2022-06-03T10:14:12-05:00 2021-08-31 221732349 WISS & COMPANY LLP 100 CAMPUS DRIVE FLORHAM PARK NJ 07932 990 2020-09-01 131962771 AMERICAN PARKINSON DISEASE ASSOC AMER 7189818001 PO BOX 61420 STATEN ISLAND NY 10306 LESLIE CHAMBERS PRESIDENT/CEO 7189818001 2022-06-02 1 LESLIE CHAMBERS XXX-XX-XXXX DIANA MILLER P01597612 9739949400 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z LESLIE CHAMBERS PO BOX 61420 STATEN ISLAND NY 10306 17963814 0 X WWW.APDAPARKINSON.ORG X 1961 NY EVERY DAY WE PROVIDE THE SUPPORT, EDUCATION, AND RESEARCH THAT WILL HELP EVERYONE IMPACTED BY PARKINSON'S DISEASE LIVE LIFE TO THE FULLEST. 11 11 42 500 0 0 11571893 13852359 0 0 202431 762111 -189364 35412 11584960 14649882 3264618 2917106 0 0 3686271 3676692 221929 263256 1897202 4665712 5003798 11838530 11860852 -253570 2789030 17412701 20731785 3995640 3742857 13417061 16988928 X THE AMERICAN PARKINSON DISEASE ASSOCIATION (APDA) IS THE LARGEST GRASSROOTS NETWORK DEDICATED TO FIGHTING PARKINSON'S DISEASE (PD) AND WORKS TIRELESSLY TO HELP THE APPROXIMATELY ONE MILLION PEOPLE WITH PD IN THE UNITED STATES LIVE LIFE TO THE FULLEST IN THE FACE OF THIS CHRONIC, NEUROLOGICAL DISORDER. FOUNDED IN 1961, APDA HAS RAISED AND INVESTED MORE THAN $226 MILLION TO PROVIDE OUTSTANDING PATIENT SERVICES AND EDUCATIONAL PROGRAMS, ELEVATE PUBLIC AWARENESS ABOUT THE DISEASE, AND SUPPORT RESEARCH DESIGNED TO UNLOCK THE MYSTERIES OF PD AND ULTIMATELY PUT AN END TO THIS DISEASE. 0 0 3999481 PUBLIC AWARENESS - APDA CURRENTLY PROVIDES (ON-LINE AND IN PRINT) MORE THAN 47 FREE EDUCATIONAL PUBLICATIONS, 32 IN ENGLISH AND 15 IN SPANISH, TO ADDRESS MEDICAL AND SOCIAL ASPECTS OF THE DIAGNOSIS, TREATMENT AND CARE OF PARKINSON DISEASE PATIENTS. DISTRIBUTED THROUGH APDA 15 CHAPTERS (13 OF WHICH ARE FULLY ACTIVE), I&R CENTERS, AND WITH ITS "800" CALL LINE, APDA ALSO RAISES AWARENESS THROUGH TELEVISION PUBLIC SERVICE ANNOUNCEMENT (PSA) CAMPAIGNS ENTITLED "LIVE WITH OPTIMISM" "LOOK CLOSER AND "MIRA MS DE CERCA" THAT HAVE AIRED NATIONWIDE SINCE 2015. APPROXIMATELY 240,000 NEWSLETTERS ARE MAILED ANNUALLY. CONTRIBUTED SERVICES INCLUDE DONATED MEDIA (TELEVISION AND RADIO BROADCASTING AND OTHER FORMS OF MEDIA, INCLUDING PUBLIC SERVICE ANNOUNCEMENTS) VALUED AT APPROXIMATELY $10,315,025 FOR THE YEAR ENDED AUGUST 31, 2020 AND $5,053,225 FOR THE YEAR ENDED AUGUST 31, 2021. THE FAIR VALUE OF THE DONATED MEDIA IS DETERMINED BASED ON CONSIDERATION OF CASH PAYMENTS TYPICALLY MADE BY BUYERS FOR SIMILAR ADVERTISING AND MEDIA, STANDARD DISCOUNTS GIVEN FOR SIMILARLY PLACED MEDIA, THE MEDIA TYPE AND PLACEMENT AND OTHER CONSIDERATIONS. APDA DOES NOT RECOGNIZE ANY REVENUE OR EXPENSE FROM SERVICES CONTRIBUTED BY VOLUNTEERS BECAUSE IT DOES NOT MEET THE CRITERIA FOR RECOGNITION UNDER FASB ASC 958, NOT-FOR-PROFIT ENTITIES. 