2024-12-16T16:51:18-06:00 2024-06-30 991856619 GRANT THORNTON ADVISORS LLC 171 N CLARK ST STE 200 CHICAGO IL 60601 990 2023-07-01 133039601 ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC ALZH 3123358700 225 N MICHIGAN AVE 17TH FLOOR CHICAGO IL 606017633 MARK LEON CFO & ASST. TREASURER 3123355195 2024-12-16 1 0 BRIDGET ROCHE P00666837 3128560200 2023 2024-10-15 13:58:12Z ALZHEIMER'S ASSOCIATION MARK LEON 225 N MICHIGAN AVE 17TH FLOOR CHICAGO IL 606017633 535939653 0 X WWW.ALZ.ORG X 1980 DE THE ALZHEIMER'S ASSOCIATION LEADS THE WAY TO END ALZHEIMER'S AND ALL (CONTINUED IN SCHEDULE O) OTHER DEMENTIA - BY ACCELERATING GLOBAL RESEARCH, DRIVING RISK REDUCTION AND EARLY DETECTION, AND MAXIMIZING QUALITY CARE AND SUPPORT. 28 28 2261 56856 0 0 408066778 435222156 4460702 6793229 5882413 9213876 -5984591 -7303475 412425302 443925786 86080158 88554469 0 0 219796799 206530947 2957992 2803081 75917354 151348120 158665782 460183069 456554279 -47757767 -12628493 512971086 525774994 220003110 220222251 292967976 305552743 X THE ALZHEIMER'S ASSOCIATION LEADS THE WAY TO END ALZHEIMER'S AND ALL OTHER DEMENTIA - BY ACCELERATING GLOBAL RESEARCH, DRIVING RISK REDUCTION AND EARLY DETECTION, AND MAXIMIZING QUALITY CARE AND SUPPORT. 0 0 111496407 0 3000 CONCERN & AWARENESS - SEE SCHEDULE O FOR DETAILSCONCERN & AWARENESS ALZHEIMER'S IS A PROGRESSIVE, DEGENERATIVE AND ULTIMATELY FATAL DISEASE. TOO FEW AMERICANS UNDERSTAND THE CURRENT AND FUTURE ECONOMIC IMPACT OF ALZHEIMER'S. ALREADY MORE THAN 6 MILLION AMERICANS ARE LIVING WITH ALZHEIMER'S AND AS MANY AS 11 MILLION PEOPLE ARE PROVIDING UNPAID CARE AND SUPPORT. AND THIS MASSIVE GROUP IS IN NEED OF INFORMATION AND RESOURCES.ADVERTISING IS AN INVESTMENT THAT GUARANTEES NAMED PLACEMENTS OF THE ALZHEIMER'S ASSOCIATION'S CORE MESSAGES. ALZHEIMER'S ASSOCIATION ADVERTISEMENTS ARE AVAILABLE IN MULTIPLE FORMATS: TELEVISION, PRINT, RADIO, DIGITAL AND OTHERS, SUCH AS OUT OF HOME. PRIOR TO INVESTING IN AD DEVELOPMENT, THE ALZHEIMER'S ASSOCIATION UNDERTOOK CAREFUL RESEARCH TO IDENTIFY OUR MEDIA TARGET AUDIENCE, UNDERSTAND THEIR PREFERENCE AND, IN TURN, DEVELOP EACH AD BASED ON THEIR AND OTHER FEEDBACK. EACH AD STRIVES TO COMMUNICATE THE REALITIES OF ALZHEIMER'S DISEASE AND TO ENSURE THAT PEOPLE KNOW THAT THE ALZHEIMER'S ASSOCIATION IS AVAILABLE TO HELP, DAY OR NIGHT, AND HOW TO CONTACT US OR GET INVOLVED IN THE FIGHT AGAINST ALZHEIMER'S DISEASE.THE ALZHEIMER'S ASSOCIATION HAS INVESTED IN EDUCATION CAMPAIGNS AND INITIATIVES TO INCREASE CONCERN ABOUT ALZHEIMER'S DISEASE AND AWARENESS OF THE ALZHEIMER'S ASSOCIATION COMMUNICATING OUR ROLE AS LEADERS OF THE CAUSE. THE ALZHEIMER'S ASSOCIATION UNDERTAKES NUMEROUS INITIATIVES AND CREATES MARKETING AND ADVERTISING CAMPAIGNS TO INCREASE AWARENESS ABOUT ALZHEIMER'S DISEASE AND THE ASSOCIATION AS THE LEADING VOLUNTARY HEALTH ORGANIZATION IN ALZHEIMER'S CARE, SUPPORT AND RESEARCH. THE INITIATIVES AND CAMPAIGNS TAKE PLACE EITHER YEAR-ROUND OR DURING SPECIFIC TIME PERIODS. KEY MESSAGES INCLUDE THE IMPORTANCE OF EARLY DETECTION, RESOURCES FOR PEOPLE WITH ALZHEIMER'S AND THEIR FAMILIES, AND THE SOCIETAL IMPACT OF THE DISEASE. MILLIONS OF CONSTITUENTS PARTICIPATED IN OUR PROGRAMS IN LOCAL COMMUNITIES AND ON-LINE.THE ALZHEIMER'S ASSOCIATION HAS IDENTIFIED THE HISPANIC/LATINO COMMUNITY AS A NATIONWIDE PRIORITY DIVERSE AUDIENCE, FURTHER DRIVING OUR STRATEGY TO PROVIDE SPANISH-LANGUAGE MATERIALS. WE ALSO RECOGNIZE THAT CHAPTERS AND OTHER DEPARTMENTS ACROSS PILLARS MAY IDENTIFY THE NEED FOR MATERIALS IN LANGUAGES SPOKEN BY COMMUNITIES WITHIN THEIR GEOGRAPHIC LOCATIONS. THE ALZHEIMER'S ASSOCIATION HAS DEVELOPED THE TRANSLATION STRATEGY AND PROCESS GUIDE TO ASSIST DEPARTMENTS IN MEETING THEIR LOCAL TRANSLATION NEEDS WHILE MAINTAINING CONSISTENT ALZHEIMER'S ASSOCIATION MESSAGING. 105584817 76647751 6129993 RESEARCH - SEE SCHEDULE O FOR DETAILSRESEARCH THE ALZHEIMER'S ASSOCIATION IS AT THE FOREFRONT OF THE ALZHEIMER'S SCIENTIFIC FIELD, GLOBALLY CONNECTING RESEARCHERS IN THE QUEST TO FIND METHODS OF TREATMENT, PREVENTION AND A CURE. THE ALZHEIMER'S ASSOCIATION IMPLEMENTS AN AGGRESSIVE GLOBAL RESEARCH AND SCIENCE PROGRAM STRATEGICALLY DESIGNED TO ACCELERATE PROGRESS BY FOSTERING INNOVATION, IDENTIFYING AND CLOSING CRITICAL KNOWLEDGE GAPS, DEVELOPING AND DISSEMINATING TOOLS, AND NURTURING SCIENTIFIC TALENT.AS THE LARGEST NONPROFIT FUNDER OF ALZHEIMER'S RESEARCH, THE ALZHEIMER'S ASSOCIATION IS COMMITTED TO ACCELERATING THE GLOBAL PROGRESS OF NEW TREATMENTS, PREVENTIONS AND, ULTIMATELY, A CURE. WITH OVER 20 FUNDING PROGRAMS OFFERED ACROSS THE ENTIRE SPECTRUM OF SCIENCE TO INVESTIGATORS AT ALL CAREER-LEVELS, THE ALZHEIMER'S ASSOCIATION IS CURRENTLY COMMITTED TO OVER $405 MILLION TO OVER 1,100 PROJECTS IN 56 COUNTRIES. IN ADDITION, THE ALZHEIMER'S ASSOCIATION'S PART THE CLOUD FUNDING PROGRAM IS DESIGNED TO ACCELERATE THE TRANSITION OF POTENTIAL THERAPIES FROM LABORATORY TESTING TO CLINICAL TRIALS. SINCE 2012, THE PART THE CLOUD INITIATIVE HAS RAISED AND INVESTED MORE THAN $68 MILLION IN ALZHEIMER'S TRANSLATIONAL RESEARCH TO ACCELERATE SCIENTIFIC PROGRESS IN ALZHEIMER'S RESEARCH BY FUNDING THE MOST PROMISING EARLY PHASE CLINICAL STUDIES.THE ALZHEIMER'S ASSOCIATION SEEKS TO FUND AND ADVANCE BEST-IN-CLASS RESEARCH AND WORKS WITH COLLABORATORS AROUND THE GLOBE FROM ALL SECTORS TO HASTEN THIS PROGRESS. AN EXAMPLE OF THE HIGH RISK, HIGH REWARD FUNDING, THE ALZHEIMER'S ASSOCIATION FUNDED THE DEVELOPMENT OF THE NOW FDA APPROVED PITTSBURGH COMPOUND B (PIB), THE FIRST RADIOTRACER CAPABLE OF SHOWING BETA-AMYLOID IN THE LIVING BRAIN DURING A POSITRON EMISSION TOMOGRAPHY (PET) SCAN. IDENTIFYING BETA-AMYLOID IN THE LIVING BRAIN CAN BE USED TO SUPPORT THE DIAGNOSIS OF ALZHEIMER'S AND ALSO LETS RESEARCHERS DETERMINE IF AN EXPERIMENTAL DRUG SUCCESSFULLY DECREASES THIS HALLMARK ALZHEIMER'S PROTEIN PROVIDING INVALUABLE INFORMATION ABOUT DISEASE PROGRESSION. ANOTHER EXAMPLE, THE ALZHEIMER'S ASSOCIATION U.S. STUDY TO PROTECT BRAIN HEALTH THROUGH LIFESTYLE INTERVENTION TO REDUCE RISK (U.S. POINTER) IS A TWO-YEAR CLINICAL TRIAL TO EVALUATE WHETHER LIFESTYLE INTERVENTIONS THAT SIMULTANEOUSLY TARGET MANY RISK FACTORS PROTECT COGNITIVE FUNCTION IN OLDER ADULTS WHO ARE AT INCREASED RISK FOR COGNITIVE DECLINE. U.S. POINTER IS THE FIRST STUDY OF ITS KIND TO BE CONDUCTED IN A LARGE DIVERSE AND REPRESENTATIVE GROUP OF AMERICANS ACROSS THE COUNTRY WHICH IS EXPECTED TO REPORT RESULTS IN JULY 2025. THE ALZHEIMER'S ASSOCIATION HAS ALSO LAUNCHED THE NATION'S FIRST ALZHEIMER'S NETWORK FOR TREATMENT AND DIAGNOSTICS (ALZ-NET) WHICH IS A VOLUNTARY HEALTH CARE PROVIDER-ENROLLED PATIENT NETWORK THAT COLLECTS CLINICAL AND SAFETY DATA FOR PATIENTS TREATED WITH NEW FDA-APPROVED ALZHEIMER'S DISEASE THERAPIES, AND TRACKS THE LONG-TERM HEALTH OUTCOMES ASSOCIATED WITH THEIR USE IN REAL-WORLD SETTINGS. ALZ-NET IS A RESOURCE FOR EVIDENCE GATHERING, INFORMATION SHARING AND EDUCATION ACROSS THE CLINICAL AND RESEARCH COMMUNITIES TO HELP IMPROVE BRAIN HEALTH OUTCOMES FOR PATIENTS.THE ALZHEIMER'S ASSOCIATION HAS BEEN A CATALYST AND CONVENER FOR MORE THAN 40 YEARS. THE ALZHEIMER'S ASSOCIATION OFFERS YEAR-ROUND OPPORTUNITIES FOR THE SCIENTIFIC COMMUNITY TO NETWORK AND LEARN ABOUT ALZHEIMER'S AND DEMENTIA RESEARCH. EVENTS INCLUDE THE ALZHEIMER'S ASSOCIATION INTERNATIONAL CONFERENCE (AAIC) - THE WORLD'S LARGEST MEETING DEDICATED TO ADVANCING DEMENTIA SCIENCE - AND A VARIETY OF IN-PERSON AND VIRTUAL CONFERENCES, SYMPOSIA AND OTHER EVENTS. A PART OF THE AAIC MENU OF YEAR-ROUND EVENTS INCLUDES: - AAIC NEUROSCIENCE NEXT: A GLOBAL, NO-COST CONFERENCE THAT AIMS TO SUPPORT AND SHOWCASE THE NEXT GENERATION OF ALZHEIMER'S AND DEMENTIA RESEARCHERS AND CLINICIANS. THE PROGRAM IS PRESENTED IN A "HYBRID HUB" FORMAT THAT CONNECTS BOTH GLOBAL AND LOCAL COMMUNITIES.- AAIC ADVANCEMENTS OFFERS A FORUM FOR FOCUSED INFORMATION AND DISCUSSION ON TOPICS CRITICAL TO MOVING ALZHEIMER'S AND DEMENTIA RESEARCH FORWARD. TOPICS HAVE INCLUDED APOE, IMMUNITY, MODERNIZING DIAGNOSIS, EXPLORING EQUITY IN DIAGNOSIS AND MORE.- AAIC SATELLITE SYMPOSIUM MEETINGS SPOTLIGHT ALZHEIMER'S AND DEMENTIA RESEARCH WITHIN A SPECIFIC REGION, INCLUDING MEETINGS IN AFRICA, LATIN AMERICA AND MORE. SELECT AAIC SATELLITE SYMPOSIA ARE HOSTED IN PARTNERSHIP WITH THE GLOBAL BRAIN HEALTH INSTITUTE.CONVENING GOES BEYOND MEETINGS, AND BRINGING TOGETHER THE BROADER ECOSYSTEM THROUGH COMMON AREAS OF INTEREST IS ESSENTIAL TO DRIVING FORWARD PROGRESS. A CLEAR EXAMPLE, THE ALZHEIMER'S ASSOCIATION INTERNATIONAL SOCIETY TO ADVANCE ALZHEIMER'S RESEARCH AND TREATMENT (ISTAART) IS A DIVERSE GLOBAL NETWORK OF SCIENTISTS, CLINICIANS AND DEMENTIA PROFESSIONALS. MEMBERS OF THIS PROFESSIONAL ORGANIZATION SHARE COMMON GOALS: THE PURSUIT OF KNOWLEDGE, COLLABORATION AND BREAKTHROUGHS TO ADVANCE THE RESEARCH AND TREATMENT OF ALZHEIMER'S DISEASE AND OTHER DEMENTIAS.SHARING OF SCIENTIFIC INFORMATION AND DISCOURSE HAPPENS IN A NUMBER OF VENUES, INCLUDING AAIC, THE AAIC FAMILY OF MEETINGS, ISTAART, BUT ALSO IN SCIENTIFIC PUBLICATIONS. ALZHEIMER'S & DEMENTIA: THE JOURNAL OF THE ALZHEIMER'S ASSOCIATION, IS THE LEADING PEER-REVIEWED, MONTHLY JOURNAL IN ALZHEIMER'S AND DEMENTIA. IN ADDITION, THE ALZHEIMER'S ASSOCIATION'S JOURNAL FAMILY INCLUDES THREE OTHER OPEN-ACCESS JOURNALS. COLLABORATION IS ESSENTIAL WHEN RESEARCHING TREATMENTS AND DIAGNOSTIC BIOMARKERS FOR ALZHEIMER'S DISEASE AND OTHER NEURODEGENERATIVE DISEASES. THE ALZHEIMER'S ASSOCIATION CONVENES SEVERAL CONSORTIA WHERE RESEARCHERS FROM INDUSTRY, ACADEMIA, AND GOVERNMENT SCIENTISTS ARE ADVANCING OUR UNDERSTANDING, DIAGNOSING, AND TREATMENTS FOR ALZHEIMER'S AND ALL OTHER DEMENTIA. EXAMPLES OF THIS INCLUDE THE ALZHEIMER'S ASSOCIATION RESEARCH ROUNDTABLE (AARR), THE ALZHEIMER'S ASSOCIATION BUSINESS CONSORTIUM (AABC), AND THE GLOBAL BIOMARKER STANDARDIZATION CONSORTIUM (GBSC). 