ANNA JAQUES COMMUNITY HEALTH FOUNDATION (EIN 043318952) - 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

1996

Legal Domicile

Principal Officer

MARK GOLDSTEIN

Phone

9784631000

Tax Period

2020-10-01 to 2021-09-30

ANNA JAQUES COMMUNITY HEALTH FOUNDATION, founded in 1996, is a community nonprofit that reported $2.6M in total revenue in fiscal year 2020. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $1.6M, a strong 59% operating margin.

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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 (2020)

Revenue Breakdown

Contributions & Grants $1,422,433

Program Service Revenue $0

Investment Income $1,226,496

Other Revenue $-115

TOTAL REVENUE $2,648,814

Expense Breakdown

Grants Paid $729,677

Salaries & Benefits $234,889

Fundraising Expenses $0

Program Expenses $1,024,753

Other Expenses $132,291

TOTAL EXPENSES $1,096,857

Year-over-Year Comparison

	2020	2019	Change
Revenue	$2,648,814	$2,876,885	-0.1%
Expenses	$1,096,857	$1,915,702	-0.4%
Net Income	$1,551,957	$961,183	+0.6%

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

$607,644

Total Directors

$993,368

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GOLDSTEIN MARK	TRUSTEE (EX-OFFICIO), PRESIDENT MEMBER	1.00	Director	$0	$95,480	$812,556
WILLIAMSON MARY	TRUSTEE, EXEC. DIRECTOR	1.00	Officer Director	$0	$28,995	$180,812
CONNORS KATHY	TRUSTEE, SECRETARY	1.00	Officer Director	$0	$0	$0
GANONG JULIE	TRUSTEE, VICE CHAIR	1.00	Officer Director	$0	$0	$0
KHATIB MATT	TRUSTEE, CHAIR	1.00	Officer Director	$0	$0	$0
ABBOTT MARY ANN	TRUSTEE (EX-OFFICIO)	1.00	Director	$0	$0	$0
BAILEY MARK D	TRUSTEE	1.00	Director	$0	$0	$0
CANNON PATRICIA	TRUSTEE	1.00	Director	$0	$0	$0
CARAS RONNA	TRUSTEE	1.00	Director	$0	$0	$0
ELIAS CLAUDE	TRUSTEE	1.00	Director	$0	$0	$0
FOULKES KIM	TRUSTEE	1.00	Director	$0	$0	$0
KELLY KATHERINE	TRUSTEE	1.00	Director	$0	$0	$0
LAFLAMME DAVID	TRUSTEE	1.00	Director	$0	$0	$0
PURINTON ELIZABETH	TRUSTEE	1.00	Director	$0	$0	$0
SULLIVAN CHRISTOPHER R	TRUSTEE	1.00	Director	$0	$0	$0
TARKAN MD JOSHUA	TRUSTEE (EX-OFFICIO)	1.00	Director	$0	$0	$0
TWOMBLEY DONNA	TRUSTEE; CLINICAL MANAGER	1.00	Director	$0	$0	$0
KILDAY KEVIN	TREASURER	1.00	Officer	$0	$63,579	$426,832

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
2021	$2,648,814	$1,096,857	No data	$1,551,957
2020	$2,876,885	$1,915,702	$25,888,813	$961,183
2019	$3,876,212	$1,793,175	$23,218,782	$2,083,037
2018	$2,604,871	$1,406,477	$22,084,523	$1,198,394

ANNA JAQUES COMMUNITY HEALTH FOUNDATION