2018-02-14T09:37:04-06:00 2017-08-31 221732349 Wiss & Company LLP 354 Eisenhower Pkwy Livingston NJ 07039 990 2016-09-01 131962771 AMERICAN PARKINSON DISEASE ASSOC AMER 7189818001 135 PARKINSON AVE STATEN ISLAND NY 10305 Leslie Chambers PRESIDENT/CEO 7189818001 2018-02-12 1 Diana Miller P01597612 9739949400 50.202.92.18 2018-02-12 11:12:24 ES P 9FA52356585E839B219528F6D4D11F73797FF434 7E1EFC65DDB56AC8B1ED2D46906B14BF3E192197 2016 2021-01-29 14:40:06Z Leslie Chambers 135 PARKINSON AVE STATEN ISLAND NY 10305 13784527 0 X www.apdaparkinson.org X 1961 NY Every day we provide the support, education, and research that will help everyone impacted by Parkinson's disease live life to the fullest. 19 16 36 690 0 0 8569054 11433538 0 0 -12048 211294 64568 58376 8621574 11703208 1971056 2517864 0 0 2930446 3203107 390775 390940 1723793 3454676 4108889 8746953 10220800 -125379 1482408 11347083 12840098 1846842 1751907 9500241 11088191 X The American Parkinson Disease Association (APDA) is the largest grassroots network dedicated to fighting Parkinson's disease (PD) and works tirelessly to assist more than 1 million Americans with PD live life to the fullest in the face of this chronic, neurological disorder. Founded in 1961, APDA has raised and invested more than $170 million to provide outstanding patient services and educational programs, elevate public awareness about the disease, and support research designed to unlock the mysteries of PD and ultimately put an end to this disease. 0 0 3380107 Public Awareness - APDA currently provides (on-line and in print) more than 30 free educational publications to address medical and social aspects of the diagnosis, treatment and care of Parkinson disease patients. Distributed through APDA Chapters, I&R Centers and with its "800" call line, APDA also raises awareness through a television Public Service Announcement (PSA) campaign entitled "Live with Optimism" that has aired nationwide since 2015. Approximately 205,000 newsletters are mailed annually.Contributed services include donated media (television and radio broadcasting and other forms of media, including public service announcements) valued at approximately $10,653,917 for the year ended August 31, 2017 and $11,849,117 for the year ended August 31, 2016. The fair value of the donated media is determined based on consideration of cash payments typically made by buyers for similar advertising and media, standard discounts given for similarly placed media, the media type and placement and other considerations. APDA does not recognize any revenue or expense from services contributed by volunteers because it does not meet the criteria for recognition under FASB ASC 958, Not-for-Profit Entities. 2122083 521125 PATIENT SERVICES AND EDUCATIONAL PROGRAMS - APDA AIMS TO SUPPORT EVERY PERSON AND EVERY FAMILY IMPACTED BY PARKINSON'S. THROUGH ITS NATIONWIDE SYSTEM OF CHAPTERS AND INFORMATION & REFERRAL (I&R) CENTERS, APDA UNIQUELY DELIVERS EDUCATION, SUPPORT AND PATIENT SERVICES TO AMERICANS WITH PARKINSON'S AND THEIR FAMILIES EACH DAY. 19 INFORMATION AND REFERRAL CENTERS ARE FUNDED. APDA CONDUCTED 5 NATIONAL PATIENT WEBINARS ON TOPICS THAT ADDRESS THE SYMPTOMS AND TREATMENT OF PARKINSON'S DISEASE AND REACHED OVER 20,000 INDIVIDUALS. THE NATIONAL SUPPORT GROUP PROGRAM PRESS, PARKINSON'S ROADMAP FOR SUPPORT AND SERVICES WAS SUCCESSFULLY PILOTED IN SIX CHAPTERS. 