99375635 1784326 652986 CARE, SUPPORT AND RISK REDUCTION - SEE SCHEDULE O FOR DETAILSCARE, SUPPORT AND RISK REDUCTION THE PROGRAMS AND SERVICES OF THE ALZHEIMER'S ASSOCIATION ARE DESIGNED TO PROVIDE EDUCATION, INFORMATION, SUPPORT, AND RESOURCES IN ORDER TO HELP INDIVIDUALS WITH ALZHEIMER'S, THEIR FAMILIES, AND CAREGIVERS, TO NAVIGATE THE LONG AND COMPLICATED JOURNEY THROUGH ALZHEIMER'S DISEASE AND OTHER DEMENTIAS. THE ALZHEIMER'S ASSOCIATION'S PROGRAMS AND SERVICES ARE OFFERED IN PERSON, BY PHONE AND ONLINE. IN CHAPTERS THROUGHOUT THE COUNTRY, CONSTITUENTS CAN ATTEND EDUCATION PROGRAMS AND SUPPORT GROUPS, RECEIVE PERSONALIZED CARE CONSULTATION, AND ENGAGE IN EARLY-STAGE PROGRAMS.THE ALZHEIMER'S ASSOCIATION WORKS TO IMPROVE THE QUALITY OF DEMENTIA CARE ON EVERY LEVEL, BY CONVENING EXPERTS TO SET STANDARDS OF CARE, BY EDUCATING INDIVIDUALS AND THEIR CAREGIVERS, BY PROVIDING TRAINING AND CONTINUING EDUCATION FOR CARE PROFESSIONALS, AND BY PARTNERING WITH HEALTH SYSTEMS AND PUBLIC AGENCIES TO ENACT SYSTEMS CHANGE. UNIQUE PROGRAMMING OPPORTUNITIES INCLUDE DIRECT TRAINING TO PROVIDERS THROUGH ESSENTIALZ, VIDEO-BASED EDUCATION THROUGH PROJECT ECHO AND CARE PROVIDER COMMUNITY COACHING. IN ADDITION, THE JOINT COMMISSION MEMORY CARE CERTIFICATION, DEVELOPED IN COLLABORATION WITH THE ALZHEIMER'S ASSOCIATION, HELPS NURSING CARE CENTERS AND ASSISTED LIVING COMMUNITIES IMPROVE CARE FOR PEOPLE LIVING WITH DEMENTIA.THE ALZHEIMER'S ASSOCIATION'S WEBSITE (WWW.ALZ.ORG) RECEIVES MORE THAN 32 MILLION VISITS A YEAR. ONLINE PROGRAMS INCLUDE ON-DEMAND EDUCATION PROGRAMS, AN ONLINE COMMUNITY, AN INTERACTIVE BRAIN TOUR (AVAILABLE IN 15 LANGUAGES), ACCESS TO COMPREHENSIVE DISEASE INFORMATION, PORTALS IN SPANISH, CHINESE, VIETNAMESE, JAPANESE, AND KOREAN; A VIRTUAL LIBRARY, A SAFETY CENTER, AND A SECTION DEVELOPED SPECIFICALLY FOR PEOPLE LIVING WITH ALZHEIMER'S, WITH INPUT FROM PEOPLE IN THE EARLY STAGES OF ALZHEIMER'S DISEASE AND THEIR CARE PARTNERS.IN ORDER TO MEET THE NEEDS OF CONSTITUENTS WHO RELY ON THE WEB FOR INFORMATION AND SUPPORT, THE ALZHEIMER'S ASSOCIATION OFFERS A ROBUST CAREGIVER CENTER. COMMUNITY RESOURCE FINDER CONNECTS PEOPLE WITH LOCAL RESOURCES, SUPPORT GROUPS, COMMUNITY PROGRAMS AND SERVICES. FAMILIES AND CAREGIVERS CAN ACCESS ALZNAVIGATOR, AN INNOVATIVE TOOL TO HELP CAREGIVERS AND PEOPLE WITH DEMENTIA EVALUATE THEIR NEEDS, CREATE A CUSTOMIZED ACTION PLAN AND LINK TO INFORMATION, SUPPORT AND LOCAL RESOURCES FOR INDIVIDUALS LIVING WITH ALZHEIMER'S. ALZCONNECTED IS A FREE ONLINE COMMUNITY/MESSAGE BOARD FOR EVERYONE AFFECTED BY ALZHEIMER'S OR ANOTHER DEMENTIA. INDIVIDUALS LIVING WITH ALZHEIMER'S, CAREGIVERS, FAMILY MEMBERS AND FRIENDS CAN ASK QUESTIONS, GET ADVICE AND FIND SUPPORT.THROUGH THE ALZHEIMER'S ASSOCIATION'S HELPLINE, AVAILABLE 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS A YEAR, INDIVIDUALS WITH ALZHEIMER'S DISEASE, THEIR FAMILIES AND CAREGIVERS CAN TALK TO A SPECIALIST TO HELP NAVIGATING A VARIETY OF NEEDS AND SITUATIONS. FOR MORE COMPLICATED OR URGENT SITUATIONS, MASTER'S-LEVEL DEMENTIA EXPERTS ARE AVAILABLE TO PROVIDE INDIVIDUALIZED, SOLUTION-FOCUSED ACTION PLANS TO ADDRESS CONSTITUENT'S INDIVIDUAL NEEDS. ADDITIONALLY, CALLS CAN BE HANDLED IN OVER 200 DIFFERENT LANGUAGES THROUGH THE USE OF A PROFESSIONAL LANGUAGE LINE AND THROUGH A TELECOMMUNICATIONS RELAY SERVICE (TRS) FOR PEOPLE WHO ARE DEAF, HARD OF HEARING OR SPEECH IMPAIRED. THE HELPLINE CAN BE REACHED ANYTIME BY PHONE OR ONLINE AT WWW.ALZ.ORG OR BY LIVE CHAT FROM 7AM TO 7PM CT. THE HELPLINE RECEIVES APPROXIMATELY 200,000 CALLS EVERY YEAR.THE ALZHEIMER'S ASSOCIATION CONVENES AN EARLY-STAGE ADVISORY GROUP WHOSE MEMBERS RAISE AWARENESS ON A NATIONAL LEVEL, ADVOCATE FOR THE CAUSE, AND PROVIDE GUIDANCE AND REVIEW OF PROGRAMS AND SERVICES. THE ALZHEIMER'S ASSOCIATION ALSO CONVENES EXPERTS FROM ACROSS ACADEMIA, RESEARCH AND INDUSTRY, HOSTING CRITICAL CONVERSATIONS AIMED AT ADVANCING RESEARCH AND POLICY AS WELL AS IMPROVING THE CARE AND SUPPORT AVAILABLE TO THOSE LIVING WITH OR FACING ALZHEIMER'S OR ANOTHER DEMENTIA. THESE INCLUDED THE ALZHEIMER'S ASSOCIATION INNOVATION ROUNDTABLE, THE RESEARCH ROUNDTABLE, DEMENTIA CARE PROVIDER ROUNDTABLE AND DEMENTIA CARE NAVIGATION ROUNDTABLE. THE ALZHEIMER'S ASSOCIATION SUPPORTS BRAIN HEALTH ACROSS THE LIFESPAN, INCLUDING PROMOTING RISK REDUCTION FOR COGNITIVE DECLINE AND DEMENTIA THROUGH THE DEVELOPMENT AND DISSEMINATION OF 10 HEALTHY HABITS FOR YOUR BRAIN, COMMUNITY-BASED AND VOLUNTEER-LED EDUCATIONAL PROGRAMING, AND NATIONAL LEADERSHIP THROUGH THE BOLD PUBLIC HEALTH CENTER OF EXCELLENCE ON DEMENTIA RISK REDUCTION. THIS INFORMATION IS DISSEMINATED TO BROAD AND DIVERSE AUDIENCES VIA THE WEB, SOCIAL MEDIA, THE ASSOCIATION'S 24/7 CONTACT CENTER, CHAPTER NETWORKS AND HEALTH DEPARTMENTS NATIONWIDE. 42166432 10122392 7250 OTHER (DIVERSITY & INCLUSION, PUBLIC POLICY, & MISSION ENGAGEMENT)PUBLIC POLICY: AS ALZHEIMER'S DISEASE THREATENS TO BANKRUPT FAMILIES, BUSINESSES AND OUR HEALTHCARE SYSTEM, SCIENTISTS ARE MOVING CLOSER TO FINDING BETTER TREATMENTS THAT COULD ALTER THE COURSE OF THE DISEASE. THE ALZHEIMER'S ASSOCIATION ADVOCATES FOR PUBLIC POLICIES AIMED AT ADVANCING RESEARCH TOWARD BETTER THERAPIES, DETECTION, METHODS OF PREVENTION AND ULTIMATELY A CURE, AS WELL AS FOR BETTER CARE AND RESOURCES, AND HEALTH AND LONG-TERM COVERAGE TO ENSURE HIGH QUALITY COST EFFECTIVE CARE FOR PEOPLE WITH ALZHEIMER'S DISEASE AND THEIR FAMILIES. MORE THAN 600,000 GRASS ROOTS ALZHEIMER'S ASSOCIATION ADVOCATES SPEAK UP FOR THE NEEDS AND RIGHTS OF PEOPLE WITH ALZHEIMER'S AND THEIR FAMILIES, AND ENCOURAGE CONGRESS TO INCREASE FUNDING FOR RESEARCH AND CARE. PUBLIC POLICY ACTIVITIES ALSO INCLUDE COLLABORATING WITH OTHER ORGANIZATIONS TO IMPROVE QUALITY CARE AND RAISE AWARENESS OF KEY ISSUES.DIVERSITY & INCLUSION: THE ALZHEIMER'S ASSOCIATION BELIEVES THAT ENGAGING DIVERSE PERSPECTIVES IS CRITICAL TO ACHIEVING HEALTH EQUITY, MEANING THAT ALL COMMUNITIES HAVE A FAIR AND JUST OPPORTUNITY FOR EARLY DIAGNOSIS AND ACCESS TO RISK REDUCTION AND QUALITY CARE. UNDERREPRESENTED AND UNDERSERVED COMMUNITIES ARE DISPROPORTIONATELY IMPACTED BY ALZHEIMER'S AND DEMENTIA, AND YET ARE LESS LIKELY TO BE DIAGNOSED; LESS LIKELY TO BE RECRUITED TO PARTICIPATE IN RESEARCH; AND LESS LIKELY TO HAVE ACCESS TO CARE AND SUPPORT SERVICES. THIS IS UNACCEPTABLE AND MUST CHANGE. WE ARE LEADING THE WAY BY DEVELOPING STRATEGIC PARTNERSHIPS WITH TRUSTED NATIONAL AND LOCAL ORGANIZATIONS TO CREATE A PATHWAY TO GREATER HEALTH EQUITY, MISSION ENGAGEMENT AND INCLUSION FOR EVERYONE. THE ALZHEIMER'S ASSOCIATION IS BUILDING AN ORGANIZATIONAL CULTURE OF UNDERSTANDING WHILE PURSUING DIVERSITY, EQUITY AND INCLUSION THROUGH EDUCATION AND POLICIES. THE ALZHEIMER'S ASSOCIATION IS COMMITTED TO PROVIDING ALL COMMUNITIES WITH RESOURCES AND EDUCATION TO REALIZE OUR VISION OF A WORLD WITHOUT ALZHEIMER'S AND ALL OTHER DEMENTIA.MISSION ENGAGEMENT: THE ALZHEIMER'S ASSOCIATION FOCUSES ON MISSION-RELATED PRODUCTS AND SOLUTIONS DEVELOPMENT TO REACH MORE PEOPLE IN NEW AND INNOVATIVE WAYS, SUPPORTING ALL THOSE FACING ALZHEIMER'S AND OTHER DEMENTIA, PROVIDING OR INFLUENCING THEIR CARE AND THOSE ACCELERATING SCIENCE.THE TOTAL EXPENSES, GRANTS, AND REVENUE RELATED TO THE PROGRAMS DESCRIBED ABOVE ON PART III, LINE 4D ARE AS FOLLOWS: 42166432 10122392 7250 358623291 1 0 0 1 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 1 1 0 1 1 1 0 1 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 1 1 0 1 1419 0 1 2261 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY LA MA MD MI MN MS NH NJ NM NY NC ND OR PA RI SC TN UT VA WA WV WI X X X MARK LEON CFO & ASST TREASURER 3123355195 225 N MICHIGAN AVE 17TH FLOOR CHICAGO IL 606017633 SARAH LORANCE CHAIR 12.00 0.00 X X 0 0 0 KARYNE JONES DIRECTOR (THRU 10/2023); VICE CHAIR 12.00 0.00 X X 0 0 0 MINOO JAVANMARDIAN VICE CHAIR (THRU 10/23); CHAIR ELECT 12.00 0.00 X X 0 0 0 DEBRA PIERSON SECRETARY 10.00 0.00 X X 0 0 0 DEAN BRENNER TREASURER (AS OF 10/2023); DIRECTOR 10.00 0.00 X X 0 0 0 BRUCE BAUDE TREASURER (THRU 10/2023); DIRECTOR 10.00 0.00 X X 0 0 0 ALEX TSAO DIRECTOR 5.00 0.00 X 0 0 0 ANDREW DAHLKEMPER DIRECTOR (THRU 10/2023) 5.00 0.00 X 0 0 0 BRET HILL DIRECTOR (AS OF 10/2023) 5.00 0.00 X 0 0 0 BRUCE LAMB DIRECTOR 5.00 0.00 X 0 0 0 CHUCK GARRETT DIRECTOR (AS OF 10/2023) 5.00 0.00 X 0 0 0 CYNTHIA MOORE-HARDY DIRECTOR (AS OF 10/2023) 5.00 0.00 X 0 0 0 DAVID GONZALES DIRECTOR 5.00 0.00 X 0 0 0 DAVID HUNTER DIRECTOR (THRU 10/2023) 5.00 0.00 X 0 0 0 DEREK VAN AMERONGEN DIRECTOR 5.00 0.00 X 0 0 0 DON PLAUS DIRECTOR 5.00 0.00 X 0 0 0 DOZENE GUISHARD DIRECTOR 5.00 0.00 X 0 0 0 EILEEN KAMERICK DIRECTOR (THRU 10/2023) 5.00 0.00 X 0 0 0 ELIZABETH SHIH DIRECTOR 5.00 0.00 X 0 0 0 W GABRIEL DE LA ROSA DIRECTOR 5.00 0.00 X 0 0 0 GEOFF HEREDIA