2022-08-25T10:30:28-07:00 2021-12-31 030483170 CEA Scholtes and Associates 106 Tunbridge Rd Baltimore MD 21212 990 2021-01-01 825023726 ADIRA FOUNDATION ADIR 8774260712 7330 STAPLES MILL ROAD 288 RICHMOND VA 23228 GREG SMILEY CEO 2022-08-25 true GREG SMILEY 999009999 CHRIS SCHOLTES CPA P01607734 4103230010 0 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z GREG SMILEY 7330 STAPLES MILL ROAD 288 RICHMOND VA 23228 1074322 false X https://adirafoundation.org X 2018 VA TO INVEST IN BETTER LIVES FOR PEOPLE WITH NEURODEGENERATIVE DISEASES. INITIALLY, ADIRA FOUNDATION (ADIRA) WILL FOCUS ON FIVE NEURODEGENERATIVE DISEASES THAT ARE HIGHLY COMPLEX AND HAVE MUCH IN COMMON: ALZHEIMER'S DISEASE AND RELATED DEMENTIAS, ALS, HUNTINGTON'S DISEASE, MULTIPLE SCLEROSIS, AND PARKINSON'S DISEASE. 9 9 8 30 0 42420 1005163 0 675 69159 127 0 43222 1074322 614632 95995 0 832744 829174 0 81448 482041 355914 1929417 1281083 -1886195 -206761 2916341 2118169 554857 59708 2361484 2058461 TO INVEST IN BETTER LIVES FOR PEOPLE WITH NEURODEGENERATIVE DISEASES, IN ADIRA'S EARLY YEARS, WE WILL FOCUS PRINCIPALLY, THOUGH NOT EXCLUSIVELY, ON FIVE NEURODEGENERATIVE DISEASES: ALS, ALZHEIMER'S AND RELATED DEMENTIAS, HUNTINGTON'S DISEASE, MULTIPLE SCLEROSIS, AND PARKINSON'S DISEASE. AT ADIRA WE ACCELERATE THE DESIGN AND FUNDING OF BETTER, MORE INTEGRATED HELP FOR PEOPLE WHO NEED IT NOW. WE ASSEMBLE A HANDFUL OF DISEASES THAT STRUGGLE WITH MANY OF THE SAME BIG THINGS. WE TAKE THEM OUT OF ISOLATION WHERE THEY'RE DEFINED NOT BY THEIR DIAGNOSIS BUT BY THEIR STRUGGLE. FROM A BIRD'S-EYE VIEW, WE SEE THE COMMON THEMES AND TRENDS. WE SPEAK WITH PEOPLE GOING THROUGH THIS JOURNEY TO DESIGN BETTER PROGRAMS "WITH" THEM, NOT JUST "FOR" THEM. THEN WE FUND THOSE BIGGER, COMMON PROBLEMS WITH WHICH THEY SAY THEY NEED THE MOST HELP. SOME EXAMPLES OF OUR WORK TO DATE FOCUS ON CAREGIVING, NAVIGATION OF DIFFERENT SERVICES, DISABILITY, EQUITY, MEASUREMENTS FOR QUALITY OF LIFE, AND MENTAL HEALTH. false false 899743 95995 Adiras programs follow its Listen, Learn, then Act Approach to invest in better lives for people with neurodegenerative diseases, starting with five communities: ALS, Alzheimers and related dementias, Huntingtons, Multiple Sclerosis, and Parkinsons. We spoke with and learned from patients and caregiversas well as the non-profits who serve them-- through multiple platforms. We granted money to non-profits in 2 rounds of competitive grants (April 2020, December 2020) and furthered our demonstration projects in caregiving, navigation, disability, story collection, etc. 899743 true true false false false false false false false false true true false false false true true false false false false false false false false false false true false true false false false false false false false false false false false false false false false false false true 16 0 false 8 true false false false false false false false 0 false false false false false false false X 9 9 false false false false false false false true true false false true true true true true false true true false AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV WY X X X CEA SCHOLTES ASSOCIATES 4103230010 106 TUNBRIDGE ROAD BALTIMORE MD 21212 GREG SMILEY Founder/CEO 40.00 0.00 X 185799 0 26000 MARILYN SPINNER Chief Dev. & External Affairs Officer 40.00 0.00 119218 0 26000 DR CYNTHIA GOMEZ Chair 5.00 0.00 X X 0 0 0 ALAN J ABRAMSOM Vice President 5.00 0.00 X X 0 0 0 ZENAWIT MELESSE Treasurer 5.00 0.00 X X 0 0 0 HELEN FRARY Director 4.00 0.00 X 0 0 0 TODD B EVENSON Director 4.00 0.00 X 0 0 0 BRUCE PACKETT Director 4.00 0.00 X 0 0 0 DR BRUCE RECTOR Director 4.00 0.00 X 0 0 0 CHERYL SULLIVAN STAVELEY Director 4.00 0.00 X 0 0 0 LAURA HANEN Director 4.00 0.00 X 0 0 0 305017 