2205771 1996739 Research - APDA proudly invests in eight Centers for Advanced Research and supports grants to fund the most promising science focused on discovering the cause(s) and finding the cure for Parkinson's disease. Since its founding in 1961, APDA has been a funding partner in most of the major PD scientific breakthroughs. In collaboration with the Parkinson's Foundation 12 summer fellowships were funded. 7707961 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 1 1 0 1 0 1 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 44 0 1 36 1 0 0 0 0 0 1 1 0 0 X 19 16 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CT FL GA IL IA MA MN MS NE NH NJ NY OH OK RI TN TX UT VT VA WA WI X X Cheryl Weiner 7189818001 135 PARKINSON AVE STATEN ISLAND NY 10305 Patrick McDermott Chairman 1.50 X X 0 0 0 Thomas K Penett Esq 1st Vice Chair 1.50 X X 0 0 0 John Marangos 1st Vice Chair to 01/2017 1.50 X X 0 0 0 Elliot J Shapiro PE 2nd Vice Chair 1.50 X X 0 0 0 sally ann esposito browne Secretary 1.50 X X 0 0 0 Elena Maestrone Imperato Treasurer 1.50 X X 0 0 0 Mario J Esposito Jr Executive Committee Member 1.50 X X 0 0 0 Elizabeth Braun RN Director 0.50 X 0 0 0 Athol Cochrane Director 0.50 X 0 0 0 George A Esposito Jr Esq Director 0.50 X 0 0 0 Lisa Esposito DVM Director 0.50 X 0 0 0 Michael Melnicke Director 0.50 X 0 0 0 David G Standaert MD PhD Director 0.50 X 0 0 0 Michael Esposito Director 0.50 X 0 0 0 Donna JC Fanelli DNP Director 0.50 X 0 0 0 Marvin Henick Director 0.50 X 0 0 0 Michael Pietrangelo Esq Director 0.50 X 0 0 0 David J Butler Director 0.50 X 0 0 0 Joel A Miele Jr Director 0.50 X 0 0 0 Joseph G Conte Director to 11/2017 0.50 X 0 0 0 John Lagana Jr Director to 01/2017 0.50 X 0 0 0 Daniel Wheeler Director to 01/2017 0.50 X 0 0 0 Leslie A Chambers President/CEO 40.00 X 225657 0 46984 Stephanie Paul VP Development & Marketing 40.00 X 158044 0 39068 Robin Kornhaber VP Program & Services 40.00 X 131585 0 27689 Eloise Caggiano Sr. Development Director 40.00 X 114479 0 25567 Michelle McDonald VP Chapter & Field Dev 26.00 X 121148 0 27194 Deborah Guyer Executive Director, MO Chapter 40.00 X 109154 0 25003 Cheryl Weiner Controller 40.00 X 106828 0 32617 966895 0 224122 7 0 1 0 thomson habib & denison 80 hayden ave lexington MA 02421 direct marketing 390940 AOIC LLC One East Uwchlan Ave Exton PA 19341 Educational and webinar consultant 296733 Edge Direct LLC PO Box 840 Tulsa OK 74101 Direct Mail printer 117791 3 174747 2102 2102768 9153921 11433538 55288 55288 29456 0 29456 29456 29456 1778575 1622569 156006 156006 156006 159980 2102768 409217 -249237 -249237 91437 49533 41904 41904 Refunds of grant monies 611710 161993 161993 Adjustment of O/S grant payments 611710 69474 69474 Reimbursements 611710 4786 4786 236253 11703208 0 0 269670 X 2517864 2517864 470231 320415 79610 70206 1965723 1339444 332797 293482 206630 140798 34982 30850 392711 267593 66486 58632 167812 114347 28411 25054 86003 58603 14560 12840 55698 37952 9430 8316 390940 390940 23255 15846 3937 3472 283957 193491 48075 42391 122704 83610 20774 18320 113120 77080 19151 16889 10863 7402 1839 1622 730037 730037 115677 78822 19584 17271 73696 50216 12477 11003 mailings 1727319 991834 52321 683164 PATIENT DIRECT AID 503053 503053 supplies, stationery an 75279 51295 12745 11239 telephone 63989 43602 10833 9554 124239 84657 21034 18548 10220800 7707961 789046 1723793 X 1476868 973626 51427 451815 4569769 4432502 2163836 3463993 0 57298 307448 405733 360973 359156 3915067 1359345 2585127 2555722 1359930 1565694 11347083 12840098 383276 406621 1304926 1109386 109264 188626 49376 