ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC (EIN 13-3039601)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-12-16
- IRS object ID
- 201623519349300022
- Schema version
- 2015v2.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-12-16T12:03:08-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 N CLARK ST SUITE 200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133039601 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alzheimer's Disease & Related Disorders | BusinessNameLine1Txt |
| Business Name Line2 | Association Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RICHARD HOVLAND COO/CFO | InCareOfNm |
| Business Name Control | ALZH | BusinessNameControlTxt |
| Phone | 3123358700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 N Michigan Ave 17th Floor | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606017633 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD H HOVLAND | PersonNm |
| Person Title | COO/CFO | PersonTitleTxt |
| Phone | 3123355771 | PhoneNum |
| Signature | 2016-12-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bridget T Roche | PreparerPersonNm |
| PTIN | P00666837 | PTIN |
| Phone | 3128560200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alzheimer's Association | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD H HOVLAND | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 N Michigan Ave | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606017633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $188,267,942 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 9334 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.alz.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | Eliminate 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 Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 35 | VotingMembersIndependentCnt |
| Total Employee | 827 | TotalEmployeeCnt |
| Total Volunteers | 6500 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $149,718,313 | PYContributionsGrantsAmt |
| CY Contributions Grants | $160,287,157 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,363,958 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,604,129 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,139,806 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,015,131 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,570,519 | PYOtherRevenueAmt |
| CY Other Revenue | $4,815,214 | CYOtherRevenueAmt |
| PY Total Revenue | $161,792,596 | PYTotalRevenueAmt |
| CY Total Revenue | $172,721,631 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $18,704,419 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $27,721,311 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $50,455,090 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $55,842,348 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,193,976 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $1,248,859 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $24,751,384 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $72,500,917 | PYOtherExpensesAmt |
| CY Other Expenses | $80,289,888 | CYOtherExpensesAmt |
| PY Total Expenses | $142,854,402 | PYTotalExpensesAmt |
| CY Total Expenses | $165,102,406 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $18,938,194 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,619,225 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $180,989,817 | TotalAssetsBOYAmt |
| Total Assets EOY | $197,241,986 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $56,639,402 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $65,411,846 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $124,350,415 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $131,830,140 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ALZHEIMER'S ASSOCIATION IS THE LEADING VOLUNTARY HEALTH ORGANIZATION IN ALZHEIMER'S CARE, SUPPORT, AND RESEARCH. (Mission Continued in Schedule O). | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $25,924,135 | ExpenseAmt |
| Grant | $585,232 | GrantAmt |
| Revenue | $238,732 | RevenueAmt |
| Desc | Public 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 programs in our local communities and on-line. EXPENSES: $25,924,135 GRANTS: $ 585,232 REVENUES: $ 238,732 | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $37,120,291 | ExpenseAmt |
| Grant | $24,723,122 | GrantAmt |
| Revenue | $4,241,129 | RevenueAmt |
| Desc | Research - 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 EXPENSES: $37,120,291 GRANTS: $24,723,122 REVENUES: $ 4,241,129 | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,277,781 | ExpenseAmt |
| Grant | $736,254 | GrantAmt |
| Revenue | $363,000 | RevenueAmt |
| Desc | Chapter Services - From coast to coast, 81 chapters are in communities nationwide, providing services to families and professionals, including information and referral, support groups, care consultation, education and safety services. The national organization provides strategic, tactical, and direct support in these activities. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $53,871,600 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,676,704 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $129,193,807 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | Yes (true) | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 282 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 827 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 35 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD HOVLAND COOCFO | PersonNm |
| Phone | 3123355771 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 N MICHIGAN AVENUE | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606017633 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Stewart Putnam | |||||||||
| Chair, Exec. Comm., Director | 12.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Christopher Binkley | |||||||||
| Chair Elect, Exec. Comm., Dir. | 12.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Deborah Jones | |||||||||
| Secretary, Exec. Comm., Dir. | 10.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Thomas J Winkel | |||||||||
| Treasurer, Exec. Comm., Dir. | 10.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Bill Buechele | |||||||||
| Director and Exec Committee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jack Faer | |||||||||
| Director and Exec Committee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Marlana Geha PhD | |||||||||
| Director and Exec Committee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| David Goltermann | |||||||||
| Director and Exec Committee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Louis Holland Jr | |||||||||
| Director and Exec Committee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| William E Klunk MD PhD | |||||||||
| Director and Exec Committee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jacqueline Kouri | |||||||||
| Director and Exec Committee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Margaret Noel MD | |||||||||
| Director and Exec Committee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ronald Petersen MD PhD | |||||||||
| Director and Exec Committee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kimberly Reed | |||||||||
| Director and Exec Committee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Carl E Tuerk Jr | |||||||||
| Director and Exec Committee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Electa Anderson | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Helen Brooks | |||||||||
| Director (BEG. 10/17/2015) | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Anna Catalano | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Deborah Garrett | |||||||||
| Director (THRU 2/4/2016) | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| James Grossmann | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| David Hunter | |||||||||
| Director (BEG. 10/17/2015) | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Verna Jones-Rodwell | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Diana Kerwin MD | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Joseph McCafferty | |||||||||
