RETIREES OF ANCHOR ACQUISITION LLC HEALTH CARE TRUST (EIN 276239920) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

Robert M Witherell

Phone

4122012242

Tax Period

2024-01-01 to 2024-12-31

RETIREES OF ANCHOR ACQUISITION LLC HEALTH CARE TRUST, founded in 2009, is a small nonprofit in the Mutual Benefit sector that reported $144K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $273K exceeded revenue, resulting in a 89% operating deficit.

Mission

Provide a medical premium reimbursement benefit to eligible participants

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $75,000

Investment Income $69,128

Other Revenue $0

TOTAL REVENUE $144,128

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $28,877

TOTAL EXPENSES $272,936

Year-over-Year Comparison

	2024	2023	Change
Revenue	$144,128	$162,389	-0.1%
Expenses	$272,936	$274,211	0.0%
Net Income	$-128,808	$-111,822	+0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMIE KELLER	COMMITTEE MEMBER	1.00	Director	$0	$0	$0
SARAH KERSANTY	COMMITTEE MEMBER	1.00	Director	$0	$0	$0
TIMOTHY J TUTTLE	COMMITTEE MEMBER	1.00	Director	$0	$0	$0
ROB WITHERELL	COMMITTEE MEMBER	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
2024	$144,128	$272,936	$1,675,873	$-128,808
2023	$162,389	$274,211	$1,730,979	$-111,822
2022	$83,959	$261,095	$1,726,796	$-177,136
2021	$172,375	$266,656	$2,177,777	$-94,281
2020	$120,431	$263,788	$2,189,082	$-143,357
2019	$260,729	$267,595	$2,168,804	$-6,866
2018	$162,661	$247,558	$2,047,245	$-84,897

RETIREES OF ANCHOR ACQUISITION LLC HEALTH CARE TRUST