Alzheimers Disease And Related Disorders Association Inc, Alzheimers Assoc in Chicago, Illinois (IL)

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Alzheimers Disease And Related Disorders Association Inc, Alzheimers Assoc
Employer Identification Number (EIN)133039601
Name of OrganizationAlzheimers Disease And Related Disorders Association Inc
Secondary NameAlzheimers Assoc
In Care of NameRichard Hovland Coo/Cfo
Address225 N Michigan Ave Ste 1700, Chicago, IL 60601-7652
ActivitiesScientific research (diseases)
SubsectionCharitable Organization
Ruling Date06/1985
DeductibilityContributions are deductible
FoundationOrganization which receives a substantial part of its support from a governmental unit or the general public
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2014
Assets$50,000,000 to greater
Income$50,000,000 to greater
Filing Requirement990 (all other) or 990EZ return
Asset Amount$161,616,574
Amount of Income$165,739,045
Form 990 Revenue Amount$131,198,476
National Taxonomy of Exempt Entities (NTEE)Diseases, Disorders, Medical Disciplines: Alzheimer's Disease


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Amount of income in 2014: $165,739,045
This organization: 

 $165,739,045
Other organizations performing similar types of work: 

 $3,034,339

Assets in 2014: $161,616,574
This organization: 

 $161,616,574
Other organizations performing similar types of work: 

 $3,166,876

Expenses in 2013: $109,622,271
This organization: 

 $109,622,271
Other organizations performing similar types of work: 

 $69,734,993

Income to expenses ratio in 2013: 1.5
This organization: 

 1.5
Other organizations performing similar types of work: 

 1.5

Expenses allocated to program services in 2007: 76.2%
Alzheimers Disease And Related Disorders Association Inc, Alzheimers Assoc: 

 76.2%
Other organizations performing similar types of work: 

 76.2%

Number of employees in 2013: 443
This organization: 

 443
Other organizations performing similar types of work: 

 443

Employees paid over $100,000 in 2013: 39.3%
This organization: 

 39.3%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 91.5%
Alzheimers Disease And Related Disorders Association Inc, Alzheimers Assoc: 

 91.5%
Other organizations performing similar types of work: 

