2025-09-04T08:45:07-05:00 2024-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2024-01-01 450672514 USAGAINSTALZHEIMER'S USAG 2024105199 5614 CONNECTICUT AVE NW 288 WASHINGTON DC 20015 RUSSELL PAULSEN COO 2024105199 2025-09-04 1 0 ELIZABETH W HELLER P00397829 3019519090 2024 2025-03-06 01:10:19Z RUSSELL PAULSEN 5614 CONNECTICUT AVE NW 288 WASHINGTON DC 20015 10568249 0 X WWW.USAGAINSTALZHEIMERS.ORG X 2011 DC SEE PART III, LINE 1. 9 8 18 20 0 0 7907949 9647520 538163 438350 322891 374064 -233600 10239 8535403 10470173 181900 205825 0 0 2811201 3250124 0 0 1073153 5157859 5933514 8150960 9389463 384443 1080710 8989940 10098847 295216 323413 8694724 9775434 X USAGAINSTALZHEIMER'S IS ENGAGED IN A RELENTLESS PURSUIT TO END ALZHEIMER'S, THE SIXTH LEADING KILLER IN AMERICA. OUR WORK CENTERS ON PREVENTION, EARLY DETECTION AND DIAGNOSIS, AND ACCESS TO TREATMENTS - ALL REGARDLESS OF GENDER, RACE, OR ETHNICITY. (CONTINUED ON SCH O)SINCE MOST ALZHEIMER'S PATIENTS ARE WOMEN, LATINOS, AND BLACK PEOPLE, ALL OUR WORK IS DONE WITH EQUITY IN MIND, SO THAT WE ADDRESS THE NEEDS OF THE PEOPLE MOST HEAVILY IMPACTED BY THE DISEASE. TO ACHIEVE OUR MISSION, WE GIVE VOICE TO PATIENTS AND CAREGIVERS WHILE PARTNERING WITH GOVERNMENT, SCIENTISTS, THE PRIVATE SECTOR, AND ALLIED ORGANIZATIONS -- THE PEOPLE WHO PUT THE "US" IN USAGAINSTALZHEIMER'S. 0 0 7574688 205825 438350 USAGAINSTALZHEIMER'S HAS WORKED ACROSS SECTORS TO ACHIEVE IMPORTANT MILESTONES, INCLUDING:- CONDUCTING THE BRAIN HEALTH ACADEMY (BHA), A SERIES OF FREE, EVIDENCE-BASED COURSES TO EQUIP HEALTHCARE AND WELLNESS PROVIDERS WITH THE KNOWLEDGE AND RESOURCES TO HELP PEOPLE REDUCE THE RISK OF DEMENTIA AND ALZHEIMER'S. THERE ARE AN ESTIMATED 9,000 HEALTHCARE PROFESSIONALS THAT HAVE BEEN TRAINED THROUGH THE BRAIN HEALTH ACADEMY.- FACILITATING RIGOROUS RESEARCH INTO ALZHEIMER'S DISEASE SYMPTOMS, PROGRESSION, AND IMPACT ON PEOPLE'S LIVES, GENERATING USEFUL INSIGHTS TO GUIDE FUTURE CLINICAL TRIALS AND IMPROVE PATIENT-CENTERED CARE.- BRAINGUIDE REACHED OVER 750,000 PEOPLE (CONTINUED ON SCHEDULE O)BY THE END OF 2024, PROVIDING TRUSTED TOOLS AND RESOURCES TO SUPPORT BRAIN HEALTH FOR INDIVIDUALS AND CAREGIVERS.- THROUGH OUR CENTER FOR BRAIN HEALTH EQUITY, REACHED AN ESTIMATED 2.3 MILLION PEOPLE IN DIVERSE POPULATIONS TO RAISE BRAIN HEALTH AWARENESS, PROMOTE RISK REDUCTION, AND REDUCE STIGMA.- PRIORITIZING THE CHANGE (CONCENTRATING ON HIGH-VALUE ALZHEIMER'S NEEDS TO GET TO AN END) ACT IN CONGRESS, STRESSING THE HUGE IMPACT THE CHANGE ACT WOULD HAVE IN ENCOURAGING EARLY ASSESSMENT AND DIAGNOSIS OF ALZHEIMER'S DISEASE AND RELATED DEMENTIAS.LAUNCHING THE BUSINESS COLLABORATIVE FOR BRAIN HEALTH, PARTNERING WITH NEARLY 500 ORGANIZATIONS TO PROMOTE EMPLOYEE BRAIN HEALTH AND REDUCE DEMENTIA RISK THROUGH WORKPLACE INITIATIVES. 