ALZHEIMERS FOUNDATION OF AMERICA INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
ALZHEIMERS FOUNDATION OF AMERICA INC (EIN 91-1792864)
Tax period
2011-01-01 to 2011-12-31
Filed
2013-02-14
IRS object ID
201310459349302006
Schema version
2011v1.2
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)
Timestamp2013-02-14T13:55:25-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN131517563EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1LOEB & TROPER LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1655 THIRD AVENUE 12TH FLOORAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10017ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN911792864EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ALZHEIMER'S FOUNDATION OF AMERICABusinessNameLine1
FieldValueIRS element (for citing)
Name ControlALZHNameControl
Phone8662328484Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1322 EIGHTH AVENUE NO 7 FLAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10001ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameERIC J HALLName
TitlePRESIDENT/CEOTitle
Phone8662328484Phone
Date Signed2012-12-11DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameFREDERICK H ROTHMANName
PTINP01275277PTIN
Phone2128674000Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonERIC J HALLNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1322 EIGHTH AVENUE NO 7 FLAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10001ZIPCode
FieldValueIRS element (for citing)
Gross Receipts4278606GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.ALZFDN.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2002YearFormation
State Legal DomicileFLStateLegalDomicile
Activity Or Mission DescriptionTO PROVIDE OPTIMAL CARE AND SERVICES TO INDIVIDUALS CONFRONTING DEMENTIA AND TO THIER CAREGIVERS AND FAMALIES - THROUGH MEMBER ORGANIZATIONS DEDICATED TO IMPROVING QUALITY OF LIFE.ActivityOrMissionDescription
Nbr Voting Members Governing Body8NbrVotingMembersGoverningBody
Nbr Independent Voting Members8NbrIndependentVotingMembers
Total Nbr Employees26TotalNbrEmployees
Total Nbr Volunteers93TotalNbrVolunteers
Total Gross UBI112250TotalGrossUBI
Net Unrelated Business Txbl Income-38181NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year6400296ContributionsGrantsPriorYear
Contributions Grants Current Year3956630ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year10313InvestmentIncomePriorYear
Investment Income Current Year962InvestmentIncomeCurrentYear
Other Revenue Prior Year93186OtherRevenuePriorYear
Other Revenue Current Year102784OtherRevenueCurrentYear
Total Revenue Prior Year6503795TotalRevenuePriorYear
Total Revenue Current Year4060376TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year703894GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY283012GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1693868SalariesEtcPriorYear
Salaries Etc Current Year1743966SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year328962TotalFundrsngExpCurrentYear
Other Expense Prior Year5380633OtherExpensePriorYear
Other Expenses Current Year1979015OtherExpensesCurrentYear
Total Expenses Prior Year7778395TotalExpensesPriorYear
Total Expenses Current Year4005993TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-1274600RevenuesLessExpensesPriorYear
Revenues Less Expenses CY54383RevenuesLessExpensesCY
Total Assets BOY2757111TotalAssetsBOY
Total Assets EOY1037328TotalAssetsEOY
Total Liabilities BOY1999173TotalLiabilitiesBOY
Total Liabilities EOY206392TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY757938NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY830936NetAssetsOrFundBalancesEOY
Mission DescriptionTO PROVIDE OPTIMAL CARE AND SERVICES TO INDIVIDUALS CONFRONTING DEMENTIA AND TO THIER CAREGIVERS AND FAMILIES - THROUGH MEMBER ORGANIZATIONS DEDICATED TO IMPROVING QUALITY OF LIFE.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense3211969Expense
Grants283012Grants
DescriptionTHE ORGANIZATION IS DEDICATED TO MEETING THE EDUCATIONAL SOCIAL AND EMOTIONAL NEEDS OF INDIVIDUALS WITH ALZHEIMERS DISEASE AND PUBLIC AWARENESS ABOUT THE DISEASE AND LENDING EXPERTISE TO HEALTHCARE PROFESSIONALS.Description
Total Program Service Expense3211969TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations1MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10964NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees26NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members8NbrVotingGoverningBodyMembers
Number Independent Voting Members8NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledAKStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledRIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledILStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledORStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledPAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledTNStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledVAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMEStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledSCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledOKStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledGAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledHIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledKYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMSStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNJStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNMStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWVStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledALStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledAZStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCOStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCTStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMNStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledOHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWIStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1ERIC J HALLBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number8662328484TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1322 EIGHTH AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10001ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (11 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployee
BERT E BRODSKY
CHAIRMAN2.00X000
BARRY BERG
TREASURER2.00X000
GENE SAUNDERS
BOARD MEMBER2.00X000
JEFFREY S GREENER ESQ
BOARD MEMBER2.00X000
TERENCE E SMOLEV ESQ
BOARD MEMBER2.00X000
JOSSELYN B WINSLOW
BOARD MEMBER2.00X000
LUISA ECHEVARRIA
BOARD MEMBER2.00X000
SETH E ELLIS
BOARD MEMBER2.00X000
ERIC J HALL
PRESIDENT/CEO50.00277535020537X
CAROL EHRLICH
EXCECUTIVE VP50.0013800006996X
PAMELA CHAIR
DIRECTOR OF CORP RELATIONS50.0010369300X
FieldValueIRS element (for citing)
Total Reportable Comp From Org519228TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation27533TotalOtherCompensation
Number Individuals GT100 K3NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Membership Dues36950MembershipDues
Fundraising Events24950FundraisingEvents
All Other Contributions3894730AllOtherContributions
Noncash Contributions20808NoncashContributions
Total Contributions3956630TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column962TotalRevenueColumn
Exclusion$962ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events207588GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events24950CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses217054FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-9466TotalRevenueColumn
Exclusion-$9,466ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory23036GrossSalesOfInventory
Cost Of Goods Sold1176CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column21860TotalRevenueColumn
Unrelated Business Revenue21860UnrelatedBusinessRevenue

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionCARE ADVANTAGE MAGAZINDescription
Business Code511120BusinessCode
Total Revenue Column90390TotalRevenueColumn
Unrelated Business Revenue90390UnrelatedBusinessRevenue
FieldValueIRS element (for citing)
Total Other Revenue90390TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column4060376TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue112250UnrelatedBusinessRevenue
Exclusion-$8,504ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total246760Total
Program Services246760ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total36252Total
Program Services36252ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total298072Total
Program Services208650ProgramServices
Management And General59615ManagementAndGeneral
Fundraising29807Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total1259850Total
Program Services942266ProgramServices
Management And General173426ManagementAndGeneral
Fundraising144158Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total70950Total
Program Services53326ProgramServices
Management And General9613ManagementAndGeneral
Fundraising8011Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total115094Total
Program Services85170ProgramServices
Management And General17264ManagementAndGeneral
Fundraising12660Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total156281Total
Program Services131143ProgramServices
Fundraising25138Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total24000Total
Management And General24000ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total290133Total
Program Services289368ProgramServices
Management And General450ManagementAndGeneral
Fundraising315Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total407628Total
Program Services391559ProgramServices
Management And General13278ManagementAndGeneral
Fundraising2791Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total689972Total
Program Services520371ProgramServices
Management And General125376ManagementAndGeneral
Fundraising44225Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total165158Total
Program Services122217ProgramServices
Management And General24774ManagementAndGeneral
Fundraising18167Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total110783Total
Program Services97001ProgramServices
Management And General6891ManagementAndGeneral
Fundraising6891Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total41640Total
Program Services41640ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total17959Total
Program Services13290ProgramServices
Management And General2694ManagementAndGeneral
Fundraising1975Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total30358Total
Program Services22465ProgramServices
Management And General4554ManagementAndGeneral
Fundraising3339Fundraising

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionENTERTAINMENTDescription
Total45103Total
Program Services10491ProgramServices
Management And General3127ManagementAndGeneral
Fundraising31485Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total4005993Total
Program Services3211969ProgramServices
Management And General465062ManagementAndGeneral
