ALZHEIMERS DISEASE AND RELATED DISORDERS NEW YORK CITY INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ALZHEIMERS DISEASE AND RELATED DISORDERS NEW YORK CITY INC (EIN 13-3277408)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-13
- IRS object ID
- 201420449349301137
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-13T11:02:38-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113266576 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRASSI & CO CPA'S PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 JERICHO QUADRANGLE | AddressLine1 |
| City | JERICHO | City |
| State | NY | State |
| ZIP Code | 11753 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133277408 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALZHEIMER'S ASSOCIATION NEW YORK CITY CHAPTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALZH | NameControl |
| Phone | 6467442900 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 LEXINGTON AVENUE 4TH FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LOU-ELLEN BARKAN | Name |
| Title | PRESIDENT AND CEO | Title |
| Phone | 6467442900 | Phone |
| Date Signed | 2014-02-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID ROTTKAMP | Name |
| PTIN | P01303468 | PTIN |
| Phone | 5162563500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LOU-ELLEN BARKAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 LEXINGTON AVE 4TH FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 12933729 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://WWW.ALZ.ORG/NYC/ | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1985 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF THE ALZHEIMER'S ASSOCIATION, NEW YORK CITY CHAPTER 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 61 | TotalNbrEmployees |
| Total Nbr Volunteers | 4018 | TotalNbrVolunteers |
| Total Gross UBI | 54250 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 34367 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7905719 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6103017 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 98370 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 223588 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 118994 | InvestmentIncomePriorYear |
| Investment Income Current Year | 252051 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -994939 | OtherRevenuePriorYear |
| Other Revenue Current Year | -75384 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7128144 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6503272 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 295799 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 343601 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4034479 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4381916 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 36000 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 36000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1214703 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3095776 | OtherExpensePriorYear |
| Other Expenses Current Year | 3846285 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7462054 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8607802 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -333910 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2104530 | RevenuesLessExpensesCY |
| Total Assets BOY | 14712544 | TotalAssetsBOY |
| Total Assets EOY | 12909242 | TotalAssetsEOY |
| Total Liabilities BOY | 2713108 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3080190 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11999436 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9829052 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE ALZHEIMER'S ASSOCIATION, NEW YORK CITY CHAPTER 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. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 919186 | Expense |
| Grants | 93670 | Grants |
| Revenue | 98338 | Revenue |
| Description | WORKSHOPS/CONFERENCES/SEMINARS - PROVIDES A VARIETY OF EDUCATIONAL SEMINARS OFFERED IN COMMUNITIES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 496809 | Expense |
| Description | INFORMATION AND REFERRAL: PROVIDES SUPPORT AND INFORMATION ABOUT ALZHEIMER'S DISEASE AND RELATED DEMENTIAS, PROGRAMS AND SERVICES PROVIDED BY THE ASSOCIATION, AND COMMUNITY RESOURCES AS THEY RELATE TO ALZHEIMER'S DISEASE AND RELATED DISORDERS THROUGH A 24/7 TOLL FREE HELPLINE AS WELL AS THE WEBSITE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 667717 | Expense |
| Grants | 3500 | Grants |
| Revenue | 41623 | Revenue |