| Director (thru 7/7/2015) | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Sarah Lorance | |||||||||
| Director (beg. 10/17/2015) | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ralph Nixon MD PhD | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert O'Keefe | |||||||||
| Director (BEG. 10/17/2015) | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Steven Osgood | |||||||||
| Director (beg. 10/17/2015) | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Cecile Perich | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Patrick Peyton | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Deborah A Randall Esq | |||||||||
| Director (thru 10/17/2015) | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Brian Richardson | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Alan Silverglat | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| David Simbro | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Stan G Thurston | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Joan Uronis | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Julia Wallace | |||||||||
| Director (Beg. 10/17/2015) | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Paul Wexler | |||||||||
| Director | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| HARRY JOHNS | |||||||||
| President & CEO | 60.0 | 1.1 | Yes (X) | $835,099 | $33,773 | $250,668 | |||
| RICHARD HOVLAND | |||||||||
| COO/CFO | 60.0 | 0.1 | Yes (X) | $481,425 | $541 | $96,773 | |||
| ANGELA GEIGER THRU 242016 | |||||||||
| CHIEF STRATEGY OFFICER | 60.0 | 0.0 | $553,519 | $0 | $98,104 | Yes (X) | |||
| Maria Carrillo | |||||||||
| Chief Science Officer | 60.0 | 0.0 | $412,564 | $0 | $59,251 | Yes (X) | |||
| Robert Egge | |||||||||
| Chief Public Policy Officer | 60.0 | 1.6 | $392,428 | $19,451 | $82,310 | Yes (X) | |||
| Scott Gardner | |||||||||
| Chief Chap. Relations Officer | 60.0 | 0.0 | $334,450 | $0 | $41,783 | Yes (X) | |||
| Donna McCullough | |||||||||
| Chief Development Officer | 60.0 | 0.0 | $328,093 | $0 | $43,831 | Yes (X) | |||
| Christine Foh | |||||||||
| VP, Legal & General Counsel | 60.0 | 0.1 | $234,443 | $584 | $35,687 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,572,021 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $54,349 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $708,407 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 108 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Olson Co Inc | |||||
| 420 N Fifth St Ste 1000 | MINNEAPOLIS | MN | 55401 | Advertising & Media | $10,687,433 |
| Alaniz | |||||
| 425 N Iris Street | MT PLEASANT | IA | 52641 | Print/letter shop | $3,940,118 |
| Webb Mason | |||||
| PO Box 62414 | BALTIMORE | MD | 21264 | Print/letter shop | $2,567,031 |
| Qorvis MSL Group | |||||
| 13273 Collections Ctr Dr | CHICAGO | IL | 60683 | Consultant | $2,210,083 |
| Thompson Habib Denison | |||||
| 80 Hayden Ave Ste 300 | LEXINGTON | MA | 02421 | Consultant | $1,761,641 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 23 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $384,020 | MembershipDuesAmt |
| Fundraising | $1,452,906 | FundraisingAmt |
| Government Grants | $3,959,868 | GovernmentGrantsAmt |
| All Other Contributions | $154,490,363 | AllOtherContributionsAmt |
| Noncash Contributions | $6,896,463 | NoncashContributionsAmt |
| Total Contributions | $160,287,157 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM CONFERENCES | 611710 | $3,958,581 | $3,958,581 |
| JOURNAL | 511120 | $282,548 | $282,548 |
| CAREGIVER TRAINING | 611710 | $235,808 | $235,808 |
| SAFE RETURN REGISTRATION FEES | 611710 | $127,192 | $127,192 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,604,129 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,008,223 | TotalRevenueColumnAmt |
| Exclusion | $3,008,223 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,129 | TotalRevenueColumnAmt |
| Exclusion | $31,129 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,175,373 | SecuritiesAmt |
| Other | $78,599 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,179,634 | SecuritiesAmt |
| Other | $67,430 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$4,261 | SecuritiesAmt |
| Other | $11,169 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,908 | TotalRevenueColumnAmt |
| Exclusion | $6,908 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $3,788,506 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,452,906 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $2,405,212 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,383,294 | TotalRevenueColumnAmt |
| Exclusion | $1,383,294 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $18,420 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $3,290 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,130 | TotalRevenueColumnAmt |
| Exclusion | $15,130 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,175,187 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $890,745 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $284,442 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $238,732 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $45,710 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CHAPTER MAINTENANCE/SUPPORT | 900099 | $1,951,988 | $1,951,988 |
| CHAPTER MAINTENANCE/FEES | 900099 | $270,026 | $270,026 |
| CHAPTER LICENSES | 900099 | $239,410 | $239,410 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $639,795 | TotalRevenueColumnAmt |
| Exclusion | $639,795 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,101,219 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $172,721,631 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,842,861 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $7,591,613 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,310,636 | TotalAmt |
| Program Services | $23,310,636 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,591 | TotalAmt |
| Program Services | $275,591 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,135,084 | TotalAmt |
| Program Services | $4,135,084 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,817,221 | TotalAmt |
| Program Services | $1,158,672 | ProgramServicesAmt |
| Management And General | $367,272 | ManagementAndGeneralAmt |
| Fundraising | $291,277 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,024,021 | TotalAmt |
| Program Services | $31,373,709 | ProgramServicesAmt |
| Management And General | $2,754,042 | ManagementAndGeneralAmt |
| Fundraising | $8,896,270 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,789,536 | TotalAmt |
| Program Services | $4,875,930 | ProgramServicesAmt |
| Management And General | $493,636 | ManagementAndGeneralAmt |
| Fundraising | $1,419,970 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,956,578 | TotalAmt |
| Program Services | $2,950,884 | ProgramServicesAmt |
| Management And General | $248,426 | ManagementAndGeneralAmt |
| Fundraising | $757,268 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,992 | TotalAmt |
| Program Services | $175,355 | ProgramServicesAmt |
| Management And General | $38,502 | ManagementAndGeneralAmt |
| Fundraising | $41,135 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,212,554 | TotalAmt |
| Program Services | $1,382,006 | ProgramServicesAmt |
| Management And General | $524,913 | ManagementAndGeneralAmt |
| Fundraising | $305,635 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,257 | TotalAmt |
| Program Services | $81,406 | ProgramServicesAmt |
| Management And General | $28,826 | ManagementAndGeneralAmt |
| Fundraising | $16,025 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,439,259 | TotalAmt |
| Program Services | $1,439,259 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,248,859 | TotalAmt |
| Fundraising | $1,248,859 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,762 | TotalAmt |
| Program Services | $138,762 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,755,411 | TotalAmt |
| Program Services | $11,871,780 | ProgramServicesAmt |
| Management And General | $989,712 | ManagementAndGeneralAmt |
