2024-09-20T07:15:30-05:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 450672514 USAGAINSTALZHEIMER'S USAG 2024105199 5614 CONNECTICUT AVE NW 288 WASHINGTON DC 20015 RUSSELL PAULSEN COO 2024105199 2024-09-20 1 0 ELIZABETH W HELLER P00397829 3019519090 2023 2024-08-08 14:25:15Z RUSSELL PAULSEN 5614 CONNECTICUT AVE NW 288 WASHINGTON DC 20015 8981482 0 X WWW.USAGAINSTALZHEIMERS.ORG X 2011 DC SEE PART III, LINE 1. 7 6 17 20 0 0 8346783 7907949 1000810 538163 24991 322891 286 -233600 9372870 8535403 152000 181900 0 0 2760206 2811201 0 0 941045 6031694 5157859 8943900 8150960 428970 384443 8800859 8989940 490578 295216 8310281 8694724 X USAGAINSTALZHEIMER'S IS ENGAGED IN A RELENTLESS PURSUIT TO END ALZHEIMER'S, THE SIXTH LEADING KILLER IN AMERICA. OUR WORK CENTERS ON PREVENTION, EARLY DETECTION AND DIAGNOSIS, AND ACCESS TO TREATMENTS ALL REGARDLESS OF GENDER, RACE, OR ETHNICITY. (CONTINUED ON SCH O)SINCE MOST ALZHEIMER'S PATIENTS ARE WOMEN, LATINOS, AND BLACK PEOPLE, ALL OUR WORK IS DONE WITH EQUITY IN MIND, SO THAT WE ADDRESS THE NEEDS OF THE PEOPLE MOST HEAVILY IMPACTED BY THE DISEASE. TO ACHIEVE OUR MISSION, WE GIVE VOICE TO PATIENTS AND CAREGIVERS WHILE PARTNERING WITH GOVERNMENT, SCIENTISTS, THE PRIVATE SECTOR, AND ALLIED ORGANIZATIONS -- THE PEOPLE WHO PUT THE "US" IN USAGAINSTALZHEIMER'S. 0 0 6521467 181900 538163 USAGAINSTALZHEIMER'S HAS WORKED ACROSS SECTORS TO ACHIEVE IMPORTANT MILESTONES, INCLUDING:- CONDUCTING THE BRAIN HEALTH ACADEMY (BHA), A SERIES OF FREE, EVIDENCE-BASED COURSES TO EQUIP HEALTHCARE AND WELLNESS PROVIDERS WITH THE KNOWLEDGE AND RESOURCES TO HELP PEOPLE REDUCE THE RISK OF DEMENTIA AND ALZHEIMER'S. THERE WERE NEARLY 7,000 COURSE COMPLETIONS IN 2023.- FACILITATING RESEARCH ON WHAT MATTERS MOST TO PEOPLE LIVING WITH THE DISEASE AND THEIR CAREGIVERS THAT CAN BE USED TO INFORM DRUG DEVELOPMENT AND POLICY ACTIONS. - HELPING NEARLY AN ADDITIONAL 66,770 PEOPLE TAKE CHARGE OF THEIR BRAIN HEALTH THROUGH BRAINGUIDE, OUR FIRST-OF-ITS-KIND (CONTINUED ON SCH O)PLATFORM THAT EMPOWERS PEOPLE WITH KNOWLEDGE AND RESOURCES TO TAKE THE BEST NEXT STEPS IN MANAGING THEIR OWN OR A LOVED ONE'S BRAIN HEALTH. - THROUGH OUR CENTER FOR BRAIN HEALTH EQUITY, REACHED 450,000 BLACK AND LATINO PEOPLE THROUGH A TAILORED BRAIN HEALTH COMMUNICATIONS CAMPAIGN ABOUT BRAIN HEALTH.- PRIORITIZING THE CHANGE (CONCENTRATING ON HIGH-VALUE ALZHEIMER'S NEEDS TO GET TO AN END) ACT IN CONGRESS, STRESSING THE HUGE IMPACT THE CHANGE ACT WOULD HAVE IN ENCOURAGING EARLY ASSESSMENT AND DIAGNOSIS OF ALZHEIMER'S DISEASE AND RELATED DEMENTIAS.