ANDERSON DONOR ADVISED CHARITABLE FUND (EIN 872542019) - 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

A T MATHIS

Phone

8889692677

Tax Period

2023-01-01 to 2023-12-31

ANDERSON DONOR ADVISED CHARITABLE FUND, founded in 2021, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.0M in total revenue in fiscal year 2023. Revenue surged 396% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.8M, a strong 46% operating margin.

Mission

TO ENCOURAGE PHILANTHROPY & CHARITABLE GIVING AND TO MAKE GRANTS TO OTHER PUBLIC CHARITIES.

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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 $3,988,878

Program Service Revenue $0

Investment Income $1,931

Other Revenue $0

TOTAL REVENUE $3,990,809

Expense Breakdown

Grants Paid $2,154,639

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,154,639

Other Expenses $0

TOTAL EXPENSES $2,154,639

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,990,809	$805,000	+4.0%
Expenses	$2,154,639	$100,000	+20.5%
Net Income	$1,836,170	$705,000	+1.6%

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

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
A T MATHIS	PRESIDENT, TREASURER, DIRE	1.00	Officer Director	$0	$0	$0
KARIM HANAFY	SECRETARY, DIRECTOR	1.00	Officer Director	$0	$0	$0
CLINT COONS	DIRECTOR	1.00	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	No data	No data	No data	No data
2023	$3,990,809	$2,154,639	$2,541,170	$1,836,170
2022	$805,000	$100,000	$705,000	$705,000

ANDERSON DONOR ADVISED CHARITABLE FUND