THE ANNESLEY ASSOCIATION OF SENIOR… - Form 990 Financial Data

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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

1998

Legal Domicile

Principal Officer

BRIAN NAGEOTTE

Phone

8143329000

Tax Period

2023-01-01 to 2023-12-31

THE ANNESLEY ASSOCIATION OF SENIOR HEALTH SERVICES, founded in 1998, is a micro nonprofit in the Religion sector that reported $43K in total revenue in fiscal year 2023. Expenses of $260K exceeded revenue, resulting in a 504% operating deficit.

Mission

TO MANAGE THE OPERATIONS AND ACTIVITIES OF THE WESBURY FAMILY OF CORPORATIONS AND THEIR AFFILIATES.

Program Service Accomplishments

Program 1

Expenses: $260,333 Revenue: $43,080

MANAGEMENT OF THE OPERATIONS AND ACTIVITIES OF THE WESBURY FAMILY OF CORPORATIONS AND THEIR AFFILIATES.

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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 $43,080

Investment Income $0

Other Revenue $0

TOTAL REVENUE $43,080

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $260,333

Other Expenses $260,333

TOTAL EXPENSES $260,333

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,080	$43,080	N/A
Expenses	$260,333	$194,171	+0.3%
Net Income	$-217,253	$-151,091	+0.4%

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

$490,832

Total Directors

$305,091

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LANCE JOHNSON	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
DEBRA SPENCE	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
ROBERT WAID	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
MARK WEINDORF	ASSISTANT SECRETARY/TREASURER	1.00	Director	$0	$0	$0
BRIAN NAGEOTTE	PRESIDENT	1.00	Officer Director	$0	$9,766	$305,091
JOSEPH PALMIERO	CFO THRU 10/18/23	1.00	Officer	$0	$15,318	$160,980
ALISHIA STEVENSON	VP OF COMPLIANCE, RISK AND	1.00	Highest	$0	$14,058	$141,846
SHEILA BUNDY	DIRECTOR OF HEALTHCARE AND	1.00	Highest	$0	$13,522	$151,423
LISA MADDY	CFO AS OF 10/18/23	1.00	Officer	$0	$721	$24,761
LAWRENCE MARSTELLER	ADMINISTRATOR - AL/IL	1.00	Highest	$0	$13,206	$116,092
DEAN YORK	VP OF HUMAN RESOURCES	1.00	Highest	$0	$12,868	$128,978

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	$43,080	$260,333	$1,950,770	$-217,253
2022	$43,080	$194,171	$1,946,632	$-151,091
2021	$66,587	$181,024	$2,182,659	$-114,437
2020	$47,782	$235,533	$2,505,390	$-187,751
2019	$43,080	$261,816	$3,474,818	$-218,736
2018	$43,080	$198,278	$3,532,271	$-155,198

THE ANNESLEY ASSOCIATION OF SENIOR HEALTH SERVICES