ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC (EIN 13-3039601)
Tax period
2022-07-01 to 2023-06-30
Filed
2023-12-12
IRS object ID
202313469349300241
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-12-12T14:03:19-06:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN366055558PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1171 N CLARK ST SUITE 200AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133039601EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALZHEIMER'S DISEASE & RELATED DISORDERSBusinessNameLine1Txt
Business Name Line2ASSOCIATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlALZHBusinessNameControlTxt
Phone3123358700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1225 N MICHIGAN AVE 17TH FLOORAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606017633ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD HOVLANDPersonNm
Person TitleCOO, CFO, & ASST. TREASURERPersonTitleTxt
Phone2026388660PhoneNum
Signature2023-12-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRICHARDPersonFirstNm
Person LastHOVLANDPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIDGET ROCHEPreparerPersonNm
PTINP00666837PTIN
Phone3128560200PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1ALZHEIMER'S ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerRICHARD HOVLANDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1225 N MICHIGAN AVE 17TH FLOORAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606017633ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$523,872,600GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ALZ.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1980FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionTHE ALZHEIMER'S ASSOCIATION LEADS THE WAY TO END ALZHEIMER'S AND ALL (CONTINUED IN SCHEDULE O) OTHER DEMENTIA - BY ACCELERATING GLOBAL RESEARCH, DRIVING RISK REDUCTION AND EARLY DETECTION, AND MAXIMIZING QUALITY CARE AND SUPPORT.ActivityOrMissionDesc
Voting Members Governing Body30VotingMembersGoverningBodyCnt
Voting Members Independent30VotingMembersIndependentCnt
Total Employee2360TotalEmployeeCnt
Total Volunteers65141TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$460,358,014PYContributionsGrantsAmt
CY Contributions Grants$408,066,778CYContributionsGrantsAmt
PY Program Service Revenue$2,990,858PYProgramServiceRevenueAmt
CY Program Service Revenue$4,460,702CYProgramServiceRevenueAmt
PY Investment Income$41,932,447PYInvestmentIncomeAmt
CY Investment Income$5,882,413CYInvestmentIncomeAmt
PY Other Revenue-$3,242,741PYOtherRevenueAmt
CY Other Revenue-$5,984,591CYOtherRevenueAmt
PY Total Revenue$502,038,578PYTotalRevenueAmt
CY Total Revenue$412,425,302CYTotalRevenueAmt
PY Grants And Similar Paid$84,842,289PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$86,080,158CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$199,012,012PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$219,796,799CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$2,093,518PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$2,957,992CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$75,895,215CYTotalFundraisingExpenseAmt
PY Other Expenses$157,226,680PYOtherExpensesAmt
CY Other Expenses$151,348,120CYOtherExpensesAmt
PY Total Expenses$443,174,499PYTotalExpensesAmt
CY Total Expenses$460,183,069CYTotalExpensesAmt
PY Revenues Less Expenses$58,864,079PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$47,757,767CYRevenuesLessExpensesAmt
Total Assets BOY$493,034,630TotalAssetsBOYAmt
Total Assets EOY$512,971,086TotalAssetsEOYAmt
Total Liabilities BOY$173,166,662TotalLiabilitiesBOYAmt
Total Liabilities EOY$220,003,110TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$319,867,968NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$292,967,976NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ALZHEIMER'S ASSOCIATION LEADS THE WAY TO END ALZHEIMER'S AND ALL OTHER DEMENTIA - BY ACCELERATING GLOBAL RESEARCH, DRIVING RISK REDUCTION (MISSION CONTINUED IN SCHEDULE O)MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$236,017,829ExpenseAmt
Grant$1,567,874GrantAmt
Revenue$728,174RevenueAmt
DescSEE SCHEDULE OPUBLIC AWARENESS AND EDUCATION - ALZHEIMER'S IS A PROGRESSIVE, DEGENERATIVE AND ULTIMATELY FATAL DISEASE. TOO FEW AMERICANS UNDERSTAND THE CURRENT AND FUTURE ECONOMIC IMPACT OF ALZHEIMER'S. ALREADY MORE THAN 6 MILLION AMERICANS ARE LIVING WITH ALZHEIMER'S AND MORE THAN 11 MILLION PEOPLE ARE PROVIDING UNPAID CARE AND SUPPORT. AND THIS MASSIVE GROUP IS IN NEED OF INFORMATION AND RESOURCES.THE ALZHEIMER'S ASSOCIATION HAS INVESTED IN EDUCATION CAMPAIGNS AND INITIATIVES TO INCREASE CONCERN ABOUT ALZHEIMER'S DISEASE AND AWARENESS OF THE ALZHEIMER'S ASSOCIATION COMMUNICATING OUR ROLE AS LEADERS OF THE CAUSE. KEY MESSAGES INCLUDE THE IMPORTANCE OF EARLY DETECTION, RESOURCES FOR PEOPLE WITH ALZHEIMER'S AND THEIR FAMILIES, AND THE SOCIETAL IMPACT OF THE DISEASE. MILLIONS OF CONSTITUENTS PARTICIPATED IN OUR PROGRAMS IN LOCAL COMMUNITIES AND ON-LINE.PATIENT AND FAMILY SERVICES - THE ALZHEIMER'S ASSOCIATION* PROVIDES AN ARRAY OF INFORMATION AND SUPPORT SERVICES DESIGNED SPECIFICALLY FOR INDIVIDUALS WITH ALZHEIMER'S DISEASE, THEIR FAMILIES, FRIENDS AND CAREGIVERS. IN ORDER TO MEET THE DIVERSE NEEDS OF INDIVIDUALS AFFECTED BY ALZHEIMER'S DISEASE, ALZHEIMER'S ASSOCIATION PROGRAMS AND SERVICES ARE OFFERED IN PERSON, BY PHONE AND ONLINE. IN CHAPTERS THROUGHOUT THE COUNTRY, CONSTITUENTS CAN ATTEND EDUCATION PROGRAMS AND SUPPORT GROUPS, RECEIVE PERSONALIZED CARE CONSULTATION, ENGAGE IN EARLY STAGE PROGRAMS, AND ENROLL IN SUPPORT PROGRAMS. IN ORDER TO MEET THE NEEDS OF CONSTITUENTS WHO RELY ON THE WEB FOR INFORMATION AND SUPPORT, ALZHEIMER'S ASSOCIATION OFFERS A ROBUST CAREGIVER CENTER. WITHIN THE CAREGIVER CENTER, FAMILIES AND CAREGIVERS CAN ACCESS ALZHEIMER'S NAVIGATOR*, AN INNOVATIVE TOOL TO HELP CAREGIVERS AND PEOPLE WITH DEMENTIA EVALUATE THEIR NEEDS, CREATE A CUSTOMIZED ACTION PLAN AND LINK TO INFORMATION, SUPPORT AND LOCAL RESOURCES FOR INDIVIDUALS LIVING WITH ALZHEIMER'S. ALSO AVAILABLE THROUGH THE CAREGIVER CENTER, FOR INDIVIDUALS LOOKING FOR SUPPORT FROM OTHERS LIVING IN SIMILAR SITUATIONS IS ALZCONNECTED*, AN ON-LINE COMMUNITY THAT INCLUDES MULTIPLE FORUMS FOR DIVERSE AUDIENCES.THROUGH ALZHEIMER'S ASSOCIATION HELPLINE, AVAILABLE 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS A YEAR, INDIVIDUALS WITH ALZHEIMER'S DISEASE, THEIR FAMILIES AND CAREGIVERS CAN TALK TO A SPECIALIST TO RECEIVE INFORMATION AND BASIC EDUCATION ABOUT THE DISEASE; AND GUIDANCE FOR MORE COMPLICATED OR URGENT SITUATIONS, WITH MASTERS-LEVEL COUNSELORS WHO ARE AVAILABLE TO CONSTITUENTS, ANY TIME, DAY OR NIGHT. ADDITIONALLY, CALLS CAN BE HANDLED IN OVER 200 DIFFERENT LANGUAGES THROUGH THE USE OF A PROFESSIONAL LANGUAGE LINE. THE HELPLINE RECEIVES APPROXIMATELY 225,000 CALLS AND CHATS PER YEAR.ALZHEIMER'S ASSOCIATION WEBSITE (WWW.ALZ.ORG*) RECEIVES MORE THAN 33 MILLION VISITS A YEAR. ONLINE PROGRAMS INCLUDE: SELF-SERVICE EDUCATION PROGRAMS, AN ONLINE COMMUNITY, AN INTERACTIVE BRAIN TOUR (AVAILABLE IN 15 LANGUAGES), ACCESS TO COMPREHENSIVE DISEASE INFORMATION, PORTALS IN SPANISH, CHINESE, VIETNAMESE, JAPANESE, AND KOREAN; A VIRTUAL LIBRARY, A SAFETY CENTER, AND A SECTION DEVELOPED SPECIFICALLY FOR PEOPLE LIVING WITH ALZHEIMER'S, WITH INPUT FROM PEOPLE IN THE EARLY STAGES OF ALZHEIMER'S DISEASE AND THEIR CARE PARTNERS. THROUGH ALZHEIMER'S ASSOCIATION EARLY STAGE INITIATIVE, INDIVIDUALS IN THE EARLY STAGES OF THE DISEASE CAN PARTICIPATE IN EDUCATION PROGRAMS, SUPPORT GROUPS AND SOCIAL ENGAGEMENT PROGRAMS. ADDITIONALLY, ALZHEIMER'S ASSOCIATION CONVENES AN EARLY STAGE ADVISORY GROUP WHOSE MEMBERS RAISE AWARENESS, ADVOCATE FOR THE CAUSE, AND PROVIDE GUIDANCE AND REVIEW OF PROGRAMS AND SERVICES.THE ALZHEIMER'S ASSOCIATION LAUNCHED AN INITIATIVE TO WORK WITH HEALTH SYSTEMS, LONG-TERM CARE FACILITIES, AND COMMUNITY-BASED DEMENTIA PROVIDERS WITH EVIDENCE-BASED INFORMATION AND QUALITY IMPROVEMENT PROGRAMMING TO ENHANCE HOW THESE SYSTEMS PROVIDE CARE AND SUPPORT SERVICES. UNIQUE PROGRAMMING OPPORTUNITIES INCLUDE DIRECT TRAINING TO PROVIDERS AND VIDEO-BASED EDUCATION THROUGH PROJECT ECHO. WE ALSO PROVIDE QUALITY IMPROVEMENT CONSULTING TO IMPROVE DETECTION, DIAGNOSIS, AND CARE DELIVERY IN THE HEALTH SYSTEM. THE PROGRAMS AND SERVICES OF THE ALZHEIMER'S ASSOCIATION ARE DESIGNED TO PROVIDE EDUCATION, INFORMATION, SUPPORT, AND RESOURCES IN ORDER TO HELP INDIVIDUALS WITH ALZHEIMER'S, THEIR FAMILIES AND CAREGIVERS NAVIGATE THE LONG AND COMPLICATED JOURNEY THROUGH ALZHEIMER'S DISEASE AND OTHER DEMENTIAS.* THESE ARE NAMES THAT ARE TRADEMARKS TO ALZHEIMER'S ASSOCIATION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$99,598,598ExpenseAmt
Grant$74,604,327GrantAmt
Revenue$3,728,478RevenueAmt
DescSEE SCHEDULE ORESEARCH - THE ALZHEIMER'S ASSOCIATION IS ON THE FOREFRONT OF THE ALZHEIMER'S SCIENTIFIC FIELD, GLOBALLY CONNECTING RESEARCHERS IN THE QUEST TO FIND METHODS OF TREATMENT, PREVENTION AND A CURE. THE ALZHEIMER'S ASSOCIATION IMPLEMENTS AN AGGRESSIVE GLOBAL RESEARCH AND SCIENCE PROGRAM STRATEGICALLY DESIGNED TO ACCELERATE PROGRESS BY FOSTERING INNOVATION, IDENTIFYING AND CLOSING CRITICAL KNOWLEDGE GAPS, DEVELOPING AND DISSEMINATING TOOLS, AND NURTURING SCIENTIFIC TALENT.THE ALZHEIMER'S ASSOCIATION HAS BEEN A CATALYST AND CONVENER FOR MORE THAN 40 YEARS. WHETHER FUNDING INNOVATIVE GRANTS TO HELP FURTHER TREATMENTS AND DISCOVERY, HOSTING THE ALZHEIMER'S ASSOCIATION INTERNATIONAL CONFERENCE* (AAIC*), THE WORLD'S LARGEST GATHERING OF ALZHEIMER'S RESEARCHERS, OR LEADING ENDEAVORS LIKE THE WORLDWIDE ALZHEIMER'S DISEASE NEUROIMAGING INITIATIVE (WW-ADNI) TO ACCELERATE ADVANCES IN IMAGING, THE ALZHEIMER'S ASSOCIATION SEEKS TO FUND AND ADVANCE BEST-IN-CLASS RESEARCH AND WORKS WITH COLLABORATORS AROUND THE GLOBE FROM ALL SECTORS TO HASTEN THIS PROGRESS.* THESE ARE NAMES THAT ARE TRADEMARKS TO ALZHEIMER'S ASSOCIATION.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$27,770,912ExpenseAmt
Grant$9,907,957GrantAmt
Revenue$4,050RevenueAmt
DescSEE SCHEDULE OADVOCACY - AS ALZHEIMER'S DISEASE THREATENS TO BANKRUPT FAMILIES, BUSINESSES AND OUR HEALTHCARE SYSTEM, SCIENTISTS ARE MOVING CLOSER TO FINDING BETTER TREATMENTS THAT COULD ALTER THE COURSE OF THE DISEASE. THE ALZHEIMER'S ASSOCIATION ADVOCATES FOR PUBLIC POLICIES AIMED AT ADVANCING RESEARCH TOWARD BETTER THERAPIES, DETECTION, METHODS OF PREVENTION AND ULTIMATELY A CURE, AS WELL AS FOR BETTER CARE AND RESOURCES, AND HEALTH AND LONG-TERM COVERAGE TO ENSURE HIGH QUALITY COST EFFECTIVE CARE FOR PEOPLE WITH ALZHEIMER'S DISEASE AND THEIR FAMILIES. MORE THAN 600,000 GRASS ROOTS ALZHEIMER'S ASSOCIATION ADVOCATES SPEAK UP FOR THE NEEDS AND RIGHTS OF PEOPLE WITH ALZHEIMER'S AND THEIR FAMILIES, AND ENCOURAGE CONGRESS TO INCREASE FUNDING FOR RESEARCH AND CARE. ADVOCACY ACTIVITIES ALSO INCLUDE COLLABORATING WITH OTHER ORGANIZATIONS TO IMPROVE QUALITY CARE AND RAISE AWARENESS OF KEY ISSUES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$363,387,339TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming ActivitiesYes (1)GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1312IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2360EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members30GoverningBodyVotingMembersCnt
Independent Voting Member30IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldLAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD HOVLAND COO CFO & ASST TREASURERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3123355771PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1225 N MICHIGAN AVE 17TH FLOORAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606017633ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
BRIAN RICHARDSON - BOARD
CHAIR AND DIRECTOR (THRU 10/2022)12.000.50Yes (X)Yes (X)$0$0$0
SARAH LORANCE - BOARD CHAIR
(AS OF 10/2022) AND DIRECTOR12.000.00Yes (X)Yes (X)$0$0$0
CECILE PERICH - VICE CHAIR
AND DIRECTOR (THRU 10/2022)12.000.00Yes (X)Yes (X)$0$0$0
MINOO JAVANMARDIAN - DIRECTOR
AND VICE CHAIR (AS OF 10/2022)10.000.00Yes (X)Yes (X)$0$0$0
RYAN MUNDY - SECRETARY THRU
10/2022) & DIR. (THRU 06/30/2023)10.000.00Yes (X)Yes (X)$0$0$0
DEBRA PIERSON - DIRECTOR
AND SECRETARY (AS OF 10/2022)10.000.00Yes (X)Yes (X)$0$0$0
BRUCE BAUDE
TREASURER AND DIRECTOR10.000.00Yes (X)Yes (X)$0$0$0
ALEX TSAO
DIRECTOR5.000.00Yes (X)$0$0$0
ANDREW DAHLKEMPER
DIRECTOR5.000.00Yes (X)$0$0$0
ARTHENA CASTON
DIRECTOR (THRU 10/2022)5.000.00Yes (X)$0$0$0
BRUCE LAMB
DIRECTOR5.000.00Yes (X)$0$0$0
DAVID GONZALES
DIRECTOR5.000.00Yes (X)$0$0$0
DAVID HUNTER
DIRECTOR5.000.00Yes (X)$0$0$0
DEAN BRENNER
DIRECTOR5.000.00Yes (X)$0$0$0
DEREK VAN AMERONGEN
DIRECTOR5.000.00Yes (X)$0$0$0
DON PLAUS
DIRECTOR (AS OF 10/2022)5.000.00Yes (X)$0$0$0
DOZENE GUISHARD
DIRECTOR5.000.00Yes (X)$0$0$0
EILEEN KAMERICK
DIRECTOR5.000.00Yes (X)$0$0$0
ELIZABETH SHIH
DIRECTOR5.000.00Yes (X)$0$0$0
W GABRIEL DE LA ROSA
DIRECTOR (AS OF 10/2022)5.000.00Yes (X)$0$0$0
GEOFF HEREDIA
DIRECTOR5.000.00Yes (X)$0$0$0
GEORGE JOHNSON
DIRECTOR (THRU 10/2022)5.000.00Yes (X)$0$0$0
GEORGE WALZ
DIRECTOR5.000.00Yes (X)$0$0$0
IRENE SUDAC
DIRECTOR5.000.00Yes (X)$0$0$0
JOE ARCINIEGA
DIRECTOR5.000.00Yes (X)$0$0$0
JOSEPH JOE MONTMINY
DIRECTOR5.000.00Yes (X)$0$0$0
JULIA WALLACE
DIRECTOR5.000.00Yes (X)$0$0$0
KAREN STEVENSON
DIRECTOR (THRU 10/2022)5.000.00Yes (X)$0$0$0
KARYNE JONES
DIRECTOR5.000.00Yes (X)$0$0$0
MIKAELA LOUIE
DIRECTOR (AS OF 10/2022)5.000.00Yes (X)$0$0$0
NANCY WESTCOTT
DIRECTOR (AS OF 10/2022)5.000.00Yes (X)$0$0$0
NICOLE WALKER
DIRECTOR5.000.00Yes (X)$0$0$0
TONY GONZALES
DIRECTOR (AS OF 10/2022)5.000.00Yes (X)$0$0$0
WENDY DRUMMOND
DIRECTOR (AS OF 10/2022)5.000.00Yes (X)$0$0$0
WILLIAM THOMAS
DIRECTOR5.000.00Yes (X)$0$0$0
HARRY JOHNS
CHIEF EXEC. OFF. (THRU 12/2022)60.001.06Yes (X)$1,218,968$30,603$231,945
KATHERINE JOANNE PIKE
PRESIDENT/CEO (AS OF 01/2023)60.000.78Yes (X)$828,552$16,512$112,658
ANTHONY D'AMATO - ASST SECY
& VP LEGAL & GENERAL COUNSEL60.000.02Yes (X)$361,787$232$24,301
RICHARD HOVLAND
COO, CFO, & ASST. TREASURER60.000.11$681,752$1,865$98,992Yes (X)
DONNA MCCULLOUGH - CHIEF
MISSION & FIELD OPERATIONS OFFICER60.000.11$751,060$1,984$86,626Yes (X)
MARIA CARRILLO
CHIEF SCIENCE OFFICER60.000.00$702,500$0$108,461Yes (X)
ROBERT EGGE
CHIEF PUBLIC POLICY OFFICER60.001.34$599,398$21,176$104,881Yes (X)
KENANN CASSIDY
EAST AREA LEADER60.000.00$635,639$0$78,278Yes (X)
CARL HILL
CHIEF DE&I OFFICER60.000.00$435,565$0$67,389Yes (X)
MICHELLE HELTON
VP, FINANCIAL OPERATIONS60.000.00$358,429$0$69,413Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$6,573,650TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$72,372TotReportableCompRltdOrgAmt
Total Other Compensation$982,944TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K406IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
NAVISTAR DIRECT MARKETING LLC
4612 NAVISTAR DRIVEFREDERICKMD21703DIRECT MARKETING$18,229,686
HAWORTH MARKETING & MEDIA LLC
