ANCHOR HOUSE INC OF POLK COUNTY (EIN 237244302) - 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

1974

Legal Domicile

Phone

8636651916

Tax Period

2024-04-01 to 2025-03-31

ANCHOR HOUSE INC OF POLK COUNTY, founded in 1974, is a small nonprofit in the Mental Health sector that reported $572K in total revenue in fiscal year 2024. Revenue fell 79% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $104K, a strong 18% operating margin.

Mission

PROVIDE RESIDENTIAL CARE FOR BOYS FROM FAMILIES WITH SOCIAL PROBLEM ISSUES AND TRANSITION HOUSING FOR YOUNG MEN AND WOMEN AGING OUT OF FOSTER CARE.

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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 $398,674

Program Service Revenue $154,911

Investment Income $-15,502

Other Revenue $33,675

TOTAL REVENUE $571,758

Expense Breakdown

Grants Paid $0

Salaries & Benefits $287

Fundraising Expenses $69,253

Program Expenses $328,820

Other Expenses $467,159

TOTAL EXPENSES $467,446

Year-over-Year Comparison

	2024	2023	Change
Revenue	$571,758	$2,740,848	-0.8%
Expenses	$467,446	$1,988,535	-0.8%
Net Income	$104,312	$752,313	-0.9%

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

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
JOSEPH DAVIS	EXECUTIVE DIRECTOR	40.00	Highest	$28,846	$0	$28,846
LEE BURROWS	PRESIDENT	1.00	Officer Director	$0	$0	$0
TONYA AKWETEY	DIRECTOR	1.00	Director	$0	$0	$0
MATT BURKS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JEFF SPEAR	TREASURER	1.00	Officer Director	$0	$0	$0
JAMES KELLARD	DIRECTOR	1.00	Director	$0	$0	$0
JOSE CONCEPCION	DIRECTOR	1.00	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	$571,758	$467,446	$2,975,067	$104,312
2024	No data	No data	No data	No data
2023	$2,029,035	$1,458,441	$2,018,683	$570,594
2022	$1,472,330	$1,262,029	$1,685,116	$210,301
2021	$1,270,622	$1,032,902	$1,622,232	$237,720
2020	$789,119	$835,484	$1,444,109	$-46,365
2019	$926,435	$886,460	$1,272,308	$39,975

ANCHOR HOUSE INC OF POLK COUNTY