ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC (EIN 13-3039601)
Tax period
2014-07-01 to 2015-06-30
Filed
2015-12-14
IRS object ID
201533489349300518
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-12-14T09:39:09-06:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1171 N CLARK ST SUITE 200AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133039601EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Alzheimer's Disease & Related DisordersBusinessNameLine1Txt
Business Name Line2Association IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% RICHARD HOVLAND COO/CFOInCareOfNm
Business Name ControlALZHBusinessNameControlTxt
Phone3123358700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1225 N Michigan Ave 17th FloorAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606017633ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHELLE HELTONPersonNm
Person TitleVP OF FINANCIAL OPERATIONSPersonTitleTxt
Phone3123358700PhoneNum
Signature2015-12-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBridget T RochePreparerPersonNm
PTINP00666837PTIN
Phone3128560200PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1Alzheimer's AssociationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerRichard HovlandPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1225 N Michigan AveAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606017633ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$185,768,464GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Group Exemption9334GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.alz.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1980FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionEliminate Alzheimer's disease through the advancement of research, provide & enhance care & support for all aff- ected & reduce the risk of dementia through promotion of brain health.ActivityOrMissionDesc
Voting Members Governing Body32VotingMembersGoverningBodyCnt
Voting Members Independent32VotingMembersIndependentCnt
Total Employee698TotalEmployeeCnt
Total Volunteers6612TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$120,547,521PYContributionsGrantsAmt
CY Contributions Grants$149,718,313CYContributionsGrantsAmt
PY Program Service Revenue$4,350,928PYProgramServiceRevenueAmt
CY Program Service Revenue$4,363,958CYProgramServiceRevenueAmt
PY Investment Income$2,334,371PYInvestmentIncomeAmt
CY Investment Income$3,139,806CYInvestmentIncomeAmt
PY Other Revenue$3,965,656PYOtherRevenueAmt
CY Other Revenue$4,570,519CYOtherRevenueAmt
PY Total Revenue$131,198,476PYTotalRevenueAmt
CY Total Revenue$161,792,596CYTotalRevenueAmt
PY Grants And Similar Paid$15,601,943PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$18,704,419CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$45,312,720PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$50,455,090CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$142,353PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$1,193,976CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$22,889,337CYTotalFundraisingExpenseAmt
PY Other Expenses$61,593,597PYOtherExpensesAmt
CY Other Expenses$72,500,917CYOtherExpensesAmt
PY Total Expenses$122,650,613PYTotalExpensesAmt
CY Total Expenses$142,854,402CYTotalExpensesAmt
PY Revenues Less Expenses$8,547,863PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$18,938,194CYRevenuesLessExpensesAmt
Total Assets BOY$161,616,574TotalAssetsBOYAmt
Total Assets EOY$180,989,817TotalAssetsEOYAmt
Total Liabilities BOY$56,911,456TotalLiabilitiesBOYAmt
Total Liabilities EOY$56,639,402TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$104,705,118NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$124,350,415NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ALZHEIMER'S ASSOCIATION IS THE LEADING VOLUNTARY HEALTH ORGANIZATION IN ALZHEIMER CARE, SUPPORT, AND RESEARCH. 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 AWMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$40,511,797ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescPublic Awareness and Education - Alzheimer's is a progressive, degenerative and ultimately fatal disease. Too few Americans understand the current and future economic impact of Alzheimer's. Already more than 5 million Americans are living with Alzheimer's and as many as 15 million people are providing unpaid care and support. And this massive group is in need of information and resources. The Alzheimer's Association has invested in education campaigns and initiatives to increase knowledge about Alzheimer's disease and awareness of the Alzheimer's Association as the center of help and hope. 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: $40,511,797 GRANTS: NONE REVENUES: NONEDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$28,910,110ExpenseAmt
Grant$16,384,937GrantAmt
Revenue$4,080,239RevenueAmt
DescResearch - The Alzheimer's Association is on the forefront of the Alzheimer's scientific field, globally connecting researchers in the quest to find methods of treatment, prevention and a cure. The Alzheimer's Association implements an aggressive global research and science program strategically designed to accelerate progress by fostering innovation, identifying and closing critical knowledge gaps, developing and disseminating tools, and nurturing scientific talent. The Alzheimer's Association has been a catalyst and convener for more than 30 years. Whether funding innovative grants to help further treatments and discovery, hosting the Alzheimer's Association International Conference (AAIC*), the world's largest gathering of Alzheimer's researchers, or leading endeavors like the Worldwide Alzheimer's Disease Neuroimaging Initiative (WW-ADNI) to accelerate advances in imaging, the Alzheimer's Association seeks to fund and advance best-in-class research and works with collaborators around the globe from all sectors to hasten this progress. * These are names that are trademarks to Alzheimer's Association EXPENSES: $28,910,110 GRANTS: $16,384,937 REVENUES: $ 4,080,239Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$10,979,724ExpenseAmt
