ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC (EIN 13-3039601)
Tax period
2017-07-01 to 2018-06-30
Filed
2018-12-19
IRS object ID
201833539349301153
Schema version
2017v2.3
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)
Return2018-12-19T16:51:08-06:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2017-07-01TaxPeriodBeginDt

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)
In Care Of% RICHARD HOVLAND COO/CFOInCareOfNm
Business Name ControlALZHBusinessNameControlTxt
Phone3123558700PhoneNum

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 H HOVLANDPersonNm
Person TitleCOO/CFOPersonTitleTxt
Phone3123355771PhoneNum
Signature2018-12-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIDGET T ROCHEPreparerPersonNm
PTINP00666837PTIN
Phone3128560200PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address209.220.64.52IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id36941220183535000000FederalOriginalSubmissionId
Federal Original Submission Id2018-12-19FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id43330B002D0640EEDA4136F3EDC5620D97A98273AtSubmissionCreationDeviceId
At Submission Filing Device IdDB64C1701B389F151E46C096E2734789DEA2CBCDAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1Alzheimer's AssociationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerRICHARD H 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$402,890,062GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.alz.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1980FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionELIMINATE ALZHEIMER'S DISEASE THROUGH THE ADVANCEMENT OF RESEARCH, PROVIDE & ENHANCE CARE & SUPPORT FOR ALL AFF- ECTED & REDUCE THE RISK OF DEMENTIA THROUGH PROMOTION OF BRAIN HEALTH.ActivityOrMissionDesc
Voting Members Governing Body28VotingMembersGoverningBodyCnt
Voting Members Independent28VotingMembersIndependentCnt
Total Employee2548TotalEmployeeCnt
Total Volunteers71227TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$135,584NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$303,300,791PYContributionsGrantsAmt
CY Contributions Grants$321,309,088CYContributionsGrantsAmt
PY Program Service Revenue$9,746,976PYProgramServiceRevenueAmt
CY Program Service Revenue$10,504,180CYProgramServiceRevenueAmt
PY Investment Income$6,179,743PYInvestmentIncomeAmt
CY Investment Income$6,410,118CYInvestmentIncomeAmt
PY Other Revenue$8,231,840PYOtherRevenueAmt
CY Other Revenue$7,235,241CYOtherRevenueAmt
PY Total Revenue$327,459,350PYTotalRevenueAmt
CY Total Revenue$345,458,627CYTotalRevenueAmt
PY Grants And Similar Paid$32,350,336PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$39,557,360CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$160,816,980PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$173,396,038CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$1,310,457PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$1,306,686CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$69,319,116CYTotalFundraisingExpenseAmt
PY Other Expenses$133,673,989PYOtherExpensesAmt
CY Other Expenses$145,317,383CYOtherExpensesAmt
PY Total Expenses$328,151,762PYTotalExpensesAmt
CY Total Expenses$359,577,467CYTotalExpensesAmt
PY Revenues Less Expenses-$692,412PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$14,118,840CYRevenuesLessExpensesAmt
Total Assets BOY$345,089,789TotalAssetsBOYAmt
Total Assets EOY$354,052,059TotalAssetsEOYAmt
Total Liabilities BOY$77,223,643TotalLiabilitiesBOYAmt
Total Liabilities EOY$97,847,369TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$267,866,146NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$256,204,690NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ALZHEIMER'S ASSOCIATION IS THE LEADING VOLUNTARY HEALTH ORGANIZATION IN ALZHEIMER CARE, SUPPORT, AND RESEARCH. (MISSION CONTINUED IN SCHEDULE O).MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$200,035,628ExpenseAmt
Grant$2,975,894GrantAmt
Revenue$3,767,473RevenueAmt
DescPUBLIC 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 5 MILLION AMERICANS ARE LIVING WITH ALZHEIMER'S AND AS MANY AS 15 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 KNOWLEDGE 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$46,544,673ExpenseAmt
Grant$30,054,889GrantAmt
Revenue$6,637,040RevenueAmt
DescRESEARCH - 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 30 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$9,336,880ExpenseAmt
Grant$0GrantAmt
Revenue$34,816RevenueAmt
DescChapter Services - Approximately 290 offices across the U.S. are doing business as the Alzheimer's Association and various names as a collection of 78 chapters of the Association and are in communities nationwide providing services to families and professionals including: information and referral, support groups, care consultation, and education and safety services.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$17,770,262TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$6,526,577TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$64,851TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$273,687,443TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesYes (true)GamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document1304IRPDocumentCnt
IRP Document W2 G1IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee2548EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members28GoverningBodyVotingMembersCnt
Independent Voting Member28IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
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 FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
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 FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTXStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonRICHARD HOVLAND COOCFOPersonNm
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 (42 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Christopher Binkley
Chair And Director12.00.0Yes (X)$0$0$0
Bill Buechele Thru 1017
Treasurer and Director10.00.0Yes (X)$0$0$0Yes (X)
Jack Faer
Director5.00.0Yes (X)$0$0$0
David Goltermann
Vice Chair and Director12.00.0Yes (X)$0$0$0Yes (X)
Louis Holland Jr
Director5.00.0Yes (X)$0$0$0
Paul Hornback
Director5.00.0Yes (X)$0$0$0
David Knopman MD
Director5.00.0Yes (X)$0$0$0
Jacqueline Kouri Thru 1017
Secretary and Director10.00.0Yes (X)$0$0$0Yes (X)
Margaret Noel MD
Director (Thru 10/17)5.00.0Yes (X)$0$0$0
Debra Pierson
Director5.00.0Yes (X)$0$0$0
Kimberly Reed
Director5.00.0Yes (X)$0$0$0
Karen Stevenson
Director5.00.0Yes (X)$0$0$0
Carolyn Tieger
Director5.00.0Yes (X)$0$0$0
Derek van Amerongen
Director5.00.0Yes (X)$0$0$0
Electa Anderson Thru 1017
Director5.00.0Yes (X)$0$0$0
Helen Brooks
Director5.00.0Yes (X)$0$0$0
Anna Catalano
Secretary and Director10.00.0Yes (X)$0$0$0Yes (X)
James Grossmann
Director5.00.0Yes (X)$0$0$0
David Hunter
Director5.00.0Yes (X)$0$0$0
Verna Jones-Rodwell
Director (Thru 03/18)5.00.0Yes (X)$0$0$0
Diana Kerwin MD
Director5.00.0Yes (X)$0$0$0
Sarah Lorance
Director5.00.0Yes (X)$0$0$0
Ralph Nixon MD PhD
Director5.00.0Yes (X)$0$0$0
Robert O'Keefe Thru 1017
Director5.00.0Yes (X)$0$0$0
Steven Osgood
Treasurer and Director10.00.0Yes (X)$0$0$0Yes (X)
Cecile Perich
DIRECTOR5.00.0Yes (X)$0$0$0
Brian Richardson
Director5.00.0Yes (X)$0$0$0
Julia Wallace
Director5.00.0Yes (X)$0$0$0
Paul Wexler
DIRECTOR5.00.0Yes (X)$0$0$0
Bruce Baude BEG 1017
Director5.00.0Yes (X)$0$0$0
Minoo Javanmardian BEG 1017
Director5.00.0Yes (X)$0$0$0
Pam Montana BEG 1017
Director5.00.0Yes (X)$0$0$0
William Thomas BEG 1017
Director5.00.0Yes (X)$0$0$0
John Tracy BEG 1017
Director5.00.0Yes (X)$0$0$0
HARRY JOHNS
President & CEO60.00.27$1,927,785$9,318$52,902Yes (X)
RICHARD HOVLAND
COO/CFO60.00.06$671,403$1,123$54,770Yes (X)
Christine Foh
Asst Secy & VP Legal & GC60.00.23$242,634$1,752$37,982Yes (X)
Maria Carrillo
Chief Science Officer60.00.0$460,886$0$58,880Yes (X)
Robert Egge
Chief Public Policy Officer60.01.41$431,012$19,558$86,240Yes (X)
Donna McCullough
Chief Development Officer60.00.06$410,198$656$67,629Yes (X)
Scott Gardner
Chief Change Mgmt Officer60.00.0$367,030$0$42,092Yes (X)
William Fisher
West Area Leader60.00.0$333,356$0$53,097Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,844,304TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$32,407TotReportableCompRltdOrgAmt
Total Other Compensation$453,592TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K221IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Hayworth Marketing Media LLC
45 South 7th Street Suite 2400MINNEAPOLISMN55402MEDIA$9,290,179
World-Wide Printing Distrib Inc
2900 E ApacheTULSAOK74110Print/Letter Shop$6,456,759
Home Instead Inc
13323 Claifornia StreetOMAHANE68154Respite$3,278,607
Webb Mason Inc
PO Box 62414BALTIMOREMD212642414PRINT/LETTER SHOP$2,988,928
PERSONIFY INC
PO BOX 759470BALTIMOREMD212759470SOFTWARE DEVELOPMENT$2,481,327
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K130CntrctRcvdGreaterThan100KCnt
Membership Dues$512,050MembershipDuesAmt
Fundraising$3,689,609FundraisingAmt
Government Grants$22,529,518GovernmentGrantsAmt
All Other Contributions$294,577,911AllOtherContributionsAmt
Noncash Contributions$11,782,522NoncashContributionsAmt
Total Contributions$321,309,088TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PROGRAM CONFERENCES611710$6,885,515$6,885,515
CAREGIVER TRAINING611710$720,091$720,091
SAFE RETURN REGISTRATION FEES611710$515,530$515,530
JOURNAL511120$335,872$335,872
REGISTRATION/EVENT REVENUE900099$2,047,172$2,047,172
FieldValueIRS element (for citing)
Total Program Service Revenue$10,504,180TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,111,379TotalRevenueColumnAmt
Exclusion$6,111,379ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$244,247TotalRevenueColumnAmt
Exclusion$244,247ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$52,030,814SecuritiesAmt
Other$538,335OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$51,726,952SecuritiesAmt
Other$543,458OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$303,862SecuritiesAmt
Other-$5,123OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$298,739TotalRevenueColumnAmt
Exclusion$298,739ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$10,397,634FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$3,689,609ContriRptFundraisingEventAmt
Fundraising Direct Expenses$5,088,209FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,309,425TotalRevenueColumnAmt
Exclusion$5,309,425ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$46,245GamingGrossIncomeAmt
Gaming Direct Expenses$44,018GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,227TotalRevenueColumnAmt