7574688 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 60 0 1 18 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X X RUSSELL PAULSEN 2024105199 5614 CONNECTICUT AVE NW 288 WASHINGTON DC 20015 X MERYL COMER FOUNDING BOARD MEMBER (SEE SCH. O) 40.00 0.00 X 200000 0 0 GEORGE VRADENBURG CHAIRMAN 10.00 0.00 X X 0 0 0 SHAWN TAYLOR TREASURER 1.00 0.00 X X 0 0 0 KAREN SEGAL SECRETARY 3.00 0.00 X X 0 0 0 GREG O'BRIEN BOARD MEMBER 1.00 0.00 X 0 0 0 PAUL HOGAN BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN DWYER BOARD MEMBER 1.00 0.00 X 0 0 0 REBECCA CHOPPP BOARD MEMBER 1.00 0.00 X 0 0 0 KARIN HELLSVIK BOARD MEMBER 1.00 0.00 X 0 0 0 RUSSELL PAULSEN CHIEF OPERATING OFFICER (SEE SCH. O) 39.00 0.00 X 366250 0 14881 LYNN CRONEBERGER CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 224134 0 23763 STEPHANIE MONROE VP AND SR ADVISOR, HEALTH EQUITY 40.00 0.00 X 202450 0 11435 MICHAEL CLEARY CHIEF FINANCIAL OFFICER 38.00 0.00 X 197687 0 22243 JON SUMMERS CHIEF COMM. OFFICER (UNTIL 11/11/24) 40.00 0.00 X 192685 0 10902 KELLY O'BRIEN VICE PRESIDENT, PREVENTION 40.00 0.00 X 186630 0 21209 1569836 0 104433 15 0 1 0 HIGH LANTERN GROUP 685 THIRD AVE 22ND FLOOR NEW YORK NY 10017 PROGRAM STRATEGY/MGMT 1572072 FAEGRE DRINKER BIDDLE & REATH LLP 2200 WELLS FARGO CENTER MINNEAPOLIS MN 55402 PROGRAM STRATEGY/MGMT 880336 IAN N KREMER 2920 PARKLAWN CT HERNDON VA 20171 PROGRAM STRATEGY/MGMT 389652 VIRTUSA CORPORATION 132 TURNPIKE ROAD STE 300 SOUTHBOROUGH MA 01772 INFORMATION TECHNOLOGY 388918 FLATIRONS STRATEGIES LLC 471 SOUTH SIMMS ST LAKEWOOD CO 80228 COMMUNICATIONS STRATEGY 324048 8 300929 349838 8996753 70719 9647520 PROGRAM SERVICE REVENUE 900099 438350 438350 438350 373184 373184 76164 75284 880 880 880 11430 300929 22792 -11362 -11362 OTHER REVENUE 900099 21601 21601 21601 10470173 438350 0 384303 X 161825 161825 24000 24000 20000 20000 528109 462487 32811 32811 2266073 1220192 368322 677559 123141 70380 19041 33720 144317 82483 22315 39519 188484 107726 29145 51613 130980 130980 108186 22860 62466 22860 3930199 3837271 16943 75985 72050 50000 22050 116826 86018 22979 7829 685423 629651 12356 43416 256225 217307 7307 31611 540065 538871 533 661 4866 4866 PAYROLL FEES 72350 41351 11187 19812 STATE REGISTRATION FEES 13172 13172 MISCELLANEOUS 3172 2266 371 535 9389463 7574688 741622 1073153 443040 257240 8140883 9425830 265140 323736 140877 92041 8989940 10098847 295216 323413 295216 323413 X 2995387 3348971 5699337 6426463 8694724 9775434 8989940 10098847 1080710 0 X 0 1 X 1 0 X 9039675 10826065 8346783 7907949 9647520 45767992 9039675 10826065 8346783 7907949 9647520 45767992 16932473 28835519 2172 557 23745 325816 373185 725475 4980 20281 21601 46862 46540329 4505755 0.61960 0.65960 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 10470173 0 10470173 0 10470173 9389463 0 9389463 0 9389463 1 EUROPE 0 0 PROGRAM SERVICES CONVENING IN LAUSANNE, SWITZERLAND WITH CROSS SECTOR ALZHEIMER'S STAKEHOLDERS FROM AROUND THE WORLD; TECHNOLOGY SERVICES FROM ORGANIZATION BASED IN MUNICH, GERMANY; CTAD CONFERENCE IN MADRID, SPAIN; AD/PD CONFERENCE IN LISBON,PORTUGAL; ADI CONFERENCE IN KRAKOW, POLAND; ALZHEIMER EUROPE CONFERENCE IN GENEVA, SWITZERLAND; DAVOS CONFERENCE IN DAVOS SWITZERLAND; WORLD DEMENTIA CONFERENCE IN LONDON, ENGLAND. 