Totals
- Total revenue
- $10,418,900
- Total expenses
- $10,448,798
- Contributions and grants received
- $0
- Grants paid
- $0
- Program services expenses (Part IX)
- $9,830,110
- Management and general expenses
- $316,517
- Fundraising expenses
- $302,171
- Program service expenses (Part III)
- $9,830,110
Program services were 94.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
EVAN THOMPSON
DIRECTOR AND BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT THOMAS
DIRECTOR AND TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
DEBORAH JONES
DIRECTOR AND SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5
-
BRIAN RICHARDSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 12 related
-
JACQUELINE KOURI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
PATRICK PEYTON
DIRECTOR (THRU 10/2022)
- Total calculated
- $0
- Hours/week
- 0.5
-
ROBERT MARINO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
STEVEN OSGOOD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
TENNY TSAI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
SARAH LORANCE
DIRECTOR (AS OF 10/2022)
- Total calculated
- $0
- Hours/week
- 0.5 + 12 related
-
HARRY JOHNS
CHIEF EXEC. OFF. (THRU 12/2022)
- Total calculated
- $1,481,516
- From this org
- $30,603
- From related orgs
- $1,218,968
- Other
- $231,945
- Hours/week
- 1.06 + 60 related
Schedule J breakdown matched by us
- Base
- $30,603 + $844,010 related
- Bonus
- $0 + $367,100 related
- Other
- $0 + $7,858 related
- Deferred
- $0 + $207,964 related
- Nontaxable benefits
- $0 + $23,981 related
- Filer's total
- $30,603 + $1,450,913 related
-
KATHERINE JOANNE PIKE
PRESIDENT/CEO (AS OF 01/2023)
- Total calculated
- $957,722
- From this org
- $16,512
- From related orgs
- $828,552
- Other
- $112,658
- Hours/week
- 0.78 + 60 related
Schedule J breakdown matched by us
- Base
- $16,512 + $626,318 related
- Bonus
- $0 + $190,500 related
- Other
- $0 + $11,734 related
- Deferred
- $0 + $79,397 related
- Nontaxable benefits
- $0 + $33,261 related
- Filer's total
- $16,512 + $941,210 related
-
RICHARD HOVLAND
ASSISTANT TREASURER
- Total calculated
- $782,609
- From this org
- $1,865
- From related orgs
- $681,752
- Other
- $98,992
- Hours/week
- 0.11 + 60 related
Schedule J breakdown matched by us
- Base
- $1,865 + $521,488 related
- Bonus
- $0 + $155,700 related
- Other
- $0 + $4,564 related
- Deferred
- $0 + $71,050 related
- Nontaxable benefits
- $0 + $27,942 related
- Filer's total
- $1,865 + $780,744 related
-
DONNA MCCULLOUGH - CHIEF
MISSION & FIELD OPERATIONS OFFICER
- Total calculated
- $839,670
- From this org
- $1,984
- From related orgs
- $751,060
- Other
- $86,626
- Hours/week
- 0.11 + 60 related
Schedule J breakdown matched by us
- Base
- $1,984 + $576,296 related
- Bonus
- $0 + $170,200 related
- Other
- $0 + $4,564 related
- Deferred
- $0 + $74,279 related
- Nontaxable benefits
- $0 + $12,347 related
- Filer's total
- $1,984 + $837,686 related
-
ROBERT EGGE
EXECUTIVE DIRECTOR
- Total calculated
- $725,455
- From this org
- $21,176
- From related orgs
- $599,398
- Other
- $104,881
- Hours/week
- 1.34 + 60 related
Schedule J breakdown matched by us
- Base
- $21,176 + $500,444 related
- Bonus
- $0 + $97,800 related
- Other
- $0 + $1,154 related
- Deferred
- $0 + $70,963 related
- Nontaxable benefits
- $0 + $33,918 related
- Filer's total
- $21,176 + $704,279 related
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
- 4b · Supplemental nonqualified retirement plan
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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3:
- TO ESTABLISH COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR UNDER THE COMMON PAYMASTER ARRANGEMENT, THE RELATED ORGANIZATION UTILIZES THE FOLLOWING FOR THE REBUTTABLE PRESUMPTION TEST: COMPENSATION COMMITTEE; INDEPENDENT COMPENSATION CONSULTANT; FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY; AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE OF THE RELATED ORGANIZATION.
