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
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-12-14T11:14:25-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 W JACKSON BLVD STE 2000 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133039601 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alzheimer's Disease & Related Disorders | BusinessNameLine1 |
| Business Name Line2 | Association Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % RICHARD HOVLAND COO/CFO | InCareOfName |
| Name Control | ALZH | NameControl |
| Phone | 3123358700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 N Michigan Ave | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606017633 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD H HOVLAND | Name |
| Title | COO/CFO | Title |
| Date Signed | 2012-12-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL ROMANO | Name |
| Phone | 3128560200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alzheimer's Association | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Richard Hovland | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 N Michigan Ave | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606017633 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 159787494 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 9334 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.alz.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1980 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | To eliminate Alzheimer's disease through the advancement of research; to provide and enhance care and support for all affected; & to reduce the risk of dementia through the promotion of brain health. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 43 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 43 | NbrIndependentVotingMembers |
| Total Nbr Employees | 388 | TotalNbrEmployees |
| Total Nbr Volunteers | 1950 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 86072453 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 92496080 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3178335 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5109038 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1542653 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2227187 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3659971 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4743184 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 94453412 | TotalRevenuePriorYear |
| Total Revenue Current Year | 104575489 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 17532133 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 13494403 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 25820480 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 31688578 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 456776 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 433534 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 18392627 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 49489574 | OtherExpensePriorYear |
| Other Expenses Current Year | 54211857 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 93298963 | TotalExpensesPriorYear |
| Total Expenses Current Year | 99828372 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1154449 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4747117 | RevenuesLessExpensesCY |
| Total Assets BOY | 126296070 | TotalAssetsBOY |
| Total Assets EOY | 122758605 | TotalAssetsEOY |
| Total Liabilities BOY | 57675570 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 52119030 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 68620500 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 70639575 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE 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 IN | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 24129299 | Expense |
| Grants | 12000 | Grants |
| Revenue | 0 | Revenue |
| Description | Public 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 23770407 | Expense |
| Grants | 12055538 | Grants |
| Revenue | 4885187 | Revenue |
| Description | Research - 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 Association | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10832839 | Expense |
| Grants | 386841 | Grants |
| Revenue | 0 | Revenue |
| Description | Chapter 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 16367015 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 1040024 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 377779 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 75099560 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | true | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 126 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 388 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 43 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 43 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DE | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RICHARD HOVLAND COOCFO | NamePerson |
| Telephone Number | 3123355771 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 N MICHIGAN AVENUE | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606017633 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (51 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Edward Berube | ||||||||
| Chair, Exec. Comm., Director | 10.0 | X | X | 0 | 0 | 0 | ||
| Gerald Sampson | ||||||||
| Vice Chair, Exec. Comm., Dir. | 10.0 | X | X | 0 | 0 | 0 | ||
| Thomas J WInkel | ||||||||
| treasurer, exec. comm., dir. | 10.0 | X | X | 0 | 0 | 0 | ||
| Mary Guerriero Austrom PhD | ||||||||
| Secretary, Exec. Comm., Dir. | 10.0 | X | X | 0 | 0 | 0 | ||
| R Thomas Bodkin | ||||||||
| DIRECTOR AND EXEC COMMITTEE | 5.0 | X | 0 | 0 | 0 | |||
| Bill Buechele | ||||||||
| DIRECTOR AND EXEC COMMITTEE | 5.0 | X | 0 | 0 | 0 | |||
| Cathy Edge | ||||||||
| DIRECTOR and exec committee | 5.0 | X | 0 | 0 | 0 | |||
| Deborah Jones | ||||||||
| DIRECTOR and exec committee | 5.0 | X | 0 | 0 | 0 | |||
| Ralph A Nixon MD PhD | ||||||||
| DIRECTOR and exec committee | 5.0 | X | 0 | 0 | 0 | |||
| John Osher | ||||||||
| DIRECTOR and exec committee | 5.0 | X | 0 | 0 | 0 | |||
| Ronald Petersen MD PhD | ||||||||
| DIRECTOR and exec committee | 5.0 | X | 0 | 0 | 0 | |||
| Stewart Putnam | ||||||||
| DIRECTOR AND EXEC COMMITTEE | 5.0 | X | 0 | 0 | 0 | |||
| John Sabl | ||||||||
| DIRECTOR and Exec committee | 5.0 | X | 0 | 0 | 0 | |||
| Electa Anderson | ||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | |||
| Christopher Binkley | ||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | |||
| Robert K Burke | ||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | |||
| Richard Della Penna MD | ||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | |||
| Jack Faer | ||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | |||
| Marlana Geha PhD | ||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | |||
| Elizabeth Gelfand Stearns | ||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | |||
| Colleen Goldhammer Benzin | ||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | |||
| David Goltermann | ||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | |||
| Louis Holland Jr | ||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | |||
| Stephen Hume PsyD | ||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | |||
| Karen Kauffman PhDCRNP BC | ||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | |||
| Jacqueline Kouri | ||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | |||
| John E Maggio PhD | ||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | |||
| Jeffrey Maloney | ||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | |||
