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← LEWY BODY DEMENTIA ASSOCIATION INC

Form 990 for tax year 2023

Filed by LEWY BODY DEMENTIA ASSOCIATION INC.

Totals

Total revenue
$3,641,562
Total expenses
$3,055,794
Contributions and grants received
$2,932,041
Grants paid
$323,296
Program service revenue
$447,476
Investment income
$254,372
Other revenue
$7,673
Total assets, end of year
$8,179,993
Total liabilities, end of year
$222,751
Net assets or fund balances, end of year
$7,957,242
Program services expenses (Part IX)
$2,464,360
Management and general expenses
$391,583
Fundraising expenses
$199,851
Program service expenses (Part III)
$2,464,360

Program services were 80.6% 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.

  • 1f · All other contributions, gifts and grants

    $2,932,041

  • 2a · Program service revenue: FEE FOR SERVICE

    total $447,476 · related or exempt $447,476

  • 3 · Investment income

    total $178,647 · excluded $178,647

  • 7a · Gross sales of assets other than inventory

    securities $131,668

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

    securities $55,943

  • 7c · Gain or loss

    securities $75,725

  • 7d · Net gain or loss

    total $75,725 · excluded $75,725

  • 10a · Gross sales of inventory

    $1,748

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $1,748 · excluded $1,748

  • 11a · Other revenue: REFUNDS AND REBATES

    total $5,925 · excluded $5,925

  • 11e · Other revenue, total

    $5,925

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $323,296 · program services $323,296

  • 5 · Compensation of officers, directors and key employees

    total $223,660 · program services $199,131 · management and general $12,789 · fundraising $11,740

  • 7 · Other salaries and wages

    total $1,328,145 · program services $1,182,489 · management and general $75,945 · fundraising $69,711

  • 8 · Pension plan contributions

    total $20,302 · program services $18,075 · management and general $1,161 · fundraising $1,066

  • 9 · Other employee benefits

    total $182,174 · program services $162,195 · management and general $10,417 · fundraising $9,562

  • 10 · Payroll taxes

    total $112,883 · program services $100,503 · management and general $6,455 · fundraising $5,925

  • 11b · Fees: legal

    total $21,456 · management and general $21,456

  • 11c · Fees: accounting

    total $23,875 · management and general $23,875

  • 11e · Fees: professional fundraising services

    total $3,750 · fundraising $3,750

  • 11f · Fees: investment management

    total $42,175 · management and general $42,175

  • 11g · Fees: other

    total $215,765 · program services $166,682 · management and general $40,451 · fundraising $8,632

  • 12 · Advertising and promotion

    total $41,961 · program services $35,080 · fundraising $6,881

  • 13 · Office expenses

    total $103,893 · program services $23,918 · management and general $43,787 · fundraising $36,188

  • 14 · Information technology

    total $151,232 · program services $67,978 · management and general $49,825 · fundraising $33,429

  • 16 · Occupancy

    total $51,102 · management and general $51,102

  • 17 · Travel

    total $161,040 · program services $154,958 · fundraising $6,082

  • 19 · Conferences, conventions and meetings

    total $31,090 · program services $29,916 · fundraising $1,174

  • 23 · Insurance

    total $17,995 · program services $139 · management and general $12,145 · fundraising $5,711

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,777,672 · end of year $1,006,413

  • 2 · Savings and temporary cash investments

    beginning of year $1,001,311 · end of year $655,311

  • 3 · Pledges and grants receivable

    end of year $72,708

  • 9 · Prepaid expenses and deferred charges

    beginning of year $628 · end of year $23,279

  • 10a · Land, buildings and equipment: cost or other basis

    $57,116

  • 10b · Land, buildings and equipment: accumulated depreciation

    $57,116

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $3,385,725 · end of year $6,401,639

  • 15 · Other assets

    beginning of year $155,946 · end of year $20,643

  • 17 · Accounts payable and accrued expenses

    beginning of year $222,160 · end of year $192,613

  • 25 · Other liabilities

    beginning of year $0 · end of year $30,138

  • 27 · Net assets without donor restrictions

    beginning of year $7,078,542 · end of year $7,936,662

  • 28 · Net assets with donor restrictions

    beginning of year $20,580 · end of year $20,580

Mission and programs · 2023

Mission

THROUGH OUTREACH, EDUCATION, AND RESEARCH, WE SUPPORT THOSE AFFECTED BY LEWY BODY DEMENTIAS.