Fundraising328962Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY1662706BOY
EOY230388EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY310217BOY
EOY225279EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY597952BOY
EOY368228EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY72565BOY
EOY78577EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY18385BOY
EOY14292EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis215092LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec167220LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY63468BOY
EOY47872EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY31818BOY
EOY72692EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2757111BOY
EOY1037328EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY1999173BOY
EOY206392EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1999173BOY
EOY206392EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY493046BOY
EOY566044EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY264892BOY
EOY264892EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY757938BOY
EOY830936EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2757111BOY
EOY1037328EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses54383ReconcilationRevenueExpenses
Reconcilation Other Changes18615ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3660493CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3742645CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3793782CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year6494861CurrentTaxYearMinus1Year
Current Tax Year3956630CurrentTaxYear
Total21648411Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3660493CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3742645CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3793782CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year6494861CurrentTaxYearMinus1Year
Current Tax Year3956630CurrentTaxYear
Total21648411Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total1938752AmountsSubstContributorsTotal
Public Support Total17019709659PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years26411CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years7649CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2726CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year10313CurrentTaxYearMinus1Year
Current Tax Year962CurrentTaxYear
Total48061Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years235903CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years48427CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years206573CurrentTaxYearMinus2Years
Total490903Total
FieldValueIRS element (for citing)
Total Support22187375TotalSupport
Public Support Pertcentage1700.88830PublicSupportPertcentage170
Public Support Pertcent Prior Year0.86050PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0Volunteers
Paid Staff Or Management1PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members0MailingsMembers
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations0GrantsOtherOrganizations
Direct Contact Legislators1DirectContactLegislators
Direct Contact Legislators$75,000DirectContactLegislatorsAmount
Rallies Demonstrations1RalliesDemonstrations
Other Activities0OtherActivities
Total Lobbying Expenditures IIB75000TotalLobbyingExpendituresIIB
Not Described In501c30NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierEXPLANATION OF LOBBYING ACTIVITIES:Identifier
Return ReferencePART II-B, LINE 1:ReturnReference
ExplanationAFA'S PUBLIC POLICY OFFICE ADVOCATED IN 2011 FOR THE NATIONAL ALZHEIMER'S PROJECT ACT, LEGISLATION THAT REQUIRES THE DEPARTMENT OF HEALTH AND HUMAN SERVICES TO ORGANIZE EFFORTS ACROSS THE GOVERNMENT TO TREAT AND PREVENT ALZHEIMER'S DISEASE. AFA ALSO WORKED ON IMPLEMENTATION EFFORTS OF SEVERAL HEALTH REFORM INITIATIVES TO IMPROVE THE TREATMENT AND SAFETY OF INDIVIDUALS WITH ALZHEIMER'S DISEASE AND TO INCREASE SUPPORT SERVICES FOR CAREGIVERS. AMONG THOSE WERE: NURSING HOME TRANSPARENCY AND PRE-EMPLOYMENT DEMENTIA TRAINING FOR STAFF; DEFINING "DETECTION OF ANY COGNITIVE IMPAIRMENT" IN THE NEW MEDICINE WELLNESS EXAM.Explanation

Schedule D IRS990ScheduleD

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis215092OtherCostOrOtherBasis
Depreciation167220Depreciation
Book Value47872BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings47872TotalOfBookValueLandBuildings
Total Revenue4060376TotalRevenue
Total Expenses4005993TotalExpenses
Excess Or Deficit For Year54383ExcessOrDeficitForYear
Net Unrealized GL On Investments18615NetUnrealizedGLOnInvestments
Total Adjustments18615TotalAdjustments
Excess Or Deficit Per FS72998ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt4080167TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments18615NetUnrealizedGainsInvestments
Other Revenues1176OtherRevenues
Revenue Not Rptd F99019791RevenueNotRptdF990
Revenue Subtotal4060376RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9904060376TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt4007169TotExpensesEtcAuditedFinclStmt
Other Expenses Included1176OtherExpensesIncluded
Expenses Not Rptd F9901176ExpensesNotRptdF990
Expenses Subtotal4005993ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9904005993TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X:AFA COMPLIES WITH THE PROVISION PERTAINING TO UNCERTAIN TAX POSITIONS(ASC 740) AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING DECEMBER 31, 2008 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF JEWELRY SALES 1,176.
