2021-09-02T13:41:01-05:00 2020-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2020-01-01 450672514 USAGAINSTALZHEIMER'S USAG 2024105199 1101 K STREET NW NO 400 WASHINGTON DC 20005 RUSSELL PAULSEN COO 2024105199 2021-09-02 1 RUSSELL PAULSEN 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z RUSSELL PAULSEN 1101 K STREET NW NO 400 WASHINGTON DC 20005 9736975 0 X WWW.USAGAINSTALZHEIMERS.ORG X 2011 DC SEE PART III, LINE 1. 10 8 11 20 0 0 8043581 9039675 0 350032 9425 8392 -263978 -147651 7789028 9250448 327909 54460 0 0 1325513 1781788 0 0 818033 6494962 5422301 8148384 7258549 -359356 1991899 5047065 6869163 791835 622034 4255230 6247129 X USAGAINSTALZHEIMER'S IS A PATIENT-CENTERED NON-PROFIT DRIVEN BY THE URGENCY TO EFFECTIVELY TREAT, PREVENT AND ULTIMATELY CURE ALZHEIMER'S DISEASE. WE TAKE ON THE TOUGHEST PROBLEMS WITH EFFECTIVE LEADERSHIP, BRINGING PEOPLE TOGETHER AND STRATEGIC (CONTINUED ON SCHEDULE O) 0 0 5835310 54460 350032 USAGAINSTALZHEIMER'S HAS WORKED ACROSS SECTORS TO ACHIEVE IMPORTANT MILESTONES, INCLUDING:- SECURING THE U.S. GOAL OF PREVENTING AND EFFECTIVELY TREATING ALZHEIMER'S BY 2025 THROUGH THE NATIONAL ALZHEIMER'S PLAN, AND DRIVING GLOBAL EFFORTS THAT LED THE WORLD'S MOST POWERFUL NATIONS, THE G7, TO EMBRACE A SIMILAR 2025 GOAL.- HELPING TO SHOW THE IMPORTANCE OF GREATER U.S. INVESTMENT IN DEMENTIA RESEARCH AT NATIONAL INSTITUTES OF HEALTH (NIH) TO IMPROVE THE SCIENTIFIC KNOWLEDGE ABOUT THE DISEASE AND POTENTIAL TREATMENT PATHS. - DRIVING GLOBAL ACTION AGAINST DEMENTIA THROUGH A PARTNERSHIP WITH THE WORLD ECONOMIC FORUM TO CREATE A MULTI-YEAR, (CONTINUED ON SCHEDULE O)GLOBAL EFFORT TO ACCELERATE ALZHEIMER'S CURES THAT IS MODELED ON GLOBAL FUNDING MECHANISMS FOR INFECTIOUS DISEASES AND FOR VACCINE ACCELERATION.- DOCUMENTING THE NEED FOR HEALTH EQUITY AND ACCESS FOR COMMUNITIES OF COLOR AND FOR WOMEN, IN 2020 WE RELEASED A REPORT WITH THE URBAN INSTITUTE THAT LOOKED AT SOCIAL DETERMINANTS OF HEALTH AND COMMUNITIES WITH THE HIGHEST PREVALENCE OF ALZHEIMER'S AMONG BLACK AMERICANS AND LATINOS. THIS RESEARCH UTILIZED DATA FROM THE NATIONAL ALZHEIMER'S DISEASE INDEX, A NEW PLATFORM THE ENABLES RESEARCHERS AND POLICYMAKERS TO SEE DISPARITIES IN ALZHEIMER'S PREVALENCE AND COST AT THE ZIP CODE LEVEL. - 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, INCLUDING A SERIES OF SURVEYS IN 2020 TO ASSESS THE EFFECTS OF THE COVID-19 PANDEMIC AND RESULTING CLOSURES AND ISOLATION ON THE ALZHEIMER'S COMMUNITY. OUR GROUND-BREAKING PATIENT AND CAREGIVER-LED COLLABORATION OF INDUSTRY, ACADEMICS, GOVERNMENT AGENCIES AND ADVOCATES IS BUILDING A PLATFORM TO DELIVER NEW INSIGHTS TO RESEARCH, REGULATORY AND PAYER AUTHORITIES ON PREFERRED TREATMENT AND HEALTH OUTCOMES SOUGHT BY THOSE LIVING WITH ALZHEIMER'S AND THEIR CAREGIVERS. - RAISING PUBLIC AWARENESS OF ALZHEIMER'S, BRAIN HEALTH, EQUITABLE ACCESS AND THE IMPORTANCE OF RESEARCH AND EARLY DETECTION VIA MAJOR MEDIA NEWS COVERAGE IN OUTLETS SUCH AS "TODAY", WALL STREET JOURNAL, WASHINGTON POST, REUTERS, NEW YORK TIMES, USA TODAY, PARADE, FORBES, WOMEN'S HEALTH, THE HILL, ROLL CALL, AND PBS.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. 