2026-02-16T13:55:07-06:00 2025-06-30 844233121 SHARPE PATEL CPA 5510 SIX FORKS ROAD SUITE 140 RALEIGH NC 27609 990 2024-07-01 561501117 DEMENTIA ALLIANCE OF NORTH CAROLINA INC DEME 9198323732 9131 ANSON WAY 206 RALEIGH NC 27615 DION BENNETT BOARD TREASURER 9198323732 2026-02-10 1 1 REBECCA FISHER P01690017 7044993893 2026-02-10 2024 2025-03-06 01:10:19Z DION BENNETT 9131 ANSON WAY 206 RALEIGH NC 27615 1369773 0 X WWW.DEMENTIANC.ORG X 1981 NC TO IMPROVE THE LIVES OF ALL NORTH CAROLINIANS IMPACTED BY DEMENTIA, ENGAGING AND EMPOWERING THEM THROUGH SUPPORT, EDUCATION AND RESEARCH. 16 16 10 250 0 0 716153 1164852 201198 178098 15179 25960 95869 -73152 1028399 1295758 116266 116687 0 0 544225 615408 0 0 135809 309023 298969 969514 1031064 58885 264694 1047827 1269726 259916 204342 787911 1065384 X 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. 0 0 341626 19894 PATIENT 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. 180467 178390 PUBLIC 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. 97979 96793 RESEARCH 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. 83833 PUBLIC POLICY ADVOCATES FOR THE RIGHTS OF INDIVIDUALS LIVING WITH DEMENTIA AND THEIR CAREGIVERS THROUGH PUBLIC RELATIONS INITIATIVES, PARTNERSHIP PROGRAMS, COMMUNITY OUTREACH, AND GRASSROOTS ACTIVITIES. 83833 703905 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X X X LYNNE HICKS 9198323732 9131 ANSON WAY 206 RALEIGH NC 27615 TIM MURRAY CHAIR 10.00 X 0 0 0 TARA LAU VICE CHAIR 5.00 X 0 0 0 DION BENNETT TREASURER 5.00 X 0 0 0 ERIC LARSEN TREASURER (FORMER) 5.00 X 0 0 0 STEVEN MILLER SECRETARY 5.00 X 0 0 0 JOSH CHAPIN SECRETARY (24-25) 5.00 X 0 0 0 DAVID CREE BOARD MEMBER 5.00 X 0 0 0 RANDY FRASER BOARD MEMBER 5.00 X 0 0 0 LYNETTE SOMERS BOARD MEMBER 5.00 X 0 0 0 ANDREA BOZOKI MD BOARD MEMBER 5.00 X 0 0 0 KATHLEEN WELSH-BOHMER PHD BOARD MEMBER 5.00 X 0 0 0 MICHAEL CORY HOWES BOARD MEMBER 5.00 X 0 0 0 ADRIENNE SCHUTTE BOARD MEMBER 5.00 X 0 0 0 CHRIS MILLER BOARD MEMBER 5.00 X 0 0 0 CRIS CHARBONNEAU BOARD MEMBER 5.00 X 0 0 0 SANDI MASSEY BOARD MEMBER 5.00 X 0 0 0 HEATHER HOOPER EXECUTIVE DIRECTOR (FORMER) 40.00 X 92472 0 2774 ELIZABETH HULLENDER EXECUTIVE DIRECTOR (INTERIM) 40.00 X 0 0 0 92472 0 2774 0 0 0 0 0 416530 748322 1164852 PROGRAM SERVICES 900099 178098 178098 178098 26315 26315 355 -355 -355 -355 0 416530 73444 -73444 -73444 508 216 292 292 1295758 178390 0 -47484 100000 100000 16687 16687 103618 68879 19890 14849 423102 281252 81215 60635 10877 7230 2088 1559 39560 26297 7594 5669 38251 25427 7342 5482 415 276 80 59 8325 5534 1598 1193 71592 38176 29420 3996 12700 7620 1270 3810 28280 13532 5948 8800 7734 4640 1547 1547 37023 22213 7405 7405 8614 8614 7558 4534 1512 1512 50938 30562 10188 10188 5450 5450 MISCELLANEOUS 32482 19478 6351 6653 MUSIC & MEMORY EXPENSE 15306 15306 EQUIP RENTAL & MAINT. 12259 7355 2452 2452 EDU PRODUCTS & SCVS. 293 293 1031064 703905 191350 135809 553213 681996 49979 104971 3109 82879 629 413 16561 15690 60555 54074 3489 6481 235309 248087 185538 129209 1047827 1269726 37889 41192 39395 31120 182632 132030 259916 204342 X 231981 400346 555930 665038 787911 1065384 1047827 1269726 264694 12779 0 X 0 1 X 1 0 X 409694 774380 612968 716153 1164852 3678047 409694 774380 612968 716153 1164852 3678047 1064641 2613406 1996 7871 7321 15179 26315 58682 3736729 508 0.69940 0.71860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23000 23000 0 23225 16744 6481 14330 14330 0 6481 SECURITY DEPOSITS 3835 ACCRUED INCOME 11103 RIGHT OF USE LEASE ASSET NET OF AMORTIZATION 114271 129209 LEASE LIABILITY 132030 132030 X 1308892 12779 12779 1296113 -355 -355 1295758 1031419 355 355 1031064 0 1031064 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. WALK/RUN 146439 146439 3860 16 3465 18403 GALA 113205 113205 19929 1907 6012 12 156886 156886 19852 416530 416530 23789 16 5372 44267 73444 -73444 1 THE UNIVERSITY OF NORTH CAROLINA - CHAPEL HILL 170 MANNING DRIVE HOUPT BUILDING CB 7025 CHAPEL HILL NC 27599 566001393 50000 0 RESEARCH ATRIUM HEALTH WFB PO BOX 604096 CHARLOTTE NC 282604096 510190238 50000 0 RESEARCH 2 CAREGIVER ASSISTANCE RESPITE FUND 36 16687 PART I, LINE 2: GRANT RECIPIENTS ARE REQUIRED TO SUBMIT AN APPLICATION FOR ASSISTANCE. ONCE A GRANT IS AWARDED, RECIPIENTS MUST SUBMIT TIMESHEETS DOCUMENTING ALL HOURS OF RESPITE SERVICES USED IN ORDER TO RECEIVE REIMBURSEMENT. 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.