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Nonprofit · EIN 11-3694315

PORTIUNCULA FOUNDATION OF THE SISTERS OF ST FRANCIS OF THE NEUMA

Tax-exempt · PITTSBURGH, PA 15209

Financials

$82K$188K2023$383K$188K2024
Revenue Expenses · by fiscal year end
Financials of PORTIUNCULA FOUNDATION OF THE SISTERS OF ST FRANCIS OF THE NEUMA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$382,525$187,839$194,686$6,526,298$0$6,526,298
June 30, 2024990$81,580$188,442-$106,862$5,852,270$3,403$5,848,867
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$56,778
Program service revenue
$0
Investment income
$325,747
Net gain from sales of assets
$205,536
Other revenue
$0

Expenses

Grants and similar amounts paid
$130,000
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$3,500
Program services (functional)
$185,976
Management and general (functional)
$1,863

Balance sheet and other

Total assets, start of year
$5,852,270
Total assets, end of year
$6,526,298
Total liabilities, end of year
$0
Net assets, end of year
$6,526,298
Publicly traded securities
$6,500,693
Net assets without donor restrictions
$5,762,268
Net assets with donor restrictions
$764,030
Gross receipts
$1,040,632
Employees
0
Year formed
2003
State of legal domicile
PA

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.

NameTitleHours / weekCompensation
Yvonne DurshGrant Review Comittee
Trustee or director
0.2$0
Jason StaleyVice Chair
Trustee or director, Officer
0.2$0
Peter ValottaChair
Trustee or director
0.2$0
Mary Jo MattesGrant Review Comittee
Trustee or director
0$0
Amy WilliamsGrant Review Comittee
Trustee or director
0$0
990 for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensation
Peter ValottaChair
Trustee or director
0.2$0
Yvonne DurshSecretaryTreasurer
Trustee or director
0.2$0
Jason StaleyVice Chair
Trustee or director, Officer
0.2$0

Address and contacts

Address (IRS master file)
146 HAWTHORNE RD, PITTSBURGH, PA 15209-1916
In care of
% PETE VALOTTA
Signed the 990
PETE VALOTTA, Chair
Phone
(412) 821-4302
Return prepared by
CompFinO LLC

Mission

To support efforts to advance the health and well-being of society in communities where The Sisters of St. Francis of the Neumann Communities Minister.

990 for the year ended June 30, 2025

Program accomplishments

  • Funds are granted by the foundation in furtherance of public health care ministries, to promote health care related education and to advance the health and well-being of society in communities where the sisters minister.
    Expenses $185,976 · grants $133,000

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
11-3694315
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Exempt since
1946
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$6,526,298
Income (IRS master file)
$1,040,632

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$382,525$187,839$6,526,298XML
990June 2024$81,580$188,442$5,852,270XML
990June 2023$123,451$165,201$5,229,228IRS
990June 2022$290,696$176,971$4,790,122IRS
990June 2021–––IRS
990June 2020–––IRS
990June 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 11-3694315).

Questions about PORTIUNCULA FOUNDATION OF THE SISTERS OF ST FRANCIS OF THE NEUMA

What is the EIN of PORTIUNCULA FOUNDATION OF THE SISTERS OF ST FRANCIS OF THE NEUMA?
The employer identification number (EIN) of PORTIUNCULA FOUNDATION OF THE SISTERS OF ST FRANCIS OF THE NEUMA is 11-3694315.
Is PORTIUNCULA FOUNDATION OF THE SISTERS OF ST FRANCIS OF THE NEUMA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
Which annual return does PORTIUNCULA FOUNDATION OF THE SISTERS OF ST FRANCIS OF THE NEUMA 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 PORTIUNCULA FOUNDATION OF THE SISTERS OF ST FRANCIS OF THE NEUMA 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 PORTIUNCULA FOUNDATION OF THE SISTERS OF ST FRANCIS OF THE NEUMA last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who are the officers and directors of PORTIUNCULA FOUNDATION OF THE SISTERS OF ST FRANCIS OF THE NEUMA?
The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does PORTIUNCULA FOUNDATION OF THE SISTERS OF ST FRANCIS OF THE NEUMA have?
On its 990 for the year ended June 30, 2025 it reported revenue of $382,525, expenses of $187,839 and total assets of $6,526,298 at year end.

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