Exclusion$2,227ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$318,798GrossSalesOfInventoryAmt
Cost Of Goods Sold$28,798CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$290,000TotalRevenueColumnAmt
Exclusion$290,000ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
3RD PARTY LITIGATION AWARD RECIPIENT900099$734,166$734,166
GROUP CHAPTER REVENUE900099$520,936$520,936
AFFILIATE REVENUE900099$18,407$18,407

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$115,833TotalRevenueColumnAmt
Exclusion$115,833ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,389,342OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$345,458,627TotalRevenueColumnAmt
Related Or Exempt Func Income$10,504,180RelatedOrExemptFuncIncomeAmt
Exclusion$13,645,359ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$32,223,530TotalAmt
Program Services$32,223,530ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$1,745,093TotalAmt
Program Services$1,745,093ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$5,588,737TotalAmt
Program Services$5,588,737ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,128,696TotalAmt
Program Services$1,765,846ProgramServicesAmt
Management And General$868,509ManagementAndGeneralAmt
Fundraising$494,341FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$134,768,425TotalAmt
Program Services$99,544,003ProgramServicesAmt
Management And General$4,505,930ManagementAndGeneralAmt
Fundraising$30,718,492FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$20,458,187TotalAmt
Program Services$15,044,960ProgramServicesAmt
Management And General$786,851ManagementAndGeneralAmt
Fundraising$4,626,376FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$14,959,819TotalAmt
Program Services$11,023,658ProgramServicesAmt
Management And General$670,599ManagementAndGeneralAmt
Fundraising$3,265,562FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$80,911TotalAmt
Program Services$61,778ProgramServicesAmt
Management And General$3,531ManagementAndGeneralAmt
Fundraising$15,602FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,099,064TotalAmt
Program Services$648,018ProgramServicesAmt
Management And General$321,902ManagementAndGeneralAmt
Fundraising$129,144FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$221,471TotalAmt
Management And General$221,471ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$1,016,065TotalAmt
Program Services$1,016,065ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$1,306,686TotalAmt
Fundraising$1,306,686FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$210,229TotalAmt
Program Services$210,229ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$22,896,645TotalAmt
Program Services$18,102,988ProgramServicesAmt
Management And General$1,458,005ManagementAndGeneralAmt
Fundraising$3,335,652FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$25,248,420TotalAmt
Program Services$22,127,382ProgramServicesAmt
Management And General$39,658ManagementAndGeneralAmt
Fundraising$3,081,380FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$38,465,057TotalAmt
Program Services$26,352,226ProgramServicesAmt
Management And General$3,836,430ManagementAndGeneralAmt
Fundraising$8,276,401FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,841,380TotalAmt
Program Services$1,324,022ProgramServicesAmt
Management And General$253,758ManagementAndGeneralAmt
Fundraising$263,600FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$18,650,402TotalAmt
Program Services$14,203,359ProgramServicesAmt
Management And General$1,864,940ManagementAndGeneralAmt
Fundraising$2,582,103FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$11,120,205TotalAmt
Program Services$8,138,824ProgramServicesAmt
Management And General$362,797ManagementAndGeneralAmt
Fundraising$2,618,584FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$16,530,804TotalAmt
Program Services$10,465,211ProgramServicesAmt
Management And General$235,664ManagementAndGeneralAmt
Fundraising$5,829,929FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,339,411TotalAmt
Program Services$2,859,992ProgramServicesAmt
Management And General$570,144ManagementAndGeneralAmt
Fundraising$909,275FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$612,840TotalAmt
Program Services$392,303ProgramServicesAmt
Management And General$133,490ManagementAndGeneralAmt
Fundraising$87,047FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
BAD DEBT EXPENSE$1,850,265$3,544$410,277$1,436,444
.$0
.$0
.$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,215,125TotalAmt
Program Services$845,675ProgramServicesAmt
Management And General$26,952ManagementAndGeneralAmt
Fundraising$342,498FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$359,577,467TotalAmt
Program Services$273,687,443ProgramServicesAmt
Management And General$16,570,908ManagementAndGeneralAmt
Fundraising$69,319,116FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$16,449,045TotalAmt
Program Services$10,038,429ProgramServicesAmt
Management And General$2,452,043ManagementAndGeneralAmt
Fundraising$3,958,573FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$417,659BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$57,724,862BOYAmt
EOY$68,055,793EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$54,827,463BOYAmt
EOY$46,695,790EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,482,245BOYAmt
EOY$8,496,070EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$47,468BOYAmt
EOY$71,218EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$885,536BOYAmt
EOY$1,040,794EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$8,562,543BOYAmt
EOY$6,136,245EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$50,265,646LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$25,544,534LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$17,889,492BOYAmt
EOY$24,721,112EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$160,429,873BOYAmt
EOY$163,106,724EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$32,978,937BOYAmt
EOY$34,892,159EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$843,711BOYAmt
EOY$836,154EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$345,089,789BOYAmt
EOY$354,052,059EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$24,334,152BOYAmt
EOY$29,835,119EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$37,213,895BOYAmt
EOY$48,509,764EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$5,807,113BOYAmt
EOY$4,775,563EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,868,483BOYAmt
EOY$14,726,923EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$77,223,643BOYAmt
EOY$97,847,369EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$136,430,935BOYAmt
EOY$126,389,072EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$90,231,019BOYAmt
EOY$87,419,135EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$41,204,192BOYAmt
EOY$42,396,483EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$267,866,146BOYAmt
EOY$256,204,690EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$345,089,789BOYAmt
EOY$354,052,059EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$14,118,840ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,105,849NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$351,535OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
FS Audited BasisFSAuditedBasisGrp
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)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$120,142,741CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$149,251,302CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$158,669,271CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$301,450,526CurrentTaxYearMinus1YearAmt
Current Tax Year$321,309,088CurrentTaxYearAmt
Total$1,050,822,928TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$120,142,741CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$149,251,302CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$158,669,271CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$301,450,526CurrentTaxYearMinus1YearAmt
Current Tax Year$321,309,088CurrentTaxYearAmt
Total$1,050,822,928TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$1,050,822,928PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,089,505CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,055,023CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,039,352CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,882,618CurrentTaxYearMinus1YearAmt
Current Tax Year$6,355,626CurrentTaxYearAmt
Total$19,422,124TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year$135,584CurrentTaxYearAmt
Total$135,584TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,103,829CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,633,496CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,077,019CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,716,507CurrentTaxYearMinus1YearAmt
Current Tax Year$12,152,019CurrentTaxYearAmt
Total$44,682,870TotalAmt
FieldValueIRS element (for citing)
Total Support$1,115,063,506TotalSupportAmt
Gross Receipts Rltd Activities$36,445,369GrossReceiptsRltdActivitiesAmt
Public Support CY1700.94239PublicSupportCY170Pct
Public Support PY1700.93970PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersYes (true)VolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsYes (true)MediaAdvertisementsInd
Media Advertisements$251,000MediaAdvertisementsAmt
Mailings MembersYes (true)MailingsMembersInd
Mailings Members$300MailingsMembersAmt
Publications Or BroadcastYes (true)PublicationsOrBroadcastInd
Grants Other OrganizationsYes (true)GrantsOtherOrganizationsInd
Grants Other Organizations$6,475,586GrantsOtherOrganizationsAmt
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$1,662,167DirectContactLegislatorsAmt
Rallies DemonstrationsYes (true)RalliesDemonstrationsInd
Rallies Demonstrations$1,115,000RalliesDemonstrationsAmt
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$9,504,053TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE C, PART II-B, LINE 1AVOLUNTEERS MOST OF THE ASSOCIATION'S ADVOCACY IS THROUGH VOLUNTEERS. ADDITIONALLY THE ASSOCIATION HAS TRAINING TO DEVELOP AND ORGANIZE CHAPTER BASED GRASSROOTS ACTIVITIES. AS ALZHEIMER'S DISEASE AND RELATED DEMENTIAS, HEREAFTER REFERRED TO AS ALZHEIMER'S DISEASE, THREATEN TO BANKRUPT FAMILIES, BUSINESSES AND THE 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 HIGH QUALITY HEALTHCARE AND LONG TERM SERVICES AND SUPPORT FOR PEOPLE WITH ALZHEIMER'S AND THEIR FAMILIES. THIS INCLUDES ADVOCACY FOR BETTER CARE FOR PEOPLE AND FAMILIES ALREADY FACING ALZHEIMER'S. ADVOCACY ACTIVITIES ALSO INCLUDE COLLABORATING WITH OTHER ORGANIZATIONS TO IMPROVE QUALITY CARE AND RAISE AWARENESS OF KEY ISSUES.
