Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 07-01-2018 , and ending 06-30-2019
BCheck if applicable:
CName of organization
Alzheimer's Disease & Related Disorders
Association Inc
% RICHARD HOVLAND COO/CFO
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
225 N Michigan Ave 17th Floor
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Chicago, IL606017633
D Employer identification number

13-3039601
E Telephone number

G Gross receipts $ 427,457,430
F Name and address of principal officer:
RICHARD H HOVLAND
225 N Michigan Ave 17th Fl
Chicago,IL606017633
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.alz.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1980
M State of legal domicile: DE
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: ELIMINATE ALZHEIMER'S DISEASE THROUGH THE ADVANCEMENT OF RESEARCH, PROVIDE & ENHANCE CARE & SUPPORT FOR ALL AFF- ECTED & REDUCE THE RISK OF DEMENTIA THROUGH PROMOTION OF BRAIN HEALTH.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 28
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 28
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 2,620
6 Total number of volunteers (estimate if necessary) ............. 6 62,168
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 353,173
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 321,309,088 365,557,820
9 Program service revenue (Part VIII, line 2g) ......... 10,504,180 9,518,813
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 6,410,118 10,191,501
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 7,235,241 4,397,744
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 345,458,627 389,665,878
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 39,557,360 52,340,877
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 173,396,038 182,430,888
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 1,306,686 1,573,775
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet72,213,608    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 145,317,383 150,228,333
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 359,577,467 386,573,873
19 Revenue less expenses. Subtract line 18 from line 12....... -14,118,840 3,092,005
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 354,052,059 377,644,348
21 Total liabilities (Part X, line 26)............. 97,847,369 114,820,016
22 Net assets or fund balances. Subtract line 21 from line 20..... 256,204,690 262,824,332
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2018)
Form 990 (2018)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: THE ALZHEIMER'S ASSOCIATION IS THE LEADING VOLUNTARY HEALTH ORGANIZATION IN ALZHEIMER CARE, SUPPORT, AND RESEARCH. (MISSION CONTINUED IN SCHEDULE O).
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 208,779,081 including grants of $ 2,675,863 ) (Revenue $ 2,661,695 )
PUBLIC AWARENESS AND EDUCATION - ALZHEIMER'S IS A PROGRESSIVE, DEGENERATIVE AND ULTIMATELY FATAL DISEASE. TOO FEW AMERICANS UNDERSTAND THE CURRENT AND FUTURE ECONOMIC IMPACT OF ALZHEIMER'S. ALREADY MORE THAN 5 MILLION AMERICANS ARE LIVING WITH ALZHEIMER'S AND AS MANY AS 15 MILLION PEOPLE ARE PROVIDING UNPAID CARE AND SUPPORT. AND THIS MASSIVE GROUP IS IN NEED OF INFORMATION AND RESOURCES. THE ALZHEIMER'S ASSOCIATION HAS INVESTED IN EDUCATION CAMPAIGNS AND INITIATIVES TO INCREASE KNOWLEDGE ABOUT ALZHEIMER'S DISEASE AND AWARENESS OF THE ALZHEIMER'S ASSOCIATION COMMUNICATING OUR ROLE AS LEADERS OF THE CAUSE. KEY MESSAGES INCLUDE THE IMPORTANCE OF EARLY DETECTION, RESOURCES FOR PEOPLE WITH ALZHEIMER'S AND THEIR FAMILIES, AND THE SOCIETAL IMPACT OF THE DISEASE. MILLIONS OF CONSTITUENTS PARTICIPATED IN OUR PROGRAMS IN LOCAL COMMUNITIES AND ON-LINE.
4b (Code:   ) (Expenses $ 59,090,067 including grants of $ 42,575,672 ) (Revenue $ 6,854,548 )
RESEARCH - THE ALZHEIMER'S ASSOCIATION IS ON THE FOREFRONT OF THE ALZHEIMER'S SCIENTIFIC FIELD, GLOBALLY CONNECTING RESEARCHERS IN THE QUEST TO FIND METHODS OF TREATMENT, PREVENTION AND A CURE. THE ALZHEIMER'S ASSOCIATION IMPLEMENTS AN AGGRESSIVE GLOBAL RESEARCH AND SCIENCE PROGRAM STRATEGICALLY DESIGNED TO ACCELERATE PROGRESS BY FOSTERING INNOVATION, IDENTIFYING AND CLOSING CRITICAL KNOWLEDGE GAPS, DEVELOPING AND DISSEMINATING TOOLS, AND NURTURING SCIENTIFIC TALENT. THE ALZHEIMER'S ASSOCIATION HAS BEEN A CATALYST AND CONVENER FOR MORE THAN 30 YEARS. WHETHER FUNDING INNOVATIVE GRANTS TO HELP FURTHER TREATMENTS AND DISCOVERY, HOSTING THE ALZHEIMER'S ASSOCIATION INTERNATIONAL CONFERENCE* (AAIC*), THE WORLD'S LARGEST GATHERING OF ALZHEIMER'S RESEARCHERS, OR LEADING ENDEAVORS LIKE THE WORLDWIDE ALZHEIMER'S DISEASE NEUROIMAGING INITIATIVE (WW-ADNI) TO ACCELERATE ADVANCES IN IMAGING, THE ALZHEIMER'S ASSOCIATION SEEKS TO FUND AND ADVANCE BEST-IN-CLASS RESEARCH AND WORKS WITH COLLABORATORS AROUND THE GLOBE FROM ALL SECTORS TO HASTEN THIS PROGRESS. * THESE ARE NAMES THAT ARE TRADEMARKS TO ALZHEIMER'S ASSOCIATION.
4c (Code:   ) (Expenses $ 6,905,745 including grants of $ 0 ) (Revenue $ 0 )
CHAPTER SERVICES - APPROXIMATELY 290 OFFICES ACROSS THE U.S. ARE DOING BUSINESS AS THE ALZHEIMER'S ASSOCIATION AND VARIOUS NAMES AS A COLLECTION OF 77 CHAPTERS OF THE ASSOCIATION AND ARE IN COMMUNITIES NATIONWIDE PROVIDING SERVICES TO FAMILIES AND PROFESSIONALS INCLUDING: INFORMATION AND REFERRAL, SUPPORT GROUPS, CARE CONSULTATION, AND EDUCATION AND SAFETY SERVICES.
4d Other program services (Describe in Schedule O.)
(Expenses $ 20,072,381 including grants of $ 7,089,342 ) (Revenue $ 2,570 )
4e Total program service expensesMediumBullet294,847,274
Form 990 (2018)
Form 990 (2018)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment..............
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part IIIClick to see attachment.............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....Click to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
19
Yes
 
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
Form 990 (2018)
Form 990 (2018)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............ Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV........................Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
1,447
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
3
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2018)
Form 990 (2018)
Page 5
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
2,620
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? If "Yes," see instructions and file Form 4720, Schedule N .....
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If "Yes," complete Form 4720, Schedule O ................
16
 
No
Form 990 (2018)
Form 990 (2018)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
28
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
28
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
AL , AK , AZ , CA , CT , DC , FL , GA , IL , KS , KY , ME , MD , MA , MI , MN , MS , NH , NJ , NM , NY , NC , OK , OR , PA , RI , SC , TX , UT , VA , WA , WV , WI
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletRICHARD HOVLAND COOCFO225 N MICHIGAN AVE 17TH FLOOR   Chicago,IL606017633 (312) 335-5771
Form 990 (2018)
Form 990 (2018)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Alex Tsao......................................................................
Director (BEG. 10/18)
 5.0
.................
0.0 		X           0 0 0
(2) Anna Catalano......................................................................
SECRETARY AND DIRECTOR
 10.0
.................
0.0 		X   X       0 0 0
(3) Brian Richardson......................................................................
Vice Chair and Director
 12.0
.................
0.0 		X   X       0 0 0
(4) Bruce Baude......................................................................
Director
 5.0
.................
0.0 		X           0 0 0
(5) Carolyn Tieger......................................................................
Director
 5.0
.................
0.0 		X           0 0 0
(6) Cecile Perich......................................................................
DIRECTOR
 5.0
.................
0.0 		X           0 0 0
(7) Christopher Binkley......................................................................
Chair & Director (THRU 10/18)
 12.0
.................
0.5 		X   X       0 0 0
(8) Cynthia Lemere......................................................................
Director (BEG. 10/18)
 5.0
.................
0.0 		X           0 0 0
(9) David Hunter......................................................................
Director
 5.0
.................
0.0 		X           0 0 0
(10) David Knopman MD......................................................................
Director (THRU 10/18)
 5.0
.................
0.0 		X           0 0 0
(11) David Goltermann......................................................................
Chair and Director
 12.0
.................
0.5 		X   X       0 0 0
(12) Debra Pierson......................................................................
Director
 5.0
.................
0.0 		X           0 0 0
(13) Derek van Amerongen......................................................................
Director
 5.0
.................
0.0 		X           0 0 0
(14) Diana Kerwin MD......................................................................
Director
 5.0
.................
0.0 		X           0 0 0
(15) George Johnson......................................................................
Director (BEG. 10/18)
 5.0
.................
0.0 		X           0 0 0
(16) Helen Brooks......................................................................
Director
 5.0
.................
0.0 		X           0 0 0
(17) Jack Faer......................................................................
Director (THRU 10/18)
 5.0
.................
0.0 		X           0 0 0
Form 990 (2018)
Form 990 (2018)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) James Grossmann........................................................................
Director
 5.0
.......................0.0 		X           0 0 0
(19) John Tracy........................................................................
Director
 5.0
.......................0.0 		X           0 0 0
(20) Julia Wallace........................................................................
Director
 5.0
.......................0.0 		X           0 0 0
(21) Karen Stevenson........................................................................
Director
 5.0
.......................0.0 		X           0 0 0
(22) Karyne Jones........................................................................
Director (BEG. 10/18)
 5.0
.......................0.0 		X           0 0 0
(23) Kimberly Reed........................................................................
Director (THRU 10/18)
 5.0
.......................0.5 		X           0 0 0
(24) Louis Holland Jr........................................................................
Director (THRU 10/18)
 5.0
.......................0.0 		X           0 0 0
(25) Minoo Javanmardian........................................................................
Director
 5.0
.......................0.0 		X           0 0 0
(26) Pam Montana........................................................................
Director
 5.0
.......................0.0 		X           0 0 0
(27) Paul Wexler........................................................................
DIRECTOR
 5.0
.......................0.0 		X           0 0 0
(28) Paul Hornback........................................................................
Director (THRU 10/18)
 5.0
.......................0.0 		X           0 0 0
(29) Ralph Nixon MD PhD........................................................................
Director
 5.0
.......................0.0 		X           0 0 0
(30) Ryan Mundy........................................................................
Director (BEG. 10/18)
 5.0
.......................0.0 		X           0 0 0
(31) Sarah Lorance........................................................................
Director
 5.0
.......................0.0 		X           0 0 0
(32) Steven Osgood........................................................................
Treasurer and Director
 10.0
.......................0.0 		X   X       0 0 0
(33) Thomas Doyle........................................................................
Director (BEG. 10/18)
 5.0
.......................0.0 		X           0 0 0
(34) William Thomas........................................................................
Director
 5.0
.......................0.0 		X           0 0 0
(35) HARRY JOHNS........................................................................
President & CEO
 60.0
.......................0.03 		    X       961,690 767 52,558
(36) RICHARD HOVLAND........................................................................
COO/CFO & ASST. TREAS.
 60.0
.......................0.0 		    X       590,206 0 60,650
(37) Christine Foh........................................................................
Asst Secy & VP Legal & GC
 60.0
.......................0.0 		    X       254,370 0 39,675
(38) Maria Carrillo........................................................................
Chief Science Officer
 60.0
.......................0.0 		        X   596,505 0 34,671
(39) ROBERT EGGE........................................................................
CHIEF PUBLIC POLICY OFFICER
 60.0
.......................1.65 		        X   565,055 20,238 64,324
(40) Donna McCullough........................................................................
Chief Development Officer
 60.0
.......................0.18 		        X   433,863 2,104 66,454
(41) KENANN CASSIDY........................................................................
EAST AREA LEADER
 60.0
.......................0.0 		        X   388,841 0 44,153
(42) Glenda Berry........................................................................
WEST AREA LEADER
 60.0
.......................0.0 		        X   385,280 0 52,069
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 4,175,810 23,109 414,554
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet249
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
Hayworth Marketing Media LLC,
45 S 7th Street Suite 2400
MINNEAPOLIS,MN55402 		ADVERTISING 11,125,488
World-Wide Printing Distrib Inc,
2900 E Apache
TULSA,OK74110 		Direct Marketing 10,848,418
PERSONIFY INC,
6500 River Place Blvd Bldg 3 Ste
AUSTIN,TX78730 		CRM DATABASE 2,673,137
MICHIGAN PLAZA LLC,
205 N MICHIGAN AVE SUITE 810
CHICAGO,IL60601 		OFFICE RENT 2,580,168
Softchoice Corporation,
314 W Superior Suite 301
CHICAGO,IL60654 		Technology/Equipment 2,472,818
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet204
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b 571,040
c Fundraising events..1c 2,158,443
d Related organizations1d  
e Government grants (contributions)1e 24,365,506
f All other contributions, gifts, grants, and similar amounts not included above1f 338,462,831
g Noncash contributions included in lines 1a - 1f:$ 8,031,385
h Total. Add lines 1a-1f.......MediumBullet 365,557,820
Program Service RevenueAmt Business Code
2a PROGRAM CONFERENCES 611710 6,359,633 6,359,633    
b SAFE RETURN REGISTRATION FEES 611710 483,131 483,131    
c CAREGIVER TRAINING 611710 309,991 309,991    
d JOURNAL 511120 192,879 192,879    
e REGISTRATION/EVENT REVENUE 900099 2,173,179 2,173,179    
f All other program service revenue.        
g Total. Add lines 2a–2f ....MediumBullet 9,518,813
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 8,199,516     8,199,516
4 Income from investment of tax-exempt bond proceedsMediumBullet 0      
5 Royalties...........MediumBullet 38,303     38,303
(ii) Personal (i) Real
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss) 0 0
d Net rental income or (loss)......MediumBullet 0      
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 0 35,897,143
b Less: cost or other basis and sales expenses 29,671 33,875,487
c Gain or (loss) -29,671 2,021,656
d Net gain or (loss).....MediumBullet 1,991,985     1,991,985
8a Gross income from fundraising events (not including $ 2,158,443of contributions reported on line 1c). See Part IV, line 18 ....
a 7,511,884
b Less: direct expenses ...b 3,803,891
c Net income or (loss) from fundraising events..MediumBullet 3,707,993   3,707,993
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 20,773
b Less: direct expenses ...b 16,798
c Net income or (loss) from gaming activities..MediumBullet 3,975     3,975
10a Gross sales of inventory, less
returns and allowances ..
a 242,384
b Less: cost of goods sold ..b 65,705
c Net income or (loss) from sales of inventory..MediumBullet 176,679     176,679
Business Code Miscellaneous Revenue
11a GROUP CHAPTER REVENUE 900099 247,444     247,444
b CHAPTER RENT ABATEMENT 900099 171,073     171,073
c AFFILIATE REVENUE 900099 15,030     15,030
d All other revenue .... 37,247     37,247
e Total. Add lines 11a–11d ...... MediumBullet 470,794
12 Total revenue. See Instructions......MediumBullet 389,665,878 9,518,813   14,589,245
Form 990 (2018)
Form 990 (2018)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 36,538,217 36,538,217
2 Grants and other assistance to domestic individuals. See Part IV, line 22 1,784,337 1,784,337
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16. 14,018,323 14,018,323
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 2,081,356 609,902 1,180,908 290,546
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 140,837,768 105,195,475 5,021,597 30,620,696
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 22,075,560 16,434,051 836,972 4,804,537
9 Other employee benefits ....... 17,375,400 12,801,938 934,935 3,638,527
10 Payroll taxes ........... 60,804 33,930 17,433 9,441
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 428,628 230,953 155,080 42,595
c Accounting ........... 155,007   155,007  
d Lobbying ........... 596,851 596,851    
e Professional fundraising services. See Part IV, line 17 1,573,775 1,573,775
f Investment management fees ...... 203,950   203,950  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 23,226,382 17,291,110 2,241,457 3,693,815
12 Advertising and promotion .... 26,204,339 21,908,638 23,715 4,271,986
13 Office expenses ....... 41,134,307 27,637,714 4,085,556 9,411,037
14 Information technology ...... 2,182,275 1,581,411 295,706 305,158
15 Royalties .. 0      
16 Occupancy ........... 21,374,697 16,011,791 2,470,208 2,892,698
17 Travel ............ 11,294,195 8,040,359 435,551 2,818,285
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 16,390,874 10,617,436 280,465 5,492,973
20 Interest ........... 0      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 4,460,869 2,890,096 665,220 905,553
23 Insurance ... 600,447 328,959 185,256 86,232
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a BAD DEBT EXPENSE 1,441,599 2,397 288,947 1,150,255
b . 0      
c . 0      
d . 0      
e All other expenses 533,913 293,386 35,028 205,499
25 Total functional expenses. Add lines 1 through 24e 386,573,873 294,847,274 19,512,991 72,213,608
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720). 16,419,716 9,799,149 2,657,532 3,963,035
Form 990 (2018)
Form 990 (2018)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 0 1 0
2 Savings and temporary cash investments ......... 68,055,793 2 25,013,585
3 Pledges and grants receivable, net ...... 46,695,790 3 48,565,644
4 Accounts receivable, net ............. 8,496,070 4 7,722,303
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
0 6 0
7 Notes and loans receivable, net .... 71,218 7 0
8 Inventories for sale or use ........ 1,040,794 8 801,900
9 Prepaid expenses and deferred charges ...... 6,136,245 9 6,926,845
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 53,145,017
b Less: accumulated depreciation 10b 29,922,922 24,721,112 10c 23,222,095
11 Investments—publicly traded securities . 163,106,724 11 229,875,287
12 Investments—other securities. See Part IV, line 11 ..... 34,892,159 12 34,689,540
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 836,154 15 827,149
16 Total assets. Add lines 1 through 15 (must equal line 34)... 354,052,059 16 377,644,348
Liabilities 17 Accounts payable and accrued expenses ..... 29,835,119 17 34,975,204
18 Grants payable ... 48,509,764 18 59,855,867
19 Deferred revenue ......... 4,775,563 19 5,474,898
20 Tax-exempt bond liabilities ......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.. 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .. 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 14,726,923 25 14,514,047
26 Total liabilities. Add lines 17 through 25.. 97,847,369 26 114,820,016
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 126,389,072 27 136,816,114
28 Temporarily restricted net assets ........... 87,419,135 28 83,684,394
29 Permanently restricted net assets 42,396,483 29 42,323,824
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 256,204,690 33 262,824,332
34 Total liabilities and net assets/fund balances ........ 354,052,059 34 377,644,348
Form 990 (2018)
Form 990 (2018)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
389,665,878
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
386,573,873
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
3,092,005
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
256,204,690
5
Net unrealized gains (losses) on investments ...............
5
5,573,939
6
Donated services and use of facilities .................
6
27,704
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-2,074,006
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
262,824,332
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2018)
Form 990 (2018)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
Alzheimer's Disease & Related Disorders
Association Inc
Employer identification number

