Alzheimers Services of the East Bay (EIN 943081330) - 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

1988

Legal Domicile

Principal Officer

Micheal Pope

Phone

5106448292

Tax Period

2022-07-01 to 2023-06-30

Alzheimers Services of the East Bay, founded in 1988, is a community nonprofit in the Diseases & Disorders sector that reported $1.5M in total revenue in fiscal year 2022. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $375K, a strong 25% operating margin.

Mission

The mission of Alzheimer's Services of the East Bay is to provide services to individuals with Alzheimer's disease and other related dementia; provide support for their caregivers; and educate and inform the general community about issues related to dementia care.

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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 $956,497

Program Service Revenue $569,411

Investment Income $29

Other Revenue $0

TOTAL REVENUE $1,525,937

Expense Breakdown

Grants Paid $0

Salaries & Benefits $702,138

Fundraising Expenses $11,537

Program Expenses $536,419

Other Expenses $449,063

TOTAL EXPENSES $1,151,201

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,525,937	$1,129,816	+0.4%
Expenses	$1,151,201	$1,316,908	-0.1%
Net Income	$374,736	$-187,092	-3.0%

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

127

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

$125,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Micheal Pope	CEO	40.00	Officer	$125,000	$0	$125,000
Wanda Wallis	President	5.00	Officer Director	$0	$0	$0
Andrew Baudoud	Treasurer	1.00	Officer Director	$0	$0	$0
Nicole Shu	Board member	1.00	Director	$0	$0	$0
Ann Sanabria	Board member	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
2023	$1,525,937	$1,151,201	$867,220	$374,736
2022	$1,129,816	$1,316,908	$656,926	$-187,092
2021	$1,017,355	$1,408,544	$1,185,586	$-391,189
2020	$1,841,156	$2,047,538	$1,461,091	$-206,382
2019	$2,410,606	$2,404,075	$1,436,108	$6,531
2018	$2,581,357	$2,698,911	$1,646,824	$-117,554

Alzheimers Services of the East Bay