1906352 489678 PATIENT SERVICES AND EDUCATIONAL PROGRAMS - APDA AIMS TO SUPPORT EVERY PERSON AND EVERY FAMILY IMPACTED BY PARKINSON'S. THROUGH ITS NATIONWIDE SYSTEM OF CHAPTERS AND INFORMATION & REFERRAL (I&R) CENTERS, APDA UNIQUELY DELIVERS EDUCATION, SUPPORT AND PATIENT SERVICES TO AMERICANS WITH PARKINSON'S AND THEIR FAMILIES EACH DAY. 17 INFORMATION AND REFERRAL CENTERS ARE FUNDED. APDA CONDUCTED 7 NATIONAL PATIENT WEBINARS ON TOPICS THAT ADDRESS THE SYMPTOMS AND TREATMENT OF PARKINSON'S DISEASE AND REACHED OVER 100,000 INDIVIDUALS. THE NATIONAL SUPPORT GROUP PROGRAM "PRESS", PARKINSON'S ROADMAP FOR SUPPORT AND SERVICES, WAS SUCCESSFULLY OFFERED IN 21 MARKETS. 2965493 2427428 RESEARCH - APDA PROUDLY INVESTS IN EIGHT CENTERS FOR ADVANCED RESEARCH AND SUPPORTS GRANTS TO FUND THE MOST PROMISING SCIENCE FOCUSED ON DISCOVERING THE CAUSE(S) AND FINDING THE CURE FOR PARKINSON'S DISEASE. SINCE ITS FOUNDING IN 1961, APDA HAS BEEN A FUNDING PARTNER IN MANY OF THE MAJOR PD SCIENTIFIC BREAKTHROUGHS. 8871326 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 1 1 1 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 43 0 1 42 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CT FL GA IL IA MA MN MS NE NH NJ NY OH OK RI TN TX UT VT VA WA WI X X CHRIS SALICCO 3473291396 PO BOX 61420 STATEN ISLAND NY 10306 THOMAS K PENETT ESQ CHAIRMAN 1.50 X X 0 0 0 SALLY ANN ESPOSITO BROWNE VICE CHAIR 1.50 X X 0 0 0 BERNARD BATTISTA TREASURER 1.50 X X 0 0 0 DONNA JC FANELLI DNP SECRETARY 1.50 X X 0 0 0 PATRICK MCDERMOTT EXECUTIVE COMMITTEE MEMBER 1.50 X 0 0 0 ATHOL COCHRANE DIRECTOR 0.50 X 0 0 0 DAVID G STANDAERT MD PHD DIRECTOR 0.50 X 0 0 0 ELENA MAESTRONE IMPERATO DIRECTOR 0.50 X 0 0 0 ELIZABETH BRAUN RN DIRECTOR 0.50 X 0 0 0 LISA ESPOSITO DVM DIRECTOR 0.50 X 0 0 0 MARIO J ESPOSITO JR DIRECTOR 0.50 X 0 0 0 MICHAEL MELNICKE DIRECTOR 0.50 X 0 0 0 LESLIE A CHAMBERS PRESIDENT/CEO 40.00 X 271932 0 47612 MICHELLE MCDONALD SR. VP, CHAPTER DEVELOPMENT & FIELD OPERATIONS 40.00 X 151707 0 41085 REBECCA GILBERT VP, CHIEF SCIENTIFIC OFFICER 30.00 X 148565 0 51946 ROBIN KORNHABER SR. VP PROGRAMS & SERVICES 40.00 X 146748 0 34038 ELOISE CAGGIANO VP, DEVELOPMENT, MARKETING & COMMUNICATIONS 40.00 X 129962 0 29057 CHERYL WEINER DIRECTOR FINANCE & ADMINISTRATION 40.00 X 117804 0 28829 966718 0 232567 8 0 1 0 SOUTHWEST PUBLISHING 4000 SE ADAMS ST TOPEKA KS 666091481 DIRECT MAIL VENDOR 1641468 THOMPSON HABIB & DENISON INC 55 OLD BEDFORD RD SUITE 201 LINCOLN MA 01773 DIRECT MAIL CONSULTANTS 427520 AOIC LLC ONE EAST UWCHLAN AVE SUITE 408 EXTON PA 19341 WEBINAR CONSULTING 367626 FORWARD PMX AGENCY LLC ONE WORLD TRADE CENTER-63RD FL NEW YORK NY 10007 DIRECT MAIL LIST MANAGEMENT 169133 INNOVAIRRE COMMUNICATION PO BOX 799 MT PLEASANT IA 52641 DIRECT MAIL VENDOR 142615 5 223084 1304717 502700 11821858 13852359 118593 118593 31884 