13-3039601
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9

10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 149,251,302 158,669,271 301,450,526 321,309,088 365,557,820 1,296,238,007
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 149,251,302 158,669,271 301,450,526 321,309,088 365,557,820 1,296,238,007
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 0
6 Public support. Subtract line 5 from line 4. 1,296,238,007
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
7 Amounts from line 4.. 149,251,302 158,669,271 301,450,526 321,309,088 365,557,820 1,296,238,007
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 3,055,023 3,039,352 4,882,618 6,355,626 8,237,819 25,570,438
9 Net income from unrelated business activities, whether or not the business is regularly carried on..           0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 6,633,496 7,077,019 12,716,507 12,152,019 8,245,835 46,824,876
11 Total support. Add lines 7 through 10 1,368,633,321
12
12
40,417,092
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
94.710 %
15
15
94.239 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2018 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2018 		(iii)
Distributable
Amount for 2018
1 Distributable amount for 2018 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2018:
a From 2013.......  
b From 2014.......  
c From 2015.......  
d From 2016.......  
e From 2017.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2018 distributable amount  
i Carryover from 2013 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2018 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2018 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2018, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2018. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2019. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2014......  
b Excess from 2015.....  
c Excess from 2016.....  
d Excess from 2017.....  
e Excess from 2018.....  
Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2018


Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Alzheimer's Disease & Related Disorders
Association Inc
Employer identification number

13-3039601
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2018

Schedule C (Form 990 or 990-EZ) 2018
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ...............................    
c Total lobbying expenditures (add lines 1a and 1b) ...................................................................    
d Other exempt purpose expenditures ........................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2018


Schedule C (Form 990 or 990-EZ) 2018
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
Yes
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
Yes
 
753,000
d
Mailings to members, legislators, or the public? .............................................................................
Yes
 
2,436
e
Publications, or published or broadcast statements? ...........................................................
Yes
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
Yes
 
7,053,868
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
2,243,406
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
Yes
 
1,159,000
i
Other activities? ...................................................................................................................
 
No
 
j
Total. Add lines 1c through 1i ....................................................................................................
11,211,710
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
SCHEDULE C, PART II-B, LINE 1A VOLUNTEERS MOST OF THE ASSOCIATION'S ADVOCACY IS THROUGH VOLUNTEERS. ADDITIONALLY THE ASSOCIATION HAS TRAINING TO DEVELOP AND ORGANIZE CHAPTER BASED GRASSROOTS ACTIVITIES. AS ALZHEIMER'S DISEASE AND RELATED DEMENTIAS THREATEN TO BANKRUPT FAMILIES, BUSINESSES AND THE HEALTHCARE SYSTEM, SCIENTISTS ARE MOVING CLOSER TO FINDING BETTER TREATMENTS THAT COULD ALTER THE COURSE OF THE DISEASE. THE ALZHEIMER'S ASSOCIATION ADVOCATES FOR PUBLIC POLICIES AIMED AT ADVANCING RESEARCH TOWARD BETTER THERAPIES, DETECTION, METHODS OF PREVENTION AND ULTIMATELY A CURE, AS WELL AS FOR HIGH QUALITY HEALTHCARE AND LONG TERM SERVICES AND SUPPORT FOR PEOPLE WITH ALZHEIMER'S AND THEIR FAMILIES. THIS INCLUDES ADVOCACY FOR BETTER CARE FOR PEOPLE AND FAMILIES ALREADY FACING ALZHEIMER'S. ADVOCACY ACTIVITIES ALSO INCLUDE COLLABORATING WITH OTHER ORGANIZATIONS TO IMPROVE QUALITY CARE AND RAISE AWARENESS OF KEY ISSUES.
SCHEDULE C, PART II-B, LINE 1B PAID STAFF OR MANAGEMENT THE ASSOCIATION HAS PAID STAFF WHO ENGAGE ON BEHALF OF THE ASSOCIATION IN PUBLIC POLICY WORK, INCLUDING EDUCATING POLICYMAKERS AND SUPPORTING THE ADVOCACY WORK OF VOLUNTEERS.
SCHEDULE C, PART II-B, LINE 1C MEDIA ADVERTISEMENTS MEDIA ADVERTISEMENTS WERE RUN IN WASHINGTON, D.C. FOR KEY ADVOCACY AWARENESS OPPORTUNITIES DURING THE YEAR.
SCHEDULE C, PART II-B, LINE 1D MAILING TO MEMBERS, LEGISLATORS OR THE PUBLIC MAILING COSTS TO DISTRIBUTE FACTS AND FIGURES TO LEGISLATORS.
SCHEDULE C, PART II-B, LINE 1E PUBLICATIONS, OR PUBLISHED OR BROADCAST STATEMENTS THE ASSOCIATION DISTRIBUTED FEDERAL AND STATE UPDATES VIA EMAIL APPROXIMATELY 80 TIMES DURING THE YEAR.
Schedule C (Form 990 or 990EZ) 2018


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
Alzheimer's Disease & Related Disorders
Association Inc
Employer identification number

13-3039601
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 24,043,831 24,038,631 13,717,133 13,690,883 13,715,104
b Contributions ... 208,766 5,200 10,321,498 26,250 121,524
c Net investment earnings, gains, and losses 1,557,825 894,633 1,125,281 545,968 537,643
d Grants or scholarships ...       545,968 683,388
e Other expenditures for facilities
and programs ... 		1,557,825 894,633 1,125,281    
f Administrative expenses ....          
g End of year balance ...... 24,252,597 24,043,831 24,038,631 13,717,133 13,690,883
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet97.550 %
c
Temporarily restricted endowment SchDMd Bullet2.450 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
No
(ii) related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   568,500 568,500
b Buildings ....   1,323,967 122,292 1,201,675
c Leasehold improvements   12,532,077 5,918,471 6,613,606
d Equipment ....   10,098,080 7,661,316 2,436,764
e Other .....   28,622,393 16,220,843 12,401,550
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 23,222,095
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3) Other
(A) BENEFICIAL INTEREST		 34,428,502 F