5835310 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 42 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 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 MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI ME 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) 10.00 X 33986 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 2.00 X 0 0 0 RUSSELL PAULSEN COO 39.00 X 210406 0 8641 NILES GODES DIRECTOR OF POLICY 36.00 X 195000 0 6617 JASON RESENDEZ COS, PROGRAM DIRECTOR 40.00 X 193000 0 7515 ROGER LOWE DIRECTOR OF COMMUNICATIONS 38.00 X 167534 0 17213 STEPHANIE J MONROE PROGRAM DIRECTOR 40.00 X 175000 0 6825 M'LISS L REINGRUBER CFO 38.00 X 150000 0 6117 1324926 0 52928 8 0 1 0 HIGH LANTERN GROUP 685 THIRD AVE 22ND FLOOR NEW YORK NY 10017 PROGRAM STRATEGY/MGMT 984872 FAEGRE DRINKER BIDDLE & REATH LLP 200 WF CTR 90 S 7 ST MINNEAPOLIS MN 55402 FEDERAL POLICY /AWARENESS/STRAT. 918866 RATIONAL 360 1828 L ST NW STE 640 WASHINGTON DC 20036 DIGITAL COMM./SOCIAL MEDIA 523276 IAN N KREMER 2920 PARKLAWN CT HERNDON VA 20171 PROGRAM STRATEGY/MGMT 336000 GLOBAL GENOMIC MEDICINE COLLABORATIVE 1821 HILLANDALE ROAD DURHAM NC 27705 PROGRAM CONSULTING/RESEARCH 185472 11 680000 246789 35320 8077566 330052 9039675 PROGRAM SERVICE REVENUE 900099 350032 350032 350032 2172 2172 336271 330051 6220 6220 6220 8825 246789 156476 -147651 -147651 9250448 350032 0 -139259 X 54460 54460 449877 417493 32384 1145661 703093 235785 206783 46807 31571 8026 7210 31660 22193 5326 4141 107783 75612 18126 14045 160091 160091 90106 90106 4585481 4045403 6174 533904 36648 32332 49 4267 30333 9622 14701 6010 97027 68813 11651 16563 30106 21352 3615 5139 38257 36302 243 1712 191882 182079 1218 8585 5548 1760 2689 1099 MEMBERSHIP 100000 100000 PAYROLL FEES 39553 27747 6652 5154 STATE REGISTRATION FEES 13984 4436 6778 2770 MISCELLANEOUS 3285 1042 1592 651 7258549 5835310 605206 818033 X 3131356 4784772 695740 1033936 885070 687760 302948 347534 23251 6461 8700 8700 5047065 6869163 591835 557859 200000 64175 791835 622034 X 610027 1718631 3645203 4528498 4255230 6247129 5047065 6869163 1991899 0 X 0 1 X 1 0 X 5654618 9733989 7246101 8043581 9039675 39717964 5654618 9733989 7246101 8043581 9039675 39717964 8558957 31159007 4808 10758 2172 17738 39735702 654462 0.78420 0.81930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 9250448 0 9250448 0 9250448 7258549 0 7258549 0 7258549 PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2020, 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. DINNER 255614 246789 8825 879 500 155097 255614 246789 8825 879 500 155097 156476 -147651 1 N4ADEMENTIA FRIENDLY AMERICA INITIATIVE 1730 RHODE ISLAND AVE NW SUITE 1200 WASHINGTON DC 20036 521052345 501(C)(3) 5000 SUPPORT OF DEMENTIA FRIENDLY AMERICA INITIATIVE BRIGHTFOCUS FOUNDATION 22512 GATEWAY CENTER DR CLARKSBURG MD 20871 277337229 501(C)(3) 10000 EVENT SPONSORSHIP RESEARCH AMERICA 241 18TH ST NW SOUTH 501 ARLINGTON VA 22202 521609875 501(C)(3) 10000 EVENT SPONSORSHIP ALZHEIMER'S DRUG DISCOVERY FOUNDATION 57 WEST 57TH STREET SUITE 904 NEW YORK NY 10019 201082179 501(C)(3) 10000 EVENT SPONSORSHIP LATINOS FOR A SECURE RETIREMENT 1221 S EADS STREET ARLINGTON VA 22207 825334250 