 95.9%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?NoNo
Is the organization required to complete Schedule B, Schedule of Contributors?NoYes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?NoNo
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?NoNo
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?YesYes
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoNo
Did the organization report an amount for other liabilities?YesYes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?YesYes
Did the organization obtain separate, independent audited financial statements for the tax year?YesNo
Was the organization included in consolidated, independent audited financial statements for the tax year?YesYes
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?YesYes
Did the organization report more than $15,000 total of fundraising event gross income and contributions?YesYes
Did the organization report more than $15,000 of gross income from gaming activities?YesYes
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?YesYes
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?YesYes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?NoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?NoNo
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?NoNo
Did the organization receive more than $25,000 in non-cash contributions?YesYes
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?NoNo
Was the organization related to any tax-exempt or taxable entity?YesYes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?YesYes
Did the organization make any transfers to an exempt non-charitable related organization?YesYes
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 1096126119
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?YesYes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return388443
Did the organization file all required federal employment tax returns?YesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?NoNoNo
Has it filed a Form 990-T for this year?NoNo
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?NoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?YesYes
Did the organization notify the donor of the value of the goods or services provided?YesYes
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$2,556,013$5,019,642
Total reportable compensation from related organizations$12,650$43,058
Total estimated amount of other compensation from the organization and related organizations$791,004$414,916
Total number of individuals who received more than $100,000 of reportable compensation from the organization6264
Total number of independent contractors who received more than $100,000 of compensation from the organization78110
Statement of Revenue
201120122013
Total revenue$94,453,412$104,575,489$119,030,729
Contributions, Gifts, Grants and Other Similar Amounts$86,072,453$92,496,080$108,946,787
Program Service Revenue$3,178,335$5,109,038$3,589,556
Educational Support Services$4,821,434$3,146,813
Periodical Publishers $63,753$164,662
Educational Support Services$155,099$139,137
Educational Support Services$68,752$138,944
All other program service revenue$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$2,153,841$2,041,153$2,340,586
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$731$34,902$36,151
Net rental income$0$0$0
Net gain/loss from sales of assets other than inventory$-611,188$186,034$-69,472
Gross amount from sales of assets other than inventory (Securities / Other)$33,737,651 / $8,075$53,422,792 / $0$23,184,568 / $0
Less: cost or other basis and sales expenses (Securities / Other)$34,349,637 / $7,277$53,235,662 / $1,096$23,252,145 / $1,895
Gain or (loss) (Securities / Other)$-611,986 / $798$187,130 / $-1,096$-67,577 / $-1,895
Net income/loss from fundraising events$1,924,227$1,557,131$1,548,993
Gross income from fundraising events$3,093,850$2,988,825$2,656,793
Less: direct expenses$1,169,623$1,431,694$1,107,800
Net income/loss from gaming activities$12,850$12,850$39,445
Gross income from gaming activities$20,350$20,350$44,390
Less: direct expenses$7,500$7,500$4,945
Net income/loss from sales of inventory$199,758$389,691$205,879
Gross sales of inventory, less returns and allowances$285,070$925,744$824,173
Less: cost of goods sold$85,312$536,053$618,294
Miscellaneous Revenue$1,522,405$2,748,610$2,392,804
900099$949,791$1,196,319
900099$846,245$692,056
900099$952,574$504,429
All other revenue$0$0
Statement of Functional Expenses
201120122013
Total functional expenses$93,298,963$99,828,372$109,622,271
Grants and other assistance to domestic organizations and domestic governments$11,702,297$15,343,512
Grants and other assistance to domestic individuals$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$1,792,106$1,393,457
