Anchorage York Rite Foundation Inc (EIN 920096311) - 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

1984

Legal Domicile

Principal Officer

Dale S Cain

Phone

9072748051

Tax Period

2024-01-01 to 2024-12-31

Anchorage York Rite Foundation Inc, founded in 1984, is a small nonprofit in the Medical Research sector that reported $102K in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $89K left a modest 13% surplus.

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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 $2,063

Program Service Revenue $0

Investment Income $126,164

Other Revenue $-26,008

TOTAL REVENUE $102,219

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,680

Fundraising Expenses $0

Program Expenses $63,798

Other Expenses $82,957

TOTAL EXPENSES $88,637

Year-over-Year Comparison

	2024	2023	Change
Revenue	$102,219	$157,374	-0.4%
Expenses	$88,637	$139,967	-0.4%
Net Income	$13,582	$17,407	-0.2%

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

$5,680

Total Directors

$5,680

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Dennis N Oakland	SecretaryTreasurer	Officer Director	$5,680	$0	$5,680
David A Hunt	Director	Director	$0	$0	$0
Johnnie L Wallace	Director	Director	$0	$0	$0
Dale S Cain	President	Officer Director	$0	$0	$0
Charles Ward IV	Vice President	Officer Director	$0	$0	$0
Bruce W Kling	Vice President	Officer 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	$102,219	$88,637	$1,884,093	$13,582
2023	$157,374	$139,967	$1,911,807	$17,407
2022	$50,859	$128,696	$1,810,379	$-77,837
2021	$95,719	$124,038	$2,023,621	$-28,319
2020	$113,601	$127,774	$2,050,940	$-14,173
2019	$150,999	$140,709	$2,063,613	$10,290
2018	$-888	$129,799	$2,053,323	$-130,687

Anchorage York Rite Foundation Inc