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ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC (EIN 13-3039601)
Tax period
2013-07-01 to 2014-06-30
Filed
2014-11-14
IRS object ID
201423189349305512
Schema version
2013v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-14T14:07:58-06:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1175 W JACKSON BLVD STE 2000AddressLine1
CityCHICAGOCity
StateILState
ZIP Code60604ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133039601EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Alzheimer's Disease & Related DisordersBusinessNameLine1
Business Name Line2Association IncBusinessNameLine2
FieldValueIRS element (for citing)
In Care Of% RICHARD HOVLAND COO/CFOInCareOfNm
Business Name ControlALZHBusinessNameControlTxt
Phone3123358700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1225 N Michigan AveAddressLine1
Address Line2Suite 17th FlrAddressLine2
CityChicagoCity
StateILState
ZIP Code606017633ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD H HOVLANDPersonNm
Person TitleCOO/CFOPersonTitleTxt
Phone3123358700PhoneNum
Signature2014-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBridget T RochePreparerPersonNm
PTINP00666837PTIN
Phone3123358700PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1Alzheimer's AssociationBusinessNameLine1
FieldValueIRS element (for citing)
Principal OfficerRichard HovlandPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1225 N Michigan AveAddressLine1
CityChicagoCity
StateILState
ZIP Code606017633ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$165,739,045GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Group Exemption9334GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.alz.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1980FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionEliminate Alzheimer's disease through the advancement of research, provide & enhance care & support for all aff- ected & reduce the risk of dementia through promotion of brain health.ActivityOrMissionDesc
Voting Members Governing Body39VotingMembersGoverningBodyCnt
Voting Members Independent39VotingMembersIndependentCnt
Total Employee595TotalEmployeeCnt
Total Volunteers5556TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$108,946,787PYContributionsGrantsAmt
CY Contributions Grants$120,547,521CYContributionsGrantsAmt
PY Program Service Revenue$3,589,556PYProgramServiceRevenueAmt
CY Program Service Revenue$4,350,928CYProgramServiceRevenueAmt
PY Investment Income$2,271,114PYInvestmentIncomeAmt
CY Investment Income$2,334,371CYInvestmentIncomeAmt
PY Other Revenue$4,223,272PYOtherRevenueAmt
CY Other Revenue$3,965,656CYOtherRevenueAmt
PY Total Revenue$119,030,729PYTotalRevenueAmt
CY Total Revenue$131,198,476CYTotalRevenueAmt
PY Grants And Similar Paid$16,736,969PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$15,601,943CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$35,949,146PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$45,312,720CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$140,283PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$142,353CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$20,070,258CYTotalFundraisingExpenseAmt
PY Other Expenses$56,795,873PYOtherExpensesAmt
CY Other Expenses$61,593,597CYOtherExpensesAmt
PY Total Expenses$109,622,271PYTotalExpensesAmt
CY Total Expenses$122,650,613CYTotalExpensesAmt
PY Revenues Less Expenses$9,408,458PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$8,547,863CYRevenuesLessExpensesAmt
Total Assets BOY$138,486,960TotalAssetsBOYAmt
Total Assets EOY$161,616,574TotalAssetsEOYAmt
Total Liabilities BOY$53,897,965TotalLiabilitiesBOYAmt
Total Liabilities EOY$56,911,456TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$84,588,995NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$104,705,118NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ALZHEIMER'S ASSOCIATION IS THE WORLD'S LEADING VOLUNTARY HEALTH ORGANIZATION IN ALZHEIMER CARE, SUPPORT, AND RESEARCH. THE MISSION OF THE ALZHEIMER'S ASSOCIATION IS 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. THE VISION: A WORLD WITHOUT ALZHEIMER'S. THE ALZHEIMER'S ASSOCIATION IS A VALUED RESOURCE FOR CAREGIVERS AND THOSE LIVING WITH THE DISEASE, OFFERING INFORMATION, EDUCATION AND SUPPORT. THE ALZHEIMER'S ASSOCIATION HAS 80 CHAPTERS WORKING TOGETHER TO ACCOMPLISH THE MISSION. THE NATIONAL ORGANIZATION IS HEADQUARTERED IN CHICAGO, AND HAS A PUBLIC POLICY OFFICE IN WASHINGTON, D.C. THE ALZHEIMER'S ASSOCIATION PROVIDES 24/7 CONSTITUENT SUPPORT THROUGH A HELPLINE 365 DAYS A YEAR (1.800.272.3900) AND AN AWARD-WINNING WEB SITE, ALZ.ORG. THE ALZHEIMER'S ASSOCIATION IS THE WORLD'S LEADING VOLUNTARY HEALTH ORGANIZATION IN CARE, SUPPORMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$31,237,270ExpenseAmt
Grant$198,298GrantAmt
Revenue$165,913RevenueAmt
DescPublic Awareness and Education - 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 5 million Americans are living with Alzheimer's and more than 15 million people are providing 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 as the center of help and hope. 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 are engaged to educate their communities and workplaces.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$26,275,358ExpenseAmt
Grant$13,269,287GrantAmt
Revenue$3,972,383RevenueAmt
DescResearch - 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 filling 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 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 AssociationDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$10,801,005ExpenseAmt
Grant$677,819GrantAmt
Revenue$378,545RevenueAmt
DescChapter Services - From coast to coast, 80 chapters are in communities nationwide, providing services to families and professionals, including information and referral, support groups, care consultation, education and safety services. The national organization provides strategic, tactical, and direct support in these activities.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$26,946,217TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$1,456,539TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$95,259,850TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesYes (true)GamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document175IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee595EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members39GoverningBodyVotingMembersCnt
Independent Voting Member39IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldIDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldLAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTXStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonRICHARD HOVLAND COOCFOPersonNm
Phone3123355771PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1225 N MICHIGAN AVENUEAddressLine1
CityChicagoCity
StateILState
ZIP Code606017633ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Gerald Sampson
Chair, Exec. Comm., Director10.0Yes (X)Yes (X)$0$0$0
Stewart Putnam
Chair Elect, Exec. Comm., Dir.10.0Yes (X)Yes (X)$0$0$0
Deborah Jones
Secretary, Exec. Comm., Dir.10.0Yes (X)Yes (X)$0$0$0
Thomas J Winkel
Treasurer, Exec. Comm., Dir.10.0Yes (X)Yes (X)$0$0$0
Christopher Binkley
Director and Exec Committee5.0Yes (X)$0$0$0
Bill Buechele
Director and Exec Committee5.0Yes (X)$0$0$0
Jack Faer
Director and Exec Committee5.0Yes (X)$0$0$0
Marlana Geha PhD
Director and Exec Committee5.0Yes (X)$0$0$0
Louis Holland Jr
Director and Exec Committee5.0Yes (X)$0$0$0
Jacqueline Kouri
Director and Exec Committee5.0Yes (X)$0$0$0
Ralph A Nixon MD PhD
Director and Exec Committee5.0Yes (X)$0$0$0
Margaret Noel MD
Director and Exec Committee5.0Yes (X)$0$0$0
Ronald Petersen MD PhD
Director and Exec Committee5.0Yes (X)$0$0$0
Kimberly Reed
Director and Exec Committee5.0Yes (X)$0$0$0
Carl E Tuerk Jr
Director and Exec Committee5.0Yes (X)$0$0$0
Electra Anderson
Director5.0Yes (X)$0$0$0
Robert K Burke
Director5.0Yes (X)$0$0$0
Laurie Burrows Grad
Director5.0Yes (X)$0$0$0
Anna C Catalano
Director5.0Yes (X)$0$0$0
Matthew Furman
Director5.0Yes (X)$0$0$0
Deborah Garrett
Director5.0Yes (X)$0$0$0
Elizabeth Gelfand Stearns
