Civic Intelligence

Dementia Alliance of North Carolina Inc

EIN 56-1501117 • 501(c)3 • Raleigh, NC

Profile

Alzheimers north carolina, inc. Is dedicated to providing education, support and services to individuals with alzheimer's disease and related dementias, their families, professional caregivers and the general public while raising awareness and funding for research for a cause and cure.

9131 Anson Way 206Raleigh, NC 27615

www.alznc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

68th percentile

0.16x

Higher debt load relative to assets than 68% of similar nonprofits.

NTEE G • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

65th percentile

0.16x

Higher debt load relative to revenue than 65% of similar nonprofits.

NTEE G • $1M-$5M nonprofits • Source year 2025

Net Margin

65th percentile

20%

Higher net margin than 65% of similar nonprofits.

NTEE G • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

52nd percentile

$95,246

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

NTEE G • $1M-$5M nonprofits • Source year 2025

Asset Growth

77th percentile

21%

Faster asset growth than 77% of similar nonprofits.

NTEE G • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

64th percentile

26%

Faster revenue growth than 64% of similar nonprofits.

NTEE G • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$1,269,726

Up $221,899 (+21%) from 2024

Liabilities

Down

$204,342

Down $55,574 (-21%) from 2024

Net Assets

Up

$1,065,384

Up $277,473 (+35%) from 2024

Operations
Liabilities / Revenue65th percentileNet Margin65th percentile

Revenue

Up

$1,295,758

Up $267,359 (+26%) from 2024

Expenses

Up

$1,031,064

Up $61,550 (+6.3%) from 2024

Net Income

Up

$264,694

Up $205,809 (+350%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $780,936Liabilities 2011: $67,708Net Assets 2011: $713,2282011Assets 2012: $736,611Liabilities 2012: $41,090Net Assets 2012: $695,5212012Assets 2013: $688,334Liabilities 2013: $94,006Net Assets 2013: $594,3282013Assets 2014: $428,883Liabilities 2014: $77,071Net Assets 2014: $351,8122014Assets 2015: $501,300Liabilities 2015: $68,217Net Assets 2015: $433,0832015Assets 2016: $566,606Liabilities 2016: $40,149Net Assets 2016: $526,4572016Assets 2017: $583,965Liabilities 2017: $46,043Net Assets 2017: $537,9222017Assets 2018: $730,115Liabilities 2018: $35,814Net Assets 2018: $694,3012018Assets 2019: $893,383Liabilities 2019: $84,437Net Assets 2019: $808,9462019Assets 2020: $790,391Liabilities 2020: $262,564Net Assets 2020: $527,8272020Assets 2021: $821,877Liabilities 2021: $127,783Net Assets 2021: $694,0942021Assets 2022: $832,392Liabilities 2022: $29,257Net Assets 2022: $803,1352022Assets 2023: $998,521Liabilities 2023: $285,651Net Assets 2023: $712,8702023Assets 2024: $1,047,827Liabilities 2024: $259,916Net Assets 2024: $787,9112024Assets 2025: $1,269,726Liabilities 2025: $204,342Net Assets 2025: $1,065,3842025

Highlighted filing

2025

Assets$1,269,726
Liabilities$204,342
Net Assets$1,065,384
Open 2025 Filing

Operations Trend

Revenue Growth64th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $833,5712011Expenses 2012: $893,4122012Expenses 2013: $877,5922013Revenue 2014: $916,600Expenses 2014: $1,162,663Net Income 2014: -$246,0632014Revenue 2015: $920,587Expenses 2015: $839,795Net Income 2015: $80,7922015Revenue 2016: $947,342Expenses 2016: $835,769Net Income 2016: $111,5732016Revenue 2017: $661,580Expenses 2017: $650,115Net Income 2017: $11,4652017Revenue 2018: $699,682Expenses 2018: $543,303Net Income 2018: $156,3792018Revenue 2019: $509,199Expenses 2019: $653,089Net Income 2019: -$143,8902019Revenue 2020: $569,917Expenses 2020: $816,036Net Income 2020: -$246,1192020Revenue 2021: $585,797Expenses 2021: $635,529Net Income 2021: -$49,7322021Revenue 2022: $872,226Expenses 2022: $737,495Net Income 2022: $134,7312022Revenue 2023: $746,139Expenses 2023: $826,140Net Income 2023: -$80,0012023Revenue 2024: $1,028,399Expenses 2024: $969,514Net Income 2024: $58,8852024Revenue 2025: $1,295,758Expenses 2025: $1,031,064Net Income 2025: $264,6942025

