BAY AREA LYME FOUNDATION (EIN 453715012) - 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

2011

Legal Domicile

Principal Officer

LAURE WOODS PRES DIRECTOR

Phone

6505302439

Tax Period

2023-01-01 to 2023-12-31

BAY AREA LYME FOUNDATION, founded in 2011, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.0M in total revenue in fiscal year 2023. Revenue fell 36% from the prior year — a significant decline worth monitoring. Expenses of $2.5M exceeded revenue, resulting in a 24% operating deficit.

Mission

TO ACCELERATE DEVELOPMENT OF RELIABLE DIAGNOSTIC TOOLS FOR LYME DISEASE & A CURE FOR LATE STAGE LYME THROUGH FUNDING INNOVATIVE RESEARCH; FOSTER PREVENTION THROUGH EDUCATION

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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 $1,897,198

Program Service Revenue $0

Investment Income $46,776

Other Revenue $52,526

TOTAL REVENUE $1,996,500

Expense Breakdown

Grants Paid $1,719,806

Salaries & Benefits $265,977

Fundraising Expenses $4,611

Program Expenses $2,095,634

Other Expenses $486,929

TOTAL EXPENSES $2,472,712

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,996,500	$3,112,927	-0.4%
Expenses	$2,472,712	$3,733,559	-0.3%
Net Income	$-476,212	$-620,632	-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

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

$259,029

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA GIAMPA	EXECUTIVE DIRECTOR/SECRETARY	19.39	Officer	$249,150	$9,879	$259,029
DIANNE BARNEY	CONTROLLER	10.0	Highest	$117,423	$8,784	$126,207
LAURE WOODS	PRESIDENT, BOARD OF DIRECTOR	2.0	Officer Director	$0	$0	$0
BONNIE CRATER	TREASURER, BOARD	2.26	Officer Director	$0	$0	$0
SUSAN STREHLOW	DIRECTOR	1.0	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	No data	No data	No data	No data
2023	$1,996,500	$2,472,712	$2,438,561	$-476,212
2022	$3,112,927	$3,733,559	$2,238,720	$-620,632
2021	$3,398,677	$3,813,182	$3,298,993	$-414,505
2020	$2,475,336	$2,044,264	$3,051,201	$431,072
2019	$1,692,333	$2,809,783	$2,273,317	$-1,117,450
2018	$2,079,843	$1,587,036	$2,536,349	$492,807

BAY AREA LYME FOUNDATION