501(C)(3) 5000 EVENT SPONSORSHIP THE YOUTH MOVEMENT AGAINST ALZHEIMER'S 10000 WASHINGTON BLVD CULVER CITY CA 90232 208083398 501(C)(3) 5000 EVENT SPONSORSHIP 6 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 0 0 0 0 0 0 0 1 0 RUSSELL PAULSEN COO 197300 0 13106 0 0 0 8524 0 117 0 219047 0 0 0 NILES GODES DIRECTOR OF POLICY 195000 0 0 0 0 0 6500 0 117 0 201617 0 0 0 JASON RESENDEZ COS, PROGRAM DIRECTOR 193000 0 0 0 0 0 7398 0 117 0 200515 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 ROGER LOWE DIRECTOR OF COMMUNICATIONS 167534 0 0 0 0 0 7025 0 10188 0 184747 0 0 0 STEPHANIE J MONROE PROGRAM DIRECTOR 175000 0 0 0 0 0 6708 0 117 0 181825 0 0 0 M'LISS L REINGRUBER CFO 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 $13,106 DURING 2020. X 4 330052 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: INVESTMENTS - WITH OUR WORK INFORMED BY THE PERSPECTIVES OF PEOPLE LIVING WITH THE DISEASE AND THEIR CAREGIVERS. WE BRING ALL OF "US" TOGETHER TO: - IMPROVE BRAIN HEALTH AND PROMOTE EARLIER DETECTION, DIAGNOSIS AND INTERVENTION, HIGHLIGHTING THE IMPORTANCE OF RISK REDUCTION AND PREVENTION - CHAMPION HEALTH EQUITY AND ACCESS FOR COMMUNITIES OF COLOR AND WOMEN WHO ARE DISPROPORTIONATELY IMPACTED BY THE DISEASE - ADVOCATE FOR INCREASED RESEARCH SPENDING THAT WILL SPEED TREATMENTS TO MARKET - GIVE GREATER VOICE TO INDIVIDUALS LIVING WITH ALZHEIMER'S AND RELATED DEMENTIAS -AND THEIR CAREGIVERS-IN SCIENTIFIC AND REGULATORY DECISIONS - ALLEVIATE THE ECONOMIC AND HUMAN BURDENS OF CAREGIVERS THROUGH FEDERAL WORKPLACE POLICIES SUCH AS PAID FAMILY AND MEDICAL LEAVE FOR DEMENTIA CAREGIVERS 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 2020. 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: $3,156 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 1,451,666. MANAGEMENT AND GENERAL EXPENSES 2,215. FUNDRAISING EXPENSES 191,588. TOTAL EXPENSES 1,645,469. PROJECT FUNDS: PROGRAM SERVICE EXPENSES 1,307,455. MANAGEMENT AND GENERAL EXPENSES 1,995. FUNDRAISING EXPENSES 172,555. TOTAL EXPENSES 1,482,005. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 393,419. MANAGEMENT AND GENERAL EXPENSES 600. FUNDRAISING EXPENSES 51,923. TOTAL EXPENSES 445,942. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 892,863. MANAGEMENT AND GENERAL EXPENSES 1,364. FUNDRAISING EXPENSES 117,838. TOTAL EXPENSES 1,012,065. 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. FORM 990, PART X, LINE 24: ON MAY 4, 2020, USA2 RECEIVED LOAN PROCEEDS IN THE AMOUNT OF $64,175 UNDER THE PAYCHECK PROTECTION PROGRAM. THE PROMISSORY NOTE CALLS FOR MONTHLY PRINCIPAL AND INTEREST PAYMENTS AMORTIZED OVER THE TERM OF THE PROMISSORY NOTE WITH A DEFERRAL OF PAYMENTS FOR THE FIRST SIX MONTHS. UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (CARES ACT), THE PROMISSORY NOTE MAY BE FORGIVEN BY THE SMALL BUSINESS ADMINISTRATION IN WHOLE OR IN PART. USA2 USED THE PROCEEDS FOR PURPOSES CONSISTENT WITH THE PAYCHECK PROTECTION PROGRAM AND MET THE CONDITIONS FOR FORGIVENESS OF THE LOAN. USA2 APPLIED AND RECEIVED FULL FORGIVENESS OF THE LOAN DURING 2021. USA2 RECORDED REVENUE FROM DEBT EXTINGUISHMENT DURING THE PERIOD THAT FORGIVENESS WAS APPROVED.