ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC (EIN 13-3039601)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-12-11
- IRS object ID
- 201333459349300223
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-12-11T12:16:32-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 W JACKSON BLVD STE 2000 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60604 | 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 | 133039601 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alzheimer's Disease & Related Disorders | BusinessNameLine1 |
| Business Name Line2 | Association Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % RICHARD HOVLAND COO/CFO | InCareOfName |
| Name Control | ALZH | NameControl |
| Phone | 3123358700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 N Michigan Ave | AddressLine1 |
| Address Line2 | Suite 17th Flr | AddressLine2 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606017633 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD H HOVLAND | Name |
| Title | COO/CFO | Title |
| Phone | 3123358700 | Phone |
| Date Signed | 2013-12-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL ROMANO | Name |
| Phone | 3128560200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alzheimer's Association | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Richard Hovland | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 N Michigan Ave | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606017633 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 144015808 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 9334 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.alz.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1980 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | To eliminate Alzheimer's disease through the advancement of research; to provide and enhance care and support all affected; and to reduce the risk of dementia through the promotion of brain health. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 38 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 38 | NbrIndependentVotingMembers |
| Total Nbr Employees | 443 | TotalNbrEmployees |
| Total Nbr Volunteers | 8276 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 92496080 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 108946787 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5109038 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3589556 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2227187 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2271114 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4743184 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4223272 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 104575489 | TotalRevenuePriorYear |
| Total Revenue Current Year | 119030729 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 13494403 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 16736969 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 31688578 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 35949146 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 433534 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 140283 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 19112704 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 54211857 | OtherExpensePriorYear |
| Other Expenses Current Year | 56795873 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 99828372 | TotalExpensesPriorYear |
| Total Expenses Current Year | 109622271 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4747117 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 9408458 | RevenuesLessExpensesCY |
| Total Assets BOY | 122758605 | TotalAssetsBOY |
| Total Assets EOY | 138486960 | TotalAssetsEOY |
| Total Liabilities BOY | 52119030 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 53897965 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 70639575 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 84588995 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE ALZHEIMER'S ASSOCIATION IS THE WORLD'S LEADING VOLUNTARY HEALTH ORGANIZATION IN ALZHEIMER CARE, SUPPORT, AND RESEARCH. OUR MISSION 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. OUR VISION: A WORLD WITHOUT ALZHEIMER'S. THE ALZHEIMER'S ASSOCIATION IS A VALUED RESOURCE FOR CAREGIVERS AND THOSE LIVING WITH THE DISEASE, OFFERING INFORMATION, EDUCATION AND SUPPORT. WE ARE A NATIONWIDE NETWORK WITH 80 CHAPTERS WORKING TOGETHER TO ACCOMPLISH OUR MISSION. OUR NATIONAL OFFICE IS HEADQUARTERED IN CHICAGO, AND WE HAVE A PUBLIC POLICY OFFICE IN WASHINGTON, D.C. THE ALZHEIMER'S ASSOCIATION PROVIDES 24/7 CONSTITUENT SUPPORT THROUGH OUR HELPLINE 365 DAYS A YEAR (1.800.272.3900) AND AN AWARD-WINNING WEB SITE, ALZ.ORG. WE ARE THE LARGEST NONPROFIT FUNDER OF ALZHEIMER'S DISEASE RESEARCH. SINCE AWARDING OUR FIRST GRANTS IN 1982, THE ASSOCIATION | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 26754020 | Expense |
| Grants | 0 | Grants |
| Revenue | 57954 | Revenue |
| Description | Public Awareness and Education - Alzheimer's is a progressive, degenerative and ultimately fatal disease. Too few Americans understand the current and future economic impact of Alzheimer's. Already more than 5 million Americans and their families are struggling with this disease without enough information and support. The Alzheimer's Association has invested in education campaigns and initiatives to increase knowledge about Alzheimer's disease and awareness of the Alzheimer's Association as the center of help and hope. Key messages include the importance of early detection, resources for people with Alzheimer's and their families, and the societal impact of the disease. We also engage millions of people as champions to educate their communities and workplaces. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 25109751 | Expense |
| Grants | 15068608 | Grants |
| Revenue | 3311475 | Revenue |
| Description | Research - The Alzheimer's Association is on the forefront of the Alzheimer's scientific field, globally connecting researchers in the quest to find methods of treatment, prevention and a cure. The Alzheimer's Association implements an aggressive research and science program strategically designed to accelerate progress by fostering innovation, identifying and filling critical knowledge gaps, developing and disseminating tools, and nurturing scientific talent. The Alzheimer's Association has been a catalyst and convener for more than 30 years. Whether funding innovative grants to help further treatments and discovery, hosting the Alzheimer's Association International Conference (AAIC*), the world's largest gathering of Alzheimer's researchers, or leading the Worldwide Alzheimer's Disease Neuroimaging Initiative (WW-ADNI) to accelerate advances in imaging, the Alzheimer's Association seeks to fund and advance best-in-class research. We work with collaborators around the globe from all sectors to hasten this progress. * These are names that are trademarks to Alzheimer's Association | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 9448335 | Expense |
| Grants | 493222 | Grants |
| Revenue | 278081 | Revenue |
| Description | Chapter Services - From coast to coast, 80 chapters are in communities nationwide, providing services to families and professionals, including information and referral, support groups, care consultation, education and safety services. The national organization provides strategic and tactical support in these activities. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 22235052 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 1175139 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 83547158 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | true | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 119 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 443 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 38 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 38 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DE | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
| Other Explain In Sch O | X | OtherExplainInSchO |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RICHARD HOVLAND COOCFO | NamePerson |
| Telephone Number | 3123355771 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 N MICHIGAN AVENUE | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606017633 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (57 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| Gerald Sampson | |||||||||
| Chair, Exec. Comm., Director | 10.0 | X | X | 0 | 0 | 0 | |||
| Stewart Putnam | |||||||||
| Vice Chair, Exec. Comm., Dir. | 10.0 | X | X | 0 | 0 | 0 | |||
| Thomas J Winkel | |||||||||
| Treasurer, Exec. Comm., Dir. | 10.0 | X | X | 0 | 0 | 0 | |||
| Deborah Jones | |||||||||
| Secretary, Exec. Comm., Dir. | 10.0 | X | X | 0 | 0 | 0 | |||
| Christopher Binkley | |||||||||
| Director and Exec Committee | 5.0 | X | 0 | 0 | 0 | ||||
| R Thomas Bodkin | |||||||||
| Director and Exec Committee | 5.0 | X | 0 | 0 | 0 | ||||
| Bill Buechele | |||||||||
| Director and Exec Committee | 5.0 | X | 0 | 0 | 0 | ||||
| Cathy Edge | |||||||||
| Director and Exec Committee | 5.0 | X | 0 | 0 | 0 | ||||
| Marlana Geha PhD | |||||||||
| Director and Exec Committee | 5.0 | X | 0 | 0 | 0 | ||||
| Ralph A Nixon MD PhD | |||||||||
| Director and Exec Committee | 5.0 | X | 0 | 0 | 0 | ||||
| Ronald Petersen MD PhD | |||||||||
| Director and Exec Committee | 5.0 | X | 0 | 0 | 0 | ||||
| Kimberly Reed | |||||||||
| Director and Exec Committee | 5.0 | X | |||||||
| Electa Anderson | |||||||||
| DIRECTOR | 5.0 | X | |||||||
| Robert K Burke | |||||||||
| DIRECTOR | 5.0 | X | |||||||
| Anna C Catalano | |||||||||
| DIRECTOR | 5.0 | X | |||||||
| Jack Faer | |||||||||
| DIRECTOR | 5.0 | X | |||||||
| Matthew Furman | |||||||||
| DIRECTOR | 5.0 | X | |||||||
| Deborah Garrett | |||||||||
| DIRECTOR | 5.0 | X | |||||||
| Elizabeth Gelfand Stearns | |||||||||
| DIRECTOR | 5.0 | X | |||||||
| David Goltermann | |||||||||
| DIRECTOR | 5.0 | X | |||||||
| Louis Holland Jr | |||||||||
| DIRECTOR | 5.0 | X | |||||||
| Verna Jones-Rodwell | |||||||||
| DIRECTOR | 5.0 | X | |||||||
| Karen Kauffman PhD CRNP BC | |||||||||
| DIRECTOR | 5.0 | X | |||||||
| Jacqueline Kouri | |||||||||
| DIRECTOR | 5.0 | X | |||||||
| John E Maggio PhD | |||||||||
| DIRECTOR | 5.0 | X | |||||||
| Jeffrey Maloney | |||||||||
| DIRECTOR | 5.0 | X | |||||||
| Bonnie H Marcus | |||||||||
| Director and Exec Committee | 5.0 | X | |||||||
| David Moscow | |||||||||
| DIRECTOR | 5.0 | X | |||||||
| Margaret Noel MD | |||||||||
| DIRECTOR | 5.0 | X | |||||||
| Patrick Peyton | |||||||||
| DIRECTOR | 5.0 | X | |||||||
| Deborah A Randall Esq | |||||||||
| DIRECTOR | 5.0 | X | |||||||
| Scott Russell EdD | |||||||||
| DIRECTOR | 5.0 | X | |||||||
| David Simbro | |||||||||
| Director | 5.0 | X | |||||||
| Alan Silverglat | |||||||||
| Director | 5.0 | X | |||||||
| Suzanne B Swift | |||||||||
| DIRECTOR | 5.0 | X | |||||||
| Carl E Tuerk Jr | |||||||||
| DIRECTOR | 5.0 | X | |||||||
| Paul Wexler | |||||||||
| Director | 5.0 | X | |||||||
| Jerome H Stone | |||||||||
| Founding Pres, Honorary Chair | 5.0 | X | |||||||
| Edward Berube | |||||||||
| Chair (THRU 10/6/12) | 10.0 | X | X | ||||||
| Mary Guerriero Austrom PhD | |||||||||
| Secretary (THRU 10/6/12) | 10.0 | X | X | ||||||
| John Osher | |||||||||
| Dir & Exec Comm (THRU 10/6/12) | 5.0 | X | |||||||
| John Sabl | |||||||||
| Dir & Exec Comm (THRU 10/6/12) | 5.0 | X | |||||||
| Richard Della Penna MD | |||||||||