| Fundraising | $3,893,919 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,109,116 | TotalAmt |
| Program Services | $14,562,424 | ProgramServicesAmt |
| Management And General | $92,416 | ManagementAndGeneralAmt |
| Fundraising | $454,276 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,096,082 | TotalAmt |
| Program Services | $14,354,084 | ProgramServicesAmt |
| Management And General | $3,865,488 | ManagementAndGeneralAmt |
| Fundraising | $3,876,510 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $948,722 | TotalAmt |
| Program Services | $726,484 | ProgramServicesAmt |
| Management And General | $121,695 | ManagementAndGeneralAmt |
| Fundraising | $100,543 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,123,723 | TotalAmt |
| Program Services | $5,967,901 | ProgramServicesAmt |
| Management And General | $992,333 | ManagementAndGeneralAmt |
| Fundraising | $1,163,489 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,294,320 | TotalAmt |
| Program Services | $4,121,104 | ProgramServicesAmt |
| Management And General | $177,700 | ManagementAndGeneralAmt |
| Fundraising | $995,516 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,516,592 | TotalAmt |
| Program Services | $4,279,514 | ProgramServicesAmt |
| Management And General | $264,674 | ManagementAndGeneralAmt |
| Fundraising | $972,404 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,029,324 | TotalAmt |
| Program Services | $1,687,100 | ProgramServicesAmt |
| Management And General | $134,357 | ManagementAndGeneralAmt |
| Fundraising | $207,867 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,427 | TotalAmt |
| Program Services | $124,909 | ProgramServicesAmt |
| Management And General | $42,739 | ManagementAndGeneralAmt |
| Fundraising | $36,779 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| . | $0 |
| . | $0 |
| . | $0 |
| . | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,339 | TotalAmt |
| Program Services | $201,213 | ProgramServicesAmt |
| Management And General | $20,484 | ManagementAndGeneralAmt |
| Fundraising | $73,642 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,102,406 | TotalAmt |
| Program Services | $129,193,807 | ProgramServicesAmt |
| Management And General | $11,157,215 | ManagementAndGeneralAmt |
| Fundraising | $24,751,384 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,232,079 | TotalAmt |
| Program Services | $9,006,611 | ProgramServicesAmt |
| Management And General | $2,368,374 | ManagementAndGeneralAmt |
| Fundraising | $3,857,094 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,703,075 | BOYAmt |
| EOY | $38,330,322 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,135,823 | BOYAmt |
| EOY | $38,226,245 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,974,186 | BOYAmt |
| EOY | $13,284,637 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,868 | BOYAmt |
| EOY | $266,268 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $504,588 | BOYAmt |
| EOY | $879,501 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,684,442 | BOYAmt |
| EOY | $4,035,909 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $26,995,238 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,935,506 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,967,190 | BOYAmt |
| EOY | $9,059,732 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,669,409 | BOYAmt |
| EOY | $71,219,128 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,325,236 | BOYAmt |
| EOY | $21,940,244 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,989,817 | BOYAmt |
| EOY | $197,241,986 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,346,186 | BOYAmt |
| EOY | $12,932,698 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,267,915 | BOYAmt |
| EOY | $28,986,791 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,301,227 | BOYAmt |
| EOY | $4,223,548 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,724,074 | BOYAmt |
| EOY | $19,268,809 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,639,402 | BOYAmt |
| EOY | $65,411,846 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,018,349 | BOYAmt |
| EOY | $43,597,033 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,785,466 | BOYAmt |
| EOY | $58,852,663 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,546,600 | BOYAmt |
| EOY | $29,380,444 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,350,415 | BOYAmt |
| EOY | $131,830,140 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,989,817 | BOYAmt |
| EOY | $197,241,986 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,619,225 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $19,471 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$158,971 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $91,243,760 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $108,426,401 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $120,142,741 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $149,251,302 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $160,287,157 | CurrentTaxYearAmt |
| Total | $629,351,361 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $91,243,760 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $108,426,401 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $120,142,741 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $149,251,302 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $160,287,157 | CurrentTaxYearAmt |
| Total | $629,351,361 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $629,351,361 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,076,055 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,376,737 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,089,505 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,055,023 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,039,352 | CurrentTaxYearAmt |
| Total | $12,636,672 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,683,529 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,918,160 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,103,829 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,633,496 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,077,019 | CurrentTaxYearAmt |
| Total | $32,416,033 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $674,404,066 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $24,639,143 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.93320 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93050 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | Yes (true) | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | Yes (true) | MediaAdvertisementsInd |
| Media Advertisements | $435,292 | MediaAdvertisementsAmt |
| Mailings Members | Yes (true) | MailingsMembersInd |
| Mailings Members | $3,000 | MailingsMembersAmt |
| Publications Or Broadcast | Yes (true) | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $0 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $0 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $1,000,967 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (true) | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $1,439,259 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule C, Part II-B, Line 1a | VOLUNTEERS 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 1c | MEDIA ADVERTISEMENTS Media advertisements were run in Washington, D.C. for key advocacy awareness opportunities during the year. |
| Schedule C, Part II-B, Line 1d | MAILING TO MEMBERS, LEGISLATORS OR THE PUBLIC Mailing costs to distribute Facts and Figures to legislators. |
| Schedule C, Part II-B, Line 1e | PUBLICATIONS, OR PUBLISHED OR BROADCAST STATEMENTS The Association distributed Federal and State Updates approximately 41 times during the year. |
| Schedule C, Part II-B, Line 1g | DIRECT CONTACT The Association utilized Appropriation Consultants to make direct contact with legislators. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,690,883 | BeginningYearBalanceAmt |
| Contributions | $26,250 | ContributionsAmt |
| Investment Earnings Or Losses | $545,968 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $545,968 | GrantsOrScholarshipsAmt |
