2024-10-29T12:41:43-05:00 2023-12-31 580692043 MAULDIN & JENKINS LLC 200 GALLERIA PKWY SE STE 1700 ATLANTA GA 303395946 990 2023-01-01 050577683 LEWY BODY DEMENTIA ASSOCIATION INC LEWY 4049356444 912 KILLIAN HILL ROAD SW LILBURN GA 30047 ALLISON FELDMAN EXECUTIVE DIRECTOR 4049356444 2024-10-28 1 1 ALEISA HOWELL P00936721 7709558600 2024-10-28 2023 2024-10-15 13:58:12Z ALLISON FELDMAN 912 KILLIAN HILL ROAD SW LILBURN GA 30047 3697505 0 X WWW.LBDA.ORG X 2003 SC THROUGH OUTREACH, EDUCATION, AND RESEARCH, WE SUPPORT THOSE AFFECTED BY LEWY BODY DEMENTIAS. 10 10 23 9 0 0 4151470 2932041 0 447476 32517 254372 0 7673 4183987 3641562 223500 323296 0 0 1539711 1867164 3350 3750 199851 882227 861584 2648788 3055794 1535199 585768 7321282 8179993 222160 222751 7099122 7957242 X THROUGH OUTREACH, EDUCATION, AND RESEARCH, WE SUPPORT THOSE AFFECTED BY LEWY BODY DEMENTIAS. 1 0 2387472 323296 LEWY BODY DEMENTIA ASSOCIATION, INC. (LBDA) PROVIDES INFORMATION ON LEWY BODY DEMENTIAS TO CAREGIVERS, FAMILIES, PROFESSIONALS, AND THE GENERAL PUBLIC, AND ENCOURAGES SCIENTIFIC ADVANCEMENTS. LBDA PROGRAMS INCLUDE A NATIONAL SUPPORT GROUP NETWORK, EXTENSIVE WEBSITE AND ONLINE COMMUNITIES, EMAIL AND TOLL FREE TELEPHONE HELP LINES, AND INFORMATION PACKETS AND BROCHURES. LBDA REPRESENTATIVES ATTEND SCIENTIFIC CONFERENCES, HOST EXHIBITS AT NATIONAL MEDICAL CONFERENCES, AND SUPPORT THE LBDA SCIENTIFIC ADVISORY COUNCIL. THROUGH LBDA'S RESEARCH CENTERS OF EXCELLENCE GRANT PROGRAM, LBDA HELPS FUND ACADEMIC RESEARCH CENTERS DELIVERING CLINICAL CARE, OUTREACH, AND EDUCATION OF PUBLIC AND PROFESSIONALS. 76888 447476 IN FURTHERANCE OF ITS MISSION TO SUPPORT THOSE WITH LBD, CAREGIVERS, AND RESEARCH RELATED TO THE DISEASE, THE ASSOCIATION ENTERS INTO CONTRACTS WITH OUTSIDE ENTITIES TO ASSIST THEM WITH EDUCATION, SUPPORT, SURVEYS, EMAIL CAMPAIGNS AND RESEARCH EFFORTS ADDRESSING THE DISEASE. 2464360 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA SC X X THE ORGANIZATION 4049356444 912 KILLIAN HILL ROAD SW LILBURN GA 30047 SHANNON MCCARTY-CAPLAN PRESIDENT 2.00 X X 0 0 0 MARSHALL CANNON CO-VICE PRESIDENT 2.00 X X 0 0 0 ANDY MATTEIS CO-VICE PRESIDENT 2.00 X X 0 0 0 SARAH SUNG SECRETARY 2.00 X X 0 0 0 ROGER BEAN TREASURER 2.00 X X 0 0 0 ANITHA RAO MD MEMBER 2.00 X 0 0 0 RODNEY WITCHER MEMBER 2.00 X 0 0 0 ANGELA LUNDE MEMBER 2.00 X 0 0 0 CARLA ABDELNOUR MEMBER 2.00 X 0 0 0 JEFFREY JACOB MEMBER 2.00 X 0 0 0 ALLISON FELDMAN EXECUTIVE DIRECTOR 40.00 X 217028 0 6632 ANGELA TAYLOR VICE PRESIDENT OF STRATEGIC INITIATIVES 40.00 X 149328 0 4548 IAN RICHARD VICE PRESIDENT OF DEVELOPMENT 40.00 X 128310 0 3538 JULIA WOOD DIRECTOR OF PROFESSIONAL & COMMUNITY EDUCATION 40.00 X 105429 0 0 KEITH FARGO DIRECTOR OF SCIENTIFIC INITIATIVES 40.00 X 173405 0 4038 773500 0 18756 5 0 1 0 0 2932041 2932041 FEE FOR SERVICE 900099 447476 447476 447476 178647 178647 131668 55943 75725 75725 75725 1748 0 1748 1748 REFUNDS AND REBATES 900099 5925 5925 5925 3641562 447476 0 262045 323296 323296 223660 199131 12789 11740 1328145 1182489 75945 69711 20302 18075 1161 1066 182174 162195 10417 9562 112883 100503 6455 5925 21456 21456 23875 23875 3750 3750 42175 42175 215765 166682 40451 8632 41961 35080 6881 103893 23918 43787 36188 151232 67978 49825 