2023-08-31T07:59:38-05:00 2022-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-01-01 450672514 USAGAINSTALZHEIMER'S USAG 2024105199 5614 CONNECTICUT AVE NW 288 WASHINGTON DC 20015 RUSSELL PAULSEN COO 2024105199 2023-08-31 1 RUSSELL PAULSEN 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X RUSSELL PAULSEN 5614 CONNECTICUT AVE NW 288 WASHINGTON DC 20015 9439912 0 X WWW.USAGAINSTALZHEIMERS.ORG X 2011 DC SEE PART III, LINE 1. 7 6 19 20 0 0 10826065 8346783 2178400 1000810 -144 24991 -159267 286 12845054 9372870 2364663 152000 0 0 2519763 2760206 0 0 873520 6326446 6031694 11210872 8943900 1634182 428970 8313876 8800859 432565 490578 7881311 8310281 X USAGAINSTALZHEIMER'S IS ENGAGED IN A RELENTLESS PURSUIT TO END ALZHEIMER'S, THE SIXTH LEADING KILLER IN AMERICA. OUR WORK CENTERS ON PREVENTION, EARLY DETECTION AND DIAGNOSIS, AND ACCESS TO TREATMENTS - ALL REGARDLESS OF GENDER, RACE, OR ETHNICITY. (CONTINUED ON SCH O)SINCE MOST ALZHEIMER'S PATIENTS ARE WOMEN, LATINOS, AND BLACK PEOPLE, ALL OUR WORK IS DONE WITH EQUITY IN MIND, SO THAT WE ADDRESS THE NEEDS OF THE PEOPLE MOST HEAVILY IMPACTED BY THE DISEASE. TO ACHIEVE OUR MISSION, WE GIVE VOICE TO PATIENTS AND CAREGIVERS WHILE PARTNERING WITH GOVERNMENT, SCIENTISTS, THE PRIVATE SECTOR, AND ALLIED ORGANIZATIONS - THE PEOPLE WHO PUT THE "US" IN USAGAINSTALZHEIMER'S. 0 0 7400213 152000 1000810 USAGAINSTALZHEIMER'S HAS WORKED ACROSS SECTORS TO ACHIEVE IMPORTANT MILESTONES, INCLUDING:- LAUNCHING THE BRAIN HEALTH ACADEMY (BHA), A SERIES OF FREE, EVIDENCE-BASED COURSES TO EQUIP HEALTHCARE AND WELLNESS PROVIDERS WITH THE KNOWLEDGE AND RESOURCES TO HELP PEOPLE REDUCE THE RISK OF DEMENTIA AND ALZHEIMER'S.- CONDUCTING RESEARCH ON WHAT MATTERS MOST TO PEOPLE LIVING WITH THE DISEASE AND THEIR CAREGIVERS THAT CAN BE USED TO INFORM DRUG DEVELOPMENT AND POLICY ACTIONS. - HELPING 230,000 PEOPLE THROUGH BRAINGUIDE, OUR FIRST-OF-ITS-KIND PLATFORM THAT EMPOWERS PEOPLE WITH KNOWLEDGE (CONTINUED ON SCHEDULE O)AND RESOURCES TO TAKE THE BEST NEXT STEPS IN MANAGING THEIR OWN OR A LOVED ONE'S BRAIN HEALTH. - THROUGH OUR CENTER FOR BRAIN HEALTH EQUITY, REACHED MORE THAN ONE MILLION PEOPLE THROUGH A TAILORED BRAIN HEALTH COMMUNICATIONS CAMPAIGN ABOUT BRAIN HEALTH DISPARITIES, PARTICULARLY AMONG BLACK AND LATINO PEOPLE.- PRIORITIZING THE CHANGE (CONCENTRATING ON HIGH-VALUE ALZHEIMER'S NEEDS TO GET TO AN END) ACT IN CONGRESS, STRESSING THE HUGE IMPACT THE CHANGE ACT WOULD HAVE IN ENCOURAGING EARLY ASSESSMENT AND DIAGNOSIS OF ALZHEIMER'S DISEASE AND RELATED DEMENTIAS.- LAUNCHING THE INAUGURAL CLASS OF THE BRAIN HEALTH EQUITY NURSE FELLOWSHIP WITH 12 FELLOWS. - ENGAGING THE PRIVATE SECTOR IN AN EFFORT TO REDUCE THE RISK OF DEMENTIA AMONG THEIR WORKFORCE, CUSTOMERS, AND COMMUNITIES. 7400213 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 51 0 1 19 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X X RUSSELL PAULSEN 2024105199 5614 CONNECTICUT AVE NW 288 WASHINGTON DC 20015 X GEORGE VRADENBURG CHAIRMAN 20.00 X X 0 0 0 SHAWN TAYLOR TREASURER 2.00 X X 0 0 0 KAREN SEGAL SECRETARY 4.00 X X 0 0 0 MERYL COMER FOUNDING BOARD MEMBER (SEE SCH. O) 40.00 X 200000 0 0 JOHN DWYER BOARD MEMBER 2.00 X 0 0 0 WILLIAM VEGA BOARD MEMBER (UNTIL 12/2022) 2.00 X 0 0 0 DAVID SATCHER BOARD MEMBER 2.00 X 0 0 0 GREG O'BRIEN BOARD