ST ANNE HOME (EIN 251146769) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1964

Legal Domicile

Principal Officer

JEFFREY S LONG

Phone

7248376070

Tax Period

2022-07-01 to 2023-06-30

ST ANNE HOME, founded in 1964, is a mid-sized nonprofit in the Health Care sector that reported $19.6M in total revenue in fiscal year 2022.

Mission

TO PROVIDE A CONTINUUM OF CARE & SUPPORTIVE SERVICES TO RESIDENTS, THEIR FAMILIES, & THEIR CAREGIVERS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $304,896

Program Service Revenue $18,362,547

Investment Income $623,314

Other Revenue $324,236

TOTAL REVENUE $19,614,993

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,083,206

Fundraising Expenses $20,189

Program Expenses $18,733,176

Other Expenses $9,842,804

TOTAL EXPENSES $20,926,010

Year-over-Year Comparison

	2022	2021	Change
Revenue	$19,614,993	$19,479,383	+0.0%
Expenses	$20,926,010	$20,215,917	+0.0%
Net Income	$-1,311,017	$-736,534	+0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

300

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

$578,973

Total Directors

$629,066

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY S LONG	PRESIDENT & CEO	40.00	Officer Director	$233,870	$84,882	$318,752
JOHN KLINE	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
MARIE ZANOTTI	VICE-CHAIRPERSON	1.00	Officer Director	$0	$0	$0
MSGR MICHAEL J BEGOLLY	DIRECTOR	1.00	Director	$0	$0	$0
DR HELEN BURNS	DIRECTOR	1.00	Director	$0	$0	$0
REV DR STEPHEN R HONEYGOSKY	DIRECTOR	1.00	Director	$0	$0	$0
IVA MUNK	DIRECTOR	1.00	Director	$0	$0	$0
DAVID J WARD	DIRECTOR, SOLE MEMBER MINISTRY	1.00	Director	$0	$38,507	$310,314
REV DANIEL L BLOUT	DIRECTOR	1.00	Director	$0	$0	$0
DAVID RAIMONDO	DIRECTOR	1.00	Director	$0	$0	$0
KARL EISAMAN	DIRECTOR	1.00	Director	$0	$0	$0
SR MARY JESSICA TEREK	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE BUTLER	DIRECTOR	1.00	Director	$0	$0	$0
SANDRA BRAMMELL	DIRECTOR	1.00	Director	$0	$0	$0
MARK BUSHNELL	SECRETARY/TREASURER (UNTIL 3/17/23)	40.00	Officer	$105,663	$24,191	$129,854
CHRISTY KREMER	SECRETARY/TREASURER	40.00	Officer	$107,648	$22,719	$130,367
ANN DONOVAN	DIRECTOR OF NURSING	40.00	Highest	$105,250	$31,947	$137,197

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	$19,614,993	$20,926,010	$48,315,980	$-1,311,017
2022	$19,479,383	$20,215,917	$48,431,477	$-736,534
2021	$21,083,908	$20,074,120	$54,576,129	$1,009,788
2020	$16,994,315	$19,375,766	$50,337,610	$-2,381,451
2019	$15,786,428	$15,962,736	$50,040,972	$-176,308
2019	$15,786,428	$15,962,736	$50,040,972	$-176,308
2018	$16,856,751	$14,604,694	$51,251,131	$2,252,057

ST ANNE HOME