| Director (THRU 1/4/13) | 5.0 | X | |||||||
| Colleen Goldhammer Benzin | |||||||||
| Director (THRU 10/6/12) | 5.0 | X | |||||||
| Stephen Hume PsyD | |||||||||
| Director (THRU 10/6/12) | 5.0 | X | |||||||
| Linda Mendelson | |||||||||
| Director (THRU 10/6/12) | 5.0 | X | |||||||
| Manny Najera | |||||||||
| Director (THRU 6/5/13) | 5.0 | X | |||||||
| Ron Profili | |||||||||
| Director (THRU 4/1/13) | 5.0 | X | |||||||
| Shellie N Williams MD | |||||||||
| Director (THRU 5/17/13) | 5.0 | X | |||||||
| Harry Johns | |||||||||
| PRESIDENT & CEO | 60.0 | X | 2700754 | 30262 | 78658 | 1.7 | |||
| Richard Hovland | |||||||||
| COO/CFO | 60.0 | X | 364855 | 271 | 89777 | 0.1 | |||
| Angela Geiger | |||||||||
| CHIEF STRATEGY OFFICER | 60.0 | 672327 | 107 | 47185 | 0.1 | X | |||
| William Thies | |||||||||
| CHIEF MEDICAL SCIENCE OFFICER | 60.0 | 339155 | 0 | 50094 | X | ||||
| Robert Egge | |||||||||
| VP - Public Policy | 60.0 | 306180 | 12418 | 56308 | 1.4 | X | |||
| Scott Gardner | |||||||||
| VP - CHAPTER RELATIONS | 60.0 | 261088 | 0 | 39989 | X | ||||
| Paula Pelissero | |||||||||
| Sr. Director, Human Resources | 55.0 | 191285 | 0 | 23805 | X | ||||
| Maria Carrillo | |||||||||
| VP Medical & Scientific Rel | 60.0 | 183998 | 0 | 29100 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 5019642 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 43058 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 414916 | TotalOtherCompensation |
| Number Individuals GT100 K | 64 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| TG Madison | |||||
| 3340 Peachtree Rd NE Ste 2850 | ATLANTA | GA | 30326 | Communication Serv. | 10005537 |
| Alaniz | |||||
| 425 N Iris Street | MT PLEASANT | IA | 52641 | Print/Letter Shop | 7182215 |
| Web Mason | |||||
| P O Box 62414 | BALTIMORE | MD | 21264 | Print/Letter Shop | 1837055 |
| RR Donnelly | |||||
| PO Box 93514 | CHICAGO | IL | 60673 | Print/Letter Shop | 1542934 |
| Michigan Avenue Plaza | |||||
| PO Box 88181 Expedite Way | CHICAGO | IL | 60695 | Realtor | 1475299 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 110 | NumberOfContractorsGT100K |
| Membership Dues | 151000 | MembershipDues |
| Fundraising Events | 641055 | FundraisingEvents |
| Government Grants | 2359140 | GovernmentGrants |
| All Other Contributions | 105795592 | AllOtherContributions |
| Noncash Contributions | 2238452 | NoncashContributions |
| Total Contributions | 108946787 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PROGRAM CONFERENCES | 611710 | 3146813 | 3146813 |
| JOURNAL | 511120 | 164662 | 164662 |
| SAFE RETURN REGISTRATION FEES | 611710 | 139137 | 139137 |
| CAREGIVER TRAINING | 611710 | 138944 | 138944 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3589556 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2340586 | TotalRevenueColumn |
| Exclusion | $2,340,586 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36151 | TotalRevenueColumn |
| Exclusion | $36,151 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 23184568 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 23252145 | Securities |
| Other | 1895 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -67577 | Securities |
| Other | -1895 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -69472 | TotalRevenueColumn |
| Exclusion | -$69,472 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 2656793 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 641055 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 1107800 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1548993 | TotalRevenueColumn |
| Exclusion | $1,548,993 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 44390 | GrossIncomeGaming |
| Gaming Direct Expenses | 4945 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 39445 | TotalRevenueColumn |
| Exclusion | $39,445 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 824173 | GrossSalesOfInventory |
| Cost Of Goods Sold | 618294 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 205879 | TotalRevenueColumn |
| Related Or Exempt Function Income | 57954 | RelatedOrExemptFunctionIncome |
| Exclusion | $147,925 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| AFFILIATE REVENUE | 900099 | 1196319 | $1,196,319 |
| CHAPTER LICENSING AND MAINTENANCE | 900099 | 692056 | $692,056 |
| OTHER REVENUE | 900099 | 504429 | $504,429 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2392804 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 119030729 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3647510 | RelatedOrExemptFunctionIncome |
| Exclusion | $6,436,432 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15343512 | Total |
| Program Services | 15343512 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1393457 | Total |
| Program Services | 1393457 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3984196 | Total |
| Program Services | 2348467 | ProgramServices |
| Management And General | 920361 | ManagementAndGeneral |
| Fundraising | 715368 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24932077 | Total |
| Program Services | 18357704 | ProgramServices |
| Management And General | 1007821 | ManagementAndGeneral |
| Fundraising | 5566552 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4366240 | Total |
| Program Services | 3162760 | ProgramServices |
| Management And General | 267768 | ManagementAndGeneral |
| Fundraising | 935712 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2382391 | Total |
| Program Services | 1728171 | ProgramServices |
| Management And General | 185076 | ManagementAndGeneral |
| Fundraising | 469144 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 284242 | Total |
| Program Services | 219034 | ProgramServices |
| Management And General | 15061 | ManagementAndGeneral |
| Fundraising | 50147 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 247168 | Total |
| Program Services | 141364 | ProgramServices |
| Management And General | 17487 | ManagementAndGeneral |
| Fundraising | 88317 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131376 | Total |
| Program Services | 101162 | ProgramServices |
| Management And General | 16606 | ManagementAndGeneral |
| Fundraising | 13608 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140283 | Total |
| Fundraising | 140283 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111685 | Total |
| Program Services | 111685 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11393256 | Total |
| Program Services | 6041391 | ProgramServices |
| Management And General | 810066 | ManagementAndGeneral |
| Fundraising | 4541799 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10935861 | Total |
| Program Services | 10834430 | ProgramServices |
| Fundraising | 101431 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19680728 | Total |
| Program Services | 12306627 | ProgramServices |
| Management And General | 3343274 | ManagementAndGeneral |
| Fundraising | 4030827 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 271647 | Total |
| Program Services | 237809 | ProgramServices |
| Management And General | 6543 | ManagementAndGeneral |
| Fundraising | 27295 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5797279 | Total |
| Program Services | 4949877 | ProgramServices |
| Management And General | 178483 | ManagementAndGeneral |
| Fundraising | 668919 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5911565 | Total |
| Program Services | 4593631 | ProgramServices |
| Management And General | 77590 | ManagementAndGeneral |
| Fundraising | 1240344 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 988561 | Total |
| Program Services | 823006 | ProgramServices |
| Management And General | 14121 | ManagementAndGeneral |
| Fundraising | 151434 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 933396 | Total |
| Program Services | 686243 | ProgramServices |
| Management And General | 80659 | ManagementAndGeneral |
| Fundraising | 166494 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132948 | Total |
| Program Services | 110611 | ProgramServices |
| Management And General | 4264 | ManagementAndGeneral |
| Fundraising | 18073 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| INVENTORY BUY BACK EXPENSE | 14791 | 14791 |
| . | ||
| . | ||
| . |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 245612 | Total |
| Program Services | 41426 | ProgramServices |
| Management And General | 17229 | ManagementAndGeneral |
| Fundraising | 186957 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109622271 | Total |
| Program Services | 83547158 | ProgramServices |
| Management And General | 6962409 | ManagementAndGeneral |
| Fundraising | 19112704 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15082597 | Total |
| Program Services | 8831475 | ProgramServices |
| Management And General | 2475201 | ManagementAndGeneral |
| Fundraising | 3775921 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11693107 | BOY |
| EOY | 20099316 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17180305 | BOY |
| EOY | 16003666 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16708937 | BOY |
| EOY | 26978835 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 493120 | BOY |
| EOY | 947586 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 328464 | BOY |
| EOY | 303947 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6120978 | BOY |
| EOY | 6372636 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 18816440 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 13009359 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3480738 | BOY |
| EOY | 5807081 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54744000 | BOY |
| EOY | 47313443 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12008956 | BOY |
| EOY | 14660450 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122758605 | BOY |
| EOY | 138486960 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6929664 | BOY |
| EOY | 7485089 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22525567 | BOY |
| EOY | 23356557 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2479892 | BOY |
| EOY | 2795357 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20183907 | BOY |
| EOY | 20260962 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52119030 | BOY |
| EOY | 53897965 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26593123 | BOY |
| EOY | 34866162 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21875658 | BOY |
| EOY | 24811186 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22170794 | BOY |
| EOY | 24911647 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70639575 | BOY |
| EOY | 84588995 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122758605 | BOY |
| EOY | 138486960 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 9408458 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 3180022 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 1360940 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
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 | 78177850 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 75805366 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 86383096 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 92496080 | CurrentTaxYearMinus1Year |
| Current Tax Year | 108946787 | CurrentTaxYear |
| Total | 441809179 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 78177850 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 75805366 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 86383096 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 92496080 | CurrentTaxYearMinus1Year |
