Fanny Allen Corporation (EIN 222495808) - 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

1983

Legal Domicile

Principal Officer

Stephen W Forney

Phone

9786546363

Tax Period

2023-01-01 to 2023-12-31

Fanny Allen Corporation, founded in 1983, is a micro nonprofit in the Health Care sector that reported $201K in total revenue in fiscal year 2023. Revenue fell 2201% from the prior year — a significant decline worth monitoring.

Mission

To provide grants to other not-for-profits in Vermont that serve the poor and needy.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $-200,926

Other Revenue $0

TOTAL REVENUE $-200,926

Expense Breakdown

Grants Paid $268,950

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $268,950

Other Expenses $3,407

TOTAL EXPENSES $272,357

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-200,926	$9,563	-22.0%
Expenses	$272,357	$316,189	-0.1%
Net Income	$-473,283	$-306,626	+0.5%

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

$533,459

Total Directors

$533,459

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stephen W Forney	Treasurer, SVP/CFO	0.80	Officer Director	$0	$38,300	$533,459
Hon Karen Carroll	Director	0.60	Director	$0	$0	$0
Becky Holt	Director	0.60	Director	$0	$0	$0
Marta Kokoszynska MD	Director (part year)	0.60	Director	$0	$0	$0
Patrick Leduc	Director	0.60	Director	$0	$0	$0
Jennifer Archambault	Chair	0.60	Officer Director	$0	$0	$0
Ellen Kane	Chair (part year)	0.60	Officer Director	$0	$0	$0
Thomas Barritt	Secretary	0.60	Officer 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
2024	No data	No data	No data	No data
2023	$-200,926	$272,357	$11,545,675	$-473,283
2022	$9,563	$316,189	$9,913,191	$-306,626
2021	$2,141,874	$307,306	$11,632,641	$1,834,568
2020	$313,689	$332,064	$10,391,899	$-18,375
2019	$685,487	$306,417	$10,189,092	$379,070
2018	$373,020	$288,242	$8,787,697	$84,778

Fanny Allen Corporation