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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-12-11T12:16:32-06:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1175 W JACKSON BLVD STE 2000AddressLine1
CityCHICAGOCity
StateILState
ZIP Code60604ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN133039601EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Alzheimer's Disease & Related DisordersBusinessNameLine1
Business Name Line2Association IncBusinessNameLine2
FieldValueIRS element (for citing)
In Care Of Name% RICHARD HOVLAND COO/CFOInCareOfName
Name ControlALZHNameControl
Phone3123358700Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1225 N Michigan AveAddressLine1
Address Line2Suite 17th FlrAddressLine2
CityChicagoCity
StateILState
ZIP Code606017633ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRICHARD H HOVLANDName
TitleCOO/CFOTitle
Phone3123358700Phone
Date Signed2013-12-10DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDANIEL ROMANOName
Phone3128560200Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

FieldValueIRS element (for citing)
Business Name Line1Alzheimer's AssociationBusinessNameLine1
FieldValueIRS element (for citing)
Name Of Principal Officer PersonRichard HovlandNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1225 N Michigan AveAddressLine1
CityChicagoCity
StateILState
ZIP Code606017633ZIPCode
FieldValueIRS element (for citing)
Gross Receipts144015808GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Group Exemption Number9334GroupExemptionNumber
Organization501c3XOrganization501c3
Web Sitewww.alz.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1980YearFormation
State Legal DomicileILStateLegalDomicile
Activity Or Mission DescriptionTo 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 Body38NbrVotingMembersGoverningBody
Nbr Independent Voting Members38NbrIndependentVotingMembers
Total Nbr Employees443TotalNbrEmployees
Total Nbr Volunteers8276TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year92496080ContributionsGrantsPriorYear
Contributions Grants Current Year108946787ContributionsGrantsCurrentYear
Program Service Revenue Prior Year5109038ProgramServiceRevenuePriorYear
Program Service Revenue CY3589556ProgramServiceRevenueCY
Investment Income Prior Year2227187InvestmentIncomePriorYear
Investment Income Current Year2271114InvestmentIncomeCurrentYear
Other Revenue Prior Year4743184OtherRevenuePriorYear
Other Revenue Current Year4223272OtherRevenueCurrentYear
Total Revenue Prior Year104575489TotalRevenuePriorYear
Total Revenue Current Year119030729TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year13494403GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY16736969GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year31688578SalariesEtcPriorYear
Salaries Etc Current Year35949146SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year433534TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY140283TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year19112704TotalFundrsngExpCurrentYear
Other Expense Prior Year54211857OtherExpensePriorYear
Other Expenses Current Year56795873OtherExpensesCurrentYear
Total Expenses Prior Year99828372TotalExpensesPriorYear
Total Expenses Current Year109622271TotalExpensesCurrentYear
Revenues Less Expenses Prior Year4747117RevenuesLessExpensesPriorYear
Revenues Less Expenses CY9408458RevenuesLessExpensesCY
Total Assets BOY122758605TotalAssetsBOY
Total Assets EOY138486960TotalAssetsEOY
Total Liabilities BOY52119030TotalLiabilitiesBOY
Total Liabilities EOY53897965TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY70639575NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY84588995NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE 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 ASSOCIATIONMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense26754020Expense
Grants0Grants
Revenue57954Revenue
DescriptionPublic 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

FieldValueIRS element (for citing)
Expense25109751Expense
Grants15068608Grants
Revenue3311475Revenue
DescriptionResearch - 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 AssociationDescription

Activity3 Activity3

FieldValueIRS element (for citing)
Expense9448335Expense
Grants493222Grants
Revenue278081Revenue
DescriptionChapter 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
FieldValueIRS element (for citing)
Total Of Other Program Service Exp22235052TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt1175139TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev0TotalOfOtherProgramServiceRev
Total Program Service Expense83547158TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiestrueReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationstrueMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingtrueProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingtrueGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgtrueTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With1096119NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees443NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members38NbrVotingGoverningBodyMembers
Number Independent Voting Members38NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
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Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChapterstrueLocalChapters
Policies Reference ChapterstruePoliciesReferenceChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledALStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledAKStatesWhereCopyOfReturnIsFiled
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Upon RequestXUponRequest
Other Explain In Sch OXOtherExplainInSchO

