Form 990 for tax year 2023
Filed by ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC.
Totals
- Total revenue
- $443,925,786
- Total expenses
- $456,554,279
- Contributions and grants received
- $435,222,156
- Grants paid
- $88,554,469
- Program services expenses (Part IX)
- $358,623,291
- Management and general expenses
- $22,013,634
- Fundraising expenses
- $75,917,354
- Program service expenses (Part III)
- $358,623,291
Program services were 78.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
SARAH LORANCE
CHAIR
- Total calculated
- $0
- Hours/week
- 12
-
KARYNE JONES
DIRECTOR (THRU 10/2023); VICE CHAIR
- Total calculated
- $0
- Hours/week
- 12
-
MINOO JAVANMARDIAN
VICE CHAIR (THRU 10/23); CHAIR ELECT
- Total calculated
- $0
- Hours/week
- 12
-
DEBRA PIERSON
SECRETARY
- Total calculated
- $0
- Hours/week
- 10
-
DEAN BRENNER
TREASURER (AS OF 10/2023); DIRECTOR
- Total calculated
- $0
- Hours/week
- 10
-
BRUCE BAUDE
TREASURER (THRU 10/2023); DIRECTOR
- Total calculated
- $0
- Hours/week
- 10
-
ALEX TSAO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
ANDREW DAHLKEMPER
DIRECTOR (THRU 10/2023)
- Total calculated
- $0
- Hours/week
- 5
-
BRET HILL
DIRECTOR (AS OF 10/2023)
- Total calculated
- $0
- Hours/week
- 5
-
BRUCE LAMB
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
CHUCK GARRETT
DIRECTOR (AS OF 10/2023)
- Total calculated
- $0
- Hours/week
- 5
-
CYNTHIA MOORE-HARDY
DIRECTOR (AS OF 10/2023)
- Total calculated
- $0
- Hours/week
- 5
-
DAVID GONZALES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
DAVID HUNTER
DIRECTOR (THRU 10/2023)
- Total calculated
- $0
- Hours/week
- 5
-
DEREK VAN AMERONGEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
DON PLAUS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
DOZENE GUISHARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
EILEEN KAMERICK
DIRECTOR (THRU 10/2023)
- Total calculated
- $0
- Hours/week
- 5
-
ELIZABETH SHIH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
W GABRIEL DE LA ROSA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
GEOFF HEREDIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
GEORGE WALZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
IRENE SUDAC
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
JOE ARCINIEGA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
JOSEPH JOE MONTMINY
DIRECTOR (THRU 10/2023)
- Total calculated
- $0
- Hours/week
- 5
-
JULIA WALLACE
DIRECTOR (THRU 10/2023)
- Total calculated
- $0
- Hours/week
- 5
-
MIKAELA LOUIE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
NANCY WESTCOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
NICOLE WALKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
REBECCA CHOPP
DIRECTOR (AS OF 10/2023)
- Total calculated
- $0
- Hours/week
- 5
-
RUSHERN BAKER
DIRECTOR (AS OF 10/2023)
- Total calculated
- $0
- Hours/week
- 5
-
RYAN MUNDY
DIRECTOR (THRU 10/2023)
- Total calculated
- $0
- Hours/week
- 5
-
TONY GONZALES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
WENDY DRUMMOND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
WILLIAM THOMAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
KATHERINE JOANNE PIKE
PRESIDENT/CEO
- Total calculated
- $1,033,602
- From this org
- $943,223
- From related orgs
- $16,755
- Other
- $73,624
- Hours/week
- 60 + 0.75 related
Schedule J breakdown matched by us
- Base
- $680,381 + $16,755 related
- Bonus
- $212,556
- Other
- $50,286
- Deferred
- $36,300
- Nontaxable benefits
- $37,324
- Filer's total
- $1,016,847 + $16,755 related
-
RICHARD HOVLAND
CFO (TO 7/17/23); COO (THRU 1/24)
- Total calculated
- $826,021
- From this org
- $721,117
- From related orgs
- $440
- Other
- $104,464
- Hours/week
- 60 + 0.02 related
Schedule J breakdown matched by us
- Base
- $548,357 + $440 related
- Bonus
- $165,000
- Other
- $7,760
- Deferred
- $73,800
- Nontaxable benefits
- $30,664
- Filer's total
- $825,581 + $440 related
-
ANTHONY D'AMATO - ASST SECY
VP, LEGAL & GENERAL COUNSEL
- Total calculated
- $445,076
- From this org
- $392,289
- From related orgs
