ST ANNES MEAD

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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

1958

Legal Domicile

Principal Officer

AMANDA NEWPORT

Phone

2485571221

Tax Period

2024-01-01 to 2024-12-31

ST ANNES MEAD, founded in 1958, is a community nonprofit that reported $5.0M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $954K, a strong 19% operating margin.

Mission

TO PROVIDE HOUSING FOR SENIOR CITIZENS

Program Service Accomplishments

Program 1

Expenses: $2,055,171 Revenue: $2,350,459

ST. ANNE'S MEAD PROVIDES ASSISTED LIVING AND INDEPENDENT LIVING APARTMENTS FOR SENIORS.

Program 2

Expenses: $1,071,597 Revenue: $1,400,480

ST. ANNE'S MEAD PROVIDES THERAPEUTIC MEMORY CARE FOR SENIORS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $927,680

Program Service Revenue $3,750,939

Investment Income $220,791

Other Revenue $86,379

TOTAL REVENUE $4,985,789

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,300,333

Fundraising Expenses $0

Program Expenses $3,126,768

Other Expenses $1,731,440

TOTAL EXPENSES $4,031,773

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,985,789	$4,054,406	+0.2%
Expenses	$4,031,773	$4,065,156	0.0%
Net Income	$954,016	$-10,750	-89.7%

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

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

$98,033

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EMERY DUMAS	SECRETARY	5.00	Officer Director	$0	$0	$0
NATHALIE DEMERS	PRESIDENT	5.00	Officer Director	$0	$0	$0
JERRY RUBIN	TREASURER	5.00	Officer Director	$0	$0	$0
MOLLIE PROCTOR	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
REV SHARON VOELKER	TRUSTEE	1.00	Director	$0	$0	$0
KAREN PIPER	TRUSTEE	1.00	Director	$0	$0	$0
RIC SIMON	TRUSTEE	1.00	Director	$0	$0	$0
PAM SHERRY	TRUSTEE	1.00	Director	$0	$0	$0
CANON JO ANN HARDY	TRUSTEE	1.00	Director	$0	$0	$0
BISHOP BONNIE PERRY	TRUSTEE	1.00	Director	$0	$0	$0
FRED CAPALDI	TRUSTEE	1.00	Director	$0	$0	$0
BETH APPLEBAUM	TRUSTEE	1.00	Director	$0	$0	$0
MICHALE PIGGINS	TRUSTEE	1.00	Director	$0	$0	$0
AMANDA NEWPORT	EXECUTIVE DIRECTOR	40.00	Officer	$98,033	$0	$98,033

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	$4,985,789	$4,031,773	$7,489,005	$954,016
2023	$4,054,406	$4,065,156	$6,608,568	$-10,750
2022	$3,492,570	$3,690,600	$6,541,695	$-198,030
2021	$4,357,130	$3,622,297	$7,002,291	$734,833
2020	$4,701,645	$4,581,947	$6,292,800	$119,698
2019	$5,244,816	$5,293,312	$6,311,218	$-48,496
2018	$4,702,415	$4,690,152	$6,274,661	$12,263