33429 51102 51102 161040 154958 6082 31090 29916 1174 17995 139 12145 5711 3055794 2464360 391583 199851 2777672 1006413 1001311 655311 72708 628 23279 57116 57116 0 0 3385725 6401639 155946 20643 7321282 8179993 222160 192613 0 30138 222160 222751 X 7078542 7936662 20580 20580 7099122 7957242 7321282 8179993 585768 272352 0 X X 0 1 X 1 0 X 3552600 3748271 2871842 4151470 2932041 17256224 447476 447476 3552600 3748271 2871842 4151470 3379517 17703700 428318 394875 170000 1007650 12998 2013841 0 428318 394875 170000 1007650 12998 2013841 15689859 634 559 500 128420 178647 308760 634 559 500 128420 178647 308760 5925 5925 3553234 3748830 2872342 4279890 3564089 18018385 0.87080 0.85620 0.01710 0.00810 X SCHEDULE A, PART I, LINE 10 LEWY BODY DEMENTIA ASSOCIATION, INC. IS A 501(C)(3) DESCRIBED UNDER SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI). HOWEVER, THE ORGANIZATION ALSO QUALIFIES AND ELECTS TO FILE UNDER SECTION 509(A)(2). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57116 57116 0 0 LEASE LIABILITY 20138 OTHER LIABILITIES 10000 30138 X 3871739 272352 272352 3599387 42175 42175 3641562 3013619 0 3013619 42175 42175 3055794 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM THE INCOME TAXES UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ASSOCIATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN THE OPINION OF MANAGEMENT, THE ASSOCIATION HAD NO SIGNIFICANT UNRELATED BUSINESS TAXABLE INCOME DURING 2023 OR 2022. ACCORDINGLY, NO PROVISION OR BENEFIT FOR FEDERAL AND STATE INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ASSOCIATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. 1 BARROW NEUROLOGICAL INSTITUTE 100 WEST WASHINGTON STREET PHOENIX AZ 85003 860174371 10000 0 RESEARCH CENTER OF EXCELLENCE AWARD CLEVELAND CLINIC PO BOX 952027 CLEVELAND OH 44193 340714585 10000 0 RESEARCH CENTER OF EXCELLENCE AWARD COLUMBIA UNIVERSITY 630 WEST 168TH ST NEW YORK NY 10032 135598093 10000 0 RESEARCH CENTER OF EXCELLENCE AWARD EMORY UNIVERSITY PO BOX 935084 ATLANTA GA 31193 580566256 10000 0 RESEARCH CENTER OF EXCELLENCE AWARD GEORGETOWN UNIVERSITY MEDICAL CENTER PO BOX 825738 PHILADELPHIA PA 19182 530196603 10000 0 RESEARCH CENTER OF EXCELLENCE AWARD JOHNS HOPKINS UNIVERSITY 3910 KESWICK RD N BUILDING BALTIMORE MD 21211 520595110 10000 0 RESEARCH CENTER OF EXCELLENCE AWARD MASSACHUSETTS GENERAL HOSPITAL 100 FEDERAL STREET BOSTON MA 02110 042697983 10000 0 RESEARCH CENTER OF EXCELLENCE AWARD MAYO CLINIC CAMPUS IN ROCHESTER MINNESOTA 200 1ST STREET SW ROCHESTER MN 55905 416011702 50000 0 RESEARCH CENTER OF EXCELLENCE AWARD MAYO CLINIC CAMPUS IN JACKSONVILLE FLORIDA 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 593337028 10000 0 RESEARCH CENTER OF EXCELLENCE AWARD OREGON HEALTH & SCIENCE UNIVERSITY PO BOX 3003 PORTLAND OR 97208 931176109 10000 0 RESEARCH CENTER OF EXCELLENCE AWARD RUSH UNIVERSITY MEDICAL CENTER 1725 W HARRISON STREET SUITE 755 CHICAGO IL 60612 362174823 10000 0 RESEARCH CENTER OF EXCELLENCE AWARD STANFORD UNIVERSITY 485 BROADWAY STREET UNIVERSITY HALL 3RD FLOOR REDWOOD CITY CA 94063 941156365 10000 0 RESEARCH CENTER OF EXCELLENCE AWARD THE OHIO STATE UNIVERSITY 1960 KENNY ROAD COLUMBUS OH 43210 316025986 10000 0 RESEARCH