Director5.0Yes (X)$0$0$0
David Goltermann
Director5.0Yes (X)$0$0$0
James Grossmann
Director5.0Yes (X)$0$0$0
Verna Jones-Rodwell
Director5.0Yes (X)$0$0$0
Jeffrey Maloney
Director5.0Yes (X)$0$0$0
Joe McCafferty
Director5.0Yes (X)$0$0$0
David Moscow
Director5.0Yes (X)$0$0$0
Patrick Peyton
Director5.0Yes (X)$0$0$0
Deborah A Randall Esq
Director5.0Yes (X)$0$0$0
Brian Richardson
Director5.0Yes (X)$0$0$0
Scott Russell EdD
Director5.0Yes (X)$0$0$0
David Simbro
Director5.0Yes (X)$0$0$0
Alan Silverglat
Director5.0Yes (X)$0$0$0
Stan Thurston
Director5.0Yes (X)$0$0$0
Joan Uronis
Director5.0Yes (X)$0$0$0
Paul Wexler
Director5.0Yes (X)$0$0$0
R Thomas Bodkin
Director (Thru 10/19/13)5.0Yes (X)$0$0$0
Cathy Edge
Director (Thru 10/19/13)5.0Yes (X)$0$0$0
Karen Kauffman PhD CRNP BC
Director (Thru 10/19/13)5.0Yes (X)$0$0$0
John E Maggio PhD
Director (Thru 10/19/13)5.0Yes (X)$0$0$0
Suzanne B Swift
Director (Thru 10/19/13)5.0Yes (X)$0$0$0
Jerome H Stone
Founding Pres, Honorary Chair5.0Yes (X)$0$0$0
Bonnie Marcus
Director (thru 10/19/13)5.0Yes (X)
Harry Johns
President & CEO60.0Yes (X)$748,885$36,360$265,9281.7
Richard Hovland
COO/CFO60.0Yes (X)$494,155$502$94,3740.1
Angela Geiger
Chief Strategy Officer60.0$473,506$1,444$100,5550.1Yes (X)
Maria Carrillo
VP Med & Scientific Relations60.0$317,132$0$33,124Yes (X)
Robert Egge
VP - Public Policy60.0$315,795$18,760$55,6172.0Yes (X)
Scott Gardner
VP - Chapter Relations60.0$277,252$294$40,2970.1Yes (X)
Paula Pelissero
Sr. Director, Human Resources55.0$223,901$0$8,503Yes (X)
Donna McCullough
VP - Mass Market & Corp Dev60.0$275,685$0$33,784Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,126,311TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$57,360TotReportableCompRltdOrgAmt
Total Other Compensation$632,182TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K75IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
Olson Co Inc
420 North Fifth St Ste 1000MINNEAPOLISMN55401Advertising$14,980,660
Alaniz
425 N Iris StreetMT PLEASANTIA52641Print/Letter Shop$6,235,068
Web Mason
PO Box 62414BALTIMOREMD21264Print/Letter Shop$2,301,010
Michigan Avenue Plaza
PO Box 88181 Expedite WayCHICAGOIL60695Realtor$1,851,503
RR Donnelly
PO Box 93514CHICAGOIL60673Print/Letter Shop$1,664,785
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K102CntrctRcvdGreaterThan100KCnt
Membership Dues$249,175MembershipDuesAmt
Fundraising$1,051,886FundraisingAmt
Government Grants$2,903,377GovernmentGrantsAmt
All Other Contributions$116,343,083AllOtherContributionsAmt
Noncash Contributions$5,225,166NoncashContributionsAmt
Total Contributions$120,547,521TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PROGRAM CONFERENCES611710$3,823,270$3,823,270
JOURNAL511120$149,113$149,113
SAFE RETURN REGISTRATION FEES611710$172,513$172,513
CAREGIVER TRAINING611710$206,032$206,032
FieldValueIRS element (for citing)
Total Program Service Revenue$4,350,928TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,044,612TotalRevenueColumnAmt
Exclusion$2,044,612ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$44,893TotalRevenueColumnAmt
Exclusion$44,893ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$32,458,884SecuritiesAmt
Other$0OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$32,167,054SecuritiesAmt
Other$2,071OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$291,830SecuritiesAmt
Other-$2,071OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$289,759TotalRevenueColumnAmt
Exclusion$289,759ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$3,565,630FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,051,886ContriRptFundraisingEventAmt
Fundraising Direct Expenses$1,671,846FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,893,784TotalRevenueColumnAmt
Exclusion$1,893,784ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$53,322GamingGrossIncomeAmt
Gaming Direct Expenses$7,256GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$46,066TotalRevenueColumnAmt
Exclusion$46,066ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$933,495GrossSalesOfInventoryAmt
Cost Of Goods Sold$692,342CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$241,153TotalRevenueColumnAmt
Related Or Exempt Func Income$165,913RelatedOrExemptFuncIncomeAmt
Exclusion$75,240ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
AFFILIATE REVENUE900099$1,176,221$1,176,221
CHAPTER LICENSING AND MAINTENANCE900099$547,650$547,650
OTHER REVENUE900099$15,889$15,889
FieldValueIRS element (for citing)
Other Revenue Total$1,739,760OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$131,198,476TotalRevenueColumnAmt
Related Or Exempt Func Income$4,516,841RelatedOrExemptFuncIncomeAmt
Exclusion$6,134,114ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$13,891,406TotalAmt
Program Services$13,891,406ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$1,710,537TotalAmt
Program Services$1,710,537ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,194,206TotalAmt
Program Services$1,322,619ProgramServicesAmt
Management And General$350,115ManagementAndGeneralAmt
Fundraising$521,472FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$34,438,947TotalAmt
Program Services$25,318,718ProgramServicesAmt
Management And General$1,786,009ManagementAndGeneralAmt
Fundraising$7,334,220FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$5,133,070TotalAmt
Program Services$3,819,366ProgramServicesAmt
Management And General$242,915ManagementAndGeneralAmt
Fundraising$1,070,789FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,424,668TotalAmt
Program Services$2,583,094ProgramServicesAmt
Management And General$227,336ManagementAndGeneralAmt
Fundraising$614,238FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$121,829TotalAmt
Program Services$89,172ProgramServicesAmt
Management And General$8,589ManagementAndGeneralAmt
Fundraising$24,068FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$687,821TotalAmt
Program Services$411,531ProgramServicesAmt
Management And General$27,524ManagementAndGeneralAmt
Fundraising$248,766FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$126,100TotalAmt
Program Services$101,587ProgramServicesAmt
Management And General$12,031ManagementAndGeneralAmt
Fundraising$12,482FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$336,000TotalAmt
Program Services$336,000ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$142,353TotalAmt
Fundraising$142,353FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$119,600TotalAmt
Program Services$119,600ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$8,908,065TotalAmt
Program Services$5,210,976ProgramServicesAmt
Management And General$1,033,614ManagementAndGeneralAmt
Fundraising$2,663,475FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$14,499,450TotalAmt
Program Services$14,158,434ProgramServicesAmt
Management And General$77,153ManagementAndGeneralAmt
Fundraising$263,863FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$19,597,729TotalAmt
Program Services$12,072,339ProgramServicesAmt
Management And General$2,949,412ManagementAndGeneralAmt
Fundraising$4,575,978FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$651,785TotalAmt
Program Services$552,292ProgramServicesAmt
Management And General$32,854ManagementAndGeneralAmt
Fundraising$66,639FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,953,998TotalAmt
Program Services$6,026,452ProgramServicesAmt
Management And General$224,943ManagementAndGeneralAmt
Fundraising$702,603FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,786,539TotalAmt
Program Services$5,172,987ProgramServicesAmt
Management And General$207,099ManagementAndGeneralAmt
Fundraising$1,406,453FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,222,289TotalAmt
Program Services$1,024,077ProgramServicesAmt
Management And General$52,692ManagementAndGeneralAmt
Fundraising$145,520FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,141,592TotalAmt
Program Services$916,700ProgramServicesAmt
Management And General$76,528ManagementAndGeneralAmt
Fundraising$148,364FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$177,483TotalAmt
Program Services$153,897ProgramServicesAmt
Management And General$3,383ManagementAndGeneralAmt
Fundraising$20,203FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc
.
