ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC (EIN 13-3039601)
Tax period
2011-07-01 to 2012-06-30
Filed
2012-12-14
IRS object ID
201243499349300319
Schema version
2011v1.3
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)
Timestamp2012-12-14T11:14:25-06:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

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 Date2011-07-01TaxPeriodBeginDate

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
CityChicagoCity
StateILState
ZIP Code606017633ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRICHARD H HOVLANDName
TitleCOO/CFOTitle
Date Signed2012-12-14DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDANIEL ROMANOName
Phone3128560200Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

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 Receipts159787494GrossReceipts
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 for all affected; & to reduce the risk of dementia through the promotion of brain health.ActivityOrMissionDescription
Nbr Voting Members Governing Body43NbrVotingMembersGoverningBody
Nbr Independent Voting Members43NbrIndependentVotingMembers
Total Nbr Employees388TotalNbrEmployees
Total Nbr Volunteers1950TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year86072453ContributionsGrantsPriorYear
Contributions Grants Current Year92496080ContributionsGrantsCurrentYear
Program Service Revenue Prior Year3178335ProgramServiceRevenuePriorYear
Program Service Revenue CY5109038ProgramServiceRevenueCY
Investment Income Prior Year1542653InvestmentIncomePriorYear
Investment Income Current Year2227187InvestmentIncomeCurrentYear
Other Revenue Prior Year3659971OtherRevenuePriorYear
Other Revenue Current Year4743184OtherRevenueCurrentYear
Total Revenue Prior Year94453412TotalRevenuePriorYear
Total Revenue Current Year104575489TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year17532133GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY13494403GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year25820480SalariesEtcPriorYear
Salaries Etc Current Year31688578SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year456776TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY433534TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year18392627TotalFundrsngExpCurrentYear
Other Expense Prior Year49489574OtherExpensePriorYear
Other Expenses Current Year54211857OtherExpensesCurrentYear
Total Expenses Prior Year93298963TotalExpensesPriorYear
Total Expenses Current Year99828372TotalExpensesCurrentYear
Revenues Less Expenses Prior Year1154449RevenuesLessExpensesPriorYear
Revenues Less Expenses CY4747117RevenuesLessExpensesCY
Total Assets BOY126296070TotalAssetsBOY
Total Assets EOY122758605TotalAssetsEOY
Total Liabilities BOY57675570TotalLiabilitiesBOY
Total Liabilities EOY52119030TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY68620500NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY70639575NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE ALZHEIMER'S ASSOCIATION IS THE LEADING VOLUNTARY HEALTH ORGANIZATION IN ALZHEIMER RESEARCH, care, and support. 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 IS A WORLD WITHOUT ALZHEIMER'S DISEASE. 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 more than 80 AFFILIATED 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 INMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense24129299Expense
Grants12000Grants
Revenue0Revenue
DescriptionPublic Awareness and Education - Alzheimer's is a progressive, degenerative and ultimately fatal disease. Too few Americans understand that the looming epidemic of Alzheimer's will have a grave economic impact on the U.S. economy and as many as 16 million families by mid-century. Already millions of 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 leader in the fight against it. 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)
Expense23770407Expense
Grants12055538Grants
Revenue4885187Revenue
DescriptionResearch - 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 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 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)
Expense10832839Expense
Grants386841Grants
Revenue0Revenue
DescriptionChapter Services - From coast to coast, more than 80 affiliated 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 Exp16367015TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt1040024TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev377779TotalOfOtherProgramServiceRev
Total Program Service Expense75099560TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
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
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Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
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Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
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 With1096126NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees388NumberOfEmployees
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 Members43NbrVotingGoverningBodyMembers
Number Independent Voting Members43NumberIndependentVotingMembers
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
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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
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Own WebsiteXOwnWebsite
Upon RequestXUponRequest

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
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (51 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
Edward Berube
Chair, Exec. Comm., Director10.0XX000
Gerald Sampson
Vice Chair, Exec. Comm., Dir.10.0XX000
Thomas J WInkel
treasurer, exec. comm., dir.10.0XX000
Mary Guerriero Austrom PhD
Secretary, Exec. Comm., Dir.10.0XX000
R Thomas Bodkin
DIRECTOR AND EXEC COMMITTEE5.0X000
Bill Buechele
DIRECTOR AND EXEC COMMITTEE5.0X000
Cathy Edge
DIRECTOR and exec committee5.0X000
Deborah Jones
DIRECTOR and exec committee5.0X000
Ralph A Nixon MD PhD
DIRECTOR and exec committee5.0X000
John Osher
DIRECTOR and exec committee5.0X000
Ronald Petersen MD PhD
DIRECTOR and exec committee5.0X000
Stewart Putnam
DIRECTOR AND EXEC COMMITTEE5.0X000
John Sabl
DIRECTOR and Exec committee5.0X000
Electa Anderson
DIRECTOR5.0X000
Christopher Binkley
DIRECTOR5.0X000
Robert K Burke
DIRECTOR5.0X000
Richard Della Penna MD
DIRECTOR5.0X000
Jack Faer
DIRECTOR5.0X000
Marlana Geha PhD
DIRECTOR5.0X000
Elizabeth Gelfand Stearns
DIRECTOR5.0X000
Colleen Goldhammer Benzin
DIRECTOR5.0X000
David Goltermann
DIRECTOR5.0X000
Louis Holland Jr
DIRECTOR5.0X000
Stephen Hume PsyD
DIRECTOR5.0X000
Karen Kauffman PhDCRNP BC
DIRECTOR5.0X000
Jacqueline Kouri
DIRECTOR5.0X000
John E Maggio PhD
DIRECTOR5.0X000
Jeffrey Maloney
DIRECTOR5.0X000
Bonnie H Marcus
DIRECTOR5.0X000
Linda Mendelson
DIRECTOR5.0X000
David Moscow
DIRECTOR5.0X000
Manny Najera
DIRECTOR5.0X000
Margaret Noel MD
DIRECTOR5.0X000
Ron Profili
DIRECTOR5.0X000
Deborah A Randall Esq
DIRECTOR5.0X000
Kimberly Reed
DIRECTOR5.0X000
Scott Russell EdD
DIRECTOR5.0X000
Alan Silverglat
Director5.0X000
Suzanne B Swift
Director5.0X000
Carl E Tuerk Jr
DIRECTOR5.0X000
Paul Wexler
DIRECTOR5.0X000
Shellie N Williams MD
Director5.0X000
Jerome H Stone
Founding Pres, Honorary Chair5.0X000
HARRY JOHNS
PRESIDENT & CEO60.0X5751086750414966
RICHARD HOVLAND
COO/CFO60.0X32850665890233
Angela Geiger
CHIEF STRATEGY OFFICER60.0392202101066X
William Thies
CHIEF MEDICAL SCIENCE OFFICER60.033129149614X
Robert Egge
VP - Public Policy60.0305467524255806X
SCOTT GARDNER
VP - CHAPTER RELATIONS60.025410332639X
Paula Pelissero
Sr. Director, Human Resources55.018466823340X
Matthew Baumgart
Sr. Director, Public Policy55.018466823340X
FieldValueIRS element (for citing)
Total Reportable Comp From Org2556013TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs12650TotalReportableCompFrmRltdOrgs
Total Other Compensation791004TotalOtherCompensation
Number Individuals GT100 K62NumberIndividualsGT100K
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
T G Madison
Tower Place 3340 Peachtree Rd StATLANTAGA30326Consultant9549999
Alaniz
Box 799 425 N Iris StreetMT PLEASANTIA52641Printing/letter shop5219093
InfoCision
325 Springside DrAKRONOH44333Tele marketing2763166
Thompson Habib Denison
80 Hayden Avenue Ste 300LEXINGTONMA02421Consultant1622844
RR Donnelly
PO Box 93514CHICAGOIL606733514Printing1581025
FieldValueIRS element (for citing)
Number Of Contractors GT100 K78NumberOfContractorsGT100K
Membership Dues261740MembershipDues
Fundraising Events557425FundraisingEvents
Government Grants1907130GovernmentGrants
All Other Contributions89769785AllOtherContributions
Noncash Contributions2761638NoncashContributions
Total Contributions92496080TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
PROGRAM CONFERENCES61171048214344821434
JOURNAL5111206375363753
SAFE RETURN REGISTRATION FEE611710155099155099
CAREGIVER TRAINING6117106875268752
FieldValueIRS element (for citing)
Total Program Service Revenue5109038TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column2041153TotalRevenueColumn
Exclusion$2,041,153ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column34902TotalRevenueColumn
Exclusion$34,902ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities53422792Securities
Other0Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities53235662Securities
Other1096Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities187130Securities
Other-1096Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column186034TotalRevenueColumn
Exclusion$186,034ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events2988825GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events557425CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses1431694FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column1557131TotalRevenueColumn
Exclusion$1,557,131ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Gaming20350GrossIncomeGaming
Gaming Direct Expenses7500GamingDirectExpenses

