2011-09-27T18:28:30-05:00 2011-06-30 SCHMIDT WESTERGARD & COMPANY PLLC 77 WEST UNIVERSITY DRIVE MESA AZ 852015830 990 2010-07-01 860402582 ALZHEIMER'S DISEASE & RELATED DISORDERS DESERT SOUTHWEST CHAPTER ALZH 6025280545 1028 E MCDOWELL RD PHOENIX AZ 85006 DEBORAH SCHAUS 6025280545 2011-09-19 1 JEFFREY A BITHER 4808346030 2010 2016-03-07 17:11:31Z DEBORAH SCHAUS 1028 E MCDOWELL RD PHOENIX AZ 85006 2484027 0 9334 X WWW.ALZ.ORG/DSW X 2000 AZ TO ELIMINATE ALZHEIMER'S DISEASE THROUGH THE ADVANCEMENT OF (SEE SCHEDULE O FOR CONTINUATION) RESEARCH; TO PROVIDE AND ENHANCE CARE AND SUPPORT FOR ALL AFFECTED; AND TO REDUCE THE RISK OF DEMENTIA THROUGH THE PROMOTION OF BRAIN HEALTH. 20 20 0 1000 0 0 1928910 2226133 53075 83115 41782 49719 56509 730 2080276 2359697 74173 107793 0 0 1577720 1821423 0 0 252137 617893 619082 2269786 2548298 -189510 -188601 3212212 3494786 169787 112505 3042425 3382281 X TO ELIMINATE ALZHEIMER'S DISEASE THROUGH THE ADVANCEMENT OF RESEARCH; TO PROVIDE AND ENHANCE CARE AND SUPPORT FOR ALL AFFECTED; AND TO REDUCE THE RISK OF DEMENTIA THROUGH THE PROMOTION OF BRAIN HEALTH. 0 0 2190430 107792 83845 DURING THE PERIOD OF JULY 1, 2010 THROUGH JUNE 30, 2011, 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 4,320 UNDUPLICATED CALLERS THROUGH 6,404 CONTACTS, INCLUDING 2,560 INFORMATION PACKETS THAT WERE DISSEMINATED. A TOTAL OF 1,372 CASES WERE SERVED BY THE FAMILY CARE CONSULTATION PROGRAM, THROUGH 10,561 CONTACTS AND 5,430 CASE MANAGEMENT STAFF HOURS. NINETY SUPPORT GROUPS WERE OPERATED BY THE CHAPTER, WITH 1,293 GROUP SESSIONS, 8,885 CONTACTS FOR 1,362 UNDUPLICATED INDIVIDUALS. THE MEDICALERT + SAFE RETURN PROGRAM REGISTERED 221 NEW PERSONS WITH ALZHEIMER'S DISEASE. TRAINING WAS PROVIDED TO 121 FIRST RESPONDERS. A TOTAL OF 710 DIFFERENT EDUCATION PROGRAM SESSIONS WERE HELD REACHING 13,955 PEOPLE, THROUGH SESSIONS FOCUSED ON THE BUILDING AWARENESS IN THE COMMUNITY-AT-LARGE, PERSONS WITH DEMENTIA AND THEIR CARE PARTNERS AND FAMILIES, AND PROFESSIONALS. ADDITIONALLY, THE CHAPTER'S NEW EARLY STAGE CORE PROGRAM INCLUDED THREE MULTI-WEEK EDUCATION AND SUPPORT SERIES, FORUMS AND THE DEVLOPMENT OF A NEW SOCIAL ENGAGEMENT PROGRAM, REACHING OVER 100 PEOPLE IN THE EARLY STAGE OF ALZHEIMER'S DISEASE. 2190430 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 1 0 0 0 0 0 0 0 0 0 1 X 0 0 0 0 0 0 0 1 0 1 1 0 0 0 X 20 20 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 X RANDY CLAWSON 1.00 X 0 0 0 DAVID COON PHD 1.00 X 0 0 0 MAUREEN ESPARZA 1.00 X 0 0 0 BRENDA FORAKER 1.00 X 0 0 0 ROBERT HARRIS 1.00 X 0 0 0 THERESSA JACKSON 1.00 X 0 0 0 GARY MARTIN PHD 1.00 X 0 0 0 MARISA MENCHOLA PHD 1.00 X 0 0 0 DAVID MOORE MBA CPA 1.00 X 0 0 0 MARWAN SABBAGH MD 1.00 X 0 0 0 UPINDER SINGH MD 1.00 X 0 0 0 DUTTON TEAGUE MSW 1.00 X 0 0 0 KEITH WEST 1.00 X 0 0 0 RICHARD WHITE ESQ 1.00 X 0 0 0 SAM LIEBERMAN 