2018-08-27T10:00:43-05:00 2017-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2017-01-01 450672514 USAGAINSTALZHEIMER'S USAG 2023602043 1101 K STREET NW NO 400 WASHINGTON DC 20005 GEORGE VRADENBURG CHAIRMAN & CO-FOUNDER 2023602043 2018-08-27 1 3019519090 2017 2022-09-23 18:48:47Z JASON RESENDEZ 1101 K STREET NW NO 400 WASHINGTON DC 20005 9758586 0 X WWW.USAGAINSTALZHEIMERS.ORG X 2011 DC SEE PART III, LINE 1. 10 10 7 10 0 0 5654618 9733989 66000 0 -215 92 0 0 5720403 9734081 1938283 411250 0 0 657611 845256 0 0 611993 4005413 5478241 6601307 6734747 -880904 2999334 2794472 5891619 407613 505426 2386859 5386193 X USAGAINSTALZHEIMER'S IS AN INNOVATIVE, PATIENT-CENTERED NON-PROFIT DEMANDING - AND DELIVERING - A SOLUTION TO ALZHEIMER'S. DRIVEN BY THE SUFFERING OF MILLIONS OF FAMILIES, WE PRESS FOR GREATER URGENCY FROM GOVERNMENT, INDUSTRY AND THE SCIENTIFIC (CONTINUED ON SCHEDULE O) 0 0 5771911 411250 USAGAINSTALZHEIMER'S HAS WORKED ACROSS SECTORS TO ACHIEVE IMPORTANT MILESTONES, INCLUDING: - SECURING THE U.S. GOAL OF PREVENTING AND EFFECTIVELY TREATING ALZHEIMER'S BY 2025 THROUGH THE NATIONAL ALZHEIMER'S PLAN, AND DRIVING GLOBAL EFFORTS THAT LED THE WORLD'S MOST POWERFUL NATIONS, THE G7, TO EMBRACE A SIMILAR 2025 GOAL. - HELPING TO DRIVE U.S. INVESTMENT IN DEMENTIA RESEARCH AT NIH AND PROMPTING THE U.K., CANADA AND JAPAN TO COMMIT TO GREATER RESEARCH INVESTMENT. SINCE OUR FOUNDING IN 2010, WE PLAYED A KEY ROLE IN SECURING MORE THAN A THREEFOLD INCREASE IN U.S. ALZHEIMER'S RESEARCH FUNDING, FROM $400 MILLION TO $1.4 BILLION (FY 2017). OUR DIRECT INVESTMENT OF $22 MILLION SINCE 2010 HELPED GENERATE A $1 BILLION ANNUAL INCREASE IN U.S. ALZHEIMER'S RESEARCH FUNDING TO NIH AND THE DEPT. OF DEFENSE (FY 2011-17). - DRIVING U.S. AND GLOBAL ACTION AGAINST DEMENTIA WITH THE APPOINTMENT OF OUR CHAIRMAN, GEORGE VRADENBURG, TO THE U.S. ADVISORY COUNCIL ON ALZHEIMER'S AND TO THE WORLD DEMENTIA COUNCIL, AND HELPING TO LAUNCH DEMENTIA FRIENDLY AMERICA AND THE GLOBAL ALLIANCE ON WOMEN'S BRAIN HEALTH. - AMPLIFYING THE PATIENT/CAREGIVER VOICE IN RESEARCH - INCLUDING THE FIRST-EVER ALZHEIMER'S/DEMENTIA PATIENT - AND CAREGIVER-POWERED RESEARCH NETWORK, LAUNCHED WITH MAYO CLINIC, UCSF'S BRAIN HEALTH REGISTRY, AND THE UNIV. OF FLORIDA AND FUNDED BY THE PATIENT-CENTERED OUTCOMES RESEARCH INSTITUTE. - ADDRESSING RACIAL/ETHNIC DISPARITIES IN ALZHEIMER'S THROUGH FORMATION OF THE ALZHEIMER'S & DEMENTIA DISPARITIES ENGAGEMENT NETWORK - THE FIRST NATIONAL NETWORK OF DIVERSE RESEARCHERS, PATIENTS, CAREGIVERS, HEALTH PROFESSIONALS AND COMMUNITY-BASED ORGANIZATIONS TO COLLABORATE ON