ST ANNA HOUSING DEVELOPMENT FUND COMPANY INC (EIN 141792060) - 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

1997

Legal Domicile

Principal Officer

BARBARA WEILER

Phone

8454719651

Tax Period

2024-10-01 to 2025-09-30

ST ANNA HOUSING DEVELOPMENT FUND COMPANY INC, founded in 1997, is a small nonprofit in the Housing & Shelter sector that reported $522K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $654K exceeded revenue, resulting in a 25% operating deficit.

Mission

LOW INCOME SENIOR HOUSING

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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 $160,857

Program Service Revenue $350,271

Investment Income $4,408

Other Revenue $6,473

TOTAL REVENUE $522,009

Expense Breakdown

Grants Paid $0

Salaries & Benefits $139,641

Fundraising Expenses $0

Program Expenses $530,019

Other Expenses $514,170

TOTAL EXPENSES $653,811

Year-over-Year Comparison

	2024	2023	Change
Revenue	$522,009	$473,498	+0.1%
Expenses	$653,811	$550,718	+0.2%
Net Income	$-131,802	$-77,220	+0.7%

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

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

$144,487

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROSEMARY T BARTOLOTTA	DIRECTOR	1.00	Director	$0	$0	$0
BETH SNYDER	TREASURER	1.00	Officer Director	$0	$0	$0
JENNIFER FOX	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA GRIFFIN	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH RUGGIERO	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA WEILER	CHAIRWOMAN	1.00	Officer Director	$0	$0	$0
BARBARA A PATSEY	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY SOTTILE	SECRETARY	1.00	Officer Director	$0	$0	$0
JUSTIN LAFALCE	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL MCCORMACK	DIRECTOR	1.00	Director	$0	$0	$0
MARY MOORE	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
JENNIFER MCEVOY-RILEY	EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$144,487

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	$522,009	$653,811	$3,397,812	$-131,802
2024	$473,498	$550,718	$3,496,067	$-77,220
2023	$381,313	$530,977	$3,571,975	$-149,664
2022	$365,195	$534,944	$3,692,643	$-169,749
2021	$374,592	$499,629	$3,887,079	$-125,037
2020	$376,559	$477,909	$3,958,163	$-101,350
2019	$373,412	$495,977	$4,072,696	$-122,565
2018	$362,367	$483,985	$4,177,177	$-121,618

ST ANNA HOUSING DEVELOPMENT FUND COMPANY INC