ALZHEIMER'S DISEASE FOUNDATION INC (EIN 363336574) - 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

1984

Legal Domicile

Principal Officer

KEVIN HARGUTH

Phone

3202588983

Tax Period

2023-10-01 to 2024-09-30

ALZHEIMER'S DISEASE FOUNDATION INC, founded in 1984, is a micro nonprofit that reported $63K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. Net assets of $1.3M represent 240 months of operating reserves.

Mission

PROVIDE ASSISTANCE TO THE VICTIMS OF ALZHEIMER'S DISEASE AND TO RAISE FUNDS FOR RESEARCH.

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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 $7,882

Program Service Revenue $0

Investment Income $55,000

Other Revenue $0

TOTAL REVENUE $62,882

Expense Breakdown

Grants Paid $54,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $54,000

Other Expenses $9,154

TOTAL EXPENSES $63,154

Year-over-Year Comparison

	2023	2022	Change
Revenue	$62,882	$68,177	-0.1%
Expenses	$63,154	$69,058	-0.1%
Net Income	$-272	$-881	-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

N/A

Employees

N/A

Volunteers

N/A

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

$528,556

Total Directors

$77,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL ROSEN	CHAIRMAN	0.50	Officer Director	$0	$0	$17,500
FRED BROWN	SECRETARY	0.50	Officer Director	$0	$0	$15,000
FELIX FRARACCIO	DIRECTOR	0.50	Director	$0	$0	$15,000
PAUL SANDERS	DIRECTOR	0.50	Director	$0	$0	$15,000
SHERRY WHEATON	DIRECTOR	0.50	Director	$0	$0	$15,000
BRIAN KELM	CEO	1.00	Officer	$0	$13,056	$241,185
KEVIN HARGUTH	CFO	1.00	Officer	$0	$19,012	$254,871

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
2024	$62,882	$63,154	$1,255,966	$-272
2023	$68,177	$69,058	$1,075,269	$-881
2022	$50,271	$49,056	$1,029,738	$1,215
2021	$52,467	$51,561	$1,292,653	$906
2020	$55,672	$52,615	$1,158,304	$3,057
2019	$57,948	$56,539	$1,097,040	$1,409
2018	$55,515	$56,207	$1,143,759	$-692

ALZHEIMER'S DISEASE FOUNDATION INC