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Saint Ann Retirement Center Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$4.9M (2023)

Expenses
$3.88M (2023)

Total Assets
$12.2M (2023)

Total Liabilities
$4.42M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,900,134
Expenses
$3,879,116
Net Income
$1,021,018
Net Assets
$7,737,818
Notable Sources of Revenue Percent of Total Revenue
Contributions $46,413
0.9%
Program Services $4,758,563
97.1%
Investment Income $21,286
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $73,872
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $151,174
3.9%
Professional Fundraising Fees $0
Other Salaries and Wages $579,866
14.9%
Assets/Debt
Total Assets $12,160,456
Total Liabilities $4,422,638
Net Assets $7,737,818
Compensation
Key Employees and Officers Compensation Related Other
Most Rev Paul S Coakley (Chairman) $0 $43,385 $0
Michael Milligan (President) $0 $0 $0
David Johnson (Secretary) $0 $92,709 $15,080
Suzanne Clem (Board Member) $0 $0 $0
Paul Lienhard (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,615,763
Expenses
$4,718,993
Net Income
-$103,230
Net Assets
$6,716,800
Notable Sources of Revenue Percent of Total Revenue
Contributions $180,842
3.9%
Program Services $4,329,421
93.8%
Investment Income $11,220
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $94,280
2.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $151,530
3.2%
Professional Fundraising Fees $0
Other Salaries and Wages $1,301,121
27.6%
Assets/Debt
Total Assets $11,904,170
Total Liabilities $5,187,370
Net Assets $6,716,800
Compensation
Key Employees and Officers Compensation Related Other
Most Rev Paul S Coakley (Chairman) $0 $47,811 $0
John Harned (Vice Chairma) $0 $0 $0
Michael Milligan (President) $0 $0 $0
David Johnson (Secretary) $0 $88,638 $15,080
Suzanne Clen (Board Member) $0 $0 $0
Santos Hernandez (Board Member) $0 $0 $0
Sister Therese Mai Phuong Thi Nguye (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,062,060
Expenses
$5,010,459
Net Income
$51,601
Net Assets
$6,820,030
Notable Sources of Revenue Percent of Total Revenue
Contributions $477,229
9.4%
Program Services $4,561,995
90.1%
Investment Income $4,398
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $18,438
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,443,447
28.8%
Assets/Debt
Total Assets $12,914,145
Total Liabilities $6,094,115
Net Assets $6,820,030
Compensation
Key Employees and Officers Compensation Related Other
Most Rev Paul S Coakley (Chairman) $0 $37,941 $0
Sister Therese Mai Phuong Thi Nguye (Board Member) $0 $0 $0
David Johnson (Secretary) $0 $85,297 $15,080
Santos Hernandez (Board Member) $0 $0 $0
Michael Milligan (President) $0 $0 $0
John Harned (Vice Chairma) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,646,513
Expenses
$5,374,730
Net Income
$271,783
Net Assets
$6,768,428
Notable Sources of Revenue Percent of Total Revenue
Contributions $34,136
0.6%
Program Services $5,513,127
97.6%
Investment Income $16,156
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $83,094
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $154,981
2.9%
Professional Fundraising Fees $0
Other Salaries and Wages $1,390,035
25.9%
Assets/Debt
Total Assets $13,878,345
Total Liabilities $7,109,917
Net Assets $6,768,428
Compensation
Key Employees and Officers Compensation Related Other
Most Rev Paul S Coakley (Chairman) $0 $37,993 $0
Michael Milligan (President) $0 $0 $0
John Harned (Vice Chairma) $0 $0 $0
David Johnson (Secretary/Tr) $0 $101,908 $15,080
Sister Therese Mai Phuong Thi Nguye (Board Member) $0 $0 $0
Santos Hernandez (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,737,816
Expenses
$5,279,959
Net Income
$457,857
Net Assets
$6,496,645
Notable Sources of Revenue Percent of Total Revenue
Contributions $48,441
0.8%
Program Services $5,645,684
98.4%
Investment Income $30,103
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $13,588
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,498,135
28.4%
Assets/Debt
Total Assets $14,051,144
Total Liabilities $7,554,499
Net Assets $6,496,645
Compensation
Key Employees and Officers Compensation Related Other
Most Rev Paul S Coakley (Chairman) $0 $35,254 $0
Sister Therese Mai Phuong Thi Nguye (Board Member) $0 $0 $0
David Johnson (Secretary) $0 $96,053 $15,080
Santos Hernandez (Board Member) $0 $0 $0
Michael Milligan (President) $0 $0 $0
John Harned (Vice Chairma) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,837,449
Expenses
$5,278,641
Net Income
$558,808
Net Assets
$6,038,788
Notable Sources of Revenue Percent of Total Revenue
Contributions $136,721
2.3%
Program Services $5,672,170
97.2%
Investment Income $13,682
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $154
0.0%
Net Inventory Sales $0
Other Revenue $14,722
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,427,826
27.0%
Assets/Debt
Total Assets $14,283,979
Total Liabilities $8,245,191
Net Assets $6,038,788
Compensation
Key Employees and Officers Compensation Related Other
Sid Espinsoa (Executive Di) $81,879 $0 $0
Most Rev Paul S Coakley (President Di) $0 $34,905 $10,000
Sister Therese Mai Phuong Thi Nguye (Director) $0 $0 $0
David Johnson (Secretary) $0 $98,000 $15,000
Santos Hernandez (Director) $0 $0 $0
Michael Milligan (Director) $0 $0 $0
John Harned (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,597,224
Expenses
$5,289,617
Net Income
$307,607
Net Assets
$5,479,980