| Current Tax Year | 108946787 | CurrentTaxYear |
| Total | 441809179 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 10623374 | AmountsSubstContributorsTotal |
| Public Support Total170 | 431185805 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3077704 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1969538 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2154572 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2076055 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2376737 | CurrentTaxYear |
| Total | 11654606 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 607419 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2610156 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4921675 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6683529 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5918160 | CurrentTaxYear |
| Total | 20740939 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 474204724 | TotalSupport |
| Gross Receipts From Admissions Etc | 21608928 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.90928 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.92570 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| Public Support Percentage509 | 0.00000 | PublicSupportPercentage509 |
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) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | true | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | true | MediaAdvertisements |
| Media Advertisements | $156,323 | MediaAdvertisementsAmount |
| Mailings Members | true | MailingsMembers |
| Mailings Members | $547 | MailingsMembersAmount |
| Publications Or Broadcast | true | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $336,000 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | true | RalliesDemonstrations |
| Rallies Demonstrations | $226,527 | RalliesDemonstrationsAmount |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 719397 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Volunteers | Schedule C, Part II-B, Line 1a | Nearly all of the Association's lobbying is through staff or volunteers. Only a small amount of reportable expenses are incurred for grass roots lobbying. Additionally the association has training to develop and organize chapter based grassroots activities. For fiscal year 2013 these training expenditures were $300,563. As Alzheimer's disease and related dementia, hereafter referred to as Alzheimer's disease, threaten to bankrupt families, businesses and the healthcare system, scientists are coming closer to finding better treatments that could drastically alter the course of the disease. The Alzheimer's Association advocates for public policies aimed at advancing research toward better therapies, detection, methods of prevention and ultimately a cure, as well as for high quality healthcare and long term services and support for people with Alzheimer's and their families. We also advocate for better care for people and families already facing Alzheimer's. More than 500,000 grass roots advocates speak up for the needs and rights of people with Alzheimer's and their families, and help encourage Congress to increase funding for research and care. Policy activities also include collaborating with other organizations to improve quality care and raise awareness of key issues. |
| Media Advertisements | Schedule C, Part II-B, Line 1c | Media advertisements were run during the Advocacy Forum. |
| Mailing to Members, Legislators or the Public | Schedule C, Part II-B, Line 1d | Mailing costs to distribute Facts and Figures to legislators. |
| Publications, or Published or Broadcast Statements | Schedule C, Part II-B, Line 1e | The Association distributed Federal and State Updates approximately 20 times during the year. |
| Direct Contact | Schedule C, Part II-B, Line 1g | The Association utilized Appropriation Consultants to make direct contact with legislators. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11611486 | BeginningOfYearBalance |
| Contributions | 333853 | Contributions |
| Investment Earnings Or Losses | 709613 | InvestmentEarningsOrLosses |
| End Of Year Balance | 12654952 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11255752 | BeginningOfYearBalance |
| Contributions | 323701 | Contributions |
| Investment Earnings Or Losses | 32033 | InvestmentEarningsOrLosses |
| End Of Year Balance | 11611486 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9438167 | BeginningOfYearBalance |
| Contributions | 632021 | Contributions |
| Investment Earnings Or Losses | 1185564 | InvestmentEarningsOrLosses |
| End Of Year Balance | 11255752 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8125409 | BeginningOfYearBalance |
| Contributions | 117211 | Contributions |
| Investment Earnings Or Losses | 1195547 | InvestmentEarningsOrLosses |
| End Of Year Balance | 9438167 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9400894 | BeginningOfYearBalance |
| Contributions | 60401 | Contributions |
| Investment Earnings Or Losses | -1285475 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 50411 | GrantsOrScholarships |
| End Of Year Balance | 8125409 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.94145 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.05855 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 160000 | OtherCostOrOtherBasis |
| Book Value | 160000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 440000 | OtherCostOrOtherBasis |
| Depreciation | 11282 | Depreciation |
| Book Value | 428718 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4223870 | OtherCostOrOtherBasis |
| Depreciation | 2577464 | Depreciation |
| Book Value | 1646406 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6121098 | OtherCostOrOtherBasis |
| Depreciation | 4887033 | Depreciation |
| Book Value | 1234065 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7871472 | OtherCostOrOtherBasis |
| Depreciation | 5533580 | Depreciation |
| Book Value | 2337892 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5807081 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| BENEFICIAL INTERESTS | 14497082 | F |
| ASSETS HELD IN TRUST | 163368 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 14660450 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO CHAPTERS | $13,778,329 |
| GIFT ANNUITY OBLIGATIONS | $4,351,583 |
| DEFFERED RENT | $1,967,682 |
| DEFFERED COMPENSATION | $163,368 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 20260962 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 126646584 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3180022 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 3512568 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 304971 | OtherRevenues |
| Revenue Not Rptd F990 | 6997561 | RevenueNotRptdF990 |
| Revenue Subtotal | 119649023 | RevenueSubtotal |
| Other Revenues Not Included | -618294 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -618294 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 119030729 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 114379293 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 3512568 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 1244454 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 4757022 | ExpensesNotRptdF990 |
| Expenses Subtotal | 109622271 | ExpensesSubtotal |
| Total Expenses Per Form990 | 109622271 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Intended Uses of Endowment Funds | Schedule D, Part V, Line 4 | Permanently restricted net assets are restricted as investments in perpetuity. The Association's endowment consists only of donor-restricted endowment funds. Net assets associated with the Association's endowment funds are classified and reported based on the existence of donor-imposed restrictions. Donors restrict the earnings of some of the Association's endowment funds to fund the Association's research program. In accordance with donor stipulations, the income generated from these assets is restricted for research (approximately 47%) or not purpose restricted (approximately 53%). The Association accounts for endowment net assets by preserving the fair value of the original gift as of the gift date of the donor-restricted endowment fund absent explicit donor stipulations to the contrary. As a result, the Association classifies as permanently restricted net assets (1) the original value of gifts donated to the permanent endowment, (2) the original value of subsequent gifts to the permanent endowment and (3) accumulations to the permanent endowment made in accordance with the direction of the applicable donor gift instrument at the time the accumulation is added to the endowment fund. The Association considers the following factors in making a determination to appropriate or accumulate donor-restricted endowment funds: 1. The duration and preservation of the fund. 2. The purposes of the Association and the donor-restricted endowment fund. 3. General economic conditions. 4. The possible effects of inflation and deflation. 5. The expected total return from income and the appreciation of investments. 6. Other resources of the Association. 7. The investment policies of the Association. The Association has adopted an investment policy that attempts to provide a predictable stream of funding to programs supported by its endowment while seeking to maintain the purchasing power of the endowment assets. As of June 30, 2013, endowment assets only include those assets of donor-restricted funds that the Association must hold in perpetuity, as the Association does not have any Board-designated endowment funds. Under this policy, as approved by the Board of Directors, the endowment assets are invested in a manner that is intended to provide adequate liquidity, maximizing returns on all funds invested and achieving full employment of all available funds as earning assets. The Association has an active Finance Committee and Investment Sub-Committee that meets regularly to ensure that the objectives of the investment policy are being met, and that the strategies used to meet the objectives are in accordance with the investment policy. The Association's policy is to appropriate spending amounts deemed prudent for donor-restricted funds. |
| FIN 48 | SCHEDULE D, PART X, LINE 2 | The Association and the Alzheimer's Impact Movement (AIM) have received favorable determination letters from the Internal Revenue Service, stating that they are exempt from federal income taxes under the provisions of section 501(a) of the Internal Revenue Code of 1986 (IRC), as organizations described in sections 501(c)(3) and 501(c)(4), respectively, except for income taxes pertaining to unrelated business income. Alzheimer's Impact Movement Political Action Committee (AIMPAC) is a political action committee organization exempt from federal taxes under Section 527 of the IRC. The Financial Accounting Standards Board issued guidance that requires tax effects from uncertain tax positions to be recognized in the consolidated financial statements only if the position is more likely than not to be sustained if the position were to be challenged by a taxing authority. Management has determined there are no material uncertain positions that require recognition in the consolidated financial statements and as such, no provision for income taxes is reflected. Additionally, there are no interest or penalties recognized in the consolidated statements of activities or statements of position. Aside from the current year, the tax years ending 2009, 2010 and 2011 are still open to audit for both federal and state purposes. |
