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Farm 990Depanmyq of the TreasuryInternal Revenue Serrce
A For the 2014 cal
B Check i app5cahle• C
J Address change
isJ Nam change[1 Inhalretum
i } Final rettim!terrrinated
L Amended rem
L I Apace Penang
Return of Organization Exempt From Income Tax 154Under section 501 (c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) 201
► Do not enter social security numbers on this form as it may be made public. Open to
of organization ALZHE IMER'S DISEASE AND RELATED
DISORDERS ASSN.. INC.- GREATERtbvq business Sc
9U1.0 C2Ut(K1J 1tVl:1NUr1 - LJl
City or town . state or province . country. and ZIP or foreign postal code
ft= end address of a1ndpat ol5cer
DONALD F. MOKRAUER, TREASURER400 MORRIS AVENUE, SUITE 251DENVILLE NJ 0783-IX 601(cV31 I 1 scum ( ) t (Insen no.) 14947(.w
L
0 Employer {dentincaLian number
I G Gmits recemts! 4,354,886
H(e) Is this a group return for Yes O No
H(b) Are as subordinates Included? q Yes q No
if -NO.- ala h a fist (see Fstruswns)
ran I I summa
I Briefly describe the organization ' s mission or most significant activities: ...................................................................... .TO ELIMINATE ALZHEIMER'S DISEASE THROUGH THE ADVANCEMENT OF RESEARCH; TO................................................................. ...................................PROVIDE AND ENHANCE CARE-AND SUPPORT FOR ALL AFFECTED; ANO TO REDUCE THE..........................................
m RISK OF DEMENTIA THROUGH THE PROMOTION OF BRAIN HEALTH.I if tho nrnaniselinn r6ernnfini d de nnaraLinna nr dicnnee,l of mnre then 95°I of it e net aecetS
me 3 Number of voting members of the governing body (Part VI, line 1a) 3 13
m 4 Number of independent voting members of the governing body (Part VI, line 1 b)
..
4 13, . , . , ... , .
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) i 2 7. , , ..... .........6 Total number of volunteers (estimate if necessary )
........ ........ . .6 500. ...................
7a Total unrelated business revenue from Part VIII, column (C), line 12
.
in 0
b Net unrelated business taxable income from Form 990-T line . .
.
7b 0Prior Year Current Year
C8 Contnbutions and grants (Part VIII, line 1h) 2 , 965 , 680 3, 071 , 661
C.........
9 Program service revenue (Part Vill. line 2g ) 154 , 215 118 , 308....... „ • , _
10 Investment income (Part Vill,column (A),lines 3.4,and 7d) 168 , 588 346 , 764........... ._ . .,••„•,.,,,•
11 Other revenue (Part Vill, column (A), lines 5 , 6d, 8c, 9c , 10c, and lie ) -900 -22 812...... __ •.,,,.,,,
12 Total revenue - add lines 8 throu g h 11 (must eq ual Part Viii column (A), line 12 ) 3 , 2 8 7 58 3 3 , 513 , 921
13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) 281 , 9 7 2 2 7 3 814.... . .... . .. . ...........
14 Benefits paid to or for members (Part IX, column (A), line 4) 0
other compensation , employee benefits (Part IX, column (A), lines 5-10)15 Salaries 5 5 2 7 0 4 1 4 61 3 9 0,
16aProfessionai fundraising fees (Part IX, column (A), line 1le) 0
CIL b Total fundraising expenses (Part IX, column (D), line 25 ) ► 2 51 3 5 9^ `Ui
. ..17 Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e) 735 161 757 357
18 Total expenses . Add lines 13-17 (must equal Part IX, column (A), line 25)
.
5 6 9 8 37 2 4 92 5 61
19 Revenue less a nses . Subtract line 18 from line 12 717 7 4 6 1 021 3 60of Current Year End of Year
20 Tatal assets (Part X, line 16) 9 64 7 4 8 7 7 50 8 9 321 Total liabilities (Part X, line 26) 271 672 131 309.....,•_•,,,,,••,•„••,•,• •„•,
22 Net assets or fund balances . Subtract line 21 from line 20 693 , 076 7 , 619 , 584
Under penalt i es of per(ury . t I ave nod this return , including accompanying schedules and statements, and to the best of my knowledge and belief, it is
true, correct , and mmplet o o her than officer) is based on all information of which preparer has any k7qwledge
/j"12 "1 J / c rf
Sig n Signabire of °rciccr S1^ rl r1 Y-"
Here DONALD F. MOKRAUERType or printname and tine
rPmt/Type preparees name Preparers signature
Paid Keith Haber, CPA Keith Haber
Preparer Firr,,.,name 0 PARITZ & COMPANY , P.A.Use Only 15 WARREN STREET, STE
Frresaderess 1 HACKENSACK , NJ 07601-
May the IRS discuss this return with the preparer shown above? (see instructs
For Paperwork Reduction Act Notice , see the separate Instructions.DAA
r
ALZASSOC 1&39 AM
i
FormggO (2014) ALZHEIMER' S DISEASE AND RELATED 22-2603592 Pagetfi Part UJj Statement of Program Service Accomplishments
Check if Schedule 0 contains a response or note to any line in this Part III ....... ........... ............I Briefly describe the organization 's mission:
TO ELIMINATE ALZHEIMER'S DISEASE THROUGH THE„ADVANCEMENT OF RESEARCH; TO.,APROVIDE. AND . ENHANCE CAREND SUPPORT F'OR ALI,AFFECTED; ANDTO REDUC THEE
RISK.OF„DEMENTIA„THROUGH„THE PROMOTION OF BRAIN„HEALTH. . ..................
2 Did the organization undertake any significant program services during the year which were not listed on thepnorForm 990or990-EZ?,,,,,,,,,,,,,,,,,,,,,,,,,,, ,,,,,,,,,. ,,,,,., [J Yes NoIf "Yes," describe these new services on Schedule 0.
3 Did the organ ization cease conducting , or make significant changes in how it conducts , any programservices? .......... ...................................................... ............................ Yes XQ Noif "Yes ," describe these changes on Schedule 0.
4 Describe the organization 's program service accomplishments for each of its three largest program services , as measured byexpenses . 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 . )( Expensess ,,,, 11 100, 607 including grantsof$ ,,., ,,,,,273, 814 ) (Revenue s .... ........ . .PAT.IENT(.. FAMILY SERVICES,., INCLUDING HELPLINE, SAFE„RETURN. .................... .................
. ...... .
...........CAREG,IVERS...... ESPITE PROGRAM,. .SUPPORT GROUPS, AND EDUCATION .... .... ...SERVICES ............................... ........... .......................... .................................
....... ........ ........................................................ ........................................................................................................................... ................................. ....................... .................. .........................................................................
.......... .................................................. ................... ................................................................................... ... .............................. .. ................ .......
.......................................................................................... ................................
............................................................... .................. .................................... ................................. ........... ....................................................................
...........
................ ..................
..................
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. ................
........ ...
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4b (Code:.,,,,.,, )(Expenses$ , 4.22,. 65.5 including grantsot$ ........................ ) (Revenue $ .... ...... 116y,308PUBL..IC... ........AWAR..EN.....ESS.. ..EDUCATION................................ .................................................. .............................. ......... .. ......................................................... ..................................................... .................................................................. ............................................................. ....................................... ............................................. ............................... ........................................................... ...................................................................... ... ..................................... .........
... ................... ................. .................................................................................................................................................. .......................................................................... .......................... ... ........................................................ .....
....................................... ............ ........................................ ........................
..................................................... . .........................................................
...................
................
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4c (Code:., ,,., )(Expenses$ .,.,....,,223,, 145 including grantsof$ „ ,,,,,,,,,,,,,,,,,,, ) (Revenue $ ..... ................. .PUBI^,IC ..POLICY ,,,,,., ...............................................................................................
...... ................ .. .............................. ................. ....................... ....................................... .................................... ............................................................................. ....... ..................................................................................
............................................................. ..................................... ...................
.......... ........ :. . ................................................... ........................................
. ..................................................... ....................................................................
.............. .........................................................................................................
.............................................................................................................................
............. ......................................................... ... ......................................... .
........................................ .................................... ...............................................
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...................
..................
...................
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4d Other program services (Describe in Schedule 0.)
(Expenses $ 3 8 2, 8 3 9 including grants of s ) (Revenue S4e Total program service expenses ► 2,129,246
DAA Forth 991) (2014)
04B.0001563
AIZASSOC W39 AM
I Is the organization described in section 501 (c)(3) or 4947(a)(1) (other than a private foundation )? If 'Yes;
complete Schedule A .................... .....................................................................................2 Is the organization required to complete Schedule B. Schedule of Contributors (see instructions)? ...............................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 I ............................................................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 II .......................................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 III ........................................................................................................................
