NEW ANNAPOLITANS INC (EIN 521635441) - 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

Legal Domicile

Principal Officer

CAROLYN ROCKHILL

Phone

4102686495

Tax Period

2020-07-01 to 2021-06-30

NEW ANNAPOLITANS INC is a micro nonprofit that reported $23K in total revenue in fiscal year 2020. Revenue fell 49% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $7K, a strong 32% operating margin.

Mission

DEVELOPMENT OF THE FELLOWSHIP AND ACQUAINTANCE AMONG NEW RESIDENTS AND THEIR ASSIMILATION INTO THE CIVIC LIFE AND SOCIAL ACTIVITIES OF THEIR NEW COMMUNITY. IT DOES SUSTAIN SOME CIVIC PROJECTS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $18,785

Program Service Revenue $3,908

Investment Income $14

Other Revenue $0

TOTAL REVENUE $22,707

Expense Breakdown

Grants Paid $3,051

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,088

Other Expenses $12,360

TOTAL EXPENSES $15,411

Year-over-Year Comparison

	2020	2019	Change
Revenue	$22,707	$44,603	-0.5%
Expenses	$15,411	$37,151	-0.6%
Net Income	$7,296	$7,452	0.0%

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

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARTHA MUIR	PRESIDENT	5.00	Officer	$0	$0	$0
ELLEN WAKEFIELD	1ST VP NEWCOMERS	4.00	Officer	$0	$0	$0
NATALIE KETCHAM	2ND VP PROGRAMS	4.00	Officer	$0	$0	$0
KATHY CLATANOFF	3RD VP MEMBERSHIP	4.00	Officer	$0	$0	$0
ANNA INGLIS	4TH VP INTEREST GR	3.00	Officer	$0	$0	$0
DEBORAH DOTY	SECRETARY	3.00	Officer	$0	$0	$0
CAROLYN ROCKHILL	TREASURER	5.00	Officer	$0	$0	$0
LIZA RYNER	NEWSLETTER EDITOR	4.00	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
2021	$22,707	$15,411	$62,118	$7,296
2020	$44,603	$37,151	$54,822	$7,452
2019	$42,593	$42,895	$47,370	$-302

NEW ANNAPOLITANS INC