DEMENTIA ACTION ALLIANCE (EIN 541829878) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

KAREN LOVE

Phone

7035858517

Tax Period

2022-01-01 to 2022-12-31

DEMENTIA ACTION ALLIANCE, founded in 1997, is a small nonprofit in the Public & Societal Benefit sector that reported $212K in total revenue in fiscal year 2020. Revenue fell 26% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $42K, a strong 20% operating margin.

Mission

THE DEMENTIA ACTION ALLIANCE IS CREATING A BETTER SOCIETY IN WHICH TO LIVE WITH DEMENTIA. WE PROVIDE, HELP, SUPPORT, AND HOPE TO INDIVIDUALS AND FAMILIES LIVING WITH DEMENTIA AND INFORMATION ABOUT HOW TO LIVE PROACTIVELY WITH IT.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $110,256

Program Service Revenue $216,073

Investment Income $0

Other Revenue $2,963

TOTAL REVENUE $329,292

Expense Breakdown

Grants Paid $0

Salaries & Benefits $96,000

Fundraising Expenses $4,085

Program Expenses $314,781

Other Expenses $243,219

TOTAL EXPENSES $339,219

Year-over-Year Comparison

	2022	2021	Change
Revenue	$329,292	$276,960	+0.2%
Expenses	$339,219	$213,310	+0.6%
Net Income	$-9,927	$63,650	-1.2%

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

N/A

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

$96,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURIE SCHERRER	DIRECTOR	30.00	Director	$0	$0	$0
JACKIE PINKOWITZ	CHAIR EMERITUS	8.00	Director	$0	$0	$0
JOHN-RICHARD PAGAN	DIRECTOR	5.00	Director	$0	$0	$0
BARNEY NELSON	DIRECTOR	5.00	Director	$0	$0	$0
LON PINKOWITZ	DIRECTOR	5.00	Director	$0	$0	$0
SUSAN WEHRY	DIRECTOR	2.00	Director	$0	$0	$0
JAYNE CLAIRMONT	DIRECTOR	3.00	Director	$0	$0	$0
JENNIFER CARSON	DIRECTOR	2.00	Director	$0	$0	$0
JAN BAYS	CHAIR	10.00	Officer	$0	$0	$0
SANDY DOUGLASS	VICE CHAIR	3.00	Officer	$0	$0	$0
CRAIG FOWLER	TREASURER	3.00	Officer	$0	$0	$0
REGINA E SOFER	SECRETARY	2.00	Officer	$0	$0	$0
KAREN LOVE	CEO	40.00	Officer	$96,000	$0	$96,000

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
2022	$329,292	$339,219	$158,347	$-9,927
2021	$276,960	$213,310	$168,274	$63,650
2020	$212,378	$170,669	$104,624	$41,709

DEMENTIA ACTION ALLIANCE