2022-09-08T10:06:09-05:00 2021-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2021-01-01 450672514 USAGAINSTALZHEIMER'S USAG 2024105199 1101 K STREET NW 400 WASHINGTON DC 20005 RUSSELL PAULSEN COO 2024105199 2022-09-08 1 RUSSELL PAULSEN 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z RUSSELL PAULSEN 1101 K STREET NW 400 WASHINGTON DC 20005 13183597 0 X WWW.USAGAINSTALZHEIMERS.ORG X 2011 DC SEE PART III, LINE 1. 9 8 18 20 0 0 9039675 10826065 350032 2178400 8392 -144 -147651 -159267 9250448 12845054 54460 2364663 0 0 1781788 2519763 0 0 892567 5422301 6326446 7258549 11210872 1991899 1634182 6869163 8313876 622034 432565 6247129 7881311 X USAGAINSTALZHEIMER'S IS A PATIENT-CENTERED NON-PROFIT DRIVEN BY THE URGENCY TO EFFECTIVELY TREAT, PREVENT AND ULTIMATELY CURE ALZHEIMER'S DISEASE. INFORMED BY THE PERSPECTIVES OF PEOPLE LIVING WITH THE DISEASE AND THEIR CAREGIVERS, WE TAKE ON THE (CONTINUED ON SCHEDULE O) 0 0 9421252 2364663 2178400 USAGAINSTALZHEIMER'S HAS WORKED ACROSS SECTORS TO ACHIEVE IMPORTANT MILESTONES, INCLUDING:- WITH LEADERSHIP FROM USA2, THE NATIONAL ALZHEIMER'S PLAN ACT HAS BEEN UPDATED WITH A NEW GOAL MAKING ALZHEIMER'S PREVENTION A NATIONAL PRIORITY.- DEMONSTRATING THE NEED FOR INCREASED INVESTMENT IN ALZHEIMER'S RESEARCH AT THE NATIONAL INSTITUTES OF HEALTH (NIH) TO IMPROVE SCIENTIFIC KNOWLEDGE ABOUT THE DISEASE AND POTENTIAL TREATMENT PATHS, WHICH LED TO A $289 MILLION INCREASE IN 2021. - DEVELOPING THE DAVOS ALZHEIMER'S COLLABORATIVE, A PARTNERSHIP BETWEEN USA2'S CEO INITIATIVE AND THE WORLD ECONOMIC (CONTINUED ON SCHEDULE O) FORUM TO ACCELERATE TESTING AND INTERVENTIONS FOR ALZHEIMER'S GLOBALLY. - LAUNCHING BRAINGUIDE, AN EASY-TO-USE TECHNOLOGY PLATFORM TO HELP PEOPLE CONCERNED ABOUT MEMORY OR BRAIN HEALTH GET TAILORED INFORMATION TO HELP THEM FIND RESOURCES AND A PATH FORWARD. IN ITS FIRST NINE MONTHS, 283,000 PEOPLE VISITED MYBRAINGUIDE.ORG WITH NEARLY 160,000 TAKING A MEMORY QUESTIONNAIRE. - PUSHING FOR HEALTH EQUITY AND ACCESS FOR COMMUNITIES OF COLOR AND FOR WOMEN, UTILIZING DATA FROM THE NATIONAL ALZHEIMER'S DISEASE INDEX, A NEW PLATFORM ENABLING RESEARCHERS AND POLICYMAKERS TO SEE DISPARITIES IN ALZHEIMER'S PREVALENCE AND COST AT THE ZIP CODE LEVEL. WE IDENTIFIED 41 CONGRESSIONAL DISTRICTS OVERLAPPING WITH THE 25 COUNTIES WITH THE HIGHEST PREVALENCE OF ALZHEIMER'S AMONG BLACK AND LATINO AMERICANS IN THE MEDICARE FEE FOR SERVICE PROGRAM, HIGHLIGHTING THE SOCIAL DETERMINANTS OF HEALTH AND SYSTEMIC INEQUITIES PREVALENT IN THESE DISTRICTS AND MAKING RECOMMENDATIONS FOR POLICYMAKERS TO ADVANCE BRAIN HEALTH EQUITY IN HARD-HIT COMMUNITIES.