DIRECTOR 5.00 0.00 X 0 0 0 GEORGE WALZ DIRECTOR 5.00 0.00 X 0 0 0 IRENE SUDAC DIRECTOR 5.00 0.00 X 0 0 0 JOE ARCINIEGA DIRECTOR 5.00 0.00 X 0 0 0 JOSEPH JOE MONTMINY DIRECTOR (THRU 10/2023) 5.00 0.00 X 0 0 0 JULIA WALLACE DIRECTOR (THRU 10/2023) 5.00 0.00 X 0 0 0 MIKAELA LOUIE DIRECTOR 5.00 0.00 X 0 0 0 NANCY WESTCOTT DIRECTOR 5.00 0.00 X 0 0 0 NICOLE WALKER DIRECTOR 5.00 0.00 X 0 0 0 REBECCA CHOPP DIRECTOR (AS OF 10/2023) 5.00 0.00 X 0 0 0 RUSHERN BAKER DIRECTOR (AS OF 10/2023) 5.00 0.00 X 0 0 0 RYAN MUNDY DIRECTOR (THRU 10/2023) 5.00 0.00 X 0 0 0 TONY GONZALES DIRECTOR 5.00 0.00 X 0 0 0 WENDY DRUMMOND DIRECTOR 5.00 0.00 X 0 0 0 WILLIAM THOMAS DIRECTOR 5.00 0.00 X 0 0 0 KATHERINE JOANNE PIKE PRESIDENT/CEO 60.00 0.75 X 943223 16755 73624 RICHARD HOVLAND CFO (TO 7/17/23); COO (THRU 1/24) 60.00 0.02 X 721117 440 104464 ANTHONY D'AMATO - ASST SECY VP, LEGAL & GENERAL COUNSEL 60.00 0.23 X 392289 2554 50233 BARBARA PRYOR CHIEF ADMIN OFFICER (AS OF 10/23) 60.00 0.00 X 62699 0 10013 MARK LEON CFO & ASST. TREASURER (AS OF 7/23) 60.00 0.00 X 170595 0 24307 DONNA MCCULLOUGH - CHIEF MISS & FIELD OPS OFR (THRU 1/24); COO 60.00 0.07 X 823158 1463 94668 MARIA CARRILLO CHIEF SCIENCE OFFICER 60.00 0.00 X 891671 0 86335 ROBERT EGGE CHIEF PUBLIC POLICY OFFICER 60.00 1.41 X 812210 28267 117089 KENANN CASSIDY EAST AREA LEADER 60.00 0.00 X 580979 0 84126 CARL HILL CHIEF DE&I OFFICER 60.00 0.00 X 461901 0 73685 ERIC VANVLYMEN AREA LEADER WEST 60.00 0.00 X 447632 0 75091 HARRY JOHNS FORMER CHIEF EXECUTIVE OFFICER 0.00 0.00 X 898987 0 36300 MICHELLE HELTON VP, FINANCIAL OPERATIONS 60.00 0.00 X 380142 0 76381 7586603 49479 906316 432 1 1 0 NAVISTAR DIRECT MARKETING LLC 4612 NAVISTAR DRIVE FREDERICK MD 21703 DIRECT MARKETING 17665823 NEVER WITHOUT LLC 580 TANACREST ATLANTA GA 30328 ADVERTISING 6447792 HAWORTH MARKETING & MEDIA LLC 45 S 7TH STREET SUITE 2400 MINNEAPOLIS MN 55402 ADVERTISING 4146903 MOORE A SERIES LLC 4200 PARLIAMENT PLACE STE 300 LANHAM MD 20706 PROFESSIONAL FUNDRAISING 3177057 STAGE RIGHT INC 13610 BOULTON BLVD METTAWA IL 60045 AUDIO VISUAL 2855645 146 543247 33591714 30531352 370555843 11115174 435222156 PROGRAM CONFERENCES 611710 5479384 5479384 JOURNAL 513120 774428 774428 SAFE RETURN REG. FEES 611710 468142 468142 CAREGIVER TRAINING 611710 71275 71275 6793229 10963468 10963468 82264 82264 75523845 877921 77398946 752412 -1875101 125509 -1749592 -1749592 4621034 33591714 13578420 -8957386 -8957386 105559 39467 66092 66092 143406 244622 -101216 -101216 STATE SPONSORED REV 900099 1276913 1276913 MISCELLANEOUS REVENUE 900099 305858 305858 AFFILIATE REVENUE 900099 24000 24000 1606771 443925786 6793229 0 1910401 67005861 67005861 1831766 1831766 19716842 19716842 3630123 1427339 2062066 140718 601392 69135 518430 13827 157174591 116345498 5233700 35595393 14802958 11061721 582920 3158317 18269477 13652121 652441 3964915 12052406 8781468 634559 2636379 351094 226898 63490 60706 195060 195060 747350 747350 2803081 2803081 454850 454850 34788482 25783563 1467528 7537391 23298951 20280773 34795 2983383 42031349 29233926 4782194 8015229 5316822 3764514 700835 851473 16728452 11313968 2717924 2696560 11357848 8610034 424099 2323715 17206076 14658094 469792 2078190 4795381 3107388 862921 825072 835816 552986 144586 138244 VOLUNTEER EXPENSES 345430 278866 4118 62446 212821 173180 7326 32315 456554279 358623291 22013634 75917354 X 21903137 12990476 3264383 5648278 33005194 45154166 69914175 58247379 9281932 10127236 1139552 1137448 6878562 9048172 52541761 32875489 22544058 19666272 279895138 290490305 48862387 51513927 41450088 40390089 512971086 525774994 40815538 45237567 119714478 117424520 5328836 5412408 54144258 52147756 220003110 220222251 X 145095594 146611636 147872382 158941107 292967976 305552743 512971086 525774994 X -12628493 23472270 1740990 X 0 1 X 1 1 1 X 377982664 375847517 459516582 405048978 435222156 2053617897 377982664 375847517 459516582 405048978 435222156 2053617897 18320952 2035296945 8384406 9916186 12768441 9947658 11045732 52062423 5689260 7972899 5786019 5326543 6476770 31251491 2136931811 24633421 0.95240 0.95060 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: AFFILIATE REVENUE - 2019 AMOUNT: $ 14,103. 2020 AMOUNT: $ 16,363. 2021 AMOUNT: $ 28,524. 2022 AMOUNT: $ 24,000. 2023 AMOUNT: $ 24,000. FUNDRAISING AND GAMING EVENTS - 2019 AMOUNT: $ 4,700,628. 2020 AMOUNT: $ 6,637,711. 2021 AMOUNT: $ 3,959,917. 2022 AMOUNT: $ 3,868,717. 2023 AMOUNT: $ 4,726,593. INCOME FROM SALES OF INVENTORY - 2019 AMOUNT: $ 132,390. 2020 AMOUNT: $ 115,729. 2021 AMOUNT: $ 99,420. 2022 AMOUNT: $ 168,196. 2023 AMOUNT: $ 143,406. OTHER INCOME - 2019 AMOUNT: $ 842,139. 2020 AMOUNT: $ 1,203,096. 2021 AMOUNT: $ 334,434. 2022 AMOUNT: $ 207,908. 2023 AMOUNT: $ 305,858. SPONSORED PROCEEDS - 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 1,363,724. 2022 AMOUNT: $ 1,057,722. 2023 AMOUNT: $ 1,276,913. 1 1 1 194347 0 1 1 10090952 1 3675371 1 1361574 0 15322244 0 LINE 1A: VOLUNTEERS MOST OF THE ALZHEIMER'S ASSOCIATION ADVOCACY IS THROUGH VOLUNTEERS AND DELIVERS TRAINING TO DEVELOP AND ORGANIZE GRASSROOTS ACTIVITIES. AS ALZHEIMER'S DISEASE AND RELATED DEMENTIAS THREATEN TO BANKRUPT FAMILIES, BUSINESSES, AND THE HEALTHCARE SYSTEM, SCIENTISTS ARE FINDING TREATMENTS THAT CAN ALTER THE COURSE OF THE DISEASE. THE ALZHEIMER'S ASSOCIATION ADVOCATES FOR PUBLIC POLICIES AIMED AT ADVANCING RESEARCH TOWARD BETTER TREATMENTS, DETECTION, METHODS OF PREVENTION, AND ULTIMATELY A CURE, AS WELL AS FOR HIGH-QUALITY HEALTHCARE AND LONG-TERM SERVICES AND SUPPORT FOR PEOPLE WITH ALZHEIMER'S AND THEIR FAMILIES. ADVOCACY ACTIVITIES ALSO INCLUDE COLLABORATING WITH OTHER ORGANIZATIONS TO IMPROVE QUALITY CARE AND RAISE AWARENESS OF KEY ISSUES. LINE 1B: PAID STAFF OR MANAGEMENT THE ALZHEIMER'S ASSOCIATION HAS PAID STAFF WHO ENGAGE ON BEHALF OF ALZHEIMER'S ASSOCIATION IN PUBLIC POLICY WORK, INCLUDING EDUCATING POLICYMAKERS AND SUPPORTING THE ADVOCACY WORK OF VOLUNTEERS. LINE 1C: MEDIA ADVERTISEMENTS MEDIA ADVERTISEMENTS RAN IN WASHINGTON D.C. FOR KEY ADVOCACY AWARENESS OPPORTUNITIES DURING THE YEAR. LINE 1D: MAILING TO MEMBERS, LEGISLATORS OR THE PUBLIC IN KEEPING WITH RECENT YEARS, NO MAILINGS WERE SENT OUT TO LEGISLATORS IN FY24. LINE 1E: PUBLICATIONS, OR PUBLISHED OR BROADCAST STATEMENTS THE ALZHEIMER'S ASSOCIATION DISTRIBUTED FEDERAL AND STATE UPDATES VIA EMAIL APPROXIMATELY 400 TIMES DURING THE YEAR. LINE 1F: GRANTS TO OTHER ORGANIZATIONS FOR LOBBYING PURPOSES THE ALZHEIMER'S ASSOCIATION MAKES A GRANT TO ALZHEIMER'S IMPACT MOVEMENT (AIM) WHICH IS USED FOR THE LOBBYING PURPOSES DISCUSSED ABOVE AND WHICH IS ALSO SHOWN ON THE FORM 990 OF AIM AS A LOBBYING EXPENSE. AS SUCH, THE AMOUNT OF THE GRANT IS REPORTED TWICE FOR TRANSPARENCY PURPOSES. LINE 1G: DIRECT CONTACT THE ALZHEIMER'S ASSOCIATION USES INTERNAL STAFF AND RETAINED LOBBYISTS TO EDUCATE POLICYMAKERS ABOUT ALZHEIMER'S ASSOCIATION POLICY RECOMMENDATIONS. LINE 1H: RALLIES, DEMONSTRATIONS, SEMINARS, ETC. THE AIM ADVOCACY FORUM WAS HELD IN PERSON IN APRIL 2024. 16132979 420000 740145 740145 16552979 16036792 96187 -138029 -138029 16132979 24505547 2500 -2111453 6359802 16036792 24252597 252950 4771161 4771161 24505547 24252597 1490922 1490922 24252597 1.00000 0 0 548117 548117 676311 131329 544982 11377771 7605602 3772169 4713098 4000735 712363 35226464 21137823 14088641 19666272 BENEFICIAL INTEREST 37039169 F COMMINGLED TRUST FUND 6538019 F LIMITED PARTNERHSIP 5337919 F PRIVATE EQUITY 2579070 F ASSETS HELD IN TRUST 19750 F 51513927 RIGHT-OF-USE OPERATING ASSETS 39642645 OTHER ASSETS 747444 40390089 OPERATING LEASE OBLIGATIONS 46440284 GIFT ANNUITY OBLIGATIONS 5707472 52147756 X 487316354 23472270 11304541 1495386 36272197 451044157 454850 -7573221 -7118371 443925786 474731591 11304541 38489 11343030 463388561 454850 -7289132 -6834282 456554279 PART V, LINE 4: INTENDED USES OF ENDOWMENT FUNDS A PORTION OF THE NET ASSETS WITH DONOR RESTRICTIONS ARE RESTRICTED AS INVESTMENTS IN PERPETUITY. THE ASSOCIATION'S ENDOWMENT ONLY CONSISTS OF DONOR-RESTRICTED ENDOWMENT FUNDS. NET ASSETS ASSOCIATED WITH THE ASSOCIATION'S ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OF DONOR-IMPOSED RESTRICTIONS. DONORS RESTRICT THE EARNINGS OF SOME OF THE ASSOCIATION'S ENDOWMENT FUNDS TO FUND THE ASSOCIATION'S RESEARCH PROGRAM. IN ACCORDANCE WITH DONOR STIPULATIONS, THE INCOME GENERATED FROM THESE ASSETS IS RESTRICTED FOR RESEARCH (APPROXIMATELY 57%) OR NOT PURPOSE RESTRICTED (APPROXIMATELY 43%). THE ASSOCIATION ACCOUNTS FOR ENDOWMENT NET ASSETS BY PRESERVING THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR-RESTRICTED ENDOWMENT FUND ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT, THE ASSOCIATION CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (1) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (2) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT AND (3) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE ENDOWMENT FUND. THE ASSOCIATION CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONOR-RESTRICTED ENDOWMENT FUNDS: - THE DURATION AND PRESERVATION OF THE FUND; - THE PURPOSES OF THE ASSOCIATION AND THE DONOR-RESTRICTED ENDOWMENT FUND; - GENERAL ECONOMIC CONDITIONS; - THE POSSIBLE EFFECTS OF INFLATION AND DEFLATION; - THE EXPECTED TOTAL RETURN FROM INCOME AND THE APPRECIATION