SAINT ANNE HOME AND RETIREMENT COMMUNITY Charity Report

Public IRS 990 nonprofit record

SAINT ANNE HOME AND RETIREMENT COMMUNITY

EIN 35-2024406 · Senior Citizens Housing & Retirement Communities (L22)

What they do

It is The Mission of Saint Anne Home and Retirement Community to Provide A Safe, Healthy and Loving Environment In Which Seniors Needs Can Be Met, Friendships Can Be Formed and Memories Can Be Shared. - It is The Mission of Saint Anne Home and Retirement Community (Saint Anne Home) to Provide A Safe, Healthy and Loving Environment In Which Seniors Needs Can Be Met, Friendships Can Be Formed and Memories Can Be Shared. SAINT ANNE HOME is A NOT-FOR-PROFIT CHARITABLE CORPORATION ORGANIZED UNDER THE ROMAN CATHOLIC CHURCH, DIOCESE of FORT WAYNE - SOUTH BEND to PROVIDE NONSECTARIAN SERVICES to MEET HUMAN NEEDS. SAINT ANNE HOME PROVIDES THE HIGHEST QUALITY CARE to ALL THOSE ENTRUSTED to US. THIS is DONE IN A CHRISTIAN ATMOSPHERE WITH LOVE and CONCERN for THE INDIVIDUAL, and WHERE THE SPECIAL NEEDS of EACH RESIDENT ARE RESPECTED and MET. SINCE ITS OPENING, SAINT ANNE HOME HAS BECOME THE BENCHMARK for HIGH-QUALITY HEALTHCARE IN FORT WAYNE. STARTING AS A NURSING HOME, OVER THE YEARS, SAINT ANNE

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $93.20 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2015The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders18 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

66.92%of revenue went to mission work93.2% of expenses · Program services

$71.77spent for every $100 of revenueRevenue covered expenses this year.

4.86%of revenue went to management and office costs6.8% of expenses

$1.15in assets for every $1 spent this yearSome assets cannot be spent right away.

32.5%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $153,532 for DAVID DEFFENBAUGH (ADMINISTRATOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2015

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$25,970,139

Mission workProgram services$17,378,74766.92% of revenue93.2% of expenses

ManagementOffice and general costs$1,261,2764.86% of revenue6.8% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$7,330,11628.23% of revenueShown in gray on the chart

Total expenses$18,640,02371.77% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Money in and money out

Revenue$25,970,139

Expenses$18,640,023

Annual surplus $7,330,116 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$17,378,747 · 93.2% of expenses

Management and office costs$1,261,276 · 6.8% of expenses

See all reported dollar amounts

Revenue$25,970,139

Expenses$18,640,023

Assets$21,467,824

Contributions$8,427,940

Mission work (program services)$17,378,747

Management and general$1,261,276

Executive compensation (total)$153,533

Accounting fees$26,728

Investing fees$6,430

People

Leadership and board

Tax year 2015

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

DAVID DEFFENBAUGHADMINISTRATOR · 40 hrs/week $153,532Base $135,768 · Other $17,764

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (18)

DAVID DEFFENBAUGHADMINISTRATOR

MARITA MARQUARDTDIRECTOR

SR MARILYN OLIVERDIRECTOR

NICK CIOCCADIRECTOR

NANCY OBRIENDIRECTOR

MONSIGNOR JOHN SUELZERCORPORATE OFFICER

MICHAEL ISENBERGDIRECTOR

MICHAEL HERALDVICE PRESIDENT

MICHAEL DAHMDIRECTOR

MARK ANDORFERTREASURER

BISHOP KEVIN C RHOADESCORPORATE OFFICER

JOSEPH RYANDIRECTOR

FRED FORTEDIRECTOR

ED WELLINGDIRECTOR

DEACON JIM FITZPATRICKCORPORATE OFFICER

DANIEL KOHNENDIRECTOR

CAROLYN TYNDALLDIRECTOR

BOB NICHOLASCHAIRMAIN OF THE BOARD(PRESIDENT & VP OF SAINT ANN

About this charity

Recognized since: January 1946
Location: 1900 RANDALLIA DR, FORT WAYNE, IN 46805-4632
County: Allen
In care of: MICHAEL S RORICK

How to reach them

WebsiteVisit the charity’s website Phone(260) 484-5555

Filing and classification

Latest tax year: 2015
Tax period began: July 1, 2015
Tax preparer: CROWE HORWATH LLP
NTEE classification: Senior Citizens Housing & Retirement Communities (L22)
IRS tax category: Senior Citizens Housing & Retirement Communities