.
.
.

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$385,146TotalAmt
Program Services$268,066ProgramServicesAmt
Management And General$8,308ManagementAndGeneralAmt
Fundraising$108,772FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$122,650,613TotalAmt
Program Services$95,259,850ProgramServicesAmt
Management And General$7,320,505ManagementAndGeneralAmt
Fundraising$20,070,258FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$14,226,605TotalAmt
Program Services$8,646,762ProgramServicesAmt
Management And General$2,043,933ManagementAndGeneralAmt
Fundraising$3,535,910FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$20,099,316BOYAmt
EOY$29,835,931EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$16,003,666BOYAmt
EOY$28,737,753EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$26,978,835BOYAmt
EOY$15,467,687EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$947,586BOYAmt
EOY$40,000EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$303,947BOYAmt
EOY$415,792EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,372,636BOYAmt
EOY$4,623,058EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$21,823,890LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$14,149,065LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$5,807,081BOYAmt
EOY$7,674,825EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$47,313,443BOYAmt
EOY$54,288,980EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$14,660,450BOYAmt
EOY$20,532,548EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$138,486,960BOYAmt
EOY$161,616,574EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$7,485,089BOYAmt
EOY$9,555,088EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$23,356,557BOYAmt
EOY$21,885,412EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,795,357BOYAmt
EOY$3,183,375EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$20,260,962BOYAmt
EOY$22,287,581EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$53,897,965BOYAmt
EOY$56,911,456EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$34,866,162BOYAmt
EOY$39,687,770EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$24,811,186BOYAmt
EOY$37,497,269EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$24,911,647BOYAmt
EOY$27,520,079EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$84,588,995BOYAmt
EOY$104,705,118EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$138,486,960BOYAmt
EOY$161,616,574EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$8,547,863ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,630,720NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments$3PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$6,937,537OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$75,626,278CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$85,472,068CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$91,869,920CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$107,906,015CurrentTaxYearMinus1YearAmt
Current Tax Year$120,547,521CurrentTaxYearAmt
Total$481,421,802TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$75,626,278CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$85,472,068CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$91,869,920CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$107,906,015CurrentTaxYearMinus1YearAmt
Current Tax Year$120,547,521CurrentTaxYearAmt
Total$481,421,802TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$9,634,871SubstantialContributorsTotAmt
Public Support Total170$471,786,931PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,969,538CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,154,572CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,076,055CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,376,737CurrentTaxYearMinus1YearAmt
Current Tax Year$2,089,505CurrentTaxYearAmt
Total$10,666,407TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,610,156CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,921,675CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,683,529CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,918,160CurrentTaxYearMinus1YearAmt
Current Tax Year$6,103,829CurrentTaxYearAmt
Total$26,237,349TotalAmt
FieldValueIRS element (for citing)
Total Support$518,325,558TotalSupportAmt
Gross Receipts Rltd Activities$21,837,490GrossReceiptsRltdActivitiesAmt
Public Support CY1700.91021PublicSupportCY170Pct
Public Support PY1700.90928PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Public Support CY5090.00000PublicSupportCY509Pct

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersYes (true)VolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsYes (true)MediaAdvertisementsInd
Media Advertisements$127,951MediaAdvertisementsAmt
Mailings MembersYes (true)MailingsMembersInd
Mailings Members$3,000MailingsMembersAmt
Publications Or BroadcastYes (true)PublicationsOrBroadcastInd
Publications Or Broadcast$13,000PublicationsOrBroadcastAmt
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$941,385DirectContactLegislatorsAmt
Rallies DemonstrationsYes (true)RalliesDemonstrationsInd
Rallies Demonstrations$759,461RalliesDemonstrationsAmt
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$1,844,797TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule C, Part II-B, Line 1aVOLUNTEERS Most of the Association's lobbying is through volunteers. Additionally the association has training to develop and organize chapter based grassroots activities. For fiscal year 2014 these training expenditures were $352,773. As Alzheimer's disease and related dementias, hereafter referred to as Alzheimer's disease, 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.
Schedule C, Part II-B, Line 1cMEDIA ADVERTISEMENTS Media advertisements were run during the Advocacy Forum.
Schedule C, Part II-B, Line 1dMAILING TO MEMBERS, LEGISLATORS OR THE PUBLIC Mailing costs to distribute Facts and Figures to legislators.
Schedule C, Part II-B, Line 1ePUBLICATIONS, OR PUBLISHED OR BROADCAST STATEMENTS The Association distributed Federal and State Updates approximately 26 times during the year.
Schedule C, Part II-B, Line 1gDIRECT CONTACT The Association utilized Appropriation Consultants to make direct contact with legislators.

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,654,952BeginningYearBalanceAmt
Contributions$1,060,152ContributionsAmt
Investment Earnings Or Losses$1,961,725InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,961,725GrantsOrScholarshipsAmt
End Year Balance$13,715,104EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,611,486BeginningYearBalanceAmt
Contributions$333,853ContributionsAmt
Investment Earnings Or Losses$709,613InvestmentEarningsOrLossesAmt
End Year Balance$12,654,952EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,255,752BeginningYearBalanceAmt
Contributions$323,701ContributionsAmt
Investment Earnings Or Losses$32,033InvestmentEarningsOrLossesAmt
End Year Balance$11,611,486EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,438,167BeginningYearBalanceAmt
Contributions$632,021ContributionsAmt
Investment Earnings Or Losses$1,185,564InvestmentEarningsOrLossesAmt
End Year Balance$11,255,752EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,125,409BeginningYearBalanceAmt
Contributions$117,211ContributionsAmt
Investment Earnings Or Losses$1,195,547InvestmentEarningsOrLossesAmt
End Year Balance$9,438,167EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.94597PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.05403TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$160,000OtherCostOrOtherBasisAmt
Book Value$160,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$440,000OtherCostOrOtherBasisAmt
Depreciation$22,564DepreciationAmt
Book Value$417,436BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,234,285OtherCostOrOtherBasisAmt
Depreciation$2,922,951DepreciationAmt
Book Value$1,311,334BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,150,705OtherCostOrOtherBasisAmt
Depreciation$5,485,859DepreciationAmt
Book Value$1,664,846BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,838,900OtherCostOrOtherBasisAmt
Depreciation$5,717,691DepreciationAmt
Book Value$4,121,209BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$7,674,825TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
BENEFICIAL INTERESTS$20,310,202F
ASSETS HELD IN TRUST$222,346F
FieldValueIRS element (for citing)
Total Book Value Securities$20,532,548TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
DUE TO CHAPTERS$15,183,396
GIFT ANNUITY OBLIGATIONS$5,049,478
DEFFERED RENT$1,682,361
DEFFERED COMPENSATION$372,346
FieldValueIRS element (for citing)
Total Liability$22,287,581TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$141,154,264TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$4,630,720NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$3,338,292DonatedServicesAndUseFcltsAmt
Other Revenue$1,294,434OtherRevenueAmt
Revenue Not Reported$9,263,446RevenueNotReportedAmt
Revenue Subtotal$131,890,818RevenueSubtotalAmt
Other Revenues Not Included-$692,342OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$692,342RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$131,198,476TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$127,201,633TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$3,338,292DonatedServicesUseFcltsAmt
Other Expenses Included$1,212,728OtherExpensesIncludedAmt
Expenses Not Reported$4,551,020ExpensesNotReportedAmt
Expenses Subtotal$122,650,613ExpensesSubtotalAmt
Total Expenses Per Form990$122,650,613TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4INTENDED USES OF ENDOWMENT FUNDS Permanently restricted net assets 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 48%) or not purpose restricted (approximately 52%). 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. - 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, 2014, 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.
