BUSINESS, CRIMINAL JUSTICE, SOCIAL WORK, AND PSYCHOLOGY. THE COLLEGE ALSO OFFERS SPECIAL MAJORS SUCH AS ART THERAPY, SPORTS MANAGEMENT, AND MUSIC THERAPY. FIFTH-YEAR MASTER'S OPTIONS ARE AVAILABLE IN BUSINESS ADMINISTRATION.Expenses $48,498,023 · grants $23,414,238 · revenue $43,070,012
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2002060
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1941
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B430)
- Assets (IRS master file)
- $33,091,136
- Income (IRS master file)
- $58,980,932
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $51,264,937 | $55,631,793 | $33,091,136 | IRS |
| 990 | June 2024 | $51,836,631 | $54,745,658 | $41,416,655 | XML |
| 990 | June 2023 | $47,613,333 | $52,403,887 | $43,499,986 | XML |
| 990 | June 2022 | $55,781,826 | $54,666,106 | $48,444,135 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2002060).
Questions about SISTERS OF SAINT ANN ANNA MARIA COLLEGE
- What is the EIN of SISTERS OF SAINT ANN ANNA MARIA COLLEGE?
- The employer identification number (EIN) of SISTERS OF SAINT ANN ANNA MARIA COLLEGE is 04-2002060.
- Is SISTERS OF SAINT ANN ANNA MARIA COLLEGE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1941.
- Are donations to SISTERS OF SAINT ANN ANNA MARIA COLLEGE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SISTERS OF SAINT ANN ANNA MARIA COLLEGE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SISTERS OF SAINT ANN ANNA MARIA COLLEGE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SISTERS OF SAINT ANN ANNA MARIA COLLEGE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SISTERS OF SAINT ANN ANNA MARIA COLLEGE?
- The 990 for the year ended June 30, 2025 names MARY LOU RETELLE.
- Who are the officers and directors of SISTERS OF SAINT ANN ANNA MARIA COLLEGE?
- The 990 for the year ended June 30, 2025 lists 24 people; 5 received compensation from the organization, the highest $456,622 (MARY LOU RETELLE, PRESIDENT).
- How much revenue does SISTERS OF SAINT ANN ANNA MARIA COLLEGE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $51,264,937, expenses of $55,631,793 and total assets of $33,091,136 at year end.
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