(B) ASSETS HELD IN TRUST		 261,038 F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 34,689,540
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 0
DEFERRED RENT 8,693,503
GIFT ANNUITY OBLIGATIONS 5,820,544
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 14,514,047
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 397,906,972
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 5,573,939
b Donated services and use of facilities ......... 2b 4,675,456
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d -2,074,006
e Add lines 2a through 2d ..................... 2e 8,175,389
3 Subtract line 2e from line 1.................. 3 389,731,583
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b -65,705
c Add lines 4a and 4b.................... 4c -65,705
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 389,665,878
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 391,287,330
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 4,647,752
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 65,705
e Add lines 2a through 2d.................... 2e 4,713,457
3 Subtract line 2e from line 1................... 3 386,573,873
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 386,573,873
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
SCHEDULE D, PART V, LINE 4 INTENDED USES OF ENDOWMENT FUNDS A PORTION OF THE NET ASSETS WITH DONOR RESTRICTIONS ARE RESTRICTED AS INVESTMENTS IN PERPETUITY. THE ASSOCIATION'S ENDOWMENT ONLY CONSISTS OF DONOR-RESTRICTED ENDOWMENT FUNDS. NET ASSETS ASSOCIATED WITH THE ASSOCIATION'S ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OF DONOR-IMPOSED RESTRICTIONS. DONORS RESTRICT THE EARNINGS OF SOME OF THE ASSOCIATIONS ENDOWMENT FUNDS TO FUND THE ASSOCIATION'S RESEARCH PROGRAM. IN ACCORDANCE WITH DONOR STIPULATIONS, THE INCOME GENERATED FROM THESE ASSETS IS RESTRICTED FOR RESEARCH (APPROXIMATELY 57%) OR NOT PURPOSE RESTRICTED (APPROXIMATELY 43%). THE ASSOCIATION ACCOUNTS FOR ENDOWMENT NET ASSETS BY PRESERVING THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR-RESTRICTED ENDOWMENT FUND ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT, THE ASSOCIATION CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (1) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (2) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT AND (3) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE ENDOWMENT FUND. THE ASSOCIATION CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONOR-RESTRICTED ENDOWMENT FUNDS: -THE DURATION AND PRESERVATION OF THE FUND. -THE PURPOSES OF THE ASSOCIATION AND THE DONOR-RESTRICTED ENDOWMENT FUND. -GENERAL ECONOMIC CONDITIONS. -THE POSSIBLE EFFECTS OF INFLATION AND DEFLATION. -THE EXPECTED TOTAL RETURN FROM INCOME AND THE APPRECIATION OF INVESTMENTS. -OTHER RESOURCES OF THE ASSOCIATION. -THE INVESTMENT POLICIES OF THE ASSOCIATION. THE ASSOCIATION HAS ADOPTED AN INVESTMENT POLICY THAT ATTEMPTS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. AS OF JUNE 30, 2019 AND 2018, ENDOWMENT ASSETS ONLY INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE ASSOCIATION MUST HOLD IN PERPETUITY, AS THE ASSOCIATION DOES NOT HAVE ANY BOARD-DESIGNATED ENDOWMENT FUNDS. UNDER THIS POLICY, AS APPROVED BY THE BOARD OF DIRECTORS, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PROVIDE ADEQUATE LIQUIDITY, MAXIMIZING RETURNS ON ALL FUNDS INVESTED AND ACHIEVING FULL EMPLOYMENT OF ALL AVAILABLE FUNDS AS EARNING ASSETS. THE ASSOCIATION HAS AN ACTIVE FINANCE COMMITTEE AND INVESTMENT SUB-COMMITTEE THAT MEETS REGULARLY TO ENSURE THAT THE OBJECTIVES OF THE INVESTMENT POLICY ARE MET, AND THAT THE STRATEGIES USED TO MEET THE OBJECTIVES ARE IN ACCORDANCE WITH THE INVESTMENT POLICY. THE ASSOCIATION'S POLICY IS TO APPROPRIATE SPENDING AMOUNTS DEEMED PRUDENT FOR DONOR-RESTRICTED FUNDS.
SCHEDULE D, PART X, LINE 2 FIN 48 THE ASSOCIATION AND Alzheimer's Impact Movement (AIM) HAVE RECEIVED FAVORABLE DETERMINATION LETTERS FROM THE INTERNAL REVENUE SERVICE, STATING THAT THEY ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(A) OF THE INTERNAL REVENUE CODE OF 1986 (IRC), AS ORGANIZATIONS DESCRIBED IN SECTIONS 501(C)(3) AND 501(C)(4), RESPECTIVELY, EXCEPT FOR INCOME TAXES PERTAINING TO UNRELATED BUSINESS INCOME. Alzheimer's Impact Movement Political Action Committee (AIMPAC) IS A POLITICAL ACTION COMMITTEE ORGANIZATION EXEMPT FROM FEDERAL TAXES UNDER SECTION 527 OF THE IRC. THE ALZHEIMER'S ASSOCIATION INTERNATIONAL IS A NOT-FOR-PROFIT CANADIAN ENTITY. THE COALITION of New York State Alzheimer's Association Chapters, Inc. IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE IRC AND HAS NOT BEEN CLASSIFIED AS A PRIVATE FOUNDATION; THEREFORE, NO PROVISION FOR INCOME TAX HAS BEEN MADE IN THE FINANCIAL STATEMENTS. THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ISSUED GUIDANCE THAT REQUIRES TAX EFFECTS FROM UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THERE ARE NO MATERIAL UNCERTAIN POSITIONS THAT REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS AND, AS SUCH, NO PROVISION FOR INCOME TAXES IS REFLECTED. ADDITIONALLY, THERE ARE NO INTEREST OR PENALTIES RECOGNIZED IN THE CONSOLIDATED STATEMENT OF ACTIVITIES OR STATEMENT OF FINANCIAL POSITION.
Schedule D, Part XI, Line 2D RECONCILIATION OF REVENUE CHANGE IN PERPETUAL TRUST ($281,426) CHANGE IN SPLIT INTEREST ($1,792,580) -------------- TOTAL ($2,074,006) SCHEDULE D, PART XI, LINE 4B RECONCILIATION OF REVENUE COST OF GOODS SOLD ($65,705) ---------- TOTAL ($65,705) SCHEDULE D, PART XII, LINE 2D RECONCILIATION OF EXPENSES COST OF GOODS SOLD $65,705 ---------- TOTAL $65,705
Schedule D (Form 990) 2018


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
Alzheimer's Disease & Related Disorders
Association Inc
Employer identification number

13-3039601
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
Europe (Including Iceland and Greenland)     Program Services Grantmaking 11,648,745
East Asia and the Pacific     Program Services Grantmaking 1,195,266
North America     Program Services Grantmaking 999,349
South America     Program Services Grantmaking 174,963
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .....     14,018,323
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     14,018,323
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
East Asia and the Pacific Program Support 149,400 Wire 0    
East Asia and the Pacific Program Support 28,125 Wire 0    
East Asia and the Pacific Program Support 149,975 Wire 0    
East Asia and the Pacific Program Support 747,766 Wire 0    
Europe Program Support 150,000 Wire 0    
Europe Program Support 174,990 Wire 0    
Europe Program Support 175,000 Wire 0    
South America Program Support 150,000 Wire 0    
South America Program Support 24,963 Wire 0    
North America Program Support 749,482 Wire 0    
North America Program Support 150,000 Wire 0    
Europe Program Support 369,980 Wire 0    
Europe Program Support 150,000 Wire 0    
Europe Program Support 749,996 Wire 0    
Europe Program Support 24,578 Wire 0    
Europe Program Support 24,967 Wire 0    
Europe Program Support 24,975 Wire 0    
Europe Program Support 150,000 Wire 0    
Europe Program Support 150,000 Wire 0    
Europe Program Support 25,000 Wire 0    
Europe Program Support 25,000 Wire 0    
Europe Program Support 748,440 Wire 0    
North America Program Support 25,000 Wire 0    
North America Program Support 25,000 Wire 0    
Europe Program Support 24,706 Wire 0    
Europe Program Support 150,000 Wire 0    
Europe Program Support 150,000 Wire 0    
Europe Program Support 146,207 Wire 0    
East Asia and the Pacific Program Support 120,000 Wire 0    
Europe Program Support 142,998 Wire 0    
Europe Program Support 149,160 Wire 0    
Europe Program Support 173,826 Wire 0    
Europe Program Support 149,722 Wire 0    
Europe Program Support 80,000 Wire 0    
Europe Program Support 25,000 Wire 0    
Europe Program Support 7,337,810 Wire 0    
Europe Program Support 119,902 Wire 0    
North America Program Support 49,867 Wire 0    
Europe Program Support 50,000 Wire 0    
Europe Program Support 6,488 Wire 0    
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
40
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
Schedule F, Part I, Line 2 PROCEDURE FOR MONITORING USE OF GRANT FUNDS OUTSIDE U.S. The over-sight of the scientific integrity of the Alzheimer's Association National and International Research Grant Program is three-fold. First, the Alzheimer's Association voluntary Medical & Scientific Advisory Group (MSAG), the Alzheimers Association International Research Grant Program (IRGP) Council, and Alzheimer's Association Medical & Scientific Relations division, ensures peer review and high quality of funded awards during the grant review process and develops focused requests for applications (RFAs) based on identified needs in the Alzheimers and all dementia research community. Second, the Alzheimer's Association is engaged in a portfolio analysis of scientific areas of investment to monitor the diversity of the grants portfolio, potential gaps in research funding, and potential overlap of areas funded. The analysis informs future funding decisions, strategic activities and areas of future-RFA focus. Third, there is a detailed process once a grant is awarded to monitor program and scientific and financial integrity. The Alzheimer's Association monitors the use of grant funds both inside and outside of the United States as follows: All awardees are required to provide annual and in some cases bi-annual reporting to the Alzheimer's Association on both the status of the research project and financial expenditures associated with the project. Several programs are leveraged funding opportunities with partner organizations. These research projects and financial expenditure reports are shared between the partner organization(s). Sixty days prior to the anniversary of the award start date, an Alzheimer's Association Post-Award Specialist notifies all researchers and all designated institutional financial officials with fiscal responsibility for the award of the required reports, which include an interim scientific report, interim financial report, documentation of any publications as a result of Association funding, and annual verification of required ethical (animal and human) approvals. The institutional official who has fiscal responsibility for the award cannot be the primary investigator of the project. The Alzheimer's Association provides a template for the interim scientific report and a template for the interim financial report, both of which are available for download by the researchers as well as the official with fiscal responsibility for the grant at the awarded institution at https://proposalcentral.com. The financial report must be signed by the institutional official with fiscal responsibility, and all reports must be uploaded by the award recipient to proposalCENTRAL. After receipt, all financial reports are reviewed by an Alzheimer's Association Post-Award Specialist for accuracy and consistency with the agreed upon budget. In addition, the Association requires protocol continuation approval (i.e., INSTITUTIONAL ANIMAL CARE AND USE COMMITTEE (IACUC), INSTITUTIONAL ETHICAL REVIEW BOARD (IRB), RECOMBINANT DNA PROTOCOL (RDNA)) annually, if applicable for the research project. Any subsequent payments to grant awardees are generated after the receipt of these documents and approval by the Chief Science Officer, Medical and Scientific Relations. At the conclusion of the award, all reports/publication(s) are due 90 days after the award expires and must be uploaded to the proposalCENTRAL online system. The financial report must be signed by the institutional official who has fiscal responsibility for the award. Publication(s) as accepted are uploaded to proposalCENTRAL during and after the duration of the grant. It is expected that awardees will continue to maintain record of any publication(s) acknowledging the Alzheimer's Association. Data generated as a result of Alzheimer's Association funded work is subject to data sharing, as a condition of award. Data and other outputs of the project are subjected to this policy for quick, reasonable submissions for completed work. Further, Awardees agree to submit/share data, as applicable, through the Global Alzheimer's Association Interactive Network (GAAIN*), a global infrastructure connecting research studies from around the world through one portal where data can be interrogated in aggregate for analysis using a virtual machine. GAAIN is wholly funded by the Alzheimer's Association. In addition, the Association requests, monitors, and follows-up to ensure submission compliance on all awarded grants and that financial reporting requirements are met. Awardees' financial reports are reviewed annually to ensure eligibility for continued funding. Delinquent report(s) may result in the withdrawal of funding. Researchers are informed that delinquent reporting could lead to withdrawal of funding when the request for annual report(s) is sent. If funding is withdrawn due to delinquent reports, any unspent funds must be returned to the Alzheimer's Association. Foreign Institutions are required to submit one of the following as verification of Non-Profit status: - Organization's charter, bylaws and other governing documents (In english, if possible). In cases where translation is not possible, a dated and signed letter in english from the rector or other authorized signing official of the institution is acceptable. - Documentation of non-profit designation from organization's government. For-profit organizations are not eligible to apply to the Alzheimer's Association's International Research Grant Program, with the exception of the Part the Cloud Translational Research Grant Program, Alzheimers Innovation Award and certain partnership programs, including Biomarkers Across Neurodegenerative Diseases (BAND) and Tau Pipeline Enabling Program (T-PEP). Eligibility of organizations applicable for a program are detailed in that program's RFA. Unless otherwise stated in program, all institutions are required to submit verification of their non-profit status dated within the last five years (e.g., IRS tax determination letter). If the IRS determination letter is dated prior to this five year period, the institution is required to provide documentation from an authorized signing official in their Grants and Contracts Office or Office of Sponsored Research to confirm there has not been a status change for the organization. For the Part the Cloud Translational Research Grant Program and other programs with for-profit awardees, any for-profit applicant is required to submit the Organization's financial statements. As part of the application process, applicants are to upload a W-8BEN-E form that has been dated and signed by an authorized signing official. This form verifies that an institution or organization is designated as a 501(c)(3) or other non-profit entity. For profit organizations must submit documentation of net assets and annual earnings, in addition to the W-8BEN-E form for consideration. These forms are uploaded within their submitted application to proposalCENTRAL. After receipt, these forms are reviewed by an Alzheimer's Association pre-award specialist. Following review by a pre-award specialist, applications are then moved forward to peer-review. If awarded, the Alzheimer's Association post-award specialist includes the appropriate forms in payment requests for grant funding payments. Prior to award confirmation, the Medical and Scientific Relations Division verifies that each Institution is compliant with the U.S. Patriot Act and does not appear on the Specially Designated Nationals (SDN) lists. Prior to payment, each funded Alzheimers Association grant awardee (i.e. the institution) is verified for compliance with the U.S. Patriot Act. The Post Award Specialist confirms eligibility and provides this documentation to the grant online file at proposalCENTRAL prior to payment being sent to the Awardee. In the event that a positive match to one of the SDN lists is found by the Association, it will be immediately reported to the Alzheimers Association legal department for appropriate handling and follow-up. For transactions unrelated to the International Research Grant Program in the Medical and Scientific Department, the same financial documentation is reviewed. The Alzheimer's Association monitors the scientific advances of the Association's grant awardees by maintaining records of publications, presentations, and intellectual property that result from funded studies. The Association requires the grant recipient to notify the Alzheimer's Association on an annual basis with updates to these records. Follow-on funding from federal agencies is also monitored. * These are names that are trademarks to Alzheimer's Association.
Schedule F, Part I, Line 3, Column (f) and Part II, Line 1 Method Used to Account for Expenditures and Grants The Alzheimer's Association accounts for expenditures, cash grants, and noncash assistance using the accrual method.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2018
Additional Data


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SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
Alzheimer's Disease & Related Disorders
Association Inc
Employer identification number

13-3039601
Part I
Fundraising Activities. Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
THD
80 Hayden Avenue Ste 300
 
Lexington, MA02421 		Mail   No 39,968,259 1,330,375 38,637,884
CDR
16900 Science Drive Suite 210
 
Bowie, MD20715 		Email   No 20,871,952 243,400 20,628,552
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow 60,840,211 1,573,775 59,266,436
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2018
Schedule G (Form 990 or 990-EZ) 2018
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.




VerticalRevenue
(a) Event #1

Chicago Gala
(event type) 		(b) Event #2

New York Gala
(event type) 		(c) Other events

35
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
686,250
560,000
8,424,077
9,670,327

2
Less: Contributions . . . .
47,600
84,150
2,026,693
2,158,443
3 Gross income (line 1 minus
line 2) . . . . . .
638,650
475,850
6,397,384
7,511,884



VerticalDirectExpenses
4 Cash prizes . . . . . 0 0 0 0
5 Noncash prizes . . . . 127,041 151,108 1,080,209 1,358,358
6 Rent/facility costs . . . . 18,619 72,064 361,674 452,357
7 Food and beverages . . . 348,162 45,340 1,119,020 1,512,522
8 Entertainment . . . . 0 163,595 112,741 276,336
9 Other direct expenses . . . 0 0 204,318 204,318
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 3,803,891
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow 3,707,993
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1
Gross revenue . . . . .
 
