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Nonprofiteer
← ALZHEIMERS IMPACT MOVEMENT

Form 990 for tax year 2023

Filed by ALZHEIMERS IMPACT MOVEMENT.

Totals

Total revenue
$10,774,628
Total expenses
$10,726,059
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$10,774,628
Investment income
$0
Other revenue
$0
Total assets, end of year
$725,796
Total liabilities, end of year
$140,920
Net assets or fund balances, end of year
$584,876
Program services expenses (Part IX)
$10,025,752
Management and general expenses
$353,543
Fundraising expenses
$346,764
Program service expenses (Part III)
$10,025,752

Program services were 93.5% 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.

  • 2a · Program service revenue: GRANT PROG. SVC. REV.

    total $10,090,952 · related or exempt $10,090,952

  • 2b · Program service revenue: NONDED. MBRSHP. DUES

    total $683,676 · related or exempt $683,676

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $56,510 · program services $40,273 · management and general $13,552 · fundraising $2,685

  • 7 · Other salaries and wages

    total $4,199,392 · program services $3,929,053 · management and general $134,394 · fundraising $135,945

  • 8 · Pension plan contributions

    total $413,000 · program services $386,591 · management and general $13,123 · fundraising $13,286

  • 9 · Other employee benefits

    total $480,571 · program services $449,841 · management and general $15,271 · fundraising $15,459

  • 10 · Payroll taxes

    total $253,915 · program services $237,679 · management and general $8,068 · fundraising $8,168

  • 11b · Fees: legal

    total $22,242 · program services $20,820 · management and general $707 · fundraising $715

  • 11c · Fees: accounting

    total $12,343 · program services $11,554 · management and general $392 · fundraising $397

  • 11g · Fees: other

    total $2,013,002 · program services $1,884,282 · management and general $63,965 · fundraising $64,755

  • 12 · Advertising and promotion

    total $244,046 · program services $228,440 · management and general $7,755 · fundraising $7,851

  • 13 · Office expenses

    total $507,123 · program services $474,696 · management and general $16,114 · fundraising $16,313

  • 14 · Information technology

    total $113,188 · program services $105,950 · management and general $3,597 · fundraising $3,641

  • 16 · Occupancy

    total $999,087 · program services $935,201 · management and general $31,747 · fundraising $32,139

  • 17 · Travel

    total $452,752 · program services $423,801 · management and general $14,387 · fundraising $14,564

  • 19 · Conferences, conventions and meetings

    total $955,959 · program services $894,830 · management and general $30,377 · fundraising $30,752

  • 24e · All other expenses

    total $2,929 · program services $2,741 · management and general $94 · fundraising $94

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $538,885 · end of year $664,815

  • 3 · Pledges and grants receivable

    beginning of year $99,676 · end of year $50,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,981 · end of year $10,981

  • 17 · Accounts payable and accrued expenses

    beginning of year $110 · end of year $159

  • 25 · Other liabilities

    beginning of year $113,125 · end of year $140,761

  • 27 · Net assets without donor restrictions

    beginning of year $536,307 · end of year $584,876

Mission and programs · 2023

Mission

TO ADVANCE AND DEVELOP POLICIES TO OVERCOME ALZHEIMER'S AND ALL OTHER DEMENTIA THROUGH INCREASED INVESTMENT IN RESEARCH, ENHANCED CARE AND IMPROVED SUPPORT.

Activities or mission (Part I)

TO ADVANCE AND DEVELOP POLICIES TO OVERCOME ALZHEIMER'S AND ALL OTHER DEMENTIA (CONTINUED IN SCH O) THROUGH INCREASED INVESTMENT IN RESEARCH, ENHANCED CARE AND IMPROVED SUPPORT.FORM 990, PART V, LINE 2A & 2B, PART VII, SEC A & SCH J:THE ALZHEIMER'S ASSOCIATION ACTS AS COMMON PAYMASTER FOR ITSELF AND AIM. SEE TREAS. REG. SECTION 31.3121 (S)-1 (B)(2). CONSISTENT WITH FORM 990 INSTRUCTIONS FOR PART V, LINE 2A TO REPORT NUMBERS OF EMPLOYEES ON FORM W-3 AND COMPENSATION REPORTED ON PART VII, COLUMN D & SCHEDULE J REFLECT AMOUNTS ATTRIBUTABLE TO AIM UNDER THIS COMMON PAYMASTER ARRANGEMENT. EACH OF THESE OFFICERS AND HIGHEST COMPENSATED EMPLOYEE ARE A W-2 EMPLOYEE OF THE ALZHEIMER'S ASSOCIATION AND RECEIVES A SINGLE PAYCHECK FROM THE ALZHEIMER'S ASSOCIATION. HOWEVER, WAGES, BENEFITS AND RELATED TAXES ARE ALLOCATED BETWEEN THE TWO ORGANIZATIONS BASED ON TIME DEDICATED TO EACH. NOTES TO THEIR COMPENSATION PACKAGES ARE AVAILABLE IN SCHEDULE J, PART III - SUPPLEMENTAL INFORMATION.

  • BUILD, PROMOTE AND SUSTAIN A NON-PROFIT ADVOCACY ORGANIZATION TO IMPROVE PUBLIC POLICIES THAT DIRECTLY CHANGE THE IMPACT OF ALZHEIMER'S DISEASE IN THE UNITED STATES.

    Expenses $10,025,752 · Revenue $10,090,952

  • RECRUIT, RETAIN AND INCREASE THE NUMBER OF ALZHEIMER'S DISEASE ADVOCATES IN ALL COMMUNITIES ACROSS THE COUNTRY.

