ANCHORUM HEALTH FOUNDATION

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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

JERRY JONES

Phone

5059839792

Tax Period

2022-07-01 to 2023-06-30

ANCHORUM HEALTH FOUNDATION, founded in 2021, is a small nonprofit in the Health Care sector that reported $635K in total revenue in fiscal year 2022. Expenses of $566K left a modest 11% surplus.

Mission

TO EXPAND HEALTHCARE ACCESS AND IMPROVE HEALTH OUTCOMES IN NEW MEXICO.

Program Service Accomplishments

Program 1

Expenses: $180,733

ANCHORUM HEALTH FOUNDATION PROVIDES GRANT FUNDING TO NONPROFITS ACROSS THE REGION WORKING TO PROMOTE HEALTH FOR THE BENEFIT OF THE COMMUNITY. THE FOUNDATION ALSO MAKES IMPACT INVESTMENTS DESIGNED TO ALLEVIATE BARRIERS TO HEALTHCARE ACCESS FOR POPULATIONS BURDENED BY LIMITED INCOME, LACK OF RESOURCES, AND COMMUNITY CHALLENGES. THE FOUNDATION IS IN ITS START-UP PHASE, AND PLANS TO BEGIN ITS GRANTMAKING IN THE FIRST QUARTER OF 2024.

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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 (2022)

Revenue Breakdown

Contributions & Grants $635,000

Program Service Revenue $0

Investment Income $286

Other Revenue $0

TOTAL REVENUE $635,286

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $180,733

Other Expenses $565,514

TOTAL EXPENSES $565,514

Year-over-Year Comparison

	2022	2021	Change
Revenue	$635,286	N/A	N/A
Expenses	$565,514	N/A	N/A
Net Income	$69,772	$0	N/A

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

$827,954

Total Directors

$527,785

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAYURI YAMADA	DIRECTOR AND CHAIR	2.00	Director	$0	$0	$0
WENDY TREVISANI	DIRECTOR AND VICE CHAIR	2.00	Director	$0	$0	$0
JERRY JONES	DIRECTOR AND PRESIDENT	10.00	Officer Director	$0	$70,946	$527,785
JENNIFER CRYSLER	CFO/CORPORATE TREASURER	10.00	Officer	$0	$40,424	$193,488
LISA ESTRADA	CORPORATE SECRETARY	2.00	Officer	$0	$27,356	$106,681

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$635,286	$565,514	$106,354	$69,772