ANNS HEART INC (EIN 465257454) - 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

2014

Legal Domicile

Phone

4843932407

Tax Period

2023-07-01 to 2024-06-30

ANNS HEART INC, founded in 2014, is a community nonprofit in the Human Services sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 78% from the prior year, signaling strong growth momentum. The organization ran a surplus of $649K, a strong 42% operating margin.

Mission

THE MISSION OF ANN'S HEART IS TO PROVIDE A PLACE OF WELCOME AND HUMAN SERVICES TO ALL PHOENIXVILLE AREA PEOPLE

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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 $1,443,730

Program Service Revenue $0

Investment Income $8,852

Other Revenue $89,612

TOTAL REVENUE $1,542,194

Expense Breakdown

Grants Paid $0

Salaries & Benefits $512,170

Fundraising Expenses $142,062

Program Expenses $618,483

Other Expenses $381,270

TOTAL EXPENSES $893,440

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,542,194	$866,633	+0.8%
Expenses	$893,440	$694,779	+0.3%
Net Income	$648,754	$171,854	+2.8%

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

540

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
FRANCIS VENEZIA	Treasurer (OLD)	4.00	Officer Director	$0	$0	$0
DANIELLE JOUENNE	MEMBER	4.00	Director	$0	$0	$0
DONALD GRINSTEAD	MEMBER	4.00	Director	$0	$0	$0
A MARIA SADLER	VICE PRES (OLD)	4.00	Officer Director	$0	$0	$0
JOSEPH FARACI	VP (NEW)	4.00	Officer Director	$0	$0	$0
ELIZABETH BURCKLEY	MEMBER	4.00	Director	$0	$0	$0
STEVEN NIEWINSKI	MEMBER	4.00	Director	$0	$0	$0
MADELINE SMITH	MEMBER	4.00	Director	$0	$0	$0
PATRICIA VERISH	MEMBER	4.00	Director	$0	$0	$0
LAURA WINTERS	President	4.00	Officer Director	$0	$0	$0
MADELYN ANTON	MEMBER	4.00	Director	$0	$0	$0
ANDREW BURKE	MEMBER	4.00	Director	$0	$0	$0
HELEN DEAN	MEMBER	4.00	Director	$0	$0	$0
ANN-MARIE HULSTINE	MEMBER	4.00	Director	$0	$0	$0
ANDREW SHAPREN	Secretary	4.00	Officer Director	$0	$0	$0
TIMOTHY WETZEL	Treasurer (NEW)	4.00	Officer 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	No data	No data	No data	No data
2024	$1,542,194	$893,440	$1,980,154	$648,754
2023	$866,633	$694,779	$251,156	$171,854
2022	$489,653	$553,114	$68,745	$-63,461
2021	$437,537	$364,336	$132,206	$73,201
2020	$273,869	$242,558	$59,005	$31,311

ANNS HEART INC