  • LEWY BODY DEMENTIA ASSOCIATION, INC. (LBDA) PROVIDES INFORMATION ON LEWY BODY DEMENTIAS TO CAREGIVERS, FAMILIES, PROFESSIONALS, AND THE GENERAL PUBLIC, AND ENCOURAGES SCIENTIFIC ADVANCEMENTS. LBDA PROGRAMS INCLUDE A NATIONAL SUPPORT GROUP NETWORK, EXTENSIVE WEBSITE AND ONLINE COMMUNITIES, EMAIL AND TOLL FREE TELEPHONE HELP LINES, AND INFORMATION PACKETS AND BROCHURES. LBDA REPRESENTATIVES ATTEND SCIENTIFIC CONFERENCES, HOST EXHIBITS AT NATIONAL MEDICAL CONFERENCES, AND SUPPORT THE LBDA SCIENTIFIC ADVISORY COUNCIL. THROUGH LBDA'S RESEARCH CENTERS OF EXCELLENCE GRANT PROGRAM, LBDA HELPS FUND ACADEMIC RESEARCH CENTERS DELIVERING CLINICAL CARE, OUTREACH, AND EDUCATION OF PUBLIC AND PROFESSIONALS.

    Expenses $2,387,472 · Grants $323,296

  • IN FURTHERANCE OF ITS MISSION TO SUPPORT THOSE WITH LBD, CAREGIVERS, AND RESEARCH RELATED TO THE DISEASE, THE ASSOCIATION ENTERS INTO CONTRACTS WITH OUTSIDE ENTITIES TO ASSIST THEM WITH EDUCATION, SUPPORT, SURVEYS, EMAIL CAMPAIGNS AND RESEARCH EFFORTS ADDRESSING THE DISEASE.

    Expenses $76,888 · Revenue $447,476

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

Listed in Part VII

  • Shannon McCarty-Caplan

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Marshall Cannon

    CO-VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Andy Matteis

    CO-VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Sarah Sung

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Roger Bean

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Anitha Rao MD

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Rodney Witcher

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Angela Lunde

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Carla Abdelnour

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Jeffrey Jacob

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Allison Feldman

    EXECUTIVE DIRECTOR

    Total calculated
    $223,660
    From this org
    $217,028
    From related orgs
    $0
    Other
    $6,632
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $217,028
    Bonus
    $0
    Other
    $0
    Deferred
    $6,632
    Nontaxable benefits
    $0
    Filer's total
    $223,660

  • Angela Taylor

    VICE PRESIDENT OF STRATEGIC INITIATIVES

    Total calculated
    $153,876
    From this org
    $149,328
    From related orgs
    $0
    Other
    $4,548
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,328
    Bonus
    $0
    Other
    $0
    Deferred
    $4,548
    Nontaxable benefits
    $0
    Filer's total
    $153,876

  • Ian Richard

    VICE PRESIDENT OF DEVELOPMENT

    Total calculated
    $131,848
    From this org
    $128,310
    From related orgs
    $0
    Other
    $3,538
    Hours/week
    40

  • Julia Wood

    DIRECTOR OF PROFESSIONAL & COMMUNITY EDUCATION

    Total calculated
    $105,429
    From this org
    $105,429
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Keith Fargo

    DIRECTOR OF SCIENTIFIC INITIATIVES

    Total calculated
    $177,443
    From this org
    $173,405
    From related orgs
    $0
    Other
    $4,038
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,405
    Bonus
    $0
    Other
    $0
    Deferred
    $4,038
    Nontaxable benefits
    $0
    Filer's total
    $177,443

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 · Compensation committee
  • 3 · Approval by the board or compensation committee

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
28 October 2024
IRS schema version
2023v5.1
Source object
202413039349302111

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

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