ANNIE C COURTNEY FOUNDATION

EIN: 464114723 501(c)(3) Human Services

WATERBURY, CT

Total Revenue
$326,404
Total Expenses
$196,498
Total Assets
$329,609
Net Assets
$288,103
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2011
Legal Domicile
CT
Principal Officer
DEBORAH KELLEHER
Phone
4752352184
Tax Period
2024-07-01 to 2025-06-30

ANNIE C COURTNEY FOUNDATION, founded in 2011, is a small nonprofit in the Human Services sector that reported $326K in total revenue in fiscal year 2024. Revenue surged 235% from the prior year, signaling strong growth momentum. The organization ran a surplus of $130K, a strong 40% operating margin.

Mission

THE MISSION OF THE ANNIE C COURTNEY FOUNDATION, INC IS TO SUPPORT AND PROMOTE POSITIVE, EMPOWERING, LOVING AND HEALTHY COMMUNITIES FOR VULNERABLE CHILDREN, YOUTH AND FAMILIES WITH THE GOAL OF PREVENTING THE NEED FOR FOSTER CARE; ALSO ELIMINATING BARRIERS THAT PREVENT YOUNG ADULTS WITH CHILD WELFARE HISTORIES FROM SUCCEEDING.

Program Service Accomplishments

Program 1

THE COMMUNITY COLLABORATIVE PROMOTES, RECRUITS, SUPPORTS AND HELPS ENHANCE EFFECTIVE RELATIONSHIPS BETWEEN FOSTER/ADOPTIVE FAMILIES/KINSHIP CAREGIVERS AND THE DEPARTMENT OF CHILDREN AND FAMILIES AND...

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THE COMMUNITY COLLABORATIVE PROMOTES, RECRUITS, SUPPORTS AND HELPS ENHANCE EFFECTIVE RELATIONSHIPS BETWEEN FOSTER/ADOPTIVE FAMILIES/KINSHIP CAREGIVERS AND THE DEPARTMENT OF CHILDREN AND FAMILIES AND OTHER COMMUNITY FOSTER AGENCIES. BY HOSTING MONTHLY INFORMATION MEETINGS, ATTENDING COMMUNITY EVENTS, PARTNERING WITH COMMUNITY GROUPS, AND USING SOCIAL MEDIA, THE ANNIE C COURTNEY FOUNDATION (ACCF) HELPS INCREASE LOCAL COMMUNITY AWARENESS ABOUT THE CONTINUED NEED FOR CULTURALLY COMPETENT, LICENSED FOSTER AND ADOPTIVE FAMILIES THROUGHOUT NORTHWESTERN CT FOR CHILDREN AND YOUTH IN CARE. ACCF HOSTS MONTHLY SUPPORT GROUPS, PROVIDES REFERRAL SERVICES, HOSTS TRAININGS AND USES SOCIAL MEDIA TO SUPPORT FAMILIES ALREADY PROVIDING FOSTER CARE OR KINSHIP CARE AS WELL AS FAMILIES WHO HAVE ADOPTED.

Program 2
Expenses: $149,760 Revenue: $109,265

WE PERFORM RECRUITMENT ON BEHALF OF THE CT DEPARTMENT OF CHILDREN AND FAMILIES TO INCREASE THE NUMBER OF FOSTER AND ADOPTIVE FAMILIES AVAILABLE TO CHILDREN IN THE FOSTER CARE SYSTEM, SPECIFICALLY IN...

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WE PERFORM RECRUITMENT ON BEHALF OF THE CT DEPARTMENT OF CHILDREN AND FAMILIES TO INCREASE THE NUMBER OF FOSTER AND ADOPTIVE FAMILIES AVAILABLE TO CHILDREN IN THE FOSTER CARE SYSTEM, SPECIFICALLY IN LOWER FAIRFIELD COUNTY AND ACROSS NORTHWEST CT. ACCF HELPS INCREASE COMMUNITY AWARENESS OF THE ONGOING NEED FOR LICENSED FOSTER AND ADOPTIVE FAMILIES FOR CHILDREN BY HOSTING TRAININGS IN THE COMMUNITY AND SPEAKING WITH FAITH COMMUNITIES AND BUSINESSES AS WELL AS INDIVIDUALS. FAMILIES ARE SUPPORTED THROUGHOUT THE PROCESS OF LICENSING AS WE PARTNER WITH DCF TO ASSURE THAT FAMILIES NEEDS ARE MET, INCREASING RETENTION OF THIS VALUABLE RESOURCE FOR CHILDREN AND YOUTH.