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$1,368,521$1,964,409$3,984,196
Compensation not included above, to disqualified persons$0$0
Other salaries and wages$19,349,078$23,318,361$24,932,077
Pension plan accruals and contributions$2,451,203$4,366,240
Other employee benefits$2,177,403$2,382,391
Payroll taxes$1,418,943$1,777,202$284,242
Fees for services (non-employees)
Management$0$0
Legal$549,419$247,168
Accounting$123,435$131,376
Lobbying$219,000$0
Professional fundraising services$456,776$433,534$140,283
Investment management fees$96,775$111,685
Other$8,707,539$11,393,256
Advertising and promotion$11,037,159$10,935,861
Office expenses$19,505,989$19,680,728
Information technology$517,044$271,647
Royalties$0$0
Occupancy$5,153,627$5,797,279
Travel$5,473,630$5,911,565
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$1,420,709$988,561
Interest$0$0
Payments to affiliates$0$0
Depreciation, depletion, and amortization$796,677$933,396
Insurance$127,620$132,948
Other expenses$127,564$14,791
Other expenses$330,687$245,612
Balance Sheet
201120122013
Total assets$126,296,070$122,758,605$138,486,960
Cash - non-interest-bearing$0$0
Savings and temporary cash investments$11,693,107$20,099,316
Pledges and grants receivable, net$17,180,305$16,003,666
Accounts receivable, net$16,708,937$26,978,835
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$493,120$947,586
Inventories for sale or use$328,464$303,947
Prepaid expenses and deferred charges$6,120,978$6,372,636
Land, buildings, and equipment: cost or other basis$3,480,738$5,807,081
Investments - publicly traded securities$54,744,000$47,313,443
Investments - other securities$12,008,956$14,660,450
Investments - program-related$0$0
Intangible assets$0$0
Other assets$0$0
Total liabilities$57,675,570$52,119,030$53,897,965
Accounts payable and accrued expenses$6,929,664$7,485,089
Grants payable$22,525,567$23,356,557
Deferred revenue$2,479,892$2,795,357
Tax-exempt bond liabilities$0$0$0
Escrow or custodial account liability$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$0$0$0
Unsecured notes and loans payable to unrelated third parties$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$20,183,907$20,260,962
Total net assets or fund balances$68,620,500$70,639,575$84,588,995
Unrestricted net assets$26,593,123$34,866,162
Temporarily restricted net assets$21,875,658$24,811,186
Permanently restricted net assets$22,170,794$24,911,647
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi)
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2009 - 2013)
2009 - 2013 Total
Public Support$431,185,805
Subtotal Support$441,809,179
Gifts, grants, contributions, and membership fees received$441,809,179
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) that exceeds 2% of the total support$10,623,374
Total Support$474,204,724
Public Support$441,809,179
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$11,654,606
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income. Do not include gain or loss from the sale of capital assets$20,740,939
Gross receipts from related activities, etc.$21,608,928
Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220032004200520062007
Total revenue$64,145,999$71,609,839$63,891,970$68,781,681$79,914,264$79,668,278$95,246,466$103,661,498
Contributions, gifts, grants, and similar amounts received$57,512,695$67,779,945$59,520,220$65,524,985$73,219,472$75,826,574$79,977,723$94,553,720
Contributions to donor advised funds$0$0
Direct public support$56,633,747$66,917,137$58,617,579$64,649,985$72,230,952$73,704,863$77,100,177$92,196,409
Indirect public support$0$0$0$0$0$0$0$0
Government contributions (grants)$878,948$862,808$902,641$875,000$988,520$2,121,711$2,877,546$2,357,311
Program service revenue including government fees and contracts$2,858,576$1,248,526$2,882,825$1,107,796$3,758,228$911,059$5,423,281$1,101,048
Membership dues and assessments$0$0$0$0$0$0$5,708,286$3,197,777
Interest on savings and temporary cash investments$148,126$74,022$-88,770$-92,951$-19,629$484,082$632,639$668,118
Dividends and interest from securities$3,441,991$2,291,404$1,941,928$1,715,117$1,920,276$1,574,188$3,600,222$4,016,320
Net rental income or (loss)$0$0$0$0$0$0$0$0
Gross rents$0$0$0$0$0$0$0$0
Less: rental expenses$0$0$0$0$0$0$0$0
Other investment income$0$0$0$0$0$0$0$0
Gain or (loss) from sales of assets other than inventory$-290,845$1,034$-530,324$123,686$822$538$46,284$81,974
Gross amount from sales of assets other than inventory$2,782,463$198,252$775,911$2,015,137$262,381$2,350$14,271,493$28,981,921
Less: cost or other basis and sales expenses$3,073,308$197,218$1,306,235$1,891,451$261,559$1,812$14,225,209$28,899,947
Net income or (loss) from special events and activities$-76,229$-135,820$-244,999$-52,613$636,874$513,150$-324,158$-582,980