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonRICHARD HOVLAND COOCFONamePerson
Telephone Number3123355771TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1225 N MICHIGAN AVENUEAddressLine1
CityChicagoCity
StateILState
ZIP Code606017633ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (57 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationAverage Hours Per Week RelatedAverageHoursPerWeekRelatedKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
Gerald Sampson
Chair, Exec. Comm., Director10.0XX000
Stewart Putnam
Vice Chair, Exec. Comm., Dir.10.0XX000
Thomas J Winkel
Treasurer, Exec. Comm., Dir.10.0XX000
Deborah Jones
Secretary, Exec. Comm., Dir.10.0XX000
Christopher Binkley
Director and Exec Committee5.0X000
R Thomas Bodkin
Director and Exec Committee5.0X000
Bill Buechele
Director and Exec Committee5.0X000
Cathy Edge
Director and Exec Committee5.0X000
Marlana Geha PhD
Director and Exec Committee5.0X000
Ralph A Nixon MD PhD
Director and Exec Committee5.0X000
Ronald Petersen MD PhD
Director and Exec Committee5.0X000
Kimberly Reed
Director and Exec Committee5.0X
Electa Anderson
DIRECTOR5.0X
Robert K Burke
DIRECTOR5.0X
Anna C Catalano
DIRECTOR5.0X
Jack Faer
DIRECTOR5.0X
Matthew Furman
DIRECTOR5.0X
Deborah Garrett
DIRECTOR5.0X
Elizabeth Gelfand Stearns
DIRECTOR5.0X
David Goltermann
DIRECTOR5.0X
Louis Holland Jr
DIRECTOR5.0X
Verna Jones-Rodwell
DIRECTOR5.0X
Karen Kauffman PhD CRNP BC
DIRECTOR5.0X
Jacqueline Kouri
DIRECTOR5.0X
John E Maggio PhD
DIRECTOR5.0X
Jeffrey Maloney
DIRECTOR5.0X
Bonnie H Marcus
Director and Exec Committee5.0X
David Moscow
DIRECTOR5.0X
Margaret Noel MD
DIRECTOR5.0X
Patrick Peyton
DIRECTOR5.0X
Deborah A Randall Esq
DIRECTOR5.0X
Scott Russell EdD
DIRECTOR5.0X
David Simbro
Director5.0X
Alan Silverglat
Director5.0X
Suzanne B Swift
DIRECTOR5.0X
Carl E Tuerk Jr
DIRECTOR5.0X
Paul Wexler
Director5.0X
Jerome H Stone
Founding Pres, Honorary Chair5.0X
Edward Berube
Chair (THRU 10/6/12)10.0XX
Mary Guerriero Austrom PhD
Secretary (THRU 10/6/12)10.0XX
John Osher
Dir & Exec Comm (THRU 10/6/12)5.0X
John Sabl
Dir & Exec Comm (THRU 10/6/12)5.0X
Richard Della Penna MD
Director (THRU 1/4/13)5.0X
Colleen Goldhammer Benzin
Director (THRU 10/6/12)5.0X
Stephen Hume PsyD
Director (THRU 10/6/12)5.0X
Linda Mendelson
Director (THRU 10/6/12)5.0X
Manny Najera
Director (THRU 6/5/13)5.0X
Ron Profili
Director (THRU 4/1/13)5.0X
Shellie N Williams MD
Director (THRU 5/17/13)5.0X
Harry Johns
PRESIDENT & CEO60.0X270075430262786581.7
Richard Hovland
COO/CFO60.0X364855271897770.1
Angela Geiger
CHIEF STRATEGY OFFICER60.0672327107471850.1X
William Thies
CHIEF MEDICAL SCIENCE OFFICER60.0339155050094X
Robert Egge
VP - Public Policy60.030618012418563081.4X
Scott Gardner
VP - CHAPTER RELATIONS60.0261088039989X
Paula Pelissero
Sr. Director, Human Resources55.0191285023805X
Maria Carrillo
VP Medical & Scientific Rel60.0183998029100X
FieldValueIRS element (for citing)
Total Reportable Comp From Org5019642TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs43058TotalReportableCompFrmRltdOrgs
Total Other Compensation414916TotalOtherCompensation
Number Individuals GT100 K64NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
TG Madison
3340 Peachtree Rd NE Ste 2850ATLANTAGA30326Communication Serv.10005537
Alaniz
425 N Iris StreetMT PLEASANTIA52641Print/Letter Shop7182215
Web Mason
P O Box 62414BALTIMOREMD21264Print/Letter Shop1837055
RR Donnelly
PO Box 93514CHICAGOIL60673Print/Letter Shop1542934
Michigan Avenue Plaza
PO Box 88181 Expedite WayCHICAGOIL60695Realtor1475299
FieldValueIRS element (for citing)
Number Of Contractors GT100 K110NumberOfContractorsGT100K
Membership Dues151000MembershipDues
Fundraising Events641055FundraisingEvents
Government Grants2359140GovernmentGrants
All Other Contributions105795592AllOtherContributions
Noncash Contributions2238452NoncashContributions
Total Contributions108946787TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
PROGRAM CONFERENCES61171031468133146813
JOURNAL511120164662164662
SAFE RETURN REGISTRATION FEES611710139137139137
CAREGIVER TRAINING611710138944138944
FieldValueIRS element (for citing)
Total Program Service Revenue3589556TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column2340586TotalRevenueColumn
Exclusion$2,340,586ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column36151TotalRevenueColumn
Exclusion$36,151ExclusionAmount

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real0Real
Personal0Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities23184568Securities
Other0Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities23252145Securities
Other1895Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-67577Securities
Other-1895Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-69472TotalRevenueColumn
Exclusion-$69,472ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events2656793GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events641055CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses1107800FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column1548993TotalRevenueColumn
Exclusion$1,548,993ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Gaming44390GrossIncomeGaming
Gaming Direct Expenses4945GamingDirectExpenses