Grant$305,800GrantAmt
Revenue$283,719RevenueAmt
DescChapter 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
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$29,465,018TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$2,013,682TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$109,866,649TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesYes (true)GamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document210IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee698EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members32GoverningBodyVotingMembersCnt
Independent Voting Member32IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTXStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonRICHARD HOVLAND COOCFOPersonNm
Phone3123355771PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1225 N MICHIGAN AVENUEAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606017633ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (49 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Stewart Putnam
Chair, Exec. Comm., Director12.00.0Yes (X)Yes (X)$0$0$0
Christopher Binkley
Vice Chair, Exec. Comm., Dir.12.00.0Yes (X)Yes (X)$0$0$0
Deborah Jones
Secretary, Exec. Comm., Dir.10.00.0Yes (X)Yes (X)$0$0$0
Thomas J Winkel
Treasurer, Exec. Comm., Dir.10.00.0Yes (X)Yes (X)$0$0$0
Bill Buechele
Director and Exec Committee5.00.0Yes (X)$0$0$0
Jack Faer
Director and Exec Committee5.00.0Yes (X)$0$0$0
Marlana Geha PhD
Director and Exec Committee5.00.0Yes (X)$0$0$0
David Goltermann
Director and Exec Committee5.00.0Yes (X)$0$0$0
Louis Holland Jr
Director and Exec Committee5.00.0Yes (X)$0$0$0
William E Klunk MD PhD
Director and Exec Committee5.00.0Yes (X)$0$0$0
Jacqueline Kouri
Director and Exec Committee5.00.0Yes (X)$0$0$0
Margaret Noel MD
Director and Exec Committee5.00.0Yes (X)$0$0$0
Ronald Petersen MD PhD
Director and Exec Committee5.00.0Yes (X)$0$0$0
Kimberly Reed
Director and Exec Committee5.00.0Yes (X)$0$0$0
Carl E Tuerk Jr
Director and Exec Committee5.00.0Yes (X)$0$0$0
Electa Anderson
Director5.00.0Yes (X)$0$0$0
Anna Catalano
Director5.00.0Yes (X)$0$0$0
Deborah Garrett
Director5.00.0Yes (X)$0$0$0
James Grossmann
Director5.00.0Yes (X)$0$0$0
Verna Jones-Rodwell
Director5.00.0Yes (X)$0$0$0
Diana Kerwin MD
Director5.00.0Yes (X)$0$0$0
Joseph McCafferty
Director5.00.0Yes (X)$0$0$0
Ralph Nixon MD PhD
Director5.00.0Yes (X)$0$0$0
Cecile Perich
Director5.00.0Yes (X)$0$0$0
Patrick Peyton
Director5.00.0Yes (X)$0$0$0
Deborah A Randall Esq
Director5.00.0Yes (X)$0$0$0
Brian Richardson
Director5.00.0Yes (X)$0$0$0
Alan Silverglat
Director5.00.0Yes (X)$0$0$0
David Simbro
Director5.00.0Yes (X)$0$0$0
Stan G Thurston
Director5.00.0Yes (X)$0$0$0
Joan Uronis
Director5.00.0Yes (X)$0$0$0
Paul Wexler
Director5.00.0Yes (X)$0$0$0
Gerald Sampson thru 101114
Chair, Exec. Comm., Director10.00.0Yes (X)$0$0$0
David Moscow
Director (thru 10/11/14)5.00.0Yes (X)$0$0$0
Scott Russel EdD
Director (thru 10/11/14)5.00.0Yes (X)$0$0$0
Robert K Burke
Director (thru 9/27/14)5.00.0Yes (X)$0$0$0
Laurie Burrows Grad
Director (thru 10/11/14)5.00.0Yes (X)$0$0$0
Matthew Furman
Director (Thru 3/4/15)5.00.0Yes (X)$0$0$0
Elizabeth Gelfand Stearns
Director (thru 10/17/14)5.00.0Yes (X)$0$0$0
Jeffrey Maloney
Director (Thru 3/23/15)5.00.0Yes (X)$0$0$0
Jerome H Stone
Fdng Pres Hon Chair (Thru 1/1)5.00.0Yes (X)$0$0$0
HARRY JOHNS
President & CEO60.01.6Yes (X)$775,351$37,475$249,323
RICHARD HOVLAND
COO/CFO60.00.1Yes (X)$423,164$756$95,370
ANGELA GEIGER
CHIEF STRATEGY OFFICER60.00.0$506,537$158$96,738Yes (X)
Maria Carrillo
Chief Science Officer60.00.0$353,599$0$58,657Yes (X)
Robert Egge
Chief Public Policy Officer60.02.5$331,170$25,294$80,005Yes (X)
Scott Gardner
Chief Chap. Relations Officer60.00.0$295,227$92$40,303Yes (X)
Donna McCullough
VP - Mass Market & Corp Dev60.00.0$302,515$80$50,362Yes (X)
Beth Kallmyer
VP - Constituent Services60.00.0$215,377$60$32,284Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,202,940TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$63,915TotReportableCompRltdOrgAmt
Total Other Compensation$703,042TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K94IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Olson Co Inc
420 North Fifth St Ste 1000MINNEAPOLISMN55401Advertising & Media$13,309,654
Alaniz
425 N Iris StreetMT PLEASANTIA52641Print/Letter Shop$8,521,465
Webb Mason
PO Box 62414BALTIMOREMD21264Print/Letter Shop$2,445,659
Thompson Habib Denison
80 Hayden Avenue Ste 300LEXINGTONMA02421Consultant$1,494,298
Blackbaud-GA
PO Box 930256ATLANTAGA311930256Mail Distributors$1,335,057
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K85CntrctRcvdGreaterThan100KCnt
Membership Dues$315,002MembershipDuesAmt
Fundraising$750,225FundraisingAmt
Government Grants$3,275,674GovernmentGrantsAmt
All Other Contributions$145,377,412AllOtherContributionsAmt
Noncash Contributions$4,076,092NoncashContributionsAmt
Total Contributions$149,718,313TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PROGRAM CONFERENCES611710$3,820,809$3,820,809
JOURNAL511120$259,430$259,430
CAREGIVER TRAINING611710$142,062$142,062
SAFE RETURN REGISTRATION FEES611710$141,657$141,657
FieldValueIRS element (for citing)
Total Program Service Revenue$4,363,958TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,817,512TotalRevenueColumnAmt
Exclusion$2,817,512ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$237,511TotalRevenueColumnAmt
Exclusion$237,511ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

