THE ANGELUS INC (EIN 591971002) - 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

1979

Legal Domicile

Principal Officer

JOELLE P NERI

Phone

7278561775

Tax Period

2023-10-01 to 2024-09-30

THE ANGELUS INC, founded in 1979, is a community nonprofit that reported $3.6M in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum.

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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 $340,733

Program Service Revenue $2,308,323

Investment Income $846,106

Other Revenue $80,904

TOTAL REVENUE $3,576,066

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,390,883

Fundraising Expenses $0

Program Expenses $2,259,222

Other Expenses $1,084,829

TOTAL EXPENSES $3,475,712

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,576,066	$2,599,585	+0.4%
Expenses	$3,475,712	$3,332,803	+0.0%
Net Income	$100,354	$-733,218	-1.1%

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

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

$253,077

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH R NERI	PRESIDENT/DI	0.00	Director	$165,145	$0	$165,145
JOELLE P NERI	CEO	0.00	Director	$87,932	$0	$87,932
STEPHEN C BOOTH	CHAIRMAN/DIR	N/A	Director	$0	$0	$0
JENNIFER COOLEY	SECREATARY/D	N/A	Director	$0	$0	$0
TINA FARRELL	DIRECTOR	N/A	Director	$0	$0	$0
DON FAUNCE	VP/DIRECTOR	N/A	Director	$0	$0	$0
CATHERINE GIANGRECO	DIRECTOR	N/A	Director	$0	$0	$0
CONNIE LUCCO	CFO/DIRECTOR	N/A	Director	$0	$0	$0
ROBIN MORGAN	DIRECTOR	N/A	Director	$0	$0	$0
PAMELA PAONE	DIRECTOR	N/A	Director	$0	$0	$0
SCOTT PATON	DIRECTOR	N/A	Director	$0	$0	$0
MARC PETRINI	DIRECTOR	N/A	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
2024	$3,624,094	$3,513,395	$5,704,903	$110,699
2024	$3,576,066	$3,475,712	$5,704,903	$100,354
2023	No data	No data	No data	No data
2022	$2,277,215	$3,131,010	$6,308,892	$-853,795
2022	$3,154,543	$3,801,998	$6,427,888	$-647,455
2021	$2,504,977	$2,805,631	$7,141,198	$-300,654
2020	$2,730,030	$2,721,828	$7,384,836	$8,202
2019	$2,741,459	$2,949,652	$7,432,509	$-208,193
2018	$2,857,338	$2,863,873	$7,563,992	$-6,535

THE ANGELUS INC