    Revenue $341,838

  • DEVELOP EDUCATIONAL INITIATIVES TO RAISE THE VISIBILITY AND PRIORITIES OF ALZHEIMER'S - RELATED POLICIES IN FEDERAL, STATE AND LOCAL GOVERNMENTS WITH THE GOAL OF SIGNIFICANTLY IMPROVING ALZHEIMER'S RESEARCH, CARE AND SUPPORT PROGRAMS.

    Revenue $341,838

As filed on the 2023 return.

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

  • Jacqueline Kouri

    DIRECTOR

    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

    Total calculated
    $0
    Hours/week
    0.5 + 12 related

  • Katherine Joanne Pike

    PRESIDENT (TO 1/24); CEO

    Total calculated
    $1,033,602
    From this org
    $16,755
    From related orgs
    $943,223
    Other
    $73,624
    Hours/week
    0.75 + 60 related

    Schedule J breakdown matched by us

    Base
    $16,755 + $680,381 related
    Bonus
    $0 + $212,556 related
    Other
    $0 + $50,286 related
    Deferred
    $0 + $36,300 related
    Nontaxable benefits
    $0 + $37,324 related
    Filer's total
    $16,755 + $1,016,847 related

  • Richard Hovland - Asst Treas

    (TO 7/17/23); COO (TO 1/24)

    Total calculated
    $826,021
    From this org
    $440
    From related orgs
    $721,117
    Other
    $104,464
    Hours/week
    0.02 + 60 related

    Schedule J breakdown matched by us

    Base
    $440 + $548,357 related
    Bonus
    $0 + $165,000 related
    Other
    $0 + $7,760 related
    Deferred
    $0 + $73,800 related
    Nontaxable benefits
    $0 + $30,664 related
    Filer's total
    $440 + $825,581 related

  • Mark Leon

    ASST TREASURER (AS OF 7/17/23)

    Total calculated
    $194,902
    From this org
    $0
    From related orgs
    $170,595
    Other
    $24,307
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $155,249 related
    Bonus
    $0 + $15,000 related
    Other
    $0 + $346 related
    Deferred
    $0 + $16,315 related
    Nontaxable benefits
    $0 + $7,992 related
    Filer's total
    $0 + $194,902 related

  • Robert Egge - Exec Director

    (TO 1/24); PRESIDENT (AS OF 1/24)

    Total calculated
    $957,566
    From this org
    $28,267
    From related orgs
    $812,210
    Other
    $117,089
    Hours/week
    1.41 + 60 related

    Schedule J breakdown matched by us

    Base
    $28,267 + $580,494 related
    Bonus
    $0 + $180,900 related
    Other
    $0 + $50,816 related
    Deferred
    $0 + $79,776 related
    Nontaxable benefits
    $0 + $37,313 related
    Filer's total
    $28,267 + $929,299 related

  • Anthony D'Amato

    ASST SECRETARY

    Total calculated
    $445,076
    From this org
    $2,554
    From related orgs
    $392,289
    Other
    $50,233
    Hours/week
    0.23 + 60 related

    Schedule J breakdown matched by us

    Base
    $2,554 + $340,506 related
    Bonus
    $0 + $50,980 related
    Other
    $0 + $803 related
    Deferred
    $0 + $36,300 related
    Nontaxable benefits
    $0 + $13,933 related
    Filer's total
    $2,554 + $442,522 related

  • Donna McCullough - Chief Miss

    & FIELD OPS OFR (THRU 1/24); COO

    Total calculated
    $919,289
    From this org
    $1,463
    From related orgs
    $823,158
    Other
    $94,668
    Hours/week
    0.07 + 60 related

    Schedule J breakdown matched by us

    Base
    $1,463 + $635,692 related
    Bonus
    $0 + $183,000 related
    Other
    $0 + $4,466 related
    Deferred
    $0 + $81,102 related
    Nontaxable benefits
    $0 + $13,566 related
    Filer's total
    $1,463 + $917,826 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, 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

  • 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 FOR RICHARD HOVLAND RELATED TO A 457(B) PLAN IN CALENDAR YEAR 2023. 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 MARK LEON - $11,106
PART II, COLUMN (B) (II):
SUPPLEMENTAL COMPENSATION INFORMATION: BONUS AND INCENTIVE COMPENSATION JOANNE PIKE RECEIVED PERFORMANCE BASED INCENTIVE COMPENSATION OF $212,555.88, BASED ON HER 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 2023 AND WAS PAID IN CALENDAR YEAR 2023. RICHARD HOVLAND, DONNA MCCULLOUGH, ROBERT EGGE, AND ANTHONY D'AMATO 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, ANTHONY D'AMATO, AND MARK LEON ALSO RECEIVE THE LIFE INSURANCE BENEFIT. RICHARD HOVLAND, JOANNE PIKE, AND DONNA MCCULLOUGH HAVE ADDITIONAL IMPUTED INCOME FOR VOLUNTARY ELECTIONS UNDER THE GROUP DISABILITY PLAN. JOANNE PIKE HAS ADDITIONAL TAXABLE FRINGE INCOME FOR PERSONAL SECURITY ASSESSMENT FEES. JOANNE PIKE, AND ROBERT EGGE RECEIVED PAYOUTS FOR THEIR 457(F) 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. DONNA MCCULLOUGH, ROBERT EGGE, ANTHONY D'AMATO, AND MARK LEON - RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES EMPLOYER CONTRIBUTIONS TO A QUALIFIED 401(K) RETIREMENT PLAN. DONNA MCCULLOUGH, ROBERT EGGE, 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, ANTHONY D'AMATO, 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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
5 March 2025
IRS schema version
2023v6.0
Source object
202530649349300543

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