ANNA'S CELEBRATION OF LIFE FOUNDATION INC (EIN 201737472) - 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

2004

Legal Domicile

Principal Officer

PHIL JONES

Phone

3175241300

Tax Period

2024-01-01 to 2024-12-31

ANNA'S CELEBRATION OF LIFE FOUNDATION INC, founded in 2004, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $275K in total revenue in fiscal year 2024.

Mission

TO RECEIVE AND ADMINISTER FUNDS FOR EDUCATIONAL, MEDICAL, RELIGIOUS AND CHARITABLE PURPOSES TO HELP ENSURE THAT CHILDREN WITH SPECIAL NEEDS ARE AFFORDED THE JOY OF CELEBRATING THEIR "SPECIALNESS."

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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 $122,300

Program Service Revenue $0

Investment Income $5,327

Other Revenue $147,837

TOTAL REVENUE $275,464

Expense Breakdown

Grants Paid $172,823

Salaries & Benefits $55,642

Fundraising Expenses $21,334

Program Expenses $235,382

Other Expenses $29,425

TOTAL EXPENSES $279,224

Year-over-Year Comparison

	2024	2023	Change
Revenue	$275,464	$269,097	+0.0%
Expenses	$279,224	$211,922	+0.3%
Net Income	$-3,760	$57,175	-1.1%

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

N/A

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

$51,688

Total Directors

$51,688

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER MOLLOY	PRESIDENT	3.00	Officer Director	$0	$0	$0
RICHARD ARKANOFF	BOARD MEMBER	1.50	Director	$0	$0	$0
REYNOLD BERRY	GOVERNANCE COMMITTEE CHAIR	3.00	Officer Director	$0	$0	$0
WILLIAM KUNTZ	VICE PRESIDENT	1.50	Officer Director	$0	$0	$0
LISA SUSEMICHEL	BOARD MEMBER	1.50	Director	$0	$0	$0
BESSIE DAVEY	DEVELOPMENT COMMITTEE CHAI	3.00	Officer Director	$0	$0	$0
BRAD HABERMAN	DIRECTOR	3.00	Officer Director	$51,688	$0	$51,688
MARK CVETKOVICH	BOARD MEMBER	1.50	Director	$0	$0	$0
MADDIE KERR	SECRETARY	3.00	Officer Director	$0	$0	$0
WENDIS FUGATE III	TREASURER	1.50	Officer Director	$0	$0	$0
NATHAN MAUDE	BOARD MEMBER	1.50	Director	$0	$0	$0
ALEXANDRA PARISH	BOARD MEMBER	1.50	Director	$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	No data	No data	No data	No data
2024	$275,464	$279,224	$307,515	$-3,760
2023	$269,097	$211,922	$308,867	$57,175
2022	$206,918	$167,303	$254,395	$39,615
2021	$210,909	$197,086	$216,651	$13,823
2020	$162,133	$145,028	$205,370	$17,105
2019	$166,382	$161,824	$174,409	$4,558
2018	$198,976	$203,160	$160,333	$-4,184

ANNA'S CELEBRATION OF LIFE FOUNDATION INC