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 I ............................................................................................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 11
6 Did the organization maintain collections of works of art, historical treasures , or other similar assets? If 'Yes,"
complete Schedule D, Part III ...............................................................................................9 Did the organization report an amount in Part X. tine 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 0, Pad IV .............................................................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 V ..........................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 ...............................................................................................b Did the organ ization 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 VII ..........................................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 VIII .........................................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 167 If "Yes," complete Schedule D, Part IX ...........................................................e Did the organ ization report an amount for other liabilities in Part X. line 25? If 'Yes," complete Schedule D. Part X . .........If 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 X, , , , , , , , , , , ,
12a Did the organization obtain separate, independent audited financia l statements for the tax year? If 'Yes,' complete
Schedule D. Parts XI and XII ................................................. ...........................................
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 . , , .. , ..
13 Is the organization a school described in section 170(b)(1)(A)(ii)? If 'Yes .' complete Schedule E . .... . ............... ... . ....
14a Did the organ ization maintain an office , employees , or agents outside of the United States? ....................................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 .................................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 ...........................................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
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 1Ile? If 'Yes: complete Schedule G, Part I (see instructions) .................... .............18 Did the organization report more than $15 , 000 total of fundraising event gross income and contributions on
Part VIII, lines 1c and Ba? If "Yes," complete Schedule G. Part II ................................................................19 Did the organization report more than $15 ,000 of gross income from gaming activities on Part Vill, line 9a?
If 'Yes." complete Schedule G. Part III ..........................................................................................20a Did the organization operate one or more hospital facilities ? If 'Yes; complete Schedule H .....................................
DAA
Form 990 (2011)
O4 B .0001303
ALZASSOC 1P39 AM
Form980(2014) ALZHEIMER'S DISEASE AND RELATED 22-2603592 Page4i Part IV I Checklist of Re uired Schedules (continued )
Yes No21 Did the organization report more than $5,000 of grants or other assistance to any domestic organ ization or
domestic government on Part IX, column (A), line 17 If 'Yes; complete Schedule I , Parts I and II 21 X22 Did the organization report more than $5,000 of grants or other assistance to or for domestic Individuals on
Part IX , column (A), fine 2? If'Yes.' complete Schedule I , Parts I and III .. , .. , _ .... ... . 22 X23
........... .....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 . .. 23 . x
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, 20027 If "Yes; answer lines 24bthrough 24d and complete Schedule K. If 'No,' go to line 25a .... ... X
b. .......
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary penod exception? .... . .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? ......... ............ ........................... ...d
.... ....... ............. .....Did the organization act as an 'on behalf of issuer for bonds outstanding at any time during the year?
...........
.
25a, , , , , , , , , , , ,, ,
Section 601(X(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 . Xb
................ .....Is the organization aware that it engaged in an excess benefit transaction with a disqualified person Ina prior
............
year , and that the transaction has not been reported on any of the organization 's prior Forms 990 or 990-FZ?If "Yes," complete Schedule L . Part I .......................................................... ........ ...... X
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, ordisqualified persons? If "Yes," complete Schedule L, Part II ................. .......... ... . 26 X
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% controlledentity or family member of any of these persons? If 'Yes; complete Schedule L, Part III 27 X
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 28a Xb A family member of a current or former officer, director , trustee , or key employee? If "Yes," complete
, , . , ..... ,
Schedule L . Part IV ............ ............. .. ...................... . 28b Xc
... ......... .. . ...............................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 28c X29 Did the organization receive more than $25 , 000 in non-cash contributions? If "Yes ; complete Schedule M , , ,
-X
30
, .
Did the organization receive contributions of art, historical treasures , or other similar assets, or qualified
, , . ,
... . . . . . . .. . . . . .conservation contributions? If "Yes; complete Schedule M .. . . X
31
.. . . . . ...
Did the organization liquidate , terminate , or dissolve and cease operations? If "Yes; complete Schedule N,
Part I
.
X
32 Did the organization sell, exchange , dispose of, or transfer more than 25% of its net assets? If "Yes,"
complete Schedule N, Part II X
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 X
34......................... .
Was the organization related to any tax-exempt or taxable entity? If 'Yes," complete Schedule R , Parts II, Ill,
...,..
or IV, and Part V, line 1 ........ .. . 34 1 X
35a............................................. ............................... .....
Did the organization have a controlled entity within the meaning of section 512(b)(13)? 35a X
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 35b
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 36 X
37
.. , . , ............................. ........Did the organization conduct more than 5% of its activities through anent ity that is not a related organization
....... .
and that is treated as a partnership for federal income tax purposes? If'Yes ," complete Schedule R,
Part VI 37 X
38...........................................................................................................
Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11b and
19? Note . All Form 990 filers are req uired to com plete Schedule O 38 X
For„ 990 (2014)
oMA
?4B
MZASSOC la39 AM
jorm990(2014)ALZHEIMER'S DISEASE AND RELATED 22-2603592 Page5Part V Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to anv line in this Part V .".. ".. _. .. n
1a Enter the number reported in Box 3 of Form 1096. Enter -0- If not applicable Ia 167 ;b Enter the number of Forms W-2G included in line I a. Enter -0- if not applicable 1 b 3c Did the organization comply with backup withholding rules for reportable payments to vendors and
reportable gaming (gambling) winnings to prize winners?, , , . , . . , . .. . Ic X..........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 27b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? .. .
.
bi X.......... ..........Note. If the sum of lines Ia and 2a is greater than 250, you may be required to e-file (see Instructions)
.
3a Did the organization have unrelated business gross income of $1,000 or more during the year? , , ,, , 3a X,,,,,,,,, , , , , , , , , , , , , , ,b If 'Yes,' has it filed a Form 990-T for this year? If 'No' to line 3b. provide an explanation In Schedule 0 3b, , , , , , , , , , , , , , , ,,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 X.............................".....,..........,..........b If'Yes,' enter the name of the foreign country ► .................. ..................... .. ..................... .........
See Instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts r(FEAR). 1.
5a Was the organization a party to a prohibited tax shelter transaction at any lime during the tax year? , 5a X, , , , , , , , , , , , , , , , , , , , , , , , ,b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?, , , , , , Sb X,, , , , ,,, , , , , ,,,c tf'Yes' to line 5a or 5b, did the organization file Form 8888-77 ... ..... .. . Sc. . ....... ..... ...............................
6a Does the organization have annual gross receipts that are normally greater than $100,000, and did theorganization solicit any contributions that were not tax deductible as charitable contributions? 6a X..................... ............
to if'Yes, did the organization include with every solicitation an express statement that such contributions orgifts 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 goodsand services provided to the payor? , . , , , , , . ... ................ . .. . 7a X... .. .. ..................... ........... ..........
b If 'Yes,* did the organization notify the donor of the value of the goods or services provided? ... .. 7b X......... .................c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was
required to file Form 8282? ............................. .............. ........... ........ . .zd IfYes" Indicate the number of Forms 8282 filed during the year 7d
,fi
e Did the organization receive any funds, directy or indirectly, to pay premiums on a personal benefit contract? 7 X
f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 7f
g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? 7
h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?8 Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the
.
L
sponsoring organization have excess business holdings at any time during the year? . a.,,...., ....,,,..........................9 Sponsoring organizations maintaining donor advised funds, ay^_
a 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 tees and capital contributions included on Part Vill, fine 12 10a. ...........................
b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities lob11 Section 501(c)(12) organizations. Enter:
a Gross income from members or shareholders 11a. 4b Gross income from other sources (Do not net amounts due or paid to other sources
against amounts due or received from them.) 11b12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 10417 12a
to H'Yes' enter the amount of tax-exempt interest received or accrued during the year, .., , , , , • . , , 12b13 Section 501(c)(29) qualified nonprofit health Insurance Issuers.
a Is the organization licensed to issue qualified health plans in more than one state? 13a.............................................Note. See the instructions for additional Information the organization must report on Schedule O. i.
ub Enter the amount of reserves the organization is required to maintain by the states in which 'I -
_
rthe 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 X. , , ... , . , _b If -Yes , * has it filed a Form 720 to rep ort these payments? If "No ," p rovide an explanation in Schedule 0........... 14b
oM Fpm, 990 (2014)
04 B ,®®130 3
ALZASSOC to-39 AM
Form990 (2014) ALZHEIMER'S DISEASE AND RELATED 22-2603592 Page6Part VI Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No"
response to line 8a, 8b , or 10b below , describe the circumstances , processes, or changes in Schedule 0. See instructions.