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

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

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

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$21,563,766SecuritiesAmt
Other$14,849OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$21,237,594SecuritiesAmt
Other$18,727OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$326,172SecuritiesAmt
Other-$3,878OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$322,294TotalRevenueColumnAmt
Exclusion$322,294ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$3,254,575FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$750,225ContriRptFundraisingEventAmt
Fundraising Direct Expenses$1,919,899FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,334,676TotalRevenueColumnAmt
Exclusion$1,334,676ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$59,188GamingGrossIncomeAmt
Gaming Direct Expenses$15,885GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$43,303TotalRevenueColumnAmt
Exclusion$43,303ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$1,238,720GrossSalesOfInventoryAmt
Cost Of Goods Sold$783,763CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$454,957TotalRevenueColumnAmt
Related Or Exempt Func Income$153,928RelatedOrExemptFuncIncomeAmt
Exclusion$301,029ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
CHAPTER LICENSING & MAINTENANCE900099$1,297,356$1,297,356
AFFILIATE REVENUE900099$1,047,220$1,047,220
OTHER REVENUE900099$155,496$155,496
FieldValueIRS element (for citing)
Other Revenue Total$2,500,072OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$161,792,596TotalRevenueColumnAmt
Related Or Exempt Func Income$4,517,886RelatedOrExemptFuncIncomeAmt
Exclusion$7,556,397ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$16,882,384TotalAmt
Program Services$16,882,384ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$1,822,035TotalAmt
Program Services$1,822,035ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,226,192TotalAmt
Program Services$1,432,029ProgramServicesAmt
Management And General$433,301ManagementAndGeneralAmt
Fundraising$360,862FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$38,369,510TotalAmt
Program Services$27,140,138ProgramServicesAmt
Management And General$2,724,070ManagementAndGeneralAmt
Fundraising$8,505,302FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$6,071,121TotalAmt
Program Services$4,338,553ProgramServicesAmt
Management And General$436,291ManagementAndGeneralAmt
Fundraising$1,296,277FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,620,557TotalAmt
Program Services$2,670,290ProgramServicesAmt
Management And General$239,753ManagementAndGeneralAmt
Fundraising$710,514FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$167,710TotalAmt
Program Services$121,235ProgramServicesAmt
Management And General$11,230ManagementAndGeneralAmt
Fundraising$35,245FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$564,624TotalAmt
Program Services$304,488ProgramServicesAmt
Management And General$50,820ManagementAndGeneralAmt
Fundraising$209,316FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$127,315TotalAmt
Program Services$81,729ProgramServicesAmt
Management And General$30,322ManagementAndGeneralAmt
Fundraising$15,264FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$362,650TotalAmt
Program Services$362,650ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$1,193,976TotalAmt
Fundraising$1,193,976FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$143,575TotalAmt
Program Services$143,575ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$10,261,685TotalAmt
Program Services$6,968,911ProgramServicesAmt
Management And General$839,252ManagementAndGeneralAmt
Fundraising$2,453,522FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$17,997,092TotalAmt
Program Services$17,508,485ProgramServicesAmt
Management And General$63,768ManagementAndGeneralAmt
Fundraising$424,839FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$22,202,373TotalAmt
Program Services$13,827,451ProgramServicesAmt
Management And General$3,728,526ManagementAndGeneralAmt
Fundraising$4,646,396FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$956,107TotalAmt
Program Services$774,554ProgramServicesAmt
Management And General$93,462ManagementAndGeneralAmt
Fundraising$88,091FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,646,642TotalAmt
Program Services$4,858,492ProgramServicesAmt
Management And General$834,903ManagementAndGeneralAmt
Fundraising$953,247FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,319,870TotalAmt
Program Services$3,835,819ProgramServicesAmt
Management And General$251,214ManagementAndGeneralAmt
Fundraising$1,232,837FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,675,079TotalAmt
Program Services$5,080,530ProgramServicesAmt
Management And General$186,955ManagementAndGeneralAmt
Fundraising$407,594FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,773,905TotalAmt
Program Services$1,458,481ProgramServicesAmt
Management And General$111,405ManagementAndGeneralAmt
Fundraising$204,019FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$223,341TotalAmt
Program Services$142,849ProgramServicesAmt
Management And General$42,818ManagementAndGeneralAmt
Fundraising$37,674FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc
.
.
.
.

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$246,659TotalAmt
Program Services$111,971ProgramServicesAmt
Management And General$20,326ManagementAndGeneralAmt
Fundraising$114,362FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$142,854,402TotalAmt
Program Services$109,866,649ProgramServicesAmt
Management And General$10,098,416ManagementAndGeneralAmt
Fundraising$22,889,337FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$14,958,616TotalAmt
Program Services$9,035,749ProgramServicesAmt
Management And General$2,162,003ManagementAndGeneralAmt
Fundraising$3,760,864FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$29,835,931BOYAmt
EOY$38,703,075EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$28,737,753BOYAmt
EOY$47,135,823EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$15,467,687BOYAmt
EOY$10,974,186EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$40,000BOYAmt
EOY$25,868EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$415,792BOYAmt
EOY$504,588EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,623,058BOYAmt
EOY$4,684,442EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$23,875,311LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$15,908,121LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$7,674,825BOYAmt
EOY$7,967,190EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$54,288,980BOYAmt
EOY$48,669,409EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$20,532,548BOYAmt
EOY$22,325,236EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

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

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$161,616,574BOYAmt
EOY$180,989,817EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$9,555,088BOYAmt
EOY$12,346,186EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$21,885,412BOYAmt
EOY$20,267,915EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,183,375BOYAmt
EOY$2,415,064EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$22,287,581BOYAmt
EOY$21,610,237EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$56,911,456BOYAmt
EOY$56,639,402EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$39,687,770BOYAmt
EOY$42,018,349EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$37,497,269BOYAmt
EOY$52,785,466EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$27,520,079BOYAmt
EOY$29,546,600EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$104,705,118BOYAmt
EOY$124,350,415EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$161,616,574BOYAmt
EOY$180,989,817EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$18,938,194ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,135,779NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$1,842,882OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$85,472,068CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$91,869,920CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$107,906,015CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$120,547,521CurrentTaxYearMinus1YearAmt
Current Tax Year$149,718,313CurrentTaxYearAmt
Total$555,513,837TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$85,472,068CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$91,869,920CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$107,906,015CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$120,547,521CurrentTaxYearMinus1YearAmt
Current Tax Year$149,718,313CurrentTaxYearAmt
Total$555,513,837TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$555,513,837PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,154,572CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,076,055CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,376,737CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,089,505CurrentTaxYearMinus1YearAmt
Current Tax Year$3,055,023CurrentTaxYearAmt
Total$11,751,892TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,921,675CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,683,529CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,918,160CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,103,829CurrentTaxYearMinus1YearAmt
Current Tax Year$6,114,864CurrentTaxYearAmt
Total$29,742,057TotalAmt
FieldValueIRS element (for citing)
Total Support$597,007,786TotalSupportAmt
Gross Receipts Rltd Activities$21,941,925GrossReceiptsRltdActivitiesAmt
Public Support CY1700.93050PublicSupportCY170Pct
Public Support PY1700.91021PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersYes (true)VolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsYes (true)MediaAdvertisementsInd
Media Advertisements$482,000MediaAdvertisementsAmt
Mailings MembersYes (true)MailingsMembersInd
Mailings Members$3,000MailingsMembersAmt
Publications Or BroadcastYes (true)PublicationsOrBroadcastInd
Publications Or Broadcast$0PublicationsOrBroadcastAmt
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$1,038,025DirectContactLegislatorsAmt
Rallies DemonstrationsYes (true)RalliesDemonstrationsInd
Rallies Demonstrations$886,457RalliesDemonstrationsAmt
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$2,409,482TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule C, Part II-B, Line 1aVOLUNTEERS Most of the Association's advocacy is through volunteers. Additionally the association has training to develop and organize chapter based grassroots activities. As Alzheimer's disease and related dementias, hereafter referred to as Alzheimer's disease, threaten to bankrupt families, businesses and the healthcare system, scientists are moving closer to finding better treatments that could alter the course of the disease. The Alzheimer's Association advocates for public policies aimed at advancing research toward better therapies, detection, methods of prevention and ultimately a cure, as well as for high quality healthcare and long term services and support for people with Alzheimer's and their families. This includes advocacy for better care for people and families already facing Alzheimer's. Advocacy activities also include collaborating with other organizations to improve quality care and raise awareness of key issues.
Schedule C, Part II-B, Line 1cMEDIA ADVERTISEMENTS Media advertisements were run in Washington, D.C. for key advocacy awareness opportunities during the year.
Schedule C, Part II-B, Line 1dMAILING TO MEMBERS, LEGISLATORS OR THE PUBLIC Mailing costs to distribute Facts and Figures to legislators.
Schedule C, Part II-B, Line 1ePUBLICATIONS, OR PUBLISHED OR BROADCAST STATEMENTS The Association distributed Federal and State Updates approximately 26 times during the year.
Schedule C, Part II-B, Line 1gDIRECT CONTACT The Association utilized Appropriation Consultants to make direct contact with legislators.