PART XIII, LINE 2D - OTHER ADJUSTMENTS:COST OF JEWELRY SALES 1,176.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained1GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable

FieldValueIRS element (for citing)
RegionNORTH AMERICARegion
Number Of Offices0NumberOfOffices
Number Of Employees0NumberOfEmployees
Type Of Activities ConductedGRANTS TO RECIPIENTS LOCATED IN THE REGIONTypeOfActivitiesConducted
Total Expenditures36252TotalExpenditures
FieldValueIRS element (for citing)
Subtotal Number Of Offices0SubtotalNumberOfOffices
Subtotal Number Of Employees0SubtotalNumberOfEmployees
Cont Number Of Offices0ContNumberOfOffices
Cont Number Of Employees0ContNumberOfEmployees
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees0TotalNumberOfEmployees
Subtotal Amount Spent36252SubtotalAmountSpent
Cont Amount Spent0ContAmountSpent
Total Amount Spent36252TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS

FieldValueIRS element (for citing)
RegionNORTH AMERICARegion
Purpose Of GrantRESEARCH FOR ALZHEIMERSPurposeOfGrant
Amount Of Cash Grant36252AmountOfCashGrant
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs1TotalNumberOf501c3Orgs
Transfer To Foreign Corp0TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp0OwnForeignCorp
Passive Foreign Invest Co0PassiveForeignInvestCo
Foreign Partnership0ForeignPartnership
Boycott Countries0BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.:Identifier
ExplanationSCHEDULE F, PART I, LINE 2: MANAGEMENT OF ALZHEIMER'S FOUNDATION OF AMERICA WENT TO CANADA TO ENSURE THAT THE FUNDS WERE BEING USED APPROPRIATELY.Explanation

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1CARE ON THE FAIRWAYS- NYNameOfEvent1
Gross Receipts Event184965GrossReceiptsEvent1
Charitable Contributions Event14175CharitableContributionsEvent1
Gross Revenue Event180790GrossRevenueEvent1
Rent Facility Costs Event116225RentFacilityCostsEvent1
Food And Beverage Event116225FoodAndBeverageEvent1
Other Direct Expenses Event112603OtherDirectExpensesEvent1
Name Of Event2CARE ON THE FAIRWAYS- MIAMINameOfEvent2
Gross Receipts Event266309GrossReceiptsEvent2
Charitable Contributions Event29850CharitableContributionsEvent2
Gross Revenue Event256459GrossRevenueEvent2
Rent Facility Costs Event221000RentFacilityCostsEvent2
Food And Beverage Event216000FoodAndBeverageEvent2
Other Direct Expenses Event219949OtherDirectExpensesEvent2
Total Number Of Other Events3TotalNumberOfOtherEvents
Gross Receipts Other Events81264GrossReceiptsOtherEvents
Charitable Contrib Other Events10925CharitableContribOtherEvents
Gross Revenue Other Events70339GrossRevenueOtherEvents
Rent Facility Costs Other Events25006RentFacilityCostsOtherEvents
Food And Beverage Other Events21016FoodAndBeverageOtherEvents
Entertainment Other Events7750EntertainmentOtherEvents
Other Direct Expenses Other Events61280OtherDirectExpensesOtherEvents
Gross Receipts Total232538GrossReceiptsTotal
Charitable Contributions Total24950CharitableContributionsTotal
Gross Revenue Total Events207588GrossRevenueTotalEvents
Rent Facility Costs Total Events62231RentFacilityCostsTotalEvents
Food And Beverage Total Events53241FoodAndBeverageTotalEvents
Entertainment Total Events7750EntertainmentTotalEvents
Other Direct Expenses Total Events93832OtherDirectExpensesTotalEvents
Direct Expense Summary Events217054DirectExpenseSummaryEvents
Net Income Summary-9466NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (7 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
BRITESIDE ADULT DAY CENTER INC
16 SAND HILL ROADFLEMINGTONNJ08822222113056501(C)(3)6000SPRING 2011 BI-ANNUAL GRANT- GIVEN TO ENHANCE OR DEVELOP SERVICES/PROGRAMS IN LOCAL COMMUNITIES.