Notable Sources of Revenue Percent of Total Revenue
Contributions $96,890
1.7%
Program Services $5,485,277
98.0%
Investment Income $4,611
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $108
0.0%
Net Inventory Sales $0
Other Revenue $10,338
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $81,936
1.5%
Professional Fundraising Fees $0
Other Salaries and Wages $1,442,727
27.3%
Assets/Debt
Total Assets $14,483,966
Total Liabilities $9,003,986
Net Assets $5,479,980
Compensation
Key Employees and Officers Compensation Related Other
Sid Espinsoa (Executive Di) $81,936 $0 $0
Most Rev Paul S Coakley (President Di) $0 $34,207 $10,000
Sister Therese Mai Phuong Thi Nguye (Director) $0 $0 $0
David Johnson (Director) $0 $98,000 $15,000
Santos Hernandez (Director) $0 $0 $0
Donald Greiner (Director) $0 $0 $0
Michael Milligan (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,806,381
Expenses
$5,180,961
Net Income
$1,625,420
Net Assets
$5,170,898
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,442,682
21.2%
Program Services $5,347,521
78.6%
Investment Income $4,991
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,523
0.0%
Net Inventory Sales $0
Other Revenue $9,664
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $78,864
1.5%
Professional Fundraising Fees $0
Other Salaries and Wages $1,395,101
26.9%
Assets/Debt
Total Assets $14,876,469
Total Liabilities $9,705,571
Net Assets $5,170,898
Compensation
Key Employees and Officers Compensation Related Other
Sid Espinsoa (Executive Di) $78,864 $0 $0
Most Rev Paul S Coakley (President Di) $0 $32,260 $7,988
Sister Therese Mai Phuong Thi Nguye (Director) $0 $0 $0
David Johnson (Director) $0 $82,574 $13,083
Santos Hernandez (Director) $0 $0 $0
Donald Greiner (Director) $0 $0 $0
Michael Milligan (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,873,786
Expenses
$4,953,281
Net Income
$1,920,505
Net Assets
$3,548,991
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,643,187
23.9%
Program Services $5,217,383
75.9%
Investment Income $3,882
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $9,334
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $77,909
1.6%
Professional Fundraising Fees $0
Other Salaries and Wages $1,323,030
26.7%
Assets/Debt
Total Assets $13,872,755
Total Liabilities $10,323,764
Net Assets $3,548,991
Compensation
Key Employees and Officers Compensation Related Other
Sid Espinsoa (Executive Di) $77,909 $0 $0
Most Rev Paul S Coakley (President Di) $0 $32,260 $7,988
Sister Therese Mai Phuong Thi Nguye (Director) $0 $0 $0
David Johnson (Director) $0 $82,574 $13,083
Santos Hernandez (Director) $0 $0 $0
Donald Greiner (Director) $0 $0 $0
Michael Milligan (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,110,912
Expenses
$5,268,351
Net Income
-$157,439
Net Assets
$1,628,486
Notable Sources of Revenue Percent of Total Revenue
Contributions $36,245
0.7%
Program Services $5,039,911
98.6%
Investment Income $5,145
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $23,659
0.5%
Net Inventory Sales $0
Other Revenue $5,952
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $70,645
1.3%
Professional Fundraising Fees $0
Other Salaries and Wages $1,232,692
23.4%
Assets/Debt
Total Assets $12,427,833
Total Liabilities $10,799,347
Net Assets $1,628,486
Compensation
Key Employees and Officers Compensation Related Other
Sid Espinsoa (Executive Director) $70,645 $0 $0
Most Rev Paul S Coakley (President Director) $0 $32,260 $7,988
Sister Therese Mai Phuong Thi Nguye (Director) $0 $0 $0
David Johnson (Director) $0 $82,574 $13,083
Santos Hernandez (Director) $0 $0 $0
Donald Greiner (Director) $0 $0 $0
Michael Milligan (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,041,591
Expenses
$4,790,552
Net Income
$251,039
Net Assets
$1,785,925
Notable Sources of Revenue Percent of Total Revenue
Contributions $34,027
0.7%
Program Services $4,998,417
99.1%
Investment Income $4,442
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,788
Net Inventory Sales $0
Other Revenue $6,493
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $62,616
1.3%
Professional Fundraising Fees $0
Other Salaries and Wages $1,286,819
26.9%
Assets/Debt
Total Assets $13,285,780
Total Liabilities $11,499,855
Net Assets $1,785,925

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,927,122
Expenses
$4,780,629
Net Income
$146,493
Net Assets
$1,514,793
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,786
0.2%
Program Services $4,907,198
99.6%
Investment Income $3,470
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,668
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $62,616
1.3%
Professional Fundraising Fees $0
Other Salaries and Wages $1,292,129
27.0%
Assets/Debt
Total Assets $13,469,639
Total Liabilities $11,954,846
Net Assets $1,514,793

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,981,301
Expenses
$4,383,650
Net Income
$597,651
Net Assets
$1,368,300
Notable Sources of Revenue Percent of Total Revenue
Contributions $241,109
4.8%
Program Services $4,732,751
95.0%
Investment Income $2,999
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,442
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $65,854
1.5%
Professional Fundraising Fees $0
Other Salaries and Wages $1,259,405
28.7%
Assets/Debt
Total Assets $14,365,409
Total Liabilities $12,997,109
Net Assets $1,368,300

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

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