| Description | CARE CONSULTATION: IMPROVES THE AFFECTED INDIVIDUAL AND THEIR CAREGIVER'S QUALITY OF LIFE AND DECREASES THE STRESSFUL IMPACT OF ALZHEIMER'S AND DEMENTIA. CARE CONSULTANTS IDENTIFY AREAS OF NEED AND PROVIDE ASSISTANCE AND PSYCHOSOCIAL SUPPORT THROUGH EDUCATION ABOUT THE DISEASE AND SYMPTOM MANAGEMENT, PROBLEM SOLVING, PLANNING FOR FUTURE NEEDS, AND LINKAGES WITH RESOURCES, PARTICULARLY DURING TRANSITIONAL OR CRISIS SITUATIONS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4213442 | Expense |
| Grants | 246431 | Grants |
| Revenue | 83627 | Revenue |
| Description | 1)SUPPORT GROUPS: PROVIDES SUPPORT GROUPS FOR CAREGIVERS AND PERSONS WITH THE DISEASE OFFERED IN A VARIETY OF LOCATIONS TO MEET THE NEEDS OF DIVERSE COMMUNITIES.2)SAFETY SERVICES: PROVIDES NATIONWIDE PROGRAMS, SUCH AS ALZHEIMER'S ASSOCIATION MEDIC ALERT AND SAFE RETURN AND ALZHEIMER'S ASSOCIATION COMFORT ZONE, WHICH ADDRESS THE SAFETY NEEDS OF PERSONS WITH THE DISEASE AND THEIR CAREGIVERS.3)EARLY STAGE PROGRAMMING: ADDRESSES THE UNIQUE NEEDS OF INDIVIDUALS IN THE EARLY STAGES OF ALZHEIMER'S OR A RELATED DEMENTIA. CHAPTER'S ADDRESS EARLY STAGE NEEDS THROUGH EDUCATION PROGRAMS, SUPPORT GROUPS AND ENGAGEMENT OPPORTUNITIES DESIGNED TO HELP INDIVIDUALS AND FAMILIES COPE WITH THE DIAGNOSIS AND EMPOWER THEM TO MAKE DECISIONS REGARDING THEIR FUTURE AND MAKE THE MOST OF LIFE FOLLOWING THEIR DIAGNOSIS.4)RESEARCH5)ALL OTHER PROGRAM SERVICES: A)PHYSICIAN OUTREACH; MARKETING & COMMUNICATION B)RESIDENTIAL CARE; PALLIATIVE CARE C)VOLUNTEER & LEADERSHIP; PUBLIC POLICY D)SPECIAL ASSISTANCE FUND | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 4213442 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 246431 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 83627 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 6297154 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 76 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 61 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN MAGGIO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6467442903 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 LEXINGTON AVENUE 4TH FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| JEFFREY N JONES | |||||||
| CO-CHAIRMAN | 1.50 | X | 0 | 0 | 0 | ||
| BEN JENKINS | |||||||
| CO-CHAIRMAN | 1.00 | X | 0 | 0 | 0 | ||
| STEPHEN CASPER | |||||||
| VICE CHAIRMAN | 0.40 | X | 0 | 0 | 0 | ||
| PAULINE YEUNG-HA | |||||||
| SECRETARY | 0.40 | X | 0 | 0 | 0 | ||
| ARI F COHEN | |||||||
| TREASURER | 0.40 | X | 0 | 0 | 0 | ||
| WILLIAM M BRACHFELD | |||||||
| DIRECTOR | 1.20 | X | 0 | 0 | 0 | ||
| JAMES CRAIGE | |||||||
| DIRECTOR | 0.40 | X | 0 | 0 | 0 | ||
| DAN FINKE | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| MARIANNE DZIUBA FIORE | |||||||
| DIRECTOR | 0.60 | X | 0 | 0 | 0 | ||
| LORI OSCHER FRIEDMAN | |||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| MATTHEW FURMAN | |||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| DAVID GEITHNER | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| JOHN H GERNON | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| NATHAN HALEGUA | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| SIMON KOOYMAN | |||||||
| DIRECTOR | 0.20 | X | 0 | 0 | 0 | ||
| JOHN LATHAM | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| J FRANCIS LAVELLE | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| ELVERA BISIGNANO MCGUIRE | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| ABRAHAM PODOLSKY | |||||||
| DIRECTOR | 0.20 | X | 0 | 0 | 0 | ||
| ELAINE THOMAS | |||||||
| DIRECTOR | 0.60 | X | 0 | 0 | 0 | ||
| MARK ZURACK | |||||||
| DIRECTOR | 0.40 | X | 0 | 0 | 0 | ||
| LINDA LAGORGA | |||||||
| DIRECTOR | 0.20 | X | 0 | 0 | 0 | ||
| LOU-ELLEN BARKAN | |||||||
| PRESIDENT & CEO | 44.90 | 253016 | 0 | 26369 | X | ||
| STEPHEN A MAGGIO | |||||||
| VICE PRESIDENT & CFO | 42.30 | 138187 | 0 | 5526 | X | ||
| JED A LEVINE | |||||||
| EXECUTIVE VP, DIRECTOR OF PROGRAM & SERVICES | 47.00 | 161422 | 0 | 19169 | X | ||
| CAROL BERNE | |||||||
| SENIOR VICE PRESIDENT OF DEVELOPMENT DIRECTOR OF L | 45.00 | 174238 | 0 | 19589 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 726863 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 70653 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 1868012 | FundraisingEvents |
| All Other Contributions | 4235005 | AllOtherContributions |
| Noncash Contributions | 49880 | NoncashContributions |
| Total Contributions | 6103017 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| WORKSHOPS/CONFERENCES/SEMINARS | 624100 | 98338 | 98338 |
| CARE CONSULTATION | 624100 | 41623 | 41623 |