| Bonnie H Marcus | ||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | |||
| Linda Mendelson | ||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | |||
| David Moscow | ||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | |||
| Manny Najera | ||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | |||
| Margaret Noel MD | ||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | |||
| Ron Profili | ||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | |||
| Deborah A Randall Esq | ||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | |||
| Kimberly Reed | ||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | |||
| Scott Russell EdD | ||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | |||
| Alan Silverglat | ||||||||
| Director | 5.0 | X | 0 | 0 | 0 | |||
| Suzanne B Swift | ||||||||
| Director | 5.0 | X | 0 | 0 | 0 | |||
| Carl E Tuerk Jr | ||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | |||
| Paul Wexler | ||||||||
| DIRECTOR | 5.0 | X | 0 | 0 | 0 | |||
| Shellie N Williams MD | ||||||||
| Director | 5.0 | X | 0 | 0 | 0 | |||
| Jerome H Stone | ||||||||
| Founding Pres, Honorary Chair | 5.0 | X | 0 | 0 | 0 | |||
| HARRY JOHNS | ||||||||
| PRESIDENT & CEO | 60.0 | X | 575108 | 6750 | 414966 | |||
| RICHARD HOVLAND | ||||||||
| COO/CFO | 60.0 | X | 328506 | 658 | 90233 | |||
| Angela Geiger | ||||||||
| CHIEF STRATEGY OFFICER | 60.0 | 392202 | 101066 | X | ||||
| William Thies | ||||||||
| CHIEF MEDICAL SCIENCE OFFICER | 60.0 | 331291 | 49614 | X | ||||
| Robert Egge | ||||||||
| VP - Public Policy | 60.0 | 305467 | 5242 | 55806 | X | |||
| SCOTT GARDNER | ||||||||
| VP - CHAPTER RELATIONS | 60.0 | 254103 | 32639 | X | ||||
| Paula Pelissero | ||||||||
| Sr. Director, Human Resources | 55.0 | 184668 | 23340 | X | ||||
| Matthew Baumgart | ||||||||
| Sr. Director, Public Policy | 55.0 | 184668 | 23340 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2556013 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 12650 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 791004 | TotalOtherCompensation |
| Number Individuals GT100 K | 62 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| T G Madison | |||||
| Tower Place 3340 Peachtree Rd St | ATLANTA | GA | 30326 | Consultant | 9549999 |
| Alaniz | |||||
| Box 799 425 N Iris Street | MT PLEASANT | IA | 52641 | Printing/letter shop | 5219093 |
| InfoCision | |||||
| 325 Springside Dr | AKRON | OH | 44333 | Tele marketing | 2763166 |
| Thompson Habib Denison | |||||
| 80 Hayden Avenue Ste 300 | LEXINGTON | MA | 02421 | Consultant | 1622844 |
| RR Donnelly | |||||
| PO Box 93514 | CHICAGO | IL | 606733514 | Printing | 1581025 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 78 | NumberOfContractorsGT100K |
| Membership Dues | 261740 | MembershipDues |
| Fundraising Events | 557425 | FundraisingEvents |
| Government Grants | 1907130 | GovernmentGrants |
| All Other Contributions | 89769785 | AllOtherContributions |
| Noncash Contributions | 2761638 | NoncashContributions |
| Total Contributions | 92496080 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PROGRAM CONFERENCES | 611710 | 4821434 | 4821434 |
| JOURNAL | 511120 | 63753 | 63753 |
| SAFE RETURN REGISTRATION FEE | 611710 | 155099 | 155099 |
| CAREGIVER TRAINING | 611710 | 68752 | 68752 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5109038 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2041153 | TotalRevenueColumn |
| Exclusion | $2,041,153 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34902 | TotalRevenueColumn |
| Exclusion | $34,902 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 53422792 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 53235662 | Securities |
| Other | 1096 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 187130 | Securities |
| Other | -1096 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 186034 | TotalRevenueColumn |
| Exclusion | $186,034 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 2988825 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 557425 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 1431694 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1557131 | TotalRevenueColumn |
| Exclusion | $1,557,131 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 20350 | GrossIncomeGaming |
| Gaming Direct Expenses | 7500 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12850 | TotalRevenueColumn |
| Exclusion | $12,850 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 925744 | GrossSalesOfInventory |
| Cost Of Goods Sold | 536053 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 389691 | TotalRevenueColumn |
| Related Or Exempt Function Income | 153928 | RelatedOrExemptFunctionIncome |
| Exclusion | $235,763 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| AFFILIATE REVENUE | 900099 | 949791 | $949,791 |
| CHAPTER LICENSING AND MAINTENANCE | 900099 | 846245 | $846,245 |
| OTHER REVENUE | 900099 | 952574 | $952,574 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2748610 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 104575489 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5262966 | RelatedOrExemptFunctionIncome |
| Exclusion | $6,816,443 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11702297 | Total |
| Program Services | 11702297 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1792106 | Total |
| Program Services | 1792106 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1964409 | Total |
| Program Services | 1186371 | ProgramServices |
| Management And General | 453299 | ManagementAndGeneral |
| Fundraising | 324739 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23318361 | Total |
| Program Services | 17687531 | ProgramServices |
| Management And General | 880520 | ManagementAndGeneral |
| Fundraising | 4750310 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2451203 | Total |
| Program Services | 1837093 | ProgramServices |
| Management And General | 157213 | ManagementAndGeneral |
| Fundraising | 456897 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2177403 | Total |
| Program Services | 1610006 | ProgramServices |
| Management And General | 126413 | ManagementAndGeneral |
| Fundraising | 440984 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1777202 | Total |
| Program Services | 1316070 | ProgramServices |
| Management And General | 94059 | ManagementAndGeneral |
| Fundraising | 367073 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 549419 | Total |
| Program Services | 183140 | ProgramServices |
| Management And General | 183140 | ManagementAndGeneral |
| Fundraising | 183139 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123435 | Total |
| Program Services | 101410 | ProgramServices |
| Management And General | 10457 | ManagementAndGeneral |
| Fundraising | 11568 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 219000 | Total |
| Program Services | 219000 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 433534 | Total |
| Fundraising | 433534 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96775 | Total |
| Program Services | 96775 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8707539 | Total |
| Program Services | 4324332 | ProgramServices |
| Management And General | 465183 | ManagementAndGeneral |
| Fundraising | 3918024 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11037159 | Total |
| Program Services | 10827143 | ProgramServices |
| Management And General | 2 | ManagementAndGeneral |
| Fundraising | 210014 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19505989 | Total |
| Program Services | 10619111 | ProgramServices |
| Management And General | 3760951 | ManagementAndGeneral |