SCHEDULE C, PART II-B, LINE 1BPAID STAFF OR MANAGEMENT THE ASSOCIATION HAS PAID STAFF WHO ENGAGE ON BEHALF OF THE ASSOCIATION IN PUBLIC POLICY WORK, INCLUDING EDUCATING POLICYMAKERS AND SUPPORTING THE ADVOCACY WORK OF VOLUNTEERS.
SCHEDULE C, PART II-B, LINE 1CMEDIA ADVERTISEMENTS MEDIA ADVERTISEMENTS WERE RUN IN WASHINGTON, D.C. FOR KEY ADVOCACY AWARENESS OPPORTUNITIES DURING THE YEAR.
SCHEDULE C, PART II-B, LINE 1DMAILING TO MEMBERS, LEGISLATORS OR THE PUBLIC MAILING COSTS TO DISTRIBUTE FACTS AND FIGURES TO LEGISLATORS.
SCHEDULE C, PART II-B, LINE 1EPUBLICATIONS, OR PUBLISHED OR BROADCAST STATEMENTS THE ASSOCIATION DISTRIBUTED FEDERAL AND STATE UPDATES VIA EMAIL APPROXIMATELY 80 TIMES DURING THE YEAR.

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$24,038,631BeginningYearBalanceAmt
Contributions$5,200ContributionsAmt
Investment Earnings Or Losses$894,633InvestmentEarningsOrLossesAmt
Other Expenditures$894,633OtherExpendituresAmt
End Year Balance$24,043,831EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,717,133BeginningYearBalanceAmt
Contributions$10,321,498ContributionsAmt
Investment Earnings Or Losses$1,125,281InvestmentEarningsOrLossesAmt
Other Expenditures$1,125,281OtherExpendituresAmt
End Year Balance$24,038,631EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,690,883BeginningYearBalanceAmt
Contributions$26,250ContributionsAmt
Investment Earnings Or Losses$545,968InvestmentEarningsOrLossesAmt
Grants Or Scholarships$545,968GrantsOrScholarshipsAmt
End Year Balance$13,717,133EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,715,104BeginningYearBalanceAmt
Contributions$121,524ContributionsAmt
Investment Earnings Or Losses$537,643InvestmentEarningsOrLossesAmt
Grants Or Scholarships$683,388GrantsOrScholarshipsAmt
End Year Balance$13,690,883EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,654,952BeginningYearBalanceAmt
Contributions$1,060,152ContributionsAmt
Investment Earnings Or Losses$1,961,725InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,961,725GrantsOrScholarshipsAmt
End Year Balance$13,715,104EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.97530PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.02470TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$568,500OtherCostOrOtherBasisAmt
Book Value$568,500BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,310,495OtherCostOrOtherBasisAmt
Depreciation$81,528DepreciationAmt
Book Value$1,228,967BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,448,422OtherCostOrOtherBasisAmt
Depreciation$5,265,167DepreciationAmt
Book Value$7,183,255BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,274,330OtherCostOrOtherBasisAmt
Depreciation$7,055,242DepreciationAmt
Book Value$2,219,088BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$26,663,899OtherCostOrOtherBasisAmt
Depreciation$13,142,597DepreciationAmt
Book Value$13,521,302BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$24,721,112TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
BENEFICIAL INTEREST$34,643,715F
ASSETS HELD IN TRUST$248,444F
FieldValueIRS element (for citing)
Total Book Value Securities$34,892,159TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
DEFERRED RENT$8,631,325
GIFT ANNUITY OBLIGATIONS$4,228,248
DUE TO CHAPTERS$1,848,211
OTHER LIABILITIES$19,139
FieldValueIRS element (for citing)
Total Liability$14,726,923TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$352,773,529TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,105,849NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$4,811,018DonatedServicesAndUseFcltsAmt
Other Revenue$369,237OtherRevenueAmt
Revenue Not Reported$7,286,104RevenueNotReportedAmt
Revenue Subtotal$345,487,425RevenueSubtotalAmt
Other Revenues Not Included-$28,798OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$28,798RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$345,458,627TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$364,434,987TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$4,828,722DonatedServicesUseFcltsAmt
Other Expenses Included$28,798OtherExpensesIncludedAmt
Expenses Not Reported$4,857,520ExpensesNotReportedAmt
Expenses Subtotal$359,577,467ExpensesSubtotalAmt
Total Expenses Per Form990$359,577,467TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART V, LINE 4INTENDED USES OF ENDOWMENT FUNDS Permanently restricted net assets are restricted as investments in perpetuity. The Association's endowment only consists of donor-restricted endowment funds. Net assets associated with the Association's endowment funds are classified and reported based on the existence of donor-imposed restrictions. Donors restrict the earnings of some of the Association's endowment funds to fund the Association's research program. In accordance with donor stipulations, the income generated from these assets is restricted for research (approximately 57%) or not purpose restricted (approximately 43%). The 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, the 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. The 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 the 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 the Association. -The investment policies of the Association. The 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, 2018 and 2017, endowment assets only include those assets of donor-restricted funds that the Association must hold in perpetuity, as the 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. The 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. The Association's policy is to appropriate spending amounts deemed prudent for donor-restricted funds.
SCHEDULE D, PART X, LINE 2FIN 48 THE ASSOCIATION AND THE 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.