- $2,554
- Other
- $50,233
- Hours/week
- 60 + 0.23 related
Schedule J breakdown matched by us
- Base
- $340,506 + $2,554 related
- Bonus
- $50,980
- Other
- $803
- Deferred
- $36,300
- Nontaxable benefits
- $13,933
- Filer's total
- $442,522 + $2,554 related
-
BARBARA PRYOR
CHIEF ADMIN OFFICER (AS OF 10/23)
- Total calculated
- $72,712
- From this org
- $62,699
- From related orgs
- $0
- Other
- $10,013
- Hours/week
- 60
-
MARK LEON
CFO & ASST. TREASURER (AS OF 7/23)
- Total calculated
- $194,902
- From this org
- $170,595
- From related orgs
- $0
- Other
- $24,307
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $155,249
- Bonus
- $15,000
- Other
- $346
- Deferred
- $16,315
- Nontaxable benefits
- $7,992
- Filer's total
- $194,902
-
DONNA MCCULLOUGH - CHIEF MISS
& FIELD OPS OFR (THRU 1/24); COO
- Total calculated
- $919,289
- From this org
- $823,158
- From related orgs
- $1,463
- Other
- $94,668
- Hours/week
- 60 + 0.07 related
Schedule J breakdown matched by us
- Base
- $635,692 + $1,463 related
- Bonus
- $183,000
- Other
- $4,466
- Deferred
- $81,102
- Nontaxable benefits
- $13,566
- Filer's total
- $917,826 + $1,463 related
-
MARIA CARRILLO
CHIEF SCIENCE OFFICER
- Total calculated
- $978,006
- From this org
- $891,671
- From related orgs
- $0
- Other
- $86,335
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $650,055
- Bonus
- $190,800
- Other
- $50,816
- Deferred
- $81,933
- Nontaxable benefits
- $4,402
- Filer's total
- $978,006
-
ROBERT EGGE
CHIEF PUBLIC POLICY OFFICER
- Total calculated
- $957,566
- From this org
- $812,210
- From related orgs
- $28,267
- Other
- $117,089
- Hours/week
- 60 + 1.41 related
Schedule J breakdown matched by us
- Base
- $580,494 + $28,267 related
- Bonus
- $180,900
- Other
- $50,816
- Deferred
- $79,776
- Nontaxable benefits
- $37,313
- Filer's total
- $929,299 + $28,267 related
-
KENANN CASSIDY
EAST AREA LEADER
- Total calculated
- $665,105
- From this org
- $580,979
- From related orgs
- $0
- Other
- $84,126
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $428,871
- Bonus
- $117,736
- Other
- $34,372
- Deferred
- $66,756
- Nontaxable benefits
- $17,370
- Filer's total
- $665,105
-
CARL HILL
CHIEF DE&I OFFICER
- Total calculated
- $535,586
- From this org
- $461,901
- From related orgs
- $0
- Other
- $73,685
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $355,310
- Bonus
- $105,000
- Other
- $1,591
- Deferred
- $61,290
- Nontaxable benefits
- $12,395
- Filer's total
- $535,586
-
ERIC VANVLYMEN
AREA LEADER WEST
- Total calculated
- $522,723
- From this org
- $447,632
- From related orgs
- $0
- Other
- $75,091
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $357,235
- Bonus
- $88,750
- Other
- $1,647
- Deferred
- $61,242
- Nontaxable benefits
- $13,849
- Filer's total
- $522,723
-
HARRY JOHNS
FORMER CHIEF EXECUTIVE OFFICER
- Total calculated
- $935,287
- From this org
- $898,987
- From related orgs
- $0
- Other
- $36,300
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $113,683
- Bonus
- $138,629
- Other
- $646,675
- Deferred
- $36,300
- Nontaxable benefits
- $0
- Filer's total
- $935,287
-
MICHELLE HELTON
VP, FINANCIAL OPERATIONS
- Total calculated
- $456,523
- From this org
- $380,142
- From related orgs
- $0
- Other
- $76,381
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $328,105
- Bonus
- $50,512
- Other
- $1,525
- Deferred
- $36,300
- Nontaxable benefits
- $40,081
- Filer's total
- $456,523
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 — 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
- 1a · Travel for companions
- 1a · Personal services (maid, chauffeur, chef)
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 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 1A
- PERSONAL SERVICES THE PRESIDENT/CEO RECEIVED ADDITIONAL TAXABLE FRINGE INCOME FOR PERSONAL SECURITY ASSESSMENT FEES. THIS AMOUNT IS INCLUDED ON SCHEDULE J, PART II, COLUMN B(III). TRAVEL FOR COMPANIONS AT TIMES A BOARD MEMBER WITH EARLY ONSET 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.