MEMBER 2.00 X 0 0 0 RUSSELL PAULSEN CHIEF OPERATING OFFICER 39.00 X 285417 0 11876 JON SUMMERS CHIEF COMMUNICATIONS OFFICER 36.00 X 198250 0 9499 NILES GODES CHIEF POLICY OFFICER 16.00 X 198250 0 7149 STEPHANIE MONROE VP & SR ADVISOR, HEALTH EQUITY 39.00 X 188333 0 8419 MICHAEL CLEARY CHIEF FINANCIAL OFFICER 37.00 X 171875 0 18027 BROOKS KENNY VP, CONSUMER ENG (UNTIL 12/2022) 40.00 X 161958 0 756 1404083 0 55726 12 0 1 0 FAEGRE DRINKER BIDDLE & REATH LLP 2200 WELLS FARGO CENTER MINNEAPOLIS MN 55402 FEDERAL POLICY /AWARENESS/STRAT. 1316670 HIGH LANTERN GROUP 685 THIRD AVE 22ND FLOOR NEW YORK NY 10017 PROGRAM STRATEGY/MGMT 758561 GMMB INC 3050 K ST NW SUITE 100 WASHINGTON DC 20007 COMMUNICATIONS & SOCIAL MEDIA 588515 VIRTUSA CORPORATION 132 TURNPIKE ROAD STE 300 SOUTHBOROUGH MA 01772 INFORMATION TECHNOLOGY 502011 IAN N KREMER 2920 PARKLAWN CT HERNDON VA 20171 PROGRAM STRATEGY/MGMT 367250 10 106565 383635 7856583 8547 8346783 PROGRAM SERVICE REVENU 900099 1000810 1000810 1000810 23745 23745 59794 58548 1246 1246 1246 3800 106565 8494 -4694 -4694 OTHER REVENUE 900099 4980 4980 4980 9372870 1000810 0 25277 X 128000 128000 24000 24000 491041 447385 43656 1959951 1161620 337477 460854 70536 40054 12889 17593 76539 46072 13683 16784 162139 98062 28933 35144 100857 100857 92607 23510 45587 23510 4308202 4150762 15000 142440 133000 133000 54942 12381 40677 1884 658608 602658 6403 49547 17500 13649 1670 2181 226434 205121 5196 16117 355285 272896 3075 79314 3343 3343 PAYROLL FEES 64124 38782 11443 13899 STATE REGISTRATION FEES 13891 13891 MISCELLANEOUS 2901 2261 278 362 8943900 7400213 670167 873520 5989447 3431402 1207474 4790850 197731 459879 907513 36035 5461 82693 6250 0 8313876 8800859 432565 490578 432565 490578 X 2905402 2625192 4975909 5685089 7881311 8310281 8313876 8800859 428970 0 X 0 1 X 1 0 X 7246101 8043581 9039675 10826065 8346783 43502205 7246101 8043581 9039675 10826065 8346783 43502205 13260522 30241683 4808 10758 2172 557 23745 42040 4980 4980 43549225 3767672 0.69440 0.71930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 9372870 0 9372870 0 9372870 8943900 0 8943900 0 8943900 PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2022, USA2 HAS DOCUMENTED THEIR CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS. EUROPE 0 0 PROGRAM SERVICES CONVENING IN LAUSANNE, SWITZERLAND WITH CROSS SECTOR ALZHEIMER'S STAKEHOLDERS FROM AROUND THE WORLD 97595 0 0 0 0 0 0 97595 0 97595 0 0 0 0 0 0 PART III ACCOUNTING METHOD: NOGALA GALA 110365 106565 3800 7314 1180 110365 106565 3800 7314 1180 8494 -4694 1 ALZHEIMER'S DRUG DISCOVERY FOUNDATION 57 WEST 57TH STREET SUITE 904 NEW YORK NY 10019 201082179 501(C)(3) 35000 0 EVENTS SPONSORSHIP RESEARCH AMERICA 241 18TH ST NW SOUTH 501 ARLINGTON VA 22202 521609875 501(C)(3) 10000 0 EVENT SPONSORSHIP BRIGHTFOCUS FOUNDATION 22512 GATEWAY CENTER DR CLARKSBURG MD 20871 277337229 501(C)(3) 10000 0 EVENT SPONSORSHIP VITAL TRANSFORMATION LLC 80 M ST SE WASHINGTON DC 20003 824450392 N/A 25000 0 SPONSORSHIP TO SUPPORT RESEARCH TOWARDS ACCELERATED APPROVALS LEAD-INTERORG SPONSORSHIP 5614 CONNECTICUT AVE NW 288 WASHINGTON DC 20015 450672514 501(C)(3) 10000 0 SPONSORSHIP TO AD PACE PROGRAM 4 1 BRAIN HEALTH ACADEMY NURSE FELLOWSHIP GRANT 12 24000 PART I, LINE 2: EVENT SPONSORSHIPS WERE NOT MONITORED AFTER