| Fundraising | 5125927 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 517044 | Total |
| Program Services | 456140 | ProgramServices |
| Management And General | 23488 | ManagementAndGeneral |
| Fundraising | 37416 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5153627 | Total |
| Program Services | 4696365 | ProgramServices |
| Management And General | 53374 | ManagementAndGeneral |
| Fundraising | 403888 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5473630 | Total |
| Program Services | 4359956 | ProgramServices |
| Management And General | 32068 | ManagementAndGeneral |
| Fundraising | 1081606 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1420709 | Total |
| Program Services | 1289829 | ProgramServices |
| Management And General | 6654 | ManagementAndGeneral |
| Fundraising | 124226 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 796677 | Total |
| Program Services | 538101 | ProgramServices |
| Management And General | 83884 | ManagementAndGeneral |
| Fundraising | 174692 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127620 | Total |
| Program Services | 113120 | ProgramServices |
| Management And General | 1643 | ManagementAndGeneral |
| Fundraising | 12857 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| RECOGNITION/RECRUITMENT | 127564 | 112551 | 1744 | 13269 |
| INVENTORY BUY-BACK EXPENSE | 24983 | 2397 | 22586 | |
| . | ||||
| . |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 330687 | Total |
| Program Services | 28716 | ProgramServices |
| Management And General | 2093 | ManagementAndGeneral |
| Fundraising | 299878 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99828372 | Total |
| Program Services | 75099560 | ProgramServices |
| Management And General | 6336185 | ManagementAndGeneral |
| Fundraising | 18392627 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15413689 | Total |
| Program Services | 8180841 | ProgramServices |
| Management And General | 2705397 | ManagementAndGeneral |
| Fundraising | 4527450 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10708534 | BOY |
| EOY | 11693107 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17099520 | BOY |
| EOY | 17180305 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22708593 | BOY |
| EOY | 16708937 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 493120 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135491 | BOY |
| EOY | 328464 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4137719 | BOY |
| EOY | 6120978 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 15569281 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 12088543 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3242084 | BOY |
| EOY | 3480738 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55910534 | BOY |
| EOY | 54744000 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12353595 | BOY |
| EOY | 12008956 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126296070 | BOY |
| EOY | 122758605 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6741706 | BOY |
| EOY | 6929664 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27149833 | BOY |
| EOY | 22525567 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3996445 | BOY |
| EOY | 2479892 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19787586 | BOY |
| EOY | 20183907 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57675570 | BOY |
| EOY | 52119030 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32643433 | BOY |
| EOY | 26593123 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13922372 | BOY |
| EOY | 21875658 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22054695 | BOY |
| EOY | 22170794 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68620500 | BOY |
| EOY | 70639575 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126296070 | BOY |
| EOY | 122758605 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 4747117 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2728042 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 95071788 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 78177850 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 75805366 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 86383096 | CurrentTaxYearMinus1Year |
| Current Tax Year | 92496080 | CurrentTaxYear |
| Total | 427934180 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3384152 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5318528 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4413451 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3178355 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5109038 | CurrentTaxYear |
| Total | 21403524 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 98455940 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 83496378 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 80218817 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 89561451 | CurrentTaxYearMinus1Year |
| Current Tax Year | 97605118 | CurrentTaxYear |
| Total | 449337704 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3200000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1188870 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 599940 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 728821 | CurrentTaxYearMinus1Year |
| Current Tax Year | 619685 | CurrentTaxYear |
| Total | 6337316 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3200000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1188870 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 599940 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 728821 | CurrentTaxYearMinus1Year |
| Current Tax Year | 619685 | CurrentTaxYear |
| Total | 6337316 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 443000388 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4684438 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3077704 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1969538 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2154572 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2076055 | CurrentTaxYear |
| Total | 13962307 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4684438 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3077704 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1969538 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2154572 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2076055 | CurrentTaxYear |
| Total | 13962307 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 439146 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 607419 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2610156 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4921675 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6683529 | CurrentTaxYear |
| Total | 15261925 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 103579524 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 87181501 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 84798511 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 96637698 | CurrentTaxYearMinus1Year |
| Current Tax Year | 106364702 | CurrentTaxYear |
| Total | 478561936 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.92569 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.93209 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02918 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.03493 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | true | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | true | MediaAdvertisements |
| Media Advertisements | $235,991 | MediaAdvertisementsAmount |
| Mailings Members | true | MailingsMembers |
| Mailings Members | $50,070 | MailingsMembersAmount |