ALZHEIMER'S SERVICES OF THE CAPITAL AREA
3772 NORTH BOULEVARDBATON ROGUELA70806721082047501(C)(3)270002011 BRODSKY GRANT CYCLE- GIVEN TO ENHANCE OR DEVELOP A SERVICE/PROGRAM IN LOCAL COMMUNITY THAT HAS REPLICATION POTENTIAL.
ALZHEIMER'S SOCIETY OF WASHINGTON
PO BOX 4104BELLINGHAMWA98227911238368501(C)(3)13500FAMILY RESPITE CARE GRANT- TO HELP ALLEVIATE THE COST OF RESPITE SERVICES ON FAMILIES/INDIVIDUALS CARING FOR SOMEONE WITH ALZHEIMERS DISEASE.
ALZHEIMER'S FAMILY ORGANIZATION
7626 CONGRESS STREET PO BOX 1939NEW PORT RICHMONDFL34656593577101501(C)(3)10000FAMILY RESPITE CARE GRANT- TO HELP ALLEVIATE THE COST OF RESPITE SERVICES ON FAMILIES/INDIVIDUALS CARING FOR SOMEONE WITH ALZHEIMERS DISEASE.
ALZHEIMER'S AND DEMENTIA SERVICES NORTHERN IN
922 EAST COALFAX AVENUESOUTH BENDIN46617311058502501(C)(3)15500FAMILY RESPITE CARE GRANT- TO HELP ALLEVIATE THE COST OF RESPITE SERVICES ON FAMILIES/INDIVIDUALS CARING FOR SOMEONE WITH ALZHEIMERS DISEASE.
LONG ISLAND ALZHEIMER'S FOUNDATION
5 CHANNEL DRIVEPORT WASHINGTONNY11050112926958501(C)(3)8500FAMILY RESPITE CARE GRANT- TO HELP ALLEVIATE THE COST OF RESPITE SERVICES ON FAMILIES/INDIVIDUALS CARING FOR SOMEONE WITH ALZHEIMERS DISEASE.
ALZHEIMER'S DRUG DISCOVERY FOUNDATION
57 WEST 57TH STREET STE 904NEW YORKNY10019201082179501(C)(3)30000NON-CYCLE GRANTS- GIVEN TO FUND EDUCATIONAL PROGRAMS OR AWARENESS-RAISING EVENTS IN LOCAL COMMUNITIES.
