AUNT RITA'S FOUNDATION (EIN 412176501) - 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

2005

Legal Domicile

Principal Officer

STACEY JAY CAVELIERE

Phone

6028828675

Tax Period

2023-01-01 to 2023-12-31

AUNT RITA'S FOUNDATION, founded in 2005, is a community nonprofit in the Diseases & Disorders sector that reported $1.2M in total revenue in fiscal year 2023. Revenue fell 35% from the prior year — a significant decline worth monitoring.

Mission

IN EVERYTHING WE DO, WE ARE DEDICATED TO THE ELIMINATION OF, AND SUFFERING FROM, HIV AND AIDS.

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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 $588,567

Program Service Revenue $545,906

Investment Income $439

Other Revenue $16,806

TOTAL REVENUE $1,151,718

Expense Breakdown

Grants Paid $106,434

Salaries & Benefits $301,618

Fundraising Expenses $313,919

Program Expenses $678,751

Other Expenses $788,725

TOTAL EXPENSES $1,199,257

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,151,718	$1,771,332	-0.3%
Expenses	$1,199,257	$1,859,151	-0.4%
Net Income	$-47,539	$-87,819	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA GARDEN	DIRECTOR	N/A	Director	$0	$0	$0
NICOLE KERR	TREASURER	N/A	Officer Director	$0	$0	$0
REBECCA LUTZ	DIRECTOR	N/A	Director	$0	$0	$0
BRENNAN O'HARE	DIRECTOR	N/A	Director	$0	$0	$0
JOHN PHEBUS	DIRECTOR	N/A	Director	$0	$0	$0
DANIEL SCORTINO	PRESIDENT	N/A	Officer Director	$0	$0	$0
DAVID TWIGGER	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	$1,151,718	$1,199,257	$461,713	$-47,539
2022	$1,771,332	$1,859,151	$432,188	$-87,819
2021	$1,432,107	$1,422,128	$463,014	$9,979
2021	$1,241,607	$1,422,129	$461,013	$-180,522
2020	$1,225,706	$1,058,293	$463,963	$167,413
2019	$1,000,435	$984,547	$194,421	$15,888

AUNT RITA'S FOUNDATION