| Publications Or Broadcast | true | PublicationsOrBroadcast |
| Publications Or Broadcast | $7,183 | PublicationsOrBroadcastAmount |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $551,000 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | true | RalliesDemonstrations |
| Rallies Demonstrations | $218,197 | RalliesDemonstrationsAmount |
| Other Activities | true | OtherActivities |
| Other Activities | $409,317 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 1471758 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOBBYING ACTIVITIES | Identifier |
| Return Reference | SCHEDULE C, PART II-B, Line 1i | ReturnReference |
| Explanation | Nearly 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11626613 | BeginningOfYearBalance |
| Contributions | 323701 | Contributions |
| Investment Earnings Or Losses | 192033 | InvestmentEarningsOrLosses |
| End Of Year Balance | 12142347 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9438167 | BeginningOfYearBalance |
| Contributions | 96708 | Contributions |
| Investment Earnings Or Losses | 2091738 | InvestmentEarningsOrLosses |
| End Of Year Balance | 11626613 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8125409 | BeginningOfYearBalance |
| Contributions | 117211 | Contributions |
| Investment Earnings Or Losses | 1195547 | InvestmentEarningsOrLosses |
| End Of Year Balance | 9438167 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9400894 | BeginningOfYearBalance |
| Contributions | 60401 | Contributions |
| Investment Earnings Or Losses | -1285475 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 50411 | GrantsOrScholarships |
| End Of Year Balance | 8125409 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.90960 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.09040 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4003514 | OtherCostOrOtherBasis |
| Depreciation | 2276753 | Depreciation |
| Book Value | 1726761 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5537788 | OtherCostOrOtherBasis |
| Depreciation | 4574195 | Depreciation |
| Book Value | 963593 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6027980 | OtherCostOrOtherBasis |
| Depreciation | 5237595 | Depreciation |
| Book Value | 790385 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3480739 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| BENEFICIAL INTERESTS | 11876426 | F |
| ASSETS HELD IN TRUST | 132530 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 12008956 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO CHAPTERS | $12,201,778 |
| GIFT ANNUITY OBLIGATIONS | $4,477,811 |
| DEFERRED COMPENSATION | $1,416,536 |
| DEFERRED RENT | $2,087,782 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 20183907 | TotalOfAmounts |
| Total Revenue | 104575489 | TotalRevenue |
| Total Expenses | 99828372 | TotalExpenses |
| Excess Or Deficit For Year | 4747117 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1099120 | NetUnrealizedGLOnInvestments |
| Other | -$1,628,922 | OtherAmount |
| Total Adjustments | -2728042 | TotalAdjustments |
| Excess Or Deficit Per FS | 2019075 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 107920123 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1099120 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 5258984 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -788339 | OtherRevenues |
| Revenue Not Rptd F990 | 3371525 | RevenueNotRptdF990 |
| Revenue Subtotal | 104548598 | RevenueSubtotal |
| Other Revenues Not Included | 26891 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 26891 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 104575489 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 106282136 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 5569627 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 1447081 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 7016708 | ExpensesNotRptdF990 |
| Expenses Subtotal | 99265428 | ExpensesSubtotal |
| Other Expenses Not Included | 562944 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 562944 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 99828372 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Intended Uses of Endowment Funds | Schedule D, Part V, Line 4 | Permanently restricted net assets are restricted as investments in perpetuity. The Association's endowment 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 48 | SCHEDULE D, PART X, LINE 2 | The 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 assets | SCHEDULE D, PART XI, LINE 8 | CHANGE 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 Revenue | Schedule D, Part XII, Line 2D | Change in perpetual trust $ (207,601) Change in split interest (580,738) TOTAL $ (788,339) |
| Reconciliation of Revenue | Schedule D, Part XII, Line 4B | Cost Of Goods Sold $ (536,053) Reimbursement of legal Fees 562,944 TOTAL $ 26,891 |
| Reconciliation of Expenses | Schedule D, Part XIII, Line 2D | Cost of goods sold $ 536,053 Bad debt 911,028 TOTAl $ 1,447,081 |
| Reconciliation of Expenses | Schedule D, Part XIII, Line 4B | Reimbursement of legal fees $ 562,944 TOTAL $ 562,944 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 0 | 0 | Grantmaking | 1195616 |
| North America | 0 | 0 | Grantmaking | 297090 |
| South America | 0 | 0 | Grantmaking | 100000 |
| East Asia and the Pacific | 0 | 0 | Grantmaking | 199400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 1792106 | SubtotalAmountSpent |
| Total Amount Spent | 1792106 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (14 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|
| Europe/Iceland/Greenland | Program Support | 199790 | CHECK | FMV |
| Europe/Iceland/Greenland | Program Support | 396969 | CHECK | FMV |
| Europe/Iceland/Greenland | Program Support | 100000 | CHECK | FMV |
| North America | Program Support | 97090 | CHECK | FMV |
| North America | Program Support | 100000 | CHECK | FMV |
| Europe/Iceland/Greenland | Program Support | 100000 | CHECK | FMV |
| North America | Program Support | 100000 | CHECK | FMV |
| Europe/Iceland/Greenland | Program Support | 100000 | CHECK | FMV |
| Europe/Iceland/Greenland | Program Support | 99000 | CHECK | FMV |
| Europe/Iceland/Greenland | Program Support | 99857 | CHECK | FMV |
| East Asia/Pacific | Program Support | 100000 | CHECK | FMV |
| Europe/Iceland/Greenland | Program Support | 100000 | CHECK | FMV |
| East Asia/Pacific | Program Support | 99400 | CHECK | FMV |
| South America | Program Support | 100000 | CHECK | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 14 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Use of Grant Funds Outside U.S. | Identifier |
| Return Reference | Schedule F, Part I, Line 2 | ReturnReference |
