2021-11-02T07:34:46-05:00 2020-12-31 541631262 KEITERSTEPHENSHURSTGARY & SHREAVESPC 4401 DOMINION BLVD GLEN ALLEN VA 23060 990 2020-01-01 825023726 ADIRA FOUNDATION ADIR 8774260712 7330 STAPLES MILL ROAD 288 RICHMOND VA 23228 GREG SMILEY EX OFFICIO 8774260712 2021-10-29 1 GREG SMILEY 999009999 JAYME MIKA P00852731 8047470000 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z X GREG SMILEY 7330 STAPLES MILL ROAD 288 RICHMOND VA 23228 94744 0 X WWW.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. 8 8 8 0 0 0 3899 42420 0 0 0 675 0 127 3899 43222 250000 614632 0 0 605737 832744 0 0 295560 846705 482041 1702442 1929417 -1698543 -1886195 142611 2916341 42912 554857 99699 2361484 X 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. 0 0 1102615 614632 ADIRA'S PROGRAM ACTIVITIES HAVE FOLLOWED ITS "LISTEN, LEARN, AND THEN ACT" APPROACH TO INVEST IN BETTER LIVES FOR PEOPLE WITH NEURODEGENERATIVE DISEASES, STARTING WITH FIVE COMMUNITIES: ALS, ALZHEIMER'S AND RELATED DEMENTIAS, HUNTINGTON'S DISEASE, MULTIPLE SCLEROSIS AND PARKINSON'S DISEASE.ADIRA SPOKE WITH AND LEARNED WHICH UNMET NEEDS WERE OF MOST PRIORITY TO PATIENTS AND CAREGIVERS, THROUGH HOSTING ONLINE CONVENINGS OF PATIENTS AND GRANTEES; COLLECTING STORIES; JOINING SUPPORT GROUPS, CONDUCTING SURVEYS, AND CO-HOSTING A CAREGIVERS TOWN HALL TALKING TO HUNDREDS OF PEOPLE IN THE NEURODEGENERATIVE DISEASE SPACE.ADIRA ACTED BY DISTRIBUTING $100,000 TO 12 NONPROFITS AROUND THE COUNTRY WHO COLLECTIVELY REACH MORE THAN 500,000 PEOPLE LIVING WITH NEURODEGENERATIVE DISEASES AND THEIR CAREGIVERS. THE PROJECTS FAST-TRACKED AN EMERGENCY RESPONSE TO HEALTH-RELATED NON-PROFITS NEEDING TO PIVOT TO CIRCUMSTANCES CAUSED BY COVID-19. ADIRA CONVENED THOSE GRANTEES TO THEN HELP CROWD-SOURCE WHICH PRIORITIES ADIRA SHOULD IMPLEMENT FOR ITS SECOND ROUND OF GRANTS. THROUGH THAT CONVERSATION, AS WELL AS WHAT ADIRA WAS HEARING AND LEARNING FROM PEOPLE IMPACTED BY THESE DISEASES, THREE ISSUES ROSE TO THE TOP WHICH ADIRA SET AS PRIORITY TOPICS FOR ITS SECOND ROUND OF GRANTS, LAUNCHED IN THE FALL OF 2020: 1. CAREGIVER MENTAL HEALTH, 2. CARE COORDINATION AND NAVIGATION, AND 3. SHARING RESOURCES THAT WORK.ADIRA ALSO PARTNERED WITH OTHER NONPROFITS ON THE DESIGN AND IMPLEMENTATION OF THREE DEMONSTRATION PROJECTS DIRECTLY SERVING PATIENTS AND CAREGIVERS. 1. TO CREATE AN ONLINE, CROWDSOURCED CAREGIVER RESOURCE CLEARINGHOUSE, 2. TO MAP THE NETWORK OF NEURODEGENERATIVE DISEASE-RELATED ORGANIZATIONS AND SERVICES IN VIRGINIA AND THEN APPLY RESULTS AND LESSONS FOR SCALING THE PROGRAM BEYOND VIRGINIA, 3. TO RECORD AUDIO CONVERSATIONS TO HEAR FIRSTHAND FROM PEOPLE IMPACTED BY THESE DISEASES IN ORDER TO PROMOTE THE SPECIFIC NEEDS OF THE PERSON FIRST AS AN "INDIVIDUAL", NOT AS A "PATIENT", 4. ADIRA CONTINUED TO MONITOR AND