401009 EUROPE 0 0 GRANT TO RECIPIENT LOCATED IN REGION 20000 NORTH AMERICA 0 0 PROGRAM SERVICES STIPEND FOR PARTICIPATION IN A ROUNDTABLE HELD IN THE US, PAYMENT TO INDIVIDUAL IN CANADA. 1050 0 0 0 0 0 0 422059 0 422059 EUROPE SPONSORSHIP TO EUROPEAN BRAIN COUNCIL (UNGA) BASED IN BRUSSELS, BELGIUM 20000 WIRE TRANSFER 0 1 0 1 0 0 0 0 0 PART I, LINE 2: EVENT SPONSORSHIPS WERE NOT MONITORED AFTER AWARD. USA2 HAD REPRESENTATIVES ATTEND THE EVENTS. NOGALAGALA 104500 103565 935 6833 FALL FEST 185826 176266 9560 2350 11448 1411 1 22033 21098 935 750 312359 300929 11430 2350 18281 2161 22792 -11362 1 AMERICAN SOCIETY ON AGING 575 MARKET STREET SUITE 2100 SAN FRANCISCO CA 94105 942292868 501(C)(3) 41825 0 SPONSORSHIP TO SUPPORT WEBINARS ON BRAIN HEALTH. ALLIANCE FOR AGING RESEARCH 1700 K STREET NW WASHINGTON DC 20006 541379174 501(C)(3) 10000 0 EVENT SPONSORSHIP ALZHEIMER'S DRUG DISCOVERY FOUNDATION 57 WEST 57TH STREET SUITE 904 NEW YORK NY 10019 201082179 501(C)(3) 12500 0 EVENT SPONSORSHIP RESEARCH AMERICA 241 18TH ST NW SOUTH 501 ARLINGTON VA 22202 521609875 501(C)(3) 20000 0 EVENT SPONSORSHIP BRIGHTFOCUS FOUNDATION 22512 GATEWAY CENTER DR CLARKSBURG MD 20871 277337229 501(C)(3) 10000 0 EVENT SPONSORSHIP AMERICAN ACADEMY OF NEUROLOGY 201 CHICAGO AVENUE MINNEAPOLIS MN 55415 611532062 501(C)(3) 10000 0 EVENT SPONSORSHIP THE GERONTOLOGICAL SOCIETY OF AMERICA 1101 14TH ST NW STE 1220 WASHINGTON DC 20005 521256181 501(C)(3) 30000 0 RESEARCH GRANT CARINGKIND 360 LEXINGTON AVE FL NEW YORK NY 10017 133277408 501(C)(3) 22500 0 EVENT SPONSORSHIP 8 0 NURSE FELLOWSHIP GRANTS 13 24000 PART I, LINE 2: EVENT SPONSORSHIPS WERE NOT MONITORED AFTER AWARD. USA2 HAD REPRESENTATIVES ATTEND THE EVENTS. GENERAL SUPPORT GRANTS ARE MONITORED VIA PROGRESS REPORTS AND IN-PERSON MEETINGS TO DISCUSS RESEARCH FINDINGS. BRAIN HEALTH NURSE FELLOWS WERE REQUIRED TO COMPLETE LEADERSHIP TRAINING PROVIDED BY USA2 AND PARTICIPATE IN COMMUNITY EVENTS. X X X X 0 0 0 0 0 0 0 1 0 RUSSELL PAULSEN CHIEF OPERATING OFFICER (SEE SCH. O) 336250 0 30000 0 0 0 13560 0 1321 0 381131 0 0 0 LYNN CRONEBERGER CHIEF DEVELOPMENT OFFICER 224134 0 0 0 0 0 11325 0 12438 0 247897 0 0 0 MICHAEL CLEARY CHIEF FINANCIAL OFFICER 197687 0 0 0 0 0 9872 0 12371 0 219930 0 0 0 STEPHANIE MONROE VP AND SR ADVISOR, HEALTH EQUITY 202450 0 0 0 0 0 10110 0 1325 0 213885 0 0 0 KELLY O'BRIEN VICE PRESIDENT, PREVENTION 186630 0 0 0 0 0 9405 0 11804 0 207839 0 0 0 JON SUMMERS CHIEF COMM. OFFICER (UNTIL 11/11/24) 188070 0 0 0 4615 0 9403 0 1499 0 203587 0 0 0 MERYL COMER FOUNDING