THE ANNANDALE FOUNDATION INC

EIN: 273444167 501(c)(3) Diseases & Disorders

SUWANEE, GA

Total Revenue
$303,390
Total Expenses
$386,310
Total Assets
$12,731,616
Net Assets
$12,718,918
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
GA
Principal Officer
ADAM POMERANZ
Phone
7709458381
Tax Period
2023-07-01 to 2024-06-30

THE ANNANDALE FOUNDATION INC, founded in 2010, is a small nonprofit in the Diseases & Disorders sector that reported $303K in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $386K exceeded revenue, resulting in a 27% operating deficit.

Mission

THE ANNANDALE FOUNDATION, INC'S MISSION IS TO PERPETUATE A VILLAGE COMMUNITY TO PROVIDE PROGRESSIVE LIFE ASSISTANCE TO ADULTS WITH DEVELOPMENTAL DISABILITIES OR TRAUMATIC BRAIN INJURY SO THAT THEY CAN MAXIMIZE THEIR ABILITIES AND MAINTAIN THEIR INDEPENDENCE IN THE LEAST RESTRICTIVE ENVIRONMENT. ASSISTANCE IS PROVIDED TO ADULTS WITH DISABILITIES INCLUDING AUTISM, ASPERGER SYNDROME, DOWN SYNDROME AND FRAGILE X SYNDROME.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $9,187
Program Service Revenue $0
Investment Income $294,203
Other Revenue $0
TOTAL REVENUE $303,390

Expense Breakdown

Grants Paid $314,720
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $314,720
Other Expenses $71,590
TOTAL EXPENSES $386,310

Year-over-Year Comparison

2023 2022 Change
Revenue $303,390 $231,169 +0.3%
Expenses $386,310 $631,381 -0.4%
Net Income $-82,920 $-400,212 -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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
7
Independent Members
7
Employees
N/A
Volunteers
7

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
7
$445,046
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRYAN BENFIELD CHAIR 1.00
Officer Director
$0 $0 $0
TYLER HEARD VICE-CHAIR 0.50
Officer Director
$0 $0 $0
NOAH LEVY TREASURER 0.50
Officer Director
$0 $0 $0
ROBERT PONDER SECRETARY 1.00
Officer Director
$0 $0 $0
SUZANNE MOLOCK MD PAST CHAIRMAN 1.00
Officer Director
$0 $0 $0
LISA JACKSON EXEC COM AT LARGE 0.50
Director
$0 $0 $0
CHARLES A LOTZ EMERITUS 0.50
Director
$0 $0 $0
ADAM POMERANZ PRESIDENT/EXECUTIVE DIRECT 1.00
Officer
$0 $63,193 $289,668
LAURA MACPHERSON CHIEF FINANCIAL OFFICER 2.50
Officer
$0 $18,672 $155,378
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 $303,390 $386,310 $12,731,616 $-82,920
2023 $231,169 $631,381 $11,570,348 $-400,212
2022 $132,138 $881,567 $11,034,650 $-749,429
2021 $128,582 $386,564 $13,384,641 $-257,982
2020 $189,438 $403,033 $11,138,922 $-213,595
2019 $206,882 $368,814 $10,483,429 $-161,932
2018 $262,112 $332,990 $10,074,658 $-70,878
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