ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC (EIN 13-3039601)
Tax period: 2020-07-01 to 2021-06-30
Filed: 2021-12-16
IRS object ID: 202133509349300248
Schema version: 2020v4.1
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 B
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)
Return	2021-12-16T15:11:36-06:00	ReturnTs
Tax Period End	2021-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	366055558	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GRANT THORNTON LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	171 N CLARK ST SUITE 200	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60601	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	133039601	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ALZHEIMER'S DISEASE & RELATED DISORDERS	BusinessNameLine1Txt
Business Name Line2	ASSOCIATION INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	ALZH	BusinessNameControlTxt
Phone	3123358700	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	225 N MICHIGAN AVE 17TH FLOOR	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	606017633	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RICHARD HOVLAND	PersonNm
Person Title	COO, CFO, & ASST. TREASURER	PersonTitleTxt
Phone	2026388660	PhoneNum
Signature	2021-12-16	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	RICHARD	PersonFirstNm
Person Last	HOVLAND	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	BRIDGET ROCHE	PreparerPersonNm
PTIN	P00666837	PTIN
Phone	3128560200	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	ALZHEIMER'S ASSOCIATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	RICHARD HOVLAND	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	225 N MICHIGAN AVE 17TH FLOOR	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	606017633	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$432,720,077	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.ALZ.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1980	FormationYr
Legal Domicile State	DE	LegalDomicileStateCd
Activity Or Mission	THE ALZHEIMER'S ASSOCIATION LEADS THE WAY TO END ALZHEIMER'S AND ALL (CONTNUED IN SCHEDULE O) OTHER DEMENTIA - BY ACCELERATING GLOBAL RESEARCH, DRIVING RISK REDUCTION AND EARLY DETECTION, AND MAXIMIZING QUALITY CARE AND SUPPORT.	ActivityOrMissionDesc
Voting Members Governing Body	29	VotingMembersGoverningBodyCnt
Voting Members Independent	29	VotingMembersIndependentCnt
Total Employee	2405	TotalEmployeeCnt
Total Volunteers	29606	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$381,002,937	PYContributionsGrantsAmt
CY Contributions Grants	$377,428,810	CYContributionsGrantsAmt
PY Program Service Revenue	$7,070,398	PYProgramServiceRevenueAmt
CY Program Service Revenue	$3,318,234	CYProgramServiceRevenueAmt
PY Investment Income	$10,240,491	PYInvestmentIncomeAmt
CY Investment Income	$16,168,267	CYInvestmentIncomeAmt
PY Other Revenue	$4,773,180	PYOtherRevenueAmt
CY Other Revenue	$7,611,330	CYOtherRevenueAmt
PY Total Revenue	$403,087,006	PYTotalRevenueAmt
CY Total Revenue	$404,526,641	CYTotalRevenueAmt
PY Grants And Similar Paid	$51,905,028	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$66,455,349	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$190,548,712	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$181,604,398	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$1,591,733	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$1,642,050	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$63,534,624	CYTotalFundraisingExpenseAmt
PY Other Expenses	$143,762,020	PYOtherExpensesAmt
CY Other Expenses	$115,849,579	CYOtherExpensesAmt
PY Total Expenses	$387,807,493	PYTotalExpensesAmt
CY Total Expenses	$365,551,376	CYTotalExpensesAmt
PY Revenues Less Expenses	$15,279,513	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$38,975,265	CYRevenuesLessExpensesAmt
Total Assets BOY	$410,346,682	TotalAssetsBOYAmt
Total Assets EOY	$497,643,896	TotalAssetsEOYAmt
Total Liabilities BOY	$134,071,218	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$142,547,117	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$276,275,464	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$355,096,779	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE ALZHEIMER'S ASSOCIATION IS THE LEADING VOLUNTARY HEALTH ORGANIZATION IN ALZHEIMER CARE, SUPPORT, AND RESEARCH. (MISSION CONTINUED IN SCHEDULE O)	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$194,977,876	ExpenseAmt
Grant	$2,120,417	GrantAmt
Revenue	$2,901,125	RevenueAmt
Desc	SEE SCHEDULE O	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$67,939,228	ExpenseAmt
Grant	$57,685,833	GrantAmt
Revenue	$376,826	RevenueAmt
Desc	SEE SCHEDULE O	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$3,668,724	ExpenseAmt
Desc	CHAPTER SERVICES - APPROXIMATELY 200 OFFICES ACROSS THE U.S. ARE DOING BUSINESS AS THE ALZHEIMER'S ASSOCIATION AND VARIOUS NAMES AS A COLLECTION OF 75 CHAPTERS OF THE ASSOCIATION AND ARE IN COMMUNITIES NATIONWIDE PROVIDING SERVICES TO FAMILIES AND PROFESSIONALS INCLUDING: INFORMATION AND REFERRAL, SUPPORT GROUPS, CARE CONSULTATION, AND EDUCATION AND SAFETY SERVICES.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$20,055,396	ExpenseAmt
Grant	$6,649,099	GrantAmt
Revenue	$40,283	RevenueAmt
Desc	OTHER PROGRAM SERVICESADVOCACY - AS ALZHEIMER'S DISEASE THREATENS TO BANKRUPT FAMILIES, BUSINESSES AND OUR HEALTHCARE SYSTEM, SCIENTISTS ARE MOVING CLOSER TO FINDING BETTER TREATMENTS THAT COULD 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 BETTER CARE AND RESOURCES, AND HEALTH AND LONG-TERM COVERAGE TO ENSURE HIGH QUALITY COST EFFECTIVE CARE FOR PEOPLE WITH ALZHEIMER'S DISEASE AND THEIR FAMILIES. MORE THAN 600,000 GRASS ROOTS ALZHEIMER'S ASSOCIATION ADVOCATES SPEAK UP FOR THE NEEDS AND RIGHTS OF PEOPLE WITH ALZHEIMER'S AND THEIR FAMILIES, AND ENCOURAGE CONGRESS TO INCREASE FUNDING FOR RESEARCH AND CARE. ADVOCACY ACTIVITIES ALSO INCLUDE COLLABORATING WITH OTHER ORGANIZATIONS TO IMPROVE QUALITY CARE AND RAISE AWARENESS OF KEY ISSUES. CARE, SUPPORT, AND RISK REDUCTION - 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. IN CHAPTERS THROUGHOUT THE COUNTRY, CONSTITUENTS CAN ATTEND EDUCATION PROGRAMS AND SUPPORT GROUPS, RECEIVE PERSONALIZED CARE CONSULTATION, ENGAGE IN EARLY STAGE PROGRAMS, AND ENROLL IN SUPPORT PROGRAMS. IN ORDER TO MEET THE NEEDS OF CONSTITUENTS WHO RELY ON THE WEB FOR INFORMATION AND SUPPORT, THE ASSOCIATION OFFERS A ROBUST CAREGIVER CENTER. WITHIN THE CAREGIVER CENTER, FAMILIES AND CAREGIVERS CAN ACCESS ALZHEIMER'S NAVIGATOR, AN INNOVATIVE TOOL TO HELP CAREGIVERS AND PEOPLE WITH DEMENTIA EVALUATE THEIR NEEDS, CREATE A CUSTOMIZED ACTION PLAN AND LINK TO INFORMATION, SUPPORT AND LOCAL RESOURCES FOR INDIVIDUALS LIVING WITH ALZHEIMER'S. ALSO AVAILABLE THROUGH THE CAREGIVER CENTER, FOR INDIVIDUALS LOOKING FOR SUPPORT FROM OTHERS LIVING IN SIMILAR SITUATIONS IS ALZCONNECTED, AN ON-LINE COMMUNITY THAT INCLUDES MULTIPLE FORUMS FOR DIVERSE AUDIENCES.THROUGH THE ASSOCIATION'S HELPLINE, AVAILABLE 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS A YEAR, INDIVIDUALS WITH ALZHEIMER'S DISEASE, THEIR FAMILIES AND CAREGIVERS CAN TALK TO A SPECIALIST TO RECEIVE INFORMATION AND BASIC EDUCATION ABOUT THE DISEASE; AND GUIDANCE FOR MORE COMPLICATED OR URGENT SITUATIONS, WITH MASTERS-LEVEL COUNSELORS WHO ARE AVAILABLE TO CONSTITUENTS, ANY TIME, DAY OR NIGHT. ADDITIONALLY, CALLS CAN BE HANDLED IN OVER 170 DIFFERENT LANGUAGES THROUGH THE USE OF A PROFESSIONAL LANGUAGE LINE. ANNUALLY, THE HELPLINE RECEIVES APPROXIMATELY 300,000 CALLS.THE ASSOCIATION'S WEBSITE (WWW.ALZ.ORG) RECEIVES MORE THAN 37 MILLION PAGEVIEWS A YEAR. ONLINE PROGRAMS INCLUDE: SELF-SERVICE EDUCATION PROGRAMS, AN ONLINE COMMUNITY, AN INTERACTIVE BRAIN TOUR (AVAILABLE IN 15 LANGUAGES), ACCESS TO COMPREHENSIVE DISEASE INFORMATION, PORTALS IN SPANISH, CHINESE, VIETNAMESE, JAPANESE, AND KOREAN; A VIRTUAL LIBRARY, A SAFETY CENTER, AND A SECTION DEVELOPED SPECIFICALLY FOR PEOPLE LIVING WITH ALZHEIMER'S, WITH INPUT FROM PEOPLE IN THE EARLY STAGES OF ALZHEIMER'S DISEASE AND THEIR CARE PARTNERS. THROUGH THE ASSOCIATION'S EARLY STAGE INITIATIVE, INDIVIDUALS IN THE EARLY STAGES OF THE DISEASE CAN PARTICIPATE IN EDUCATION PROGRAMS, SUPPORT GROUPS AND SOCIAL ENGAGEMENT PROGRAMS. ADDITIONALLY, THE ASSOCIATION CONVENES AN EARLY STAGE ADVISORY GROUP WHOSE MEMBERS RAISE AWARENESS, ADVOCATE FOR THE CAUSE, AND PROVIDE GUIDANCE AND REVIEW OF PROGRAMS AND SERVICES.THE ALZHEIMER'S ASSOCIATION HAS LAUNCHED AN INITIATIVE TO WORK WITH HEALTH SYSTEMS, LONG-TERM CARE FACILITIES, AND COMMUNITY-BASED DEMENTIA PROVIDERS WITH EVIDENCE-BASED INFORMATION AND QUALITY IMPROVEMENT PROGRAMMING TO ENHANCE HOW THESE SYSTEMS PROVIDE CARE AND SUPPORT SERVICES. UNIQUE PROGRAMMING OPPORTUNITIES INCLUDE DIRECT TRAINING TO PROVIDERS, QUALITY IMPROVEMENT INITIATIVES AND VIDEO-BASED EDUCATION THROUGH PROJECT ECHO. THE PROGRAMS AND SERVICES OF THE ALZHEIMER'S ASSOCIATION ARE DESIGNED TO PROVIDE EDUCATION, INFORMATION, SUPPORT, AND RESOURCES IN ORDER TO HELP INDIVIDUALS WITH ALZHEIMER'S, THEIR FAMILIES AND CAREGIVERS NAVIGATE THE LONG AND COMPLICATED JOURNEY THROUGH ALZHEIMER'S DISEASE AND OTHER DEMENTIAS. THESE ARE NAMES THAT ARE TRADEMARKS TO ALZHEIMER'S ASSOCIATION.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$20,055,396	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$6,649,099	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$40,283	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$286,641,224	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	Yes (1)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	Yes (1)	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	931	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	2405	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	29	GoverningBodyVotingMembersCnt
Independent Voting Member	29	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	Yes (1)	LocalChaptersInd
Policies Reference Chapters	Yes (1)	PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	AL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AZ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ME	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NM	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	RI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TX	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd
Other	Yes (X)	OtherInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RICHARD HOVLAND COO CFO & ASST TREASURER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3123355771	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	225 N MICHIGAN AVE 17TH FLOOR	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	606017633	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Key EmployeeKeyEmployeeInd	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
HARRY JOHNS
PRESIDENT & CEO	60.00	0.12	Yes (X)	$805,616	$3,144	$211,246
DONNA MCCULLOUGH
CHIEF FIELD & DEVELOP. OFFICER	60.00	0.00		$701,034	$0	$58,694	Yes (X)
KATHERINE JOANNE PIKE
CHIEF STRATEGY OFFICER	60.00	0.02		$620,802	$223	$94,144		Yes (X)
RICHARD HOVLAND
COO & ASST. TREAS.	60.00	0.06	Yes (X)	$600,404	$902	$92,090
MARIA CARRILLO
CHIEF SCIENCE OFFICER	60.00	0.00		$543,657	$0	$94,618	Yes (X)
ROBERT EGGE
CHIEF PUBLIC POLICY OFFICER	60.00	0.58		$525,571	$8,171	$89,924	Yes (X)
GLENDA BERRY
WEST AREA LEADER	60.00	0.00		$470,947	$0	$76,366	Yes (X)
KENANN CASSIDY
EAST AREA LEADER	60.00	0.00		$474,322	$0	$67,981	Yes (X)
MICHELLE HELTON
CHIEF FINANCIAL OFFICER	60.00	0.00	Yes (X)	$364,136	$0	$64,747
CHRISTINE FOH
ASST. SECY. & VP LEGAL & GC	60.00	0.04	Yes (X)	$274,848	$305	$36,457
BRIAN RICHARDSON
CHAIR AND DIRECTOR	12.00	0.50	Yes (X)	$0	$0	$0			Yes (X)
DAVID GOLTERMANN
CHAIR AND DIRECTOR (THRU 10/2020)	12.00	0.50	Yes (X)	$0	$0	$0			Yes (X)
CECILE PERICH
VICE CHAIR AND DIRECTOR	12.00	0.00	Yes (X)	$0	$0	$0			Yes (X)
ANNA CATALANO
SECRETARY AND DIRECTOR (THRU 10/2020)	10.00	0.00	Yes (X)	$0	$0	$0			Yes (X)
RYAN MUNDY
SECRETARY AND DIRECTOR	10.00	0.00	Yes (X)	$0	$0	$0			Yes (X)
JULIA WALLACE
TREASURER AND DIRECTOR	10.00	0.00	Yes (X)	$0	$0	$0			Yes (X)
ALEX TSAO
DIRECTOR	5.00	0.00		$0	$0	$0			Yes (X)
ANDREW DAHLKEMPER
DIRECTOR	5.00	0.00		$0	$0	$0			Yes (X)
ARTHENA CASTON
DIRECTOR (AS OF 10/2020)	5.00	0.00		$0	$0	$0			Yes (X)
BRUCE BAUDE
DIRECTOR	5.00	0.00		$0	$0	$0			Yes (X)
BRUCE LAMB
DIRECTOR (AS OF 10/2020)	5.00	0.00		$0	$0	$0			Yes (X)
CAROLYN TIEGER
DIRECTOR (THRU 10/2020)	5.00	0.00		$0	$0	$0			Yes (X)
CYNTHIA LEMERE
DIRECTOR (THRU 10/2020)	5.00	0.00		$0	$0	$0			Yes (X)
DAVID GONZALES
DIRECTOR (AS OF 10/2020)	5.00	0.00		$0	$0	$0			Yes (X)
DAVID HUNTER
DIRECTOR	5.00	0.00		$0	$0	$0			Yes (X)
DEAN BRENNER
DIRECTOR (AS OF 10/2020)	5.00	0.00		$0	$0	$0			Yes (X)
DEBRA PIERSON
DIRECTOR	5.00	0.00		$0	$0	$0			Yes (X)
DEREK VAN AMERONGEN
DIRECTOR	5.00	0.00		$0	$0	$0			Yes (X)
EILEEN KAMERICK
DIRECTOR	5.00	0.00		$0	$0	$0			Yes (X)
GEOFF HEREDIA
DIRECTOR	5.00	0.00		$0	$0	$0			Yes (X)
GEORGE JOHNSON
DIRECTOR	5.00	0.00		$0	$0	$0			Yes (X)
GEORGE WALZ
DIRECTOR	5.00	0.00		$0	$0	$0			Yes (X)
HELEN BROOKS
DIRECTOR	5.00	0.00		$0	$0	$0			Yes (X)
IRENE SUDAC
DIRECTOR (AS OF 10/2020)	5.00	0.00		$0	$0	$0			Yes (X)
JAMES GROSSMANN
DIRECTOR	5.00	0.00		$0	$0	$0			Yes (X)
JAY REINSTEIN
DIRECTOR	5.00	0.00		$0	$0	$0			Yes (X)
JOE ARCINIEGA
DIRECTOR (AS OF 10/2020)	5.00	0.00		$0	$0	$0			Yes (X)
KAREN STEVENSON
DIRECTOR	5.00	0.00		$0	$0	$0			Yes (X)
KARYNE JONES
DIRECTOR	5.00	0.00		$0	$0	$0			Yes (X)
MINOO JAVANMARDIAN
DIRECTOR	5.00	0.00		$0	$0	$0			Yes (X)
NICOLE WALKER
DIRECTOR (AS OF 10/2020)	5.00	0.00		$0	$0	$0			Yes (X)
SARAH LORANCE
DIRECTOR	5.00	0.00		$0	$0	$0			Yes (X)
STEVEN OSGOOD
DIRECTOR (THRU 10/2020)	5.00	0.50		$0	$0	$0			Yes (X)
THOMAS DOYLE
DIRECTOR (THRU 10/2020)	5.00	0.00		$0	$0	$0			Yes (X)
WILLIAM THOMAS
DIRECTOR	5.00	0.00		$0	$0	$0			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$5,381,337	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$12,745	TotReportableCompRltdOrgAmt
Total Other Compensation	$886,267	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	272	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
NAVISTAR DIRECT MARKETING LLC
4612 NAVISTAR DRIVE	FREDERICK	MD	21703	DIRECT MARKETING	$11,083,133
HAWORTH MARKETING & MEDIA LLC
45 S 7TH STREET SUITE 2400	MINNEAPOLIS	MN	55402	ADVERTISING	$4,819,243
NEVER WITHOUT LLC
580 TANACREST	ATLANTA	GA	30328	ADVERTISING	$4,346,714
WORLD-WIDE PRINTING & DISTRIBUTION INC
2900 E APACHE	TULSA	OK	74110	DIRECT MARKETING	$3,463,475
BLACKBAUD INC
PO BOX 930256	ATLANTA	GA	31193	CRM/TECHNOLOGY	$2,541,619

