USAGAINSTALZHEIMER'S (EIN 450672514) - 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

2011

Legal Domicile

Principal Officer

RUSSELL PAULSEN

Phone

2024105199

Tax Period

2024-01-01 to 2024-12-31

USAGAINSTALZHEIMER'S, founded in 2011, is a mid-sized nonprofit in the Medical Research sector that reported $10.5M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $9.4M left a modest 10% surplus.

Mission

SEE PART III, LINE 1.

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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 $9,647,520

Program Service Revenue $438,350

Investment Income $374,064

Other Revenue $10,239

TOTAL REVENUE $10,470,173

Expense Breakdown

Grants Paid $205,825

Salaries & Benefits $3,250,124

Fundraising Expenses $1,073,153

Program Expenses $7,574,688

Other Expenses $5,933,514

TOTAL EXPENSES $9,389,463

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,470,173	$8,535,403	+0.2%
Expenses	$9,389,463	$8,150,960	+0.2%
Net Income	$1,080,710	$384,443	+1.8%

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

$381,131

Total Directors

$200,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MERYL COMER	FOUNDING BOARD MEMBER (SEE SCH. O)	40.00	Director	$200,000	$0	$200,000
GEORGE VRADENBURG	CHAIRMAN	10.00	Officer Director	$0	$0	$0
SHAWN TAYLOR	TREASURER	1.00	Officer Director	$0	$0	$0
KAREN SEGAL	SECRETARY	3.00	Officer Director	$0	$0	$0
GREG O'BRIEN	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL HOGAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN DWYER	BOARD MEMBER	1.00	Director	$0	$0	$0
REBECCA CHOPPP	BOARD MEMBER	1.00	Director	$0	$0	$0
KARIN HELLSVIK	BOARD MEMBER	1.00	Director	$0	$0	$0
RUSSELL PAULSEN	CHIEF OPERATING OFFICER (SEE SCH. O)	39.00	Officer	$366,250	$14,881	$381,131
LYNN CRONEBERGER	CHIEF DEVELOPMENT OFFICER	40.00	Highest	$224,134	$23,763	$247,897
STEPHANIE MONROE	VP AND SR ADVISOR, HEALTH EQUITY	40.00	Highest	$202,450	$11,435	$213,885
MICHAEL CLEARY	CHIEF FINANCIAL OFFICER	38.00	Highest	$197,687	$22,243	$219,930
JON SUMMERS	CHIEF COMM. OFFICER (UNTIL 11/11/24)	40.00	Highest	$192,685	$10,902	$203,587
KELLY O'BRIEN	VICE PRESIDENT, PREVENTION	40.00	Highest	$186,630	$21,209	$207,839

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	$10,470,173	$9,389,463	$10,098,847	$1,080,710
2023	$8,535,403	$8,150,960	$8,989,940	$384,443
2022	$9,372,870	$8,943,900	$8,800,859	$428,970
2021	$12,845,054	$11,210,872	$8,313,876	$1,634,182
2020	$9,250,448	$7,258,549	$6,869,163	$1,991,899
2019	$7,789,028	$8,148,384	$5,047,065	$-359,356
2018	$7,489,182	$8,260,789	$5,006,152	$-771,607
2018	$7,489,182	$8,260,789	$5,006,152	$-771,607

USAGAINSTALZHEIMER'S