 
20,773
20,773
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
3,976
3,976

3
Noncash prizes . . . .
 
 
12,822
12,822

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
 
 
 
 


6

Volunteer labor . . . .
%
%
%


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow
16,798

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
3,975

9
Enter the state(s) in which the organization conducts gaming activities: IL , IA , MN , NE , NY , OH
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2018
Schedule G (Form 990 or 990-EZ) 2018
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Michelle Helton
Address right arrow
225 N Michigan Ave 17th Flr
Chicago,IL606017633
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Lynne Carey
Gaming manager compensation right arrow $ 544
Description of services provided right arrow
Overall supervision and management
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Schedule G, Part I, Line 2B, Box (III) FUNDRAISING CONSULTANT - CONTROL ARRANGEMENT The Alzheimer's association engages Thompson, Habib & Denison INC. (THD) for professional fundraising consultant services. A description of the arrangement is listed below: Direct marketing strategy and program direction; production management; database management; budgeting management; and report management. The Alzheimer's Association engages Creative Direct Response, Inc. (CDR) for professional fundraising digital marketing consultant services. A description of the arrangement is listed below: Digital Marketing strategy and program direction; E-Mail program management; production management; database management; and budgeting management. Schedule G, Part I, Line 2B, Box (VI) FUNDRAISING CONSULTANT - FEE ARRANGEMENT The agreement between Thompson, Habib & Denison (THD) and the Alzheimer's Association is not a percentage-based agreement. THD is paid a fixed fee per month. The Alzheimer's Association exercises control and approval over the content and frequency of all solicitations. The agreement between Creative Direct Response, Inc. (CDR) and the Alzheimer's Association is not a Percentage-Based Agreement. CDR is paid a fixed fee per month. The Alzheimer's Association exercises control and approval. Schedule G, Part III, Line 16 GAMING MANAGER INFORMATION Alzheimer's association has more gaming managers than lynne carey listed on part iii, line 16. This information is available upon request from alzheimer's home office.
Schedule G (Form 990 or 990-EZ) 2018
Additional Data


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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
Alzheimer's Disease & Related Disorders
Association Inc
Employer identification number
13-3039601
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) Albert Einstein College of Medicine
1300 Morris Park Avenue
Bronx,NY10461 		47-2209056 501(C)(3) 170,000 0     Program Support
(2) American College of Radiology
1891 Preston White Drive
Reston,VA20191 		36-2216602 501(C)(3) 200,000 0     Program Support
(3) Banner Alzheimer's Foundation
2901 N Central Avenue
Phoenix,AZ85012 		20-4862361 501(C)(3) 750,000 0     Program Support
(4) Baylor College of Medicine
1 Baylor Plaza MSBCM 310
Houston,TX77030 		74-1613878 501(C)(3) 450,000 0     Program Support
(5) Baylor Research Institute
2001 Bryan St Suite 2200
Dallas,TX75201 		75-1921898 501(C)(3) 106,702 0     Program Support
(6) Beth Israel Deaconess Medical Center
330 Brookline Ave
Boston,MA02215 		04-2103881 501(C)(3) 175,000 0     Program Support
(7) Beth Israel Deaconess Medical Center
330 Brookline Ave
Boston,MA02215 		04-2103881 501(C)(3) 174,600 0     Program Support
(8) BUCK INSTITUTE FOR RESEARCH ON AGING
8001 Redwood Blvd
Novato,CA94945 		94-3030609 501(C)(3) 175,000 0     Program Support
(9) Case Western Reserve University
10900 Euclid Avenue
Cleveland,OH44106 		34-1018992 501(C)(3) 149,729 0     Program Support
(10) Columbia University Medical Center
630 W 168th St Box 49
New York,NY10032 		13-5598093 501(C)(3) 175,000 0     Program Support
(11) Columbia University Medical Center
630 W 168th St Box 49
New York,NY10032 		13-5598093 501(C)(3) 174,880 0     Program Support
(12) Columbia University Medical Center
630 W 168th St Box 49
New York,NY10032 		13-5598093 501(C)(3) 150,000 0     Program Support
(13) Duke University Medical Center
2200 W Main St Ste 820
Durham,NC27705 		56-0532129 501(C)(3) 150,000 0     Program Support
(14) Eikonizo Therapeutics Inc
700 Main Street
Cambridge,MA02139 		82-3062283 501(C)(3) 150,000 0     Program Support
(15) Emory University
1599 Clifton RdNE4th Fl
Atlanta,GA30322 		58-0566256 501(C)(3) 175,000 0     Program Support
(16) Emory University
1599 Clifton RdNE4th Fl
Atlanta,GA30322 		58-0566256 501(C)(3) 147,278 0     Program Support
(17) Emory University
1599 Clifton RdNE4th Fl
Atlanta,GA30322 		58-0566256 501(C)(3) 150,000 0     Program Support
(18) Florida Atlantic University
777 Glades Road
Boca Raton,FL33431 		65-0385507 501(C)(3) 150,000 0     Program Support
(19) Found for the Nat'l Institute of Health
9650 Rockville Pike
Bethesda,MD20814 		52-1986675 501(C)(3) 75,000 0     Program Support
(20) Found for the Nat'l Institute of Health
9650 Rockville Pike
Bethesda,MD20814 		52-1986675 501(C)(3) 121,000 0     Program Support
(21) Found for the Nat'l Institute of Health
9650 Rockville Pike
Bethesda,MD20814 		52-1986675 501(C)(3) 200,000 0     Program Support
(22) Georgetown University
4000 Reservoir Rd NW
Washington,DC20007 		53-0196603 501(C)(3) 750,000 0     Program Support
(23) Georgia Institute of Technology
North Ave NW
Atlanta,GA30332 		58-0603146 501(C)(3) 149,844 0     Program Support
(24) Global Brain Health Institute
675 Nelson Rising
San Francisco,CA94158 		94-6036493 501(C)(3) 24,999 0     Program Support
(25) Global Brain Health Institute
675 Nelson Rising
San Francisco,CA94158 		94-6036493 501(C)(3) 25,000 0     Program Support
(26) Global Brain Health Institute
675 Nelson Rising
San Francisco,CA94158 		94-6036493 501(C)(3) 24,956 0     Program Support
(27) Hebrew Rehabilitation Center
1200 Centre Street
Boston,MA02131 		04-2104298 501(C)(3) 139,991 0     Program Support
(28) High Point University
One University Parkway
High Point,NC27268 		56-0529999 501(C)(3) 149,997 0     Program Support
(29) Indiana University
509 E 3rd Street
Bloomington,IN47401 		35-6001673 501(C)(3) 999,756 0     Program Support
(30) Indiana University
509 E 3rd Street
Bloomington,IN47401 		35-6001673 501(C)(3) 174,990 0     Program Support
(31) Indiana University
509 E 3rd Street
Bloomington,IN47401 		35-6001673 501(C)(3) 174,957 0     Program Support
(32) Kaiser Foundation Research Institute
1800 Harrison St 16th Fl
Oakland,CA94612 		94-1105628 501(C)(3) 149,992 0     Program Support
(33) Longeveron LLC
1951 NW 7th Ave Ste 520
Miami,FL33136 		47-2174146 N/A 3,000,000 0     Program Support
(34) Massachusetts General Hospital
55 Fruit Street
Boston,MA02114 		04-2697983 501(C)(3) 15,000 0     Program Support
(35) Massachusetts General Hospital
55 Fruit Street
Boston,MA02114 		04-2697983 501(C)(3) 96,250 0     Program Support
(36) Massachusetts General Hospital
55 Fruit Street
Boston,MA02114 		04-2697983 501(C)(3) 96,250 0     Program Support
(37) Massachusetts General Hospital
55 Fruit Street
Boston,MA02114 		04-2697983 501(C)(3) 96,250 0     Program Support
(38) Massachusetts General Hospital
55 Fruit Street
Boston,MA02114 		04-2697983 501(C)(3) 174,998 0     Program Support
(39) Massachusetts General Hospital
55 Fruit Street
Boston,MA02114 		04-2697983 501(C)(3) 150,000 0     Program Support
(40) Massachusetts General Hospital
55 Fruit Street
Boston,MA02114 		04-2697983 501(C)(3) 150,000 0     Program Support
(41) Massachusetts Institute of Technology
77 Massachusetts Avenue
Cambridge,MA02139 		04-2103594 501(C)(3) 140,000 0     Program Support
(42) Massachusetts Institute of Technology
77 Massachusetts Avenue
Cambridge,MA02139 		04-2103594 501(C)(3) 140,000 0     Program Support
(43) Mayo Clinic Jacksonville
4500 San Pablo Road
Jacksonville,FL32224 		59-3337028 501(C)(3) 150,000 0     Program Support
(44) McLean Hospital
115 Mill Street
Belmont,MA02478 		04-2697981 501(C)(3) 170,000 0     Program Support
(45) New York University School of Medicine
One Park Ave 6th Fl
New York,NY10016 		13-5562308 501(C)(3) 175,000 0     Program Support
(46) North Carolina State University
2701 Sullivan Dr Ste240
Raleigh,NC27695 		56-6000756 501(C)(3) 150,000 0     Program Support
(47) President and Fellows of Harvard College
677 Huntington Avenue
Boston,MA02115 		04-2103580 501(C)(3) 139,977 0     Program Support
(48) University of Minnesota - Twin Cities
200 Oak Street SE
Minneapolis,MN55455 		41-6007513 501(C)(3) 53,000 0     Program Support
(49) Rush University Medical Center
1653 W Congress Parkway
Chicago,IL60612 		36-2174823 501(C)(3) 517,925 0     Program Support
(50) Stanford University
3172 Porter Drive
Palo Alto,CA94303 		94-1156365 501(C)(3) 175,000 0     Program Support
(51) Stanford University
3172 Porter Drive
Palo Alto,CA94304 		94-1156365 501(C)(3) 149,999 0     Program Support
(52) University of IL at Urbana-Champaign
1901 South 1st StSte A
Champaign,IL61820 		37-6000511 501(C)(3) 150,000 0     Program Support
(53) The University of Virginia
PO Box 400195
Charlottesville,VA22904 		54-6001796 501(C)(3) 175,000 0     Program Support
(54) The Regents of the Univ of CA Davis
1850 Research Park Drive
Davis,CA95618 		94-6036494 501(C)(3) 150,000 0     Program Support
(55) The Regents of the Univ of CA Davis
1850 Research Park Drive
Davis,CA95618 		94-6036494 501(C)(3) 297,898 0     Program Support
(56) The Regents of the Univ of CA Davis
1850 Research Park Drive
Davis,CA95618 		94-6036494 501(C)(3) 20,000 0     Program Support
(57) The Regents of the Univ of CA Irvine
141 Innovation Suite 250
Irvine,CA92697 		95-2226406 501(C)(3) 150,000 0     Program Support
(58) The Reg of the Univ of CA San Diego
9500 Gilman DrDept 0934
La Jolla,CA92093 		95-6006144 501(C)(3) 25,000 0     Program Support
(59) The Reg of the Univ of CA San Diego
9500 Gilman DrDept 0934
La Jolla,CA92093 		95-6006144 501(C)(3) 25,000 0     Program Support
(60) University of California San Francisco
3333 Ca St Ste 315
San Francisco,CA94118 		94-6036493 501(C)(3) 140,000 0     Program Support
(61) University of California San Francisco
3333 Ca St Ste 315
San Francisco,CA94118 		94-6036493 501(C)(3) 175,000 0     Program Support
(62) University of California San Francisco
3333 Ca St Ste 315
San Francisco,CA94118 		94-6036493 501(C)(3) 25,000 0     Program Support
(63) University of California San Francisco
3333 Ca St Ste 315
San Francisco,CA94118 		94-6036493 501(C)(3) 25,000 0     Program Support
(64) University of California San Francisco
3333 Ca St Ste 315
San Francisco,CA94118 		94-6036493 501(C)(3) 218,493 0     Program Support
(65) University of California San Francisco
3333 Ca St Ste 315
San Francisco,CA94118 		94-6036493 501(C)(3) 10,000 0     Program Support
(66) University of California San Francisco
3333 Ca St Ste 315
San Francisco,CA94118 		94-6036493 501(C)(3) 10,000 0     Program Support
(67) The Reg of the University of Michigan
3003 S State Street
Ann Arbor,MI48109 		38-6006309 501(C)(3) 140,000 0     Program Support
(68) The Reg of the University of Michigan
3003 S State Street
Ann Arbor,MI48109 		38-6006309 501(C)(3) 149,996 0     Program Support
(69) The Research Foundation of SUNY
450 Clarkson AveBox 129
Brooklyn,NY11203 		14-1368361 501(C)(3) 25,000 0     Program Support
(70) The Salk Inst for Biological Studies
10010 N Torrey Pines Rd
LaJolla,CA92037 		95-2160097 501(C)(3) 175,000 0     Program Support
(71) The Salk Inst for Biological Studies
10010 N Torrey Pines Rd
LaJolla,CA92037 		95-2160097 501(C)(3) 175,000 0     Program Support
(72) The Trustees of the Univ of PENN
3451 Walnut Street
Philadelphia,PA19104 		23-1352685 501(C)(3) 50,000 0     Program Support
(73) The Trustees of the Univ of PENN
3451 Walnut Street
Philadelphia,PA19104 		23-1352685 501(C)(3) 139,497 0     Program Support
(74) The Trustees of the Univ of PENN
3451 Walnut Street
Philadelphia,PA19104 		23-1352685 501(C)(3) 175,000 0     Program Support
(75) The Trustees of the Univ of PENN
3451 Walnut Street
Philadelphia,PA19104 		23-1352685 501(C)(3) 175,000 0     Program Support
(76) The Trustees of the Univ of PENN
3451 Walnut Street
Philadelphia,PA19104 		23-1352685 501(C)(3) 139,268 0     Program Support
(77) The Trustees of the Univ of PENN
3451 Walnut Street
Philadelphia,PA19104 		23-1352685 501(C)(3) 174,958 0     Program Support
(78) The University of Chicago
6054 SDrexel AveSte300
Chicago,IL60637 		36-2177139 501(C)(3) 175,000 0     Program Support
(79) The University of Iowa
2 Gilmore Hall
Iowa City,IA52242 		42-6004813 501(C)(3) 150,000 0     Program Support
(80) The Univ of TX Health Science Center
7000 Fannin UCT 1006
Houston,TX77030 		74-1761309 501(C)(3) 175,000 0     Program Support
(81) The Univ of TX Health Science Center
7000 Fannin UCT 1006
Houston,TX77030 		74-1761309 501(C)(3) 149,997 0     Program Support
(82) The Univ of TX Health Science Center
7000 Fannin UCT 1006
Houston,TX77030 		74-1761309 501(C)(3) 450,000 0     Program Support
(83) The Univ of TX Med Branch at Galveston
301 University Blvd
Galveston,TX77555 		74-6000949 501(C)(3) 150,000 0     Program Support
(84) Univ of Texas Health Science Center
7703 Floyd Curl Drive
San Antonio,TX78229 		74-1586031 501(C)(3) 148,900 0     Program Support
(85) University of Colorado at Boulder
1800 Grant St Ste 600
Denver,CO80309 		84-6000555 501(C)(3) 10,000 0     Program Support
(86) University of Connecticut
438 Whitney Rd Unit 1133
Storrs,CT06269 		06-0772160 501(C)(3) 150,000 0     Program Support
(87) University of Connecticut Health Center
263 Farmington Avenue
Farmington,CT06030 		52-1725543 501(C)(3) 171,963 0     Program Support
(88) University of Florida
207 Grinter Hall
Gainesville,FL32611 		59-6002052 501(C)(3) 140,000 0     Program Support
(89) University of Houston
4302 University Drive
Houston,TX77204 		74-6001399 501(C)(3) 150,000 0     Program Support
(90) University of Illinois at Chicago
809 S Marshfield Avenue
Chicago,IL60612 		37-6000511 501(C)(3) 119,825 0     Program Support
(91) Univ of Massachusetts Medical School
55 Lake Avenue North
Worcester,MA01655 		04-3167352 501(C)(3) 148,272 0     Program Support
(92) UNIVERSITY OF MIAMI
1320 SoDixie Hgway
Coral Gables,FL33146 		59-0624458 501(C)(3) 449,532 0     Program Support
(93) Univ of North TX Health Science Center
3500 Camp Bowie Blvd
Fort Worth,TX76107 		75-6064033 501(C)(3) 149,616 0     Program Support
(94) University of Pittsburgh
123 University Place
Pittsburgh,PA15213 		25-0965591 501(C)(3) 10,000 0     Program Support
(95) University of Pittsburgh
123 University Place
Pittsburgh,PA15213 		25-0965591 501(C)(3) 10,000 0     Program Support
(96) University of Pittsburgh
123 University Place
Pittsburgh,PA15213 		25-0965591 501(C)(3) 150,000 0     Program Support
(97) University of Pittsburgh
123 University Place
Pittsburgh,PA15213 		25-0965591 501(C)(3) 227,268 0     Program Support
(98) University of Pittsburgh
123 University Place
Pittsburgh,PA15213 		25-0965591 501(C)(3) 175,000 0     Program Support
(99) University of Rochester
518 Hylan Bld Bx 270140
Rochester,NY14627 		16-0743209 501(C)(3) 150,000 0     Program Support
(100) University of South Florida
4019 E Fowler Ave Ste 100
Tampa,FL33617 		59-3102112 501(C)(3) 25,000 0     Program Support
(101) University of South Florida
4019 E Fowler Ave Ste 100
Tampa,FL33617 		59-3102112 501(C)(3) 175,000 0     Program Support
(102) University of South Florida
4019 E Fowler Ave Ste 100
Tampa,FL33617 		59-3102112 501(C)(3) 150,000 0     Program Support
(103) University of Southern California
837 W Downey Way
Los Angeles,CA90089 		95-1642394 501(C)(3) 457,000 0     Program Support
(104) University of Southern California
837 W Downey Way
Los Angeles,CA90089 		95-1642394 501(C)(3) 503,592 0     Program Support
(105) University of Southern California
837 W Downey Way
Los Angeles,CA90089 		95-1642394 501(C)(3) 186,531 0     Program Support
(106) University of Southern California
837 W Downey Way
Los Angeles,CA90089 		95-1642394 501(C)(3) 113,469 0     Program Support
(107) University of Washington
4333 Brooklyn Box 359472
SEATTLE,WA98195 		91-6001537 501(C)(3) 24,848 0     Program Support
(108) University of Wisconsin-Madison
21 North Park Ste 6401
Madison,WI53715 		39-6006492 501(C)(3) 172,600 0     Program Support
(109) University of Wisconsin-Madison
21 North Park Ste 6401
Madison,WI53715 		39-6006492 501(C)(3) 174,788 0     Program Support
(110) University of California Berkeley
2150 Shattuck AveSte313
Berkeley,CA94704 		94-6002123 501(C)(3) 373,650 0     Program Support
(111) University of Southern California
3720 Flower St 3rdFl
Los Angeles,CA90089 		95-1642394 501(C)(3) 100,000 0     Program Support
(112) UT Southwestern Medical Center
5323 Harry Hines Blvd
Dallas,TX75390 		17-5600286 501(C)(3) 148,836 0     Program Support
(113) Wake Forest University Health Sciences
Medical Ctr Blvd
WinstonSalem,NC27157 		22-3849199 501(C)(3) 440,560 0     Program Support
(114) Wake Forest University Health Sciences
Medical Ctr Blvd
WinstonSalem,NC27157 		22-3849199 501(C)(3) 175,000 0     Program Support
(115) Wake Forest University Health Sciences
Medical Ctr Blvd
WinstonSalem,NC27157 		22-3849199 501(C)(3) 1,803,936 0     Program Support
(116) Wake Forest University Health Sciences
Medical Ctr Blvd
WinstonSalem,NC27157 		22-3849199 501(C)(3) 1,154,900 0     Program Support
(117) Washington University in St Louis
One Brooking Drive
St Louis,MO63130 		43-0653611 501(C)(3) 780,689 0     Program Support
(118) Washington University in St Louis
One Brooking Drive
St Louis,MO63130 		43-0653611 501(C)(3) 505,349 0     Program Support
(119) Washington University in St Louis
One Brooking Drive
St Louis,MO63130 		43-0653611 501(C)(3) 142,242 0     Program Support
(120) Washington University in StLouis
One Brooking Drive
St Louis,MO63130 		43-0653611 501(C)(3) 149,375 0     Program Support
(121) Washington University in StLouis
One Brooking Drive
St Louis,MO63130 		43-0653611 501(C)(3) 140,000 0     Program Support
(122) Alzheimer's Impact Movement
225 North Michigan Avenue
Chicago,IL60601 		27-1961435 501(C)(4) 7,053,868 0     Public Policy
(123) Massachusetts General Hospital
55 Fruit Street
Boston,MA02114 		04-2697983 501(C)(3) 140,000 0     Program Support
(124) Banner Alzheimer's Foundation
2901 N Central Ave
Phoenix,AZ85012 		20-4862361 501(C)(3) 750,000 0     Program Support
(125) SOUTH CAROLINA DEPARTMENT ON AGING
1301 Gervais St STE 200
Columbia,SC29201 		57-6000286 501(C)(3) 900,000       PROGRAM SUPPORT
(126) CITY OF LAUDERDALE LAKES
4320 NW 36th St Fort
LAUDERDALE,FL33319 		59-0974050 501(c)(3) 30,000       PROGRAM SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
124
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
2
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2018