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column39445TotalRevenueColumn
Exclusion$39,445ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory824173GrossSalesOfInventory
Cost Of Goods Sold618294CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column205879TotalRevenueColumn
Related Or Exempt Function Income57954RelatedOrExemptFunctionIncome
Exclusion$147,925ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmount
AFFILIATE REVENUE9000991196319$1,196,319
CHAPTER LICENSING AND MAINTENANCE900099692056$692,056
OTHER REVENUE900099504429$504,429
FieldValueIRS element (for citing)
Total Other Revenue2392804TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column119030729TotalRevenueColumn
Related Or Exempt Function Income3647510RelatedOrExemptFunctionIncome
Exclusion$6,436,432ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total15343512Total
Program Services15343512ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total1393457Total
Program Services1393457ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total3984196Total
Program Services2348467ProgramServices
Management And General920361ManagementAndGeneral
Fundraising715368Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total24932077Total
Program Services18357704ProgramServices
Management And General1007821ManagementAndGeneral
Fundraising5566552Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total4366240Total
Program Services3162760ProgramServices
Management And General267768ManagementAndGeneral
Fundraising935712Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total2382391Total
Program Services1728171ProgramServices
Management And General185076ManagementAndGeneral
Fundraising469144Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total284242Total
Program Services219034ProgramServices
Management And General15061ManagementAndGeneral
Fundraising50147Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total247168Total
Program Services141364ProgramServices
Management And General17487ManagementAndGeneral
Fundraising88317Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total131376Total
Program Services101162ProgramServices
Management And General16606ManagementAndGeneral
Fundraising13608Fundraising

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total140283Total
Fundraising140283Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total111685Total
Program Services111685ProgramServices

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total11393256Total
Program Services6041391ProgramServices
Management And General810066ManagementAndGeneral
Fundraising4541799Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total10935861Total
Program Services10834430ProgramServices
Fundraising101431Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total19680728Total
Program Services12306627ProgramServices
Management And General3343274ManagementAndGeneral
Fundraising4030827Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total271647Total
Program Services237809ProgramServices
Management And General6543ManagementAndGeneral
Fundraising27295Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total5797279Total
Program Services4949877ProgramServices
Management And General178483ManagementAndGeneral
Fundraising668919Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total5911565Total
Program Services4593631ProgramServices
Management And General77590ManagementAndGeneral
Fundraising1240344Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total988561Total
Program Services823006ProgramServices
Management And General14121ManagementAndGeneral
Fundraising151434Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total0Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total933396Total
Program Services686243ProgramServices
Management And General80659ManagementAndGeneral
Fundraising166494Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total132948Total
Program Services110611ProgramServices
Management And General4264ManagementAndGeneral
Fundraising18073Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServices
INVENTORY BUY BACK EXPENSE1479114791
.
.
.

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total245612Total
Program Services41426ProgramServices
Management And General17229ManagementAndGeneral
Fundraising186957Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total109622271Total
Program Services83547158ProgramServices
Management And General6962409ManagementAndGeneral
Fundraising19112704Fundraising
FieldValueIRS element (for citing)
Joint CostsXJointCosts

Total Joint Costs TotalJointCosts

FieldValueIRS element (for citing)
Total15082597Total
Program Services8831475ProgramServices
Management And General2475201ManagementAndGeneral
Fundraising3775921Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY11693107BOY
EOY20099316EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY17180305BOY
EOY16003666EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY16708937BOY
EOY26978835EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY493120BOY
EOY947586EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY328464BOY
EOY303947EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY6120978BOY
EOY6372636EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis18816440LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec13009359LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY3480738BOY
EOY5807081EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY54744000BOY
EOY47313443EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY12008956BOY
EOY14660450EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY122758605BOY
EOY138486960EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY6929664BOY
EOY7485089EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY22525567BOY
EOY23356557EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY2479892BOY
EOY2795357EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY20183907BOY
EOY20260962EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY52119030BOY
EOY53897965EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY26593123BOY
EOY34866162EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY21875658BOY
EOY24811186EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY22170794BOY
EOY24911647EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY70639575BOY
EOY84588995EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY122758605BOY
EOY138486960EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses9408458ReconcilationRevenueExpenses
Reconciliation Unrealized Invest3180022ReconciliationUnrealizedInvest
Reconcilation Other Changes1360940ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years78177850CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years75805366CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years86383096CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year92496080CurrentTaxYearMinus1Year
Current Tax Year108946787CurrentTaxYear
Total441809179Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

FieldValueIRS element (for citing)
Total0Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

FieldValueIRS element (for citing)
Total0Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years78177850CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years75805366CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years86383096CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year92496080CurrentTaxYearMinus1Year
Current Tax Year108946787CurrentTaxYear
Total441809179Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total10623374AmountsSubstContributorsTotal
Public Support Total170431185805PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3077704CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1969538CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2154572CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2076055CurrentTaxYearMinus1Year
Current Tax Year2376737CurrentTaxYear
Total11654606Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Total0Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years607419CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2610156CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years4921675CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year6683529CurrentTaxYearMinus1Year
Current Tax Year5918160CurrentTaxYear
Total20740939Total
FieldValueIRS element (for citing)
Total Support474204724TotalSupport
Gross Receipts From Admissions Etc21608928GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.90928PublicSupportPertcentage170
Public Support Pertcent Prior Year0.92570PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170
Public Support Percentage5090.00000PublicSupportPercentage509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbying
Total Direct LobbyingTotalDirectLobbying
Total Lobbying ExpendituresTotalLobbyingExpenditures
Other Exempt Purpose ExpendituresOtherExemptPurposeExpenditures
Total Exempt Purpose ExpendituresTotalExemptPurposeExpenditures
Lobbying NontaxableLobbyingNontaxableAmount
Grassroots NontaxableGrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non TxTotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx
VolunteerstrueVolunteers
Paid Staff Or ManagementtruePaidStaffOrManagement
Media AdvertisementstrueMediaAdvertisements
Media Advertisements$156,323MediaAdvertisementsAmount
Mailings MemberstrueMailingsMembers
Mailings Members$547MailingsMembersAmount
Publications Or BroadcasttruePublicationsOrBroadcast
Grants Other OrganizationsfalseGrantsOtherOrganizations
Direct Contact LegislatorstrueDirectContactLegislators
Direct Contact Legislators$336,000DirectContactLegislatorsAmount
Rallies DemonstrationstrueRalliesDemonstrations
Rallies Demonstrations$226,527RalliesDemonstrationsAmount
Other ActivitiesfalseOtherActivities
Total Lobbying Expenditures IIB719397TotalLobbyingExpendituresIIB
Not Described In501c3falseNotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
VolunteersSchedule C, Part II-B, Line 1aNearly 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 AdvertisementsSchedule C, Part II-B, Line 1cMedia advertisements were run during the Advocacy Forum.
Mailing to Members, Legislators or the PublicSchedule C, Part II-B, Line 1dMailing costs to distribute Facts and Figures to legislators.
Publications, or Published or Broadcast StatementsSchedule C, Part II-B, Line 1eThe Association distributed Federal and State Updates approximately 20 times during the year.
Direct ContactSchedule C, Part II-B, Line 1gThe Association utilized Appropriation Consultants to make direct contact with legislators.