47274 1846842 1751907 X 7097138 8707244 2230159 2208003 172944 172944 9500241 11088191 11347083 12840098 1482408 105542 0 X X 0 1 X 1 0 X 8653946 9620063 10570856 8569054 11433538 48847457 8653946 9620063 10570856 8569054 11433538 48847457 732093 48115364 167122 182888 115609 16828 84744 567191 4786 4786 49419434 0.97360 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 172944 133 133 172944 172944 132 132 172944 172930 14 132 132 172944 172930 132 132 172930 163410 9520 172930 1.00000 0 0 696071 696071 2820627 1120100 1700527 126742 48541 78201 123868 49868 74000 147759 140836 6923 2555722 mutual funds-equities 1521018 F mutual funds-fixed income 44676 F 1565694 Charitable gift annuities payable 47274 47274 X 22689950 105542 10653917 458750 11218209 11471741 231467 231467 11703208 21102000 10653917 458750 11112667 9989333 231467 231467 10220800 Part X, Line 2: APDA is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and, therefore, has made no provision for Federal or State Income taxes in the accompanying financial statements. APDA has been determined by the Internal Revenue Service not to be a "private foundation" within the meaning of Section 509(a)(1) of the Internal Revenue Code. Other significant tax positions include its determination of whether any amounts are subject to unrelated business income tax (UBIT). All significant tax positions have been considered by management and it has been determined that all tax positions would be sustained upon examination by taxing authorities. The most significant jurisdictions in which APDA is required to file tax returns include the U.S. Federal jurisdiction and the State of New York, although APDA files in almost every state. APDA is subject to examination by the Federal taxing authority up to three years from the extended due date of the tax return. As of August 31, 2017, tax years ending in 2014 through 2016 are open to examination, with limited exceptions for various states. Part XI, Line 2d - Other Adjustments: special events 458,750. Part XI, Line 4b - Other Adjustments: grant adjustments 231,467. Part XII, Line 2d - Other Adjustments: special events 458,750. Part XII, Line 4b - Other Adjustments: Grant Adjustments 231,467. X X X X X 1 thomson habib & denison 80 hayden ave lexington MA 02421 fundraising counsel 0 2354185 390940 1963245 2354185 390940 1963245 AL AK AZ AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SD TN UT VA WA WV WI Optimism Walk 916493 916493 7521 7898 87691 Hope Auction & Gala 385859 352940 32919 4540 39310 11508 17941 9 960396 833335 127061 11766 129870 53809 37363 2262748 2102768 159980 23827 177078 65317 142995 409217 -249237 91437 44103 5430 1 0.80000 91437 44103 5430 49533 41904 CT FL IL MA OK VT WA WI 1 0 0 0 1.00000 Cheryl Weiner 135 PARKINSON AVE STATEN ISLAND NY 10305 0 Cheryl Weiner X 0 1 Houston Area Parkinson's Society 1475 W Gray Street Houston TX 77019 510138356 8000 education program University of Maryland 110 S Paca Street 3rd Floor Baltimore MD 21201 522238893 27000 Information & Referral University of Virginia The McKim Hall Box 394 Charlottesville VA 22908 237173411 29700 Information & Referral University of Texas at San Antonio 8300 Floyd Curl Drive SAN ANTONIO TX 78229 741586031 29700 Information & Referral New York Presbyterian Brooklyn Methodist Hospital 506 6th Street Brooklyn NY 11215 111631796 30000 Information & Referral Abbott Northwestern Hospital 800 East 28th Street MR 12209 Minneapolis MN 55407 043643816 47565 Information & Referral University of Alabama at Birmingham 1719 6th Avenue Birmingham AL 35244 636005396 34650 Information & Referral University of Kentucky 800 Rose Street Lexington KY 40536 616033693 23333 Information & Referral Penn State Hershey College of Medicine 500 University Drive Hershey PA 17033 246000376 23333 Information & Referral NY College of Osteopathic PO Box 8000 Old Westbury NY 11568 237190271 29700 Information & Referral University of Neurology 260 Stetson Street Suite 2300 Cincinnati OH 45267 311000664 12000 Information & Referral Mayo Clinic Jacksonville 4500 San Pablo Road Jacksonville FL 32224 590714831 20000 Information & Referral St Catherine of Sienna Hospital 50 Route 25A Smithtown NY 11787 061562701 29700 Information & Referral Iowa Health - Des Moines 1200 Pleasant Street E-524 Des Moines IA 50309 421195202 48216 Information & Referral Emory University School of Medicine 401 Woodruff Memorial Boulevard Atlanta GA 30329 580566256 40000 Information & Referral Parkinson Association of Alabama PO Box 590146 Birmingham AL 35259 311467418 40000 Information & Referral Boston University 772 East Concord Street Boston MA 02118 042103545 87000 Information & Referral V A Hospital 1000 Locust Street Reno NV 89502 208903914 20000 Information & Referral Stanford University 300 Pasteur Drive Stanford CA 94305 941156365 22000 Information & Referral Centennial Medical Center 2300 Patterson St Nashville TN 37203 953062349 10200 Information & Referral Kent Hospital 455 Toll Gate Road Warwick RI 02886 050258894 39000 Information & Referral Oregon Health & Science University 3181 SW Sam Jackson Park Road Portland OR 97239 364631835 35000 Medical Research Boston University 715 Albany Street Suite C-32 Boston MA 02118 042103545 125000 Medical Research Regents of the University of California 710 Westwood Plaza Los Angeles CA 90095 946036494 35000 Medical Research Parkinson's Disease Foundation 1359 Broadway 1509 New York NY 10018 131866796 20000 Medical Research University of Alabama at Birmingham 1719 6th Avenue Birmingham AL 35244 636005396 50000 Medical Research University of Pittsburgh 3109 Cathedral of Learning Pittsburg PA 15260 250965591 125000 Medical Research Emory University School of Medicine 401 Woodruff Memorial Boulevard Atlanta GA 30329 580566256 125000 Medical Research Brigham and Women's Hospital 77 Avenue Louis Pasteur Boston MA 02115 131962771 50000 Medical Research Buck Institute for Research on Aging 8001 Redwood Boulevard Novato CA 94945 943030609 50000 Medical Research Oregon Health & Science University 3181 SW Sam Jackson Park Road Portland OR 97239 364631835 80000 Medical Research REGENTS OF THE UNIVERSITY OF CALIFORNIA 710 Westwood Plaza Los Angeles CA 90095 946036494 143767 Medical Research UNIVERSITY OF HOUSTON 4800 Calhoun Road HOUSTON TX 77004 740001399 50000 Medical Research Georgia Regents Research institute 1120 15th Street CJ3301 Augusta GA 30912 581418202 50000 Medical Research Icahn School of Medicine at Mount Sinai Gustave L Levy Place Box 1049 New York NY 10029 136171197 50000 Medical Research Washington University Medical School 4525 Scott Avenue St Louis MO 63110 430653611 235000 Medical Research St Jude Children's Research Hospital 501 St Jude Place Memphis TN 38105 351044585 50000 Medical Research University of Illinois at Chicago 1200 W Harrison Street Chicago IL 60607 376000511 35000 Medical Research Seattle Institute of Biomedical Research 1660 S Columbia Way Seattle WA 98108 916001537 25000 