ALZHEIMER'S FAMILY ORGANIZATION INC

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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

1999

Legal Domicile

Principal Officer

KATHLEEN WINTERS

Phone

3526160170

Tax Period

2021-01-01 to 2021-12-31

ALZHEIMER'S FAMILY ORGANIZATION INC, founded in 1999, is a small nonprofit that reported $153K in total revenue in fiscal year 2021. Expenses of $202K exceeded revenue, resulting in a 32% operating deficit.

Mission

TO PROVIDE EDUCATIONAL PROGRAMS SUPPORT SERVICES, AND ASSISTANCE TO CAREGIVERS, FAMILIES, AND INDIVIDUALS WITH ALZHEIMER'S DISEASE AND OTHER DEMENTIA.

Program Service Accomplishments

Program 1

Expenses: $63,420

COMMUNITY SERVICES - 269 PARTICIPANTS. WALK-IN VISITS AND APPOINTMENTS ARE AVAILABLE IN THE MAIN NEW PORT RICHEY OFFICE. MEMORY SCREENINGS, SUPPORT GROUP MEETINGS, EMERGENCY PLACEMENT SERVICES, LEGAL...

Program 2

Expenses: $57,211

EDUCATIONAL ACTIVITIES - 1036 PARTICIPANTS. THROUGHOUT THE EIGHT COUNTY SERVICE AREA IN FLORIDA: SEMINARS, CARE GIVER DAYS, STRESS BUSTER EVENTS, HEALTH FAIR PARTICIPATION, SPEAKER BUREAU SERVICES, A NEWSLETTER (PUBLISHED QUARTERLY), AND EDUCATIONAL BOOKS ARE AVAILABLE TO THE GENERAL PUBLIC. IN ADDITION, STATE CERTIFIED TRAINERS ARE PROVIDED TO MEET MANDATED CERTIFICATION FOR PROFESSIONAL CARE GIVERS.

Program 3

Expenses: $40,662

RESPITE CARE REIMBURSEMENT - 1 PARTICIPANTS. IN ORDER FOR THE PRIMARY CAREGIVER, OFTEN AN ELDERLY SPOUSE WHO HAS LITTLE OR NO FAMILY ASSISTANCE, TO FREE UP TIME FOR PERSONAL NEEDS AND STRESS RELIEF...

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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 (2021)

Revenue Breakdown

Contributions & Grants $72,574

Program Service Revenue $43,015

Investment Income $0

Other Revenue $37,588

TOTAL REVENUE $153,177

Expense Breakdown

Grants Paid $0

Salaries & Benefits $170,135

Fundraising Expenses $31,023

Program Expenses $161,293

Other Expenses $32,139

TOTAL EXPENSES $202,274

Year-over-Year Comparison

	2021	2020	Change
Revenue	$153,177	$156,942	0.0%
Expenses	$202,274	$360,540	-0.4%
Net Income	$-49,097	$-203,598	-0.8%

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

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
LORI WILSON	PRESIDENT	N/A	Officer Director	$0	$0	$0
BILL TUTTLE	VICE PRESIDE	N/A	Officer	$0	$0	$0
TYLER BOROWSKI	TREASURER	N/A	Officer Director	$0	$0	$0
ALEXANDER POWELL	SECRETARY	N/A	Officer Director	$0	$0	$0
KATHLEEN WINTERS	EXECUTIVE DI	N/A	Director	$0	$0	$0
RON FRANCIS	MEMBER	N/A	Director	$0	$0	$0
MICHAEL BENETTO	MEMBER	N/A	Director	$0	$0	$0
BOBBI MILLER	MEMBER	N/A	Director	$0	$0	$0
ED SPINKS	MEMBER	N/A	Director	$0	$0	$0
DR MARY STEDMAN	MEMBER	N/A	Director	$0	$0	$0
SHARON DONCOURT	MEMBER	N/A	Director	$0	$0	$0
PEG PICKETT	MEMBER	N/A	Director	$0	$0	$0
MARY DARLING	MEMBER	N/A	Director	$0	$0	$0
TERI OSTEEN	MEMBER	N/A	Director	$0	$0	$0
ROB MUSTACHIE	MEMBER	N/A	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
2021	$153,177	$202,274	$3,840	$-49,097
2020	$156,942	$360,540	$60,238	$-203,598
2019	$340,010	$332,140	$208,019	$7,870
2018	$152,396	$347,944	$206,752	$-195,548