Gross revenue$205,580$198,800$208,550$311,632$1,309,485$1,154,200$418,235$204,859
Less: direct expenses other than fundraising expenses$281,809$334,620$453,549$364,245$672,611$641,050$742,393$787,839
Gross profit or (loss) from sales of inventory$143,127$-19,576$-62,637$-25,405$-13,757$-215,250$-68,422$186,375
Gross sales of inventory, less returns and allowances$885,534$801,945$685,248$415,465$490,670$394,085$344,478$495,086
Less: cost of goods sold$742,407$821,521$747,885$440,870$504,427$609,335$412,900$308,711
Other revenue$408,558$370,304$473,727$481,066$411,978$573,937$250,611$439,146
Total expenses$63,990,191$60,861,410$59,831,042$64,911,574$73,781,422$71,121,886$92,644,749$101,422,840
Program services$47,597,240$46,372,139$45,393,993$48,357,053$57,770,322$55,488,475$75,174,169$77,305,229
Management and general$955,762$1,038,641$930,611$760,527$640,854$625,348$857,764$3,728,030
Fundraising$15,437,189$13,450,630$13,506,438$15,793,994$15,370,246$15,008,063$16,612,816$20,389,581
Payments to affiliates$0$0$0$0$0$0$0$0
Net assets or fund balances at end of year$30,997,457$39,168,683$43,944,703$51,121,781$59,305,484$68,840,053$76,572,006$69,035,413
Excess or (deficit) for the year$155,808$10,748,429$4,060,928$3,870,107$6,132,842$8,546,392$2,601,717$2,238,658
Net assets or fund balances at beginning of year$33,686,825$30,997,457$39,168,683$43,944,703$51,121,781$59,305,484$68,840,053$76,572,006
Other changes in net assets or fund balances$-2,845,176$-2,577,203$715,092$3,306,971$2,050,861$988,177$5,130,236$-9,775,251
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$101,422,840$77,305,229$3,728,030$20,389,581
Grants paid from donor advised funds$0
Other grants and allocations$28,219,831
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$971,542$461,335$303,976$206,231
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$18,343,364$11,923,187$550,301$5,869,876
Pension plan contributions not included above$1,905,100$1,323,025$67,602$514,473
Employee benefits not included above$1,573,197$1,039,059$42,796$491,342
Payroll taxes$1,389,350$885,567$36,520$467,263
Professional fundraising fees$427,247$2,668$0$424,579
Accounting fees$126,867$78,343$16,853$31,671
Legal fees$220,000$95,078$27,775$97,147
Supplies$373,676$233,247$10,735$129,694
Telephone$711,506$546,012$11,168$154,326
Postage and shipping$8,355,885$5,154,619$1,230,905$1,970,361
Occupancy$2,713,678$2,176,361$78,393$458,924
Equipment rental and maintenance$0$0$0$0
Printing and publications$21,663,726$15,971,979$1,081,131$4,610,616
Travel$2,219,006$1,316,843$30,242$871,921
Conferences, conventions, and meetings$1,611,157$1,303,581$25,527$282,049
Interest$0$0$0$0
Depreciation, depletion, etc.$1,652,099$1,072,578$65,555$513,966
Other expenses not covered above$8,945,609$5,501,916$148,551$3,295,142
Balance Sheets
20002001200220032004200520062007
Total assets$72,189,828$80,997,190$88,069,173$98,625,052$110,441,963$124,649,668$140,830,595$146,478,070
Cash - non-interest-bearing$1,868,814$4,179,948$5,037,493$7,972,801$4,483,244$3,964,224$6,272,923$8,862,363
Savings and temporary cash investments$818,931$651,804$1,033,893$1,372,675$350,850$2,876,582$1,778,883$1,439,104
Accounts receivable less allowance for doubtful accounts$1,382,261$1,667,155$2,251,869$3,525,568$4,933,222$4,619,740$8,082,523$12,462,772
Pledges receivable less allowance for doubtful accounts$6,946,919$19,399,431$23,036,944$26,443,443$36,839,064$33,864,152$33,957,388$27,888,328
Grants receivable$0$0$0$0$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Inventories for sale or use$620,089$461,985$374,580$320,559$337,294$388,133$232,255$0
Prepaid expenses and deferred charges$1,959,011$2,103,541$1,684,060$2,913,246$1,602,979$4,424,139$1,168,874$2,386,596
Investments - publicly-traded securities$83,818,202$78,450,783
Investments - other securities$55,637,888$49,796,611$48,900,208$50,623,090$56,724,408$68,957,772$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0$0$0$0$0
Investments - other$0$0$0$0$0$0$0$10,079,588
Land, buildings, and equipment less accumulated depreciation$2,955,915$2,736,715$5,750,126$5,453,670$5,170,902$5,554,926$5,519,547$4,908,536
Other assets, including program-related investments$0$0$0$0$0$0$0$0
Total liabilities$41,192,371$41,828,507$44,124,470$47,503,271$51,136,479$55,809,615$64,258,589$77,442,657
Accounts payable and accrued expenses$6,485,718$5,233,048$8,438,892$10,448,324$12,883,779$12,285,440$8,632,448$7,747,756
Grants payable$33,559,365$34,632,748$32,142,367$31,209,648$34,781,065$37,351,324$47,493,009$51,762,277
Deferred revenue$1,147,288$1,962,711$3,543,211$5,845,299$3,471,635$6,172,851$3,336,050$6,329,272
Loans from officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0$0$0$0$0
