ALZHEIMERS EDUCATION RESOURCES AND SERVICES INC (EIN 463585772) - 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

2013

Legal Domicile

Principal Officer

GAYLE BOSWELL

Phone

3347828324

Tax Period

2023-07-01 to 2024-06-30

ALZHEIMERS EDUCATION RESOURCES AND SERVICES INC, founded in 2013, is a small nonprofit in the Diseases & Disorders sector that reported $648K in total revenue in fiscal year 2018. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $625K left a modest 4% surplus.

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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 (2023)

Revenue Breakdown

Contributions & Grants $10,703

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $10,703

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $23,258

Other Expenses $23,258

TOTAL EXPENSES $23,258

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,703	$9,100	+0.2%
Expenses	$23,258	$215,933	-0.9%
Net Income	$-12,555	$-206,833	-0.9%

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

N/A

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
HEATHER FREESE	PRESIDENT	0.00	Officer Director	$0	$0	$0
ANN ROGERS MCBRIDE	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
GAYLE BOSWELL	ADMINISTRATOR	0.00	Officer Director	$0	$0	$0
DR PAUL BROWN	DIRECTOR	0.00	Director	$0	$0	$0
SAYGE GRUBBS	DIRECTOR	0.00	Director	$0	$0	$0
TRACEY PATILLO	DIRECTOR	0.00	Director	$0	$0	$0
NANCY MCCLAIN	EDUCATION DIRECTOR	0.00	Director	$0	$0	$0
DR JOEL BOLEN	EX-OFFICIO MEMBER	0.00	Director	$0	$0	$0
DERRICK CUNNINGHAM	EX-OFFICIO MEMBER	0.00	Director	$0	$0	$0
DONNA HUGHES	DIRECTOR	0.00	Director	$0	$0	$0
DEBRA ROBINSON	DIRECTOR	N/A	Director	$0	$0	$0
KRISTIE WATT	DIRECTOR	N/A	Director	$0	$0	$0
ADELLE HUTCHINS	DIRECTOR	N/A	Director	$0	$0	$0
VERONICA MCKENZIE	DIRECTOR	N/A	Director	$0	$0	$0
BARBARA GASTON	DIRECTOR	N/A	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	$10,703	$23,258	$12,504	$-12,555
2023	$9,100	$215,933	$20,994	$-206,833
2022	$230,592	$141,263	$226,253	$89,329
2021	$15,515	$164,980	$152,897	$-149,465
2020	$511,234	$496,742	$303,420	$14,492
2019	$647,697	$624,760	$288,929	$22,937

ALZHEIMERS EDUCATION RESOURCES AND SERVICES INC