BARRIERS, FACILITATORS AND PRIORITIES IN PATIENT-CENTERED OUTCOMES RESEARCH ON ALZHEIMER'S. - CREATING A NATIONWIDE, GRASSROOTS COALITION OF MORE THAN 90 ORGANIZATIONS AND 220,000 INDIVIDUALS. - RAISING PUBLIC AWARENESS OF ALZHEIMER'S VIA MAJOR MEDIA NEWS COVERAGE: "TODAY" SHOW, NY TIMES, WALL STREET JOURNAL, USA TODAY, WASHINGTON POST, FORBES, REUTERS, WOMEN'S HEALTH, ROLL CALL, PBS. - MOBILIZING THOSE MOST AFFECTED: AFRICAN AMERICANS AND LATINOS TO FIGHT ALZHEIMER'S DISPARITIES AND LOW RESEARCH PARTICIPATION; WOMEN THROUGH A TARGETED ADVOCACY CAMPAIGN AND POLICY AGENDA (SEX-BASED RESEARCH, CAREGIVER SUPPORT); THE FAITH COMMUNITY TO INFORM AND ENGAGE THEIR MEMBERS; AND VETERANS TO RAISE RESEARCH PARTICIPATION AND AWARENESS OF ALZHEIMER'S AS AN URGENT HEALTH ISSUE. IN ADDITION, OUR ORGANIZATION AND OUR FOUNDERS, GEORGE AND TRISH VRADENBURG, HAVE RECEIVED MULTIPLE HONORS AND ACCOLADES FOR OUR IMPACT: - ALZHEIMER'S DRUG DISCOVERY FUND'S GREAT LADIES AWARD - RESEARCH!AMERICA'S GORDON AND LLURA GUND AWARD - WASHINGTONIAN MAGAZINE'S WASHINGTONIANS OF THE YEAR - BRIGHTFOCUS FOUNDATION'S PUBLIC LEADERSHIP AWARDIN MANY CASES, USAGAINSTALZHEIMER'S CONTRACTS WITH FIRMS TO PROVIDE CORE CAPACITIES, INCLUDING POLICY/LEGISLATIVE AFFAIRS, COMMUNICATIONS AND MEDIA, AND DIGITAL MARKETING, AS WELL AS TO LEAD TWO OF OUR NETWORKS (RESEARCHERSAGAINSTALZHEIMER'S AND WOMENAGAINSTALZHEIMER'S). 5771911 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 66 0 1 7 1 0 0 0 0 0 0 0 0 0 0 X 10 10 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X JASON RESENDEZ 2023493803 1101 K STREET NW SUITE 400 WASHINGTON DC 20005 X GEORGE VRADENBURG CHAIRMAN 35.00 X X 0 0 0 PATRICIA VRADENBURG VICE CHAIR (UNTIL APRIL 2017) 5.00 X X 0 0 0 SHAWN TAYLOR TREASURER 10.00 X X 0 0 0 KAREN SEGAL SECRETARY 5.00 X X 0 0 0 MERYL COMER FOUNDING BOARD MEMBER 10.00 X 0 0 0 JOHN DWYER BOARD MEMBER 2.00 X 0 0 0 PETER LEVIN BOARD MEMBER 1.00 X 0 0 0 STANLEY PRUISNER BOARD MEMBER 0.50 X 0 0 0 DAVID SATCHER BOARD MEMBER 1.00 X 0 0 0 GREG O'BRIEN BOARD MEMBER 2.00 X 0 0 0 WILLIAM VEGA BOARD MEMBER 2.00 X 0 0 0 SALLY SACHAR CHIEF OPERATION OFFICER 40.00 X 186000 0 0 M'LISS REINGRUBER CHIEF FINANCIAL OFFICER 36.00 X 145000 0 0 ELIZABETH PLANT DIR, ALZ TALKS & COMMUNICATIONS 40.00 X 110498 0 0 VIRGINIA BIGGAR DIRECTOR, CLERGY/ACTIVIST NETWORK 35.00 X 136500 0 0 STEPHANIE MONROE DIRECTOR, AFRICAN AMERICAN NETWORK 30.00 X 130000 0 0 PAM GATZ MAJOR GIFTS OFFICER 20.00 X 115625 0 0 823623 0 0 6 0 1 0 HIGH LANTERN GROUP 685 THIRD AVE 22ND FLOOR NEW YORK NY 10017 PROGRAM STRATEGY/MGMT 800324 FAEGRE BAKER DANIELS LLP 1050 K STREET