Civic Intelligence

Alzheimers & Dementia Society

990EZ • Fiscal year 2013 • EIN 45-5072504

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 07, 2014

1490 East Foremaster Drive Bldg B84790

(435) 319-0407

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

91st percentile

47%

Higher net margin than 91% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

94th percentile

143%

Faster asset growth than 94% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

90th percentile

77%

Faster revenue growth than 90% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Flat

$35,652

Flat from 2013

Net Assets

$35,652

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$44,548

Flat from 2013

Expenses

Flat

$23,542

Flat from 2013

Net Income

Flat

$21,006

Flat from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2012: $14,646Liabilities 2012: $02012Assets 2013: $35,652Net Assets 2013: $35,6522013Assets 2013: $35,652Liabilities 2013: $02013Assets 2014: $60,870Net Assets 2014: $60,8702014Assets 2015: $69,481Liabilities 2015: $5,122Net Assets 2015: $64,3592015Assets 2016: $89,945Liabilities 2016: $5,166Net Assets 2016: $84,7792016Assets 2017: $82,169Liabilities 2017: $7,012Net Assets 2017: $75,1572017Assets 2018: $102,583Liabilities 2018: $7302018Assets 2019: $106,790Liabilities 2019: $1,456Net Assets 2019: $105,3342019Assets 2020: $97,275Liabilities 2020: $20,800Net Assets 2020: $76,4752020Assets 2021: $233,867Liabilities 2021: $0Net Assets 2021: $233,8672021Assets 2022: $304,057Liabilities 2022: $0Net Assets 2022: $304,0572022

Highlighted filing

2013

Assets$35,652
Liabilities-
Net Assets$35,652

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2012: $25,181Expenses 2012: $10,535Net Income 2012: $14,6462012Revenue 2013: $44,548Expenses 2013: $23,542Net Income 2013: $21,0062013Revenue 2013: $44,548Expenses 2013: $23,542Net Income 2013: $21,0062013Revenue 2014: $76,278Expenses 2014: $51,060Net Income 2014: $25,2182014Revenue 2015: $79,339Expenses 2015: $74,571Net Income 2015: $4,7682015Revenue 2016: $109,430Expenses 2016: $89,009Net Income 2016: $20,4212016Revenue 2017: $120,548Expenses 2017: $130,170Net Income 2017: -$9,6222017Revenue 2018: $142,102Expenses 2018: $115,406Net Income 2018: $26,6962018Revenue 2019: $155,717Expenses 2019: $151,509Net Income 2019: $4,2082019Revenue 2020: $123,033Expenses 2020: $151,892Net Income 2020: -$28,8592020Revenue 2021: $338,856Expenses 2021: $181,464Net Income 2021: $157,3922021Revenue 2022: $332,464Expenses 2022: $262,274Net Income 2022: $70,1902022

Highlighted filing

2013

Revenue$44,548
Expenses$23,542
Net Income$21,006
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 7, 2014
Return Version
2013v3.1
Gross Receipts
$44,548
Mission and Program Overview

Mission

To reduce isolation and increase wellness for individuals with dementia and their cargivers through activities, support, education, and consultations.

To empower individuals, families and communities with resource connections, education and support to help and strengthen all affected by alzheimer's and dementia.

Program Services

DescriptionGrantsExpenses
TO EMPOWER INDIVIDUALS, FAMILIES AND COMMUNITIES WITH RESOURCE CONNECTIONS, EDUCATION AND SUPPORT TO HELP AND STRENGTHEN ALL AFFECTED BY ALZHEIMER'S AND DEMENTIA.-$19,047
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUANN LUNDQUISTPresidentFT$0--
KURT B LUNDQUISTVice PresidePT$0--
MITZI POLLOCK SULLIVANSecretaryPT$0--
THOMAS ADAMSTreasurerPT$0--
Filing and Contact Details

Filer

EIN
45-5072504
Phone
4353190407

Signing Officer

Name
Luann Lundquist
Title
President
Phone
4353190407
Signed
2014-07-07
Discuss with paid preparer
Yes

Preparer

Preparer
Morris J Peacock CPA
Phone
4356283663
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising 2,492 supplies 14,440 travel expense 2,445 conferences 170 outside contract services 1,048 miscellaneous 1,085 business registration fee 20 in-kind donations 740 total 22,440

Form 990-ez, Part III

To empower individuals, families and communities with resource connections, education and support to help and strengthen all affected by alzheimer's and dementia.