Schedule D, Part XI, Line 2DRECONCILIATION OF REVENUE CHANGE IN PERPETUAL TRUST $1,027,840 CHANGE IN SPLIT INTEREST ($658,603) ---------- TOTAL $369,237 SCHEDULE D, PART XI, LINE 4B RECONCILIATION OF REVENUE COST OF GOODS SOLD ($28,798) ---------- TOTAL ($28,798) SCHEDULE D, PART XII, LINE 2D RECONCILIATION OF EXPENSES COST OF GOODS SOLD $28,798 ---------- TOTAL $28,798

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)00Program ServicesGrantmaking$3,501,935
North AmericaProgram ServicesGrantmaking$859,628
East Asia and the PacificProgram ServicesGrantmaking$811,421
South AmericaProgram ServicesGrantmaking$290,000
Middle East and North AfricaProgram ServicesGrantmaking$150,000
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$5,612,984SubtotalSpentAmt
Total Spent$5,612,984TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (34 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Europe (Including Iceland and Greenland)Program Services$170,858Wire
Europe (Including Iceland and Greenland)Program Services$175,000Wire
Europe (Including Iceland and Greenland)Program Services$174,070Wire
Europe (Including Iceland and Greenland)Program Services$175,000Wire
East Asia and the PacificProgram Services$174,786Wire
Europe (Including Iceland and Greenland)Program Services$175,000Wire
Europe (Including Iceland and Greenland)Program Services$174,283Wire
South AmericaProgram Services$140,000Wire
Europe (Including Iceland and Greenland)Program Services$150,000Wire
North AmericaProgram Services$75,000Wire
East Asia and the PacificProgram Services$150,000Wire
Europe (Including Iceland and Greenland)Program Services$150,000Wire
East Asia and the PacificProgram Services$150,000Wire
Middle East and North AfricaProgram Services$150,000Wire
Europe (Including Iceland and Greenland)Program Services$147,520Wire
South AmericaProgram Services$150,000Wire
East Asia and the PacificProgram Services$149,835Wire
East Asia and the PacificProgram Services$149,800Wire
Europe (Including Iceland and Greenland)Program Services$135,000Wire
Europe (Including Iceland and Greenland)Program Services$120,000Wire
North AmericaProgram Services$450,000Wire
North AmericaProgram Services$334,628Wire
Europe (Including Iceland and Greenland)Program Services$25,000Wire
Europe (Including Iceland and Greenland)Program Services$25,000Wire
Europe (Including Iceland and Greenland)Program Services$21,780Wire
Europe (Including Iceland and Greenland)Program Services$24,247Wire
Europe (Including Iceland and Greenland)Program Services$25,000Wire
Europe (Including Iceland and Greenland)Program Services$45,000Wire
Europe (Including Iceland and Greenland)Program Services$24,970Wire
Europe (Including Iceland and Greenland)Program Services$999,244Wire
East Asia and the PacificProgram Services$37,000Wire
Europe (Including Iceland and Greenland)Program Services$43,000Wire
Europe (Including Iceland and Greenland)Program Services$431,963Wire
Europe (Including Iceland and Greenland)Program Services$90,000Wire
FieldValueIRS element (for citing)
Total501c3 Org34Total501c3OrgCnt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2PROCEDURE 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 Council along with the 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 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 and areas of RFA focus. Third, there is a detailed process once a grant is awarded to monitor program and scientific and financial integrity. 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 award. Several programs are leveraged funding opportunities with partner organizations. These research projects and financial expenditure reports are shared between the partner organization(s). Sixty days prior to the anniversary of the award, an Alzheimer's Association Post-Award Specialist notifies all researchers and all designated institutional financial officials with fiscal responsibility for the award of the required reports, which include an interim scientific report, and interim financial report and documentation of any publications as a result of Association funding. 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, 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.altum.com/login.asp. The financial report must be signed by the institutional official with fiscal responsibility, 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 Post-Award Specialist for accuracy and consistency with the agreed upon budget. In addition, the Association requires protocol continuation approval (i.e., INSTITUTIONAL ANIMAL CARE AND USE COMMITTEE (IACUC), INSTITUTIONAL 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 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 Proposal Central 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 Proposal Central 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 agree 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, the Association requests, monitors, and follows-up to ensure submission compliance on all awarded contracts and that financial reporting requirements are met. Awardees' financial reports are audited 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. This Researcher becomes ineligible to apply for funding from the Alzheimer's Association. Foreign Institutions are required to submit one of the following as verification of Non-Profit status: - Organization's charter, bylaws and other governing documents (In english, if possible). In cases where translation is not possible, a dated and signed letter in english from the rector or other authorized signing official of the institution is acceptable. - Documentation of non-profit designation from organization's government. 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 AND PARTNERSHIP PROGRAMS SUCH AS BIOMARKERS ACROSS NEURODEGENERATIVE DISEASES (BAND) and Tau Pipeline Enabling Program (T-PEP). Unless otherwise stated in program, all institutions are required to submit verification of their non-profit status dated within the last five years (e.g., IRS tax determination letter). If the irs determination letter is dated prior to this five year period, the institution is required to provide documentation from an authorized SIGNING OFFICIAL IN THEIR GRANTS AND CONTRACTS OFFICE OR OFFICE OF SPONSORED RESEARCH to confirm there has not been a status change for the organization. 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 proposal central. After receipt, these forms are reviewed by an alzheimer's association pre-award specialist. Following review by a pre-award specialist, applications are then moved forward to peer-review. If awarded, the alzheimer's association post-award 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 awardee is compliant with the U.S. Patriot Act and does not appear on the Specially Designated Nationals (SDN) lists. A FORM IS COMPLETED FOR EACH APPROVED ALZHEIMER'S ASSOCIATION AWARDEE THAT VERIFIES COMPLIANCE WITH THE U.S. Patriot Act AND UPLOADED TO THEIR ONLINE FILE AT PROPOSAL CENTRAL PRIOR TO PAYMENT BEING SENT TO THE AWARDEE. IN THE EVENT THAT A POSITIVE MATCH TO ONE OF THE SDN LISTS IS FOUND BY THE ASSOCIATION, IT WOULD 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 verification is performed. The Alzheimer's Association monitors the scientific advances of the Association's grant awardees by maintaining records of publications, presentations, and intellectual property that result from funded studies. The 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.
Schedule F, Part I, Line 3, Column (f) and Part II, Line 1Method Used to Account for Expenditures and Grants The Alzheimer's Association accounts for expenditures, cash grants, and noncash assistance using the accrual 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 (true)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 300LexingtonMA02421Mailfalse$40,426,798$1,074,260$39,352,538
CDR
16900 Science Drive Suite 210BowieMD20715Emailfalse$27,179,699$232,426$26,947,273
FieldValueIRS element (for citing)
Total Gross Receipts$67,606,497TotalGrossReceiptsAmt
Total Retained By Contractors$1,306,686TotalRetainedByContractorsAmt
Total Net To Organization$66,299,811TotalNetToOrganizationAmt
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)
Event1Chicago GalaEvent1Nm
Gross Receipts Event1$1,669,750GrossReceiptsEvent1Amt
Charitable Contri Event1$659,450CharitableContriEvent1Amt
Gross Revenue Event1$1,010,300GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$124,562NonCashPrizesEvent1Amt
Rent Facility Costs Event1$37,304RentFacilityCostsEvent1Amt
Food And Beverage Event1$165,375FoodAndBeverageEvent1Amt
Entertainment Event1$122,956EntertainmentEvent1Amt
Other Direct Expenses Event1$0OtherDirectExpensesEvent1Amt
Event2Part the CloudEvent2Nm
Gross Receipts Event2$1,074,500GrossReceiptsEvent2Amt
Charitable Contri Event2$349,700CharitableContriEvent2Amt
Gross Revenue Event2$724,800GrossRevenueEvent2Amt
Cash Prizes Event2$0CashPrizesEvent2Amt
Non Cash Prizes Event2$0NonCashPrizesEvent2Amt
Rent Facility Costs Event2$0RentFacilityCostsEvent2Amt
Food And Beverage Event2$127,299FoodAndBeverageEvent2Amt
Entertainment Event2$501,567EntertainmentEvent2Amt
Other Direct Expenses Event2$0OtherDirectExpensesEvent2Amt
Other Events Total51OtherEventsTotalCnt
Gross Receipts Other Events$11,342,993GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$2,680,459CharitableContriOtherEventsAmt
Gross Revenue Other Events$8,662,534GrossRevenueOtherEventsAmt
Cash Prizes Other Events$0CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$1,394,084NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$782,357RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$1,032,051FoodAndBeverageOtherEventsAmt