BOARD MEMBER (SEE SCH. O) 200000 0 0 0 0 0 0 0 0 0 200000 0 0 0 PART I, LINE 7 RUSSELL PAULSEN, COO, RECEIVED A MERIT-BASED BONUS PAYMENT OF $30,000 DURING 2024. X 3 64656 FMV X CREDIT CARD POINTS USED FOR TRAVEL 0 6063 PER C.C. RWD PROG. 0 0 0 0 PART I, COLUMN (B): THIS COLUMN REPORTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY ONE OF THE DIRECTORS AND THE CHIEF FINANCIAL OFFICER. A COPY OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS THAT EACH HE/SHE: A. HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS THAT THE ORGANIZATION IS A NON-PROFIT PUBLIC BENEFIT CORPORATION AND, IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE LEAVES THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION IS DISCUSSED WITH THE BOARD CHAIRMAN, WHO USES INFORMATION FROM A REVIEW OF COO COMPENSATION AT OTHER NON-PROFITS, AND A PERFORMANCE REVIEW IS CONDUCTED. THE COMPENSATION IS THEN APPROVED BY THE BOARD WHEN IT APPROVES THE BUDGET. THE MOST RECENT COMPENSATION REVIEW TOOK PLACE IN DECEMBER 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, LINE 1: USAGAINSTALZHEIMER'S (USA2) AND USAGAINSTALZHEIMER'S ACTION (USA2ACTION), AN UNRELATED ORGANIZATION FOR TAX PURPOSES, HAVE ENTERED INTO A COST-SHARING ARRANGEMENT UNDER WHICH USA2ACTION REIMBURSES USA2 FOR USA2ACTION'S ALLOCABLE SHARE OF THE COMPENSATION OF CERTAIN EMPLOYEES FOR SERVICES PROVIDED TO USA2ACTION. PURSUANT TO THIS AGREEMENT, USA2ACTION REIMBURSED USA2 FOR ITS SHARE OF OFFICER COMPENSATION AS FOLLOWS: RUSSELL PAULSEN: $10,345 FORM 990, PART VII, LINE 1: MERYL COMER RECEIVED COMPENSATION FOR HER WORK AS A SENIOR PROJECT ADVISOR. HER COMPENSATION IS UNRELATED TO HER DUTIES AS A BOARD MEMBER. FORM 990, PART IX, LINE 11G COMMUNICATIONS: PROGRAM SERVICE EXPENSES 271,889. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 271,889. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 222,133. MANAGEMENT AND GENERAL EXPENSES 16,943. FUNDRAISING EXPENSES 75,985. TOTAL EXPENSES 315,061. PROGRAM MGT STRATEGY: PROGRAM SERVICE EXPENSES 1,343,902. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,343,902. PROJECT FUNDS: PROGRAM SERVICE EXPENSES 1,999,347. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,999,347. FORM 990, PART IX, LINE 11G: FOR MANY SERVICES, USA2 CONTRACTS WITH FIRMS TO PROVIDE CORE CAPACITIES, INCLUDING POLICY/LEGISLATIVE AFFAIRS, COMMUNICATIONS AND MEDIA, DIGITAL MARKETING, AND PROGRAM MANAGEMENT. ADEA LLC 5614 CONNECTICUT AVE NW 288 WASHINGTON DC 20015 932019066 CREATE A PATIENT-FOCUSED LEARNING SYSTEM LEVERAGING REAL-WORLD HEALTH DATA DC 0 0 USAGAINSTALZHEIMER'S ALZHEIMERS DISEASE EVIDENCE ACCELERATOR INC 5614 CONNECTICUT AVE NW 288 WASHINGTON DC 20015 932101228 CREATE A PATIENT-FOCUSED LEARNING SYSTEM LEVERAGING REAL-WORLD HEALTH DATA DC 501(C)(3) LINE 7 USAGAINSTALZHEIMER'S 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0