| Reconciliation of Revenue | Schedule D, Part XI, Line 2D | Change in perpetual trust $881,767 Change in split interest (576,796) TOTAL $304,971 |
| Reconciliation of Revenue | Schedule D, Part XI, Line 4B | Cost Of Goods Sold $(618,294) TOTAL $(618,294) |
| Reconciliation of Expenses | Schedule D, Part XII, Line 2D | Cost of goods sold $618,294 Bad debt 626,160 TOTAL $1,244,454 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| East Asia and the Pacific | Program Services | Grantmaking | 197668 |
| Europe (Including Iceland and Greenland) | Program Services | Grantmaking | 583121 |
| Middle East and North Africa | Program Services | Grantmaking | 412754 |
| North America | Program Services | Grantmaking | 199914 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 1393457 | SubtotalAmountSpent |
| Total Amount Spent | 1393457 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (14 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|
| Middle East and North Africa | Program Support | 150000 | Check | FMV |
| Europe (Including Iceland and Greenland) | Program Support | 95239 | Check | FMV |
| Europe (Including Iceland and Greenland) | Program Support | 100000 | Check | FMV |
| Middle East and North Africa | Program Support | 99990 | Check | FMV |
| Europe (Including Iceland and Greenland) | Program Support | 99100 | Check | FMV |
| East Asia and the Pacific | Program Support | 99676 | Check | FMV |
| Middle East and North Africa | Program Support | 88880 | Check | FMV |
| Europe (Including Iceland and Greenland) | Program Support | 99682 | Check | FMV |
| Europe (Including Iceland and Greenland) | Program Support | 100000 | Check | FMV |
| Middle East and North Africa | Program Support | 73884 | Check | FMV |
| North America | Program Support | 100000 | Check | FMV |
| East Asia and the Pacific | Program Support | 97992 | Check | FMV |
| Europe (Including Iceland and Greenland) | Program Support | 89100 | Check | FMV |
| North America | Program Support | 99914 | Check | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 14 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Use of Grant Funds Outside U.S. | Identifier |
| Return Reference | Schedule F, Part I, Line 2 | ReturnReference |
| Explanation | The over-sight of the scientific integrity of the Alzheimer's Association International Research Grant Program is three-fold. First, the Alzheimer's Association voluntary Medical & Scientific Advisory Council ensures diversity of funded awards during the grant review process and develops focused requests for applications (RFAs) based on identified needs in the Alzheimer research community. Second, the Alzheimer's Association is engaged in a portfolio analysis of our scientific areas of investment to monitor the diversity of our grants portfolio, potential gaps in research funding, and potential overlap of areas funded. The analysis informs future funding decisions and areas of RFA focus. Third, there is a detailed process once a grant is awarded to monitor program and scientific and financial integrity. The Alzheimer's Association monitors the use of grant funds both inside and outside of the United States as follows: All awardees are required to provide annual reporting to the Alzheimer's Association on both the status of the research project and financial expenditures associated with the award. Sixty days prior to the anniversary of the award, an Alzheimer's Association Post-Award Specialist notifies all researchers and all designated institutional financial officials with fiscal responsibility for the award of the required reports, which include an interim scientific report, and interim financial report and documentation of any publications as a result of Association funding. The institutional official who has fiscal responsibility for the award cannot be the primary investigator of the project. The Alzheimer's Association provides a template for the interim scientific report and a template for the interim financial report, both of which are available for download by the researchers as well as the official with fiscal responsibility for the grant at the awarded institution at https://proposalcentral.altum.com/login.asp. The financial report must be signed by the institutional official with fiscal responsibility, and all reports must be uploaded by the award recipient to proposalcentral. After receipt, all financial reports are reviewed by an Alzheimer's Association post-award specialist for accuracy and consistency with the agreed upon budget. In addition, the Association required protocol continuation approval (i.e., IACUC, IRB, rDNA) annually, if applicable to the research project. Any subsequent payments to grant awardees are generated after their receipt and approval by our Vice President, Medical and Scientific Relations. At the conclusion of the award, all reports/publication(s) are due 90 days after the award expires and must be uploaded to proposalCENTRAL online system. The Financial Report must be signed by the Institutional Official who has fiscal responsibility for the award. In addition, we request, monitor, and follow-up to ensure submission compliance on all awarded contracts and that financial reporting requirements are met. We audit annual awardees financial reports to ensure eligibility for continued funding. Delinquent report(s) may result in the withdrawal of funding. Researchers are informed that delinquent reporting could lead to withdrawal of funding when the request for annual report(s) is sent. If funding is withdrawn due to delinquent reports, any unspent funds must be returned to the Alzheimer's Association. This Researcher becomes ineligible to apply for funding from the Alzheimer's Association. Foreign institutions are required to submit one of the following as verification of non-profit status: * Organization's charter, bylaws and other governing documents * Documentation of non-profit designation from organization's government For-profit organizations are not eligible to apply to the Alzheimer's Association's International Research Grant Program, with the exception of the Part the Cloud Translational Research Grant Program. All institutions are required to submit verification of their non-profit status dated within the last five years (e.g., IRS tax determination letter). If their determination letter is dated prior to this five year period, the institution is asked to provide documentation from an authorized organization individual to confirm there has not been a status change for the organization. For the Part the Cloud Translational Research Grant Program, any for-profit applicant is required to submit their financial statements. The Alzheimer's Association monitors the scientific advances of the Association's grant awardees by maintaining records of publications, presentations, and intellectual property that result from funded studies. The Association requires the grant recipient to notify us on an annual basis with updates to these records. We also monitor follow-on funding from federal agencies. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| 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 | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Name Of IndividualNameOfIndividual | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|
| THD | DM/Push EM PUSH E-MAIL | false | 39819672 | 937752 | 38881920 |
| Infocision | Aware/vol Program | false | 2543426 | 1329966 | 1213460 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 42363098 | TotalGrossReceipts |
| Total Retained By Contractors | 2267718 | TotalRetainedByContractors |
| Total Net To Organization | 40095380 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DE | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | NE | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | SD | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WY | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | NY Gala | NameOfEvent1 |
| Gross Receipts Event1 | 1267500 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 154500 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 1113000 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 121379 | NonCashPrizesEvent1 |
| Food And Beverage Event1 | 229396 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 138183 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Chicago Gala | NameOfEvent2 |
| Gross Receipts Event2 | 755500 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 147800 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 607700 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 139357 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 26945 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 202061 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 113751 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 11 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 1274848 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 338755 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 936093 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 38240 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 45193 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 224561 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 127710 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 3297848 | GrossReceiptsTotal |
| Charitable Contributions Total | 641055 | CharitableContributionsTotal |
| Gross Revenue Total Events | 2656793 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 298976 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 72138 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 656018 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 379644 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 1406776 | DirectExpenseSummaryEvents |
| Net Income Summary | 1250017 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 44390 | GrossRevenueOtherGaming |
| Non Cash Prizes Other Gaming | 4945 | NonCashPrizesOtherGaming |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGaming |
| Gross Revenue Total Gaming | 44390 | GrossRevenueTotalGaming |
| Non Cash Prizes Total Gaming | 4945 | NonCashPrizesTotalGaming |
| Direct Expense Summary Gaming | 4945 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 39445 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | IL | StatesWhereGamingConducted |
| Licensed | true | Licensed |
| License Suspended Etc | false | LicenseSuspendedEtc |
| Gaming With Nonmembers | true | GamingWithNonmembers |
| Member Of Other Entity | false | MemberOfOtherEntity |
| Percentage Of Gaming Othr Facility | 0.00021 | PercentageOfGamingOthrFacility |
| Name Of Gaming Rec Keeper Person | Michelle Helton | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 N Michigan Ave 17th Flr | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606017633 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | false | ContractWith3rdPartyForGamRev |
| Gaming Manager Name Person | Lynne Carey | GamingManagerNamePerson |
| Gaming Manager Compensation | 600 | GamingManagerCompensation |
| Gaming Manager Services Provided | Overall supervision and management | GamingManagerServicesProvided |
| Gaming Manager Is Employee | X | GamingManagerIsEmployee |
| Charitable Distrib Required | false | CharitableDistribRequired |