- 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. OUR SURVEYS EXAMINED TOPICS INCLUDING THE EFFECTS (INCLUDING SOCIAL ISOLATION) OF THE COVID-19 PANDEMIC ON THE ALZHEIMER'S COMMUNITY AND MEDICARE COVERAGE OF FDA-APPROVED ALZHEIMER'S TREATMENTS. OUR GROUNDBREAKING PATIENT AND CAREGIVER-LED COLLABORATION OF INDUSTRY, ACADEMIA, GOVERNMENT AGENCIES AND ADVOCATES IS BUILDING A PLATFORM TO DELIVER NEW INSIGHTS TO RESEARCH, REGULATORY, AND PAYER AUTHORITIES ON TREATMENT AND HEALTH OUTCOMES SOUGHT BY THE ALZHEIMER'S COMMUNITY. - WORKING WITH NATIONAL AND LOCAL MEDIA TO RAISE PUBLIC AWARENESS OF ALZHEIMER'S, HOW TO IMPROVE BRAIN HEALTH, AND THE URGENCY OF ADDRESSING THE SIXTH LARGEST KILLER IN THE U.S. OUR WORK HAS DRIVEN COVERAGE IN OUTLETS SUCH AS THE "TODAY SHOW," "GOOD MORNING AMERICA," WALL STREET JOURNAL, WASHINGTON POST, REUTERS, NEW YORK TIMES, USA TODAY, PARADE, FORBES, WOMEN'S HEALTH, THE HILL, ROLL CALL, PBS, AND MORE.NOTE: IN MANY CASES, USAGAINSTALZHEIMER'S CONTRACTS WITH FIRMS TO PROVIDE OR SUPPORT CORE CAPACITIES, INCLUDING POLICY, COMMUNICATIONS, AND DIGITAL MARKETING, AS WELL AS TO LEAD SEVERAL OF OUR PROGRAMS. 9421252 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 30 0 1 18 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 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 ME MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X X RUSSELL PAULSEN 2024105199 1101 K STREET NW SUITE 400 WASHINGTON DC 20005 X MERYL COMER FOUNDING BOARD MEMBER (SEE SCH. O) 40.00 X 200000 0 0 GREG O'BRIEN BOARD MEMBER (SEE SCHEDULE O) 5.00 X 8334 0 0 GEORGE VRADENBURG CHAIRMAN 30.00 X X 0 0 0 SHAWN TAYLOR TREASURER 1.00 X X 0 0 0 KAREN SEGAL SECRETARY 4.00 X X 0 0 0 JOHN DWYER BOARD MEMBER 2.00 X 0 0 0 STANLEY PRUISNER BOARD MEMBER 0.10 X 0 0 0 DAVID SATCHER BOARD MEMBER 2.00 X 0 0 0 WILLIAM VEGA BOARD MEMBER 2.00 X 0 0 0 MARILYN GLOSSERMAN BOARD MEMBER (UNTIL 10/2021) 2.00 X 0 0 0 RUSSELL PAULSEN COO 39.00 X 270000 0 9667 HEATHER TAMARA TUROFF KEOUGH CDO 40.00 X 195000 0 7917 JASON RESENDEZ COS, PROGRAM DIRECTOR 39.00 X 193000 0 4177 STEPHANIE J MONROE PROGRAM DIRECTOR 39.00 X 175000 0 7117 MICHAEL JOHN CLEARY CFO 38.00 X 165000 0 17387 M'LISS L REINGRUBER DIRECTOR OF FINANCE 35.00 X 150000 0 6117 1356334 0 52382 9 0 1 0 HIGH LANTERN GROUP 685 THIRD AVE 22ND FLOOR NEW YORK NY 10017 PROGRAM STRATEGY/MGMT 1609182 FAEGRE DRINKER BIDDLE & REATH LLP 200 WF CTR 90 S 7 ST MINNEAPOLIS MN 55402 FEDERAL POLICY /AWARENESS/STRAT. 