2013-10-09T18:04:29-05:00 2013-06-30 860271207 SCHMIDT WESTERGARD & COMPANY PLLC 77 WEST UNIVERSITY DRIVE MESA AZ 852015830 990 2012-07-01 860402582 ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOC INC DESERT SOUTHWEST CHAPTER ALZH 6025280545 1028 E MCDOWELL RD PHOENIX AZ 85006 DEBORAH SCHAUS 6025280545 2013-09-18 1 JEFFREY A BITHER P01428424 4808346030 2012 2016-02-24 21:20:13Z DEBORAH SCHAUS 1028 E MCDOWELL RD PHOENIX AZ 85006 2638227 0 9334 X WWW.ALZ.ORG/DSW X 2000 AZ TO ELIMINATE ALZHEIMER'S DISEASE THROUGH THE ADVANCEMENT OF RESEARCH; TO PROVIDE AND ENHANCE CARE AND SUPPORT FOR ALL AFFECTED; AND TO REDUCE THE RISK OF DEMENTIA THROUGH THE PROMOTION OF BRAIN HEALTH. 21 21 0 1200 0 0 3921067 2422473 76354 83269 50070 86201 9818 4826 4057309 2596769 106000 150255 0 0 1912504 1942773 0 0 286103 728697 683424 2747201 2776452 1310108 -179683 4793291 4963665 153201 218921 4640090 4744744 X TO ELIMINATE ALZHEIMER'S DISEASE THROUGH THE ADVANCEMENT OF RESEARCH; TO PROVIDE AND ENHANCE CARE AND SUPPORT FOR ALL AFFECTED; AND TO REDUCE THE RISK OF DEMENTIA THROUGH THE PROMOTION OF BRAIN HEALTH. 1 1 2403021 150255 88095 DURING THE PERIOD OF JULY 1, 2012 THROUGH JUNE 30, 2013, THE ALZHEIMER'S ASSOCIATION DESERT SOUTHWEST CHAPTER SERVED OVER 15,000 FAMILIES IN ARIZONA AND SOUTHERN NEVADA DIRECTLY THROUGH ITS CORE PROGRAMS. IT IS CONSERVATIVELY ESTIMATED THAT AN ADDITIONAL 5,000 10,000 INDIVIDUALS WERE INDIRECTLY ASSISTED THROUGH INFORMATION AND EDUCATIONAL MATERIALS PROVIDED TO PROFESSIONALS AND OTHERS IN THE COMMUNITY.THE HELPLINE PROGRAM SERVED 3,290 UNDUPLICATED CALLERS THROUGH 4,342 CONTACTS, INCLUDING 3,672 INFORMATION PACKETS THAT WERE DISSEMINATED. A TOTAL OF 1,593 CASES WERE SERVED BY THE FAMILY CARE CONSULTATION PROGRAM, THROUGH 6,340 CONTACTS AND 3,233 CASE MANAGEMENT STAFF HOURS. EIGHTY-THREE SUPPORT GROUPS WERE OPERATED BY THE CHAPTER, WITH 1,453 GROUP SESSIONS, 9,166 CONTACTS FOR 1,459 UNDUPLICATED INDIVIDUALS. FIVE HUNDRED SEVENTY-FOUR DIFFERENT EDUCATION PROGRAM SESSIONS WERE CONDUCTED REACHING REACHING 8,757 PEOPLE, THROUGH SESSIONS FOCUSED ON THE BUILDING AWARENESS IN THE COMMUNITYAT-LARGE, EDUCATION ON DISEASE PROGRESSION AND CAREGIVING FOR PERSONS WITH DEMENTIA AND THEIR CARE PARTNERS AND FAMILIES, AND TRAINING FOR PROFESSIONALS. THE MEDICALERT + SAFE RETURN PROGRAM REGISTERED 270 NEW PERSONS WITH ALZHEIMER'S DISEASE. THE EARLY STAGE PROGRAM INCLUDED 86 PEOPLE LIVING WITH ALZHEIMER'S AND THEIR CARE PARTNERS PARTICIPATING IN EIGHT INTENSIVE MULTI-WEEK SERIES. EIGHT SUPPORT GROUPS SPECIFICALLY FOR PEOPLE IN EARLY STAGE WERE FACILITATED THROUGH 121 MEETINGS, WITH 1,310 CONTACTS WITH 224 UNDUPLICATED INDIVIDUALS. AN ADDITIONAL 56 CONTACTS WERE MADE THROUGH EARLY STAGE EDUCATION FORUMS AND 296 CONTACTS WERE MADE THROUGH SOCIAL ENGAGEMENT ACTIVITIES. THE CHAPTER WORKED COLLABORATIVELY WITH ASU AND STATE AGING DEPARTMENTS IN ARIZONA AND NEVADA TO DEVELOP A SUSTAINABLE COMMUNITY-BASED PROGRAM MODEL FOR CAREPRO (CARE PARTNERS REACHING OUT), AN INTENSIVE 10-WEEK EVIDENCE-BASED INTERVENTION DESIGNED TO REDUCE CAREGIVER STRESS. SIMILARLY, A SUSTAINABLE MODEL WAS DEVELOPED FOR EPIC (EARLY STAGE PARTNERS IN CARE), AN INTENSIVE SEVEN-WEEK EVIDENCE-INFORMED INTERVENTION FOR PEOPLE IN EARLY STAGE AND THEIR CARE PARTNERS. 