Medical Research University of Alabama at Birmingham 1719 6th Avenue Birmingham AL 35244 636005396 125000 Medical Research Oregon Health & Science University 3181 SW Sam Jackson Park Road Portland OR 97239 364631835 50000 Medical Research Rutgers Robert Wood Johnson School of Medicine 97 Paterson Street Room 206 New Brunswick NJ 08901 078795875 125000 Medical Research Robert Wood Johnson University Hospital 120 Albany Street Suite 360 New Brunswick NJ 08901 226014339 50000 Medical Research University of Virginia The McKim Hall Box 394 Charlottesville VA 22908 237173411 125000 Medical Research St Catherine of Sienna Hospital 50 Route 25A Smithtown NY 11787 061562701 6000 Physical Therapy Program Boston University 635 Commonwealth Avenue Boston MA 02215 042103547 52000 Rehab Center 46 Part I, Line 2: APDA HAS A SCIENTIFIC ADVISORY BOARD (SAB) THAT RECOMMENDS THE RECIPIENTS OF THE GRANTS, WHO ARE IN TURN APPROVED BY THE BOARD OF DIRECTORS. INITIAL FUNDING IS MADE BASED ON THE GRANT AND SUBSEQUENT PAYMENTS ARE MADE CONTINGENT ON PROGRESS REPORTS. FINAL REPORTS ARE MANDATORY FOR THE GRANTS AND ONLY AFTER THEIR RECEIPT IS FINAL PAYMENT DISBURSED. CENTERS FOR ADVANCED RESEARCH WHERE FUNDING EXTENDS OUT MORE THAN ONE YEAR SUBMIT ANNUAL PROGRESS REPORTS. INFORMATION AND REFERRAL CENTERS ARE MONITORED FOR VOLUME ACTIVITY AND SIMILARLY, AFTER THE INITIAL PAYMENT, SUBSEQUENT PAYMENTS ARE CONTINGENT UPON RECEIPT OF PROGRESS REPORTS. X X X X X X 0 0 0 0 0 0 0 0 0 Leslie A Chambers President/CEO 225657 0 0 0 0 0 27982 0 20161 0 273800 0 0 0 Stephanie Paul VP Development & Marketing 158044 0 0 0 0 0 19597 0 20291 0 197932 0 0 0 Robin Kornhaber VP Program & Services 131585 0 0 0 0 0 16317 0 12060 0 159962 0 0 0 david standaert MEMBER, BOD 134650 grants research/ I&R OXFORDP MCDERMOTT AGENT BOARD CHAIR/OWNER 388650 COMMISS/INS PREM 0 schedule l, part iii, line 1 david standaert is a member of the board of directors of apda and is also chairman of the scientific advisory board. in addition, this member heads the department of neurology at the university of alabama at birmingham and receives research funding in the amount of $100,000 per year and information and referral funding in the amount of $34,650 per year. part iv a member of the board of directors is the managing member of an employee benefits consulting firm that is the insurance broker who represents the insurance company that provides medical, dental, and optical insurance to apda. the premium rates were determined by the State of New York. This member recused himself from all decisions pertaining to insurance. Form 990, Part VI, Section A, line 2 1. elizabeth braun - board member. she is a sister to board member elena imperato. 2. mario j. esposito jr. - board member. he is a brother to board member michael esposito. 3. michael esposito - board member. he is a brother to board member mario j. esposito jr. 4. lisa esposito - board member. she is a sister to board member sally ann esposito browne. 5. elena maestrone imperato - treasurer. she is a sister to board member elizabeth braun. 