SCHEDULE D, PART X, LINE 2FIN 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 Activity Committee (AIMPAC) is a political action committee organization exempt from federal taxes under Section 527 of the IRC. The Financial Accounting Standards Board 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 is no interest or penalties recognized in the consolidated statements of activities or statements of financial position. Aside from the current year, the tax years ended 2010, 2011, 2012 and 2013 are still open to audit for both federal and state purposes.
Schedule D, Part XI, Line 2DRECONCILIATION OF REVENUE Change in perpetual trust $1,548,279 Change in split interest (253,845) TOTAL $1,294,434
Schedule D, Part XI, Line 4BRECONCILIATION OF REVENUE Cost Of Goods Sold $(692,342) TOTAL $(692,342)
Schedule D, Part XII, Line 2DRECONCILIATION OF EXPENSES Cost of goods sold $692,342 Bad debt $520,386 TOTAL $1,212,728

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
North AmericaProgram ServicesGrantmaking$198,956
Europe (Including Iceland and Greenland)Program ServicesGrantmaking$1,175,201
East Asia and the PacificProgram ServicesGrantmaking$336,380
FieldValueIRS element (for citing)
Subtotal Spent$1,710,537SubtotalSpentAmt
Total Spent$1,710,537TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (14 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtValuation Method UsedValuationMethodUsedDesc
Europe (Including Iceland and Greenland)Program Support$100,000Check or WTFMV
North AmericaProgram Support$99,958Check or WTFMV
Europe (Including Iceland and Greenland)Program Support$100,000Check or WTFMV
Europe (Including Iceland and Greenland)Program Support$99,971Check or WTFMV
Europe (Including Iceland and Greenland)Program Support$195,654Check or WTFMV
Europe (Including Iceland and Greenland)Program Support$243,952Check or WTFMV
East Asia and the PacificProgram Support$98,780Check or WTFMV
Europe (Including Iceland and Greenland)Program Support$98,119Check or WTFMV
Europe (Including Iceland and Greenland)Program Support$95,700Check or WTFMV
Europe (Including Iceland and Greenland)Program Support$98,805Check or WTFMV
North AmericaProgram Support$98,998Check or WTFMV
Europe (Including Iceland and Greenland)Program Support$100,000Check or WTFMV
East Asia and the PacificProgram Support$237,600Check or WTFMV
Europe (Including Iceland and Greenland)Program Support$43,000Check or WTFMV
FieldValueIRS element (for citing)
Total501c3 Org14Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 2FormAndLineReferenceDesc
ExplanationPROCEDURE FOR MONITORING USE OF GRANT FUNDS OUTSIDE U.S. The over-sight of the scientific integrity of the Alzheimer's Association International Research Grant Program is three-fold. First, the Alzheimer's Association voluntary Medical & Scientific Advisory Council ensures peer review and high quality of funded awards during the grant review process and develops focused requests for applications (RFAs) based on identified needs in the Alzheimer research community. Second, the Alzheimer's Association is engaged in a portfolio analysis 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 analysis informs future funding decisions and areas of RFA focus. Third, there is a detailed process once a grant is awarded to monitor program and 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 reporting to the Alzheimer's Association on both the status of the research project and financial expenditures associated with the award. Sixty days prior to the anniversary of the award, an Alzheimer's Association Post-Award Specialist 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, and interim financial report and documentation of any publications as a result of Association funding. 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.altum.com/login.asp. 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 Post-Award Specialist for accuracy and consistency with the agreed upon budget. In addition, the Association required protocol continuation approval (i.e., IACUC, IRB, RDNA) annually, if applicable to the research project. Any subsequent payments to grant awardees are generated after their receipt and approval by the Vice President of Medical and Scientific Relations. At the conclusion of the award, all reports/publication(s) are due 90 days after the award expires and must be uploaded to ProposalCentral online system. The financial report must be signed by the institutional official who has fiscal responsibility for the award. In addition, the association requests, monitors, and follows-up to ensure submission compliance on all awarded contracts and that financial reporting requirements are met. Awardees' financial reports are audited annually 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 must be returned to the Alzheimer's Association. This Researcher becomes ineligible to apply for funding from the Alzheimer's Association. Foreign institutions are required to submit one of the following as verification of non-profit status: * Organization's charter, bylaws and other governing documents * Documentation of non-profit designation from organization's government 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 Research Grant Program. All institutions are required to submit verification of their non-profit status dated within the last five years (e.g., IRS tax determination letter). If their determination letter is dated prior to this five year period, the institution is asked to provide documentation from an authorized organization individual to confirm there has not been a status change for the organization. For the Part the Cloud Translational Research Grant Program, any for-profit applicant is required to submit their financial statements. Prior to award confirmation, the Medical and Scientific Department verifies that each awardee is compliant with federal laws and does not appear on the Specially Designated Nationals (SDN) lists. For transactions unrelated to the International Research Grant Program in the Medical and Scientific Department, the same verification is performed. 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.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

ActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
THD
DM Outrch PUSH E-MAILfalse$42,333,243$1,050,981$41,282,212
Infocision
Aware Vol Programfalse$570,809$43,083$527,726
FieldValueIRS element (for citing)
Total Gross Receipts$42,904,052TotalGrossReceiptsAmt
Total Retained By Contractors$1,094,064TotalRetainedByContractorsAmt
Total Net To Organization$41,809,938TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1NY GalaNameOfEvent1Amt
Gross Receipts Event1$1,100,146GrossReceiptsEvent1Amt
Charitable Contri Event1$287,146CharitableContriEvent1Amt
Gross Revenue Event1$813,000GrossRevenueEvent1Amt
Non Cash Prizes Event1$155,146NonCashPrizesEvent1Amt
Food And Beverage Event1$241,502FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$145,529OtherDirectExpensesEvent1Amt
Name Of Event2Sardi'sNameOfEvent2Amt
Gross Receipts Event2$1,119,191GrossReceiptsEvent2Amt
Charitable Contri Event2$403,491CharitableContriEvent2Amt
Gross Revenue Event2$715,700GrossRevenueEvent2Amt
Non Cash Prizes Event2$194,241NonCashPrizesEvent2Amt
Food And Beverage Event2$135,428FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$109,921OtherDirectExpensesEvent2Amt
Other Events Total19OtherEventsTotalCnt
Gross Receipts Other Events$2,398,179GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$361,249CharitableContriOtherEventsAmt
Gross Revenue Other Events$2,036,930GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$67,319NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$34,072RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$288,516FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$300,172OthDirectExpnssOtherEventsAmt
Gross Receipts Total$4,617,516GrossReceiptsTotalAmt
Charitable Contributions Tot$1,051,886CharitableContributionsTotAmt
Gross Revenue Total Events$3,565,630GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$416,706NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$34,072RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$665,446FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$555,622OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$1,671,846DirectExpenseSummaryEventsAmt
Net Income Summary$1,893,784NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Gross Revenue Other Gaming$53,322GrossRevenueOtherGamingAmt
Cash Prizes Other Gaming$0CashPrizesOtherGamingAmt
Non Cash Prizes Other Gaming$7,256NonCashPrizesOtherGamingAmt
Rent Fclty Costs Other Gaming$0RentFcltyCostsOtherGamingAmt
Oth Direct Expnss Other Gaming$0OthDirectExpnssOtherGamingAmt
Volunteer Labor Other GamingfalseVolunteerLaborOtherGamingInd
Gross Revenue Total Gaming$53,322GrossRevenueTotalGamingAmt
Cash Prizes Total Gaming$0CashPrizesTotalGamingAmt
Non Cash Prizes Total Gaming$7,256NonCashPrizesTotalGamingAmt
Rent Fclty Costs Total Gaming$0RentFcltyCostsTotalGamingAmt
Oth Direct Expnss Total Gaming$0OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming$7,256DirectExpenseSummaryGamingAmt
Net Gaming Income Summary$46,066NetGamingIncomeSummaryAmt
FieldValueIRS element (for citing)
States Where Gaming ConductedILStatesWhereGamingConductedCd
States Where Gaming ConductedIAStatesWhereGamingConductedCd
States Where Gaming ConductedNEStatesWhereGamingConductedCd
LicensedYes (true)LicensedInd
License Suspended EtcfalseLicenseSuspendedEtcInd
Gaming With NonmembersYes (true)GamingWithNonmembersInd
Member Of Other EntityfalseMemberOfOtherEntityInd
Gaming Other Facility1.00000GamingOtherFacilityPct
Individual With BooksMichelle HeltonIndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line1225 N Michigan Ave 17th FlrAddressLine1
CityChicagoCity
StateILState
ZIP Code606017633ZIPCode
FieldValueIRS element (for citing)
Cntrct With3rd Prty For Game RevfalseCntrctWith3rdPrtyForGameRevInd
Gaming Manager PersonLynne CareyGamingManagerPersonNm
Gaming Manager Compensation$600GamingManagerCompensationAmt
Gaming Manager Services ProvOverall supervision and managementGamingManagerServicesProvTxt
Gaming Manager Is EmployeeYes (X)GamingManagerIsEmployeeInd
Charitable Distribution RqrfalseCharitableDistributionRqrInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule G, Part I, Line 2B, Box (III)FUNDRAISING CONSULTANT - CONTROL ARRANGEMENT The Alzheimer's Association is no longer engaged with Infocision Management Corporation (IMC) for professional fundraising consultant services. The contract has ended and the Alzheimer's Association did not renew the contract. 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; E-Mail Program Management; Budgeting Management; Report Management.