0 31884 31884 31884 3785119 3141601 643518 643518 643518 31284 1304717 172331 -141047 -141047 15648 0 15648 15648 EMPLOYEE RETENTION REVENUE 900099 128927 128927 128927 14649882 0 0 797523 2917106 2917106 319544 232022 52856 34666 2485540 1804748 411137 269655 298344 216627 49350 32367 380976 276626 63018 41332 192288 139620 31807 20861 270502 196410 44744 29348 82750 60085 13688 8977 263256 263256 29111 21137 4815 3159 1120472 923300 168204 28968 8928 6484 1477 967 228167 191403 36372 392 396624 244484 37205 114935 169270 123495 28133 17642 38691 28094 6400 4197 3000 2178 496 326 132379 96120 21897 14362 76633 55642 12676 8315 POSTAGE 1075292 562928 34940 477424 STATIONERY AND PRINTING 899304 491624 34553 373127 MAILINGS 289746 148368 8298 133080 TELEPHONE 96308 69929 15930 10449 86621 62896 14328 9397 11860852 8871326 1092324 1897202 5923786 5861310 2429886 3955628 40908 19999 156445 349194 172607 214619 4303640 1884057 2250606 2419583 2712429 3708492 3726034 4202960 17412701 20731785 471913 762597 2875457 2233685 648270 746575 3995640 3742857 X 7451323 10537195 5965738 6451733 13417061 16988928 17412701 20731785 2789030 782837 0 X X 0 1 X 1 0 X 11433538 10380340 11720995 11571893 13852359 58959125 11433538 10380340 11720995 11571893 13852359 58959125 524079 58435046 84744 97991 135841 216616 150477 685669 4786 10383 160211 175380 59820174 0.97680 0.97780 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REIMBURSEMENTS - 2016 AMOUNT: $ 4,786. 2019 AMOUNT: $ 10,383. EMPOYEE RETENTION REVENUE - 2020 AMOUNT: $ 128,927. FUNDRAISING - 2020 AMOUNT: $ 31,284. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 173077 1004 174081 172961 126 10 173077 172961 123 123 172961 172944 138 121 172961 172944 133 133 172944 1.00000 0 0 696071 696071 2820627 1496184 1324443 483158 127361 355797 170244 157777 12467 133540 102735 30805 2419583 MUTUAL FUNDS-EQUITIES 3519832 F MUTUAL FUNDS-FIXED INCOME 188660 F 3708492 BENEFICIAL INTEREST IN PERPETUAL TRUST 1551169 BENEFICIAL INTEREST IN REMAINDER TRUSTS 2651791 4202960 CHARITABLE GIFT ANNUITIES PAYABLE 128623 PAYCHECK PROTECTION PROGRAM LOAN 617952 746575 X 20629164 295587 5053225 659581 6008393 14620771 29111 29111 14649882 17057297 5053225 172331 5225556 11831741 29111 29111 11860852 PART X, LINE 2: APDA IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, HAS MADE NO PROVISION FOR FEDERAL OR STATE INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. APDA HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A "PRIVATE FOUNDATION" WITHIN THE MEANING OF SECTION 509(A)(1) OF THE INTERNAL REVENUE CODE. OTHER SIGNIFICANT TAX POSITIONS INCLUDE ITS DETERMINATION OF WHETHER ANY AMOUNTS ARE SUBJECT TO UNRELATED BUSINESS INCOME TAX ("UBIT"). ALL SIGNIFICANT TAX POSITIONS HAVE BEEN CONSIDERED BY MANAGEMENT AND IT HAS BEEN DETERMINED