Alzheimers Research Association (EIN 465365726) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Principal Officer

Sandra J Lucido

Phone

8662748148

Tax Period

2024-01-01 to 2024-12-31

Alzheimers Research Association, founded in 2014, is a micro nonprofit in the Diseases & Disorders sector that reported $57K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $51K left a modest 9% surplus.

Mission

Organized exclusively for charitable, religious, educational, and scientific purposes, including for such purposes, the making ofdistributions to oganizations that qualify as exempt organizations under 501(c)(3) of the Internal Revenue Service Code.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $45,263

Program Service Revenue $0

Investment Income $11,317

Other Revenue $0

TOTAL REVENUE $56,580

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $51,231

Other Expenses $46,231

TOTAL EXPENSES $51,231

Year-over-Year Comparison

	2024	2023	Change
Revenue	$56,580	$45,444	+0.2%
Expenses	$51,231	$43,611	+0.2%
Net Income	$5,349	$1,833	+1.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Nanci Waterworth	Director	1.00	Director	$0	$0	$0
Roger Peterson	Director	30.00	Director	$0	$0	$0
Julie Clifton	Director	0.00	Director	$0	$0	$0
Sandra J Lucido	CEO	30.00	Officer Key Emp	$0	$0	$0
Joseph Lucido	Vice President	1.00	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	$56,580	$51,231	$354,568	$5,349
2022	$35,773	$56,443	$347,386	$-20,670
2021	$90,127	$90,129	$368,056	$-2
2020	$311,804	$49,253	$368,058	$262,551
2019	$28,894	$15,080	$103,059	$13,814
2018	$82,956	$11,010	$88,581	$71,946

Alzheimers Research Association