Skip to content
Nonprofiteer
← USAGAINSTALZHEIMERS

Form 990 for tax year 2023

Filed by USAGAINSTALZHEIMERS.

Totals

Total revenue
$8,535,403
Total expenses
$8,150,960
Contributions and grants received
$7,907,949
Grants paid
$181,900
Program service revenue
$538,163
Investment income
$322,891
Other revenue
-$233,600
Total assets, end of year
$8,989,940
Total liabilities, end of year
$295,216
Net assets or fund balances, end of year
$8,694,724
Program services expenses (Part IX)
$6,521,467
Management and general expenses
$688,448
Fundraising expenses
$941,045
Program service expenses (Part III)
$6,521,467

Program services were 80.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $303,507

  • 1e · Government grants (contributions)

    $363,004

  • 1f · All other contributions, gifts and grants

    $7,241,438

  • 1g · Noncash contributions included above

    $169,247

  • 2a · Program service revenue: PROGRAM SERVICE REVENU

    total $538,163 · related or exempt $538,163

  • 3 · Investment income

    total $325,816 · excluded $325,816

  • 7a · Gross sales of assets other than inventory

    securities $162,193

  • 7b · Less cost or other basis and sales expenses

    securities $165,118

  • 7c · Gain or loss

    securities -$2,925

  • 7d · Net gain or loss

    total -$2,925 · excluded -$2,925

  • 8a · Fundraising events: gross income

    $27,080

  • 8a · Fundraising events: contributions included on line 1c

    $303,507

  • 8b · Fundraising events: direct expenses

    $280,961

  • 8c · Net income from fundraising events

    total -$253,881 · excluded -$253,881

  • 11a · Other revenue: OTHER REVENUE

    total $20,281 · excluded $20,281

  • 11e · Other revenue, total

    $20,281

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $159,900 · program services $159,900

  • 2 · Grants to domestic individuals

    total $22,000 · program services $22,000

  • 5 · Compensation of officers, directors and key employees

    total $504,583 · program services $458,896 · management and general $45,687

  • 7 · Other salaries and wages

    total $1,945,462 · program services $965,306 · management and general $357,505 · fundraising $622,651

  • 8 · Pension plan contributions

    total $94,281 · program services $50,315 · management and general $17,280 · fundraising $26,686

  • 9 · Other employee benefits

    total $106,875 · program services $57,035 · management and general $19,589 · fundraising $30,251

  • 10 · Payroll taxes

    total $160,000 · program services $85,386 · management and general $29,326 · fundraising $45,288

  • 11b · Fees: legal

    total $95,136 · management and general $95,136

  • 11c · Fees: accounting

    total $99,683 · program services $25,054 · management and general $49,575 · fundraising $25,054

  • 11g · Fees: other

    total $3,612,187 · program services $3,552,872 · fundraising $59,315

  • 12 · Advertising and promotion

    total $60,000 · program services $60,000

  • 13 · Office expenses

    total $64,398 · program services $23,064 · management and general $34,174 · fundraising $7,160

  • 14 · Information technology

    total $542,595 · program services $474,054 · management and general $11,492 · fundraising $57,049

  • 17 · Travel

    total $335,630 · program services $302,040 · management and general $4,796 · fundraising $28,794

  • 19 · Conferences, conventions and meetings

    total $257,823 · program services $250,725 · fundraising $7,098

  • 23 · Insurance

    total $12,167 · management and general $12,167

  • 24a · Other expenses: PAYROLL FEES

    total $62,884 · program services $33,559 · management and general $11,526 · fundraising $17,799

  • 24b · Other expenses: STATE REGISTRATION FEES

    total $13,138 · fundraising $13,138

  • 24c · Other expenses: MISCELLANEOUS

    total $2,218 · program services $1,261 · management and general $195 · fundraising $762

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,431,402 · end of year $443,040

  • 2 · Savings and temporary cash investments

    beginning of year $4,790,850 · end of year $8,140,883

  • 3 · Pledges and grants receivable

    beginning of year $459,879 · end of year $265,140

  • 4 · Accounts receivable

    beginning of year $36,035 · end of year $140,877

  • 9 · Prepaid expenses and deferred charges

    beginning of year $82,693

  • 17 · Accounts payable and accrued expenses

    beginning of year $490,578 · end of year $295,216

  • 27 · Net assets without donor restrictions

    beginning of year $2,625,192 · end of year $2,995,387

  • 28 · Net assets with donor restrictions

    beginning of year $5,685,089 · end of year $5,699,337

Mission and programs · 2023

Mission

USAGAINSTALZHEIMER'S IS ENGAGED IN A RELENTLESS PURSUIT TO END ALZHEIMER'S, THE SIXTH LEADING KILLER IN AMERICA. OUR WORK CENTERS ON PREVENTION, EARLY DETECTION AND DIAGNOSIS, AND ACCESS TO TREATMENTS ALL REGARDLESS OF GENDER, RACE, OR ETHNICITY. (CONTINUED ON SCH O)SINCE MOST ALZHEIMER'S PATIENTS ARE WOMEN, LATINOS, AND BLACK PEOPLE, ALL OUR WORK IS DONE WITH EQUITY IN MIND, SO THAT WE ADDRESS THE NEEDS OF THE PEOPLE MOST HEAVILY IMPACTED BY THE DISEASE. TO ACHIEVE OUR MISSION, WE GIVE VOICE TO PATIENTS AND CAREGIVERS WHILE PARTNERING WITH GOVERNMENT, SCIENTISTS, THE PRIVATE SECTOR, AND ALLIED ORGANIZATIONS -- THE PEOPLE WHO PUT THE "US" IN USAGAINSTALZHEIMER'S.