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	107	CntrctRcvdGreaterThan100KCnt
Membership Dues	$421,928	MembershipDuesAmt
Fundraising	$4,792,083	FundraisingAmt
Government Grants	$25,776,739	GovernmentGrantsAmt
All Other Contributions	$346,438,060	AllOtherContributionsAmt
Noncash Contributions	$7,735,241	NoncashContributionsAmt
Total Contributions	$377,428,810	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SAFE RETURN REG. FEES	611710	$2,305,818	$2,305,818
JOURNAL	511120	$368,826	$368,826
PROGRAM CONFERENCES	611710	$339,829	$339,829
CAREGIVER TRAINING	611710	$165,463	$165,463
REG./EVENT REVENUE	900099	$138,298	$138,298

Field	Value	IRS element (for citing)
Total Program Service Revenue	$3,318,234	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,841,519	TotalRevenueColumnAmt
Exclusion	$9,841,519	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$74,667	TotalRevenueColumnAmt
Exclusion	$74,667	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$34,053,684	SecuritiesAmt
Other	$30,264	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$27,757,200	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$6,296,484	SecuritiesAmt
Other	$30,264	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,326,748	TotalRevenueColumnAmt
Exclusion	$6,326,748	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$6,622,732	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$4,792,083	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$371,856	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,250,876	TotalRevenueColumnAmt
Exclusion	$6,250,876	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$14,979	GamingGrossIncomeAmt
Gaming Direct Expenses	$11,845	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,134	TotalRevenueColumnAmt
Exclusion	$3,134	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$115,729	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$52,535	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$63,194	TotalRevenueColumnAmt
Exclusion	$63,194	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt
MISCELLANEOUS REVENUE	900099	$1,203,096	$1,203,096
AFFILIATE REVENUE	900099	$16,363	$16,363

Field	Value	IRS element (for citing)
Other Revenue Total	$1,219,459	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$404,526,641	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,318,234	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$23,779,597	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$51,119,407	TotalAmt
Program Services	$51,119,407	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$1,207,953	TotalAmt
Program Services	$1,207,953	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$14,127,989	TotalAmt
Program Services	$14,127,989	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$3,534,567	TotalAmt
Program Services	$2,109,247	ProgramServicesAmt
Management And General	$863,817	ManagementAndGeneralAmt
Fundraising	$561,503	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$137,567,787	TotalAmt
Program Services	$101,652,633	ProgramServicesAmt
Management And General	$3,788,273	ManagementAndGeneralAmt
Fundraising	$32,126,881	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$12,894,154	TotalAmt
Program Services	$9,358,716	ProgramServicesAmt
Management And General	$414,580	ManagementAndGeneralAmt
Fundraising	$3,120,858	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$17,952,972	TotalAmt
Program Services	$13,176,414	ProgramServicesAmt
Management And General	$689,891	ManagementAndGeneralAmt
Fundraising	$4,086,667	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$9,654,918	TotalAmt
Program Services	$7,117,086	ProgramServicesAmt
Management And General	$321,478	ManagementAndGeneralAmt
Fundraising	$2,216,354	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$875,540	TotalAmt
Program Services	$614,641	ProgramServicesAmt
Management And General	$129,068	ManagementAndGeneralAmt
Fundraising	$131,831	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$155,562	TotalAmt
Management And General	$155,562	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$1,064,463	TotalAmt
Program Services	$1,064,463	ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$1,642,050	TotalAmt
Fundraising	$1,642,050	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$246,298	TotalAmt
Management And General	$246,298	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$22,014,841	TotalAmt
Program Services	$16,692,957	ProgramServicesAmt
Management And General	$1,000,968	ManagementAndGeneralAmt
Fundraising	$4,320,916	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$31,814,656	TotalAmt
Program Services	$29,118,043	ProgramServicesAmt
Management And General	$15,846	ManagementAndGeneralAmt
Fundraising	$2,680,767	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$29,739,272	TotalAmt
Program Services	$18,719,251	ProgramServicesAmt
Management And General	$3,717,709	ManagementAndGeneralAmt
Fundraising	$7,302,312	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$827,782	TotalAmt
Program Services	$600,504	ProgramServicesAmt
Management And General	$93,751	ManagementAndGeneralAmt
Fundraising	$133,527	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$21,439,604	TotalAmt
Program Services	$15,276,641	ProgramServicesAmt
Management And General	$2,988,600	ManagementAndGeneralAmt
Fundraising	$3,174,363	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$508,861	TotalAmt
Program Services	$353,942	ProgramServicesAmt
Management And General	$21,333	ManagementAndGeneralAmt
Fundraising	$133,586	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,863,518	TotalAmt
Program Services	$969,261	ProgramServicesAmt
Management And General	$90,654	ManagementAndGeneralAmt
Fundraising	$803,603	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$4,332,972	TotalAmt
Program Services	$2,680,140	ProgramServicesAmt
Management And General	$720,100	ManagementAndGeneralAmt
Fundraising	$932,732	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$694,096	TotalAmt
Program Services	$492,026	ProgramServicesAmt
Management And General	$99,962	ManagementAndGeneralAmt
Fundraising	$102,108	FundraisingAmt

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$272,114	TotalAmt
Program Services	$189,910	ProgramServicesAmt
Management And General	$17,638	ManagementAndGeneralAmt
Fundraising	$64,566	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$365,551,376	TotalAmt
Program Services	$286,641,224	ProgramServicesAmt
Management And General	$15,375,528	ManagementAndGeneralAmt
Fundraising	$63,534,624	FundraisingAmt

Field	Value	IRS element (for citing)
Joint Costs	Yes (X)	JointCostsInd

Total Joint Costs TotalJointCostsGrp

Field	Value	IRS element (for citing)
Total	$17,095,210	TotalAmt
Program Services	$9,059,133	ProgramServicesAmt
Management And General	$2,750,550	ManagementAndGeneralAmt
Fundraising	$5,285,527	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$34,909,439	BOYAmt
EOY	$25,880,339	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$43,782,942	BOYAmt
EOY	$70,423,217	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$8,649,680	BOYAmt
EOY	$7,915,070	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$1,143,753	BOYAmt
EOY	$1,515,699	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$5,124,112	BOYAmt
EOY	$6,281,152	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$44,660,282	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$23,553,028	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$22,615,940	BOYAmt
EOY	$21,107,254	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$259,215,453	BOYAmt
EOY	$324,420,496	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$34,077,770	BOYAmt
EOY	$39,279,061	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$827,593	BOYAmt
EOY	$821,608	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$410,346,682	BOYAmt
EOY	$497,643,896	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$31,377,893	BOYAmt
EOY	$33,248,833	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$82,909,174	BOYAmt
EOY	$93,002,734	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$5,775,797	BOYAmt
EOY	$3,481,887	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$14,008,354	BOYAmt
EOY	$12,813,663	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$134,071,218	BOYAmt
EOY	$142,547,117	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$139,186,350	BOYAmt
EOY	$211,697,101	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$137,089,114	BOYAmt
EOY	$143,399,678	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$276,275,464	BOYAmt
EOY	$355,096,779	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$410,346,682	BOYAmt
EOY	$497,643,896	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$38,975,265	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$36,941,961	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	-$6,200	DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets	$2,910,289	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$301,450,526	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$319,867,489	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$361,019,360	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$377,982,664	CurrentTaxYearMinus1YearAmt
Current Tax Year	$377,428,810	CurrentTaxYearAmt
Total	$1,737,748,849	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$301,450,526	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$319,867,489	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$361,019,360	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$377,982,664	CurrentTaxYearMinus1YearAmt
Current Tax Year	$377,428,810	CurrentTaxYearAmt
Total	$1,737,748,849	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$1,737,748,849	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,882,618	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,355,626	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$8,237,819	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,384,406	CurrentTaxYearMinus1YearAmt
Current Tax Year	$9,916,186	CurrentTaxYearAmt
Total	$37,776,655	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$12,716,507	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$12,152,019	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$8,245,835	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,689,260	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,972,899	CurrentTaxYearAmt
Total	$46,776,520	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$1,822,302,024	TotalSupportAmt
Gross Receipts Rltd Activities	$40,412,265	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.95360	PublicSupportCY170Pct
Public Support PY170	0.95200	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	AFFILIATE REVENUE - 2016 AMOUNT: $ 20,635. 2017 AMOUNT: $ 18,407. 2018 AMOUNT: $ 15,030. 2019 AMOUNT: $ 14,103. 2020 AMOUNT: $ 16,363. FUNDRAISING AND GAMING EVENTS - 2016 AMOUNT: $ 10,444,155. 2017 AMOUNT: $ 10,443,879. 2018 AMOUNT: $ 7,532,657. 2019 AMOUNT: $ 4,700,628. 2020 AMOUNT: $ 6,637,711. INCOME FROM SALES OF INVENTORY - 2016 AMOUNT: $ 38,072. 2017 AMOUNT: $ 318,798. 2018 AMOUNT: $ 242,384. 2019 AMOUNT: $ 132,390. 2020 AMOUNT: $ 115,729. GROUP CHAPTER REVENUE - 2016 AMOUNT: $ 352,995. 2017 AMOUNT: $ 520,936. 2018 AMOUNT: $ 247,444. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. LEGAL SETTLEMENT - 2016 AMOUNT: $ 1,860,650. 2017 AMOUNT: $ 734,166. 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. CHAPTER RENT ABATEMENT - 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 171,073. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. OTHER INCOME - 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 115,833. 2018 AMOUNT: $ 37,247. 2019 AMOUNT: $ 842,139. 2020 AMOUNT: $ 1,203,096.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	Yes (1)	VolunteersInd
Paid Staff Or Management	Yes (1)	PaidStaffOrManagementInd
Media Advertisements	Yes (1)	MediaAdvertisementsInd
Media Advertisements	$300,472	MediaAdvertisementsAmt
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	Yes (1)	PublicationsOrBroadcastInd
Grants Other Organizations	Yes (1)	GrantsOtherOrganizationsInd
Grants Other Organizations	$6,649,099	GrantsOtherOrganizationsAmt
Direct Contact Legislators	Yes (1)	DirectContactLegislatorsInd
Direct Contact Legislators	$1,770,303	DirectContactLegislatorsAmt
Rallies Demonstrations	Yes (1)	RalliesDemonstrationsInd
Rallies Demonstrations	$129,277	RalliesDemonstrationsAmt
Other Activities	0	OtherActivitiesInd
Total Lobbying Expenditures	$8,849,151	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
LINE 1A:	VOLUNTEERS MOST OF THE ASSOCIATION'S ADVOCACY IS THROUGH VOLUNTEERS. ADDITIONALLY, THE ASSOCIATION HAS TRAINING TO DEVELOP AND ORGANIZE CHAPTER BASED GRASSROOTS ACTIVITIES. AS ALZHEIMER'S DISEASE AND RELATED DEMENTIAS THREATEN TO BANKRUPT FAMILIES, BUSINESSES AND THE HEALTHCARE SYSTEM, SCIENTISTS ARE MOVING CLOSER TO FINDING BETTER TREATMENTS THAT COULD 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 HIGH QUALITY HEALTHCARE AND LONG-TERM SERVICES AND SUPPORT FOR PEOPLE WITH ALZHEIMER'S AND THEIR FAMILIES. THIS INCLUDES ADVOCACY FOR BETTER CARE FOR PEOPLE AND FAMILIES ALREADY FACING ALZHEIMER'S. ADVOCACY ACTIVITIES ALSO INCLUDE COLLABORATING WITH OTHER ORGANIZATIONS TO IMPROVE QUALITY CARE AND RAISE AWARENESS OF KEY ISSUES.
LINE 1B:	PAID STAFF OR MANAGEMENT THE ASSOCIATION HAS PAID STAFF WHO ENGAGE ON BEHALF OF THE ASSOCIATION IN PUBLIC POLICY WORK, INCLUDING EDUCATING POLICYMAKERS AND SUPPORTING THE ADVOCACY WORK OF VOLUNTEERS.
LINE 1C:	MEDIA ADVERTISEMENTS MEDIA ADVERTISEMENTS WERE RUN IN WASHINGTON, D.C. FOR KEY ADVOCACY AWARENESS OPPORTUNITIES DURING THE YEAR.
LINE 1D:	MAILING TO MEMBERS, LEGISLATORS OR THE PUBLIC DUE TO THE ONGOING COVID-19 PANDEMIC, THERE WERE NO MAILINGS TO LEGISLATORS.
LINE 1E:	PUBLICATIONS, OR PUBLISHED OR BROADCAST STATEMENTS THE ASSOCIATION DISTRIBUTED FEDERAL AND STATE UPDATES VIA EMAIL APPROXIMATELY 80 TIMES DURING THE YEAR. LINE 1F: GRANTS TO OTHER ORGANIZATIONS FOR LOBBYING PURPOSES THE ASSOCIATION MAKES A GRANT TO ALZHEIMER'S IMPACT MOVEMENT (AIM) WHICH IS USED FOR THE LOBBYING PURPOSES DISCUSSED ABOVE AND WHICH IS ALSO SHOWN ON THE FORM 990 OF AIM AS A LOBBYING EXPENSE. AS SUCH, THE AMOUNT OF THE GRANT IS REPORTED TWICE FOR TRANSPARENCY PURPOSES. LINE 1G: DIRECT CONTACT THE ASSOCIATION USES INTERNAL STAFF AND RETAINED LOBBYISTS TO EDUCATE POLICYMAKERS ABOUT THE ASSOCIATION'S POLICY RECOMMENDATIONS. LINE 1H: RALLIES, DEMONSTRATIONS, SEMINARS, ETC. THE AIM ADVOCACY FORUM WAS HELD VIRTUALLY IN THE CURRECT PERIOD/YEAR.

