ANDERSON WOODS INC (EIN 310999025) - 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

1978

Legal Domicile

Principal Officer

RICK KURZENDOEFER

Phone

8123572325

Tax Period

2023-10-01 to 2024-09-30

ANDERSON WOODS INC, founded in 1978, is a small nonprofit that reported $208K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Net assets of $1.5M represent 86 months of operating reserves.

Mission

TO PROVIDE A SUMMER CAMP EXPERIENCE FOR PERSONS WITH MENTAL OR PHYSICAL DISABILITIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $128,656

Program Service Revenue $43,989

Investment Income $8,279

Other Revenue $26,770

TOTAL REVENUE $207,694

Expense Breakdown

Grants Paid $0

Salaries & Benefits $58,245

Fundraising Expenses $0

Program Expenses $214,004

Other Expenses $156,000

TOTAL EXPENSES $214,245

Year-over-Year Comparison

	2023	2022	Change
Revenue	$207,694	$227,572	-0.1%
Expenses	$214,245	$196,680	+0.1%
Net Income	$-6,551	$30,892	-1.2%

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
RICK KURZENDOEFER	PRESIDENT	5.00	Officer Director	$0	$0	$0
JANE BALSMEYER	VICE-PRES/SE	2.00	Officer Director	$0	$0	$0
MARK BUECHLEIN	TREASURER	1.00	Officer Director	$0	$0	$0
ANDREW HAGEDORN	DIRECTOR	1.00	Director	$0	$0	$0
ERIC SCHUE	DIRECTOR	1.00	Director	$0	$0	$0
ISAAC GATWOOD	DIRECTOR	1.00	Director	$0	$0	$0
ALAN POWELL	DIRECTOR	1.00	Director	$0	$0	$0
RALPH SCHWENK	DIRECTOR	1.00	Director	$0	$0	$0
JACOB POWELL	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY MUNDY	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
2024	$207,694	$214,245	$1,495,540	$-6,551
2023	$227,572	$196,680	$1,500,795	$30,892
2022	$233,100	$160,057	$1,467,309	$73,043
2021	$190,090	$120,419	$1,402,457	$69,671
2020	$152,052	$84,941	$1,331,491	$67,111
2019	$157,708	$122,440	$1,269,144	$35,268

ANDERSON WOODS INC