DEMENTIA SOCIETY INC (EIN 463401769) - 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

2013

Legal Domicile

Principal Officer

KEVIN JAMESON

Phone

8003363684

Tax Period

2024-01-01 to 2024-12-31

DEMENTIA SOCIETY INC, founded in 2013, is a community nonprofit in the Diseases & Disorders sector that reported $2.0M in total revenue in fiscal year 2024. Revenue fell 56% from the prior year — a significant decline worth monitoring. Net assets of $7.6M represent 45 months of operating reserves.

Mission

TO ENHANCE THE QUALITY OF LIFE FOR THOSE LIVING WITH DEMENTIA, CAREGIVERS, AND THE COMMUNITY.

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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 $1,633,331

Program Service Revenue $50

Investment Income $386,802

Other Revenue $1,377

TOTAL REVENUE $2,021,560

Expense Breakdown

Grants Paid $119,871

Salaries & Benefits $60,519

Fundraising Expenses $36,220

Program Expenses $1,398,178

Other Expenses $1,825,759

TOTAL EXPENSES $2,006,149

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,021,560	$4,552,772	-0.6%
Expenses	$2,006,149	$1,636,940	+0.2%
Net Income	$15,411	$2,915,832	-1.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN JAMESON	PRES/CEO/CHA	60.00	Officer Director	$0	$0	$0
ANN REDFIELD MSN RN	SENIOR VP	4.00	Officer Director	$0	$0	$0
BLAINE GREENFIELD	SENIOR VP	1.00	Officer Director	$0	$0	$0
MARTIN JEFFREY MOYERS	TREASURER	2.00	Officer Director	$0	$0	$0
LILLY ROTH	DIRECTOR	1.00	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
2024	$2,021,560	$2,006,149	$7,689,854	$15,411
2023	$4,552,772	$1,636,940	$7,435,065	$2,915,832
2022	$2,340,463	$1,066,338	$4,327,690	$1,274,125
2021	$1,983,572	$797,197	$3,158,014	$1,186,375
2020	$1,594,484	$696,627	$2,421,903	$897,857
2020	$1,594,484	$696,627	$2,421,903	$897,857
2019	$1,106,648	$530,689	$1,648,104	$575,959
2018	$637,097	$317,223	$494,093	$319,874

DEMENTIA SOCIETY INC