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$24,252,597	BeginningYearBalanceAmt
Contributions	$252,950	ContributionsAmt
Investment Earnings Or Losses	$4,771,161	InvestmentEarningsOrLossesAmt
Other Expenditures	$4,771,161	OtherExpendituresAmt
End Year Balance	$24,505,547	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$24,252,597	BeginningYearBalanceAmt
Investment Earnings Or Losses	$1,490,922	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,490,922	OtherExpendituresAmt
End Year Balance	$24,252,597	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$24,043,831	BeginningYearBalanceAmt
Contributions	$208,766	ContributionsAmt
Investment Earnings Or Losses	$1,557,825	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,557,825	OtherExpendituresAmt
End Year Balance	$24,252,597	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$24,038,631	BeginningYearBalanceAmt
Contributions	$5,200	ContributionsAmt
Investment Earnings Or Losses	$894,633	InvestmentEarningsOrLossesAmt
Other Expenditures	$894,633	OtherExpendituresAmt
End Year Balance	$24,043,831	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$13,717,133	BeginningYearBalanceAmt
Contributions	$10,321,498	ContributionsAmt
Investment Earnings Or Losses	$1,125,281	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,125,281	OtherExpendituresAmt
End Year Balance	$24,038,631	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Prmnnt Endowment Balance EOY	1.00000	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$568,500	OtherCostOrOtherBasisAmt
Book Value	$568,500	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,311,237	OtherCostOrOtherBasisAmt
Depreciation	$188,733	DepreciationAmt
Book Value	$1,122,504	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$12,179,637	OtherCostOrOtherBasisAmt
Depreciation	$6,877,276	DepreciationAmt
Book Value	$5,302,361	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,118,168	OtherCostOrOtherBasisAmt
Depreciation	$2,708,872	DepreciationAmt
Book Value	$1,409,296	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$26,482,740	OtherCostOrOtherBasisAmt
Depreciation	$13,778,147	DepreciationAmt
Book Value	$12,704,593	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$21,107,254	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
BENEFICIAL INTEREST	$38,940,540	F
ASSETS HELD IN TRUST	$338,521	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$39,279,061	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
DEFERRED RENT	$7,814,025
GIFT ANNUITY OBLIGATIONS	$4,999,638

Field	Value	IRS element (for citing)
Total Liability	$12,813,663	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$454,323,773	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$36,941,961	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$7,111,727	DonatedServicesAndUseFcltsAmt
Other Revenue	$5,930,562	OtherRevenueAmt
Revenue Not Reported	$49,984,250	RevenueNotReportedAmt
Revenue Subtotal	$404,339,523	RevenueSubtotalAmt
Investment Expenses Not Incld	$246,298	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$59,180	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$187,118	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$404,526,641	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$375,502,458	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$7,117,927	DonatedServicesUseFcltsAmt
Other Expenses Included	$3,079,453	OtherExpensesIncludedAmt
Expenses Not Reported	$10,197,380	ExpensesNotReportedAmt
Expenses Subtotal	$365,305,078	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$246,298	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$246,298	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$365,551,376	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, LINE 4:	INTENDED USES OF ENDOWMENT FUNDS A PORTION OF THE NET ASSETS WITH DONOR RESTRICTIONS 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: - THE DURATION AND PRESERVATION OF THE FUND; - THE PURPOSES OF THE ASSOCIATION AND THE DONOR-RESTRICTED ENDOWMENT FUND; - GENERAL ECONOMIC CONDITIONS; - THE POSSIBLE EFFECTS OF INFLATION AND DEFLATION; - THE EXPECTED TOTAL RETURN FROM INCOME AND THE APPRECIATION OF INVESTMENTS; - OTHER RESOURCES OF THE ASSOCIATION; AND - 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, 2021 AND 2020, 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 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.
PART X, LINE 2:	FIN 48 THE ASSOCIATION AND 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 SECTION 501(A) OF THE INTERNAL REVENUE CODE OF 1986 (IRC), AS ORGANIZATIONS DESCRIBED IN SECTIONS 501(C)(3) AND 501(C)(4), RESPECTIVELY, EXCEPT FOR INCOME TAXES PERTAINING TO UNRELATED BUSINESS INCOME. ALZHEIMER'S IMPACT MOVEMENT POLITICAL ACTION COMMITTEE (AIMPAC) IS A POLITICAL ACTION COMMITTEE ORGANIZATION EXEMPT FROM FEDERAL TAXES UNDER SECTION 527 OF THE IRC. THE ALZHEIMER'S ASSOCIATION INTERNATIONAL IS A NOT-FOR-PROFIT CANADIAN ENTITY. THE COALITION OF NEW YORK STATE ALZHEIMER'S ASSOCIATION CHAPTERS, INC. IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE IRC AND HAS NOT BEEN CLASSIFIED AS A PRIVATE FOUNDATION; THEREFORE, NO PROVISION FOR INCOME TAX HAS BEEN MADE IN THE FINANCIAL STATEMENTS. THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ISSUED GUIDANCE THAT REQUIRES TAX EFFECTS FROM UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE CONSOLIDATED 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 CONSOLIDATED FINANCIAL STATEMENTS AND, AS SUCH, NO PROVISION FOR INCOME TAXES IS REFLECTED. ADDITIONALLY, THERE ARE NO INTEREST OR PENALTIES RECOGNIZED IN THE CONSOLIDATED STATEMENT OF ACTIVITIES OR STATEMENT OF FINANCIAL POSITION.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	CHANGE IN PERPETUAL TRUSTS 5,453,372. CHANGE IN SPLIT INTEREST 453,005. REIMBURSEMENT OF RENTAL EXPENSES 24,185.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	COST OF GOODS SOLD -52,535. GAMING EXPENSES REPORTED ON FORM 990, PART VIII -6,645.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	BAD DEBT 3,020,273. COST OF GOODS SOLD 52,535. GAMING EXPENSES REPORTED ON FORM 990, PART VIII 6,645.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
EUROPE (INCLUDING ICELAND & GREENLAND)	GRANTMAKING	$8,280,331
EAST ASIA AND THE PACIFIC	GRANTMAKING	$1,953,676
SOUTH AMERICA	GRANTMAKING	$1,543,012
NORTH AMERICA	GRANTMAKING	$1,065,423
MIDDLE EAST AND NORTH AFRICA	GRANTMAKING	$997,165
CENTRAL AMERICA AND THE CARIBBEAN	GRANTMAKING	$238,410
SUB-SAHARAN AFRICA	GRANTMAKING	$49,972

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$14,127,989	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$14,127,989	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (79 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$199,996	WIRE
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SUPPORT	$25,000	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$120,000	WIRE
SOUTH AMERICA	PROGRAM SUPPORT	$67,983	WIRE
SOUTH AMERICA	PROGRAM SUPPORT	$74,057	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$24,853	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$123,875	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$149,600	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$149,600	WIRE
SOUTH AMERICA	PROGRAM SUPPORT	$68,414	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$49,994	WIRE
SOUTH AMERICA	PROGRAM SUPPORT	$65,335	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$342,218	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$24,551	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$47,300	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$25,000	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$149,825	WIRE
SOUTH AMERICA	PROGRAM SUPPORT	$73,007	WIRE
SOUTH AMERICA	PROGRAM SUPPORT	$34,207	WIRE
SOUTH AMERICA	PROGRAM SUPPORT	$149,850	WIRE
EAST ASIA AND THE PACIFIC	PROGRAM SUPPORT	$322,527	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$50,000	WIRE
SOUTH AMERICA	PROGRAM SUPPORT	$97,632	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$175,000	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$819,000	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$51,500	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$25,000	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$240,000	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$24,997	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$374,593	WIRE
SOUTH AMERICA	PROGRAM SUPPORT	$315,435	WIRE
SOUTH AMERICA	PROGRAM SUPPORT	$25,000	WIRE
SOUTH AMERICA	PROGRAM SUPPORT	$25,000	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$25,000	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$174,905	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$25,000	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$174,991	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$100,000	WIRE
NORTH AMERICA	PROGRAM SUPPORT	$298,980	WIRE
EAST ASIA AND THE PACIFIC	PROGRAM SUPPORT	$150,000	WIRE
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SUPPORT	$150,000	WIRE
SOUTH AMERICA	PROGRAM SUPPORT	$102,148	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$24,900	WIRE
SOUTH AMERICA	PROGRAM SUPPORT	$25,000	WIRE
MIDDLE EAST AND NORTH AFRICA	PROGRAM SUPPORT	$175,000	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$33,359	WIRE
NORTH AMERICA	PROGRAM SUPPORT	$189,940	WIRE
SUB-SAHARAN AFRICA	PROGRAM SUPPORT	$25,000	WIRE
EAST ASIA AND THE PACIFIC	PROGRAM SUPPORT	$1,040,638	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$288,772	WIRE
MIDDLE EAST AND NORTH AFRICA	PROGRAM SUPPORT	$524,661	WIRE
NORTH AMERICA	PROGRAM SUPPORT	$147,855	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$342,348	WIRE
EAST ASIA AND THE PACIFIC	PROGRAM SUPPORT	$119,896	WIRE
EAST ASIA AND THE PACIFIC	PROGRAM SUPPORT	$295,666	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$545,570	WIRE
SOUTH AMERICA	PROGRAM SUPPORT	$25,000	WIRE
SOUTH AMERICA	PROGRAM SUPPORT	$67,143	WIRE
SOUTH AMERICA	PROGRAM SUPPORT	$71,068	WIRE
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SUPPORT	$63,410	WIRE
NORTH AMERICA	PROGRAM SUPPORT	$76,744	WIRE
SOUTH AMERICA	PROGRAM SUPPORT	$175,000	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$768,851	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$197,440	WIRE
SOUTH AMERICA	PROGRAM SUPPORT	$81,733	WIRE
NORTH AMERICA	PROGRAM SUPPORT	$275,000	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$117,200	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$962,000	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$623,347	WIRE
MIDDLE EAST AND NORTH AFRICA	PROGRAM SUPPORT	$147,504	WIRE
SUB-SAHARAN AFRICA	PROGRAM SUPPORT	$24,972	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$137,461	WIRE
NORTH AMERICA	PROGRAM SUPPORT	$76,904	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$148,886	WIRE
EAST ASIA AND THE PACIFIC	PROGRAM SUPPORT	$24,949	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$49,999	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$348,400	WIRE
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SUPPORT	$25,000	WIRE
MIDDLE EAST AND NORTH AFRICA	PROGRAM SUPPORT	$150,000	WIRE