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column12850TotalRevenueColumn
Exclusion$12,850ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory925744GrossSalesOfInventory
Cost Of Goods Sold536053CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column389691TotalRevenueColumn
Related Or Exempt Function Income153928RelatedOrExemptFunctionIncome
Exclusion$235,763ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmount
AFFILIATE REVENUE900099949791$949,791
CHAPTER LICENSING AND MAINTENANCE900099846245$846,245
OTHER REVENUE900099952574$952,574
FieldValueIRS element (for citing)
Total Other Revenue2748610TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column104575489TotalRevenueColumn
Related Or Exempt Function Income5262966RelatedOrExemptFunctionIncome
Exclusion$6,816,443ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total11702297Total
Program Services11702297ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total1792106Total
Program Services1792106ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total1964409Total
Program Services1186371ProgramServices
Management And General453299ManagementAndGeneral
Fundraising324739Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total23318361Total
Program Services17687531ProgramServices
Management And General880520ManagementAndGeneral
Fundraising4750310Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total2451203Total
Program Services1837093ProgramServices
Management And General157213ManagementAndGeneral
Fundraising456897Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total2177403Total
Program Services1610006ProgramServices
Management And General126413ManagementAndGeneral
Fundraising440984Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total1777202Total
Program Services1316070ProgramServices
Management And General94059ManagementAndGeneral
Fundraising367073Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total549419Total
Program Services183140ProgramServices
Management And General183140ManagementAndGeneral
Fundraising183139Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total123435Total
Program Services101410ProgramServices
Management And General10457ManagementAndGeneral
Fundraising11568Fundraising

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total219000Total
Program Services219000ProgramServices

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total433534Total
Fundraising433534Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total96775Total
Program Services96775ProgramServices

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total8707539Total
Program Services4324332ProgramServices
Management And General465183ManagementAndGeneral
Fundraising3918024Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total11037159Total
Program Services10827143ProgramServices
Management And General2ManagementAndGeneral
Fundraising210014Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total19505989Total
Program Services10619111ProgramServices
Management And General3760951ManagementAndGeneral
Fundraising5125927Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total517044Total
Program Services456140ProgramServices
Management And General23488ManagementAndGeneral
Fundraising37416Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total5153627Total
Program Services4696365ProgramServices
Management And General53374ManagementAndGeneral
Fundraising403888Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total5473630Total
Program Services4359956ProgramServices
Management And General32068ManagementAndGeneral
Fundraising1081606Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total1420709Total
Program Services1289829ProgramServices
Management And General6654ManagementAndGeneral
Fundraising124226Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total0Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total796677Total
Program Services538101ProgramServices
Management And General83884ManagementAndGeneral
Fundraising174692Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total127620Total
Program Services113120ProgramServices
Management And General1643ManagementAndGeneral
Fundraising12857Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
RECOGNITION/RECRUITMENT127564112551174413269
INVENTORY BUY-BACK EXPENSE24983239722586
.
.

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total330687Total
Program Services28716ProgramServices
Management And General2093ManagementAndGeneral
Fundraising299878Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total99828372Total
Program Services75099560ProgramServices
Management And General6336185ManagementAndGeneral
Fundraising18392627Fundraising
FieldValueIRS element (for citing)
Joint CostsXJointCosts

Total Joint Costs TotalJointCosts

FieldValueIRS element (for citing)
Total15413689Total
Program Services8180841ProgramServices
Management And General2705397ManagementAndGeneral
Fundraising4527450Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY10708534BOY
EOY11693107EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY17099520BOY
EOY17180305EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY22708593BOY
EOY16708937EOY

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)
BOY0BOY
EOY493120EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY135491BOY
EOY328464EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY4137719BOY
EOY6120978EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis15569281LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec12088543LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY3242084BOY
EOY3480738EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY55910534BOY
EOY54744000EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY12353595BOY
EOY12008956EOY