Schedule I (Form 990) 2018
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Schedule I, Part I, Line 2 PROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE U.S. The over-sight of the scientific integrity of the Alzheimer's Association National and International Research Grant Program is three-fold. First, the Alzheimer's Association voluntary Medical & Scientific Advisory Group (MSAG), the Alzheimers Association International Research Grant Program Council, and the Alzheimer's Association Medical & Scientific Relations division, ensures peer review and high quality of funded awards during the grant review process and develops focused requests for applications (RFAs) based on identified needs in the Alzheimer research community. Second, the Alzheimer's Association is engaged in a portfolio analysis of scientific areas of investment to monitor the diversity of the grants portfolio, potential gaps in research funding, and potential overlap of areas funded. The analysis informs future funding decisions, strategic activities and areas of future RFA focus. Third, there is a detailed process once a grant is awarded to monitor program and scientific and financial integrity. The Alzheimer's Association monitors the use of grant funds both inside and outside of the United States as follows: All awardees are required to provide annual and in some cases bi-annual reporting to the Alzheimer's Association on both the status of the research project and financial expenditures associated with the award. Several programs are leveraged funding opportunities with partner organizations. These research projects and financial expenditure reports are shared between the partner organization(s). Sixty days prior to the anniversary of the award start date, an Alzheimer's Association Post-Award Specialist notifies all researchers and all designated institutional financial officials with fiscal responsibility for the award of the required reports, which include an interim scientific report, interim financial report, documentation of any publications as a result of Association funding, and annual verification of required ethical (animal and human) approvals. The institutional official who has fiscal responsibility for the award cannot be the primary investigator of the project. The Alzheimer's Association provides a template for the interim scientific report and a template for the interim financial report, both of which are available for download by the researchers as well as the official with fiscal responsibility for the grant at the awarded institution at https://proposalcentral.com/. The financial report must be signed by the institutional official with fiscal responsibility, and all reports must be uploaded by the award recipient to proposalCENTRAL. After receipt, all financial reports are reviewed by an Alzheimer's Association Post-Award Specialist for accuracy and consistency with the agreed upon budget. In addition, the Association requires protocol continuation approval (i.e., INSTITUTIONAL ANIMAL CARE AND USE COMMITTEE (IACUC), INSTITUTIONAL REVIEW BOARD (IRB), RECOMBINANT DNA PROTOCAL (RDNA)) annually, if applicable for the research project. Any subsequent payments to grant awardees are generated after the receipt of these documents and approval by the Chief Science Officer, Medical and Scientific Relations. At the conclusion of the award, all reports/publication(s) are due 90 days after the award expires and must be uploaded to the proposalCENTRAL online system. The financial report must be signed by the institutional official who has fiscal responsibility for the award. Publication(s) as accepted are uploaded to proposalCENTRAL during and after the duration of the grant. It is expected that awardees will continue to maintain record of any publication(s) acknowledging the Alzheimer's Association. Data generated as a result of Alzheimer's Association funded work is subject to data sharing, as a condition of award. Data and other outputs of the project are subjected to this policy for quick, reasonable submissions for completed work. Further, Awardees agree to submit/share data, as applicable, through the Global Alzheimer's Association Interactive Network (GAAIN*), a global infrastructure connecting research studies from around the world through one portal where data can be interrogated in aggregate for analysis using a virtual machine. GAAIN is wholly funded by the Alzheimer's Association. In addition, the Association requests, monitors, and follows-up to ensure submission compliance on all awarded grants and that financial reporting requirements are met. Awardees' financial reports are reviewed annually to ensure eligibility for continued funding. Delinquent report(s) may result in the withdrawal of funding. Researchers are informed that delinquent reporting could lead to withdrawal of funding when the request for annual report(s) is sent. If funding is withdrawn due to delinquent reports, any unspent funds must be returned to the Alzheimer's Association. For-profit organizations are not eligible to apply to the Alzheimer's Association's International Research Grant Program, with the exception of the Part the Cloud Translational Research Grant, Alzheimers Innovation Award and certain partnership programs, including Biomarkers Across Neurodegenerative Diseases (BAND) and Tau Pipeline Enabling Program (T-PEP). Eligibility of organizations applicable for a program are detailed in that program's RFA. Unless otherwise stated in program, all institutions are required to submit verification of their non-profit status dated within the last five years (e.g., IRS tax determination letter). If the IRS determination letter is dated prior to this five year period, the institution is required to provide documentation from an authorized signing official in their Grants and Contracts Office or Office of Sponsored Research to confirm there has not been a status change for the organization. For the Part the Cloud Translational Research Grant Program and other programs with for-profit awardees, any for-profit applicant is required to submit the Organization's financial statements. As part of the application process, applicants are required to upload a W-9 form that has been dated and signed by an authorized signing official. This form verifies that an institution or organization is designated as a 501(c)(3) or other non-profit entity. For profit organizations must submit documentation of net assets and annual earnings, in addition to the W-9 form for consideration. These forms are uploaded within their submitted application to proposalCENTRAL. After receipt, these forms are reviewed by an Alzheimer's Association pre-award specialist. Following review by a pre-award specialist, applications are then moved forward to peer-review. If awarded, the Alzheimer's Association post-award specialist includes the appropriate forms in payment requests for grant funding payments. Prior to award confirmation, the Medical and Scientific Relations Division verifies that each Institution is compliant with the U.S. Patriot Act and does not appear on the Specially Designated Nationals (SDN) lists. Prior to payment, each funded Alzheimers Association grant awardee (i.e. the institution) is verified for compliance with the U.S. Patriot Act. The Post Award Specialist confirms eligibility and provides this documentation to the grant online file at proposalCENTRAL prior to payment being sent to the Awardee. In the event that a positive match to one of the SDN lists is found by the Association, it would immediately be reported to the Alzheimers Association legal department for appropriate handling and follow-up. For transactions unrelated to the International Research Grant Program in the Medical and Scientific Department, the same financial documentation is reviewed. The Alzheimer's Association monitors the scientific advances of the Association's grant awardees by maintaining records of publications, presentations, and intellectual property that result from funded studies. The Association requires the grant recipient to notify the Alzheimer's Association on an annual basis with updates to these records. Follow-on funding from federal agencies is also monitored. The Alzheimer's Association granted funds to Alzheimer's Impact Movement (AIM) for public policy division activities in fiscal year 2019 to support priorities identified in the Alzheimer's Association's strategic plan. This grant is restricted to the following 501(c)(3) activities and the ancillary activities necessary to accomplish specific goals including: Implementation of the National Alzheimer's Project Act (Recognizing this growing Alzheimer's crisis, Congress unanimously passed and the President signed into law the National Alzheimer's Project Act - NAPA); increasing the commitment to Alzheimer's research; expanding education efforts and caregiver support services; expanding diagnosis and planning. * These are names that are trademarks to Alzheimer's Association.
Schedule I (Form 990) 2018