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance11611486BeginningOfYearBalance
Contributions333853Contributions
Investment Earnings Or Losses709613InvestmentEarningsOrLosses
End Of Year Balance12654952EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance11255752BeginningOfYearBalance
Contributions323701Contributions
Investment Earnings Or Losses32033InvestmentEarningsOrLosses
End Of Year Balance11611486EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance9438167BeginningOfYearBalance
Contributions632021Contributions
Investment Earnings Or Losses1185564InvestmentEarningsOrLosses
End Of Year Balance11255752EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance8125409BeginningOfYearBalance
Contributions117211Contributions
Investment Earnings Or Losses1195547InvestmentEarningsOrLosses
End Of Year Balance9438167EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance9400894BeginningOfYearBalance
Contributions60401Contributions
Investment Earnings Or Losses-1285475InvestmentEarningsOrLosses
Grants Or Scholarships50411GrantsOrScholarships
End Of Year Balance8125409EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance0.94145PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.05855TermEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis160000OtherCostOrOtherBasis
Book Value160000BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis440000OtherCostOrOtherBasis
Depreciation11282Depreciation
Book Value428718BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis4223870OtherCostOrOtherBasis
Depreciation2577464Depreciation
Book Value1646406BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis6121098OtherCostOrOtherBasis
Depreciation4887033Depreciation
Book Value1234065BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis7871472OtherCostOrOtherBasis
Depreciation5533580Depreciation
Book Value2337892BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings5807081TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities (2 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
BENEFICIAL INTERESTS14497082F
ASSETS HELD IN TRUST163368F
FieldValueIRS element (for citing)
Total Of Book Value Securities14660450TotalOfBookValueSecurities
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescriptionAmountAmount
DUE TO CHAPTERS$13,778,329
GIFT ANNUITY OBLIGATIONS$4,351,583
DEFFERED RENT$1,967,682
DEFFERED COMPENSATION$163,368
FieldValueIRS element (for citing)
Total Of Amounts20260962TotalOfAmounts
Tot Revenue Etc Audited Fincl Stmt126646584TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments3180022NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities3512568DonatedSrvcAndUseOfFacilities
Other Revenues304971OtherRevenues
Revenue Not Rptd F9906997561RevenueNotRptdF990
Revenue Subtotal119649023RevenueSubtotal
Other Revenues Not Included-618294OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt-618294RevenueNotRptdOnFinStmt
Total Revenue Per Form990119030729TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt114379293TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities3512568DonatedServicesUseOfFacilities
Other Expenses Included1244454OtherExpensesIncluded
Expenses Not Rptd F9904757022ExpensesNotRptdF990
Expenses Subtotal109622271ExpensesSubtotal
Total Expenses Per Form990109622271TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Intended Uses of Endowment FundsSchedule D, Part V, Line 4Permanently 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 48SCHEDULE D, PART X, LINE 2The 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 RevenueSchedule D, Part XI, Line 2DChange in perpetual trust $881,767 Change in split interest (576,796) TOTAL $304,971
Reconciliation of RevenueSchedule D, Part XI, Line 4BCost Of Goods Sold $(618,294) TOTAL $(618,294)
Reconciliation of ExpensesSchedule D, Part XII, Line 2DCost of goods sold $618,294 Bad debt 626,160 TOTAL $1,244,454

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedtrueGrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)

RegionRegionType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpenditures
East Asia and the PacificProgram ServicesGrantmaking197668
Europe (Including Iceland and Greenland)Program ServicesGrantmaking583121
Middle East and North AfricaProgram ServicesGrantmaking412754
North AmericaProgram ServicesGrantmaking199914
FieldValueIRS element (for citing)
Subtotal Amount Spent1393457SubtotalAmountSpent
Total Amount Spent1393457TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (14 entries)