THAT ALL TAX POSITIONS WOULD BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE MOST SIGNIFICANT JURISDICTIONS IN WHICH APDA IS REQUIRED TO FILE TAX RETURNS INCLUDE THE U.S. FEDERAL JURISDICTION AND THE STATE OF NEW YORK, ALTHOUGH APDA FILES IN ALMOST EVERY STATE. APDA IS SUBJECT TO EXAMINATION BY THE FEDERAL TAXING AUTHORITY UP TO THREE YEARS FROM THE EXTENDED DUE DATE OF THE TAX RETURN. AS OF AUGUST 31, 2021, TAX YEARS ENDING IN 2018 THROUGH 2020 ARE OPEN TO EXAMINATION, WITH LIMITED EXCEPTIONS FOR VARIOUS STATES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 172,331. CHANGE IN VALUE OF BENEFICIAL INTEREST 487,250. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 172,331. X X X X X 1 THOMSON HABIB & DENISON 55 OLD BEDFORD RD SUITE 201 LINCOLN MA 01773 FUNDRAISING COUNSEL 0 1421804 427520 994284 1421804 427520 994284 AL AK AZ AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SD TN UT VA WA WV WI OPTIMISM WALK 775150 775150 811 1000 50847 GALA 330943 330943 5656 22065 3 229908 198624 31284 25149 66803 1336001 1304717 31284 811 31805 139715 172331 -141047 15648 1 0.80000 15648 15648 IA MA WA 1 0 0 0 1.00000 CHRIS SALICCO PO BOX 61420 STATEN ISLAND NY 10306 0 CHRIS SALICCO X 0 1 ABBOT NORTHWESTERN HOSPITAL 800 E 28TH STREET MR 12209 MINNEAPOLIS MN 55447 043643816 501(C)(3) 47565 INFORMATION & REFERRAL BOSTON UNIVERSITY SCHOOL OF MEDICINE 72 EAST CONCORD STREET BOSTON MA 02118 042103545 501(C)(3) 100000 MEDICAL RESEARCH BOSTON UNIVERSITY 72 EAST CONCORD STREET BOSTON MA 02118 042103545 501(C)(3) 87000 INFORMATION & REFERRAL BOSTON UNIVERSITY SCHOOL OF MEDICINE 72 EAST CONCORD STREET BOSTON MA 02118 042103545 501(C)(3) 100000 MEDICAL RESEARCH EMORY UNIVERSITY SCHOOL OF MEDICINE 6000 WOODRUFF MEMORIAL BOULEVARD ATLANTA GA 30322 580566256 501(C)(3) 100000 MEDICAL RESEARCH EMORY UNIVERSITY SCHOOL OF MEDICINE 6000 WOODRUFF MEMORIAL BOULEVARD ATLANTA GA 30322 580566256 501(C)(3) 100000 MEDICAL RESEARCH EMORY UNIVERSITY SCHOOL OF MEDICINE 101 WOODRUFF CIR ROOM 6207 ATLANTA GA 30322 580566256 501(C)(3) 50000 MEDICAL RESEARCH EMORY UNIVERSITY SCHOOL OF MEDICINE 800 E 28TH STREET MR 12209 MINNEAPOLIS MN 55407 580566256 501(C)(3) 40000 INFORMATION & REFERRAL GEORGETOWN UNIVERSITY 3970 RESERVOIR RD NW WASHINGTON DC 20057 530196603 501(C)(3) 37500 MEDICAL RESEARCH GLOBAL BRITAIN HEALTH INSTITUTE 675 NELSON RISING LANE SAN FRANCISCO CA 94158 980205594 501(C)(3) 37500 MEDICAL RESEARCH ICAHN SCH OF MEDICINE MT SINAI 1470 MADISON AVE ROOM 8-116 NEW YORK NY 10029 136171197 501(C)(3) 18750 MEDICAL RESEARCH MAYO CLINIC JACKSONVILLE 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 590714831 501(C)(3) 15000 INFORMATION & REFERRAL MOREHOUSE SCHOOL OF MEDICINE 720 WESTVIEW DR SW ATLANTA GA 30310 581438873 501(C)(3) 18750 MEDICAL RESEARCH NY INSTITUTE OF TECHNOLOGY