2015-10-05T14:44:44-05:00 2015-06-30 341884125 CBIZ MHM LLC 3101 N CENTRAL AVE STE 300 PHOENIX AZ 85012 990 2014-07-01 860402582 ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOC INC DESERT SOUTHWEST CHAPTER ALZH 6025280545 1028 E MCDOWELL RD PHOENIX AZ 85006 DEBORAH SCHAUS EXECUTIVE DIRECTOR 6025280545 2015-10-05 1 AMY A O'LOUGHLIN P00869687 6022646835 2014 2016-02-25 16:41:14Z DEBORAH SCHAUS 1028 E MCDOWELL RD PHOENIX AZ 85006 3119267 0 9334 X WWW.ALZ.ORG/DSW X 2000 AZ TO ELIMINATE ALZHEIMER'S DISEASE THROUGH THE ADVANCEMENT OF RESEARCH; TO PROVIDE AND ENHANCE CARE AND SUPPORT FOR ALL AFFECTED; AND TO REDUCE THE RISK OF DEMENTIA THROUGH THE PROMOTION OF BRAIN HEALTH. 19 19 0 2000 0 0 1960960 2538416 106443 95192 112149 132001 7845 6341 2187397 2771950 134961 131085 0 0 2002166 2111678 1530 0 364216 743839 837191 2882496 3079954 -695099 -308004 4768733 4463816 228074 314620 4540659 4149196 X TO ELIMINATE ALZHEIMER'S DISEASE THROUGH THE ADVANCEMENT OF RESEARCH; TO PROVIDE AND ENHANCE CARE AND SUPPORT FOR ALL AFFECTED; AND TO REDUCE THE RISK OF DEMENTIA THROUGH THE PROMOTION OF BRAIN HEALTH. 0 0 2590646 131085 100793 DURING THE PERIOD OF JULY 1, 2014 THROUGH JUNE 30, 2015, THEALZHEIMER'S ASSOCIATION DESERT SOUTHWEST CHAPTER SERVED OVER 20,000FAMILIES IN ARIZONA AND SOUTHERN NEVADA DIRECTLY THROUGH ITS COREPROGRAMS. IT IS CONSERVATIVELY ESTIMATED THAT AN ADDITIONAL 10,000 TO20,000 INDIVIDUALS WERE INDIRECTLY ASSISTED THROUGH INFORMATION ANDEDUCATIONAL MATERIALS PROVIDED TO PROFESSIONALS AND OTHERS IN THECOMMUNITY. THE HELPLINE PROGRAM SERVED 3,147 UNDUPLICATED CALLERS THROUGH 3,888 CONTACTS. A TOTAL OF 1,454 CASES WERE SERVED BY THE FAMILY CARE CONSULTATIONPROGRAM, THROUGH 6,146 CONTACTS AND 3,685 CASE MANAGEMENT STAFF HOURS. NINETY SUPPORT GROUPS WERE OPERATED BY THE CHAPTER, WITH 1,425 GROUP SESSIONS, 9,755 CONTACTS FOR 1,844 UNDUPLICATED INDIVIDUALS. 694 EDUCATION PROGRAM SESSIONS WERE CONDUCTED REACHING 11,020 PEOPLE, THROUGH SESSIONS FOCUSED ON THE BUILDING AWARENESS IN THE COMMUNITY-AT-LARGE, EDUCATION ON DISEASE PROGRESSION AND CAREGIVING FOR PERSONS WITH DEMENTIA AND THEIR CARE PARTNERS AND FAMILIES, AND TRAINING FOR PROFESSIONALS. THE EDUCATION PROGRAM INCLUDES CAREPRO, AN EVIDENCE-BASED INTENSIVE 10-WEEK INTERVENTION FOR CAREGIVERS. THE MEDICALERT + SAFE RETURN PROGRAM REGISTERED 237 NEW PERSONS WITH ALZHEIMER'S DISEASE. 366 FIRST RESPONDERS WERE TRAINED ABOUT ALZHEIMER'S. THE EARLY STAGE PROGRAM PROVIDED 2,781 CONTACTS FOR PEOPLE LIVING WITH ALZHEIMER'S AND THEIR CARE PARTNERS. THESE INCLUDED: EDUCATION - 14 SESSIONS, 148 CONTACTS; EPIC (AN EVIDENCE-BASED INTENSIVE 7-WEEK INTERVENTION): 6 SERIES, 305 CONTACTS FOR 54 UNDUPLICATED PARTICIPANTS; SOCIAL ENGAGEMENT: 14 GROUP ACTIVITIES, 121 CONTACTS; EARLY STAGE SUPPORT GROUPS: 10 GROUPS, 2,207 CONTACTS FOR 258 UNDUPLICATED PARTICIPANTS. 