RegionRegionPurpose Of GrantPurposeOfGrantAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursementMethod Of ValuationMethodOfValuation
Middle East and North AfricaProgram Support150000CheckFMV
Europe (Including Iceland and Greenland)Program Support95239CheckFMV
Europe (Including Iceland and Greenland)Program Support100000CheckFMV
Middle East and North AfricaProgram Support99990CheckFMV
Europe (Including Iceland and Greenland)Program Support99100CheckFMV
East Asia and the PacificProgram Support99676CheckFMV
Middle East and North AfricaProgram Support88880CheckFMV
Europe (Including Iceland and Greenland)Program Support99682CheckFMV
Europe (Including Iceland and Greenland)Program Support100000CheckFMV
Middle East and North AfricaProgram Support73884CheckFMV
North AmericaProgram Support100000CheckFMV
East Asia and the PacificProgram Support97992CheckFMV
Europe (Including Iceland and Greenland)Program Support89100CheckFMV
North AmericaProgram Support99914CheckFMV
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs14TotalNumberOf501c3Orgs
Total Number Of Other Orgs0TotalNumberOfOtherOrgs
Transfer To Foreign CorpfalseTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorpfalseOwnForeignCorp
Passive Foreign Invest CofalsePassiveForeignInvestCo
Foreign PartnershipfalseForeignPartnership
Boycott CountriesfalseBoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierProcedure for Monitoring Use of Grant Funds Outside U.S.Identifier
Return ReferenceSchedule F, Part I, Line 2ReturnReference
ExplanationThe 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

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Special Fundraising EventsXSpecialFundraisingEvents
Agreement Ref FundraisingtrueAgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation (2 entries)

Name Of IndividualNameOfIndividualActivityActivityFundraiser Control Of FundsFundraiserControlOfFundsGross ReceiptsGrossReceiptsAmount Retained By ContractorAmountRetainedByContractorNet To OrganizationNetToOrganization
THDDM/Push EM PUSH E-MAILfalse3981967293775238881920
InfocisionAware/vol Programfalse254342613299661213460
FieldValueIRS element (for citing)
Total Gross Receipts42363098TotalGrossReceipts
Total Retained By Contractors2267718TotalRetainedByContractors
Total Net To Organization40095380TotalNetToOrganization
Licensed StatesALLicensedStates
Licensed StatesAKLicensedStates
Licensed StatesAZLicensedStates
Licensed StatesARLicensedStates
Licensed StatesCALicensedStates
Licensed StatesCOLicensedStates
Licensed StatesCTLicensedStates
Licensed StatesDELicensedStates
Licensed StatesDCLicensedStates
Licensed StatesFLLicensedStates
Licensed StatesGALicensedStates
Licensed StatesHILicensedStates
Licensed StatesIDLicensedStates
Licensed StatesILLicensedStates
Licensed StatesINLicensedStates
Licensed StatesIALicensedStates
Licensed StatesKSLicensedStates
Licensed StatesKYLicensedStates
Licensed StatesLALicensedStates
Licensed StatesMELicensedStates
Licensed StatesMDLicensedStates
Licensed StatesMILicensedStates
Licensed StatesMNLicensedStates
Licensed StatesMSLicensedStates
Licensed StatesMOLicensedStates
Licensed StatesMTLicensedStates
Licensed StatesNELicensedStates
Licensed StatesNVLicensedStates
Licensed StatesNHLicensedStates
Licensed StatesNJLicensedStates
Licensed StatesNMLicensedStates
Licensed StatesNYLicensedStates
Licensed StatesNCLicensedStates
Licensed StatesNDLicensedStates
Licensed StatesOHLicensedStates
Licensed StatesOKLicensedStates
Licensed StatesORLicensedStates
Licensed StatesPALicensedStates
Licensed StatesRILicensedStates
Licensed StatesSCLicensedStates
Licensed StatesSDLicensedStates
Licensed StatesTNLicensedStates
Licensed StatesTXLicensedStates
Licensed StatesUTLicensedStates
Licensed StatesVTLicensedStates
Licensed StatesVALicensedStates
Licensed StatesWALicensedStates
Licensed StatesWVLicensedStates
Licensed StatesWILicensedStates
Licensed StatesWYLicensedStates

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1NY GalaNameOfEvent1
Gross Receipts Event11267500GrossReceiptsEvent1
Charitable Contributions Event1154500CharitableContributionsEvent1
Gross Revenue Event11113000GrossRevenueEvent1
Non Cash Prizes Event1121379NonCashPrizesEvent1
Food And Beverage Event1229396FoodAndBeverageEvent1
Other Direct Expenses Event1138183OtherDirectExpensesEvent1
Name Of Event2Chicago GalaNameOfEvent2
Gross Receipts Event2755500GrossReceiptsEvent2
Charitable Contributions Event2147800CharitableContributionsEvent2
Gross Revenue Event2607700GrossRevenueEvent2
Non Cash Prizes Event2139357NonCashPrizesEvent2
Rent Facility Costs Event226945RentFacilityCostsEvent2
Food And Beverage Event2202061FoodAndBeverageEvent2
Other Direct Expenses Event2113751OtherDirectExpensesEvent2
Total Number Of Other Events11TotalNumberOfOtherEvents
Gross Receipts Other Events1274848GrossReceiptsOtherEvents
Charitable Contrib Other Events338755CharitableContribOtherEvents
Gross Revenue Other Events936093GrossRevenueOtherEvents
Non Cash Prizes Other Events38240NonCashPrizesOtherEvents
Rent Facility Costs Other Events45193RentFacilityCostsOtherEvents
Food And Beverage Other Events224561FoodAndBeverageOtherEvents
Other Direct Expenses Other Events127710OtherDirectExpensesOtherEvents
Gross Receipts Total3297848GrossReceiptsTotal
Charitable Contributions Total641055CharitableContributionsTotal
Gross Revenue Total Events2656793GrossRevenueTotalEvents
Non Cash Prizes Total Events298976NonCashPrizesTotalEvents
Rent Facility Costs Total Events72138RentFacilityCostsTotalEvents
Food And Beverage Total Events656018FoodAndBeverageTotalEvents
Other Direct Expenses Total Events379644OtherDirectExpensesTotalEvents
Direct Expense Summary Events1406776DirectExpenseSummaryEvents
Net Income Summary1250017NetIncomeSummary

