SAINT ANNE FOUNDATION (EIN 222218832) - 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

1978

Legal Domicile

Principal Officer

STEPHEN SCHIFLEY

Phone

5184893268

Tax Period

2022-07-01 to 2023-06-30

SAINT ANNE FOUNDATION, founded in 1978, is a micro nonprofit that reported $38K in total revenue in fiscal year 2022. Revenue fell 91% from the prior year — a significant decline worth monitoring. Expenses of $271K exceeded revenue, resulting in a 616% operating deficit.

Mission

TO PROVIDE FUNDING TO ST. ANNE INSTITUTE FOR THE CARE OF TROUBLED FEMALE ADOLESCENTS

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $37,851

Other Revenue $0

TOTAL REVENUE $37,851

Expense Breakdown

Grants Paid $265,332

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $265,332

Other Expenses $5,502

TOTAL EXPENSES $270,834

Year-over-Year Comparison

	2022	2021	Change
Revenue	$37,851	$411,307	-0.9%
Expenses	$270,834	$388,950	-0.3%
Net Income	$-232,983	$22,357	-11.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN SCHIFLEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
WANDA E ZYGMUNTOWICZ	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TIMOTHY A BARKER	TREASURER	1.00	Officer Director	$0	$0	$0
MELANIE A BESSETTE	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER FEDULLO	DIRECTOR	1.00	Director	$0	$0	$0
JILL A JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
KINGSLEY OSEI	DIRECTOR	1.00	Director	$0	$0	$0
JANNA PFLUGER-BOUCHER	DIRECTOR	1.00	Director	$0	$0	$0
MARY ROGAN	DIRECTOR	1.00	Director	$0	$0	$0
IMELDA B LANE	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH F REUSS	DIRECTOR	1.00	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	No data	No data	No data	No data
2023	$37,851	$270,834	$2,158,478	$-232,983
2022	$411,307	$388,950	$1,928,099	$22,357
2021	$465,335	$294,691	$2,255,008	$170,644
2020	$441,374	$378,031	$2,044,708	$63,343
2019	$276,414	$309,165	$2,713,032	$-32,751
2018	$324,931	$291,547	$2,698,756	$33,384

SAINT ANNE FOUNDATION