1a Enter the number of voting members of the goveming body at the end of the tax year In 13If 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 similarcommittee , explain in Schedule O.
b Enter the number of voting members Included in line la. above, who are independent. . . . . ... . . . . ....... it? 13 ' . -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...... ..... ........ ..........................................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 X4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? i5 Did the organization become aware during the year of a significant diversion of the organization's assets?
.5 X
6 Did the organ ization have members or stockholders ? 6 X7a 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 Xb Are any governance decisions of the organization reserved to (or subject to approval by) members,
.
stockholders, or persons other than the governing body? Tb8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the fotlowin
a The governing body? 8a X.... ..................................................................................... . ........
b Each committee with authority to act on behalf of the governing body? ... . 8b X.................. ... ............... ,,,.,,.9 is there any officer, director. trustee , or key employee listed in part Vll, Section A, who cannot be reached at
10a Did the organization have local chapters, branches, or affiliates? 10a X..............................................................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
11a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? 11a-
X
b Describe in Schedule 0 the process, if any, used by the organization to review this Form 990.77
...;.12a Did the organization have a written conflict of interest policy?If'No,"gotoline 13 12a X,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? 12b X
c Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes,'
describe in Schedule 0 how this was done 12c X.... .........................................................................13 Did the organization have a written whistleblower policy? IL X................... .......................... ........ ................
14 Did the organization have a written document retention and destruction policy? 14 X. _ . .. .... .... . .
15 Did the process for determining compensation of the following persons include a review and approval by I
independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a The organizations CEO, Executive Director, or top management official 15a X.................................._ .,. ,,.....,...,
..b Other officers or key employees of the organization , ,...
.
15b X, ,,..................... ............ .If 'Yes" to line 15a or 15b, describe the process in Schedule 0 (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? .21b 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
.
o anization's exem t status with res ct to such arran ements?
Section C. Disclosure17 List the states with which a copy of this Form 990 is required to be filed ► . NJ........................................................................18 Section 5104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501(c)(3)s only)
available for public inspection . Indicate how you made these available . Check all that apply.
q Own website q Another's website Upon request q Other (explain in Schedule 0)
19 Describe in Schedule 0 whether (and It 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: ►THE ORGANIZATION 400 MORRIS AVENUE, SUITE 251
DENVILLE NJ 07834 973-586-4300om Form 990 (2014)
U4 B - 131030103
ALZASSOC W-39 AM
Form 990 (2014) ALZHEIMER'S DISEASE AND RELATED 22-2603592 Page 7Part VII Compensation of Officers , Directors , Trustees , Key Employees , Highest Compensated Employees, and
Independent ContractorsCheck if Schedule 0 contains a response or note to any line in this Part VII ..... ...... q
Section A. Officers , Directors , Trustees , Key Employees , and Highest Compensated Employees1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within theorganization's tax year.
• List at of the organization 's current officers, directors , trustees (whether individuals or organizations), regardless of amount ofcompensation. Enter -0- in columns ( D). (E). and (F) if no compensation was paid.
• List all of the organization's current key employees , if any. See instructions for definition of'key employee ."• 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 theorganization and any related organizations.
• List all of the organization 's former officers, key employees . and highest compensated employees who received more than$100 ,000 of reportable compensation from the organization and any related organizations.
• List at of the organization ' s former directors or trustees that received , in the capacity as a former director or trustee of theorganization , 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 : highestcompensated employees, and former such persons.n PV.._L ...:.. f.....:t ....:r..... ,1..... ., 1'... ,e,.., e.^ i. •r..i...,..,:........ ........J .. ...., R:..... A, .
(A) (B) ICI (0) (E) (F)Name and 7iue Arerape Postan Reportable Reportable Eswnated
hour per (do not deck more mn one compensation eanpensaten from amour of
week box, unless person Is bola an from re ated other(hst any officer and a drectaArustee ) the orpa k ions
2J1093M{SCWcompensation
fr 1%ho,ratwrekited 3 .
orgaNzauon(W-?I,o99-MtSC)
)-( om
an{ratgns ll sp,
Y
3k'
andi nibelow dotted R 6 organ zat o s
(1)KATHLEEN DUGAN2.00
CHAiR• 0.00 X X 0 0 0(2) JAMES JORDAN
2.00.VICE CHAIR 0.00 X X 0 0 0
(3)DONALD F. MOKRA ER2.00..... ....................
TREASURER.....
0.00 X X 0 0 0(4)GLORIA ZAYANSKO KY
2.00SECRETARY 0.00 X X 0 0 0
(5)BARBARA BRISTOW1.00............................... .
DIRECTOR 0.00 X 0 0 0
(s)JAMES FORMISANO1.00
DIRECTOR 0.00 X1 1 0 0 0
(7)GEORGE MULHAUSE1. 00
DIRECTOR
, ,0.00 X 0 0 0
(s)RUSSELL ROTHMAN1.. 00
-DIRECTOR. .
- 0. X 0 0 0
(9)MEREDITH GROCOT ,ESQ.1.00
DIRECTOR 0.00 X 0 0 0
(10)MICHAEL KURAK, SQ.100
DIRECTOR.
0.00 X 0 0 0
(11)TRACEY WOLFMAN. . .. ........ 1.00........... ........ .......
DIRECTOR 0.00 X 0 0 0oM Form VVU (2014)
ALZASSOC 3939 AM
' Form99o (2014) ALZHEIMER'S DISEASE AND RELATED 22-2603592 Page8f Part VIII Section A. Officers , Directors , Trustees , Key Employees , and Highest Compensated Employees (continued)
(A) (a) (C) (D) (E) (F)
Name end We Avaepe Posmon Reportable Reportable Estimatedhours per (do not check mom then one compensation compemflon from a ats t of
week box, unk:al person Is both an From related Other(Est any officer and a directorllnutee ) the
i tborparxzatioos2/l099w MISC
compensationthfhart for
lated_
U n'orp r za n
(W211099 -MISC)- _ )( rom e
a ancal+anreergertizetlombelow dotted
£ o.
If Q
R
pend relatedagenizatans
isle)
(12)SCOTT CLEMENTS1.00
DIRECTOR 0.00 X 0 0 0
(13)ROBERT GOLDSMIT , ESQ.1.00
DIRECTOR 0.00 X 0 0 0
(14)KENNETH C ZAENT
.......... .. .. 4,0.00.PRESIDENT & CEO 0.00 X 124 . 915 0 11 , 639(15)LAURA HOLLY-DIE BACH
4 9...00.RNrMPA VP PROGRAM&SE
.0.00 X 104 , 878 , 0 9 , 360
(16)
.................................. .............
(17)
.. ............................... .............
(18)
................................ ..............
(19)
................................. .............
lb Sub-total ...................................................... ► 229 , 793 20 , 999c Total from continuation sheets to Part VII , Section A ....... ►d Total (add lines lband1c ► 229 , 793 , 20 , 9992 Total number of individuals (including but not limited to those listed above ) who rece ived more than $100,000 of
reportable compensation from the o anization ► 2es o
3 Did the organization list any former officer , director, or trustee , key employee , or highest compensated - Iemployee on line la? If'Yes " complete Schedule J for such individual ...................................................... • 3 X
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 suchindividual 4 X. . . . ... ... .......
5 Did any person listed on line la receive or accrue compensation from any unrelated organization or individual n._.for seritcas rendered to the oroanization? if'Yes ' comoiete Schedule J for such person ..... .......... 5
Section B. Independent Contractors
I Complete this table for your five highest compensated independent contractors that received more than $100,000 ofeftfinn from the nrnenizatinn Rwnnrr , mnaneatinn for the ralanrlar vaar ondinn with or within the nmanizatnn'e tax vear
Name aid bus" address dn)of senMes Canpea
2 Total number of independent contractors (including but not limited to those listed above) whorece ivied more than 5100000 of compensation from the o anization ' 0
-6-AA Form 990 1
ALZASSOC 1D•39 AM
Form 990(2014) ALZHEIMER'S DISEASE AND RELATED 22-2603592 Pace 96 Part V I II Statement of Revenue
Check if Schedule 0 contains a response or note to any line in this Part VIII ................................... q
re e ea entTaef revenre Re at d or unr l ted Rev uei • exempt busk,osa exclucled from taxi hncLOn
revenuerevenue under sscUam
512-51a
to 30 495la Federated campaigns .....
b Membership dues lb -
E c Fundraising events Ic 1,372,563 -
5.2 d Related organizations Id
1^-E
.