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants7TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: AFA HAS EXPLICIT GUIDELINES REGARDING ITS GRANTS PROGRAM FOR AFA MEMBER ORGANIZATIONS AND OTHER ORGANIZATIONS IN THE U.S. THESE GUIDELINES REQUIRE RECIPIENTS TO REPORT BACK TO AFA ON THE FUNDED PROJECTS, SPECIFICALLY BY FILLING OUT A GRANT REPORTING FORM WITHIN ONE YEAR OF FUNDS DISBURSAL. THE REPORT MUST BE TWO TO FIVE PAGES AND MUST ANSWER SPECIFIC QUESTIONS REGARDING: ACCOMPLISHMENT OF GOALS, HOW GOALS WERE MET, BENCHMARKS USED TO DETERMINE PROGRESS, PROPOSED ACTIVITIES NOT CARRIED OUT AND PLANS FOR MOVING FORWARD ON THESE ACTIVITIES, CHALLENGES AND HOW THEY WERE ADDRESSED, LESSONS LEARNED, AND IMPACT OF THE PROJECT TO DATE. AFA ALSO ADVISES RECIPIENTS THAT THEIR ORGANIZATIONS ARE RESPONSIBLE FOR RETURNING ANY UNUSED GRANT MONIES.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Independent ConsultantXIndependentConsultant
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonERIC J HALLNamePerson
Base Compensation Filing Org277535BaseCompensationFilingOrg
Comp Based On Related Orgs0CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org0DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org20537NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org298072TotalCompensationFilingOrg
Total Compensation Related Orgs0TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION B, LINE 11A DRAFT COPY OF THE 990 IS SENT TO THE GOVERNING BODY FOR REVIREW BEFORE THE RETURN IS RELEASED.
FORM 990, PART VI, SECTION B, LINE 12CTHE ALZHEIMER'S FOUNDATION OF AMERICA HAS A STRONG CONFLICT OF INTEREST POLICY, WHICH IT IS COMMITTED TO ENFORCING. AN ATTORNEY WHO SITS ON AFA'S BOARD OF TRUSTEES OVERSEES THIS POLICY AND ENSURES THAT IT IS CARRIED OUT. NO PERSON WHO HAS A CONFLICT IS INVOLVED IN THE DECISION-MAKING. AFA'S BOARD, UPON BEING ELECTED AS TRUSTEES, AND AFA'S ENTIRE STAFF, UPON HIRING, SIGN OFF ON A FORM THAT LAYS OUT THE CONFLICT OF INTEREST POLICY. AFA OFFICERS REGULARLY REITERATE THIS POLICY TO ITS BOARD OF TRUSTEES AND STAFF, BY CLEARLY INFORMING THEM ABOUT THE CONFLICT OF INTEREST POLICY, DISCUSSING ANY QUESTIONS AND EDUCATING THEM ABOUT THE ISSUE.
FORM 990, PART VI, SECTION B, LINE 15ACOMPENSATION FOR OFFICERS IS DETERMINED VIA A FORMAL PROCESS CARRIED OUT BY A COMPENSATION COMMITTEE MADE UP OF SEVERAL MEMBERS OF AFA'S BOARD OF TRUSTEES. THE COMMITTEE MEETS ANNUALLY TO EVALUATE THE PERSON'S PERFORMANCE - INDEPENDENTLY AND AS PART OF THE TEAM - IN ACHIEVING GOALS RELATED TO AFA'S PROGRAMS AND SERVICES, AWARENESS-RAISING, FUNDRAISING AND DEVELOPMENT, AND ADVOCACY, AS WELL AS THEIR CONTRIBUTION TO THE CURRENT AND FUTURE OPERATIONS AND GROWTH OF THE ORGANIZATION. KEY EMPLOYEES ALSO UNDERGO AN ANNUAL WRITTEN JOB PERFORMANCE REVIEW, WHICH INVOLVES RATING AND COMMENTING OR CRITICAL INDICATORS SUCH AS QUALITY, CREATIVITY AND PRODUCTIVITY. THE COMMITTEE ANALYZES AVAILABLE COMPENSATION DATA FOR SIMILAR POSITIONS AT NONPROFIT ORGANIZATIONS OF SIMILAR SIZE AND SCOPE IN THE NORTHEAST, AND NEW YORK CITY IN PARTICULAR. IN ADDITION, IN DECEMBER 2011, AFA ENGAGED OUTSIDE CONSULTANTS TO ASSIST IN THIS REVIEW AND DETERMINATION.
FORM 990, PART VI, SECTION C, LINE 19AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE.
FORM 990, PART XI, LINE 5:NET UNREALIZED GAINS ON INVESTMENTS: 18,615.CHANGES IN NET ASSETS OR FUND BALANCES:
THERE HAS BEEN NO CHANGE IN EITHER THE OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.

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