Mortgages and other notes payable$0$0$0$0$0$0$0$0
Other liabilities$0$0$0$0$0$0$4,797,082$11,603,352
Total liabilities and net assets/fund balances$72,189,828$80,997,190$88,069,173$98,625,052$110,441,963$124,649,668$140,830,595$146,478,070
Total net assets or fund balances$30,997,457$39,168,683$43,944,703$51,121,781$59,305,484$68,840,053$76,572,006$69,035,413
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220032004200520062007
Total revenue$64,146,040$71,609,840$63,891,969$68,781,681$79,914,264$79,668,278$95,246,466$103,661,498
Total revenue, gains, and other support per audited financial statements$62,389,690$70,502,224$66,538,701$73,405,232$82,867,529$81,818,675$102,878,690$96,065,958
Other expenses$-1,756,350$-1,107,616$2,646,732$4,623,551$2,953,265$2,467,422$7,996,874$-6,340,294
Net unrealized gains on investments$-2,845,217$-2,576,177$714,097$3,306,971$2,050,861$1,189,679$4,706,400$-8,520,005
Donated services and use of facilities$346,460$647,040$1,184,750$875,710$397,977$1,162,220$2,089,088$1,871,000
Recoveries of prior year grants$0$0$0$0$0$0$0$0
Other$742,407$821,521$747,885$440,870$504,427$115,523$1,201,386$308,711
Other revenue$0$0$0$0$0$317,025$364,650$1,255,246
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$317,025$364,650$1,255,246
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220032004200520062007
Total expenses$63,990,191$60,861,410$59,831,042$64,911,574$73,781,422$71,121,886$92,644,749$101,422,840
Total expenses and losses per audited financial statements$65,079,058$62,329,971$61,763,677$66,228,154$74,683,826$72,284,106$95,146,737$103,602,551
Other revenue$1,088,867$1,468,561$1,932,635$1,316,580$902,404$1,162,220$2,501,988$2,179,711
Donated services and use of facilities$346,460$647,040$1,184,750$875,710$397,977$1,162,220$2,089,088$1,871,000
Prior year adjustments$0$0$0$0$0$0$0$0
Losses$0$0$0$0$0$0$0$0
Other$742,407$821,521$747,885$440,870$504,427$0$412,900$308,711
Other expenses$0$0$0$0$0$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
60$545,566$181,609$0
55$184,302$60,065$0
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings53
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?Yes
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?No
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 2006236
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$4,622,578$4,485,200
Program service revenue
Program service revenue 1000000$000$0$455,678
Program service revenue 2000000$000$0$320,068
Program service revenue 3000000$000$0$141,799
Program service revenue 4000000$000$0$125,000
Program service revenue 5000000$000$0$58,503
$0$0$455,678
$0$0$13,483
$0$0$320,068
$0$0$45,020
$0$0$125,000
$0$0$141,799
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$3,197,777
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$668,118$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$4,016,320$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$0Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$81,974$0
Net income or (loss) from special events000000$0Income from an activity that is not regularly carried on (section 512(a)(1))$-582,980$0
Gross profit or (loss) from sales of inventory000000$000$0$186,375
Other revenue000000$0Royalty income excluded by section 512(b)(2)$439,146$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$268,482$40,444$0
$207,100$47,836$0
$193,768$49,833$0
$179,602$52,390$0
$179,716$30,678$0
Total number of other employees paid over $50,000159
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$899,830
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that normally receives: less than 1/3 of its support from gross investment income and unrelated taxable business income and more than 1/3 of its support from contribution, membership fees
Support Schedule
19992000200120022003200420052006
Total$61,113,159$63,987,208$71,190,628$74,584,668$64,535,768$67,192,179$84,251,942$92,738,326
Gifts, grants, and contributions received$55,456,956$57,512,695$67,523,714$71,353,226$60,844,789$61,022,633$79,066,936$82,129,990
Membership fees received$0$0$0$0$0$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$2,754,529$2,884,396$1,219,862$1,378,284$1,587,747$3,180,329$2,507,375$6,159,287
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$2,901,674$3,590,117$2,447,052$1,853,158$2,103,232$2,989,217$2,650,558$4,337,589
Net income from unrelated business activities not included above$0$0$0$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0$0$0$0
Other income$0$0$0$0$0$0$27,073$111,460
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$101,418,520
Total lobbying expenditures$895,510
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$895,510
Other exempt purpose expenditures$100,523,010
Lobbying nontaxable amount$1,000,000