.....
e 6oresrneet grants (wielbunms) I e 5 , 126° f AIothero ntrIMM oft. 9ranls• • `t. a"°sl" W y'o'mtsrot riddedabove 1 f 1,663,477
g Nont>ah contrbutbiu Lduded in tines 1a-1t• $ocUZ h Total. Add lines la-1f ......... ............ ► 3,071, 661 - C 3V
C BYeti Code t Z {
2a WORKSHOPS /CONFERENCES/SEMINAR 118 , 308 118 r 308
Z c .... .... . ... .. .vo
.. .. ... ........... .....dE e
.. .
o
. ............... .... ... ..............f All other program service revenue ........
a Total. Add lines 2a-2f ► 118 , 308
3 Investment Income (including dividends , interest,
and other similar amounts) . ► 132 , 711 132 , 711. .......... • ... _ .....
4 Income from investment of tax-exempt bond proceed*
5 Royalties ................... .. ... . ►
6a Gross rents
b Less- rental exp.
C Rental tic, or (bss
(f) Read (a) Personal
d Net rental income or loss ... .. ►7a GMSS amoral (q Seaxuies (9) Other r - :•,r;- - - - .
of assets, rtoW then Invemw 881,073 68,691
b Less , oust or other:^ t c3 • i :r
basis a sates exps 735 , 711 - - 1
c Gain or(loss ) 145,362 68 691
d Net gain or (loss) ........................... ► 214 , 0 3 214 , 053
o 8a Gross income from fundraising events
m (notincluding$ ...1,.372,.5 63
w of contributions reported on fine Ic).
See Part IV, line 18 a
-5 b Less : directexpenses . bV9 , 125 • ' . }
96 412.
;; ~;•c Net Income or (loss)from fundraisin events . ► -87,287 -87,287
9a Gross income from gaming activities.
See Part IV , line 19 a 69 , 236b Less : direct expenses b 8,842.........
c Net income or (loss)from gaming activities 10. 60 394 60,39410a Gross sales of inventory, less
returns and allowances ab Less : cost of goods sold bc Net income or (lo ss) fromsates of invento . . 10- 4 , 081 4 , 081
Miscelaneous Revenue Bwn Code + r i ' • i.
b .. .... ...... ..... . ... .. .. . .. .. ........c ..........................................d AD other revenue .....................
e Total . Add lines 11a-11d 10. i c12 Total revenue . See instructions .... 10, 3 , 513 , 921 1 122 , 389 0 319 , 871
Fm,, 990(2014)D-A
:., . -^- --^:•_ -- s. •-r - _ ^ •j -
4 081
04 B. 13100003
A12ASSOC 10139 AM
Form99D (2014) ALZHEIMER'S DISEASE AND RELATED 22-2603592 Page 10I Part IX I Statement of Functional ExpensesSection 501(c)(3) and 501 (c)(4) organizations must complete all columns . AD other organizations must complete column (A).
Check if Schedule 0 contains a response or note to any line in this Part IX I (
Do not include amounts reported on lines 6b,
7b, 8b, 9b , and 10b of Part Vill .TotaleAnpenses Programsenke
expensesManapementandgeneral expen es
Fin&enlnpexpenses
I Grants andotlierasskta+xendanestcorganlslmns
and danesbc aoyenunents. See Part IV, ane 21
^- - - -`. ^'
2 Grants and other assistance to domesticindividuals . See Part IV, line 22 273 , 814 273 . 814
f
.'. c y
.3 Grants and other assistance to foreign
organizations , foreign governments, and forego
Individuals . See Part N, lines 15 and 16
=! '
Q
t
4 Benefits paid to or for members t . j5 Compensation of current officers , directors,
trustees, and key employees 136 , 538 86 , 019 30 , 038 20 , 481.... . .. . ... . ..
6 Compensation not Included above, to disqualified
persons (as defused under section 4958(1)(1)) and
persons described in section 4958 (cx3)(8) . ,7 Other salaries and wages _ j098 , 179 945 948 27 765 124 466.................8 Pension plan accruals and contdtnrUons (include
section 401(k) and 403(b) employer contributions ) 17 0 0 0 14 2 8 0 6 8 0 2 0 4 09 Other employee benefits 8 6 2 2 9 71 9 9 8 4 15 3 10 0 810 Payroll taxes 123 444 103 174 5 779 14 49111 Fees for services (non-employees):
a Management
b Legal 12 054 10 075 564 i 415c Accounting
.
31 100 14 040 13 820 3 240d Lobbying
e Professional fundraising services . See Part IV , timef Investment management fees , ,
9 Other. (If Ine t 1g amain exceeds 101% of line 25. Cabinn
W amamt, List line 11g expenses on Sdied a o_) 12 , 724 11 277 1 020 427
12 Advertising and promotion
13 Office expenses 123 , 689 103 379 5 790 14 520....,.... ••.14 Informationtechnology 71 978 60 158 3 370 8 45015 Royalties
16 Occupancy 246 021 205 623 11 517 28 88117 Travel 29 682 29 808 1 390 3 48418 Payments of travel or entertainment expense
r any federal , state , or local public officials
19 Conferences , conventions , and meetings 9 9 9 9 9 9 2 6 6 9 6 6 4 1 6 6 620 Interest
.
21 Payments to affiliates 4 7 9 15 4 7 922 Depreciation, depletion, and amortization 1 5 6 0 1 3 0 4 7 3 18 323 Insurance 38 230 31 952 1 790 9 48824 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 0.)
, - • _.. : _ . - = - ,--- :^ . _ -^
Ia CREDIT CARD AND BANK CH 65 , 218 54 , 509 3 . 053 7 , 656b i'dISCELLANEOUS 10 , 458 8 , 740 490 1 , 228C
BAD DEBTS 4 , 165 4 , 165.....................................d .......................................e All other expenses . • ,
QwxA25 Tow tunctionalsx ses. AM ties i l• 24e 9 2 5 61 2 , 129 , 246 111 956 251 . 35926 Joint costs. Complete this line only if the
organization reported in column (B) joint costsfrom a combined educational campaign andlundrasing solicitation . Check here ► [] dfollows SOP 98-2 ASC 95&720..... .. .
oM Form VVU (2014)
0 B.016110003
ALZASSOC 1039 AM
Check if Schedule 0 contains a nesnnnsa or note to anv Iina in this Port Y rT
(A) (B)Beginning of year End of year
I Cash-non-Interest bearing 1
2 Savings and temporary cash investments ........................ ....... 1 , 1 1 4 , 928 2 1 641 18 63 Pledges and grants receivable, net ..................4 Accounts receivable , net 121 3 6 7 4 15 7 7 0 55 Loans and other receivables from current and former officers , directors ,
trustees , key employees , and highest compensated employees.Complete Part II of Schedule L ........................... 5
6 Loans and other receivables from other disqualified persons (as defined under section4958(f)(1)), persons described in section 4958 (c)(3)(B), and contributing employers an ' ,• 'sponsoring organizations of section 501 (c)(9) voluntary employees' beneficiary
.
B organizations (see instructions ). Complete Part It of Schedule LIm
....................7 Notes and loans receivable, net ....................." ............ 7
a.................
8 Inventories for sale or use ....................................... . . 8............ ...9 Prepaid expenses and deferred charges 9 9 912 , 8 9 7 91a Land , buildings , and equipment : cost or ^• r _
other basis . Complete Part VI of Schedule D 10a 192 4 9 4 '' •b Less : accumulated depreciation 10b 190 934 3 120 1c 1 560
11 Investments-publicly traded securities 9 4 2 7 7 11 5 9 2 7 2 0 612 Investments-other securities . See Part IV, 1
.
12
13 Investments program-related. See Part IV , line 11 13
14 Intangible assets
15 Other assets . See Part IV, line 11 18 0 5 7 15 14 2 5 716 Total assets . Add lines 1 throh 15 ust a ual line 34 6 4 7 4 8 1 7 7 5 0 8 9 317 Accounts payable and accrued expenses 6 7 2 17 131 , 30918 Grants payable .................................... .............. 18................19 Deferred revenue ......................................... ...... . . 19.......... ...20 Tax-exempt bond liabilities 2021 Escrow or custodial account liability . Complete Part IV of Schedule D 21
e' 22 Loans and other payables to current and former officers , directors ,
trustees , key employees , highest compensated employees , and,^` ^!• ^-.318 ,t ^. _. ..