Gaming Information GamingInformation

FieldValueIRS element (for citing)
Gross Revenue Other Gaming44390GrossRevenueOtherGaming
Non Cash Prizes Other Gaming4945NonCashPrizesOtherGaming
Volunteer Labor Other GamingfalseVolunteerLaborOtherGaming
Gross Revenue Total Gaming44390GrossRevenueTotalGaming
Non Cash Prizes Total Gaming4945NonCashPrizesTotalGaming
Direct Expense Summary Gaming4945DirectExpenseSummaryGaming
Net Gaming Income Summary39445NetGamingIncomeSummary
FieldValueIRS element (for citing)
States Where Gaming ConductedILStatesWhereGamingConducted
LicensedtrueLicensed
License Suspended EtcfalseLicenseSuspendedEtc
Gaming With NonmemberstrueGamingWithNonmembers
Member Of Other EntityfalseMemberOfOtherEntity
Percentage Of Gaming Othr Facility0.00021PercentageOfGamingOthrFacility
Name Of Gaming Rec Keeper PersonMichelle HeltonNameOfGamingRecKeeperPerson

Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS

FieldValueIRS element (for citing)
Address Line1225 N Michigan Ave 17th FlrAddressLine1
CityChicagoCity
StateILState
ZIP Code606017633ZIPCode
FieldValueIRS element (for citing)
Contract With3rd Party For Gam RevfalseContractWith3rdPartyForGamRev
Gaming Manager Name PersonLynne CareyGamingManagerNamePerson
Gaming Manager Compensation600GamingManagerCompensation
Gaming Manager Services ProvidedOverall supervision and managementGamingManagerServicesProvided
Gaming Manager Is EmployeeXGamingManagerIsEmployee
Charitable Distrib RequiredfalseCharitableDistribRequired

Form990 Schedule G Part IV Form990ScheduleGPartIV (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Fundraising Consultant- Control ArrangementSchedule 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 ArrangementSchedule 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 ArrangementSchedule 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 NonmembersSCHEDULE G, PART III, LINE 11The 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 InformationSCHEDULE G, PART III, LINE 16Name: 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

