ANCHOR DOWN OWNERS ASSOCIATION INC

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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

1997

Legal Domicile

Principal Officer

LIA MOGLE

Phone

6197490725

Tax Period

2024-01-01 to 2024-12-31

ANCHOR DOWN OWNERS ASSOCIATION INC, founded in 1997, is a small nonprofit in the Housing & Shelter sector that reported $567K in total revenue in fiscal year 2024.

Mission

TO PROVIDE SOCIAL SERVICES AND PROPERTY MANAGEMENT FOR SENIOR CITIZENS AND MEMBERS OF THE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $440,126 Revenue: $565,300

TO PROVIDE SERVICES AND COMMON AREA AMENTIES FOR THE RESIDENTS OF THE 68 RESIDENTIAL LOTS WITHIN THE ASSOCIATED PROPERTY.

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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 $0

Program Service Revenue $565,300

Investment Income $1,824

Other Revenue $0

TOTAL REVENUE $567,124

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $440,126

Other Expenses $570,359

TOTAL EXPENSES $570,359

Year-over-Year Comparison

	2024	2023	Change
Revenue	$567,124	$525,338	+0.1%
Expenses	$570,359	$596,981	0.0%
Net Income	$-3,235	$-71,643	-1.0%

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
NANCY WILSON	President	1.00	Officer Director	$0	$0	$0
VIVIENNE LAUTZ	Vice President	1.00	Officer Director	$0	$0	$0
JANE POULSON	Sec/Treas	1.00	Officer Director	$0	$0	$0
PAUL MAPLE	Director	1.00	Director	$0	$0	$0
SHARON LIZOTTE	Director	1.00	Director	$0	$0	$0
CAROLYN ESPARZA	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	$567,124	$570,359	$3,648,867	$-3,235
2023	$525,338	$596,981	$3,612,062	$-71,643
2022	$650,017	$674,539	$3,817,046	$-24,522
2021	$637,734	$629,597	$3,845,138	$8,137
2020	$667,245	$620,307	$3,833,714	$46,938
2019	$609,251	$661,560	$3,814,300	$-52,309
2018	$582,271	$726,598	$3,878,181	$-144,327