.^)'•t:4s''1 • ^.. i`k
disqualified persons. Complete Part t1 of Schedule L 2223 Secured mortgages and notes payable to unrelated third parties 23
24 Unsecured notes and loans payable to unrelated third parties 2425 Other liabilities (including federal income tax. payables to related third .
parties , and other liabilities not included on lines 17-24). Complete Part Xof Schedule D .................... ............ ..................... ...... 25.
2526 Total liabilities . Add tines 17 throw h 271 , 672 26 131 , 309
ie Organizations that follow SFAS 117 (ASC 958 ), check here ► X andcomplete lines 27 through 29, and lines 33 and 34 .
a 27 Unrestricted net assets 6 , 624 , 113 27 7 , 551 , 285m 28 Temporarily restricted net assets ................................... 28 4 0V
...............29 Permanently restricted net assets 9 6 368 , 29 6 8 2 5 9
LL Organizations that do not follow SFAS 11T (ASC 956), check here and
.;; 1 °•? _:- ,j
° complete lines 30 through 34.Y_
.1230 Capital stock or trust principal , or current funds ....... , ... 30
Q 31 Paid-in or capital surplus , or land , building , or equipment fund ....... 31Z
................32 Retained earnings , endowment , accumulated income , or other funds 32...............33 Total net assets or fund balances 6 , 693 , 076 33 7 , 619 , 58434 Total liabilities and net assetsifund balances .. 6 , 964 , 748 , 34 7 , 750 , 893
Form 990 (2014)
0M
Al2ASSOC 10,32 AM
Form990 (2014 ) ALZHEIMER ' S DISEASE AND RELATED 22-2603592 Pace 12Part-XI Reconciliation of Net Assets
Check if Schedule 0 contains a response or note to any line in this Part XI . . .... . . . . . .................................. (1I Total revenue (must equal Part VIII, column (A). fine 12) ...................................... ......... .. . 1 3 . 52
. .Total expenses (must equal Part IX, column (A), line 25) . .. . ... . . . ............ . ............ . .... . ........
. ... 2 2 , 4
$ Revenue less expenses . Subtract line 2 from line 1 . „........ .. 3 1 04 Net assets or fund balances at beginning of year (must equal Part X, line 33 . column (A)) ............... ..... .... 4 6 , 6g Net unrealized gains (losses) on investments . , , .......
.5 -
6 Donated services and use of facilities S7 Investment expenses ................................................................................... ........0 Prior period adjustments ..... ........................................ ................................ ........ 8
9 Other changes in net assets or fund balances (explain in Schedule O) _ . 910 Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X. line
Part Xil Financial Statements and ReportingCheck if Schedule 0 contains a resoonse or note to any line in this Part XII n
I Accounting method used to prepare the Form 990 : q Cash qX Accrual q OtherIf the organization changed its method of accounting from a prior year or checked 'Other,' explain InSchedule 0.
2a Were the organization 's financial statements compiled or reviewed by an independent accountant? .... .. 2a X.......If "Yes, check a box below to indicate whether the financial statements for the year were compiled orreviewed on a separate basis, consolidated basis , or both : -;;^
q Separate basis q Consolidated basis q Both consolidated and separate basis !L
b Were the organization ' s financial statements audited by an independent accountant? ,, 2b XIt "Yes," check a box below to indicate whether the financial statements for the year were audited on a _-separate basis, consolidated basis , or both: Is• . ;
Separate basis q Consolidated basis q Both consolidated and separate basisc 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 X, , , , .If the organization changed either its oversight process or selection process during the tax year, explain in =
Schedule O. i^.
3a As a result of a federal award, was the organization required to undergo an aud it or audits as set forth inthe Single Audit Act and OMB Circular A-133? _ _ . _ _ 3a X
p If 'Yes,* did the organization undergo the required audit or audds7 If the organization did not undergo the
Form 99012014)
DAA
ALZASSOC 19 39 AM
SCHEDULEA Public Charity Status and Public Support OMB to_t545.0047(Form 990 or 990-M Complete It the organ ization is a section 501(c)(3) organization or a section
20144947(a)(1) nonexempt charitable bust
Deparvnen of the rr.aaay ► Attach to Form 990 or Form 990-EZ. Open to Pubticiniamd Rav.r.,e service ► information about Schedule A Form 990 or 99 and Its Instructions Is at wwwJrs. ovlfomt990. :Inspection
xamaair omo ant:.uwn ALZHEIMER'S DISEASE AND RELATED E oyard.emcaeoneumwrDTS()Rf?F.RS AgSN_ _ TMC_- f,RPAT1'.R 7V.T 99-9tifl'2gc(,:)
i part f 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 11, check only one box.)
I A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2 A school described in section 1T0(b)(1)(A)(lI). (Attach Schedule E.)
3 A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(11i).
4 A medical research organization operated in conjunction with a hospital described insect)on 170(b)(1)(A)(11i). Enter the hospdars name.
city. and state: ....... .... ......................... .......... ..........................................................................6 q An organization operated for the benefit of a college or university owned or operated by a governmental unit described in
section 170(b)(1)(A)(iv). (Complete Part I).)
6 q A federal, state, or local government or governmental unit described insection 170(b)(IXA)(v).
7 X An organization that normally receives a substantial part of its support from a governmental unit or from the general public
described in section 170(b)(1)(A)(v).(Complete Part II.)
8 A community trust described in section 170(b)(1)(A)(vi). (Complete Part I).)
9 An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross
receipts from activities related to its exempt functions-subject to certain exceptions, and (2) no more than 33 1/3% of its
support from gross investment income and unrelated business taxable Income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(aX2). (Complete Part 111.)
10 q An organization organized and operated exclusively to test for public safety. See section 509(a)(4).
11 An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of
one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check
the box in lines 119 through 11d that describes the type of supporting organization and complete lines 11e. 11f. and 11g.
a q Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving
the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting
organization. You must complete Part IV, Sections A and B.
b q Type II. A supporting organization supervised or controlled In connection with its supported organization(s), by having
control or management of the supporting organization vested in the same persons that control or manage the supported
organization(s). You must complete Part IV, Sections A and C.
c q Type III functionally Integrated. A supporting organization operated in connection with, and functionally integrated with,
its supported organization(s) (see instructions). You must complete Part IV, Sections A. 0, and E.
d q Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s)
that Is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness
requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e q Check this box if the organization received a written determination from the IRS that It Is a Type I, Type 11, Type III
functionally integrated, or Type III non-functionally Integrated supporting organization.
f Enter the number of supported organizations
Provide the following information about the supported organization(s).
p) Name of nipportedorgarixatlon
p7 EIN (Iiq Type of arpan®uon
(described on tines 1-9above or IRC section
(see iiwueuomp
lhr) b ft organt[atlonfisted in you govelntng
dopment?
(r) Ame fd or monewy
support (see
intWCtbns )
IvQ nmant of
other support (sea
(nstrudron3)
yes WO
(A)
(B)
(C)
(D)
(E)
Total
For Paperwork Reduction Act Notice, see the Instructions for Schedule A (Form 990 or 990-EZ) 2014Form 990 or 990-ELOM
ALZASSOC 10.9 AM
Schedule A(Form 990or990-EZ)2014 ALZHEIMER'S DISEASE AND RELATED 22-2603592 Page2-Part IU Support Schedule for Organizations Described In Sections 170(b)(1)(A)(Iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify underPart III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Calendar year (or fiscal year beginning In) ► (a) 2010 ( b) 2011 (c) 2012 (d) 2013 (e)2014 Total
I Gifts , grants , contributions, andmembership fees received . (Do notInclude any "unusual grants .") 2 717, 612 2 , 721 , 538 2 , 822 , 267 2 1 965 , 680 3 , 071 , 661 14 298, 758
2 Tax revenues levied for theorganization 's benefit and either paidto or expended on its behalf
3 The value of services or facilitiesfurnished by a governmental unit to theorganization without charge . .... .. ,
4 Total. Add lines 1 through 3 2 , 717 , 612 2, 7 21,538 2 , 822 , 267 2 , 965 , 680 3 , 07 1 , 6 61 14 , 298 , 758
6 The portion of total contributions by -T: -" "'^ c • ^ it " '
-each person (other than agovernmental unit or publicly :, c`ti:'c :
.^ ^^z' ` ': •
^'3 ' r, .:z R '::.:;t;i::
Wf-:. .^ 1; ^ t
supported organization ) Included ont .
line 1 that exceeds 2% of the amount^ ^ -'(})shown on line 11, column 's i' -•a i• ',. :s: : t. - i.e: •a •s ^ :. i :^; 'i 74 , 784
6 Public support. Subtract line 5 from line 4. t'' +* ;r i" _ =%.'i:° ; . : _" '!' ,^I ; ;,t+^•• .i 14 , 223 , 974,ecuon ts. I orai 5U on
Calendar year (or fiscal year beginning In ) ► (a) 2010 (b) 2011 (c 2012 (d) 2013 (e) 2014 Total
7 Amounts from fine 4 2 , 717 , 612 2 , 721 , 53 6 2 , 822 , 267 2 , 965 , 680 3 , 071 , 661 14 , 298 , 758
8 Gross income from interest, dividends,
.
payments received on securities loans,rents, royalties and income from similarsources 126 131 117 , 975 93 , 782 10 , 206 132 , 711 480 , 805...................... .. .