1204709 RATIONAL 360 1828 L ST NW STE 640 WASHINGTON DC 20036 DIGITAL COMM./SOCIAL MEDIA 968511 IAN N KREMER 2920 PARKLAWN CT HERNDON VA 20171 PROGRAM STRATEGY/MGMT 369700 THE BOSTON CONSULTING GROUP INC 200 PIER 4 BLVD BOSTON MA 02210 STRATEGIC CONSULTING 250000 10 249473 412093 10164499 74086 10826065 PROGRAM SERVICE REVENUE 900099 2178400 2178400 2178400 557 557 173385 174086 -701 -701 -701 5190 249473 164457 -159267 -159267 12845054 2178400 0 -159411 X 2364663 2364663 485206 443675 41531 1761785 993257 343139 425389 57966 34837 10952 12177 64582 36496 12565 15521 150224 90357 28373 31494 280009 280009 94298 23862 46574 23862 5338865 4991974 44761 302130 7847 7337 66 444 116759 56731 47701 12327 130103 74183 11446 44474 18876 14273 2281 2322 23839 23079 178 582 221153 214096 1653 5404 13365 6494 5460 1411 PAYROLL FEES 57636 34667 10886 12083 STATE REGISTRATION FEES 13651 6633 5577 1441 MISCELLANEOUS 10045 4638 3901 1506 11210872 9421252 897053 892567 4784772 5989447 1033936 1207474 687760 197731 347534 907513 6461 5461 8700 6250 6869163 8313876 557859 432565 64175 622034 432565 X 1718631 2905402 4528498 4975909 6247129 7881311 6869163 8313876 1634182 0 X 0 1 X 1 0 X 9733989 7246101 8043581 9039675 10826065 44889411 9733989 7246101 8043581 9039675 10826065 44889411 12587631 32301780 4808 10758 2172 557 18295 44907706 2766862 0.71930 0.78420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 12845054 0 12845054 0 12845054 11210872 0 11210872 0 11210872 PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2021, 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. 8TH ANNUAL TRISH VRADENBURG GALA 124070 119570 4500 159755 NOGALAGALA 130593 129903 690 2455 2247 254663 249473 5190 2455 162002 164457 -159267 1 ALZHEIMER'S DRUG DISCOVERY FOUNDATION 57 WEST 57TH STREET SUITE 904 NEW YORK NY 10019 201082179 501(C)(3) 22500 0 EVENT SPONSORSHIP RESEARCH AMERICA 241 18TH ST NW SOUTH 501 ARLINGTON VA 22202 521609875 501(C)(3) 25000 0 EVENT SPONSORSHIP TRUSTEES OF BOSTON UNIVERSITY 595 COMMONWEALTH AVENUE BOSTON MA 02215 042103547 501(C)(3) 50000 0 GRANT TO SUPPORT ALZHEIMER'S RESEARCH BRIGHTFOCUS FOUNDATION 22512 GATEWAY CENTER DR CLARKSBURG MD 20871 277337229 501(C)(3) 10000 0 EVENT SPONSORSHIP DAVOS ALZHEIMER'S COLLABORATIVE INC PO BOX 34565 WASHINGTON DC 20043 861884515 501(C)(3) 2251108 0 DURING 2021, THE DAVOS ALZHEIMER'S COLLABORATIVE PROGRAM BEGAN OPERATING AS A STAND-ALONE ENTITY. USA2 REMOVED DAC FROM ITS BOOKS BY TRANSFERRING DAC'S NET ASSET BALANCE DURING THE YEAR ENDED DECEMBER 31, 2021, WHICH TOTALED $2,251,108. 