ALZHEIMER'S FAMILY SERVICES CENTER

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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

JOANNA RICHARDSON-JONES

Phone

7145939630

Tax Period

2024-07-01 to 2025-06-30

ALZHEIMER'S FAMILY SERVICES CENTER, founded in 1980, is a community nonprofit that reported $4.2M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year.

Mission

TO IMPROVE THE QUALITY OF LIFE FOR FAMILIES CHALLENGED BY ALZHEIMER'S DISEASE OR ANOTHER DEMENTIA, THROUGH SERVICES TAILORED TO MEET INDIVIDUAL NEEDS.

Program Service Accomplishments

Program 1

Expenses: $3,894,900 Revenue: $1,825,769

THE ORGANIZATION PROVIDED 22,002 PATIENT DAYS OF CARE, FOR 262 INDIVIDUALS AFFECTED BY ALZHEIMER'S DISEASE OR ANOTHER DEMENTIA, INCLUDING MEDICAL, THERAPEUTIC, NUTRITIONAL, AND PERSONAL CARE THROUGH IN-PERSON AND TEMPORARY ALTERNATIVE SERVICE. 10,897 TRIPS BETWEEN PATIENT HOMES AND THE CENTER WITH OUR DOOR-TO-DOOR TRANSPORTATION SERVICE. 10,480 HOURS OF INTENSIVE CARE MANAGEMENT BY SOCIAL WORKERS AND NURSES FOR 262 UNDUPLICATED PATIENTS AND 655 CAREGIVERS OF PATIENTS WITH ALZHEIMER'S DISEASE OR ANOTHER DEMENTIA. 1,884 NURSING INTERVENTIONS TO NOTIFY PHYSICIANS AND FAMILIES OF A CHANGE IN PATIENT'S CONDITION AND COORDINATE MEDICAL INTERVENTIONS. 36,995 MEALS SERVED TO THE ORGANIZATION'S PATIENTS THAT MEET OR EXCEED NUTRITIONAL STANDARDS FOR GERIATRIC PATIENTS. 1,036 HOURS OF BEHAVIORAL HEALTH SERVICES PROVIDED TO PATIENTS AND CAREGIVERS THROUGH THE OUTPATIENT SERVICES BEHAVIORAL HEALTH PROGRAM. OVER 300 ATTENDEES TO CAREGIVER SUPPORT GROUPS ANNUALLY AT THE ORGANIZATION. OVER 35 HOURS OF COMMUNITY-BASED EDUCATION OFFERED BY DEMENTIA PROFESSIONALS FOCUSING ON EARLY INTERVENTION, RISK REDUCTION, AND HEALTHY BRAIN AGING. REACHED OVER 4,000 INDIVIDUALS ACROSS SOUTHERN CALIFORNIA VIA 20 COMMUNITY-BASED EVENTS. 1,404 INDIVIDUALS CONCERNED ABOUT MEMORY LOSS WERE PROVIDED INFORMATION OR REFERRALS AND EITHER OR MEMORY CHEKUPS BY IN HOUSE DEMENTIA CARE EXPERTS.

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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 $2,084,703

Program Service Revenue $1,825,769

Investment Income $270,409

Other Revenue $3,970

TOTAL REVENUE $4,184,851

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,563,963

Fundraising Expenses $350,901

Program Expenses $3,894,900

Other Expenses $1,013,658

TOTAL EXPENSES $4,577,621

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,184,851	$4,585,634	-0.1%
Expenses	$4,577,621	$5,313,524	-0.1%
Net Income	$-392,770	$-727,890	-0.5%

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

$859,923

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY LOU SHATTUCK	CHAIR	4.00	Officer Director	$0	$0	$0
RICHARD MILO	TREASURER	1.00	Officer Director	$0	$0	$0
TIFFANY SCURRY	SECRETARY	1.00	Officer Director	$0	$0	$0
AARON RITTER MD	BOARD MEMBER	1.00	Director	$0	$0	$0
KIMBERLY GEIGELE OSWALD	BOARD MEMBER	1.00	Director	$0	$0	$0
MARTIN KLEINBART DPM	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFFREY HARPSTER	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN GENTILE MD	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL STEPHENS	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA DESOTO	BOARD MEMBER	1.00	Director	$0	$0	$0
SHERYL BOURGEOIS PHD	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM SPARKS	BOARD MEMBER	1.00	Director	$0	$0	$0
PETER FOULKE	BOARD MEMBER	1.00	Director	$0	$0	$0
GWYN PARRY MD	BOARD MEMBER	1.00	Director	$0	$0	$0
JOANNA RICHARDSON-JONES	CEO	40.00	Officer	$302,235	$19,806	$322,041
CHERYL ALVAREZ	DIR. OF OUTPATIENT BEHAVIO	40.00	Officer	$144,079	$18,916	$162,995
TRACI ROUNDY	DIRECTOR OF PROGRAMS	40.00	Officer	$144,406	$18,918	$163,324
CHERRYLYN JUCABAN	DIRECTOR OF OPERATIONS	40.00	Officer	$194,399	$17,164	$211,563
AIMEE RUIZ	HUMAN RESOURCES MANAGER	40.00	Highest	$139,227	$14,955	$154,182
JOVANNI JUAREZ	MANAGER OF PROGRAMS	40.00	Highest	$101,745	$7,353	$109,098

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	$4,184,851	$4,577,621	$6,557,668	$-392,770
2024	$4,585,634	$5,313,524	$6,886,712	$-727,890
2023	$4,316,869	$4,506,632	$7,563,132	$-189,763
2022	$4,777,281	$3,814,877	$7,631,564	$962,404
2021	$4,612,339	$3,675,020	$7,381,225	$937,319
2020	$5,906,078	$5,492,570	$6,599,578	$413,508
2019	$6,509,695	$5,630,880	$5,437,165	$878,815