OF INVESTMENTS; - OTHER RESOURCES OF THE ASSOCIATION; AND - THE INVESTMENT POLICIES OF THE ASSOCIATION. THE ASSOCIATION HAS ADOPTED AN INVESTMENT POLICY THAT ATTEMPTS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. AS OF JUNE 30, 2024 AND 2023, ENDOWMENT ASSETS ONLY INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE ASSOCIATION MUST HOLD IN PERPETUITY, AS THE ASSOCIATION DOES NOT HAVE ANY BOARD-DESIGNATED ENDOWMENT FUNDS. UNDER THIS POLICY, AS APPROVED BY THE BOARD OF DIRECTORS, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PROVIDE ADEQUATE LIQUIDITY, MAXIMIZING RETURNS ON ALL FUNDS INVESTED AND ACHIEVING FULL EMPLOYMENT OF ALL AVAILABLE FUNDS AS EARNING ASSETS. THE ASSOCIATION HAS AN ACTIVE FINANCE COMMITTEE AND INVESTMENT SUB-COMMITTEE THAT MEETS REGULARLY TO ENSURE THAT THE OBJECTIVES OF THE INVESTMENT POLICY ARE MET, AND THAT THE STRATEGIES USED TO MEET THE OBJECTIVES ARE IN ACCORDANCE WITH THE INVESTMENT POLICY. THE ASSOCIATION'S POLICY IS TO APPROPRIATE SPENDING AMOUNTS DEEMED PRUDENT FOR DONOR-RESTRICTED FUNDS. PART X, LINE 2: FIN 48 THE ALZHEIMER'S ASSOCIATION AND ALZHEIMER'S IMPACT MOVEMENT (AIM) HAVE RECEIVED FAVORABLE DETERMINATION LETTERS FROM THE INTERNAL REVENUE SERVICE, STATING THAT THEY ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(A) OF THE INTERNAL REVENUE CODE OF 1986 (IRC), AS ORGANIZATIONS DESCRIBED IN SECTIONS 501(C)(3) AND 501(C)(4), RESPECTIVELY, EXCEPT FOR INCOME TAXES PERTAINING TO UNRELATED BUSINESS INCOME. ALZHEIMER'S IMPACT MOVEMENT POLITICAL ACTION COMMITTEE (AIMPAC) IS A POLITICAL ACTION COMMITTEE ORGANIZATION EXEMPT FROM FEDERAL TAXES UNDER SECTION 527 OF THE IRC. THE ALZHEIMER'S ASSOCIATION INTERNATIONAL IS A NOT-FOR-PROFIT CANADIAN ENTITY. THE COALITION OF NEW YORK STATE ALZHEIMER'S ASSOCIATION CHAPTERS, INC. IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE IRC AND HAS NOT BEEN CLASSIFIED AS A PRIVATE FOUNDATION; THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ISSUED GUIDANCE THAT REQUIRES TAX EFFECTS FROM UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THERE ARE NO MATERIAL UNCERTAIN POSITIONS THAT REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS AND, AS SUCH, NO PROVISION FOR INCOME TAXES IS REFLECTED. ADDITIONALLY, THERE ARE NO INTEREST OR PENALTIES RECOGNIZED IN THE CONSOLIDATED STATEMENT OF ACTIVITIES OR STATEMENT OF FINANCIAL POSITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF PERPETUAL TRUSTS 2,157,373. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -661,987. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF GAMING EXPENSES -39,467. RECLASS OF COST OF GOODS SOLD -244,622. RECLASS OF FUNDRAISING EXPENSES -7,289,132. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 3,017,800. RECLASS OF COST OF GOODS SOLD 244,622. RECLASS OF GAMING EXPENSES 39,467. RESCINDED RESEARCH GRANTS -3,263,400. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF FUNDRAISING EXPENSES -7,289,132. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 13687392 SOUTH AMERICA 0 0 GRANTMAKING 2402308 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 1054922 NORTH AMERICA 0 0 GRANTMAKING 1023862 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 774370 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 474150 SOUTH ASIA 0 0 GRANTMAKING 193249 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTMAKING 106589 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 6403077 0 0 0 0 0 0 19716842 6403077 26119919 SOUTH ASIA PROGRAM SUPPORT 118250 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 200000 WIRE 0 SUB-SAHARAN AFRICA PROGRAM SUPPORT 50000 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 199998 WIRE 0 SUB-SAHARAN AFRICA PROGRAM SUPPORT 199983 WIRE 0 SUB-SAHARAN AFRICA PROGRAM SUPPORT 24999 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 199888 WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SUPPORT 55322 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 387221 WIRE 0 MIDDLE EAST AND NORTH AFRICA PROGRAM SUPPORT 249150 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 200000 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 150000 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 48297 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 199500 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 24004 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 71809 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 199650 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 49965 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 25000 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 399850 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 498276 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 172494 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 299174 WIRE 0 NORTH AMERICA PROGRAM SUPPORT 95885 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 644021 WIRE 0 SOUTH ASIA PROGRAM SUPPORT 24999 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 300000 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 1000000 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 199950 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 949790 WIRE 0 EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 580000 WIRE 0 SUB-SAHARAN AFRICA PROGRAM SUPPORT 249566 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 25000 WIRE 0 SOUTH ASIA PROGRAM SUPPORT 25000 WIRE 0 NORTH AMERICA PROGRAM SUPPORT 24999 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 79099 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 248901 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 734039 WIRE 0 SUB-SAHARAN AFRICA PROGRAM SUPPORT 24990 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 250000 WIRE 0 MIDDLE EAST AND NORTH AFRICA PROGRAM SUPPORT 25000 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 25000 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 25000 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 240000 WIRE 0 SOUTH ASIA PROGRAM SUPPORT 25000 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 25000 WIRE 0 EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 200000 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 630950 WIRE 0 NORTH AMERICA PROGRAM SUPPORT 247500 WIRE 0 NORTH AMERICA PROGRAM SUPPORT 312542 WIRE 0 SUB-SAHARAN AFRICA PROGRAM SUPPORT 199834 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 749647 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 49903 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 25000 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 25000 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 151191 WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SUPPORT 51267 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 199912 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 199976 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 198803 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 200000 WIRE 0 NORTH AMERICA PROGRAM SUPPORT 46800 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 655987 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 500000 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 155094 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 197918 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 69266 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 200000 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 24660 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 24825 WIRE 0 NORTH AMERICA PROGRAM SUPPORT 159997 WIRE 0 NORTH AMERICA PROGRAM SUPPORT 136139 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 24750 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 217596 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 690562 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 25000 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 199919 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 748910 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 678596 WIRE 0 SUB-SAHARAN AFRICA PROGRAM SUPPORT 24998 WIRE 0 EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 199960 WIRE 0 EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 24970 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 24998 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 252360 WIRE 0 EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 24992 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 48782 WIRE 0 EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 25000 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 849170 WIRE 0 MIDDLE EAST AND NORTH AFRICA PROGRAM SUPPORT 200000 WIRE 0 89 0 1 0 1 0 0 0 PART I, LINE 2: PROCEDURE FOR MONITORING USE OF GRANT FUNDS OUTSIDE U.S. THE OVER-SIGHT OF THE SCIENTIFIC INTEGRITY OF THE ALZHEIMER'S ASSOCIATION NATIONAL AND INTERNATIONAL RESEARCH GRANT PROGRAM IS THREE-FOLD. FIRST, THE ALZHEIMER'S ASSOCIATION VOLUNTARY MEDICAL & SCIENTIFIC ADVISORY GROUP (MSAG), THE ALZHEIMER'S ASSOCIATION INTERNATIONAL RESEARCH GRANT PROGRAM (IRGP) COUNCIL, AND ALZHEIMER'S ASSOCIATION MEDICAL & SCIENTIFIC RELATIONS DIVISION, ENSURES PEER REVIEW AND HIGH QUALITY OF FUNDED AWARDS DURING THE GRANT REVIEW PROCESS AND DEVELOPS FOCUSED REQUESTS FOR APPLICATIONS (RFAS) BASED ON IDENTIFIED NEEDS IN THE