ANNE GRADY FOUNDATION (EIN 311212795) - 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

1987

Legal Domicile

Principal Officer

STEVE KING

Phone

4198666500

Tax Period

2023-01-01 to 2023-12-31

ANNE GRADY FOUNDATION, founded in 1987, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $317K, a strong 27% operating margin.

Mission

COLLECTS DONATED FUNDS ON BEHALF OF THE ANNE GRADY CORPORATION.

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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 $208,395

Program Service Revenue $365,736

Investment Income $550,372

Other Revenue $53,074

TOTAL REVENUE $1,177,577

Expense Breakdown

Grants Paid $388,302

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $712,848

Other Expenses $472,766

TOTAL EXPENSES $861,068

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,177,577	$847,045	+0.4%
Expenses	$861,068	$655,901	+0.3%
Net Income	$316,509	$191,144	+0.7%

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
JAMES WHITEMAN	PAST PRESIDENT	0.50	Director	$0	$0	$0
VINCE MARINELLI	SECRETARY-TREASURER	0.50	Officer Director	$0	$0	$0
DALE TOLSON	BOARD MEMBER	0.50	Director	$0	$0	$0
AARON BIESZCZAD	VICE-PRESIDENT	0.50	Officer Director	$0	$0	$0
DUANE WILSON	PRESIDENT	0.50	Officer Director	$0	$0	$0
LAURIE MILLS	BOARD MEMBER	0.50	Director	$0	$0	$0
MATT LEWANDOWSKI	BOARD MEMBER	0.50	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	$1,177,577	$861,068	$12,301,718	$316,509
2022	$847,045	$655,901	$11,108,652	$191,144
2021	$719,865	$294,590	$12,263,196	$425,275
2020	$567,488	$182,532	$11,305,509	$384,956
2019	$719,435	$233,460	$10,787,814	$485,975
2018	$517,183	$244,844	$9,562,633	$272,339

ANNE GRADY FOUNDATION