NW SUITE 400 WASHINGTON DC 20007 FEDERAL POLICY /AWARENESS 555413 IAN N KREMER 2920 PARKLAWN CT HERNDON VA 20171 LEAD'S PROGRAM STRATEGY/MGMT 276000 ANNE LEWIS STRATEGIES LLC 1140 19TH ST NW SUITE 300 WASHINGTON DC 20036 DIGITAL COMM. & SOCIAL MEDIA 271250 ALLISON SIGNORELLI 1077 NORTH MANCHESTER ST ARLINGTON VA 22205 DEVELOPMENT/MKTG./ EVENT LEADER 146000 11 9733989 24505 9733989 24597 24505 92 92 92 9734081 0 0 92 X 408250 408250 3000 3000 161355 143606 8068 9681 623333 344814 133481 145038 60568 41186 19382 4214 4214 73035 73035 4729409 4266049 32915 430445 32841 32841 51278 11266 35869 4143 107447 94096 13351 32222 9667 16111 6444 212251 209531 734 1986 213125 205541 7584 4925 4925 STATE REGISTRATION FEES 14256 14256 PAYROLL FEES 2477 1684 793 MISCELLANEOUS 761 380 381 6734747 5771911 350843 611993 2556717 4310673 164141 959172 38501 558582 35113 40000 0 23192 2794472 5891619 402815 489227 4798 16199 407613 505426 X 589830 1776724 1797029 3609469 2386859 5386193 2794472 5891619 2999334 0 X 0 1 X 1 0 X 2930557 4778636 6826699 5654618 9733989 29924499 2930557 4778636 6826699 5654618 9733989 29924499 7079145 22845354 29924499 66000 0.76340 0.68130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO USAGAINSTALZHEIMER'S ACTION 16199 16199 X 9744081 10000 10000 9734081 0 9734081 6744747 10000 10000 6734747 0 6734747 PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2017, USA2 HAS DOCUMENTED THEIR CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS. 1 BRIGHTFOCUS FOUNDATION 22512 GATEWAY CENTER DR CLARKSBURG MD 20871 277337229 501(C)(3) 20000 EVENT SPONSORSHIP DEMENTIA ACTION ALLIANCE 2342 N OAK STREET FALLS CHURCH VA 22046 541829878 501(C)(3) 10000 EVENT SPONSORSHIP DUKE UNIVERSITY 324 BLACKWELL ST DURHAM NC 27701 560532129 501(C)(3) 75000 TO SUPPORT RESEARCH IN THE GENERAL AREA OF DEVELOPING A PATH TO ENHANCE THE QUALITY OF CARE FOR ALZHEIMERS DISEASE PATIENTS FOUNDATION FOR THE NIH 11400 ROCKVILLE PIKE SUITE600 BETHESDA MD 20852 521986675 501(C)(3) 100000 EVENT SPONSORSHIP N4ADEMENTIA FRIENDLY AMERICA INITIATIVE 1730 RHODE ISLAND AVE NW SUITE 1200 WASHINGTON DC 20036 521052345 501(C)(3) 25000 SUPPORT OF DEMENTIA FRIENDLY AMERICA INITIATIVE RESEARCH AMERICA 241 18TH ST NW SOUTH 501 ARLINGTON VA 22202 521609875 501(C)(3) 5000 EVENT SPONSORSHIP THE GERONTOLOGICAL SOCIETY OF AMERICA 1220 L STREET NW SUITE 901 WASHINGTON DC 20005 521256181 501(C)(3) 50000 EVENT SPONSORSHIP THE FORGET ME NOT PROJECT 301 N MAIN STREET SUITE 2301 WINSTON SALEM NC 27101 274621994 501(C)(3) 100000 A PHILANTHROPIC NON-ENDOWED GIFT OF CASH GIFT FROM USA2 TO BE USED FOR THE