Schedule G, 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.
SCHEDULE G, PART III, LINE 11ORGANIZATION OPERATES GAMING ACTIVITIES WITH NONMEMBERS The Alzheimer's Association is not a membership organization as described by the IRS. The organization, therefore, does not consider its donors members. As such, the organization has checked Box 11 in Part II of Schedule G "Yes".
SCHEDULE G, PART III, LINE 16ADDITIONAL GAMING MANAGER INFORMATION Name: Kate Levy Gaming manager compensation: $300 Description of services provided: Recordkeeping Employee Name: Katherine Lee Gaming manager compensation: $300 Description of services provided: Cash management and bank deposits Employee

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (97 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2
Yale University
295 Congress AveNew HavenCT06536060646973501(c)(3)$450,000FMVProgram Support
Trustees of Boston University
715 Albany StBostonMA02118104210354501(c)(3)$450,000FMVProgram Support
New York University School of Medicine
One Park AveNYNY10016135562308501(c)(3)$450,000FMVProgram Support
University of Illinois Chicago
809 S Marshfield AveChgoIL60612362174823501(c)(3)$450,000FMVProgram Support
University of Wisconsin Madison
600 Highland AveMadisonWI53792396006492501(c)(3)$100,000FMVProgram Support
University of Pittsburgh
3025 E Carson StPittsburghPA15203250965591501(c)(3)$149,998FMVProgram Support
Case Western Reserve University
10900 Euclid AveClevelandOH44106341018992501(c)(3)$100,000FMVProgram Support
Rush University Medical Ctr
1645 W Jackson BlvdChgoIL60612362174823501(c)(3)$99,914FMVProgram SupportWestern Road
University of California San Francisco
3333 Calif StSan FranciscoCA94143946036493501(c)(3)$100,000FMVProgram Support845 Sherbrooke St W James Admin B
Baylor College of Medicine
1250 Moursund StHoustonTX77030174161378501(c)(3)$100,000FMVProgram Support
Mayo Clinic Jacksonville
4500 San Pablo RdJacksonvilleFL32224159333702501(c)(3)$99,999FMVProgram Support
Mayo Clinic Jacksonville
4500 San Pablo RdJacksonvilleFL32224159333702501(c)(3)$100,000FMVProgram Support
Icahn School of Medicine at Mount Sinai
1 Gustave Levy PlNYNY10029136171197501(c)(3)$100,000FMVProgram Support
University of Texas at Austin
101 E 27th StAustinTX78712746000203501(c)(3)$100,000FMVProgram Support
Georgetown University
Harris Bldg Ste 1100WashDC20007530196603501(c)(3)$99,931FMVProgram Support
Washington University in St Louis
425 S Euclid AveSt LouisMO63110431653611501(c)(3)$100,000FMVProgram Support
University of Utah
10 S 2000 ESalt Lake CityUT84112876000525501(c)(3)$99,999FMVProgram Support
University of Washington
4333 Brooklyn Ave NESeattleWA98195916001537501(c)(3)$99,946FMVProgram Support
University of Michigan
1301 Catherine StAnn ArborMI48109386006309501(c)(3)$99,839FMVProgram Support
Bedford VA Research Corp
150 S Huntington AveBostonMA02130043512440501(c)(3)$99,954FMVProgram Support
Case Western Reserve University
10900 Euclid AveClevelandOH44106341018992501(c)(3)$100,000FMVProgram Support
Rutgers
195 University AveNewarkNJ07102226001086501(c)(3)$100,000FMVProgram Support
The University of California at Irvine
5171 Calif AveIrvineCA92697952226406501(c)(3)$244,194FMVProgram Support
The University of Alabama
1720 2nd Ave SBirminghamAL35294163600539501(c)(3)$245,151FMVProgram Support
University of Miami
1320 S Dixie HghyCoral GablesFL33146590614458501(c)(3)$244,498FMVProgram Support
Cleveland Clinic Foundation
9500 Euclid AveClevelandOH44195340714585501(c)(3)$243,952FMVProgram Support
Boston University
85 East Newton StBostonMA02118104210354501(c)(3)$243,881FMVProgram Support
Brigham and Women's Hospital
75 Francis StBostonMA02115104231290501(c)(3)$244,109FMVProgram Support
University of Calif - San Francisco
3333 Calif StSan FranciscoCA94143946036493501(c)(3)$245,152FMVProgram Support
Beth Israel Deaconess Medical
330 Brookline AveBostonMA02215042103881501(c)(3)$243,951FMVProgram Support
Joslin Diabetes Center
One Joslin PlaceBostonMA02215042203836501(c)(3)$243,955FMVProgram Support
University of Pittsburgh
123 University PlPittsburghPA15213250965591501(c)(3)$245,152FMVProgram Support
University of California San Diego
9500 Gilman DrLa JollaCA92093956006144501(c)(3)$241,138FMVProgram Support
Boston University
85 East Newton StBostonMA02118104210354501(c)(3)$243,441FMVProgram Support
Yale University
47 College StNew HavenCT06520060646973501(c)(3)$243,952FMVProgram Support
Medical University of S Carolina
19 Hagood AveCharlestonSC29425576000722501(c)(3)$243,542FMVProgram Support
Cleveland Clinic Foundation
9500 Euclid AveClevelandOH44195340714585501(c)(3)$166,393FMVProgram Support
Icahn School of Medicine at Mt Sinai
1 Gustave Levy PlNYNY10029136171197501(c)(3)$166,096FMVProgram Support
Nathan Kline Institute
140 Old Orangeburg RdOrangeburgNY10962141410842501(c)(3)$98,738FMVProgram Support
University of Rochester
518 Hylan BldgRochesterNY14627160743209501(c)(3)$98,780FMVProgram Support
Cornell University
373 Pine Tree RdIthacaNY14850150532082501(c)(3)$98,760FMVProgram Support
University of Washington
4333 Brooklyn Ave NESeattleWA98195916001537501(c)(3)$98,780FMVProgram Support
University of NC Chapel Hill
104 Airport DrChapel HillNC27599566001393501(c)(3)$98,506FMVProgram Support
University of Michigan
3003 S State StAnn ArborMI48109386006309501(c)(3)$98,515FMVProgram Support
Sun Health Research Institute
10515 W Santa Fe DrSun CityAZ85351450233470501(c)(3)$98,732FMVProgram Support
University of North Texas at Fort Worth
3500 Camp Bowie BlvdFt WorthTX76107756064033501(c)(3)$98,780FMVProgram Support
Rutgers
3 Rutgers PlNew BrunswickNJ08901226001086501(c)(3)$98,780FMVProgram Support
Barrow Neurological Institute
350 W Thomas RdPhoenixAZ85013860096787501(c)(3)$98,780FMVProgram Support
University of California - San Diego
9500 Gilman DrLa JollaCA92093956006144501(c)(3)$98,780FMVProgram Support
University of Oklahoma
Svc Center BldgOkla CityOK73126736017987501(c)(3)$98,853FMVProgram Support
Roskamp Institute
2040 Whitfield AveSarasotaFL34243271397124501(c)(3)$98,805FMVProgram Support
Brandeis University
415 South StWalthamMA02454042103552501(c)(3)$98,781FMVProgram Support
Indiana University
980 Indiana AveIndianapolisIN46202356001673501(c)(3)$98,874FMVProgram Support
University of Kentucky
500 S LimestoneLexingtonKY40526616033693501(c)(3)$98,966FMVProgram Support
University of Texas Southwestern
5323 Harry Hines RdDallasTX75390175600286501(c)(3)$98,640FMVProgram Support
Tufts Medical Center
800 Washington StBostonMA02111043400617501(c)(3)$98,779FMVProgram Support
Medical Center Columbia University
