GENETIC ALLIANCE INC (EIN 521571905) - 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

1986

Legal Domicile

Principal Officer

SHARON TERRY

Phone

2029665557

Tax Period

2023-10-01 to 2024-09-30

GENETIC ALLIANCE INC, founded in 1986, is a community nonprofit in the Diseases & Disorders sector that reported $1.6M in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring.

Mission

GENETIC ALLIANCE ENGAGES INDIVIDUALS, FAMILIES, AND COMMUNITIES TO TRANSFORM HEALTH.

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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 $887,008

Program Service Revenue $681,285

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,568,293

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,145,355

Fundraising Expenses $52,216

Program Expenses $1,622,778

Other Expenses $529,639

TOTAL EXPENSES $1,674,994

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,568,293	$2,497,287	-0.4%
Expenses	$1,674,994	$2,494,570	-0.3%
Net Income	$-106,701	$2,717	-40.3%

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

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

$250,000

Total Directors

$250,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEMP BATTLE	SECRETARY	1.00	Director	$0	$0	$0
JULIA ORTEGA	DIRECTOR	1.00	Director	$0	$0	$0
KELLY EDWARDS PHD	DIRECTOR	1.00	Director	$0	$0	$0
SHARON F TERRY	PRESIDENT/CEO	40.00	Officer Director	$49,167	$200,833	$250,000
USAMA MALIK	DIRECTOR	1.00	Director	$0	$0	$0
RYAN TAFT	DIRECTOR	1.00	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	$1,568,293	$1,674,994	$754,715	$-106,701
2023	$2,497,287	$2,494,570	$858,671	$2,717
2022	$3,241,004	$3,351,726	$704,659	$-110,722
2021	$2,331,033	$2,454,065	$1,204,403	$-123,032
2020	$2,347,291	$2,167,119	$1,206,679	$180,172
2019	$2,929,261	$3,059,743	$727,473	$-130,482
2018	$4,025,195	$3,918,217	$961,593	$106,978

GENETIC ALLIANCE INC