| SAFETY SERVICES | 624100 | 31365 | 31365 |
| SUPPORT GROUPS | 624100 | 26997 | 26997 |
| EARLY STAGE PROGRAMMING | 624100 | 1355 | 1355 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23910 | TotalRevenueColumn |
| Related Or Exempt Function Income | 23910 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 223588 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 191547 | TotalRevenueColumn |
| Exclusion | $191,547 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6211716 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6151212 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 60504 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 60504 | TotalRevenueColumn |
| Exclusion | $60,504 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 323065 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1868012 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 279245 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43820 | TotalRevenueColumn |
| Exclusion | $43,820 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| REVENUE EARNED ON SHARED FUNDRAIS | 900099 | 1489941 | $1,489,941 |
| LESS: NATIONAL'S PORTION OF SHARE | 900099 | -1688095 | -$1,688,095 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 78950 | TotalRevenueColumn |
| Unrelated Business Revenue | 54250 | UnrelatedBusinessRevenue |
| Exclusion | $24,700 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -119204 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6503272 | TotalRevenueColumn |
| Related Or Exempt Function Income | 223588 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 54250 | UnrelatedBusinessRevenue |
| Exclusion | $122,417 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11770 | Total |
| Program Services | 11770 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 331831 | Total |
| Program Services | 331831 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 861775 | Total |
| Program Services | 392552 | ProgramServices |
| Management And General | 281616 | ManagementAndGeneral |
| Fundraising | 187607 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2587854 | Total |
| Program Services | 1820794 | ProgramServices |
| Management And General | 354604 | ManagementAndGeneral |
| Fundraising | 412456 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142750 | Total |
| Program Services | 91590 | ProgramServices |
| Management And General | 26328 | ManagementAndGeneral |
| Fundraising | 24832 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 507264 | Total |
| Program Services | 325468 | ProgramServices |
| Management And General | 93556 | ManagementAndGeneral |
| Fundraising | 88240 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 282273 | Total |
| Program Services | 181111 | ProgramServices |
| Management And General | 52060 | ManagementAndGeneral |
| Fundraising | 49102 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34150 | Total |
| Management And General | 34150 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36000 | Total |
| Fundraising | 36000 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 471922 | Total |
| Program Services | 432321 | ProgramServices |
| Management And General | 29001 | ManagementAndGeneral |
| Fundraising | 10600 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 723039 | Total |
| Program Services | 513336 | ProgramServices |
| Management And General | 29602 | ManagementAndGeneral |
| Fundraising | 180101 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1283171 | Total |
| Program Services | 1102071 | ProgramServices |
| Management And General | 103690 | ManagementAndGeneral |
| Fundraising | 77410 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126034 | Total |
| Program Services | 90992 | ProgramServices |
| Management And General | 22303 | ManagementAndGeneral |
| Fundraising | 12739 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 268346 | Total |
| Program Services | 250517 | ProgramServices |
| Management And General | 8768 | ManagementAndGeneral |
| Fundraising | 9061 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 300919 | Total |
| Program Services | 224841 | ProgramServices |
| Management And General | 42336 | ManagementAndGeneral |
| Fundraising | 33742 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26477 | Total |
| Program Services | 17255 | ProgramServices |
| Management And General | 5009 | ManagementAndGeneral |
| Fundraising | 4213 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| RESEARCH PAYMENTS TO NA | 432908 | 432908 | ||
| MISCELLANEOUS | 120101 | 38969 | 8247 | 72885 |