| End Year Balance | $13,717,133 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,715,104 | BeginningYearBalanceAmt |
| Contributions | $121,524 | ContributionsAmt |
| Investment Earnings Or Losses | $537,643 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $683,388 | GrantsOrScholarshipsAmt |
| End Year Balance | $13,690,883 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,654,952 | BeginningYearBalanceAmt |
| Contributions | $1,060,152 | ContributionsAmt |
| Investment Earnings Or Losses | $1,961,725 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,961,725 | GrantsOrScholarshipsAmt |
| End Year Balance | $13,715,104 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,611,486 | BeginningYearBalanceAmt |
| Contributions | $333,853 | ContributionsAmt |
| Investment Earnings Or Losses | $709,613 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $12,654,952 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,255,752 | BeginningYearBalanceAmt |
| Contributions | $323,701 | ContributionsAmt |
| Investment Earnings Or Losses | $32,033 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $11,611,486 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.95660 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04340 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $160,000 | OtherCostOrOtherBasisAmt |
| Book Value | $160,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $440,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $45,128 | DepreciationAmt |
| Book Value | $394,872 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $4,262,484 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,619,591 | DepreciationAmt |
| Book Value | $642,893 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,260,816 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,786,083 | DepreciationAmt |
| Book Value | $1,474,733 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,871,938 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,484,704 | DepreciationAmt |
| Book Value | $6,387,234 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,059,732 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BENEFICIAL INTEREST | $21,735,894 | F |
| ASSETS HELD IN TRUST | $204,350 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $21,940,244 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO CHAPTERS | $14,635,364 |
| GIFT ANNUITY OBLIGATIONS | $4,633,445 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $19,268,809 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $176,171,060 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $19,471 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $3,805,530 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$1,266,317 | OtherRevenueAmt |
| Revenue Not Reported | $2,558,684 | RevenueNotReportedAmt |
| Revenue Subtotal | $173,612,376 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$890,745 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$890,745 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $172,721,631 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $169,798,681 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $3,805,530 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $890,745 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,696,275 | ExpensesNotReportedAmt |
| Expenses Subtotal | $165,102,406 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $165,102,406 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | INTENDED 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 51%) or not purpose restricted (approximately 49%). 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, 2016, 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 2 | FIN 48 The Association and 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 Disease and Related Disorders Association of Canada, Inc. is a not-for-profit Canadian entity incorporated on June 4, 2015. The application for charitable status is still pending in Canada; therefore, this entity does not yet have a tax exemption. 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 is no interest or penalties recognized in the consolidated statements of activities or statements of financial position. Aside from the current year, the tax years ended 2012, 2013, 2014 and 2015 are still open to audit for both federal and state purposes. |
| Schedule D, Part XI, Line 2D | RECONCILIATION OF REVENUE Change in perpetual trust $(692,406) Change in split interest $(573,911) ----------- TOTAL $(1,266,317) |
| Schedule D, Part XI, Line 4B | RECONCILIATION OF REVENUE Cost Of Goods Sold $(890,745) ---------- TOTAL $(890,745) |
| Schedule D, Part XII, Line 2D | RECONCILIATION OF EXPENSES Cost of goods sold $890,745 --------- TOTAL $890,745 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| North America | Program Services | Grantmaking | $1,081,327 |
| Europe (Including Iceland and Greenland) | Program Services | Grantmaking | $2,517,633 |
| East Asia and the Pacific | Program Services | Grantmaking | $385,862 |
| Middle East and North Africa | Program Services | GRANTMAKING | $249,999 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $4,234,821 | SubtotalSpentAmt |
| Total Spent | $4,234,821 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (30 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | Program Support | $149,668 | check or wt | FMV |
| North America | Program Support | $149,987 | CHECK OR WT | FMV |
| Europe (Including Iceland and Greenland) | Program Support | $99,989 | CHECK OR WT | FMV |
| Europe (Including Iceland and Greenland) | Program Support | $99,990 | CHECK OR WT | FMV |
| Middle East and North Africa | Program Support | $100,000 | CHECK OR WT | FMV |
| North America | Program Support | $100,000 | CHECK OR WT | FMV |
| Europe (Including Iceland and Greenland) | Program Support | $100,000 | CHECK OR WT | FMV |
| North America | Program Support | $100,000 | CHECK OR WT | FMV |
| Europe (Including Iceland and Greenland) | Program Support | $100,000 | CHECK OR WT | FMV |
| Europe (Including Iceland and Greenland) | Program Support | $999,131 | CHECK OR WT | FMV |
| North America | Program Support | $144,784 | CHECK OR WT | FMV |
| Europe (Including Iceland and Greenland) | Program Support | $174,985 | CHECK OR WT | FMV |
| Europe (Including Iceland and Greenland) | Program Support | $174,240 | CHECK OR WT | FMV |
| Europe (Including Iceland and Greenland) | Program Support | $175,000 | CHECK OR WT | FMV |
| East Asia and the Pacific | Band Grant - Program Services | $33,000 | CHECK OR WT | FMV |
| Middle East and North Africa | Program Support | $149,999 | CHECK OR WT | FMV |
| Europe (Including Iceland and Greenland) | Program Support | $149,758 | CHECK OR WT | FMV |
| North America | Program Support | $115,070 | CHECK OR WT | FMV |
| North America | Program Support | $149,625 | CHECK OR WT | FMV |
| East Asia and the Pacific | Program Support | $108,820 | Check or WT | FMV |
| Europe (Including Iceland and Greenland) | Program Support | $118,872 | CHECK OR WT | FMV |
| North America | Program Support | $146,861 | CHECK OR WT | FMV |
| North America | Program Support | $175,000 | CHECK OR WT | FMV |
| Europe (Including Iceland and Greenland) | Program Support | $43,000 | CHECK OR WT | FMV |
| Europe (Including Iceland and Greenland) | Program Support | $90,000 | CHECK OR WT | FMV |
| Europe (Including Iceland and Greenland) | Program Support | $43,000 | CHECK OR WT | FMV |
| East Asia and the Pacific | Program Support | $50,000 | CHECK OR WT | FMV |
| East Asia and the Pacific | AARF-D Grant - Program Services | $175,000 | CHECK OR WT | FMV |
| East Asia and the Pacific | LEARN Grant - Program Services | $28,125 | CHECK OR WT | FMV |
| East Asia and the Pacific | General Research - Program Support | $99,737 | CHECK OR WT | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 30 | Total501c3OrgCnt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURE 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., IACUC, IRB, 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 connected 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). 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, any for-profit applicant is required to submit the Organization's financial statements. 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 | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 Hayden Ave Ste 300 | AddressLine1Txt |
