St Annes Guest Home (EIN 450233776) - 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

1952

Legal Domicile

Principal Officer

Gary Simeone

Phone

7017469401

Tax Period

2024-07-01 to 2025-06-30

St Annes Guest Home, founded in 1952, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Expenses of $2.0M left a modest 4% surplus.

Mission

Basic Care Facility to provide 24 hour care/supervision for vulnerable adults regardless of their financial status.

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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 $215,840

Program Service Revenue $1,857,752

Investment Income $462

Other Revenue $0

TOTAL REVENUE $2,074,054

Expense Breakdown

Grants Paid $896

Salaries & Benefits $1,386,064

Fundraising Expenses $0

Program Expenses $1,520,594

Other Expenses $612,239

TOTAL EXPENSES $1,999,199

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,074,054	$2,443,064	-0.2%
Expenses	$1,999,199	$1,927,552	+0.0%
Net Income	$74,855	$515,512	-0.9%

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

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

$137,431

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
May Fuka	Administrator (until Sept)	50.00	Officer	$69,025	$11,105	$80,130
Gary Simeone Accountant until	Oct)/Administrator (as of Nov)	60.00	Officer	$45,186	$12,115	$57,301
Sister Jean Louise Schafer	President	10.00	Officer Director	$0	$0	$0
Sister Mary Ruth Huhn	Secretary	10.00	Officer Director	$0	$0	$0
Sister Sara Marie Belisle	Treasurer	10.00	Officer Director	$0	$0	$0
Anthony Aymond	Director	2.00	Director	$0	$0	$0
Kathy Klemisch	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	$2,074,054	$1,999,199	$1,285,359	$74,855
2024	$2,443,064	$1,927,552	$1,211,611	$515,512
2023	$1,540,803	$1,835,148	$578,001	$-294,345
2022	$1,510,104	$1,735,232	$750,670	$-225,128
2021	$1,636,070	$1,787,888	$1,059,701	$-151,818
2020	$1,642,093	$1,772,262	$1,070,146	$-130,169
2019	$1,611,072	$1,731,511	$973,871	$-120,439
2018	$1,556,801	$1,755,430	$1,073,495	$-198,629

St Annes Guest Home