St Anns Donor Trust (EIN 476501670) - 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

Principal Officer

Sr Nancy Downing

Phone

3015595500

Tax Period

2024-07-01 to 2025-06-30

St Anns Donor Trust, founded in 2014, is a small nonprofit that reported $282K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $1.5M exceeded revenue, resulting in a 427% operating deficit.

Mission

The Trust is organized to operate exclusively for the benefit of, and to carry out the purposes of St. Anns center for children, youth, and families, a 501(C)(3) organization. The trust is organized to hold, administer, and disburse donations and reserve fund accounts.

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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 $266

Program Service Revenue $0

Investment Income $281,712

Other Revenue $0

TOTAL REVENUE $281,978

Expense Breakdown

Grants Paid $1,420,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,420,000

Other Expenses $64,722

TOTAL EXPENSES $1,484,722

Year-over-Year Comparison

	2024	2023	Change
Revenue	$281,978	$250,823	+0.1%
Expenses	$1,484,722	$560,623	+1.6%
Net Income	$-1,202,744	$-309,800	+2.9%

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

N/A

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

$191,972

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sr Nancy Downing	CEO	0.50	Officer	$0	$11,478	$191,972
Mary Dee Clancy	Trustee	0.50	Director	$0	$0	$0
Tom Borger	Trustee	0.50	Director	$0	$0	$0
Patrick Selwood	Trustee	0.50	Director	$0	$0	$0
Carolyn Snyder McVie	Trustee	0.50	Director	$0	$0	$0
Anthony Cancelosi	Chairman	0.50	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	$281,978	$1,484,722	$11,162,988	$-1,202,744
2024	$250,823	$560,623	$11,096,560	$-309,800
2023	$224,758	$53,458	$10,232,183	$171,300
2023	$224,758	$53,458	$10,232,183	$171,300
2022	$240,383	$57,449	$9,261,862	$182,934
2021	$2,205,852	$41,810	$10,400,197	$2,164,042
2020	$287,220	$37,508	$6,461,811	$249,712
2019	$168,067	$331,667	$6,098,035	$-163,600
2018	$164,802	$33,747	$5,932,391	$131,055

St Anns Donor Trust