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (65 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantMethod Of ValuationMethodOfValuationPurpose Of GrantPurposeOfGrant
University of Southern California
3720 S Flower StLos AngelesCA90089951642394501(c)(3)300000FMVProgram Support
Sanford-Burnham Medical Research Institute
10901 Torrey Pines RdLa JollaCA92037510197108501(c)(3)300000FMVProgram Support
Medical University of South Carolina
19 Hagood AveCharlestonSC29425576000722501(c)(3)300000FMVProgram Support
University of Kentucky Research Foundation
109 Kinkead HallLexingtonKY40506616033693501(c)(3)149999FMVProgram Support
NorthWestern University
750 N Lake Shore DrChicagoIL60611362167817501(c)(3)200000FMVProgram Support
Stanford University
3172 Porter DrivePalo AltoCA94304941156365501(c)(3)199992FMVProgram Support
New York University School of Medicine
One Park Ave 6th FlrNew YorkNY10016135562308501(c)(3)240000FMVProgram Support
The Salk Institute for Biological Studies
10010 Torrey PinesLa JollaCA92037952160097501(c)(3)240000FMVProgram Support
Emory University
1599 Clifton Rd NEAtlantaGA31322580566256501(c)(3)240000FMVProgram Support
New York University
665 Broadway Ste 801New YorkNY10012135562308501(c)(3)239844FMVProgram Support
The Trustees of Univ of Pennsylvania
3451 Walnut StPhiladelphiaPA19104231352685501(c)(3)240000FMVProgram Support
New York University School of Medicine
One Park Ave 6th FlrNew YorkNY10016135562308501(c)(3)233960FMVProgram Support
Trustees of Boston University
85 E Newton St M-921BostonMA02118104210354501(c)(3)239490FMVProgram Support
Case Western Reserve University
10900 Euclid AveClevelandOH44106341018992501(c)(3)240000FMVProgram Support
Mayo Clinic Jacksonville
4500 San Pablo RdJacksonvilleFL32224159333702501(c)(3)170000FMVProgram Support
New York University School of Medicine
One Park Ave 6th FlrNew YorkNY10016135562308501(c)(3)160000FMVProgram Support
Johns Hopkins University
733 Broadway Ste 117BaltimoreMD21205520595110501(c)(3)100000FMVProgram Support
The Institute for Molecular Medicine
16371 BothardHuntington BeachCA91647880366979501(c)(3)99998FMVProgram Support
University of Florida
219 Grinter HallGainesvilleFL32611596002052501(c)(3)99332FMVProgram Support
Regents of the University of California
9500 Gilman DrLa JollaCA92093956006144501(c)(3)100000FMVProgram Support
Duke University Medical Center
2200 W Main St Ste 820DurhamNC27705560532129501(c)(3)100000FMVProgram Support
Roskamp Foundation
2040 Whitfield AveSarasotaFL34243656206042501(c)(3)100000FMVProgram Support
Vanderbilt University Medical Center
1400 18th Ave SouthNashvilleTN37212162047682501(c)(3)100000FMVProgram Support
Columbia University Medical Center
630 W 168th St Box 49New YorkNY10032135598093501(c)(3)100000FMVProgram Support
University of California San Diego
9500 Gilman DrLa JollaCA92093956006144501(c)(3)99998FMVProgram Support
University of Pennsylvania
3451 Walnut St P-221PhiladelphiaPA19104231352685501(c)(3)100000FMVProgram Support
Stanford University
3172 Porter DrivePalo AltoCA94304941156365501(c)(3)100000FMVProgram Support
University of Michigan
3003 S State StAnn ArborMI48109386006309501(c)(3)100000FMVProgram Support
Univ of Texas Health Science Center
Post Office Box 20036HoustonTX77225741761309501(c)(3)100000FMVProgram Support
Washington University St Louis
660 S Euclid AveSt LouisMO63110431653611501(c)(3)95991FMVProgram Support
Hartford Hospital
80 Seymour StHartfordCT06102060646668501(c)(3)99697FMVProgram Support
University of Arkansas
210 AdminFayettevilleAR72701716003252501(c)(3)97823FMVProgram Support
University of Nebraska
987835 Nebraska Medical CtrOmahaNE68198147004912501(c)(3)100000FMVProgram Support
Widener University
One University PlaceChesterPA19013231386178501(c)(3)93550FMVProgram Support
Beth Israel Deaconess Medical Center
330 Brookline AveBostonMA02215042103881501(c)(3)100000FMVProgram Support
Columbia University Medical Center
630 W 168th St Box 49New YorkNY10032135598093501(c)(3)100000FMVProgram Support
Massachusetts General Hospital
101 Huntington AveBostonMA02199042697983501(c)(3)99999FMVProgram Support
Yale University
47 College St Ste 203New HavenCT06520060646973501(c)(3)100000FMVProgram Support
The Washington University
1 Brookings DrSt LouisMO63130430653611501(c)(3)100000FMVProgram Support
University of California San Francisco
3333 California StSan FranciscoCA94118946036493501(c)(3)100000FMVProgram Support
University of California San Francisco
3333 California StSan FranciscoCA94118946036493501(c)(3)99978FMVProgram Support
Wake Forest University
Medical CenterWinston SalemNC27157223849199501(c)(3)99309FMVProgram Support
Mayo Clinic Jacksonville
4500 San Pablo RdJacksonvilleFL32224159333702501(c)(3)100000FMVProgram Support
Pharmatrophix Inc
2198 Sterling AveMenlo ParkCA94025141973571600000FMVProgram Support
University of California San Francisco
3333 California StSan FranciscoCA94118946036493501(c)(3)600000FMVProgram Support
Buck Institute for Research on Aging
8001 Redwood BlvdNovatoCA94945943030609501(c)(3)200000FMVProgram Support
Palo Alto Institute
3801 Miranda AvePalo AltoCA94304770207331501(c)(3)200000FMVProgram Support
University of California San Francisco
3333 California StSan FranciscoCA94143946036493501(c)(3)200000FMVProgram Support
Brigham & Women's Hospital
75 Francis StBostonMA02115104231290501(c)(3)137500FMVProgram Support
NorthWestern University - Chicago Campus
750 N Lake Shore DrChicagoIL60611362167817501(c)(3)450000FMVProgram Support
University of California - San Diego
9500 Gilman DrLa JollaCA92093956006144501(c)(3)450000FMVProgram Support
Pacific Health Research & Education Inst
3375 Koapaka StHonoluluHI96819990312283501(c)(3)449999FMVProgram Support
University of Pennsylvania
3451 Walnut St P-221PhiladelphiaPA19104231352685501(c)(3)450000FMVProgram Support
Research Fdn for Mental Hygiene
150 Broadway Ste 301MenandsNY12204141410842501(c)(3)450000FMVProgram Support
American Brain Foundation
201 Chicago AveMinneapolisMN55415430653611501(c)(3)43333FMVProgram Support Program Support
Foundation for the National Inst of Health
9650 Rockville PikeBethesdaMD20814521986675501(c)(3)250000FMVProgram Support Program Support
Washington University in St Louis
660 S Euclid AveSt LouisMO63110430653611501(c)(3)1023435FMVProgram Support
Illumina
5200 Illumina WaySan DiegoCA92122330804655501(c)(3)1000000FMVProgram Support
University of Wisconsin at Madison
21 N Park St Ste 6401MadisonWI53715396006492501(c)(3)100000FMVProgram Support
University of Wisconsin at Madison
21 N Park St Ste 6401MadisonWI53715396006492501(c)(3)100000FMVProgram Support
Cleveland Clinic Foundation
9500 Euclid AveClevelandOH44195340714585501(c)(3)46667FMVProgram Support
Cleveland Clinic Foundation
9500 Euclid AveClevelandOH44195340714585501(c)(3)46667FMVProgram Support
Cleveland Clinic Foundation
9500 Euclid AveClevelandOH44195340714585501(c)(3)46667FMVProgram Support
Case Western Reserve Univ
10900 Euclid AveClevelandOH44106341018992501(c)(3)80000FMVProgram Support
Alzheimer's Impact Movement
225 North Michigan AveChicagoIL60601271961435501(c)(4)807959FMVProgram Support
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants63TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations2TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierProcedure for Monitoring Use of Grant Funds Inside U.S.Identifier
Return ReferenceSchedule I, Part I, Line 2ReturnReference
ExplanationThe 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