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)
BOY126296070BOY
EOY122758605EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY6741706BOY
EOY6929664EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY27149833BOY
EOY22525567EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY3996445BOY
EOY2479892EOY

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)
BOY19787586BOY
EOY20183907EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY57675570BOY
EOY52119030EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY32643433BOY
EOY26593123EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY13922372BOY
EOY21875658EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY22054695BOY
EOY22170794EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY68620500BOY
EOY70639575EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY126296070BOY
EOY122758605EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses4747117ReconcilationRevenueExpenses
Reconcilation Other Changes-2728042ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years95071788CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years78177850CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years75805366CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year86383096CurrentTaxYearMinus1Year
Current Tax Year92496080CurrentTaxYear
Total427934180Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3384152CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years5318528CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years4413451CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3178355CurrentTaxYearMinus1Year
Current Tax Year5109038CurrentTaxYear
Total21403524Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years98455940CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years83496378CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years80218817CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year89561451CurrentTaxYearMinus1Year
Current Tax Year97605118CurrentTaxYear
Total449337704Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3200000CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1188870CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years599940CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year728821CurrentTaxYearMinus1Year
Current Tax Year619685CurrentTaxYear
Total6337316Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3200000CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1188870CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years599940CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year728821CurrentTaxYearMinus1Year
Current Tax Year619685CurrentTaxYear
Total6337316Total
FieldValueIRS element (for citing)
Public Support Total509443000388PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years4684438CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3077704CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1969538CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2154572CurrentTaxYearMinus1Year
Current Tax Year2076055CurrentTaxYear
Total13962307Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years4684438CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3077704CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1969538CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2154572CurrentTaxYearMinus1Year
Current Tax Year2076055CurrentTaxYear
Total13962307Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years439146CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years607419CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2610156CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year4921675CurrentTaxYearMinus1Year
Current Tax Year6683529CurrentTaxYear
Total15261925Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years103579524CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years87181501CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years84798511CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year96637698CurrentTaxYearMinus1Year
Current Tax Year106364702CurrentTaxYear
Total478561936Total
FieldValueIRS element (for citing)
Public Support Percentage5090.92569PublicSupportPercentage509
Prior Year Support Percentage0.93209PriorYearSupportPercentage
Investment Income Percentage0.02918InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.03493PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

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$235,991MediaAdvertisementsAmount
Mailings MemberstrueMailingsMembers
Mailings Members$50,070MailingsMembersAmount
Publications Or BroadcasttruePublicationsOrBroadcast
Publications Or Broadcast$7,183PublicationsOrBroadcastAmount
Grants Other OrganizationsfalseGrantsOtherOrganizations
Direct Contact LegislatorstrueDirectContactLegislators
Direct Contact Legislators$551,000DirectContactLegislatorsAmount
Rallies DemonstrationstrueRalliesDemonstrations
Rallies Demonstrations$218,197RalliesDemonstrationsAmount
Other ActivitiestrueOtherActivities
Other Activities$409,317OtherActivitiesAmount
Total Lobbying Expenditures IIB1471758TotalLobbyingExpendituresIIB
Not Described In501c3falseNotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierLOBBYING ACTIVITIESIdentifier
Return ReferenceSCHEDULE C, PART II-B, Line 1iReturnReference
ExplanationNearly all of the Association's lobbying is through staff or volunteers. Therefore, only a small amount of reportable expenses are incurred for grass roots lobbying, 10% of the costs associated with database contracts, or $3,888. These amounts are used for advocacy. ADDITIONALLY THE ASSOCIATION HAS TRAINING TO DEVELOP AND ORGANIZE CHAPTER BASED GRASSROOTS ACTIVITIES. FOR FISCAL YEAR 2012 THESE TRAINING EXPENDITURES WERE $405,429. 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 health and long-term coverage to ensure high quality cost effective care for people with Alzheimer's and their families. We also advocate for better care for people and families already facing Alzheimer's. More than 400,000 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.Explanation

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 Balance11626613BeginningOfYearBalance
Contributions323701Contributions
Investment Earnings Or Losses192033InvestmentEarningsOrLosses
End Of Year Balance12142347EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance9438167BeginningOfYearBalance
Contributions96708Contributions
Investment Earnings Or Losses2091738InvestmentEarningsOrLosses
End Of Year Balance11626613EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

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

Current Year Minus3 Years CurrentYearMinus3Years

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 Balance0.90960PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.09040TermEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs
LandLand
BuildingsBuildings

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis4003514OtherCostOrOtherBasis
Depreciation2276753Depreciation
Book Value1726761BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis5537788OtherCostOrOtherBasis
Depreciation4574195Depreciation
Book Value963593BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis6027980OtherCostOrOtherBasis
Depreciation5237595Depreciation
Book Value790385BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings3480739TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities (2 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
BENEFICIAL INTERESTS11876426F
ASSETS HELD IN TRUST132530F
FieldValueIRS element (for citing)
Total Of Book Value Securities12008956TotalOfBookValueSecurities
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescriptionAmountAmount
DUE TO CHAPTERS$12,201,778
GIFT ANNUITY OBLIGATIONS$4,477,811
DEFERRED COMPENSATION$1,416,536
DEFERRED RENT$2,087,782
FieldValueIRS element (for citing)
Total Of Amounts20183907TotalOfAmounts
Total Revenue104575489TotalRevenue
Total Expenses99828372TotalExpenses
Excess Or Deficit For Year4747117ExcessOrDeficitForYear
Net Unrealized GL On Investments-1099120NetUnrealizedGLOnInvestments
Other-$1,628,922OtherAmount
Total Adjustments-2728042TotalAdjustments
Excess Or Deficit Per FS2019075ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt107920123TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-1099120NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities5258984DonatedSrvcAndUseOfFacilities
Other Revenues-788339OtherRevenues
Revenue Not Rptd F9903371525RevenueNotRptdF990
Revenue Subtotal104548598RevenueSubtotal
Other Revenues Not Included26891OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt26891RevenueNotRptdOnFinStmt
Total Revenue Per Form990104575489TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt106282136TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities5569627DonatedServicesUseOfFacilities
Other Expenses Included1447081OtherExpensesIncluded
Expenses Not Rptd F9907016708ExpensesNotRptdF990
Expenses Subtotal99265428ExpensesSubtotal
Other Expenses Not Included562944OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt562944ExpensesNotRptdOnFinStmt
Total Expenses Per Form99099828372TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 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 only consists 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 56%) or not purpose restricted (approximately 44%). 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, 2012, 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 Alzheimer's 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 501(c)(3) and 501(c)(4) of the Internal Revenue Code of 1986 (IRC), except for income taxes pertaining to unrelated business income. AIMPAC is a political action committee organization exempt from federal taxes under Section 57 of the IRC. The Financial Accounting Standards Board issued guidance that requires tax effects from uncertain tax positions to be recognized in the 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 financial statements. Additionally, no provision for income taxes is reflected in these financial statements. There are no interest or penalties recognized in the statement of activities or statement of position. The tax years ending 2008, 2009, and 2010 are still open to audit for both federal and state purposes.
Reconciliation of Net assetsSCHEDULE D, PART XI, LINE 8CHANGE IN PERPETUAL TRUST $ (207,601) Change in split interest (580,738) Acquisition of dissolved chapters 481,427 Donated noncash contributions (310,643) Bad Debt (911,028) PRIOR PERIOD ADJUSTMENT TO NET ASSETS (100,342) Miscellaneous Adjustment 3 TOTAL $ (1,628,922)
Reconciliation of RevenueSchedule D, Part XII, Line 2DChange in perpetual trust $ (207,601) Change in split interest (580,738) TOTAL $ (788,339)
Reconciliation of RevenueSchedule D, Part XII, Line 4BCost Of Goods Sold $ (536,053) Reimbursement of legal Fees 562,944 TOTAL $ 26,891
Reconciliation of ExpensesSchedule D, Part XIII, Line 2DCost of goods sold $ 536,053 Bad debt 911,028 TOTAl $ 1,447,081
Reconciliation of ExpensesSchedule D, Part XIII, Line 4BReimbursement of legal fees $ 562,944 TOTAL $ 562,944

