ANCIENT SPANISH MONASTERY FOUNDATI… - Form 990 Financial Data

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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

2012

Legal Domicile

Principal Officer

Marjorie Dean

Phone

3059451461

Tax Period

2024-07-01 to 2025-06-30

ANCIENT SPANISH MONASTERY FOUNDATION INCORPORATED, founded in 2012, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $96K in total revenue in fiscal year 2024. Revenue surged 840% from the prior year, signaling strong growth momentum. The organization ran a surplus of $44K, a strong 45% operating margin.

Mission

The organization brings together community supporters for the preserva tion and maintenance of the Ancient Monastery, its Cloisters and Gardens.

Program Service Accomplishments

Program 1

Expenses: $18,182 Revenue: $26,332

96th Legacy Gala event, honoring professionals and community champions

Program 2

Expenses: $6,519 Revenue: $22,144

The 3rd Annual Artists In The Cloisters was accomplished incorporating our mission statement of raising funds through community events.

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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 $28,186

Program Service Revenue $55,876

Investment Income $0

Other Revenue $12,407

TOTAL REVENUE $96,469

Expense Breakdown

Grants Paid $22,334

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $24,701

Other Expenses $30,550

TOTAL EXPENSES $52,884

Year-over-Year Comparison

	2024	2023	Change
Revenue	$96,469	$10,262	+8.4%
Expenses	$52,884	$38,638	+0.4%
Net Income	$43,585	$-28,376	-2.5%

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

N/A

Independent Members

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
MARJORIE DEAN	President	Director	$0	$0	$0
ALAN RIFKIN	Vice President	Director	$0	$0	$0
NANCY E KEMPTON	Director	Director	$0	$0	$0
GEORGE NEARY	Trustee	Director	$0	$0	$0
TRINETTE ZARRAN	Director	Director	$0	$0	$0
GREGORY MANSFIELD JR	Other	Director	$0	$0	$0
JOHN EMERY	Director	Director	$0	$0	$0
COLLEEN COCHLIN	Director	Director	$0	$0	$0
LLOYD GORADESKY	VP	Director	$0	$0	$0
PAMELA RICHBURG SMITH	Trustee	Director	$0	$0	$0
LINDA STIGLIANESE	SecretaryTreasurer	Officer	$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	$96,469	$52,884	$9,327	$43,585
2024	$10,262	$38,638	$21,593	$-28,376
2023	$30,652	$37,566	$49,942	$-6,914
2022	$20,483	$12,313	$67,508	$8,170

ANCIENT SPANISH MONASTERY FOUNDATION INCORPORATED