| City | Lexington | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02421 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Mail&Email | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $52,519,911 | GrossReceiptsAmt |
| Retained By Contractor | $1,248,859 | RetainedByContractorAmt |
| Net To Organization | $51,271,052 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $52,519,911 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $1,248,859 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $51,271,052 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Part the Cloud | Event1Nm |
| Gross Receipts Event1 | $1,120,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $364,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $756,000 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $126,400 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $207,319 | EntertainmentEvent1Amt |
| Event2 | Sardi's | Event2Nm |
| Gross Receipts Event2 | $1,071,750 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $241,250 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $830,500 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $10,000 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $201,603 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $114,525 | EntertainmentEvent2Amt |
| Other Events Total | 19 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $3,049,662 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $847,656 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $2,202,006 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $496,962 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $115,739 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $689,538 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $443,126 | EntertainmentOtherEventsAmt |
| Gross Receipts Total | $5,241,412 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,452,906 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $3,788,506 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $496,962 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $125,739 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $1,017,541 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $764,970 | EntertainmentTotalEventsAmt |
| Direct Expense Summary Events | $2,405,212 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $1,383,294 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $18,420 | GrossRevenueOtherGamingAmt |
| Non Cash Prizes Other Gaming | $3,290 | NonCashPrizesOtherGamingAmt |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $18,420 | GrossRevenueTotalGamingAmt |
| Non Cash Prizes Total Gaming | $3,290 | NonCashPrizesTotalGamingAmt |
| Direct Expense Summary Gaming | $3,290 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $15,130 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | IL | StatesWhereGamingConductedCd |
| States Where Gaming Conducted | IA | StatesWhereGamingConductedCd |
| States Where Gaming Conducted | NE | StatesWhereGamingConductedCd |
| Licensed | Yes (true) | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (true) | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Individual With Books | Michelle Helton | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 N Michigan Ave 17th FlOOR | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606017633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | Lynne Carey - National Run Events | GamingManagerPersonNm |
| Gaming Manager Compensation | $600 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | Overall supervision and management | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule G, Part I, Line 2B, Box (III) | FormAndLineReferenceDesc |
| Explanation | FUNDRAISING 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; e-mail program management; budgeting management; and report 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. 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 national organization. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (119 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| The University of Tennessee Health Services Center | |||||||
| 62 S Dunlap Suite 300Y | Memphis | TN | 38163 | 626001636 | 501(C)(3) | $449,999 | Program Support |
| The Rector & Visitors of the Uni of VA | |||||||
| PO Box 400195 | Charlottesville | VA | 22904 | 546001796 | 501(C)(3) | $450,000 | Program Support |
| Duke University Medical Center | |||||||
| 2200 W Main St 820 | Durham | NC | 27705 | 560532129 | 501(C)(3) | $450,000 | Program Support |
| The University of Chicago | |||||||
| 5801 South Ellis Avenue | Chicago | IL | 60637 | 362177139 | 501(C)(3) | $450,000 | Program Support |
| American Brain Foundation | |||||||
| 203 Chicago Ave | Minneapolis | MN | 55415 | 430653611 | 501(C)(3) | $43,333 | Program Support |
| The Trustees of the Univ of Pennsylvania | |||||||
| 3451 Walnut Street | Philadelphia | PA | 19104 | 231352685 | 501(C)(3) | $599,961 | Program Support |
| Vanderbilt University | |||||||
| 1400 18th Avenue Southy | Nashville | TN | 37203 | 620476822 | 501(C)(3) | $689,386 | Program Support |
| University of South Florida | |||||||
| 3702 Spectrum Blvd 165 | Tampa | FL | 33612 | 593102112 | 501(C)(3) | $445,000 | Program Support |
| The Regents of the University of Michigan | |||||||
| 3003 S State St | Ann Arbor | MI | 481091274 | 386006309 | 501(C)(3) | $150,000 | Program Support |
| The Trustees of the Univ of Pennsylvania | |||||||
| 3451 W StFnkln Bldg | Philadelphia | PA | 19104 | 231352685 | 501(C)(3) | $150,000 | Program Support |
| Sanford-Burnham Medical Research Institute | |||||||
| 10901 NTP Rd | La Jolla | CA | 92037 | 510197108 | 501(C)(3) | $64,471 | Program Support |
| Sanford-Burnham Medical Research Institute | |||||||
| 10901 NTP Rd | La Jolla | CA | 92037 | 510197108 | 501(C)(3) | $52,722 | Program Support |
| Sanford-Burnham Medical Research Institute | |||||||
| 10901 NTP Rd | La Jolla | CA | 92037 | 510197108 | 501(C)(3) | $60,000 | Program Support |
| Sanford-Burnham Medical Research Institute | |||||||
| 10901 NTP Rd | La Jolla | CA | 92037 | 510197108 | 501(C)(3) | $64,471 | Program Support |
| University of California San Diego | |||||||
| 9500 G Dr Dept 0934 | La Jolla | CA | 92093 | 956006144 | 501(C)(3) | $57,000 | Program Support |
| University of California San Diego | |||||||
| 9500 G Dr Dept 0934 | La Jolla | CA | 92093 | 956006144 | 501(C)(3) | $55,000 | Program Support |
| University of California San Diego | |||||||
| 9500 G Dr Dept 0934 | La Jolla | CA | 92093 | 956006144 | 501(C)(3) | $57,224 | Program Support |
| University of California San Diego | |||||||
| 9500 G Dr Dept 0934 | La Jolla | CA | 92093 | 956006144 | 501(C)(3) | $32,249 | Program Support |
| Wake Forest University Health Sciences | |||||||
| Medical Ctr Blvd | WinstonSalem | NC | 30322 | 223849199 | 501(C)(3) | $100,000 | Program Support |
| University of California - Davis | |||||||
| 1850 R Pk Dr Ste 300Y | Davis | CA | 95618 | 946036494 | 501(C)(3) | $150,000 | Program Support |
| University of South Florida | |||||||
| 3702 Spect Blvd Ste 165 | Tampa | FL | 33612 | 593102112 | 501(C)(3) | $99,998 | Program Support |
| University of Miami | |||||||
| 1320 SD H ste 650Y | Coral Gables | FL | 33146 | 590624458 | 501(C)(3) | $100,000 | Program Support |
| The Regents of the University of California Berke | |||||||
| 2150 Sh Ave Ste 300 | Berkeley | CA | 94704 | 946002123 | 501(C)(3) | $100,000 | Program Support |
| Cleveland Clinic Foundation | |||||||
| 9500 Euclid Avenue | Cleveland | OH | 44195 | 340714585 | 501(C)(3) | $97,718 | Program Support |
| The Regents of the University of Michigan | |||||||
| 3003 S State Street | Ann Arbor | MI | 48109 | 386006309 | 501(C)(3) | $99,996 | Program Support |
| Columbia University Medical Center | |||||||
| 630 W 168th St Box 49Y | New York | NY | 10032 | 135598093 | 501(C)(3) | $100,000 | Program Support |