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedtrueGrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedTotal ExpendituresTotalExpenditures
Europe (Including Iceland and Greenland)00Grantmaking1195616
North America00Grantmaking297090
South America00Grantmaking100000
East Asia and the Pacific00Grantmaking199400
FieldValueIRS element (for citing)
Subtotal Number Of Offices0SubtotalNumberOfOffices
Subtotal Number Of Employees0SubtotalNumberOfEmployees
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees0TotalNumberOfEmployees
Subtotal Amount Spent1792106SubtotalAmountSpent
Total Amount Spent1792106TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (14 entries)

RegionRegionPurpose Of GrantPurposeOfGrantAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursementMethod Of ValuationMethodOfValuation
Europe/Iceland/GreenlandProgram Support199790CHECKFMV
Europe/Iceland/GreenlandProgram Support396969CHECKFMV
Europe/Iceland/GreenlandProgram Support100000CHECKFMV
North AmericaProgram Support97090CHECKFMV
North AmericaProgram Support100000CHECKFMV
Europe/Iceland/GreenlandProgram Support100000CHECKFMV
North AmericaProgram Support100000CHECKFMV
Europe/Iceland/GreenlandProgram Support100000CHECKFMV
Europe/Iceland/GreenlandProgram Support99000CHECKFMV
Europe/Iceland/GreenlandProgram Support99857CHECKFMV
East Asia/PacificProgram Support100000CHECKFMV
Europe/Iceland/GreenlandProgram Support100000CHECKFMV
East Asia/PacificProgram Support99400CHECKFMV
South AmericaProgram Support100000CHECKFMV
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. Any subsequent payments to grant awardees are generated after their receipt and approval by our Chief Medical Science Officer or 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 to secure 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. 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. The Alzheimer's Association monitors the scientific advances of the Association's grant awardees by maintaining records of publications, presentations, and intellectual property that results 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
THDDir Mail PUSH E-MAILfalse3846828192473337543548
InfocisionAware & Vol Programfalse25452171988747556470
FieldValueIRS element (for citing)
Total Gross Receipts41013498TotalGrossReceipts
Total Retained By Contractors2913480TotalRetainedByContractors
Total Net To Organization38100018TotalNetToOrganization
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 StatesMALicensedStates
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 Event11085000GrossReceiptsEvent1
Charitable Contributions Event1148800CharitableContributionsEvent1
Gross Revenue Event1936200GrossRevenueEvent1
Cash Prizes Event10CashPrizesEvent1
Non Cash Prizes Event1195387NonCashPrizesEvent1
Rent Facility Costs Event1236233RentFacilityCostsEvent1
Other Direct Expenses Event1110185OtherDirectExpensesEvent1
Name Of Event2Sardi's GalaNameOfEvent2
Gross Receipts Event2720750GrossReceiptsEvent2
Charitable Contributions Event2198500CharitableContributionsEvent2
Gross Revenue Event2522250GrossRevenueEvent2
Cash Prizes Event20CashPrizesEvent2
Non Cash Prizes Event215000NonCashPrizesEvent2
Rent Facility Costs Event2124196RentFacilityCostsEvent2
Other Direct Expenses Event284636OtherDirectExpensesEvent2
Total Number Of Other Events4TotalNumberOfOtherEvents
Gross Receipts Other Events1740500GrossReceiptsOtherEvents
Charitable Contrib Other Events210125CharitableContribOtherEvents
Gross Revenue Other Events1530375GrossRevenueOtherEvents
Cash Prizes Other Events0CashPrizesOtherEvents
Non Cash Prizes Other Events92756NonCashPrizesOtherEvents
Rent Facility Costs Other Events355317RentFacilityCostsOtherEvents
Other Direct Expenses Other Events217984OtherDirectExpensesOtherEvents
Gross Receipts Total3546250GrossReceiptsTotal
Charitable Contributions Total557425CharitableContributionsTotal
Gross Revenue Total Events2988825GrossRevenueTotalEvents
Cash Prizes Total Events0CashPrizesTotalEvents
Non Cash Prizes Total Events303143NonCashPrizesTotalEvents
Rent Facility Costs Total Events715746RentFacilityCostsTotalEvents
Other Direct Expenses Total Events412805OtherDirectExpensesTotalEvents
Direct Expense Summary Events1431694DirectExpenseSummaryEvents
Net Income Summary1557131NetIncomeSummary

