HISTORIC DOWNTOWN ANACORTES ASSOCIATION (EIN 872117931) - 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

2021

Legal Domicile

Principal Officer

Ward MacKenzie

Phone

3602075770

Tax Period

2025-01-01 to 2025-12-31

HISTORIC DOWNTOWN ANACORTES ASSOCIATION, founded in 2021, is a small nonprofit in the Community Improvement sector that reported $227K in total revenue in fiscal year 2025. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $62K, a strong 27% operating margin.

Mission

To cultivate a vibrant, thriving downtown district.

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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 (2025)

Revenue Breakdown

Contributions & Grants $227,395

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $227,395

Expense Breakdown

Grants Paid $0

Salaries & Benefits $97,112

Fundraising Expenses $0

Program Expenses $0

Other Expenses $68,025

TOTAL EXPENSES $165,137

Year-over-Year Comparison

	2025	2024	Change
Revenue	$227,395	$168,024	+0.4%
Expenses	$165,137	$73,729	+1.2%
Net Income	$62,258	$94,295	-0.3%

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

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
Ward MacKenzie	Chair	10.00	Officer	$0	$0	$0
Christina MacKenzie	Director	10.00	Director	$0	$0	$0
Glenn Szerlong	Treasurer	5.00	Officer	$0	$0	$0
Lor Maul	Director	5.00	Director	$0	$0	$0
Eli Barrett	Director	5.00	Director	$0	$0	$0
William Gartz	Director	5.00	Director	$0	$0	$0
Laurie Gere	Director	5.00	Director	$0	$0	$0
RickStarr	Director	5.00	Director	$0	$0	$0
Jordan Hay	Executive Director	40.00	Highest	$67,500	$0	$67,500
Jennifer Juckett	Director	5.00	Director	$0	$0	$0
Paelle Powell	Volunteer Coordinator	20.00	Highest	$14,700	$0	$14,700

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	$227,395	$165,137	$202,638	$62,258

HISTORIC DOWNTOWN ANACORTES ASSOCIATION