ALOIS ALZHEIMER FOUNDATION (EIN 311315349) - 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

1992

Legal Domicile

Principal Officer

GREG MILLER

Phone

5136050603

Tax Period

2025-01-01 to 2025-12-08

ALOIS ALZHEIMER FOUNDATION, founded in 1992, is a micro nonprofit that reported $70K in total revenue in fiscal year 2025. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $65K, a strong 93% operating margin.

Mission

PARTNERING WITH LIKE-MINDED INDIVIDUALS AND ORGANIZATIONS TO ENCOURAGE RESPONSIBLE RESEARCH, PROVIDE LEADING EDUCATION AND INCREASE THE AWARENESS OF ALZHEIMER'S DISEASE AND RELATED DEMENTIA

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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 (2025)

Revenue Breakdown

Contributions & Grants $46,936

Program Service Revenue $0

Investment Income $22,818

Other Revenue $0

TOTAL REVENUE $69,754

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,775

Other Expenses $3,975

TOTAL EXPENSES $4,975

Year-over-Year Comparison

	2025	2024	Change
Revenue	$69,754	$64,278	+0.1%
Expenses	$4,975	$9,552	-0.5%
Net Income	$64,779	$54,726	+0.2%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN BOYMEL	PRESIDENT	4.00	Officer Director	$0	$0	$0
GREG MILLER	TREASURER	0.25	Officer Director	$0	$0	$0
JAMIE BROSE	SECRETARY	4.00	Officer 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
2025	$69,754	$4,975	No data	$64,779
2024	$64,278	$9,552	$525,550	$54,726

ALOIS ALZHEIMER FOUNDATION