2014-11-12T12:16:42-06:00 2014-06-30 561743537 LANGDON & COMPANY LLP 223 US HIGHWAY 70 EAST SUITE 100 GARNER NC 275294051 990 2013-07-01 561501117 ALZHEIMERS NORTH CAROLINA INC ALZH 9198323732 1305 NAVAHO DR ROOM/SUITE 101 RALEIGH NC 27609 ALICE WATKINS EXECUTIVE DIRECTOR 9198323732 2014-11-15 ANTHONY T PANDISCIA P00187421 9196621001 2014-11-12 2013 2015-11-30 17:44:51Z ALICE WATKINS 1305 NAVAHO DRIVE RALEIGH NC 27609 993286 false X WWW.ALZNC.ORG X 1981 NC ALZHEIMERS NORTH CAROLINA, INC. IS DEDICATED TO PROVIDING EDUCATION, SUPPORT AND SERVICES TO INDIVIDUALS WITH ALZHEIMER'S DISEASE AND RELATED DEMENTIAS, THEIR FAMILIES, PROFESSIONAL CAREGIVERS AND THE GENERAL PUBLIC WHILE RAISING AWARENESS AND FUNDING FOR RESEARCH FOR A CAUSE AND CURE. 14 14 11 500 0 426864 473069 27295 35085 2024 -163 317761 408609 773944 916600 68710 293108 0 520377 566888 0 83507 288505 302667 877592 1162663 -103648 -246063 688334 428883 94006 77071 594328 351812 X ALZHEIMERS NORTH CAROLINA, INC. IS DEDICATED TO PROVIDING EDUCATION, SUPPORT AND SERVICES TO INDIVIDUALS WITH ALZHEIMER'S DISEASE AND RELATED DEMENTIAS, THEIR FAMILIES, PROFESSIONAL CAREGIVERS AND THE GENERAL PUBLIC WHILE RAISING AWARENESS AND FUNDING FOR RESEARCH FOR A CAUSE AND CURE. false false 360610 35085 PUBLIC AWARENESS AND EDUCATION - 10 EDUCATION CONFERENCES ANNUALLY WITH 2-3 HOUR WORKSHOPS AND PUBLIC AWARENESS MEETINGS HELD ON AN AS NEEDED/REQUESTED BASIS THROUGHOUT THE 100 NC COUNTIES SERVED. THESE PROGRAMS-FREE TO FAMILIES-ARE TO INFORM THE PUBLIC AND TRAIN FAMILY AND PROFESSIONAL CAREGIVERS HOW TO COPE WITH MEMORY LOSS AND TEACH SKILLS THAT WILL PROVIDE A BETTER QUALITY OF LIFE FOR THEM AND FOR DEMENTIA PATIENTS FOR WHOM THEY ARE PROVIDING CARE. "ACCEPTING THE CHALLENGE" TRAINING PROGRAM HAS WON NATIONAL AND INTERNATIONAL AWARDS AND ACCLAIM FOR CONTENT AND PRESENTATION AND OUR "TAKING IT TO THE PUBLIC" CONFERENCES AND WORKSHOPS ARE BEING REPLICATED AROUND THE COUNTRY. 4070 PUBLIC POLICY EDUCATE AND INFORM THE PUBLIC AND LAWMAKERS ABOUT ALZHEIMER'S DISEASE AND RELATED DEMENTIAS, ISSUES INVOLVING FAMILY AND PROFESSIONAL CAREGIVERS AND THE NEED FOR RESEARCH FUNDING TO FIND A CAUSE(S) AND CURE. DEVELOP VOLUNTEERS IN LOCAL COMMUNITIES TO KEEP LOCAL, STATE AND NATIONAL LAWMAKERS INFORMED OF THE SPECIAL NEEDS OF INDIVIDUALS WITH DEMENTIA AND THE EMOTIONAL, PHYSICAL AND FINANCIAL IMPACT ON FAMILIES. 336404 16915 PATIENT AND FAMILY SERVICES PROVIDE: INDIVIDUAL AND FAMILY COUNSELING TO PERSONS WITH DEMENTIA AND THEIR FAMILIES OR PRIMARY CAREGIVERS; EMERGENCY RESPITE TO FAMILIES WHEN CAREGIVING BECOMES OVERWHELMING OR THERE ARE FAMILY EMERGENCIES; SUPPORT GROUPS FOR INDIVIDUALS WITH DEMENTIA AND THEIR CAREGIVERS; REFERRAL SERVICES; LENDING LIBRARIES OF EDUCATIONAL MATERIALS; NEWSLETTERS AND WEB SITE TO KEEP INDIVIDUALS, FAMILIES AND PROFESSIONALS INFORMED OF LATEST CAREGIVING AND RESEARCH INFORMATION. 288451 276193 RESEARCH - FUND RESEARCH TO FIND THE CAUSE(S) OF DEMENTIA, DEVELOP DIAGNOSIS, CAREGIVING AND TREATMENT OPTIONS, SEEK MEHTODS OF PREVENTION AND FIND A CURE FOR ALZHEIMER'S DISEASE AND RELATED DEMENTIAS. 