EVALUATE THE EXTENSION OF A FOURTH DEMONSTRATION PROJECT THAT BEGAN IN 2019 WITH THE HUNTINGTON'S DISEASE SOCIETY OF AMERICA REGARDING LEGAL ADVOCACY AND SUPPORT FOR THOSE SEEKING DISABILITY BENEFITS. ADIRA LOOKS TO APPLY LESSONS LEARNED TO OTHER NEURODEGENERATIVE DISEASE POPULATIONS. ADIRA FURTHER LEARNED HOW TO REFINE AND IMPROVE ITS MODEL BY INVESTING IN RESEARCH WITH TWO MAJOR PROJECTS: 1. ADIRA WORKED WITH GEORGE WASHINGTON UNIVERSITY SCHOOL OF PUBLIC HEALTH TO CONDUCT KEY INFORMANT INTERVIEWS AND MAKE RECOMMENDATIONS FOR APPLYING THE LARGE-SCALE, INTEGRATED MULTILATERAL FUNDING MODELTYPICALLY SEEN IN INFECTIOUS DISEASES SUCH AS HIV/AIDS, TUBERCULOSIS AND OTHERS TO ACHIEVE SIMILARLY TRANSFORMATIVE IMPACT FOR NEURODEGENERATIVE DISEASES, 2. ADIRA WORKED WITH A GROUP OF DIVERSITY, EQUITY, AND INCLUSION EXPERTS TO ENGAGE COMMUNITIES OF COLOR IN DRIVING MORE EFFECTIVE CHANGE IN THE NEURODEGENERATIVE DISEASE SPACE. 1102615 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 1 8 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 X X STEPHEN GATHINGU 8048331792 7330 STAPLES MILL ROAD 288 RICHMOND VA 23228 CYNTHIA GOMEZ BOARD CHAIR 4.00 X 0 0 0 ALAN J ABRAMSOM VICE CHAIR 2.00 X 0 0 0 ZENAWIT MELESSE SECRETARY/TREASURER 2.00 X 0 0 0 HELEN FRARY DIRECTOR 1.00 X 0 0 0 TODD EVENSON DIRECTOR 1.00 X 0 0 0 BRUCE PACKETT DIRECTOR 1.00 X 0 0 0 BRUCE RECTOR MD DIRECTOR 1.00 X 0 0 0 CHERYL SULLIVAN STAVELEY DIRECTOR 1.00 X 0 0 0 LAURA HANEN DIRECTOR 1.00 X 0 0 0 GREG SMILEY CEO 40.00 X 217198 0 17050 MARILYN SPINNER CHIEF DEV AND EXT AFFAIRS OFFICER 40.00 X 148891 0 14521 366089 0 31571 2 0 1 0 0 42420 42420 52197 52197 51522 -51522 -51522 -51522 MISCELLANEOUS INCOME 900099 127 127 127 43222 127 0 675 614632 614632 225492 89187 75584 60721 502188 240181 98487 163520 19602 19602 37005 37005 48457 48457 7859 7859 76659 76659 5110 5110 117978 60725 28153 29100 29743 29743 12650 1380 9970 1300 75876 75876 11176 11176 5322 5322 RESEARCH EXPENSES 96510 96510 ADMINISTRATIVE EXPENSES 43158 43158 1929417 1102615 531242 295560 67868 321714 483398 5200 3695 31840 19141 69543 12699 2094016 0 819 142611 2916341 31325 61237 360000 11587 133620 42912 554857 X 99699 2361484 99699 2361484 142611 2916341 X -1886195 -47843 4195823 X 1 X 0 0 0 X 3899 42420 46319 3899 42420 46319 24988 21331 46319 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31840 19141 12699 12699 ASSET-BACKED SECURITIES 2094016 F 2094016 PPP LOAN 133620 133620 X PART X, LINE 2: MANAGEMENT HAS EVALUATED THE EFFECTS OF ACCOUNTING GUIDANCE RELATED TO UNCERTAIN INCOME TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD NO SIGNIFICANT FINANCIAL STATEMENT EXPOSURE TO UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2020. THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION. PART