ST ANNE FRIENDS OF THE NEEDY (EIN 873187174) - 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

2021

Legal Domicile

Principal Officer

REV KEITH KENNEY

Phone

4805074420

Tax Period

2024-07-01 to 2025-06-30

ST ANNE FRIENDS OF THE NEEDY, founded in 2021, is a small nonprofit in the Human Services sector that reported $514K in total revenue in fiscal year 2024. Revenue surged 76% from the prior year, signaling strong growth momentum. Expenses of $481K left a modest 6% surplus.

Mission

ROOTED IN OUR CATHOLIC FAITH, WE PROVIDE FOOD, DIAPERS, AND PERSONAL CARE ITEMS TO THOSE IN NEED OFFERING NOT ONLY MATERIAL ASSISTANCE, BUT ALSO THE PRESENCE OF CHRIST THROUGH PERSONAL ENCOUNTER AND OUTREACH. OUR WORK IS A RESPONSE TO THE GOSPEL CALL TO LOVE AND SERVE THE POOR.

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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 $508,776

Program Service Revenue $0

Investment Income $4,825

Other Revenue $0

TOTAL REVENUE $513,601

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $429,240

Other Expenses $481,466

TOTAL EXPENSES $481,466

Year-over-Year Comparison

	2024	2023	Change
Revenue	$513,601	$291,603	+0.8%
Expenses	$481,466	$159,565	+2.0%
Net Income	$32,135	$132,038	-0.8%

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

$84,688

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN CABALLERO	EXECUTIVE DI	40.00	Director	$0	$22,622	$84,688
ANDREW GILLILAND	DIRECTOR	2.00	Director	$0	$0	$0
REV KEITH KENNEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
ERIC SCHAEFER	TREASURER	2.00	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	$513,601	$481,466	$454,378	$32,135
2024	$291,603	$159,565	$420,594	$132,038
2023	$61,394	$6,453	$285,191	$54,941
2023	$71,394	$16,453	$285,191	$54,941

ST ANNE FRIENDS OF THE NEEDY