9 Net income from unrelated businessactivities , whether or not the businessis regularly carried on . ....... . .....
10 Other income. Do not include gain orloss from the sale of capital assets(Explain in Part VI.) 121 , 387 1 117 , 301 1 105 , 420 1 67 C 907 1 69 236 491,251
11 Total support . Add lines 7 through 10 i 3 '=:a. s 15 260 814
12 Gross receipts from related activities , etc . (see instructions) . ... 12 122 389
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)
14 Public support percentage for 2014 (line 6, column (f) divided by line 11, column (0). .. . .. . .......................... . 14 93.21 %15 Public support percentage from 2013 Schedule A, Part II, line 14 .. . .... . ... • , . , ... , • 15..... ............................ 92.46 %
16a 33 1)3% support test2014. If the organ ization did not check the box on line 13, and line 14 is 33 1/3% or more, check this
box and stop here . The organ iz ation qualifies as a publicly supported organization . , , • . . .. . ... . . . . . . . . ...... . ................. 10, MV....b 33113% support test2013 . If the organization did not check a box on line 13 or 16a, and line 15 is 33 113% or more,
check this box and stop here. The organization qualifies as a publicly supported organ iz ation . .................................. . ► q
17a 10%-facts-and -circumstances test-2014. If the organization did not check a box on line 13, 16a, or 16b, and line 14 Is
10% or more, and if the organ ization meets the `facts-and-circumstances ' test, check this box and stop here. Explain in
Part VI how the organization meets the facts-and-circumstances ' test. The organization qualifies as a publicly supported
organization ...................................................................... ...... ... ........................... ..... ► qb 10%4actsand-circumstances test-2013. If the organization did not check a box on line 13. 16a, 16b, or 17a , and line
15 is 10% or more , and if the organization meets the 'facts-and-circumstances' test, check this box and stop here.
Explain in Part VI how the organization meets the 'facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ..... .... ... ... .... .... ► q
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 . ... .................................................... ..... ► q
Schedule A (Form 990 or 990-EZ) 2014
DAA
04 B. 060 a (03
ALZASSOC 10.39 AM
v_w+cuu,c^p -w--I.- -.1......-1Lll J L1 Jcu-tor ti lVL i[caLt92 r.u G4-40VJJy6 eagea
Part III Support Schedule for Organizations Described in Section 509(a)(2)(Complete only if you checked the box on line 9 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 Il.)
Section A . Public SupportCalendar year (or fiscal year beginning In) ► a 2010 b 2011 c 2012 (d 2013 (o) 2014 Total1 Gifts, grants , contributions , and membership
fees received . (Do not include any 'unusualgrants .') ...............................
2 Gross receipts from admissions , merchandisesot! or seances performed , or faci l itiesfurnished in any activity that is related to theorganization ' s tax-exempt purpose .. ......
3 Gross receipts from activities that are not anunrelated trade or business under section 513
4 Tax revenues levied for theorganlzation s benefit and either paidto or expended on its behaff
5 The value of services or facilitiesfurnished by a governmental unit to theorganization without charge ... , , . , , ,
6 Total . Add lines 1 through 5 .,..,..,
Ta Amounts included on lines 1, 2, and 3received from disqualified persons . ...
b Amounts included on lines 2 and 3received from other than disqualifiedpersons that exceed the greater of $5,000or l%of the amount on roe 13 for the year
c Add lines 7a and 7b
8 Public support (Subtract line 7c fromline 6.)
Section B. Total Su pportCalendar year (or fiscal year beginning in) ► a 2010 b 2011 c 2012 (d) 2013 (e ) 2014 Total
9 Amounts from line 6 ..................
10a Gross income from Intent, dividends,payments received on securities loans, rents.royalties and income from similar sources . .
b Unrelated business taxable income (lesssection 511 taxes) from businessesacquired after June 30, 1975 ..... , ,
c Add lines 10a and 10b
11 Net income from unrelated businessactivities not Included in line 10b, whetheror not the business is regularly carried on
12 Other income. Do not include gain orloss from the sale of capital assets(Explain in Part VI.) ..................
13 Total support. (Add lines 9, 1Oc, 11,
and 12.) ..........................14 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)
oraanization. check this box and stop here - ► n
15 Public support percentage for 2014 (line 8. column (f) divided by line 13, column (f))
17 Investment income percentage for2014 (One 10c , column (f)divided byline 13, column (I)),,,,,,,,,,,,,,,,,,,,,, „_,,,,, 17 %
18 Investment income percentage from 2413 Schedule A, Part Iii, tine 17 18 %....................................................19a 33 113% support tests-2014 . If the organization did not check the box on line 14 , and line 15 is more than 331/3%, and line
17 is not more than 33 113%. check this box and stop here. The organization qualifies as a publicly supported organization ..... .. . ..... ► 0b 33113% support tests-2013. tithe organization did not check a box on line 14 or line 19a, and line 16 is morethan 33113%, and
line 18 is not more than 33 113%. check this box and stop here. The organization qualifies as a publicly supported organization ►H20 Private foundation. If the organization did not check a box on line 14 , 19a, or 19b . check this box and see instructions - . - - - . . ►
Schedule A (Form 990 or 990-EZ) 2014
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Schedule A(Form 990of 990-EZ)2014 ALZHEIMER'S DISEASE AND RELATED 22-2603592 Paae4f Part IV Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections Aand B . If you checked 11 b of Part I, complete Sections A and C. If you checked 11c of Part I, completeSections A, D, and E . If you checked 11d of Part I. complete Sections A and D . and complete Part V.1
1 Are all of the organization 's supported organizations listed by name in the organization's governing Yes Nodocuments? If 'No,' describe In Part VI how the supported organizations are designated . If designated byclass 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 statusunder section 509(a)(1) or (2)? If "Yes ," explain in Part VI how the organization determined that the supportedorganization was described in section 509(a)( 1) or (2). 2
3a Did the organtzation have a supported organization described in section 501(c)(4), (5), or (6)7 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) andsatisfied the public support tests under section 509(a)(2)? If 'Yes," describe in Part VI when and how theorganization made the determination. 3b
c Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)
v(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use. ac4a Was any supported organization not organized in the United States ("foreign supported organization")? If --
"Yes" and if you checked 11a or 11b in Part I, answer (b) and (c) below. 4ab 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 determinationunder sections 501(c)(3) and 509(a)( 1) or (2)? If "Yes," explain In Part VI what controls the organization usedto 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? It "Yes,"answer (b) and (c) below (if applicable). Also, provide detail In Part VI, including ( i) the names and EINnumbers of the supported organizations added , substituted , or removed , (ii) the reasons for each such action, -L i h(iii) the authority under the organization's organizing document authorizing such action, and (iv) how the actionwas accomplished (such as by amendment to the organizing document). biz
b Type I or Type II only. Was any added or substituted supported organization part of a class already • j;^designated in the organization 's organizing document? 5b
c Substitutions only. Was the substitution the result of an event beyond the organization's control? 5c6 Did the organization provide support (whether in the form of grants or the provision of services or facilities ) to
anyone other than (a) its supported organ izations : (b) individuals that are part of the charitable class
benefited by one or more of its supported organizations : or (c) other supporting organizations that alsosupport or benefit one or more of the filing organization 's supported organizations? If "Yes," provide detail in
PartVL 61' Did the organization provide a grant , loan, compensation , or other similar payment to a substantial
contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percentcontrolled entity with regard to a substantial contributor? If "Yes," complete Part I of Schedule L (Form 990). 7
8 Did the organization make a loan to a disqualified person (as defined in section 4958) not described in fine 7?
If "Yes," complete Part I of Schedule L (Form 990). 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 9 (a)) 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 9(a)) have an ownership interest in, or derive any personal benefit __.; is^F
from, assets in which the supporting organization also had an interest? If 'Yes," provide detail in Part VI. 9c
10a Was the organ ization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) -
(regarding certain Type II supporting organizations , and all Type III non-functionally Integrated supporting
organizations)? If 'Yes," answer (b) below. 110a
b Did the organization have any excess business holdings in the tax year? (Use Schedule C. Form 4720, to r f^
Schedule A (Form 990 or 990-EZ) 2014
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A
O
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?
to A family member of a person described in (a) above?
c A 35% controlled entity of a oerson described in (a) or (b) above? If 'Yes" to a. b- or c- provide detail inP.