Gaming Information GamingInformation

FieldValueIRS element (for citing)
Gross Revenue Other Gaming20350GrossRevenueOtherGaming
Non Cash Prizes Other Gaming7500NonCashPrizesOtherGaming
Volunteer Labor Other GamingfalseVolunteerLaborOtherGaming
Gross Revenue Total Gaming20350GrossRevenueTotalGaming
Non Cash Prizes Total Gaming7500NonCashPrizesTotalGaming
Direct Expense Summary Gaming7500DirectExpenseSummaryGaming
Net Gaming Income Summary12850NetGamingIncomeSummary
FieldValueIRS element (for citing)
States Where Gaming ConductedILStatesWhereGamingConducted
LicensedtrueLicensed
License Suspended EtcfalseLicenseSuspendedEtc
Gaming With NonmemberstrueGamingWithNonmembers
Member Of Other EntityfalseMemberOfOtherEntity
Percentage Of Gaming Own Facility0.00000PercentageOfGamingOwnFacility
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 IMC FOR PROFESSIONAL FUNDRAISING CONSULTANT SERVICES. A DESCRIPTION OF THE ARRANGMENT 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 - 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 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 2 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 will receive $340,000 in revenue from Infocision as a result of FY12 campaigns. Those dollars are over and above the FY12 stated gross revenue.
FUNDRAISING CONSULTANT- FEE ARRANGEMENTSCHEDULE G, PART I, LINE 2B, BOX (vi)The agreement between InfoCision Management Corporation and Alzheimer's Disease & Related Disorders 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. Alzheimer's Disease & Related Disorders 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 (109 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantMethod Of ValuationMethodOfValuationPurpose Of GrantPurposeOfGrantAddress Line2AddressUS/AddressLine2
Regents of the University of Minnesota
200 Oak StreetMinneapolisMN55455416007513501(c)(3)400000FMVProgram Support
Portland State University
PO Box 751PortlandOR97207481278529501(c)(3)199469FMVProgram Support
Massachusetts General Hospital
101 Huntington AveBostonMA02199042697983501(c)(3)240000FMVProgram Support
Mount Sinai School of Medicine
PO Box 1075New YorkNY10029136171197501(c)(3)240000FMVProgram Support
The Nathan S Kline Institute
140 Old Orangeburg RdOrangeburgNY10962141410842501(c)(3)240000FMVProgram Support
The Institute for Molecular Medicine
16371 Gothard StHuntington BeachCA92647880366979501(c)(3)239503FMVProgram Support
The University of Iowa
2 Gilmore HallIowa CityIA52242426004813501(c)(3)239250FMVProgram Support
Rush University Medical Center
1653 W Congress ParkwayChicagoIL60612362174823501(c)(3)239910FMVProgram Support
Sloan-Kettering Institute
1275 York AvenueNew YorkNY10065131624182501(c)(3)240000FMVProgram Support
Mount Sinai School of Medicine
PO Box 1075New YorkNY10029136171197501(c)(3)240000FMVProgram Support
Univ of Texas Health Science Center
7703 Floyd Curl DrSan AntonioTX78229741586031501(c)(3)239862FMVProgram Support
Mayo Clinic Jacksonville
4500 San Pablo RoadJacksonvilleFL32224159333702501(c)(3)240000FMVProgram Support
Case Western Reserve University
10900 EuclidClevelandOH44106341018992501(c)(3)239996FMVProgram Support
University of South Florida
3650 SpectrumTampaFL33612593102112501(c)(3)159774FMVProgram Support
The University of Texas
PO Box 20036HoustonTX77225741761309501(c)(3)160000FMVProgram Support
The Nathan S Kline Institute
140 Old Orangeburg RdOrangeburgNY10962141410842501(c)(3)399956FMVProgram Support
New York University
665 Broadway Suite 801New YorkNY10012135562308501(c)(3)100000FMVProgram Support
Banner Research Institute
10515 West Santa FeSun CityAZ85351860768795501(c)(3)100000FMVProgram Support
Mount Sinai School of Medicine
PO Box 1075New YorkNY10029136171197501(c)(3)98670FMVProgram Support
New York University School of Medicine
1 Park AveNew YorkNY10016135562308501(c)(3)100000FMVProgram Support
Washington University
660 South Euclid AveSt LouisMO63110430653611501(c)(3)100000FMVProgram Support
The Children's Hospital of Philadelphia
3615 Civic CenterPhiladelphiaPA19104231352166501(c)(3)99549FMVProgram Support
University of Delaware
210 Hullihen HallNewarkDE19716516000297501(c)(3)100000FMVProgram Support
The Trustees of Columbia University
630 W 168th StNew YorkNY10032135598093501(c)(3)100000FMVProgram Support
San Diego State Univ Research Fdn
5250 Campanile DrSan DiegoCA92182956042721501(c)(3)99998FMVProgram Support
New York University
665 Broadway Suite 801New YorkNY10012135562308501(c)(3)99979FMVProgram Support
The University of Texas Medical Branch
301 UniversityGalvestonTX77555746000949501(c)(3)100000FMVProgram Support
West Virginia University
886 Chestnut RidgeMorgantownWV26506556000842501(c)(3)97493FMVProgram Support
Mayo Clinic
200 First St SWRochesterMN559050001416011702501(c)(3)100000FMVProgram Support
Emory University
1599 Clifton RdAtlantaGA30322580566256501(c)(3)99997FMVProgram Support
Mount Sinai School of Medicine
PO Box 1075New YorkNY10029136171197501(c)(3)99974FMVProgram Support
Rush University Medical Center
1653 W Congress ParkwayChicagoIL60612362174823501(c)(3)99831FMVProgram Support
University of Pittsburgh
123 University PlPittsburghPA15213250965591501(c)(3)100000FMVProgram Support
Medical University of South Carolina
19 Hagood AveCharlestonSC29425576000722501(c)(3)99988FMVProgram Support
The Regents of the University of California Los A
11000 Kinross AvenueLos AngelesCA90095956006143501(c)(3)100000FMVProgram Support
University of Houston
4800 CalhounHoustonTX772042015746001399501(c)(3)100000FMVProgram Support
The Regents of the University of California
5171 CaliforniaIrvineCA926977600952226406501(c)(3)100000FMVProgram Support
The Regents of the University of California
5171 CaliforniaIrvineCA926977600952226406501(c)(3)100000FMVProgram Support
Washington University in St Louis
660 South EuclidSt LouisMO63110430653611501(c)(3)100000FMVProgram Support
The Regents of the University of California
5200 North Lake RoadMercedCA95343270093858501(c)(3)100000FMVProgram Support
The University of Chicago
5801 South Ellis AvenueChicagoIL60637362177139501(c)(3)100000FMVProgram Support
Univ of North Texas Health Science Center
3500 Camp Bowie BlvdFort WorthTX76107756064033501(c)(3)100000FMVProgram Support
The Regents of the University of California
1850 Research ParkDavisCA95618946036494501(c)(3)100000FMVProgram Support
University of Pennsylvania
3451 Walnut StPhiladelphiaPA19104231352685501(c)(3)99840FMVProgram Support
Emory University
1599 CliftonAtlantaGA30322580566256501(c)(3)100000FMVProgram Support
The Regents of the University of California
