Form 990 for tax year 2023
Filed by ALZHEIMERS ALLIANCE OF NORTHEAST TEXAS INC.
Totals
- Total revenue
- $1,216,773
- Total expenses
- $1,042,795
- Contributions and grants received
- $1,041,471
- Grants paid
- $0
- Program service revenue
- $134,817
- Investment income
- $8,293
- Other revenue
- $32,192
- Total assets, end of year
- $2,984,709
- Total liabilities, end of year
- $1,127,561
- Net assets or fund balances, end of year
- $1,857,148
- Program services expenses (Part IX)
- $865,125
- Management and general expenses
- $106,754
- Fundraising expenses
- $70,916
- Program service expenses (Part III)
- $865,125
Program services were 83.0% 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.
-
1a · Federated campaigns
$25,504
-
1c · Fundraising events
$100,000
-
1e · Government grants (contributions)
$246,546
-
1f · All other contributions, gifts and grants
$669,421
-
1g · Noncash contributions included above
$4,500
-
2a · Program service revenue: AUXILIARY INCOME
total $80,338 · related or exempt $80,338
-
2b · Program service revenue: CONFERENCE & TRAINING
total $4,576 · related or exempt $4,576
-
2c · Program service revenue: COUNSELING
total $2,077 · related or exempt $2,077
-
2d · Program service revenue: PROJECT LIFESAVER
total $3,861 · related or exempt $3,861
-
2e · Program service revenue: RESPITE CARE
total $43,965 · related or exempt $43,965
-
3 · Investment income
total $9,122 · excluded $9,122
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6a · Gross rents
real property $19,200
-
6c · Rental income or loss
real property $19,200
-
6d · Net rental income or loss
total $19,200 · excluded $19,200
-
7b · Less cost or other basis and sales expenses
securities $829
-
7c · Gain or loss
securities -$829
-
7d · Net gain or loss
total -$829 · excluded -$829
-
8a · Fundraising events: gross income
$11,511
-
8a · Fundraising events: contributions included on line 1c
$100,000
-
8c · Net income from fundraising events
total $11,511 · excluded $11,511
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: MISCELLANEOUS INCOME
total $1,481 · related or exempt $1,481
-
11e · Other revenue, total
$1,481
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $120,307 · program services $104,667 · management and general $10,828 · fundraising $4,812
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $353,258 · program services $312,070 · management and general $23,743 · fundraising $17,445
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $51,461 · program services $42,713 · management and general $6,175 · fundraising $2,573
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $30,823 · program services $25,891 · management and general $3,391 · fundraising $1,541
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $49,698 · program services $41,746 · management and general $5,467 · fundraising $2,485
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $42,596 · program services $1,533 · management and general $38,763 · fundraising $2,300
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $51,900 · program services $43,596 · management and general $5,709 · fundraising $2,595
-
23 · Insurance
total $19,156 · program services $16,091 · management and general $2,107 · fundraising $958
-
24a · Other expenses: PROGRAM SERVICES
total $200,098 · program services $200,098
-
24b · Other expenses: PROFESSIONAL SERVICES
total $76,721 · program services $69,049 · management and general $7,672
-
24c · Other expenses: AUXILIARY EXP
total $37,794 · program services $1,890 · fundraising $35,904
-
24d · Other expenses: DUES & ASSESSMENTS
total $3,701 · program services $3,183 · management and general $370 · fundraising $148
-
24e · All other expenses
total $5,282 · program services $2,598 · management and general $2,529 · fundraising $155
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $185,638 · end of year $209,352
-
2 · Savings and temporary cash investments
beginning of year $501,015 · end of year $247,223
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$2,098,769
-
10b · Land, buildings and equipment: accumulated depreciation
$86,433
-
10c · Land, buildings and equipment, net
beginning of year $2,047,275 · end of year $2,012,336
-
11 · Investments: publicly traded securities
beginning of year $169,348 · end of year $266,828
-
12 · Investments: other securities
beginning of year $239,315 · end of year $246,495
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $2,475 · end of year $2,475
-
17 · Accounts payable and accrued expenses
beginning of year $62,025 · end of year $75,177
-
23 · Secured mortgages and notes payable
beginning of year $1,433,238 · end of year $1,052,384
-
27 · Net assets without donor restrictions
beginning of year $1,247,313 · end of year $1,785,367
-
28 · Net assets with donor restrictions
beginning of year $402,490 · end of year $71,781
Mission and programs · 2023
Mission
ALZHEIMER'S IS A DEVASTATING DISEASE AND THE ALZHEIMER'S ALLIANCE OF SMITH COUNTY IS COMMITTED TO WALKING BESIDE ALL THOSE IN SMITH COUNTY SEEKING OUR HELP THROUGHOUT THE JOURNEY.