- PART I, LINE 4B
- SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN THERE WERE NO ADDITIONAL AMOUNTS ACCRUED FOR HARRY JOHNS OR RICHARD HOVLAND RELATED TO A 457(B) PLAN IN CALENDAR YEAR 2023. HARRY JOHNS RECEIVED A PAYOUT OF PREVIOUSLY ACCRUED BENEFITS UNDER HIS 457(B) PLAN PLUS EARNINGS OF $260,410 OF WHICH $126,500 WAS PREVIOUSLY REPORTED. EACH OF THE INDIVIDUALS LISTED BELOW HAD CONTRIBUTIONS OF THE AMOUNTS INDICATED BELOW INTO THEIR 457(F) PLAN IN CALENDAR YEAR 2023 WHICH IS REPORTED IN SCHEDULE J, PART II, COLUMN (C). DONNA MCCULLOUGH - $44,802 ROBERT EGGE - $43,476 MARIA CARRILLO - $45,633 KENANN CASSIDY - $30,456 CARL HILL - $24,990 MARK LEON - $11,106
- PART I, LINE 7
- ALZHEIMER'S ASSOCIATION HAS A PERFORMANCE-BASED INCENTIVE COMPENSATION PLAN. CERTAIN INDIVIDUALS OF ALZHEIMER'S ASSOCIATION CAN EARN INCENTIVE COMPENSATION IF THEY MEET THE CRITERIA OUTLINED IN THEIR RESPECTIVE EMPLOYMENT AGREEMENTS. THE CEO IS ALSO ELIGIBLE TO PARTICIPATE IN THE INCENTIVE COMPENSATION PLAN AND HER INCENTIVE COMPENSATION PAYMENTS ARE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE. WHILE THE COMPENSATION COMMITTEE MAKES THE RECOMMENDATION AND INITIALLY APPROVES, THE FULL APPROVAL OF THE BOARD IS NEEDED FOR CEO COMPENSATION PAYMENTS.
- PART II, COLUMN (B) (II):
- SUPPLEMENTAL COMPENSATION INFORMATION: BONUS AND INCENTIVE COMPENSATION JOANNE PIKE AND HARRY JOHNS RECEIVED PERFORMANCE-BASED INCENTIVE COMPENSATION OF $212,556 AND $138,629, RESPECTIVELY, BASED ON THEIR 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. THESE PERFORMANCE BASED INCENTIVE COMPENSATION WERE EARNED FOR PERFORMANCE IN FISCAL YEAR 2023 AND WERE PAID IN CALENDAR YEAR 2023. RICHARD HOVLAND, DONNA MCCULLOUGH, ROBERT EGGE, MARIA CARRILLO, CARL HILL, KENANN CASSIDY, ERIC VANVLYMEN, ANTHONY D'AMATO AND MICHELLE HELTON RECEIVED PERFORMANCE-BASED INCENTIVES EARNED IN FISCAL YEAR 2023 AND PAID IN CALENDAR YEAR 2023. MARK LEON RECEIVED A SIGN-ON BONUS WHICH WAS PART OF HIS INITIAL EMPLOYMENT OFFER.
- PART II, COLUMN (B) (III):
- JOANNE PIKE AND RICHARD HOVLAND 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. DONNA MCCULLOUGH, ROBERT EGGE, MARIA CARRILLO, CARL HILL, KENANN CASSIDY, ANTHONY D'AMATO, MICHELLE HELTON, ERIC VANVLYMEN AND MARK LEON ALSO RECEIVE THE LIFE INSURANCE BENEFIT. RICHARD HOVLAND, JOANNE PIKE, DONNA MCCULLOUGH, CARL HILL, KENANN CASSIDY, ERIC VANVLYMEN AND MICHELLE HELTON HAVE ADDITIONAL IMPUTED INCOME FOR VOLUNTARY ELECTIONS UNDER THE GROUP DISABILITY PLAN. JOANNE PIKE HAS ADDITIONAL TAXABLE FRINGE INCOME FOR PERSONAL SECURITY ASSESSMENT FEES. HARRY JOHNS RECEIVED A PAYOUT OF $260,410 FROM HIS 457(B) PLAN WHICH BECAME FULLY VESTED AS A RESULT OF HIS RETIREMENT ON 12/31/2022. HARRY JOHNS RECEIVED AN ADDITIONAL RETENTION BONUS PAYOUT OF $386,265 WHICH WAS EARNED OVER MULTIPLE YEARS, WAS PERFORMANCE-BASED AND APPROVED BY THE COMPENSATION COMMITTEE AS PART OF THE REASONABLE TOTAL COMPENSATION IN A MANNER THAT QUALIFIED FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERMEDIATE SANCTION RULES AND AS PART OF HIS EMPLOYMENT AGREEMENT. JOANNE PIKE, MARIA CARRILLO, ROB EGGE AND KENANN CASSIDY RECEIVED PAYOUTS FOR THEIR 457(B) CONTRIBUTIONS THAT BECAME FULLY VESTED IN 2023 AND FUNDED IN IN PREVIOUS YEARS.