Highlighted filing

2025

Revenue$1,295,758
Expenses$1,031,064
Net Income$264,694
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,269,726
Liabilities
$204,342
Net assets
$1,065,384
Revenue
$1,295,758
Expenses
$1,031,064
Net income
$264,694
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.27$0.20$1.07$1.30$1.03$0.26
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.26$0.79$1.03$0.97$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.29$0.71$0.75$0.83$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.03$0.80$0.87$0.74$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.13$0.69$0.59$0.64$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.26$0.53$0.57$0.82$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.08$0.81$0.51$0.65$0.14
2018Summary only. Only limited summary data is available for this year.$0.73$0.04$0.69$0.70$0.54$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.05$0.54$0.66$0.65$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.57$0.04$0.53$0.95$0.84$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.50$0.07$0.43$0.92$0.84$0.08
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.08$0.35$0.92$1.16$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.09$0.59$0.88
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.04$0.70$0.89
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.07$0.71$0.83
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 10, 2026
Return Version
2024v5.5
Gross Receipts
$1,369,773
Mission and Program Overview

Mission

The organization works to improve the lives of all north carolinians impacted by dementia by providing personalized, north carolina-focused support, education, and resources. Grounded in the belief that every individual affected by dementia deserves meaningful support, optimal quality of life, and hope, the organization engages and empowers individuals, families, and communities. Funded by the community for the community, it advances superior care, comprehensive resources, and ongoing research to help create a future without dementia.

To improve the lives of all north carolinians impacted by dementia, engaging and empowering them through support, education and research.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$553,213$681,996▲ $128,783
Investments in Publicly Traded Securities$235,309$248,087▲ $12,778
Savings and Temporary Cash Investments$49,979$104,971▲ $54,992
Accounts Receivable$3,109$82,879▲ $79,770
Prepaid Expenses and Deferred Charges$16,561$15,690▼ $871
Land, Buildings, and Equipment, Net$3,489$6,481▲ $2,992
Inventories for Sale or Use$629$413▼ $216
Total Assets$1,047,827$1,269,726▲ $221,899
Other Assets Total$185,538$129,209▼ $56,329
Liabilities
Other Liabilities$182,632$132,030▼ $50,602
Accounts Payable and Accrued Expenses$37,889$41,192▲ $3,303
Deferred Revenue$39,395$31,120▼ $8,275
Total Liabilities$259,916$204,342▼ $55,574
Net Assets / Fund Balance
Net Assets With Donor Restrictions$555,930$665,038▲ $109,108
Net Assets Without Donor Restrictions$231,981$400,346▲ $168,365
Total Net Assets Fund Balance$787,911$1,065,384▲ $277,473
Total Liabilities and Net Assets / Fund Balance$1,047,827$1,269,726▲ $221,899

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,481$16,744$23,225
Leasehold Improvements$0$23,000$23,000
Other Land Buildings$0$14,330$14,330
Other Assets Org$114,271--
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather HooperExecutive Director (former)FT$92,472$2,774$95,246

Board Members and Trustees

NameTitle
Tim MurrayChair
Tara LauVice Chair
Adrienne SchutteBoard Member
Andrea Bozoki MdBoard Member
Chris MillerBoard Member
Cris CharbonneauBoard Member
David CreeBoard Member
Kathleen Welsh-bohmer PhdBoard Member
Lynette SomersBoard Member
Michael Cory HowesBoard Member
Randy FraserBoard Member
Sandi MasseyBoard Member
Elizabeth HullenderExecutive Director (interim)
Steven MillerSecretary
Josh ChapinSecretary (24-25)
Dion BennettTreasurer
Eric LarsenTreasurer (former)
Revenue and Support