- ENGAGING THE PRIVATE SECTOR IN AN EFFORT TO REDUCE THE RISK OF DEMENTIA AMONG THEIR WORKFORCE, CUSTOMERS, AND COMMUNITIES. 6521467 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 49 0 1 17 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X X RUSSELL PAULSEN 2024105199 5614 CONNECTICUT AVE NW 288 WASHINGTON DC 20015 X MERYL COMER FOUNDING BOARD MEMBER (SEE SCH. O) 40.00 0.00 X 200000 0 0 GEORGE VRADENBURG CHAIRMAN 10.00 0.00 X X 0 0 0 SHAWN TAYLOR TREASURER 2.00 0.00 X X 0 0 0 KAREN SEGAL SECRETARY 4.00 0.00 X X 0 0 0 GREG O'BRIEN BOARD MEMBER 1.00 0.00 X 0 0 0 PAUL HOGAN BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN DWYER BOARD MEMBER 1.00 0.00 X 0 0 0 RUSSELL PAULSEN CHIEF OPERATING OFFICER (SEE SCH O) 39.00 0.00 X 312917 0 13802 LYNN CRONEBERGER CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 219313 0 21684 STEPHANIE MONROE VP AND SR ADVISOR, HEALTH EQUITY 40.00 0.00 X 197438 0 9717 MICHAEL CLEARY CHIEF FINANCIAL OFFICER 38.00 0.00 X 186794 0 19748 JON SUMMERS CHIEF COMMUNICATIONS OFFICER 40.00 0.00 X 189703 0 9981 KELLY O'BRIEN PREVENTION 40.00 0.00 X 168483 0 6383 1474648 0 81315 12 0 1 0 FAEGRE DRINKER BIDDLE & REATH LLP 2200 WELLS FARGO CENTER MINNEAPOLIS MN 55402 PROGRAM STRATEGY/MGMT 1144839 RTI HEALTH SOLUTIONS 2920 PARKLAWN CT HERNDON VA 20171 PROGRAM CONSULTING/RESEARCH 564824 HIGH LANTERN GROUP 685 THIRD AVE 22ND FLOOR NEW YORK NY 10017 PROGRAM STRATEGY/MGMT 560227 GMMB INC 3050 K ST NW SUITE 100 WASHINGTON DC 20007 COMMUNICATIONS & SOCIAL MEDIA 538449 VIRTUSA CORPORATION 132 TURNPIKE ROAD STE 300 SOUTHBOROUGH MA 01772 INFORMATION TECHNOLOGY 419170 8 303507 363004 7241438 169247 7907949 PROGRAM SERVICE REVENU 900099 538163 538163 538163 325816 325816 162193 165118 -2925 -2925 -2925 27080 303507 280961 -253881 -253881 OTHER REVENUE 900099 20281 20281 20281 8535403 538163 0 89291 X 159900 159900 22000 22000 504583 458896 45687 1945462 965306 357505 622651 94281 50315 17280 26686 106875 57035 19589 30251 160000 85386 29326 45288 95136 95136 99683 25054 49575 25054 3612187 3552872 59315 60000 60000 64398 23064 34174 7160 542595 474054 11492 57049 335630 302040 4796 28794 257823 250725 7098 12167 12167 PAYROLL FEES 62884 33559 11526 17799 STATE REGISTRATION FEES 13138 13138 MISCELLANEOUS 2218 1261 195 762 8150960 6521467 688448 941045 3431402 443040 4790850 8140883 459879 265140 36035 140877 82693 8800859 8989940 490578 295216 490578 295216 X 2625192 2995387 5685089 5699337 8310281 8694724 8800859 8989940 384443 0 X 0 1 X 1 0 X 8043581 9039675 10826065 8346783 7907949 44164053 8043581 9039675 10826065 8346783 7907949 44164053 14776960 29387093 10758 2172 557 23745 325816 363048 4980 20281 25261 44552362 4067405 0.65960 0.69440 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 8535403 0 8535403 0 8535403 8150960 0 8150960 0 8150960 EUROPE 0 0 PROGRAM SERVICES CONVENING IN LAUSANNE, SWITZERLAND WITH CROSS SECTOR ALZHEIMER'S STAKEHOLDERS FROM AROUND THE WORLD. EVENT IN AMSTERDAM, THE NETHERLANDS AT THE AAIC CONFERENCE. 