Raw XML Appendix130 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0LUANN LUNDQUIST
CompensationExplanation/CompensationExplanationGrp/PersonNm1KURT B LUNDQUIST
CompensationExplanation/CompensationExplanationGrp/PersonNm2MITZI POLLOCK SULLIVAN
CompensationExplanation/CompensationExplanationGrp/PersonNm3THOMAS ADAMS
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MAGGIE LADUCCA
IRS990EZ/BooksInCareOfDetail/PhoneNum04353190407
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101490 EAST FOREMASTER DRIVE BLDG B
IRS990EZ/BooksInCareOfDetail/USAddress/City0ST GEORGE
IRS990EZ/BooksInCareOfDetail/USAddress/State0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode084790
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014646
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035652
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt030745
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021006
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0674
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014646
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035652
IRS990EZ/GrossReceiptsAmt044548
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt012
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014646
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035652
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014646
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035652
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LUANN LUNDQUIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KURT B LUNDQUIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MITZI POLLOCK SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THOMAS ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022440
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO EMPOWER INDIVIDUALS, FAMILIES AND COMMUNITIES WITH RESOURCE CONNECTIONS, EDUCATION AND SUPPORT TO HELP AND STRENGTHEN ALL AFFECTED BY ALZHEIMER'S AND DEMENTIA.
IRS990EZ/PrintingPublicationsPostageAmt0428
IRS990EZ/ProgramServiceRevenueAmt013791
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO EMPOWER INDIVIDUALS, FAMILIES AND COMMUNITIES WITH RESOURCE CONNECTIONS, EDUCATION AND SUPPORT TO HELP AND STRENGTHEN ALL AFFECTED BY ALZHEIMER'S AND DEMENTIA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019047
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023542
IRS990EZ/TotalProgramServiceExpensesAmt019047
IRS990EZ/TotalRevenueAmt044548
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ALZSOCIETY.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt030745
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt024740
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt055485
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt013803
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt055485
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt030745
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt024740
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt055485
IRS990ScheduleA/TotalSupportAmt055485
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 2,492 SUPPLIES 14,440 TRAVEL EXPENSE 2,445 CONFERENCES 170 OUTSIDE CONTRACT SERVICES 1,048 MISCELLANEOUS 1,085 BUSINESS REGISTRATION FEE 20 IN-KIND DONATIONS 740 TOTAL 22,440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO EMPOWER INDIVIDUALS, FAMILIES AND COMMUNITIES WITH RESOURCE CONNECTIONS, EDUCATION AND SUPPORT TO HELP AND STRENGTHEN ALL AFFECTED BY ALZHEIMER'S AND DEMENTIA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LUANN LUNDQUIST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04353190407
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10ALZHEIMERS & DEMENTIA SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0ALZH
ReturnHeader/Filer/EIN0455072504
ReturnHeader/Filer/PhoneNum04353190407
ReturnHeader/Filer/USAddress/AddressLine101490 EAST FOREMASTER DRIVE BLDG B
ReturnHeader/Filer/USAddress/City0ST GEORGE
ReturnHeader/Filer/USAddress/State0UT
ReturnHeader/Filer/USAddress/ZIPCode084790
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870492866
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HINTONBURDICK PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1063 SOUTH 300 EAST STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ST GEORGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0847702948
ReturnHeader/PreparerPersonGrp/PhoneNum04356283663
ReturnHeader/PreparerPersonGrp/PreparationDt02014-07-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MORRIS J PEACOCK CPA
ReturnHeader/ReturnTs02014-08-13T09:58:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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Filings