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
Alzheimer's Disease & Related Disorders
Association Inc
Employer identification number

13-3039601
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1HARRY JOHNS
President & CEO 		(i)

(ii)		 776,337
-------------
767 		181,748
-------------
0 		3,605
-------------
0 		30,250
-------------
0 		22,308
-------------
0 		1,014,248
-------------
767 		0
-------------
0
2RICHARD HOVLAND
COO/CFO & ASST. TREAS. 		(i)

(ii)		 424,023
-------------
0 		125,078
-------------
0 		41,105
-------------
0 		30,250
-------------
0 		30,400
-------------
0 		650,856
-------------
0 		0
-------------
0
3Maria Carrillo
Chief Science Officer 		(i)

(ii)		 386,249
-------------
0 		109,772
-------------
0 		100,484
-------------
0 		30,250
-------------
0 		4,421
-------------
0 		631,176
-------------
0 		75,000
-------------
0
4ROBERT EGGE
CHIEF PUBLIC POLICY OFFICER 		(i)

(ii)		 354,771
-------------
20,238 		109,800
-------------
0 		100,484
-------------
0 		30,250
-------------
0 		34,074
-------------
0 		629,379
-------------
20,238 		75,000
-------------
0
5Donna McCullough
Chief Development Officer 		(i)

(ii)		 339,640
-------------
2,104 		92,858
-------------
0 		1,365
-------------
0 		55,250
-------------
0 		11,204
-------------
0 		500,317
-------------
2,104 		0
-------------
0
6KENANN CASSIDY
EAST AREA LEADER 		(i)

(ii)		 316,009
-------------
0 		69,540
-------------
0 		3,292
-------------
0 		30,250
-------------
0 		13,903
-------------
0 		432,994
-------------
0 		0
-------------
0
7Glenda Berry
WEST AREA LEADER 		(i)

(ii)		 313,641
-------------
0 		69,540
-------------
0 		2,099
-------------
0 		30,250
-------------
0 		21,819
-------------
0 		437,349
-------------
0 		0
-------------
0
8Christine Foh
Asst Secy & VP Legal & GC 		(i)

(ii)		 220,266
-------------
0 		32,310
-------------
0 		1,794
-------------
0 		28,323
-------------
0 		11,352
-------------
0 		294,045
-------------
0 		0
-------------
0
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
SCHEDULE J, PART I, LINE 1A 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.
SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN THERE WERE NO ADDITIONAL AMOUNTS ACCRUED OR REPORTED FOR HARRY JOHNS OR RICHARD HOVLAND RELATED TO A 457(B) PLAN IN CALENDAR YEAR 2018. SCHEDULE J, PART II, COLUMN (B) (II) SUPPLEMENTAL COMPENSATION INFORMATION: BONUS AND INCENTIVE COMPENSATION HARRY JOHNS RECEIVED PERFORMANCE BASED INCENTIVE COMPENSATION OF $181,748 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 2018 AND WAS PAID IN CALENDAR YEAR 2018. RICHARD HOVLAND, ROBERT EGGE, MARIA CARRILLO, DONNA MCCULLOUGH, GLENDA BERRY, KENANN CASSIDY, AND CHRISTINE FOH RECEIVED PERFORMANCE BASED INCENTIVES EARNED IN FISCAL YEAR 2018 AND PAID IN CALENDAR YEAR 2018. SCHEDULE J, PART II, COLUMN (B) (III) SUPPLEMENTAL COMPENSATION INFORMATION: OTHER REPORTABLE COMPENSATION RICHARD HOVLAND'S OTHER REPORTABLE COMPENSATION INCLUDES A RETENTION INCENTIVE ACCRUAL OF $37,500 WHICH WAS PAID IN CALENDAR YEAR 2018 AND WAS TIED TO SPECIFIC MULTI-YEAR VESTING REQUIREMENTS THROUGH JUNE 30, 2018, PAYABLE IN JULY 2018. MARIA CARRILLO AND ROBERT EGGE HAVE OTHER REPORTABLE COMPENSATION THAT INCLUDES A RETENTION INCENTIVE ACCRUAL OF $100,000 RESPECTIVELY AND WAS TIED TO SPECIFIC MULTI-YEAR VESTING REQUIREMENTS THROUGH JUNE 30, 2018, PAYABLE IN JULY 2018. 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. ROBERT EGGE, MARIA CARRILLO, DONNA MCCULLOUGH, GLENDA BERRY, KENANN CASSIDY AND CHRISTINE FOH ALSO RECEIVE THE LIFE INSURANCE BENEFIT. HARRY JOHNS, RICHARD HOVLAND, KENANN CASSIDY, AND CHRISTINE FOH HAVE ADDITIONAL IMPUTED INCOME FOR VOLUNTARY ELECTIONS UNDER THE GROUP DISABILITY PLAN. SCHEDULE J, PART II, COLUMN (C) 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 - $30,250. RICHARD HOVLAND - RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES EMPLOYER CONTRIBUTIONS TO A QUALIFIED 401(K) RETIREMENT PLAN - $30,250. DONNA MCCULLOUGH - RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES EMPLOYER CONTRIBUTIONS TO A QUALIFIED 401(K) RETIREMENT PLAN AND A RETENTION INCENTIVE ACCRUAL WHICH WAS NOT PAID AS OF DECEMBER 31, 2018, BUT WHICH IS TIED TO SPECIFIC MULTI-YEAR VESTING REQUIREMENTS THROUGH JANUARY 31, 2020. ROBERT EGGE, MARIA CARRILLO, GLENDA BERRY, KENANN CASSIDY, AND CHRISTINE FOH - RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES EMPLOYER CONTRIBUTIONS TO A QUALIFIED 401(K) RETIREMENT PLAN. SCHEDULE J, PART II, COLUMN (D) SUPPLEMENTAL COMPENSATION INFORMATION: NONTAXABLE BENEFITS HARRY JOHNS - NON-TAXABLE BENEFITS OF $22,308 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 2018 THROUGH THE BENEFIT OFFERINGS AVAILABLE TO ALL OTHER BENEFITS-ELIGIBLE EMPLOYEES AT OUR ORGANIZATION. THE AMOUNTS REPRESENTED FOR RICHARD HOVLAND, ROBERT EGGE, MARIA CARRILLO, DONNA MCCULLOUGH, GLENDA BERRY, KENANN CASSIDY AND CHRISTINE FOH REPRESENT COMPANY CONTRIBUTIONS TO THE MEDICAL, DENTAL, BASIC LIFE INSURANCE, SHORT AND LONG-TERM DISABILITY, AND LONG-TERM CARE INSURANCE BASED ON INDIVIDUAL ELECTIONS.
Schedule J (Form 990) 2018
Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
Alzheimer's Disease & Related Disorders
Association Inc
Employer identification number

13-3039601
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2018
Schedule L (Form 990 or 990-EZ) 2018
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) TANDEM SOLUTIONS FORMER BOARD MEMBER 132,276 INDEPENDENT CONTRACTOR   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
SCHEDULE L, PART IV DESCRIPTION OF BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS ALZHEIMER'S ASSOCIATION HAD A BUSINESS TRANSACTION WITH TANDEM SOLUTIONS, WHICH JOSEPH MCCAFFERTY, A FORMER BOARD MEMBER OF ALZHEIMER'S ASSOCIATION HAS A BUSINESS RELATIONSHIP. JOSEPH MCCAFFERTY RESIGNED FROM THE ALZHEIMER'S ASSOCIATION BOARD ON JULY 7, 2016. FOLLOWING HIS RESIGNATION, MR. MCCAFFERTY'S COMPANY, TANDEM SOLUTIONS, WAS ENGAGED AS AN INDEPENDENT CONTRACTOR BY THE ASSOCIATION. THE BUSINESS TRANSACTION BETWEEN THE ASSOCIATION AND TANDEM SOLUTIONS WAS AN ARM'S LENGTH TRANSACTION.
Schedule L (Form 990 or 990-EZ) 2018


Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
Alzheimer's Disease & Related Disorders
Association Inc
Employer identification number

13-3039601
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 500 6,610,920 FAIR MARKET VALUE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( GALA-RELATED NONCASH ITEMS ) X 301 827,847 FAIR MARKET VALUE
26 Other Right pointing arrow large image ( FUNDRAISING NONCASH ITEMS ) X 167 530,511 FAIR MARKET VALUE
27 Other Right pointing arrow large image ( MISC NONCASH ITEMS ) X 8 49,285 FAIR MARKET VALUE
28 Other Right pointing arrow large image ( RAFFLE NONCASH ITEMS ) X 8 12,822 FAIR MARKET VALUE
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2018)
Schedule M (Form 990) (2018)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
SCHEDULE M, PART I, LINE 25 AND LINE 32B THIRD PARTY ASSISTANCE OF NONCASH CONTRIBUTIONS LINE 25 - THE ALZHEIMER'S ASSOCIATION RECEIVES VARIOUS NONCASH CONTRIBUTIONS FOR THEIR FUNDRAISING EVENTS. THESE ITEMS INCLUDE SPORTING TICKETS, JEWELRY, CONCERT TICKETS, DINNERS AND VARIOUS OTHER PACKAGES. LINE 32B - A THIRD PARTY RECEIVES DIRECTLY, SELLS AND REMITS PROCEEDS FROM AUTOMOBILE SALES. Schedule M, Part I, Column B Alzheimer's Association is reporting the dollar amount of noncash contributions as well as the number of items received.
Schedule M (Form 990) (2018)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
Alzheimer's Disease & Related Disorders
Association Inc
Employer identification number