TELEVISION PRODUCTION CURRENTLY TITLED TAKING CARE OF JUNE THE NATIONAL COUNCIL OF LA RAZA 1126 16TH ST NW SUITE 600 WASHINGTON DC 20036 860212873 501(C)(3) 7500 EVENT SPONSORSHIP THE LATINO AND MEMORY DISORDERS ALLIANCE 4327 N OTTAWA AVE NORRIDGE IL 60706 352288467 501(C)(3) 5000 EVENT SPONSORSHIP USC EDWARD R ROYBAL INSTITUTE ON AGING 1150 S OLIVE STREET LOS ANGELES CA 900152211 951642394 501(C)(3) 7000 CONTRIBUTION TO GENERAL GIFT ACCOUNT TO HELP FUND ON GOING ACTIVITIES OF THE USC ROYBAL INSTITUTE 11 0 PART I, LINE 2: EVENT SPONSORSHIPS WERE NOT MONITORED AFTER AWARD. USA2 HAD REPRESENTATIVES ATTEND THE EVENTS. GENERAL SUPPORT GRANTS ARE MONITORED VIA PROGRESS REPORTS AND IN-PERSON MEETINGS TO DISCUSS RESEARCH FINDINGS. X X 0 0 0 0 0 0 0 1 0 SALLY SACHAR CHIEF OPERATION OFFICER 186000 0 0 0 0 0 0 0 0 0 186000 0 0 0 PART I, LINE 7 M'LISS REINGRUBER RECEIVED BONUS COMPENSATION OF $1,000 IN 2017. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: COMMUNITY IN THE QUEST FOR AN ALZHEIMER'S CURE - ACCOMPLISHING THIS THROUGH OUR OWN PATIENT-CENTERED EFFECTIVE LEADERSHIP, COLLABORATIVE ADVOCACY AND STRATEGIC INVESTMENTS. THROUGH NETWORKS AND COALITIONS, WE ENGAGE THE MOST DEEPLY AFFECTED COMMUNITIES (WOMEN, AFRICAN AMERICANS, LATINOS, VETERANS, RESEARCHERS, CLERGY, AND PATIENTS AND CAREGIVERS) TO: - FOCUS ATTENTION ON THE UNIQUE BURDEN OF ALZHEIMER'S ON WOMEN AND COMMUNITIES OF COLOR, GIVEN THE DISPARATE IMPACT OF THE DISEASE ON THESE INDIVIDUALS; - GIVE GREATER VOICE TO INDIVIDUALS LIVING WITH AD - AND THEIR CAREGIVERS - IN SCIENTIFIC, POLICY AND REGULATORY DECISIONS; - INCREASE THE SPEED, EFFICIENCY OF AND PARTICIPATION IN CLINICAL RESEARCH; - HIGHLIGHT THE NEED FOR EARLY DIAGNOSIS; - INCREASE ATTENTION TO THE IMPORTANCE OF BRAIN HEALTH; - ALLEVIATE THE ECONOMIC AND HUMAN BURDENS OF CAREGIVING THROUGH FAMILY-FRIENDLY FEDERAL AND WORKPLACE POLICIES; AND - MOBILIZE TO DEMAND GREATER RESEARCH FUNDING AND ELIMINATION OF BARRIERS BLOCKING THE PATH TO A CURE. OUR THEORY OF CHANGE IS ROOTED IN THE BELIEF THAT AMERICANS CAN CREATE THE NATIONAL WILL TO PREVENT AND TREAT ALZHEIMER'S BY PRESSURING POLITICAL, BUSINESS AND CIVIC LEADERS TO: 1) DEVOTE THE NEEDED RESOURCES TO OUTCOMES - ORIENTED RESEARCH, AND 2) REFORM ASPECTS OF DRUG DEVELOPMENT THAT SLOW PROGRESS. WE CALL THIS "LEADERSHIP FOR THE CURE. AND IT WORKS. FORM 990, PART I, LINE 19: THE SIGNIFICANT INCREASE IN REVENUE FROM 2016 TO 2017 CAN BE EXPLAINED BY THE FOLLOWING. AS OF DECEMBER 31, 2017, CONTRIBUTORS TO USA2 HAD MADE WRITTEN PROMISES TO GIVE ADDITIONAL DONATIONS TOTALING $1,025,740 IN SUBSEQUENT YEARS. GRANTS