Field	Value	IRS element (for citing)
Total501c3 Org	79	Total501c3OrgCnt
Transfer To Foreign Corp	0	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	0	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 2:	PROCEDURE FOR MONITORING USE OF GRANT FUNDS OUTSIDE THE UNITED STATES THE OVER-SIGHT OF THE SCIENTIFIC INTEGRITY OF THE ALZHEIMER'S ASSOCIATION INTERNATIONAL RESEARCH GRANT PROGRAM IS THREE-FOLD. FIRST, THE ALZHEIMER'S ASSOCIATION MEDICAL & SCIENTIFIC RELATIONS DIVISION ENSURES PEER-REVIEW AND HIGH QUALITY OF FUNDED AWARDS DURING THE GRANT REVIEW PROCESS, IN CONSULTATION WITH THE VOLUNTARY MEDICAL & SCIENTIFIC ADVISORY GROUP (MSAG) AND THE ALZHEIMER'S ASSOCIATION INTERNATIONAL RESEARCH GRANT PROGRAM (IRGP) COUNCIL. THE ASSOCIATION, WITH INPUT FROM THE IRGP COUNCIL, DEVELOPS FOCUSED REQUESTS FOR APPLICATIONS (RFAS) BASED ON IDENTIFIED NEEDS IN THE ALZHEIMER'S AND ALL DEMENTIA RESEARCH COMMUNITY. SECOND, THE ALZHEIMER'S ASSOCIATION IS ENGAGED IN A CONTINUOUS PORTFOLIO REVIEW OF SCIENTIFIC AREAS OF INVESTMENT TO MONITOR THE DIVERSITY OF THE GRANTS PORTFOLIO, POTENTIAL GAPS IN RESEARCH FUNDING, AND POTENTIAL OVERLAP OF AREAS FUNDED. THE REVIEW INFORMS FUTURE FUNDING OPPORTUNITIES, STRATEGIC ACTIVITIES, AND AREAS OF FUTURE-RFA FOCUS. THIRD, THERE IS A DETAILED PROCESS ONCE A GRANT IS AWARDED TO MONITOR PROGRAM, 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 AND, IN SOME CASES, BI-ANNUAL OR QUARTERLY REPORTING TO THE ALZHEIMER'S ASSOCIATION ON BOTH THE STATUS OF THE RESEARCH PROJECT AND FINANCIAL EXPENDITURES ASSOCIATED WITH THE PROJECT. SEVERAL PROGRAMS ARE LEVERAGED FUNDING OPPORTUNITIES WITH PARTNER ORGANIZATIONS. THESE RESEARCH PROJECTS AND FINANCIAL EXPENDITURE REPORTS ARE SHARED BETWEEN THE PARTNER ORGANIZATION(S). SIXTY DAYS PRIOR TO THE ANNIVERSARY OF THE AWARD START DATE, PROPOSALCENTRAL, THE ALZHEIMER'S ASSOCIATION GRANT SYSTEM, SENDS A NOTIFICATION TO RESEARCHERS AND ALL DESIGNATED INSTITUTIONAL FINANCIAL OFFICIALS WITH FISCAL RESPONSIBILITY FOR THE AWARD OF THE REQUIRED REPORTS. THE REQUIRED REPORTING DOCUMENTS INCLUDE AN INTERIM (OR FINAL) SCIENTIFIC REPORT, INTERIM (OR FINAL) FINANCIAL REPORT AND ANY APPLICABLE VARIANCE, MENTOR EVALUATION (IF APPLICABLE), DOCUMENTATION OF ANY PUBLICATIONS AS A RESULT OF ASSOCIATION FUNDING, AND APPLICABLE ANNUAL VERIFICATION OF REQUIRED ETHICAL (ANIMAL AND HUMAN) APPROVALS. 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.COM. THE FINANCIAL REPORT MUST BE SIGNED BY THE INSTITUTIONAL OFFICIAL WITH FISCAL RESPONSIBILITY, AND ALL REPORTS MUST BE UPLOADED TO PROPOSALCENTRAL. AFTER RECEIPT, ALL FINANCIAL REPORTS ARE REVIEWED BY AN ALZHEIMER'S ASSOCIATION GRANTS STAFF TEAM MEMBER FOR ACCURACY AND CONSISTENCY WITH THE AGREED UPON BUDGET. ANY SIGNIFICANT VARIANCE IN EXPENDITURES TO THE APPROVED BUDGET ALSO REQUIRES A VARIANCE REPORT TO OUTLINE THESE DEVIATIONS IN EXPENSES. IN ADDITION, THE ASSOCIATION REQUIRES PROTOCOL CONTINUATION APPROVAL (I.E., INSTITUTIONAL ANIMAL CARE AND USE COMMITTEE (IACUC), INSTITUTIONAL ETHICAL REVIEW BOARD (IRB, RECOMBINANT RDNA PROTOCOL (RRDNA)) ANNUALLY, IF APPLICABLE FOR THE RESEARCH PROJECT. ANY SUBSEQUENT PAYMENTS TO GRANT AWARDEES ARE GENERATED AFTER THE RECEIPT OF THESE DOCUMENTS AND ULTIMATELY APPROVAL BY THE CHIEF SCIENCE OFFICER, MEDICAL AND SCIENTIFIC RELATIONS TO FORWARD TO FINANCE FOR REVIEW AND PAYMENT. AT THE CONCLUSION OF THE AWARD, ALL REPORTS/PUBLICATION(S) ARE DUE 90 DAYS AFTER THE AWARD EXPIRES AND MUST BE UPLOADED TO THE PROPOSALCENTRAL ONLINE SYSTEM. THE FINANCIAL REPORT MUST BE SIGNED BY THE INSTITUTIONAL OFFICIAL WHO HAS FISCAL RESPONSIBILITY FOR THE AWARD. PUBLICATION(S) AS ACCEPTED ARE UPLOADED TO PROPOSALCENTRAL DURING AND AFTER THE DURATION OF THE GRANT. IT IS EXPECTED THAT AWARDEES WILL CONTINUE TO MAINTAIN RECORD OF ANY PUBLICATION(S) ACKNOWLEDGING THE ALZHEIMER'S ASSOCIATION. DATA GENERATED AS A RESULT OF ALZHEIMER'S ASSOCIATION FUNDED WORK IS SUBJECT TO DATA SHARING, AS A CONDITION OF AWARD. DATA AND OTHER OUTPUTS OF THE PROJECT ARE SUBJECTED TO THIS POLICY FOR QUICK, REASONABLE SUBMISSIONS FOR COMPLETED WORK. FURTHER, AWARDEES AGREE TO SUBMIT/SHARE DATA, AS APPLICABLE, THROUGH THE GLOBAL ALZHEIMER'S ASSOCIATION INTERACTIVE NETWORK (GAAIN), A GLOBAL INFRASTRUCTURE CONNECTING RESEARCH STUDIES FROM AROUND THE WORLD THROUGH ONE PORTAL WHERE DATA CAN BE INTERROGATED IN AGGREGATE FOR ANALYSIS USING A VIRTUAL MACHINE. GAAIN IS WHOLLY FUNDED BY THE ALZHEIMER'S ASSOCIATION. IN ADDITION, THE ASSOCIATION REQUESTS, MONITORS, AND FOLLOWS-UP TO ENSURE SUBMISSION COMPLIANCE ON ALL AWARDED GRANTS AND THAT FINANCIAL REPORTING REQUIREMENTS ARE MET. AWARDEES' FINANCIAL REPORTS ARE REVIEWED ANNUALLY OR BASED ON THEIR SCHEDULED REPORTING REQUIREMENTS 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 ABOVE USD $75 MUST BE RETURNED TO THE ALZHEIMER'S ASSOCIATION. FOR-PROFIT ORGANIZATIONS ARE NOT ELIGIBLE TO APPLY TO THE ALZHEIMER'S ASSOCIATION'S INTERNATIONAL RESEARCH GRANT PROGRAM, WITH THE EXCEPTION OF THE PART THE CLOUD TRANSLATIONAL (PTC) RESEARCH GRANT PROGRAM, ALZHEIMER'S INNOVATION AWARD (AIA) AND CERTAIN PARTNERSHIP PROGRAMS, INCLUDING BUT NOT LIMITED TO BIOMARKERS ACROSS NEURODEGENERATIVE DISEASES (BAND) AND TAU PIPELINE ENABLING PROGRAM (T-PEP). ELIGIBILITY OF ORGANIZATIONS APPLICABLE FOR A PROGRAM ARE DETAILED IN THE SPECIFIC PROGRAM'S RFA. FOR THE PART THE CLOUD TRANSLATIONAL (PTC) RESEARCH GRANT PROGRAM AND OTHER PROGRAMS WITH FOR-PROFIT AWARDEES, ANY FOR-PROFIT APPLICANT IS REQUIRED TO SUBMIT THE ORGANIZATION'S FINANCIAL STATEMENTS. AS PART OF THE APPLICATION PROCESS, APPLICANTS ARE TO UPLOAD A W-9 OR W-8BEN FORM THAT HAS BEEN DATED AND SIGNED BY AN AUTHORIZED SIGNING OFFICIAL TO CONFIRM THEIR TAX STATUS. THIS FORM VERIFIES THAT AN INSTITUTION OR ORGANIZATION IS DESIGNATED AS A 501(C)(3) OR OTHER NON-PROFIT ENTITY. FOR PROFIT ORGANIZATIONS MUST SUBMIT DOCUMENTATION OF NET ASSETS AND ANNUAL EARNINGS, IN ADDITION TO THE W-9 OR W-8BEN FORM FOR CONSIDERATION. THESE FORMS ARE UPLOADED WITHIN THEIR SUBMITTED APPLICATION TO PROPOSALCENTRAL. AFTER RECEIPT, THESE FORMS ARE REVIEWED BY AN ALZHEIMER'S ASSOCIATION GRANTS STAFF TEAM MEMBER. FOLLOWING REVIEW, APPLICATIONS ARE THEN MOVED FORWARD TO PEER-REVIEW. IF AWARDED, THE ALZHEIMER'S ASSOCIATION GRANTS STAFF TEAM MEMBER INCLUDES THE APPROPRIATE FORMS IN PAYMENT REQUESTS FOR GRANT FUNDING PAYMENTS. IN ADDITION, FOREIGN INSTITUTIONS ARE REQUIRED TO SUBMIT ONE OF THE FOLLOWING AS VERIFICATION OF NON-PROFIT STATUS: - W-8BEN- ORGANIZATION'S CHARTER, BYLAWS AND OTHER GOVERNING DOCUMENTS (IN ENGLISH, IF POSSIBLE). IN CASES WHERE TRANSLATION IS NOT POSSIBLE, A DATED AND SIGNED LETTER IN ENGLISH FROM THE RECTOR OR OTHER AUTHORIZED SIGNING OFFICIAL OF THE INSTITUTION IS ACCEPTABLE. - DOCUMENTATION OF NON-PROFIT DESIGNATION FROM ORGANIZATION'S GOVERNMENT. PRIOR TO AWARD CONFIRMATION, THE MEDICAL AND SCIENTIFIC RELATIONS DIVISION VERIFIES THAT EACH INSTITUTION IS COMPLIANT WITH THE U.S. PATRIOT ACT AND DOES NOT APPEAR ON THE SPECIALLY DESIGNATED NATIONALS (SDN) LIST. PRIOR TO PAYMENT, EACH FUNDED ALZHEIMER'S ASSOCIATION GRANT AWARDEE (I.E. THE INSTITUTION) IS VERIFIED FOR COMPLIANCE WITH THE U.S. PATRIOT ACT. A GRANTS STAFF TEAM MEMBER CONFIRMS ELIGIBILITY AND PROVIDES THIS DOCUMENTATION TO THE GRANT ONLINE FILE AT PROPOSALCENTRAL PRIOR TO PAYMENT BEING SENT TO THE AWARDEE. IN THE EVENT THAT A POSITIVE MATCH TO ONE OF THE SDN LISTS IS FOUND BY THE ASSOCIATION, IT WILL BE IMMEDIATELY REPORTED TO THE ALZHEIMER'S ASSOCIATION LEGAL DEPARTMENT FOR APPROPRIATE HANDLING AND FOLLOW-UP. FOR TRANSACTIONS UNRELATED TO THE INTERNATIONAL RESEARCH GRANT PROGRAM IN THE MEDICAL AND SCIENTIFIC RELATIONS DEPARTMENT, THE SAME FINANCIAL DOCUMENTATION IS REVIEWED. THE ALZHEIMER'S ASSOCIATION MONITORS THE SCIENTIFIC ADVANCES OF THE ASSOCIATION'S GRANT AWARDEES BY MAINTAINING RECORDS OF PUBLICATIONS, PRESENTATIONS, AND INTELLECTUAL PROPERTY THAT RESULT FROM FUNDED STUDIES. THE ASSOCIATION REQUIRES THE GRANT RECIPIENT TO NOTIFY THE ALZHEIMER'S ASSOCIATION ON AN ANNUAL BASIS WITH UPDATES TO THESE RECORDS. FOLLOW-ON FUNDING FROM FEDERAL AGENCIES AND OTHER FUNDING ORGANIZATIONS, AS ABLE, ARE ALSO MONITORED. THESE ARE NAMES THAT ARE TRADEMARKS TO ALZHEIMER'S ASSOCIATION.
PART I, LINE 3:	METHOD USED TO ACCOUNT FOR EXPENDITURES AND GRANTS THE ALZHEIMER'S ASSOCIATION ACCOUNTS FOR EXPENDITURES, CASH GRANTS, AND NONCASH ASSISTANCE USING THE ACCRUAL METHOD. PART II, LINE 1: METHOD USED TO ACCOUNT FOR EXPENDITURES AND GRANTS THE ALZHEIMER'S ASSOCIATION ACCOUNTS FOR EXPENDITURES, CASH GRANTS, AND NONCASH ASSISTANCE USING THE ACCRUAL METHOD.
PART III ACCOUNTING METHOD:

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
THD
80 HAYDEN AVENUE SUITE 300	LEXINGTON	MA	02421	MAIL	0	$43,622,082	$1,392,680	$42,229,402
CDR
16900 SCIENCE DRIVE SUITE 210	BOWIE	MD	20715	EMAIL	0	$31,090,137	$249,370	$30,840,767

Field	Value	IRS element (for citing)
Total Gross Receipts	$74,712,219	TotalGrossReceiptsAmt
Total Retained By Contractors	$1,642,050	TotalRetainedByContractorsAmt
Total Net To Organization	$73,070,169	TotalNetToOrganizationAmt
Licensed States	AL	LicensedStatesCd
Licensed States	AK	LicensedStatesCd
Licensed States	AZ	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	DE	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	GA	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	ID	LicensedStatesCd
Licensed States	IL	LicensedStatesCd
Licensed States	IN	LicensedStatesCd
Licensed States	IA	LicensedStatesCd
Licensed States	KS	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	LA	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	MT	LicensedStatesCd
Licensed States	NE	LicensedStatesCd
Licensed States	NV	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	NM	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	ND	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	RI	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	SD	LicensedStatesCd
Licensed States	TN	LicensedStatesCd
Licensed States	TX	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	WV	LicensedStatesCd
Licensed States	WI	LicensedStatesCd
Licensed States	WY	LicensedStatesCd
Licensed States	DC	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	MASS/NH GALA	Event1Nm
Gross Receipts Event1	$1,691,389	GrossReceiptsEvent1Amt
Charitable Contri Event1	$425,889	CharitableContriEvent1Amt
Gross Revenue Event1	$1,265,500	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$3,200	NonCashPrizesEvent1Amt
Event2	OKLAHOMA GALA	Event2Nm
Gross Receipts Event2	$886,809	GrossReceiptsEvent2Amt
Charitable Contri Event2	-$12,285	CharitableContriEvent2Amt
Gross Revenue Event2	$899,094	GrossRevenueEvent2Amt
Other Events Total	47	OtherEventsTotalCnt
Gross Receipts Other Events	$8,836,617	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$4,378,479	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$4,458,138	GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events	$155,565	NonCashPrizesOtherEventsAmt
Food And Beverage Other Events	$186,793	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$26,298	EntertainmentOtherEventsAmt
Gross Receipts Total	$11,414,815	GrossReceiptsTotalAmt
Charitable Contributions Tot	$4,792,083	CharitableContributionsTotAmt
Gross Revenue Total Events	$6,622,732	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$158,765	NonCashPrizesTotalEventsAmt
Food And Beverage Total Events	$186,793	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$26,298	EntertainmentTotalEventsAmt
Direct Expense Summary Events	$371,856	DirectExpenseSummaryEventsAmt
Net Income Summary	$6,250,876	NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 2B, BOX (III):

FUNDRAISING CONSULTANT - CONTROL ARRANGEMENT THE ALZHEIMER'S ASSOCIATION ENGAGES THOMPSON, HABIB & DENISON INC. (THD) FOR PROFESSIONAL FUNDRAISING CONSULTANT SERVICES. A DESCRIPTION OF THE ARRANGEMENT IS LISTED BELOW: DIRECT MARKETING STRATEGY AND PROGRAM DIRECTION; PRODUCTION MANAGEMENT; DATABASE MANAGEMENT; BUDGETING MANAGEMENT; AND REPORT MANAGEMENT. THE ALZHEIMER'S ASSOCIATION ENGAGES CREATIVE DIRECT RESPONSE, INC. (CDR) FOR PROFESSIONAL FUNDRAISING DIGITAL MARKETING CONSULTANT SERVICES. A DESCRIPTION OF THE ARRANGEMENT IS LISTED BELOW: DIGITAL MARKETING STRATEGY AND PROGRAM DIRECTION; E-MAIL PROGRAM MANAGEMENT; PRODUCTION MANAGEMENT; DATABASE MANAGEMENT; AND BUDGETING MANAGEMENT. PART I, LINE 2B, BOX (VI): FUNDRAISING CONSULTANT - FEE ARRANGEMENT THE AGREEMENT BETWEEN THOMPSON, HABIB & DENISON (THD) AND THE ALZHEIMER'S ASSOCIATION IS NOT A PERCENTAGE-BASED AGREEMENT. THD IS PAID A FIXED FEE PER MONTH. THE ALZHEIMER'S ASSOCIATION EXERCISES CONTROL AND APPROVAL OVER THE CONTENT AND FREQUENCY OF ALL SOLICITATIONS. THE AGREEMENT BETWEEN CREATIVE DIRECT RESPONSE, INC. (CDR) AND THE ALZHEIMER'S ASSOCIATION IS NOT A PERCENTAGE-BASED AGREEMENT. CDR IS PAID A FIXED FEE PER MONTH. THE ALZHEIMER'S ASSOCIATION EXERCISES CONTROL AND APPROVAL.