5171 California AveIrvineCA92697952226406501(c)(3)100000FMVProgram Support
The University of Kansas
2385 Irving HillLawrenceKS66045480680117501(c)(3)100000FMVProgram Support
Brigham and Women's Hospital Inc
75 Francis StreetBostonMA02115042312909501(c)(3)100000FMVProgram Support
The Board of Trustees of the Univ of IL
1901 S FirstChampaignIL61820376000511501(c)(3)100000FMVProgram Support
Brigham and Women's Hospital Inc
75 Francis StreetBostonMA02115042312909501(c)(3)96565FMVProgram Support
University of Colorado Denver AMC and DC
13001 E 17th PlaceAuroraCO80045846000555501(c)(3)99998FMVProgram Support
University of South Florida
3650 Spectrum BlvdTampaFL33612593102112501(c)(3)100000FMVProgram Support
University of Vermont
85 S Prospect StBurlingtonVT05401030225105501(c)(3)299998FMVProgram Support
The Regents of the University of California
3333 California StSan FranciscoCA94118946036493501(c)(3)200000FMVProgram Support
Baylor College of Medicine
One Baylor PlazaHoustonTX77030741613878501(c)(3)200000FMVProgram Support Program Support
The Regents of the University of California
3333 California StSan FranciscoCA94118946036493501(c)(3)71623FMVProgram Support Program Support
Foundation for the National Inst of Health
3333 California StSan FranciscoCA94118521986675501(c)(3)250000FMVProgram Support
Washington University in St Louis
660 S Euclid AveSt LouisMO63110430653611501(c)(3)1095209FMVProgram Support
Cleveland Clinic Foundation
9500 Euclid AvenueClevelandOH44195340714585501(c)(3)46667FMVProgram Support
Cleveland Clinic Foundation
9500 Euclid AvenueClevelandOH44195340714585501(c)(3)46667FMVProgram Support
Cleveland Clinic Foundation
9500 Euclid AvenueClevelandOH44195340714585501(c)(3)46667FMVProgram Support
Case Western Reserve University
10900 Euclid AvenueClevelandOH44106341018992501(c)(3)80000FMVProgram Support
University of Pennsylvania
3451 Walnut StPhiladelphiaPA19104231352685501(c)(3)100000FMVProgram Support
University of Washington
4333 Brooklyn AveSeattleWA98195916001537501(c)(3)77000FMVProgram Support
Greater Wisconsin Chapter
2900 Curry LaneGreen BayWI54311391493227501(c)(3)23000FMVProgram SupportSuite A
Ohio Department of Health
246 N High StreetColumbusOH43215311334820501(a)12400FMVProgram Support
Georgia Chapter
1925 Century BlvdAtlantaGA30345581492046501(c)(3)15000FMVProgram Support
Mississippi Chapter
1900 DunbartonJacksonMS39216640786327501(c)(3)23000FMVProgram Support
St Louis Chapter
9370 Olive BlvdSt LouisMO63132431237069501(c)(3)28000FMVProgram Support
Greater Iowa Chapter
1730 28th StWest Des MoinesIA50266421520582501(c)(3)28100FMVProgram Support
Mid South Chapter
4825 Trousdale DrNashvilleTN37215621860364501(c)(3)14000FMVProgram Support
Northern California and Nevada Chapter
1060 La AvenidaMountain ViewCA94043942897949501(c)(3)25500FMVProgram Support
West Virginia Chapter
1111 Lee StCharlestonSC25301363487172501(c)(3)18000FMVProgram Support
Louisiana Dept of Health
PO Box 3118Baton RougeLA70821726011595501(a)25000FMVProgram Support
Arizona Dept of Health
1740 W Adams Room 303PhoenixAZ85007866004791501(a)20000FMVProgram Support
Greater Kentucky Chapter
6100 Duchmans LaneLouisvilleKY40205364497854501(c)(3)5500FMVProgram Support
Minnesota North Dakota Chapter
4550 W 77thMinneapolisMN55435411361624501(c)(3)7270FMVProgram Support
Oregon Chapter
1650 NW Naito PkwyPortlandOR97209930813252501(c)(3)28000FMVProgram Support
Connecticut Chapter
2075 Silas Deane HwyRocky HillCT06067421540769501(c)(3)17000FMVProgram Support
OklahomaArkansas Chapter
6465 South YaleTulsaOK74136731183372501(c)(3)14520FMVProgram Support
Maine Dept of Health
221 S State StAgustaME04333016000001501(a)15000FMVProgram Support
National Capital Area Chapter
3701 Pender DrFairfaxVA22030521196162501(c)(3)23000FMVProgram Support
Alzheimer's Impact Movement (AIM)
225 MichiganCHicagoIL60601271961435501(c)(3)589830FMVProgram Support
Houston and Southeast Texas Chapter
2242 West Holcombe BlvdHoustonTX77030742198685501(c)(3)35161FMVProgram Support
California and Central Coast chapter
1528 Chapala StSanta BarbaraCA93101770006745501(c)(3)9600FMVProgram Support
Central and North Florida Chapter
378 Center PtAltamonte SpringsFL32701363487166501(c)(3)7480FMVProgram Support
East Central Iowa Chapter
317 Seventh AveCedar RapidsIA52401421333384501(c)(3)6471FMVProgram Support
Central and Western Virginia
1160 Pepsi PlCharlottesvilleVA22901541309570501(c)(3)7158FMVProgram Support
Connecticut Chapter
2075 Silas Deane HwyRocky HillCT06067421540769501(c)(3)10120FMVProgram Support
Georgia Chapter
1925 Century BlvdAtlantaGA30345581492046501(c)(3)12972FMVProgram Support
Greater Illinois Chapter
8430 W Bryn MawrChicagoIL60631363102348501(c)(3)18520FMVProgram Support
Greater Kentucky Chapter
6100 Duchmans LnLouisvilleKY40205364497854501(c)(3)9998FMVProgram Support
Greater Maryland Chapter
1850 York RoadTimoniumMD21093521219428501(c)(3)9516FMVProgram Support
Greater Dallas Chapter
4144 N Central ExpyDallasTX75204752041194501(c)(3)13200FMVProgram Support
Mid Missouri Chapter
2400 Bluff Creek DrColumbiaMO65201431344786501(c)(3)5952FMVProgram Support
Northern California and Nevada Chapter
1060 La AvenidaMountain ViewCA94043942897949501(c)(3)16718FMVProgram Support
Northeastern New York Chapter
4 Pine West PlazaAlbanyNY12205141634958501(c)(3)7916FMVProgram Support
North Central Texas Chapter
2630 West FwyFort WorthTX76102751984152501(c)(3)7681FMVProgram Support
Oklahoma and Arkansas Chapter
6465 South YaleTulsaOK74136731183372501(c)(3)8160FMVProgram Support
Rochester and Finger Lakes Chapter
435 E henrietta RdRochesterNY14620161159941501(c)(3)9517FMVProgram Support
South Carolina Chapter
4124 Clemson BlvdAndersonSC29621570792592501(c)(3)7651FMVProgram Support
Southeastern Virginia Chapter
6350 Center DrNorfolkVA23502541204329501(c)(3)5710FMVProgram Support
Utah Chapter
855 E 4800 SSalt Lake CityUT84107870397943501(c)(3)6219FMVProgram Support
Vermont Chapter
300 CornerstoneWillistonVT05495030286299501(c)(3)6650FMVProgram Support
Western Carolina Chapter
3800 ShamrockCharlotteNC28215561440727501(c)(3)7770FMVProgram Support
Mid South Chapter
4825 TrousdaleNashvilleTN37215621860364501(c)(3)9016FMVProgram Support
California Southland Chapter
5900 Wilshire BlvdLos AngelesCA90036953718119501(c)(3)18400FMVProgram Support
Greater Pennsylvania Chapter
3544 Progress AveHarrisburgPA17110251510692501(c)(3)10080FMVProgram Support
Wake Forest University
Medical Center BlvdWinstonSalemNC27157223849199501(c)(3)362821FMVProgram Support
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants105TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations4TotalNbrOfOtherOrganizations