52000 2 false true false 0 133620 871543 10000 1005163 0 69159 69159 0 0 0 0 0 0 0 0 1074322 69159 95995 95995 0 0 0 211799 163526 36871 11402 0 448807 346514 78131 24162 25706 19847 4475 1384 92673 71551 16133 4989 50189 38750 8737 2702 0 34529 8632 25897 116095 29023 87072 0 0 6337 6337 39546 2830 8487 28229 81285 62758 14151 4376 8691 6711 1513 467 0 0 9073 7005 1580 488 5812 4487 1012 313 0 0 0 0 3992 3082 695 215 0 ADMIN EXPENSES 50378 38896 8770 2712 OTHER EXPENSES 176 136 31 9 0 1281083 899743 299892 81448 321714 386254 483398 615954 535749 13905 0 0 0 0 3695 3799 32619 23132 12699 9487 0 2094016 553021 0 0 819 0 2916341 2118169 61237 59708 360000 133620 554857 59708 X 2361484 1262745 795716 2361484 2058461 2916341 2118169 -206761 -96262 X false true X true false X 3899 42420 1005163 1051482 0 0 3899 42420 1005163 1051482 0 1051482 69159 69159 0 0 1120641 X 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32619 23132 9487 9487 553021 X 1040024 -96262 68301 -27961 1067985 6337 6337 1074322 1343047 68301 68301 1274746 6337 6337 1281083 Part X : FIN48 Footnote The Foundation follows Financial Accounting Standards Board (FASB) guidance for how uncertain tax positions should be recognized, measured, disclosed, and presented in the accompanying financial statements. This requires the evaluation of tax positions taken or expected to be taken in the course of preparing the Foundations tax returns to determine whether the tax positions are morelikely-than-not of being sustained when challenged or when examined by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not threshold would be recorded as a tax expense and liability in the current year. Management evaluated the Foundations tax positions that could require adjustment to the financial statements to comply with the provisions of this guidance and concluded that the Foundation had no significant financial statement exposure to uncertain tax positions at of December 31, 2021 and 2020. The Foundation is not currently under audit by any tax jurisdiction. true AIBS SPARS 950 Herndon Pky Suite 450 Herndon VA 20170 530220853 501(C)(3) 10697 0 Pervasive Need Grant CaringKind 360 Lexington Ave 3rd FL New York NY 10017 133277408 501(C)(3) 25000 0 Contribution to MAP project Nat Alliance for Caregiving 1730 Rhode Island Ave NW 812 Washington DC 20036 521931357 501(C)(3) 53298 0 Phase 2 NAC Help Me Care grant 0 3 Grantmaker's Description of How Grants are Used At time of award the grantee organization enters into a grant agreement with Adira Foundation. The agreement includes an approved budget with itemized expenses. Grantees can request a change to the approved budget in writing to Adira Foundation. Grantees submit an estimated to actual expense report at least twice during the course of their project period, one at the mid-point and another final report after the grant has ended. Adira may extend a grant period to allow an organization to further utilize remaining funds, roll remaining funds over to a new phase of a project, or request a return of remaining funds at the end of a project period. These decisions are made on a case-by-case basis in the best interest of the projects goals. X false false false false false false false false false GREG SMILEY Founder/CEO 185799 26000 211799 Form 990, Part VI, Line 11b: Form 990 Review Process ADIRA ENGAGES FRACTIONAL CHIEF FINANCIAL OFFICER (CFO) CONSULTANTS TO SERVE THE FINANCIAL MANAGEMENT FUNCTION, INCLUDING REVIEW OF BUSINESS PRACTICES AND FINANCIAL CONTROLS IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. ADIRA WILL LOOK TO MAKE THAT JOB FUNCTION PERMANENT AND BROUGHT IN-HOUSE AS OUR NEEDS AND CAPACITY DEMANDS. ORGANIZATION'S PROCESS TO REVIEW FORM 990: THE CFO AND CHIEF EXECUTIVE OFFICER (CEO) REVIEW AND DISCUSS THE 990. AFTER WHICH THEY PRESENT THE 990 TO THE BOARD FOR THEIR REVIEW BEFORE IT IS FILED WITH THE IRS. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts ENFORCEMENT OF CONFLICTS POLICY: ANY POTENTIAL CONFLICT OF INTEREST IS REQUIRED TO BE DISCLOSED. EACH MEMBER OF THE BOARD MUST ANNUALLY DECLARE AND ATTEST TO ANY POTENTIAL CONFLICT OF INTEREST. AT THE ANNUAL MEETING THE BOARD DISCUSSES THOSE ATTESTATIONS AND APPROVES OF HOW TO PROCEED IN RESPONSE, IN ALIGNMENT WITH THE CONFLICT OF INTEREST POLICY. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management THE BOARD MEETS ANNUALLY TO DETERMINE THE COMPENSATION AND BENEFITS PACKAGE OF THE ORGANIZATION'S CEO. THE BOARD EVALUATES PERFORMANCE RELATIVE TO ANNUAL TARGETS SET. THE BOARD ALSO FACTORS IN COMPARABILITY DATA, CASH ON HAND, AND CURRENT INDEPENDENT COMPENSATION ANALYSES. THE BOARD THEN APPROVES ANNUAL COMPENSATION FOR THE CEO AND DOCUMENTS CONTEMPORANEOUS SUBSTANTIATION OF THEIR DELIBERATION AND DECISION. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees THE BOARD WORKS WITH THE CEO AND CFO ANNUALLY TO DEVELOP AND APPROVE THE BUDGET FOR THE FOLLOWING FISCAL YEAR WHICH INCLUDES A COMPENSATION FOR KEY EMPLOYEES. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available ADIRA FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC THROUGH THE VIRGINIA STATE CORPORATION COMMISSION, OTHER MEDIA, AND IS AVAILABLE UPON REQUEST. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: Since its founding, Adira Foundation continues to build and fund better and more responsive services, co-designed from the patient/caregiver point-of-view. We do that through multiple listening and learning activities, but also in funding non-profits throughout the United States in both direct awards and competitive grants. From $100,000 in Round 1 to $260,000 in Round 2, Adiras 2021 Active program year continues to grow by investing in non-profits. (Round 3 was funded in early 2022). Simply put, we ask people what they still need but arent getting, and we ask what better help would look like. Then we fund those things most important to them, and in the ways they want to see it. We take on those common, cross-cutting issues that appear too big for anyone to own, such as caregiving, mental health, navigation of services, making clinical research easier, Disability, Life after leaving the workforce, and similar issues. Moving forward, our commitment to fund better, more responsive programs comes from building Round 4 and other projects through activities such as our Neurodegenerative Disease (ND) Congress. There, At ND Congress events, we bring patients and caregiversacross multiple disease statesin congress with those stakeholders who provide those services, including private, non-profit, and public-sector entities. By the numbers in 2022, Adira monitored implementation of 17 competitive grants from two rounds of funding, nurtured 4 ongoing demonstration projects in caregiving, navigation, story collection, and Social Security Disability. We sponsored three events, one blog series, one peer support program, and reported out on extensive research project among 50+ tools measuring quality of life to find best practices and common ground, towards standardizing something more usable and responsive. Lessons from our second round of competitive grants (obligated in December 2020) led to our third round (announced in Fall 2021) for three areas: simplifying clinical research, preparing for threats to livelihood, and on building confidence and relationships by thriving again through common pursuits. Our Impact Reports detailing these annual activities can be found on our website: https://adirafoundation.org