Alameda Family Services Inc (EIN 237088243) - 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

1970

Legal Domicile

Principal Officer

Katherine Schwartz

Phone

5106296300

Tax Period

2024-07-01 to 2025-06-30

Alameda Family Services Inc, founded in 1970, is a mid-sized nonprofit in the Human Services sector that reported $11.7M in total revenue in fiscal year 2024.

Mission

Nonprofit human services organization active in the City of Alameda and the East Bay whose mission is to improve the emotional, psychological, and physical health of children, youth, and their families.

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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 $11,579,101

Program Service Revenue $24,152

Investment Income $40,756

Other Revenue $23,773

TOTAL REVENUE $11,667,782

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,159,021

Fundraising Expenses $0

Program Expenses $11,439,837

Other Expenses $2,451,952

TOTAL EXPENSES $11,610,973

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,667,782	$11,811,014	0.0%
Expenses	$11,610,973	$11,457,995	+0.0%
Net Income	$56,809	$353,019	-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

234

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

$333,401

Total Directors

$846,309

Key Employees

$185,972

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Katherine Schwartz	Executive Director	040.00	Officer Director Key Emp Highest	$185,972	$0	$185,972
Jennifer Wu	Program Director	040.00	Director	$148,245	$0	$148,245
Lynne Moore-Kerr	Program Director	040.00	Officer Director	$147,429	$0	$147,429
Karen Zeltzer	Program Director	040.00	Director	$132,793	$0	$132,793
Kyle Sinkoff	Program Director	040.00	Director	$130,200	$0	$130,200
Janet Briggs	CFO	040.00	Director	$101,670	$0	$101,670
Jono Soglin	President	001.00	Officer Director	$0	$0	$0
Thomasina Woida	Vice-President	001.00	Officer Director	$0	$0	$0
Ingrid Castro-Rodrigues	Secretary	001.00	Officer Director	$0	$0	$0
Michael Essien	Treasurer	001.00	Officer Director	$0	$0	$0
Susan Hauser	Member	001.00	Director	$0	$0	$0
Sandy Hobson	Member	001.00	Director	$0	$0	$0
Linda Lyons	Member	001.00	Director	$0	$0	$0
Cecelia Martinez-Sandoval	Member	001.00	Director	$0	$0	$0
Scott Means	Member	001.00	Director	$0	$0	$0
Sarah Oddie	Member	001.00	Director	$0	$0	$0
Samantha Soogian	Member	001.00	Director	$0	$0	$0
Damien Rigby	Member	001.00	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
2025	$11,667,782	$11,610,973	$6,066,260	$56,809
2024	No data	No data	No data	No data
2023	$9,567,735	$9,401,265	$3,638,770	$166,470
2022	$8,164,522	$7,915,247	$2,810,093	$249,275
2021	$7,276,034	$7,263,412	$2,548,798	$12,622
2020	$6,226,576	$6,364,578	$3,054,132	$-138,002
2019	$6,126,612	$6,019,683	$2,555,814	$106,929
2018	$5,893,504	$5,711,822	$4,024,818	$181,682

Alameda Family Services Inc