AND PLEDGES DUE IN MORE THAN ONE YEAR HAVE BEEN RECORDED AT THE PRESENT VALUE OF THE ESTIMATED CASH FLOWS, USING A DISCOUNT RATE EQUAL TO THE FEDERAL PRIME RATE. USA2 ALSO RECEIVED AT THE END OF THE YEAR $1,400,000 IN FUNDING FOR THE SECOND PHASE OF THE AD PACE INITIATIVE, AND MOST OF THE WORK (AND RELEASE OF THE GRANTS) BEGAN IN 2018. THOSE TWO FACTORS ALSO RESULTED IN A SIGNIFICANT GROWTH IN NET ASSETS FROM 12/31/16 TO 12/31/17. FORM 990, PART VI, SECTION A, LINE 2 GEORGE AND PATRICIA VRADENBURG HAD A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY ONE OF THE DIRECTORS AND THE CHIEF FINANCIAL OFFICER. A COPY OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS THAT EACH HE/SHE: A. HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS THAT THE ORGANIZATION IS A NON-PROFIT PUBLIC BENEFIT CORPORATION AND, IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE LEAVES THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION IS DISCUSSED WITH THE BOARD CHAIRMAN, WHO USES INFORMATION FROM A REVIEW OF COO COMPENSATION AT OTHER NON-PROFITS, AND A PERFORMANCE REVIEW IS CONDUCTED. THE COMPENSATION IS THEN APPROVED BY THE BOARD WHEN IT APPROVES THE BUDGET. THE MOST RECENT COMPENSATION REVIEW TOOK PLACE IN DECEMBER 2017. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, LINE 1: USAGAINSTALZHEIMER'S (USA2) AND USAGAINSTALZHEIMER'S ACTION (USA2A), AN UNRELATED ORGANIZATION FOR TAX PURPOSES, HAVE ENTERED INTO A COST-SHARING ARRANGEMENT UNDER WHICH USA2A REIMBURSES USA2 FOR USA2A'S ALLOCABLE SHARE OF THE COMPENSATION OF CERTAIN EMPLOYEES FOR SERVICES PROVIDED TO USA2A. PURSUANT TO THIS AGREEMENT, USA2A REIMBURSED USA2 FOR ITS SHARE OF OFFICER COMPENSATION AS FOLLOWS: SALLY SACHER $24,645 FORM 990, PART IX, LINE 11G PROGRAM MANAGEMENT/STRATEGY: PROGRAM SERVICE EXPENSES 1,561,046. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,561,046. PROJECT FUNDS: PROGRAM SERVICE EXPENSES 2,258,476. MANAGEMENT AND GENERAL EXPENSES 19,275. FUNDRAISING EXPENSES 241,725. TOTAL EXPENSES 2,519,476. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 372,864. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 94,040. TOTAL EXPENSES 466,904. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 73,663. MANAGEMENT AND GENERAL EXPENSES 13,640. FUNDRAISING EXPENSES 94,680. TOTAL EXPENSES 181,983. FORM 990, PART IX, LINE 11G: FOR MANY CAPACITIES, USA2 CONTRACTS WITH FIRMS TO PROVIDE CORE CAPACITIES, INCLUDING POLICY/LEGISLATIVE AFFAIRS, COMMUNICATIONS AND MEDIA, DIGITAL MARKETING, AND TO LEAD TWO OF OUR CORE NETWORKS (RESEARCHERSAGAINSTALZHEIMER'S AND WOMENAGAINSTALZHEIMER'S).