ALZHEIMER'S SERVICES OF MARSHALL COUNTY (EIN 203181488) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

TIM SMITH

Phone

2562790053

Tax Period

2018-01-01 to 2018-12-31

ALZHEIMER'S SERVICES OF MARSHALL COUNTY, founded in 2005, is a micro nonprofit that reported $15K in total revenue in fiscal year 2018. Expenses of $35K exceeded revenue, resulting in a 137% operating deficit.

Mission

TO PROVIDE SUPPORT, INFORMATION, EDUCATION AND REFERRAL SERVICES TO ALZHEIMER'S DISEASE PATIENTS AND CAREGIVERS, AND TO ADVOCATE IMPROVED PUBLIC AWARENESS AND RESEARCH.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $13,190

Program Service Revenue $1,530

Investment Income $3

Other Revenue $0

TOTAL REVENUE $14,723

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,853

Fundraising Expenses $0

Program Expenses $34,928

Other Expenses $18,075

TOTAL EXPENSES $34,928

Year-over-Year Comparison

	2018	2017	Change
Revenue	$14,723	$14,998	0.0%
Expenses	$34,928	$26,550	+0.3%
Net Income	$-20,205	$-11,552	+0.7%

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

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
DAVID HOLMES	CHAIRMAN ELE	N/A	Officer Director	$0	$0	$0
DIANE MYERS	SECRETARY	N/A	Officer Director	$0	$0	$0
NATASHA DOUGLAS	BOARD MEMBER	N/A	Director	$0	$0	$0
KIM CROLEY	BOARD MEMBER	N/A	Director	$0	$0	$0
CATHY GAMBLE	BOARD MEMBER	N/A	Director	$0	$0	$0
JEREMIAH COFIELD	BOARD MEMBER	N/A	Director	$0	$0	$0
AMY COFIELD	BOARD MEMBER	N/A	Director	$0	$0	$0
RICKY FOWLER	BOARD MEMBER	N/A	Director	$0	$0	$0
TIM SMITH	CHAIRMAN	N/A	Officer	$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
2018	$14,723	$34,928	$25,074	$-20,205

ALZHEIMER'S SERVICES OF MARSHALL COUNTY