Entertainment Other Events$350,894EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$449,760OthDirectExpnssOtherEventsAmt
Gross Receipts Total$14,087,243GrossReceiptsTotalAmt
Charitable Contributions Tot$3,689,609CharitableContributionsTotAmt
Gross Revenue Total Events$10,397,634GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$1,518,646NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$819,661RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$1,324,725FoodAndBeverageTotalEventsAmt
Entertainment Total Events$975,417EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$449,760OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$5,088,209DirectExpenseSummaryEventsAmt
Net Income Summary$5,309,425NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Gross Revenue Other Gaming$46,245GrossRevenueOtherGamingAmt
Cash Prizes Other Gaming$2,227CashPrizesOtherGamingAmt
Non Cash Prizes Other Gaming$41,791NonCashPrizesOtherGamingAmt
Volunteer Labor Other GamingfalseVolunteerLaborOtherGamingInd
Gross Revenue Total Gaming$46,245GrossRevenueTotalGamingAmt
Cash Prizes Total Gaming$2,227CashPrizesTotalGamingAmt
Non Cash Prizes Total Gaming$41,791NonCashPrizesTotalGamingAmt
Direct Expense Summary Gaming$44,018DirectExpenseSummaryGamingAmt
Net Gaming Income Summary$2,227NetGamingIncomeSummaryAmt
FieldValueIRS element (for citing)
States Where Gaming ConductedILStatesWhereGamingConductedCd
States Where Gaming ConductedIAStatesWhereGamingConductedCd
States Where Gaming ConductedNEStatesWhereGamingConductedCd
States Where Gaming ConductedNYStatesWhereGamingConductedCd
States Where Gaming ConductedOHStatesWhereGamingConductedCd
LicensedYes (true)LicensedInd
License Suspended EtcfalseLicenseSuspendedEtcInd
Gaming With NonmembersYes (true)GamingWithNonmembersInd
Member Of Other EntityfalseMemberOfOtherEntityInd
Individual With BooksMichelle HeltonIndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line1225 N Michigan Ave 17th FlrAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606017633ZIPCd
FieldValueIRS element (for citing)
Cntrct With3rd Prty For Game RevfalseCntrctWith3rdPrtyForGameRevInd
Gaming Manager PersonLynne CareyGamingManagerPersonNm
Gaming Manager Compensation$600GamingManagerCompensationAmt
Gaming Manager Services ProvOverall supervision and managementGamingManagerServicesProvTxt
Gaming Manager Is EmployeeYes (X)GamingManagerIsEmployeeInd
Charitable Distribution RqrfalseCharitableDistributionRqrInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule G, Part 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 Creative Direct Response, Inc. (CDR) 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. Schedule G, 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 Creative Direct Response, Inc. (CDR) and the Alzheimer's Association is not a Percentage-Based Agreement. CDR is paid a fixed fee per month. The Alzheimer's Association exercises control and approval. Schedule G, Part III, Line 16 GAMING MANAGER INFORMATION Alzheimer'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.ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (98 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Washington University in St Louis
One Brookings DriveSt LouisMO63130430653611501(c)(3)$174,990Program Services
Brigham and Women's Hospital Inc
75 Francis StreetBostonMA02115104231290501(c)(3)$140,000Program Services
University of Pennsylvania
3451 Walnut StreetPhiladelphiaPA19104231352685501(c)(3)$175,000Program Services
UT Southwestern Medical Center
5323 Harry Hines BlvdDallasTX95390175600286501(c)(3)$175,000Program Services
Massachusetts General Hospital
101 Huntington AvenueBostonMA02199042697983501(c)(3)$174,991Program Services
University of Miami
1320 S Dixie HighwayCoral GablesFL331462403590624458501(c)(3)$175,000Program Services
The Jackson Laboratory
600 Main StreetBar HarbourME04609010211513501(c)(3)$174,720Program Services
Boston University
85 East Newton Street M-921BostonMA02118042103547501(c)(3)$174,971Program Services
Duke University
Suite 820 Erwin Square 2200 W MaDurhamNC27705560532129501(c)(3)$175,000Program Services
Massachusetts General Hospital
55 Fruit StreetBostonMA02199042697983501(c)(3)$174,999Program Services
The J David Gladstone Institutes
1650 Owens StreetSan FranciscoCA94158237203666501(c)(3)$175,000Program Services
University of Texas Medical Center
301 University BoulevardGalvestonTX77555746000949501(c)(3)$140,000Program Services
Mayo Clinic Jacksonville
4500 San Pablo RoadJacksonvilleFL32224159337028501(c)(3)$174,811Program Services
Beth Israel Deaconess Medical Center
330 Brookline AvenueBostonMA02215042103881501(c)(3)$175,000Program Services
University of Wisconsin-Madison
21 North Park Street Suite 6401MadisonWI53715396006492501(c)(3)$174,870Program Services
Mayo Clinic Jacksonville
4500 San Pablo RoadJacksonvilleFL32224159337028501(c)(3)$140,000Program Services
Icahn School of Medicine at Mount Sinai
One Gustave L Levy Place Box 1075New YorkNY10029136171197501(c)(3)$169,927Program Services
The Jackson Laboratory
600 Main StreetBar HarborME046091523010211513501(c)(3)$174,973Program Services
The Trustees of the Univ of Pennsylvania
3451 Walnut StreetPhiladelphiaPA19104231352685501(c)(3)$175,000Program Services
Beth Israel Deaconess Medical Center
330 Brookline AvenueBostonMA02215042103881501(c)(3)$175,000Program Services
The Regents of the Univ of CA San Fran
3333 California Suite 315San FranciscoCA94118946036493501(c)(3)$175,000Program Services
Stanford University
3172 Porter DrivePalo AltoCA94304941156365501(c)(3)$175,000Program Services
Yale University
PO Box 208327New HavenCT065208327060646973501(c)(3)$175,000Program Services
The Trustees of Columbia University
630 West 168th StreetNew YorkNY100323702135598093501(c)(3)$164,039Program Services
Menorah Home and Hospital
1516 Oriental BoulevardBrooklynNY11235111672777501(c)(3)$175,000Program Services
Wake Forest University Health Sciences
Medical Center BlvdWinstonSalemNC27157223849199501(c)(3)$169,999Program Services
University of Massachusetts Medical School
55 Lake Avenue NorthWorcesterMA01655043167352501(c)(3)$175,000Program Services
Mayo Clinic Jacksonville
4500 San Pablo RoadJacksonvilleFL32224159337028501(c)(3)$140,000Program Services
Massachusetts General Hospital
55 Fruit StreetBostonMA02114042697983501(c)(3)$150,000Program Services
Colorado Seminary University of Denver
2199 S University Blvd MRB 222DenverCO80208840404231501(c)(3)$149,997Program Services
The Rector of the University of Virginia
Office of Sponsored Prgrms PO BoCharlottesvilleVA229044195546001796501(c)(3)$149,820Program Services
The Regents of the Univ of CA San Diego
9500 Gilman Drive Dept 0934La JollaCA920930934956006144501(c)(3)$150,000Program Services
University of South Florida
3702 Spectrum Blvd Suite 165TampaFL33612593102112501(c)(3)$150,000Program Services
Icahn School of Medicine at Mount Sinai
Box 1075New YorkNY10029136171197501(c)(3)$149,999Program Services
The Regents of the Univ of CA San Fran
3333 California Street Suite 315San FranciscoCA94118946036493501(c)(3)$150,000Program Services
University of North Carolina at Chapel Hill
104 Airport Drive SouthChapel HillNC275991350566001393501(c)(3)$150,000Program Services
University of Pittsburgh
123 University PlacePittsburghPA15213250965591501(c)(3)$150,000Program Services
Icahn School of Medicine at Mount Sinai
1 Gustave L LevyNew YorkNY10029136171197501(c)(3)$150,000Program Services
University of Utah
Room 215Salt Lake CityUT84112876000525501(c)(3)$150,000Program Services
Boston Medical Center Corporation
660 Harrison Avenue Gambro 2BostonMA02118043314093501(c)(3)$149,103Program Services
Washington University in St Louis
One Brookings DriveSt LouisMO63130430653611501(c)(3)$150,000Program Services
Illinois Institute of Technology
10 W 35th Street Suite 7D7-1ChicagoIL606163717362170136501(c)(3)$149,997Program Services
Cleveland Clinic Foundation
9500 Euclid AvenueClevelandOH44195340714585501(c)(3)$150,000Program Services
Georgia State University Research Found
58 Edgewood Ave NE 3rd FloorAtlantaGA303023999581845423501(c)(3)$150,000Program Services
University of Texas Health Science Center
7000 Fannin UCT 1006HoustonTX770305401741761309501(c)(3)$149,997Program Services
Georgia Institute of Technology
North Avenue Atlanta GA 30332AtlantaGA30332580603146501(c)(3)$150,000Program Services
Massachusetts General Hospital
101 Huntington AvenueBostonMA02199042697983501(c)(3)$146,415Program Services
University of Texas Health Science Center
7000 Fannin UCT 1006HoustonTX77030741761309501(c)(3)$119,998Program Services
The Regents of the Univ of CA Davis
1850 Research Park Drive Suite 300DavisCA95618946036494501(c)(3)$149,975Program Services
Indiana University (Indianapolis)
980 Indiana AvenueIndianapolisIN46202356001673501(c)(3)$150,000Program Services
Cleveland State University
2121 Euclid Avenue PH220ClevelandOH441152214340966056501(c)(3)$149,914Program Services
University of North Carolina at Chapel Hill
104 Airport Drive SouthChapel HillNC275991350566001393501(c)(3)$150,000Program Services
Massachusetts General Hospital
101 Huntington AvenueBostonMA02199042697983501(c)(3)$150,000Program Services
The Rockefeller University
1230 York Avenue Box 82New YorkNY10065131624158501(c)(3)$450,000Program Services
Brigham and Women's Hospital Inc
75 Francis StreetBostonMA02115104231290501(c)(3)$449,999Program Services
Mayo Clinic
200 First St SWRochesterMN559050001416011702501(c)(3)$450,000Program Services
Neurokine Therapeutics LLC
2700 Broadway Suite 5H New YorkNew YorkNY10025814494107N/A$436,745Program Services
University of California San Francisco
Contracts and Grants 3333 CaliforniSan FranciscoCA941430962237203666501(c)(3)$25,000Program Services
GLOBAL BRAIN HEALTH INSTITUTE