630 W 168th StNYNY10032135598093501(c)(3)$98,756FMVProgram Support
American Brain Foundation
203 Chicago AveMinneapolisMN55415430653611501(c)(3)$43,333FMVProgram Support
University of California San Francisco
3333 Calif StSan FranciscoCA94143946036493501(c)(3)$212,419FMVProgram Support
University of Southern California
3720 S Flower StLos AngelesCA90089951642394501(c)(3)$457,000FMVProgram Support
Gladstone Institute
1650 Owens StSan FranciscoCA94158123702366501(c)(3)$240,000FMVProgram Support
Foundation for the National Institute of Health
9650 Rockville PikeBethesdaMD20814521986675501(c)(3)$650,000FMVProgram Support
Reagan Udall Foundation
800 I St NWWashDC20001263727917501(c)(3)$205,991FMVProgram Support
National Biomedical Research
3108 Skipworth DrLas VegasNV89107352462963501(c)(3)$100,000FMVProgram Support
University of Miami
1320 S Dixie HghyCoral GablesFL33146590624458501(c)(3)$25,000FMVProgram Support
Cleveland Clinic Foundation
9500 Euclid AveClevelandOH44195340714585501(c)(3)$46,666FMVProgram Support
Case Western University
10900 Euclid AveClevelandOH44106341018992501(c)(3)$80,000FMVProgram Support
Cleveland Clinic Foundation
9500 Euclid AveClevelandOH44195340714585501(c)(3)$46,666FMVProgram Support
Cleveland Clinic Foundation
9500 Euclid AveClevelandOH44195340714585501(c)(3)$46,666FMVProgram Support
University of Southern California
3720 S Flower StLos AngelesCA90089951642394501(c)(3)$457,000FMVProgram Support
Cleveland Clinic Foundation
9500 Euclid AveClevelandOH44195340714585501(c)(3)$99,983FMVProgram Support
University of Pennsylvania
3451 Walnut StPhiladelphiaPA19104231352685501(c)(3)$67,889FMVProgram Support
California Southland Chapter
4221 Wilshire BlvdLos AngelesCA90010953718119501(c)(3)$63,255FMVProgram Support
Central Ohio Chapter
1379 Dublin RoadColumbusOH43215310996236501(c)(3)$11,375FMVProgram Support
Colorado Chapter
455 Sherman StDenverCO80203840908354501(c)(3)$13,435FMVProgram Support
Delaware Valley Chapter
399 Market StPhilaPA19106232280056501(c)(3)$16,775FMVProgram Support
Desert Southwest Chapter
1028 East McDowell RdPhoenixAZ85006860402582501(c)(3)$13,840FMVProgram Support
Florida Gulf Coast Chapter
14010 Roosevelt BlvdClearwaterFL33762592378435501(c)(3)$12,055FMVProgram Support
Georgia Chapter
41 Perimeter Ctr EAtlantaGA30346581492046501(c)(3)$21,575FMVProgram Support
Greater Illinois Chapter
8430 W Bryn MawrChgoIL60631363102348501(c)(3)$6,515FMVProgram Support
Greater Indiana Chapter
50 East 91st StIndianapolisIN46240351747836501(c)(3)$14,245FMVProgram Support
Greater Maryland Chapter
1850 York RoadTimoniumMD21093521219428501(c)(3)$13,240FMVProgram Support
Greater Cincinnati Chapter
644 Linn StCincinnatiOH45203311067991501(c)(3)$12,315FMVProgram Support
Greater Pennsylvania Chapter
2595 Interstate DrHarrisburgPA17110251510692501(c)(3)$19,650FMVProgram Support
Houston and Southeast Texas Chapter
2242 W HolcombeHoustonTX77030742198685501(c)(3)$13,525FMVProgram Support
Maine Chapter
383 US Route 1ScarboroughME04074010428502501(c)(3)$19,150FMVProgram Support
MassachusettsNew Hampshire Chapter
480 Pleasant StWatertownMA02472042731194501(c)(3)$52,614FMVProgram Support
Miami Valley Chapter
31 Whipp RdDaytonOH45459311031867501(c)(3)$11,515FMVProgram Support
Michigan Great Lakes Chapter
310 N Main StChelseaMI48118382380738501(c)(3)$11,770FMVProgram Support
Mid South Chapter
4825 Trousdale DrNashvilleTN37220621860364501(c)(3)$13,150FMVProgram Support
Minnesota North Dakota Chapter
7900 West 78th StMinneapolisMN55426411361624501(c)(3)$22,670FMVProgram Support
National Capital Area Chapter
3701 Pender DrFairfaxVA22030521196162501(c)(3)$13,045FMVProgram Support
Northern California and Nevada Chapter
1060 La Avenida StMtn ViewCA94043942897949501(c)(3)$18,550FMVProgram Support
Southeastern Wisconsin Chapter
620 S 76th StMilwaukeeWI53214391350965501(c)(3)$13,570FMVProgram Support
St Louis Chapter
9370 Olive BlvdSt LouisMO63132431237069501(c)(3)$34,835FMVProgram Support
West Virginia Chapter
1601 2nd AveCharlestonWV25387363487172501(c)(3)$11,500FMVProgram Support
Alzheimer's Impact Movement
225 N Michigan AveChgoIL60601271961435501(c)(4)$1,043,725FMVProgram Support Program Support
FieldValueIRS element (for citing)
Total501c3 Org96Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2FormAndLineReferenceDesc
ExplanationPROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE U.S. The over-sight of the scientific integrity of the Alzheimer's Association International Research Grant Program is three-fold. First, the Alzheimer's Association voluntary Medical & Scientific Advisory Council ensures peer review and high quality of funded awards during the grant review process and develops focused requests for applications (RFAs) based on identified needs in the Alzheimer research community. Second, the Alzheimer's Association is engaged in a portfolio analysis 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 analysis informs future funding decisions and areas of RFA focus. Third, there is a detailed process once a grant is awarded to monitor program and 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 reporting to the Alzheimer's Association on both the status of the research project and financial expenditures associated with the award. Sixty days prior to the anniversary of the award, an Alzheimer's Association Post-Award Specialist 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, and interim financial report and documentation of any publications as a result of Association funding. 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.altum.com/login.asp. 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 Post-Award Specialist for accuracy and consistency with the agreed upon budget. In addition, the Association required protocol continuation approval (i.e., IACUC, IRB, RDNA) annually, if applicable to the research project. Any subsequent payments to grant awardees are generated after their receipt and approval by the Vice President of Medical and Scientific Relations. At the conclusion of the award, all reports/publication(s) are due 90 days after the award expires and must be uploaded to ProposalCentral online system. The Financial Report must be signed by the Institutional Official who has fiscal responsibility for the award. In addition, the association requests, monitors, and follows-up to ensure submission compliance on all awarded contracts and that financial reporting requirements are met. Awardees' financial reports are audited annually 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 must be returned to the Alzheimer's Association. This Researcher becomes ineligible to apply