St Anne School

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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

1992

Legal Domicile

Phone

9492766700

Tax Period

2022-07-01 to 2023-06-30

St Anne School, founded in 1992, is a mid-sized nonprofit that reported $12.8M in total revenue in fiscal year 2022. Expenses of $12.1M left a modest 6% surplus.

Mission

ACADEMIC INSTRUCTION, RELIGIOUS INSTRUCTION, SPORT SOCIAL ACTIVITIES

Program Service Accomplishments

Program 1

Expenses: $8,318,533 Revenue: $11,709,954

ACADEMIC INSTRUCTION, PHYSICAL EDUCATION AND ORGANIZED SPORTS, SOCIAL ACTIVITIES AND RELIGIOUS INSTRUCTIONS WERE PROVIDED TO STUDENTS WHOSE AGES RANGED FROM PRESCHOOL TO GRADE EIGHT.

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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 (2022)

Revenue Breakdown

Contributions & Grants $64,934

Program Service Revenue $11,709,954

Investment Income $30,697

Other Revenue $982,118

TOTAL REVENUE $12,787,703

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,458,108

Fundraising Expenses $720,924

Program Expenses $8,318,533

Other Expenses $3,613,818

TOTAL EXPENSES $12,071,926

Year-over-Year Comparison

	2022	2021	Change
Revenue	$12,787,703	$12,594,369	+0.0%
Expenses	$12,071,926	$11,204,459	+0.1%
Net Income	$715,777	$1,389,910	-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

N/A

Employees

194

Volunteers

153

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
CC HAFNER	EXECUTIVE DIRECTOR OF DEVELOPMENT	40.00		$168,465	$0	$168,465
DR JOE REIKEN	FORMER HEAD OF SCHOOL	40.00		$165,044	$0	$165,044
MAUREEN BOURNAZIAN	PRINCIPAL	40.00		$158,344	$0	$158,344
JEFF TERASHIMA	DIR. OF FIN & OP	40.00		$140,265	$0	$140,265
DENISE SLOCUM	DIRECTOR OF ECDC	40.00		$114,000	$0	$114,000
LORIANN BARTHOLOMEW	Director	2.00	Director	$0	$0	$0
FR PATRICK MOSES	Director	2.00	Director	$0	$0	$0
STEPH BUSCH	Director	2.00	Director	$0	$0	$0
TODD CARPER	Vice Chairman	2.00	Director	$0	$0	$0
JACQUELINE DUPONT	Director	2.00	Director	$0	$0	$0
SARA GUNNELL	Director	2.00	Director	$0	$0	$0
BRANDON MAZZACAVALLO	Chairman	5.00	Director	$0	$0	$0
KYLE BRUMLEU	Director	2.00	Director	$0	$0	$0
RYAN DAY	Director	2.00	Director	$0	$0	$0
CHARLIE GARCIA	Director	2.00	Director	$0	$0	$0
COLLE JAMES IV	Director	2.00	Director	$0	$0	$0
FATHER DAMIEN GIAP	Director	2.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$12,787,703	$12,071,926	$13,378,683	$715,777
2022	$12,594,369	$11,204,459	$6,444,557	$1,389,910
2021	$10,612,643	$9,745,584	$5,229,798	$867,059
2020	$10,393,318	$10,901,494	$5,403,972	$-508,176
2019	$10,919,341	$10,726,887	$4,924,128	$192,454
2018	$11,291,946	$11,080,838	$5,012,568	$211,108