122061 0 0 0 0 0 0 122061 0 122061 0 0 0 0 0 0 BRAIN HEALTH BASH 134961 116661 18300 23058 75248 8270 149095 NOGALAGALA 90349 89329 1020 7460 125 1 105277 97517 7760 14512 3193 330587 303507 27080 23058 97220 8270 152413 280961 -253881 1 ALZHEIMER'S DRUG DISCOVERY FOUNDATION 57 WEST 57TH STREET SUITE 904 NEW YORK NY 10019 201082179 501(C)(3) 15000 0 EVENT SPONSORSHIP RESEARCH AMERICA 241 18TH ST NW SOUTH 501 ARLINGTON VA 22202 521609875 501(C)(3) 15000 0 EVENT SPONSORSHIP BRIGHTFOCUS FOUNDATION 22512 GATEWAY CENTER DR CLARKSBURG MD 20871 277337229 501(C)(3) 10000 0 EVENT SPONSORSHIP ALLIANCE FOR AGING RESEARCH 1700 K STREET NW WASHINGTON DC 20006 541379174 501(C)(3) 74000 0 SPONSORSHIP TO SUPPORT A SURVEY (CED) AMERICAN SOCIETY ON AGING 575 MARKET STREET SUITE 2100 SAN FRANCISCO CA 94105 942292868 501(C)(3) 34500 0 SPONSORSHIP TO SUPPORT WEBINARS ON BRAIN HEALTH CARINGKIND 360 LEXINGTON AVE FL NEW YORK NY 10017 133277408 501(C)(3) 10000 0 EVENT SPONSORSHIP 6 0 BRAIN HEALTH ACADEMY NURSE FELLOWSHIP GRANT 12 22000 PART I, LINE 2: EVENT SPONSORSHIPS WERE NOT MONITORED AFTER AWARD. USA2 HAD REPRESENTATIVES ATTEND THE EVENTS. GENERAL SUPPORT GRANTS ARE MONITORED VIA PROGRESS REPORTS AND IN-PERSON MEETINGS TO DISCUSS RESEARCH FINDINGS. BRAIN HEALTH ACADEMY NURSE FELLOWS WERE REQUIRED TO COMPLETE LEADERSHIP TRAINING PROVIDED BY USA2 AND PARTICIPATE IN COMMUNITY EVENTS. X X X X 0 0 0 0 0 0 0 1 0 RUSSELL PAULSEN CHIEF OPERATING OFFICER (SEE SCH O) 285417 0 27500 0 0 0 12725 0 1077 0 326719 0 0 0 LYNN CRONEBERGER CHIEF DEVELOPMENT OFFICER 219313 0 0 0 0 0 9844 0 11840 0 240997 0 0 0 STEPHANIE MONROE VP AND SR ADVISOR, HEALTH EQUITY 197438 0 0 0 0 0 8653 0 1064 0 207155 0 0 0 MICHAEL CLEARY CHIEF FINANCIAL OFFICER 186794 0 0 0 0 0 8205 0 11543 0 206542 0 0 0 MERYL COMER FOUNDING BOARD MEMBER (SEE SCH. O) 200000 0 0 0 0 0 0 0 0 0 200000 0 0 0 JON SUMMERS CHIEF COMMUNICATIONS OFFICER 189703 0 0 0 0 0 8387 0 1594 0 199684 0 0 0 KELLY O'BRIEN PREVENTION 168483 0 0 0 0 0 5319 0 1064 0 174866 0 0 0 PART I, LINE 7 RUSSELL PAULSEN, COO, RECEIVED A MERIT-BASED BONUS PAYMENT OF $27,500 DURING 2023. X 7 165090 FMV X CREDIT CARD POINTS USED FOR TRAVEL. 