for funding from the Alzheimer's Association. Foreign institutions are required to submit one of the following as verification of non-profit status: * Organization's charter, bylaws and other governing documents * Documentation of non-profit designation from organization's government 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 Research Grant Program. All institutions are required to submit verification of their non-profit status dated within the last five years (e.g., IRS tax determination letter). If their determination letter is dated prior to this five year period, the institution is asked to provide documentation from an authorized organization individual to confirm there has not been a status change for the organization. For the Part the Cloud Translational Research Grant Program, any for-profit applicant is required to submit their financial statements. Prior to award confirmation, the Medical and Scientific Department verifies that each awardee is compliant with federal laws and does not appear on the Specially Designated Nationals (SDN) lists. For transactions unrelated to the International Research Grant Program in the Medical and Scientific Department, the same verification is performed. 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Harry Johns
President & CEO$617,570$36,360$130,000$0$1,315$0$245,500$0$20,428$0$1,014,813$36,360$0$0
Richard Hovland
COO/CFO$301,882$502$90,003$0$102,270$0$63,417$0$30,957$0$588,529$502$100,000$0
Angela Geiger
Chief Strategy Officer$366,950$1,444$106,250$0$306$0$78,050$0$22,505$0$574,061$1,444$0$0
Maria Carrillo
VP Med & Scientific Relations$259,380$0$57,500$0$252$0$28,050$0$5,074$0$350,256$0$0$0
Robert Egge
VP - Public Policy$251,395$18,760$64,128$0$272$0$28,050$0$27,567$0$371,412$18,760$0$0
Scott Gardner
VP - Chapter Relations$223,473$294$52,868$0$911$0$28,000$0$12,297$0$317,549$294$0$0
Paula Pelissero
Sr. Director, Human Resources$77,596$0$0$0$146,305$0$7,583$0$920$0$232,404$0$0$0
Donna McCullough
VP - Mass Market & Corp Dev$247,024$0$27,827$0$834$0$12,295$0$21,489$0$309,469$0$0$0

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1ATRAVEL FOR COMPANIONS At times a board member with early on-set 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.
SCHEDULE J, PART I, LINE 4ASeverance Payment Due to a confidentiality agreement, neither the name nor the amount is being reported on the Alzheimer's Association Form 990, however, amounts were reported as taxable to the employee and reported on the individual's W-2.
SCHEDULE J, PART I, LINE 4BSUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN Harry Johns participates in a 457(f) supplemental non-qualified deferred compensation or retirement plan. The accrual amount under the plan in calendar year 2013 was $150,000. The accrual is part of a multi-year benefit which will become vested in 2017. In addition, Richard Hovland, Angela Geiger, and Harry Johns also participated in a 457(b) retirement plan. The amount accrued in calendar year 2013 is included on Schedule J as deferred compensation (i.e., Schedule J, Part II, column (c)). Harry Johns was the only individual in calendar year 2013 with an amount accrued under the provisions of the plan during the reporting period. The amount accrued for Harry Johns under this plan in calendar year 2013 was $17,500, which is the IRC prescribed maximum under this type of plan for the calendar year 2013.
SCHEDULE J, PART II, COLUMN (B) (II)SUPPLEMENTAL COMPENSATION INFORMATION Harry Johns received performance based incentive compensation of $130,000 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 2013 and was paid in calendar year 2013.
SCHEDULE J, PART II, COLUMN (B) (III)SUPPLEMENTAL COMPENSATION INFORMATION: OTHER REPORTABLE COMPENSATION Harry Johns, Angela Geiger, and Richard Hovland all 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. Robert Egge, Maria Carrillo, Donna McCullough, Scott Gardner, and Paula Pelissero also receive the life insurance benefit. Richard Hovland and Donna McCullough have additional imputed income for voluntary elections under the group disability plan. Richard Hovland - A retention incentive award in the amount of $100,000 was paid to Mr. Hovland in July 2013, which was tied to a multi-year vesting requirement through July 1, 2013. Since the vesting requirements were satisfied they required immediate taxation and distribution in 2013. It is important to note that most of the entire amount currently taxed and distributed has been previously reported as deferred compensation on prior 990's as indicated in Schedule J, Part II, Column (f).
SCHEDULE J, PART II, COLUMN (C)SUPPLEMENTAL COMPENSATION INFORMATION Harry Johns - Retirement and other deferred compensation of $245,500 is comprised of the following: - Employer contributions to the qualified broad-based 401(k) retirement plan - $28,000; - Employer accrual of retirement benefit to a supplemental retirement account under the previously discussed 457(b) - $17,500; - Employer accrual of retirement benefit to a supplemental retirement account under the previously discussed 457(f) - $150,000; - Multi-year retention incentive - $40,000, accrued with vesting occurring on June 30, 2017. Richard Hovland - Retirement and other deferred compensation include employer contributions to a qualified 401(k) plan. In addition, a retention incentive award was paid to Mr. Hovland in July 2013, which was a benefit tied to specific multi-year vesting requirements through July 1, 2013 (i.e., Schedule J, Part II, column (c)). Angela Geiger - Retirement and other deferred compensation includes employer contribution to a qualified 401(k) retirement plan and a retention incentive accrual which was not paid as of December 31, 2013 but which is tied to specific multi-year vesting requirements through June 30, 2017. Robert Egge, Maria Carrillo, Donna McCullough, Scott Gardner, and Paula Pelissero - Retirement and other deferred compensation include employer contributions to a qualified 401(k) retirement plan.
SCHEDULE J, PART II, COLUMN (D)SUPPLEMENTAL COMPENSATION INFORMATION Harry Johns - Non-taxable benefits of $20,428 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 2013 through the benefit offerings available to all other benefits-eligible employees at our organization. The amounts represented for Richard Hovland, Angela Geiger, Robert Egge, Maria Carrillo, Donna McCullough, Scott Gardner and Paula Pelissero represent company contributions to the medical, dental, basic life insurance, short and long term disability, and long term care insurances based on individual elections.