| STAFF DEVELOPMENT | 29804 | 24414 | 4675 | 715 |
| BAD DEBT | 15000 | 15000 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14414 | Total |
| Program Services | 14414 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8607802 | Total |
| Program Services | 6297154 | ProgramServices |
| Management And General | 1095945 | ManagementAndGeneral |
| Fundraising | 1214703 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 986853 | Total |
| Program Services | 349930 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 636923 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 500 | BOY |
| EOY | 500 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1515377 | BOY |
| EOY | 1301586 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 404761 | BOY |
| EOY | 398713 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33521 | BOY |
| EOY | 36689 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50492 | BOY |
| EOY | 42213 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1215895 | BOY |
| EOY | 181506 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5068417 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1463828 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 742257 | BOY |
| EOY | 3604589 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6655184 | BOY |
| EOY | 4227978 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3838160 | BOY |
| EOY | 2836325 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 256397 | BOY |
| EOY | 279143 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14712544 | BOY |
| EOY | 12909242 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 263340 | BOY |
| EOY | 405219 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1700 | BOY |
| EOY | 72000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2448068 | BOY |
| EOY | 2602971 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2713108 | BOY |
| EOY | 3080190 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10347124 | BOY |
| EOY | 8302351 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1391366 | BOY |
| EOY | 1265711 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 260946 | BOY |
| EOY | 260990 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11999436 | BOY |
| EOY | 9829052 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14712544 | BOY |
| EOY | 12909242 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -2104530 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -65854 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3629348 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3763909 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11773793 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7905719 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6103017 | CurrentTaxYear |
| Total | 33175786 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3629348 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3763909 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11773793 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7905719 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6103017 | CurrentTaxYear |
| Total | 33175786 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 33175786 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 189923 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 152440 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 114363 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 117734 | CurrentTaxYearMinus1Year |
| Current Tax Year | 191547 | CurrentTaxYear |
| Total | 766007 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 44700 | CurrentTaxYearMinus1Year |
| Current Tax Year | 54250 | CurrentTaxYear |
| Total | 98950 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 323460 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 337433 | CurrentTaxYearMinus1Year |
| Current Tax Year | 347765 | CurrentTaxYear |
| Total | 1008658 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 35049401 | TotalSupport |
| Gross Receipts From Admissions Etc | 1082713 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.94650 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.95630 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENT REVENUE - 2010 AMOUNT: $ 323,460. 2011 AMOUNT: $ 306,446. 2012 AMOUNT: $ 323,065. OTHER INCOME - 2011 AMOUNT: $ 30,987. 2012 AMOUNT: $ 24,700. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 1 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 1 | MailingsMembers |