Revenue Composition

Contributions and Grants
$1,164,852
Program Service Revenue
$178,098
Investment Income
$25,960
Other Revenue
$-73,152
All Other Contributions
$748,322
Change in Net Assets
$264,694

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,296,113
Revenue Not Reported on Financial Statements
$-355
Revenue Not Reported on Form 990
$12,779
Other Revenue Adjustments
$-355
Total Revenue per Audited Statements
$1,308,892
Total Revenue per Form 990
$1,295,758
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$615,408
Other Expenses$298,969
Total Fundraising Expense$135,809
Grants and Similar Amounts Paid$116,687
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$281,252$81,215$60,635$423,102
Current Officers, Directors, Trustees, and Key Employees$68,879$19,890$14,849$103,618
Grants to Domestic Orgs$100,000--$100,000
Fees for Services Other$38,176$29,420$3,996$71,592
Depreciation Depletion$30,562$10,188$10,188$50,938
Other Employee Benefits$26,297$7,594$5,669$39,560
Payroll Taxes$25,427$7,342$5,482$38,251
Travel$22,213$7,405$7,405$37,023
Office Expenses$13,532$5,948$8,800$28,280
Grants to Domestic Individuals$16,687--$16,687
Advertising$7,620$1,270$3,810$12,700
Pension Plan Contributions$7,230$2,088$1,559$10,877
Conferences and Meetings$8,614--$8,614
Fees for Services Accounting$5,534$1,598$1,193$8,325
Information Technology$4,640$1,547$1,547$7,734
Interest$4,534$1,512$1,512$7,558
Insurance-$5,450-$5,450
Fees for Services Legal$276$80$59$415
Other Expenses$293$2,452$2,452$293
Total Functional Expenses$703,905$191,350$135,809$1,031,064

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,031,419
Expenses per Audited Statements$1,031,064
Total Expenses per Form 990$1,031,064
Expenses Not Reported on Form 990$355
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Atrium Health WfbCharlotte, NC-Research$50,000
The University of North Carolina - Chapel HillChapel Hill, NC-Research$50,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$73,444
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk/run$146,439-$18,403-
Gala$113,205-$6,012-
Total Events$416,530-$73,444$-73,444
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$132,030
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is prepared by the association's cpa firm and presented to the executive director, the staff finance officer, and the board treasurer for review. A copy of the draft form 990 is also circulated to the board of directors.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest statements will be signed annually by members of the board of directors and staff and recorded in the minutes of the board of directors and in the policies and procedures manual.”

Form 990, Part VI, Section B, Line 15

“Compensation of the executive director is determined by the board of directors based on qualifications and funding requirements. The executive director has full discretion in the hiring and firing of organization officers; however, she may consult with the board of directors and present need, credentials, and funding requirements. In addition, personnel issues may be brought before the executive committee of the board of directors by the executive director.”

Form 990, Part VI, Section C, Line 19

“Articles of incorporation, bylaws, the policies and procedures manual, the conflict of interest policy, other governing policies, annual audits, and form 990 filings are on file in the finance office and available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Dementia Alliance of North Carolina Inc
EIN
56-1501117
Phone
9198323732
Address
9131 ANSON WAY 206, RALEIGH, NC 27615

Signing Officer

Name
Dion Bennett
Title
Board Treasurer
Phone
9198323732
Signed
2026-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dion Bennett
Formed
1981
Legal Domicile
Nc
Voting Board Members
16
Independent Board Members
16
Employees
10
Volunteers
250

Preparer

Firm
Sharpe Patel CPA
Address
5510 SIX FORKS ROAD SUITE 140, RALEIGH, NC 27609
Preparer
Rebecca Fisher
Phone
7044993893
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The organization is exempt from income taxes under internal revenue code section 501(c)(3) on its exemptfunction income and is classified by the irs as a publicly supported organization. The organization is not aware of any unrelated business income for the years ended june 30, 2025 and 2024. The organization evaluates all uncertain tax positions in accordance with its policy. Under this policy, the organization records a liability for any tax position taken that is beneficial to the organization, including any related interest and penalties, when it is more likely than not that the position would be overturned by a taxing authority upon examination. Management believes there were no such uncertain tax positions as of june 30, 2025 and 2024.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Loss on sale of property and equipment -355.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Loss on sale of property and equipment 355.”

