ANDERSEN FOUNDATION (EIN 822795105) - 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

2017

Legal Domicile

Principal Officer

JOSEPH P TOCE JR

Phone

6462135100

Tax Period

2024-01-01 to 2024-12-31

ANDERSEN FOUNDATION, founded in 2017, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.1M in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 49% operating margin.

Mission

ESTABLISHED TO ALLOW THE PEOPLE OF ANDERSEN TAX LLC TO ASSIST THE GEOGRAPHICAL COMMUNITIES SERVED.

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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 $1,916,942

Program Service Revenue $0

Investment Income $215,827

Other Revenue $0

TOTAL REVENUE $2,132,769

Expense Breakdown

Grants Paid $1,057,999

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,057,999

Other Expenses $24,064

TOTAL EXPENSES $1,082,063

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,132,769	$1,666,692	+0.3%
Expenses	$1,082,063	$1,426,307	-0.2%
Net Income	$1,050,706	$240,385	+3.4%

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
JOSEPH P TOCE JR	TRUSTEE	2.50	Director	$0	$0	$0
MICHAEL VAN DE LOO	TRUSTEE	2.50	Director	$0	$0	$0
PEPPER AUSTIN	TRUSTEE	2.50	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	$2,132,769	$1,082,063	$6,394,281	$1,050,706
2023	$1,666,692	$1,426,307	$5,342,744	$240,385
2022	$1,986,793	$1,723,035	$4,975,620	$263,758
2021	$2,908,442	$292,648	$4,955,107	$2,615,794
2020	$1,089,992	$689,036	$2,384,377	$400,956

ANDERSEN FOUNDATION