ALZHEIMERS AID SOCIETY OF NORTHERN CALIFORNIA INC (EIN 942721961) - 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

1981

Legal Domicile

Phone

9164832002

Tax Period

2024-01-01 to 2024-12-31

ALZHEIMERS AID SOCIETY OF NORTHERN CALIFORNIA INC, founded in 1981, is a small nonprofit in the Unknown sector that reported $320K in total revenue in fiscal year 2024. The organization ran a surplus of $199K, a strong 62% operating margin.

Mission

THE ORGANIZATION PROVIDES FAMILIES WITH EDUCATION, SUPPORT, GUIDANCE, AND GENERAL REFERRAL SERVICES. THE SOCIETY PROMOTES EDUCATION FOR THE GENERAL PUBLIC AND THE PROFESSIONAL COMMUNITY, AND CONDUCTS IN-SERVICE WORKSHOPS FOR SKILLED NURSING FACILITIES, RESIDENTIAL FACILITIES AND LAW ENFORCEMENT AGENCIES. THE ORGANIZATION WORKS WITH LEGISLATORS IN CALIFORNIA TO EDUCATE IN THE AREAS OF INCREASED FUNDING FOR RESEARCH, LONG-TERM CARE INSURANCE, AND RESPITE CARE FOR CAREGIVERS. OVER 5,000 PEOPLE WERE GIVEN ASSISTANCE IN 2019 AND 7060 HOURS OF ASSISTANCE GIVEN.

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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 $135,517

Program Service Revenue $171,339

Investment Income $60

Other Revenue $12,823

TOTAL REVENUE $319,739

Expense Breakdown

Grants Paid $0

Salaries & Benefits $71,002

Fundraising Expenses $0

Program Expenses $107,825

Other Expenses $49,848

TOTAL EXPENSES $120,850

Year-over-Year Comparison

	2024	2023	Change
Revenue	$319,739	N/A	N/A
Expenses	$120,850	N/A	N/A
Net Income	$198,889	N/A	N/A

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

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

$65,150

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MAX S PERRY	Secretary	40.00	Officer	$53,000	$0	$53,000
CHRISTINA NESS	Treasurer	20.00	Officer	$12,150	$0	$12,150
ULRIC N DUVERNEY	VP OF LEGAL	2.00	Director	$0	$0	$0
SHERYL ASHBY	President & CEO	40.00	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	$319,739	$120,850	$216,171	$198,889

ALZHEIMERS AID SOCIETY OF NORTHERN CALIFORNIA INC