ALZHEIMER'S AND ALL DEMENTIA RESEARCH COMMUNITY. SECOND, THE ALZHEIMER'S ASSOCIATION IS ENGAGED IN A PORTFOLIO ANALYSIS OF SCIENTIFIC AREAS OF INVESTMENT TO MONITOR THE DIVERSITY OF THE GRANTS PORTFOLIO, POTENTIAL GAPS IN RESEARCH FUNDING, AND POTENTIAL OVERLAP OF AREAS FUNDED. THE ANALYSIS INFORMS FUTURE FUNDING DECISIONS, STRATEGIC ACTIVITIES AND AREAS OF FUTURE-RFA FOCUS. THIRD, THERE IS A DETAILED PROCESS ONCE A GRANT IS AWARDED TO MONITOR PROGRAM AND SCIENTIFIC AND FINANCIAL INTEGRITY AND, FOR THE FELLOWSHIP PROGRAM, THERE IS A MENTOR EVALUATION. THE ALZHEIMER'S ASSOCIATION MONITORS THE USE OF GRANT FUNDS BOTH INSIDE AND OUTSIDE OF THE UNITED STATES AS FOLLOWS: ALL AWARDEES ARE REQUIRED TO PROVIDE ANNUAL, AND IN SOME CASES QUARTERLY OR BI-ANNUAL, REPORTING TO THE ALZHEIMER'S ASSOCIATION ON BOTH THE STATUS OF THE RESEARCH PROJECT AND THE FINANCIAL EXPENDITURES ASSOCIATED WITH THE PROJECT. SEVERAL PROGRAMS ARE LEVERAGED FUNDING OPPORTUNITIES WITH PARTNER ORGANIZATIONS. THESE RESEARCH PROJECTS AND FINANCIAL EXPENDITURE REPORTS ARE SHARED BETWEEN THE PARTNER ORGANIZATION(S). USING THE GRANT MANAGEMENT SYSTEM, THE ALZHEIMER'S ASSOCIATION GRANTS TEAM SENDS NOTIFICATIONS AS A REMINDER OF THE REQUIRED REPORTS AND DEADLINES, WHICH COULD INCLUDE AN INTERIM SCIENTIFIC REPORT, INTERIM FINANCIAL REPORT, MENTOR EVALUATION, DOCUMENTATION OF ANY PUBLICATIONS AS A RESULT OF ALZHEIMER'S ASSOCIATION FUNDING, AND ANNUAL VERIFICATION OF REQUIRED ETHICAL (ANIMAL AND HUMAN AND RECOMBINANT DNA APPROVALS) APPROVALS. THE INSTITUTIONAL OFFICIAL WHO HAS FISCAL RESPONSIBILITY FOR THE AWARD CANNOT BE THE PRIMARY INVESTIGATOR OF THE PROJECT. THE ALZHEIMER'S ASSOCIATION PROVIDES A TEMPLATE FOR THE INTERIM SCIENTIFIC REPORT, A TEMPLATE FOR THE INTERIM FINANCIAL REPORT, AND THE MENTOR EVALUATION, ALL OF WHICH ARE AVAILABLE FOR DOWNLOAD BY THE RESEARCHERS, AS WELL AS THE OFFICIAL WITH FISCAL RESPONSIBILITY FOR THE GRANT, AT THE AWARDED INSTITUTION AT HTTP://PROPOSALCENTRAL.COM. THE FINANCIAL REPORT MUST BE SIGNED BY THE INSTITUTIONAL OFFICIAL WITH FISCAL RESPONSIBILITY, AND FOR THE FELLOWSHIP PROGRAMS, THE MENTOR EVALUATION MUST BE SIGNED BY MENTOR AND FELLOW, AND ALL REPORTS MUST BE UPLOADED BY THE AWARD RECIPIENT TO PROPOSAL CENTRAL. AFTER RECEIPT, ALL FINANCIAL REPORTS ARE REVIEWED BY AN ALZHEIMER'S ASSOCIATION GRANTS TEAM MEMBER FOR ACCURACY AND CONSISTENCY WITH THE AGREED UPON BUDGET. IN ADDITION, ALZHEIMER'S ASSOCIATION REQUIRES PROTOCOL CONTINUATION APPROVAL (I.E., INSTITUTIONAL ANIMAL CARE AND USE COMMITTEE (IACUC), INSTITUTIONAL ETHICAL REVIEW BOARD (IRB), RECOMBINANT DNA PROTOCOL (RDNA)) ANNUALLY, IF APPLICABLE FOR THE RESEARCH PROJECT. ANY SUBSEQUENT PAYMENTS TO GRANT AWARDEES ARE GENERATED AFTER THE RECEIPT OF THESE DOCUMENTS AND APPROVAL BY THE DIRECTOR OR SENIOR ASSOCIATE DIRECTOR OF SCIENTIFIC GRANTS, THE SENIOR VICE PRESIDENT OF MEDICAL AND SCIENTIFIC RELATIONS AND BY THE CHIEF SCIENCE OFFICER AND MEDICAL AFFAIRS LEAD. AT THE CONCLUSION OF THE AWARD, ALL REPORTS/PUBLICATIONS ARE DUE 90 DAYS AFTER THE AWARD EXPIRES AND MUST BE UPLOADED TO THE PROPOSAL CENTRAL ONLINE SYSTEM. THE FINANCIAL REPORT MUST BE SIGNED BY THE INSTITUTIONAL OFFICIAL WHO HAS FISCAL RESPONSIBILITY FOR THE AWARD. PUBLICATIONS, AS ACCEPTED, ARE UPLOADED TO PROPOSAL CENTRAL DURING AND AFTER THE DURATION OF THE GRANT. IT IS EXPECTED THAT AWARDEES WILL CONTINUE TO MAINTAIN RECORD OF ANY PUBLICATIONS ACKNOWLEDGING THE ALZHEIMER'S ASSOCIATION. AN ANNUAL NOTIFICATION TO ALL AWARDEES, CURRENT AND RECENT AWARDEES, IS SENT AS A REMINDER TO UPDATE PUBLICATIONS AND/OR ANY OTHER OUTPUTS (I.E. INTELLECTUAL PROPERTY OR LICENSING) THAT ARE RESULTS OF FUNDED WORK. DATA GENERATED AS A RESULT OF ALZHEIMER'S ASSOCIATION FUNDED WORK IS SUBJECT TO DATA SHARING, AS A CONDITION OF AWARD. DATA AND OTHER OUTPUTS OF THE PROJECT ARE SUBJECTED TO THIS POLICY FOR QUICK, REASONABLE SUBMISSIONS FOR COMPLETED WORK. FURTHER, AWARDEES HAVE THE OPPORTUNITY TO SUBMIT/SHARE DATA, AS APPLICABLE, THROUGH THE GLOBAL ALZHEIMER'S ASSOCIATION INTERACTIVE NETWORK (GAAIN*), A GLOBAL INFRASTRUCTURE, HOSTED AT THE UNIVERSITY OF SOUTHERN CALIFORNIA, CONNECTING RESEARCH STUDIES FROM AROUND THE WORLD THROUGH ONE PORTAL WHERE DATA CAN BE INTERROGATED IN AGGREGATE FOR ANALYSIS USING A VIRTUAL MACHINE. GAAIN IS WHOLLY FUNDED BY THE ALZHEIMER'S ASSOCIATION. IN ADDITION, ALZHEIMER'S ASSOCIATION REQUESTS, MONITORS, AND FOLLOWS-UP TO ENSURE SUBMISSION COMPLIANCE ON ALL AWARDED GRANTS AND THAT FINANCIAL REPORTING REQUIREMENTS ARE MET. AWARDEES' FINANCIAL REPORTS ARE REVIEWED ANNUALLY TO ENSURE ELIGIBILITY FOR CONTINUED FUNDING. DELINQUENT REPORTS MAY RESULT IN THE WITHDRAWAL OF FUNDING. RESEARCHERS ARE INFORMED THAT DELINQUENT REPORTING COULD LEAD TO WITHDRAWAL OF FUNDING WHEN THE REQUEST FOR ANNUAL REPORTS IS SENT. IF FUNDING IS WITHDRAWN DUE TO DELINQUENT REPORTS, ANY UNSPENT FUNDS MUST BE RETURNED TO THE ALZHEIMER'S ASSOCIATION. FOREIGN INSTITUTIONS ARE REQUIRED TO SUBMIT THE W8 OR W-8-BEN FORM AS VERIFICATION OF THEIR TAX STATUS. FOR-PROFIT ORGANIZATIONS ARE NOT ELIGIBLE TO APPLY TO THE ALZHEIMER'S ASSOCIATION'S INTERNATIONAL RESEARCH GRANT PROGRAM (IRGP), UNLESS STATED IN A SPECIFIC FUNDING PROPOSAL. IN FY24, EXAMPLES OF PROGRAMS THAT WERE INCLUSIVE OF FOR PROFIT ORGANIZATIONS INCLUDE TAU PIPELINE ENABLING PROGRAM (T-PEP), THE ENDOLYSOSOMAL ACTIVITY IN ALZHEIMER'S PROGRAM (E2A), AND PART THE CLOUD TRANSLATIONAL CLINICAL TRIALS PROGRAM (PTC). ELIGIBILITY OF ORGANIZATIONS APPLICABLE FOR A PROGRAM ARE DETAILED IN THAT PROGRAM'S RFA. UNLESS OTHERWISE STATED IN THE PROGRAM, ALL INSTITUTIONS ARE REQUIRED TO SUBMIT THEIR W8 FORM FOR THE PART THE CLOUD TRANSLATIONAL RESEARCH GRANT PROGRAM AND OTHER PROGRAMS WITH FOR-PROFIT AWARDEES, ANY FOR-PROFIT APPLICANT IS REQUIRED TO SUBMIT THE ORGANIZATION'S FINANCIAL STATEMENTS. AS PART OF THE APPLICATION PROCESS, APPLICANTS ARE TO UPLOAD A W-8-BEN-E FORM THAT HAS BEEN DATED AND SIGNED BY AN AUTHORIZED SIGNING OFFICIAL. THIS FORM VERIFIES THAT AN INSTITUTION OR ORGANIZATION IS DESIGNATED AS A 501(C)(3) OR OTHER NON-PROFIT ENTITY. FOR-PROFIT ORGANIZATIONS MUST SUBMIT DOCUMENTATION OF NET ASSETS AND ANNUAL EARNINGS, IN ADDITION TO THE W8-BEN-E FORM FOR CONSIDERATION. THESE FORMS ARE UPLOADED WITHIN THEIR SUBMITTED APPLICATION TO PROPOSAL CENTRAL. AFTER RECEIPT, THESE FORMS ARE REVIEWED BY AN ALZHEIMER'S ASSOCIATION GRANT SPECIALIST. FOLLOWING REVIEW BY A GRANT SPECIALIST, APPLICATIONS ARE THEN MOVED FORWARD TO PEER-REVIEW. IF AWARDED, THE ALZHEIMER'S ASSOCIATION GRANT SPECIALIST INCLUDES THE APPROPRIATE FORMS ON PAYMENT REQUESTS FOR GRANT FUNDING PAYMENTS. PRIOR TO AWARD CONFIRMATION, THE MEDICAL AND SCIENTIFIC RELATIONS DIVISION VERIFIES THAT EACH INSTITUTION IS COMPLIANT WITH THE U.S. PATRIOT ACT AND DOES NOT APPEAR ON THE SPECIALLY DESIGNATED NATIONALS (SDN) LISTS. PRIOR TO PAYMENT, EACH FUNDED ALZHEIMER'S ASSOCIATION GRANT AWARDEE (I.E. THE INSTITUTION) IS VERIFIED FOR COMPLIANCE WITH THE U.S. PATRIOT ACT THROUGH OFAC. THE GRANT SPECIALIST CONFIRMS ELIGIBILITY AND PROVIDES THIS DOCUMENTATION TO THE GRANT ONLINE FILE AT PROPOSAL CENTRAL PRIOR TO PAYMENT BEING SENT TO THE AWARDEE. IN THE EVENT THAT A POSITIVE MATCH TO ONE OF THE SDN LISTS IS FOUND BY ALZHEIMER'S ASSOCIATION, IT WILL BE IMMEDIATELY REPORTED TO THE ALZHEIMER'S ASSOCIATION'S LEGAL DEPARTMENT FOR APPROPRIATE HANDLING AND FOLLOW-UP. FOR TRANSACTIONS UNRELATED TO THE INTERNATIONAL RESEARCH GRANT PROGRAM IN THE MEDICAL AND SCIENTIFIC DEPARTMENT, THE SAME FINANCIAL DOCUMENTATION IS REVIEWED. THE ALZHEIMER'S ASSOCIATION MONITORS THE SCIENTIFIC ADVANCES OF THE GRANT AWARDEES BY MAINTAINING RECORDS OF PUBLICATIONS, PRESENTATIONS, AND INTELLECTUAL PROPERTY THAT RESULT FROM FUNDED STUDIES. IN ADDITION, THE ALZHEIMER'S ASSOCIATION MONITORS FOLLOW-ON FUNDING RECEIVED BY PROJECTS INITIALLY FUNDED THROUGH THE ALZHEIMER'S ASSOCIATION. THE ALZHEIMER'S ASSOCIATION REQUIRES THE GRANT RECIPIENT TO NOTIFY THE ALZHEIMER'S ASSOCIATION ON AN ANNUAL BASIS WITH UPDATES TO THESE RECORDS. *THESE ARE THE NAMES THAT ARE TRADEMARKS TO ALZHEIMER'S ASSOCIATION. PART I, LINE 3: METHOD USED TO ACCOUNT FOR EXPENDITURES AND GRANTS THE ALZHEIMER'S ASSOCIATION ACCOUNTS FOR EXPENDITURES, CASH GRANTS, AND NON-CASH ASSISTANCE USING THE ACCRUAL METHOD. PART II, LINE 1: METHOD USED TO ACCOUNT FOR EXPENDITURES AND GRANTS THE ALZHEIMER'S ASSOCIATION ACCOUNTS FOR EXPENDITURES, CASH GRANTS, AND NON-CASH ASSISTANCE USING THE ACCRUAL METHOD. PART IV, LINE 3: FOREIGN FORMS FORM 926 AND FORM 5471 ARE FILED WITH THE ALZHEIMER'S ASSOCIATION'S FORM 990T. X X X X X X X 1 THD 80 HAYDEN AVENUE STE 300 LEXINGTON MA 02421 MAIL 0 43435490 1901331 41534159 MOORE A SERIES LLC 4200 PARLIAMENT PLACE STE 300 LANHAM MD 20706 EMAIL 0 34517117 901750 33615367 77952607 2803081 75149526 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY PTC-GALA 10482872 9991287 491585 31124 505582 153975 278144 67921 PURPLE GALA- MN 1590482 1525032 65450 68263 64637 136747 17607 261008 60 26139394 22075395 4063999 1217744 1167396 3524384 331087 5752801 38212748 33591714 4621034 1317131 1737615 3815106 626838 6081730 13578420 -8957386 105559 39467 0 105559 39467 39467 66092 CA IL IA MI MN NY OH OR WI 1 0 1 0 1.00000 LYNNE CAREY 225 N MICHIGAN AVE CHICAGO IL 60601 0 LYNNE CAREY ALZHEIMER'S ASSOCIATION HAS MORE GAMING MANAGERS THAN LYNNE CAREY LISTED ON PART III, LINE 16. THIS INFORMATION IS AVAILABLE UPON REQUEST FROM ALZHEIMER'S HOME OFFICE. X 0 PART I, LINE 2B, BOX (III): FUNDRAISING CONSULTANT - CONTROL ARRANGEMENT THE ALZHEIMER'S ASSOCIATION ENGAGES THOMPSON, HABIB & DENISON INC. (THD) FOR PROFESSIONAL FUNDRAISING CONSULTANT SERVICES. A DESCRIPTION OF THE ARRANGEMENT IS LISTED BELOW: DIRECT MARKETING STRATEGY AND PROGRAM DIRECTION; PRODUCTION MANAGEMENT; DATABASE MANAGEMENT; BUDGETING MANAGEMENT; AND REPORT MANAGEMENT. THE ALZHEIMER'S ASSOCIATION ENGAGES MOORE, A SERIES LLC (MOORE) FOR PROFESSIONAL FUNDRAISING DIGITAL MARKETING CONSULTANT SERVICES. A DESCRIPTION OF THE ARRANGEMENT IS LISTED BELOW: DIGITAL MARKETING STRATEGY AND PROGRAM DIRECTION; E-MAIL PROGRAM MANAGEMENT; PRODUCTION MANAGEMENT; DATABASE MANAGEMENT; AND BUDGETING MANAGEMENT. PART I, LINE 2B, BOX (VI): FUNDRAISING CONSULTANT - FEE ARRANGEMENT THE AGREEMENT BETWEEN THOMPSON, HABIB & DENISON (THD) AND THE ALZHEIMER'S ASSOCIATION IS NOT A PERCENTAGE-BASED AGREEMENT. THD IS PAID A FIXED FEE PER MONTH. THE ALZHEIMER'S ASSOCIATION EXERCISES CONTROL AND APPROVAL OVER THE CONTENT AND FREQUENCY OF ALL SOLICITATIONS. THE AGREEMENT BETWEEN MOORE, A SERIES LLC (MOORE) AND THE ALZHEIMER'S ASSOCIATION IS NOT A PERCENTAGE-BASED AGREEMENT. MOORE IS PAID A FIXED FEE PER MONTH. 