ALZHEIMER'S & DEMENTIA ALLIANCE OF WI INC (EIN 391679333) - 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

1995

Legal Domicile

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 WITH ALZHEIMER'S DISEASE OR RELATED DEMENTIAS AND THEIR FAMILIES.

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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 (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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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

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

$70,000

Total Directors

Key Employees

Highest Compensated

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

ALZHEIMER'S & DEMENTIA ALLIANCE OF WI INC