PART II:

MANY OF THE FUNDRAISING EVENTS HELD DURING FY21 WERE HELD VIRTUALLY WITH LITTLE TO NO DIRECT EXPENSE, DUE TO THE CONTINUING COVID PANDEMIC.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (78 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
ALBANY MEDICAL COLLEGE
47 NEW SCOTLAND AVENUE	ALBANY	NY	12208	141338310	501(C)(3)	$149,997	PROGRAM SUPPORT
ALZHEIMER'S IMPACT MOVEMENT
225 NORTH MICHIGAN AVE	CHICAGO	IL	60601	271961435	501(C)(4)	$6,649,099	PUBLIC POLICY
AMERICAN COLLEGE OF RADIOLOGY
1891 PRESTON WHITE DRIVE	RESTON	VA	20191	362216602	501(C)(3)	$881,275	PROGRAM SUPPORT
ARIZONA STATE UNIVERSITY
PO BOX 876011	TEMPE	AZ	85287	860196696	501(C)(3)	$150,000	PROGRAM SUPPORT
BAYLOR COLLEGE OF MEDICINE
ONE BAYLOR PLAZA MS BCM 310	HOUSTON	TX	77030	741613878	501(C)(3)	$500,000	PROGRAM SUPPORT
BEDFORD VA RESEARCH CORPORATION INC
200 SPRINGS ROAD	BEDFORD	MA	01730	043512440	501(C)(3)	$44,385	PROGRAM SUPPORT
BOSTON VA RESEARCH INSTITUTE INC
150 SOUTH HUNTINGTON AVE	BOSTON	MA	02130	043081524	501(C)(3)	$49,953	PROGRAM SUPPORT
BRIGHAM AND WOMEN'S HOSPITAL INC
75 FRANCIS STREET	BOSTON	MA	02115	042312909	501(C)(3)	$522,277	PROGRAM SUPPORT
BROAD INSTITUTE INC
415 MAIN STREET	CAMBRIDGE	MA	02142	263428781	501(C)(3)	$3,057,575	PROGRAM SUPPORT
BUCK INSTITUTE FOR RESEARCH ON AGING
8001 REDWOOD BLVD	NOVATO	CA	94945	943030609	501(C)(3)	$150,000	PROGRAM SUPPORT
BUTLER HOSPITAL
345 BLACKSTONE BOULEVARD	PROVIDENCE	RI	02906	050258812	501(C)(3)	$125,000	PROGRAM SUPPORT
CASE WESTERN RESERVE UNIVERSITY - SCHOOL OF MEDICINE
10900 EUCLID AVENUE	CLEVELAND	OH	44106	341018992	501(C)(3)	$150,000	PROGRAM SUPPORT
CEDARS-SINAI MEDICAL CENTER
8700 BEVERLY BOULEVARD SUITE 1150	LOS ANGELES	CA	90048	951644600	501(C)(3)	$325,000	PROGRAM SUPPORT
CHILDREN'S HOSPITAL BOSTON
300 LONGWOOD AVENUE	BOSTON	MA	02115	042774441	501(C)(3)	$1,001,307	PROGRAM SUPPORT
CITY OF LAUDERDALE LAKES
4320 NW 36TH ST	FORT LAUDERDALE	FL	33319	590974050	501(C)(3)	$15,989	PROGRAM SUPPORT
COLORADO STATE UNIVERSITY
2002 CAMPUS DELIVERY	FORT COLLINS	CO	80523	846000545	501(C)(3)	$149,983	PROGRAM SUPPORT
COLUMBIA UNIVERSITY MEDICAL CENTER
630 WEST 168TH STREET	NEW YORK	NY	10032	135598093	501(C)(3)	$1,683,475	PROGRAM SUPPORT
CREATIVE AGENTS OF CHANGE FOUNDATION INC DBA IDEAS XLAB
633 E MAIN ST UNIT 340	LOUISVILLE	KY	40202	463469821	501(C)(3)	$25,000	PROGRAM SUPPORT
EMORY UNIVERSITY
1599 CLIFTON ROAD NE	ATLANTA	GA	30322	580566256	501(C)(3)	$91,780	PROGRAM SUPPORT
FLORIDA ATLANTIC UNIVERSITY
777 GLADES ROAD	BOCA RATON	FL	33431	650385507	501(C)(3)	$299,870	PROGRAM SUPPORT
FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH INC
9650 ROCKVILLE PIKE	BETHESDA	MD	20814	521986675	501(C)(3)	$338,000	PROGRAM SUPPORT
GEORGIA INSTITUTE OF TECHNOLOGY
NORTH AVE NW	ATLANTA	GA	30332	580603146	501(C)(3)	$173,500	PROGRAM SUPPORT
GEORGIA STATE UNIVERSITY
38 PEACHTREE CENTER AVE STE 540	ATLANTA	GA	30302	586002050	501(C)(3)	$150,000	PROGRAM SUPPORT
HOWARD UNIVERSITY
525 BRYANT STREET NW SUITE 137	WASHINGTON	DC	20059	530204707	501(C)(3)	$119,974	PROGRAM SUPPORT
ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
ONE GUSTAVE L LEVY PLACE	NEW YORK	NY	10029	136171197	501(C)(3)	$585,000	PROGRAM SUPPORT
ILLINOIS INSTITUTE OF TECHNOLOGY
3255 S DEARBORN ST SUITE 221	CHICAGO	IL	60616	362170136	501(C)(3)	$49,923	PROGRAM SUPPORT
INDIANA UNIVERSITY
509 E 3RD STREET	BLOOMINGTON	IN	47401	356001673	501(C)(3)	$521,730	PROGRAM SUPPORT
MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STREET	BOSTON	MA	02114	042697983	501(C)(3)	$757,770	PROGRAM SUPPORT
MAYO CLINIC
200 FIRST ST SW	ROCHESTER	MN	55905	416011702	501(C)(3)	$175,000	PROGRAM SUPPORT
MAYO CLINIC JACKSONVILLE
4500 SAN PABLO ROAD	JACKSONVILLE	FL	32224	593337028	501(C)(3)	$924,473	PROGRAM SUPPORT
MEDICAL UNIVERSITY OF SOUTH CAROLINA
179 ASHLEY AVE	CHARLESTON	SC	29425	576000722	501(C)(3)	$174,999	PROGRAM SUPPORT
MENORAH HOME AND HOSPITAL
1516 ORIENTAL BOULEVARD	BROOKLYN	NY	11235	111672777	501(C)(3)	$50,000	PROGRAM SUPPORT
NEW YORK UNIVERSITY SCHOOL OF MEDICINE
ONE PARK AVENUE 6TH FLOOR	NEW YORK	NY	10016	135562308	501(C)(3)	$2,609,390	PROGRAM SUPPORT
NORTH CAROLINA CENTRAL UNIVERSITY
1801 FAYETTEVILLE STREET	DURHAM	NC	27707	566000730	501(C)(3)	$49,501	PROGRAM SUPPORT
OREGON HEALTH & SCIENCE UNIVERSITY
3181 SW SAM JACKSON PARK ROAD	PORTLAND	OR	97239	931176109	501(C)(3)	$49,999	PROGRAM SUPPORT
QINOTTO INC
30 SUMMERHOLME PL	HILLSBOROUGH	CA	94010	844030745	N/A	$1,000,000	PROGRAM SUPPORT
REGENTS OF THE UNIVERSITY OF MINNESOTA - TWIN CITIES
420 DELAWARE STREET SE	MINNEAPOLIS	MN	55455	416007513	501(C)(3)	$210,479	PROGRAM SUPPORT
RUSH UNIVERSITY MEDICAL CENTER
1653 W CONGRESS PARKWAY	CHICAGO	IL	60612	362174823	501(C)(3)	$637,925	PROGRAM SUPPORT
RUTGERS THE STATE UNIVERSITY OF NJ
100 STRUBLE ROAD	BRANCHVILLE	NJ	08854	226001086	501(C)(3)	$150,000	PROGRAM SUPPORT
SOUTH CAROLINA DEPARTMENT OF AGING
1301 GERVAIS ST STE 200	COLUMBIA	SC	29201	576000286	501(C)(3)	$919,013	PROGRAM SUPPORT
STANFORD UNIVERSITY
455 BDWY DISCOVERY HALL 2ND FL	REDWOOD CITY	CA	94063	941156365	501(C)(3)	$944,725	PROGRAM SUPPORT
TEXAS A&M UNIVERSITY HEALTH SCIENCE CENTER
400 HARVEY MITCHELL PARKWAY SOUTH	COLLEGE STATION	TX	77845	742907553	501(C)(3)	$174,828	PROGRAM SUPPORT	SUITE 300
THE JACKSON LABORATORY
600 MAIN STREET	BAR HARBOR	ME	04609	010211513	501(C)(3)	$923,631	PROGRAM SUPPORT
THE METHODIST HOSPITAL RESEARCH INSTITUTE
7550 GREENBRIAR DR	HOUSTON	TX	77030	870721923	501(C)(3)	$2,387,072	PROGRAM SUPPORT
THE RECTOR AND VISITORS OF THE UNIVERSITY OF VIRGINIA
OFFICE OF SPONSORED PROGRAMS PO BOX	CHARLOTTESVILLE	VA	22904	546001796	501(C)(3)	$449,165	PROGRAM SUPPORT	400195
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS
1850 RESEARCH PARK DRIVE SUITE 300	DAVIS	CA	95618	946036494	501(C)(3)	$10,000	PROGRAM SUPPORT
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA IRVINE
141 INNOVATION SUITE 250	IRVINE	CA	92697	952226406	501(C)(3)	$512,438	PROGRAM SUPPORT
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES
10889 WILSHIRE BOULEVARD SUITE 700	LOS ANGELES	CA	90095	956006143	501(C)(3)	$223,867	PROGRAM SUPPORT
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DRIVE	LA JOLLA	CA	92093	956006144	501(C)(3)	$180,030	PROGRAM SUPPORT
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO
3333 CALIFORNIA STREET SUITE 315	SAN FRANCISCO	CA	94118	946036493	501(C)(3)	$5,305,224	PROGRAM SUPPORT
THE REGENTS OF THE UNIVERSITY OF MICHIGAN
3003 S STATE STREET	ANN ARBOR	MI	48109	386006309	501(C)(3)	$593,895	PROGRAM SUPPORT
THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREET 5TH FLOOR	PHILADELPHIA	PA	19104	231352685	501(C)(3)	$524,395	PROGRAM SUPPORT
THE UNIVERSITY OF CHICAGO
6054 S DREXEL AVENUE SUITE 300	CHICAGO	IL	60637	362177139	501(C)(3)	$150,000	PROGRAM SUPPORT
THE UNIVERSITY OF IOWA
2 GILMORE HALL	IOWA CITY	IA	52242	426004813	501(C)(3)	$300,000	PROGRAM SUPPORT
THE UNIVERSITY OF TENNESSEE HEALTH SCIENCE CENTER
62 S DUNLAP SUITE 300	MEMPHIS	TN	38163	626001636	501(C)(3)	$149,991	PROGRAM SUPPORT
THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON
7000 FANNIN UCT 1006	HOUSTON	TX	77030	741761309	501(C)(3)	$374,594	PROGRAM SUPPORT
THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO
7703 FLOYD CURL DRIVE	SAN ANTONIO	TX	78229	741586031	501(C)(3)	$322,065	PROGRAM SUPPORT
THE UNIVERSITY OF TEXAS MEDICAL BRANCH AT GALVESTON
301 UNIVERSITY BOULEVARD	GALVESTON	TX	77555	746000949	501(C)(3)	$140,000	PROGRAM SUPPORT
UNIVERSITY OF ALABAMA AT BIRMINGHAM
1720 2ND AVENUE SOUTH	BIRMINGHAM	AL	35294	636005396	501(C)(3)	$324,997	PROGRAM SUPPORT
UNIVERSITY OF ARIZONA
P O BOX 210158 ROOM 510	TUCSON	AZ	85719	742652689	501(C)(3)	$174,843	PROGRAM SUPPORT
UNIVERSITY OF CINCINNATI
51 GOODMAN DRIVE	CINCINNATI	OH	45221	316000989	501(C)(3)	$150,000	PROGRAM SUPPORT
UNIVERSITY OF CONNECTICUT HEALTH CENTER
263 FARMINGTON AVENUE	FARMINGTON	CT	06030	521725543	501(C)(3)	$50,000	PROGRAM SUPPORT
UNIVERSITY OF FLORIDA
207 GRINTER HALL	GAINESVILLE	FL	32611	596002052	501(C)(3)	$270,000	PROGRAM SUPPORT
UNIVERSITY OF HOUSTON
4302 UNIVERSITY DRIVE	HOUSTON	TX	77204	746001399	501(C)(3)	$50,000	PROGRAM SUPPORT
UNIVERSITY OF MARYLAND BALTIMORE
620 W LEXINGTON STREET 4TH FLOOR	BALTIMORE	MD	21201	526002033	501(C)(3)	$149,907	PROGRAM SUPPORT
UNIVERSITY OF MIAMI
1320 SOUTH DIXIE HIGHWAY STE 650	CORAL GABLES	FL	33146	590624458	501(C)(3)	$150,000	PROGRAM SUPPORT
UNIVERSITY OF MISSISSIPPI MEDICAL CENTER
2500 NORTH STATE STREET	JACKSON	MS	39216	646008520	501(C)(3)	$150,000	PROGRAM SUPPORT
UNIVERSITY OF NORTH DAKOTA
264 CENTENNIAL DR	GRAND FORKS	ND	58202	456002491	501(C)(3)	$175,000	PROGRAM SUPPORT
UNIVERSITY OF ROCHESTER
518 HYLAN BLDG BOX 270140	ROCHESTER	NY	14627	160743209	501(C)(3)	$175,000	PROGRAM SUPPORT
UNIVERSITY OF SOUTH FLORIDA
4019 E FOWLER AVE SUITE 100	TAMPA	FL	33617	593102112	501(C)(3)	$41,209	PROGRAM SUPPORT
UNIVERSITY OF SOUTHERN CALIFORNIA
3720 S FLOWER STREET 3RD FLOOR	LOS ANGELES	CA	90089	951642394	501(C)(3)	$3,298,433	PROGRAM SUPPORT
UNIVERSITY OF UTAH
75 S 2000	SALT LAKE CITY	UT	84112	876000525	501(C)(3)	$150,000	PROGRAM SUPPORT
UNIVERSITY OF WISCONSIN-MADISON
21 NORTH PARK STREET SUITE 6401	MADISON	WI	53715	396006492	501(C)(3)	$44,019	PROGRAM SUPPORT
VANDERBILT UNIVERSITY MEDICAL CENTER
3319 WEST END AVE STE 970	NASHVILLE	TN	37203	352528741	501(C)(3)	$149,899	PROGRAM SUPPORT
WAKE FOREST UNIVERSITY HEALTH SCIENCES
MEDICAL CENTER BLVD	WINSTONSALEM	NC	27157	223849199	501(C)(3)	$4,518,811	PROGRAM SUPPORT
WASHINGTON STATE UNIVERSITY
280 LIGHTY	PULLMAN	WA	99164	916001108	501(C)(3)	$173,906	PROGRAM SUPPORT
WASHINGTON UNIVERSITY IN STLOUIS
ONE BROOKING DRIVE	ST LOUIS	MO	63130	430653611	501(C)(3)	$2,703,410	PROGRAM SUPPORT
WAYNE STATE UNIVERSITY
5057 WOODWARD STE 13202	DETROIT	MI	48202	386028429	501(C)(3)	$175,000	PROGRAM SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	76	Total501c3OrgCnt