FieldValueIRS element (for citing)
Travel For CompanionsXTravelForCompanions
Written Policy Re T And E ExpensestrueWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlantrueSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Harry Johns
PRESIDENT & CEO5533753026210700002040379057000021658027794123026218288700
Richard Hovland
COO/CFO2939562716925401645060833028944045463227100
Angela Geiger
CHIEF STRATEGY OFFICER34014310781867025031702750001968507195121072220830
William Thies
CHIEF MEDICAL SCIENCE OFFICER265757069376040220275000225940389249000
Robert Egge
VP - Public Policy2466221241859296026202750002880803624881241800
Scott Gardner
VP - CHAPTER RELATIONS21253104770008570275000124890301077000
Paula Pelissero
Sr. Director, Human Resources180621097190945020975028300215090000
Maria Carrillo
VP Medical & Scientific Rel177869059710158021006080940213098000

Form990 Schedule J Part III Form990ScheduleJPartIII (6 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
TRAVEL FOR COMPANIONSSCHEDULE J, PART I, LINE 1AAT 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 PLANSCHEDULE J, PART I, LINE 4BHARRY 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 InformationSCHEDULE 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 COMPENSATIONSCHEDULE 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 InformationSCHEDULE 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 InformationSCHEDULE 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

FieldValueIRS element (for citing)
Works Of ArtWorksOfArt
Art Historical TreasuresArtHistoricalTreasures
Art Fractional InterestArtFractionalInterest
Books And PublicationsBooksAndPublications
Clothing And Household GoodsClothingAndHouseholdGoods

Cars And Other Vehicles CarsAndOtherVehicles

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions522NumberOfContributions
Noncash Contribs Rptd F990219500NoncashContribsRptdF990
Method Of Determining RevenuesCost/Selling PriceMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Boats And PlanesBoatsAndPlanes
Intellectual PropertyIntellectualProperty
Securities Publicly TradedSecuritiesPubliclyTraded

Securities Closely Held Stock SecuritiesCloselyHeldStock

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions111NumberOfContributions
Noncash Contribs Rptd F9901719976NoncashContribsRptdF990
Method Of Determining RevenuesCost/Selling PriceMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Securities Prtnrshp Trust IntrstsSecuritiesPrtnrshpTrustIntrsts
Securities MiscellaneousSecuritiesMiscellaneous
Qualified Contrib Hist StructQualifiedContribHistStruct
Qualified Contrib OtherQualifiedContribOther
Real Estate ResidentialRealEstateResidential
Real Estate CommercialRealEstateCommercial
Real Estate OtherRealEstateOther
CollectiblesCollectibles
Food InventoryFoodInventory
Drugs And Medical SuppliesDrugsAndMedicalSupplies
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts
Scientific SpecimensScientificSpecimens
Archaeological ArtifactsArchaeologicalArtifacts

Other Non Cash Contributions Table OtherNonCashContributionsTable

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
DescriptionVarious noncash itemsDescription
Number Of Contributions271NumberOfContributions
Noncash Contribs Rptd F990298976NoncashContribsRptdF990
Method Of Determining RevenuesFair Market ValueMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedtrueThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierThird Party Assistance of Noncash ContributionsIdentifier
Return ReferenceSCHEDULE M, PART I, LINE 25 AND LINE 32BReturnReference
ExplanationLine 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)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Other Program ServicesFORM 990, Part III, Line 4dAdvocacy - 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 BodyForm 990, Part VI, Line 1aThe 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 ProcessForm 990, Part VI, Line 11bThe 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 & EnforcementForm 990, Part VI, Line 12cThe 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 CompensationForm 990, Part VI, Line 15a & 15bCOMPENSATION 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 PublicFORM 990, Part VI, Section C, Line 18The 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 PublicFORM 990, Part VI, Section C, Line 19The 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 BalancesForm 990, Part XI, Line 9CHANGE 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

FieldValueIRS element (for citing)
Business Name Line1Alzheimer's Impact Movement (AIM)BusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1225 North Michigan Ave Suite 1700AddressLine1
CityChicagoCity
StateILState
ZIP Code60601ZIPCode
FieldValueIRS element (for citing)
EIN271961435EIN
Primary ActivitiesSoc WelfarePrimaryActivities
Legal Domicile StateILLegalDomicileState
Exempt Code Section501c4ExemptCodeSection

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Alz AssocBusinessNameLine1
FieldValueIRS element (for citing)
Controlled OrgtrueControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgtrueGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Dividends Related OrganizationfalseDividendsRelatedOrganization
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiestrueSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
Alzheimer's Impact Movement
b807959FMV
Alzheimer's Impact Movement
o106357FMV

Form990 Schedule R Part VII Form990ScheduleRPartVII

FieldValueIRS element (for citing)
IdentifierAmount Involved in RelationshipIdentifier
Return ReferenceSchedule R, Part V, Line 2ReturnReference
ExplanationAlzheimer'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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