St Anne's Family Services (EIN 951691306) - 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

1941

Legal Domicile

Principal Officer

Lorna Little

Phone

2133812931

Tax Period

2024-07-01 to 2025-06-30

St Anne's Family Services, founded in 1941, is a mid-sized nonprofit in the Human Services sector that reported $45.3M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $40.4M left a modest 11% surplus.

Mission

Working together to build safe, nurturing and resilient families - from pregnancy to parenthood and childhood to adulthood - for generations to come.Our work and the resiliency of our clients and program participants brings about life-changing transformations; disrupting cycles of poverty, and foster care placements. Our desire it to keep children, youth and families safe, together and out of systems such as foster care and juvenile justice by providing housing, early childhood development, mental health services and workforce development.

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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 $43,943,479

Program Service Revenue $0

Investment Income $311,266

Other Revenue $1,015,396

TOTAL REVENUE $45,270,141

Expense Breakdown

Grants Paid $2,115,093

Salaries & Benefits $25,422,870

Fundraising Expenses $1,126,171

Program Expenses $34,262,715

Other Expenses $12,882,236

TOTAL EXPENSES $40,420,199

Year-over-Year Comparison

	2024	2023	Change
Revenue	$45,270,141	$36,733,645	+0.2%
Expenses	$40,420,199	$38,571,384	+0.0%
Net Income	$4,849,942	$-1,837,739	-3.6%

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

421

Volunteers

518

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

$730,277

Total Directors

$459,289

Key Employees

$419,607

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bradford P Weirick	Chair	1.00	Officer Director	$0	$0	$0
Patrick Conn	Vice Chair	1.00	Officer Director	$0	$0	$0
Debbie Pattillo	Secretary	1.00	Officer Director	$0	$0	$0
Brian W Matthews	Chair of Finance Committee	1.00	Officer Director	$0	$0	$0
Bridget Armstrong	Board Member	1.00	Director	$0	$0	$0
Christy Bosse	Board Member	1.00	Director	$0	$0	$0
Craig Darian	Board Member	1.00	Director	$0	$0	$0
Rocky Delgadillo	Board Member (end 10/24)	1.00	Director	$0	$0	$0
Joyce Dinel	Board Member	1.00	Director	$0	$0	$0
Terri Holoman	Board Member	1.00	Director	$0	$0	$0
Sheriden Mansfeld	Board Member	1.00	Director	$0	$0	$0
Shamir Moorer	Board Member	1.00	Director	$0	$0	$0
Yansy Naranjo	Board Member (end 12/24)	1.00	Director	$0	$0	$0
Ana O' Brien	Board Member	1.00	Director	$0	$0	$0
Terry Ogawa	Board Member	1.00	Director	$0	$0	$0
Dale Pelch	Board Member	1.00	Director	$0	$0	$0
Kurt E Rieck	Board Member (start 1/25)	1.00	Director	$0	$0	$0
Monica Sanjinez	Board Member	1.00	Director	$0	$0	$0
Kathryn Shirley	Board Member (start 1/25)	1.00	Director	$0	$0	$0
Ryan Trent	Board Member	1.00	Director	$0	$0	$0
Elena White	Board Member (start 1/25)	1.00	Director	$0	$0	$0
Ashley Wright	Board Member (start 1/25)	1.00	Director	$0	$0	$0
Lorna Little	President & CEO	40.00	Officer Director	$433,143	$26,146	$459,289
Alexandra Zandueta	Chief Financial Officer	40.00	Officer	$244,033	$26,955	$270,988
Regina Peck-Sobolewski	Chief Programs Officer	40.00	Key Emp	$188,386	$23,412	$211,798
Dana Nicole Valenzuela	Chief Development Officer	40.00	Key Emp	$185,923	$21,886	$207,809
Carmen Andreasen	Chief Administrative Officer	40.00	Highest	$202,544	$20,862	$223,406
Edgar Serrano	Dir. of Information Technology	40.00	Highest	$161,105	$10,797	$171,902
Anna Michelle Lopez	VP of Early Childhood Educucation	40.00	Highest	$146,125	$13,855	$159,980
Daniele Vega	VP of Community Programs	40.00	Highest	$151,345	$11,187	$162,532
Catalina Catacutan	Director of Finance	40.00	Highest	$142,439	$19,047	$161,486

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	$45,270,141	$40,420,199	$37,059,651	$4,849,942
2024	$36,733,645	$38,571,384	$33,684,617	$-1,837,739
2023	$30,774,068	$32,831,308	$40,972,877	$-2,057,240
2022	$37,315,908	$35,221,742	$31,165,331	$2,094,166
2019	$27,813,996	$28,761,681	$28,361,776	$-947,685
2018	$27,331,386	$27,647,072	$29,707,104	$-315,686

St Anne's Family Services