Schedule D IRS990ScheduleD

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

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,654,952BeginningYearBalanceAmt
Contributions$1,060,152ContributionsAmt
Investment Earnings Or Losses$1,961,725InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,961,725GrantsOrScholarshipsAmt
End Year Balance$13,715,104EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,611,486BeginningYearBalanceAmt
Contributions$333,853ContributionsAmt
Investment Earnings Or Losses$709,613InvestmentEarningsOrLossesAmt
End Year Balance$12,654,952EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,255,752BeginningYearBalanceAmt
Contributions$323,701ContributionsAmt
Investment Earnings Or Losses$32,033InvestmentEarningsOrLossesAmt
End Year Balance$11,611,486EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,438,167BeginningYearBalanceAmt
Contributions$632,021ContributionsAmt
Investment Earnings Or Losses$1,185,564InvestmentEarningsOrLossesAmt
End Year Balance$11,255,752EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.99960PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00040TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$181,600OtherCostOrOtherBasisAmt
Book Value$181,600BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$487,770OtherCostOrOtherBasisAmt
Depreciation$35,071DepreciationAmt
Book Value$452,699BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,234,285OtherCostOrOtherBasisAmt
Depreciation$3,268,438DepreciationAmt
Book Value$965,847BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,574,723OtherCostOrOtherBasisAmt
Depreciation$6,047,820DepreciationAmt
Book Value$1,526,903BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,396,933OtherCostOrOtherBasisAmt
Depreciation$6,556,792DepreciationAmt
Book Value$4,840,141BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$7,967,190TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
BENEFICIAL INTEREST$22,099,734F
ASSETS HELD IN TRUST$225,502F
FieldValueIRS element (for citing)
Total Book Value Securities$22,325,236TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
DUE TO CHAPTERS$14,562,546
GIFT ANNUITY OBLIGATIONS$5,161,528
DEFFERED RENT$1,360,661
DEFFERED COMPENSATION$525,502
FieldValueIRS element (for citing)
Total Liability$21,610,237TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$164,367,113TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,135,779NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$3,714,969DonatedServicesAndUseFcltsAmt
Other Revenue-$788,436OtherRevenueAmt
Revenue Not Reported$1,790,754RevenueNotReportedAmt
Revenue Subtotal$162,576,359RevenueSubtotalAmt
Other Revenues Not Included-$783,763OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$783,763RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$161,792,596TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$147,353,134TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$3,714,969DonatedServicesUseFcltsAmt
Other Expenses Included$783,763OtherExpensesIncludedAmt
Expenses Not Reported$4,498,732ExpensesNotReportedAmt
Expenses Subtotal$142,854,402ExpensesSubtotalAmt
Total Expenses Per Form990$142,854,402TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4INTENDED USES OF ENDOWMENT FUNDS Permanently restricted net assets are restricted as investments in perpetuity. The Association's endowment only consists of donor-restricted endowment funds. Net assets associated with the Association's endowment funds are classified and reported based on the existence of donor-imposed restrictions. Donors restrict the earnings of some of the Association's endowment funds to fund the Association's research program. In accordance with donor stipulations, the income generated from these assets is restricted for research (approximately 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, 2015, endowment assets only include those assets of donor-restricted funds that the Association must hold in perpetuity, as the Association does not have any board-designated endowment funds. Under this policy, as approved by the board of directors, the endowment assets are invested in a manner that is intended to provide adequate liquidity, maximizing returns on all funds invested and achieving full employment of all available funds as earning assets. The Association has an active finance committee and investment sub-committee that meets regularly to ensure that the objectives of the investment policy are met, and that the strategies used to meet the objectives are in accordance with the investment policy. The Association's policy is to appropriate spending amounts deemed prudent for donor-restricted funds.
SCHEDULE D, PART X, LINE 2FIN 48 The Association and 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 Financial Accounting Standards Board 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. There are 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 2011, 2012, 2013 and 2014 are still open to audit for both federal and state purposes.
Schedule D, Part XI, Line 2DRECONCILIATION OF REVENUE Change in perpetual trust $(298,301) Change in split interest $(490,135) TOTAL $(788,436)
Schedule D, Part XI, Line 4BRECONCILIATION OF REVENUE Cost Of Goods Sold $(783,763) TOTAL $(783,763)
Schedule D, Part XII, Line 2DRECONCILIATION OF EXPENSES Cost of goods sold $783,763 TOTAL $783,763

