2023-03-29T15:49:18-05:00 2022-08-31 221732349 WISS & COMPANY LLP 100 CAMPUS DRIVE FLORHAM PARK NJ 07932 990 2021-09-01 131962771 AMERICAN PARKINSON DISEASE ASSOC AMER 7189818001 PO BOX 61420 STATEN ISLAND NY 10306 LESLIE CHAMBERS PRESIDENT/CEO 7189818001 2023-03-29 1 LESLIE CHAMBERS XXX-XX-XXXX DIANA MILLER P01597612 9739949400 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z LESLIE CHAMBERS PO BOX 61420 STATEN ISLAND NY 10306 24283732 0 X WWW.APDAPARKINSON.ORG X 1961 NY EVERY DAY WE PROVIDE THE SUPPORT, EDUCATION, AND RESEARCH THAT WILL HELP EVERYONE IMPACTED BY PARKINSON'S DISEASE LIVE LIFE TO THE FULLEST. 11 11 42 500 0 0 13852359 18964510 0 0 762111 206965 35412 -150372 14649882 19021103 2917106 2234029 0 0 3676692 3980991 263256 177335 1945401 5003798 5800431 11860852 12192786 2789030 6828317 20731785 24594206 3742857 1942880 16988928 22651326 X THE AMERICAN PARKINSON DISEASE ASSOCIATION (APDA) IS THE LARGEST GRASSROOTS NETWORK DEDICATED TO FIGHTING PARKINSON'S DISEASE (PD) AND WORKS TIRELESSLY TO HELP THE APPROXIMATELY ONE MILLION PEOPLE WITH PD IN THE UNITED STATES LIVE LIFE TO THE FULLEST IN THE FACE OF THIS CHRONIC, NEUROLOGICAL DISORDER. FOUNDED IN 1961, APDA HAS RAISED AND INVESTED MORE THAN $226 MILLION TO PROVIDE OUTSTANDING PATIENT SERVICES AND EDUCATIONAL PROGRAMS, ELEVATE PUBLIC AWARENESS ABOUT THE DISEASE, AND SUPPORT RESEARCH DESIGNED TO UNLOCK THE MYSTERIES OF PD AND ULTIMATELY PUT AN END TO THIS DISEASE. 0 0 4462906 PUBLIC AWARENESS - APDA CURRENTLY PROVIDES (ON-LINE AND IN PRINT) MORE THAN 55 FREE EDUCATIONAL PUBLICATIONS, 35 IN ENGLISH, 18 IN SPANISH, AND 2 IN SIMPLIFIED CHINESE TO ADDRESS MEDICAL AND SOCIAL ASPECTS OF THE DIAGNOSIS, TREATMENT, AND CARE OF PEOPLE WITH PARKINSON DISEASE. THESE PUBLICATIONS AND ADDITIONAL INFORMATION DISTRIBUTED THROUGH APDA'S 15 CHAPTERS (13 OF WHICH ARE FULLY ACTIVE), INFORMATION & REFERRAL CENTERS, EXTENSIVE WEBSITE, AND "800" TELEPHONE HELPLINE. APDA ALSO RAISES AWARENESS THROUGH TELEVISION PUBLIC SERVICE ANNOUNCEMENT (PSA) CAMPAIGNS ENTITLED "LIVE WITH OPTIMISM," "LOOK CLOSER, AND "MIRA MAS DE CERCA" THAT HAVE AIRED NATIONWIDE SINCE 2015. APPROXIMATELY 240,000 NEWSLETTERS ARE MAILED ANNUALLY, AND ADDITIONAL 420,000 SENT VIA EMAIL. CONTRIBUTED SERVICES INCLUDE DONATED MEDIA (TELEVISION AND RADIO BROADCASTING AND OTHER FORMS OF MEDIA, INCLUDING PUBLIC SERVICE ANNOUNCEMENTS) VALUED AT APPROXIMATELY $2,670,800 FOR THE YEAR ENDED AUGUST 31, 2022 AND $5,053,225 FOR THE YEAR ENDED AUGUST 31, 2021. THE FAIR VALUE OF THE DONATED MEDIA IS DETERMINED BASED ON CONSIDERATION OF CASH PAYMENTS TYPICALLY MADE BY BUYERS FOR SIMILAR ADVERTISING AND MEDIA, STANDARD DISCOUNTS GIVEN FOR SIMILARLY PLACED MEDIA, THE MEDIA TYPE AND PLACEMENT AND OTHER CONSIDERATIONS. APDA DOES NOT RECOGNIZE ANY REVENUE OR EXPENSE FROM SERVICES CONTRIBUTED BY VOLUNTEERS BECAUSE IT DOES NOT MEET THE CRITERIA FOR RECOGNITION UNDER FASB ASC 958, NOT-FOR-PROFIT ENTITIES. 