45 S 7TH STREET SUITE 2400MINNEAPOLISMN55402ADVERTISING$11,182,915
NEVER WITHOUT LLC
580 TANACRESTATLANTAGA30328ADVERTISING$9,479,635
SOFTCHOICE CORPORATION
16609 COLLECTIONS CENTER DRIVECHICAGOIL60693EQUIPMENT/SOFTWARE$3,678,015
PERSONIFY INC
6500 RIVER PLACE BOULEVARD BLD 3 SUAUSTINTX78730CRM/TECHNOLOGY$2,847,938
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K135CntrctRcvdGreaterThan100KCnt
Membership Dues$488,961MembershipDuesAmt
Fundraising$21,919,915FundraisingAmt
Government Grants$28,082,901GovernmentGrantsAmt
All Other Contributions$357,575,001AllOtherContributionsAmt
Noncash Contributions$8,159,565NoncashContributionsAmt
Total Contributions$408,066,778TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PROGRAM CONFERENCES611710$3,757,584$3,757,584
SAFE RETURN REG. FEES611710$457,324$457,324
JOURNAL513120$136,427$136,427
CAREGIVER TRAINING611710$109,367$109,367
FieldValueIRS element (for citing)
Total Program Service Revenue$4,460,702TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,868,070TotalRevenueColumnAmt
Exclusion$9,868,070ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$79,588TotalRevenueColumnAmt
Exclusion$79,588ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$95,503,489SecuritiesAmt
Other$567,430OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$99,758,759SecuritiesAmt
Other$297,817OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$4,255,270SecuritiesAmt
Other$269,613OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$3,985,657TotalRevenueColumnAmt
Exclusion-$3,985,657ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$3,779,070FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$21,919,915ContriRptFundraisingEventAmt
Fundraising Direct Expenses$11,228,500FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$7,449,430TotalRevenueColumnAmt
Exclusion-$7,449,430ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$89,647GamingGrossIncomeAmt
Gaming Direct Expenses$23,367GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$66,280TotalRevenueColumnAmt
Exclusion$66,280ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$168,196GrossSalesOfInventoryAmt
Cost Of Goods Sold$138,855CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,341TotalRevenueColumnAmt
Exclusion$29,341ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
STATE SPONSORED REV900099$1,057,722$1,057,722
MISCELLANEOUS REVENUE900099$207,908$207,908
AFFILIATE REVENUE900099$24,000$24,000
FieldValueIRS element (for citing)
Other Revenue Total$1,289,630OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$412,425,302TotalRevenueColumnAmt
Related Or Exempt Func Income$4,460,702RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$102,178ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$69,774,080TotalAmt
Program Services$69,774,080ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$1,633,806TotalAmt
Program Services$1,633,806ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$14,672,272TotalAmt
Program Services$14,672,272ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,812,052TotalAmt
Program Services$1,741,964ProgramServicesAmt
Management And General$1,769,345ManagementAndGeneralAmt
Fundraising$300,743FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$541,236TotalAmt
Program Services$105,247ProgramServicesAmt
Management And General$435,989ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$165,250,355TotalAmt
Program Services$125,571,122ProgramServicesAmt
Management And General$4,056,828ManagementAndGeneralAmt
Fundraising$35,622,405FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$14,793,571TotalAmt
Program Services$11,194,008ProgramServicesAmt
Management And General$463,020ManagementAndGeneralAmt
Fundraising$3,136,543FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$23,586,221TotalAmt
Program Services$17,648,118ProgramServicesAmt
Management And General$841,837ManagementAndGeneralAmt
Fundraising$5,096,266FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$11,813,364TotalAmt
Program Services$8,917,584ProgramServicesAmt
Management And General$414,461ManagementAndGeneralAmt
Fundraising$2,481,319FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$720,691TotalAmt
Program Services$491,093ProgramServicesAmt
Management And General$120,632ManagementAndGeneralAmt
Fundraising$108,966FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$183,993TotalAmt
Management And General$183,993ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$785,500TotalAmt
Program Services$785,500ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$2,957,992TotalAmt
Fundraising$2,957,992FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,056,926TotalAmt
Management And General$1,056,926ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$33,117,180TotalAmt
Program Services$25,501,696ProgramServicesAmt
Management And General$1,778,260ManagementAndGeneralAmt
Fundraising$5,837,224FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$23,660,587TotalAmt
Program Services$20,611,879ProgramServicesAmt
Management And General$23,627ManagementAndGeneralAmt
Fundraising$3,025,081FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$38,739,036TotalAmt
Program Services$26,327,186ProgramServicesAmt
Management And General$4,782,582ManagementAndGeneralAmt
Fundraising$7,629,268FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,006,883TotalAmt
Program Services$3,743,891ProgramServicesAmt
Management And General$619,590ManagementAndGeneralAmt
Fundraising$643,402FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$17,834,363TotalAmt
Program Services$12,281,983ProgramServicesAmt
Management And General$2,858,414ManagementAndGeneralAmt
Fundraising$2,693,966FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$10,346,257TotalAmt
Program Services$7,833,620ProgramServicesAmt
Management And General$380,782ManagementAndGeneralAmt
Fundraising$2,131,855FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$15,027,343TotalAmt
Program Services$11,148,192ProgramServicesAmt
Management And General$400,704ManagementAndGeneralAmt
Fundraising$3,478,447FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,568,032TotalAmt
Program Services$2,435,830ProgramServicesAmt
Management And General$580,795ManagementAndGeneralAmt
Fundraising$551,407FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$801,809TotalAmt
Program Services$561,607ProgramServicesAmt
Management And General$126,203ManagementAndGeneralAmt
Fundraising$113,999FundraisingAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescVOLUNTEER EXPENSESDesc
Total$327,858TotalAmt
Program Services$270,983ProgramServicesAmt
Management And General$3,243ManagementAndGeneralAmt
Fundraising$53,632FundraisingAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$171,662TotalAmt
Program Services$135,678ProgramServicesAmt
Management And General$3,284ManagementAndGeneralAmt
Fundraising$32,700FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$460,183,069TotalAmt
Program Services$363,387,339ProgramServicesAmt
Management And General$20,900,515ManagementAndGeneralAmt
Fundraising$75,895,215FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$20,746,862TotalAmt
Program Services$11,453,533ProgramServicesAmt
Management And General$3,314,672ManagementAndGeneralAmt
Fundraising$5,978,657FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$33,251,956BOYAmt
EOY$33,005,194EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$65,618,284BOYAmt
EOY$69,914,175EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,842,339BOYAmt
EOY$9,281,932EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$994,394BOYAmt
EOY$1,139,552EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,884,837BOYAmt
EOY$6,878,562EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$52,049,550LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$29,505,492LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$23,047,798BOYAmt
EOY$22,544,058EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$307,441,707BOYAmt
EOY$279,895,138EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$46,162,297BOYAmt
EOY$48,862,387EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$791,018BOYAmt
EOY$41,450,088EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$493,034,630BOYAmt
EOY$512,971,086EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$42,837,349BOYAmt
EOY$40,815,538EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$113,363,842BOYAmt
EOY$119,714,478EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,137,654BOYAmt
EOY$5,328,836EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,827,817BOYAmt
EOY$54,144,258EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$173,166,662BOYAmt
EOY$220,003,110EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$182,693,824BOYAmt
EOY$145,095,594EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$137,174,144BOYAmt
EOY$147,872,382EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$319,867,968BOYAmt
EOY$292,967,976EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$493,034,630BOYAmt
EOY$512,971,086EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$47,757,767ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$18,773,985NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$2,083,790OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$361,019,360CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$377,982,664CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$375,847,517CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$459,516,582CurrentTaxYearMinus1YearAmt
Current Tax Year$408,066,778CurrentTaxYearAmt
Total$1,982,432,901TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$361,019,360CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$377,982,664CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$375,847,517CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$459,516,582CurrentTaxYearMinus1YearAmt
Current Tax Year$408,066,778CurrentTaxYearAmt
Total$1,982,432,901TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$19,706,429SubstantialContributorsTotAmt
Public Support Total170$1,962,726,472PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,237,819CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,384,406CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,916,186CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,768,441CurrentTaxYearMinus1YearAmt
Current Tax Year$9,947,658CurrentTaxYearAmt
Total$49,254,510TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,245,835CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,689,260CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,972,899CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,786,019CurrentTaxYearMinus1YearAmt
Current Tax Year$5,326,543CurrentTaxYearAmt
Total$33,020,556TotalAmt
FieldValueIRS element (for citing)
Total Support$2,064,707,967TotalSupportAmt
Gross Receipts Rltd Activities$27,359,005GrossReceiptsRltdActivitiesAmt
Public Support CY1700.95060PublicSupportCY170Pct
Public Support PY1700.94600PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationAFFILIATE REVENUE - 2018 AMOUNT: $ 15,030. 2019 AMOUNT: $ 14,103. 2020 AMOUNT: $ 16,363. 2021 AMOUNT: $ 28,524. 2022 AMOUNT: $ 24,000. FUNDRAISING AND GAMING EVENTS - 2018 AMOUNT: $ 7,532,657. 2019 AMOUNT: $ 4,700,628. 2020 AMOUNT: $ 6,637,711. 2021 AMOUNT: $ 3,959,917. 2022 AMOUNT: $ 3,868,717. INCOME FROM SALES OF INVENTORY - 2018 AMOUNT: $ 242,384. 2019 AMOUNT: $ 132,390. 2020 AMOUNT: $ 115,729. 2021 AMOUNT: $ 99,420. 2022 AMOUNT: $ 168,196. GROUP CHAPTER REVENUE - 2018 AMOUNT: $ 247,444. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. CHAPTER RENT ABATEMENT - 2018 AMOUNT: $ 171,073. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. OTHER INCOME - 2018 AMOUNT: $ 37,247. 2019 AMOUNT: $ 842,139. 2020 AMOUNT: $ 1,203,096. 2021 AMOUNT: $ 334,434. 2022 AMOUNT: $ 207,908. SPONSORED PROCEEDS - 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 1,363,724. 2022 AMOUNT: $ 1,057,722.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersYes (1)VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media AdvertisementsYes (1)MediaAdvertisementsInd
Media Advertisements$239,689MediaAdvertisementsAmt
Mailings Members0MailingsMembersInd
Publications Or BroadcastYes (1)PublicationsOrBroadcastInd
Grants Other OrganizationsYes (1)GrantsOtherOrganizationsInd
Grants Other Organizations$9,857,233GrantsOtherOrganizationsAmt
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$3,422,042DirectContactLegislatorsAmt
Rallies DemonstrationsYes (1)RalliesDemonstrationsInd
Rallies Demonstrations$1,706,751RalliesDemonstrationsAmt
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$15,225,715TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
LINE 1A:VOLUNTEERS MOST OF ALZHEIMER'S ASSOCIATION ADVOCACY IS THROUGH VOLUNTEERS AND DELIVERS TRAINING TO DEVELOP AND ORGANIZE GRASSROOTS ACTIVITIES. AS ALZHEIMER'S DISEASE AND RELATED DEMENTIAS THREATEN TO BANKRUPT FAMILIES, BUSINESSES, AND THE HEALTHCARE SYSTEM, SCIENTISTS ARE FINDING TREATMENTS THAT CAN ALTER THE COURSE OF THE DISEASE. THE ALZHEIMER'S ASSOCIATION ADVOCATES FOR PUBLIC POLICIES AIMED AT ADVANCING RESEARCH TOWARD BETTER TREATMENTS, DETECTION, METHODS OF PREVENTION, AND ULTIMATELY A CURE, AS WELL AS FOR HIGH-QUALITY HEALTHCARE AND LONG-TERM SERVICES AND SUPPORT FOR PEOPLE WITH ALZHEIMER'S AND THEIR FAMILIES. ADVOCACY ACTIVITIES ALSO INCLUDE COLLABORATING WITH OTHER ORGANIZATIONS TO IMPROVE QUALITY CARE AND RAISE AWARENESS OF KEY ISSUES.
LINE 1B:PAID STAFF OR MANAGEMENT ALZHEIMER'S ASSOCIATION HAS PAID STAFF WHO ENGAGE ON BEHALF OF ALZHEIMER'S ASSOCIATION IN PUBLIC POLICY WORK, INCLUDING EDUCATING POLICYMAKERS AND SUPPORTING THE ADVOCACY WORK OF VOLUNTEERS.
LINE 1C:MEDIA ADVERTISEMENTS MEDIA ADVERTISEMENTS RAN IN WASHINGTON D.C. FOR KEY ADVOCACY AWARENESS OPPORTUNITIES DURING THE YEAR.
LINE 1D:MAILING TO MEMBERS, LEGISLATORS OR THE PUBLIC IN KEEPING WITH RECENT YEARS, NO MAILINGS WERE SENT OUT TO LEGISLATORS IN FY23.
LINE 1E:PUBLICATIONS, OR PUBLISHED OR BROADCAST STATEMENTS ALZHEIMER'S ASSOCIATION DISTRIBUTED FEDERAL AND STATE UPDATES VIA EMAIL APPROXIMATELY 400 TIMES DURING THE YEAR. LINE 1F: GRANTS TO OTHER ORGANIZATIONS FOR LOBBYING PURPOSES ALZHEIMER'S ASSOCIATION MAKES A GRANT TO ALZHEIMER'S IMPACT MOVEMENT (AIM) WHICH IS USED FOR THE LOBBYING PURPOSES DISCUSSED ABOVE AND WHICH IS ALSO SHOWN ON THE FORM 990 OF AIM AS A LOBBYING EXPENSE. AS SUCH, THE AMOUNT OF THE GRANT IS REPORTED TWICE FOR TRANSPARENCY PURPOSES. LINE 1G: DIRECT CONTACT ALZHEIMER'S ASSOCIATION USES INTERNAL STAFF AND RETAINED LOBBYISTS TO EDUCATE POLICYMAKERS ABOUT ALZHEIMER'S ASSOCIATION POLICY RECOMMENDATIONS. LINE 1H: RALLIES, DEMONSTRATIONS, SEMINARS, ETC. THE AIM ADVOCACY FORUM WAS HELD IN PERSON IN MARCH 2023. IN THE SPRING OF 2023, THE ALZHEIMER'S ASSOCIATION ORGANIZED RALLIES ACROSS THE COUNTRY TO COMMUNICATE TO POLICYMAKERS THE IMPORTANCE OF UNDERSTANDING THE NEEDS AND PERSPECTIVES OF THOSE WITH DEMENTIA AND THEIR CAREGIVERS WHEN MAKING FEDERAL AND STATE POLICIES.