- PART I, LINE 4B:
- SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN THERE WERE NO ADDITIONAL AMOUNTS ACCRUED OR REPORTED FOR HARRY JOHNS, RICHARD HOVLAND, OR DONNA MCCULLOUGH RELATED TO A 457(B) PLAN IN CALENDAR YEAR 2022. ALZHEIMER'S ASSOCIATION ESTABLISHED A SECTION 457(F) PLAN FOR CERTAIN MEMBERS OF SENIOR MANAGEMENT. ACCORDING TO THE 457(F) PLAN, AMOUNTS ARE CONTRIBUTED ON BEHALF OF PARTICIPANTS (AS DETERMINED BY THE BOARD) FOR EACH PLAN YEAR. THE PLAN IS INTENDED TO SUPPLEMENT OTHER RETIREMENT PLANS (QUALIFIED PLANS, SOCIAL SECURITY AND THE 457(B) PLAN) TO ACHIEVE AN INCOME REPLACEMENT RATIO. THE ONLY PARTICIPANTS OF THE PLAN ARE THE BELOW INDIVIDUALS ALONG WITH THEIR CONTRIBUTIONS FOR 2022: - DONNA MCCULLOUGH - $40,729 - ROBERT EGGE - $37,413 - JOANNE PIKE - $45,847 THE ABOVE AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN C, RETIREMENT AND OTHER DEFERRED COMPENSATION. THESE INDIVIDUALS VESTED IN CONTRIBUTIONS FOR THE FIRST TIME IN 2022. THE VESTED BALANCES WERE NOT PAID OUT UNTIL JANUARY 2023.
- PART II, COLUMN (B) (II):
- SUPPLEMENTAL COMPENSATION INFORMATION: BONUS AND INCENTIVE COMPENSATION HARRY JOHNS RECEIVED PERFORMANCE BASED INCENTIVE COMPENSATION OF $367,100 BASED ON HIS 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. THIS PERFORMANCE BASED INCENTIVE COMPENSATION WAS EARNED FOR PERFORMANCE IN FISCAL YEAR 2022 AND WAS PAID IN CALENDAR YEAR 2022. RICHARD HOVLAND, JOANNE PIKE, DONNA MCCULLOUGH, AND ROBERT EGGE RECEIVED PERFORMANCE BASED INCENTIVES EARNED IN FISCAL YEAR 2022 AND PAID IN CALENDAR YEAR 2022.
- PART II, COLUMN (B) (III):
- HARRY JOHNS 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. JOANNE PIKE, DONNA MCCULLOUGH, AND ROBERT EGGE ALSO RECEIVE THE LIFE INSURANCE BENEFIT. HARRY JOHNS, RICHARD HOVLAND, JOANNE PIKE, AND DONNA MCCULLOUGH HAVE ADDITIONAL IMPUTED INCOME FOR VOLUNTARY ELECTIONS UNDER THE GROUP DISABILITY PLAN. SUPPLEMENTAL COMPENSATION INFORMATION: RETIREMENT AND OTHER DEFERRED COMPENSATION HARRY JOHNS - RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES EMPLOYER CONTRIBUTIONS TO A QUALIFIED BROAD-BASED 401(K) RETIREMENT PLAN - $33,550 RICHARD HOVLAND - RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES EMPLOYER CONTRIBUTIONS TO A QUALIFIED 401(K) RETIREMENT PLAN - $33,550 JOANNE PIKE, DONNA MCCULLOUGH, AND ROBERT EGGE - RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES EMPLOYER CONTRIBUTIONS TO A QUALIFIED 401(K) RETIREMENT PLAN. JOANNE PIKE, DONNA MCCULLOUGH, AND ROBERT EGGE - 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 HARRY JOHNS - NON-TAXABLE BENEFITS OF $23,981 INCLUDE EMPLOYER CONTRIBUTIONS TO MEDICAL, DENTAL, BASIC LIFE INSURANCE, SHORT AND LONG-TERM DISABILITY, AND LONG-TERM CARE INSURANCE BASED ON HIS PERSONAL ELECTIONS FOR CALENDAR YEAR 2022 THROUGH THE BENEFIT OFFERINGS AVAILABLE TO ALL OTHER BENEFITS-ELIGIBLE EMPLOYEES AT OUR ORGANIZATION. THE AMOUNTS REPRESENTED FOR RICHARD HOVLAND, JOANNE PIKE, DONNA MCCULLOUGH, AND ROBERT EGGE 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, 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 HIS INCENTIVE COMPENSATION PAYMENTS ARE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE RETAINS SOLE DISCRETION TO DETERMINE THE AMOUNT OF ANY INCENTIVE COMPENSATION PAID TO EXECUTIVES.
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
No itemized grants to organizations 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.
-
ALZHEIMER'S DISEASE & RELATED DIS ASSOC
501(C)(3) · VOL HEALTH OR · IL
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 28 March 2024
- IRS schema version
- 2022v5.0
- Source object
- 202420889349301852
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