ANCHOR BAY COMMUNITY FOUNDATION (EIN 383255728) - 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

Principal Officer

RICK THOMPSON

Phone

5869488307

Tax Period

2024-01-01 to 2024-12-31

ANCHOR BAY COMMUNITY FOUNDATION is a small nonprofit in the Philanthropy & Grantmaking sector that reported $303K in total revenue in fiscal year 2024. Revenue surged 284% from the prior year, signaling strong growth momentum. The organization ran a surplus of $219K, a strong 72% operating margin.

Mission

THE FOUNDATION SERVES AS THE HEART OF ANCHOR BAY BY PROVIDING A BRIDGE TO THE COMMUNITY THROUGH ART, MUSIC, SOCIAL, CULTURAL AND EDUCATIONAL OPPORTUNITIES.

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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 $45,440

Program Service Revenue $0

Investment Income $257,533

Other Revenue $0

TOTAL REVENUE $302,973

Expense Breakdown

Grants Paid $69,596

Salaries & Benefits $0

Fundraising Expenses $4,162

Program Expenses $73,264

Other Expenses $13,981

TOTAL EXPENSES $83,577

Year-over-Year Comparison

	2024	2023	Change
Revenue	$302,973	$78,887	+2.8%
Expenses	$83,577	$102,786	-0.2%
Net Income	$219,396	$-23,899	-10.2%

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

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
KEVIN WOEHLER	TREASURER	N/A	Officer Director	$0	$0	$0
LYNNE HOOVER MUSILLI	DIRECTOR	N/A	Director	$0	$0	$0
KRISTIE LOHMANN	DIRECTOR	N/A	Director	$0	$0	$0
DENISE MELLO	SECRETARY	N/A	Officer Director	$0	$0	$0
MARK MILLER	DIRECTOR	N/A	Director	$0	$0	$0
ERIC PIERSON	VICE CHAIR	N/A	Officer Director	$0	$0	$0
LOIS PIERSON	DIRECTOR	N/A	Director	$0	$0	$0
JULIANA TEXLEY	DIRECTOR EME	N/A	Director	$0	$0	$0
RICK THOMPSON	CHAIR	N/A	Officer Director	$0	$0	$0
LEONARD WOODSIDE	DIRECTOR	N/A	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	$302,973	$83,577	$2,443,979	$219,396
2023	$78,887	$102,786	$2,151,558	$-23,899
2022	$894,876	$74,430	$1,912,847	$820,446
2021	$135,909	$59,912	$1,361,547	$75,997
2020	$73,545	$70,885	$1,110,855	$2,660
2019	$106,800	$77,626	$989,564	$29,174
2018	$95,800	$64,851	$793,177	$30,949

ANCHOR BAY COMMUNITY FOUNDATION