Form990 Schedule G Part IV Form990ScheduleGPartIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Fundraising Consultant- Control Arrangement | Schedule G, Part I, Line 2B, Box (III) | The Alzheimer's Association engages Infocision (IMC) for professional fundraising consultant services. A description of the arrangement of the funds is listed below: Post Office Box - IMC will facilitate the set-up of a post office box to be used solely for the purpose of the volunteer recruitment campaign. All donations mailed in for the volunteer recruitment campaign will be mailed to the separate post office box and will be collected daily (5 days per week, Monday through Friday) by the caging vendor. Post Office fees will be invoiced through IMC and paid through the cage. Bank Account - IMC will facilitate the set-up of a bank account, at the bank of the client's choice, to be used solely for deposits of donations from the volunteer recruitment campaign. All donations mailed in for the volunteer recruitment campaign will be collected and processed by the caging vendor. All funds from the volunteer recruitment donations will be deposited into the bank account set up for volunteer recruitment within two days. Bank fees will be invoiced through IMC and paid through the cage. |
| Fundraising Consultant- Gross Receipts Arrangement | Schedule G, Part I, Line 2B, Box (IV) | In FY13, the Association received $340,000 in revenue from Infocision as a result of FY12 campaigns. This $340,000 was over and above the FY12 stated gross revenue and remitted in FY13. |
| Fundraising Consultant- Fee Arrangement | Schedule G, Part I, Line 2B, Box (VI) | The agreement between Infocision Management Corporation (IMC) and the Alzheimer's Association is not a percentage-based agreement. Infocision Management Corporation is to be paid a fixed fee per completed call as described in the main agreement and said compensation provisions shall be controlling. The Alzheimer's Association exercises control and approval over the content and frequency of all solicitations and volunteer recruitment interactions. |
| Organization Operates Gaming Activities With Nonmembers | SCHEDULE G, PART III, LINE 11 | The Alzheimer's Association is not a membership organization as described by the IRS. The organization therefore doesn't consider its donors members. Therefore, the organization has checked box 11 in Part III of Schedule G, "Yes." |
| Additional Gaming Manager Information | SCHEDULE G, PART III, LINE 16 | Name: Kate Levy Gaming manager compensation: $300 Description of services provided: Recordkeeping Employee Name: Katherine Lee Gaming manager compensation: $300 Description of services provided: Cash management and bank deposits Employee |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (65 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| University of Southern California | ||||||||
| 3720 S Flower St | Los Angeles | CA | 90089 | 951642394 | 501(c)(3) | 300000 | FMV | Program Support |
| Sanford-Burnham Medical Research Institute | ||||||||
| 10901 Torrey Pines Rd | La Jolla | CA | 92037 | 510197108 | 501(c)(3) | 300000 | FMV | Program Support |
| Medical University of South Carolina | ||||||||
| 19 Hagood Ave | Charleston | SC | 29425 | 576000722 | 501(c)(3) | 300000 | FMV | Program Support |
| University of Kentucky Research Foundation | ||||||||
| 109 Kinkead Hall | Lexington | KY | 40506 | 616033693 | 501(c)(3) | 149999 | FMV | Program Support |
| NorthWestern University | ||||||||
| 750 N Lake Shore Dr | Chicago | IL | 60611 | 362167817 | 501(c)(3) | 200000 | FMV | Program Support |
| Stanford University | ||||||||
| 3172 Porter Drive | Palo Alto | CA | 94304 | 941156365 | 501(c)(3) | 199992 | FMV | Program Support |
| New York University School of Medicine | ||||||||
| One Park Ave 6th Flr | New York | NY | 10016 | 135562308 | 501(c)(3) | 240000 | FMV | Program Support |
| The Salk Institute for Biological Studies | ||||||||
| 10010 Torrey Pines | La Jolla | CA | 92037 | 952160097 | 501(c)(3) | 240000 | FMV | Program Support |
| Emory University | ||||||||
| 1599 Clifton Rd NE | Atlanta | GA | 31322 | 580566256 | 501(c)(3) | 240000 | FMV | Program Support |
| New York University | ||||||||
| 665 Broadway Ste 801 | New York | NY | 10012 | 135562308 | 501(c)(3) | 239844 | FMV | Program Support |
| The Trustees of Univ of Pennsylvania | ||||||||
| 3451 Walnut St | Philadelphia | PA | 19104 | 231352685 | 501(c)(3) | 240000 | FMV | Program Support |
| New York University School of Medicine | ||||||||
| One Park Ave 6th Flr | New York | NY | 10016 | 135562308 | 501(c)(3) | 233960 | FMV | Program Support |
| Trustees of Boston University | ||||||||
| 85 E Newton St M-921 | Boston | MA | 02118 | 104210354 | 501(c)(3) | 239490 | FMV | Program Support |
| Case Western Reserve University | ||||||||
| 10900 Euclid Ave | Cleveland | OH | 44106 | 341018992 | 501(c)(3) | 240000 | FMV | Program Support |
| Mayo Clinic Jacksonville | ||||||||
| 4500 San Pablo Rd | Jacksonville | FL | 32224 | 159333702 | 501(c)(3) | 170000 | FMV | Program Support |
| New York University School of Medicine | ||||||||
| One Park Ave 6th Flr | New York | NY | 10016 | 135562308 | 501(c)(3) | 160000 | FMV | Program Support |
| Johns Hopkins University | ||||||||
| 733 Broadway Ste 117 | Baltimore | MD | 21205 | 520595110 | 501(c)(3) | 100000 | FMV | Program Support |
| The Institute for Molecular Medicine | ||||||||
| 16371 Bothard | Huntington Beach | CA | 91647 | 880366979 | 501(c)(3) | 99998 | FMV | Program Support |
| University of Florida | ||||||||
| 219 Grinter Hall | Gainesville | FL | 32611 | 596002052 | 501(c)(3) | 99332 | FMV | Program Support |
| Regents of the University of California | ||||||||
| 9500 Gilman Dr | La Jolla | CA | 92093 | 956006144 | 501(c)(3) | 100000 | FMV | Program Support |
| Duke University Medical Center | ||||||||
| 2200 W Main St Ste 820 | Durham | NC | 27705 | 560532129 | 501(c)(3) | 100000 | FMV | Program Support |
| Roskamp Foundation | ||||||||
| 2040 Whitfield Ave | Sarasota | FL | 34243 | 656206042 | 501(c)(3) | 100000 | FMV | Program Support |
| Vanderbilt University Medical Center | ||||||||
| 1400 18th Ave South | Nashville | TN | 37212 | 162047682 | 501(c)(3) | 100000 | FMV | Program Support |
| Columbia University Medical Center | ||||||||
| 630 W 168th St Box 49 | New York | NY | 10032 | 135598093 | 501(c)(3) | 100000 | FMV | Program Support |
| University of California San Diego | ||||||||
| 9500 Gilman Dr | La Jolla | CA | 92093 | 956006144 | 501(c)(3) | 99998 | FMV | Program Support |
| University of Pennsylvania | ||||||||
| 3451 Walnut St P-221 | Philadelphia | PA | 19104 | 231352685 | 501(c)(3) | 100000 | FMV | Program Support |
| Stanford University | ||||||||
| 3172 Porter Drive | Palo Alto | CA | 94304 | 941156365 | 501(c)(3) | 100000 | FMV | Program Support |
| University of Michigan | ||||||||
| 3003 S State St | Ann Arbor | MI | 48109 | 386006309 | 501(c)(3) | 100000 | FMV | Program Support |
| Univ of Texas Health Science Center | ||||||||
| Post Office Box 20036 | Houston | TX | 77225 | 741761309 | 501(c)(3) | 100000 | FMV | Program Support |
| Washington University St Louis | ||||||||
| 660 S Euclid Ave | St Louis | MO | 63110 | 431653611 | 501(c)(3) | 95991 | FMV | Program Support |
| Hartford Hospital | ||||||||
| 80 Seymour St | Hartford | CT | 06102 | 060646668 | 501(c)(3) | 99697 | FMV | Program Support |
| University of Arkansas | ||||||||
| 210 Admin | Fayetteville | AR | 72701 | 716003252 | 501(c)(3) | 97823 | FMV | Program Support |
| University of Nebraska | ||||||||
| 987835 Nebraska Medical Ctr | Omaha | NE | 68198 | 147004912 | 501(c)(3) | 100000 | FMV | Program Support |
| Widener University | ||||||||
| One University Place | Chester | PA | 19013 | 231386178 | 501(c)(3) | 93550 | FMV | Program Support |
| Beth Israel Deaconess Medical Center | ||||||||
| 330 Brookline Ave | Boston | MA | 02215 | 042103881 | 501(c)(3) | 100000 | FMV | Program Support |
| Columbia University Medical Center | ||||||||
| 630 W 168th St Box 49 | New York | NY | 10032 | 135598093 | 501(c)(3) | 100000 | FMV | Program Support |
| Massachusetts General Hospital | ||||||||
| 101 Huntington Ave | Boston | MA | 02199 | 042697983 | 501(c)(3) | 99999 | FMV | Program Support |
| Yale University | ||||||||
| 47 College St Ste 203 | New Haven | CT | 06520 | 060646973 | 501(c)(3) | 100000 | FMV | Program Support |
| The Washington University | ||||||||
| 1 Brookings Dr | St Louis | MO | 63130 | 430653611 | 501(c)(3) | 100000 | FMV | Program Support |
| University of California San Francisco | ||||||||
| 3333 California St | San Francisco | CA | 94118 | 946036493 | 501(c)(3) | 100000 | FMV | Program Support |
| University of California San Francisco | ||||||||
| 3333 California St | San Francisco | CA | 94118 | 946036493 | 501(c)(3) | 99978 | FMV | Program Support |
| Wake Forest University | ||||||||
| Medical Center | Winston Salem | NC | 27157 | 223849199 | 501(c)(3) | 99309 | FMV | Program Support |
| Mayo Clinic Jacksonville | ||||||||
| 4500 San Pablo Rd | Jacksonville | FL | 32224 | 159333702 | 501(c)(3) | 100000 | FMV | Program Support |
| Pharmatrophix Inc | ||||||||
| 2198 Sterling Ave | Menlo Park | CA | 94025 | 141973571 | 600000 | FMV | Program Support | |
| University of California San Francisco | ||||||||
| 3333 California St | San Francisco | CA | 94118 | 946036493 | 501(c)(3) | 600000 | FMV | Program Support |
| Buck Institute for Research on Aging | ||||||||
| 8001 Redwood Blvd | Novato | CA | 94945 | 943030609 | 501(c)(3) | 200000 | FMV | Program Support |
| Palo Alto Institute | ||||||||
| 3801 Miranda Ave | Palo Alto | CA | 94304 | 770207331 | 501(c)(3) | 200000 | FMV | Program Support |
| University of California San Francisco | ||||||||
| 3333 California St | San Francisco | CA | 94143 | 946036493 | 501(c)(3) | 200000 | FMV | Program Support |
| Brigham & Women's Hospital | ||||||||
| 75 Francis St | Boston | MA | 02115 | 104231290 | 501(c)(3) | 137500 | FMV | Program Support |
| NorthWestern University - Chicago Campus | ||||||||
| 750 N Lake Shore Dr | Chicago | IL | 60611 | 362167817 | 501(c)(3) | 450000 | FMV | Program Support |
| University of California - San Diego | ||||||||
| 9500 Gilman Dr | La Jolla | CA | 92093 | 956006144 | 501(c)(3) | 450000 | FMV | Program Support |
| Pacific Health Research & Education Inst | ||||||||
| 3375 Koapaka St | Honolulu | HI | 96819 | 990312283 | 501(c)(3) | 449999 | FMV | Program Support |
| University of Pennsylvania | ||||||||
| 3451 Walnut St P-221 | Philadelphia | PA | 19104 | 231352685 | 501(c)(3) | 450000 | FMV | Program Support |
| Research Fdn for Mental Hygiene | ||||||||
| 150 Broadway Ste 301 | Menands | NY | 12204 | 141410842 | 501(c)(3) | 450000 | FMV | Program Support |
| American Brain Foundation | ||||||||
| 201 Chicago Ave | Minneapolis | MN | 55415 | 430653611 | 501(c)(3) | 43333 | FMV | Program Support Program Support |
| Foundation for the National Inst of Health | ||||||||
| 9650 Rockville Pike | Bethesda | MD | 20814 | 521986675 | 501(c)(3) | 250000 | FMV | Program Support Program Support |
| Washington University in St Louis | ||||||||
| 660 S Euclid Ave | St Louis | MO | 63110 | 430653611 | 501(c)(3) | 1023435 | FMV | Program Support |
| Illumina | ||||||||
| 5200 Illumina Way | San Diego | CA | 92122 | 330804655 | 501(c)(3) | 1000000 | FMV | Program Support |
| University of Wisconsin at Madison | ||||||||
| 21 N Park St Ste 6401 | Madison | WI | 53715 | 396006492 | 501(c)(3) | 100000 | FMV | Program Support |
| University of Wisconsin at Madison | ||||||||
| 21 N Park St Ste 6401 | Madison | WI | 53715 | 396006492 | 501(c)(3) | 100000 | FMV | Program Support |
| Cleveland Clinic Foundation | ||||||||
| 9500 Euclid Ave | Cleveland | OH | 44195 | 340714585 | 501(c)(3) | 46667 | FMV | Program Support |
| Cleveland Clinic Foundation | ||||||||
