BRIAN M ANSELMO MEMORIAL FOUNDATION (EIN 263698163) - 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

2008

Legal Domicile

Principal Officer

JULIE SANO

Phone

8168031842

Tax Period

2023-01-01 to 2023-12-31

BRIAN M ANSELMO MEMORIAL FOUNDATION, founded in 2008, is a small nonprofit in the Education sector that reported $360K in total revenue in fiscal year 2023. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $492K exceeded revenue, resulting in a 37% operating deficit.

Mission

KNOWING THAT BRIAN BELIEVED IN THE JESUIT TRADITION OF BEING "A MAN FOR OTHERS," IT IS OUR AIM TO POSITIVELY TOUCH THE LIVES OF OTHERS THROUGH CHARITABLE GIVING, PROMOTING EDUCATIONAL OPPORTUNITIES AND PROMOTING ANIMAL WELFARE IN HIS NAME.

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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 $457,774

Program Service Revenue $0

Investment Income $20,228

Other Revenue $-118,208

TOTAL REVENUE $359,794

Expense Breakdown

Grants Paid $326,491

Salaries & Benefits $86,050

Fundraising Expenses $59,963

Program Expenses $326,491

Other Expenses $79,441

TOTAL EXPENSES $491,982

Year-over-Year Comparison

	2023	2022	Change
Revenue	$359,794	$540,868	-0.3%
Expenses	$491,982	$457,660	+0.1%
Net Income	$-132,188	$83,208	-2.6%

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

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

$79,992

Total Directors

$79,992

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE SANO	EXECUTIVE DI	36.00	Officer Director	$79,992	$0	$79,992
ANNE ALEXIOU	DIRECTOR	N/A	Director	$0	$0	$0
JEROME ANSELMO	DIRECTOR/EX	15.00	Officer Director	$0	$0	$0
LORI ANSELMO	DIRECTOR	N/A	Director	$0	$0	$0
MARY ELLEN ANSELMO	DIRECTOR	N/A	Director	$0	$0	$0
JIMMY BERGNER	DIRECTOR	N/A	Director	$0	$0	$0
STEVE BESSENBACHER	DIRECTOR	N/A	Director	$0	$0	$0
CARRIE DONNELLY	DIRECTOR	N/A	Director	$0	$0	$0
DIANE EUSTON	DIRECTOR/TRE	N/A	Officer Director	$0	$0	$0
BOB FESCOE	DIRECTOR/VIC	N/A	Officer Director	$0	$0	$0
SUSAN GREENBERG	DIRECTOR/SEC	N/A	Officer Director	$0	$0	$0
JOHN HUMPHREY	DIRECTOR	N/A	Director	$0	$0	$0
LESLIE HUMPHREY	DIRECTOR/PRE	N/A	Officer Director	$0	$0	$0
MAEGHAN MILLER	DIRECTOR	N/A	Director	$0	$0	$0
JASPER MIRABLE	DIRECTOR	N/A	Director	$0	$0	$0
NICK PARADISE	DIRECTOR	N/A	Director	$0	$0	$0
ERIN PETERS	DIRECTOR	N/A	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	$359,794	$491,982	$80,344	$-132,188
2022	$540,868	$457,660	$200,248	$83,208
2021	$410,013	$346,577	$118,274	$63,436
2020	$208,568	$192,462	$56,372	$16,106
2019	$323,415	$347,988	$37,908	$-24,573
2018	$370,188	$406,592	$62,183	$-36,404

BRIAN M ANSELMO MEMORIAL FOUNDATION