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,036,792BeginningYearBalanceAmt
Contributions$96,187ContributionsAmt
Investment Earnings Or Losses-$138,029InvestmentEarningsOrLossesAmt
Other Expenditures-$138,029OtherExpendituresAmt
End Year Balance$16,132,979EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$24,505,547BeginningYearBalanceAmt
Contributions$2,500ContributionsAmt
Investment Earnings Or Losses-$2,111,453InvestmentEarningsOrLossesAmt
Other Expenditures$6,359,802OtherExpendituresAmt
End Year Balance$16,036,792EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$24,252,597BeginningYearBalanceAmt
Contributions$252,950ContributionsAmt
Investment Earnings Or Losses$4,771,161InvestmentEarningsOrLossesAmt
Other Expenditures$4,771,161OtherExpendituresAmt
End Year Balance$24,505,547EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$24,252,597BeginningYearBalanceAmt
Investment Earnings Or Losses$1,490,922InvestmentEarningsOrLossesAmt
Other Expenditures$1,490,922OtherExpendituresAmt
End Year Balance$24,252,597EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$24,043,831BeginningYearBalanceAmt
Contributions$208,766ContributionsAmt
Investment Earnings Or Losses$1,557,825InvestmentEarningsOrLossesAmt
Other Expenditures$1,557,825OtherExpendituresAmt
End Year Balance$24,252,597EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$562,618OtherCostOrOtherBasisAmt
Book Value$562,618BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,417,706OtherCostOrOtherBasisAmt
Depreciation$278,746DepreciationAmt
Book Value$1,138,960BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,628,998OtherCostOrOtherBasisAmt
Depreciation$7,553,570DepreciationAmt
Book Value$4,075,428BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,742,881OtherCostOrOtherBasisAmt
Depreciation$3,924,922DepreciationAmt
Book Value$817,959BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$33,697,347OtherCostOrOtherBasisAmt
Depreciation$17,748,254DepreciationAmt
Book Value$15,949,093BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$22,544,058TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
BENEFICIAL INTEREST$34,999,392F
LIMITED PARTNERHSIP$5,825,075F
COMMINGLED TRUST FUND$5,802,103F
PRIVATE EQUITY$2,190,222F
ASSETS HELD IN TRUST$45,595F
FieldValueIRS element (for citing)
Total Book Value Securities$48,862,387TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
RIGHT-OF-USE OPERATING ASSETS$40,680,233
OTHER ASSETS$769,855
FieldValueIRS element (for citing)
Total Book Value Other Assets$41,450,088TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
OPERATING LEASE OBLIGATIONS$48,246,941
GIFT ANNUITY OBLIGATIONS$5,897,317
FieldValueIRS element (for citing)
Total Liability$54,144,258TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$446,382,615TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$18,773,985NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$11,052,478DonatedServicesAndUseFcltsAmt
Other Revenue-$380,295OtherRevenueAmt
Revenue Not Reported$29,446,168RevenueNotReportedAmt
Revenue Subtotal$416,936,447RevenueSubtotalAmt
Investment Expenses Not Incld$1,056,926InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$5,568,071OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$4,511,145RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$412,425,302TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$473,282,607TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$11,052,478DonatedServicesUseFcltsAmt
Other Expenses Included$3,103,986OtherExpensesIncludedAmt
Expenses Not Reported$14,156,464ExpensesNotReportedAmt
Expenses Subtotal$459,126,143ExpensesSubtotalAmt
Investment Expenses Not Incld2$1,056,926InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$1,056,926ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$460,183,069TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:INTENDED USES OF ENDOWMENT FUNDS A PORTION OF THE NET ASSETS WITH DONOR RESTRICTIONS ARE RESTRICTED AS INVESTMENTS IN PERPETUITY. ALZHEIMER'S ASSOCIATION ENDOWMENT ONLY CONSISTS OF DONOR-RESTRICTED ENDOWMENT FUNDS. NET ASSETS ASSOCIATED WITH ALZHEIMER'S ASSOCIATION ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OF DONOR-IMPOSED RESTRICTIONS. DONORS RESTRICT THE EARNINGS OF SOME OF ALZHEIMER'S ASSOCIATION ENDOWMENT FUNDS TO FUND ALZHEIMER'S ASSOCIATION RESEARCH PROGRAM. IN ACCORDANCE WITH DONOR STIPULATIONS, THE INCOME GENERATED FROM THESE ASSETS IS RESTRICTED FOR RESEARCH (APPROXIMATELY 56%) OR NOT PURPOSE RESTRICTED (APPROXIMATELY 44%). ALZHEIMER'S ASSOCIATION ACCOUNTS FOR ENDOWMENT NET ASSETS BY PRESERVING THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR-RESTRICTED ENDOWMENT FUND ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT, ALZHEIMER'S ASSOCIATION CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (1) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (2) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT AND (3) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE ENDOWMENT FUND. ALZHEIMER'S ASSOCIATION CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONOR-RESTRICTED ENDOWMENT FUNDS: - THE DURATION AND PRESERVATION OF THE FUND; - THE PURPOSES OF ALZHEIMER'S ASSOCIATION AND THE DONOR-RESTRICTED ENDOWMENT FUND; - GENERAL ECONOMIC CONDITIONS; - THE POSSIBLE EFFECTS OF INFLATION AND DEFLATION; - THE EXPECTED TOTAL RETURN FROM INCOME AND THE APPRECIATION OF INVESTMENTS; - OTHER RESOURCES OF ALZHEIMER'S ASSOCIATION; AND - THE INVESTMENT POLICIES OF ALZHEIMER'S ASSOCIATION. ALZHEIMER'S ASSOCIATION HAS ADOPTED AN INVESTMENT POLICY THAT ATTEMPTS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. AS OF JUNE 30, 2023 AND 2022, ENDOWMENT ASSETS ONLY INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT ALZHEIMER'S ASSOCIATION MUST HOLD IN PERPETUITY, AS ALZHEIMER'S ASSOCIATION DOES NOT HAVE ANY BOARD-DESIGNATED ENDOWMENT FUNDS. UNDER THIS POLICY, AS APPROVED BY THE BOARD OF DIRECTORS, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PROVIDE ADEQUATE LIQUIDITY, MAXIMIZING RETURNS ON ALL FUNDS INVESTED AND ACHIEVING FULL EMPLOYMENT OF ALL AVAILABLE FUNDS AS EARNING ASSETS. ALZHEIMER'S ASSOCIATION HAS AN ACTIVE FINANCE COMMITTEE AND INVESTMENT SUB-COMMITTEE THAT MEETS REGULARLY TO ENSURE THAT THE OBJECTIVES OF THE INVESTMENT POLICY ARE MET, AND THAT THE STRATEGIES USED TO MEET THE OBJECTIVES ARE IN ACCORDANCE WITH THE INVESTMENT POLICY. ALZHEIMER'S ASSOCIATION POLICY IS TO APPROPRIATE SPENDING AMOUNTS DEEMED PRUDENT FOR DONOR-RESTRICTED FUNDS. PART IX, RIGHT-OF-USE OPERATING ASSETS, LINE 1 AND PART X, OPERATING LEASE OBLIGATIONS, LINE 1(2): THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") IMPLEMENTED A NEW LEASE ACCOUNTING STANDARD THAT BECAME EFFECTIVE FOR ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION, INC. IN THE YEAR ENDING JUNE 30, 2023. THIS ACCOUNTING STANDARD WAS EFFECTUATED TO IMPROVE THE TRANSPARENCY SURROUNDING KEY INFORMATION PERTAINING TO AN EXEMPT ORGANIZATION'S LEASING ARRANGEMENTS (AND TO ENSURE THAT ALL ORGANIZATIONS WERE RECORDING THE TRANSACTIONS UNIFORMLY ON THEIR BALANCE SHEETS).
PART X, LINE 2:FIN 48 THE ASSOCIATION AND ALZHEIMER'S IMPACT MOVEMENT (AIM) HAVE RECEIVED FAVORABLE DETERMINATION LETTERS FROM THE INTERNAL REVENUE SERVICE, STATING THAT THEY ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(A) OF THE INTERNAL REVENUE CODE OF 1986 (IRC), AS ORGANIZATIONS DESCRIBED IN SECTIONS 501(C)(3) AND 501(C)(4), RESPECTIVELY, EXCEPT FOR INCOME TAXES PERTAINING TO UNRELATED BUSINESS INCOME. ALZHEIMER'S IMPACT MOVEMENT POLITICAL ACTION COMMITTEE (AIMPAC) IS A POLITICAL ACTION COMMITTEE ORGANIZATION EXEMPT FROM FEDERAL TAXES UNDER SECTION 527 OF THE IRC. THE ALZHEIMER'S ASSOCIATION INTERNATIONAL IS A NOT-FOR-PROFIT CANADIAN ENTITY. THE COALITION OF NEW YORK STATE ALZHEIMER'S ASSOCIATION CHAPTERS, INC. IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE IRC AND HAS NOT BEEN CLASSIFIED AS A PRIVATE FOUNDATION; THEREFORE, NO PROVISION FOR INCOME TAX HAS BEEN MADE IN THE FINANCIAL STATEMENTS. THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ISSUED GUIDANCE THAT REQUIRES TAX EFFECTS FROM UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THERE ARE NO MATERIAL UNCERTAIN POSITIONS THAT REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS AND, AS SUCH, NO PROVISION FOR INCOME TAXES IS REFLECTED. ADDITIONALLY, THERE ARE NO INTEREST OR PENALTIES RECOGNIZED IN THE CONSOLIDATED STATEMENT OF ACTIVITIES OR STATEMENT OF FINANCIAL POSITION.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN VALUE OF PERPETUAL TRUSTS 636,460. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -1,016,755.
PART XI, LINE 4B - OTHER ADJUSTMENTS:RECLASS OF COST OF GOODS SOLD -138,855. RECLASS OF FUNDRAISING EXPENSES -5,405,849. RECLASS OF GAMING EXPENSES -23,367.
PART XII, LINE 2D - OTHER ADJUSTMENTS:BAD DEBT EXPENSE 841,432. RECLASS OF GAMING EXPENSES 23,367. RESCINDED RESEARCH GRANTS -3,305,517. RECLASS OF FUNDRAISING EXPENSES 5,405,849. RECLASS OF COST OF GOODS SOLD 138,855.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EUROPE (INCLUDING ICELAND & GREENLAND)00GRANTMAKING$9,164,903
SOUTH AMERICA00GRANTMAKING$2,102,904
NORTH AMERICA00GRANTMAKING$2,084,960
EAST ASIA AND THE PACIFIC00GRANTMAKING$868,527
SOUTH ASIA00GRANTMAKING$199,974
SUB-SAHARAN AFRICA00GRANTMAKING$174,841
CENTRAL AMERICA AND THE CARIBBEAN00GRANTMAKING$51,163
MIDDLE EAST AND NORTH AFRICA00GRANTMAKING$25,000
EUROPE (INCLUDING ICELAND & GREENLAND)00INVESTMENTS$2,747,206
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$14,672,272SubtotalSpentAmt
Continuation Spent$2,747,206ContinuationSpentAmt
Total Spent$17,419,478TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (92 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmt
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,PROGRAM SUPPORT$25,000WIRE$0
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,PROGRAM SUPPORT$25,000WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$867,431WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$199,866WIRE$0
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,PROGRAM SUPPORT$24,897WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$249,460WIRE$0
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,PROGRAM SUPPORT$25,000WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$131,218WIRE$0
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATESPROGRAM SUPPORT$153,348WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$300,000WIRE$0
SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL,PROGRAM SUPPORT$199,974WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$39,193WIRE$0
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,PROGRAM SUPPORT$43,557WIRE$0
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,PROGRAM SUPPORT$200,000WIRE$0
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,PROGRAM SUPPORT$25,000WIRE$0
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,PROGRAM SUPPORT$22,805WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$199,980WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$59,925WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$24,987WIRE$0
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,PROGRAM SUPPORT$175,000WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$25,000WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$25,000WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$150,000WIRE$0
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATESPROGRAM SUPPORT$749,094WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$25,000WIRE$0
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,PROGRAM SUPPORT$44,762WIRE$0
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,PROGRAM SUPPORT$25,000WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$645,150WIRE$0
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,PROGRAM SUPPORT$24,945WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$249,995WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$500,000WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$152,033WIRE$0
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,PROGRAM SUPPORT$199,729WIRE$0
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,PROGRAM SUPPORT$24,580WIRE$0
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,PROGRAM SUPPORT$25,000WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$199,483WIRE$0
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,PROGRAM SUPPORT$25,000WIRE$0
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,PROGRAM SUPPORT$24,852WIRE$0
MIDDLE EAST AND NORTH AFRICAPROGRAM SUPPORT$25,000WIRE$0
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,PROGRAM SUPPORT$94,500WIRE$0
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,PROGRAM SUPPORT$55,161WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$60,000WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$15,000WIRE$0
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATESPROGRAM SUPPORT$124,786WIRE$0
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATESPROGRAM SUPPORT$108,840WIRE$0
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATESPROGRAM SUPPORT$117,800WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$202,712WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$107,436WIRE$0
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATESPROGRAM SUPPORT$100,000WIRE$0
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,PROGRAM SUPPORT$199,169WIRE$0
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,PROGRAM SUPPORT$197,471WIRE$0