675 Nelson Rising LaneSan FranciscoCA94158946036493501(c)(3)$25,000Program Services
University of California San Francisco
3333 California Street Suite 315 USan FranciscoCA941430962237203666501(c)(3)$24,999Program Services
The J David Gladstone Institutes
1650 Owens StreetSan FranciscoCA94158123720366501(c)(3)$150,000Program Services
Amylyx Pharmaceuticals Inc
210 Broadway 201CambridgeMA02139464600503N/A$928,234Program Services
Vanderbilt University
2301 Vanderbilt Place Nashville TNNashvilleTN372407749620476822501(c)(3)$100,000Program Services
Regents of the Univ of MN Twin Cities
450 McNamara Alumni Center 200 OakMinneapolisMN55455416007513501(c)(3)$374,866Program Services
UT Southwestern Medical Center
5323 Harry Hines BlvdDallasTX753909020175600286501(c)(3)$375,000Program Services
Johns Hopkins University-School of Medicine
733 N Broadway Suite 117BaltimoreMD21205520595110501(c)(3)$274,805Program Services
University of California San Francisco
3333 California Street Suite 315San FranciscoCA94118946036493501(c)(3)$58,224Program Services
Aquinnah Pharmaceuticals Inc
Lab Central 610 Main StreetCambridgeMA02139465070024N/A$375,000Program Services
M3 Biotechnology Inc
4000 Mason Rd Suite 300SeattleWA98195453368487N/A$1,000,000Program Services
Yale University
PO Box 208327New HavenCT065208327060646973501(c)(3)$999,895Program Services
Arizona Board of Regents Univ of Arizona
PO Box 210158 Room 510TucsonAZ857210158742652689501(c)(3)$1,000,000Program Services
INmuneBio Inc
1224 Prospect Street Suite 150La JollaCA92037475205835N/A$1,000,000Program Services
Vanderbilt University
2301 Vanderbilt PlaceNashvilleTN372407749620476822501(c)(3)$998,151Program Services
The University of Kansas Ctr for Research
2385 Irving Hill RoadLawrenceKS66045480680117501(c)(3)$148,500Program Services
Washington University in St Louis
One Brookstone DriveSt LouisMO63130430653611501(c)(3)$106,453Program Services
Washington University in St Louis
One Brookstone DriveSt LouisMO63130430653611501(c)(3)$814,598Program Services
Rush University
1700 West Van Buren StChicagoIL60612362174823501(c)(3)$54,409Program Services
Rush University
1700 West Van Buren StChicagoIL60612362174823501(c)(3)$45,591Program Services
Massachusetts General Hospital
101 Huntington AvenueBostonMA02199042697983501(c)(3)$600,000Program Services
University of Southern California
837 W Downey WayLos AngelesCA90089951642394501(c)(3)$300,000Program Services
Oregon Health and Sciences
3181 SW Sam Jackson Park RdPortlandOR97239931176109501(c)(3)$149,422Program Services
American College of Radiology
1891 Preston White DriveRestonVA20191362216602501(c)(3)$200,000Program Services
Rush University
1700 West Van Buren StChicagoIL60612362174823501(c)(3)$39,824Program Services
Rush University
1700 West Van Buren StChicagoIL60612362174823501(c)(3)$483,200Program Services
University of Southern California
837 W Downey WayLos AngelesCA90089951642394501(c)(3)$457,000Program Services
Washington University in St Louis
One Brookstone DriveSt LouisMO63130430653611501(c)(3)$10,000Program Services
University of Southern California
837 W Downey WayLos AngelesCA90089951642394501(c)(3)$27,399Program Services
Found for the National Institute of Health
9650 Rockfille PikeBethesdaMD20814521986675501(c)(3)$200,000Program Services
American Brain Foundation
201 Chicago AvenueMinneapolisMN55415411717098501(c)(3)$106,666Program Services
University of Southern California
837 W Downey WayLos AngelesCA90089951642394501(c)(3)$503,592Program Services
Washington University in St Louis
One Brookstone DriveSt LouisMO63130430653611501(c)(3)$867,598Program Services
Washington University in St Louis
One Brookstone DriveSt LouisMO63130430653611501(c)(3)$670,458Program Services
Banner Alzheimer's Foundation
2901 N Central Avenue Ste 160PhoenixAZ85012204862361501(c)(3)$750,000Program Services
Florida Department of Health
4052 Bald Cypress Way Bin A13TallahasseeFL32999593502843501(c)(3)$35,000Program Services
State of KS Dept of Health and Environment
1000 SW Jackson StTopekaKS66612486029925501(c)(3)$35,000Program Services
Minnesota Department of Health
PO Box 64882St PaulMN55164416007162501(c)(3)$35,000Program Services
Missouri Dept of Health and Senior Services
920 Wildwood DriveJefferson CityMO65102446000987501(c)(3)$35,000Program Support
Alzheimers Impact Movement
225 North Michigan AveChicagoIL60601271961435501(c)(4)$6,475,586Public Policy
FieldValueIRS element (for citing)
Total501c3 Org92Total501c3OrgCnt
Total Other Org6TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2FormAndLineReferenceDesc
ExplanationPROCEDURE 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 Council along with the 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 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 and areas of RFA focus. Third, there is a detailed process once a grant is awarded to monitor program and scientific and financial integrity. 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 award. Several programs are leveraged funding opportunities with partner organizations. These research projects and financial expenditure reports are shared between the partner organization(s). Sixty days prior to the anniversary of the award, an Alzheimer's Association Post-Award Specialist notifies all researchers and all designated institutional financial officials with fiscal responsibility for the award of the required reports, which include an interim scientific report, and interim financial report and documentation of any publications as a result of Association funding. 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, 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.altum.com/login.asp. The financial report must be signed by the institutional official with fiscal responsibility, 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 Post-Award Specialist for accuracy and consistency with the agreed upon budget. In addition, the Association requires protocol continuation approval (i.e., INSTITUTIONAL ANIMAL CARE AND USE COMMITTEE (IACUC), INSTITUTIONAL REVIEW BOARD (IRB), RECOMBINANT DNA PROTOCAL (RDNA)) annually, if applicable for the research project. Any subsequent payments to grant awardees are generated after the receipt 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 Proposal Central 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 Proposal Central 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 agree 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, the Association requests, monitors, and follows-up to ensure submission compliance on all awarded contracts and that financial reporting requirements are met. Awardees' financial reports are audited 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. This Researcher becomes ineligible to apply for funding from 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 AND PARTNERSHIP PROGRAMS SUCH AS BIOMARKERS ACROSS NEURODEGENERATIVE DISEASES (BAND) and Tau Pipeline Enabling Program (T-PEP). Unless otherwise stated in program, all institutions are required to submit verification of their non-profit status dated within the last five years (e.g., IRS tax determination letter). If the irs determination letter is dated prior to this five year period, the institution is required to provide documentation from an authorized SIGNING OFFICIAL IN THEIR GRANTS AND CONTRACTS OFFICE OR OFFICE OF SPONSORED RESEARCH to confirm there has not been a status change for the organization. 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 required 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 w9 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 pre-award specialist. Following review by a pre-award specialist, applications are then moved forward to peer-review. If awarded, the alzheimer's association post-award 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 awardee is compliant with the U.S. Patriot Act and does not appear on the Specially Designated Nationals (SDN) lists. A FORM IS COMPLETED FOR EACH APPROVED ALZHEIMER'S ASSOCIATION AWARDEE THAT VERIFIES COMPLIANCE WITH THE U.S. Patriot Act AND UPLOADED TO THEIR ONLINE FILE AT PROPOSAL CENTRAL PRIOR TO PAYMENT BEING SENT TO THE AWARDEE. IN THE EVENT THAT A POSITIVE MATCH TO ONE OF THE SDN LISTS IS FOUND BY THE ASSOCIATION, IT WOULD 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 verification is performed. The Alzheimer's Association monitors the scientific advances of the Association's grant awardees by maintaining records of publications, presentations, and intellectual property that result from funded studies. The 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 2018 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)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 PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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
President & CEO$742,984$9,318$180,000$0$1,004,801$0$29,700$0$23,202$0$1,980,687$9,318$817,500$0
RICHARD HOVLAND
COO/CFO$403,673$1,123$114,855$0$152,875$0$29,700$0$25,070$0$726,173$1,123$150,000$0
Maria Carrillo
Chief Science Officer$360,660$0$99,750$0$476$0$54,700$0$4,180$0$519,766$0$0$0
Robert Egge
Chief Public Policy Officer$330,786$19,558$99,750$0$476$0$54,700$0$31,540$0$517,252$19,558$0$0
Donna McCullough
Chief Development Officer$319,058$656$89,775$0$1,365$0$54,700$0$12,929$0$477,827$656$0$0
Scott Gardner
Chief Change Mgmt Officer$283,215$0$81,863$0$1,952$0$29,700$0$12,392$0$409,122$0$0$0
Christine Foh
Asst Secy & VP Legal & GC$209,885$1,752$31,044$0$1,705$0$27,231$0$10,751$0$280,616$1,752$0$0
William Fisher
West Area Leader$299,326$0$30,000$0$4,030$0$29,700$0$23,397$0$386,453$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1ATravel 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.