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. Any subsequent payments to grant awardees are generated after their receipt and approval by our Chief Medical Science Officer or 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 to secure 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. 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. The Alzheimer's Association monitors the scientific advances of the Association's grant awardees by maintaining records of publications, presentations, and intellectual property that results 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)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgOther Compensation Filing OrgOtherCompensationFilingOrgDeferred Comp Filing OrgDeferredCompFilingOrgNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgs
HARRY JOHNS
489391675085000717393218217489900746750
RICHARD HOVLAND
2502216587665816276028329950418739658
Angela Geiger
302974889203088278418282493268
William Thies
2523347604529122695022664380905
Robert Egge
24308352426213824626950288563612735242
SCOTT GARDNER
20239550891817248487791286742
Paula Pelissero
1753008737631204702870208008
Matthew Baumgart
1753008737631204702870208008

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Travel for companionsSchedule J, Part I, Line 1aThree board members have early on-set Alzheimer's Disease and traveled to board meetings with a companion for safety purposes. Companion's travel expense was reimbursed.
Supplemental nonqualified retirement planSchedule J, Part I, Line 4bHarry Johns participates in a 457(f) plan. The amounts accrued are included on Schedule J as deferred compensation. The amount for 2011 is $224,768. Richard Hovland, Angela Geiger, and Harry Johns participate in a 457(b) plan. The amount accrued is included on Schedule J as deferred compensation. Harry Johns was the only individual in 2011 with an amount accrued. His amount in 2011 was $16,500.
SUPPLEMENTAL COMPENSATION INFORMATIONSCHEDULE J, PART II, COLUMN (C)Harry Johns - Incentive compensation of $85,500 (Part II B(II)) is based on performance measures developed, reviewed and approved by the Compensation Committee of the Alzheimer's Association Board of Directors in consultation with the Association's independent compensation consultants and represents achievement of goals for fiscal year 2010. This incentive compensation was earned in fiscal year 2010, however, not paid until calendar year 2011 as a result of fiscal year timing. Retirement and other deferred compensation of $393,218 (Part II (c )) is comprised of both employee and employer funding to the 401K retirement plan and employer accrual to a supplemental retirement account. This annual contribution is subject to multiple year vesting requirements through June 30, 2012. The latter has not been paid to the executive and will not be paid until a later date in 2012, AND WILL APPEAR IN THE 2012 RETURN. Nontaxable benefits of $21,748 (Part II(D)) include employer contribution to medical, dental, short- and long-term disability and basic life provision. Deferred compensation for Angela Geiger includes employer funding to 401K retirement plan and a retention incentive accrued but not paid at December 31, 2011. Ms. Geiger's deferred compensation is tied to specific multi-year vesting requirements through June 30, 2012. Deferred compensation for Richard Hovland includes employer funding to retirement plan and a retention incentive accrued but not paid at December 31, 2011. Mr. Hovland's deferred compensation is tied to specific multi-year vesting requirements through January 30, 2013. Deferred compensation for Robert Egge and William Thies include employer funding to 401K retirement plan.

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 Contributions569NumberOfContributions
Noncash Contribs Rptd F990292027NoncashContribsRptdF990
Method Of Determining RevenuesCost/Selling PriceMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Boats And PlanesBoatsAndPlanes
Intellectual PropertyIntellectualProperty