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63130 430653611 501(C)(3) 3399007 0 PROGRAM SUPPORT YALE UNIVERSITY PO BOX 208327 NEW HAVEN CT 06520 060646973 501(C)(3) 348481 0 PROGRAM SUPPORT 86 3 RESPITE CAREGIVER 1270 1743546 0 SCHOLARSHIPS 66 67180 0 SAFE RETURN 296 21040 0 PART I, LINE 2: PROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE U.S. THE OVER-SIGHT OF THE SCIENTIFIC INTEGRITY OF THE ALZHEIMER'S ASSOCIATION NATIONAL AND INTERNATIONAL RESEARCH GRANT PROGRAM IS THREE-FOLD. FIRST, THE ALZHEIMER'S ASSOCIATION VOLUNTARY MEDICAL & SCIENTIFIC ADVISORY GROUP (MSAG), THE ALZHEIMER'S ASSOCIATION INTERNATIONAL RESEARCH GRANT PROGRAM (IRGP) COUNCIL, AND ALZHEIMER'S ASSOCIATION MEDICAL & SCIENTIFIC RELATIONS DIVISION, ENSURES PEER REVIEW AND HIGH QUALITY OF FUNDED AWARDS DURING THE GRANT REVIEW PROCESS AND DEVELOPS FOCUSED REQUESTS FOR APPLICATIONS (RFAS) BASED ON IDENTIFIED NEEDS IN THE ALZHEIMER'S AND ALL DEMENTIA RESEARCH COMMUNITY. SECOND, THE ALZHEIMER'S ASSOCIATION IS ENGAGED IN A PORTFOLIO ANALYSIS OF SCIENTIFIC AREAS OF INVESTMENT TO MONITOR THE DIVERSITY OF THE GRANTS PORTFOLIO, POTENTIAL GAPS IN RESEARCH FUNDING, AND POTENTIAL OVERLAP OF AREAS FUNDED. THE ANALYSIS INFORMS FUTURE FUNDING DECISIONS, STRATEGIC ACTIVITIES AND AREAS OF FUTURE-RFA FOCUS. THIRD, THERE IS A DETAILED PROCESS ONCE A GRANT IS AWARDED TO MONITOR PROGRAM AND SCIENTIFIC AND FINANCIAL INTEGRITY AND, FOR THE FELLOWSHIP PROGRAM, THERE IS A MENTOR EVALUATION. ALL AWARDEES ARE REQUIRED TO PROVIDE ANNUAL, AND IN SOME CASES QUARTERLY OR BI-ANNUAL, REPORTING TO THE ALZHEIMER'S ASSOCIATION ON BOTH THE STATUS OF THE RESEARCH PROJECT AND THE FINANCIAL EXPENDITURES ASSOCIATED WITH THE PROJECT. SEVERAL PROGRAMS ARE LEVERAGED FUNDING OPPORTUNITIES WITH PARTNER ORGANIZATIONS. THESE RESEARCH PROJECTS AND FINANCIAL EXPENDITURE REPORTS ARE SHARED BETWEEN THE PARTNER ORGANIZATION(S). USING THE GRANT MANAGEMENT SYSTEM, THE ALZHEIMER'S ASSOCIATION GRANTS TEAM SENDS NOTIFICATIONS AS A REMINDER OF THE REQUIRED REPORTS AND DEADLINES, WHICH COULD INCLUDE AN INTERIM SCIENTIFIC REPORT, INTERIM FINANCIAL REPORT, MENTOR EVALUATION, DOCUMENTATION OF ANY PUBLICATIONS THAT IS A RESULT OF ALZHEIMER'S ASSOCIATION FUNDING, AND ANNUAL VERIFICATION OF REQUIRED ETHICAL (ANIMAL AND HUMAN AND RECOMBINANT DNA APPROVALS) APPROVALS. THE INSTITUTIONAL OFFICIAL WHO HAS FISCAL RESPONSIBILITY FOR THE AWARD CANNOT BE THE PRIMARY INVESTIGATOR OF THE PROJECT. THE ALZHEIMER'S ASSOCIATION PROVIDES A TEMPLATE FOR THE INTERIM SCIENTIFIC REPORT, A TEMPLATE FOR THE INTERIM FINANCIAL REPORT, AND THE MENTOR EVALUATION, ALL OF WHICH ARE AVAILABLE FOR DOWNLOAD BY THE RESEARCHERS, AS WELL AS THE OFFICIAL WITH FISCAL RESPONSIBILITY FOR THE GRANT, AT THE AWARDED INSTITUTION AT HTTP://PROPOSALCENTRAL.COM. THE FINANCIAL REPORT MUST BE SIGNED BY THE INSTITUTIONAL OFFICIAL WITH FISCAL RESPONSIBILITY, AND FOR THE FELLOWSHIP PROGRAMS, THE MENTOR EVALUATION MUST BE SIGNED BY MENTOR AND FELLOW, AND ALL REPORTS MUST BE UPLOADED BY THE AWARD RECIPIENT TO PROPOSAL CENTRAL. AFTER RECEIPT, ALL FINANCIAL REPORTS ARE REVIEWED BY AN ALZHEIMER'S ASSOCIATION GRANTS TEAM MEMBER FOR ACCURACY AND CONSISTENCY WITH THE AGREED UPON BUDGET. IN ADDITION, ALZHEIMER'S ASSOCIATION REQUIRES PROTOCOL CONTINUATION APPROVAL (I.E., INSTITUTIONAL ANIMAL CARE AND USE COMMITTEE (IACUC), INSTITUTIONAL ETHICAL REVIEW BOARD (IRB), RECOMBINANT DNA PROTOCOL (RDNA)) ANNUALLY, IF APPLICABLE FOR THE RESEARCH PROJECT. ANY SUBSEQUENT PAYMENTS TO GRANT AWARDEES ARE GENERATED AFTER THE RECEIPT OF THESE DOCUMENTS AND APPROVAL BY THE DIRECTOR OR SENIOR ASSOCIATE DIRECTOR OF SCIENTIFIC GRANTS, THE SENIOR VICE PRESIDENT OF MEDICAL AND SCIENTIFIC RELATIONS AND BY THE CHIEF SCIENCE OFFICER AND MEDICAL AFFAIRS LEAD. AT THE CONCLUSION OF THE AWARD, ALL REPORTS/PUBLICATIONS ARE DUE 90 DAYS AFTER THE AWARD EXPIRES AND MUST BE UPLOADED TO THE PROPOSAL CENTRAL ONLINE SYSTEM. THE FINANCIAL REPORT MUST BE SIGNED BY THE INSTITUTIONAL OFFICIAL WHO HAS FISCAL RESPONSIBILITY FOR THE AWARD. PUBLICATIONS, AS ACCEPTED, ARE UPLOADED TO PROPOSAL CENTRAL DURING AND AFTER THE DURATION OF THE GRANT. IT IS EXPECTED THAT AWARDEES WILL CONTINUE TO MAINTAIN RECORD OF ANY PUBLICATIONS ACKNOWLEDGING THE ALZHEIMER'S ASSOCIATION. AN ANNUAL NOTIFICATION TO ALL AWARDEES, CURRENT AND RECENT AWARDEES, IS SENT AS A REMINDER TO UPDATE PUBLICATIONS AND/OR ANY OTHER OUTPUTS (I.E. INTELLECTUAL PROPERTY OR LICENSING) THAT ARE RESULTS OF FUNDED WORK. DATA GENERATED AS A RESULT OF ALZHEIMER'S ASSOCIATION FUNDED WORK IS SUBJECT TO DATA SHARING, AS A CONDITION OF AWARD. DATA AND OTHER OUTPUTS OF THE PROJECT ARE SUBJECTED TO THIS POLICY FOR QUICK, REASONABLE SUBMISSIONS FOR COMPLETED WORK. FURTHER, AWARDEES HAVE THE OPPORTUNITY TO SUBMIT/SHARE DATA, AS APPLICABLE, THROUGH THE GLOBAL ALZHEIMER'S ASSOCIATION INTERACTIVE NETWORK (GAAIN*), A GLOBAL INFRASTRUCTURE, HOSTED AT THE UNIVERSITY OF SOUTHERN CALIFORNIA, CONNECTING RESEARCH STUDIES FROM AROUND THE WORLD THROUGH ONE PORTAL WHERE DATA CAN BE INTERROGATED IN AGGREGATE FOR ANALYSIS USING A VIRTUAL MACHINE. GAAIN IS WHOLLY FUNDED BY THE ALZHEIMER'S ASSOCIATION. IN ADDITION, ALZHEIMER'S ASSOCIATION REQUESTS, MONITORS, AND FOLLOWS-UP TO ENSURE SUBMISSION COMPLIANCE ON ALL AWARDED GRANTS AND THAT FINANCIAL REPORTING REQUIREMENTS ARE MET. AWARDEES' FINANCIAL REPORTS ARE REVIEWED ANNUALLY TO ENSURE ELIGIBILITY FOR CONTINUED FUNDING. DELINQUENT REPORTS MAY RESULT IN THE WITHDRAWAL OF FUNDING. RESEARCHERS ARE INFORMED THAT DELINQUENT REPORTING COULD LEAD TO WITHDRAWAL OF FUNDING WHEN THE REQUEST FOR ANNUAL REPORTS IS SENT. IF FUNDING IS WITHDRAWN DUE TO DELINQUENT REPORTS, ANY UNSPENT FUNDS MUST BE RETURNED TO THE ALZHEIMER'S ASSOCIATION. ELIGIBILITY OF ORGANIZATIONS APPLICABLE FOR A PROGRAM ARE DETAILED IN THAT PROGRAM'S RFA. AS PART OF THE APPLICATION PROCESS, APPLICANTS ARE TO UPLOAD A W-9 FORM THAT HAS BEEN DATED AND SIGNED BY AN AUTHORIZED SIGNING OFFICIAL. THIS FORM VERIFIES THAT AN INSTITUTION OR ORGANIZATION IS DESIGNATED AS A 501(C)(3) OR OTHER NON-PROFIT ENTITY. FOR PROFIT ORGANIZATIONS MUST SUBMIT DOCUMENTATION OF NET ASSETS AND ANNUAL EARNINGS, IN ADDITION TO THE W-9 FORM FOR CONSIDERATION. THESE FORMS ARE UPLOADED WITHIN THEIR SUBMITTED APPLICATION TO PROPOSAL CENTRAL. AFTER RECEIPT, THESE FORMS ARE REVIEWED BY AN ALZHEIMER'S ASSOCIATION GRANT SPECIALIST. FOLLOWING REVIEW BY A GRANT SPECIALIST, APPLICATIONS ARE THEN MOVED FORWARD TO PEER-REVIEW. IF AWARDED, THE ALZHEIMER'S ASSOCIATION GRANT SPECIALIST INCLUDES THE APPROPRIATE FORMS IN PAYMENT REQUESTS FOR GRANT FUNDING PAYMENTS. PRIOR TO AWARD CONFIRMATION, THE MEDICAL AND SCIENTIFIC RELATIONS DIVISION VERIFIES THAT EACH INSTITUTION IS COMPLIANT WITH THE U.S. PATRIOT ACT AND DOES NOT APPEAR ON THE SPECIALLY DESIGNATED NATIONALS (SDN) LISTS. PRIOR TO PAYMENT, EACH FUNDED ALZHEIMER'S ASSOCIATION GRANT AWARDEE (I.E. THE INSTITUTION) IS VERIFIED FOR COMPLIANCE WITH THE U.S. PATRIOT ACT THROUGH OFAC. THE GRANT SPECIALIST CONFIRMS ELIGIBILITY AND PROVIDES THIS DOCUMENTATION TO THE GRANT ONLINE FILE AT PROPOSAL CENTRAL PRIOR TO PAYMENT BEING SENT TO THE AWARDEE. IN THE EVENT THAT A POSITIVE MATCH TO ONE OF THE SDN LISTS IS FOUND BY ALZHEIMER'S ASSOCIATION, IT WILL BE IMMEDIATELY REPORTED TO THE ALZHEIMER'S ASSOCIATION'S LEGAL DEPARTMENT FOR APPROPRIATE HANDLING AND FOLLOW-UP. FOR TRANSACTIONS UNRELATED TO THE INTERNATIONAL RESEARCH GRANT PROGRAM IN THE MEDICAL AND SCIENTIFIC DEPARTMENT, THE SAME FINANCIAL DOCUMENTATION IS REVIEWED. THE ALZHEIMER'S ASSOCIATION MONITORS THE SCIENTIFIC ADVANCES OF THE GRANT AWARDEES BY MAINTAINING RECORDS OF PUBLICATIONS, PRESENTATIONS, AND INTELLECTUAL PROPERTY THAT RESULT FROM FUNDED STUDIES. IN ADDITION THE ASSOCIATION MONITORS FOLLOW ON FUNDING RECEIVED BY PROJECTS INITIALLY FUNDED THROUGH THE ALZHEIMER'S ASSOCIATION. THE ASSOCIATION REQUIRES THE GRANT RECIPIENT TO NOTIFY THE ALZHEIMER'S