| Explanation | The over-sight of the scientific integrity of the Alzheimer's Association International Research Grant Program is three-fold. First, the Alzheimer's Association voluntary Medical & Scientific Advisory Council ensures diversity of funded awards during the grant review process and develops focused Requests for Applications (RFAs) based on identified needs in the Alzheimer research community. Second, the Alzheimer's Association is engaged in a portfolio analysis of our scientific areas of investment to monitor the diversity of our grants portfolio, potential gaps in research funding, and potential overlap of areas funded. The analysis informs future funding decisions and areas of RFA focus. Third, there is a detailed process once a grant is awarded to monitor program and scientific and financial integrity. The Alzheimer's Association monitors the use of grant funds both inside and outside of the United States as follows: All awardees are required to provide annual reporting to the Alzheimer's Association on both the status of the research project and financial expenditures associated with the award. Sixty days prior to the anniversary of the award, an Alzheimer's Association Post-Award Specialist notifies all researchers and all designated institutional financial officials with fiscal responsibility for the award of the required reports, which include an interim scientific report, and interim financial report and documentation of any publications as a result of Association funding. The institutional official who has fiscal responsibility for the award cannot be the primary investigator of the project. The Alzheimer's Association provides a template for the interim scientific report and a template for the interim financial report, both of which are available for download by the researchers as well as the official with fiscal responsibility for the grant at the awarded institution at https://proposalcentral.altum.com/login.asp. The financial report must be signed by the institutional official with fiscal responsibility, and all reports must be uploaded by the award recipient to proposalcentral. After receipt, all financial reports are reviewed by an Alzheimer's Association post-award specialist for accuracy and consistency with the agreed upon budget. 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Name Of IndividualNameOfIndividual | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|
| THD | Dir Mail PUSH E-MAIL | false | 38468281 | 924733 | 37543548 |
| Infocision | Aware & Vol Program | false | 2545217 | 1988747 | 556470 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 41013498 | TotalGrossReceipts |
| Total Retained By Contractors | 2913480 | TotalRetainedByContractors |
| Total Net To Organization | 38100018 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DE | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | NE | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | SD | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WY | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | NY Gala | NameOfEvent1 |
| Gross Receipts Event1 | 1085000 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 148800 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 936200 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 195387 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 236233 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 110185 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Sardi's Gala | NameOfEvent2 |
| Gross Receipts Event2 | 720750 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 198500 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 522250 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 15000 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 124196 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 84636 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 4 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 1740500 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 210125 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 1530375 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 0 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 92756 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 355317 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 217984 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 3546250 | GrossReceiptsTotal |
| Charitable Contributions Total | 557425 | CharitableContributionsTotal |
| Gross Revenue Total Events | 2988825 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 303143 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 715746 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 412805 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 1431694 | DirectExpenseSummaryEvents |
| Net Income Summary | 1557131 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 20350 | GrossRevenueOtherGaming |
| Non Cash Prizes Other Gaming | 7500 | NonCashPrizesOtherGaming |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGaming |
| Gross Revenue Total Gaming | 20350 | GrossRevenueTotalGaming |
| Non Cash Prizes Total Gaming | 7500 | NonCashPrizesTotalGaming |
| Direct Expense Summary Gaming | 7500 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 12850 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | IL | StatesWhereGamingConducted |
| Licensed | true | Licensed |
| License Suspended Etc | false | LicenseSuspendedEtc |
| Gaming With Nonmembers | true | GamingWithNonmembers |
| Member Of Other Entity | false | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 0.00000 | PercentageOfGamingOwnFacility |
| Percentage Of Gaming Othr Facility | 0.00021 | PercentageOfGamingOthrFacility |
| Name Of Gaming Rec Keeper Person | Michelle Helton | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 N Michigan Ave 17th Flr | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606017633 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | false | ContractWith3rdPartyForGamRev |
| Gaming Manager Name Person | Lynne Carey | GamingManagerNamePerson |
| Gaming Manager Compensation | 600 | GamingManagerCompensation |
| Gaming Manager Services Provided | Overall supervision and management | GamingManagerServicesProvided |
| Gaming Manager Is Employee | X | GamingManagerIsEmployee |
| Charitable Distrib Required | false | CharitableDistribRequired |
Form990 Schedule G Part IV Form990ScheduleGPartIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FUNDRAISING CONSULTANT- CONTROL ARRANGEMENT | SCHEDULE G, PART I, LINE 2B, BOX (iii) | The aLZHEIMER'S ASSOCIATION ENGAGES 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 ARRANGEMENT | SCHEDULE 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 ARRANGEMENT | SCHEDULE 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 nonmembers | SCHEDULE G, PART III, LINE 11 | The Alzheimer's Association is not a membership organization as described by the IRS. The organization therefore doesn't consider its donors members. Therefore, the organization has checked box 11 in Part III of Schedule G, "Yes." |
| Additional Gaming Manager Information | SCHEDULE G, PART III, LINE 16 | Name: Kate Levy Gaming manager compensation: $300 Description of services provided: Recordkeeping Employee Name: Katherine Lee Gaming manager compensation: $300 Description of services provided: Cash management and bank deposits Employee |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (109 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| Regents of the University of Minnesota | |||||||||
| 200 Oak Street | Minneapolis | MN | 55455 | 416007513 | 501(c)(3) | 400000 | FMV | Program Support | |
| Portland State University | |||||||||
| PO Box 751 | Portland | OR | 97207 | 481278529 | 501(c)(3) | 199469 | FMV | Program Support | |
| Massachusetts General Hospital | |||||||||
| 101 Huntington Ave | Boston | MA | 02199 | 042697983 | 501(c)(3) | 240000 | FMV | Program Support | |
| Mount Sinai School of Medicine | |||||||||
| PO Box 1075 | New York | NY | 10029 | 136171197 | 501(c)(3) | 240000 | FMV | Program Support | |
| The Nathan S Kline Institute | |||||||||
| 140 Old Orangeburg Rd | Orangeburg | NY | 10962 | 141410842 | 501(c)(3) | 240000 | FMV | Program Support | |
| The Institute for Molecular Medicine | |||||||||
| 16371 Gothard St | Huntington Beach | CA | 92647 | 880366979 | 501(c)(3) | 239503 | FMV | Program Support | |
| The University of Iowa | |||||||||
| 2 Gilmore Hall | Iowa City | IA | 52242 | 426004813 | 501(c)(3) | 239250 | FMV | Program Support | |
| Rush University Medical Center | |||||||||