288451 276193 989535 true true false false false false false false false false true false false false true true true false false false false false false false true false false true true false false false false false false false false false false false false false false false false false false true 0 0 false 11 true false false false false false true true false false false false false false X 14 14 false false false false false false false true true false false true true true true true true true true false X X ALICE W WATKINS 9198323732 1305 NAVAHO DR RALEIGH NC 27609 X RICHARD DAVAN JR SECRETARY 0.50 X 0 0 0 LAURA GADDIS DIRECTOR 0.50 X 0 0 0 DR DAN KAUFER DIRECTOR 0.50 X 0 0 0 DR LEN LECCI DIRECTOR 0.50 X 0 0 0 DEBRA MORGAN DIRECTOR 0.50 X 0 0 0 TODD COATS DIRECTOR 0.50 X 0 0 0 DR DONALD SCHMECHEL DIRECTOR 0.50 X 0 0 0 GREGORY WALLACE BD - CHAIRMA 0.50 X 0 0 0 DR KAREN DANIELS DIRECTOR 0.50 X 0 0 0 JULIE SHELDON BD - TREASUR 0.50 X 0 0 0 STEVEN LONG VICE CHAIRMA 0.50 X 0 0 0 LANIER M CANSLER DIRECTOR 0.50 X 0 0 0 GLENN HOOD DIRECTOR 0.50 X 0 0 0 ERIC LARSEN DIRECTOR 0.50 X 0 0 0 ALICE WATKINS EXECUTIVE DI 40.00 X 80767 0 0 80767 false false false 473069 473069 TRAININGS 25404 25404 CONTINUING EDUCATION 5286 5286 CONFERENCES 4395 4395 35085 1398 1398 3951 500 2637 3375 1314 -2875 -1561 -1561 430083 64892 365191 365191 48275 5782 42493 42493 MISCELLANEOUS INCOME 925 925 925 916600 76942 366589 276193 276193 16915 16915 80767 60575 12115 8077 402601 334063 29669 38869 46855 38254 4050 4551 36665 29935 3169 3561 31198 6552 23398 1248 3701 777 2776 148 23444 19140 2026 2278 80608 65836 7003 7769 24980 24980 24411 24411 7190 5871 621 698 4640 3790 403 447 CONTRACT LABOR 25766 25766 EQUIPMENT RENTAL & MAINT. 24467 19976 2115 2376 MISCELLANEOUS 17145 13998 1482 1665 INDIRECT FUND RAISING 10928 10928 24189 22503 794 892 1162663 989535 89621 83507 179603 311 425644 328777 10928 32504 9043 6799 5509 6074 97778 85457 22888 12321 34719 42097 688334 428883 90964 61314 3042 15757 94006 77071 X 140967 91810 453361 260002 594328 351812 688334 428883 -246063 3547 X false true X true false X 204749 423933 507679 392154 473069 2001584 204749 423933 507679 392154 473069 2001584 336229 1665355 3904 2880 2632 2024 1398 12838 988 15275 234 1135 430083 447715 2462137 84285 0.67640 0.79680 X PART II, LINE 10 MISCELLANEOUS 17,632 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 70173 62976 7197 27605 22481 5124 12321 OVERDRAFT LIABILITY 14581 CAPITALIZED LEASE OBLIGATIONS 1176 15757 X 972663 3547 43859 5782 53188 919475 -2875 -2875 916600 1215179 43859 8657 52516 1162663 1162663 SCHEDULE D, PAGE 3, PART X THE ASSOCIATION EVALUATES ITS UNCERTAIN TAX POSITIONS USING THE PROVISIONS OF FINANCIAL ACCONUTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10-25, RECOGNITION OF A TAX POSITION. ACCORDINGLY, THE ASSOCIATION'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION TAKEN THAT IS BENEFICIAL TO THE ASSOCIATION, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION OF MANAGEMENT WITH RESPECT TO A TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF JUNE 30, 2014 OR 2013. TAX YEARS SUBSEQUENT TO 2009 REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS. SCHEDULE D, PAGE 4, PART XI, LINE 2D COST OF GOODS SOLD 5,782 SCHEDULE D, PAGE 4, PART XI, LINE 4B LOSS ON FIXED ASSETS RECLASS -2,875 SCHEDULE D, PAGE 4, PART XII, LINE 2D COST OF GOODS SOLD 5,782 LOSS ON FIXED ASSETS RECLASS 2,875 ALZHEIMERS WALK 335418 