| Mailings Members | $3,107 | MailingsMembersAmount |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $159,353 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $1,010 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 163470 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | PAID LOBBYIST APPROACHES VARIOUS NYC COUNCILMEMBERS AND PARTICIPATES IN STATE LOBBYING. EACH YEAR, CHAPTER'S STAFF AND VOLUNTEERS ATTEND PUBLIC POLICY FORUM IN WASHINGTON AND ON LOBBY DAY, A TEAM OF CHAPTER'S STAFF AND VOLUNTEERS GO TO ALBANY TO LOBBY ON BEHALF OF THE ALZHEIMER'S ASSOCIATION. IN ADDITION, THE CHAPTER IS A MEMBER OF THE COALITION OF NYS ALZHEIMER'S CHAPTERS, INC., WHO CONDUCTS PUBLIC POLICY AND GRANT ACTIVITIES WITHIN NEW YORK STATE. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 260946 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 44 | InvestmentEarningsOrLosses |
| End Of Year Balance | 260990 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 260808 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 138 | InvestmentEarningsOrLosses |
| End Of Year Balance | 260946 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 260545 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 263 | InvestmentEarningsOrLosses |
| End Of Year Balance | 260808 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 260267 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 278 | InvestmentEarningsOrLosses |
| End Of Year Balance | 260545 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 4123839 | InvestmentCostOrOtherBasis |
| Depreciation | 1027306 | Depreciation |
| Book Value | 3096533 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 944578 | InvestmentCostOrOtherBasis |
| Depreciation | 436522 | Depreciation |
| Book Value | 508056 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3604589 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CERTIFICATES OF DEPOSIT | Description |
| Book Value | 2836325 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2836325 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO ALZHEIMER'S ASSOCIATION- NATIONAL OFFICE | $712,994 |
| ANNUITY PAYMENT OBLIGATIONS | $29,773 |
| DEFERRED RENT | $1,860,204 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2602971 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 6437418 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -65854 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -65854 | RevenueNotRptdF990 |
| Revenue Subtotal | 6503272 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6503272 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8607802 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8607802 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8607802 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE CHAPTER'S ENDOWMENT CONSISTS OF FOUR INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS ESTABLISHED TO CREATE AND PROMOTE COMPREHENSIVE AND HUMANE CARE AND TREATMENT FOR PERSONS WITH ALZHEIMER'S DISEASE AND RELATED DISORDERS, AND TO PROVIDE SUPPORT FOR THEIR FAMILIES AND PROFESSIONAL CAREGIVERS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE ORGANIZATION ADOPTED PROVISIONS PERTAINING TO UNCERTAIN TAX PROVISIONS AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KLO EVENTS LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1910 FOX HOLLOW LANE | AddressLine1 |
| City | EASTON | City |
| State | PA | State |
| ZIP Code | 18040 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | ALL FUND RAISING SERVICES-OCTOBER 2012 & 2013 WALK | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 1128993 | GrossReceipts |
| Amount Retained By Contractor | 36000 | AmountRetainedByContractor |
| Net To Organization | 1092993 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 1128993 | TotalGrossReceipts |
| Total Retained By Contractors | 36000 | TotalRetainedByContractors |
| Total Net To Organization | 1092993 | TotalNetToOrganization |
| Licensed States | NY | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 1323651 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 1035402 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 288249 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 165000 | OtherDirectExpensesEvent1 |
| Name Of Event2 | MARATHON | NameOfEvent2 |
| Gross Receipts Event2 | 351008 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 349478 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 1530 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 36875 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 12 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 516418 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 483132 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 33286 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 77370 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 2191077 | GrossReceiptsTotal |
