Fanny Allen Holdings (EIN 030181052) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1894

Legal Domicile

Principal Officer

Stephen W Forney

Phone

9786546363

Tax Period

2024-01-01 to 2024-12-31

Fanny Allen Holdings, founded in 1894, is a mid-sized nonprofit that reported $17.7M in total revenue in fiscal year 2024. Revenue surged 1385% from the prior year, signaling strong growth momentum. The organization ran a surplus of $17.3M, a strong 98% operating margin.

Mission

Supporting not-for-profit organizations by holding and overseeing real property.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,042,700

Investment Income $16,653,609

Other Revenue $0

TOTAL REVENUE $17,696,309

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $149,790

Other Expenses $432,268

TOTAL EXPENSES $432,268

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,696,309	$1,191,825	+13.8%
Expenses	$432,268	$450,613	0.0%
Net Income	$17,264,041	$741,212	+22.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$853,861

Total Directors

$2,123,739

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stephen Grubbs	Director	1.00	Director	$0	$40,164	$1,276,101
John Newman	Director	1.00	Director	$0	$32,662	$847,638
Michael Tomkowicz	Director, Clerk	1.00	Officer Director	$0	$0	$0
Stephen W Forney	Treasurer, SVP/CFO	1.00	Officer	$0	$36,123	$853,861

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$17,696,309	$432,268	$98,686	$17,264,041
2023	$1,191,825	$450,613	$5,710,657	$741,212
2022	$1,031,068	$415,819	$4,514,774	$615,249
2021	$1,642,187	$400,933	$4,526,543	$1,241,254
2020	$979,130	$401,640	$3,901,499	$577,490
2019	$1,043,989	$381,075	$3,573,208	$662,914
2018	$843,674	$639,257	$3,012,836	$204,417

Fanny Allen Holdings