335418 57644 GOLF TOURNAMENT 57453 57453 6421 1 37212 37212 827 430083 430083 64892 64892 365191 true DUKE UNIVERSITY 2138 CAMPUS DRIVE DURHAM NC 27708 501C3 121193 UNC-WILMINGTON- SMALL MOLECULE 601 S COLLEGE ROAD WILMINGTON NC 28403 50000 UNC-WILMINGTON- THERAPUTIC APPROACH 601 S COLLEGE ROAD WILMINGTON NC 28403 50000 ECU - BRODY SCHOOL OF MEDICINE 600 MOYE BLVD GREENSVILLE NC 27834 50000 1 RESPITE CARE 38 16915 SCHEDULE I, PAGE 1, PART I, LINE 2 THE ORGANIZATION SELECTS ITS GRANT RECIPENTS FOLLOWING SUCCESSFUL SUBMISSION OF A QUALIFIED PROPOSAL WHICH DETAILS THE RESEARCH PLAN, TIMELINE, AND BUDGET JUSTIFICATION FOR THE PROJECT. ONCE AN APPLICANT IS SELECTED FOR A ONE YEAR PROJECT, AN INTERIM REPORT IS REQUIRED AFTER SIX MONTHS TO THE RESEARCH COMMITTEE WITH A FINAL REPORT DUE AT THE END OF THE YEAR. IF THE RESEARCH PROJECT EXTENDS BEYOND THE ONE YEAR MARK, INTERIM REPORTS WILL BE PROVIDED EVERY SIX MONTHS WITH A FINAL REPORT AT THE END OF THE PROJECT. FOR THE GRANT RECIPIENT ORGANIZATION LISTED ON PART II, LINE 1(1), SPECIFIC EIN AND EXEMPT STATUS INFORMATION IS AVAILABLE UPON REQUEST. FORM 990 - ORGANIZATION'S MISSION ALZHEIMERS NORTH CAROLINA, INC. IS DEDICATED TO PROVIDING EDUCATION, SUPPORT AND SERVICES TO INDIVIDUALS WITH ALZHEIMER'S DISEASE AND RELATED DEMENTIAS, THEIR FAMILIES, PROFESSIONAL CAREGIVERS AND THE GENERAL PUBLIC WHILE RAISING AWARENESS AND FUNDING FOR RESEARCH FOR A CAUSE AND CURE. FORM 990, PAGE 2, PART III, LINE 4D RESEARCH - FUND RESEARCH TO FIND THE CAUSE(S) OF DEMENTIA, DEVELOP DIAGNOSIS, CAREGIVING AND TREATMENT OPTIONS, SEEK MEHTODS OF PREVENTION AND FIND A CURE FOR ALZHEIMER'S DISEASE AND RELATED DEMENTIAS. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS PREPARED BY THE ASSOCIATION'S CPA FIRM, PRESENTED TO THE EXECUTIVE DIRECTOR, STAFF FINANCE OFFICER AND BOARD TREASURER FOR REVIEW. A COPY OF THE DRAFT FORM 990 IS ALSO CIRCULATED TO THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 12C CONFLICT OF INTEREST STATEMENTS WILL BE SIGNED ANNUALLY BY MEMBERS OF THE BOARD OF DIRECTORS AND STAFF AND RECORDED IN THE MINUTES OF THE BOARD OF DIRECTORS AND POLICIES AND PROCEDURES MANUAL. ADDITIONALLY, THE ASSOCIATION ADOPTED WHISTLEBLOWER AND DOCUMENTATION RETENTION/DESTRUCTION POLICIES IN AUGUST 2012. THESE POLICIES WERE IMMEDIATELY IMPLEMENTED BY THE ASSOCIATION FOLLOWING ADOPTION. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD OF DIRECTORS BASED ON QUALIFICATIONS AND FUNDING REQUIREMENTS. FORM 990, PAGE 6, PART VI, LINE 15B THE EXECUTIVE DIRECTOR HAS FULL DISCRETION IN THE HIRING AND FIRING OF ORGANIZATION OFFICERS, HOWEVER SHE MAY CONSULT WITH THE BOARD OF DIRECTORS AND PRESENT NEED, CREDENTIALS AND FUNDING REQUIREMENTS. IN ADDITION, PERSONNEL ISSUES MAY BE BROUGHT BEFORE THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS BY THE EXECUTIVE DIRECTOR. FORM 990, PAGE 6, PART VI, LINE 19 ARTICLES OF INCORPORATION, BY-LAWS, POLICIES AND PROCEDURES MANUAL, CONFLICT OF INTEREST AND OTHER GOVERNING POLICIES, ANNUAL AUDITS AND 990'S ARE ON FILE IN THE FINANCE OFFICE AND AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII IN ADDITION TO THE BOARD OF DIRECTORS LISTED UNDER PART VII, THE ORGANIZATION ALSO ACKNOWLEDGES "EMERITUS BOARD MEMBERS" SEATS HELD BY: HOLMES HARDEN WILLIAM C. MOORE