PO BOX 8000 OLD WESTBURY NY 11568 111788788 501(C)(3) 29700 INFORMATION & REFERRAL NY PRESBYTERIAN BROOKLYN METHODIST HOSPITAL 263 7TH AVENUE SUITE 4A BROOKLYN NY 11215 111631796 501(C)(3) 30000 INFORMATION & REFERRAL OREGON HEALTH & SCIENCE UNIVERSITY 3181 SW SAM JACKSON PARK ROAD PORTLAND OR 97239 364631835 501(C)(3) 12500 MEDICAL RESEARCH PACIFIC NEUROSCIENCE INSTITUTEST JOHN 2125 ARIZONA AVENUE SANTA MONICA CA 90404 956100079 501(C)(3) 30000 INFORMATION & REFERRAL PENN STATE UNIVERSITY HERSHEY MEDICAL CENTER 500 UNIVERSITY DRIVE HERSHEY PA 17033 246000376 501(C)(3) 15000 INFORMATION & REFERRAL REHABILITATION INSTITUTE OF CHICAGO SHIRLEY RYAN ABILITY LAB 355 E ERIE STREET CHICAGO IL 60611 362256036 501(C)(3) 37500 MEDICAL RESEARCH RUTGERS THE STATE UNIVERSITY OF NEW JERSEY 33 KNIGHTSBRIDGE ROAD 2ND FLOOR PISCATAWAY NJ 08854 078795875 501(C)(3) 200000 MEDICAL RESEARCH RUTGERS THE STATE UNIVERSITY OF NEW JERSEY 683 HOES LANE ROOM 180 PISCATAWAY NJ 08854 078795875 501(C)(3) 50000 INFORMATION & REFERRAL RUTGERS THE STATE UNIVERSITY OF NEW JERSEY 110 FRELINGHUYSEN ROAD PISCATAWAY NJ 08854 078795875 501(C)(3) 37500 MEDICAL RESEARCH SIERRA VETERANS RESEARCH & EDUCATION FOUNDATION 975 KIRMAN AVENUE RENO NV 89502 208903914 501(C)(3) 30000 INFORMATION & REFERRAL ST CATHERINE'S OF SIENNA 50 ROUTE 25A SMITHTOWN NY 11787 061562701 501(C)(3) 29700 INFORMATION & REFERRAL STANFORD UNIVERSITY MEDICAL CTR -1 1635 DIVISADERO STREET SUITE 520 SAN FRANCISCO CA 94115 941156365 501(C)(3) 8250 INFORMATION & REFERRAL THE BRIGHAM & WOMENS HOSPITAL INC 60 FENWOOD ROAD BOSTON MA 02115 042312909 501(C)(3) 275000 MEDICAL RESEARCH THE BRIGHAM & WOMENS HOSPITAL INC 60 FENWOOD ROAD BOSTON MA 02115 042312909 501(C)(3) 12500 MEDICAL RESEARCH THE BRIGHAM & WOMENS HOSPITAL INC 75 FRANCIS STREET BOSTON MA 02115 042312909 501(C)(3) 37500 MEDICAL RESEARCH THE BRIGHAM AND WOMENS HOSPITAL INC 60 FENWOOD ROAD BOSTON MA 02115 042312909 501(C)(3) 100000 MEDICAL RESEARCH - ADVANCED CENTERS THE UNIVERSITY OF TEXAS HEALTH SCIENCE 3925 WEST BRAKER LANE AUSTIN TX 78759 741761309 501(C)(3) 37500 MEDICAL RESEARCH TRUSTEES OF BOSTON UNIVERSITY 635 COMMONWEALTH AVENUE BOSTON MA 02115 042103547 501(C)(3) 52000 REHAB CENTER TRUSTEES OF THE UNIVERSITY OF PA 440 CURIE BLVD PHILADELPHIA PA 19104 231352685 501(C)(3) 12500 MEDICAL RESEARCH IOWA HEALTH - DES MOINES 1200 PLEASANT STREET DES MOINES IA 50309 421195202 501(C)(3) 13750 INFORMATION & REFERRAL UNIVERSITY OF ALABAMA BIRMINGHAM 1719 6TH AVE S CIRC 525 BIRMINGHAM AL 35294 636005396 501(C)(3) 18750 MEDICAL RESEARCH UNIVERSITY OF ALABAMA BIRMINGHAM 619 19TH ST S BIRMINGHAM AL 35294 636005396 501(C)(3) 56250 MEDICAL RESEARCH UNIVERSITY OF ALABAMA BIRMINGHAM 60 FENWOOD ROAD BOSTON MA 02115 636005396 501(C)(3) 100000 MEDICAL RESEARCH UNIVERSITY OF ALABAMA BIRMINGHAM 