0 4157 CONVERSION BASED ON 0 0 0 0 PART I, COLUMN (B): THIS COLUMN REPORTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY ONE OF THE DIRECTORS AND THE CHIEF FINANCIAL OFFICER. A COPY OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS THAT EACH HE/SHE: A. HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS THAT THE ORGANIZATION IS A NON-PROFIT PUBLIC BENEFIT CORPORATION AND, IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE LEAVES THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION IS DISCUSSED WITH THE BOARD CHAIRMAN, WHO USES INFORMATION FROM A REVIEW OF COO COMPENSATION AT OTHER NON-PROFITS, AND A PERFORMANCE REVIEW IS CONDUCTED. THE COMPENSATION IS THEN APPROVED BY THE BOARD WHEN IT APPROVES THE BUDGET. THE MOST RECENT COMPENSATION REVIEW TOOK PLACE IN DECEMBER 2021. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, LINE 1: USAGAINSTALZHEIMER'S (USA2) AND USAGAINSTALZHEIMER'S ACTION (USA2ACTION), AN UNRELATED ORGANIZATION FOR TAX PURPOSES, HAVE ENTERED INTO A COST-SHARING ARRANGEMENT UNDER WHICH USA2ACTION REIMBURSES USA2 FOR USA2ACTION'S ALLOCABLE SHARE OF THE COMPENSATION OF CERTAIN EMPLOYEES FOR SERVICES PROVIDED TO USA2ACTION. PURSUANT TO THIS AGREEMENT, USA2ACTION REIMBURSED USA2 FOR ITS SHARE OF OFFICER COMPENSATION AS FOLLOWS: RUSSELL PAULSEN: $11,282 FORM 990, PART VII, LINE 1: MERYL COMER RECEIVED COMPENSATION FOR HER WORK AS A SENIOR PROJECT ADVISOR. HER COMPENSATION IS UNRELATED TO HER DUTIES AS A BOARD MEMBER. FORM 990, PART IX, LINE 11G COMMUNICATIONS: PROGRAM SERVICE EXPENSES 454,198. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 454,198. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 52,053. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 59,315. TOTAL EXPENSES 111,368. PROGRAM MGT STRATEGY: PROGRAM SERVICE EXPENSES 1,524,576. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,524,576. PROJECT FUNDS: PROGRAM SERVICE EXPENSES 1,522,045. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,522,045. FORM 990, PART IX, LINE 11G: FOR MANY SERVICES, USA2 CONTRACTS WITH FIRMS TO PROVIDE CORE CAPACITIES, INCLUDING POLICY/LEGISLATIVE AFFAIRS, COMMUNICATIONS AND MEDIA, DIGITAL MARKETING, AND PROGRAM MANAGEMENT. ADEA LLC 5614 CONNECTICUT AVE NW 288 WASHINGTON DC 20015 932019066 CREATE A PATIENT-FOCUSED LEARNING SYSTEM LEVERAGING REAL-WORLD HEALTH DATA DC 0 0 USAGAINSTALZHEIMER'S ALZHEIMERS DISEASE EVIDENCE ACCELERATOR INC 5614 CONNECTICUT AVE NW 288 WASHINGTON DC 20015 932101228 CREATE A PATIENT-FOCUSED LEARNING SYSTEM LEVERAGING REAL-WORLD HEALTH DATA DC 501(C)(3) LINE 7 USAGAINSTALZHEIMER'S 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0