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
North AmericaProgram ServicesGrantmaking$954,777
Europe (Including Iceland and Greenland)Program ServicesGrantmaking$839,133
East Asia and the PacificProgram ServicesGrantmaking$28,125
FieldValueIRS element (for citing)
Subtotal Spent$1,822,035SubtotalSpentAmt
Total Spent$1,822,035TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (11 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtValuation Method UsedValuationMethodUsedDesc
Europe (Including Iceland and Greenland)Program Support$449,913Check or WTFMV
Europe (Including Iceland and Greenland)Program Support$90,000Check or WTFMV
North AmericaProgram Support$654,170Check or WTFMV
Europe (Including Iceland and Greenland)Program Support$100,000Check or WTFMV
North AmericaProgram Support$98,707Check or WTFMV
East Asia and the PacificProgram Support$28,125Check or WTFMV
North AmericaProgram Support$46,966Check or WTFMV
Europe (Including Iceland and Greenland)Program Support$99,220Check or WTFMV
North AmericaProgram Support$54,934Check or WTFMV
Europe (Including Iceland and Greenland)Program Support$100,000Check or WTFMV
North AmericaProgram Support$100,000Check or WTFMV
FieldValueIRS element (for citing)
Total501c3 Org11Total501c3OrgCnt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 2FormAndLineReferenceDesc
ExplanationPROCEDURE 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 ProposalCentral. 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 proposalCentral 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 proposalCentral 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 BIOMAKERS ACROSS NEURODEGENERATIVE DISEASES (BAND). 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 PROPOSALCENTRAL 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 AssociationExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonTHDPersonNm
ActivityMAIL&EMAILActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$49,768,641GrossReceiptsAmt
Retained By Contractor$1,193,976RetainedByContractorAmt
Net To Organization$48,574,665NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$49,768,641TotalGrossReceiptsAmt
Total Retained By Contractors$1,193,976TotalRetainedByContractorsAmt
Total Net To Organization$48,574,665TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Sardi'sEvent1Nm
Gross Receipts Event1$908,750GrossReceiptsEvent1Amt
Charitable Contri Event1$208,750CharitableContriEvent1Amt
Gross Revenue Event1$700,000GrossRevenueEvent1Amt
Food And Beverage Event1$175,079FoodAndBeverageEvent1Amt
Entertainment Event1$97,022EntertainmentEvent1Amt
Event2New York GalaEvent2Nm
Gross Receipts Event2$850,500GrossReceiptsEvent2Amt
Charitable Contri Event2$138,300CharitableContriEvent2Amt
Gross Revenue Event2$712,200GrossRevenueEvent2Amt
Non Cash Prizes Event2$177,562NonCashPrizesEvent2Amt
Rent Facility Costs Event2$32,983RentFacilityCostsEvent2Amt
Food And Beverage Event2$246,476FoodAndBeverageEvent2Amt
Entertainment Event2$114,098EntertainmentEvent2Amt
Other Events Total26OtherEventsTotalCnt
Gross Receipts Other Events$2,245,550GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$403,175CharitableContriOtherEventsAmt
Gross Revenue Other Events$1,842,375GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$284,265NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$111,877RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$412,578FoodAndBeverageOtherEventsAmt
Entertainment Other Events$267,959EntertainmentOtherEventsAmt
Gross Receipts Total$4,004,800GrossReceiptsTotalAmt
Charitable Contributions Tot$750,225CharitableContributionsTotAmt
Gross Revenue Total Events$3,254,575GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$461,827NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$144,860RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$834,133FoodAndBeverageTotalEventsAmt
Entertainment Total Events$479,079EntertainmentTotalEventsAmt
Direct Expense Summary Events$1,919,899DirectExpenseSummaryEventsAmt
Net Income Summary$1,334,676NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Gross Revenue Other Gaming$59,188GrossRevenueOtherGamingAmt
Non Cash Prizes Other Gaming$15,884NonCashPrizesOtherGamingAmt
Volunteer Labor Other GamingfalseVolunteerLaborOtherGamingInd
Gross Revenue Total Gaming$59,188GrossRevenueTotalGamingAmt
Non Cash Prizes Total Gaming$15,884NonCashPrizesTotalGamingAmt
Direct Expense Summary Gaming$15,884DirectExpenseSummaryGamingAmt
Net Gaming Income Summary$43,304NetGamingIncomeSummaryAmt
FieldValueIRS element (for citing)
States Where Gaming ConductedILStatesWhereGamingConductedCd
States Where Gaming ConductedIAStatesWhereGamingConductedCd
States Where Gaming ConductedNEStatesWhereGamingConductedCd
LicensedYes (true)LicensedInd
License Suspended EtcfalseLicenseSuspendedEtcInd
Gaming With NonmembersYes (true)GamingWithNonmembersInd
Member Of Other EntityfalseMemberOfOtherEntityInd
Individual With BooksMichelle HeltonIndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

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

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule G, Part I, Line 2B, Box (III)FormAndLineReferenceDesc
ExplanationFUNDRAISING CONSULTANT - CONTROL ARRANGEMENT The Alzheimer's association engages Thompson, Habib & Denison INC. (THD) for professional fundraising consultant services. A description of the new arrangement is listed below: Direct marketing strategy and program direction; production management; database management; e-mail program management; budgeting management; 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. 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

