Alzheimer Society of Washington (EIN 911238368) - 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

1980

Legal Domicile

Principal Officer

Berry Meyers

Tax Period

2023-01-01 to 2023-12-31

Alzheimer Society of Washington, founded in 1980, is a small nonprofit that reported $228K in total revenue in fiscal year 2023. Revenue surged 65% from the prior year, signaling strong growth momentum. Expenses of $296K exceeded revenue, resulting in a 29% operating deficit.

Mission

To support people with dementia and their caregivers, families and friends, through community education and direct support.

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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 $139,544

Program Service Revenue $88,481

Investment Income $337

Other Revenue $3

TOTAL REVENUE $228,365

Expense Breakdown

Grants Paid $0

Salaries & Benefits $235,488

Fundraising Expenses $61,112

Program Expenses $204,130

Other Expenses $60,135

TOTAL EXPENSES $295,623

Year-over-Year Comparison

	2023	2022	Change
Revenue	$228,365	$138,719	+0.6%
Expenses	$295,623	$142,484	+1.1%
Net Income	$-67,258	$-3,765	+16.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Derek Schauer	Director	Director	$0	$0	$0
Kelsey Lovick	Director	Director	$0	$0	$0
Rosalee Ronquillo	Director	Director	$0	$0	$0
Debbie Gaan	Director	Director	$0	$0	$0
Josselyn Winslow	Director	Director	$0	$0	$0
Carletta Vanderbilt	Director	Director	$0	$0	$0
Mark Lindenbaum	Director	Director	$0	$0	$0
Carolyn Lenington	Director	Director	$0	$0	$0
Glenda McLachlan	Vice Chair	Officer Director	$0	$0	$0
Berry Meyers	Board Chair	Officer Director	$0	$0	$0
Erika Crichton	Treasurer	Officer Director	$0	$0	$0
Mary Ellen OKeefe	Secretary	Officer 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	No data	No data	No data	No data
2023	$228,365	$295,623	$125,193	$-67,258
2022	$138,719	$142,484	$107,083	$-3,765
2021	$161,920	$135,553	$105,945	$26,367
2020	$165,779	$124,193	$79,203	$41,586
2019	$225,429	$207,941	$39,950	$17,488

Alzheimer Society of Washington