KEN ANDERSON ALLIANCE

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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

2015

Legal Domicile

Principal Officer

JUDY OAKMAN

Phone

5138138321

Tax Period

2023-01-01 to 2023-12-31

KEN ANDERSON ALLIANCE, founded in 2015, is a community nonprofit in the Human Services sector that reported $1.8M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $2.1M exceeded revenue, resulting in a 14% operating deficit.

Mission

KEN ANDERSON ALLIANCE WILL PROVIDE A QUALITY OF LIFE THAT ENABLES ADULTS WITH DEVELOPMENTAL DISABILITIES TO DEVELOP AND SUSTAIN LIFE-LONG RELATIONSHIPS, INDEPENDENCE, AND SELF-ESTEEM BY STRIVING TOWARDS THEIR POTENTIAL AND CONTRIBUTING TO THE COMMUNITY AT LARGE.

Program Service Accomplishments

Program 1

Expenses: $1,244,525 Revenue: $567,945

KEN ANDERSON ALLIANCE'S PHILOSOPHY INCLUDES FOSTERING INTERDEPENDENCE AMONG ITS RESIDENTS THROUGH COMMUNAL ENDEAVORS, ACTIVITIES AND WORK. IN ADDITION, RESIDENTS AND THE NEIGHBORING COMMUNITIES ARE ENCOURAGED TO BUILD MEANINGFUL CONNECTIONS WITH EACH OTHER TO DEMONSTRATE THEIR UNIQUE STRENGTHS AND ABILITIES OF THOSE WITH SPECIAL NEEDS AND TO BRING OUT THE BEST IN THE MAJORITY COMMUNITY. WE BELIEVE THAT EVERY RESIDENT AT KEN ANDERSON ALLIANCE HAS A PURPOSE AND DESERVES TO FEEL A SENSE OF PRIDE IN BEING PART OF A COMMUNITY THAT SEEKS THE GREATER GOOD.

Program 2

CREATING AND MANAGING A COMMUNITY WHERE ADULTS WITH DEVELOPMENTAL DISABILITIES CAN REALIZE THEIR FULL POTENTIAL IN A SAFE, AFFORDABLE, CARING, INTEGRATED, AND SUPPORTIVE ENVIRONMENT.

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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 $1,096,184

Program Service Revenue $567,945

Investment Income $2,137

Other Revenue $146,623

TOTAL REVENUE $1,812,889

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,439,671

Fundraising Expenses $148,638

Program Expenses $1,244,525

Other Expenses $631,286

TOTAL EXPENSES $2,070,957

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,812,889	$1,622,892	+0.1%
Expenses	$2,070,957	$2,858,261	-0.3%
Net Income	$-258,068	$-1,235,369	-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

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

$55,452

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEN ANDERSON	PRESIDENT EMERITUS	10.00	Officer Director	$0	$0	$0
MEG LAUREN LOMBARDO	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS COLLIER	DIRECTOR	1.00	Director	$0	$0	$0
PETER HILTZ	PRESIDENT	10.00	Officer Director	$0	$0	$0
LUCINDA HURST	SECRETARY	1.00	Officer Director	$0	$0	$0
JENN JORDAN	DIRECTOR	1.00	Director	$0	$0	$0
JEFF PIECORO	DIRECTOR	1.00	Director	$0	$0	$0
LISA HYDE-MILLER	DIRECTOR	1.00	Director	$0	$0	$0
ERIC LOMBARDO	DIRECTOR	1.00	Director	$0	$0	$0
TERRY TOMLINSON	DIRECTOR	1.00	Director	$0	$0	$0
JOE LEANZA	DIRECTOR	1.00	Director	$0	$0	$0
KARRI HAFFNER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KEN RINEHART	DIRECTOR	1.00	Director	$0	$0	$0
CAROLE WORKMAN	DIRECTOR	1.00	Director	$0	$0	$0
EMIR HODZIC	TREASURER	10.00	Officer Director	$0	$0	$0
LORI HOGEKAMP	DIRECTOR	1.00	Director	$0	$0	$0
MATT SWENDIMAN	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM MCCLOY	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN POTTS	EXECUTIVE DIRECTOR	40.00	Officer	$55,452	$0	$55,452

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	No data	No data	No data	No data
2023	$1,812,889	$2,070,957	$1,932,918	$-258,068
2022	$1,622,892	$2,858,261	$2,084,227	$-1,235,369
2021	$3,207,563	$1,217,936	$3,040,081	$1,989,627
2020	$656,574	$553,021	$655,854	$103,553
2019	$428,959	$473,262	$537,533	$-44,303
2018	$380,852	$328,551	$560,963	$52,301