| 9500 Euclid Ave | Cleveland | OH | 44195 | 340714585 | 501(c)(3) | 46667 | FMV | Program Support |
| Cleveland Clinic Foundation | ||||||||
| 9500 Euclid Ave | Cleveland | OH | 44195 | 340714585 | 501(c)(3) | 46667 | FMV | Program Support |
| Case Western Reserve Univ | ||||||||
| 10900 Euclid Ave | Cleveland | OH | 44106 | 341018992 | 501(c)(3) | 80000 | FMV | Program Support |
| Alzheimer's Impact Movement | ||||||||
| 225 North Michigan Ave | Chicago | IL | 60601 | 271961435 | 501(c)(4) | 807959 | FMV | Program Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 63 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 2 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Use of Grant Funds Inside U.S. | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | The over-sight of the scientific integrity of the Alzheimer's Association International Research Grant Program is three-fold. First, the Alzheimer's Association voluntary Medical & Scientific Advisory Council ensures diversity of funded awards during the grant review process and develops focused requests for applications (RFAs) based on identified needs in the Alzheimer research community. Second, the Alzheimer's Association is engaged in a portfolio analysis of our scientific areas of investment to monitor the diversity of our grants portfolio, potential gaps in research funding, and potential overlap of areas funded. The analysis informs future funding decisions and areas of RFA focus. Third, there is a detailed process once a grant is awarded to monitor program and scientific and financial integrity. The Alzheimer's Association monitors the use of grant funds both inside and outside of the United States as follows: All awardees are required to provide annual reporting to the Alzheimer's Association on both the status of the research project and financial expenditures associated with the award. Sixty days prior to the anniversary of the award, an Alzheimer's Association Post-Award Specialist notifies all researchers and all designated institutional financial officials with fiscal responsibility for the award of the required reports, which include an interim scientific report, and interim financial report and documentation of any publications as a result of Association funding. The institutional official who has fiscal responsibility for the award cannot be the primary investigator of the project. The Alzheimer's Association provides a template for the interim scientific report and a template for the interim financial report, both of which are available for download by the researchers as well as the official with fiscal responsibility for the grant at the awarded institution at https://proposalcentral.altum.com/login.asp. The financial report must be signed by the institutional official with fiscal responsibility, and all reports must be uploaded by the award recipient to proposalcentral. After receipt, all financial reports are reviewed by an Alzheimer's Association post-award specialist for accuracy and consistency with the agreed upon budget. In addition, the Association required protocol continuation approval (i.e., IACUC, IRB, rDNA) annually, if applicable to the research project. Any subsequent payments to grant awardees are generated after their receipt and approval by our Vice President, Medical and Scientific Relations. At the conclusion of the award, all reports/publication(s) are due 90 days after the award expires and must be uploaded to proposalCENTRAL online system. The Financial Report must be signed by the Institutional Official who has fiscal responsibility for the award. In addition, we request, monitor, and follow-up to ensure submission compliance on all awarded contracts and that financial reporting requirements are met. We audit annual awardees financial reports to ensure eligibility for continued funding. Delinquent report(s) may result in the withdrawal of funding. Researchers are informed that delinquent reporting could lead to withdrawal of funding when the request for annual report(s) is sent. If funding is withdrawn due to delinquent reports, any unspent funds must be returned to the Alzheimer's Association. This Researcher becomes ineligible to apply for funding from the Alzheimer's Association. Foreign institutions are required to submit one of the following as verification of non-profit status: * Organization's charter, bylaws and other governing documents * Documentation of non-profit designation from organization's government For-profit organizations are not eligible to apply to the Alzheimer's Association's International Research Grant Program, with the exception of the Part the Cloud Translational Research Grant Program. All institutions are required to submit verification of their non-profit status dated within the last five years (e.g., IRS tax determination letter). If their determination letter is dated prior to this five year period, the institution is asked to provide documentation from an authorized organization individual to confirm there has not been a status change for the organization. For the Part the Cloud Translational Research Grant Program, any for-profit applicant is required to submit their financial statements. The Alzheimer's Association monitors the scientific advances of the Association's grant awardees by maintaining records of publications, presentations, and intellectual property that result from funded studies. The Association requires the grant recipient to notify us on an annual basis with updates to these records. We also monitor follow-on funding from federal agencies. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Harry Johns | ||||||||||||||
| PRESIDENT & CEO | 553375 | 30262 | 107000 | 0 | 2040379 | 0 | 57000 | 0 | 21658 | 0 | 2779412 | 30262 | 1828870 | 0 |
| Richard Hovland | ||||||||||||||
| COO/CFO | 293956 | 271 | 69254 | 0 | 1645 | 0 | 60833 | 0 | 28944 | 0 | 454632 | 271 | 0 | 0 |
| Angela Geiger | ||||||||||||||
| CHIEF STRATEGY OFFICER | 340143 | 107 | 81867 | 0 | 250317 | 0 | 27500 | 0 | 19685 | 0 | 719512 | 107 | 222083 | 0 |
| William Thies | ||||||||||||||
| CHIEF MEDICAL SCIENCE OFFICER | 265757 | 0 | 69376 | 0 | 4022 | 0 | 27500 | 0 | 22594 | 0 | 389249 | 0 | 0 | 0 |
| Robert Egge | ||||||||||||||
| VP - Public Policy | 246622 | 12418 | 59296 | 0 | 262 | 0 | 27500 | 0 | 28808 | 0 | 362488 | 12418 | 0 | 0 |
| Scott Gardner | ||||||||||||||
| VP - CHAPTER RELATIONS | 212531 | 0 | 47700 | 0 | 857 | 0 | 27500 | 0 | 12489 | 0 | 301077 | 0 | 0 | 0 |
| Paula Pelissero | ||||||||||||||
| Sr. Director, Human Resources | 180621 | 0 | 9719 | 0 | 945 | 0 | 20975 | 0 | 2830 | 0 | 215090 | 0 | 0 | 0 |
| Maria Carrillo | ||||||||||||||
| VP Medical & Scientific Rel | 177869 | 0 | 5971 | 0 | 158 | 0 | 21006 | 0 | 8094 | 0 | 213098 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| TRAVEL FOR COMPANIONS | SCHEDULE J, PART I, LINE 1A | AT TIMES A BOARD MEMBER WITH EARLY ON-SET ALZHEIMER'S DISEASE MAY REQUIRE A COMPANION TO ACCOMPANY him or her ON BUSINESS TRAVEL FOR SAFETY REASONS. SINCE his or her INVOLVEMENT IN THE MEETINGS IS BENEFICIAL TO THE MISSION of the Alzheimer's Association; THE EXPENSE OF COMPANION TRAVEL IS REIMBURSED. |
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | SCHEDULE J, PART I, LINE 4B | HARRY JOHNS PARTICIPATED IN A 457(F) SUPPLEMENTAL NONQUALIFIED DEFERRED COMPENSATION OR RETIREMENT PLAN. THE ACCRUAL AMOUNT UNDER THE PLAN IN CALENDAR YEAR 2012 WAS $240,132 AND AS DISCUSSED LATER and reported on Schedule J, Part II, the amounts that became vested under the supplemental retirement plan were required to be reported on the Form 990 when included in taxable income, even though the amounts were earned over several years of service, and even though most of the final benefit had already been reported on prior Form 990s as accrued. IN ADDITION, RICHARD HOVLAND, ANGELA GEIGER, AND HARRY JOHNS ALSO PARTICIPATED IN A 457(B) RETIREMENT PLAN THE AMOUNT ACCRUED IN CALENDAR YEAR 2012 IS INCLUDED ON SCHEDULE J AS DEFERRED COMPENSATION (I.E., SCHEDULE J, PART II, COLUMN (C)). HARRY JOHNS WAS THE ONLY INDIVIDUAL IN CALENDAR YEAR 2012 WITH AN AMOUNT ACCRUED UNDER THE PROVISIONS OF THE PLAN DURING THE REPORTING PERIOD. THE AMOUNT ACCRUED FOR HARRY JOHNS UNDER THIS PLAN IN CALENDAR YEAR 2012 WAS $17,000, WHICH IS THE IRC PRESCRIBED MAXIMUM UNDER THIS TYPE OF PLAN FOR THE CALENDAR YEAR 2012. |
| Supplemental Compensation Information | SCHEDULE J, PART II, COLUMN (B) (II) | HARRY JOHNS RECEIVED PERFORMANCE BASED INCENTIVE COMPENSATION OF $107,000 BASED ON HIS SUCCESSFUL ACHIEVEMENT OF SPECIFIC GOALS, WHICH WERE DEVELOPED, REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS IN CONSULTATION WITH THE BOARD'S INDEPENDENT 3RD PARTY COMPENSATION CONSULTANTS. THIS PERFORMANCE BASED INCENTIVE COMPENSATION WAS EARNED FOR PERFORMANCE IN FISCAL YEAR 2012 BUT IT WAS PAID IN CALENDAR YEAR 2012 (I.E., FISCAL YEAR 2013). |
| Supplemental Compensation Information - OTHER REPORTABLE COMPENSATION | SCHEDULE J, PART II, COLUMN (B) (III) | AS PER HIS INITIAL EMPLOYMENT ARRANGEMENT IN 2005 WITH THE ALZHEIMER'S ASSOCIATION, MR. JOHNS WAS TO participate IN A 457(F) DEFERRED COMPENSATION OR RETIREMENT PLAN, to replace a defined benefit plan in which he had been participating during his 22-year career with his previous employer (with significant value given up when he agreed to become the President and Chief Executive Officer of the Alzheimer's Association in September 2005). Alzheimer's Association agreed, as part of the recruitment of Mr. Johns in 2005, to take into account the defined benefit pension benefit he would have earned from the prior employer had he remained there, as well as the benefit actually earned at the time he left to take the position with Alzheimer's Association, thus the combination of benefits from the prior employer and from this organization reflects his nearly 30 years of service to these two not-for-profit, tax-exempt charities, and reflects his record of superior leadership at two significant charities and his achieving and exceeding performance goals at the Alzheimer's Association. AS INDICATED ON THIS YEAR'S RETURN NEARLY 90% OF THE TOTAL PAYOUT NOW REPORTED AS "OTHER REPORTABLE COMPENSATION" HAD BEEN PREVIOUSLY REPORTED AS DEFERRED COMPENSATION ON THE FORM 990 AND the current amount reported reflects the accumulated and now vested value of the total retirement benefit, which was subject to forfeiture if Mr. Johns had not performed substantial future services, and which is required to be distributed as A VESTED NONQUALIFIED 457(F) RETIREMENT BENEFIT, WHICH IS SUBJECT TO FULL TAXATION AND REPORTING ON FORM W-2 AS CURRENT PERSONAL INCOME, DESPITE BEING DESIGNED AND INTENDED FOR RETIREMENT FUNDING PURPOSES. |
| Supplemental Compensation Information | SCHEDULE J, PART II, COLUMN (C) | HARRY JOHNS - RETIREMENT AND OTHER DEFERRED COMPENSATION OF $57,000 IS COMPRISED OF THE FOLLOWING: - EMPLOYER CONTRIBUTIONS TO THE QUALIFIED BROAD-BASED 401(K) RETIREMENT PLAN - $27,500; - EMPLOYER ACCRUAL OF RETIREMENT BENEFIT TO A SUPPLEMENTAL RETIREMENT ACCOUNT UNDER THE PREVIOUSLY DISCUSSED 457(B) - $17,000; - MULTI-YEAR RETENTION INCENTIVE - $12,500, ACCRUED AND PAID IN DECEMBER 2012 WITH VESTING OCCURRING ON JUNE 30, 2012. ANGELA GEIGER - RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDE EMPLOYER CONTRIBUTIONS TO A QUALIFIED 401(K) RETIREMENT PLAN. IN ADDITION, A RETENTION INCENTIVE AWARD WAS PAID TO MS. GEIGER IN JULY 2012, WHICH WAS A BENEFIT TIED TO SPECIFIC MULTI-YEAR VESTING REQUIREMENTS THROUGH JULY 30, 2012. SINCE THE VESTING REQUIREMENTS WERE SATISFIED THEY REQUIRED IMMEDIATE TAXATION AND DISTRIBUTION IN 2012. IT IS IMPORTANT TO NOTE THAT NEARLY 90% OF THE ENTIRE AMOUNT CURRENTLY TAXED AND DISTRIBUTED HAS BEEN PREVIOUSLY REPORTED AS DEFERRED COMPENSATION ON PRIOR FORM 990'S AS INDICATED IN SCHEDULE J, PART II, COLUMN (F). RICHARD HOVLAND - RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES EMPLOYER CONTRIBUTION TO A QUALIFIED 401(K) RETIREMENT PLAN AND A RETENTION INCENTIVE ACCRUAL WHICH WAS NOT PAID AS OF DECEMBER 31, 2012 BUT WHICH IS TIED TO SPECIFIC MULTI-YEAR VESTING REQUIREMENTS THROUGH JULY 30, 2013. ROBERT EGGE, WILLIAM THIES, SCOTT GARDNER, PAULA PELISSERO AND MARIA CARRILLO - RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES EMPLOYER CONTRIBUTIONS TO A QUALIFIED 401(K) RETIREMENT PLAN. |