6. sally ann esposito browne - secretary. She is a sister to board member lisa esposito Form 990, Part VI, Section B, line 11b FORM 990 WAS REVIEWED IN DETAIL BY FINANCE AND AUDIT COMMITTEES AND DISTRIBUTED ELECTRONICALLY TO ALL OTHER BOARD MEMBERS Form 990, Part VI, Section B, line 12c CONFLICT OF INTEREST POLICY SIGNED BY THE BOARD ANNUALLY. MEMBERS RECUSE THEMSELVES FROM VOTING IF THERE IS POTENTIAL CONFLICT OF INTEREST. Form 990, Part VI, Section B, line 15 INDEPENDENT COMPENSATION COMMITTEE FORMED TO APPROVE THE SALaRIES OF THE PRESIDENT/ CEO AND KEY EMPLOYEES. IN ADDITION, APDA HIRED AN INDEPENDENT COMPENSATION FIRM TO PERFORM A COMPENSATION STUDY FOR THE KEY EMPLOYEES AND OFFICERS AT THE ORGANIZATION. Form 990, Part VI, Section C, line 19 FINANCIAL STATEMENTS AVAILABLE ON WEBSITE AND UPON REQUEST. GOVERNING DOCUMENTS AND POLICIES PROVIDED UPON REQUEST. Form 990, Part IX, line 24e postage: Program service expenses 32,041. Management and general expenses 7,961. Fundraising expenses 7,020. Total expenses 47,022. maintenance and repairs: Program service expenses 25,279. Management and general expenses 6,281. Fundraising expenses 5,539. Total expenses 37,099. equipment leases: Program service expenses 19,230. Management and general expenses 4,778. Fundraising expenses 4,213. Total expenses 28,221. Dues, subscriptions, licenses and fees: Program service expenses 8,107. Management and general expenses 2,014. Fundraising expenses 1,776. Total expenses 11,897. form 990, part xii, line 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. FOR FISCAL YEAR 2016, THE ORGANIZATION CHANGEd ITS SELECTION OF AN INDEPENDENT ACCOUNTANT. Form 990, schedule d, part v ENDOWMENT FUNDS: THIS YEAR THE ENDOWMENT FUNDS SCHEDULE WAS AMENDED TO REFLECT THE ENDOWMENT ASSETS WHICH WERE ONLY PERMANENTLY RESTRICTED ASSETS. FROM 2012 TO 2015 THE TEMPORARILY RESTRICTED ASSETS OF APPROXIMATELY $3,407,298 WERE INADVERTENTLY INCLUDED ON THE FORM 990, SCHEDULE D, PART V. FORM 990 RECLASSIFICATIONS: Certain prior period amounts have been reclassified for consistency with the current year presentation. Specifically, investments in charitable gift annuities and related activity that were previously combined with investments were presented separately on the statements of financial position and statements of cash flows. Computer and website expenses that were previously combined with office and miscellaneous, supplies, and repairs and maintenance were presented separately on the statements of functional expenses. Utilities that were previously combined with office and miscellaneous were combined with rent and titled occupancy on the statements of functional expenses. Proceeds from donated investments that were previously included with purchased investments were presented separately on the statements of cash flows. Bequests receivable that were previously written off were presented separately as bad debt expense on the statements of cash flows. These reclassifications had no impact on the change in net assets or on total net assets. FORM 990, SCHEDULE A, PART II, SECTION B, LINE 10 OTHER INCOME: THIS YEAR THE TOTAL SUPPORT SCHEDULE WAS AMENDED TO REFLECT ONLY OTHER INCOME. FROM 2012 TO 2015 OTHER INCOME OF $(1,599,791) WAS INADVERTENTLY INCLUDED ON THE FORM 990, SCHEDULE A, PART II, SECTION B, LINE 10. FORM 990, PART IX, LINE 1 GRANTS AND OTHER ASSISTANCE TO DOMESTIC ORGANIZATIONS AND DOMESTIC GOVERNMENTS: THIS YEAR THE STATEMENT OF FUNCTIONAL EXPENSES INCLUDES THE TOTAL AMOUNT OF $2,517,864 FOR GRANTS AND OTHER ASSISTANCE TO DOMESTIC ORGANIZATIONS AND DOMESTIC GOVERNMENTS. THE TOTAL AMOUNT REFLECTS AN ADJUSTMENT OF $231,467 PLUS $2,286,397 OF GRANTS AND OTHER ASSISTANCE TO DOMESTIC ORGANIZATIONS AND DOMESTIC GOVERNMENTS: AS PER THE AUDITED FINANCIAL STATEMENTS. THE ADJUSTMENT INCLUDES REFUNDS OF GRANT MONIES, NET PRIOR YEAR PLEDGE PAYMENTS AND OTHER CHANGES OF OUTSTANDING BALANCES.