1.00 X 0 0 0 ROBBIE NICOL 1.00 X X 0 0 0 ROBERT DOWD 1.00 X X 0 0 0 MICHAEL BEATTY 1.00 X X 0 0 0 SUE ANN PERKINSON 1.00 X X 0 0 0 LARRY GENTRY 1.00 X X 0 0 0 DAVID PILE 1.00 X X 0 0 0 DEBORAH SCHAUS 40.00 X 121234 0 0 121234 0 0 1 0 0 0 INSPERITY 19001 CRESENT SPRINGS DRIVE KINGWOOD TX 77339 EMPLOYEE LEASING 1435270 1 621416 -2987 458928 1148776 35018 2226133 CONFERENCES 611600 83115 83115 83115 45720 45720 79452 75453 3999 3999 3999 46477 621416 46477 0 3130 2400 730 730 2359697 83845 0 49719 107793 107793 1806053 1636537 63928 105588 15370 15370 14500 10571 3357 572 28010 10592 14146 3272 87294 37162 425 49707 205398 159146 12084 34168 6002 4148 866 988 115984 105597 6426 3961 58262 44983 3038 10241 22806 19981 2825 18139 17117 286 736 17960 16507 558 895 SPECIAL EVENT COSTS 38838 38838 OTHER EXPENSES 5889 4926 617 346 2548298 2190430 105731 252137 134220 123160 1362652 1163648 117475 123656 152263 289331 14095 9262 19161 16252 156634 109553 20074 47081 1392272 1722396 3212212 3494786 145137 104827 24650 7678 169787 112505 X 2706293 2799092 271132 518189 65000 65000 3042425 3382281 3212212 3494786 X -188601 528457 X X 0 1 1 X 0 X 1543945 4350780 1760727 1928910 2226133 11810495 1543945 4350780 1760727 1928910 2226133 11810495 1980420 9830075 34982 98026 35753 34696 49719 253176 12063671 0.81480 0.81850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 65000 12496 12496 65000 65000 5468 5468 65000 65000 3056 3056 65000 1.00000 0 0 59221 50949 8272 97413 58604 38809 47081 2359697 2548298 -188601 281400 247057 528457 339856 3067248 281400 179093 247057 707550 2359698 0 2359698 2727392 179093 179093 2548299 0 2548299 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2011, 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, 2011, U.S. FEDERAL INFORMATIONAL RETURNS FOR YEARS ENDING PRIOR TO JUNE 30, 2008 AND STATE RETURNS FOR YEARS ENDING PRIOR TO JUNE 30, 2007 WERE CLOSED TO ASSESSMENT. INTEREST AND PENALTIES, IF ANY, ARE ACCRUED AS A COMPONENT OF ADMINISTRATIVE EXPENSES WHEN ASSESSED. PART XI, LINE 8 - OTHER ADJUSTMENTS: DONATED USE OF BUILDING RECEIVABLE 247,057. PART XII, LINE 2D - OTHER ADJUSTMENTS: DONATED USE OF BUILDING RECEIVABLE 247,057. MEMORY WALK 480492 480492 0 GALA EVENT 126374 93371 33003 33003 3 61027 47553 13474 13474 667893 621416 46477 46477 46477 0 0 RESPITE AND SAFE RETURN 270 107792 X 1295 FMV X GIFT CARDS 116 15634 CASH VALUE X OFFICE FURNITURE 1 2590 FMV X FOOD & BEVERAGES 13 15499 CASH VALUE 0 1 0 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 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 281,400. DONATED USE OF BUILDING RECEIVABLE 247,057. TOTAL TO FORM 990, PART XI, LINE 5: 528,457. FORM 990, PART XII, LINE 2C THE DUTIES OF THE AUDIT COMMITTEE HAVE CHANGED SINCE THE PRIOR YEAR AS THE AUDIT COMMITTEE HAS BEEN SEPARATED FROM THE FINANCE COMMITTEE.