- PART II, COLUMN (C):
- SUPPLEMENTAL COMPENSATION INFORMATION: RETIREMENT AND OTHER DEFERRED COMPENSATION JOANNE PIKE - RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES EMPLOYER CONTRIBUTIONS TO A QUALIFIED BROAD-BASED 401(K) RETIREMENT PLAN -$36,300. RICHARD HOVLAND - RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES EMPLOYER CONTRIBUTIONS TO A QUALIFIED 401(K) RETIREMENT PLAN - $36,300, RETENTION BONUS - $37,500 HARRY JOHNS, DONNA MCCULLOUGH, ROBERT EGGE, MARIA CARRILLO, CARL HILL KENANN CASSIDY, ANTHONY D'AMATO, MICHELLE HELTON, ERIC VANVLYMEN AND MARK LEON - RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES EMPLOYER CONTRIBUTIONS TO A QUALIFIED 401(K) RETIREMENT PLAN. DONNA MCCULLOUGH, ROBERT EGGE, MARIA CARRILLO, CARL HILL, KENANN CASSIDY, ERIC VANVLYMEN AND MARK LEON - RETIREMENT AND OTHER DEFERRED COMPENSATION ALSO INCLUDES EMPLOYER CONTRIBUTIONS TO A NON-QUALIFIED 457(F) SUPPLEMENTAL RETIREMENT PLAN.
- PART II, COLUMN (D):
- SUPPLEMENTAL COMPENSATION INFORMATION: NONTAXABLE BENEFITS JOANNE PIKE - NON-TAXABLE BENEFITS OF $37,324 INCLUDE EMPLOYER CONTRIBUTIONS TO MEDICAL, DENTAL, BASIC LIFE INSURANCE, SHORT AND LONG-TERM DISABILITY, AND LONG-TERM CARE INSURANCE BASED ON HER PERSONAL ELECTIONS FOR CALENDAR YEAR 2023 THROUGH THE BENEFIT OFFERINGS AVAILABLE TO ALL OTHER BENEFITS-ELIGIBLE EMPLOYEES AT OUR ORGANIZATION. THE AMOUNTS REPRESENTED FOR RICHARD HOVLAND, DONNA MCCULLOUGH, ROBERT EGGE, MARIA CARRILLO, CARL HILL, KENANN CASSIDY, ANTHONY D'AMATO, MICHELLE HELTON, ERIC VANVLYMEN AND MARK LEON REPRESENT COMPANY CONTRIBUTIONS TO THE MEDICAL, DENTAL, BASIC LIFE INSURANCE, SHORT AND LONG-TERM DISABILITY, AND LONG-TERM CARE INSURANCE BASED ON INDIVIDUAL ELECTIONS.
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
-
WAKE FOREST UNIVERSITY HEALTH SCIENCES
$10,157,392
PROGRAM SUPPORT
-
$10,090,952
PROGRAM SUPPORT
-
$3,560,935
PROGRAM SUPPORT
-
WASHINGTON UNIVERSITY IN STLOUIS
$3,399,007
PROGRAM SUPPORT
-
UNIVERSITY OF SOUTHERN CALIFORNIA
$2,512,116
PROGRAM SUPPORT
-
PROGRAM SUPPORT
-
$1,961,636
PROGRAM SUPPORT
-
MASSACHUSETTS GENERAL HOSPITAL
$1,625,964
PROGRAM SUPPORT
-
PROGRAM SUPPORT
-
$1,260,951
PROGRAM SUPPORT
The 10 largest by cash amount. The API serves every itemized grant.
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.
-
ALZHEIMER'S IMPACT MOVEMENT (AIM)
501(C)(4) · SOCIAL WELFARE · IL · controlled entity
Directly controlled by ALZ ASSOC
-
ALZHEIMER'S ASSOCIATION INTERNATIONAL
501(C)(3) · PUBLIC FOUNDATION · CA · controlled entity
Directly controlled by ALZ ASSOC
-
COALITION OF NY STATE ALZ ASSN CHAPS INC
501(C)(3) · PUBLIC CHARITY · NY · controlled entity
Directly controlled by ALZ ASSOC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 16 December 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433519349301618
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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