ANASAZI FOUNDATION (EIN 860673780) - 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

1988

Legal Domicile

Principal Officer

MICHAEL MERCHANT

Phone

4808927403

Tax Period

2023-01-01 to 2023-12-31

ANASAZI FOUNDATION, founded in 1988, is a community nonprofit in the Mental Health sector that reported $5.2M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $4.5M left a modest 13% surplus.

Mission

A THERAPEUTIC OUTDOOR BEHAVIORAL TREATMENT HEALTHCARE PROGRAM AND WILDERNESS REHAB FOR ADOLESCENTS.

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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 $2,539,333

Program Service Revenue $2,685,616

Investment Income $5,615

Other Revenue $-37,783

TOTAL REVENUE $5,192,781

Expense Breakdown

Grants Paid $733,630

Salaries & Benefits $2,431,609

Fundraising Expenses $141,215

Program Expenses $4,093,147

Other Expenses $1,345,755

TOTAL EXPENSES $4,510,994

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,192,781	$4,801,606	+0.1%
Expenses	$4,510,994	$5,039,042	-0.1%
Net Income	$681,787	$-237,436	-3.9%

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

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

$212,870

Total Directors

$29,073

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL MERCHANT	DIRECTOR/CHAIRMAN/PRESIDENT	12.00	Officer Director	$29,073	$0	$29,073
PAUL SMITH	CFO/SECRETARY/TREASURER	12.00	Officer Director	$0	$0	$0
STERLING TANNER	DIRECTOR	1.00	Director	$0	$0	$0
EZEKIEL SANCHEZ	DIRECTOR	3.00	Director	$0	$0	$0
LES MOORE	DIRECTOR	1.00	Director	$0	$0	$0
JON MEMMOTT	DIRECTOR	1.00	Director	$0	$0	$0
RYAN TREFFT	DIRECTOR	1.00	Director	$0	$0	$0
GAIL WILLIAMSON	DIRECTOR	1.00	Director	$0	$0	$0
SEAN SMITH	CO-EXECUTIVE DIRECTOR	40.00	Officer	$95,308	$12,366	$107,674
NATHAN MITCHELL	CO-EXECUTIVE DIRECTOR	40.00	Officer	$68,909	$7,214	$76,123
SEAN ROURKE	CHIEF DEVELOPMENT OFFICER	40.00	Highest	$100,800	$8,478	$109,278

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	$5,192,781	$4,510,994	$1,859,493	$681,787
2022	$4,801,606	$5,039,042	$1,228,278	$-237,436
2021	$5,586,018	$5,157,542	$1,519,967	$428,476
2020	$4,841,032	$5,161,017	$1,380,068	$-319,985
2019	$5,236,284	$5,208,751	$1,585,257	$27,533
2018	$4,901,302	$4,811,072	$1,485,718	$90,230

ANASAZI FOUNDATION