1 Did the directors, trustees, or membership of one or more supported organizations have the power to Yes No
regularly appoint or elect at least a majority of the organization's directors or trustees at all times during the
tax ear? If "No," describe in Part VI how the supportedy 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 inPart
VI how providing such benefit carried out the purposes of the supported organization(s) that operated.
I 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
I Did the organization provide to each of its supported organizations, by the last day of the fifth month of the
organization's tax year. (1) a written notice describing the type and amount of support provided during the prior tax '
year. (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the
organization's governing documents in effect on the date of notification, to the extent not previously provided?
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 inPart VI how 'sue =
the organization maintained a close and continuous wonting 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
1 Check the box next to the method that the organization used to satisfy the Integral Part Test during the year pee instructions):
a The organization satisfied the Activities Test. Complete line 2 below.
b The organization is the parent of each of its supported organizations. Complete line 3 below.
c The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions).
2 Activities Test. Answer (a) and (b) below. Yes Na
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 inPart Vl Identify j
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 inPart 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
DM
Schedule A (Form 990 or 990-EZ) 2014
04 6 .E D0®10131
ALZASSOC 101.39 AM
1 U Check here if the organization satisfied the integral Part Test as a qualifying trust on Nov. 20.1970.See tnstruttions. All
nthpr Tvoe III non-functionally integrated sunoortmo oroanizations must complete Sections A throuah F_
Section A - Adjusted Net Income (A) Prior Year(B) Current Year
(optiona l)
I Net short-term ca p ital gain 1
2 Recoveries of Prior - ear distributions 2
3 Other gross income (see instructions ) 34 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 Prop" held for production of income see instructions ) 6
7 Other expenses (see instructions 7
6 Ad usted Net Income (subtract lines 5 6 and 7 from line 4) a
Section B - Minimum Asset Amount (A) Prior Year( B) Current Year
(optiona l)
1 Aggregate fair market value of all non-exempt-use assets (see
instructions for short tax year or assets held for part of ar : L= °^ x
J
_71
a Average month value of securities 1a
b Average monthly cash balances 1 b
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
v: J
2 Acquisition Indebtedness applicable to non-exem pt-use assets 2
3 Subtract line 2 from line Id 3
4 Cash deemed held for exempt use. Enter 1-112% of line 3 (for greater amount,
see Instructions ) . 4
6 Net value of non-exem pt-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) S
Section C - Distributable Amount - Current Year
1 Adj usted net income for p rior year (from Section A , line 8 , Column A) 1 ''•
2 Enter 85% of line 1 2
3 Minimum asset amount for p rior y ear from Section B , line 8 , Column A) 3 -
6 Entergreater of line 2 or line 3 4
S Income tax Imposed in prior year 5 -
6 Distributable Amount. Subtract line 5 from line 4. unless subject to
emergency tempora ry reduction (see Instructions )
7 U Check here if the current year is the organization's first as a non-functionally -integrated Type III supporting organization (see
_ instructions).
Schedule A (Form 990 or 990-EZ) 2014
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Schedule A(Form 990or990-EZ)2014 ALZHEIMER'S DISEASE AND RELATED 22-2603592 PagelI• PartV I Tvne III Non-Fu nctionalty Intenrated 509(a ) I31 Sunnortina Oroanizations (continued)Section D - Distributions Current Year
I Amounts pa id to supported org anizations to accomp lish exempt purposes2 Amounts paid to perform activity that directly furthers exempt purposes of supported
organizations , in excess of income from activity
3 Administrative expenses aid to accomplish exempt p u!2oses of supported o anizations4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts rior IRS approval required )8 Other distributions (describe in Part VI . See instructions.
7 Total annual distributions . Add lines 1 throug h 6.
8 Distributions to attentive supported organizations to which the organizat ion is responsive
(provide details in Part VI) . See instructions.
9 Distributable amount for 2014 from Section C tine 6
10 Line 8 amount divided by Une 9 amount
Section E - Distribution Allocations (see Instructions )
(I)
Excess Distributions
(II)
Underdistributions
Pre-2014
(iii)
Distributable
Amount for 2014
I Oistributabta amount for 2014 from Section C . line 6 ; {!-r:. ;. t;^::•''''_
' +i
2 Underdistributions , it any, for years prior to 2014(reasonable cause req uired-see instructions
+- -- - 7;
.i tel:• r...„..••',' -; ,;.F__
'
3 Excess distributions ca rryover. if a ny, to 2014 : IF -.:j X
i%....._...
^^
...,
,'. •: : ;; .,1 t. tit4,.. ~, :.b ! {- ;^.: ; ::1^, ,;^...;. c:t .•+ :ii ; i <, ^1 ^::: ::. °9i' i) r i H;;.,^• , ,e
1•^>^' A!• 7' .l• ^h}irP-+l... , rt,'t - K, ('
R
(
t „ -.!
il, 3.' 1 ^'• i'i i
+
i,:: r. <rss• 1,'•ri^ ••-.. h.' •1:. •{f
7: s : c .^•i ! ,d
.:_`;...^. 1 1 i v:^^. •:! ^ . < arti:,;};'iii ^ T.
e From ;; f. . ^,i'•<.: z• K -• ^;v
f Total of lines 3a throu gh e f •+"+" ''i+' ' ' i. '' " ' .1i
lied to underdistributions of prior years ;; ;i' _;;;ir '!+ • ^i! 4
fi ftptied to 2014 distributable amount mss'-" '+^ "^ Y^^ r t. '^"^;••^n: r '}
I Carryover from 2009 not app lied (see instructions __ ::if " ;.`_ , • ' ' { •`i" ':r+ ___
Remainder. Subtract lines 3h , and 3i from 3f.
_
4 Distributions for 2014 from Section
D line 7: $
„•
'{ ^^ +^3^ Y t ;.••r ' d. +i;E[• i• c- ..i ^e,.-
a Applied to underdistnbutions of rior years ^i • ! ir' ' 1••''i t 'i-•s:il ' •i'r:., ' 4' ? :• )
b Applied to 2014 distributable amount
c Remainder, Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2014 , If
any. Subtract lines 3g and 4a from line 2 (if amount
greater than zero , see instructions).
•i, •._ ., ' ''
'
`'+'•° 31;1 1' ' iC; C
8 Remaining underdistnbutions for 2014 . Subtract lines 3h
and 4b from line 1 (if amount greater than zero, see
instructions ).
, ` t;+ ;,, :
^:i r'• =
;' ; • ' ; ; '' ^+
'I' '+ " ' °'7 Excess distributions carry over to 2015. Add lines 3
and 4c.
8 Breakdown of line 7 "'y":"-"_ L` _ ?`• :;^='`-- ^^"_^a^ -^ •,-
^^, 'i
..
- • •^ ,
'4t' 171
s ' f
1 .„i. r .:.e 1 ', -i.i + - j .
"
ril.•i
C, I...... : _c. v?..:•:-^s r^iiliyr...-4-e b .('r.a•^.++^nrit !.̂ " 'srcra^ .' ` . a::' ._..-..... c.. - --- ="3"" _ ^•' A
d Excess from 2013 .
e Excess from 2014 . + ` i i;"-si„•;;;•, s" _ ri y' °^":^
Schedule A (Form 990 or 990-EZ) 2014
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Schedule A (form 990or990-EZ)2014 ALZHEIMER'S DISEASE AND RELATED 22-2603592 PageaLPart VI Supplemental Information . Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and
Part III, line 12 . Also complete this part for any additional information . (See instructions.)
Part...Ilr...Line..10.,- Other. Income, De,tail .....................................................................
GAMING REVENUES 4 8 1.1............................................................................................ 25.1......... ....................................
.............................................................................................................................................
............................................................. ..............................................................................
.......... ............................................................................... ...........................................
....................................................................................... ........ ................. ................. .
............................................................ .................................................................................
................................................................................................................................................
..................... ............................. ........ ....... ................. .........................................
............................ ........ ....................... ........................ ........................................... ...
...................... ................................ ....... ............................................................. .............
.... .............................................................. ................. ................ ................. ......... ........
.......................... .......................................................................................................................
.............................. ....................................................... ........................................................
......................................................................................................... ..................................
................................................................. ........................................... ..................................
