ALZHEIMERS & DEMENTIA SOCIETY

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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

2012

Legal Domicile

Principal Officer

KELLI CHARLTON

Phone

4353190407

Tax Period

2024-07-01 to 2025-06-30

ALZHEIMERS & DEMENTIA SOCIETY, founded in 2012, is a small nonprofit in the Diseases & Disorders sector that reported $220K in total revenue in fiscal year 2024. Revenue fell 47% from the prior year — a significant decline worth monitoring. Expenses of $454K exceeded revenue, resulting in a 107% operating deficit.

Mission

TO REDUCE ISOLATION AND INCREASE WELLNESS FOR INDIVIDUALS WITH DEMENTIA AND THEIR CARGIVERS THROUGH ACTIVITIES, SUPPORT, EDUCATION, AND CONSULTATIONS.

Program Service Accomplishments

Program 1

Expenses: $336,911

WALK IN CENTER TO SUPPORT ALL AFFECTED BY ALZHEIMERS AN 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 (2024)

Revenue Breakdown

Contributions & Grants $108,445

Program Service Revenue $104,962

Investment Income $6,250

Other Revenue $0

TOTAL REVENUE $219,657

Expense Breakdown

Grants Paid $0

Salaries & Benefits $177,285

Fundraising Expenses $14,393

Program Expenses $347,206

Other Expenses $262,344

TOTAL EXPENSES $454,022

Year-over-Year Comparison

	2024	2023	Change
Revenue	$219,657	$417,410	-0.5%
Expenses	$454,022	$365,772	+0.2%
Net Income	$-234,365	$51,638	-5.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLI CHARLTON	DIRECTOR	10.00	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	$219,657	$454,022	$334,145	$-234,365
2022	$332,464	$262,274	$304,057	$70,190
2021	$338,856	$181,464	$233,867	$157,392