| Supplemental Compensation Information | SCHEDULE J, PART II, COLUMN (D) | HARRY JOHNS - NON-TAXABLE BENEFITS OF $21,658 INCLUDE EMPLOYER CONTRIBUTIONS TO MEDICAL, DENTAL, BASIC LIFE INSURANCE, SHORT AND LONG-TERM DISABILITY, AND LONG TERM CARE INSURANCE BASED ON HIS PERSONAL ELECTIONS FOR CALENDAR YEAR 2012 THROUGH THE BENEFIT OFFERINGS AVAILABLE TO ALL OTHER BENEFITS-ELIGIBLE EMPLOYEES AT OUR ORGANIZATION. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 522 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 219500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Cost/Selling Price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 111 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1719976 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Cost/Selling Price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Various noncash items | Description |
| Number Of Contributions | 271 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 298976 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third Party Assistance of Noncash Contributions | Identifier |
| Return Reference | SCHEDULE M, PART I, LINE 25 AND LINE 32B | ReturnReference |
| Explanation | Line 25 - The Alzheimer's Association receives various noncash contributions for their fundraising events. These items include sporting tickets, jewelry, concert tickets, dinners and various other packages. Line 32B: A third party broker receives directly, sells and remits proceeds from stock gifts. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Other Program Services | FORM 990, Part III, Line 4d | Advocacy - As Alzheimer's disease threatens to bankrupt families, businesses and our healthcare system, scientists are coming close to finding better treatments that could drastically alter the course of the disease. The Alzheimer's Association advocates for public policies aimed at advancing research toward better therapies, detection, methods of prevention and ultimately a cure, as well as for better care and resources, and health and long-term coverage to ensure high quality cost effective care for people with Alzheimer's disease and their families. More than 500,000 grass roots advocates speak up for the needs and rights of people with Alzheimer's and the families, and help encourage Congress to increase funding for research and care. Policy activities also include collaborating with other organizations to improve quality care and raise awareness of key issues. Expenses: 5,649,926 Grants: 807,959 Revenues: NONE Patient and Family Services - The Alzheimer's Association* provides an array of information and support services designed specifically for individuals with Alzheimer's disease, their families, friends and caregivers. In order to meet the diverse needs of individuals affected by Alzheimer's disease, the Association's programs and services are offered in person, by phone and online. Through our programs and services, the Association serves more than 700,000 individuals in person or by telephone, and millions more via the web each year. Online nationwide and in chapters throughout the country, constituents can attend education programs and support groups, receive personalized care consultation and engage in early stage programs, enroll in support programs and purchase products to reduce the risks associated with wandering. The Association has been a leader in providing support programs and products to reduce the risks of wandering, a dangerous and potentially fatal symptom of Alzheimer's disease, for the approximately 6 of 10 persons with dementia at risk for wandering. Through the Medicalert* + Alzheimer's Association Safe Return Program* and Comfort Zone. Alzheimer's Association Alzheimer's Navigator* is an online tool to help caregivers and people with dementia evaluate the needs, identify action steps and connect with local programs and services. Developed with the feedback of people living with Alzheimer's and their caregivers, Alzheimer Navigator* also allows users to reassess needs and adjust care plans as the disease progresses. Alzconnected*, powered by the Alzheimer's Association, is the first social networking community designed for people living with Alzheimer's and their caregivers. It offers a place where those impacted by Alzheimer's can connect to others, find support and share tips and strategies for living with the disease. Through the Association's 24/7/365 helpline, individuals with Alzheimer's disease and their families can talk to a specialist to receive information and basic education about the disease; and for more complicated or urgent situations, constituents can speak to a Masters-level trained counselor, any time, day or night. This resource is also available in more than 15 languages. The Helpline handles over 290,000 calls per year. The Association's website (www.alz.org) receives an average of 1.8 million visits each month. Online programs include: self-service education programs, an online community, an interactive brain tour (available in 170 languages), access to comprehensive disease information, portals in Spanish, Chinese, and Vietnamese, a virtual library, a safety center, and a newly developed MICROSITE specifically for people living with Alzheimer's, with input from people in the early stages of Alzheimer's disease and their care partners. Through the Association's Early Stage Initiative, individuals in the early stages of the disease can participate in education programs, support groups and engagement programs. Additionally, the Association convenes an Early State Advisory Group whose members work to raise awareness, advocate for the cause, and provide guidance and review of our programs and services. The programs and services of the Alzheimer's Association are designed to provide education, information, support resources, and to help individuals with Alzheimer's and their families navigate the long and complicated journey through Alzheimer's disease. * These are names that are trademarks of the Alzheimer's Association. Expenses: 16,585,126 Grants: 367,180 Revenues: NONE |
| Governing Body | Form 990, Part VI, Line 1a | The Board of Directors of the Alzheimer's Association is the organization's governing body. The Board has delegated authority to its standing and other business committees as described in Article VII of the organizational bylaws. The following excerpt from the Association's bylaws discuss committees of the Board of Directors. Committees of Directors: The Board of Directors shall have the following standing committees: Executive, Finance, Governance and Nominating, Compensation and Audit. Executive Committee: The Executive Committee shall supervise the affairs of the Association, approve expenditures and commitments according to policies prescribed by the Board of Directors, act for and carry out the established policies of the Association as defined by the Board of Directors, including the policies and procedures, report to the Board of Directors at each meeting of the Board of Directors and have such other additional powers as may be by law or resolution of the Board of Directors provided. The Executive Committee shall have and may exercise all authority including the election of officers other than the Chair, Chair Elect, one or more vice Chairs, Secretary, Treasurer or President and Chief Executive Officer, it being understood that the Executive Committee may elect an interim President and Chief Executive Officer to serve until the next meeting of the Board of Directors in the management of the Association, subject to the limitations contained in the Delaware corporation law. The Committee's responsibilities shall include, but not be limited to, initiating long-range planning, environmental scanning and performance evaluation; initiating the Board's annual strategic priorities for approval by the Board; assisting the Chair in developing charges to the committees; identifying programmatic and financial indicators of Association performance; conducting the review, performance evaluation and succession planning for the President and CEO; making bylaw recommendations to the Board; reviewing the activities of the Medical and Scientific Advisory Council; and identifying significant issues as that term is defined in Article IX which require consideration by the Association Assembly as described in the same Article and receiving, on behalf of the Board, the Association Assembly's suggestions and recommendations for Board consideration or action. At each of its annual meetings, the Board of Directors by duly adopted resolution shall elect an Executive Committee consisting of not less than eleven or more than fifteen Directors. The Chair, Chair Elect, Vice Chairs, Secretary, Treasurer, Chairs of the Standing Committees and Chairs of the following Committees: Chapter Relations, Development, Diversity and Inclusion, Program, and Public Policy, as well as the Chair of the Medical and Scientific Advisory Council shall be members of the Executive Committee. The Chair of the Board of Directors shall be the Chair of the Executive Committee. The Executive Committee may hold regular meetings monthly or as it may otherwise determine, at such place and at such times and upon such notice as it may determine. Special meetings of the Executive Committee may be called at any time by the Chair or by any three of its members, by notice delivered personally or by mail, telephone, electronic mail or facsimile at least seven days (or at least 48 hours in the case of telephonic meetings) prior to the meeting. A majority of the currently serving members of the Executive Committee shall constitute a quorum for all purposes. Finance Committee: The Finance Committee shall consist of at least five Directors and shall be chaired by the Treasurer. The Finance Committee shall oversee and review all financial reports, accounting activities and investment decisions of the Association and also shall prepare a projected budget for each fiscal year to be presented to the Board of Directors for approval. Governance and Nominating Committee: At each of its annual meetings, the Board of Directors by duly adopted resolution shall elect a Governance and Nominating Committee consisting of not less than nine nor more than fifteen individuals currently serving as a Director. At least one-third of the Governance and Nominating Committee shall be Directors having chapter experience. The Governance and Nominating Committee shall assist the Board in ensuring the successful governance of the Association through board assessment, recruitment, nominations, orientation and development. The Governance and Nominating Committee shall nominate candidates for Directors, Officers and members of the Executive Committee. The Governance and Nominating Committee may nominate candidates for Director