| Medical University of South Carolina | |||||||
| 19 H Ave Ste 606 | Charleston | SC | 29425 | 576000722 | 501(C)(3) | $99,960 | Program Support |
| Texas Tech University Health Sciences Ctr | |||||||
| 3601 4th St MS 6271 | Lubbock | TX | 79430 | 752668014 | 501(C)(3) | $99,952 | Program Support |
| Columbia University Medical Center | |||||||
| 630 W 168th St Box 49Y | New York | NY | 10032 | 135598093 | 501(C)(3) | $99,056 | Program Support |
| New York University School of Medicine | |||||||
| One P Ave6th Fl | New York | NY | 10016 | 135562308 | 501(C)(3) | $100,000 | Program Support |
| The University of Texas Health Science Ctr | |||||||
| PO Box 20036 | Houston | TX | 77225 | 741761309 | 501(C)(3) | $99,928 | Program Support |
| University of Massachusetts Medical School | |||||||
| 55 Lake Ave North | Worcester | MA | 01655 | 043167352 | 501(C)(3) | $100,000 | Program Support |
| New York State Institute for Basic Research in Dev | |||||||
| 1050 F Hill Rd | Staten Island | NY | 10314 | 114140842 | 501(C)(3) | $100,000 | Program Support |
| The University of Texas at Dallas | |||||||
| 800 W C Rd AD15 | Richardson | TX | 75080 | 751305566 | 501(C)(3) | $98,450 | Program Support |
| Columbia University Medical Center | |||||||
| 630 W 168th St Box 49 | New York | NY | 10032 | 135598093 | 501(C)(3) | $100,000 | Program Support |
| University of Colorado Denver AMC and DC | |||||||
| 13001 E17th PlRm W1126 | Aurora | CO | 80045 | 846000555 | 501(C)(3) | $1,000,000 | Program Support |
| Longeveron LLC | |||||||
| 1951 NW 7th Ave | Miami | FL | 33136 | 472174146 | 501(C)(3) | $1,000,000 | Program Support |
| The Regents of the University of California (Unive | |||||||
| 1850 R Park DrSte 300 | Davis | CA | 95618 | 946036494 | 501(C)(3) | $990,440 | Program Support |
| Massachusetts General Hospital | |||||||
| 101 Huntington Ave | Boston | MA | 02199 | 042697983 | 501(C)(3) | $174,420 | Program Support |
| University of California Davis | |||||||
| 1850 R Pk Dr Ste 300 | Davis | CA | 95618 | 946036494 | 501(C)(3) | $174,935 | Program Support |
| Brigham and Women's Hospital Inc | |||||||
| 75 Francis Street | Boston | MA | 02115 | 104231290 | 501(C)(3) | $174,980 | Program Support |
| Boston VA Research Institute Inc | |||||||
| 150 S Hu Ave R 151B | Boston | MA | 02130 | 043081524 | 501(C)(3) | $175,000 | Program Support |
| Feinstein Institute for Medical Research | |||||||
| 350 Community Dr | Manhasset | NY | 11030 | 112673595 | 501(C)(3) | $174,066 | Program Support |
| Beth Israel Deaconess Medical Center | |||||||
| 330 Bln Ave E/BR 264 | Boston | MA | 02215 | 042103881 | 501(C)(3) | $174,293 | Program Support |
| Washington University in StLouis | |||||||
| One BDr C Box 1054 | St Louis | MO | 63130 | 430653611 | 501(C)(3) | $174,999 | Program Support |
| The Regents of the University of California (Irvin | |||||||
| 5171 California Avenue | Irvine | CA | 92697 | 952226406 | 501(C)(3) | $174,998 | Program Support |
| University of California San Diego | |||||||
| 9500 Gilman Drive | La Jolla | CA | 92093 | 956006144 | 501(C)(3) | $175,000 | Program Support |
| University of California San Francisco | |||||||
| 3333 CA St | San Francisco | CA | 94118 | 946036493 | 501(C)(3) | $145,000 | Program Support |
| Trustees of Boston University B U Medical Campus | |||||||
| 85 E N St M-921 | Boston | MA | 02118 | 104210354 | 501(C)(3) | $175,000 | Program Support |
| Arizona State University | |||||||
| PO Box 876011 | Tempe | AZ | 85287 | 860196696 | 501(C)(3) | $175,000 | Program Support |
| The Regents of the University of California (Irvin | |||||||
| 5171 Ca Ave | Irvine | CA | 92697 | 952226406 | 501(C)(3) | $175,000 | Program Support |
| Northwestern University - Chicago Campus | |||||||
| 750 N Lake Sh Dr | Chicago | IL | 60611 | 362167817 | 501(C)(3) | $175,000 | Program Support |
| Wake Forest University Health Sciences | |||||||
| Med Ctr Blvd | WinstonSalem | NC | 27157 | 223849199 | 501(C)(3) | $174,479 | Program Support |
| University of California San Francisco | |||||||
| 3333 Ca St | San Francisco | CA | 94118 | 946036493 | 501(C)(3) | $175,000 | Program Support |
| The Regents of the University of California (Irvin | |||||||
| 5171 Ca Ave | Irvine | CA | 92697 | 952226406 | 501(C)(3) | $175,000 | Program Support |
| The Trustees of the Univ of Pennsylvania | |||||||
| 3451 W St | Philadelphia | PA | 19104 | 231352685 | 501(C)(3) | $174,709 | Program Support |
| University of California San Francisco | |||||||
| 3333 Ca St | San Francisco | CA | 94118 | 946036493 | 501(C)(3) | $175,000 | Program Support |
| Indiana University (Bloomington) | |||||||
| 509 E 3rd St | Bloomington | IN | 47401 | 356001673 | 501(C)(3) | $175,000 | Program Support |
| Boston VA Research Institute Inc | |||||||
| 150 S H Ave | Boston | MA | 02130 | 043081524 | 501(C)(3) | $175,000 | Program Support |
| Beth Israel Deaconess Medical Center | |||||||
| 330 Brln Ave | Boston | MA | 02215 | 042103881 | 501(C)(3) | $175,000 | Program Support |
| Washington University School of Med | |||||||
| One Brookings Dr | St Louis | MO | 63130 | 430653611 | 501(C)(3) | $145,000 | Program Support |
| University of Colorado Anschutz Med Campus | |||||||
| Anschutz MedBldg 500 | Aurora | CO | 80045 | 846000555 | 501(C)(3) | $145,000 | Program Support |
| Texas A&M University Health Science Center | |||||||
| 400 Harvey MPS | College Station | TX | 77845 | 742907553 | 501(C)(3) | $145,000 | Program Support |
| Baylor College of Medicine | |||||||
| One Baylor Pl | Houston | TX | 77030 | 741613878 | 501(C)(3) | $174,501 | Program Support |
| Arizona Board of Regents for and on behalf of Ariz | |||||||
| PO Box 2260 | Tempe | AZ | 85280 | 866051042 | 501(C)(3) | $174,999 | Program Support |
| Washington University in StLouis | |||||||
| One Brookings Dr | St Louis | MO | 63130 | 430653611 | 501(C)(3) | $150,000 | Program Support |
| University of Florida | |||||||
| 219 Grinter Hall | Gainesville | FL | 32611 | 596002052 | 501(C)(3) | $150,000 | Program Support |
| University of California Davis | |||||||
| 1850 Research Park Dr | Davis | CA | 95618 | 946036494 | 501(C)(3) | $120,000 | Program Support |
| The University of Texas at Dallas | |||||||
| 800 W Campbell Rd | Richardson | TX | 75080 | 751305566 | 501(C)(3) | $149,985 | Program Support |
| University of California San Francisco | |||||||
| 3333 Ca St Ste 315 | San Francisco | CA | 94118 | 946036493 | 501(C)(3) | $120,000 | Program Support |
| University of California San Francisco | |||||||
| 3333 Ca St Ste 315 | San Francisco | CA | 94118 | 946036493 | 501(C)(3) | $120,000 | Program Support |
| University of North Texas at Fort Worth | |||||||
| 3500 Camp Bowie Blvd | Fort Worth | TX | 76107 | 756064033 | 501(C)(3) | $117,896 | Program Support |
| Case Western Reserve University | |||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | 341018992 | 501(C)(3) | $149,998 | Program Support |
| Icahn School of Medicine at Mount Sinai | |||||||
| 1 Gustave Levy Place | New York | NY | 10029 | 136171197 | 501(C)(3) | $120,000 | Program Support |
| Emory University | |||||||
| 1599 Clifton Rd NE | Atlanta | GA | 30322 | 580566256 | 501(C)(3) | $150,000 | Program Support |
| New York University School of Medicine | |||||||
| One Park Ave6th Fl | New York | NY | 10016 | 135562308 | 501(C)(3) | $150,000 | Program Support |
| State University of New York Buffalo | |||||||
| 402 Crofts Hall | Buffalo | NY | 14260 | 141368361 | 501(C)(3) | $149,970 | Program Support |
| Case Western Reserve University | |||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | 341018992 | 501(C)(3) | $150,000 | Program Support |
| University of South Florida | |||||||
| 3702 Spectrum Blvd | Tampa | FL | 33612 | 593102112 | 501(C)(3) | $149,998 | Program Support |
| Trustees of Boston University B U Medical Campus | |||||||
| 85 EN St M-921 | Boston | MA | 02118 | 104210354 | 501(C)(3) | $118,673 | Program Support |
| University of South Carolina - USC | |||||||
| 1600 HampSt Ste 414 | Columbia | SC | 29208 | 576001153 | 501(C)(3) | $117,253 | Program Support |
