FRIENDS OF ANAHUAC REFUGE

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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

1996

Legal Domicile

Principal Officer

JAMES BOLT

Phone

4092673080

Tax Period

2018-01-01 to 2018-12-31

FRIENDS OF ANAHUAC REFUGE, founded in 1996, is a micro nonprofit in the Animal-Related sector that reported $61K in total revenue in fiscal year 2018. Revenue decreased 16% compared to the prior year. Expenses of $157K exceeded revenue, resulting in a 160% operating deficit.

Mission

TO SUPPORT, PRESERVE, PROMOTE, AND ENHANCE THE WILDLIFE REFUGE FOR RECREATIONAL, EDUCATIONAL, AND SCIENTIFIC RESEARCH PURPOSES.

Program Service Accomplishments

Program 1

Expenses: $106,184

TO SUPPORT, PRESERVE, PROMOTE, AND ENHANCE THE WILDLIFE REFUGE FOR RECREATIONAL, EDUCATIONAL, AND SCIENTIFIC RESEARCH PURPOSES.

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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 (2018)

Revenue Breakdown

Contributions & Grants $32,371

Program Service Revenue $0

Investment Income $98

Other Revenue $28,074

TOTAL REVENUE $60,543

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $106,184

Other Expenses $157,299

TOTAL EXPENSES $157,299

Year-over-Year Comparison

	2018	2017	Change
Revenue	$60,543	$72,196	-0.2%
Expenses	$157,299	$58,106	+1.7%
Net Income	$-96,756	$14,090	-7.9%

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

N/A

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
LINDA ANN JACKSON	DIRECTOR	2.00	Director	$0	$0	$0
NORMAN WELSH	DIRECTOR	2.00	Director	$0	$0	$0
CHUCK DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
GENE CAMPBELL	DIRECTOR	2.00	Director	$0	$0	$0
ROSE BOLT	PRESIDENT	5.00	Officer	$0	$0	$0
DAVID HANSON	VICE PRESIDENT	15.00	Officer	$0	$0	$0
DAVID SARKOZI	SECRETARY	3.00	Officer	$0	$0	$0
JAMES BOLT	TREASURER	3.00	Officer	$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
2018	$60,543	$157,299	$235,449	$-96,756