| 1653 W Congress Parkway | Chicago | IL | 60612 | 362174823 | 501(c)(3) | 239910 | FMV | Program Support | |
| Sloan-Kettering Institute | |||||||||
| 1275 York Avenue | New York | NY | 10065 | 131624182 | 501(c)(3) | 240000 | FMV | Program Support | |
| Mount Sinai School of Medicine | |||||||||
| PO Box 1075 | New York | NY | 10029 | 136171197 | 501(c)(3) | 240000 | FMV | Program Support | |
| Univ of Texas Health Science Center | |||||||||
| 7703 Floyd Curl Dr | San Antonio | TX | 78229 | 741586031 | 501(c)(3) | 239862 | FMV | Program Support | |
| Mayo Clinic Jacksonville | |||||||||
| 4500 San Pablo Road | Jacksonville | FL | 32224 | 159333702 | 501(c)(3) | 240000 | FMV | Program Support | |
| Case Western Reserve University | |||||||||
| 10900 Euclid | Cleveland | OH | 44106 | 341018992 | 501(c)(3) | 239996 | FMV | Program Support | |
| University of South Florida | |||||||||
| 3650 Spectrum | Tampa | FL | 33612 | 593102112 | 501(c)(3) | 159774 | FMV | Program Support | |
| The University of Texas | |||||||||
| PO Box 20036 | Houston | TX | 77225 | 741761309 | 501(c)(3) | 160000 | FMV | Program Support | |
| The Nathan S Kline Institute | |||||||||
| 140 Old Orangeburg Rd | Orangeburg | NY | 10962 | 141410842 | 501(c)(3) | 399956 | FMV | Program Support | |
| New York University | |||||||||
| 665 Broadway Suite 801 | New York | NY | 10012 | 135562308 | 501(c)(3) | 100000 | FMV | Program Support | |
| Banner Research Institute | |||||||||
| 10515 West Santa Fe | Sun City | AZ | 85351 | 860768795 | 501(c)(3) | 100000 | FMV | Program Support | |
| Mount Sinai School of Medicine | |||||||||
| PO Box 1075 | New York | NY | 10029 | 136171197 | 501(c)(3) | 98670 | FMV | Program Support | |
| New York University School of Medicine | |||||||||
| 1 Park Ave | New York | NY | 10016 | 135562308 | 501(c)(3) | 100000 | FMV | Program Support | |
| Washington University | |||||||||
| 660 South Euclid Ave | St Louis | MO | 63110 | 430653611 | 501(c)(3) | 100000 | FMV | Program Support | |
| The Children's Hospital of Philadelphia | |||||||||
| 3615 Civic Center | Philadelphia | PA | 19104 | 231352166 | 501(c)(3) | 99549 | FMV | Program Support | |
| University of Delaware | |||||||||
| 210 Hullihen Hall | Newark | DE | 19716 | 516000297 | 501(c)(3) | 100000 | FMV | Program Support | |
| The Trustees of Columbia University | |||||||||
| 630 W 168th St | New York | NY | 10032 | 135598093 | 501(c)(3) | 100000 | FMV | Program Support | |
| San Diego State Univ Research Fdn | |||||||||
| 5250 Campanile Dr | San Diego | CA | 92182 | 956042721 | 501(c)(3) | 99998 | FMV | Program Support | |
| New York University | |||||||||
| 665 Broadway Suite 801 | New York | NY | 10012 | 135562308 | 501(c)(3) | 99979 | FMV | Program Support | |
| The University of Texas Medical Branch | |||||||||
| 301 University | Galveston | TX | 77555 | 746000949 | 501(c)(3) | 100000 | FMV | Program Support | |
| West Virginia University | |||||||||
| 886 Chestnut Ridge | Morgantown | WV | 26506 | 556000842 | 501(c)(3) | 97493 | FMV | Program Support | |
| Mayo Clinic | |||||||||
| 200 First St SW | Rochester | MN | 559050001 | 416011702 | 501(c)(3) | 100000 | FMV | Program Support | |
| Emory University | |||||||||
| 1599 Clifton Rd | Atlanta | GA | 30322 | 580566256 | 501(c)(3) | 99997 | FMV | Program Support | |
| Mount Sinai School of Medicine | |||||||||
| PO Box 1075 | New York | NY | 10029 | 136171197 | 501(c)(3) | 99974 | FMV | Program Support | |
| Rush University Medical Center | |||||||||
| 1653 W Congress Parkway | Chicago | IL | 60612 | 362174823 | 501(c)(3) | 99831 | FMV | Program Support | |
| University of Pittsburgh | |||||||||
| 123 University Pl | Pittsburgh | PA | 15213 | 250965591 | 501(c)(3) | 100000 | FMV | Program Support | |
| Medical University of South Carolina | |||||||||
| 19 Hagood Ave | Charleston | SC | 29425 | 576000722 | 501(c)(3) | 99988 | FMV | Program Support | |
| The Regents of the University of California Los A | |||||||||
| 11000 Kinross Avenue | Los Angeles | CA | 90095 | 956006143 | 501(c)(3) | 100000 | FMV | Program Support | |
| University of Houston | |||||||||
| 4800 Calhoun | Houston | TX | 772042015 | 746001399 | 501(c)(3) | 100000 | FMV | Program Support | |
| The Regents of the University of California | |||||||||
| 5171 California | Irvine | CA | 926977600 | 952226406 | 501(c)(3) | 100000 | FMV | Program Support | |
| The Regents of the University of California | |||||||||
| 5171 California | Irvine | CA | 926977600 | 952226406 | 501(c)(3) | 100000 | FMV | Program Support | |
| Washington University in St Louis | |||||||||
| 660 South Euclid | St Louis | MO | 63110 | 430653611 | 501(c)(3) | 100000 | FMV | Program Support | |
| The Regents of the University of California | |||||||||
| 5200 North Lake Road | Merced | CA | 95343 | 270093858 | 501(c)(3) | 100000 | FMV | Program Support | |
| The University of Chicago | |||||||||
| 5801 South Ellis Avenue | Chicago | IL | 60637 | 362177139 | 501(c)(3) | 100000 | FMV | Program Support | |
| Univ of North Texas Health Science Center | |||||||||
| 3500 Camp Bowie Blvd | Fort Worth | TX | 76107 | 756064033 | 501(c)(3) | 100000 | FMV | Program Support | |
| The Regents of the University of California | |||||||||
| 1850 Research Park | Davis | CA | 95618 | 946036494 | 501(c)(3) | 100000 | FMV | Program Support | |
| University of Pennsylvania | |||||||||
| 3451 Walnut St | Philadelphia | PA | 19104 | 231352685 | 501(c)(3) | 99840 | FMV | Program Support | |
| Emory University | |||||||||
| 1599 Clifton | Atlanta | GA | 30322 | 580566256 | 501(c)(3) | 100000 | FMV | Program Support | |
| The Regents of the University of California | |||||||||
| 5171 California Ave | Irvine | CA | 92697 | 952226406 | 501(c)(3) | 100000 | FMV | Program Support | |
| The University of Kansas | |||||||||
| 2385 Irving Hill | Lawrence | KS | 66045 | 480680117 | 501(c)(3) | 100000 | FMV | Program Support | |
| Brigham and Women's Hospital Inc | |||||||||
| 75 Francis Street | Boston | MA | 02115 | 042312909 | 501(c)(3) | 100000 | FMV | Program Support | |
| The Board of Trustees of the Univ of IL | |||||||||
| 1901 S First | Champaign | IL | 61820 | 376000511 | 501(c)(3) | 100000 | FMV | Program Support | |
| Brigham and Women's Hospital Inc | |||||||||
| 75 Francis Street | Boston | MA | 02115 | 042312909 | 501(c)(3) | 96565 | FMV | Program Support | |
| University of Colorado Denver AMC and DC | |||||||||
| 13001 E 17th Place | Aurora | CO | 80045 | 846000555 | 501(c)(3) | 99998 | FMV | Program Support | |
| University of South Florida | |||||||||
| 3650 Spectrum Blvd | Tampa | FL | 33612 | 593102112 | 501(c)(3) | 100000 | FMV | Program Support | |
| University of Vermont | |||||||||
| 85 S Prospect St | Burlington | VT | 05401 | 030225105 | 501(c)(3) | 299998 | FMV | Program Support | |
| The Regents of the University of California | |||||||||
| 3333 California St | San Francisco | CA | 94118 | 946036493 | 501(c)(3) | 200000 | FMV | Program Support | |
| Baylor College of Medicine | |||||||||
| One Baylor Plaza | Houston | TX | 77030 | 741613878 | 501(c)(3) | 200000 | FMV | Program Support Program Support | |
| The Regents of the University of California | |||||||||
| 3333 California St | San Francisco | CA | 94118 | 946036493 | 501(c)(3) | 71623 | FMV | Program Support Program Support | |
| Foundation for the National Inst of Health | |||||||||
| 3333 California St | San Francisco | CA | 94118 | 521986675 | 501(c)(3) | 250000 | FMV | Program Support | |
| Washington University in St Louis | |||||||||
| 660 S Euclid Ave | St Louis | MO | 63110 | 430653611 | 501(c)(3) | 1095209 | FMV | Program Support | |
| Cleveland Clinic Foundation | |||||||||
