ALZHEIMERS & DEMENTIA SOCIETY

EIN: 455072504 501(c)(3) Diseases & Disorders

ST GEORGE, UT

Total Revenue
$219,657
Total Expenses
$454,022
Total Assets
$334,145
Net Assets
$172,285
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2012
Legal Domicile
UT
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.

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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%)

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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

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Governance

Voting Members
6
Independent Members
6
Employees
5
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
1
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
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
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