2221884 610155 PATIENT SERVICES AND EDUCATIONAL PROGRAMS - APDA AIMS TO SUPPORT EVERY PERSON AND EVERY FAMILY IMPACTED BY PARKINSON'S. THROUGH ITS NATIONWIDE SYSTEM OF CHAPTERS AND INFORMATION & REFERRAL (I&R) CENTERS, APDA UNIQUELY DELIVERS EDUCATION, SUPPORT AND PATIENT SERVICES TO AMERICANS WITH PARKINSON'S AND THEIR FAMILIES EACH DAY. 13 INFORMATION AND REFERRAL CENTERS ARE FUNDED. APDA CONDUCTED 16 NATIONAL PATIENT WEBINARS/VIRTUAL EDUCATION ON TOPICS THAT ADDRESS THE SYMPTOMS AND TREATMENT OF PARKINSON'S DISEASE AND REACHED OVER 110,000 INDIVIDUALS/UNIQUE VIEWS. THE NATIONAL SUPPORT GROUP PROGRAM "PRESS", PARKINSON'S ROADMAP FOR SUPPORT AND SERVICES, WAS SUCCESSFULLY OFFERED IN 26 MARKETS. 2326857 1623874 RESEARCH - APDA PROUDLY INVESTS IN EIGHT CENTERS FOR ADVANCED RESEARCH AND SUPPORTS GRANTS TO FUND THE MOST PROMISING SCIENCE FOCUSED ON DISCOVERING THE CAUSE(S) AND FINDING THE CURE FOR PARKINSON'S DISEASE. SINCE ITS FOUNDING IN 1961, APDA HAS BEEN A FUNDING PARTNER IN MANY OF THE MAJOR PD SCIENTIFIC BREAKTHROUGHS. 9011647 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 1 1 0 1 1 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 45 0 1 42 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CT FL GA IL IA MA MN MS NE NH NJ NY OH OK RI TN TX UT VT VA WA WI X X CHRIS SALICCO 3473291396 PO BOX 61420 STATEN ISLAND NY 10306 THOMAS K PENETT ESQ CHAIRMAN 1.50 X X 0 0 0 SALLY ANN ESPOSITO BROWNE VICE CHAIR 1.50 X X 0 0 0 BERNARD BATTISTA TREASURER 1.50 X X 0 0 0 DONNA JC FANELLI DNP SECRETARY 1.50 X X 0 0 0 PATRICK MCDERMOTT EXECUTIVE COMMITTEE MEMBER 1.50 X 0 0 0 ATHOL COCHRANE DIRECTOR 0.50 X 0 0 0 DAVID G STANDAERT MD PHD DIRECTOR 0.50 X 0 0 0 ELENA MAESTRONE IMPERATO DIRECTOR 0.50 X 0 0 0 ELIZABETH BRAUN RN DIRECTOR 0.50 X 0 0 0 LISA ESPOSITO DVM DIRECTOR 0.50 X 0 0 0 MARIO J ESPOSITO JR DIRECTOR 0.50 X 0 0 0 MICHAEL MELNICKE DIRECTOR 0.50 X 0 0 0 LESLIE A CHAMBERS PRESIDENT/CEO 40.00 X 292365 0 48786 MICHELLE MCDONALD SR. VP CHAPTER DEVELOPMENT 40.00 X 161601 0 41966 REBECCA GILBERT SR. VP, CHIEF SCIENTIFIC OFFICER 30.00 X 159258 0 20098 ELOISE CAGGIANO VP DEVELOPMENT/MARKETING 40.00 X 134701 0 28889 CATHERINE KRANE EXECUTIVE DIRECTOR/MO CHAPTER 40.00 X 119652 0 39072 JEAN ALLENBACH EXECUTIVE DIRECTOR/NW CHAPTER 40.00 X 125618 0 27743 ROSA PENA VP, PROGRAMS & SERVICES 40.00 X 108764 0 13726 1101959 0 220280 9 0 1 0 SOUTHWEST PUBLISHING 4000 SE ADAMS ST TOPEKA KS 66609 DIRECT MAIL VENDOR 1832843 THOMPSON HABIB & DENISON INC 55 OLD BEDFORD RD SUITE 201 LINCOLN MA 01773 DIRECT MAIL CONSULTANTS 467879 YOUR PART-TIME CONTROLLER LLC 1500 WALNUT STREET SUITE 1200 PHILADELPHIA PA 19102 ACCOUNTING SERVICES 276148 AOIC LLC ONE EAST UWCHLAN AVE SUITE 408 EXTON PA 19341 MEDICAL/SCIENTIFIC COMMUNICATIONS 176611 PERLMAN & PERLMAN LLP 521 5TH AVENUE 30TH FLOOR NEW YORK NY 10175 LEGAL SERVICES 129839 5 168641 2040449 617952 16137468 18964510 199426 199426 32522 0 32522 32522 32522 4925327 4917788 7539 7539 7539 84934 2040449 344841 -259907 -259907 12550 0 12550 12550 EMPLOYEE RETENTION CREDIT 561000 64463 64463 64463 19021103 0 0 56593 2159029 2159029 75000 75000 544718 395313 89641 59764 2570854 1865722 423068 282064 294942 214045 48537 32360 348292 252763 57316 38213 222185 161244 36564 24377 90873 65947 14954 9972 367675 266829 60506 40340 177335 177335 43691 31707 7191 4793 1107498 884652 154741 68105 169664 136797 7942 24925 334403 232953 43584 57866 202099 141292 28865 31942 188766 137154 31101 20511 140130 102509 23244 14377 9929 7257 1646 1026 138959 100846 22868 15245 110796 80408 18233 12155 POSTAGE 1352961 752680 59790 540491 STATIONERY AND PRINTING 961873 586766 53473 321634 MAILINGS 332524 179165 11301 142058 TELEPHONE 78834 57212 12973 8649 169756 124357 28200 17199 12192786 9011647 1235738 1945401 5861310 6416927 3955628 3464401 19999 19999 349194 5024214 214619 324455 4398815 2023016 2419583 2375799 3708492 3520499 4202960 3447912 20731785 24594206 762597 733665 2233685 1049535 746575 159680 3742857 1942880 X 10537195 17718480 6451733 4932846 16988928 22651326 20731785 24594206 6828317 -1165919 0 X X 0 1 X 1 0 X 10380340 11720995 11571893 13852359 18964510 66490097 10380340 11720995 11571893 13852359 18964510 66490097 3180474 63309623 97991 135841 216616 150477 231948 832873 10383 160211 149397 319991 67642961 0.93590 0.97680 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REIMBURSEMENTS - 2019 AMOUNT: $ 10,383. EMPOYEE RETENTION CREDIT - 2020 AMOUNT: $ 128,927. 2021 AMOUNT: $ 64,463. FUNDRAISING - 2020 AMOUNT: $ 31,284. 2021 AMOUNT: $ 84,934. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 174081 1296 175377 173077 1004 174081 172961 126 10 173077 172961 123 123 172961 172944 138 121 172961 1.00000 0 0 696071 696071 2820627 1590205 1230422 548435 166207 382228 170244 163585 6659 163438 103019 60419 2375799 MUTUAL FUNDS-EQUITIES 3361696 F MUTUAL FUNDS-FIXED INCOME 158803 F 3520499 BENEFICIAL INTEREST IN PERPETUAL TRUST 1286671 