Nonprofit · EIN 82-1663961
ST MARGARET INC
Tax-exempt · DALLAS, TX 75234
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $598,477 | $248,743 | $349,734 | $13,457,598 | $0 | $13,457,598 |
| December 31, 2023 | 990 | $499,326 | $193,127 | $306,199 | $11,918,373 | $0 | $11,918,373 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $4,000
- Program service revenue
- $0
- Investment income
- $594,477
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $39,500
- Other salaries and wages
- $163,935
- Salaries, compensation and benefits (total)
- $163,935
- Professional fundraising fees
- $0
- Accounting fees
- $5,150
- Program services (functional)
- $205,509
- Management and general (functional)
- $43,234
Balance sheet and other
- Total assets, start of year
- $11,918,373
- Total assets, end of year
- $13,457,598
- Total liabilities, end of year
- $0
- Net assets, end of year
- $13,457,598
- Net assets without donor restrictions
- $13,457,598
- Gross receipts
- $598,477
- Employees
- 0
- Year formed
- 2017
- State of legal domicile
- TX
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| SHANNON ORTLEB | COO Officer | 8 | $0 | $211,338 |
| JOSEPH W DINGMAN | TREASURER Officer | 1 | $0 | $3,600 |
| ROCIO GARCIA | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| DAVID LEININGER | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| ANTHONY S LEVATINO | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| KEITH MANOY | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| SISTER MARY ANNE OWENS SSND | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| SISTER KATHLEEN BAUER SSND | SECRETARY Officer | 0.5 | $0 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| SHANNON ORTLEB | COO Officer | 8 | $0 | $162,885 |
| JOSEPH W DINGMAN | TREASURER Officer | 1 | $0 | $3,600 |
| DAVID LEININGER | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| ANTHONY S LEVATINO | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| KEITH MANOY | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| SISTER MARY ANNE OWENS SSND | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| KARL ZAVITKOVSKY | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| SISTER KATHLEEN BAUER | SECRETARY Officer | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2920 FOREST LANE BOX 415, DALLAS, TX 75234-7527
- In care of
- % JOSEPH DINGMAN
- Principal officer (990 for 2024)
- SISTER MARY ANNE OWENS SSND, 2920 FOREST LANE BOX 415, DALLAS, TX 75234
- Signed the 990
- JOSEPH W DINGMAN, TREASURER
- Phone
- (972) 241-1272
- Return prepared by
- MADDOX & ASSOCIATES APC
Mission
TO HOLD CASH AND INVESTMENTS; TO PROVIDE LOANS AND LOAN GUARANTEES TO AFFILIATED ORGANIZATION; AND TO ASSIST AFFILIATED ORGANIZATIONS IN SECURING LONG TERM FINANCING OPTIONS. THESE FUNCATION ARE PART OF THE ORGANIZATION'S 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.
Program accomplishments
- 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 $205,509 · grants $39,500
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 82-1663961
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2018
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L20)
- Assets (IRS master file)
- $13,457,598
- Income (IRS master file)
- $598,477
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $598,477 | $248,743 | $13,457,598 | XML |
| 990 | December 2023 | $499,326 | $193,127 | $11,918,373 | XML |
| 990 | December 2022 | $545,377 | $45,757 | $10,661,475 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 82-1663961).
Questions about ST MARGARET INC
- What is the EIN of ST MARGARET INC?
- The employer identification number (EIN) of ST MARGARET INC is 82-1663961.
- Is ST MARGARET INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to ST MARGARET INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ST MARGARET INC 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 ST MARGARET INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ST MARGARET INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ST MARGARET INC?
- The 990 for the year ended December 31, 2024 names SISTER MARY ANNE OWENS SSND.
- Who are the officers and directors of ST MARGARET INC?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does ST MARGARET INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $598,477, expenses of $248,743 and total assets of $13,457,598 at year end.
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