Alzheimer's Greater Los Angeles

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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

Principal Officer

Bret Schaefer

Phone

3239383379

Tax Period

2023-07-01 to 2024-06-30

Alzheimer's Greater Los Angeles, founded in 1981, is a community nonprofit in the Diseases & Disorders sector that reported $6.7M in total revenue in fiscal year 2023. Expenses of $8.1M exceeded revenue, resulting in a 21% operating deficit.

Mission

Alzheimer's Greater Los Angeles' mission is to improve the lives of local families affected by Alzheimer's & other dementias by increasing awareness, delivering effective programs & services, providing compassionate support, advocating for quality care and a cure, and supporting local research. 100% of all money raised stays local, allowing us to provide free care and support to the community we serve in Greater Los Angeles.

Program Service Accomplishments

Program 1

Expenses: $4,312,701

Family, Education, and Services: Alzheimer's Greater Los Angeles provides programs and services to families throughout its territory at little or no cost. These include information and referral...

Family, Education, and Services: Alzheimer's Greater Los Angeles provides programs and services to families throughout its territory at little or no cost. These include information and referral, support groups, care consultation, community, family and caregiver education, safety services, early-stage services, and a toll-free helpline and contact center. Callers can get referrals to local services and educational programs, assistance with challenging behaviors, and information about the disease and its treatment. We provide special services to reach Latino, African American, and Asian/Pacific Islander populations.

Program 2

Expenses: $1,126,335

Public Awareness: Awareness of Alzheimer's Greater Los Angeles and education about Alzheimer's disease are key to accelerating progress. We strive to make more people aware of the services available for those facing this disease and the benefits of early detection. We also engage the media and our Alzheimer's Greater Los Angeles "champions", encouraging them to advocate, donate, and participate to move this cause forward.

Program 3

Expenses: $909,076 Revenue: $13,666

Professional Training: Alzheimer's Los Angeles offers programs dedicated to helping healthcare professionals deliver quality care to people with dementia and their families. Training programs are...

Professional Training: Alzheimer's Los Angeles offers programs dedicated to helping healthcare professionals deliver quality care to people with dementia and their families. Training programs are tailored to those working in community-based residential-care and healthcare settings including but not limited to; providers, nurses, social workers, adult service providers, activity staff, direct care providers, and administrators.

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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 $5,963,901

Program Service Revenue $13,666

Investment Income $646,733

Other Revenue $41,641

TOTAL REVENUE $6,665,941

Expense Breakdown

Grants Paid $260,991

Salaries & Benefits $5,287,222

Fundraising Expenses $889,576

Program Expenses $6,817,967

Other Expenses $2,528,191

TOTAL EXPENSES $8,076,404

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,665,941	$6,713,922	0.0%
Expenses	$8,076,404	$7,077,340	+0.1%
Net Income	$-1,410,463	$-363,418	+2.9%

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

124

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

$525,995

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeffrey Glassman	Co-Chair	2.00	Officer Director	$0	$0	$0
Susan Lord	Co-Chair	2.00	Officer Director	$0	$0	$0
Lisa Chalfin	Treasurer	0.30	Officer Director	$0	$0	$0
Randi Jones	Secretary	0.30	Officer Director	$0	$0	$0
Jacqueline Macias	Immediate Past Chair	0.30	Officer Director	$0	$0	$0
John Barnes	Director (end 6/24)	0.30	Director	$0	$0	$0
Niloo Bedrood	Director	0.30	Director	$0	$0	$0
Kenneth Chiate	Director	0.30	Director	$0	$0	$0
Helena Chui MD	Director	0.30	Director	$0	$0	$0
Ingrid Graham	Director (end 6/24)	0.30	Director	$0	$0	$0
Winston Greene	Director	0.30	Director	$0	$0	$0
Alan Hartly	Director	0.30	Director	$0	$0	$0
Hon Barbara R Johnson	Director	0.30	Director	$0	$0	$0
Susie Levin	Director	0.30	Director	$0	$0	$0
Mark S Liberman	Director	0.30	Director	$0	$0	$0
Kirk Moody	Director	0.30	Director	$0	$0	$0
Elliott Sainer	Director (end 6/24)	0.30	Director	$0	$0	$0
Karl J Schulze	Director	0.30	Director	$0	$0	$0
Zaldy Tan	Director	0.30	Director	$0	$0	$0
Cynthia Tiedeman	Director (end 1/24)	0.30	Director	$0	$0	$0
Susan Hirsch Wohl	Director	0.30	Director	$0	$0	$0
Robert Hirsch	Emeritus	0.30	Director	$0	$0	$0
Matthew Reid	Emeritus	0.30	Director	$0	$0	$0
Heather Cooper Ortner	President & CEO	40.00	Officer	$262,453	$23,503	$285,956
Bret Coman Schaefer	Chief Financial Officer	40.00	Officer	$212,628	$27,411	$240,039
Debra Lynn Cherry	Executive Vice President	40.00	Highest	$118,819	$22,537	$141,356
Cathleen Ladd	Vice President Programs	40.00	Highest	$164,110	$21,977	$186,087
Jennifer Schlesinger	VP, Healthcare Svcs & Prof.	40.00	Highest	$123,725	$14,367	$138,092
Steven Klappholz	Chief Philanthropy Officer	40.00	Highest	$227,268	$12,282	$239,550
Barbra McLendon	Senior Director, Public Policy	40.00	Highest	$117,550	$5,846	$123,396

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	No data	No data	No data	No data
2024	$6,665,941	$8,076,404	$10,784,046	$-1,410,463
2023	$6,713,922	$7,077,340	$11,998,798	$-363,418
2022	$9,968,354	$6,120,142	$11,145,402	$3,848,212
2021	$5,519,615	$5,226,860	$9,166,540	$292,755
2020	$5,873,028	$6,306,108	$8,172,952	$-433,080
2019	$6,801,666	$6,009,763	$7,114,173	$791,903