ST ANNE'S SHRINE PRESERVATION SOCIETY INC (EIN 834035202) - 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

2019

Principal Officer

JEFFERY MONTIGNY

Phone

5086781510

Tax Period

2023-07-01 to 2024-06-30

ST ANNE'S SHRINE PRESERVATION SOCIETY INC, founded in 2019, is a small nonprofit that reported $285K in total revenue in fiscal year 2023. Revenue surged 62% from the prior year, signaling strong growth momentum. The organization ran a surplus of $171K, a strong 60% operating margin.

Mission

RESTORATION AND PRESERVATION OF RELIGIOUS SHRINE.

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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 $215,699

Program Service Revenue $0

Investment Income $12,434

Other Revenue $56,922

TOTAL REVENUE $285,055

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $88,756

Other Expenses $113,717

TOTAL EXPENSES $113,717

Year-over-Year Comparison

	2023	2022	Change
Revenue	$285,055	$176,439	+0.6%
Expenses	$113,717	$98,456	+0.2%
Net Income	$171,338	$77,983	+1.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD AFFONSO	DIRECTOR	1.00	Director	$0	$0	$0
BRYAN BOYLE	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE CLARK	CLERK	1.00	Officer Director	$0	$0	$0
DEBORAH DAVEY	DIRECTOR (RE	1.00	Director	$0	$0	$0
ROBERT GAUVIN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JASON LEBEAU	DIRECTOR	1.00	Director	$0	$0	$0
CECILE A MICHNO	TREASURER	1.00	Officer Director	$0	$0	$0
JEFFERY MONTIGNY	PRESIDENT	1.00	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	$285,055	$113,717	$586,122	$171,338
2023	$176,439	$98,456	$414,663	$77,983
2022	$196,293	$96,000	$336,649	$100,293
2021	$172,127	$77,207	$236,382	$94,920
2020	$199,082	$67,674	$141,317	$131,408

ST ANNE'S SHRINE PRESERVATION SOCIETY INC