2590646 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 0 0 0 0 0 0 0 0 1 1 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ X X KATIE MARCHAL 6025280545 1028 E MCDOWELL ROAD PHOENIX AZ 85006 ROBERT DOWD CHAIR 1.00 X X 0 0 0 LARRY GENTRY FIRST VICE-CHAIR 1.00 X X 0 0 0 MICHAEL BEATTY VICE-CHAIR 1.00 X X 0 0 0 DONNA NICHOLS BLACKMAN CPA TREASURER 1.00 X X 0 0 0 SAM LIEBERMAN SECRETARY 1.00 X X 0 0 0 ROBBIE NICOL PAST CHAIR 1.00 X X 0 0 0 SARA ALEMAN PHD MSW DIRECTOR 1.00 X 0 0 0 STEVEN ANDREWS JD DIRECTOR 1.00 X 0 0 0 MANNY CHAVEZ DIRECTOR 1.00 X 0 0 0 RANDY CLAWSON DIRECTOR 1.00 X 0 0 0 CHAD CORBETT MPA DIRECTOR 1.00 X 0 0 0 MATT HUENTELMAN PHD DIRECTOR 1.00 X 0 0 0 ERIC MACDONALD JD DIRECTOR 1.00 X 0 0 0 M JANE MOHLER PHD MPH NP-C DIRECTOR 1.00 X 0 0 0 DAVID MOORE MBA CPA DIRECTOR 1.00 X 0 0 0 SANDRA OWENS PHD DIRECTOR 1.00 X 0 0 0 RUSS PERRY DIRECTOR 1.00 X 0 0 0 SHERRY SWENSK DIRECTOR 1.00 X 0 0 0 ZACH ZARAGOZA DIRECTOR 1.00 X 0 0 0 DEBORAH SCHAUS EXECUTIVE DIRECTOR 40.00 X 146737 0 13007 146737 0 13007 1 0 1 0 INSPERITY 19001 CRESENT SPRINGS DRIVE KINGWOOD TX 77339 EMPLOYEE LEASING 2063390 1 1133339 449445 955632 21692 2538416 CONFERENCES 611600 95192 95192 95192 132001 132001 300000 300000 0 0 47317 1133339 47317 0 5601 0 5601 5601 OTHER REVENUE 900099 740 740 740 2771950 100793 0 132741 131085 131085 159774 127826 15974 15974 1415613 1286872 42315 86426 28928 25977 1070 1881 507363 456573 18798 31992 278 204 11 63 21765 15997 871 4897 40606 29864 1571 9171 164913 103364 61549 231181 214371 6401 10409 83580 64708 293 18579 34589 34589 14290 14290 20053 18351 582 1120 SPECIAL EVENT EXPENSES 83040 83040 SUPPLIES AND POSTAGE 69255 49850 2776 16629 OTHER EXPENSES 56916 0 34430 22486 DIRECT ASSISTANCE 16725 16725 3079954 2590646 125092 364216 122288 472489 401887 301912 413149 119912 81851 0 3805 5757 19995 40839 202468 175176 28087 27292 3697671 3495615 4768733 4463816 213310 298839 14764 15781 228074 314620 X 2911899 2841276 1563760 1242920 65000 65000 4540659 4149196 4768733 4463816 -308004 -34032 -49427 0 X 0 1 X 1 0 X 2226133 3921067 2422473 1960960 2538416 13069049 2226133 3921067 2422473 1960960 2538416 13069049 2350426 10718623 49719 50070 86201 112149 132001 430140 13499189 702914 0.79400 0.80510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 65000 2455 2455 65000 65000 1971 1971 65000 65000 1701 1701 65000 65000 1318 1318 65000 65000 12496 12496 65000 1.00000 0 0 59221 59221 0 143247 115955 27292 27292 X 2894852 -34032 171224 137192 2757660 14290 14290 2771950 3286315 220651 220651 3065664 14290 14290 3079954 PART V, LINE 4: THE ENDOWMENT FUNDS ARE RESTRICTED BY THE DONOR IN PERPETUITY TO PROVIDE EARNINGS FOR PROFESSIONAL HOME ASSESSMENTS AND CARE CONSULTATION FOR FAMILIES WITH A MEMBER DIAGNOSED AS HAVING ALZHEIMER'S DISEASE. PART X, LINE 2: THE CHAPTER IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "IRC") AND SIMILAR STATE PROVISIONS. IN ADDITION, THE CHAPTER QUALIFIES FOR THE CHARITABLE CONTRIBUTIONS DEDUCTION UNDER SECTION 170(B)(1)(A)(VI) OF THE IRC AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(1) OF THE IRC. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME ("UBTI") WOULD BE TAXABLE. THE CHAPTER EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET SHARED FUNDRAISING EXPENSE 14,290. PART XII, LINE 4B - OTHER ADJUSTMENTS: NET SHARED FUNDRAISING EXPENSE 14,290. WALK TO END ALZHEIMER'S 897352 897352 GALA 121442 74125 47317 43817 3500 5 161862 161862 1180656 1133339 47317 43817 3500 47317 0 1 RESPITE AND SAFE RETURN 233 131085 PART I, LINE 2: APPLICATIONS FOR RESPITE AND SAFE RETURN PROGRAMS ARE COMPLETED BY STAFF ON BEHALF OF THE FAMILY IN NEED. THE STAFF WILL NOTIFY BOTH THE APPLICANT AND THEIR FAMILY WHEN AWARDS HAVE BEEN GRANTED AND WHEN THEY HAVE BEEN PAID OUT. ANY DISBURSEMENT OF RESPITE FUNDS WILL BE TO THE HOME HEALTH AGENCY OR FACILITY PROVIDING THE CARE BASED UPON AN INVOICE DETAILING THE SERVICES PROVIDED. FUNDS ARE NOT TO BE GIVEN DIRECTLY TO THE FAMILY. X X X 0 0 0 0 0 0 0 0 0 DEBORAH SCHAUS EXECUTIVE DIRECTOR 146737 0 0 0 0 0 4402 0 8605 0 159744 0 0 0 FORM 990, PART V, LINE 1C: THE ORGANIZATION FILES NO W-2S OR W-3S AS ALL EMPLOYEES ARE LEASED AND ALL PAYROLL FILINGS ARE DONE BY INSPERITY, THE LEASING AGENCY. FORM 990, PART VI, SECTION B, LINE 11 A FULL COPY OF THE FORM 990 WILL BE REVIEWED AND APPROVED BY THE AUDIT COMMITTEE AND SUBMITTED TO THE FULL BOARD OF DIRECTORS FOR REVIEW AT LEAST 48 HOURS IN ADVANCE OF FILING. A COPY WILL BE POSTED FOR PUBLIC REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S BOARD AND EMPLOYEES REVIEW AND SIGN ANNUALLY THE CONFLICT OF INTEREST POLICY. THE CHAPTER REQUIRES DISCLOSURE OF ANY KNOWN OR REASONABLY FORESEEABLE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST BY EACH STAFF MEMBER, CONSULTANT, AND VOLUNTEER AS A CONDITION FOR SERVICE TO THE CHAPTER. A DISCLOSED CONFLICT OF INTEREST SHALL NOT NECESSARILY BAR A STAFF MEMBER, CONSULTANT, OR VOLUNTEER FROM SERVING THE CHAPTER. ANY DISCLOSURE WILL BE EVALUATED BASED UPON THE PERSON'S POSITION WITH RESPECT TO DECISION-MAKING AUTHORITY AND THE POTENTIAL IMPACT TO THE CHAPTER. AS AN EXAMPLE, A BOARD OR REGIONAL LEADERSHIP COUNCIL MEMBER MAY NEED TO REFRAIN FROM VOTING IN MATTERS REFLECTING THEIR INTEREST DISCLOSURES. FORM 990, PART VI, SECTION B, LINE 15 BOARD POLICY ESTABLISHED A COMPENSATION COMMITTEE THAT GATHERS COMPENSATION SURVEYS FOR KEY EMPLOYEES ANNUALLY. INFORMATION IS USED AS A BASIS TO DETERMINE COMPENSATION LEVEL FOR KEY EMPLOYEES, APPROVED BY COMPENSATION COMMITTEE AND REPORTED TO BOARD FOR THEIR APPROVAL. THE FULL BOARD APPROVES THE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND WITH THE APPROVAL OF THE ANNUAL PLAN APPROVES PAY INCREASES FOR ALL STAFF. 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. THESE DOCUMENTS ARE ALSO AVAILABLE ON ITS WEBSITE. FORM 990, PART IX, LINE 21 BEGINNING JULY 1, 2008, ACCORDING TO NATIONAL POLICY, THE CHAPTER AND NATIONAL BEGAN PARTICIPATING IN A SHARED REVENUE PROGRAM WHICH STIPULATES THAT THE CHAPTER RECEIVES 60% AND NATIONAL RECEIVES 40% OF UNRESTRICTED CONTRIBUTED REVENUES RAISED BY EITHER PARTY WITHIN THE CHAPTER'S TERRITORY.