13-3039601
Return Reference Explanation
Form 990, Part III, Line 1 Organization's Mission, continued THE MISSION OF THE ALZHEIMER'S ASSOCIATION IS TO ELIMINATE ALZHEIMER'S DISEASE THROUGH THE ADVANCEMENT OF RESEARCH; TO PROVIDE AND ENHANCE CARE AND SUPPORT FOR ALL AFFECTED; AND TO REDUCE THE RISK OF DEMENTIA THROUGH THE PROMOTION OF BRAIN HEALTH. THE VISION OF THE ALZHEIMER'S ASSOCIATION IS A WORLD WITHOUT ALZHEIMER'S. THE ALZHEIMER'S ASSOCIATION IS A VALUED RESOURCE FOR CAREGIVERS AND THOSE LIVING WITH THE DISEASE, OFFERING INFORMATION, EDUCATION AND SUPPORT. APPROXIMATELY 290 OFFICES ACROSS THE U.S. ARE DOING BUSINESS AS THE ALZHEIMER'S ASSOCIATION AND VARIOUS NAMES AS A COLLECTION OF 77 CHAPTERS WORKING TO ACCOMPLISH THE MISSION. THE ORGANIZATION IS HEADQUARTERED IN CHICAGO, AND HAS A PUBLIC POLICY OFFICE IN WASHINGTON, D.C. THE ALZHEIMER'S ASSOCIATION PROVIDES 24/7 CONSTITUENT SUPPORT IN OVER 170 LANGUAGES THROUGH THE USE OF A PROFESSIONAL LANGUAGE LINE 365 DAYS A YEAR (1-800-272-3900) AS WELL AS ON OUR WEBSITE, ALZ.ORG*. AS THE LEADING VOLUNTARY HEALTH ORGANIZATION IN CARE, SUPPORT AND RESEARCH, SINCE AWARDING THE FIRST GRANTS IN 1982, THE ASSOCIATION HAS COMMITTED MORE THAN $475 MILLION TO MORE THAN 3,000 BEST-OF-FIELD GRANTS. AS A LEADER IN THE FIELD, THE ALZHEIMER'S ASSOCIATION FOSTERS COLLABORATION OF THE SCIENTIFIC COMMUNITY BY HOSTING THE LARGEST INTERNATIONAL CONFERENCE FOCUSING ON ALZHEIMER'S DISEASE RESEARCH IN THE WORLD. IN ADDITION, THE ALZHEIMER'S ASSOCIATION ADVOCATES FOR THE NEEDS AND RIGHTS OF PEOPLE WITH ALZHEIMER'S, THEIR FAMILIES AND CAREGIVERS, SPEAKING UP TO HELP ENCOURAGE CONGRESS TO TAKE ACTION IN THE FIGHT AGAINST THIS DISEASE, (INCLUDING THROUGH AN ANNUAL ADVOCACY FORUM IN WASHINGTON, D.C.) AND LEADS ADVOCACY EFFORTS IN EVERY STATE. CONCERN ABOUT ALZHEIMER'S DISEASE AND AWARENESS ABOUT THE ASSOCIATION ARE CRITICAL TO ACCELERATING PROGRESS. THE ALZHEIMER'S ASSOCIATION STRIVES TO MAKE MORE PEOPLE AWARE OF THE SERVICES AVAILABLE FOR THOSE FACING THIS DISEASE AND THE BENEFITS OF EARLY DETECTION. (MORE THAN 5 MILLION ALZHEIMER'S ASSOCIATION CONSTITUENTS HAVE SIGNED UP TO EDUCATE, ADVOCATE, DONATE, AND PARTICIPATE TO MOVE THIS CAUSE FORWARD). A DONOR-SUPPORTED ORGANIZATION, THE ALZHEIMER'S ASSOCIATION ALLOCATES ITS FUNDS IN AN ETHICAL AND RESPONSIBLE MANNER THAT EXCEEDS THE RIGOROUS STANDARDS OF AMERICA'S MOST EXPERIENCED CHARITY EVALUATOR, THE BETTER BUSINESS BUREAU WISE GIVING ALLIANCE. THE ASSOCIATION IS QUALIFIED TO USE THE "BBB TORCH LOGOA NATIONAL CHARITY SEAL ("SEAL"). * THESE ARE NAMES THAT ARE TRADEMARKS TO ALZHEIMER'S ASSOCIATION.
FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICES ADVOCACY - AS ALZHEIMER'S DISEASE THREATENS TO BANKRUPT FAMILIES, BUSINESSES AND OUR HEALTHCARE SYSTEM, SCIENTISTS ARE MOVING CLOSER TO FINDING BETTER TREATMENTS THAT COULD ALTER THE COURSE OF THE DISEASE. THE ALZHEIMER'S ASSOCIATION ADVOCATES FOR PUBLIC POLICIES AIMED AT ADVANCING RESEARCH TOWARD BETTER THERAPIES, DETECTION, METHODS OF PREVENTION AND ULTIMATELY A CURE, AS WELL AS FOR BETTER CARE AND RESOURCES, AND HEALTH AND LONG-TERM COVERAGE TO ENSURE HIGH QUALITY COST EFFECTIVE CARE FOR PEOPLE WITH ALZHEIMER'S DISEASE AND THEIR FAMILIES. MORE THAN 600,000 GRASS ROOTS ALZHEIMER'S ASSOCIATION ADVOCATES SPEAK UP FOR THE NEEDS AND RIGHTS OF PEOPLE WITH ALZHEIMER'S AND THEIR FAMILIES, AND ENCOURAGE CONGRESS TO INCREASE FUNDING FOR RESEARCH AND CARE. ADVOCACY ACTIVITIES ALSO INCLUDE COLLABORATING WITH OTHER ORGANIZATIONS TO IMPROVE QUALITY CARE AND RAISE AWARENESS OF KEY ISSUES. PATIENT AND FAMILY SERVICES - THE ALZHEIMER'S ASSOCIATION* PROVIDES AN ARRAY OF INFORMATION AND SUPPORT SERVICES DESIGNED SPECIFICALLY FOR INDIVIDUALS WITH ALZHEIMER'S DISEASE, THEIR FAMILIES, FRIENDS AND CAREGIVERS. IN ORDER TO MEET THE DIVERSE NEEDS OF INDIVIDUALS AFFECTED BY ALZHEIMER'S DISEASE, THE ASSOCIATION'S PROGRAMS AND SERVICES ARE OFFERED IN PERSON, BY PHONE AND ONLINE. IN CHAPTERS THROUGHOUT THE COUNTRY, CONSTITUENTS CAN ATTEND EDUCATION PROGRAMS AND SUPPORT GROUPS, RECEIVE PERSONALIZED CARE CONSULTATION, ENGAGE IN EARLY STAGE PROGRAMS, AND ENROLL IN SUPPORT PROGRAMS. IN ORDER TO MEET THE NEEDS OF CONSTITUENTS WHO RELY ON THE WEB FOR INFORMATION AND SUPPORT, THE ASSOCIATION OFFERS A ROBUST CAREGIVER CENTER. WITHIN THE CAREGIVER CENTER, FAMILIES AND CAREGIVERS CAN ACCESS ALZHEIMER'S NAVIGATOR*, AN INNOVATIVE TOOL TO HELP CAREGIVERS AND PEOPLE WITH DEMENTIA EVALUATE THEIR NEEDS, CREATE A CUSTOMIZED ACTION PLAN AND LINK TO INFORMATION, SUPPORT AND LOCAL RESOURCES FOR INDIVIDUALS LIVING WITH ALZHEIMER'S. ALSO AVAILABLE THROUGH THE CAREGIVER CENTER, FOR INDIVIDUALS LOOKING FOR SUPPORT FROM OTHERS LIVING IN SIMILAR SITUATIONS IS ALZCONNECTED*, AN ON-LINE COMMUNITY THAT INCLUDES MULTIPLE FORUMS FOR DIVERSE AUDIENCES. THROUGH THE ASSOCIATION'S HELPLINE, AVAILABLE 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS A YEAR, INDIVIDUALS WITH ALZHEIMER'S DISEASE, THEIR FAMILIES AND CAREGIVERS CAN TALK TO A SPECIALIST TO RECEIVE INFORMATION AND BASIC EDUCATION ABOUT THE DISEASE; AND GUIDANCE FOR MORE COMPLICATED OR URGENT SITUATIONS, WITH MASTERS-LEVEL COUNSELORS WHO ARE AVAILABLE TO CONSTITUENTS, ANY TIME, DAY OR NIGHT. ADDITIONALLY, CALLS CAN BE HANDLED IN OVER 170 DIFFERENT LANGUAGES THROUGH THE USE OF A PROFESSIONAL LANGUAGE LINE. ANNUALLY, THE HELPLINE RECEIVES APPROXIMATELY 300,000 CALLS. THE ASSOCIATION'S WEBSITE (WWW.ALZ.ORG*) RECEIVES more than 32 million visits a year. ONLINE PROGRAMS INCLUDE: SELF-SERVICE EDUCATION PROGRAMS, AN ONLINE COMMUNITY, AN INTERACTIVE BRAIN TOUR (AVAILABLE IN 15 LANGUAGES), ACCESS TO COMPREHENSIVE DISEASE INFORMATION, PORTALS IN SPANISH, CHINESE, VIETNAMESE, JAPANESE, AND KOREAN; A VIRTUAL LIBRARY, A SAFETY CENTER, AND A SECTION DEVELOPED SPECIFICALLY FOR PEOPLE LIVING WITH ALZHEIMER'S, WITH INPUT FROM PEOPLE IN THE EARLY STAGES OF ALZHEIMER'S DISEASE AND THEIR CARE PARTNERS. THROUGH THE ASSOCIATION'S EARLY STAGE INITIATIVE, INDIVIDUALS IN THE EARLY STAGES OF THE DISEASE CAN PARTICIPATE IN EDUCATION PROGRAMS, SUPPORT GROUPS AND SOCIAL ENGAGEMENT PROGRAMS. ADDITIONALLY, THE ASSOCIATION CONVENES AN EARLY STAGE ADVISORY GROUP WHOSE MEMBERS RAISE AWARENESS, ADVOCATE FOR THE CAUSE, AND PROVIDE GUIDANCE AND REVIEW OF PROGRAMS AND SERVICES. THE ALZHEIMERS ASSOCIATION HAS LAUNCHED AN INITIATIVE TO WORK WITH HEALTH SYSTEMS, LONG-TERM CARE FACILITIES, AND COMMUNITY-BASED DEMENTIA PROVIDERS WITH EVIDENCE-BASED INFORMATION AND QUALITY IMPROVEMENT PROGRAMMING TO ENHANCE HOW THESE SYSTEMS PROVIDE CARE AND SUPPORT SERVICES. UNIQUE PROGRAMMING OPPORTUNITIES INCLUDE DIRECT TRAINING TO PROVIDERS AND VIDEO-BASED EDUCATION THROUGH PROJECT ECHO. THE PROGRAMS AND SERVICES OF THE ALZHEIMER'S ASSOCIATION ARE DESIGNED TO PROVIDE EDUCATION, INFORMATION, SUPPORT, AND RESOURCES IN ORDER TO HELP INDIVIDUALS WITH ALZHEIMER's, THEIR FAMILIES AND CAREGIVERS NAVIGATE THE LONG AND COMPLICATED JOURNEY THROUGH ALZHEIMER'S DISEASE AND OTHER DEMENTIAS. * THESE ARE NAMES THAT ARE TRADEMARKS TO ALZHEIMER'S ASSOCIATION.
FORM 990, PART VI, LINE 1A GOVERNING BODY: THE BOARD OF DIRECTORS OF THE ALZHEIMERS ASSOCIATION IS THE ORGANIZATION'S GOVERNING BODY. THE BOARD HAS DELEGATED AUTHORITY TO ITS STANDING AND OTHER BUSINESS COMMITTEES AS DESCRIBED IN ARTICLE VII OF THE ORGANIZATIONAL BYLAWS. THE FOLLOWING EXCERPT FROM THE ASSOCIATION'S BYLAWS DISCUSS COMMITTEES OF THE BOARD OF DIRECTORS. COMMITTEES OF DIRECTORS: ALL COMMITTEE MEETINGS SHALL BE OPEN TO ATTENDANCE BY ALL DIRECTORS EXCEPT IN EXECUTIVE SESSION. ONLY COMMITTEE MEMBERS MAY VOTE ON COMMITTEE MATTERS. THE BOARD OF DIRECTORS SHALL HAVE THE FOLLOWING STANDING COMMITTEES: EXECUTIVE, FINANCE, GOVERNANCE AND NOMINATING, COMPENSATION, AUDIT AND MISSION OUTCOMES. EXECUTIVE COMMITTEE: THE EXECUTIVE COMMITTEE SHALL MANAGE THE BUSINESS AND PROPERTY OF THE ASSOCIATION IN BETWEEN MEETINGS OF THE BOARD OF DIRECTORS; PROVIDED, THAT THE EXECUTIVE COMMITTEE SHALL NOT TAKE ANY ACTION WHICH IS CONTRARY TO POLICIES OF THE ASSOCIATION AS ADOPTED BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL HAVE SUCH ADDITIONAL POWERS AS MAY BE PROVIDED BY LAW OR RESOLUTION OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL REPORT TO THE BOARD OF DIRECTORS AT EACH MEETING OF THE BOARD OF DIRECTORS AND REPORT EXECUTIVE COMMITTEE ACTIONS IN A TIMELY MANNER IN BETWEEN BOARD OF DIRECTORS MEETINGS. AT EACH OF ITS ANNUAL MEETINGS, THE BOARD OF DIRECTORS BY DULY ADOPTED RESOLUTION SHALL ELECT AN EXECUTIVE COMMITTEE CONSISTING OF NO FEWER THAN SEVEN NOR MORE THAN FIFTEEN DIRECTORS. THE CHAIR, CHAIR ELECT, VICE CHAIRS, SECRETARY, TREASURER, CHAIRS OF THE STANDING COMMITTEES, AND THE CHAIR OF THE MEDICAL AND SCIENTIFIC ADVISORY GROUP, SHALL BE MEMBERS OF THE EXECUTIVE COMMITTEE. THE CHAIR OF THE BOARD OF DIRECTORS SHALL BE THE CHAIR OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE MAY HOLD REGULAR MEETINGS MONTHLY OR AS IT MAY OTHERWISE DETERMINE, AT SUCH PLACE AND AT SUCH TIMES AND UPON SUCH NOTICE AS IT MAY DETERMINE. SPECIAL MEETINGS OF THE EXECUTIVE COMMITTEE MAY BE CALLED AT ANY TIME BY THE CHAIR OR BY ANY THREE OF ITS MEMBERS, BY NOTICE DELIVERED PERSONALLY OR BY MAIL, TELEPHONE, ELECTRONIC MAIL OR FACSIMILE AT LEAST SEVEN DAYS (OR AT LEAST 48 HOURS IN THE CASE OF TELEPHONIC MEETINGS) PRIOR TO THE MEETING. A MAJORITY OF THE CURRENTLY SERVING MEMBERS OF THE EXECUTIVE COMMITTEE SHALL CONSTITUTE A QUORUM FOR ALL PURPOSES. FINANCE COMMITTEE: THE FINANCE COMMITTEE SHALL CONSIST OF AT LEAST FIVE DIRECTORS AND SHALL BE CHAIRED BY THE TREASURER. THE FINANCE COMMITTEE SHALL OVERSEE AND REVIEW ALL FINANCIAL REPORTS, ACCOUNTING ACTIVITIES AND INVESTMENT DECISIONS OF THE ASSOCIATION AND ALSO SHALL PREPARE A PROJECTED BUDGET FOR EACH FISCAL YEAR TO BE PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL. THE FINANCE COMMITTEE SHALL OVERSEE AND MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS WITH RESPECT TO THE FINANCIAL OPERATION OF ALZHEIMERS ASSOCIATION 401(K) SAVINGS PLAN AND THE APPOINTMENT OF FIDUCIARIES WITH RESPECT THERETO. GOVERNANCE AND NOMINATING COMMITTEE: AT EACH OF ITS ANNUAL MEETINGS, THE BOARD OF DIRECTORS BY DULY ADOPTED RESOLUTION SHALL ELECT A GOVERNANCE AND NOMINATING COMMITTEE CONSISTING OF NO FEWER THAN SEVEN NOR MORE THAN FIFTEEN INDIVIDUALS CURRENTLY SERVING AS A DIRECTOR. AT LEAST ONE-THIRD OF THE GOVERNANCE AND NOMINATING COMMITTEE SHALL BE DIRECTORS HAVING CHAPTER EXPERIENCE. THE GOVERNANCE AND NOMINATING COMMITTEE SHALL ASSIST THE BOARD IN ENSURING THE SUCCESSFUL GOVERNANCE OF THE ASSOCIATION THROUGH BOARD ASSESSMENT, RECRUITMENT, NOMINATIONS, ORIENTATION AND DEVELOPMENT. THE GOVERNANCE AND NOMINATING COMMITTEE SHALL NOMINATE CANDIDATES FOR DIRECTORS, OFFICERS AND MEMBERS OF THE EXECUTIVE COMMITTEE. THE GOVERNANCE AND NOMINATING COMMITTEE MAY NOMINATE CANDIDATES FOR HONORARY DIRECTOR AND ANY ADVISORY OR HONORARY COUNCILS, GROUPS OR COMMITTEES AND APPROVE THE CANDIDATES FOR MEDICAL AND SCIENTIFIC ADVISORY GROUP MEMBERSHIP. THE GOVERNANCE AND NOMINATING COMMITTEE ALSO SHALL PROVIDE INPUT TO THE CHAIR ON THE SELECTION OF VICE CHAIRS AND COMMITTEE CHAIRS. COMPENSATION COMMITTEE: THE COMPENSATION COMMITTEE SHALL BE RESPONSIBLE FOR REVIEWING AND APPROVING, SUBJECT TO FURTHER AND FINAL APPROVAL BY THE BOARD OF DIRECTORS, ALL FORMS OF COMPENSATION AND BENEFITS FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. THE COMPENSATION COMMITTEE SHALL CONDUCT ITS REVIEW AND APPROVAL OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICERS TOTAL COMPENSATION AND BENEFITS IN A MANNER INTENDED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED ("SECTION 4958"). THE COMPENSATION COMMITTEE ALSO SHALL BE RESPONSIBLE FOR REVIEWING AND APPROVING APPROPRIATE MARKET DATA, TO BE USED BY THE PRESIDENT AND CHIEF EXECUTIVE OFFICER TO SET OR ADJUST COMPENSATION OF ANY OTHER EXECUTIVE-LEVEL EMPLOYEE WHO COULD BE CONSIDERED TO BE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE ASSOCIATION WITHIN THE MEANING OF SECTION 4958. THE COMPENSATION COMMITTEE ALSO SHALL BE RESPONSIBLE FOR OVERSIGHT OF EXECUTIVE-LEVEL BENEFITS AND SUCCESSION PLANNING FOR KEY POSITIONS IN THE ASSOCIATION. AUDIT COMMITTEE: THE AUDIT COMMITTEE SHALL BE RESPONSIBLE FOR RECOMMENDING AN AUDITOR TO THE BOARD OF DIRECTORS AND SHALL OVERSEE THE ACTIVITIES OF ANY INTERNAL AUDITOR OF THE ASSOCIATION. THE AUDIT COMMITTEE SHALL SEE THAT AN ANNUAL AUDIT IS PREPARED BY AN INDEPENDENT FIRM OF CERTIFIED PUBLIC ACCOUNTANTS SELECTED BY THE BOARD OF DIRECTORS AND, UPON RECEIVING SUCH AUDITOR'S REPORT, THE AUDIT COMMITTEE SHALL PREVIEW THE AUDIT REPORT FOR SUBMISSION TO THE BOARD OF DIRECTORS EACH YEAR. THE AUDIT COMMITTEE SHALL REVIEW THE FINANCIAL REPORTS OF THE ASSOCIATION, ITS SYSTEM OF INTERNAL CONTROLS, AND THE AUDIT PROCESS. THE AUDIT COMMITTEE SHALL HAVE AT LEAST FIVE MEMBERS, ALL OF WHOM ARE MEMBERS OF THE BOARD OF DIRECTORS AND THE MAJORITY OF WHOM HAVE APPROPRIATE FINANCIAL EXPERTISE. AT LEAST ONE MEMBER OF THE AUDIT COMMITTEE SHALL MEET THE REQUIREMENT OF "AUDIT COMMITTEE FINANCIAL EXPERT" AS THEN DEFINED BY THE SECURITIES AND EXCHANGE COMMISSION. THE MAJORITY OF THE MEMBERS OF THE AUDIT COMMITTEE MAY NOT CONCURRENTLY SERVE ON THE FINANCE COMMITTEE AND THE TREASURER AND CHAIR OF THE FINANCE COMMITTEE MAY NOT SERVE CONCURRENTLY ON THE AUDIT COMMITTEE. MISSION OUTCOMES COMMITTEE: THE MISSION OUTCOMES COMMITTEE SHALL OVERSEE AND REVIEW PROGRESS AGAINST THE ALZHEIMERS ASSOCIATIONS STRATEGIC PLANS PRIORITY ACTIVITIES AND SHALL SUPPORT AND FACILITATE BOARD OF DIRECTORS CONVERSATIONS THAT ARE FOCUSED ON MISSION DELIVERY AND THE APPROVED STRATEGIC PLAN. OTHER COMMITTEES: IN ADDITION TO THE STANDING COMMITTEES, OTHER COMMITTEES MAY BE DESIGNATED BY RESOLUTION ADOPTED BY A MAJORITY OF THE DIRECTORS PRESENT AT ANY MEETING. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS THE ORGANIZATION UNDERGOES A THOROUGH REVIEW PROCESS BEFORE FILING THE RETURN. THE AUDIT COMMITTEE DISCUSSES AND REVIEWS THE FORM BEFORE IT IS PROVIDED TO THE OFFICERS AND FULL BOARD OF DIRECTORS. ALL OFFICERS AND THE FULL BOARD OF DIRECTORS ARE PROVIDED A COPY FOR THEIR REVIEW AND HAVE THE OPPORTUNITY TO COMMENT BEFORE THE FORM 990 IS FILED.
FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT THE ALZHEIMER'S ASSOCIATION CONFLICT OF INTEREST POLICY IS DESCRIBED IN ARTICLE XI, SECTION 2 OF THE ORGANIZATIONAL BYLAWS. THE RESPONSIBILITY FOR DISCLOSING ANY KNOWN OR REASONABLY FORESEEABLE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST SHALL BE DISCLOSED TO THE BOARD OF DIRECTORS OR ITS COMMITTEE DESIGNEE BY THE INTERESTED PERSON WHOSE INTERESTS ARE OR MAY APPEAR TO BE IN CONFLICT WITH THE ASSOCIATION. ALL INTERESTED PERSONS ARE REQUIRED TO FILE WITH THE ASSOCIATION A DISCLOSURE STATEMENT PRIOR TO SUCH INDIVIDUAL COMMENCING HIS OR HER SERVICE WITH THE ASSOCIATION AND AT SUCH TIME AND IN SUCH MANNER AS MAY BE PROVIDED IN GUIDELINES ADOPTED BY THE BOARD OF DIRECTORS. ALL INTERESTED PERSONS SERVING THE ASSOCIATION SHALL FILE DISCLOSURE STATEMENTS, FROM TIME TO TIME, AS MAY BE REQUIRED BY THE BOARD OF DIRECTORS, THE BYLAWS ARTICLE XI, SECTION 2 OR ANY OTHER BOARD POLICY, AND IN NO EVENT LESS OFTEN THAN ANNUALLY. INTERESTED PERSONS SHALL DISCLOSE ANY CONFLICT AND SHALL NOT VOTE ON A MATTER AND FURTHER IF REQUESTED BY THE CHAIR OR RESOLUTION OF THE BOARD SHALL LEAVE THE ROOM IN WHICH THE BOARD OR COMMITTEE IS MEETING AND SHALL NOT PARTICIPATE IN ANY DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION. THE MINUTES SHALL REFLECT THAT THE CONFLICT OF INTEREST WAS DISCLOSED AND THE INTERESTED PERSON DID NOT PARTICIPATE IN ANY DISCUSSION OF THE MATTER AND DID NOT VOTE ON THE MATTER IN PERSON OR BY PROXY. WHEN ANY SUCH CONFLICT OF INTEREST IS RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF DIRECTORS OR ANY COMMITTEE OF THE BOARD, THE INTERESTED PERSON SHALL DISCLOSE SUCH CONFLICT TO THE BOARD OF DIRECTORS OR SUCH COMMITTEE AND SHALL NOT VOTE ON THE MATTER. FURTHER THE INTERESTED PERSON OR REPRESENTATIVE HAVING A CONFLICT IF REQUESTED BY THE CHAIR OR RESOLUTION OF THE BOARD SHALL LEAVE THE ROOM IN WHICH THE BOARD OR THE COMMITTEE IS MEETING AND SHALL NOT PARTICIPATE IN ANY DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION. WHEN THERE IS A DOUBT AS TO WHETHER A CONFLICT OF INTEREST EXISTS, THE MATTER SHALL BE RESOLVED BY A VOTE OF THE BOARD OF DIRECTORS OR THE COMMITTEE, AS THE CASE MAY BE, EXCLUDING THE INTERESTED PERSON CONCERNING WHOM THE DOUBT HAS ARISEN. COPIES OF THE ASSOCIATION BYLAWS ARTICLE, INCLUDING THE CONFLICT OF INTEREST POLICY AND ANY RELATED ETHICAL POLICY OR GUIDELINES AS FROM TIME TO TIME ADOPTED OR AMENDED BY THE BOARD OF DIRECTORS, SHALL BE PRESENTED TO ALL INTERESTED PERSONS SERVING THE ASSOCIATION AT THE TIME OF ANY SUCH ADOPTION OR AMENDMENT AND IN NO EVENT LESS OFTEN THAN ANNUALLY; AND TO ALL INDIVIDUALS SEEKING TO SERVE THE ASSOCIATION AS AN INTERESTED PERSON PRIOR TO REQUESTING ANY SUCH INDIVIDUAL TO EXECUTE A CONFLICT OF INTEREST DISCLOSURE STATEMENT.
FORM 990, PART VI, LINES 15A & 15B PROCESS FOR DETERMINING COMPENSATION COMPENSATION IS ESTABLISHED FOR THE CEO BY THE COMPENSATION COMMITTEE AND THE EXECUTIVE COMMITTEE AFTER A THOROUGH SALARY/MARKET REVIEW CONDUCTED BY OUTSIDE COMPENSATION CONSULTANTS. FOR THE CEO POSITION, THE GATHERING OF RELEVANT COMPARABILITY DATA FROM INDEPENDENT SOURCES OCCURRED IN 2018. THE PROCESS WAS CONDUCTED IN A MANNER INTENDED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERMEDIATE SANCTIONS RULES. AS TO THE MEMBERS OF THE SENIOR MANAGEMENT TEAM OTHER THAN THE CEO, ANNUALLY UPDATED MARKET DATA IS ALSO PROVIDED BY THE OUTSIDE COMPENSATION CONSULTANT, SO THAT THE UPDATED MARKET DATA CAN BE USED IN SETTING REASONABLE COMPENSATION FOR EACH MEMBER OF THE SENIOR MANAGEMENT TEAM. EACH YEAR THE COMPENSATION COMMITTEE EVALUATES THE CEO'S PERFORMANCE THROUGH A ROBUST ASSESSMENT PROCESS WHICH INCLUDES COLLECTION, INTERVIEWS AND PERFORMANCE EVALUATION COMPARING RESULTS TO GOALS. THE COMMITTEE AND CHAIR OF THE BOARD USE THIS DATA TO DETERMINE INCENTIVE COMPENSATION ELIGIBILITY. THE SENIOR STAFF HAS A COMPREHENSIVE PERFORMANCE EVALUATION AND COMPENSATION REVIEW DONE AT THE END OF EACH FISCAL YEAR. THESE INCLUDE A SELF-ASSESSMENT AND EVALUATION BY THE CEO. UPDATED MARKET DATA FOR USE IN SETTING REASONABLE COMPENSATION IS PROVIDED BY A NATIONAL COMPENSATION CONSULTING FIRM TO THE COMPENSATION COMMITTEE FOR CONFIRMATION OF REASONABLENESS USING A PROCESS DESIGNED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS (INCLUDING CONTEMPORANEOUS DOCUMENTATION IN THE COMMITTEE'S MINUTES). FOR FISCAL YEAR 2019, THE SALARY AND TOTAL COMPENSATION PACKAGE OF THE CEO WAS BENCHMARKED BY SULLIVAN COTTER. COMPENSATION IS CONTEMPORANEOUSLY DOCUMENTED IN THE COMPENSATION COMMITTEE MINUTES.
FORM 990, PART VI, LINE 18 HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE TO THE GENERAL PUBLIC BY POSTING ON THE WEBSITE AT WWW.ALZ.ORG AND UPON REQUEST. THE ORGANIZATION MAKES ITS FORM 1023 AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART VI, LINE 19 HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC BY POSTING ON THE ORGANIZATION'S WEBSITE AT WWW.ALZ.ORG AND UPON REQUEST. THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9 OTHER CHANGE IN NET ASSETS OR FUND BALANCE CHANGE IN PERPETUAL TRUST $(281,426) CHANGE IN SPLIT INTEREST $(1,792,580) ------------ TOTAL $(2,074,006)
General Note EFFECTIVE JULY 1, 2016, ONE CHAPTER DISSOLVED AND 46 CHAPTERS MERGED WITH THE ASSOCIATION TO CREATE A UNITED ALZHEIMERS ASSOCIATION. TOTAL ASSETS ACQUIRED FROM THE 47 CHAPTERS WERE APPROXIMATELY $152,004,000 AND NET ASSETS ACQUIRED WERE APPROXIMATELY $130,859,000. THE ASSOCIATION OVERSEES THE OPERATIONS AND ACTIVITIES FOR 77 CHAPTERS TO FACILITATE STRATEGIC ALIGNMENT, DELIVER ON THE OVERARCHING ASSOCIATION-WIDE STRATEGIC OBJECTIVES AND PRIORITY ACTIVITIES, AND TO ENSURE COVERAGE FOR ALL GEOGRAPHIC TERRITORIES.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2018