| Charitable Contributions Total | 1868012 | CharitableContributionsTotal |
| Gross Revenue Total Events | 323065 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 279245 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 279245 | DirectExpenseSummaryEvents |
| Net Income Summary | 43820 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF FUNDRAISING PAYMENTS | Identifier |
| Return Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | ReturnReference |
| Explanation | PAYMENTS TO KLO EVENTS WERE FOR PROFESSIONAL FUNDRAISING SERVICES ONLY AND DID NOT INCLUDE PAYMENT OF OTHER FUNDRAISING EXPENSES. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL ASSISTANCE PROVIDED TO FAMILIES AND OTHER CAREGIVERS (I.E. MEDICAL BILLS, RENTS, UTILITIES) | TypeOfGrant |
| Number Of Recipients | 1910 | NumberOfRecipients |
| Amount Of Cash Grant | 331831 | AmountOfCashGrant |
| Method Of Valuation | FAIR MARKET VALUE | MethodOfValuation |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ALL "SPECIAL ASSISTANCE FUNDS" ARE REVIEWED ON A REGULAR BASIS. PAYMENTS ARE REVIEWED AND APPROVED BY THE RESPONSIBLE MANAGER(S) TO ENSURE PROPER JUSTIFICATION. THERE ARE NO INDIVIDUAL GRANTS OVER $5,000. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LOU-ELLEN BARKAN | ||||||||||||||
| PRESIDENT & CEO | 253016 | 0 | 0 | 0 | 0 | 0 | 13500 | 0 | 12869 | 0 | 279385 | 0 | 0 | 0 |
| JED A LEVINE | ||||||||||||||
| EXECUTIVE VP, DIRECTOR OF PROGRAM & | 161422 | 0 | 0 | 0 | 0 | 0 | 8456 | 0 | 10713 | 0 | 180591 | 0 | 0 | 0 |
| CAROL BERNE | ||||||||||||||
| SENIOR VICE PRESIDENT OF DEVELOPMENT | 159238 | 0 | 15000 | 0 | 0 | 0 | 7982 | 0 | 11607 | 0 | 193827 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 49880 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVG STK PRICE TRF DATE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NEW PROGRAM SERVICES | FORM 990, PART III, LINE 2 | PALLIATIVE CARE ADDRESSES THE NEED FOR IMPROVING THE QUALITY-OF-LIFE AND CARE PROVIDED BY SELECTED NYC AREA NURSING FACILITIES AND HOSPICE PROGRAMS FOR THOSE RESIDENTS DIAGNOSED WITH ADVANCED DEMENTIA. |
| FORM 990, PART VI, SECTION A, LINE 2 | ARI COHEN (DIRECTOR) AND JOHN LATHAM (DIRECTOR) HAVE A BUSINESS RELATIONSHIP. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT OF FORM 990 IS DISTRIBUTED TO THE AUDIT COMMITTEE APPROXIMATELY 14 DAYS PRIOR TO THE FILING DATE FOR THEIR REVIEW AND COMMENT. THE AMENDED DRAFT IS THEN SENT TO THE FULL BOARD APPROXIMATELY 7 DAYS PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBER PROSPECTS MUST SIGN THE CONFLICT OF INTEREST POLICY, BEFORE THEY ARE INVITED TO JOIN THE BOARD. ADDITIONALLY, ALL CURRENT OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO SIGN THE POLICY EACH YEAR. THEY ARE ALSO REQUIRED TO DISCLOSE IMMEDIATELY ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS, SHOULD THESE OCCUR DURING THE YEAR. | |
| FORM 990, PART VI, SECTION B, LINE 15 | BOARD MEMBERS ARE ASKED TO PROVIDE WRITTEN COMMENT ON THE CEO'S PERFORMANCE. THE BOARD'S COMPENSATION COMMITTEE AND THE BOARD'S CO-CHAIRS REVIEW THE RESULTS AND ALSO REVIEW THE DATA RELATING TO SALARIES OF CEO'S OF OTHER SIMILARLY SITUATED NON-PROFIT ORGANIZATIONS. BASED ON THE FEEDBACK AND MARKET DATA, THE COMPENSATION COMMITTEE AND BOARD CO-CHAIRS DECIDE ON A RECOMMENDED COMPENSATION AMOUNT FOR THE CEO FOR THE UPCOMING FISCAL YEAR. THE FULL BOARD ADOPTED THE RECOMMENDATION AFTER DISCUSSION IN AN EXECUTIVE SESSION OF THE BOARD ON JUNE 26. THE SALARIES OF KEY MANAGEMENT EMPLOYEES WERE DETERMINED THROUGH DISCUSSIONS AMONG THE CEO, THE BOARD'S CO-CHAIRS AND THE COMPENSATION COMMITTEE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CHAPTER'S AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON THE CHAPTER'S WEBSITE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. | |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC | ||||||||||
| 225 NORTH MICHIGAN AVE 17TH FL | CHICAGO | IL | 60601 | 133039601 | UTILIZE SERVICES OF THE NATIONAL ORGANIZATION | IL | 501(C)(3) | LINE 9 | NO | 0 |
| COALITION OF NEW YORK STATE ALZHEIMER'S CHAPTERS INC | ||||||||||
| 435 E HENRIETTA RD | ROCHESTER | NY | 14620 | 134076596 | PUBLIC POLICY ACTIVITIES | NY | 501(C)(3) | LINE 7 | NO | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC | ||
| L | 1688095 | FAIR MARKET VALUE |
| ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC | ||
| M | 1489941 | FAIR MARKET VALUE |
Comments