St Anne Village Inc

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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

Principal Officer

Lisa Kimble

Phone

9252404757

Tax Period

2023-07-01 to 2024-06-30

St Anne Village Inc, founded in 2014, is a small nonprofit in the Human Services sector that reported $198K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $409K exceeded revenue, resulting in a 106% operating deficit.

Mission

The purpose of the organization is to fund, develop and operate an intergenerational village consisting of Pre K-8 school senior housing, low income senior housing, and continuous care housing.

Program Service Accomplishments

Program 1

Expenses: $376,366

St. Anne Village Respite Progam is an adult day care service for participants with memory problems or requiring social interaction support and companionship in a loving and safe environment. All...

St. Anne Village Respite Progam is an adult day care service for participants with memory problems or requiring social interaction support and companionship in a loving and safe environment. All staff and volunteers are trained and screened meals and snacks are included. Sliding scale payments and financial assistance are provided.

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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 $14,929

Program Service Revenue $183,266

Investment Income $0

Other Revenue $0

TOTAL REVENUE $198,195

Expense Breakdown

Grants Paid $0

Salaries & Benefits $247,342

Fundraising Expenses $0

Program Expenses $376,366

Other Expenses $161,780

TOTAL EXPENSES $409,122

Year-over-Year Comparison

	2023	2022	Change
Revenue	$198,195	$177,244	+0.1%
Expenses	$409,122	$423,098	0.0%
Net Income	$-210,927	$-245,854	-0.1%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa Kimble	Executive Dir.	40.00	Officer Director	$0	$0	$0
Pat Weber	Director	1.00	Officer Director	$0	$0	$0
Maria Xiaris	Director	10.00	Officer Director	$0	$0	$0
Lisa Kimble	Director	40.00	Director	$0	$0	$0
Mike Grimes	Director	1.00	Director	$0	$0	$0
Patrick Grimes	Board Member	1.00	Director	$0	$0	$0
Eric Bustos	Director	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	No data	No data	No data	No data
2024	$198,195	$409,122	$1,739,591	$-210,927
2023	$177,244	$423,098	$2,012,929	$-245,854
2023	$181,838	$418,888	$3,430,702	$-237,050
2022	$179,935	$554,493	$3,781,737	$-374,558
2021	$675,353	$445,192	$4,336,030	$230,161
2020	$1,782,815	$440,066	$4,161,885	$1,342,749
2019	$1,419,833	$348,131	$2,833,191	$1,071,702