Annandale At Suwanee Inc (EIN 586081470) - 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

1969

Legal Domicile

Phone

7709458381

Tax Period

2024-07-01 to 2025-06-30

Annandale At Suwanee Inc, founded in 1969, is a mid-sized nonprofit in the Mental Health sector that reported $17.0M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $15.8M left a modest 7% surplus.

Mission

TO PROVIDE PROGRESSIVE LIFE ASSISTANCE TO ADULTS WITH INTELLECTUAL DISABILITIES AND AQUIRED BRAIN INJURIES.

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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 $5,782,668

Program Service Revenue $11,096,768

Investment Income $94,144

Other Revenue $8,395

TOTAL REVENUE $16,981,975

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,084,792

Fundraising Expenses $344,552

Program Expenses $13,431,548

Other Expenses $5,692,057

TOTAL EXPENSES $15,776,849

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,981,975	$14,240,951	+0.2%
Expenses	$15,776,849	$14,272,080	+0.1%
Net Income	$1,205,126	$-31,129	-39.7%

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

239

Volunteers

292

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

$648,716

Total Directors

$392,101

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Adam Pomeranz	President/Executive Director	39.0	Officer Director	$350,351	$41,750	$392,101
Bryan Benfield	Past Chair	0.8	Officer Director	$0	$0	$0
Christopher L Bear	Secretary	0.8	Officer Director	$0	$0	$0
Lisa Jackson	Vice Chair	2.7	Officer Director	$0	$0	$0
Mark A Graves	Treasurer	0.6	Officer Director	$0	$0	$0
Noah Levy	Exec Com At Large	0.5	Officer Director	$0	$0	$0
Tyler Heard	Chairman	1.0	Officer Director	$0	$0	$0
Alice Cunningham	Director	0.3	Director	$0	$0	$0
AnneMarie Scully	Director	0.6	Director	$0	$0	$0
Cheryl MacMillan	Director	0.5	Director	$0	$0	$0
Claire Gordon	Director	0.5	Director	$0	$0	$0
Justin Abernathy	Director	0.7	Director	$0	$0	$0
Kristi Cohron	Director	0.3	Director	$0	$0	$0
Pankti Desai Rogers	Director	0.5	Director	$0	$0	$0
Robert Long	Director	0.5	Director	$0	$0	$0
Robert Ponder	Emeritus	2.5	Director	$0	$0	$0
Sarah Randal Watchko	Director	0.6	Director	$0	$0	$0
Stephen Fleece	Director	0.3	Director	$0	$0	$0
Laura MacPherson	Chief Financial Officer	37.5	Officer	$230,132	$26,483	$256,615
Kayce Pearce	Chief Development Officer	40.0	Highest	$173,178	$14,233	$187,411
Michelle Mohrman	Chief Human Resources Officer	40.0	Highest	$169,574	$15,557	$185,131

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	$16,981,975	$15,776,849	$19,720,496	$1,205,126
2024	$14,240,951	$14,272,080	$18,641,645	$-31,129
2023	$16,700,962	$13,467,595	$18,201,854	$3,233,367
2022	$16,013,785	$12,523,578	$15,093,838	$3,490,207
2021	$12,065,368	$11,280,835	$11,453,664	$784,533
2020	$9,811,399	$10,761,855	$12,142,275	$-950,456
2019	$9,820,455	$10,077,703	$11,767,560	$-257,248
2018	$9,063,658	$9,277,354	$12,216,453	$-213,696

Annandale At Suwanee Inc