BENEFICIAL INTEREST IN REMAINDER TRUSTS 2161241 3447912 CHARITABLE GIFT ANNUITIES PAYABLE 159680 159680 X 20827134 -410871 2670800 -410207 1849722 18977412 43691 43691 19021103 15164736 2670800 344841 3015641 12149095 43691 43691 12192786 PART X, LINE 2: APDA IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, HAS MADE NO PROVISION FOR FEDERAL OR STATE INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. APDA HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A "PRIVATE FOUNDATION" WITHIN THE MEANING OF SECTION 509(A)(1) OF THE INTERNAL REVENUE CODE. OTHER SIGNIFICANT TAX POSITIONS INCLUDE ITS DETERMINATION OF WHETHER ANY AMOUNTS ARE SUBJECT TO UNRELATED BUSINESS INCOME TAX ("UBIT"). ALL SIGNIFICANT TAX POSITIONS HAVE BEEN CONSIDERED BY MANAGEMENT AND IT HAS BEEN DETERMINED THAT ALL TAX POSITIONS WOULD BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE MOST SIGNIFICANT JURISDICTIONS IN WHICH APDA IS REQUIRED TO FILE TAX RETURNS INCLUDE THE U.S. FEDERAL JURISDICTION AND THE STATE OF NEW YORK, ALTHOUGH APDA FILES IN ALMOST EVERY STATE. APDA IS SUBJECT TO EXAMINATION BY THE FEDERAL TAXING AUTHORITY UP TO THREE YEARS FROM THE EXTENDED DUE DATE OF THE TAX RETURN. AS OF AUGUST 31, 2022, TAX YEARS ENDING IN 2019 THROUGH 2021 ARE OPEN TO EXAMINATION, WITH LIMITED EXCEPTIONS FOR VARIOUS STATES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 344,841. CHANGE IN VALUE OF BENEFICIAL INTEREST -755,048. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 344,841. 1 NORTH AMERICA 0 0 RESEARCH GRANTS TO ORGANIZATIONS SCIENTIFIC RESEARCH RELATING TO PARKINSON DISEASE 75000 0 0 0 0 0 0 75000 0 75000 NORTH AMERICA MEDICAL RESEARCH 75000 BANK TRANSFER/WIRE 0 2 0 0 0 0 0 0 0 PART I, LINE 2: DUE TO THE TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IN ORDER TO COMPLY WITH THE REQUIREMENTS OF THE ANNUAL AUDIT, IT IS OBLIGATORY THAT THE RESEARCHER RECEIVING THE RESEARCH GRANT, PROVIDE AN ACCEPTABLE PROGRESS REPORT OF THEIR RESEARCH AFTER 6 MONTHS AND COMPLETE PROGRESS AND FINANCIAL REPORTS AFTER 12 MONTHS. FAILURE TO PURSUE THE RESEARCH OR PROVIDE ANY REPORT WILL ABATE PAYMENT OF THE GRANT. FURTHERMORE, IF THE REQUIRED REPORTS ARE NOT RECEIVED WITHIN 90 DAYS OF THEIR DUE DATE, THE GRANT RECIPIENT, WILL BE REQUIRED TO REFUND ALL MONIES GIVEN TO THEM AND CONSIDERED TO HAVE BREACHED THE GRANT AGREEMENT. PART III ACCOUNTING METHOD: PART I, LINE 3: EXPENDITURES ARE ACCOUNTED FOR USING THE ACCRUAL BASIS OF ACCOUNTING. 