| The Regents of the University of California (Irvin | |||||||
| 5171 California Avenue | Irvine | CA | 92697 | 952226406 | 501(C)(3) | $170,000 | Program Support |
| The University of California Irvine | |||||||
| 5171 California Avenue | Irvine | CA | 92697 | 952226406 | 501(C)(3) | $174,999 | Program Support |
| University of Pittsburgh | |||||||
| 123 University Place | Pittsburgh | PA | 15213 | 250965591 | 501(C)(3) | $175,000 | Program Support |
| The Trustees of the Univ of Pennsylvania | |||||||
| 3451 Walnut Street | Philadelphia | PA | 19104 | 231352685 | 501(C)(3) | $175,000 | Program Support |
| The Regents of the University of California Santa | |||||||
| 3227 Cheadle Hall | Santa Barbara | CA | 93106 | 966006145 | 501(C)(3) | $174,999 | Program Support |
| Medical University of South Carolina | |||||||
| 19 H Ave Ste 606 | Charleston | SC | 29425 | 576000722 | 501(C)(3) | $150,000 | Program Support |
| Fordham University | |||||||
| 441 E Ford Rd DE 340 | Bronx | NY | 10458 | 131740451 | 501(C)(3) | $150,000 | Program Support |
| Washington University in St Louis | |||||||
| One Br Dr Box 1054 | St Louis | MO | 63130 | 430653611 | 501(C)(3) | $522,233 | Program Support |
| American College of Radiology | |||||||
| 1891 P White Dr | Reston | VA | 20191 | 136226160 | 501(C)(3) | $200,000 | Program Support |
| SPINES Symposium InstituteUniversity of Chicago | |||||||
| 5801 South Ellis Avenue | Chicago | IL | 60637 | 362177139 | 501(C)(3) | $10,000 | Program Support |
| University of Southern California | |||||||
| 3720 S Flower Street | Los Angeles | CA | 90089 | 951642394 | 501(C)(3) | $457,000 | Program Support |
| Massachusetts General Hospital | |||||||
| 101 Huntington Avenue | Boston | MA | 02199 | 042697983 | 501(C)(3) | $96,250 | Program Support |
| Research Foundation of SUNY - Stony Brook | |||||||
| Offof Programs | Stony Brook | NY | 11794 | 141368361 | 501(C)(3) | $41,554 | Program Support |
| Johns Hopkins University | |||||||
| 12529 Col Ctr Dr | Chicago | IL | 60693 | 520595110 | 501(C)(3) | $65,245 | Program Support |
| University of Texas - Houston | |||||||
| PO Box 20036 | Houston | TX | 77225 | 741761309 | 501(C)(3) | $10,000 | Program Support |
| Boston University | |||||||
| 85 East N St M-921 | Boston | MA | 02118 | 104210354 | 501(C)(3) | $10,000 | Program Support |
| Banner Alzheimer's Foundation | |||||||
| 101 Huntington Avenue | Boston | MA | 02199 | 042697983 | 501(C)(3) | $750,000 | Program Support |
| University of Southern California | |||||||
| 3720 S Flower Street | Los Angeles | CA | 90089 | 951642394 | 501(C)(3) | $140,693 | Program Support |
| University of Southern California | |||||||
| 3720 S Flower Street | Los Angeles | CA | 90089 | 951642394 | 501(C)(3) | $457,000 | Program Support |
| Brigham and Women's Hospital Inc | |||||||
| 75 Francis Street | Boston | MA | 02115 | 104231290 | 501(C)(3) | $10,000 | Program Support |
| University of California Davis | |||||||
| 1850 Res Pk Dr | Davis | CA | 95618 | 946036494 | 501(C)(3) | $9,560 | Program Support |
| Washington University in St Louis | |||||||
| One Brookngs Dr | St Louis | MO | 63130 | 430653611 | 501(C)(3) | $143,546 | Program Support |
| Washington University in St Louis | |||||||
| One Brookngs Dr | St Louis | MO | 63130 | 430653611 | 501(C)(3) | $454,508 | Program Support |
| Washington University in St Louis | |||||||
| One Brookngs Dr | St Louis | MO | 63130 | 430653611 | 501(C)(3) | $100,000 | Program Support |
| Central and Western Kansas Chapter | |||||||
| 1820 E D Ave | Wichita | KS | 67214 | 205107941 | 501(C)(3) | $23,082 | Program Support |
| Colorado Chapter | |||||||
| 455 Sherman St | Denver | CO | 80203 | 840908354 | 501(C)(3) | $27,630 | Program Support |
| Connecticut Chapter | |||||||
| 2075 SD Hwy | Rocky Hill | CT | 06067 | 421540769 | 501(C)(3) | $20,000 | Program Support |
| Desert Southwest Chapter | |||||||
| 1028 E McDowell Rd | Phoenix | AZ | 85006 | 860402582 | 501(C)(3) | $27,450 | Program Support |
| Heart of America Chapter | |||||||
| 3846 W 75th St | Prairie Village | KS | 66208 | 480934474 | 501(C)(3) | $15,000 | Program Support |
| Houston and Southeast Texas Chapter | |||||||
| 2242 W Holcombe | Houston | TX | 77030 | 742198685 | 501(C)(3) | $18,400 | Program Support |
| MassachusettsNew Hampshire Chapter | |||||||
| 480 Pleasant St | Watertown | MA | 02472 | 042731194 | 501(C)(3) | $50,357 | Program Support |
| Minnesota North Dakota Chapter | |||||||
| 7900 W 78th St | Minneapolis | MN | 55426 | 411361624 | 501(C)(3) | $63,725 | Program Support |
| New Mexico Chapter | |||||||
| 9500 Mont Blvd NE | Albuquerque | NM | 87111 | 850287820 | 501(C)(3) | $24,000 | Program Support |
| Northern California and Nevada Chapter | |||||||
| 1060 La Avenida St | Mountain View | CA | 94043 | 942897949 | 501(C)(3) | $155,163 | Program Support |
| St Louis Chapter | |||||||
| 9370 Olive Blvd | St Louis | MO | 63132 | 431237069 | 501(C)(3) | $7,500 | Program Support |
| Western Carolina Chapter | |||||||
| 3800 Shamrock Dri | Charlotte | NC | 28215 | 561440727 | 501(C)(3) | $12,000 | Program Support |
| Coalition of NYS Alzheimer's | |||||||
| 4 Pine West Plaza Ste 405 | Albany | NY | 12205 | 134076596 | 501(C)(3) | $6,451 | Program Support |
| Alzheimer's Impact Movement | |||||||
| 225 N Michigan Ave | Chicago | IL | 60601 | 271961435 | 501(c)(4) | $1,618,764 | Program Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 119 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURE 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., IACUC, IRB, 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 connected 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). 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, any for-profit applicant is required to submit the Organization's financial statements. 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 2016 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HARRY JOHNS | ||||||||||||||
| President & CEO | $694,450 | $33,773 | $139,260 | $0 | $1,389 | $0 | $229,150 | $0 | $21,518 | $0 | $1,085,767 | $33,773 | $0 | $0 |
| RICHARD HOVLAND | ||||||||||||||
| COO/CFO | $373,530 | $541 | $105,660 | $0 | $2,235 | $0 | $66,650 | $0 | $30,123 | $0 | $578,198 | $541 | $0 | $0 |
| ANGELA GEIGER THRU 242016 | ||||||||||||||
| CHIEF STRATEGY OFFICER | $430,886 | $0 | $122,310 | $0 | $323 | $0 | $79,150 | $0 | $18,954 | $0 | $651,623 | $0 | $0 | $0 |
| Maria Carrillo | ||||||||||||||
| Chief Science Officer | $318,080 | $0 | $94,000 | $0 | $484 | $0 | $54,150 | $0 | $5,101 | $0 | $471,815 | $0 | $0 | $0 |
| Robert Egge | ||||||||||||||
| Chief Public Policy Officer | $292,944 | $19,451 | $99,000 | $0 | $484 | $0 | $54,150 | $0 | $28,160 | $0 | $474,738 | $19,451 | $0 | $0 |
| Scott Gardner | ||||||||||||||
| Chief Chap. Relations Officer | $258,349 | $0 | $75,000 | $0 | $1,101 | $0 | $29,150 | $0 | $12,633 | $0 | $376,233 | $0 | $0 | $0 |
| Donna McCullough | ||||||||||||||
| Chief Development Officer | $274,665 | $0 | $52,530 | $0 | $898 | $0 | $29,150 | $0 | $14,681 | $0 | $371,924 | $0 | $0 | $0 |
| Christine Foh | ||||||||||||||
| VP, Legal & General Counsel | $203,359 | $584 | $29,580 | $0 | $1,504 | $0 | $24,990 | $0 | $10,697 | $0 | $270,130 | $584 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | TRAVEL FOR COMPANIONS At times a board member with early on-set 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 4B SUPPLEMENTAL 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 year 2015 was $150,000. The accrual is part of a multi-year benefit which will become vested in 2017. There were no additional amounts accrued or reported for Harry Johns, Angela Geiger, or Richard Hovland related to a 457(b) plan in calendar year 2015. SCHEDULE J, PART II, COLUMN (B) (II) SUPPLEMENTAL COMPENSATION INFORMATION HARRY JOHNS RECEIVED PERFORMANCE BASED INCENTIVE COMPENSATION OF $139,260 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 2015 AND WAS PAID IN CALENDAR YEAR 2015. |