SCHEDULE J, PART I, LINE 4BSupplemental Non-Qualified Retirement Plan Harry Johns participates in a 457(f) supplemental non-qualified deferred compensation or retirement plan. The accrual amount under the plan in calendar years 2013 - 2017 was $600,000. The accrual is part of a multi-year benefit which became vested in 2017. There were no additional amounts accrued or reported for Harry Johns, or Richard Hovland related to a 457(b) plan in calendar year 2017. Schedule J, Part II, Column (b) (ii) Supplemental Compensation Information Harry Johns received performance based incentive compensation of $180,000 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 2017 and was paid in calendar year 2017. Schedule J, Part II, Column (b) (iii) Supplemental Compensation Information: Other Reportable Compensation Harry Johns' other reportable compensation is comprised of the following: -Employer accrual of retirement benefit to a supplemental retirement account under the previously discussed 457(f) - $600,000 and payment of $801,310. -Retention incentive accrual of $200,000 which was paid in calendar year 2017 was tied to multi-year vesting through June 30, 2017, payable November 1, 2017. Richard Hovland's other reportable compensation includes a retention incentive accrual of $150,000 which was paid in calendar year 2017 and was tied to specific multi-year vesting requirements through June 30, 2017, payable in July 2017. 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. Robert Egge, Maria Carrillo, Donna McCullough, Scott Gardner, William Fisher and Christine Foh also receive the life insurance benefit. Harry Johns, Richard Hovland, and Christine Foh have additional imputed income for voluntary elections under the group disability plan. Schedule J, Part II, Column (c) Supplemental Compensation Information Harry Johns - retirement and other deferred compensation include employer contributions to a qualified broad-based 401(k) retirement plan - $29,700. Richard Hovland - Retirement and other deferred compensation include employer contributions to a qualified 401(k) retirement plan - $29,700. Robert Egge, Maria Carrillo, and Donna McCullough - Retirement and other deferred compensation include employer contributions to a qualified 401(k) plan and a retention incentive accrual which was not paid as of December 31, 2017, but which is tied to specific multi-year vesting requirements through June 30, 2018 for Robert Egge and Maria Carrillo; 2019 for Donna McCullough. Scott Gardner, William Fisher, and Christine Foh - Retirement and other deferred compensation include employer contributions to a qualified 401(k) plan. Schedule J, Part II, Column (d) Supplemental Compensation Information Harry Johns - Non-taxable benefits of $23,202 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 2017 through the benefit offerings available to all other benefits-eligible employees at our organization. The amounts represented for Richard Hovland, Robert Egge, Maria Carrillo, Donna McCullough, Scott Gardner, William Fisher and Christine Foh represent company contributions to the medical, dental, basic life insurance, short and long term disability, and long term care insurances based on individual elections.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonTANDEM SOLUTIONSPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionFORMER BOARD MEMBERRelationshipDescriptionTxt
Transaction$74,811TransactionAmt
TransactionINDEPENDENT CONTRACTORTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE L, PART IVFormAndLineReferenceDesc
ExplanationDESCRIPTION OF BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS Alzheimer's Association had a business transaction with Tandem Solutions, which Joseph McCafferty, a former board member of Alzheimer's Association has a business relationship. Joseph McCafferty resigned from the Alzheimer's Association board on July 7, 2016. Following his resignation, Mr. McCafferty's company, Tandem Solutions, was engaged as an independent contractor by the Association. The business transaction between the Association and Tandem Solutions was an arm's length transaction.ExplanationTxt

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution396ContributionCnt
Noncash Contributions Rpt F990$10,042,426NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)NON GALA-RELATED NONCASH ITEMS268$793,004FAIR MARKET VALUE
Yes (X)GALA-RELATED NONCASH ITEMS297$580,380FAIR MARKET VALUE
Yes (X)MISC NONCASH ITEMS157$179,660FAIR MARKET VALUE
Yes (X)FUNDRAISING NONCASH ITEMS216$145,262FAIR MARKET VALUE
Yes (X)RAFFLE NONCASH ITEMS201$41,791FAIR MARKET VALUE
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE M, PART I, LINE 25 AND LINE 32BFormAndLineReferenceDesc
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. Schedule M, 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 1Organization's Mission, continued THE MISSION OF THE ALZHEIMER'S ASSOCIATION IS TO ELIMINATE ALZHEIMER'S DISEASE THROUGH THE ADVANCEMENT OF RESEARCH; TO PROVIDE AND ENHANCE CARE AND SUPPORT FOR ALL AFFECTED; AND TO REDUCE THE RISK OF DEMENTIA THROUGH THE PROMOTION OF BRAIN HEALTH. THE VISION OF THE ALZHEIMER'S ASSOCIATION IS A WORLD WITHOUT ALZHEIMER'S. THE ALZHEIMER'S ASSOCIATION IS A VALUED RESOURCE FOR CAREGIVERS AND THOSE LIVING WITH THE DISEASE, OFFERING INFORMATION, EDUCATION AND SUPPORT. Approximately 290 offices across the U.S. are doing business as the Alzheimer's Association and various names as a collection of 78 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 170 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, THE ASSOCIATION HAS COMMITTED MORE THAN $435 MILLION TO MORE THAN 2,900 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 THE 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. THE ASSOCIATION IS QUALIFIED TO USE THE "BBB TORCH LOGOA NATIONAL CHARITY SEAL ("SEAL"). * INDICATED NAME THAT IS A TRADEMARK OF THE ALZHEIMER'S ASSOCIATION.
FORM 990, PART III, LINE 4DOTHER PROGRAM SERVICES ADVOCACY - 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. 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, THE ASSOCIATION'S 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, ENROLL IN SUPPORT PROGRAMS AND PURCHASE PRODUCTS TO REDUCE THE RISKS ASSOCIATED WITH WANDERING. IN ORDER TO MEET THE NEEDS OF CONSTITUENTS WHO RELY ON THE WEB FOR INFORMATION AND SUPPORT, THE 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 THE ASSOCIATION'S 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 170 DIFFERENT LANGUAGES THROUGH THE USE OF A PROFESSIONAL LANGUAGE LINE. ANNUALLY, THE HELPLINE RECEIVES MORE THAN 302,000 CALLS. THE ASSOCIATION'S WEBSITE (WWW.ALZ.ORG*) RECEIVES more than 45 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 THE ASSOCIATION'S EARLY STAGE INITIATIVE, INDIVIDUALS IN THE EARLY STAGES OF THE DISEASE CAN PARTICIPATE IN EDUCATION PROGRAMS, SUPPORT GROUPS AND SOCIAL ENGAGEMENT PROGRAMS. ADDITIONALLY, THE 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 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. * INDICATED NAMES THAT ARE TRADEMARKS OF THE ALZHEIMER'S ASSOCIATION.