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATESPROGRAM SUPPORT$249,700WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$25,000WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$37,998WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$24,141WIRE$0
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,PROGRAM SUPPORT$51,163WIRE$0
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,PROGRAM SUPPORT$50,000WIRE$0
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,PROGRAM SUPPORT$25,000WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$200,000WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$199,999WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$160,000WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$60,000WIRE$0
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATESPROGRAM SUPPORT$250,000WIRE$0
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATESPROGRAM SUPPORT$24,996WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$199,998WIRE$0
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,PROGRAM SUPPORT$53,155WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$199,650WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$200,000WIRE$0
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATESPROGRAM SUPPORT$124,653WIRE$0
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATESPROGRAM SUPPORT$81,635WIRE$0
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,PROGRAM SUPPORT$200,000WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$219,268WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$193,200WIRE$0
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,PROGRAM SUPPORT$24,999WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$199,951WIRE$0
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,PROGRAM SUPPORT$197,578WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$200,000WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$298,500WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$196,350WIRE$0
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,PROGRAM SUPPORT$250,000WIRE$0
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,PROGRAM SUPPORT$200,000WIRE$0
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,PROGRAM SUPPORT$199,830WIRE$0
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,PROGRAM SUPPORT$199,826WIRE$0
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,PROGRAM SUPPORT$188,467WIRE$0
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,PROGRAM SUPPORT$47,379WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$299,999WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$637,000WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$300,000WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$300,000WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$200,000WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$199,980WIRE$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMPROGRAM SUPPORT$180,000WIRE$0
FieldValueIRS element (for citing)
Total501c3 Org92Total501c3OrgCnt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:PROCEDURE FOR MONITORING USE OF GRANT FUNDS OUTSIDE U.S. THE OVER-SIGHT OF THE SCIENTIFIC INTEGRITY OF THE ALZHEIMER'S ASSOCIATION NATIONAL AND INTERNATIONAL RESEARCH GRANT PROGRAM IS THREE-FOLD. FIRST, THE ALZHEIMER'S ASSOCIATION VOLUNTARY MEDICAL & SCIENTIFIC ADVISORY GROUP (MSAG), THE ALZHEIMER'S ASSOCIATION INTERNATIONAL RESEARCH GRANT PROGRAM (IRGP) COUNCIL, AND ALZHEIMER'S ASSOCIATION MEDICAL & SCIENTIFIC RELATIONS DIVISION, ENSURES PEER REVIEW AND HIGH QUALITY OF FUNDED AWARDS DURING THE GRANT REVIEW PROCESS AND DEVELOPS FOCUSED REQUESTS FOR APPLICATIONS (RFAS) BASED ON IDENTIFIED NEEDS IN THE ALZHEIMER'S AND ALL DEMENTIA RESEARCH COMMUNITY. SECOND, THE ALZHEIMER'S ASSOCIATION IS ENGAGED IN A PORTFOLIO ANALYSIS OF SCIENTIFIC AREAS OF INVESTMENT TO MONITOR THE DIVERSITY OF THE GRANTS PORTFOLIO, POTENTIAL GAPS IN RESEARCH FUNDING, AND POTENTIAL OVERLAP OF AREAS FUNDED. THE ANALYSIS INFORMS FUTURE FUNDING DECISIONS, STRATEGIC ACTIVITIES AND AREAS OF FUTURE-RFA FOCUS. THIRD, THERE IS A DETAILED PROCESS ONCE A GRANT IS AWARDED TO MONITOR PROGRAM AND SCIENTIFIC AND FINANCIAL INTEGRITY AND, FOR THE FELLOWSHIP PROGRAM, THERE IS A MENTOR EVALUATION. THE ALZHEIMER'S ASSOCIATION MONITORS THE USE OF GRANT FUNDS BOTH INSIDE AND OUTSIDE OF THE UNITED STATES AS FOLLOWS: ALL AWARDEES ARE REQUIRED TO PROVIDE ANNUAL AND IN SOME CASES BI-ANNUAL REPORTING TO THE ALZHEIMER'S ASSOCIATION ON BOTH THE STATUS OF THE RESEARCH PROJECT AND FINANCIAL EXPENDITURES ASSOCIATED WITH THE PROJECT. SEVERAL PROGRAMS ARE LEVERAGED FUNDING OPPORTUNITIES WITH PARTNER ORGANIZATIONS. THESE RESEARCH PROJECTS AND FINANCIAL EXPENDITURE REPORTS ARE SHARED BETWEEN THE PARTNER ORGANIZATION(S). ALZHEIMER'S ASSOCIATION GRANT MANAGEMENT SYSTEM SENDS NOTIFICATIONS PRIOR TO THE ANNIVERSARY OF THE AWARD START DATE AS A REMINDER OF THE REQUIRED REPORTS AND DEADLINES, WHICH INCLUDE AN INTERIM SCIENTIFIC REPORT, INTERIM FINANCIAL REPORT, MENTOR EVALUATION, DOCUMENTATION OF ANY PUBLICATIONS AS A RESULT OF ASSOCIATION FUNDING, AND ANNUAL VERIFICATION OF REQUIRED ETHICAL (ANIMAL AND HUMAN AND RECOMBINANT DNA APPROVALS) APPROVALS. THE INSTITUTIONAL OFFICIAL WHO HAS FISCAL RESPONSIBILITY FOR THE AWARD CANNOT BE THE PRIMARY INVESTIGATOR OF THE PROJECT. THE ALZHEIMER'S ASSOCIATION PROVIDES A TEMPLATE FOR THE INTERIM SCIENTIFIC REPORT AND A TEMPLATE FOR THE INTERIM FINANCIAL REPORT AND THE MENTOR EVALUATION, BOTH OF WHICH ARE AVAILABLE FOR DOWNLOAD BY THE RESEARCHERS AS WELL AS THE OFFICIAL WITH FISCAL RESPONSIBILITY FOR THE GRANT AT THE AWARDED INSTITUTION AT HTTPS://PROPOSALCENTRAL.COM. THE FINANCIAL REPORT MUST BE SIGNED BY THE INSTITUTIONAL OFFICIAL WITH FISCAL RESPONSIBILITY, AND FOR THE FELLOWSHIP PROGRAMS, THE MENTOR EVALUATION MUST BE SIGNED BY MENTOR AND FELLOW AND ALL REPORTS MUST BE UPLOADED BY THE AWARD RECIPIENT TO PROPOSAL CENTRAL. AFTER RECEIPT, ALL FINANCIAL REPORTS ARE REVIEWED BY AN ALZHEIMER'S ASSOCIATION SPECIALIST FOR ACCURACY AND CONSISTENCY WITH THE AGREED UPON BUDGET. IN ADDITION, ALZHEIMER'S ASSOCIATION REQUIRES PROTOCOL CONTINUATION APPROVAL (I.E., INSTITUTIONAL ANIMAL CARE AND USE COMMITTEE (IACUC), INSTITUTIONAL ETHICAL REVIEW BOARD (IRB), RECOMBINANT DNA PROTOCOL (RDNA)) ANNUALLY, IF APPLICABLE FOR THE RESEARCH PROJECT. ANY SUBSEQUENT PAYMENTS TO GRANT AWARDEES ARE GENERATED AFTER THE RECEIPT OF THESE DOCUMENTS AND APPROVAL BY THE CHIEF SCIENCE OFFICER, MEDICAL AND SCIENTIFIC RELATIONS. AT THE CONCLUSION OF THE AWARD, ALL REPORTS/PUBLICATION(S) ARE DUE 90 DAYS AFTER THE AWARD EXPIRES AND MUST BE UPLOADED TO THE PROPOSALCENTRAL ONLINE SYSTEM. THE FINANCIAL REPORT MUST BE SIGNED BY THE INSTITUTIONAL OFFICIAL WHO HAS FISCAL RESPONSIBILITY FOR THE AWARD. PUBLICATION(S) AS ACCEPTED ARE UPLOADED TO PROPOSALCENTRAL DURING AND AFTER THE DURATION OF THE GRANT. IT IS EXPECTED THAT AWARDEES WILL CONTINUE TO MAINTAIN RECORD OF ANY PUBLICATION(S) ACKNOWLEDGING THE ALZHEIMER'S ASSOCIATION. DATA GENERATED AS A RESULT OF ALZHEIMER'S ASSOCIATION FUNDED WORK IS SUBJECT TO DATA SHARING, AS A CONDITION OF AWARD. DATA AND OTHER OUTPUTS OF THE PROJECT ARE SUBJECTED TO THIS POLICY FOR QUICK, REASONABLE SUBMISSIONS FOR COMPLETED WORK. FURTHER, AWARDEES HAVE THE OPPORTUNITY TO SUBMIT/SHARE DATA, AS APPLICABLE, THROUGH THE GLOBAL ALZHEIMER'S ASSOCIATION INTERACTIVE NETWORK (GAAIN*), A GLOBAL INFRASTRUCTURE CONNECTING RESEARCH STUDIES FROM AROUND THE WORLD THROUGH ONE PORTAL WHERE DATA CAN BE INTERROGATED IN AGGREGATE FOR ANALYSIS USING A VIRTUAL MACHINE. GAAIN IS WHOLLY FUNDED BY THE ALZHEIMER'S ASSOCIATION. IN ADDITION, ALZHEIMER'S ASSOCIATION REQUESTS, MONITORS, AND FOLLOWS-UP TO ENSURE SUBMISSION COMPLIANCE ON ALL AWARDED GRANTS AND THAT FINANCIAL REPORTING REQUIREMENTS ARE MET. AWARDEES' FINANCIAL REPORTS ARE REVIEWED ANNUALLY TO ENSURE ELIGIBILITY FOR CONTINUED FUNDING. DELINQUENT REPORT(S) MAY RESULT IN THE WITHDRAWAL OF FUNDING. RESEARCHERS ARE INFORMED THAT DELINQUENT REPORTING COULD LEAD TO WITHDRAWAL OF FUNDING WHEN THE REQUEST FOR ANNUAL REPORT(S) IS SENT. IF FUNDING IS WITHDRAWN DUE TO DELINQUENT REPORTS, ANY UNSPENT FUNDS MUST BE RETURNED TO THE ALZHEIMER'S ASSOCIATION. FOREIGN INSTITUTIONS ARE REQUIRED TO SUBMIT THE W8 OR W8-BEN FORM AS VERIFICATION OF THEIR TAX STATUS. FOR-PROFIT ORGANIZATIONS ARE NOT ELIGIBLE TO APPLY TO THE ALZHEIMER'S ASSOCIATION'S INTERNATIONAL RESEARCH GRANT PROGRAM, WITH THE EXCEPTION OF THE PART THE CLOUD TRANSLATIONAL RESEARCH GRANT PROGRAM, ALZHEIMER'S INNOVATION AWARD AND CERTAIN PARTNERSHIP PROGRAMS, INCLUDING TAU PIPELINE ENABLING PROGRAM (T-PEP) AND THE ENDOLYSOSOMAL ACTIVITY IN ALZHEIMER'S PROGRAM (E2A). ELIGIBILITY OF ORGANIZATIONS APPLICABLE FOR A PROGRAM ARE DETAILED IN THAT PROGRAM'S RFA. UNLESS OTHERWISE STATED IN PROGRAM, ALL INSTITUTIONS ARE REQUIRED TO SUBMIT THEIR W8 FORM FOR THE PART THE CLOUD TRANSLATIONAL RESEARCH GRANT PROGRAM AND OTHER PROGRAMS WITH FOR-PROFIT AWARDEES, ANY FOR-PROFIT APPLICANT IS REQUIRED TO SUBMIT THE ORGANIZATION'S FINANCIAL STATEMENTS. AS PART OF THE APPLICATION PROCESS, APPLICANTS ARE TO UPLOAD A W-8BEN-E FORM THAT HAS BEEN DATED AND SIGNED BY AN AUTHORIZED SIGNING OFFICIAL. THIS FORM VERIFIES THAT AN INSTITUTION OR ORGANIZATION IS DESIGNATED AS A 501(C)(3) OR OTHER NON-PROFIT ENTITY. FOR PROFIT ORGANIZATIONS MUST SUBMIT DOCUMENTATION OF NET ASSETS AND ANNUAL EARNINGS, IN ADDITION TO THE W-8BEN-E FORM FOR CONSIDERATION. THESE FORMS ARE UPLOADED WITHIN THEIR SUBMITTED APPLICATION TO PROPOSALCENTRAL. AFTER RECEIPT, THESE FORMS ARE REVIEWED BY AN ALZHEIMER'S ASSOCIATION GRANT SPECIALIST. FOLLOWING REVIEW BY A GRANT SPECIALIST, APPLICATIONS ARE THEN MOVED FORWARD TO PEER-REVIEW. IF AWARDED, THE ALZHEIMER'S ASSOCIATION GRANT SPECIALIST INCLUDES THE APPROPRIATE FORMS IN PAYMENT REQUESTS FOR GRANT FUNDING PAYMENTS. PRIOR TO AWARD CONFIRMATION, THE MEDICAL AND SCIENTIFIC RELATIONS DIVISION VERIFIES THAT EACH INSTITUTION IS COMPLIANT WITH THE U.S. PATRIOT ACT AND DOES NOT APPEAR ON THE SPECIALLY DESIGNATED NATIONALS (SDN) LISTS. PRIOR TO PAYMENT, EACH FUNDED ALZHEIMER'S ASSOCIATION GRANT AWARDEE (I.E. THE INSTITUTION) IS VERIFIED FOR COMPLIANCE WITH THE U.S. PATRIOT ACT (THROUGH OFAC). THE GRANT SPECIALIST CONFIRMS ELIGIBILITY AND PROVIDES THIS DOCUMENTATION TO THE GRANT ONLINE FILE AT PROPOSALCENTRAL PRIOR TO PAYMENT BEING SENT TO THE AWARDEE. IN THE EVENT THAT A POSITIVE MATCH TO ONE OF THE SDN LISTS IS FOUND BY ALZHEIMER'S ASSOCIATION, IT WILL BE IMMEDIATELY REPORTED TO THE ALZHEIMER'S ASSOCIATION LEGAL DEPARTMENT FOR APPROPRIATE HANDLING AND FOLLOW-UP. FOR TRANSACTIONS UNRELATED TO THE INTERNATIONAL RESEARCH GRANT PROGRAM IN THE MEDICAL AND SCIENTIFIC DEPARTMENT, THE SAME FINANCIAL DOCUMENTATION IS REVIEWED. THE ALZHEIMER'S ASSOCIATION MONITORS THE SCIENTIFIC ADVANCES OF THE GRANT AWARDEES BY MAINTAINING RECORDS OF PUBLICATIONS, PRESENTATIONS, AND INTELLECTUAL PROPERTY THAT RESULT FROM FUNDED STUDIES. ALZHEIMER'S ASSOCIATION REQUIRES THE GRANT RECIPIENT TO NOTIFY THE ALZHEIMER'S ASSOCIATION ON AN ANNUAL BASIS WITH UPDATES TO THESE RECORDS. FOLLOW-ON FUNDING FROM FEDERAL AGENCIES IS ALSO MONITORED. * THESE ARE NAMES THAT ARE TRADEMARKS TO ALZHEIMER'S ASSOCIATION.
PART I, LINE 3:METHOD USED TO ACCOUNT FOR EXPENDITURES AND GRANTS THE ALZHEIMER'S ASSOCIATION ACCOUNTS FOR EXPENDITURES, CASH GRANTS, AND NONCASH ASSISTANCE USING THE ACCRUAL METHOD. PART II, LINE 1: METHOD USED TO ACCOUNT FOR EXPENDITURES AND GRANTS THE ALZHEIMER'S ASSOCIATION ACCOUNTS FOR EXPENDITURES, CASH GRANTS, AND NONCASH ASSISTANCE USING THE ACCRUAL METHOD.
PART III ACCOUNTING METHOD:

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
THD
80 HAYDEN AVENUE STE 300LEXINGTONMA02421MAIL0$44,567,629$2,095,284$42,472,345
MOORE DIGITAL LLC
4200 PARLIAMENT PLACE STE 300LANHAMMD20706EMAIL0$34,296,558$862,708$33,433,850
FieldValueIRS element (for citing)
Total Gross Receipts$78,864,187TotalGrossReceiptsAmt
Total Retained By Contractors$2,957,992TotalRetainedByContractorsAmt
Total Net To Organization$75,906,195TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1PTC-GALAEvent1Nm
Gross Receipts Event1$2,295,031GrossReceiptsEvent1Amt
Charitable Contri Event1$2,074,631CharitableContriEvent1Amt
Gross Revenue Event1$220,400GrossRevenueEvent1Amt
Food And Beverage Event1$217FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$95,409OtherDirectExpensesEvent1Amt
Event2NAPA VALLEYEvent2Nm
Gross Receipts Event2$1,486,061GrossReceiptsEvent2Amt
Charitable Contri Event2$1,136,611CharitableContriEvent2Amt
Gross Revenue Event2$349,450GrossRevenueEvent2Amt
Non Cash Prizes Event2$4,100NonCashPrizesEvent2Amt
Rent Facility Costs Event2$166,972RentFacilityCostsEvent2Amt
Food And Beverage Event2$156,686FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$246,241OtherDirectExpensesEvent2Amt
Other Events Total63OtherEventsTotalCnt
Gross Receipts Other Events$21,917,893GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$18,708,673CharitableContriOtherEventsAmt
Gross Revenue Other Events$3,209,220GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$1,258,605NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$627,720RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$2,391,857FoodAndBeverageOtherEventsAmt
Entertainment Other Events$211,745EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$6,068,948OthDirectExpnssOtherEventsAmt
Gross Receipts Total$25,698,985GrossReceiptsTotalAmt
Charitable Contributions Tot$21,919,915CharitableContributionsTotAmt
Gross Revenue Total Events$3,779,070GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$1,262,705NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$794,692RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$2,548,760FoodAndBeverageTotalEventsAmt