Total Other Org	2	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	PROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE THE UNITED STATES. THE OVER-SIGHT OF THE SCIENTIFIC INTEGRITY OF THE ALZHEIMER'S ASSOCIATION INTERNATIONAL RESEARCH GRANT PROGRAM IS THREE-FOLD. FIRST, THE ALZHEIMER'S ASSOCIATION MEDICAL & SCIENTIFIC RELATIONS DIVISION ENSURES PEER-REVIEW AND HIGH QUALITY OF FUNDED AWARDS DURING THE GRANT REVIEW PROCESS, IN CONSULTATION WITH THE VOLUNTARY MEDICAL & SCIENTIFIC ADVISORY GROUP (MSAG) AND THE ALZHEIMER'S ASSOCIATION INTERNATIONAL RESEARCH GRANT PROGRAM (IRGP) COUNCIL. THE ASSOCIATION, WITH INPUT FROM THE IRGP COUNCIL, DEVELOPS FOCUSED REQUESTS FOR APPLICATIONS (RFAS) BASED ON IDENTIFIED NEEDS IN THE ALZHEIMER'S AND ALL DEMENTIA RESEARCH COMMUNITY. SECOND, THE ALZHEIMER'S ASSOCIATION IS ENGAGED IN A CONTINUOUS PORTFOLIO REVIEW OF SCIENTIFIC AREAS OF INVESTMENT TO MONITOR THE DIVERSITY OF THE GRANTS PORTFOLIO, POTENTIAL GAPS IN RESEARCH FUNDING, AND POTENTIAL OVERLAP OF AREAS FUNDED. THE REVIEW INFORMS FUTURE FUNDING OPPORTUNITIES, STRATEGIC ACTIVITIES, AND AREAS OF FUTURE-RFA FOCUS. THIRD, THERE IS A DETAILED PROCESS ONCE A GRANT IS AWARDED TO MONITOR PROGRAM, 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 AND, IN SOME CASES, BI-ANNUAL OR QUARTERLY REPORTING TO THE ALZHEIMER'S ASSOCIATION ON BOTH THE STATUS OF THE RESEARCH PROJECT AND FINANCIAL EXPENDITURES ASSOCIATED WITH THE AWARD. SEVERAL PROGRAMS ARE LEVERAGED FUNDING OPPORTUNITIES WITH PARTNER ORGANIZATIONS. THESE RESEARCH PROJECTS AND FINANCIAL EXPENDITURE REPORTS ARE SHARED BETWEEN THE PARTNER ORGANIZATION(S). SIXTY DAYS PRIOR TO THE ANNIVERSARY OF THE AWARD START DATE, AN ALZHEIMER'S ASSOCIATION GRANTS STAFF TEAM MEMBER 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, INTERIM FINANCIAL REPORT, DOCUMENTATION OF ANY PUBLICATIONS AS A RESULT OF ASSOCIATION FUNDING, AND ANNUAL VERIFICATION, AS APPLICABLE, OF REQUIRED ETHICAL (ANIMAL AND HUMAN) APPROVALS. 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.COM/. 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 GRANTS STAFF TEAM MEMBER FOR ACCURACY AND CONSISTENCY WITH THE AGREED UPON BUDGET. ANY SIGNIFICANT VARIANCE IN EXPENDITURES TO THE APPROVED BUDGET ALSO REQUIRES A VARIANCE REPORT TO OUTLINE THESE DEVIATIONS IN EXPENSES. IN ADDITION, THE ASSOCIATION REQUIRES PROTOCOL CONTINUATION APPROVAL (I.E., INSTITUTIONAL ANIMAL CARE AND USE COMMITTEE (IACUC), INSTITUTIONAL REVIEW BOARD (IRB), RECOMBINANT RDNA PROTOCOL (RRDNA) ANNUALLY, IF APPLICABLE FOR THE RESEARCH PROJECT. ANY SUBSEQUENT PAYMENTS TO GRANT AWARDEES ARE GENERATED AFTER THE RECEIPT OF THESE DOCUMENTS AND ULTIMATELY APPROVAL BY THE CHIEF SCIENCE OFFICER, MEDICAL AND SCIENTIFIC RELATIONS TO FORWARD TO FINANCE FOR REVIEW AND PAYMENT. AT THE CONCLUSION OF THE AWARD, ALL REPORTS/PUBLICATION(S) ARE DUE 90 DAYS AFTER THE AWARD EXPIRES AND MUST BE UPLOADED TO THE PROPOSALCENTRAL ONLINE SYSTEM. THE FINANCIAL REPORT MUST BE SIGNED BY THE INSTITUTIONAL OFFICIAL WHO HAS FISCAL RESPONSIBILITY FOR THE AWARD. PUBLICATION(S) AS ACCEPTED ARE UPLOADED TO PROPOSALCENTRAL DURING AND AFTER THE DURATION OF THE GRANT. IT IS EXPECTED THAT AWARDEES WILL CONTINUE TO MAINTAIN RECORDS OF ANY PUBLICATION(S) ACKNOWLEDGING THE ALZHEIMER'S ASSOCIATION. DATA GENERATED AS A RESULT OF ALZHEIMER'S ASSOCIATION FUNDED WORK IS SUBJECT TO DATA SHARING, AS A CONDITION OF AWARD. DATA AND OTHER OUTPUTS OF THE PROJECT ARE SUBJECTED TO THIS POLICY FOR QUICK, REASONABLE SUBMISSIONS FOR COMPLETED WORK. FURTHER, AWARDEES AGREE TO SUBMIT/SHARE DATA, AS APPLICABLE, THROUGH THE GLOBAL ALZHEIMER'S ASSOCIATION INTERACTIVE NETWORK (GAAIN), A GLOBAL INFRASTRUCTURE CONNECTING RESEARCH STUDIES FROM AROUND THE WORLD THROUGH ONE PORTAL WHERE DATA CAN BE INTERROGATED IN AGGREGATE FOR ANALYSIS USING A VIRTUAL MACHINE. GAAIN IS WHOLLY FUNDED BY THE ALZHEIMER'S ASSOCIATION. IN ADDITION, THE ASSOCIATION REQUESTS, MONITORS, AND FOLLOWS-UP TO ENSURE SUBMISSION COMPLIANCE ON ALL AWARDED GRANTS AND THAT FINANCIAL REPORTING REQUIREMENTS ARE MET. AWARDEES' FINANCIAL REPORTS ARE REVIEWED ANNUALLY OR BASED ON THEIR SCHEDULED REPORTING REQUIREMENTS 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 ABOVE USD $75 MUST BE RETURNED TO THE ALZHEIMER'S ASSOCIATION. FOR-PROFIT ORGANIZATIONS ARE NOT ELIGIBLE TO APPLY TO THE ALZHEIMER'S ASSOCIATION'S INTERNATIONAL RESEARCH GRANT PROGRAM, WITH THE EXCEPTION OF THE PART THE CLOUD (PTC) TRANSLATIONAL RESEARCH GRANT, ALZHEIMER'S INNOVATION AWARD (AIA) AND CERTAIN PARTNERSHIP PROGRAMS, INCLUDING BUT NOT LIMITED TO BIOMARKERS ACROSS NEURODEGENERATIVE DISEASES (BAND) AND TAU PIPELINE ENABLING PROGRAM (T-PEP). ELIGIBILITY OF ORGANIZATIONS APPLICABLE FOR A PROGRAM ARE DETAILED IN THE SPECIFIC PROGRAM'S RFA. FOR THE PART THE CLOUD TRANSLATIONAL RESEARCH (PTC) GRANT PROGRAM AND OTHER PROGRAMS WITH FOR-PROFIT AWARDEES, ANY FOR-PROFIT APPLICANT IS REQUIRED TO SUBMIT THE ORGANIZATION'S FINANCIAL STATEMENTS IN ADDITION TO THE W-9 OR W-8BEN FORM. AS PART OF THE APPLICATION PROCESS, APPLICANTS ARE REQUIRED TO UPLOAD A W-9 FORM THAT HAS BEEN DATED AND SIGNED BY AN AUTHORIZED SIGNING OFFICIAL. THIS FORM VERIFIES THAT AN INSTITUTION OR ORGANIZATION IS DESIGNATED AS A 501(C)(3) OR OTHER NON-PROFIT ENTITY. FOR PROFIT ORGANIZATIONS MUST SUBMIT DOCUMENTATION OF NET ASSETS AND ANNUAL EARNINGS, IN ADDITION TO THE W-9 OR W-8BEN FORM FOR CONSIDERATION. THESE FORMS ARE UPLOADED WITHIN THEIR SUBMITTED APPLICATION TO PROPOSALCENTRAL. AFTER RECEIPT, THESE FORMS ARE REVIEWED BY AN ALZHEIMER'S ASSOCIATION GRANTS STAFF TEAM MEMBER. FOLLOWING REVIEW BY A GRANTS STAFF TEAM MEMBER, APPLICATIONS ARE THEN MOVED FORWARD TO PEER-REVIEW. IF AWARDED, THE ALZHEIMER'S ASSOCIATION GRANTS STAFF TEAM MEMBER INCLUDES THE APPROPRIATE FORMS IN PAYMENT REQUESTS FOR GRANT FUNDING PAYMENTS. PRIOR TO AWARD CONFIRMATION, THE MEDICAL AND SCIENTIFIC RELATIONS DIVISION VERIFIES THAT EACH INSTITUTION IS COMPLIANT WITH THE U.S. PATRIOT ACT AND DOES NOT APPEAR ON THE SPECIALLY DESIGNATED NATIONALS (SDN) LISTS. PRIOR TO PAYMENT, EACH FUNDED ALZHEIMER'S ASSOCIATION GRANT AWARDEE (I.E. THE INSTITUTION) IS VERIFIED FOR COMPLIANCE WITH THE U.S. PATRIOT ACT. THE GRANTS STAFF TEAM MEMBER CONFIRMS ELIGIBILITY AND PROVIDES THIS DOCUMENTATION TO THE GRANT ONLINE FILE AT PROPOSALCENTRAL PRIOR TO PAYMENT BEING SENT TO THE AWARDEE. IN THE EVENT THAT A POSITIVE MATCH TO ONE OF THE SDN LISTS IS FOUND BY THE ASSOCIATION, IT WOULD IMMEDIATELY BE REPORTED TO THE ALZHEIMER'S ASSOCIATION LEGAL DEPARTMENT FOR APPROPRIATE HANDLING AND FOLLOW-UP. FOR TRANSACTIONS UNRELATED TO THE INTERNATIONAL RESEARCH GRANT PROGRAM IN THE MEDICAL AND SCIENTIFIC DEPARTMENT, THE SAME FINANCIAL DOCUMENTATION IS REVIEWED. THE ALZHEIMER'S ASSOCIATION MONITORS THE SCIENTIFIC ADVANCES OF THE ASSOCIATION'S GRANT AWARDEES BY MAINTAINING RECORDS OF PUBLICATIONS, PRESENTATIONS, AND INTELLECTUAL PROPERTY THAT RESULT FROM FUNDED STUDIES. THE ASSOCIATION REQUIRES THE GRANT RECIPIENT TO NOTIFY THE ALZHEIMER'S ASSOCIATION ON AN ANNUAL BASIS WITH UPDATES TO THESE RECORDS. FOLLOW-ON FUNDING FROM FEDERAL AGENCIES IS ALSO MONITORED. THE ALZHEIMER'S ASSOCIATION GRANTED FUNDS TO ALZHEIMER'S IMPACT MOVEMENT (AIM) FOR PUBLIC POLICY DIVISION ACTIVITIES IN FISCAL YEAR 2021 TO SUPPORT PRIORITIES IDENTIFIED IN THE ALZHEIMER'S ASSOCIATION'S STRATEGIC PLAN. THIS GRANT IS RESTRICTED TO THE FOLLOWING 501(C)(3) ACTIVITIES AND THE ANCILLARY ACTIVITIES NECESSARY TO ACCOMPLISH SPECIFIC GOALS INCLUDING: IMPLEMENTATION OF THE NATIONAL ALZHEIMER'S PROJECT ACT (RECOGNIZING THIS GROWING ALZHEIMER'S CRISIS, CONGRESS UNANIMOUSLY PASSED AND THE PRESIDENT SIGNED INTO LAW THE NATIONAL ALZHEIMER'S PROJECT ACT -NAPA); INCREASING THE COMMITMENT TO ALZHEIMER'S RESEARCH; EXPANDING EDUCATION EFFORTS AND CAREGIVER SUPPORT SERVICES; EXPANDING DIAGNOSIS AND PLANNING. THESE ARE NAMES THAT ARE TRADEMARKS TO ALZHEIMER'S ASSOCIATION.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	Yes (X)	TravelForCompanionsInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
HARRY JOHNS
PRESIDENT & CEO	$410,098	$3,144	$394,000	$0	$1,518	$0	$184,459	$0	$26,787	$0	$1,016,862	$3,144	$0	$0
DONNA MCCULLOUGH
CHIEF FIELD & DEVELOP. OFFICER	$456,921	$0	$142,500	$0	$101,613	$0	$45,921	$0	$12,773	$0	$759,728	$0	$100,000	$0
KATHERINE JOANNE PIKE
CHIEF STRATEGY OFFICER	$469,291	$223	$150,000	$0	$1,511	$0	$59,755	$0	$34,389	$0	$714,946	$223	$0	$0
RICHARD HOVLAND
COO & ASST. TREAS.	$455,632	$902	$141,120	$0	$3,652	$0	$62,228	$0	$29,862	$0	$692,494	$902	$0	$0
MARIA CARRILLO
CHIEF SCIENCE OFFICER	$416,519	$0	$126,315	$0	$823	$0	$58,814	$0	$35,804	$0	$638,275	$0	$0	$0
ROBERT EGGE
CHIEF PUBLIC POLICY OFFICER	$398,447	$8,171	$126,315	$0	$809	$0	$54,726	$0	$35,198	$0	$615,495	$8,171	$0	$0
GLENDA BERRY
WEST AREA LEADER	$357,490	$0	$111,150	$0	$2,307	$0	$51,712	$0	$24,654	$0	$547,313	$0	$0	$0
KENANN CASSIDY
EAST AREA LEADER	$359,708	$0	$111,150	$0	$3,464	$0	$51,712	$0	$16,269	$0	$542,303	$0	$0	$0
MICHELLE HELTON
CHIEF FINANCIAL OFFICER	$292,982	$0	$69,460	$0	$1,694	$0	$27,364	$0	$37,383	$0	$428,883	$0	$0	$0
CHRISTINE FOH
ASST. SECY. & VP LEGAL & GC	$236,999	$305	$35,816	$0	$2,033	$0	$26,855	$0	$9,602	$0	$311,305	$305	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 1A

TRAVEL FOR COMPANIONS AT TIMES A BOARD MEMBER WITH EARLY ONSET ALZHEIMER'S DISEASE MAY REQUIRE A COMPANION TO ACCOMPANY HIM OR HER ON BUSINESS TRAVEL FOR SAFETY REASONS. SINCE HIS OR HER INVOLVEMENT IN THE MEETINGS IS CRITICAL TO REPRESENTING KEY CONSTITUENTS AND APPROPRIATELY FULFILLING THE MISSION OF THE ALZHEIMER'S ASSOCIATION, THE EXPENSES OF COMPANION TRAVEL ARE REIMBURSED.