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SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
Alzheimer's Disease & Related Disorders
Association Inc
Employer identification number

13-3039601
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)Alzheimer's Impact Movement (AIM)
225 N Michigan Ave Fl 17

Chicago,IL60601
27-1961435 		SOC Welfare IL 501(C)(4)   Alz Assoc
 
Yes
 
(2)Alzheimer's Association International
181 Bay St Brookfield Pl 2100
Toronto,OntarioM5J2T3
CA
99-9999999 		PUBLIC FDN CA 501(C)(3)   Alz Assoc
 
Yes
 
(3)Coalition of NY State Alz Assn Chaps Inc
4 Pine West Plaza 405

Albany,NY12205
13-4076596 		Public Char NY 501(c)(3)   Alz Assoc
 
Yes
 








For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
 
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) Alzheimer's Impact Movement

 B 7,053,868 FMV
(2) Alzheimer's Impact Movement

 n 400,133 FMV
(3) Alzheimer's Impact Movement

 o 3,124,184 fmv



Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R, Part V, Line 2 AMOUNT INVOLVED IN RELATIONSHIP THE ALZHEIMER'S ASSOCIATION GRANTED FUNDS TO ALZHEIMER'S IMPACT MOVEMENT (AIM) FOR PUBLIC POLICY DIVISION ACTIVITIES IN FISCAL YEAR 2019 TO SUPPORT PRIORITIES IDENTIFIED IN THE ALZHEIMER'S ASSOCIATION'S STRATEGIC PLAN. THIS GRANT IS RESTRICTED TO THE FOLLOWING 501(C)(3) ACTIVITIES AND THE ANCILLARY ACTIVITIES NECESSARY TO ACCOMPLISH SPECIFIC GOALS INCLUDING: IMPLEMENTATION OF THE NATIONAL ALZHEIMER'S PROJECT ACT (RECOGNIZING THIS GROWING ALZHEIMER'S CRISIS, CONGRESS UNANIMOUSLY PASSED AND THE PRESIDENT SIGNED INTO LAW THE NATIONAL ALZHEIMER'S PROJECT ACT - NAPA); INCREASING THE COMMITMENT TO ALZHEIMER'S RESEARCH; EXPANDING EDUCATION EFFORTS AND CAREGIVER SUPPORT SERVICES; EXPANDING DIAGNOSIS AND PLANNING.
Schedule R (Form 990) 2018

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