Emeritus, Honorary Director and any advisory or Honorary Councils or Committees and approve and present to the Board for approval the candidates for MSAC membership. The Governance and Nominating Committee also shall provide input to the Chair on the selection of Vice Chairs and Committee Chairs. Compensation Committee: A Compensation Committee which shall recommend salary and benefits for the President and CEO and Senior Officers of the Association; help ensure succession plans are in place for key positions in the Association and provide oversight on the retirement programs offered by the Association to its employees. Audit Committee: The Audit Committee shall be responsible for recommending an auditor to the Board of Directors and shall oversee the activities of any internal auditor of the Association. The Committee shall see that an annual audit is prepared by an independent firm of Certified Public Accountants selected by the Board of Directors and, upon receiving such auditor's report, the Committee shall preview the audit report for submission to the Board of Directors each year. The Committee shall review the financial reports of the Association, its system of internal controls, and the audit process, including the review of the activities of the Medical and Scientific Advisory Council. The Audit Committee shall have at least five members, all of whom are members of the Board of Directors and the majority of whom have appropriate financial expertise. At least one member of the Audit Committee shall meet the requirement of "Audit Committee Financial Expert" as then defined by the Securities and Exchange Commission. The majority of the members of the Audit Committee may not concurrently serve on the Finance Committee and the Treasurer and Chair of the Finance Committee may not serve concurrently on the Audit Committee. Other Committees: In addition to the standing committees, other committees may be designated by resolution adopted by a majority of the Directors present at any meeting. Other committees shall include, but not be limited to, the following business committees: A. A Chapter Relations Committee which shall recommend and monitor consistent, predictable and accountable Board Policy in affiliate relations. B. A Development Committee which shall advise the Board on philanthropic giving to the Association and recommend fundraising policies. C. A Program Committee which shall recommend for Board consideration and approval policy issues related to market and needs assessment, programs and services, quality and standards and related matters. D. A Public Policy Committee which shall provide guidance to the Board on advocacy strategies, federal, state and local public policy issues and strategies including research funding, health care, long term care, and publicly funded care and support programs. E. A Diversity & Inclusion Committee which shall help ensure that the Alzheimer's Association serves and reflects diverse communities, shall work with the National Board of Directors and other committees to foster diversity and inclusion with respect to the Association strategic plan and shall report on progress the Association and Board are making on achieving the Association's diversity and inclusion strategic goals. |
| Form 990 Review Process | Form 990, Part VI, Line 11b | The Organization undergoes a thorough review process before filing the return. The audit committee discusses and reviews the form before it goes to the officers and full Board of Directors. All officers and the full Board of Directors are provided a copy for their review and have the opportunity to comment before the form is filed. |
| Conflict of Interest Policy Monitoring & Enforcement | Form 990, Part VI, Line 12c | The Alzheimer's Association conflict of interest policy is described in Article XVII, Section 2 of the organizational bylaws. The responsibility for disclosing any known or reasonably foreseen actual or potential conflicts of interest shall be upon the interested party whose interests are or may appear to be in conflict with the Association. All interested parties are required to file with the Association a disclosure statement prior to such individual commencing his or her service with the Association and thereafter shall file with the Association an updated disclosure statement as may be required from time to time by the Board of Directors or its Committee designee and in no event less often than annually. As cited from Article XVII, Section 2 of the bylaws, interested persons or Chapters shall disclose any conflict and shall not vote on a matter and further if requested by the chair or resolution of the board shall leave the room in which the Board or committee is meeting and shall not participate in any deliberation or decision regarding the matter under consideration. The minutes shall reflect that the conflict of interest was disclosed and the interested person or Chapter representative did not participate in any discussion of the matter and did not vote on the matter in person or by proxy. When any such conflict of interest is relevant to a matter requiring action by the Board of Directors or any committee of the Board, the interested person or Chapter shall disclose such conflict to the Board of Directors or such committee and shall not vote on the matter. Further the interested person or representative from a Chapter having a conflict if requested by the chair or resolution of the board shall leave the room in which the Board or the committee is meeting and shall not participate in any deliberation or decision regarding the matter under consideration. When there is a doubt as to whether a conflict of interest exists, the matter shall be resolved by a vote of the Board of Directors or the committee, as the case may be, excluding the interested person or representative from a chapter concerning whom the doubt has arisen. The Governance and Nominating Committee of the Board of Directors shall report to the Board of Directors from time to time on the implementation of these guidelines and the status of any policy developments regarding compensation and conflicts of interest. Further, the Governance and Nominating committee shall report to the Board as soon as reasonable after having been alerted to specific instances when these guidelines have not been followed or any other issue regarding compensation or conflict of interest is determined to exist. Copies of the Alzheimer's Association bylaws, including the conflict of interest policy, are provided to all Board of Directors no less than annually. Board Director disclosure statements are submitted no less than annually. Potential conflicts disclosed by Board Directors or candidates for election to the board are reviewed by the Governance and Nominating Committee, which reports no less than annually on its review to the full board. As documented in the meeting minutes, at the start of each meeting of the Board of Directors as well as each meeting of the executive committee, the agenda is reviewed and all Directors in attendance are reminded of the Conflict of Interest Policy and advised to disclose any potential conflicts should they exist or arise. |
| Process for Determining Compensation | Form 990, Part VI, Line 15a & 15b | COMPENSATION IS ESTABLISHED FOR THE CEO BY THE COMPENSATION COMMITTEE AND THE EXECUTIVE COMMITTEE AFTER A THOROUGH SALARY/MARKET REVIEW CONDUCTED BY OUTSIDE CONSULTANTS. FOR THE CEO position, the gathering of relevant comparability data from independent sources occurred in 2012. The process was conducted in a manner intended to qualify for the rebuttable presumption of reasonableness under the intermediate sanctions rules. As to the members of the senior management team other than the CEO, annually updated market data also is provided by the outside compensation consultant, so that the updated market data can be used in setting reasonable compensation for each member of the senior management team. Each year the Compensation Committee evaluates the CEO's performance through a robust assessment process which includes 360 feedback collection, interviews and performance evaluation comparing results to goals. The Committee and Chair of the Board use this data to determine incentive compensation eligibility. The senior staff has a comprehensive performance evaluation and compensation review done at the end of each fiscal year. These include a self-assessment, 360 review and evaluation by the CEO. Updated market data for use in setting reasonable compensation is provided by a national compensation consulting firm to the Compensation Committee for confirmation of reasonableness using a process designed to qualify for the rebuttable presumption of reasonableness (including contemporaneous documentation in the Committee's minutes). For this year the salaries and total compensation packages of the senior staff were benchmarked by AonHewitt. Compensation is contemporaneously documented in the Compensation Committee minutes. |
| How Documents are Made Available to the Public | FORM 990, Part VI, Section C, Line 18 | The organization makes its Form 990 available to the general public by posting on the website at www.alz.org and upon request. The organization makes its Form 1023 available to the general public upon request. |
| How Documents are Made Available to the Public | FORM 990, Part VI, Section C, Line 19 | The organization's audited financial statements are made available to the general public by posting on the organization's website at www.alz.org and upon request. The organization makes its governing documents and conflict of interest policy available to the general public upon request. |
| Other Change in Net Assets or Fund Balances | Form 990, Part XI, Line 9 | CHANGE IN PERPETUAL TRUST $881,768 Change in split interest -576,796 Acquisition of dissolved chapters 1,682,128 Bad Debt -626,160 TOTAL $1,360,940 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alzheimer's Impact Movement (AIM) | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 North Michigan Ave Suite 1700 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271961435 | EIN |
| Primary Activities | Soc Welfare | PrimaryActivities |
| Legal Domicile State | IL | LegalDomicileState |
| Exempt Code Section | 501c4 | ExemptCodeSection |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alz Assoc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | true | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Alzheimer's Impact Movement | ||
| b | 807959 | FMV |
| Alzheimer's Impact Movement | ||
| o | 106357 | FMV |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Amount Involved in Relationship | Identifier |
| Return Reference | Schedule R, Part V, Line 2 | ReturnReference |
| Explanation | Alzheimer's Association granted funds to Alzheimer's Impact Movement (AIM) for public policy division activities in fiscal year 2013 to support the leadership roles identified in the strategic plan of the Alzheimer's Association. This grant is restricted to the following 501(c)(3) activities and the ancillary activities necessary to accomplish the listed activities: Implementation of the national Alzheimer's Project Act: Recognizing this growing Alzheimer's crisis, Congress unanimously passed and President Obama signed into law the National Alzheimer's Project Act (NAPA); Increasing the commitment to Alzheimer's research; Expanding education efforts and caregiver support services; Expanding diagnosis and care planning. | Explanation |
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