CENTER OF EXCELLENCE AWARD UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE MC 0009 LA JOLLA CA 92093 956006144 10000 0 RESEARCH CENTER OF EXCELLENCE AWARD UNIVERSITY OF COLORADO MAIL STOP F428 BLDG 500 13001 E 17TH PLACE ROOM W1124 AURORA CO 80045 846000555 10000 0 RESEARCH CENTER OF EXCELLENCE AWARD UNIVERSITY OF FLORIDA (GAINESVILLE) MCKNIGHT BRAIN INSTITUTE 1149 NEWELL DRIVE PO BOX 100236 GAINESVILLE FL 32610 596002052 10000 0 RESEARCH CENTER OF EXCELLENCE AWARD UNIVERSITY OF MIAMI 1320 S DIXIE HWY PH 1230 CORAL GABLES FL 33146 590624458 10000 0 RESEARCH CENTER OF EXCELLENCE AWARD UNIVERSITY OF MICHIGAN 3003 S STATE STREET ANN ARBOR MI 48109 386006309 10000 0 RESEARCH CENTER OF EXCELLENCE AWARD UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 104 AIRPORT DRIVE STE 2200 CB 1350 CHAPEL HILL NC 27599 566001393 10000 0 RESEARCH CENTER OF EXCELLENCE AWARD UNIVERSITY OF PENNSYLVANIA HUP 3W GATES BLDG NEUROLOGY PHILADELPHIA PA 19104 231352685 10000 0 RESEARCH CENTER OF EXCELLENCE AWARD UNIVERSITY OF WASHINGTON 4333 BROOKLYN AVE NE BOX 359472 SEATTLE WA 98105 916001537 10000 0 RESEARCH CENTER OF EXCELLENCE AWARD UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE MC 0009 LA JOLLA CA 92093 956006144 50000 0 RESEARCH CENTER OF EXCELLENCE AWARD 22 0 PART I, LINE 2: EACH GRANTEE IS REQUIRED TO SUBMIT AN ANNUAL AND/OR FINAL REPORT FOR THE ACTIVITIES CARRIED OUT WITH THE FUNDS, WHICH MUST ALIGN WITH THE GOALS OF THE PROGRAM AS OUTLINED IN THE REQUEST FOR APPLICATIONS AND IN THE CONTRACT THAT IS SIGNED WITH THE GRANTEE INSTITUTION. X X 0 0 0 0 0 0 0 0 0 ALLISON FELDMAN EXECUTIVE DIRECTOR 217028 0 0 0 0 0 6632 0 0 0 223660 0 0 0 KEITH FARGO DIRECTOR OF SCIENTIFIC INITIATIVES 173405 0 0 0 0 0 4038 0 0 0 177443 0 0 0 ANGELA TAYLOR VICE PRESIDENT OF STRATEGIC INITIATI 149328 0 0 0 0 0 4548 0 0 0 153876 0 0 0 FORM 990, PART III, LINE 2 THE LEWY BODY DEMENTIA RESEARCH DIVISION CONTRACTED WITH INDUSTRY PARTNERS TO COMPLETE PROJECTS DESIGNED TO EDUCATE THE LBD COMMUNITY ABOUT RESEARCH STUDIES. EXAMPLES OF TASKS LBDA MIGHT CONDUCT INCLUDE: =SURVEYS TO PEOPLE WITH LBD OR CARE PARTNERS =WEBINARS ABOUT LUMBAR PUNCTURES (SPINAL TAPS) - CEREBRAL SPINAL FLUID IS ANALYZED FOR THE PROTEIN THAT CAUSES LBD =EDUCATIONAL PROGRAMS FOR VOLUNTEERS SO THEY CAN EDUCATE OTHERS =EMAIL OR OTHER MARKETING CAMPAIGNS ABOUT THE STUDY" FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS IS PROVIDED A DRAFT COPY OF THE FORM 990 FOR REVIEW PRIOR TO ISSUANCE. EACH BOARD MEMBER IS SENT THE 990 ELECTRONICALLY AND GIVEN A SUFFICIENT AMOUNT OF TIME TO REVIEW AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C WE HAVE A WRITTEN POLICY THAT IS SHARED ANNUALLY; AT EACH MEETING, BOARD DIRECTORS GIVE A VERBAL ACKNOWLEDGEMENT IF ANYTHING HAS CHANGED SINCE THE PREVIOUS MEETING. WHERE CONFLICTS MAY ARISE, THE BOARD DIRECTOR INVOLVED WOULD RECUSE THEMSELVES FROM DISCUSSION OR VOTING ON THE RELATED TOPIC. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO/ED AND OTHER OFFICERS AND KEY EMPLOYEES ARE REVIEWED AND DETERMINED BY THE EXECUTIVE COMMITTEE ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 LBDA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED THE OVERSIGHT OR SELECTION PROCESS DURING THE YEAR.