ALZHEIMER'S DISEASE ASSOCIATION OF KERN COUNTY (EIN 770017561) - 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

1983

Legal Domicile

Principal Officer

DONNA SHARP

Phone

6616658871

Tax Period

2022-07-01 to 2023-06-30

ALZHEIMER'S DISEASE ASSOCIATION OF KERN COUNTY, founded in 1983, is a community nonprofit in the Diseases & Disorders sector that reported $1.7M in total revenue in fiscal year 2022. Revenue surged 58% from the prior year, signaling strong growth momentum. The organization ran a surplus of $263K, a strong 15% operating margin.

Mission

TO MAINTAIN AND ENHANCE THE QUALITY OF LIFE FOR THOSE IMPACTED BY ALZHEIMERS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,197,087

Program Service Revenue $569,795

Investment Income $52,506

Other Revenue $-97,377

TOTAL REVENUE $1,722,011

Expense Breakdown

Grants Paid $0

Salaries & Benefits $869,950

Fundraising Expenses $106,493

Program Expenses $967,834

Other Expenses $589,555

TOTAL EXPENSES $1,459,505

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,722,011	$1,092,680	+0.6%
Expenses	$1,459,505	$1,252,687	+0.2%
Net Income	$262,506	$-160,007	-2.6%

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

563

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

$93,394

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONNA SHARP	PRESIDENT	2.00	Officer Director	$0	$0	$0
MIKIN PLUMMER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
LINDSAY REYES	TREASURER	2.00	Officer Director	$0	$0	$0
JONNY PEREZ	SECRETARY	2.00	Officer Director	$0	$0	$0
DANIELLE ALCALA	DIRECTOR	1.00	Director	$0	$0	$0
PEG BOARD	DIRECTOR	1.00	Director	$0	$0	$0
ELENA LAROQUE	DIRECTOR	1.00	Director	$0	$0	$0
MARIA LAZZERINI	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN MCNABB	DIRECTOR	1.00	Director	$0	$0	$0
DEB MOSES	DIRECTOR	1.00	Director	$0	$0	$0
DAVID REED	DIRECTOR	1.00	Director	$0	$0	$0
JANELLE CAPRA	DIRECTOR	40.00	Officer	$93,394	$0	$93,394

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,722,011	$1,459,505	$4,203,116	$262,506
2022	$1,092,680	$1,252,687	$3,722,043	$-160,007
2021	$1,216,015	$1,209,936	$3,808,328	$6,079
2020	$912,289	$1,222,538	$3,836,753	$-310,249
2019	$917,318	$1,133,429	$4,152,514	$-216,111

ALZHEIMER'S DISEASE ASSOCIATION OF KERN COUNTY