ASSOCIATION ON AN ANNUAL BASIS WITH UPDATES TO THESE RECORDS. THE ALZHEIMER'S ASSOCIATION GRANTED FUNDS TO ALZHEIMER'S IMPACT MOVEMENT (AIM) FOR PUBLIC POLICY DIVISION ACTIVITIES IN FISCAL YEAR 2024 TO SUPPORT PRIORITIES IDENTIFIED IN THE ALZHEIMER'S ASSOCIATION'S STRATEGIC PLAN. THIS GRANT IS RESTRICTED TO THE FOLLOWING 501(C)(3) ACTIVITIES AND THE ANCILLARY ACTIVITIES NECESSARY TO ACCOMPLISH SPECIFIC GOALS INCLUDING: IMPLEMENTATION OF THE NATIONAL ALZHEIMER'S PROJECT ACT (RECOGNIZING THIS GROWING ALZHEIMER'S CRISIS, CONGRESS UNANIMOUSLY PASSED AND THE PRESIDENT SIGNED INTO LAW THE NATIONAL ALZHEIMER'S PROJECT ACT NAPA); INCREASING THE COMMITMENT TO ALZHEIMER'S RESEARCH; EXPANDING EDUCATION EFFORTS AND CAREGIVER SUPPORT SERVICES; EXPANDING DIAGNOSIS AND PLANNING. *THESE ARE THE NAMES THAT ARE TRADEMARKS TO ALZHEIMER'S ASSOCIATION. PART III: THE ALZHEIMER'S ASSOCIATION PROVIDES RESPITE CAREGIVER ASSISTANCE TO INDIVIDUALS FOR THE BENEFIT OF SPECIFIED INDIVIDUALS TO COVER CARETAKING COSTS. THE ALZHEIMER'S ASSOCIATION DOES NOT KEEP A RECORD TO TRACK EACH GRANT GIVEN TO EVERY SINGLE INDIVIDUAL, SO THEY ARE USING AN ESTIMATE FOR THE NUMBER OF RECIPIENTS BASED ON CURRENT DATA AVAILABLE AT THIS TIME. MEDICALERT + ALZHEIMER'S ASSOCIATION'S SAFE RETURN, A NATIONWIDE IDENTIFICATION, SUPPORT AND ENROLLMENT PROGRAM THAT PROVIDES ASSISTANCE WHEN A PERSON WITH ALZHEIMER'S OR A RELATED DEMENTIA HAS WANDERED AND BECOMES LOST LOCALLY OR FAR FROM HOME. IN ADDITION TO HELPING THOSE WHO HAVE WANDERED, THE PROGRAM ALSO PROVIDES FIRST RESPONDENTS WITH VITAL MEDICAL HISTORY THAT MAY BE NECESSARY TO TREAT THE PERSON WITH ALZHEIMER'S WHO MAY NOT BE ABLE TO COMMUNICATE THE INFORMATION. X X 1 1 X X X X X 0 1 0 0 0 0 0 1 0 KATHERINE JOANNE PIKE PRESIDENT/CEO 680381 16755 212556 0 50286 0 36300 0 37324 0 1016847 16755 33408 0 MARIA CARRILLO CHIEF SCIENCE OFFICER 650055 0 190800 0 50816 0 81933 0 4402 0 978006 0 42824 0 ROBERT EGGE CHIEF PUBLIC POLICY OFFICER 580494 28267 180900 0 50816 0 79776 0 37313 0 929299 28267 42824 0 HARRY JOHNS FORMER CHIEF EXECUTIVE OFFICER 113683 0 138629 0 646675 0 36300 0 0 0 935287 0 494765 0 DONNA MCCULLOUGH - CHIEF MISS & FIELD OPS OFR (THRU 1/24); COO 635692 1463 183000 0 4466 0 81102 0 13566 0 917826 1463 0 0 RICHARD HOVLAND CFO (TO 7/17/23); COO (THRU 1/24) 548357 440 165000 0 7760 0 73800 0 30664 0 825581 440 0 0 KENANN CASSIDY EAST AREA LEADER 428871 0 117736 0 34372 0 66756 0 17370 0 665105 0 37905 0 CARL HILL CHIEF DE&I OFFICER 355310 0 105000 0 1591 0 61290 0 12395 0 535586 0 0 0 ERIC VANVLYMEN AREA LEADER WEST 357235 0 88750 0 1647 0 61242 0 13849 0 522723 0 0 0 MICHELLE HELTON VP, FINANCIAL OPERATIONS 328105 0 50512 0 1525 0 36300 0 40081 0 456523 0 0 0 ANTHONY D'AMATO - ASST SECY VP, LEGAL & GENERAL COUNSEL 340506 2554 50980 0 803 0 36300 0 13933 0 442522 2554 0 0 MARK LEON CFO & ASST. TREASURER (AS OF 7/23) 155249 0 15000 0 346 0 16315 0 7992 0 194902 0 0 0 PART I, LINE 1A PERSONAL SERVICES THE PRESIDENT/CEO RECEIVED ADDITIONAL TAXABLE FRINGE INCOME FOR PERSONAL SECURITY ASSESSMENT FEES. THIS AMOUNT IS INCLUDED ON SCHEDULE J, PART II, COLUMN B(III). TRAVEL FOR COMPANIONS AT TIMES A BOARD MEMBER WITH EARLY ONSET ALZHEIMER'S DISEASE MAY REQUIRE A COMPANION TO ACCOMPANY HIM OR HER ON BUSINESS TRAVEL FOR SAFETY REASONS. SINCE HIS OR HER INVOLVEMENT IN THE MEETINGS IS CRITICAL TO REPRESENTING KEY CONSTITUENTS AND APPROPRIATELY FULFILLING THE MISSION OF THE ALZHEIMER'S ASSOCIATION, THE EXPENSES OF COMPANION TRAVEL ARE REIMBURSED. PART I, LINE 4B SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN THERE WERE NO ADDITIONAL AMOUNTS ACCRUED FOR HARRY JOHNS OR RICHARD HOVLAND RELATED TO A 457(B) PLAN IN CALENDAR YEAR 2023. HARRY JOHNS RECEIVED A PAYOUT OF PREVIOUSLY ACCRUED BENEFITS UNDER HIS 457(B) PLAN PLUS EARNINGS OF $260,410 OF WHICH $126,500 WAS PREVIOUSLY REPORTED. EACH OF THE INDIVIDUALS LISTED BELOW HAD CONTRIBUTIONS OF THE AMOUNTS INDICATED BELOW INTO THEIR 457(F) PLAN IN CALENDAR YEAR 2023 WHICH IS REPORTED IN SCHEDULE J, PART II, COLUMN (C). DONNA MCCULLOUGH - $44,802 ROBERT EGGE - $43,476 MARIA CARRILLO - $45,633 KENANN CASSIDY - $30,456 CARL HILL - $24,990 MARK LEON - $11,106 PART I, LINE 7 ALZHEIMER'S ASSOCIATION HAS A PERFORMANCE-BASED INCENTIVE COMPENSATION PLAN. CERTAIN INDIVIDUALS OF ALZHEIMER'S ASSOCIATION CAN EARN INCENTIVE COMPENSATION IF THEY MEET THE CRITERIA OUTLINED IN THEIR RESPECTIVE EMPLOYMENT AGREEMENTS. THE CEO IS ALSO ELIGIBLE TO PARTICIPATE IN THE INCENTIVE COMPENSATION PLAN AND HER INCENTIVE COMPENSATION PAYMENTS ARE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE. WHILE THE COMPENSATION COMMITTEE MAKES THE RECOMMENDATION AND INITIALLY APPROVES, THE FULL APPROVAL OF THE BOARD IS NEEDED FOR CEO COMPENSATION PAYMENTS. PART II, COLUMN (B) (II): SUPPLEMENTAL COMPENSATION INFORMATION: BONUS AND INCENTIVE COMPENSATION JOANNE PIKE AND HARRY JOHNS RECEIVED PERFORMANCE-BASED INCENTIVE COMPENSATION OF $212,556 AND $138,629, RESPECTIVELY, BASED ON THEIR SUCCESSFUL ACHIEVEMENT OF SPECIFIC GOALS, WHICH WERE DEVELOPED, REVIEWED, AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS IN CONSULTATION WITH THE BOARD'S INDEPENDENT THIRD-PARTY COMPENSATION CONSULTANTS. THESE PERFORMANCE BASED INCENTIVE COMPENSATION WERE EARNED FOR PERFORMANCE IN FISCAL YEAR 2023 AND WERE PAID IN CALENDAR YEAR 2023. RICHARD HOVLAND, DONNA MCCULLOUGH, ROBERT EGGE, MARIA CARRILLO, CARL HILL, KENANN CASSIDY, ERIC VANVLYMEN, ANTHONY D'AMATO AND MICHELLE HELTON RECEIVED PERFORMANCE-BASED INCENTIVES EARNED IN FISCAL YEAR 2023 AND PAID IN CALENDAR YEAR 2023. MARK LEON RECEIVED A SIGN-ON BONUS WHICH WAS PART OF HIS INITIAL EMPLOYMENT OFFER. PART II, COLUMN (B) (III): JOANNE PIKE AND RICHARD HOVLAND RECEIVE A BASIC LIFE INSURANCE BENEFIT OF ONE TIMES THE ANNUAL SALARY. THE AMOUNT REPRESENTED IN THIS SECTION IS IMPUTED INCOME FOR THE GROUP TERM LIFE BENEFIT. DONNA MCCULLOUGH, ROBERT EGGE, MARIA CARRILLO, CARL HILL, KENANN CASSIDY, ANTHONY D'AMATO, MICHELLE HELTON, ERIC VANVLYMEN AND MARK LEON ALSO RECEIVE THE LIFE INSURANCE BENEFIT. RICHARD HOVLAND, JOANNE PIKE, DONNA MCCULLOUGH, CARL HILL, KENANN CASSIDY, ERIC VANVLYMEN AND MICHELLE HELTON HAVE ADDITIONAL IMPUTED INCOME FOR VOLUNTARY ELECTIONS UNDER THE GROUP DISABILITY PLAN. JOANNE PIKE HAS ADDITIONAL TAXABLE FRINGE INCOME FOR PERSONAL SECURITY ASSESSMENT FEES. HARRY JOHNS RECEIVED A PAYOUT OF $260,410 FROM HIS 457(B) PLAN WHICH BECAME FULLY VESTED AS A RESULT OF HIS RETIREMENT ON 12/31/2022. HARRY JOHNS RECEIVED AN ADDITIONAL RETENTION BONUS PAYOUT OF $386,265 WHICH WAS EARNED OVER MULTIPLE YEARS, WAS PERFORMANCE-BASED AND APPROVED BY THE COMPENSATION COMMITTEE AS PART OF THE REASONABLE TOTAL COMPENSATION IN A MANNER THAT QUALIFIED FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERMEDIATE SANCTION RULES AND AS PART OF HIS EMPLOYMENT AGREEMENT. JOANNE PIKE, MARIA CARRILLO, ROB EGGE AND KENANN CASSIDY RECEIVED PAYOUTS FOR THEIR 457(B) CONTRIBUTIONS THAT BECAME FULLY VESTED IN 2023 AND FUNDED IN IN PREVIOUS YEARS. PART II, COLUMN (C): SUPPLEMENTAL COMPENSATION INFORMATION: RETIREMENT AND OTHER DEFERRED COMPENSATION JOANNE PIKE - RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES EMPLOYER CONTRIBUTIONS TO A QUALIFIED BROAD-BASED 401(K) RETIREMENT PLAN -$36,300. RICHARD HOVLAND - RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES EMPLOYER CONTRIBUTIONS TO A QUALIFIED 401(K) RETIREMENT PLAN - $36,300, RETENTION BONUS - $37,500 HARRY JOHNS, DONNA MCCULLOUGH, ROBERT EGGE, MARIA CARRILLO, CARL HILL KENANN CASSIDY, ANTHONY D'AMATO, MICHELLE HELTON, ERIC VANVLYMEN AND MARK LEON - RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES EMPLOYER CONTRIBUTIONS TO A QUALIFIED 401(K) RETIREMENT PLAN. DONNA MCCULLOUGH, ROBERT EGGE, MARIA CARRILLO, CARL HILL, KENANN CASSIDY, ERIC VANVLYMEN AND MARK LEON - RETIREMENT AND OTHER DEFERRED COMPENSATION ALSO INCLUDES EMPLOYER CONTRIBUTIONS TO A NON-QUALIFIED 457(F) SUPPLEMENTAL RETIREMENT PLAN. PART II, COLUMN (D): SUPPLEMENTAL COMPENSATION INFORMATION: NONTAXABLE BENEFITS JOANNE PIKE - NON-TAXABLE BENEFITS OF $37,324 INCLUDE EMPLOYER CONTRIBUTIONS TO MEDICAL, DENTAL, BASIC LIFE INSURANCE, SHORT AND LONG-TERM DISABILITY, AND LONG-TERM CARE INSURANCE BASED ON HER PERSONAL ELECTIONS FOR CALENDAR YEAR 2023 THROUGH THE BENEFIT OFFERINGS AVAILABLE TO ALL OTHER BENEFITS-ELIGIBLE EMPLOYEES AT OUR ORGANIZATION. THE AMOUNTS REPRESENTED FOR RICHARD HOVLAND, DONNA MCCULLOUGH, ROBERT EGGE, MARIA CARRILLO, CARL HILL, KENANN CASSIDY, ANTHONY D'AMATO, MICHELLE HELTON, ERIC VANVLYMEN AND MARK LEON REPRESENT COMPANY CONTRIBUTIONS TO THE MEDICAL, DENTAL, BASIC LIFE INSURANCE, SHORT AND LONG-TERM DISABILITY, AND LONG-TERM CARE INSURANCE BASED ON INDIVIDUAL ELECTIONS. SARA GIAMMARISE SENIOR DIRECTOR WALK DAUGHTER OF DAVID HUNTER, DIRECTOR 91140 EMPLOYMENT 0 X 609 8952685 FMV X GALA-RELATED 1188 1317250 FMV X NON-GALA-RLTD 1061 663243 FMV X FUNDRAISING 47506 116425 FMV X RAFFLE 39 39467 FMV X CRYPTO CURRENCY 11 26104 FMV 1 0 1 1 PART I, LINE 25 AND LINE 32B: THIRD PARTY ASSISTANCE OF NONCASH CONTRIBUTIONS LINE 25: THE ALZHEIMER'S ASSOCIATION RECEIVES VARIOUS NONCASH CONTRIBUTIONS FOR THEIR FUNDRAISING EVENTS. THESE ITEMS INCLUDE SPORTING TICKETS, JEWELRY, CONCERT TICKETS, DINNERS AND VARIOUS OTHER PACKAGES. LINE 32B: A THIRD