Entertainment Total Events$211,745EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$6,410,598OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$11,228,500DirectExpenseSummaryEventsAmt
Net Income Summary-$7,449,430NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Gross Revenue Bingo$5,762GrossRevenueBingoAmt
Non Cash Prizes Bingo$1,842NonCashPrizesBingoAmt
Other Direct Expenses Bingo$824OtherDirectExpensesBingoAmt
Volunteer Labor Bingo0VolunteerLaborBingoInd
Gross Revenue Other Gaming$83,885GrossRevenueOtherGamingAmt
Non Cash Prizes Other Gaming$20,701NonCashPrizesOtherGamingAmt
Volunteer Labor Other Gaming0VolunteerLaborOtherGamingInd
Gross Revenue Total Gaming$89,647GrossRevenueTotalGamingAmt
Non Cash Prizes Total Gaming$22,543NonCashPrizesTotalGamingAmt
Oth Direct Expnss Total Gaming$824OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming$23,367DirectExpenseSummaryGamingAmt
Net Gaming Income Summary$66,280NetGamingIncomeSummaryAmt
FieldValueIRS element (for citing)
States Where Gaming ConductedAZStatesWhereGamingConductedCd
States Where Gaming ConductedCAStatesWhereGamingConductedCd
States Where Gaming ConductedILStatesWhereGamingConductedCd
States Where Gaming ConductedIAStatesWhereGamingConductedCd
States Where Gaming ConductedKSStatesWhereGamingConductedCd
States Where Gaming ConductedMIStatesWhereGamingConductedCd
States Where Gaming ConductedMNStatesWhereGamingConductedCd
States Where Gaming ConductedNYStatesWhereGamingConductedCd
States Where Gaming ConductedOHStatesWhereGamingConductedCd
States Where Gaming ConductedORStatesWhereGamingConductedCd
States Where Gaming ConductedWIStatesWhereGamingConductedCd
LicensedYes (1)LicensedInd
License Suspended Etc0LicenseSuspendedEtcInd
Gaming With NonmembersYes (1)GamingWithNonmembersInd
Member Of Other Entity0MemberOfOtherEntityInd
Gaming Other Facility1.00000GamingOtherFacilityPct

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1LYNNE CAREYBusinessNameLine1Txt

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line1225 N MICHIGAN AVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd
FieldValueIRS element (for citing)
Cntrct With3rd Prty For Game Rev0CntrctWith3rdPrtyForGameRevInd

Gaming Manager Business Name GamingManagerBusinessName

FieldValueIRS element (for citing)
Business Name Line1LYNNE CAREYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Gaming Manager Services ProvALZHEIMER'S ASSOCIATION HAS MORE GAMING MANAGERS THAN LYNNE CAREY LISTED ON PART III, LINE 16. THIS INFORMATION IS AVAILABLE UPON REQUEST FROM ALZHEIMER'S HOME OFFICE.GamingManagerServicesProvTxt
Gaming Manager Is EmployeeYes (X)GamingManagerIsEmployeeInd
Charitable Distribution Rqr0CharitableDistributionRqrInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2B, BOX (III):FormAndLineReferenceDesc
ExplanationFUNDRAISING CONSULTANT - CONTROL ARRANGEMENT THE ALZHEIMER'S ASSOCIATION ENGAGES THOMPSON, HABIB & DENISON INC. (THD) FOR PROFESSIONAL FUNDRAISING CONSULTANT SERVICES. A DESCRIPTION OF THE ARRANGEMENT IS LISTED BELOW: DIRECT MARKETING STRATEGY AND PROGRAM DIRECTION; PRODUCTION MANAGEMENT; DATABASE MANAGEMENT; BUDGETING MANAGEMENT; AND REPORT MANAGEMENT. THE ALZHEIMER'S ASSOCIATION ENGAGES MOORE DIGITAL LLC (MOORE) FOR PROFESSIONAL FUNDRAISING DIGITAL MARKETING CONSULTANT SERVICES. A DESCRIPTION OF THE ARRANGEMENT IS LISTED BELOW: DIGITAL MARKETING STRATEGY AND PROGRAM DIRECTION; E-MAIL PROGRAM MANAGEMENT; PRODUCTION MANAGEMENT; DATABASE MANAGEMENT; AND BUDGETING MANAGEMENT. PART I, LINE 2B, BOX (VI): FUNDRAISING CONSULTANT - FEE ARRANGEMENT THE AGREEMENT BETWEEN THOMPSON, HABIB & DENISON (THD) AND THE ALZHEIMER'S ASSOCIATION IS NOT A PERCENTAGE-BASED AGREEMENT. THD IS PAID A FIXED FEE PER MONTH. THE ALZHEIMER'S ASSOCIATION EXERCISES CONTROL AND APPROVAL OVER THE CONTENT AND FREQUENCY OF ALL SOLICITATIONS. THE AGREEMENT BETWEEN MOORE DIGITAL LLC (MOORE) AND THE ALZHEIMER'S ASSOCIATION IS NOT A PERCENTAGE-BASED AGREEMENT. MOORE IS PAID A FIXED FEE PER MONTH. THE ALZHEIMER'S ASSOCIATION EXERCISES CONTROL AND APPROVAL.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (95 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
ACURASTEM INC
605 E HUNTINGTON DR SUITE 103MONROVIACA91016811640548501(C)(3)$807,430$0PROGRAM SUPPORT
ALBERT EINSTEIN COLLEGE OF MEDICINE
1300 MORRIS PARK AVENUE BELFERBRONXNY10461830621846501(C)(3)$200,000$0PROGRAM SUPPORTBUILDING - ROOM 1106
ALZHEIMER'S IMPACT MOVEMENT
225 NORTH MICHIGAN AVECHICAGOIL60601271961435501(C)(4)$9,857,233$0PUBLIC POLICY
AMERICAN BRAIN FOUNDATION
201 CHICAGO AVEMINNEAPOLISMN55415411717098501(C)(3)$84,999$0PROGRAM SUPPORT
AMERICAN COLLEGE OF RADIOLOGY
1891 PRESTON WHITE DRIVERESTONVA20191362261602501(C)(3)$1,231,274$0PROGRAM SUPPORT
AQUINNAH PHARMACEUTICALS INC
650 E KENDALL STREETCAMBRIDGEMA02142465070024501(C)(3)$1,000,000$0PROGRAM SUPPORT
ARIZONA BOARD OF REGENTS ARIZONA STATE UNIVERSITY
PO BOX 876011TEMPEAZ85287860196696501(C)(3)$200,000$0PROGRAM SUPPORT
ARIZONA BOARD OF REGENTS UNIVERSITY OF ARIZONA
P O BOX 210158B ROOM 538TUCSONAZ85721742652689501(C)(3)$198,726$0PROGRAM SUPPORT
BAYLOR COLLEGE OF MEDICINE
ONE BAYLOR PLAZA MS BCM 310HOUSTONTX77030741613878501(C)(3)$199,801$0PROGRAM SUPPORT
BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVENUE OV-540BOSTONMA02215042103881501(C)(3)$197,472$0PROGRAM SUPPORT
BRIGHAM AND WOMEN'S HOSPITAL INC
75 FRANCIS STREETBOSTONMA02115042312909501(C)(3)$1,645,000$0PROGRAM SUPPORT
BROAD INSTITUTE INC
415 MAIN STREETCAMBRIDGEMA02142263428781501(C)(3)$2,151,426$0PROGRAM SUPPORT
BROWN UNIVERSITY
350 EDDY STREET BOX 1929PROVIDENCERI02912050258809501(C)(3)$199,937$0PROGRAM SUPPORT
CENTER FOR HOME CARE POLICY & RESEARCH
220 EAST 42ND STNEW YORKNY10017133189926501(C)(3)$115,479$0PROGRAM SUPPORT
CLEMSON UNIVERSITY
230 KAPPA STREET CLEMSON UNIVERSITYCLEMSONSC29634576000254501(C)(3)$138,928$0PROGRAM SUPPORT
CLEVELAND CLINIC FOUNDATION
PO BOX 931531CLEVELANDOH44193340714585501(C)(3)$205,364$0PROGRAM SUPPORT
CORNELL UNIVERSITY
373 PINE TREE ROADITHACANY14850150532082501(C)(3)$200,000$0PROGRAM SUPPORT
DAVID GEFFEN SCHOOL OF MEDICINE AT UNIVERSITY OF CALIFORNIA LOS ANGELES
635 CHARLES E YOUNG DRIVE SOUTHLOS ANGELESCA90095956006143501(C)(3)$198,200$0PROGRAM SUPPORT
DUKE UNIVERSITY
2200 W MAIN STREET SUITE 710DURHAMNC27705560532129501(C)(3)$302,386$0PROGRAM SUPPORT
EMORY UNIVERSITY
1599 CLIFTON ROAD NE 4TH FLOORATLANTAGA30322580566256501(C)(3)$649,379$0PROGRAM SUPPORT
FOUNDATION FOR NATIONAL INSTITUTES OF HEALTH
11400 ROCKVILLE PIKE SUITE 600NORTH BETHESDAMD20852521986675501(C)(3)$638,000$0PROGRAM SUPPORT
HOSPICE OF SAN LUIS OBISPO COUNTY
1304 PACIFIC STREETSAN LUIS OBISPOCA93401953195126501(C)(3)$8,525$0PROGRAM SUPPORT
ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
ONE GUSTAVE L LEVY PLACE BOX 1075NEW YORKNY10029136171197501(C)(3)$250,000$0PROGRAM SUPPORT
IDEAS INSTITUTE
3345 N PARK BLVDCLEVELAND HEIGHTSOH44118341905156501(C)(3)$230,488$0PROGRAM SUPPORT
INDIANA UNIVERSITY
509 E 3RD STREETBLOOMINGTONIN47401356001673501(C)(3)$2,248,813$0PROGRAM SUPPORT
JOHNS HOPKINS UNIVERSITY SCHOOL OF MEDICINE
733 NORTH BROADWAY SUITE 117BALTIMOREMD21205520595110501(C)(3)$759,733$0PROGRAM SUPPORT
LSU HEALTH SCIENCES CENTER IN SHREVEPORT
1501 KINGS HWY P OBOX 33932SHREVEPORTLA71130720702002501(C)(3)$200,000$0PROGRAM SUPPORT
MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STREETBOSTONMA02145042697983501(C)(3)$2,321,409$0PROGRAM SUPPORT
MAYO CLINIC ROCHESTER MN
200 FIRST ST SWROCHESTERMN55905416011702501(C)(3)$400,000$0PROGRAM SUPPORT
MCLEAN HOSPITAL
115 MILL STREETBELMONTMA02478042697981501(C)(3)$449,999$0PROGRAM SUPPORT
MEDICAL UNIVERSITY OF SOUTH CAROLINA
179 ASHLEY AVECHARLESTONSC29425576000722501(C)(3)$400,000$0PROGRAM SUPPORT
MEHARRY MEDICAL COLLEGE
1005 DR D B TODD JR BOULEVARDNASHVILLETN37208620488046501(C)(3)$300,000$0PROGRAM SUPPORT
MICHIGAN STATE UNIVERSITY
426 AUDITORIUM ROADEAST LANSINGMI48824386005984501(C)(3)$241,427$0PROGRAM SUPPORT
MILLER SCHOOL OF MEDICINE OF THE UNIVERSITY OF MIAMI
1320 SOUTH DIXIE HIGHWAY SUITE 650CORAL GABLESFL33146590624458501(C)(3)$599,999$0PROGRAM SUPPORT
NEW YORK MEMORY CENTER
199 14TH STBROOKLYNNY11215112713960501(C)(3)$25,000$0PROGRAM SUPPORT
NEW YORK UNIVERSITY GROSSMAN SCHOOL OF MEDICINE
SPONSORED PROGRAMS ADMINISTRATIONNEW YORKNY10016135562308501(C)(3)$796,641$0PROGRAM SUPPORTONE PARK AVENUE 6TH FLOOR
NORTHEAST OHIO MEDICAL UNIVERSITY
4209 STATE ROUTE 44 PO BOX 95ROOTSTOWNOH44272341131512501(C)(3)$250,000$0PROGRAM SUPPORT
NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION
4150 CLEMENT STREETSAN FRANCISCOCA94121943084159501(C)(3)$200,000$0PROGRAM SUPPORT
NORTHWESTERN UNIVERSITY
750 NORTH LAKE SHORE DRIVECHICAGOIL60611362167817501(C)(3)$397,278$0PROGRAM SUPPORT
REGENTS OF THE UNIVERSITY OF MINNESOTA - TWIN CITIES
450 MCNAMARA ALUMNI CENTER 200 OAKMINNEAPOLISMN55455416007513501(C)(3)$183,612$0PROGRAM SUPPORTSTREET SE
RUSH UNIVERSITY MEDICAL CENTER
1653 W CONGRESS PARKWAYCHICAGOIL60612362174823501(C)(3)$234,255$0PROGRAM SUPPORT
RUTGERS BIOMEDICAL AND HEALTH SCIENCES
65 BERGEN STREETNEWARKNJ07107226001086501(C)(3)$357,359$0PROGRAM SUPPORT
SAINT LOUIS UNIVERSITY
221 NORTH GRAND BOULEVARDST LOUISMO63103430654872501(C)(3)$200,000$0PROGRAM SUPPORT
STANFORD UNIVERSITY SCHOOL OF MEDICINE
269 CAMPUS DRIVE WESTSTANFORDCA94305941156365501(C)(3)$250,000$0PROGRAM SUPPORT
TEXAS A&M UNIVERSITY HEALTH SCIENCE CENTER
400 HARVEY MITCHELL PARKWAY SOUTHCOLLEGE STATIONTX77845742907553501(C)(3)$199,961$0PROGRAM SUPPORTSUITE 300
TEXAS TECH UNIVERSITY
2625 MEMORIAL CIRCLELUBBOCKTX79409756002622501(C)(3)$199,918$0PROGRAM SUPPORT
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
485 BROADWAY STREDWOOD CITYCA94063941156365501(C)(3)$25,000$0PROGRAM SUPPORT
THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS - UNIVERSITY OF ILLINOI
28395 NETWORK PLACECHICAGOIL60673376000511501(C)(3)$400,000$0PROGRAM SUPPORT
THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS URBANA-CHAMPAIGN
HENRY ADMINISTRATION BUILDING 506 SURBANAIL61801376000511501(C)(3)$449,559$0PROGRAM SUPPORTWRIGHT STREET
THE GEORGE WASHINGTON UNIVERSITY
1922 F STREET NW 4TH FLOORWASHINGTONDC20052530196584501(C)(3)$82,000$0PROGRAM SUPPORT
THE JACKSON LABORATORY
600 MAIN STREETBAR HARBORME04906010211513501(C)(3)$725,490$0PROGRAM SUPPORT
THE PENNSYLVANIA STATE UNIVERSITY
110 TECHNOLOGY CENTERUNIVERSITY PARKPA16802246000376501(C)(3)$218,559$0PROGRAM SUPPORT
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY
SPONSORED PROJECTS OFFICE 1608BERKELEYCA94710946002123501(C)(3)$200,000$0PROGRAM SUPPORTFOURTH STREET SUITE 220 UNIVERSITY
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS
1850 RESEARCH PARK DRIVE SUITE 300DAVISCA95618946036494501(C)(3)$199,797$0PROGRAM SUPPORT
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA IRVINE
160 ALDRICH HALLIRVINECA92697952226406501(C)(3)$445,987$0PROGRAM SUPPORT
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES
10889 WILSHIRE BOULEVARD SUITE 700LOS ANGELESCA90095956006143501(C)(3)$200,000$0PROGRAM SUPPORT
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DRIVE MAIL CODE 0041LA JOLLACA92093956006144501(C)(3)$620,000$0PROGRAM SUPPORT
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO
490 ILLINOIS STREET 4TH FLOORSAN FRANCISCOCA94143946036493501(C)(3)$2,335,686$0PROGRAM SUPPORT
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SANTA BARBARA
3201 SAASBSANTA BARBARACA93106956006145501(C)(3)$25,000$0PROGRAM SUPPORT
THE REGENTS OF THE UNIVERSITY OF MICHIGAN
3003 S STATE STREETANN ARBORMI48109386006309501(C)(3)$673,663$0PROGRAM SUPPORT
THE RESEARCH FOUNDATION OF SUNY
1400 WASHINGTON AVENUE MSC 100AALBANYNY12222141368361501(C)(3)$399,995$0PROGRAM SUPPORT
THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
COLUMBIA UNIVERSITY MEDICAL CENTERNEW YORKNY10032135598093501(C)(3)$1,109,459$0PROGRAM SUPPORTBOX 49 630 WEST 168TH STREET
THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREET FRANKLINPHILADELPHIAPA19104231352685501(C)(3)$759,225$0PROGRAM SUPPORTBUILDING 5TH FLOOR
THE UNIVERSITY OF IOWA
2660 UNIVERSITY CAPITOL CENTREIOWA CITYIA52242426004813501(C)(3)$450,000$0PROGRAM SUPPORT
THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO
1111 SPRING GARDEN STREET 2702 MHRAGREENSBORONC27412566001468501(C)(3)$199,986$0PROGRAM SUPPORTBUILDING
THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON
7000 FANNIN UCT 1006HOUSTONTX77030741761309501(C)(3)$400,000$0PROGRAM SUPPORT
THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER
5323 HARRY HINES BLVDDALLASTX75390756002868501(C)(3)$239,179$0PROGRAM SUPPORT
TRUSTEES OF BOSTON UNIVERSITY
85 EAST NEWTON M-921BOSTONMA02218042103547501(C)(3)$799,959$0PROGRAM SUPPORT
TULANE UNIVERSITY HEALTH SCIENCES CENTER
1430 TULANE AVENUENEW ORLEANSLA70112720423889501(C)(3)$198,833$0PROGRAM SUPPORT
UNIVERSITY OF COLORADO DENVER
13001 E 17TH PLACE RM W1124AURORACO80045846000555501(C)(3)$249,927$0PROGRAM SUPPORT
UNIVERSITY OF CONNECTICUT HEALTH CENTER
263 FARMINGTON AVENUEFARMINGTONCT06030521725543501(C)(3)$200,000$0PROGRAM SUPPORT
UNIVERSITY OF KANSAS MEDICAL CENTER RESEARCH INSTITUTE INC
MSN 1039 3901 RAINBOW BOULEVARDKANSAS CITYKS66160481108830501(C)(3)$199,999$0PROGRAM SUPPORT
UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION
500 SOUTH LIMESTONELEXINGTONKY40526616033693501(C)(3)$199,331$0PROGRAM SUPPORT
UNIVERSITY OF LOUISVILLE RESEARCH FOUNDATION INC
300 E MARKET STREET SUITE 300LOUISVILLEKY40202611029626501(C)(3)$199,857$0PROGRAM SUPPORT
UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL
55 LAKE AVENUE NORTHWORCESTERMA01655043167352501(C)(3)$199,986$0PROGRAM SUPPORT
UNIVERSITY OF MISSOURI
601 TURNER AVENUE TURNER AVENUECOLUMBIAMO65211436003859501(C)(3)$200,000$0PROGRAM SUPPORTGARAGE RM 201
UNIVERSITY OF OREGON
SPONSORED PROJECTS SERVICES 5219EUGENEOR97403464727800501(C)(3)$250,000$0PROGRAM SUPPORTUNIVERSITY OF OREGON
UNIVERSITY OF PENNSYLVANIA SCHOOL OF NURSING
418 CURIE BLVD UNIVERSITY OFPHILADELPHIAPA19104231352685501(C)(3)$199,999$0PROGRAM SUPPORTPENNSYLVANIA PHILADELPHIA PA 19104
UNIVERSITY OF PITTSBURGH
300 MURDOCH BUILDING 3420 FORBESPITTSBURGHPA15260250965591501(C)(3)$998,807$0PROGRAM SUPPORTAVENUE
UNIVERSITY OF ROCHESTER
518 HYLAN BLDG BOX 270140ROCHESTERNY14627160743209501(C)(3)$200,000$0PROGRAM SUPPORT
UNIVERSITY OF SOUTH CAROLINA
1600 HAMPTON STREET SUITE 414COLUMBIASC29208576001153501(C)(3)$199,930$0PROGRAM SUPPORT
UNIVERSITY OF SOUTH DAKOTA
414 EAST CLARK STREETVERMILLIONSD57069466000364501(C)(3)$199,482$0PROGRAM SUPPORT
UNIVERSITY OF SOUTH FLORIDA
3702 SPECTRUM BLVD SUITE 165TAMPAFL33612593102112501(C)(3)$599,289$0PROGRAM SUPPORT
UNIVERSITY OF SOUTHERN CALIFORNIA
3720 S FLOWER STREET 3RD FLOORLOS ANGELESCA90089951642394501(C)(3)$3,822,938$0PROGRAM SUPPORT
UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO
7703 FLOYD CURL DRIVESAN ANTONIOTX78229741586031501(C)(3)$608,529$0PROGRAM SUPPORT
UNIVERSITY OF WASHINGTON
4333 BROOKLYN AVE NE BOX 359472SEATTLEWA98195916001537501(C)(3)$450,001$0PROGRAM SUPPORT
UNIVERSITY OF WISCONSIN-MADISON
21 NORTH PARK STREET SUITE 6301MADSIONWI53715396006492501(C)(3)$449,621$0PROGRAM SUPPORT
VANDERBILT UNIVERSITY
BAKER BUILDING SUITE 800 110 21STNASHVILLETN37203620476822501(C)(3)$199,899$0PROGRAM SUPPORTAVENUE SOUTH
VANDERBILT UNIVERSITY MEDICAL CENTER
3319 WEST END AVENUE STE 970NASHVILLETN37203352528741501(C)(3)$200,000$0PROGRAM SUPPORT
WAKE FOREST UNIVERSITY HEALTH SCIENCES
MEDICAL CENTER BLVDWINSTONSALEMNC27157223849199501(C)(3)$8,162,606$0PROGRAM SUPPORT
WASHINGTON UNIVERSITY IN ST LOUIS
CAMPUS BOX 1054 ONE BROOKINGS DRIVEST LOUISMO63130430653611501(C)(3)$7,093,843$0PROGRAM SUPPORT
WAYNE STATE UNIVERSITY
5057 WOODWARD STE 13202DETROITMI48202386028429501(C)(3)$200,000$0PROGRAM SUPPORT
WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY
1300 YORK AVENEW YORKNY10065131623978501(C)(3)$400,000$0PROGRAM SUPPORT
WEST VIRGINIA UNIVERSITY RESEARCH CORPORATION
886 CHESTNUT RIDGE ROADMORGANTOWNWV26506550665758501(C)(3)$399,976$0PROGRAM SUPPORT
YALE UNIVERSITY
PO BOX 208327NEW HAVENCT06520060646973501(C)(3)$399,999$0PROGRAM SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org94Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
RESPITE CAREGIVER1301$1,532,206
SCHOLARSHIPS129$78,477
SAFE RETURN309$23,123

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:PROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE U.S. THE OVER-SIGHT OF THE SCIENTIFIC INTEGRITY OF THE ALZHEIMER'S ASSOCIATION NATIONAL AND INTERNATIONAL RESEARCH GRANT PROGRAM IS THREE-FOLD. FIRST, THE ALZHEIMER'S ASSOCIATION VOLUNTARY MEDICAL & SCIENTIFIC ADVISORY GROUP (MSAG), THE ALZHEIMER'S ASSOCIATION INTERNATIONAL RESEARCH GRANT PROGRAM (IRGP) COUNCIL, AND ALZHEIMER'S ASSOCIATION MEDICAL & SCIENTIFIC RELATIONS DIVISION, ENSURES PEER REVIEW AND HIGH QUALITY OF FUNDED AWARDS DURING THE GRANT REVIEW PROCESS AND DEVELOPS FOCUSED REQUESTS FOR APPLICATIONS (RFAS) BASED ON IDENTIFIED NEEDS IN THE ALZHEIMER'S AND ALL DEMENTIA RESEARCH COMMUNITY. SECOND, THE ALZHEIMER'S ASSOCIATION IS ENGAGED IN A PORTFOLIO ANALYSIS OF SCIENTIFIC AREAS OF INVESTMENT TO MONITOR THE DIVERSITY OF THE GRANTS PORTFOLIO, POTENTIAL GAPS IN RESEARCH FUNDING, AND POTENTIAL OVERLAP OF AREAS FUNDED. THE ANALYSIS INFORMS FUTURE FUNDING DECISIONS, STRATEGIC ACTIVITIES AND AREAS OF FUTURE-RFA FOCUS. THIRD, THERE IS A DETAILED PROCESS ONCE A GRANT IS AWARDED TO MONITOR PROGRAM AND SCIENTIFIC AND FINANCIAL INTEGRITY AND, FOR THE FELLOWSHIP PROGRAM, THERE IS A MENTOR EVALUATION. THE ALZHEIMER'S ASSOCIATION MONITORS THE USE OF GRANT FUNDS BOTH INSIDE AND OUTSIDE OF THE UNITED STATES AS FOLLOWS: ALL AWARDEES ARE REQUIRED TO PROVIDE ANNUAL AND IN SOME CASES BI-ANNUAL REPORTING TO THE ALZHEIMER'S ASSOCIATION ON BOTH THE STATUS OF THE RESEARCH PROJECT AND FINANCIAL EXPENDITURES ASSOCIATED WITH THE PROJECT. SEVERAL PROGRAMS ARE LEVERAGED FUNDING OPPORTUNITIES WITH PARTNER ORGANIZATIONS. THESE RESEARCH PROJECTS AND FINANCIAL EXPENDITURE REPORTS ARE SHARED BETWEEN THE PARTNER ORGANIZATION(S). ALZHEIMER'S ASSOCIATION GRANT MANAGEMENT SYSTEM SENDS NOTIFICATIONS PRIOR TO THE ANNIVERSARY OF THE AWARD START DATE AS A REMINDER OF THE REQUIRED REPORTS AND DEADLINES, WHICH INCLUDE AN INTERIM SCIENTIFIC REPORT, INTERIM FINANCIAL REPORT, MENTOR EVALUATION, DOCUMENTATION OF ANY PUBLICATIONS AS A RESULT OF ASSOCIATION FUNDING, AND ANNUAL VERIFICATION OF REQUIRED ETHICAL (ANIMAL AND HUMAN AND RECOMBINANT DNA APPROVALS) APPROVALS. THE INSTITUTIONAL OFFICIAL WHO HAS FISCAL RESPONSIBILITY FOR THE AWARD CANNOT BE THE PRIMARY INVESTIGATOR OF THE PROJECT. THE ALZHEIMER'S ASSOCIATION PROVIDES A TEMPLATE FOR THE INTERIM SCIENTIFIC REPORT AND A TEMPLATE FOR THE INTERIM FINANCIAL REPORT AND THE MENTOR EVALUATION, BOTH OF WHICH ARE AVAILABLE FOR DOWNLOAD BY THE RESEARCHERS AS WELL AS THE OFFICIAL WITH FISCAL RESPONSIBILITY FOR THE GRANT AT THE AWARDED INSTITUTION AT HTTPS://PROPOSALCENTRAL.COM. THE FINANCIAL REPORT MUST BE SIGNED BY THE INSTITUTIONAL OFFICIAL WITH FISCAL RESPONSIBILITY, AND FOR THE FELLOWSHIP PROGRAMS, THE MENTOR EVALUATION MUST BE SIGNED BY MENTOR AND FELLOW AND ALL REPORTS MUST BE UPLOADED BY THE AWARD RECIPIENT TO PROPOSALCENTRAL. AFTER RECEIPT, ALL FINANCIAL REPORTS ARE REVIEWED BY AN ALZHEIMER'S ASSOCIATION SPECIALIST FOR ACCURACY AND CONSISTENCY WITH THE AGREED UPON BUDGET. IN ADDITION, ALZHEIMER'S ASSOCIATION REQUIRES PROTOCOL CONTINUATION APPROVAL (I.E., INSTITUTIONAL ANIMAL CARE AND USE COMMITTEE (IACUC), INSTITUTIONAL ETHICAL REVIEW BOARD (IRB), RECOMBINANT DNA PROTOCOL (RDNA)) ANNUALLY, IF APPLICABLE FOR THE RESEARCH PROJECT. ANY SUBSEQUENT PAYMENTS TO GRANT AWARDEES ARE GENERATED AFTER THE RECEIPT OF THESE DOCUMENTS AND APPROVAL BY THE CHIEF SCIENCE OFFICER, MEDICAL AND SCIENTIFIC RELATIONS. AT THE CONCLUSION OF THE AWARD, ALL REPORTS/PUBLICATION(S) ARE DUE 90 DAYS AFTER THE AWARD EXPIRES AND MUST BE UPLOADED TO THE PROPOSALCENTRAL ONLINE SYSTEM. THE FINANCIAL REPORT MUST BE SIGNED BY THE INSTITUTIONAL OFFICIAL WHO HAS FISCAL RESPONSIBILITY FOR THE AWARD. PUBLICATION(S) AS ACCEPTED ARE UPLOADED TO PROPOSALCENTRAL DURING AND AFTER THE DURATION OF THE GRANT. IT IS EXPECTED THAT AWARDEES WILL CONTINUE TO MAINTAIN RECORD OF ANY PUBLICATION(S) ACKNOWLEDGING THE ALZHEIMER'S ASSOCIATION. DATA GENERATED AS A RESULT OF ALZHEIMER'S ASSOCIATION FUNDED WORK IS SUBJECT TO DATA SHARING, AS A CONDITION OF AWARD. DATA AND OTHER OUTPUTS OF THE PROJECT ARE SUBJECTED TO THIS POLICY FOR QUICK, REASONABLE SUBMISSIONS FOR COMPLETED WORK. FURTHER, AWARDEES HAVE THE OPPORTUNITY TO SUBMIT/SHARE DATA, AS APPLICABLE, THROUGH THE GLOBAL ALZHEIMER'S ASSOCIATION INTERACTIVE NETWORK (GAAIN*), A GLOBAL INFRASTRUCTURE CONNECTING RESEARCH STUDIES FROM AROUND THE WORLD THROUGH ONE PORTAL WHERE DATA CAN BE INTERROGATED IN AGGREGATE FOR ANALYSIS USING A VIRTUAL MACHINE. GAAIN IS WHOLLY FUNDED BY THE ALZHEIMER'S ASSOCIATION. IN ADDITION, ALZHEIMER'S ASSOCIATION REQUESTS, MONITORS, AND FOLLOWS-UP TO ENSURE SUBMISSION COMPLIANCE ON ALL AWARDED GRANTS AND THAT FINANCIAL REPORTING REQUIREMENTS ARE MET. AWARDEES' FINANCIAL REPORTS ARE REVIEWED ANNUALLY TO ENSURE ELIGIBILITY FOR CONTINUED FUNDING. DELINQUENT REPORT(S) MAY RESULT IN THE WITHDRAWAL OF FUNDING. RESEARCHERS ARE INFORMED THAT DELINQUENT REPORTING COULD LEAD TO WITHDRAWAL OF FUNDING WHEN THE REQUEST FOR ANNUAL REPORT(S) IS SENT. IF FUNDING IS WITHDRAWN DUE TO DELINQUENT REPORTS, ANY UNSPENT FUNDS MUST BE RETURNED TO THE ALZHEIMER'S ASSOCIATION. FOR-PROFIT ORGANIZATIONS ARE NOT ELIGIBLE TO APPLY TO THE ALZHEIMER'S ASSOCIATION'S INTERNATIONAL RESEARCH GRANT PROGRAM, WITH THE EXCEPTION OF THE PART THE CLOUD TRANSLATIONAL RESEARCH GRANT PROGRAM, ALZHEIMER'S INNOVATION AWARD AND CERTAIN PARTNERSHIP PROGRAMS, INCLUDING TAU PIPELINE ENABLING PROGRAM (T-PEP) AND THE ENDOLYSOSOMAL ACTIVITY IN ALZHEIMER'S PROGRAM (E2A). ELIGIBILITY OF ORGANIZATIONS APPLICABLE FOR A PROGRAM ARE DETAILED IN THAT PROGRAM'S RFA. UNLESS OTHERWISE STATED IN PROGRAM, ALL INSTITUTIONS ARE REQUIRED TO SUBMIT THEIR W8 FORM FOR THE PART THE CLOUD TRANSLATIONAL RESEARCH GRANT PROGRAM AND OTHER PROGRAMS WITH FOR-PROFIT AWARDEES, ANY FOR-PROFIT APPLICANT IS REQUIRED TO SUBMIT THE ORGANIZATION'S FINANCIAL STATEMENTS. AS PART OF THE APPLICATION PROCESS, APPLICANTS ARE TO UPLOAD A W-9 FORM THAT HAS BEEN DATED AND SIGNED BY AN AUTHORIZED SIGNING OFFICIAL. THIS FORM VERIFIES THAT AN INSTITUTION OR ORGANIZATION IS DESIGNATED AS A 501(C)(3) OR OTHER NON-PROFIT ENTITY. FOR PROFIT ORGANIZATIONS MUST SUBMIT DOCUMENTATION OF NET ASSETS AND ANNUAL EARNINGS, IN ADDITION TO THE W-9 FORM FOR CONSIDERATION. THESE FORMS ARE UPLOADED WITHIN THEIR SUBMITTED APPLICATION TO PROPOSAL CENTRAL. AFTER RECEIPT, THESE FORMS ARE REVIEWED BY AN ALZHEIMER'S ASSOCIATION GRANT SPECIALIST. FOLLOWING REVIEW BY A GRANT SPECIALIST, APPLICATIONS ARE THEN MOVED FORWARD TO PEER-REVIEW. IF AWARDED, THE ALZHEIMER'S ASSOCIATION GRANT SPECIALIST INCLUDES THE APPROPRIATE FORMS IN PAYMENT REQUESTS FOR GRANT FUNDING PAYMENTS. PRIOR TO AWARD CONFIRMATION, THE MEDICAL AND SCIENTIFIC RELATIONS DIVISION VERIFIES THAT EACH INSTITUTION IS COMPLIANT WITH THE U.S. PATRIOT ACT AND DOES NOT APPEAR ON THE SPECIALLY DESIGNATED NATIONALS (SDN) LISTS. PRIOR TO PAYMENT, EACH FUNDED ALZHEIMER'S ASSOCIATION GRANT AWARDEE (I.E. THE INSTITUTION) IS VERIFIED FOR COMPLIANCE WITH THE U.S. PATRIOT ACT (THROUGH OFAC). THE GRANT SPECIALIST CONFIRMS ELIGIBILITY AND PROVIDES THIS DOCUMENTATION TO THE GRANT ONLINE FILE AT PROPOSALCENTRAL PRIOR TO PAYMENT BEING SENT TO THE AWARDEE. IN THE EVENT THAT A POSITIVE MATCH TO ONE OF THE SDN LISTS IS FOUND BY ALZHEIMER'S ASSOCIATION, IT WILL BE IMMEDIATELY REPORTED TO THE ALZHEIMER'S ASSOCIATION LEGAL DEPARTMENT FOR APPROPRIATE HANDLING AND FOLLOW-UP. FOR TRANSACTIONS UNRELATED TO THE INTERNATIONAL RESEARCH GRANT PROGRAM IN THE MEDICAL AND SCIENTIFIC DEPARTMENT, THE SAME FINANCIAL DOCUMENTATION IS REVIEWED. THE ALZHEIMER'S ASSOCIATION MONITORS THE SCIENTIFIC ADVANCES OF GRANT AWARDEES BY MAINTAINING RECORDS OF PUBLICATIONS, PRESENTATIONS, AND INTELLECTUAL PROPERTY THAT RESULT FROM FUNDED STUDIES. ALZHEIMER'S ASSOCIATION REQUIRES THE GRANT RECIPIENT TO NOTIFY THE ALZHEIMER'S ASSOCIATION ON AN ANNUAL BASIS WITH UPDATES TO THESE RECORDS. FOLLOW-ON FUNDING FROM FEDERAL AGENCIES IS ALSO MONITORED.
THE ALZHEIMER'S ASSOCIATION GRANTED FUNDS TO ALZHEIMER'S IMPACT MOVEMENT(AIM) FOR PUBLIC POLICY DIVISION ACTIVITIES IN FISCAL YEAR 2023 TO SUPPORT PRIORITIES IDENTIFIED IN THE ALZHEIMER'S ASSOCIATION'S STRATEGIC PLAN. THIS GRANT IS RESTRICTED TO THE FOLLOWING 501(C)(3) ACTIVITIES AND THE ANCILLARY ACTIVITIES NECESSARY TO ACCOMPLISH SPECIFIC GOALS INCLUDING: IMPLEMENTATION OF THE NATIONAL ALZHEIMER'S PROJECT ACT (RECOGNIZING THIS GROWING ALZHEIMER'S CRISIS, CONGRESS UNANIMOUSLY PASSED AND THE PRESIDENT SIGNED INTO LAW THE NATIONAL ALZHEIMER'S PROJECT ACT - NAPA); INCREASING THE COMMITMENT TO ALZHEIMER'S RESEARCH; EXPANDING EDUCATION EFFORTS AND CAREGIVER SUPPORT SERVICES; EXPANDING DIAGNOSIS AND PLANNING. * THESE ARE NAMES THAT ARE TRADEMARKS TO ALZHEIMER'S ASSOCIATION.
PART III:THE ASSOCIATION PROVIDES RESPITE CAREGIVER ASSISTANCE TO INDIVIDUALS FOR THE BENEFIT OF SPECIFIED INDIVIDUALS TO COVER CARETAKING COSTS. THE ASSOCIATION DOES NOT KEEP A RECORD TO TRACK EACH GRANT GIVEN TO EVERY SINGLE INDIVIDUAL, SO THEY ARE USING AN ESTIMATE FOR THE NUMBER OF RECIPIENTS BASED ON CURRENT DATA AVAILABLE AT THIS TIME.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
HARRY JOHNS
CHIEF EXEC. OFF. (THRU 12/2022)$844,010$30,603$367,100$0$7,858$0$207,964$0$23,981$0$1,450,913$30,603$0$0
KATHERINE JOANNE PIKE
PRESIDENT/CEO (AS OF 01/2023)$626,318$16,512$190,500$0$11,734$0$79,397$0$33,261$0$941,210$16,512$0$0
DONNA MCCULLOUGH - CHIEF
MISSION & FIELD OPERATIONS OFFICER$576,296$1,984$170,200$0$4,564$0$74,279$0$12,347$0$837,686$1,984$0$0
MARIA CARRILLO
CHIEF SCIENCE OFFICER$551,258$0$150,000$0$1,242$0$73,129$0$35,332$0$810,961$0$0$0
RICHARD HOVLAND
COO, CFO, & ASST. TREASURER$521,488$1,865$155,700$0$4,564$0$71,050$0$27,942$0$780,744$1,865$0$0
ROBERT EGGE
CHIEF PUBLIC POLICY OFFICER$500,444$21,176$97,800$0$1,154$0$70,963$0$33,918$0$704,279$21,176$0$0
KENANN CASSIDY
EAST AREA LEADER$409,637$0$120,800$0$105,202$0$62,663$0$15,615$0$713,917$0$53,056$0
CARL HILL
CHIEF DE&I OFFICER$336,456$0$97,800$0$1,309$0$57,243$0$10,146$0$502,954$0$0$0
MICHELLE HELTON
VP, FINANCIAL OPERATIONS$310,147$0$46,771$0$1,511$0$33,550$0$35,863$0$427,842$0$0$0
ANTHONY D'AMATO - ASST SECY
& VP LEGAL & GENERAL COUNSEL$328,834$232$32,188$0$765$0$11,839$0$12,462$0$386,088$232$0$0

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1APERSONAL SERVICES THE PRESIDENT RECEIVED A ONE-TIME PERSONAL SERVICE IN THE AMOUNT OF $9,925 THAT IS INCLUDED ON SCHEDULE J, PART III, COLUMN B(III). TRAVEL FOR COMPANIONS AT TIMES A BOARD MEMBER WITH EARLY ONSET ALZHEIMER'S DISEASE MAY REQUIRE A COMPANION TO ACCOMPANY HIM OR HER ON BUSINESS TRAVEL FOR SAFETY REASONS. SINCE HIS OR HER INVOLVEMENT IN THE MEETINGS IS CRITICAL TO REPRESENTING KEY CONSTITUENTS AND APPROPRIATELY FULFILLING THE MISSION OF THE ALZHEIMER'S ASSOCIATION, THE EXPENSES OF COMPANION TRAVEL ARE REIMBURSED.