Activities or mission (Part I)

SEE PART III, LINE 1.

  • USAGAINSTALZHEIMER'S HAS WORKED ACROSS SECTORS TO ACHIEVE IMPORTANT MILESTONES, INCLUDING:- CONDUCTING THE BRAIN HEALTH ACADEMY (BHA), A SERIES OF FREE, EVIDENCE-BASED COURSES TO EQUIP HEALTHCARE AND WELLNESS PROVIDERS WITH THE KNOWLEDGE AND RESOURCES TO HELP PEOPLE REDUCE THE RISK OF DEMENTIA AND ALZHEIMER'S. THERE WERE NEARLY 7,000 COURSE COMPLETIONS IN 2023.- FACILITATING RESEARCH ON WHAT MATTERS MOST TO PEOPLE LIVING WITH THE DISEASE AND THEIR CAREGIVERS THAT CAN BE USED TO INFORM DRUG DEVELOPMENT AND POLICY ACTIONS. - HELPING NEARLY AN ADDITIONAL 66,770 PEOPLE TAKE CHARGE OF THEIR BRAIN HEALTH THROUGH BRAINGUIDE, OUR FIRST-OF-ITS-KIND (CONTINUED ON SCH O)PLATFORM THAT EMPOWERS PEOPLE WITH KNOWLEDGE AND RESOURCES TO TAKE THE BEST NEXT STEPS IN MANAGING THEIR OWN OR A LOVED ONE'S BRAIN HEALTH. - THROUGH OUR CENTER FOR BRAIN HEALTH EQUITY, REACHED 450,000 BLACK AND LATINO PEOPLE THROUGH A TAILORED BRAIN HEALTH COMMUNICATIONS CAMPAIGN ABOUT BRAIN HEALTH.- PRIORITIZING THE CHANGE (CONCENTRATING ON HIGH-VALUE ALZHEIMER'S NEEDS TO GET TO AN END) ACT IN CONGRESS, STRESSING THE HUGE IMPACT THE CHANGE ACT WOULD HAVE IN ENCOURAGING EARLY ASSESSMENT AND DIAGNOSIS OF ALZHEIMER'S DISEASE AND RELATED DEMENTIAS.- ENGAGING THE PRIVATE SECTOR IN AN EFFORT TO REDUCE THE RISK OF DEMENTIA AMONG THEIR WORKFORCE, CUSTOMERS, AND COMMUNITIES.

    Expenses $6,521,467 · Grants $181,900 · Revenue $538,163

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Meryl Comer

    FOUNDING BOARD MEMBER (SEE SCH. O)

    Total calculated
    $200,000
    From this org
    $200,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,000
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $200,000

  • George Vradenburg

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    10

  • Shawn Taylor

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Karen Segal

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • Greg O'Brien

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Paul Hogan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • John Dwyer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Russell Paulsen

    CHIEF OPERATING OFFICER (SEE SCH O)

    Total calculated
    $326,719
    From this org
    $312,917
    From related orgs
    $0
    Other
    $13,802
    Hours/week
    39

    Schedule J breakdown matched by us

    Base
    $285,417
    Bonus
    $27,500
    Other
    $0
    Deferred
    $12,725
    Nontaxable benefits
    $1,077
    Filer's total
    $326,719

  • Lynn Croneberger

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $240,997
    From this org
    $219,313
    From related orgs
    $0
    Other
    $21,684
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $219,313
    Bonus
    $0
    Other
    $0
    Deferred
    $9,844
    Nontaxable benefits
    $11,840
    Filer's total
    $240,997

  • Stephanie Monroe

    VP AND SR ADVISOR, HEALTH EQUITY

    Total calculated
    $207,155
    From this org
    $197,438
    From related orgs
    $0
    Other
    $9,717
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,438
    Bonus
    $0
    Other
    $0
    Deferred
    $8,653
    Nontaxable benefits
    $1,064
    Filer's total
    $207,155

  • Michael Cleary

    CHIEF FINANCIAL OFFICER

    Total calculated
    $206,542
    From this org
    $186,794
    From related orgs
    $0
    Other
    $19,748
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $186,794
    Bonus
    $0
    Other
    $0
    Deferred
    $8,205
    Nontaxable benefits
    $11,543
    Filer's total
    $206,542

  • Jon Summers

    CHIEF COMMUNICATIONS OFFICER

    Total calculated
    $199,684
    From this org
    $189,703
    From related orgs
    $0
    Other
    $9,981
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,703
    Bonus
    $0
    Other
    $0
    Deferred
    $8,387
    Nontaxable benefits
    $1,594
    Filer's total
    $199,684

  • Kelly O'Brien

    PREVENTION

    Total calculated
    $174,866
    From this org
    $168,483
    From related orgs
    $0
    Other
    $6,383
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,483
    Bonus
    $0
    Other
    $0
    Deferred
    $5,319
    Nontaxable benefits
    $1,064
    Filer's total
    $174,866

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
RUSSELL PAULSEN, COO, RECEIVED A MERIT-BASED BONUS PAYMENT OF $27,500 DURING 2023.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • ADEA LLC

    CREATE A PATIENT-FOCUSED LEARNING SYSTEM LEVERAGING REAL-WORLD HEALTH DATA · DC · income $0 · assets $0

    Directly controlled by USAGAINSTALZHEIMER'S

Provenance

Return type
form_990
Tax year
2023
Filed
20 September 2024
IRS schema version
2023v5.1
Source object
202412649349301101

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.