PART I, LINE 4

SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN THERE WERE NO ADDITIONAL AMOUNTS ACCRUED OR REPORTED FOR HARRY JOHNS OR RICHARD HOVLAND RELATED TO A 457(B) PLAN IN CALENDAR YEAR 2020. PART II, COLUMN (B) (I): CEO SALARY REDUCTION THE BASE COMPENSATION REPORTED FOR MR. JOHNS (PRESIDENT AND CEO) REFLECTS A ONE-TIME SUBSTANTIAL REDUCTION REQUESTED BY MR. JOHNS, AND APPROVED BY THE BOARD, DURING THE FIRST SEVERAL MONTHS OF THE COVID-19 CRISIS IN 2020. WHEN MR. JOHNS' REGULAR RATE OF BASE COMPENSATION WAS RESTORED SEVERAL MONTHS LATER, THE VOLUNTARY SALARY REDUCTION AMOUNT WAS NOT REPAID. PART II, COLUMN (B) (II): SUPPLEMENTAL COMPENSATION INFORMATION: BONUS AND INCENTIVE COMPENSATION HARRY JOHNS RECEIVED PERFORMANCE BASED INCENTIVE COMPENSATION OF $394,000 BASED ON HIS SUCCESSFUL ACHIEVEMENT OF SPECIFIC GOALS, WHICH WERE DEVELOPED, REVIEWED, AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS IN CONSULTATION WITH THE BOARD'S INDEPENDENT THIRD-PARTY COMPENSATION CONSULTANTS. THIS PERFORMANCE BASED INCENTIVE COMPENSATION WAS EARNED FOR PERFORMANCE IN FISCAL YEAR 2020 AND WAS PAID IN CALENDAR YEAR 2020. RICHARD HOVLAND, JOANNE PIKE, DONNA MCCULLOUGH, ROBERT EGGE, MARIA CARRILLO, GLENDA BERRY, KENANN CASSIDY, MICHELLE HELTON AND CHRISTINE FOH RECEIVED PERFORMANCE BASED INCENTIVES EARNED IN FISCAL YEAR 2020 AND PAID IN CALENDAR YEAR 2020. PART II, COLUMN (B) (III): SUPPLEMENTAL COMPENSATION INFORMATION: OTHER REPORTABLE COMPENSATION DONNA MCCULLOUGH'S OTHER REPORTABLE COMPENSATION INCLUDES A RETENTION INCENTIVE ACCRUAL OF $100,000 WHICH WAS PAID IN CALENDAR YEAR 2020 AND WAS TIED TO SPECIFIC MULTI-YEAR VESTING REQUIREMENTS THROUGH JANUARY 31, 2020, PAYABLE IN 2020. THE RETENTION PAYMENT WAS MADE IN CALENDAR YEAR 2020. HARRY JOHNS AND RICHARD HOVLAND RECEIVE A BASIC LIFE INSURANCE BENEFIT OF ONE TIMES THE ANNUAL SALARY. THE AMOUNT REPRESENTED IN THIS SECTION IS IMPUTED INCOME FOR THE GROUP TERM LIFE BENEFIT. JOANNE PIKE, DONNA MCCULLOUGH, ROBERT EGGE, MARIA CARRILLO, GLENDA BERRY, KENANN CASSIDY, MICHELLE HELTON AND CHRISTINE FOH ALSO RECEIVE THE LIFE INSURANCE BENEFIT. HARRY JOHNS, RICHARD HOVLAND, JOANNE PIKE, KENANN CASSIDY, AND CHRISTINE FOH HAVE ADDITIONAL IMPUTED INCOME FOR VOLUNTARY ELECTIONS UNDER THE GROUP DISABILITY PLAN. PART II, COLUMN (C): SUPPLEMENTAL COMPENSATION INFORMATION: RETIREMENT AND OTHER DEFERRED COMPENSATION HARRY JOHNS - RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES EMPLOYER CONTRIBUTIONS TO A QUALIFIED BROAD-BASED 401(K) RETIREMENT PLAN - $24,459. RICHARD HOVLAND - RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES EMPLOYER CONTRIBUTIONS TO A QUALIFIED 401(K) RETIREMENT PLAN - $24,728. JOANNE PIKE, DONNA MCCULLOUGH, ROBERT EGGE, MARIA CARRILLO, GLENDA BERRY, KENANN CASSIDY, MICHELLE HELTON AND CHRISTINE FOH - RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES EMPLOYER CONTRIBUTIONS TO A QUALIFIED 401(K) RETIREMENT PLAN. PART II, COLUMN (D): SUPPLEMENTAL COMPENSATION INFORMATION: NONTAXABLE BENEFITS HARRY JOHNS - NON-TAXABLE BENEFITS OF $26,787 INCLUDE EMPLOYER CONTRIBUTIONS TO MEDICAL, DENTAL, BASIC LIFE INSURANCE, SHORT AND LONG-TERM DISABILITY, AND LONG-TERM CARE INSURANCE BASED ON HIS PERSONAL ELECTIONS FOR CALENDAR YEAR 2020 THROUGH THE BENEFIT OFFERINGS AVAILABLE TO ALL OTHER BENEFITS-ELIGIBLE EMPLOYEES AT OUR ORGANIZATION. THE AMOUNTS REPRESENTED FOR RICHARD HOVLAND, JOANNE PIKE, DONNA MCCULLOUGH, ROBERT EGGE, MARIA CARRILLO, GLENDA BERRY, KENANN CASSIDY, MICHELLE HELTON AND CHRISTINE FOH REPRESENT COMPANY CONTRIBUTIONS TO THE MEDICAL, DENTAL, BASIC LIFE INSURANCE, SHORT AND LONG-TERM DISABILITY, AND LONG-TERM CARE INSURANCE BASED ON INDIVIDUAL ELECTIONS.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	904	ContributionCnt
Noncash Contributions Rpt F990	$6,932,028	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	NON GALA-RLTD	72	$444,676	FMV
Yes (X)	FUNDRAISING	26	$191,622	FMV
Yes (X)	GALA-RELATED	44	$158,765	FMV
Yes (X)	RAFFLE	3	$8,150	FMV

