2013-02-14T13:55:25-06:00 2011-12-31 131517563 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2011-01-01 911792864 ALZHEIMER'S FOUNDATION OF AMERICA ALZH 8662328484 322 EIGHTH AVENUE NO 7 FL NEW YORK NY 10001 ERIC J HALL 8662328484 2012-12-11 1 FREDERICK H ROTHMAN P01275277 2128674000 2011 2016-02-25 16:41:14Z ERIC J HALL 322 EIGHTH AVENUE NO 7 FL NEW YORK NY 10001 4278606 0 X WWW.ALZFDN.ORG X 2002 FL TO PROVIDE OPTIMAL CARE AND SERVICES TO INDIVIDUALS CONFRONTING DEMENTIA AND TO THIER CAREGIVERS AND FAMALIES - THROUGH MEMBER ORGANIZATIONS DEDICATED TO IMPROVING QUALITY OF LIFE. 8 8 26 93 112250 -38181 6400296 3956630 0 0 10313 962 93186 102784 6503795 4060376 703894 283012 0 0 1693868 1743966 0 0 328962 5380633 1979015 7778395 4005993 -1274600 54383 2757111 1037328 1999173 206392 757938 830936 TO PROVIDE OPTIMAL CARE AND SERVICES TO INDIVIDUALS CONFRONTING DEMENTIA AND TO THIER CAREGIVERS AND FAMILIES - THROUGH MEMBER ORGANIZATIONS DEDICATED TO IMPROVING QUALITY OF LIFE. 0 0 3211969 283012 THE 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. 3211969 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 26 1 1 1 0 0 0 0 1 1 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 NY AK RI IL MA MI NC OR PA TN VA CA MD WA ME SC OK FL GA HI KY MS NH NJ NM WV AL AZ CO CT MN OH WI X X ERIC J HALL 8662328484 322 EIGHTH AVENUE NEW YORK NY 10001 BERT E BRODSKY 2.00 X 0 0 0 BARRY BERG 2.00 X 0 0 0 GENE SAUNDERS 2.00 X 0 0 0 JEFFREY S GREENER ESQ 2.00 X 0 0 0 TERENCE E SMOLEV ESQ 2.00 X 0 0 0 JOSSELYN B WINSLOW 2.00 X 0 0 0 LUISA ECHEVARRIA 2.00 X 0 0 0 SETH E ELLIS 2.00 X 0 0 0 ERIC J HALL 50.00 X 277535 0 20537 CAROL EHRLICH 50.00 X 138000 0 6996 PAMELA CHAIR 50.00 X 103693 0 0 519228 0 27533 3 0 1 0 0 36950 24950 3894730 20808 3956630 962 962 207588 24950 217054 -9466 -9466 23036 1176 21860 21860 CARE ADVANTAGE MAGAZIN 511120 90390 90390 90390 4060376 0 112250 -8504 246760 246760 36252 36252 298072 208650 59615 29807 1259850 942266 173426 144158 70950 53326 9613 8011 115094 85170 17264 12660 156281 131143 25138 24000 24000 290133 289368 450 315 407628 391559 13278 2791 689972 520371 125376 44225 165158 122217 24774 18167 110783 97001 6891 6891 41640 41640 17959 13290 2694 1975 30358 22465 4554 3339 ENTERTAINMENT 45103 10491 3127 31485 4005993 3211969 465062 328962 1662706 230388 310217 225279 597952 368228 72565 78577 18385 14292 215092 167220 63468 47872 31818 72692 2757111 1037328 1999173 206392 1999173 206392 X 493046 566044 264892 264892 757938 830936 2757111 1037328 X 54383 18615 X X 0 1 1 X 0 X 3660493 3742645 3793782 6494861 3956630 21648411 3660493 3742645 3793782 6494861 3956630 21648411 1938752 19709659 26411 7649 2726 10313 962 48061 235903 48427 206573 490903 22187375 0.88830 0.86050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 75000 1 0 75000 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: AFA'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. 215092 167220 47872 47872 4060376 4005993 54383 18615 18615 72998 4080167 18615 1176 19791 4060376 0 4060376 4007169 1176 1176 4005993 0 4005993 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. 1 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 36252 0 0 0 0 0 0 36252 0 36252 NORTH AMERICA RESEARCH FOR ALZHEIMERS 36252 1 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: MANAGEMENT OF ALZHEIMER'S FOUNDATION OF AMERICA WENT TO CANADA TO ENSURE THAT THE FUNDS WERE BEING USED APPROPRIATELY. CARE ON THE FAIRWAYS- NY 84965 4175 80790 16225 16225 12603 CARE ON THE FAIRWAYS- MIAMI 66309 9850 56459 21000 16000 19949 3 81264 10925 70339 25006 21016 7750 61280 232538 24950 207588 62231 53241 7750 93832 217054 -9466 1 BRITESIDE ADULT DAY CENTER INC 16 SAND HILL ROAD FLEMINGTON NJ 08822 222113056 501(C)(3) 6000 SPRING 2011 BI-ANNUAL GRANT- GIVEN TO ENHANCE OR DEVELOP SERVICES/PROGRAMS IN LOCAL COMMUNITIES. ALZHEIMER'S SERVICES OF THE CAPITAL AREA 3772 NORTH BOULEVARD BATON ROGUE LA 70806 721082047 501(C)(3) 27000 2011 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 4104 BELLINGHAM WA 98227 911238368 501(C)(3) 13500 FAMILY 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 1939 NEW PORT RICHMOND FL 34656 593577101 501(C)(3) 10000 FAMILY 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 AVENUE SOUTH BEND IN 46617 311058502 501(C)(3) 15500 FAMILY 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 DRIVE PORT WASHINGTON NY 11050 112926958 501(C)(3) 8500 FAMILY 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 904 NEW YORK NY 10019 201082179 501(C)(3) 30000 NON-CYCLE GRANTS- GIVEN TO FUND EDUCATIONAL PROGRAMS OR AWARENESS-RAISING EVENTS IN LOCAL COMMUNITIES. 7 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE 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. X 0 0 0 0 0 0 0 0 0 ERIC J HALL 277535 0 0 0 0 0 0 0 20537 0 298072 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 A 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 12C THE 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 15A COMPENSATION 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 19 AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 18,615. THERE HAS BEEN NO CHANGE IN EITHER THE OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.