| 9500 Euclid Avenue | Cleveland | OH | 44195 | 340714585 | 501(c)(3) | 46667 | FMV | Program Support | |
| Cleveland Clinic Foundation | |||||||||
| 9500 Euclid Avenue | Cleveland | OH | 44195 | 340714585 | 501(c)(3) | 46667 | FMV | Program Support | |
| Cleveland Clinic Foundation | |||||||||
| 9500 Euclid Avenue | Cleveland | OH | 44195 | 340714585 | 501(c)(3) | 46667 | FMV | Program Support | |
| Case Western Reserve University | |||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | 341018992 | 501(c)(3) | 80000 | FMV | Program Support | |
| University of Pennsylvania | |||||||||
| 3451 Walnut St | Philadelphia | PA | 19104 | 231352685 | 501(c)(3) | 100000 | FMV | Program Support | |
| University of Washington | |||||||||
| 4333 Brooklyn Ave | Seattle | WA | 98195 | 916001537 | 501(c)(3) | 77000 | FMV | Program Support | |
| Greater Wisconsin Chapter | |||||||||
| 2900 Curry Lane | Green Bay | WI | 54311 | 391493227 | 501(c)(3) | 23000 | FMV | Program Support | Suite A |
| Ohio Department of Health | |||||||||
| 246 N High Street | Columbus | OH | 43215 | 311334820 | 501(a) | 12400 | FMV | Program Support | |
| Georgia Chapter | |||||||||
| 1925 Century Blvd | Atlanta | GA | 30345 | 581492046 | 501(c)(3) | 15000 | FMV | Program Support | |
| Mississippi Chapter | |||||||||
| 1900 Dunbarton | Jackson | MS | 39216 | 640786327 | 501(c)(3) | 23000 | FMV | Program Support | |
| St Louis Chapter | |||||||||
| 9370 Olive Blvd | St Louis | MO | 63132 | 431237069 | 501(c)(3) | 28000 | FMV | Program Support | |
| Greater Iowa Chapter | |||||||||
| 1730 28th St | West Des Moines | IA | 50266 | 421520582 | 501(c)(3) | 28100 | FMV | Program Support | |
| Mid South Chapter | |||||||||
| 4825 Trousdale Dr | Nashville | TN | 37215 | 621860364 | 501(c)(3) | 14000 | FMV | Program Support | |
| Northern California and Nevada Chapter | |||||||||
| 1060 La Avenida | Mountain View | CA | 94043 | 942897949 | 501(c)(3) | 25500 | FMV | Program Support | |
| West Virginia Chapter | |||||||||
| 1111 Lee St | Charleston | SC | 25301 | 363487172 | 501(c)(3) | 18000 | FMV | Program Support | |
| Louisiana Dept of Health | |||||||||
| PO Box 3118 | Baton Rouge | LA | 70821 | 726011595 | 501(a) | 25000 | FMV | Program Support | |
| Arizona Dept of Health | |||||||||
| 1740 W Adams Room 303 | Phoenix | AZ | 85007 | 866004791 | 501(a) | 20000 | FMV | Program Support | |
| Greater Kentucky Chapter | |||||||||
| 6100 Duchmans Lane | Louisville | KY | 40205 | 364497854 | 501(c)(3) | 5500 | FMV | Program Support | |
| Minnesota North Dakota Chapter | |||||||||
| 4550 W 77th | Minneapolis | MN | 55435 | 411361624 | 501(c)(3) | 7270 | FMV | Program Support | |
| Oregon Chapter | |||||||||
| 1650 NW Naito Pkwy | Portland | OR | 97209 | 930813252 | 501(c)(3) | 28000 | FMV | Program Support | |
| Connecticut Chapter | |||||||||
| 2075 Silas Deane Hwy | Rocky Hill | CT | 06067 | 421540769 | 501(c)(3) | 17000 | FMV | Program Support | |
| OklahomaArkansas Chapter | |||||||||
| 6465 South Yale | Tulsa | OK | 74136 | 731183372 | 501(c)(3) | 14520 | FMV | Program Support | |
| Maine Dept of Health | |||||||||
| 221 S State St | Agusta | ME | 04333 | 016000001 | 501(a) | 15000 | FMV | Program Support | |
| National Capital Area Chapter | |||||||||
| 3701 Pender Dr | Fairfax | VA | 22030 | 521196162 | 501(c)(3) | 23000 | FMV | Program Support | |
| Alzheimer's Impact Movement (AIM) | |||||||||
| 225 Michigan | CHicago | IL | 60601 | 271961435 | 501(c)(3) | 589830 | FMV | Program Support | |
| Houston and Southeast Texas Chapter | |||||||||
| 2242 West Holcombe Blvd | Houston | TX | 77030 | 742198685 | 501(c)(3) | 35161 | FMV | Program Support | |
| California and Central Coast chapter | |||||||||
| 1528 Chapala St | Santa Barbara | CA | 93101 | 770006745 | 501(c)(3) | 9600 | FMV | Program Support | |
| Central and North Florida Chapter | |||||||||
| 378 Center Pt | Altamonte Springs | FL | 32701 | 363487166 | 501(c)(3) | 7480 | FMV | Program Support | |
| East Central Iowa Chapter | |||||||||
| 317 Seventh Ave | Cedar Rapids | IA | 52401 | 421333384 | 501(c)(3) | 6471 | FMV | Program Support | |
| Central and Western Virginia | |||||||||
| 1160 Pepsi Pl | Charlottesville | VA | 22901 | 541309570 | 501(c)(3) | 7158 | FMV | Program Support | |
| Connecticut Chapter | |||||||||
| 2075 Silas Deane Hwy | Rocky Hill | CT | 06067 | 421540769 | 501(c)(3) | 10120 | FMV | Program Support | |
| Georgia Chapter | |||||||||
| 1925 Century Blvd | Atlanta | GA | 30345 | 581492046 | 501(c)(3) | 12972 | FMV | Program Support | |
| Greater Illinois Chapter | |||||||||
| 8430 W Bryn Mawr | Chicago | IL | 60631 | 363102348 | 501(c)(3) | 18520 | FMV | Program Support | |
| Greater Kentucky Chapter | |||||||||
| 6100 Duchmans Ln | Louisville | KY | 40205 | 364497854 | 501(c)(3) | 9998 | FMV | Program Support | |
| Greater Maryland Chapter | |||||||||
| 1850 York Road | Timonium | MD | 21093 | 521219428 | 501(c)(3) | 9516 | FMV | Program Support | |
| Greater Dallas Chapter | |||||||||
| 4144 N Central Expy | Dallas | TX | 75204 | 752041194 | 501(c)(3) | 13200 | FMV | Program Support | |
| Mid Missouri Chapter | |||||||||
| 2400 Bluff Creek Dr | Columbia | MO | 65201 | 431344786 | 501(c)(3) | 5952 | FMV | Program Support | |
| Northern California and Nevada Chapter | |||||||||
| 1060 La Avenida | Mountain View | CA | 94043 | 942897949 | 501(c)(3) | 16718 | FMV | Program Support | |
| Northeastern New York Chapter | |||||||||
| 4 Pine West Plaza | Albany | NY | 12205 | 141634958 | 501(c)(3) | 7916 | FMV | Program Support | |
| North Central Texas Chapter | |||||||||
| 2630 West Fwy | Fort Worth | TX | 76102 | 751984152 | 501(c)(3) | 7681 | FMV | Program Support | |
| Oklahoma and Arkansas Chapter | |||||||||
| 6465 South Yale | Tulsa | OK | 74136 | 731183372 | 501(c)(3) | 8160 | FMV | Program Support | |
| Rochester and Finger Lakes Chapter | |||||||||
| 435 E henrietta Rd | Rochester | NY | 14620 | 161159941 | 501(c)(3) | 9517 | FMV | Program Support | |
| South Carolina Chapter | |||||||||
| 4124 Clemson Blvd | Anderson | SC | 29621 | 570792592 | 501(c)(3) | 7651 | FMV | Program Support | |
| Southeastern Virginia Chapter | |||||||||
| 6350 Center Dr | Norfolk | VA | 23502 | 541204329 | 501(c)(3) | 5710 | FMV | Program Support | |
| Utah Chapter | |||||||||
| 855 E 4800 S | Salt Lake City | UT | 84107 | 870397943 | 501(c)(3) | 6219 | FMV | Program Support | |
| Vermont Chapter | |||||||||
| 300 Cornerstone | Williston | VT | 05495 | 030286299 | 501(c)(3) | 6650 | FMV | Program Support | |
| Western Carolina Chapter | |||||||||
| 3800 Shamrock | Charlotte | NC | 28215 | 561440727 | 501(c)(3) | 7770 | FMV | Program Support | |
| Mid South Chapter | |||||||||
| 4825 Trousdale | Nashville | TN | 37215 | 621860364 | 501(c)(3) | 9016 | FMV | Program Support | |
| California Southland Chapter | |||||||||
| 5900 Wilshire Blvd | Los Angeles | CA | 90036 | 953718119 | 501(c)(3) | 18400 | FMV | Program Support | |
| Greater Pennsylvania Chapter | |||||||||
| 3544 Progress Ave | Harrisburg | PA | 17110 | 251510692 | 501(c)(3) | 10080 | FMV | Program Support | |
| Wake Forest University | |||||||||