AWARD. USA2 HAD REPRESENTATIVES ATTEND THE EVENTS. GENERAL SUPPORT GRANTS ARE MONITORED VIA PROGRESS REPORTS AND IN-PERSON MEETINGS TO DISCUSS RESEARCH FINDINGS. FAITH IN ACTION GRANTS ARE MONITORED BY ONGOING COMMUNICATION WITH THE PROGRAM LEADERS. BRAIN HEALTH ACADEMY NURSE FELLOWS WERE REQUIRED TO COMPLETE LEADERSHIP TRAINING PROVIDED BY USA2 AND PARTICIPATE IN COMMUNITY EVENTS. X X X X 0 0 0 0 0 0 0 1 0 RUSSELL PAULSEN CHIEF OPERATING OFFICER 260417 0 25000 0 0 0 10958 0 918 0 297293 0 0 0 JON SUMMERS CHIEF COMMUNICATIONS OFFICER 198250 0 0 0 0 0 7930 0 1569 0 207749 0 0 0 NILES GODES CHIEF POLICY OFFICER 198250 0 0 0 0 0 6240 0 909 0 205399 0 0 0 MERYL COMER FOUNDING BOARD MEMBER (SEE SCH. O) 200000 0 0 0 0 0 0 0 0 0 200000 0 0 0 STEPHANIE MONROE VP & SR ADVISOR, HEALTH EQUITY 188333 0 0 0 0 0 7533 0 886 0 196752 0 0 0 MICHAEL CLEARY CHIEF FINANCIAL OFFICER 171875 0 0 0 0 0 6875 0 11152 0 189902 0 0 0 BROOKS KENNY VP, CONSUMER ENG (UNTIL 12/2022) 161958 0 0 0 0 0 0 0 756 0 162714 0 0 0 PART I, LINE 7 RUSSELL PAULSEN, COO, RECEIVED A BONUS PAYMENT OF $25,000 DURING 2022. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY ONE OF THE DIRECTORS AND THE CHIEF FINANCIAL OFFICER. A COPY OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS THAT EACH HE/SHE: A. HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS THAT THE ORGANIZATION IS A NON-PROFIT PUBLIC BENEFIT CORPORATION AND, IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE LEAVES THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION IS DISCUSSED WITH THE BOARD CHAIRMAN, WHO USES INFORMATION FROM A REVIEW OF COO COMPENSATION AT OTHER NON-PROFITS, AND A PERFORMANCE REVIEW IS CONDUCTED. THE COMPENSATION IS THEN APPROVED BY THE BOARD WHEN IT APPROVES THE BUDGET. THE MOST RECENT COMPENSATION REVIEW TOOK PLACE IN DECEMBER 2021. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, LINE 1: USAGAINSTALZHEIMER'S (USA2) AND USAGAINSTALZHEIMER'S ACTION (USA2ACTION), AN UNRELATED ORGANIZATION FOR TAX PURPOSES, HAVE ENTERED INTO A COST-SHARING ARRANGEMENT UNDER WHICH USA2ACTION REIMBURSES USA2 FOR USA2ACTION'S ALLOCABLE SHARE OF THE COMPENSATION OF CERTAIN EMPLOYEES FOR SERVICES PROVIDED TO USA2ACTION. PURSUANT TO THIS AGREEMENT, USA2ACTION REIMBURSED USA2 FOR ITS SHARE OF OFFICER COMPENSATION AS FOLLOWS: RUSSELL PAULSEN: $8,751 FORM 990, PART VII, LINE 1: MERYL COMER RECEIVED COMPENSATION FOR HER WORK AS A SENIOR PROJECT ADVISOR. HER COMPENSATION IS UNRELATED TO HER DUTIES AS A BOARD MEMBER. FORM 990, PART IX, LINE 11G PROGRAM MANAGEMENT/STRATEGY: PROGRAM SERVICE EXPENSES 1,677,419. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,677,419. PROJECT FUNDS: PROGRAM SERVICE EXPENSES 1,650,422. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 14,287. TOTAL EXPENSES 1,664,709. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 492,421. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 70,603. TOTAL EXPENSES 563,024. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 330,500. MANAGEMENT AND GENERAL EXPENSES 15,000. FUNDRAISING EXPENSES 57,550. TOTAL EXPENSES 403,050. FORM 990, PART IX, LINE 11G: FOR MANY SERVICES, USA2 CONTRACTS WITH FIRMS TO PROVIDE CORE CAPACITIES, INCLUDING POLICY/LEGISLATIVE AFFAIRS, COMMUNICATIONS AND MEDIA, DIGITAL MARKETING, AND PROGRAM MANAGEMENT.