ST ANNES TERRACE INC Charity Report

Public IRS 990 nonprofit record

ST ANNES TERRACE INC

EIN 58-1515205 · Senior Citizens Housing & Retirement Communities (L22)

What they do

THE MISSION of ST. ANNES TERRACE is to PROVIDE EXCELLENCE IN HOUSING and SERVICES IN A FAITH-BASED COMMUNITY, SO RESIDENTS MAY FLOURISH. EVERYTHING WE DO is INFORMED BY WHAT RESIDENTS NEED and WANT--TODAY and TOMORROW. REPRESENTING A RANGE of DIVERSE BACKGROUNDS, THE PEOPLE WHO LIVE HERE ARE UNASSUMING, OPEN-MINDED, INDEPENDENT THINKERS. THEY FREELY SHARE THEIR THOUGHTS and SUGGESTIONS KNOWING THEY WILL BE HEARD. OUR FAITH-BASED VALUES FOSTER A WELCOMING, INCLUSIVE ENVIRONMENT OPEN to ALL BELIEFS, RACES, ETHNICITIES and PRONOUNS.OUR NOT-FOR-PROFIT STATUS ENSURES ALL EFFORTS ARE CENTERED ON SERVING OUR RESIDENTS. SINCE OPENING OUR DOORS IN JANUARY 1987, ST. ANNES HAS CULTIVATED A COMMUNITY WELL-LOVED BY RESIDENTS and FAMILIES, and IT HAS BEEN THE HOME of CHOICE for MULTIPLE GENERATIONS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $81.10 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 2025The charity has a recent tax report to read.

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

They name their leaders23 people are listed in the latest report.

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

Money made simple

83.66%of revenue went to mission work81.1% of expenses · Program services

$103.18spent for every $100 of revenueSpending was higher than revenue this year.

19.52%of revenue went to management and office costs18.9% of expenses

$1.60in assets for every $1 spent this yearSome assets cannot be spent right away.

0.4%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.

Worth asking: Expenses exceeded revenue by $155,842 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $188,043 for DAVID BROOKS (EXECUTIVE DIRECTOR). 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 2025

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$4,898,655

Mission workProgram services$4,098,18483.66% of revenue81.1% of expenses

ManagementOffice and general costs$956,31319.52% of revenue18.9% of expenses

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

Total expenses$5,054,497103.18% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2025CurrentExpense mix: 81.1% mission · 18.9% management · 0.0% fundraisingTotal expenses: 103.18% of revenue

2024Expense mix: 80.4% mission · 19.6% management · 0.0% fundraisingTotal expenses: 94.99% of revenue

2023Expense mix: 81.3% mission · 18.7% management · 0.0% fundraisingTotal expenses: 110.63% of revenue

2022Expense mix: 80.7% mission · 19.3% management · 0.0% fundraisingTotal expenses: 99.09% of revenue

2021Expense mix: 81.6% mission · 18.4% management · 0.0% fundraisingTotal expenses: 87.42% of revenue

2020Expense mix: 79.7% mission · 20.3% management · 0.0% fundraisingTotal expenses: 83.72% of revenue

2019Expense mix: 80.6% mission · 19.4% management · 0.0% fundraisingTotal expenses: 81.17% of revenue

2018Expense mix: 80.3% mission · 19.7% management · 0.0% fundraisingTotal expenses: 78.93% of revenue

Money in and money out

Revenue$4,898,655

Expenses$5,054,497

Annual shortfall $155,842 Expenses were higher than revenue 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)$4,098,184 · 81.1% of expenses

Management and office costs$956,313 · 18.9% of expenses

See all reported dollar amounts

Revenue$4,898,655

Expenses$5,054,497

Assets$8,083,440

Income$8,912,050

Contributions$19,214

Mission work (program services)$4,098,184

Management and general$956,313

Accounting fees$26,234

People

Leadership and board

Tax year 2025

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

People reported as paid

Person and titleCompensation

DAVID BROOKSEXECUTIVE DIRECTOR · 40 hrs/week $188,043Base $178,550 · Other $9,493

KIMBERLEE WILSONASSOCIATE DIRECTOR · 40 hrs/week $111,299Base $104,588 · Other $6,711

DOUG WOODMAINTENANCE DIRECTOR · 40 hrs/week $110,744Base $105,116 · Other $5,628

GREG LATHAMFINANCE DIRECTOR · 40 hrs/week $95,557Base $94,310 · Other $1,247

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 (23)

DAVID BROOKSEXECUTIVE DIRECTOR

KIMBERLEE WILSONASSOCIATE DIRECTOR

DOUG WOODMAINTENANCE DIRECTOR

GREG LATHAMFINANCE DIRECTOR

JUDITH BROWNTREASURER

WINNIE P PANNELLHISTORIAN

SARAH MURRAYDIRECTOR

ROB LARMOREDIRECTOR

REV NAN BAXTERDIRECTOR

REV BUDDY CRAWFORDDIRECTOR

PAMELA TISDALEDIRECTOR

MOHAN RAJDIRECTOR

MELISSA BAUGHERHISTORIAN

MARLA MOOREPRESIDENT

LEIGH-ELLEN SMITH FITZGERALDDIRECTOR

CATHERINE HAININGDIRECTOR

JONATHAN SCHROEDERDIRECTOR

JIM SIBLEYPAST PRESIDENT

JIM MCCLATCHEYVICE PRESIDENT

DEBORAH CHILDERSDIRECTOR

DAN TREADAWAYSECRETARY

DAN LICHTENSTEINDIRECTOR

CHASE LONGDIRECTOR

About this charity

Recognized since: January 1983
Location: 3100 NORTHSIDE PKWY NW, ATLANTA, GA 30327-1563
County: Fulton
In care of: GREG LATHAM
Primary officer: GREG LATHAM, FINANCE DIRECTOR

How to reach them

WebsiteVisit the charity’s website Phone(404) 238-9200

Filing and classification

Latest tax year: 2025
Tax period began: January 1, 2025
Return type: 990
Tax preparer: CRI ADVISORS LLC
NTEE classification: Senior Citizens Housing & Retirement Communities (L22)
IRS tax category: Senior Citizens Housing & Retirement Communities