ALLIANCE TO PREVENT LEGIONNAIRES'DISEASE (EIN 814716485) - 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

2016

Legal Domicile

Principal Officer

KATIE FELTZ

Phone

2022994415

Tax Period

2023-01-01 to 2023-12-31

ALLIANCE TO PREVENT LEGIONNAIRES'DISEASE, founded in 2016, is a small nonprofit in the Health Care sector that reported $755K in total revenue in fiscal year 2023. Revenue surged 113% from the prior year, signaling strong growth momentum.

Mission

EDUCATION AND ADVOCACY FOR LEGIONNAIRES' DISEASE PREVENTION

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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 $755,499

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $755,499

Expense Breakdown

Grants Paid $0

Salaries & Benefits $205,218

Fundraising Expenses $0

Program Expenses $741,951

Other Expenses $558,334

TOTAL EXPENSES $763,552

Year-over-Year Comparison

	2023	2022	Change
Revenue	$755,499	$354,000	+1.1%
Expenses	$763,552	$431,637	+0.8%
Net Income	$-8,053	$-77,637	-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

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

$192,308

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAY CALKINS	PRESIDENT/SECRETARY	4.00	Officer Director	$0	$0	$0
BILL MCQUADE	OFFICER/BOARD MEMBER	15.00	Officer Director	$0	$0	$0
DARYN CLINE	OFFICER/BOARD MEMBER	15.00	Officer Director	$0	$0	$0
KENNETH MORTENSON	OFFICER/BOARD MEMBER	15.00	Officer Director	$0	$0	$0
HUNG CHEUNG	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT BOWCOCK	BOARD MEMBER	1.00	Director	$0	$0	$0
TONYA WINDERS	DEVELOPMENT DIRECTOR	40.00	Officer	$192,308	$0	$192,308
KATIE FELTZ	TREASURER	15.00	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	No data	No data	No data	No data
2023	$755,499	$763,552	$8,495	$-8,053
2022	$354,000	$431,637	$16,548	$-77,637
2021	$350,006	$345,209	$94,185	$4,797
2020	$370,233	$315,061	$89,388	$55,172
2019	$556,000	$528,169	$34,216	$27,831
2018	$409,500	$469,093	$6,385	$-59,593

ALLIANCE TO PREVENT LEGIONNAIRES'DISEASE