-
DIRECT CLIENT SUPPORT, EDUCATION AND AWARENESS, AND ADVOCACY: THE ORGANIZATION PROVIDES A VARIETY OF PROGRAMS AND SUPPORT SERVCIES TO MEET THE NEEDS OF THOSE IN THE COMMUNITY AFFECTED BY ALZHEIMER'S OR A RELATED DEMENTIA. THESE INCLUDE: CASE MANAGEMENT; SUPPORT GROUPS; WORKSHOPS/SEMINARS; ANNUAL CONFERENCE; IN-SERVICE TRAINING; PHYSICIANS OUTREACH; AND ADVOCACY. FOR IN-DEPTH DETAIL, SEE ATTACHED DOCUMENT TITLED "2023 PROGRAMS & SERVICES".
Expenses $432,632 · Revenue $86,991
-
RESPITE CARE: THE ORGANIZATION HELPS FAMILY MEMBERS ACTING AS CAREGIVERS TO INDIVIDUALS WITH ALZHEIMER'S DISEASE OR A RELATED DEMENTIA BY GIVING THEM REPITE, "A BREAK", FROM THEIR CAREGIVING RESPONSIBILITIES. FAMILIES MAY UTILIZE THE ALZHEIMER'S ALLIANCE'S ADULT DAY PROGRAM "WOUNDERFUL WEDNESDAYS". WHEN FUNDS ARE AVAILABLE, THE ALLIANCE IS ABLE TO OFFER OTHER FORMS OF RESPITE CARE SERVICES - IN-HOME CARE, LICENSED DAY CARE, AS WELL AS DAY OR OVERNIGHT CARE IN A RESIDENTIAL CARE COMMUNITY. FOR IN-DEPTH DETAIL, SEE ATTACHED DOCUMENT TITLED "2023 PROGRAMS & SERVICES".
Expenses $317,087 · Revenue $43,965
-
TRACKING/ID SYSTEM FOR WANDERERS: THE ORGANIZATION PROMOTES AND ADMINISTERS PROJECT LIFESAVER INTERNATIONAL IN COLLABORATION WITH SMITH COUNTY SHERIFF'S OFFICE AND TYLER POLICE DEPARTMENT. WHEN SOMEONE ENROLLED IN THE PROGRAM GOES MISSING, PERSONNEL IN BOTH AGENCIES ARE TRAINED TO DO SEARCHES AND ACCESS THE LOCATION EQUIPMENT WHICH RECEIVES A RADIO SIGNAL TRANSMITTED BY A DEVICE WORN ON THE WRIST. FOR IN-DEPTH DETAIL, SEE ATTACHED DOCUMENT TITLED "2023 PROGRAMS & SERVICES".
Expenses $115,406 · Revenue $3,861
As filed on the 2023 return.
Listed in Part VII
-
Bonnie VarnerBONNIE VARNER
Executive Dir.
- Total calculated
- $74,660
- From this org
- $69,450
- From related orgs
- $0
- Other
- $5,210
- Hours/week
- 40
-
Stephanie TaylorSTEPHANIE TAYLOR
Former Ex Dir.
- Total calculated
- $56,715
- From this org
- $50,856
- From related orgs
- $0
- Other
- $5,859
- Hours/week
- 40
-
Allyson CollierALLYSON COLLIER
VP GOVERNANCE
- Total calculated
- $0
- Hours/week
- 1
-
Paula AnthonyPAULA ANTHONY
Director
- Total calculated
- $0
- Hours/week
- 1
-
Chris LangfordCHRIS LANGFORD
Past President
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie BernhartSTEPHANIE BERNHART
VP of Develop.
- Total calculated
- $0
- Hours/week
- 1
-
Amy ChesleyAMY CHESLEY
Director
- Total calculated
- $0
- Hours/week
- 1
-
Gary Gross MDGARY GROSS MD
Director
- Total calculated
- $0
- Hours/week
- 1
-
Chris MasseyCHRIS MASSEY
Director
- Total calculated
- $0
- Hours/week
- 1
-
Brian BulmanBRIAN BULMAN
Director
- Total calculated
- $0
- Hours/week
- 1
-
Kline PillowKLINE PILLOW
President
- Total calculated
- $0
- Hours/week
- 1
-
Kristina RossKRISTINA ROSS
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Susan RossmanSUSAN ROSSMAN
Director
- Total calculated
- $0
- Hours/week
- 1
-
Carol MazzuCAROL MAZZU
Ex-Officio
- Total calculated
- $0
- Hours/week
- 1
-
Amy ProctorAMY PROCTOR
Treasurer
- Total calculated
- $0
- Hours/week
- 1
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 27 September 2024
- IRS schema version
- 2023v5.1
- Source object
- 202402719349300630
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