PART I, LINE 4BSUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN EACH OF THE INDIVIDUALS LISTED BELOW HAD CONTRIBUTIONS OF THE AMOUNTS INDICATED BELOW INTO THEIR 457(F) PLAN IN CALENDAR YEAR 2022 WHICH IS REPORTED IN SCHEDULE J, PART II, COLUMN (C). JOANNE PIKE - $45,847 DONNA MCCULLOUGH - $40,729 ROBERT EGGE - $37,413 MARIA CARRILLO - $39,579 KENANN CASSIDY - $29,112 CARL HILL - $23,693 THE ABOVE AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN C, RETIREMENT AND OTHER DEFERRED COMPENSATION. NONE OF THE PARTICIPANTS ABOVE HAVE VESTED IN ANY OF THE SERP BENEFITS. THESE INDIVIDUALS VESTED IN CONTRIBUTIONS FOR THE FIRST TIME IN 2022. THE VESTED BALANCES WERE NOT PAID OUT UNTIL JANUARY 2023.
PART I, LINE 7ALZHEIMER'S ASSOCIATION HAS A PERFORMANCE-BASED INCENTIVE COMPENSATION PLAN. CERTAIN INDIVIDUALS OF ALZHEIMER'S ASSOCIATION CAN EARN INCENTIVE COMPENSATION IF THEY MEET THE CRITERIA OUTLINED IN THEIR RESPECTIVE EMPLOYMENT AGREEMENTS. THE CEO IS ALSO ELIGIBLE TO PARTICIPATE IN THE INCENTIVE COMPENSATION PLAN AND HIS INCENTIVE COMPENSATION PAYMENTS ARE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE RETAINS SOLE DISCRETION TO DETERMINE THE AMOUNT OF ANY INCENTIVE COMPENSATION PAID TO EXECUTIVES.
PART II, COLUMN (B) (II):SUPPLEMENTAL COMPENSATION INFORMATION: BONUS AND INCENTIVE COMPENSATION HARRY JOHNS RECEIVED PERFORMANCE BASED INCENTIVE COMPENSATION OF $367,100 BASED ON HIS SUCCESSFUL ACHIEVEMENT OF SPECIFIC GOALS, WHICH WERE DEVELOPED, REVIEWED, AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS IN CONSULTATION WITH THE BOARD'S INDEPENDENT THIRD-PARTY COMPENSATION CONSULTANTS. THIS PERFORMANCE BASED INCENTIVE COMPENSATION WAS EARNED FOR PERFORMANCE IN FISCAL YEAR 2022 AND WAS PAID IN CALENDAR YEAR 2022. RICHARD HOVLAND, JOANNE PIKE, DONNA MCCULLOUGH, ROBERT EGGE, MARIA CARRILLO, KENANN CASSIDY, CARL HILL, ANTHONY D'AMATO AND MICHELLE HELTON RECEIVED PERFORMANCE BASED INCENTIVES EARNED IN FISCAL YEAR 2022 AND PAID IN CALENDAR YEAR 2022.
PART II, COLUMN (B) (III):HARRY JOHNS AND RICHARD HOVLAND RECEIVE A BASIC LIFE INSURANCE BENEFIT OF ONE TIMES THE ANNUAL SALARY. THE AMOUNT REPRESENTED IN THIS SECTION IS IMPUTED INCOME FOR THE GROUP TERM LIFE BENEFIT. JOANNE PIKE, DONNA MCCULLOUGH, ROBERT EGGE, MARIA CARRILLO, KENANN CASSIDY, CARL HILL, ANTHONY D'AMATO AND MICHELLE HELTON ALSO RECEIVE THE LIFE INSURANCE BENEFIT. HARRY JOHNS, RICHARD HOVLAND, JOANNE PIKE, DONNA MCCULLOUGH, ROBERT EGGE, MARIA CARILLO, KENANN CASSIDY, CARL HILL, ANTHONY D'AMATO, AND MICHELLE HELTON HAVE ADDITIONAL IMPUTED INCOME FOR VOLUNTARY ELECTIONS UNDER THE GROUP DISABILITY PLAN. JOANNE PIKE HAS ADDITIONAL TAXABLE FRINGE INCOME FOR PERSONAL SECURITY ASSESSMENT FEES. DURING FY23, KENANN CASSIDY MET THE AGE VESTING REQUIREMENT AND RECEIVED A PAYOUT OF THE 457(F) PLAN OF $25,577 AND $27,478 WHICH WAS REPORTED ON THE FY21 AND FY22 990'S AS DEFERRED COMPENSATION IN SCHEDULE J, PART II, COLUMN C. ON THE FY23 990, THESE AMOUNTS ARE INCLUDED WITHIN THE TOTAL REPORTED IN SCHEDULE J, PART II, COLUMN B(III) AND COLUMN (F).
PART II, COLUMN (C):SUPPLEMENTAL COMPENSATION INFORMATION: RETIREMENT AND OTHER DEFERRED COMPENSATION HARRY JOHNS - RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES EMPLOYER CONTRIBUTIONS TO A QUALIFIED BROAD-BASED 401(K) RETIREMENT PLAN -$33,550 RICHARD HOVLAND - RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES EMPLOYER CONTRIBUTIONS TO A QUALIFIED 401(K) RETIREMENT PLAN - $33,550 JOANNE PIKE, DONNA MCCULLOUGH, ROBERT EGGE, MARIA CARRILLO, KENANN CASSIDY, CARL HILL, ANTHONY D'AMATO AND MICHELLE HELTON - RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES EMPLOYER CONTRIBUTIONS TO A QUALIFIED 401(K) RETIREMENT PLAN. JOANNE PIKE, DONNA MCCULLOUGH, ROBERT EGGE, MARIA CARRILLO, KENANN CASSIDY, AND CARL HILL - RETIREMENT AND OTHER DEFERRED COMPENSATION ALSO INCLUDES EMPLOYER CONTRIBUTIONS TO A NON-QUALIFIED 457(F) SUPPLEMENTAL RETIREMENT PLAN.
PART II, COLUMN (D):SUPPLEMENTAL COMPENSATION INFORMATION: NONTAXABLE BENEFITS HARRY JOHNS - NON-TAXABLE BENEFITS OF $23,981 INCLUDE EMPLOYER CONTRIBUTIONS TO MEDICAL, DENTAL, BASIC LIFE INSURANCE, SHORT AND LONG-TERM DISABILITY, AND LONG-TERM CARE INSURANCE BASED ON HIS PERSONAL ELECTIONS FOR CALENDAR YEAR 2022 THROUGH THE BENEFIT OFFERINGS AVAILABLE TO ALL OTHER BENEFITS-ELIGIBLE EMPLOYEES AT OUR ORGANIZATION. THE AMOUNTS REPRESENTED FOR RICHARD HOVLAND, JOANNE PIKE, DONNA MCCULLOUGH, ROBERT EGGE, MARIA CARRILLO, KENANN CASSIDY, CARL HILL ANTHONY D'AMATO AND MICHELLE HELTON, REPRESENT COMPANY CONTRIBUTIONS TO THE MEDICAL, DENTAL, BASIC LIFE INSURANCE, SHORT AND LONG-TERM DISABILITY, AND LONG-TERM CARE INSURANCE BASED ON INDIVIDUAL ELECTIONS.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
SARA GIAMMARISE SENIOR DIRECTOR WALK
DAUGHTER OF DAVID HUNTER, DIRECTOR$95,311EMPLOYMENT0
RAZA LAMB HEALTH DATA ANALYST
SON OF BRUCE LAMB, DIRECTOR$9,936EMPLOYMENT0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution771ContributionCnt
Noncash Contributions Rpt F990$6,240,188NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)GALA-RELATED240$1,186,049FMV
Yes (X)NON-GALA-RLTD2138$551,244FMV
Yes (X)FUNDRAISING16$154,970FMV
Yes (X)RAFFLE15$20,701FMV
Yes (X)CRYPTO CURRENCY24$6,413FMV
FieldValueIRS element (for citing)
Form8283 Received6Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 25 AND LINE 32B:FormAndLineReferenceDesc
ExplanationTHIRD PARTY ASSISTANCE OF NONCASH CONTRIBUTIONS LINE 25: THE ALZHEIMER'S ASSOCIATION RECEIVES VARIOUS NONCASH CONTRIBUTIONS FOR THEIR FUNDRAISING EVENTS. THESE ITEMS INCLUDE SPORTING TICKETS, JEWELRY, CONCERT TICKETS, DINNERS AND VARIOUS OTHER PACKAGES. LINE 32B: A THIRD PARTY RECEIVES DIRECTLY, SELLS AND REMITS PROCEEDS FROM AUTOMOBILE SALES. PART I, COLUMN B: ALZHEIMER'S ASSOCIATION IS REPORTING THE DOLLAR AMOUNT OF NONCASH CONTRIBUTIONS AS WELL AS THE NUMBER OF ITEMS RECEIVED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE I, DESCRIPTION OF ORGANIZATION MISSION:(MISSION CONTINUED) AND EARLY DETECTION, AND MAXIMIZING QUALITY CARE AND SUPPORT. THE ALZHEIMER'S ASSOCIATION IS A VALUED RESOURCE FOR CAREGIVERS AND THOSE LIVING WITH THE DISEASE, OFFERING INFORMATION, EDUCATION AND SUPPORT. APPROXIMATELY 180 OFFICES ACROSS THE U.S. ARE DOING BUSINESS AS THE ALZHEIMER'S ASSOCIATION AND VARIOUS NAMES AS A COLLECTION OF 75 CHAPTERS WORKING TO ACCOMPLISH THE MISSION. THE ORGANIZATION IS HEADQUARTERED IN CHICAGO, AND HAS A PUBLIC POLICY OFFICE IN WASHINGTON, D.C. THE ALZHEIMER'S ASSOCIATION PROVIDES 24/7 CONSTITUENT SUPPORT IN OVER 200 LANGUAGES THROUGH THE USE OF A PROFESSIONAL LANGUAGE LINE 365 DAYS A YEAR (1-800-272-3900) AS WELL AS ON OUR WEBSITE, ALZ.ORG*. AS THE LEADING VOLUNTARY HEALTH ORGANIZATION IN CARE, SUPPORT AND RESEARCH, SINCE AWARDING THE FIRST GRANTS IN 1982, ALZHEIMER'S ASSOCIATION HAS COMMITTED MORE THAN $700 MILLION TO MORE THAN 3,900 BEST-OF-FIELD GRANTS. AS A LEADER IN THE FIELD, THE ALZHEIMER'S ASSOCIATION FOSTERS COLLABORATION OF THE SCIENTIFIC COMMUNITY BY HOSTING THE LARGEST INTERNATIONAL CONFERENCE FOCUSING ON ALZHEIMER'S DISEASE RESEARCH IN THE WORLD. IN ADDITION, THE ALZHEIMER'S ASSOCIATION ADVOCATES FOR THE NEEDS AND RIGHTS OF PEOPLE WITH ALZHEIMER'S, THEIR FAMILIES AND CAREGIVERS, SPEAKING UP TO HELP ENCOURAGE CONGRESS TO TAKE ACTION IN THE FIGHT AGAINST THIS DISEASE, (INCLUDING THROUGH AN ANNUAL ADVOCACY FORUM IN WASHINGTON, D.C.) AND LEADS ADVOCACY EFFORTS IN EVERY STATE. CONCERN ABOUT ALZHEIMER'S DISEASE AND AWARENESS ABOUT ALZHEIMER'S ASSOCIATION ARE CRITICAL TO ACCELERATING PROGRESS. THE ALZHEIMER'S ASSOCIATION STRIVES TO MAKE MORE PEOPLE AWARE OF THE SERVICES AVAILABLE FOR THOSE FACING THIS DISEASE AND THE BENEFITS OF EARLY DETECTION. (MORE THAN 5 MILLION ALZHEIMER'S ASSOCIATION CONSTITUENTS HAVE SIGNED UP TO EDUCATE, ADVOCATE, DONATE, AND PARTICIPATE TO MOVE THIS CAUSE FORWARD). A DONOR-SUPPORTED ORGANIZATION, THE ALZHEIMER'S ASSOCIATION ALLOCATES ITS FUNDS IN AN ETHICAL AND RESPONSIBLE MANNER THAT EXCEEDS THE RIGOROUS STANDARDS OF AMERICA'S MOST EXPERIENCED CHARITY EVALUATOR, THE BETTER BUSINESS BUREAU WISE GIVING ALLIANCE. ALZHEIMER'S ASSOCIATION IS QUALIFIED TO USE THE "BBB TORCH LOGO AND A NATIONAL CHARITY SEAL ("SEAL"). * THESE ARE NAMES THAT ARE TRADEMARKS TO ALZHEIMER'S ASSOCIATION.