1720 7TH AVENUE SOUTH BIRMINGHAM AL 35294 636005396 501(C)(3) 34650 INFORMATION & REFERRAL UNIVERSITY OF CALIFORNIA - IRVINE 825 HEALTH SCIENCES ROAD IRVINE CA 92617 952226406 501(C)(3) 18750 MEDICAL RESEARCH UNIVERSITY OF CALIFORNIA - SAN DIEGO 9500 GILMAN DR LA JOLLA CA 92093 956006144 501(C)(3) 18750 MEDICAL RESEARCH UNIVERSITY OF CALIFORNIA - SAN FRANCISCO 1635 DIVISADERO STREET SUITE 520 SAN FRANCISCO CA 94115 946036493 501(C)(3) 29919 INFORMATION & REFERRAL UNIVERSITY OF CHICAGO 5841 S MARYLAND AVENUE CHICAGO IL 60637 362177139 501(C)(3) 35000 INFORMATION & REFERRAL UNIVERSITY OF MARYLAND HOSPITAL 110 S PACA STREET 3RD FLOOR BALTIMORE MD 21201 522238893 501(C)(3) 13500 INFORMATION & REFERRAL UNIVERSITY OF PITTSBURGH PO BOX 371220 PITTSBURGH PA 15251 250965591 501(C)(3) 100000 MEDICAL RESEARCH UNIVERSITY OF VIRGINIA HEALTH SYSTEMS PO BOX 800394 CHARLOTTESVILLE VA 22908 237173411 501(C)(3) 29700 INFORMATION & REFERRAL UNIVERSITY OF ALABAMA BIRMINGHAM 1900 UNIVERSITY BLVD BIRMINGHAM AL 35294 362177139 501(C)(3) 37500 MEDICAL RESEARCH UNIVERSITY OF ALABAMA AT BIRMINGHAM 1720 2ND AVENUE SOUTH BIRMINGHAM AL 35294 362177139 501(C)(3) 50000 MEDICAL RESEARCH UNIVERSITY OF CALIFORNIA - SAN DIEGO 9500 GILMAN DR LA JOLLA CA 92093 956006144 501(C)(3) 50000 MEDICAL RESEARCH UNIVERSITY OF DENVER 2155 E WESLEY AVENUE DENVER CO 80210 840404231 501(C)(3) 37500 MEDICAL RESEARCH UNIVERSITY OF MIAMI 4500 SAN PABLO ROAD SOUTH JACKSONVILLE FL 32224 590624458 501(C)(3) 17500 INFORMATION & REFERRAL UNIVERSITY OF PITTSBURGH-ADV CTR PO BOX 371220 PITTSBURGH PA 15251 250965591 501(C)(3) 100000 MEDICAL RESEARCH WASHINGTON UNIVERSITY SCHOOL OF MEDICINE 9500 GILMAN DR LA JOLLA CA 92093 430653611 501(C)(3) 100000 MEDICAL RESEARCH - ADVANCED CENTERS 34 0 PART I, LINE 2: APDA HAS A SCIENTIFIC ADVISORY BOARD (SAB) THAT RECOMMENDS THE RECIPIENTS OF THE GRANTS, WHO ARE IN TURN APPROVED BY THE BOARD OF DIRECTORS. INITIAL FUNDING IS MADE BASED ON THE GRANT AND SUBSEQUENT PAYMENTS ARE MADE CONTINGENT ON PROGRESS REPORTS. FINAL REPORTS ARE MANDATORY FOR THE GRANTS AND ONLY AFTER THEIR RECEIPT IS FINAL PAYMENT DISBURSED. CENTERS FOR ADVANCED RESEARCH WHERE FUNDING EXTENDS OUT MORE THAN ONE YEAR SUBMIT ANNUAL PROGRESS REPORTS. INFORMATION AND REFERRAL CENTERS ARE MONITORED FOR VOLUME ACTIVITY AND SIMILARLY, AFTER THE INITIAL PAYMENT, SUBSEQUENT PAYMENTS ARE CONTINGENT UPON RECEIPT OF PROGRESS REPORTS. X X X X X X 0 0 0 0 0 0 0 0 0 LESLIE A CHAMBERS PRESIDENT/CEO 270149 0 0 0 1783 0 35541 0 12071 0 319544 0 0 0 MICHELLE MCDONALD SR. VP, CHAPTER DEVELOPMENT & FIELD 151417 0 0 0 290 0 19828 0 21257 0 192792 0 0 0 REBECCA GILBERT VP, CHIEF SCIENTIFIC OFFICER 148367 0 0 0 198 0 19418 0 32528 0 200511 0 0 0 ROBIN KORNHABER SR. VP PROGRAMS & SERVICES 145221 0 0 0 1527 0 19180 0 14858 0 180786 0 0 0 ELOISE