ST ANN SOCIETY OF NORWALK INC (EIN 061535851) - 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

1914

Legal Domicile

Phone

2038538777

Tax Period

2024-07-01 to 2025-06-30

ST ANN SOCIETY OF NORWALK INC, founded in 1914, is a small nonprofit in the Education sector that reported $103K in total revenue in fiscal year 2024. Expenses of $88K left a modest 14% surplus.

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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 $33,256

Program Service Revenue $0

Investment Income $12,290

Other Revenue $57,078

TOTAL REVENUE $102,624

Expense Breakdown

Grants Paid $70,346

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $70,346

Other Expenses $17,900

TOTAL EXPENSES $88,246

Year-over-Year Comparison

	2024	2023	Change
Revenue	$102,624	$107,869	0.0%
Expenses	$88,246	$104,256	-0.2%
Net Income	$14,378	$3,613	+3.0%

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

250

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Andrew Troetti	Charimen of the Board	2.00	Director	$0	$0	$0
Ralph Allegretta	Board Directors	2.00	Director	$0	$0	$0
Charley Robinson	Board Director	2.00	Director	$0	$0	$0
Raplh Costelli	Board Directors	3.00	Director	$0	$0	$0
Tom Donahue	Board Member	2.00	Director	$0	$0	$0
Al Lattie	Board Director	2.00	Director	$0	$0	$0
Nick Chiappetta	Correspondence Secretary	2.00	Director	$0	$0	$0
Michael Veno	President	3.00	Officer Director	$0	$0	$0
Stephen Sabol	Treasurer	2.00	Officer Director	$0	$0	$0
Ken Romano	Vice President	2.00	Officer Director	$0	$0	$0
Peter Havens	Sergeant of Arms	2.00	Officer	$0	$0	$0
Eric Fleisch	Public Relations	2.00	Officer	$0	$0	$0
James OBrien	Bar Manager	3.00	Officer	$0	$0	$0
Walter Cerretani	Vice Chairmen of the board	2.00	Officer	$0	$0	$0
Lou Imperota	Financial Secretary	2.00	Officer	$0	$0	$0

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
2025	$102,624	$88,246	$340,621	$14,378
2024	$107,869	$104,256	$308,425	$3,613
2023	$105,271	$93,069	$304,663	$12,202
2023	$105,271	$93,069	$304,663	$12,202
2022	$105,892	$85,346	$291,624	$20,546
2021	$23,610	$18,505	$271,439	$5,105
2020	$43,891	$59,963	$269,774	$-16,072
2019	$79,665	$81,530	$284,172	$-1,865

ST ANN SOCIETY OF NORWALK INC