FORM 990, PART VI, SECTION A, LINE 1AGOVERNING BODY: THE BOARD OF DIRECTORS OF THE ALZHEIMER S ASSOCIATION IS THE ORGANIZATION'S GOVERNING BODY. THE BOARD HAS DELEGATED AUTHORITY TO ITS STANDING AND OTHER BUSINESS COMMITTEES AS DESCRIBED IN ARTICLE VII OF THE ORGANIZATIONAL BYLAWS. THE FOLLOWING EXCERPT FROM ALZHEIMER'S ASSOCIATION BYLAWS DISCUSS COMMITTEES OF THE BOARD OF DIRECTORS. COMMITTEES OF DIRECTORS: ALL COMMITTEE MEETINGS SHALL BE OPEN TO ATTENDANCE BY ALL DIRECTORS EXCEPT IN EXECUTIVE SESSION. ONLY COMMITTEE MEMBERS MAY VOTE ON COMMITTEE MATTERS. THE BOARD OF DIRECTORS SHALL HAVE THE FOLLOWING STANDING COMMITTEES: EXECUTIVE, FINANCE, GOVERNANCE AND NOMINATING, COMPENSATION, AUDIT AND MISSION OUTCOMES. EXECUTIVE COMMITTEE: THE EXECUTIVE COMMITTEE SHALL MANAGE THE BUSINESS AND PROPERTY OF ALZHEIMER'S ASSOCIATION IN BETWEEN MEETINGS OF THE BOARD OF DIRECTORS; PROVIDED, THAT THE EXECUTIVE COMMITTEE SHALL NOT TAKE ANY ACTION WHICH IS CONTRARY TO POLICIES OF ALZHEIMER'S ASSOCIATION AS ADOPTED BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL HAVE SUCH ADDITIONAL POWERS AS MAY BE PROVIDED BY LAW OR RESOLUTION OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL REPORT TO THE BOARD OF DIRECTORS AT EACH MEETING OF THE BOARD OF DIRECTORS AND REPORT EXECUTIVE COMMITTEE ACTIONS IN A TIMELY MANNER IN BETWEEN BOARD OF DIRECTORS MEETINGS. AT EACH OF ITS ANNUAL MEETINGS, THE BOARD OF DIRECTORS BY DULY ADOPTED RESOLUTION SHALL ELECT AN EXECUTIVE COMMITTEE CONSISTING OF NO FEWER THAN SEVEN NOR MORE THAN FIFTEEN DIRECTORS. THE CHAIR, CHAIR ELECT, VICE CHAIRS, SECRETARY, TREASURER, CHAIRS OF THE STANDING COMMITTEES, AND THE CHAIR OF THE MEDICAL AND SCIENTIFIC ADVISORY GROUP, SHALL BE MEMBERS OF THE EXECUTIVE COMMITTEE. THE CHAIR OF THE BOARD OF DIRECTORS SHALL BE THE CHAIR OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE MAY HOLD REGULAR MEETINGS MONTHLY OR AS IT MAY OTHERWISE DETERMINE, AT SUCH PLACE AND AT SUCH TIMES AND UPON SUCH NOTICE AS IT MAY DETERMINE. SPECIAL MEETINGS OF THE EXECUTIVE COMMITTEE MAY BE CALLED AT ANY TIME BY THE CHAIR OR BY ANY THREE OF ITS MEMBERS, BY NOTICE DELIVERED PERSONALLY OR BY MAIL, TELEPHONE, OR ELECTRONIC TRANSMISSION AT LEAST SEVEN DAYS (OR AT LEAST 48 HOURS IN THE CASE OF MEETINGS HELD BY REMOTE COMMUNICATION) PRIOR TO THE MEETING. A MAJORITY OF THE CURRENTLY SERVING MEMBERS OF THE EXECUTIVE COMMITTEE SHALL CONSTITUTE A QUORUM FOR ALL PURPOSES. FINANCE COMMITTEE: THE FINANCE COMMITTEE SHALL CONSIST OF AT LEAST FIVE DIRECTORS AND SHALL BE CHAIRED BY THE TREASURER. THE FINANCE COMMITTEE SHALL OVERSEE AND REVIEW ALL FINANCIAL REPORTS, ACCOUNTING ACTIVITIES AND INVESTMENT DECISIONS OF ALZHEIMER'S ASSOCIATION AND ALSO SHALL RECOMMEND A PROJECTED BUDGET FOR EACH FISCAL YEAR TO BE PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL. THE FINANCE COMMITTEE AND THE COMPENSATION COMMITTEE SHALL HAVE SEPARATE BUT COORDINATED FIDUCIARY AND OVERSIGHT RESPONSIBILITY WITH RESPECT TO THE ALZHEIMER S ASSOCIATION 401(K) SAVINGS PLAN AND ANY OTHER TAX-QUALIFIED RETIREMENT PLANS SPONSORED BY ALZHEIMER'S ASSOCIATION (THE PLANS). WORKING IN COORDINATION WITH THE COMPENSATION COMMITTEE, THE FINANCE COMMITTEE SHALL BE RESPONSIBLE FOR PROVIDING APPROPRIATE GOVERNANCE OVERSIGHT AS TO THE FINANCIAL AND INVESTMENT OPERATIONS OF THE PLANS, INCLUDING APPOINTMENT OF FIDUCIARIES RELATING TO INVESTMENT MANAGEMENT UNDER THE PLANS, FOR TAKING FINAL ACTIONS WITH RESPECT TO SUCH FINANCIAL AND INVESTMENT OPERATIONS, AND FOR PROVIDING APPROPRIATE REPORTS TO THE BOARD OF DIRECTORS WITH RESPECT TO SUCH OVERSIGHT AND ACTIONS. GOVERNANCE AND NOMINATING COMMITTEE: AT EACH OF ITS ANNUAL MEETINGS, THE BOARD OF DIRECTORS BY DULY ADOPTED RESOLUTION SHALL ELECT A GOVERNANCE AND NOMINATING COMMITTEE CONSISTING OF NO FEWER THAN SEVEN NOR MORE THAN FIFTEEN INDIVIDUALS CURRENTLY SERVING AS A DIRECTOR. AT LEAST ONE-THIRD OF THE GOVERNANCE AND NOMINATING COMMITTEE SHALL BE DIRECTORS HAVING CHAPTER EXPERIENCE. THE GOVERNANCE AND NOMINATING COMMITTEE SHALL ASSIST THE BOARD IN ENSURING THE SUCCESSFUL GOVERNANCE OF ALZHEIMER'S ASSOCIATION THROUGH BOARD ASSESSMENT, RECRUITMENT, NOMINATIONS, ORIENTATION AND DEVELOPMENT. THE GOVERNANCE AND NOMINATING COMMITTEE SHALL NOMINATE CANDIDATES FOR DIRECTORS, OFFICERS AND MEMBERS OF THE EXECUTIVE COMMITTEE. THE GOVERNANCE AND NOMINATING COMMITTEE MAY NOMINATE CANDIDATES FOR HONORARY DIRECTOR AND ANY ADVISORY OR HONORARY COUNCILS, GROUPS OR COMMITTEES. THE GOVERNANCE AND NOMINATING COMMITTEE ALSO SHALL PROVIDE INPUT TO THE CHAIR ON THE SELECTION OF OFFICERS AND COMMITTEE CHAIRS. COMPENSATION COMMITTEE: THE COMPENSATION COMMITTEE SHALL BE RESPONSIBLE FOR REVIEWING AND APPROVING, SUBJECT TO FURTHER AND FINAL APPROVAL BY THE BOARD OF DIRECTORS, ALL FORMS OF COMPENSATION AND BENEFITS FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OR CHIEF EXECUTIVE OFFICER. THE COMPENSATION COMMITTEE SHALL CONDUCT ITS REVIEW AND APPROVAL OF HIS OR HER TOTAL COMPENSATION AND BENEFITS IN A MANNER INTENDED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED ("SECTION 4958"). THE COMPENSATION COMMITTEE ALSO SHALL BE RESPONSIBLE FOR REVIEWING AND APPROVING APPROPRIATE MARKET DATA, TO BE USED BY THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OR CHIEF EXECUTIVE OFFICER TO SET OR ADJUST COMPENSATION OF ANY OTHER EXECUTIVE-LEVEL EMPLOYEE WHO COULD BE CONSIDERED TO BE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF ALZHEIMER'S ASSOCIATION WITHIN THE MEANING OF SECTION 4958. THE COMPENSATION COMMITTEE ALSO SHALL BE RESPONSIBLE FOR OVERSIGHT OF EXECUTIVE-LEVEL BENEFITS AND SUCCESSION PLANNING FOR KEY POSITIONS IN ALZHEIMER'S ASSOCIATION. THE COMPENSATION COMMITTEE AND THE FINANCE COMMITTEE SHALL HAVE SEPARATE BUT COORDINATED FIDUCIARY AND OVERSIGHT RESPONSIBILITY WITH RESPECT TO THE ALZHEIMER'S ASSOCIATION 401(K) SAVINGS PLAN AND ANY OTHER TAX-QUALIFIED RETIREMENT PLANS SPONSORED BY ALZHEIMER'S ASSOCIATION (THE PLANS). WORKING IN COORDINATION WITH THE FINANCE COMMITTEE, THE COMPENSATION COMMITTEE SHALL BE RESPONSIBLE FOR PROVIDING APPROPRIATE GOVERNANCE OVERSIGHT AS TO THE ADMINISTRATIVE OPERATIONS OF THE PLANS, INCLUDING APPOINTMENT OF FIDUCIARIES RELATING TO ADMINISTRATIVE MANAGEMENT UNDER THE PLANS, FOR TAKING FINAL ACTIONS WITH RESPECT TO SUCH ADMINISTRATIVE OPERATIONS, AND FOR PROVIDING APPROPRIATE REPORTS TO THE BOARD OF DIRECTORS WITH RESPECT TO SUCH OVERSIGHT AND ACTIONS. AUDIT COMMITTEE: THE AUDIT COMMITTEE SHALL BE RESPONSIBLE FOR RECOMMENDING AN AUDITOR TO THE BOARD OF DIRECTORS AND SHALL OVERSEE THE ACTIVITIES OF ANY INTERNAL AUDITOR OF ALZHEIMER'S ASSOCIATION. THE AUDIT COMMITTEE SHALL SEE THAT AN ANNUAL AUDIT IS PREPARED BY AN INDEPENDENT FIRM OF CERTIFIED PUBLIC ACCOUNTANTS SELECTED BY THE BOARD OF DIRECTORS AND, UPON RECEIVING SUCH AUDITOR'S REPORT, THE AUDIT COMMITTEE SHALL PREVIEW THE AUDIT REPORT FOR SUBMISSION TO THE BOARD OF DIRECTORS EACH YEAR. THE AUDIT COMMITTEE SHALL REVIEW THE FINANCIAL REPORTS OF ALZHEIMER'S ASSOCIATION, ITS SYSTEM OF INTERNAL CONTROLS, AND THE AUDIT PROCESS. THE AUDIT COMMITTEE SHALL HAVE AT LEAST FIVE MEMBERS, ALL OF WHOM ARE MEMBERS OF THE BOARD OF DIRECTORS AND THE MAJORITY OF WHOM HAVE APPROPRIATE FINANCIAL EXPERTISE. AT LEAST ONE MEMBER OF THE AUDIT COMMITTEE SHALL MEET THE REQUIREMENT OF "AUDIT COMMITTEE FINANCIAL EXPERT" AS THEN DEFINED BY THE SECURITIES AND EXCHANGE COMMISSION. THE MAJORITY OF THE MEMBERS OF THE AUDIT COMMITTEE MAY NOT CONCURRENTLY SERVE ON THE FINANCE COMMITTEE AND THE TREASURER AND CHAIR OF THE FINANCE COMMITTEE MAY NOT SERVE CONCURRENTLY ON THE AUDIT COMMITTEE. MISSION OUTCOMES COMMITTEE: THE MISSION OUTCOMES COMMITTEE SHALL OVERSEE AND REVIEW PROGRESS AGAINST THE ALZHEIMER S ASSOCIATION S STRATEGIC PLAN S PRIORITY ACTIVITIES AND SHALL SUPPORT AND FACILITATE BOARD OF DIRECTORS CONVERSATIONS THAT ARE FOCUSED ON MISSION DELIVERY AND THE APPROVED STRATEGIC PLAN. OTHER COMMITTEES: IN ADDITION TO THE STANDING COMMITTEES, OTHER COMMITTEES MAY BE DESIGNATED BY RESOLUTION ADOPTED BY A MAJORITY OF THE DIRECTORS PRESENT AT ANY MEETING.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 REVIEW PROCESS THE ORGANIZATION UNDERGOES A THOROUGH REVIEW PROCESS BEFORE FILING THE RETURN. THE AUDIT COMMITTEE DISCUSSES AND REVIEWS THE FORM BEFORE IT IS PROVIDED TO THE OFFICERS AND FULL BOARD OF DIRECTORS. ALL OFFICERS AND THE FULL BOARD OF DIRECTORS ARE PROVIDED A COPY FOR THEIR REVIEW AND HAVE THE OPPORTUNITY TO COMMENT BEFORE THE FORM 990 IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT THE ALZHEIMER'S ASSOCIATION CONFLICT OF INTEREST POLICY IS DESCRIBED IN ARTICLE XII, SECTION 2 OF THE ORGANIZATIONAL BYLAWS. THE RESPONSIBILITY FOR DISCLOSING ANY KNOWN OR REASONABLY FORESEEABLE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST SHALL BE DISCLOSED TO THE BOARD OF DIRECTORS OR ITS COMMITTEE DESIGNEE BY THE INTERESTED PERSON WHOSE INTERESTS ARE OR MAY APPEAR TO BE IN CONFLICT WITH ALZHEIMER'S ASSOCIATION. ALL INTERESTED PERSONS ARE REQUIRED TO FILE WITH ALZHEIMER'S ASSOCIATION A DISCLOSURE STATEMENT PRIOR TO SUCH INDIVIDUAL COMMENCING HIS OR HER SERVICE WITH ALZHEIMER'S ASSOCIATION AND AT SUCH TIME AND IN SUCH MANNER AS MAY BE PROVIDED IN GUIDELINES ADOPTED BY THE BOARD OF DIRECTORS. ALL INTERESTED PERSONS SERVING ALZHEIMER'S ASSOCIATION SHALL FILE DISCLOSURE STATEMENTS, FROM TIME TO TIME, AS MAY BE REQUIRED BY THE BOARD OF DIRECTORS, THE BYLAWS ARTICLE XII, SECTION 2 OR ANY OTHER BOARD POLICY, AND IN NO EVENT LESS OFTEN THAN ANNUALLY. INTERESTED PERSONS SHALL DISCLOSE ANY CONFLICT AND SHALL NOT VOTE ON A MATTER AND FURTHER IF REQUESTED BY THE CHAIR OR RESOLUTION OF THE BOARD SHALL LEAVE THE ROOM IN WHICH THE BOARD OR COMMITTEE IS MEETING AND SHALL NOT PARTICIPATE IN ANY DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION. THE MINUTES SHALL REFLECT THAT THE CONFLICT OF INTEREST WAS DISCLOSED AND THE INTERESTED PERSON DID NOT PARTICIPATE IN ANY DISCUSSION OF THE MATTER AND DID NOT VOTE ON THE MATTER IN PERSON OR BY PROXY. WHEN ANY SUCH CONFLICT OF INTEREST IS RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF DIRECTORS OR ANY COMMITTEE OF THE BOARD, THE INTERESTED PERSON SHALL DISCLOSE SUCH CONFLICT TO THE BOARD OF DIRECTORS OR SUCH COMMITTEE AND SHALL NOT VOTE ON THE MATTER. FURTHER THE INTERESTED PERSON OR REPRESENTATIVE HAVING A CONFLICT IF REQUESTED BY THE CHAIR OR RESOLUTION OF THE BOARD SHALL LEAVE THE ROOM IN WHICH THE BOARD OR THE COMMITTEE IS MEETING AND SHALL NOT PARTICIPATE IN ANY DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION. WHEN THERE IS A DOUBT AS TO WHETHER A CONFLICT OF INTEREST EXISTS, THE MATTER SHALL BE RESOLVED BY A VOTE OF THE BOARD OF DIRECTORS OR THE COMMITTEE, AS THE CASE MAY BE, EXCLUDING THE INTERESTED PERSON CONCERNING WHOM THE DOUBT HAS ARISEN. COPIES OF ALZHEIMER'S ASSOCIATION BYLAWS ARTICLE, INCLUDING THE CONFLICT OF INTEREST POLICY AND ANY RELATED ETHICAL POLICY OR GUIDELINES AS FROM TIME TO TIME ADOPTED OR AMENDED BY THE BOARD OF DIRECTORS, SHALL BE PRESENTED TO ALL INTERESTED PERSONS SERVING ALZHEIMER'S ASSOCIATION AT THE TIME OF ANY SUCH ADOPTION OR AMENDMENT AND IN NO EVENT LESS OFTEN THAN ANNUALLY; AND TO ALL INDIVIDUALS SEEKING TO SERVE ALZHEIMER'S ASSOCIATION AS AN INTERESTED PERSON PRIOR TO REQUESTING ANY SUCH INDIVIDUAL TO EXECUTE A CONFLICT OF INTEREST DISCLOSURE STATEMENT.
FORM 990, PART VI, SECTION B, LINE 15PROCESS FOR DETERMINING COMPENSATION COMPENSATION IS ESTABLISHED FOR THE PRESIDENT & CEO BY THE COMPENSATION COMMITTEE AND THE EXECUTIVE COMMITTEE AFTER A THOROUGH SALARY/MARKET REVIEW CONDUCTED BY OUTSIDE COMPENSATION CONSULTANTS. FOR THE PRESIDENT & CEO POSITION, THE GATHERING OF RELEVANT COMPARABILITY DATA FROM INDEPENDENT SOURCES OCCURRED IN 2023. THE PROCESS WAS CONDUCTED IN A MANNER INTENDED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERMEDIATE SANCTIONS RULES. AS TO THE MEMBERS OF THE SENIOR MANAGEMENT TEAM OTHER THAN THE CEO, ANNUALLY UPDATED MARKET DATA IS ALSO PROVIDED BY THE OUTSIDE COMPENSATION CONSULTANT, SO THAT THE UPDATED MARKET DATA CAN BE USED IN SETTING REASONABLE COMPENSATION FOR EACH MEMBER OF THE SENIOR MANAGEMENT TEAM. EACH YEAR THE COMPENSATION COMMITTEE EVALUATES THE CEO'S PERFORMANCE THROUGH A ROBUST ASSESSMENT PROCESS WHICH INCLUDES COLLECTION, INTERVIEWS AND PERFORMANCE EVALUATION COMPARING RESULTS TO GOALS. THE COMMITTEE AND CHAIR OF THE BOARD USE THIS DATA TO DETERMINE INCENTIVE COMPENSATION ELIGIBILITY. THE SENIOR STAFF HAS A COMPREHENSIVE PERFORMANCE EVALUATION AND COMPENSATION REVIEW DONE AT THE END OF EACH FISCAL YEAR. THESE INCLUDE A SELF-ASSESSMENT AND EVALUATION BY THE CEO. UPDATED MARKET DATA FOR USE IN SETTING REASONABLE COMPENSATION IS PROVIDED BY A NATIONAL COMPENSATION CONSULTING FIRM TO THE COMPENSATION COMMITTEE FOR CONFIRMATION OF REASONABLENESS USING A PROCESS DESIGNED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS (INCLUDING CONTEMPORANEOUS DOCUMENTATION IN THE COMMITTEE'S MINUTES). THE MOST RECENT COMPENSATION STUDY WAS CONDUCTED IN 2023 AND THE SALARY AND TOTAL COMPENSATION PACKAGE OF THE CEO WAS BENCHMARKED BY SULLIVAN COTTER. COMPENSATION IS CONTEMPORANEOUSLY DOCUMENTED IN THE COMPENSATION COMMITTEE MINUTES.
FORM 990, PART VI, SECTION C, LINE 18HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE TO THE GENERAL PUBLIC BY POSTING ON THE WEBSITE AT WWW.ALZ.ORG AND UPON REQUEST. THE ORGANIZATION MAKES ITS FORM 1023 AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC BY POSTING ON THE ORGANIZATION'S WEBSITE AT WWW.ALZ.ORG AND UPON REQUEST. THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF PERPETUAL TRUSTS 636,460. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -1,016,755. BAD DEBT EXPENSE -841,432. RESCINDED RESEARCH GRANTS 3,305,517.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdPublic Charity StatusPublicCharityStatusTxt
ALZHEIMER'S IMPACT MOVEMENT (AIM)
225 N MICHIGAN AVE FL 17CHICAGOIL60601271961435SOCIAL WELFAREIL501(C)(4)ALZ ASSOCYes (1)
ALZHEIMER'S ASSOCIATION INTERNATIONAL
999999999PUBLIC FOUNDATION501(C)(3)ALZ ASSOCYes (1)181 BAY ST BROOKFIELD PL 2100TORONTO, ONTARIOCAM5J2T3CA
COALITION OF NY STATE ALZ ASSN CHAPS INC
4 PINE WEST PLAZA 405ALBANYNY12205134076596PUBLIC CHARITYNY501(C)(3)ALZ ASSOCYes (1)LINE 7
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
ALZHEIMER'S IMPACT MOVEMENT
B$9,857,233FMV
ALZHEIMER'S IMPACT MOVEMENT
N$878,761FMV
ALZHEIMER'S IMPACT MOVEMENT
O$5,043,322FMV
COALITION OF NY STATE ALZ ASSN CHAPS INC
O$283,610FMV

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 2:FormAndLineReferenceDesc
ExplanationAMOUNT INVOLVED IN RELATIONSHIP THE ALZHEIMER'S ASSOCIATION GRANTED FUNDS TO ALZHEIMER'S IMPACT MOVEMENT (AIM) FOR PUBLIC POLICY DIVISION ACTIVITIES IN FISCAL YEAR 2023 TO SUPPORT PRIORITIES IDENTIFIED IN THE ALZHEIMER'S ASSOCIATION'S STRATEGIC PLAN. THIS GRANT IS RESTRICTED TO THE FOLLOWING 501(C)(3) ACTIVITIES AND THE ANCILLARY ACTIVITIES NECESSARY TO ACCOMPLISH SPECIFIC GOALS INCLUDING: IMPLEMENTATION OF THE NATIONAL ALZHEIMER'S PROJECT ACT (RECOGNIZING THIS GROWING ALZHEIMER'S CRISIS, CONGRESS UNANIMOUSLY PASSED AND THE PRESIDENT SIGNED INTO LAW THE NATIONAL ALZHEIMER'S PROJECT ACT - NAPA); INCREASING THE COMMITMENT TO ALZHEIMER'S RESEARCH; EXPANDING EDUCATION EFFORTS AND CAREGIVER SUPPORT SERVICES; EXPANDING DIAGNOSIS AND PLANNING.ExplanationTxt

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