ANCHOR IMPACT FUND INC (EIN 920762483) - 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

2022

Legal Domicile

Principal Officer

D'JUAN EPPS

Phone

6155256894

Tax Period

2023-01-01 to 2023-12-31

ANCHOR IMPACT FUND INC, founded in 2022, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.2M in total revenue in fiscal year 2023. Revenue surged 366% from the prior year, signaling strong growth momentum. The organization ran a surplus of $526K, a strong 24% operating margin.

Mission

PROMOTE COMMUNITY ENGAGEMENT AND STRENGTHEN LOCAL COMMUNITY CHARITABLE ORGANIZATIONS AND INITIATIVES.

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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 $2,230,686

Program Service Revenue $0

Investment Income $-3,753

Other Revenue $0

TOTAL REVENUE $2,226,933

Expense Breakdown

Grants Paid $1,269,150

Salaries & Benefits $267,599

Fundraising Expenses $90,305

Program Expenses $1,459,476

Other Expenses $164,159

TOTAL EXPENSES $1,700,908

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,226,933	$477,506	+3.7%
Expenses	$1,700,908	$83,514	+19.4%
Net Income	$526,025	$393,992	+0.3%

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

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

$253,983

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOB CALTON	PRESIDENT	5.00	Officer Director	$0	$0	$0
WILLIAM HAWKINS	TREASURER	2.00	Officer Director	$0	$0	$0
CHRISTOPHER WHITSON	SECRETARY	2.00	Officer Director	$0	$0	$0
D'JUAN EPPS	EXECUTIVE DIRECTOR	40.00	Officer	$253,983	$0	$253,983

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	$2,226,933	$1,700,908	$922,134	$526,025
2022	$477,506	$83,514	$429,928	$393,992

ANCHOR IMPACT FUND INC