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INITIAL FUNDING IS MADE BASED ON THE GRANT AND SUBSEQUENT PAYMENTS ARE MADE CONTINGENT ON PROGRESS REPORTS. FINAL REPORTS ARE MANDATORY FOR THE GRANTS AND ONLY AFTER THEIR RECEIPT IS FINAL PAYMENT DISBURSED. CENTERS FOR ADVANCED RESEARCH WHERE FUNDING EXTENDS OUT MORE THAN ONE YEAR SUBMIT ANNUAL PROGRESS REPORTS. INFORMATION AND REFERRAL CENTERS ARE MONITORED FOR VOLUME ACTIVITY AND SIMILARLY, AFTER THE INITIAL PAYMENT, SUBSEQUENT PAYMENTS ARE CONTINGENT UPON RECEIPT OF PROGRESS REPORTS. X X X X X X 0 0 0 0 0 0 0 0 0 LESLIE A CHAMBERS PRESIDENT/CEO 290563 0 0 0 1802 0 36896 0 11890 0 341151 0 0 0 MICHELLE MCDONALD SR. VP CHAPTER DEVELOPMENT 161294 0 0 0 307 0 20394 0 21572 0 203567 0 0 0 REBECCA GILBERT SR. VP, CHIEF SCIENTIFIC OFFICER 159049 0 0 0 209 0 20098 0 0 0 179356 0 0 0 ELOISE CAGGIANO VP DEVELOPMENT/MARKETING 134453 0 0 0 248 0 16999 0 11890 0 163590 0 0 0 CATHERINE KRANE EXECUTIVE DIRECTOR/MO CHAPTER 119098 0 0 0 554 0 15100 0 23972 0 158724 0 0 0 JEAN ALLENBACH EXECUTIVE DIRECTOR/NW CHAPTER 125409 0 0 0 209 0 15853 0 11890 0 153361 0 0 0 DAVID G STANDAERT MD PHD NONVOTING MEMBER, BOD 247150 GRANTS RESEARCH/ I&R SCHEDULE L, PART III, LINE 1: DAVID G. STANDAERT, MD, PHD IS A NONVOTING MEMBER OF THE BOARD OF DIRECTORS OF APDA AND IS ALSO CHAIRMAN OF THE SCIENTIFIC ADVISORY BOARD. IN ADDITION, THIS MEMBER HEADS THE DEPARTMENT OF NEUROLOGY AT THE UNIVERSITY OF ALABAMA AT BIRMINGHAM AND RECEIVED RESEARCH FUNDING IN THE AMOUNT OF $112,500, ADVANCED CENTER FUNDING IN THE AMOUNT OF$100,000, AND INFORMATION AND REFERRAL FUNDING IN THE AMOUNT OF $34,650 FOR THE FISCAL YEARS ENDED AUGUST 31, 2022. FORM 990, PART VI, SECTION A, LINE 2 1. ELIZABETH BRAUN - BOARD MEMBER. SHE IS A SISTER TO BOARD MEMBER ELENA IMPERATO. 2. LISA ESPOSITO - BOARD MEMBER. SHE IS A SISTER TO VICE CHAIR SALLY ANN ESPOSITO BROWNE. 3. ELENA MAESTRONE IMPERATO - BOARD MEMBER. SHE IS A SISTER TO BOARD MEMBER ELIZABETH BRAUN. 4. SALLY ANN ESPOSITO BROWNE - VICE CHAIR. SHE IS A SISTER TO BOARD MEMBER LISA ESPOSITO. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS REVIEWED IN DETAIL BY FINANCE AND AUDIT COMMITTEES AND DISTRIBUTED ELECTRONICALLY TO ALL OTHER BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY SIGNED BY THE BOARD ANNUALLY. MEMBERS RECUSE THEMSELVES FROM VOTING IF THERE IS POTENTIAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 INDEPENDENT COMPENSATION COMMITTEE FORMED TO APPROVE THE SALARIES OF THE PRESIDENT/ CEO AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AVAILABLE ON WEBSITE AND UPON REQUEST. GOVERNING DOCUMENTS AND POLICIES PROVIDED UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. FOR FISCAL YEAR ENDED 8/31/22, THE ORGANIZATION HAS NOT CHANGED ITS SELECTION OF AN INDEPENDENT AUDITOR.