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution517ContributionCnt
Noncash Contributions Rpt F990$212,137NoncashContributionsRptF990Amt
Method Of Determining RevenuesCost/Selling PriceMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution149ContributionCnt
Noncash Contributions Rpt F990$4,359,713NoncashContributionsRptF990Amt
Method Of Determining RevenuesCost/Selling PriceMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Various noncash items121$116,658Fair Market Value
Yes (X)Group Various Noncash Items105$112,696Fair Market Value
Yes (X)Gala Noncash items280$423,962Fair Market Value
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE M, PART I, LINE 25 AND LINE 32BFormAndLineReferenceDesc
ExplanationTHIRD 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, Part III, Line 4dOTHER PROGRAM SERVICES Advocacy - 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 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. Expenses: 8,333,533 Grants: 1,293,648 Revenues: NONE Patient and Family Services - 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. Through programs and services, the Association provided more than 1.3 million service contacts to individuals in person or by telephone, and millions more online each year. Online and in chapters throughout the country, constituents can attend education programs and support groups, receive personalized care consultation, engage in early stage programs, enroll in support programs and purchase products to reduce the risks associated with wandering. 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*, this provides multiple forums and message boards within an active social networking community. Through the Association's helpline, available 24 hours a day, 7 days a week, 365 days a year, individuals with Alzheimer's disease and their families can talk to a specialist to receive information and basic education about the disease; and guidance for more complicated or urgent situations, Masters-level counselors 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 more than 290,000 calls. The Association's website (www.alz.org) receives an average of 1.8 million visits each month. 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, and Vietnamese, a virtual library, a safety center, and a newly developed microsite 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 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 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 and their families navigate the long and complicated journey through Alzheimer's disease. * These are names that are trademarks of the Alzheimer's Association. Expenses: 18,612,684 Grants: 162,891 Revenues: NONE
Form 990, Part VI, Line 1aGOVERNING 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: The Board of Directors shall have the following standing committees: Executive, Finance, Governance and Nominating, Compensation and Audit. Executive Committee: The Executive Committee shall supervise the affairs of the Association, approve expenditures and commitments according to policies prescribed by the Board of Directors, act for and carry out the established policies of the Association as defined by the Board of Directors, including the policies and procedures, report to the Board of Directors at each meeting of the Board of Directors and have such other additional powers as may be by law or resolution of the Board of Directors provided. The Executive Committee shall have and may exercise all authority including the election of officers other than the Chair, Chair Elect, one or more vice Chairs, Secretary, Treasurer or President and Chief Executive Officer, it being understood that the Executive Committee may elect an interim President and Chief Executive Officer to serve until the next meeting of the Board of Directors in the management of the Association, subject to the limitations contained in the Delaware corporation law. The Committee's responsibilities shall include, but not be limited to, initiating long-range planning, environmental scanning and performance evaluation; initiating the Board's annual strategic priorities for approval by the Board; assisting the Chair in developing charges to the committees; identifying programmatic and financial indicators of Association performance; conducting the review, performance evaluation and succession planning for the President and CEO; making bylaw recommendations to the Board; reviewing the activities of the Medical and Scientific Advisory Council; and identifying significant issues as that term is defined in Article IX which require consideration by the Association Assembly as described in the same Article and receiving, on behalf of the Board, the Association Assembly's suggestions and recommendations for Board consideration or action. At each of its annual meetings, the Board of Directors by duly adopted resolution shall elect an Executive Committee consisting of not less than eleven or more than fifteen Directors. The Chair, Chair Elect, Vice Chairs, Secretary, Treasurer, Chairs of the Standing Committees and Chairs of the following Committees: Chapter Relations, Development, Diversity and Inclusion, Program, and Public Policy, as well as the Chair of the Medical and Scientific Advisory Council 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. 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 not less than nine 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 Director Emeritus, Honorary Director and any advisory or Honorary Councils or Committees and approve and present to the Board for approval the candidates for MSAC membership. The Governance and Nominating Committee also shall provide input to the Chair on the selection of Vice Chairs and Committee Chairs. Compensation Committee: A Compensation Committee which shall recommend salary and benefits for the President and CEO and Senior Officers of the Association; help ensure succession plans are in place for key positions in the Association and provide oversight on the retirement programs offered by the Association to its employees. 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 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 Committee shall preview the audit report for submission to the Board of Directors each year. The Committee shall review the financial reports of the Association, its system of internal controls, and the audit process, including the review of the activities of the Medical and Scientific Advisory Council. 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. 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. Other committees shall include, but not be limited to, the following business committees: A. A Chapter Relations Committee which shall recommend and monitor consistent, predictable and accountable Board Policy in affiliate relations. B. A Development Committee which shall advise the Board on philanthropic giving to the Association and recommend fundraising policies. C. A Program Committee which shall recommend for Board consideration and approval policy issues related to market and needs assessment, programs and services, quality and standards and related matters. D. A Public Policy Committee which shall provide guidance to the Board on federal, state and local public policy issues and strategies including research funding, health care, long term care, and publicly funded care and support programs. E. A Diversity & Inclusion Committee which shall help ensure that the Alzheimer's Association serves and reflects diverse communities, shall work with the National Board of Directors and other committees to foster diversity and inclusion with respect to the Association strategic plan and shall report on progress the Association and Board are making on achieving the Association's diversity and inclusion strategic goals.
Form 990, Part VI, Line 11bFORM 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 is filed.
Form 990, Part VI, Line 12cCONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT The Alzheimer's Association conflict of interest policy is described in Article XVII, Section 2 of the organizational bylaws. The responsibility for disclosing any known or reasonably foreseen actual or potential conflicts of interest shall be upon the interested party whose interests are or may appear to be in conflict with the Association. All interested parties are required to file with the Association a disclosure statement prior to such individual commencing his or her service with the Association and thereafter shall file with the Association an updated disclosure statement as may be required from time to time by the Board of Directors or its Committee designee and in no event less often than annually. As cited from Article XVII, Section 2 of the bylaws, interested persons or Chapters 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 or Chapter representative 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 or Chapter 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 from a Chapter 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 or representative from a chapter concerning whom the doubt has arisen. The Governance and Nominating Committee of the Board of Directors shall report to the Board of Directors from time to time on the implementation of these guidelines and the status of any policy developments regarding compensation and conflicts of interest. Copies of the Alzheimer's Association bylaws, including the conflict of interest policy, are provided to all Board Directors no less than annually. Board Director disclosure statements are submitted no less than annually. Potential conflicts disclosed by Board Directors or candidates for election to the board are reviewed by the Governance and Nominating Committee, which reports no less than annually on its review to the full board. As documented in the meeting minutes, at the start of each meeting of the Board of Directors as well as each meeting of the executive committee, the agenda is reviewed and all Directors in attendance are reminded of the Conflict of Interest Policy and advised to disclose any potential conflicts should they exist or arise.
Form 990, Part VI, Line 15a & 15bPROCESS 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 CONSULTANTS. FOR THE CEO position, the gathering of relevant comparability data from independent sources occurred in 2013. 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 also is 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 360 feedback 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, 360 review 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 this year the salaries and total compensation packages of the senior staff were benchmarked by AonHewitt. Compensation is contemporaneously documented in the Compensation Committee minutes.
FORM 990, Part VI, Section C, Line 18HOW 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 19HOW 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.
Form 990, Part XI, Line 9OTHER CHANGE IN NET ASSETS OR FUND BALANCE CHANGE IN PERPETUAL TRUST $1,548,279 Change in split interest -253,845 Acquisition of dissolved chapters 6,163,489 Bad Debt -520,386 TOTAL $6,937,537

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Alzheimer's Impact Movement (AIM)BusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1225 North Michigan Ave Suite 1700AddressLine1
CityChicagoCity
StateILState
ZIP Code60601ZIPCode
FieldValueIRS element (for citing)
EIN271961435EIN
Primary ActivitiesSoc WelfarePrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd
Exempt Code Section501c4ExemptCodeSectionTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Alz AssocBusinessNameLine1
FieldValueIRS element (for citing)
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Alzheimer's Impact Movement
b$1,043,725FMV
Alzheimer's Impact Movement
o$57,060FMV

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R, Part V, Line 2FormAndLineReferenceDesc
ExplanationAMOUNT INVOLVED IN RELATIONSHIP The Alzheimer's Association granted funds to Alzheimer's Impact Movement (AIM) for public policy division activities in fiscal year 2014 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 President Obama 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