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (1)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 25 AND LINE 32B:	FormAndLineReferenceDesc
Explanation	THIRD PARTY ASSISTANCE OF NONCASH CONTRIBUTIONS 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 RECEIVES DIRECTLY, SELLS AND REMITS PROCEEDS FROM AUTOMOBILE SALES. PART I, COLUMN B: ALZHEIMER'S ASSOCIATION IS REPORTING THE DOLLAR AMOUNT OF NONCASH CONTRIBUTIONS AS WELL AS THE NUMBER OF ITEMS RECEIVED.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE I, DESCRIPTION OF ORGANIZATION MISSION:	(MISSION CONTINUED) THE ALZHEIMER'S ASSOCIATION LEADS THE WAY TO END ALZHEIMER'S AND ALL OTHER DEMENTIA - BY ACCELERATING GLOBAL RESEARCH, DRIVING RISK REDUCTION AND EARLY DETECTION, AND MAXIMIZING QUALITY CARE AND SUPPORT. THE VISION OF THE ALZHEIMER'S ASSOCIATION IS A WORLD WITHOUT ALZHEIMER'S AND ALL OTHER DEMENTIA. THE ALZHEIMER'S ASSOCIATION IS A VALUED RESOURCE FOR CAREGIVERS AND THOSE LIVING WITH THE DISEASE, OFFERING INFORMATION, EDUCATION AND SUPPORT. APPROXIMATELY 200 OFFICES ACROSS THE U.S. ARE DOING BUSINESS AS THE ALZHEIMER'S ASSOCIATION AND VARIOUS NAMES AS A COLLECTION OF 75 CHAPTERS WORKING TO ACCOMPLISH THE MISSION. THE ORGANIZATION IS HEADQUARTERED IN CHICAGO, AND HAS A PUBLIC POLICY OFFICE IN WASHINGTON, D.C. THE ALZHEIMER'S ASSOCIATION PROVIDES 24/7 CONSTITUENT SUPPORT IN OVER 170 LANGUAGES THROUGH THE USE OF A PROFESSIONAL LANGUAGE LINE 365 DAYS A YEAR (1-800-272-3900) AS WELL AS ON OUR WEBSITE, ALZ.ORG. AS THE LEADING VOLUNTARY HEALTH ORGANIZATION IN CARE, SUPPORT AND RESEARCH, SINCE AWARDING THE FIRST GRANTS IN 1982, THE ASSOCIATION HAS COMMITTED MORE THAN $475 MILLION TO MORE THAN 3,000 BEST-OF-FIELD GRANTS. AS A LEADER IN THE FIELD, THE ALZHEIMER'S ASSOCIATION FOSTERS COLLABORATION OF THE SCIENTIFIC COMMUNITY BY HOSTING THE LARGEST INTERNATIONAL CONFERENCE FOCUSING ON ALZHEIMER'S DISEASE RESEARCH IN THE WORLD. IN ADDITION, THE ALZHEIMER'S ASSOCIATION ADVOCATES FOR THE NEEDS AND RIGHTS OF PEOPLE WITH ALZHEIMER'S, THEIR FAMILIES AND CAREGIVERS, SPEAKING UP TO HELP ENCOURAGE CONGRESS TO TAKE ACTION IN THE FIGHT AGAINST THIS DISEASE, (INCLUDING THROUGH AN ANNUAL ADVOCACY FORUM IN WASHINGTON, D.C.) AND LEADS ADVOCACY EFFORTS IN EVERY STATE. CONCERN ABOUT ALZHEIMER'S DISEASE AND AWARENESS ABOUT THE ASSOCIATION ARE CRITICAL TO ACCELERATING PROGRESS. THE ALZHEIMER'S ASSOCIATION STRIVES TO MAKE MORE PEOPLE AWARE OF THE SERVICES AVAILABLE FOR THOSE FACING THIS DISEASE AND THE BENEFITS OF EARLY DETECTION. (MORE THAN 5 MILLION ALZHEIMER'S ASSOCIATION CONSTITUENTS HAVE SIGNED UP TO EDUCATE, ADVOCATE, DONATE, AND PARTICIPATE TO MOVE THIS CAUSE FORWARD). A DONOR-SUPPORTED ORGANIZATION, THE ALZHEIMER'S ASSOCIATION ALLOCATES ITS FUNDS IN AN ETHICAL AND RESPONSIBLE MANNER THAT EXCEEDS THE RIGOROUS STANDARDS OF AMERICA'S MOST EXPERIENCED CHARITY EVALUATOR, THE BETTER BUSINESS BUREAU WISE GIVING ALLIANCE. THE ASSOCIATION IS QUALIFIED TO USE THE "BBB TORCH LOGO AND A NATIONAL CHARITY SEAL ("SEAL"). THESE ARE NAMES THAT ARE TRADEMARKS TO ALZHEIMER'S ASSOCIATION.
FORM 990, PART III, LINE 4A, PROGRAM SERVICES:	CONCERN AND AWARENESS - ALZHEIMER'S IS A PROGRESSIVE, DEGENERATIVE AND ULTIMATELY FATAL DISEASE. TOO FEW AMERICANS UNDERSTAND THE CURRENT AND FUTURE ECONOMIC IMPACT OF ALZHEIMER'S. ALREADY MORE THAN 6 MILLION AMERICANS ARE LIVING WITH ALZHEIMER'S AND OVER 11 MILLION PEOPLE ARE PROVIDING UP TO 15.3 BILLION HOURS OF UNPAID CARE AND SUPPORT. AND THIS MASSIVE GROUP IS IN NEED OF INFORMATION AND RESOURCES. 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 COMMUNICATING OUR ROLE AS LEADERS OF THE CAUSE. KEY MESSAGES INCLUDE THE IMPORTANCE OF EARLY DETECTION, RESOURCES FOR PEOPLE WITH ALZHEIMER'S AND THEIR FAMILIES, AND THE SOCIETAL IMPACT OF THE DISEASE. MILLIONS OF CONSTITUENTS PARTICIPATED IN OUR PROGRAMS IN LOCAL COMMUNITIES AND ON-LINE.
FORM 990, PART III, LINE 4B, PROGRAM SERVICES:	RESEARCH - THE ALZHEIMER'S ASSOCIATION IS ON THE FOREFRONT OF THE ALZHEIMER'S SCIENTIFIC FIELD, GLOBALLY CONNECTING RESEARCHERS IN THE QUEST TO FIND METHODS OF TREATMENT, PREVENTION AND A CURE. THE ALZHEIMER'S ASSOCIATION IMPLEMENTS AN AGGRESSIVE GLOBAL RESEARCH AND SCIENCE PROGRAM STRATEGICALLY DESIGNED TO ACCELERATE PROGRESS BY FOSTERING INNOVATION, IDENTIFYING AND CLOSING CRITICAL KNOWLEDGE GAPS, DEVELOPING AND DISSEMINATING TOOLS, AND NURTURING SCIENTIFIC 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 ENDEAVORS LIKE THE WORLDWIDE ALZHEIMER'S DISEASE NEUROIMAGING INITIATIVE (WW-ADNI) TO ACCELERATE ADVANCES IN IMAGING, THE ALZHEIMER'S ASSOCIATION SEEKS TO FUND AND ADVANCE BEST-IN-CLASS RESEARCH AND WORKS WITH COLLABORATORS AROUND THE GLOBE FROM ALL SECTORS TO HASTEN THIS PROGRESS. THESE ARE NAMES THAT ARE TRADEMARKS TO ALZHEIMER'S ASSOCIATION.
FORM 990, PART VI, SECTION A, LINE 1	GOVERNING BODY: 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 VII OF THE ORGANIZATIONAL BYLAWS. THE FOLLOWING EXCERPT FROM THE ASSOCIATION'S BYLAWS DISCUSS COMMITTEES OF THE BOARD OF DIRECTORS. COMMITTEES OF DIRECTORS: ALL COMMITTEE MEETINGS SHALL BE OPEN TO ATTENDANCE BY ALL DIRECTORS EXCEPT IN EXECUTIVE SESSION. ONLY COMMITTEE MEMBERS MAY VOTE ON COMMITTEE MATTERS. THE BOARD OF DIRECTORS SHALL HAVE THE FOLLOWING STANDING COMMITTEES: EXECUTIVE, FINANCE, GOVERNANCE AND NOMINATING, COMPENSATION, AUDIT AND MISSION OUTCOMES. EXECUTIVE COMMITTEE: THE EXECUTIVE COMMITTEE SHALL MANAGE THE BUSINESS AND PROPERTY OF THE ASSOCIATION IN BETWEEN MEETINGS OF THE BOARD OF DIRECTORS; PROVIDED, THAT THE EXECUTIVE COMMITTEE SHALL NOT TAKE ANY ACTION WHICH IS CONTRARY TO POLICIES OF THE ASSOCIATION AS ADOPTED BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL HAVE SUCH ADDITIONAL POWERS AS MAY BE PROVIDED BY LAW OR RESOLUTION OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL REPORT TO THE BOARD OF DIRECTORS AT EACH MEETING OF THE BOARD OF DIRECTORS AND REPORT EXECUTIVE COMMITTEE ACTIONS IN A TIMELY MANNER IN BETWEEN BOARD OF DIRECTORS MEETINGS. AT EACH OF ITS ANNUAL MEETINGS, THE BOARD OF DIRECTORS BY DULY ADOPTED RESOLUTION SHALL ELECT AN EXECUTIVE COMMITTEE CONSISTING OF NO FEWER THAN SEVEN NOR MORE THAN FIFTEEN DIRECTORS. THE CHAIR, CHAIR ELECT, VICE CHAIRS, SECRETARY, TREASURER, CHAIRS OF THE STANDING COMMITTEES, AND THE CHAIR OF THE MEDICAL AND SCIENTIFIC ADVISORY GROUP, 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 (OR AT LEAST 48 HOURS IN THE CASE OF TELEPHONIC MEETINGS) 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. THE FINANCE COMMITTEE SHALL OVERSEE AND MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS WITH RESPECT TO THE FINANCIAL OPERATION OF ALZHEIMER'S ASSOCIATION 401(K) SAVINGS PLAN AND THE APPOINTMENT OF FIDUCIARIES WITH RESPECT THERETO. 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 NO FEWER THAN SEVEN 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 HONORARY DIRECTOR AND ANY ADVISORY OR HONORARY COUNCILS, GROUPS OR COMMITTEES AND APPROVE THE CANDIDATES FOR MEDICAL AND SCIENTIFIC ADVISORY GROUP MEMBERSHIP. THE GOVERNANCE AND NOMINATING COMMITTEE ALSO SHALL PROVIDE INPUT TO THE CHAIR ON THE SELECTION OF VICE CHAIRS AND COMMITTEE CHAIRS. COMPENSATION COMMITTEE: THE COMPENSATION COMMITTEE SHALL BE RESPONSIBLE FOR REVIEWING AND APPROVING, SUBJECT TO FURTHER AND FINAL APPROVAL BY THE BOARD OF DIRECTORS, ALL FORMS OF COMPENSATION AND BENEFITS FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. THE COMPENSATION COMMITTEE SHALL CONDUCT ITS REVIEW AND APPROVAL OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER'S TOTAL COMPENSATION AND BENEFITS IN A MANNER INTENDED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED ("SECTION 4958"). THE COMPENSATION COMMITTEE ALSO SHALL BE RESPONSIBLE FOR REVIEWING AND APPROVING APPROPRIATE MARKET DATA, TO BE USED BY THE PRESIDENT AND CHIEF EXECUTIVE OFFICER TO SET OR ADJUST COMPENSATION OF ANY OTHER EXECUTIVE-LEVEL EMPLOYEE WHO COULD BE CONSIDERED TO BE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE ASSOCIATION WITHIN THE MEANING OF SECTION 4958. THE COMPENSATION COMMITTEE ALSO SHALL BE RESPONSIBLE FOR OVERSIGHT OF EXECUTIVE-LEVEL BENEFITS AND SUCCESSION PLANNING FOR KEY POSITIONS IN THE ASSOCIATION. AUDIT COMMITTEE: THE AUDIT COMMITTEE SHALL BE RESPONSIBLE FOR RECOMMENDING AN AUDITOR TO THE BOARD OF DIRECTORS AND 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 SELECTED BY THE BOARD OF DIRECTORS AND, UPON RECEIVING SUCH AUDITOR'S REPORT, THE AUDIT COMMITTEE SHALL PREVIEW THE AUDIT REPORT FOR SUBMISSION TO THE BOARD OF DIRECTORS EACH YEAR. THE AUDIT COMMITTEE SHALL REVIEW THE FINANCIAL REPORTS OF THE ASSOCIATION, ITS SYSTEM OF INTERNAL CONTROLS, AND THE AUDIT PROCESS. THE AUDIT COMMITTEE SHALL HAVE AT LEAST FIVE MEMBERS, ALL OF WHOM ARE MEMBERS OF THE BOARD OF DIRECTORS AND THE MAJORITY OF WHOM HAVE APPROPRIATE FINANCIAL EXPERTISE. AT LEAST ONE MEMBER OF THE AUDIT COMMITTEE SHALL MEET THE REQUIREMENT OF "AUDIT COMMITTEE FINANCIAL EXPERT" AS THEN DEFINED BY THE SECURITIES AND EXCHANGE COMMISSION. THE MAJORITY OF THE MEMBERS OF THE AUDIT COMMITTEE MAY NOT CONCURRENTLY SERVE ON THE FINANCE COMMITTEE AND THE TREASURER AND CHAIR OF THE FINANCE COMMITTEE MAY NOT SERVE CONCURRENTLY ON THE AUDIT COMMITTEE. MISSION OUTCOMES COMMITTEE: THE MISSION OUTCOMES COMMITTEE SHALL OVERSEE AND REVIEW PROGRESS AGAINST THE ALZHEIMER'S ASSOCIATION'S STRATEGIC PLAN'S PRIORITY ACTIVITIES AND SHALL SUPPORT AND FACILITATE BOARD OF DIRECTORS CONVERSATIONS THAT ARE FOCUSED ON MISSION DELIVERY AND THE APPROVED STRATEGIC PLAN. 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.
FORM 990, PART VI, SECTION B, LINE 11B	FORM 990 REVIEW PROCESS THE ORGANIZATION UNDERGOES A THOROUGH REVIEW PROCESS BEFORE FILING THE RETURN. THE AUDIT COMMITTEE DISCUSSES AND REVIEWS THE FORM BEFORE IT IS PROVIDED 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 990 IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C	CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT THE ALZHEIMER'S ASSOCIATION CONFLICT OF INTEREST POLICY IS DESCRIBED IN ARTICLE XII, SECTION 2 OF THE ORGANIZATIONAL BYLAWS. THE RESPONSIBILITY FOR DISCLOSING ANY KNOWN OR REASONABLY FORESEEABLE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST SHALL BE DISCLOSED TO THE BOARD OF DIRECTORS OR ITS COMMITTEE DESIGNEE BY THE INTERESTED PERSON WHOSE INTERESTS ARE OR MAY APPEAR TO BE IN CONFLICT WITH THE ASSOCIATION. ALL INTERESTED PERSONS ARE REQUIRED TO FILE WITH THE ASSOCIATION A DISCLOSURE STATEMENT PRIOR TO SUCH INDIVIDUAL COMMENCING HIS OR HER SERVICE WITH THE ASSOCIATION AND AT SUCH TIME AND IN SUCH MANNER AS MAY BE PROVIDED IN GUIDELINES ADOPTED BY THE BOARD OF DIRECTORS. ALL INTERESTED PERSONS SERVING THE ASSOCIATION SHALL FILE DISCLOSURE STATEMENTS, FROM TIME TO TIME, AS MAY BE REQUIRED BY THE BOARD OF DIRECTORS, THE BYLAWS ARTICLE XII, SECTION 2 OR ANY OTHER BOARD POLICY, AND IN NO EVENT LESS OFTEN THAN ANNUALLY. INTERESTED PERSONS SHALL DISCLOSE ANY CONFLICT AND SHALL NOT VOTE ON A MATTER AND FURTHER IF REQUESTED BY THE CHAIR OR RESOLUTION OF THE BOARD SHALL LEAVE THE ROOM IN WHICH THE BOARD OR 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 DID NOT PARTICIPATE IN 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 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 HAVING A CONFLICT IF REQUESTED BY THE CHAIR OR RESOLUTION OF THE BOARD SHALL LEAVE 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 CONCERNING WHOM THE DOUBT HAS ARISEN. COPIES OF THE ASSOCIATION BYLAWS ARTICLE, INCLUDING THE CONFLICT OF INTEREST POLICY AND ANY RELATED ETHICAL POLICY OR GUIDELINES AS FROM TIME TO TIME ADOPTED OR AMENDED BY THE BOARD OF DIRECTORS, SHALL BE PRESENTED TO ALL INTERESTED PERSONS SERVING THE ASSOCIATION AT THE TIME OF ANY SUCH ADOPTION OR AMENDMENT AND IN NO EVENT LESS OFTEN THAN ANNUALLY; AND TO ALL INDIVIDUALS SEEKING TO SERVE THE ASSOCIATION AS AN INTERESTED PERSON PRIOR TO REQUESTING ANY SUCH INDIVIDUAL TO EXECUTE A CONFLICT OF INTEREST DISCLOSURE STATEMENT.
FORM 990, PART VI, SECTION B, LINE 15	PROCESS FOR DETERMINING COMPENSATION 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 POSITION, THE GATHERING OF RELEVANT COMPARABILITY DATA FROM INDEPENDENT SOURCES OCCURRED IN 2020. THE PROCESS WAS CONDUCTED IN A MANNER INTENDED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERMEDIATE SANCTIONS RULES. AS TO THE MEMBERS OF THE SENIOR MANAGEMENT TEAM OTHER THAN THE CEO, ANNUALLY UPDATED MARKET DATA IS ALSO PROVIDED BY THE OUTSIDE COMPENSATION CONSULTANT, SO THAT THE UPDATED MARKET DATA CAN BE USED IN SETTING REASONABLE COMPENSATION FOR EACH MEMBER OF THE SENIOR MANAGEMENT TEAM. EACH YEAR THE COMPENSATION COMMITTEE EVALUATES THE CEO'S PERFORMANCE THROUGH A ROBUST ASSESSMENT PROCESS WHICH INCLUDES MARKET DATA COLLECTION, INTERVIEWS AND PERFORMANCE EVALUATION COMPARING RESULTS TO GOALS. THE COMMITTEE AND CHAIR 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. THESE INCLUDE A SELF-ASSESSMENT AND EVALUATION BY THE CEO. UPDATED MARKET DATA FOR USE IN SETTING REASONABLE COMPENSATION IS PROVIDED BY A NATIONAL COMPENSATION CONSULTING FIRM TO THE COMPENSATION COMMITTEE FOR CONFIRMATION OF REASONABLENESS USING A PROCESS DESIGNED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS (INCLUDING CONTEMPORANEOUS DOCUMENTATION IN THE COMMITTEE'S MINUTES). FOR FISCAL YEAR 2021, THE SALARY AND TOTAL COMPENSATION PACKAGE OF THE CEO WAS BENCHMARKED BY SULLIVAN COTTER. THE COMPENSATION COMMITTEE'S REVIEW AND APPROVAL PROCESS IS THOROUGHLY AND CONTEMPORANEOUSLY DOCUMENTED IN THE COMMITTEE'S MEETING MINUTES.
FORM 990, PART VI, SECTION C, LINE 18	HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE TO THE GENERAL PUBLIC BY POSTING ON THE WEBSITE AT WWW.ALZ.ORG AND UPON REQUEST. THE ORGANIZATION MAKES ITS FORM 1023 AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19	HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC BY POSTING ON THE ORGANIZATION'S WEBSITE AT WWW.ALZ.ORG AND UPON REQUEST. THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. GENERAL NOTE EFFECTIVE JULY 1, 2016, ONE CHAPTER DISSOLVED AND 46 CHAPTERS MERGED WITH THE ASSOCIATION TO CREATE A UNITED ALZHEIMER'S ASSOCIATION. TOTAL ASSETS ACQUIRED FROM THE 47 CHAPTERS WERE APPROXIMATELY $152,004,000 AND NET ASSETS ACQUIRED WERE APPROXIMATELY $130,859,000. THE ASSOCIATION OVERSEES THE OPERATIONS AND ACTIVITIES FOR 75 CHAPTERS TO FACILITATE STRATEGIC ALIGNMENT, DELIVER ON THE OVERARCHING ASSOCIATION-WIDE STRATEGIC OBJECTIVES AND PRIORITY ACTIVITIES, AND TO ENSURE COVERAGE FOR ALL GEOGRAPHIC TERRITORIES.
FORM 990, PART XI, LINE 9:	CHANGE IN PERPETUAL TRUST 5,453,372. CHANGE IN SPLIT INTEREST 453,005. BAD DEBT EXPENSE -3,020,273. REIMBURSEMENT OF RENTAL EXPENSES 24,185.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Public Charity StatusPublicCharityStatusTxt
ALZHEIMER'S IMPACT MOVEMENT (AIM)
225 N MICHIGAN AVE FL 17	CHICAGO	IL	60601	271961435	SOCIAL WELFARE	IL	501(C)(4)	ALZ ASSOC	Yes (1)
ALZHEIMER'S ASSOCIATION INTERNATIONAL
				999999999	PUBLIC FOUNDATION		501(C)(3)	ALZ ASSOC	Yes (1)	181 BAY ST BROOKFIELD PL 2100	TORONTO	ONTARIO	CA	M5J2T3	CA
COALITION OF NY STATE ALZ ASSN CHAPS INC
4 PINE WEST PLAZA 405	ALBANY	NY	12205	134076596	PUBLIC CHARITY	NY	501(C)(3)	ALZ ASSOC	Yes (1)							LINE 7

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
ALZHEIMER'S IMPACT MOVEMENT
B	$6,649,099	FMV
ALZHEIMER'S IMPACT MOVEMENT
N	$224,120	FMV
ALZHEIMER'S IMPACT MOVEMENT
O	$3,747,288	FMV
COALITION OF NY STATE ALZ ASSN CHAPS INC
O	$198,338	FMV

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART V, LINE 2:	FormAndLineReferenceDesc
Explanation	AMOUNT INVOLVED IN RELATIONSHIP THE ALZHEIMER'S ASSOCIATION GRANTED FUNDS TO ALZHEIMER'S IMPACT MOVEMENT (AIM) FOR PUBLIC POLICY DIVISION ACTIVITIES IN FISCAL YEAR 2021 TO SUPPORT PRIORITIES IDENTIFIED IN THE ALZHEIMER'S ASSOCIATION'S STRATEGIC PLAN. THIS GRANT IS RESTRICTED TO THE FOLLOWING 501(C)(3) ACTIVITIES AND THE ANCILLARY ACTIVITIES NECESSARY TO ACCOMPLISH SPECIFIC GOALS INCLUDING: IMPLEMENTATION OF THE NATIONAL ALZHEIMER'S PROJECT ACT (RECOGNIZING THIS GROWING ALZHEIMER'S CRISIS, CONGRESS UNANIMOUSLY PASSED AND THE PRESIDENT SIGNED INTO LAW THE NATIONAL ALZHEIMER'S PROJECT ACT - NAPA); INCREASING THE COMMITMENT TO ALZHEIMER'S RESEARCH; EXPANDING EDUCATION EFFORTS AND CAREGIVER SUPPORT SERVICES; EXPANDING DIAGNOSIS AND PLANNING.	ExplanationTxt