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions105NumberOfContributions
Noncash Contribs Rptd F9901848325NoncashContribsRptdF990
Method Of Determining RevenuesCost/Selling PriceMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStock
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
DescriptionAttachmentDescription
Number Of Contributions118NumberOfContributions
Noncash Contribs Rptd F990310643NoncashContribsRptdF990
Method Of Determining RevenuesFair Market ValueMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Number Of8283 Received0NumberOf8283Received
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 (11 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 health and long-term coverage to ensure high quality cost effective care for people with Alzheimer's and their families. We also advocate for better care for people and families already facing Alzheimer's. More than 400,000 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. REVENUES: NONE EXPENSES: $ 5,448,079 GRANTS: $ 593,227 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 over 700,000 individuals in person or by telephone, and millions more over the web each year. Online nationwide and in more than 80 affiliated chapters throughout the country, constituents can attend education programs and support groups, enroll in Support programs and products to reduce the risks associated with wandering, a dangerous and potentially fatal symptom of Alzheimer's disease, receive personalized care consultation and engage in early stage programs. The Association has been a leader in providing Support programs and products to reduce the risks associated with 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. In 2012, the Alzheimer's association launched two free resources for families impacted by Alzheimer's disease. Alzheimer's association alzheimer's navigator* is an online tool to help caregivers and people with dementia evaluate their needs, identify action steps and connect with local programs and services. developed with the feedback of people living with Alzheimer's and caregivers, Alzheimer navigator* also allows users to reassess needs and adjust care plans as the disease progresses. alzconnected*, powered by 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 disease. Through the Association's 24/7/365 Helpline, individuals with Alzheimer's 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. The helpline handles over 260,000 calls per year. The Association's website (alz.org) receives an average of 1.4 million visits each month. Online programs include: self-service education programs, an online community, an interactive brain tour (available in 14 languages), access to comprehensive disease information, portals in Spanish, Chinese, and Vietnamese, a virtual library, and a safety center. 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 Stage 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 and support 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 TO ALZHEIMER'S ASSOCIATION. REVENUES: $ 377,779 EXPENSES: $ 10,937,786 GRANTS: $ 446,797
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 VIII of the organizational bylaws. In addition to describing the responsibilities of each committee, the Alzheimer's Association bylaws describe the process by which committees of the Board of Directors are created and members are appointed. The following excerpt from the Association 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 and regulate its internal economy, 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 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 by-law recommendation to the Board; reviewing the activities of the Medical and Scientific Advisory Council and National Advisory Council; and identifying Significant Issues as that term is defined in Article X hereafter 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, Program, and Public Policy, 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 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 the National Advisory Council and approve and present to the Board for approval the candidates for MSAC membership. The Committee also advises the Chair on the selection of Vice Chairs, Committee Chairs and Committee Vice Chairs. Compensation Committee: A Compensation Committee which shall recommend salary and benefits for the President and CEO and senior officers of the Association; 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 IS A COMMITTEE OF THE BOARD OF DIRECTORS, REPORTS DIRECTLY TO THE BOARD AND ACTS UNDER A WRITTEN CHARTER ADOPTED AND APPROVED BY THE BOARD OF DIRECTORS. THE AUDIT COMMITTEE SHALL OVERSEE THE ACTIVITIES OF ANY INTERNAL AUDITOR OF THE ASSOCIATION. THE AUDIT COMMITTEE SHALL SEE THAT AN ANNUAL AUDIT IS PREPARED BY AN INDEPENDENT FIRM OF CERTIFIED PUBLIC ACCOUNTANTS RECOMMENDED BY THE AUDIT COMMITTEE TO THE BOARD OF DIRECTORS. THE AUDIT COMMITTEE SHALL REVIEW THE ASSOCIATION'S EXTERNAL AUDIT REPORTS AND ANNUAL REPORTS AND SUBMIT TO THE BOARD OF DIRECTORS. THE AUDIT COMMITTEE SHALL REVIEW AND APPROVE THE FORM 990. THE AUDIT COMMITTEE SHALL HAVE AT LEAST FIVE MEMBERS, ALL OF WHOM ARE MEMBERS OF THE BOARD OF DIRECTORS AND ARE FINANCIALLY LITERATE, DEFINED AS HAVING THE ABILITY TO READ AND UNDERSTAND FUNDAMENTAL FINANCIAL STATEMENTS. AT LEAST ONE MEMBER OF THE AUDIT COMMITTEE SHALL MEET THE DEFINED REQUIREMENT OF "FINANCIAL EXPERT". THE MAJORITY OF THE MEMBERS OF THE AUDIT COMMITTEE MAY NOT CONCURRENTLY SERVE ON THE FINANCE COMMITTEE. THE TREASURER AND CHAIR OF THE FINANCE COMMITTEE MAY NOT SERVE CONCURRENTLY ON THE AUDIT COMMITTEE; HOWEVER, THE TREASURER AND THE CHAIR OF THE FINANCE COMMITTEE MAY BE AN EX OFFICIO OF THE AUDIT COMMITTEE MEANING THAT HE OR SHE HAS A VOICE BUT NO VOTE. 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 provides guidance to the Board on advocacy strategies, federal, state and local public policy issues including research funding, health care, long term care, and publicly funded care and support programs. e. A Diversity & Inclusiveness Committee which shall help ensure that the Alzheimer's Association serves and reflects diverse communities, shall work with the National Board 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 inclusiveness 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 XIII, 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 XVIII, Section 2 of the bylaws, interested persons or Chapters shall disclose any conflict and shall not vote on a matter and further shall retire from the room in which the Board of 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 was not present during 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 shall retire from 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 compensation consultants. For the CEO and for the senior management team this review was last done in 2011. 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 chairman 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. This includes a self-assessment, 360 review and evaluation by the CEO. Salary is benchmarked every two years. 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.
Governing DocumentsFORM 990, Part VI, Section C, Line 19Form 990 is made available to the general public by posting on our organization's website and upon request. The organization's audited financial statements are made available to the general public by posting on our organization's website and upon request. The organization's conflict of interest policy is available to the general public upon request.
other change in net assets or fund balancespart xi, line 5Unrealized Loss $(1,099,120) CHANGE IN PERPETUAL TRUST (207,602) Change in split interest (580,738) Acquisition of dissolved chapters 481,427 Donated noncash contributions (310,643) Bad Debt (1,011,370) Miscellaneous Adjustment 5 TOTAL $(2,728,040)
Schedule BForm 990, Schedule B/Part IV, Line 2The organization has checked "no" to Form 990, Part IV, Line 2 as it is required to complete Schedule B, but the organization qualifies for the special rule of meeting the 33 1/3% and is only required to report contributions greater than 2% of total contributions. There are no contributors that are required to be reported on Schedule B for this reporting period.
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:HARRY JOHNS TITLE:PRESIDENT & CEO HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:RICHARD HOVLAND TITLE:COO/CFO HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:Robert Egge TITLE:VP - Public Policy HOURS:

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 Code606017633ZIPCode
FieldValueIRS element (for citing)
EIN271961435EIN
Primary ActivitiesSoc. WelfarePrimaryActivities
Legal Domicile StateILLegalDomicileState
Exempt Code Section501(c)(4)ExemptCodeSection
Public Charity StatusN/APublicCharityStatus

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
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
b589830FMV
Alzheimer's Impact Movement
N97148FMV

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 2012 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 diagnosis and care planning.Explanation

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