ANCHORAGE BAR ASSOCIATION INC (EIN 920060167) - 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

1976

Legal Domicile

Principal Officer

JOE LEVESQUE

Phone

9072773333

Tax Period

2023-01-01 to 2023-12-31

ANCHORAGE BAR ASSOCIATION INC, founded in 1976, is a micro nonprofit that reported $84K in total revenue in fiscal year 2023. Revenue surged 59% from the prior year, signaling strong growth momentum. Net assets of $507K represent 72 months of operating reserves.

Mission

THE ANCHORAGE BAR ASSOCIATION SERVES THE LEGAL PROFESSION BY FOSTERING PUBLIC RESPECT FOR AND TRUST IN THE MEMBERS OF THE LEGAL PROFESSION, ENCOURAGING COLLEGIALITY AND LIFELONG LEARNING AMONG ITS MEMBERS, AND PROMOTING EQUAL ACCESS TO JUSTICE FOR ALL PERSONS.

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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 $33,495

Program Service Revenue $785

Investment Income $4,246

Other Revenue $45,770

TOTAL REVENUE $84,296

Expense Breakdown

Grants Paid $1,500

Salaries & Benefits $0

Fundraising Expenses $1,120

Other Expenses $83,972

TOTAL EXPENSES $85,472

Year-over-Year Comparison

	2023	2022	Change
Revenue	$84,296	$53,063	+0.6%
Expenses	$85,472	$59,700	+0.4%
Net Income	$-1,176	$-6,637	-0.8%

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

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
ANNE HELZER	DIRECTOR	N/A	Director	$0	$0	$0
ANTHONY BANKER	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
CHERYL MCKAY	DIRECTOR	N/A	Director	$0	$0	$0
COLLEEN KNIX	DIRECTOR	N/A	Director	$0	$0	$0
GEORGE CRUICKSHANK	DIRECTOR	N/A	Director	$0	$0	$0
JOE LEVESQUE	PRESIDENT	N/A	Officer Director	$0	$0	$0
LEONARD ANDERSON	SECRETARY	N/A	Officer Director	$0	$0	$0
LOREN HILDEBRANDT	DIRECTOR	N/A	Director	$0	$0	$0
LYNN ALLINGHAM	DIRECTOR	N/A	Director	$0	$0	$0
MARYANN FOLEY	DIRECTOR	N/A	Director	$0	$0	$0
MATT WIDMER	DIRECTOR	N/A	Director	$0	$0	$0
RYAN FORTSON	TREASURER	N/A	Officer Director	$0	$0	$0
RYAN ROLEY	DIRECTOR	N/A	Director	$0	$0	$0
SUSAN LINDQUIST	DIRECTOR	N/A	Director	$0	$0	$0
MORGAN WHITE	DIRECTOR	N/A	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	$84,296	$85,472	$506,686	$-1,176
2022	$53,063	$59,700	$566,221	$-6,637
2021	$75,260	$30,677	$674,921	$44,583
2020	$34,374	$35,192	$589,184	$-818
2019	$85,431	$92,431	$544,450	$-7,000

ANCHORAGE BAR ASSOCIATION INC