FORM 990, PART VI, 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 THE ASSOCIATION'S BYLAWS DISCUSS COMMITTEES OF THE BOARD OF DIRECTORS. COMMITTEES OF DIRECTORS: THE BOARD OF DIRECTORS SHALL HAVE THE FOLLOWING STANDING COMMITTEES: EXECUTIVE, FINANCE, GOVERNANCE AND NOMINATING, COMPENSATION AND AUDIT. EXECUTIVE COMMITTEE: THE EXECUTIVE COMMITTEE SHALL SUPERVISE THE AFFAIRS OF THE ASSOCIATION, APPROVE EXPENDITURES AND COMMITMENTS ACCORDING TO POLICIES PRESCRIBED BY THE BOARD OF DIRECTORS, ACT FOR AND CARRY OUT THE ESTABLISHED POLICIES OF THE ASSOCIATION AS DEFINED BY THE BOARD OF DIRECTORS, INCLUDING THE POLICIES AND PROCEDURES, REPORT TO THE BOARD OF DIRECTORS AT EACH MEETING OF THE BOARD OF DIRECTORS AND HAVE SUCH OTHER ADDITIONAL POWERS AS MAY BE BY LAW OR RESOLUTION OF THE BOARD OF DIRECTORS PROVIDED. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL AUTHORITY (INCLUDING THE ELECTION OF OFFICERS OTHER THAN THE CHAIR, CHAIR ELECT, ONE OR MORE VICE CHAIRS, SECRETARY, TREASURER OR PRESIDENT AND CHIEF EXECUTIVE OFFICER, IT BEING UNDERSTOOD THAT THE EXECUTIVE COMMITTEE MAY ELECT AN INTERIM PRESIDENT AND CHIEF EXECUTIVE OFFICER TO SERVE UNTIL THE NEXT MEETING OF THE BOARD OF DIRECTORS) IN THE MANAGEMENT OF THE ASSOCIATION, SUBJECT TO THE LIMITATIONS CONTAINED IN THE DELAWARE CORPORATION LAW. THE COMMITTEE'S RESPONSIBILITIES SHALL INCLUDE, BUT NOT BE LIMITED TO, INITIATING LONG-RANGE PLANNING, ENVIRONMENTAL SCANNING AND PERFORMANCE EVALUATION; INITIATING THE BOARD'S ANNUAL STRATEGIC PRIORITIES FOR APPROVAL BY THE BOARD; ASSISTING THE CHAIR IN DEVELOPING CHARGES TO THE COMMITTEES; IDENTIFYING PROGRAMMATIC AND FINANCIAL INDICATORS OF ASSOCIATION PERFORMANCE; CONDUCTING THE REVIEW, PERFORMANCE EVALUATION AND SUCCESSION PLANNING FOR THE PRESIDENT AND CEO; MAKING BYLAW RECOMMENDATIONS TO THE BOARD; REVIEWING THE ACTIVITIES OF THE MEDICAL AND SCIENTIFIC ADVISORY COUNCIL. AT EACH OF ITS ANNUAL MEETINGS, THE BOARD OF DIRECTORS BY DULY ADOPTED RESOLUTION SHALL ELECT AN EXECUTIVE COMMITTEE CONSISTING OF NOT LESS THAN SEVEN OR MORE THAN FIFTEEN DIRECTORS. THE CHAIR, CHAIR ELECT, VICE CHAIRS, SECRETARY, TREASURER, CHAIRS OF THE STANDING COMMITTEES AND CHAIR OF A MISSION OUTCOMES COMMITTEE, AS WELL AS THE CHAIR OF THE MEDICAL AND SCIENTIFIC ADVISORY COUNCIL 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, ELECTRONIC MAIL OR FACSIMILE AT LEAST SEVEN DAYS (OR AT LEAST 48 HOURS IN THE CASE OF TELEPHONIC MEETINGS) 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 THE ASSOCIATION AND ALSO SHALL PREPARE A PROJECTED BUDGET FOR EACH FISCAL YEAR TO BE PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL. 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 NOT LESS THAN NINE 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 THE 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 DIRECTOR EMERITUS, HONORARY DIRECTOR AND ANY ADVISORY OR HONORARY COUNCILS OR COMMITTEES AND APPROVE AND PRESENT TO THE BOARD FOR APPROVAL THE CANDIDATES FOR MEDICAL AND SCIENTIFIC ADVISORY COUNCIL MEMBERSHIP. THE GOVERNANCE AND NOMINATING COMMITTEE ALSO SHALL PROVIDE INPUT TO THE CHAIR ON THE SELECTION OF VICE CHAIRS AND COMMITTEE CHAIRS. COMPENSATION COMMITTEE: A COMPENSATION COMMITTEE WHICH SHALL RECOMMEND SALARY AND BENEFITS FOR THE PRESIDENT AND CEO AND SENIOR OFFICERS OF THE ASSOCIATION; HELP ENSURE SUCCESSION PLANS ARE IN PLACE FOR KEY POSITIONS IN THE ASSOCIATION AND PROVIDE OVERSIGHT ON THE RETIREMENT PROGRAMS OFFERED BY THE ASSOCIATION TO ITS EMPLOYEES. 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 THE ASSOCIATION. THE 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 COMMITTEE SHALL PREVIEW THE AUDIT REPORT FOR SUBMISSION TO THE BOARD OF DIRECTORS EACH YEAR. THE COMMITTEE SHALL REVIEW THE FINANCIAL REPORTS OF THE ASSOCIATION, ITS SYSTEM OF INTERNAL CONTROLS, AND THE AUDIT PROCESS, INCLUDING THE REVIEW OF THE ACTIVITIES OF THE MEDICAL AND SCIENTIFIC ADVISORY COUNCIL. 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. 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. OTHER COMMITTEES SHALL INCLUDE, BUT NOT BE LIMITED TO, THE FOLLOWING BUSINESS COMMITTEES: A. A CHAPTER RELATIONS COMMITTEE WHICH SHALL RECOMMEND AND MONITOR CONSISTENT, PREDICTABLE AND ACCOUNTABLE BOARD POLICY IN CHAPTER RELATIONS. B. A DEVELOPMENT COMMITTEE WHICH SHALL ADVISE THE BOARD ON PHILANTHROPIC GIVING TO THE ASSOCIATION AND RECOMMEND FUNDRAISING POLICIES. C. A PROGRAM COMMITTEE WHICH SHALL RECOMMEND FOR BOARD CONSIDERATION AND APPROVAL POLICY ISSUES RELATED TO MARKET AND NEEDS ASSESSMENT, PROGRAMS AND SERVICES, QUALITY AND STANDARDS AND RELATED MATTERS. D. A PUBLIC POLICY COMMITTEE WHICH SHALL PROVIDE GUIDANCE TO THE BOARD ON FEDERAL, STATE AND LOCAL PUBLIC POLICY ISSUES AND STRATEGIES INCLUDING RESEARCH FUNDING, HEALTH CARE, LONG TERM CARE, AND PUBLICLY FUNDED CARE AND SUPPORT PROGRAMS. E. A DIVERSITY & INCLUSION COMMITTEE WHICH SHALL HELP ENSURE THAT THE ASSOCIATION SERVES AND REFLECTS DIVERSE COMMUNITIES, SHALL WORK WITH THE BOARD OF DIRECTORS AND OTHER COMMITTEES TO FOSTER DIVERSITY AND INCLUSION WITH RESPECT TO THE ASSOCIATION STRATEGIC PLAN AND SHALL REPORT ON PROGRESS THE ASSOCIATION AND BOARD ARE MAKING ON ACHIEVING THE ASSOCIATION'S DIVERSITY AND INCLUSION STRATEGIC GOALS. FORM 990, PART VI, SECTION B, LINE 11B Form 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, LINE 12CConflict of Interest Policy Monitoring & Enforcement THE ALZHEIMER'S ASSOCIATION CONFLICT OF INTEREST POLICY IS DESCRIBED IN ARTICLE XIII, 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 PARTY WHOSE INTERESTS ARE OR MAY APPEAR TO BE IN CONFLICT WITH THE ASSOCIATION. ALL INTERESTED PARTIES ARE REQUIRED TO FILE WITH THE ASSOCIATION A DISCLOSURE STATEMENT PRIOR TO SUCH INDIVIDUAL COMMENCING HIS OR HER SERVICE WITH THE ASSOCIATION AND THEREAFTER SHALL FILE WITH THE ASSOCIATION AN UPDATED DISCLOSURE STATEMENT AS MAY BE REQUIRED FROM TIME TO TIME BY THE BOARD OF DIRECTORS OR ITS COMMITTEE DESIGNEE AND IN NO EVENT LESS OFTEN THAN ANNUALLY. AS CITED FROM ARTICLE XIII, SECTION 2 OF THE BYLAWS, 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 THE 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 THE 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 THE ASSOCIATION AS AN INTERESTED PERSON PRIOR TO REQUESTING ANY SUCH INDIVIDUAL TO EXECUTE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. AT THE START OF EACH MEETING OF THE BOARD OF DIRECTORS AS WELL AS EACH MEETING OF THE EXECUTIVE COMMITTEE, THE AGENDA IS REVIEWED AND ALL DIRECTORS IN ATTENDANCE ARE REMINDED OF THE CONFLICT OF INTEREST POLICY AND ADVISED TO DISCLOSE ANY POTENTIAL CONFLICTS SHOULD THEY EXIST OR ARISE.
FORM 990, PART VI, LINE 15A & 15BProcess for Determining Compensation COMPENSATION IS ESTABLISHED FOR THE CEO BY THE COMPENSATION COMMITTEE AND THE EXECUTIVE COMMITTEE AFTER A THOROUGH SALARY/MARKET REVIEW CONDUCTED BY OUTSIDE COMPENSATION CONSULTANTS. FOR THE CEO POSITION, THE GATHERING OF RELEVANT COMPARABILITY DATA FROM INDEPENDENT SOURCES OCCURRED IN 2017. 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). FOR FISCAL YEAR 2018, 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, 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, LINE 19 HOW 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 9OTHER CHANGE IN NET ASSETS OR FUND BALANCE CHANGE IN PERPETUAL TRUST $1,027,840 CHANGE IN SPLIT INTEREST $(658,603) MISCELLANEOUS $(17,702) ------------ TOTAL $(351,535)
General NoteEffective July 1, 2016, one chapter dissolved and 46 chapters merged with the Association to create a united Alzheimer's Association. Total assets acquired from the 47 chapters were approximately $152,004,000 and net assets acquired were approximately $130,859,000. The Association oversees the operations and activities for 78 chapters to facilitate strategic alignment, deliver on the overarching Association-wide strategic objectives and priority activities, and to ensure coverage for all geographic territories.

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/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
Alzheimer's Impact Movement (AIM)
225 N Michigan Ave Fl 17ChicagoIL60601271961435SOC WelfareIL501(C)(4)Alz AssocYes (true)
Alzheimer's Association International
999999999PUBLIC CHAR501(C)(3)Alz Assocfalse181 Bay St Brookfield Pl 2100TorontoOntarioCAM5J2T3CA
Coalition of NY State Alz Chapters Inc
4 Pine West Plaza 405AlbanyNY12205134076596Public CharNY501(c)(3)Alz Assocfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Alzheimer's Impact Movement
B$6,475,586FMV
Alzheimer's Impact Movement
n$327,321FMV
Alzheimer's Impact Movement
o$3,098,117fmv

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R, Part V, Line 2FormAndLineReferenceDesc
ExplanationAMOUNT INVOLVED IN RELATIONSHIP The Alzheimer's Association granted funds to Alzheimer's Impact Movement (AIM) for public policy division activities in fiscal year 2018 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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