| SCHEDULE J, PART II, COLUMN (B) (III) | SUPPLEMENTAL COMPENSATION INFORMATION: OTHER REPORTABLE COMPENSATION Harry Johns, Angela Geiger, and Richard Hovland all 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, and Christine Foh also receive the life insurance benefit. Richard Hovland and Donna McCullough 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 of $229,150 is comprised of the following: - Employer contributions to the qualified broad-based 401(k) retirement plan - $29,150; - Employer accrual of retirement benefit to a supplemental retirement account under the previously discussed 457(f) - $150,000 - Retention Incentive Accrual which was not paid as of December 31, 2015, but which is tied to multi-year vesting through June 30,2017, payable November 1, 2017. Richard Hovland and Angela Geiger - Retirement and other deferred compensation include employer contribution to a qualified 401(k) plan and a retention incentive accrual which was not paid as of December 31, 2015, but which is tied to specific multi-year vesting requirements through June 30, 2017. Robert Egge and Maria Carrillo - Retirement and other deferred compensation include employer contribution to a qualified 401(k) plan and a retention incentive accrual which was not paid as of December 31, 2015, but which is tied to specific multi-year vesting requirements through June 30, 2018. Donna McCullough, Scott Gardner, 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 $21,518 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 2015 through the benefit offerings available to all other benefits-eligible employees at our organization. The amounts represented for Richard Hovland, Angela Geiger, Robert Egge, Maria Carrillo, Donna McCullough, Scott Gardner 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TANDEM SOLUTIONS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $462,830 | TransactionAmt |
| Transaction | INDEPENDENT CONTRACTOR | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part IV | FormAndLineReferenceDesc |
| Explanation | Description of Business Transactions Involving Interested Persons Joseph McCafferty, board member of Alzheimers Association, resigned on July 7th, 2016. Following his resignation, Mr. McCafferty's company, tandem solutions, was engaged as an independent contractor. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 433 | ContributionCnt |
| Noncash Contributions Rpt F990 | $164,078 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost/Selling Price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 196 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,235,423 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost/Selling Price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Various Non-Cash Items | 417 | $172,175 | Fair Market Value |
| Yes (X) | Gala-Related NonCash Item | 357 | $324,787 | Fair Market Value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, LINE 25 AND LINE 32B | FormAndLineReferenceDesc |
| Explanation | THIRD 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 (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1 | Organization'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. THE ALZHEIMER'S ASSOCIATION HAS 81 CHAPTERS WORKING TOGETHER TO ACCOMPLISH THE MISSION. THE NATIONAL ORGANIZATION IS HEADQUARTERED IN CHICAGO, AND HAS A PUBLIC POLICY OFFICE IN WASHINGTON, D.C. THE ALZHEIMER'S ASSOCIATION PROVIDES 24/7 CONSTITUENT SUPPORT THROUGH A HELPLINE 365 DAYS A YEAR (1.800.272.3900) AND OUR WEB SITE, 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 $375 MILLION TO MORE THAN 2,400 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"). Form 990, Part III, Line 4d OTHER 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 ASSOCIATES 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 300,000 CALLS. THE ASSOCIATION'S WEBSITE (WWW.ALZ.ORG) RECEIVES more than 41 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. * INDICATED NAMES THAT ARE TRADEMARKS OF THE ALZHEIMER'S ASSOCIATION. EXPENSES: $53,871,600 GRANTS: $ 1,676,704 REVENUES: NONE Form 990, Part VI, Line 1a Governing 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; and identifying significant issues as that term is defined in Article IX which require consideration by the Association Assembly as described in the same Article and receiving, on behalf of the Board, the Association Assembly's suggestions and recommendations for Board consideration or action. At each of its annual meetings, the Board of Directors by duly adopted resolution shall elect an Executive Committee consisting of not less than eleven or more than fifteen Directors. The Chair, Chair Elect, Vice Chairs, Secretary, Treasurer, Chairs of the Standing Committees and Chairs of the following Committees: Chapter Relations, Development, Diversity and Inclusion, Program, and Public Policy, 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 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 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 AFFILIATE 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 ALZHEIMER'S ASSOCIATION SERVES AND REFLECTS DIVERSE COMMUNITIES, SHALL WORK WITH THE NATIONAL 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, 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. the opportunity to comment before the Form 990 is filed. |
| Form 990, Part VI, Line 12c | Conflict of Interest Policy Monitoring & Enforcement The Alzheimer's Association conflict of interest policy is described in Article XVII, Section 2 of the organizational bylaws. The responsibility for disclosing any known or reasonably foreseen actual or potential conflicts of interest shall be upon 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 XVII, Section 2 of the bylaws, interested persons or chapter representative 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 or chapter representative 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 or chapter 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 from a chapter 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 or representative from a chapter concerning whom the doubt has arisen. Copies of the Alzheimer's Association bylaws, including the conflict of interest policy, are provided to all Board Directors no less than annually. Board Director disclosure statements are submitted no less than annually. Potential conflicts disclosed by Board Directors or candidates for election to the Board are reviewed by the Governance and Nominating Committee, which reports no less than annually on its review to the full Board. As documented in the meeting minutes, 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 & 15b | PROCESS 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 2015. 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 360 feedback 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, 360 review 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 2016, 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, SECTION C, LINE 18 | HOW 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, Section C, Line 18 | 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 9 | OTHER CHANGE IN NET ASSETS OR FUND BALANCE Acquisition of dissolved chapters $1,574,357 CHANGE IN PERPETUAL TRUST $(692,406) Change in split interest $(573,911) Bad Debt $(467,011) ------------ TOTAL $(158,971) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Alzheimer's Impact Movement (AIM) | ||||||||||||
| 225 North Michigan Ave Suite | Chicago | IL | 60601 | 271961435 | SOC Welfare | IL | 501C4 | Alz Assoc | Yes (true) | |||
| Alz Dis & Rel Disordr Assn of Canada | ||||||||||||
| 999999999 | PUB CHAR | CA | 501C3 | Alz Assoc | Yes (true) | 181 Bay St Brookfield PL M5J 2 | Toronto, Ontario | CA | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Alzheimer's Impact Movement | ||
| B | $1,618,764 | FMV |
| Alzheimer's Impact Movement | ||
| O | $54,349 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part V, Line 2 | FormAndLineReferenceDesc |
| Explanation | AMOUNT INVOLVED IN RELATIONSHIP The Alzheimer's Association granted funds to Alzheimer's Impact Movement (AIM) for public policy division activities in fiscal year 2016 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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