Grassroots nontaxable amount$250,000
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Alzheimers Disease And Related Disorders Association Inc, Alzheimers Assoc225 N Michigan Ave Ste 1700, Chicago, IL 60601-7652IL1985-06$165,739,045
2Alzheimers Disease And Related Disorders Association, Group Return225 N Michigan Ave Fl 17, Chicago, IL 60601-7652IL1985-06$75,032,572
3Alzheimers Disease And Related Disorders Association, Florida Gulf Coast Chapter14010 Roosevelt Blvd Ste 709, Clearwater, FL 33762-3820FL1985-06$3,034,339
4Alzheimers Disease And Related Disorders Association, Central And North Florida Chapter378 Center Pointe Cir Ste 1280, Altamonte Springs, FL 32701-3442FL1985-06$956,892
5Life Story Videos Archives And Research Corp2355 Sw 30th Ter, Ft Lauderdale, FL 33312-4368FL2005-09$1
6Alzheimers Disease And Related Disorders Association, National Capital Area Chapter3701 Pender Dr Ste 400, Fairfax, VA 22030-6045VA1985-06$0
Number of organizations performing similar types of work
Florida3
Illinois2
Virginia1
Total6
20 biggest affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
CentralAlzheimers Disease And Related Disorders Association Inc, Alzheimers Assoc225 N Michigan Ave Ste 1700, Chicago, IL 60601-7652IL1985-06$165,739,045
SubordinateAlzheimers Disease And Related Disorders Association, Group Return225 N Michigan Ave Fl 17, Chicago, IL 60601-7652IL1985-06$75,032,572
SubordinateAlzheimers Disease And Related Disorders Association, Oregon Chapter1650 Nw Naito Pkwy Ste 190, Portland, OR 97209-2535OR1985-06$1,150,850
SubordinateAlzheimers Disease And Related Disorders Association, New York City Chapter360 Lexington Ave Fl 4, New York, NY 10017-6567NY1985-06$10,466,412
SubordinateAlzheimers Disease And Related Disorders Association Inc, Orange County Chapter2515 Mccabe Way200, Irvine, CA 92614-6243CA1985-06$10,313,984
SubordinateAlzheimers Disease And Related Disorders Association Inc, Massachusetts New Hampshire Chapter480 Pleasant St, Watertown, MA 02472-2463MA1985-06$10,263,718
SubordinateAlzheimers Disease And Related Disorders Association, California Southland Chapter4221 Wilshire Blvd Ste 400, Los Angeles, CA 90010-3504CA1985-06$6,887,181
SubordinateAlzheimers Disease And Related Disorders Association, Georgia Chapter41 Perimeter Ctr E Ste 550, Atlanta, GA 30346-1906GA1985-06$5,461,069
SubordinateAlzheimers Disease And Related Disorders Association, Greater New Jersey Chapter400 Morris Ave Ste 251, Denville, NJ 07834-1365NJ1985-06$4,103,825
SubordinateAlzheimers Disease And Related Disorders Association, Houston & Southeast Texas Chapter6055 South Loop E At Long Dr, Houston, TX 77087TX1985-06$4,008,413
SubordinateAlzheimers Disease And Related Disorders Association Inc, Greater Maryland Chapter1850 York Rd Ste D, Timonium, MD 21093-5122MD1985-06$4,006,003
SubordinateAlzheimers Disease And Related Disorders Association, Greater Michigan Chapter25200 Telegraph Rd Ste 100, Southfield, MI 48033-7443MI1985-06$3,620,928
SubordinateAlzheimers Disease And Related Disorders Association, San Diego-Imperial Chapter6632 Convoy Ct, San Diego, CA 92111-1009CA1985-06$3,240,922
SubordinateAlzheimers Disease And Related Disorders Association, Greater Dallas Chapter4144 N Central Expy Ste 750, Dallas, TX 75204-3208TX1985-06$3,177,621
SubordinateAlzheimers Disease And Related Disorders Association, Florida Gulf Coast Chapter14010 Roosevelt Blvd Ste 709, Clearwater, FL 33762-3820FL1985-06$3,034,339
SubordinateAlzheimers Disease And Related Disorders Association, Greater Pennsylvania Chapter2595 Interstate Dr Ste 100, Harrisburg, PA 17110-9378PA1985-06$2,737,277
SubordinateAlzheimers Disease And Related Disorders Association, St Louis Chapter9370 Olive Blvd, Saint Louis, MO 63132-3214MO1985-06$2,620,543
SubordinateAlzheimers Disease And Related Disorders Association, North Central Texas Chapter2630 West Fwy Ste 100, Fort Worth, TX 76102-7117TX1985-06$2,566,853
SubordinateAlzheimers Disease And Related Disorders Association, Western & Central Wa State Chapter100 W Harrison St Ste N200, Seattle, WA 98119-4170WA1985-06$2,267,539
SubordinateAlzheimers Disease And Related Disorders Association, Desert Southwest Chapter1028 E Mcdowell Rd, Phoenix, AZ 85006-2622AZ1985-06$2,229,420
Number of affiliated organizations
Arizona1
California5
Colorado1
Connecticut1
Florida3
Georgia1
Hawaii1
Iowa3
Idaho1
Illinois3
Indiana1
Kansas2
Kentucky1
Louisiana1
Massachusetts1
Maryland1
Maine1
Michigan2
Missouri3
Mississippi1
Montana1
North Carolina1
Nebraska2
New Jersey1
New Mexico1
New York6
Ohio5
Oklahoma1
Oregon1
Pennsylvania2
South Carolina1
South Dakota1
Tennessee1
Texas4
Utah1
Virginia4
Vermont1
Washington2
Wisconsin2
West Virginia1
Total73

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