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

Recipient Table RecipientTable (96 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxt
Regents of the University of Minnesota - Twin Citi
200 Oak Street SEMinneapolisMN55455416007513501c3$449,946FMVProgram Support
University of South Florida
3702 Spectrum Blvd 165TampaFL33612593112012501c3$450,000FMVProgram Support
The Pennsylvania State University
OSP 110 Technology CenterParkPA16802246000376501c3$450,000FMVProgram Support
American Brain Foundation
203 Chicago AveMinneapolisMN55415430653611501c3$43,333FMVProgram Support
University of California San Francisco
3333 Calif StSan FranciscoCA94118946036493501c3$215,958FMVProgram Support
Foundation for the National Institutes of Health
9650 Rockville PikeBethesdaMD20814521986675501c3$250,000FMVProgram Support
Massachusetts Gen Hospital
101 Huntington AvenueBostonMA02199042697983501c3$96,250FMVProgram Support
SUNY at Stoney Brook SUNY office of
sponsrd prgrmsStony BrookNY11794141368361501c3$67,500FMVProgram Support
Johns Hopkins University BOA 12529
Collectn Ctr DrChicagoIL60693520595110501c3$40,000FMVProgram Support
Washington Univ St Louis
One Brookings DriveSt LouisMO63130430653611501c3$513,634FMVProgram Support
Washington Univ St Louis
One Brookings DriveSt LouisMO63130430653611501c3$503,817FMVProgram Support
University of Southern Calif
3720 S Flower StreetLos AngelesCA90089951642394501c3$457,000FMVProgram Support
University of Southern Calif
9500 Gilman DriveLa JollaCA92093956006144501c3$886,452FMVProgram Support
Washington Univ St Louis
One Brookings DriveSt LouisMO63130430653611501c3$514,330FMVProgram Support
Nat'l Biomedical Research Ethics Council
8912 Copenhaver DrivePotomacMD20854352462963501c3$100,000FMVProgram Support
C2N Diagnostics
4041 Forest Park AvenueSt LouisMO63108261421386N/A$600,000FMVProgram Support
University of Kansas
3901 Rainbow BlvdKansas CityMO66103481108830501c3$596,826FMVProgram Support
Icahn School of Medicine a Mount Sinai
1 Gustave Levy PlNew YorkNY10029136171197501c3$600,000FMVProgram Support
Emory University
1599 Clifton Rd NEAtlantaGA30322580566256501c3$600,000FMVProgram Support
University of Michigan
3003 S State StAnn ArborMI48109386006309501c3$100,000FMVProgram Support
University of Alabama at Birmingham
1720 2nd Avenue SouthBirminghamAL35294163600539501c3$100,000FMVProgram Support
Mayo Clinic Jacksonville
4500 San Pablo RoadJacksonvilleFL32224159333702501c3$100,000FMVProgram Support
University of California San Francisco
3333 Calif StSan FranciscoCA94118946036493501c3$100,000FMVProgram Support
Research Foundation for Mental Hygiene
150 Broadway Ste 301MenandsNY12204141410842501c3$100,000FMVProgram Support
Icahn School of Medicine at Mount Sinai
1 Gustave Levy PlNew YorkNY10029136171197501c3$99,985FMVProgram Support
University of California San Diego
9500 Gilman DriveLa JollaCA92093956006144501c3$99,996FMVProgram Support
The University of Akron
302 Buchtel CommonAkronOH44325346002924501c3$100,000FMVProgram Support
Columbia University Medical Center
630 W 168th StNYNY10032135598093501c3$100,000FMVProgram Support
Stanford University
3072 Porter DrivePalo AltoCA10032135598093501c3$100,000FMVProgram Support
University of Washington
4333 Brooklyn Ave NESeattleWA98195916001537501c3$99,975FMVProgram Support
Arizona Board of Regents - University of Arizona
PO Box 210158TucsonAZ85721742652689501c3$100,000FMVProgram Support
University of Wisconsin Madison
21 N Park St Ste 6401MadisonWI53715396006492501c3$100,000FMVProgram Support
University of Chicago
5801 S Ellis AveChicagoIL60637362177139501c3$100,000FMVProgram Support
The Scripps Research Inst 10550 N Torrey
Pines RdLa JollaCA92037330435954501c3$100,000FMVProgram Support
Washington Univ St Louis
One Brookings DriveSt LouisMO63130430653611501c3$143,547FMVProgram Support
University of Southern Calif
3720 S Flower StreetLos AngelesCA90089951642394501c3$457,000FMVProgram Support
Baylor School of Medicine
One Baylor Plaza MSHoustonTX77030741613878501c3$99,940FMVProgram Support
Research Foundation for Mental Hygiene
150 Broadway Ste 301MenandsNY12204141410842501c3$250,000FMVProgram Support
University of California San Diego
9500 Gilman DriveLa JollaCA92093956006144501c3$249,999FMVProgram Support
Columbia University Medical Center
630 W 168th StNew YorkNY10032135598093501c3$249,997FMVProgram Support
Banner Health dba Banner Sun Health
10515 West Santa Fe DriveSun CityAZ85351450233470501c3$250,000FMVProgram Support
Washington University
One Brookings DriveSt LouisMO63130430653611501c3$249,607FMVProgram Support
Case Western Reserve
10900 Euclid AvenueClevelandOH44106341018992501c3$240,000FMVProgram Support
Rosalind Franklin School of Medicine
3333 Green Bay RoadN ChicagoIL60064362181973501c3$248,700FMVProgram Support
Rhode Island Hospital
593 Eddy StreetProvidenceRI02903050258954501c3$249,324FMVProgram Support
Rhode Island Hospital
593 Eddy StreetProvidenceRI02903050258954501c3$245,830FMVProgram Support
University of Calif San Francisco
3333 Calif StSan FranciscoCA94118946036493501c3$250,000FMVProgram Support
University of Kentucky
500 S LimestoneLexingtonKY40526616033693501c3$250,000FMVProgram Support
San Jose State Univ Research Fdn
210 N Fourth St 4th FlSan JoseCA95112946017638501c3$170,000FMVProgram Support
University of Calif - Merced
5200 N Lake RoadMercedCA95343270093858501c3$170,000FMVProgram Support
University of Southern California
3720 S Flower StreetLos AngelesCA90089951642394501c3$100,000FMVProgram Support
Oregon Health 3181 SW
Sam Jackson Park RdPortlandOR92739931176109501c3$97,524FMVProgram Support
University of Calif San Francisco
3333 Calif StSan FranciscoCA94118946036493501c3$100,000FMVProgram Support
Wake Forest University
Medical Center BlvdWinston SalemNC27157223849199501c3$100,000FMVProgram Support
Icahn School of Medicine
1 Gustave Levy PlaceNew YorkNY10029136171197501c3$100,000FMVProgram Support
University of Southern Calif
3720 S Flower StreetLos AngelesCA90089951642394501c3$99,977FMVProgram Support
University of Calif Irvine
5171 California AvenueIrvineCA92697952226406501c3$100,000FMVProgram Support
Johan and Sanford I Weill Medical College
1300 York AvenueNew YorkNY10065131623978501c3$99,858FMVProgram Support
University of Toledo
3000 Arlington AvenueToledoOH43614346401483501c3$100,000FMVProgram Support
University of Wisconsin at Madison
21 North Park StreetMadisonWI53715396006492501c3$99,998FMVProgram Support
University of Calif Los Angeles 11000
Kinross Ave Ste 211Los AngelesCA90095956006143501c3$100,000FMVProgram Support
Northwestern University
750 N Lake Shore DriveChicagoIL60611362167817501c3$100,000FMVProgram Support
University of Texas Health
P O Box 20036HoustonTX77225741761309501c3$100,000FMVProgram Support
Keck Graduate Institute
535 Watson DriveClaremontCA91711954625327501c3$100,000FMVProgram Support
Palo Alto Veterans Institute for Research
3801 Miranda AvenuePalo AltoCA94304770207331501c3$100,000FMVProgram Support
University of Minnesota Twin Cities
