ALZHEIMER'S SAN DIEGO (EIN 475534541) - 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

2015

Legal Domicile

Principal Officer

EUGENIA WELCH

Phone

8584924400

Tax Period

2024-07-01 to 2025-06-30

ALZHEIMER'S SAN DIEGO, founded in 2015, is a community nonprofit in the Medical Research sector that reported $3.7M in total revenue in fiscal year 2024. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $3.5M left a modest 5% surplus.

Mission

TO ENHANCE THE QUALITY OF LIFE OF THOSE AFFECTED BY ALL DEMENTIAS IN SAN DIEGO COUNTY.

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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 $3,495,585

Program Service Revenue $0

Investment Income $217,485

Other Revenue $-23,225

TOTAL REVENUE $3,689,845

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,640,302

Fundraising Expenses $783,929

Program Expenses $2,623,906

Other Expenses $870,720

TOTAL EXPENSES $3,511,022

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,689,845	$6,608,471	-0.4%
Expenses	$3,511,022	$3,402,684	+0.0%
Net Income	$178,823	$3,205,787	-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

Volunteers

407

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

$202,972

Total Directors

$202,972

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARLO CECCHETTO	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
DERRICK WALSH	TREASURER	5.00	Officer Director	$0	$0	$0
EUGENIA WELCH	PRESIDENT/CEO	40.00	Officer Director	$195,624	$7,348	$202,972
TASNEEM VAKHARIA	VICE CHAIR	5.00	Officer Director	$0	$0	$0
KAY FAULCONER-BOGER	SECRETARY	5.00	Officer Director	$0	$0	$0
MARC LIBERMAN	DIRECTOR	2.50	Director	$0	$0	$0
KIMBERLY MENDOZA	DIRECTOR	2.50	Director	$0	$0	$0
DR DOUGLAS GALASKO MD	DIRECTOR	2.50	Director	$0	$0	$0
CAPT NATHAN ROWLEY	DIRECTOR	2.50	Director	$0	$0	$0
PAUL LOSKA	DIRECTOR	2.50	Director	$0	$0	$0
HEATHER HERNANDEZ	DIRECTOR	2.50	Director	$0	$0	$0
INEZ THOMAS	DIRECTOR	2.50	Director	$0	$0	$0
SCOTT DRURY	DIRECTOR	2.50	Director	$0	$0	$0
RANDI KOLENDER-HOCK	DIRECTOR	2.50	Director	$0	$0	$0
KATRINA DELEON MD	DIRECTOR	2.50	Director	$0	$0	$0
PARINA PARIKH	DIRECTOR	2.50	Director	$0	$0	$0
JENN JETT	MEMBER AT LARGE	2.50	Director	$0	$0	$0
JASON EMERICK	DIRECTOR	2.50	Director	$0	$0	$0
TAMMY ROOKE	DIRECTOR	2.50	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	$3,689,845	$3,511,022	$8,335,909	$178,823
2024	$6,608,471	$3,402,684	$8,220,364	$3,205,787
2023	$2,917,722	$3,052,762	$4,996,290	$-135,040
2022	$3,237,352	$2,651,833	$4,052,793	$585,519
2021	$2,912,023	$2,534,985	$3,837,725	$377,038
2020	$2,565,099	$2,318,534	$3,285,032	$246,565
2019	$2,655,696	$2,170,345	$2,715,411	$485,351
2018	$3,462,246	$2,471,316	$2,568,450	$990,930

ALZHEIMER'S SAN DIEGO