Program 3
Expenses: $19,292 Revenue: $15,837

THE NEW BEGINNINGS CONDOS PROVIDES SAFE, SUPPORTIVE HOUSING FOR YOUNG ADULTS TRANSITIONING OUT OF FOSTER CARE, OFFERING SINGLE-UNIT APARTMENTS AND COMMUNITY SUPPORT TO HELP THEM BUILD STABILITY AND...

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THE NEW BEGINNINGS CONDOS PROVIDES SAFE, SUPPORTIVE HOUSING FOR YOUNG ADULTS TRANSITIONING OUT OF FOSTER CARE, OFFERING SINGLE-UNIT APARTMENTS AND COMMUNITY SUPPORT TO HELP THEM BUILD STABILITY AND INDEPENDENCE. THROUGH ITS EMERGING INTENTIONAL NEIGHBORING COMMUNITY MODEL, WE ARE ALSO WORKING TO CREATE INTERGENERATIONAL COMMUNITIES WHERE CARING SENIORS AND YOUNG ADULTS LIVE TOGETHER, FOSTERING MEANINGFUL RELATIONSHIPS, MUTUAL SUPPORT, AND A FAMILY-LIKE ENVIRONMENT THAT STRENGTHENS LONG-TERM WELL-BEING. THESE PROGRAMS PROMOTE CONNECTION, RESILIENCE, AND COMMUNITY-BASED PROBLEM SOLVING BEYOND TRADITIONAL SOCIAL SERVICES.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $187,451
Program Service Revenue $125,102
Investment Income $0
Other Revenue $13,851
TOTAL REVENUE $326,404

Expense Breakdown

Grants Paid $0
Salaries & Benefits $113,594
Fundraising Expenses $4,473
Program Expenses $169,052
Other Expenses $82,904
TOTAL EXPENSES $196,498

Year-over-Year Comparison

2024 2023 Change
Revenue $326,404 $97,557 +2.3%
Expenses $196,498 $81,356 +1.4%
Net Income $129,906 $16,201 +7.0%
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

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Liquidity & Cash Position

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Governance

Voting Members
8
Independent Members
8
Employees
2
Volunteers
15

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
4
$0
Total Directors
10
$55,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DEB KELLEHER EXECUTIVE DIRECTOR 40.00
Director
$55,000 $0 $55,000
ROGER AMES TREASURER 1.00
Officer Director
$0 $0 $0
PHILIP COWIT SECRETARY 1.00
Officer Director
$0 $0 $0
RACHAEL CARPANETO BOARD MEMBER 1.00
Director
$0 $0 $0
TRAYVONN DIAZ BOARD MEMBER (VICE-CHAIR) 1.00
Officer Director
$0 $0 $0
KIMBERLY ALIOTTE BOARD MEMBER 1.00
Director
$0 $0 $0
SELINA DANIELS BOARD MEMBER (CHAIR) 1.00
Officer Director
$0 $0 $0
JULIETH SANCHEZ BOARD MEMBER 1.00
Director
$0 $0 $0
KENNETH CABRAL BOARD MEMBER 1.00
Director
$0 $0 $0
JILL SCHOENFUSS BOARD MEMBER 1.00
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 $326,404 $196,498 $329,609 $129,906
2023 $152,374 $147,019 $144,121 $5,355
2022 $137,814 $106,241 $139,354 $31,573
2021 $115,101 $98,966 $122,217 $16,135
2020 $134,340 $113,151 $90,958 $21,189
2019 $138,042 $124,200 $68,949 $13,842
2018 $148,770 $117,721 $56,456 $31,049
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