5 0 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. X X X X 0 0 0 0 0 0 0 1 0 RUSSELL PAULSEN COO 250000 0 20000 0 0 0 9550 0 117 0 279667 0 0 0 HEATHER TAMARA TUROFF KEOUGH CDO 195000 0 0 0 0 0 7800 0 117 0 202917 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 JASON RESENDEZ COS, PROGRAM DIRECTOR 193000 0 0 0 0 0 4060 0 117 0 197177 0 0 0 MICHAEL JOHN CLEARY CFO 165000 0 0 0 0 0 6600 0 10787 0 182387 0 0 0 STEPHANIE J MONROE PROGRAM DIRECTOR 175000 0 0 0 0 0 7000 0 117 0 182117 0 0 0 M'LISS L REINGRUBER DIRECTOR OF FINANCE 150000 0 0 0 0 0 6000 0 117 0 156117 0 0 0 PART I, LINE 7 RUSSELL PAULSEN, COO, RECEIVED A BONUS PAYMENT OF $20,000 DURING 2021. X 5 74086 FMV 0 0 0 0 PART I, COLUMN (B): THIS COLUMN REPORTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: TOUGHEST PROBLEMS WITH EFFECTIVE LEADERSHIP, STAKEHOLDER COLLABORATION, AND STRATEGIC INVESTMENTS. WE BRING ALL OF "US" TOGETHER TO: - IMPROVE BRAIN HEALTH AND PROMOTE EARLIER DETECTION, DIAGNOSIS AND INTERVENTION - CHAMPION HEALTH EQUITY AND ACCESS FOR COMMUNITIES OF COLOR AND WOMEN WHO ARE DISPROPORTIONATELY IMPACTED BY THE DISEASE - ADVOCATE FOR INCREASED FEDERAL FUNDING FOR RESEARCH THAT WILL SPEED TREATMENTS TO MARKET - ENSURE THE VOICES OF PEOPLE LIVING WITH ALZHEIMER'S AND RELATED DEMENTIAS -AND THEIR CAREGIVERS-ARE CONSIDERED IN SCIENTIFIC AND REGULATORY DECISIONS - SUPPORT SOLUTIONS THAT ADDRESS THE UNIQUE CHALLENGES CAREGIVERS FACE THROUGH FEDERAL WORKPLACE POLICIES SUCH AS PAID FAMILY AND MEDICAL LEAVE OUR THEORY OF CHANGE IS BASED ON THE BELIEF THAT IT WILL TAKE ALL OF "US" TO ADDRESS A MAJOR HEALTH CHALLENGE LIKE ALZHEIMER'S, WITH CROSS-SECTOR COLLABORATION AROUND COMMON GOALS AND INITIATIVES. IT MEANS BEING NIMBLE AND RESPONSIVE TO PARTNERS, COMMUNITIES, POLICYMAKERS, AND THE CHANGING HEALTHCARE LANDSCAPE. 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: $2,796 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. GREG O'BRIEN RECEIVED COMPENSATION FOR HIS WORK AS AN ADVOCATE AND COMMUNICATIONS CONSULTANT. HIS COMPENSATION IS UNRELATED TO HIS DUTIES AS A BOARD MEMBER. FORM 990, PART IX, LINE 11G PROGRAM MANAGEMENT/STRATEGY: PROGRAM SERVICE EXPENSES 2,306,947. MANAGEMENT AND GENERAL EXPENSES 20,686. FUNDRAISING EXPENSES 139,624. TOTAL EXPENSES 2,467,257. PROJECT FUNDS: PROGRAM SERVICE EXPENSES 2,066,548. MANAGEMENT AND GENERAL EXPENSES 18,530. FUNDRAISING EXPENSES 125,074. TOTAL EXPENSES 2,210,152. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 454,271. MANAGEMENT AND GENERAL EXPENSES 4,073. FUNDRAISING EXPENSES 27,494. TOTAL EXPENSES 485,838. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 164,208. MANAGEMENT AND GENERAL EXPENSES 1,472. FUNDRAISING EXPENSES 9,938. TOTAL EXPENSES 175,618. 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.