200 Oak Street SEMinneapolisMN55455416007513501c3$100,000FMVProgram Support
Boston University
85 East Newton StreetBostonMA02118104210354501c3$100,000FMVProgram Support
University of Michigan
3003 S State StAnn ArborMI48109386006309501c3$100,000FMVProgram Support
Baylor School of Medicine
One Baylor Plaza MSHoustonTX77030741613878501c3$100,000FMVProgram Support
University of California San Diego
9500 Gilman DriveLa JollaCA92093956006144501c3$100,000FMVProgram Support
Columbia University Medical Center
630 W 168th StNew YorkNY10032135598093501c3$100,000FMVProgram Support
Washington University in St Louis
One Brookings DriveSt LouisMO63130430653611501c3$67,030FMVProgram Support
University of Southern California
3720 S Flower StLos AngelesCA90089951642394501c3$150,000FMVProgram Support
University of California San Diego
9500 Gilman DriveLa JollaCA92093956006144501c3$149,872FMVProgram Support
University of Pennsylvania
3451 Walnut StPhiladelphiaPA19104231352685501c3$150,000FMVProgram Support
Central and Western Kansas Chapter
1820 E Douglas AveWichitaKS67214205107941501c3$15,291FMVProgram Support
Colorado Chapter
455 Sherman StDenverCO80203840908354501c3$51,495FMVProgram Support
Desert Southwest Chapter
1028 East McDowell RdPhoenixAZ85006860402582501c3$22,800FMVProgram Support
Greater Indiana Chapter
50 East 91st StIndianapolisIN46240351747836501c3$13,530FMVProgram Support
Greater East Ohio Area Chapter
70 W Streetsboro StHudsonOH44236341454446501c3$13,940FMVProgram Support
Houston and Southeast Texas Chapter
2242 W HolcombeHoustonTX77030742198685501c3$24,700FMVProgram Support
Maine Chapter
383 US Route oneScarboroughME04074010428502501c3$9,500FMVProgram Support
MassachusettsNew Hampshire Chapter
480 Pleasant StWatertownMA02472042731194501c3$103,125FMVProgram Support
Minnesota North Dakota Chapter
7900 West 78th StMinneapolisMN55426411361624501c3$11,700FMVProgram Support
Mississippi Chapter
196 Charmant PlRidgelandMS39157640786327501c3$12,750FMVProgram Support
National Capital Area Chapter
3701 Pender DrFairfaxVA22030521196162501c3$75,000FMVProgram Support
Northern California and Nevada Chapter
1060 La Avenida StMtn ViewCA94043942897949501c3$146,600FMVProgram Support
Oklahoma Chapter
2448 E 81st StTulsaOK74137731183372501c3$11,900FMVProgram Support
Rhode Island Chapter
245 Waterman StProvidenceRI02906050445962501c3$13,600FMVProgram Support
South Carolina Chapter
4124 Clemson BlvdAndersonSC29621570792592501c3$26,725FMVProgram Support
St Louis Chapter
9370 Olive BlvdSt LouisMO63132431237069501c3$27,975FMVProgram Support
West Virginia Chapter
1601 2nd AveCharlestonWV25387363487172501c3$12,000FMVProgram Support
Iowa Dept of Public Health
321 E 12th StreetDes MoinesIA50319466004523501c3$27,000FMVProgram Support
Louisiana Dept of Health
PO Box 629Batan RougeLA70821726011595501a$27,000FMVProgram Support
Michigan Dept of Community Health
201 Townsend StreetLansingMI48913386000134501a$12,500FMVProgram Support
Alzheimer's Impact Movement
225 N Michigan AveChicagoIL60601271961435501c4$1,207,227FMVProgram Support
FieldValueIRS element (for citing)
Total501c3 Org95Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2FormAndLineReferenceDesc
ExplanationPROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE U.S. The over-sight of the scientific integrity of the Alzheimer's Association National and International Research Grant Program is three-fold. First, the Alzheimer's Association voluntary Medical & Scientific Advisory Council along with the Alzheimer's Association Medical & Scientific Relations division, ensures peer review and high quality of funded awards during the grant review process and develops focused requests for applications (RFAs) based on identified needs in the Alzheimer research community. Second, the Alzheimer's Association is engaged in a portfolio analysis of scientific areas of investment to monitor the diversity of the grants portfolio, potential gaps in research funding, and potential overlap of areas funded. The analysis informs future funding decisions and areas of RFA focus. Third, there is a detailed process once a grant is awarded to monitor program and scientific and financial integrity. The Alzheimer's Association monitors the use of grant funds both inside and outside of the United States as follows: All awardees are required to provide annual and in some cases bi-annual reporting to the Alzheimer's Association on both the status of the research project and financial expenditures associated with the award. Several programs are leveraged funding opportunities with partner organizations. These research projects and financial expenditure reports are shared between the partner organization(s). Sixty days prior to the anniversary of the award, an Alzheimer's Association Post-Award Specialist notifies all researchers and all designated institutional financial officials with fiscal responsibility for the award of the required reports, which include an interim scientific report, and interim financial report and documentation of any publications as a result of Association funding. The institutional official who has fiscal responsibility for the award cannot be the primary investigator of the project. The Alzheimer's Association provides a template for the interim scientific report and a template for the interim financial report, both of which are available for download by the researchers as well as the official with fiscal responsibility for the grant at the awarded institution at https://proposalcentral.altum.com/login.asp. The financial report must be signed by the institutional official with fiscal responsibility, and all reports must be uploaded by the award recipient to ProposalCentral. 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 proposalCentral 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 proposalCentral 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 BIOMAKERS ACROSS NEURODEGENERATIVE DISEASES (BAND). 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 PROPOSALCENTRAL 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 2015 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 President Obama 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 AssociationExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
HARRY JOHNS
President & CEO$639,486$37,475$134,550$0$1,315$0$228,600$0$20,723$0$1,024,674$37,475$0$0
RICHARD HOVLAND
COO/CFO$324,905$756$96,035$0$2,224$0$66,100$0$29,270$0$518,534$756$0$0
ANGELA GEIGER
CHIEF STRATEGY OFFICER$390,839$158$115,392$0$306$0$78,600$0$18,138$0$603,275$158$0$0
Maria Carrillo
Chief Science Officer$284,401$0$68,750$0$448$0$53,600$0$5,057$0$412,256$0$0$0
Robert Egge
Chief Public Policy Officer$259,482$25,294$71,254$0$434$0$53,600$0$26,405$0$411,175$25,294$0$0
Scott Gardner
Chief Chap. Relations Officer$235,822$92$58,433$0$972$0$28,600$0$11,703$0$335,530$92$0$0
Donna McCullough
VP - Mass Market & Corp Dev$250,678$80$51,000$0$837$0$28,600$0$21,762$0$352,877$80$0$0
Beth Kallmyer
VP - Constituent Services$187,678$60$27,314$0$385$0$22,788$0$9,496$0$247,661$60$0$0

