RICK SHARP ALZ FOUNDATION (EIN 464438822) - 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

JAMES P KARIDES CPA

Phone

8046013090

Tax Period

2024-01-01 to 2024-12-31

RICK SHARP ALZ FOUNDATION, founded in 2013, is a small nonprofit in the Diseases & Disorders sector that reported $862K in total revenue in fiscal year 2018. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $265K, a strong 31% operating margin.

Mission

The Foundation was founded by Sherry Sharp for the purpose of ending Alzheimer's disease and related cognitive diseases by inspiring collaboration for research and fund raising. The Foundation is named after Mrs. Sharp's late husband, Richard L. Sharp, who died from a rare form of Alzheimer's in June 2014.

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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 (2024)

Revenue Breakdown

Contributions & Grants $436,585

Program Service Revenue $0

Investment Income $87,295

Other Revenue $-38,717

TOTAL REVENUE $485,163

Expense Breakdown

Grants Paid $400,000

Salaries & Benefits $0

Fundraising Expenses $95,530

Program Expenses $400,000

Other Expenses $109,544

TOTAL EXPENSES $567,544

Year-over-Year Comparison

	2024	2023	Change
Revenue	$485,163	$532,206	-0.1%
Expenses	$567,544	$604,214	-0.1%
Net Income	$-82,381	$-72,008	+0.1%

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

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
SHERRY A SHARP	President	3.00	Officer Director	$0	$0	$0
WILLIAM GIFF BREED	Director	1.00	Director	$0	$0	$0
RICHARD S BIRNBAUM	Director	10.00	Director	$0	$0	$0
W STEPHEN CANNON	Director	1.00	Director	$0	$0	$0
J RAND BAGGESEN MD	Director	1.00	Director	$0	$0	$0
W JEFFERSON O'FLAHERTY	Director	1.00	Director	$0	$0	$0
JAMES P KARIDES CPA	SECTY/TREAS	5.00	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
2024	$485,163	$567,544	$1,098,168	$-82,381
2023	$532,206	$604,214	$1,221,951	$-72,008
2022	$888,776	$654,513	$1,326,199	$234,263
2021	$702,010	$596,221	$1,126,907	$105,789
2020	$857,649	$527,937	$1,020,892	$329,712
2019	$1,016,898	$587,060	$707,698	$429,838
2018	$861,558	$596,434	$296,654	$265,124

RICK SHARP ALZ FOUNDATION