ANCHOR MENTAL HEALTH ASSOCIATION INC (EIN 520824835) - 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

1946

Legal Domicile

Phone

2027724300

Tax Period

2024-07-01 to 2025-06-30

ANCHOR MENTAL HEALTH ASSOCIATION INC, founded in 1946, is a community nonprofit in the Mental Health sector that reported $9.6M in total revenue in fiscal year 2024. Expenses of $10.6M exceeded revenue, resulting in a 11% operating deficit.

Mission

ANCHOR MENTAL HEALTH ASSOCIATION, INC. PROVIDES SOCIAL, EDUCATIONAL, VOCATIONAL, AND RESIDENTIAL SERVICES TO MENTALLY AND EMOTIONALLY DISABLED ADULTS IN THE WASHINGTON AREA.

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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 $4,242,082

Program Service Revenue $4,158,285

Investment Income $4,714

Other Revenue $1,160,723

TOTAL REVENUE $9,565,804

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,552,427

Fundraising Expenses $0

Program Expenses $9,649,996

Other Expenses $3,067,478

TOTAL EXPENSES $10,619,905

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,565,804	$9,176,389	+0.0%
Expenses	$10,619,905	$11,443,780	-0.1%
Net Income	$-1,054,101	$-2,267,391	-0.5%

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

102

Volunteers

104

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

$1,421,745

Total Directors

Key Employees

$245,250

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mr Bishop Evelio Menjivar-Ayala	Director	0.3	Director	$0	$0	$0
Mr Clark Pastrick	Director	0.3	Director	$0	$0	$0
Mr Dave DiLuigi	Chairman	0.3	Director	$0	$0	$0
Mr Eddie Quinn	Director as of 7/1/24	0.3	Director	$0	$0	$0
Mr Geoff Gonella	Director	0.3	Director	$0	$0	$0
Mr Gregory Proctor	Director	0.3	Director	$0	$0	$0
Mr John Shooshan	Director	0.3	Director	$0	$0	$0
Mr John Veihmeyer	Chair-Emeritus	0.3	Director	$0	$0	$0
Mr Mark Lee	Director	0.3	Director	$0	$0	$0
Mr Michael Williams	Director	0.3	Director	$0	$0	$0
Ms Caitlin Chalke	Vice Chairman	0.3	Director	$0	$0	$0
Ms Elizabeth Hewlett	Director	0.3	Director	$0	$0	$0
Ms Elizabeth Meers	Director	0.3	Director	$0	$0	$0
Ms Kristen Hohman	Director as of 7/1/24	0.3	Director	$0	$0	$0
Ms Stefanie Morgan-Davis	Director	0.3	Director	$0	$0	$0
Mr James J Malloy	President & CEO	2.7	Officer	$0	$32,515	$438,053
Mr Patrick Dunne	Chief Operating Officer	2.7	Officer	$0	$30,624	$361,142
Ms Elizabeth R Gorman	Chief Development Officer	2.7	Officer	$0	$15,725	$205,535
Ms Joan Fowler-Brown	Chief of Staff	2.7	Officer	$0	$47,752	$182,002
Ms Mary Jane Morrow	Chief Financial Officer	2.7	Officer	$0	$26,463	$235,013
Ms Denise A Capaci	Deputy Chief Operating Officer	7.0	Key Emp	$0	$47,474	$245,250
Mr Jarlath Finn	Executive Director - IT	3.6	Highest	$0	$54,069	$209,704
Mr Reginald Gregory	Exec. Director of Finance/Controller	3.6	Highest	$0	$44,224	$225,862
Mr Sean Wood	Deputy Director - Development	3.6	Highest	$0	$23,452	$190,145
Ms Andrea Aleman	Director/Assistant Controller	3.6	Highest	$0	$24,098	$167,545
Ms Michele A Sparks	Chief Human Resources Officer	3.6	Highest	$0	$34,414	$214,063

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	$9,565,804	$10,619,905	$6,376,817	$-1,054,101
2024	No data	No data	No data	No data
2023	$7,133,318	$11,071,834	$6,750,923	$-3,938,516
2022	$8,527,458	$12,068,089	$6,357,621	$-3,540,631
2021	$9,088,133	$13,024,067	$7,600,138	$-3,935,934
2020	$10,728,436	$14,301,410	$7,495,928	$-3,572,974
2019	$13,105,770	$14,217,968	$7,423,386	$-1,112,198
2018	$13,261,169	$14,678,377	$7,781,688	$-1,417,208

ANCHOR MENTAL HEALTH ASSOCIATION INC