2403021 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 X 0 0 0 0 0 0 0 0 1 1 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ X X CURTIS LARABELL 6025280545 1028 E MCDOWELL ROAD PHOENIX AZ 850062622 SARA ALEMAN PHD MSW 1.00 X 0 0 0 STEVEN ANDREWS JD 1.00 X 0 0 0 BILL BRYON 1.00 X 0 0 0 MANNY CHAVEZ 1.00 X 0 0 0 RANDY CLAWSON 1.00 X 0 0 0 DAVID W COON PHD 1.00 X 0 0 0 CHAD CORBETT MPA 1.00 X 0 0 0 ERIC MACDONALD JD 1.00 X 0 0 0 DAVID MOORE MBA CPA 1.00 X 0 0 0 SANDRA OWENS PHD 1.00 X 0 0 0 SHERRY SWENSK 1.00 X 0 0 0 ZACH ZARAGOZA 1.00 X 0 0 0 ROBERT DOWD 1.00 X X 0 0 0 LARRY GENTRY 1.00 X X 0 0 0 MICHAEL BEATTY 1.00 X X 0 0 0 DAVE PILE 1.00 X X 0 0 0 SUE ANN PERKINSON 1.00 X X 0 0 0 SAM LIEBERMAN 1.00 X X 0 0 0 DEBORAH SCHAUS 40.00 X 140000 0 4200 140000 0 4200 1 0 0 0 INSPERITY 19001 CRESENT SPRINGS DRIVE KINGWOOD TX 77339 EMPLOYEE LEASING 1942853 1 699362 217227 446251 1059633 20880 2422473 CONFERENCES 611600 83269 83269 83269 86201 86201 41458 699362 41458 0 OTHER INCOME 900099 4826 4826 4826 2596769 88095 0 86201 150255 150255 1914942 1728550 70237 116155 27831 27831 1082 240 842 18897 15507 2512 878 33738 24182 662 8894 140854 85328 130 55396 158483 120043 6150 32290 10207 9183 633 391 132469 124837 3597 4035 72466 51556 725 20185 22602 22342 260 25622 23555 764 1303 16371 14732 499 1140 SPECIAL EVENT COSTS 42113 42113 TRAINING & VOLUNTEER 8520 5120 1179 2221 2776452 2403021 87328 286103 202085 292285 1101525 701770 833265 459963 106276 140721 7667 5251 17433 23045 176087 130082 55280 46005 2469760 3294625 4793291 4963665 143591 211243 9610 7678 153201 218921 X 2710077 2766768 1865013 1912976 65000 65000 4640090 4744744 4793291 4963665 -179683 284337 0 X 0 1 X 0 0 X 1760727 1928910 2226133 3921067 2422473 12259310 1760727 1928910 2226133 3921067 2422473 12259310 2646658 9612652 35753 34696 49719 50070 86201 256439 12515749 373612 0.76800 0.69650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 65000 1701 1701 65000 65000 1318 1318 65000 65000 12496 12496 65000 65000 5468 5468 65000 65000 3056 3056 65000 1.00000 0 0 59221 56784 2437 116866 73298 43568 46005 X 2991861 284337 110755 395092 2596769 0 2596769 2887207 110755 110755 2776452 0 2776452 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE CHAPTER IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "IRC") AND SIMILAR STATE PROVISIONS. IN ADDITION, THE CHAPTER QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) OF THE IRC AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(1) OF THE IRC. INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE CHAPTER'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. DURING THE YEAR ENDED JUNE 30, 2013, THE CHAPTER DID NOT EARN ANY UNRELATED BUSINESS TAXABLE INCOME; THEREFORE, THE ACCOMPANYING FINANCIAL STATEMENTS CONTAIN NO PROVISION FOR INCOME TAXES. THE CHAPTER FOLLOWS THE GUIDANCE ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") RELATED TO ACCOUNTING FOR INCOME TAX UNCERTAINTIES. UNDER THIS GUIDANCE, THE CHAPTER ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON WHETHER IT IS "MORE-LIKELY-THAN-NOT" THAT THE POSITION WILL BE SUSTAINED BY THE TAXING AUTHORITY UPON EXAMINATION. THE CHAPTER ROUTINELY EVALUATES POTENTIAL UNCERTAIN TAX POSITIONS. THE CHAPTER HAS IDENTIFIED ITS STATUS AS AN EXEMPT ORGANIZATION AS A TAX POSITION; HOWEVER, THE CHAPTER HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY THAT REQUIRES RECOGNITION. THE CHAPTER FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN CERTAIN STATE AND LOCAL JURISDICTIONS. AS OF JUNE 30, 2013, U.S. FEDERAL INFORMATIONAL RETURNS FOR YEARS ENDED PRIOR TO JUNE 30, 2010 AND STATE RETURNS FOR YEARS ENDED PRIOR TO JUNE 30, 2009 WERE CLOSED TO ASSESSMENT. INTEREST AND PENALTIES, IF ANY, ARE ACCRUED AS A COMPONENT OF ADMINISTRATIVE EXPENSES WHEN ASSESSED. WALK TO END ALZHEIMER'S 650912 650912 GALA EVENT 76935 42533 34402 30302 4100 4 12973 5917 7056 1940 3326 1790 740820 699362 41458 1940 33628 5890 41458 0 0 RESPITE AND SAFE RETURN 390 150255 X 4 660 FMV X 30 FMV X GIFT CARDS 121 12862 CASH VALUE X FOOD & BEVERAGES 17 5913 CASH VALUE X MISC AUCTION ITEMS 16 1415 FMV 0 1 0 NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 THE CHAPTER GREATLY EXPANDED ITS SERVICE OFFERINGS THROUGH THE EARLY STAGE PROGRAM. SUPPORT GROUPS SPECIFICALLY FOR PEOPLE LIVING WITH ALZHEIMER'S DISEASE WERE INITIATED IN A VARIETY OF COMMUNITIES THROUGHOUT THE TWO STATES. CHANGES IN PROGRAM SERVICES FORM 990, PART III, LINE 3 THE CHAPTER WORKED COLLABORATIVELY WITH ASU AND STATE AGING DEPARTMENTS IN ARIZONA AND NEVADA TO DEVELOP A SUSTAINABLE COMMUNITY-BASED PROGRAM MODEL FOR CAREPRO (CARE PARTNERS REACHING OUT), AN INTENSIVE 10-WEEK EVIDENCE-BASED INTERVENTION DESIGNED TO REDUCE CAREGIVER STRESS. SIMILARLY, A SUSTAINABLE MODEL WAS DEVELOPED FOR EPIC (EARLY STAGE PARTNERS IN CARE), AN INTENSIVE SEVEN-WEEK EVIDENCE-INFORMED INTERVENTION FOR PEOPLE IN EARLY STAGE AND THEIR CARE PARTNERS. BOTH PROGRAMS WERE DEVELOPED THROUGH FEDERAL ADMINISTRATION ON AGING ALZHEIMER'S DISEASE SUPPORTIVE SERVICES PROGRAM GRANTS TO STATES, WHICH ARE SUNSETTING. FORM 990, PART I SUMMARY, LINE 5 THE ORGANIZATION FILES NO W-2S OR W-3S AS ALL EMPLOYEES ARE LEASED AND ALL PAYROLL FILINGS ARE DONE BY INSPERITY. FORM 990, PART VI, SECTION B, LINE 11 A FULL COPY OF THE FORM 990 WILL BE REVIEWED AND APPROVED BY THE AUDIT COMMITTEE AND SUBMITTED TO THE FULL BOARD OF DIRECTORS FOR REVIEW AT LEAST 48 HOURS IN ADVANCE OF FILING. A COPY WILL BE POSTED FOR PUBLIC REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S BOARD AND EMPLOYEES REVIEW AND SIGN ANNUALLY THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 BOARD POLICY ESTABLISHED A COMPENSATION COMMITTEE THAT GATHERS COMPENSATION SURVEYS FOR KEY EMPLOYEES ANNUALLY. INFORMATION IS USED AS A BASIS TO DETERMINE COMPENSATION LEVEL FOR KEY EMPLOYEES, APPROVED BY COMPENSATION COMMITTEE AND REPORTED TO BOARD FOR THEIR APPROVAL. THE FULL BOARD APPROVES THE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND WITH THE APPROVAL OF THE ANNUAL PLAN APPROVES PAY INCREASES FOR ALL STAFF. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THESE DOCUMENTS ARE ALSO AVAILABLE ON ITS WEBSITE. FORM 990, PART VIII, LINE 1D BEGINNING JULY 1, 2008, ACCORDING TO NATIONAL POLICY, THE CHAPTER AND NATIONAL BEGAN PARTICIPATING IN A SHARED REVENUE PROGRAM WHICH STIPULATES THAT THE CHAPTER RECEIVES 60% AND NATIONAL RECEIVES 40% OF UNRESTRICTED CONTRIBUTED REVENUES RAISED BY EITHER PARTY WITHIN THE CHAPTER'S TERRITORY. THE CHAPTER'S NET SHARED FUNDRAISING REVENUE (EXPENSE) RELATED TO THIS PROGRAM WAS AS FOLLOWS DURING THE YEAR ENDED JUNE 30, 2012: SHARED FUNDRAISING REVENUE FROM NATIONAL $524,217 LESS SHARED FUNDRAISING REVENUE DUE TO NATIONAL $(714,490) EQUALLING NET SHARED FUNDRAISING REVENUE OF $(190,273).