X, LINE 2 - SUPPLEMENTAL INFORMATION: IN SEPTEMBER 2021 KEITER CERTIFIED PUBLIC ACCOUNTANTS & CONSULTANTS COMPLETED AN INDEPENDENT REVIEW OF THE ADIRA 2020 FINANCIAL STATEMENTS, AS IS COMMON PRACTICE FOR A NEW ORGANIZATION IN ITS FIRST FULL YEAR OF PROGRAMMING. ACCORDING TO THE KEITER REPORT ISSUED ON SEPTEMBER 23, 2021, "BASED ON OUR REVIEW, WE ARE NOT AWARE OF ANY MATERIAL MODIFICATIONS THAT SHOULD BE MADE TO THE ACCOMPANYING FINANCIAL STATEMENT IN ORDER FOR THEM TO BE IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES." 0 THE FUND FOR A HEALTHIER COLORADO 1536 WYNKOOP ST STE 224 DENVER CO 80202 474101801 501(C)(3) 85000 CHRONIC CARE COLLABORATIVE NAVIGATOR PROGRAM TO ASSIST COLORADANS LIVINGWITH NEURODEGENERATIVE DISEASES AND THEIR CAREGIVERS. COVID-19 EMERGENCY RESPONSE PROJECT NATIONAL ALLIANCE FOR CAREGIVING 1730 RHODE ISLAND AVENUE NW SUITE 812 WASHINGTON DC 20036 521931357 501(C)(3) 79954 GRANT 114 NAFC; WHILE THIS PROJECT WILL HIGHLIGHT THE NEEDS OF CAREGIVERS OF PEOPLE LIVING WITH A NEURODEGENERATIVE DISEASE SUCH AS ALZHEIMER'SDISEASE, AMYOTROPHIC LATERAL SCLEROSIS, HUNTINGTON'S DISEASE, MULTIPLE SCLEROSIS, AND PARKINSON'S DISEASE, THE RESOURCES AGGREGATED WILL APPLY TO CAREGIVERS AT ALL STAGE OF LIFE AND INCLUDE DISEASE-AGNOSTIC RESOURCES. SENIOR NAVIGATOR 7501 BOULDERS VIEW DRIVE 201 NORTH CHESTERFIELD VA 23225 541977334 501(C)(3) 75501 PROVIDE HELPFUL, FREE INFORMATION AND GUIDANCE TO OLDER ADULTS, PEOPLE WITH DISABILITIES, VETERANS, AND THEIR CAREGIVERS AND FAMILIES VIA AN ACCESSIBLE "HIGH-TECH AND HIGH-TOUCH" APPROACH. FAMILY CAREGIVER ALLIANCE 101 MONTGOMERY STREET SUITE 2150 SAN FRANCISCO CA 94104 942687079 501(C)(3) 75000 ENHANCED NEURODEGENERATIVE DISEASE CAREGIVER SUPPORT: A THREE-PRONGED APPROACH I AM ALS 525 UNIVERSITY AVE ROOM 11-312 PALO ALTO CA 94301 832016277 501(C)(3) 75000 IINITIATIVES THAT EXPAND THE IMPACT OF THE NAVIGATION PROGRAM IN RESPONSE TO STATED NEEDS OFTHE COMMUNITY. THE PEER SUPPORT INITIATIVE, DEVELOPED IN RESPONSE TO THE ISOLATING IMPACT OF ALS,CONNECTS PATIENTS AND CAREGIVERS WITH EACH OTHER FOR ADDITIONAL SUPPORT AND GUIDANCE ON THEEXPERIENCE OF LIVING WITH ALS. THE SOON-TO-LAUNCH CAREGIVERS PLATFORM WILL BE AN ONLINE TOOL FORCAREGIVERS TO ND AFFORDABLE HOME HEALTH CARE WORKERS WITH ALS EXPERIENCE. COMPASSIONATE CARE ALS INC PO BOX 1052 WEST FALMOUTH MA 02574 043567819 501(C)(3) 75000 DEVELOPING A VOLUNTEER CAREGIVER PROGRAM (VCP) AT THE REQUEST OF OUR CURRENT AND FORMER FAMILIES. THIS PROGRAM, INITIALLY FUNDED WITH $25,000 FROM MT PHARMA, WILL PROVIDE ONGOING TRAINING TO CURRENT AND FORMER CAREGIVERS AND FAMILY MEMBERS OF AMYOTROPHIC LATERAL SCLEROSIS (ALS) PATIENTS. BANGOR YMCA 17 SECOND STREET BANGOR ME 04401 010211485 501(C)(3) 60000 COMBINES PHYSICAL EXERCISE WITH SOCIAL WELLNESS AND