Raw XML AppendixShowing 400 of 617 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.

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IRS990/Desc0PATIENT AND FAMILY SERVICES PROVIDE INDIVIDUAL AND FAMILY COUNSELING TO PERSONS WITH DEMENTIA AND THEIR FAMILIES OR PRIMARY CAREGIVERS, EMERGENCY RESPITE TO FAMILIES WHEN CAREGIVING BECOMES OVERWHELMING OR THERE ARE FAMILY EMERGENCIES, SUPPORT GROUPS FOR INDIVIDUALS WITH DEMENTIA AND THEIR CAREGIVERS, REFERRAL SERVICES, A LENDING LIBRARY OF EDUCATIONAL MATERIALS, AND A NEWSLETTER AND WEBSITE TO KEEP INDIVIDUALS, FAMILIES AND PROFESSIONALS INFORMED OF THE LATEST CAREGIVING AND RESEARCH INFORMATION.
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IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
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IRS990/MissionDesc0THE ORGANIZATION WORKS TO IMPROVE THE LIVES OF ALL NORTH CAROLINIANS IMPACTED BY DEMENTIA BY PROVIDING PERSONALIZED, NORTH CAROLINA-FOCUSED SUPPORT, EDUCATION, AND RESOURCES. GROUNDED IN THE BELIEF THAT EVERY INDIVIDUAL AFFECTED BY DEMENTIA DESERVES MEANINGFUL SUPPORT, OPTIMAL QUALITY OF LIFE, AND HOPE, THE ORGANIZATION ENGAGES AND EMPOWERS INDIVIDUALS, FAMILIES, AND COMMUNITIES. FUNDED BY THE COMMUNITY FOR THE COMMUNITY, IT ADVANCES SUPERIOR CARE, COMPREHENSIVE RESOURCES, AND ONGOING RESEARCH TO HELP CREATE A FUTURE WITHOUT DEMENTIA.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICES
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IRS990/ProgSrvcAccomActy2Grp/Desc0PUBLIC AWARENESS AND EDUCATION PROVIDES 118 EDUCATION CONFERENCES AND WORKSHOPS SERVING OVER 5,500 CAREGIVERS THROUGHOUT THE 100 COUNTIES SERVED. THESE PROGRAMS, FREE TO FAMILIES, INFORM THE PUBLIC AND TRAIN FAMILY AND PROFESSIONAL CAREGIVERS TO COPE WITH MEMORY LOSS AND TO LEARN SKILLS THAT SUPPORT A BETTER QUALITY OF LIFE FOR THEM AND FOR THE DEMENTIA PATIENTS FOR WHOM THEY PROVIDE CARE. THE ACCEPTING THE CHALLENGE TRAINING PROGRAM HAS RECEIVED NATIONAL AND INTERNATIONAL AWARDS AND RECOGNITION FOR ITS CONTENT AND PRESENTATION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0180467
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0178390
IRS990/ProgSrvcAccomActy3Grp/Desc0RESEARCH ADDRESSES IMPORTANT ISSUES THAT RANGE ACROSS A BROAD SPECTRUM OF CONCERNS IN THE FIELD OF DEMENTIA SCIENCE AND CARE, OVER AND ABOVE DEMENTIA RESEARCH THAT SEEKS TO DISCOVER THE BASIC CAUSES, PREVENTION AND CURE OF THESE DISEASES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt097979
IRS990/ProgSrvcAccomActy3Grp/GrantAmt096793
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PUBLIC POLICY ADVOCATES FOR THE RIGHTS OF INDIVIDUALS LIVING WITH DEMENTIA AND THEIR CAREGIVERS THROUGH PUBLIC RELATIONS INITIATIVES, PARTNERSHIP PROGRAMS, COMMUNITY OUTREACH, AND GRASSROOTS ACTIVITIES.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0409694

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