| Medical Center Blvd | WinstonSalem | NC | 27157 | 223849199 | 501(c)(3) | 362821 | FMV | Program Support | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 105 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 4 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Use of Grant Funds Inside U.S. | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | The over-sight of the scientific integrity of the Alzheimer's Association International Research Grant Program is three-fold. First, the Alzheimer's Association voluntary Medical & Scientific Advisory Council ensures diversity of funded awards during the grant review process and develops focused Requests for Applications (RFAs) based on identified needs in the Alzheimer research community. Second, the Alzheimer's Association is engaged in a portfolio analysis of our scientific areas of investment to monitor the diversity of our grants portfolio, potential gaps in research funding, and potential overlap of areas funded. The analysis informs future funding decisions and areas of RFA focus. Third, there is a detailed process once a grant is awarded to monitor program and scientific and financial integrity. The Alzheimer's Association monitors the use of grant funds both inside and outside of the United States as follows: All awardees are required to provide annual reporting to the Alzheimer's Association on both the status of the research project and financial expenditures associated with the award. Sixty days prior to the anniversary of the award, an Alzheimer's Association Post-Award Specialist notifies all researchers and all designated institutional financial officials with fiscal responsibility for the award of the required reports, which include an interim scientific report, and interim financial report and documentation of any publications as a result of Association funding. The institutional official who has fiscal responsibility for the award cannot be the primary investigator of the project. The Alzheimer's Association provides a template for the interim scientific report and a template for the interim financial report, both of which are available for download by the researchers as well as the official with fiscal responsibility for the grant at the awarded institution at https://proposalcentral.altum.com/login.asp. The financial report must be signed by the institutional official with fiscal responsibility, and all reports must be uploaded by the award recipient to proposalcentral. After receipt, all financial reports are reviewed by an Alzheimer's Association post-award specialist for accuracy and consistency with the agreed upon budget. 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs |
|---|---|---|---|---|---|---|---|
| HARRY JOHNS | |||||||
| 489391 | 6750 | 85000 | 717 | 393218 | 21748 | 990074 | 6750 |
| RICHARD HOVLAND | |||||||
| 250221 | 658 | 76658 | 1627 | 60283 | 29950 | 418739 | 658 |
| Angela Geiger | |||||||
| 302974 | 88920 | 308 | 82784 | 18282 | 493268 | ||
| William Thies | |||||||
| 252334 | 76045 | 2912 | 26950 | 22664 | 380905 | ||
| Robert Egge | |||||||
| 243083 | 5242 | 62138 | 246 | 26950 | 28856 | 361273 | 5242 |
| SCOTT GARDNER | |||||||
| 202395 | 50891 | 817 | 24848 | 7791 | 286742 | ||
| Paula Pelissero | |||||||
| 175300 | 8737 | 631 | 20470 | 2870 | 208008 | ||
| Matthew Baumgart | |||||||
| 175300 | 8737 | 631 | 20470 | 2870 | 208008 | ||
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Travel for companions | Schedule J, Part I, Line 1a | Three 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 plan | Schedule J, Part I, Line 4b | Harry 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 INFORMATION | SCHEDULE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 569 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 292027 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Cost/Selling Price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 105 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1848325 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Cost/Selling Price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Attachment | Description |
| Number Of Contributions | 118 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 310643 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third Party Assistance of Noncash Contributions | Identifier |
| Return Reference | SCHEDULE M, PART I, LINE 25 AND LINE 32B | ReturnReference |
| Explanation | LINE 25: The Alzheimer's Association receives various noncash contributions for their fundraising events. These items include sporting tickets, jewelry, concert tickets, dinners and various other packages. LINE 32B: A THIRD PARTY BROKER RECEIVES DIRECTLY, SELLS AND REMITS PROCEEDS FROM STOCK GIFTS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Other Program Services | FORM 990, Part III, Line 4d | Advocacy - As Alzheimer's disease threatens to bankrupt families, businesses and our healthcare system, scientists are coming close to finding better treatments that could drastically alter the course of the disease. The Alzheimer's Association advocates for public policies aimed at advancing research toward better therapies, detection, methods of prevention and ultimately a cure, as well as for 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 body | Form 990, Part VI, Line 1a | The Board of Directors of the Alzheimer's Association is the organization's governing body. The Board has delegated authority to its standing and other business committees as described in Article 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 Process | Form 990, Part VI, Line 11b | The Organization undergoes a thorough review process before filing the return. The audit committee discusses and reviews the form before it goes to the officers and full Board of Directors. All officers and the full Board of Directors are provided a copy for their review and have the opportunity to comment before the form is filed. |
| Conflict of Interest Policy Monitoring & Enforcement | Form 990, Part VI, Line 12c | The Alzheimer's Association conflict of interest policy is described in article 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 Compensation | Form 990, Part VI, Line 15a & 15b | Compensation is established for the CEO by the Compensation Committee and the Executive Committee after a thorough salary/market review conducted by outside 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 Documents | FORM 990, Part VI, Section C, Line 19 | Form 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 balances | part xi, line 5 | Unrealized 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 B | Form 990, Schedule B/Part IV, Line 2 | The 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 ORGANIZATION | FORM 990 PART VII | NAME:HARRY JOHNS TITLE:PRESIDENT & CEO HOURS: |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:RICHARD HOVLAND TITLE:COO/CFO HOURS: |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Robert Egge TITLE:VP - Public Policy HOURS: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alzheimer's Impact Movement (AIM) | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 North Michigan Ave Suite 1700 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606017633 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271961435 | EIN |
| Primary Activities | Soc. Welfare | PrimaryActivities |
| Legal Domicile State | IL | LegalDomicileState |
| Exempt Code Section | 501(c)(4) | ExemptCodeSection |
| Public Charity Status | N/A | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alz Assoc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | true | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Alzheimer's Impact Movement | ||
| b | 589830 | FMV |
| Alzheimer's Impact Movement | ||
| N | 97148 | FMV |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Amount Involved in Relationship | Identifier |
| Return Reference | Schedule R, Part V, Line 2 | ReturnReference |
| Explanation | Alzheimer's Association granted funds to Alzheimer's Impact Movement (AIM) for public policy division activities in fiscal year 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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