EDUCATIONAL PROGRAMMING IN A COMMUNITY SETTING. THE GOAL IS TO IMPROVE HE MENTAL AND PHYSICAL WELLNESS OF INDIVIDUALS LIVING WITH ND AND THEIR CAREGIVERS AND PREVENT FURTHER DETERIORATION. HUNTINGTON'S DISEASE SOCIETY OF AMERICA 505 EIGHTH AVENUE SUITE 902 NEW YORK NY 10018 133349872 501(C)(3) 10000 CONVERT ANNUAL CONVENTION TO VIRTUAL EXPERIENCE AMERICAN PARKINSON DISEASE ASSOCIATION 733 THIRD AVENUE 3RD FLOOR NEW YORK NY 10017 135661935 501(C)(3) 10000 ASSIST THE NATIONAL MULTIPLE SCLEROSIS SOCIETYIN RESPONDING TO IMMEDIATE NEEDS OF PATIENTS AND CAREGIVERS IN RESPONSE TO EMERGENCY NEEDS DUE TO COVID-19. NATIONAL MS SOCIETY 135 PARKINSON AVE STATEN ISLAND NY 10305 131962771 501(C)(3) 10000 DIRECT FINANCIAL ASSISTANCE FOR SELF-EXPRESSED NEEDS INCLUDING MEDICATION, RESPITE CARE, HOME-HEALTH AID, TRANSPORTATION, CHILDCARE ASSISTANCE, ADAPTIVE EQUIPMENT, UTILITY BILL PAYMENT, EMERGENCY HOUSING EXPENSES, AND FOOD ASSISTANCE ROCKY MOUNTAIN MS CENTER 8845 WAGNER STREET WESTMINSTER CO 80031 840795455 501(C)(3) 10000 WORK WITH INDIVIDUALS LIVING WITH MS AND RELATED NEUROLOGICAL DISEASES DURING THE COVID-19 PANDEMIC IN A VARIETY OF WAYS. REGENT OF UNIVERSITY OF COLORADO 1800 N GRANT ST STE 200 DENVER CO 80203 846000555 501(C)(3) 10000 ONE-ON-ONE WELLNESS ASSESSMENTS (HOW IS ND DIAGNOSED INDIVIDUAL, IS THE CAREGIVER ABLE TO CARE FOR THEM, HOW IS THE CAREGIVER) BY TELEPHONE OR VIDEO TELECONFERENCE BAKER RIPLEY PO BOX 271389 HOUSTON TX 77277 237062976 501(C)(3) 9741 RESPONDING TO IMMEDIATE NEEDS OF PATIENTS AND CAREGIVERS IN RESPONSE TO EMERGENCY NEEDS DUE TO COVID-19. ALS ASSOCIATION DCMDVA CHAPTER 30 W GUDE DRIVE SUITE 150 ROCKVILLE MD 20850 521749047 501(C)(3) 8216 TRANSITION PEOPLE WITH ALS AND THEIR CAREGIVERS TO VIRTUAL SUPPORT PARKINSONS RESOURCES OF OREGON 8880 SW NIMBUS AVE STE B BEAVERTON OR 97008 930905013 501(C)(3) 7500 COVID-19 OUTREACH AND ONLINE RESPONSE NEW HORIZONS SERVICE DOGS 1590 LAUREL PARK CT ORANGE CITY FL 32763 593334829 501(C)(3) 7325 PROVIDES EMERGENCY FINANCIAL AID TO SERVICE DOG OWNERS FACING A VETERINARIAN EMERGENCY 17 0 X 0 0 0 0 0 0 0 0 0 GREG SMILEY CEO 217198 0 0 0 0 0 8755 0 8295 0 234248 0 0 0 MARILYN SPINNER CHIEF DEV AND EXT AFFAIRS OFFICER 148891 0 0 0 0 0 477 0 14044 0 163412 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B 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, SECTION B, LINE 12C 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, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIAL: 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. COMPENSATION PROCESS FOR OFFICERS: 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, SECTION C, LINE 19 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 XI, LINE 9: ASSET FROM CARING VOICE COALITION 4,222,044. DIFFERENCE IN NET ASSETS -26,221.