CAGGIANO VP, DEVELOPMENT, MARKETING & COMMUNI 129831 0 0 0 131 0 16986 0 12071 0 159019 0 0 0 DAVID G STANDAERT MD PHD NONVOTING MEMBER, BOD 247150 GRANTS RESEARCH/ I&R SCHEDULE L, PART III, LINE 1: DAVID G. STANDAERT, MD, PHD IS A NONVOTING MEMBER OF THE BOARD OF DIRECTORS OF APDA AND IS ALSO CHAIRMAN OF THE SCIENTIFIC ADVISORY BOARD. IN ADDITION, THIS MEMBER HEADS THE DEPARTMENT OF NEUROLOGY AT THE UNIVERSITY OF ALABAMA AT BIRMINGHAM AND RECEIVED RESEARCH FUNDING IN THE AMOUNT OF $112,500, ADVANCED CENTER FUNDING IN THE AMOUNT OF$100,000, AND INFORMATION AND REFERRAL FUNDING IN THE AMOUNT OF $34,650 FOR THE FISCAL YEARS ENDED AUGUST 31, 2021. FORM 990, PART VI, SECTION A, LINE 2 1. ELIZABETH BRAUN - BOARD MEMBER. SHE IS A SISTER TO BOARD MEMBER ELENA IMPERATO. 2. LISA ESPOSITO - BOARD MEMBER. SHE IS A SISTER TO VICE CHAIR SALLY ANN ESPOSITO BROWNE. 3. ELENA MAESTRONE IMPERATO - BOARD MEMBER. SHE IS A SISTER TO BOARD MEMBER ELIZABETH BRAUN. 4. SALLY ANN ESPOSITO BROWNE - VICE CHAIR. SHE IS A SISTER TO BOARD MEMBER LISA ESPOSITO. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS REVIEWED IN DETAIL BY FINANCE AND AUDIT COMMITTEES AND DISTRIBUTED ELECTRONICALLY TO ALL OTHER BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY SIGNED BY THE BOARD ANNUALLY. MEMBERS RECUSE THEMSELVES FROM VOTING IF THERE IS POTENTIAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 INDEPENDENT COMPENSATION COMMITTEE FORMED TO APPROVE THE SALARIES OF THE PRESIDENT/ CEO AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AVAILABLE ON WEBSITE AND UPON REQUEST. GOVERNING DOCUMENTS AND POLICIES PROVIDED UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. FOR FISCAL YEAR ENDED 8/31/21, THE ORGANIZATION HAS NOT CHANGED ITS SELECTION OF AN INDEPENDENT ACCOUNTANT. FORM 990, PART I AND PART X - RESTATEMENT OF OPENING BALANCES: CERTAIN PRIOR PERIOD AMOUNTS HAVE BEEN RESTATED TO CONFORM TO THE CURRENT YEAR PRESENTATION. SPECIFICALLY, APDA ADJUSTED THE 2020 FINANCIAL STATEMENTS TO REFLECT AN ADDITIONAL $289,000 IN GRANTS PAYABLE AND GRANT EXPENSES. FORM 990, PART I: 1) LINE 13, PRIOR YEAR COLUMN: ORIGINALLY REPORTED $2,975,618 RESTATED TO: $3,264,618. 2) LINE 19, PRIOR YEAR COLUMN: ORIGINALLY REPORTED $35,430 RESTATED TO: -$253,570 3) LINE 21, PRIOR YEAR COLUMN: ORIGINALLY REPORTED $3,706,640 RESTATED TO: $3,995,640 4) LINE 22, PRIOR YEAR COLUMN: ORIGINALLY REPORTED $13,706,061 RESTATED TO: $13,417,061 FORM 990, PART X: 1) LINE 18, GRANTS PAYABLE: ORIGINALLY REPORTED $2,586,457 RESTATED TO: $2,875,457. 2) LINE 26, TOTAL LIABILITIES: ORIGINALLY REPORTED $3,706,640 RESTATED TO: $3,995,640 3) LINE 27, NET ASSETS WITHOUT DONOR RESTRICTIONS: ORIGINALLY REPORTED: $7,740,323 RESTATED TO: $7,451,323. 4) LINE 32, TOTAL NET ASSETS: ORIGINALLY REPORTED $13,706,061 RESTATED TO: $13,417,061