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1aTRAVEL 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 4bSUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN Harry Johns participates in a 457(f) supplemental non-qualified deferred compensation or retirement plan. The accrual amount under the plan in calendar year 2014 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 2014.
SCHEDULE J, PART II, COLUMN (B) (II)SUPPLEMENTAL COMPENSATION INFORMATION Harry Johns received performance based incentive compensation of $134,550 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 2014 and was paid in calendar year 2014.
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 Beth Kallmyer 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 $228,600 is comprised of the following: - Employer contributions to the qualified broad-based 401(k) retirement plan - $28,600; - Employer accrual of retirement benefit to a supplemental retirement account under the previously discussed 457(f) - $150,000 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, 2014 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, 2014 but which is tied to specific multi-year vesting requirements through June 30, 2018. Donna McCullough, Scott Gardner, and Beth Kallmyer - 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 $20,723 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 2014 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 Beth Kallmyer 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 M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution546ContributionCnt
Noncash Contributions Rpt F990$170,312NoncashContributionsRptF990Amt
Method Of Determining RevenuesCost/Selling PriceMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution175ContributionCnt
Noncash Contributions Rpt F990$3,331,804NoncashContributionsRptF990Amt
Method Of Determining RevenuesCost/Selling PriceMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Various noncash items109$96,265Fair Market Value
Yes (X)Gala-Related Noncash Items777$477,711Fair Market Value
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE M, PART I, LINE 25 AND LINE 32BFormAndLineReferenceDesc
ExplanationTHIRD PARTY ASSISTANCE OF NONCASH CONTRIBUTIONS LINE 25 - THE ALZHEIMER'S ASSOCIATION RECEIVES VARIOUS NONCASH CONTRIBUTIONS FOR THEIR FUNDRAISING EVENTS. THESE ITEMS INCLUDE SPORTING TICKETS, JEWELRY, CONCERT TICKETS, DINNERS AND VARIOUS OTHER PACKAGES. LINE 32B: A THIRD PARTY RECEIVES DIRECTLY, SELLS AND REMITS PROCEEDS FROM AUTOMOBILE SALES. Schedule M, Part I, Column B Alzheimer's Association is reporting the dollar amount of noncash contributions as well as the number of items received.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4dOTHER PROGRAM SERVICES ADVOCACY - AS ALZHEIMER'S DISEASE THREATENS TO BANKRUPT FAMILIES, BUSINESSES AND OUR HEALTHCARE SYSTEM, SCIENTISTS ARE MOVING CLOSER TO FINDING BETTER TREATMENTS THAT COULD ALTER THE COURSE OF THE DISEASE. THE ALZHEIMER'S ASSOCIATION ADVOCATES FOR PUBLIC POLICIES AIMED AT ADVANCING RESEARCH TOWARD BETTER THERAPIES, DETECTION, METHODS OF PREVENTION AND ULTIMATELY A CURE, AS WELL AS FOR BETTER CARE AND RESOURCES, AND HEALTH AND LONG-TERM COVERAGE TO ENSURE HIGH QUALITY COST EFFECTIVE CARE FOR PEOPLE WITH ALZHEIMER'S DISEASE AND THEIR FAMILIES. MORE THAN 600,000 GRASS ROOTS ALZHEIMER'S 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 AN AVERAGE OF 2.6 MILLION VISITS EACH MONTH. 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: $29,465,018 GRANTS: $ 2,013,682 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 COMMITTE
Form 990, Part VI, Line 11bForm 990 Review Process The Organization undergoes a thorough review process before filing the return. The Audit Committee discusses and reviews the form before it is provided to the officers and full Board of Directors. All officers and the full Board of Directors are provided a copy for their review and have the opportunity to comment before the Form 990 is filed.
Form 990, Part VI, Line 12cConflict of Interest Policy Monitoring & Enforcement The Alzheimer's Association conflict of interest policy is described in Article 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 & 15bPROCESS FOR DETERMINING COMPENSATION Compensation is established for the CEO by the Compensation Committee and the Executive Committee after a thorough salary/market review conducted by outside compensation consultants. For the CEO position, the gathering of relevant comparability data from independent sources occurred in 2014. 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 2015, the salaries and total compensation packages of the senior staff were benchmarked by Aon Hewitt. Compensation is contemporaneously documented in the Compensation Committee minutes.
FORM 990, Part VI, Section C, Line 18HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC The organization makes its Form 990 available to the general public by posting on the website at www.alz.org and upon request. The organization makes its Form 1023 available to the general public upon request.
FORM 990, Part VI, Section C, Line 19HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC The organization's audited financial statements are made available to the general public by posting on the organization's website at www.alz.org and upon request. The organization makes its governing documents and conflict of interest policy available to the general public upon request.
Form 990, Part XI, Line 9OTHER CHANGE IN NET ASSETS OR FUND BALANCE CHANGE IN PERPETUAL TRUST $( 298,301) Change in split interest ( 490,135) Acquisition of dissolved chapters 3,036,098 Bad Debt ( 404,780) --------------- TOTAL $ 1,842,882

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
Alzheimer's Impact Movement (AIM)
225 North Michigan Ave Suite 1700ChicagoIL60601271961435Soc WelfareIL501c4Alz AssocYes (true)
ALZ Dis & Rel Disorders Assn of Canada
999999999Pub Char501c3Alz AssocYes (true)181 Bay St Brookfield PlTorontoOntarioCAM5J 2T3CA
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Alzheimer's Impact Movement
b$1,207,227FMV
Alzheimer's Impact Movement
o$63,915FMV

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R, Part V, Line 2FormAndLineReferenceDesc
ExplanationAMOUNT INVOLVED IN RELATIONSHIP The Alzheimer's Association granted funds to Alzheimer's Impact Movement (AIM) for public policy division activities in fiscal year 2015 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 President Obama 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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