ALEGRIA COMMUNITY LIVING (EIN 203057657) - 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

2005

Legal Domicile

Principal Officer

CLAUDIA SILVA

Phone

5102878488

Tax Period

2024-07-01 to 2025-06-30

ALEGRIA COMMUNITY LIVING, founded in 2005, is a mid-sized nonprofit in the Human Services sector that reported $11.4M in total revenue in fiscal year 2024. Expenses of $11.0M left a modest 4% surplus.

Mission

TO CREATE AND SUSTAIN HIGH-QUALITY COMMUNITY LIVING SERVICES AND SUPPORTS WHICH ARE STABLE, SECURE, AND LASTING FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES.

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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 $11,443,788

Program Service Revenue $0

Investment Income $0

Other Revenue $6,158

TOTAL REVENUE $11,449,946

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,160,554

Fundraising Expenses $0

Program Expenses $10,022,444

Other Expenses $2,858,981

TOTAL EXPENSES $11,019,535

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,449,946	$10,620,114	+0.1%
Expenses	$11,019,535	$11,929,494	-0.1%
Net Income	$430,411	$-1,309,380	-1.3%

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

148

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

$192,788

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SANDY PIMPERTON	PRESIDENT	1.00	Officer Director	$0	$0	$0
CAROLINE SMITH	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KEEGAN LUCCHESI	TREASURER	1.00	Officer Director	$0	$0	$0
TONY SERPA	SECRETARY	1.00	Officer Director	$0	$0	$0
DIANA JORGENSEN	MEMBER	1.00	Director	$0	$0	$0
TERRI MELNICK	MEMBER	1.00	Director	$0	$0	$0
VIRGINIA OROZCO	MEMBER	1.00	Director	$0	$0	$0
JENNIFER STENEBERG	MEMBER	1.00	Director	$0	$0	$0
KAREN TOTO	EXECUTOR DIRECTOR (THRU 05/25)	40.00	Officer	$179,254	$13,534	$192,788
CLAUDIA SILVA	EXECUTOR DIRECTOR (FROM 04/25)	40.00	Officer	$0	$0	$0
SALVADOR SUYAT	DIRECT CARE PERSON	40.00	Highest	$130,946	$15,910	$146,856
ASHTON PAUL	NURSING MANAGER	40.00	Highest	$120,442	$13,530	$133,972
BRANISLA RISTIC-GONZALES	HR DIRECTOR	40.00	Highest	$120,442	$9,824	$130,266
DAX OLVIDO	LEAD STAFF SAND	40.00	Highest	$107,879	$13,023	$120,902
SOFIA HOUSER	DIRECT CARE PERSON	40.00	Highest	$101,879	$16,865	$118,744

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	$11,449,946	$11,019,535	$3,961,408	$430,411
2024	No data	No data	No data	No data
2023	$10,417,874	$10,172,385	$4,966,081	$245,489
2022	$9,462,078	$9,168,999	$3,753,058	$293,079
2021	$9,380,022	$8,673,067	$3,406,850	$706,955
2020	$8,616,768	$8,046,203	$2,596,563	$570,565
2019	$8,123,354	$7,640,696	$2,029,637	$482,658
2018	$7,249,989	$7,002,478	$1,590,141	$247,511

ALEGRIA COMMUNITY LIVING