Schedule A (Form 990 or 990-EZM 2014
oAA
134B .eWD1003
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SCHEDULE C Political Campaign and Lobbying Activities OMB No 1545-004(Form 990 or 990-EZ)
For Organizations Exempt From Income Tax Under section 601(c) and section 527 201 4
Depa V eruct the Treasvy01 Complete If the organization Is described below, 11- Attach to Form 990 or Form 990-EL 00-eh toPd5
Irnerr L Reren,e service- 10, Information about Schedule C (Form 990 or 990-EZ) and Its Instructions Is at www.Irs.aov!form990. InsoeCtlon
If the organization answered "Yes," to Form 990, Part IV, line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then• Section 501(c)(3) organizations' Complete Parts I-A and B. Do not complete Part I-C.• Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.• Section 527 organizations: Complete Part I-A only.
if the organization answer d "Yes," to Form 990, Part N, line 4, or Form S90-EZ, Part V1, line 47 (Lobbying Activities), then• Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part It-A. Do not complete Part Il-B.• Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part li-A.
If the organization answered "Yes," to Form 990, Part IV, line 5 (Proxy Tax) (see separate Instructions) or Form 990-EZ, Part V, line 35c (ProxyTax) (see separate instructions), then
Name of organization ALZHEIMER'S DISEASE AND RELATED Employer Identification numberDISORDERS ASSN., INC.- GREATER NJ 22-2603592
:Part I -Al complete it the organization is exempt under section 501(c) or is a section 527 organization.
I Provide a description of the organization 's direct and indirect political campaign activities in Part IV.
2 Political expenditures ► s3 Volunteer hours ...................... .. ....................................................................... .........................
#P_att I-B` Complete if the organization Is exempt under section 501 (c)(3).I Enter the amount of any excise tax incurred by the organization under section 4955 ► $ . ..................2 Enter the amount of any excise tax incurred by organization managers under section 4955 ► $ ......3 If the organization incurred a section 4955 tax, did it file Form 4720 for this year? , _ ,
..................[]Yes [] No. .. , . , .
4a Was a correction made? ................. .......................... ............ []Yes Nob lf'Yes' describe in Part IV.
i.Patt I-CI 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 10. $......... .......2 Enter the amount of the filing organization ' s funds contributed to other organizations for section
527 exempt function activities .... ......... ................ ► $..... . .. ........... .................. ... .. ............. .. ,
3 Total exempt function expenditures . Add lines 1 and 2. Enter here and on Form 1120-POL,line 17b ► $
4 Did the filing organization file Form 1120-POL for this yearl , , , ........ . . _ .. , .. , . ...... El Yes C] No
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 organ ization, such
as a separate s egregated fund or a political action committee (PAC). If additional space is needed provide information in Part IV.
(a) Name (b) Address ( e) ON ( d) Amount paid from
filing organ¢etbn's
hinds. It none, enter -0-.
(e) Mioe tof poiIb l
mAltbulwn$ leih'ed and
FompOy and &rec*y
delivered b a separate
pc ilical orgadra6on. If
none, ender -0-.
(1)
(2)
(3)
(4)
(5)
(6)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EL
AAA
Schedule C (Form 990 or 990-EZ) 2014
104 a. l>m?13 131 3
ALZASSOC 1019 AM
Schedulec(Forma9oor99O-EZ)2o14 ALZHEIMER'S DISEASE AND RELATED 22-2603592 PagetPart 1 1-A j Complete If the organization Is exempt under section 501 (c)(3) and filed Form 5768 (election under
section 501(h)).A Check ► [] if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's
name, address, EIN, expenses, and share of excess lobbying expenditures).B Check ► f if the filing organization checked box A and "limited control' provisions apply.
Limits on Lobbying Expenditures (nFiiv (b) e adITho te rra °eYnPnditiirpe" rneana amnunta nald nr incurred 1 orgarka totals grow 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 tines is and 1b)....... . ....................... ...........d Other exempt purpose expenditurese Total exempt purpose expenditures (add lines 1c and 1d) ... . ........... . .. . .... .
t Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
g Grassroots nontaxable amount (enter 25% of tine 1f)
h Subtract line 1g from line la . If zero or less , -0-
I Subtract line It from line 1c . If zero or less, enter -0-........................ .. ...........
...... .....................J If there Is an amount other than zero on either line 1h
.or line
..11, did the
.organ.ization
.file
.Form
.4720
reporting section 4911 tax for this year? .... ............................ ....... .............................. (l Yes R No
It the amount on line to column (a) orb Is: The lobbying nontaxable amount is:•'i
Not over $500.000 20% of the amount on the le. - T R -'
Over $500,000 but not over S1 000,000 $100000 us 15% of the excess over S500000. • sOver $1 ,000,000 but not over $1,500.000 $175,000 plus 10% of the excess over 51,000.000.
.
Over $1.500,000 but not over 517,000,000 $225.000 us 5% of the excess over $1,500.000.
^Over$17,000.000 $1 000000. '^ J "
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.)
Lono m felt nanures i.urtn 4-Tear Avera to Penoa
Calendar year (or fiscal yearbeginning in) a)2011( (b) 2012 (c) 2013 (d) 2014 (e) Total
2a Lobbying nontaxable amount
b Lobbying ceiling amount
t 50% of line 2a, column a
= r '•`" ' ' "°'"
. i •
i :X,
c Total lobbying expenditures
d Grassroots nontaxable amount
e Grassroots ceiling amount150% of tine 2d , column (e)) - '
f Grassroots lobbying expenditures
Schedule C (Form 990 or 990-EZ) 2014
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SdieduteC( Form 990or990-FZ)2014 ALZHEIMER'S DISEASE AND RELATED 22-2603592 Page3PartII-B Complete If the organization is exempt under section 601(c)(3) and has NOT filed Form 5768
For each "Yes," response to lines 1a through 1 i below , provide in Part IV a detaileddescription of the lobbying activity . Yes No Amount
I Dunng the year. did the filing organization attempt to influence foreign , national , state or locallegislation , including any attempt to influence public opinion on a legislative matter orreferendum , through the use of
a Volunteers? Xb Paid staff or management (include compensation in expenses reported lines 1c through 1i)? X
1
.c Media advertisements? ............................................................ .......... ......... X.d Mailings to members, legislators, or the public? .... .. ..... X..................................a Publications , or published or broadcast statements? X........................... .....................f Grants to other organizations for lobbying purposes? X..................................g Direct contact with legislators , their staffs , government otticials , or a legislative body? Xh Rallies , demonstrations , seminars, conventions, speeches , lectures, or any similar means? X 7 3 4 2............. . ...
Other activities? ..................... X................................................................I Total. Add Ines 1c through 1i 7 , 342
2a Did the activities in line I cause the organization to be not described In section 501(c)(3)? ... . . ... . . . . . . .. .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 filin g organization incurred a seifion 4912 tax , did It file Form 4720 for this year?
I Part Ill-A! Complete If the organization is exempt under section 501 (c)(4), section 501(c)( 5), or section501c6.
Yes No
I Were substantially all (90% or more) dues received nondeductible by members?2 Did the organization make only in-house lobbying expenditures of $2,000 or less? ......
iPart lit-B 3 Complete if the organization is exempt under section 501 (c)(4), section 501(c)( 5), or section501(c)(6) and if either (a) BOTH Part III-A, lines I and 2, are answered "No," OR (b) Part Ill-A, line 3, Isanswered "Yes."
1 Dues, assessments and similar amounts from members ...... .................................................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 .... ...............................................................................................b Carryover from last year
c Total ...................................... .................................................................3 Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues ,,, , , , ,, , , , , , , , ,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? . ..... ........... ............................ . .. ........................
Provide the descriptions required for Part I-A, line 1 : Part I-B , line 4; Part I-C, line 5; Part Ii-A (affiliated group list); Part II-A, lines 1 and2 (see instructions): and Part II-B, line 1 . Also, complete this part for any additional information.
.. Schedule..C.... ?Art ..z1.-8....Line I .........................................................................................
ER' S. AWARENESS,.AND. ISSUES..MEETING „WITH LEGISLATURES. TO..PROMOT...E........ALZHEIM.............
..NATIONAL. PUBLIC..POLICY„FORUM .......................................................................................
oU Schedule C (Form 990 or 990 .EZ) 2014
U4 B .0000®3i
ALZASSOC 1.39 AM
SdheduleC (Formsgoor99o -ez)2D14 ALZHEIMER'S DISEASE AND RELATED 22-2603592 Page4Part IV I Supplemental information (continued)
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Schedule C (Form 990 or 990-EZ) 2014
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