St Margaret Inc
Donations deductibleRevenue
$598k
year to 31 December 2024
Expenses
$249k
year to 31 December 2024
Total assets
$13.5m
$0 liabilities
Net assets
$13.5m
assets less liabilities
Directors and trustees
5
6.4y av
Staff
0
employees, year to 31 December 2024
Left since last filing
0
no seats appear to have opened
Officers and senior staff
5
named in Part VII
St Margaret Inc's network
5 peoplei5 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (5). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
5 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 6 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Anthony S Levatino | Director | 2018 | 8 yrs |
| David Leininger | Director | 2018 | 8 yrs |
| Keith Manoy | Director | 2022 | 4 yrs |
| Rocio Garcia | Director | 2024 | 2 yrs |
| Sister Mary Anne Owens Ssnd | President | 2018 | 8 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
5 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Joseph W Dingman | Treasurer | since 2018 |
| Shannon Ortleb | COO | since 2023 |
| Sister Kathleen Bauer | Company secretary | since 2022 |
| Sister Kathleen Bauer Ssnd | Company secretary | 2024 |
| William D Hall | Company secretary | since 2019 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Shannon Ortleb | COO | 8 | $0 | $211k | |
| Joseph W Dingman | Treasurer | 1 | $0 | $4k | |
| Rocio Garcia | Director | 0.1 | $0 | ||
| David Leininger | Director | 0.1 | $0 | ||
| Anthony S Levatino | Director | 0.1 | $0 | ||
| Keith Manoy | Director | 0.1 | $0 | ||
| Sister Mary Anne Owens SSND | President | 0.5 | $0 | ||
| Sister Kathleen Bauer SSND | Secretary | 0.5 | $0 |
About
- Legal name
- St Margaret Inc
- EIN
- 821663961
- Address
- 2920 Forest Lane Box 415, Dallas, TX, 75234-7527
- State
- Texas
- 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... (as filed on the Form 990)
- Activity (NTEE)
- L20 Housing and shelter
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Housing & Shelter
- Size band
- 8 (IRS master file code)
- Formed
- 2017
- Principal officer
- Sister Mary Anne Owens SSND (as named on the Form 990)
- IRS ruling date
- 1 March 2018
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedAFFORD HSGSt Stephen IncRelatedAFFORD HSGVilla Santa Maria IncRelatedAFFORD HSGSt Catherine of Siena IncRelatedAFFORD HSGNotre Dame Court Inc
Longest observed on the filings
≥8years on the filingsAnthony S Levatino
≥8years on the filingsDavid Leininger
≥8years on the filingsSister Mary Anne Owens Ssnd
≥4years on the filingsKeith Manoy
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $13.5m
- Total liabilities
- $0
- Net assets or fund balances
- $13.5m
- Contributions and grants received
- $4k
- Program service revenue
- $0
- Grants and similar paid out
- $40k
- Employees
- 0
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $598k | $249k | $350k |
As filed on the IRS Form 990. US dollars.
Grants paid
2 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Catholic Charities of Dallas Inc | General support | $15k |
| Bishop's Invitational for Scholarsh | Tuition assistance | $10k |
State registration
2 entitiesiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.St. Margaret Inc. likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Texas Comptroller of Public Accounts, entity data (data.texas.gov 9cir-efmm). Licence not stated. Data last fetched 18 October 2026.
- State
- Texas
- Entity type
- nonprofit corporation
- Status
- Active
- Formed
- 15 May 2017
- Registered agent
- Not stated
This register does not publish officers or directors.
St. Margaret, LLC likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Texas Comptroller of Public Accounts, entity data (data.texas.gov 9cir-efmm). Licence not stated. Data last fetched 18 October 2026.
- State
- Texas
- Status
- Active
- Formed
- 12 May 2020
- Registered agent
- Not stated
This register does not publish officers or directors.