ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC (EIN 133039601) - 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

MARK LEON

Phone

3123358700

Tax Period

2024-07-01 to 2025-06-30

Alzheimer's Disease & Related Disorders Association Inc, founded in 1980, is a major nonprofit in the Diseases & Disorders sector that reported $389.7M in total revenue in fiscal year 2018. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

THE ALZHEIMER'S ASSOCIATION LEADS THE WAY TO END ALZHEIMER'S AND ALL (CONTINUED IN SCHEDULE O) OTHER DEMENTIA - BY ACCELERATING GLOBAL RESEARCH, DRIVING RISK REDUCTION AND EARLY DETECTION, AND MAXIMIZING QUALITY CARE AND 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 (2024)

Revenue Breakdown

Contributions & Grants $445,176,481

Program Service Revenue $8,443,421

Investment Income $10,449,333

Other Revenue $-6,824,337

TOTAL REVENUE $457,244,898

Expense Breakdown

Grants Paid $90,708,349

Salaries & Benefits $215,394,921

Fundraising Expenses $80,159,087

Program Expenses $375,720,684

Other Expenses $168,456,050

TOTAL EXPENSES $478,718,572

Year-over-Year Comparison

	2024	2023	Change
Revenue	$457,244,898	$443,925,786	+0.0%
Expenses	$478,718,572	$456,554,279	+0.0%
Net Income	$-21,473,674	$-12,628,493	+0.7%

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

2141

Volunteers

57621

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

$3,793,662

Total Directors

Key Employees

$2,026,134

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH LORANCE	CHAIR (THRU 10/24)	12.00	Officer Director	$0	$0	$0
MINOO JAVANMARDIAN	CHAIR (AS OF 10/24)	12.00	Officer Director	$0	$0	$0
KARYNE JONES	VICE CHAIR	12.00	Officer Director	$0	$0	$0
DEBRA PIERSON	SECRETARY (THRU 10/24)	10.00	Officer Director	$0	$0	$0
GEOFF HEREDIA	SECRETARY (AS OF 10/24)	10.00	Officer Director	$0	$0	$0
DEAN BRENNER	TREASURER	10.00	Officer Director	$0	$0	$0
ALEX TSAO	DIRECTOR	5.00	Director	$0	$0	$0
AIMEE NOLAN	DIRECTOR (AS OF 10/24)	5.00	Director	$0	$0	$0
BRET HILL	DIRECTOR	5.00	Director	$0	$0	$0
BRUCE BAUDE	DIRECTOR	5.00	Director	$0	$0	$0
BRUCE LAMB	DIRECTOR	5.00	Director	$0	$0	$0
CHUCK GARRETT	DIRECTOR	5.00	Director	$0	$0	$0
CYNTHIA MOORE-HARDY	DIRECTOR	5.00	Director	$0	$0	$0
DAVID GONZALES	DIRECTOR (THRU 10/24)	5.00	Director	$0	$0	$0
DEREK VAN AMERONGEN	DIRECTOR (THRU 10/24)	5.00	Director	$0	$0	$0
DON PLAUS	DIRECTOR (THRU 10/24)	5.00	Director	$0	$0	$0
DOZENE GUISHARD	DIRECTOR	5.00	Director	$0	$0	$0
ELIZABETH SHIH	DIRECTOR (THRU 07/24)	5.00	Director	$0	$0	$0
W GABRIEL DE LA ROSA	DIRECTOR	5.00	Director	$0	$0	$0
GEORGE WALZ	DIRECTOR	5.00	Director	$0	$0	$0
HAMID OKHRAVI	DIRECTOR (AS OF 10/24)	5.00	Director	$0	$0	$0
IRENE SUDAC	DIRECTOR	5.00	Director	$0	$0	$0
JOE ARCINIEGA	DIRECTOR (THRU 07/24)	5.00	Director	$0	$0	$0
LEAH FARLEY	DIRECTOR (AS OF 10/24)	5.00	Director	$0	$0	$0
MIKAELA LOUIE	DIRECTOR	5.00	Director	$0	$0	$0
NANCY WESTCOTT	DIRECTOR	5.00	Director	$0	$0	$0
NICOLE WALKER	DIRECTOR (THRU 10/24)	5.00	Director	$0	$0	$0
OSCAR LOPEZ	DIRECTOR (AS OF 10/24)	5.00	Director	$0	$0	$0
PETER GOLDSTEIN	DIRECTOR (AS OF 10/24)	5.00	Director	$0	$0	$0
REBECCA CHOPP	DIRECTOR (THRU 05/24)	5.00	Director	$0	$0	$0
RUSHERN BAKER	DIRECTOR	5.00	Director	$0	$0	$0
TONY GONZALES	DIRECTOR (THRU 10/24)	5.00	Director	$0	$0	$0
WENDY DRUMMOND	DIRECTOR (THRU 02/24)	5.00	Director	$0	$0	$0
WILLIAM THOMAS	DIRECTOR	5.00	Director	$0	$0	$0
KATHERINE JOANNE PIKE	PRESIDENT/CEO	60.00	Officer	$1,013,077	$130,377	$1,174,136
DONNA MCCULLOUGH	CHIEF OPERATING OFFICER	60.00	Officer	$932,361	$94,844	$1,027,741
ANTHONY D'AMATO - ASST SECY	VP, LEGAL & GENERAL COUNSEL	60.00	Officer	$426,479	$49,672	$476,660
BARBARA PRYOR	CHIEF ADMINISTRATIVE OFFICER	60.00	Officer	$489,596	$72,380	$561,976
MARK LEON	CFO & ASST. TREASURER	60.00	Officer	$492,337	$60,093	$553,149
MARIA CARRILLO	CHIEF SCIENCE OFFICER	60.00	Key Emp	$930,581	$89,967	$1,020,548
ROBERT EGGE	CHIEF PUBLIC POLICY OFFICER	60.00	Key Emp	$856,677	$120,571	$1,005,586
KENANN CASSIDY	CHIEF FIELD OPERATIONS OFFICER	60.00	Highest	$598,944	$81,561	$680,646
CARL HILL	CHIEF DE&I OFFICER	60.00	Highest	$479,919	$72,222	$552,490
ERIC VANVLYMEN	CHIEF FIELD OPERATIONS OFFICER	60.00	Highest	$468,998	$78,301	$548,370
KATIE EVANS	CHIEF PROG & MISSION ENGT OFFICER	60.00	Highest	$463,191	$100,370	$564,165
MICHAEL REICH	CHIEF MARKETING OFFICER	60.00	Highest	$435,360	$93,908	$529,268
RICHARD HOVLAND	FORMER CFO/COO	60.00		$300,779	$25,504	$326,283
MICHELLE HELTON	FORMER VP, FINANCIAL OPS	60.00		$177,102	$37,013	$214,115

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	$457,244,898	$478,718,572	$523,717,634	$-21,473,674
2024	$443,925,786	$456,554,279	$525,774,994	$-12,628,493
2023	$412,425,302	$460,183,069	$512,971,086	$-47,757,767
2022	$502,038,578	$443,174,499	$493,034,630	$58,864,079
2021	$404,526,641	$365,551,376	$497,643,896	$38,975,265
2020	$403,087,006	$387,807,493	$410,346,682	$15,279,513
2019	$389,665,878	$386,573,873	$377,644,348	$3,092,005

ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC