ALZHEIMER'S & DEMENTIA ALLIANCE OF WI INC

EIN: 391679333 501(c)(3)

MADISON, WI

Total Revenue
$759,203
Total Expenses
$1,503,564
Total Assets
N/A
Net Assets
N/A
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Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
WI
Principal Officer
JEFFREY HAMM
Phone
6083354002
Tax Period
2022-07-01 to 2023-06-30

ALZHEIMER'S & DEMENTIA ALLIANCE OF WI INC, founded in 1995, is a small nonprofit that reported $759K in total revenue in fiscal year 2022. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $1.5M exceeded revenue, resulting in a 98% operating deficit.

Mission

TO IMPROVE THE LIVES OF PERSONS AFFECTED BY ALZHEIMER'S DISEASE AND OTHER DEMENTIAS. SINCE 1985 THE ALZHEIMER'S & DEMENTIA ALLIANCE OF WISCONSIN HAS BEEN A LOCAL RESOURCE FOR INDIVIDUALS AND FAMILIES IMPACTED BY MEMORY LOSS AND DEMENTIA. WE OFFER INDIVIDUAL AND FAMILY CONSULTATIONS; CONDUCT CAREGIVER SUPPORT GROUPS; PROVIDE EDUCATION PROGRAMS; AND OFFER SUPPORT AND ENRICHMENT PROGRAMS FOR PERSONS IN THE EARLY STAGES OF THEIR DISEASE. OUR PROFESSIONAL STAFF SERVE 10 COUNTIES IN SOUTH CENTRAL AND SOUTHWESTERN WISCONSIN.

Program Service Accomplishments

Program 1
Expenses: $1,161,203 Revenue: $0

INDIVIDUAL, FAMILY, AND CAREGIVER SUPPORT PROGRAM. PROVIDE RESOURCES, EDUCATION, AND SUPPORT TO PERSONS WITH MEMORY LOSS OR DEMENTIA AND THEIR FAMILY MEMBERS OR CAREGIVERS. IN THE PAST YEAR NEARLY...

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INDIVIDUAL, FAMILY, AND CAREGIVER SUPPORT PROGRAM. PROVIDE RESOURCES, EDUCATION, AND SUPPORT TO PERSONS WITH MEMORY LOSS OR DEMENTIA AND THEIR FAMILY MEMBERS OR CAREGIVERS. IN THE PAST YEAR NEARLY 3000 PEOPLE WERE ASSISTED BY THIS PROGRAM, INCLUDING 1) APPROXIMATELY 1000 PERSONS SERVED BY EDUCATION PROGRAMS, FROM "THE ABC'S OF ALZHEIMER'S AND DEMENTIA" TO "CROSSING BRIDGES," OUR PROGRAM FOR PEOPLE JUST DIAGNOSED WITH MEMORY IMPAIRMENT AND THEIR CAREGIVERS; 2) 1000 FAMILIES SERVED THROUGH PHONE, EMAIL, AND IN-PERSON CARE CONSULTATIONS AND INFORMATION AND REFERRAL CONTACTS; AND 3) 850 CAREGIVERS AND PERSONS WITH DEMENTIA WHO ATTENDED SUPPORT GROUP AND COGNITIVE ENHANCEMENT MEETINGS. THE AGENCY MAINTAINED 3-6 OUTREACH SPECIALISTS SERVING RURAL COMMUNITIES IN SOUTH CENTRAL AND SOUTHWESTERN WISCONSIN. CAREGIVER SUPPORT GRANTS. THE GOAL OF THE ALZHEIMER FAMILY AND CAREGIVER SUPPORT PROGRAM (AFCSP) IS TO ENABLE CLIENTS AND, WHEN APPROPRIATE, CLIENTS' FAMILIES TO GAIN ACCESS TO FUNDS AND RECEIVE A FULL RANGE OF APPROPRIATE SERVICES IN A PLANNED, COORDINATED, EFFICIENT, AND EFFECTIVE MANNER. SERVICES INCLUDE ASSESSMENT, CONSULTATION, CARE PLANNING, MONITORING AND REVIEW, ADVOCACY, AND REFERRAL. A WAITING LIST IS MAINTAINED FOR NEW APPLICANTS WHEN NECESSARY; THESE FAMILIES ARE REFERRED TO OTHER SERVICES AND RESOURCES IN THE INTERIM. ALMOST 900 PEOPLE HAVE RECEIVED AFCSP FUNDS THROUGH THE ALLIANCE SINCE 2006. PAT WILSON FUND RESPITE CARE GRANTS PROVIDE RESPITE DOLLARS TO FAMILIES WHO FIND THEMSELVES IN A CRISIS SITUATION WHEN CARING FOR AN INDIVIDUAL WITH ALZHEIMER'S DISEASE OR ANOTHER DEMENTIA.THE ORGANIZATION CEASED OPERATIONS ON JUNE 30, 2023 AND TRANSFERRED ITS REMAINING ASSETS TO AGRACE HOSPICECARE FOUNDATION INC., LEADINGAGE WISCONSIN, UNIVERSITY OF WISCONSIN FOUNDATION, CAIRASU ALZHEIMER'S AND DEMENTIA CENTER, AND DANE COUNTY HUMAN SERVICES.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $778,276
Program Service Revenue $0
Investment Income $-4,430
Other Revenue $-14,643
TOTAL REVENUE $759,203

Expense Breakdown

Grants Paid $747,788
Salaries & Benefits $426,329
Fundraising Expenses $137,396
Program Expenses $1,161,203
Other Expenses $329,447
TOTAL EXPENSES $1,503,564

Year-over-Year Comparison

2022 2021 Change
Revenue $759,203 $1,270,775 -0.4%
Expenses $1,503,564 $857,536 +0.8%
Net Income $-744,361 $413,239 -2.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
10
Independent Members
10
Employees
12
Volunteers
60

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
5
$70,000
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CAROL KOBY PRESIDENT 1.00
Officer Director
$0 $0 $0
KEN MUTH VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
JOYCE HASTINGS SECRETARY 1.00
Officer Director
$0 $0 $0
JANET KUEHL TREASURER 1.00
Officer Director
$0 $0 $0
JOHN STOFFLET DIRECTOR 1.00
Director
$0 $0 $0
DEB BERGEN DIRECTOR 1.00
Director
$0 $0 $0
KAY SIMMONS DIRECTOR 1.00
Director
$0 $0 $0
DR VIVIAN M LARKIN PHD MSW CRC DIRECTOR 1.00
Director
$0 $0 $0
APRIL WEIR-HAUPTMAN DIRECTOR 1.00
Director
$0 $0 $0
TOM RAMSEY DIRECTOR 1.00
Director
$0 $0 $0
JEFFREY HAMM EXECUTIVE DIRECTOR 40.00
Officer
$70,000 $0 $70,000
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
2023 $759,203 $1,503,564 No data $-744,361
2022 $1,270,775 $857,536 $809,258 $413,239
2021 $975,865 $1,026,257 $549,586 $-50,392
2020 $1,149,245 $1,354,070 $580,774 $-204,825
2019 $1,311,097 $1,288,442 $635,181 $22,655
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