PARTY RECEIVES DIRECTLY, SELLS AND REMITS PROCEEDS FROM AUTOMOBILE SALES. PART I, COLUMN B: ALZHEIMER'S ASSOCIATION IS REPORTING THE DOLLAR AMOUNT OF NONCASH CONTRIBUTIONS AS WELL AS THE NUMBER OF ITEMS RECEIVED. FORM 990, PART VI, SECTION A, LINE 1A GOVERNING BODY: THE BOARD OF DIRECTORS OF THE ALZHEIMER'S ASSOCIATION IS THE ORGANIZATION'S GOVERNING BODY. THE BOARD HAS DELEGATED AUTHORITY TO ITS STANDING AND OTHER BUSINESS COMMITTEES AS DESCRIBED IN ARTICLE VII OF THE ORGANIZATIONAL BYLAWS. THE FOLLOWING EXCERPTS FROM ALZHEIMER'S ASSOCIATION BYLAWS DISCUSS THE COMMITTEES OF THE BOARD OF DIRECTORS. COMMITTEES OF DIRECTORS: ALL COMMITTEE MEETINGS SHALL BE OPEN TO ATTENDANCE BY ALL DIRECTORS EXCEPT IN EXECUTIVE SESSION. ONLY COMMITTEE MEMBERS MAY VOTE ON COMMITTEE MATTERS. THE BOARD OF DIRECTORS SHALL HAVE THE FOLLOWING STANDING COMMITTEES: EXECUTIVE, FINANCE, GOVERNANCE AND NOMINATING, COMPENSATION, AUDIT AND MISSION OUTCOMES. EXECUTIVE COMMITTEE: THE EXECUTIVE COMMITTEE SHALL MANAGE THE BUSINESS AND PROPERTY OF ALZHEIMER'S ASSOCIATION IN BETWEEN MEETINGS OF THE BOARD OF DIRECTORS; PROVIDED, THAT THE EXECUTIVE COMMITTEE SHALL NOT TAKE ANY ACTION WHICH IS CONTRARY TO POLICIES OF ALZHEIMER'S ASSOCIATION AS ADOPTED BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL HAVE SUCH ADDITIONAL POWERS AS MAY BE PROVIDED BY LAW OR RESOLUTION OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL REPORT TO THE BOARD OF DIRECTORS AT EACH MEETING OF THE BOARD OF DIRECTORS AND REPORT EXECUTIVE COMMITTEE ACTIONS IN A TIMELY MANNER IN BETWEEN BOARD OF DIRECTORS MEETINGS. AT EACH OF ITS ANNUAL MEETINGS, THE BOARD OF DIRECTORS BY DULY ADOPTED RESOLUTION SHALL ELECT AN EXECUTIVE COMMITTEE CONSISTING OF NO FEWER THAN SEVEN NOR MORE THAN FIFTEEN DIRECTORS. THE CHAIR, CHAIR ELECT, VICE CHAIRS, SECRETARY, TREASURER, CHAIRS OF THE STANDING COMMITTEE, AND THE CHAIR OF THE MEDICAL AND SCIENTIFIC ADVISORY GROUP, SHALL BE MEMBERS OF THE EXECUTIVE COMMITTEE. THE CHAIR OF THE BOARD OF DIRECTORS SHALL BE THE CHAIR OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE MAY HOLD REGULAR MEETINGS MONTHLY OR AS IT MAY OTHERWISE DETERMINE. AT SUCH PLACE AND AT SUCH TIMES AND UPON SUCH NOTICE AS IT MAY DETERMINE. SPECIAL MEETINGS OF THE EXECUTIVE COMMITTEE MAY BE CALLED AT ANY TIME BY THE CHAIR OR BY ANY THREE OF ITS MEMBERS, BY NOTICE DELIVERED PERSONALLY OR BY MAIL, TELEPHONE, OR ELECTRONIC TRANSMISSION AT LEAST SEVEN DAYS (OR AT LEAST 48 HOURS IN THE CASE OF MEETINGS HELD BY REMOTE COMMUNICATION) PRIOR TO THE MEETING. A MAJORITY OF THE CURRENTLY SERVING MEMBERS OF THE EXECUTIVE COMMITTEE SHALL CONSTITUTE A QUORUM FOR ALL PURPOSES. FINANCE COMMITTEE: THE FINANCE COMMITTEE SHALL CONSIST OF AT LEAST FIVE DIRECTORS AND SHALL BE CHAIRED BY THE TREASURER. THE FINANCE COMMITTEE SHALL OVERSEE AND REVIEW ALL FINANCIAL REPORTS, ACCOUNTING ACTIVITIES AND INVESTMENT DECISIONS OF ALZHEIMER'S ASSOCIATION, AND ALSO SHALL RECOMMEND A PROJECTED BUDGET FOR EACH FISCAL YEAR TO BE PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL. THE FINANCE COMMITTEE AND THE COMPENSATION COMMITTEE SHALL HAVE SEPARATE BUT COORDINATED FIDUCIARY AND OVERSIGHT RESPONSIBILITY WITH RESPECT TO THE ALZHEIMER'S ASSOCIATION 401(K) SAVINGS PLAN AND ANY OTHER TAX-QUALIFIED RETIREMENT PLANS SPONSORED BY ALZHEIMER'S ASSOCIATION (THE PLANS). WORKING IN COORDINATION WITH THE COMPENSATION COMMITTEE, THE FINANCE COMMITTEE SHALL BE RESPONSIBLE FOR PROVIDING APPROPRIATE GOVERNANCE OVERSIGHT AS TO THE FINANCIAL AND INVESTMENT OPERATIONS OF THE PLANS, INCLUDING APPOINTMENT OF FIDUCIARIES RELATING TO INVESTMENT MANAGEMENT UNDER THE PLANS, FOR TAKING FINAL ACTIONS WITH RESPECT TO SUCH FINANCIAL AND INVESTMENT OPERATIONS, AND FOR PROVIDING APPROPRIATE REPORTS TO THE BOARD OF DIRECTORS WITH RESPECT TO SUCH OVERSIGHT AND ACTIONS. GOVERNANCE AND NOMINATING COMMITTEE: AT EACH OF ITS ANNUAL MEETINGS, THE BOARD OF DIRECTORS, BY DULY ADOPTED RESOLUTION, SHALL ELECT A GOVERNANCE AND NOMINATING COMMITTEE CONSISTING OF NO FEWER THAN SEVEN NOR MORE THAN FIFTEEN INDIVIDUALS CURRENTLY SERVING AS A DIRECTOR. AT LEAST ONE-THIRD OF THE GOVERNANCE AND NOMINATING COMMITTEE SHALL BE DIRECTORS HAVING CHAPTER EXPERIENCE. THE GOVERNANCE AND NOMINATING COMMITTEE SHALL ASSIST THE BOARD IN ENSURING THE SUCCESSFUL GOVERNANCE OF ALZHEIMER'S ASSOCIATION THROUGH BOARD ASSESSMENT, RECRUITING, NOMINATIONS, ORIENTATION, AND DEVELOPMENT. THE GOVERNANCE AND NOMINATIONS COMMITTEE SHALL NOMINATE CANDIDATES FOR DIRECTORS, OFFICERS, AND MEMBERS OF THE EXECUTIVE COMMITTEE. THE GOVERNANCE AND NOMINATIONS COMMITTEE MAY NOMINATE CANDIDATES FOR HONORARY DIRECTOR AND ANY ADVISORY OR HONORARY COUNCILS, GROUPS OR COMMITTEES. THE GOVERNANCE AND NOMINATIONS COMMITTEE ALSO SHALL PROVIDE INPUT TO THE CHAIR ON THE SELECTION OF OFFICERS AND COMMITTEE CHAIRS. COMPENSATION COMMITTEE: THE COMPENSATION COMMITTEE SHALL BE RESPONSIBLE FOR REVIEWING AND APPROVING, SUBJECT TO FURTHER AND FINAL APPROVAL BY THE BOARD OF DIRECTORS, ALL FORMS OF COMPENSATION AND BENEFITS FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OR CHIEF EXECUTIVE OFFICER. THE COMPENSATION COMMITTEE SHALL CONDUCT ITS REVIEW AND APPROVAL OF HIS OR HER TOTAL COMPENSATION AND BENEFITS IN A MANNER INTENDED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED ("SECTION 4958"). THE COMPENSATION COMMITTEE ALSO SHALL BE RESPONSIBLE FOR REVIEWING AND APPROVING APPROPRIATE MARKET DATA, TO BE USED BY THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OR CHIEF EXECUTIVE OFFICER TO SET OR ADJUST COMPENSATION OF ANY OTHER EXECUTIVE-LEVEL EMPLOYEE WHO COULD BE CONSIDERED TO BE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF ALZHEIMER'S ASSOCIATION WITHIN THE MEANING OF SECTION 4958. THE COMPENSATION COMMITTEE ALSO SHALL BE RESPONSIBLE FOR OVERSIGHT OF EXECUTIVE-LEVEL BENEFITS AND SUCCESSION PLANNING FOR KEY POSITIONS IN ALZHEIMER'S ASSOCIATION. THE FINANCE COMMITTEE AND THE COMPENSATION COMMITTEE SHALL HAVE SEPARATE BUT COORDINATED FIDUCIARY AND OVERSIGHT RESPONSIBILITY WITH RESPECT TO THE ALZHEIMER'S ASSOCIATION 401(K) SAVINGS PLAN AND ANY OTHER TAX-QUALIFIED RETIREMENT PLANS SPONSORED BY ALZHEIMER'S ASSOCIATION (THE PLANS). WORKING IN COORDINATION WITH THE COMPENSATION COMMITTEE, THE FINANCE COMMITTEE SHALL BE RESPONSIBLE FOR PROVIDING APPROPRIATE GOVERNANCE OVERSIGHT AS TO THE FINANCIAL AND INVESTMENT OPERATIONS OF THE PLANS, INCLUDING APPOINTMENT OF FIDUCIARIES RELATING TO INVESTMENT MANAGEMENT UNDER THE PLANS, FOR TAKING FINAL ACTIONS WITH RESPECT TO SUCH FINANCIAL AND INVESTMENT OPERATIONS, AND FOR PROVIDING APPROPRIATE REPORTS TO THE BOARD OF DIRECTORS WITH RESPECT TO SUCH OVERSIGHT AND ACTIONS. AUDIT COMMITTEE: THE AUDIT COMMITTEE SHALL BE RESPONSIBLE FOR RECOMMENDING AN AUDITOR TO THE BOARD OF DIRECTORS AND SHALL OVERSEE THE ACTIVITIES OF ANY INTERNAL AUDITOR OF ALZHEIMER'S ASSOCIATION. THE AUDIT COMMITTEE SHALL SEE THAT AN ANNUAL AUDIT IS PREPARED BY AN INDEPENDENT FIRM OF CERTIFIED PUBLIC ACCOUNTANTS SELECTED BY THE BOARD OF DIRECTORS AND, UPON RECEIVING SUCH AUDITOR'S REPORT, THE AUDIT COMMITTEE SHALL PREVIEW THE AUDIT REPORT FOR SUBMISSION TO THE BOARD OF DIRECTORS EACH YEAR. THE AUDIT COMMITTEE SHALL REVIEW THE FINANCIAL REPORTS OF ALZHEIMER'S ASSOCIATION, ITS SYSTEM OF INTERNAL CONTROLS, AND THE AUDIT PROCESS. THE AUDIT COMMITTEE SHALL HAVE AT LEAST FIVE MEMBERS, ALL OF WHOM ARE MEMBERS OF THE BOARD OF DIRECTORS AND THE MAJORITY OF WHOM HAVE APPROPRIATE FINANCIAL EXPERTISE. AT LEAST ONE MEMBER OF THE AUDIT COMMITTEE SHALL MEET THE REQUIREMENT OF "AUDIT COMMITTEE FINANCIAL EXPERT" AS THEN DEFINED BY THE SECURITIES AND EXCHANGE COMMISSION. THE MAJORITY OF THE MEMBERS OF THE AUDIT COMMITTEE MAY NOT CONCURRENTLY SERVE ON THE FINANCE COMMITTEE AND THE TREASURER AND CHAIR OF THE FINANCE COMMITTEE MAY NOT SERVE CONCURRENTLY ON THE AUDIT COMMITTEE. MISSION OUTCOMES COMMITTEE: THE MISSION OUTCOMES COMMITTEE SHALL OVERSEE AND REVIEW PROGRESS AGAINST THE ALZHEIMER'S ASSOCIATION'S STRATEGIC PLAN'S PRIORITY ACTIVITIES AND SHALL SUPPORT AND FACILITATE BOARD OF DIRECTORS CONVERSATIONS THAT ARE FOCUSED ON MISSION DELIVERY AND THE APPROVED STRATEGIC PLAN. OTHER COMMITTEES: IN ADDITION TO THE STANDING COMMITTEES, OTHER COMMITTEES MAY BE DESIGNATED BY RESOLUTION ADOPTED BY A MAJORITY OF THE DIRECTORS PRESENT AT ANY MEETING. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS THE ORGANIZATION UNDERGOES A THOROUGH REVIEW PROCESS BEFORE FILING THE RETURN. THE AUDIT COMMITTEE DISCUSSES AND REVIEWS THE FORM BEFORE IT IS PROVIDED TO THE OFFICERS AND FULL BOARD OF DIRECTORS. ALL OFFICERS AND THE FULL BOARD OF DIRECTORS ARE PROVIDED A COPY FOR THEIR REVIEW AND HAVE THE OPPORTUNITY TO COMMENT BEFORE THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT THE ALZHEIMER'S ASSOCIATION'S CONFLICT OF INTEREST POLICY IS DESCRIBED IN ARTICLE XII, SECTION 2 OF THE ORGANIZATIONAL BYLAWS. THE RESPONSIBILITY FOR DISCLOSING ANY KNOWN OR REASONABLY FORESEEABLE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST SHALL BE DISCLOSED TO THE BOARD OF DIRECTORS OR ITS COMMITTEE DESIGNEE, BY THE INTEREST PERSON WHOSE INTERESTS ARE OR MAY APPEAR TO BE IN CONFLICT WITH ALZHEIMER'S ASSOCIATION. ALL INTERESTED PERSON ARE REQUIRED TO FILE WITH ALZHEIMER'S ASSOCIATION A DISCLOSURE STATEMENT PRIOR TO SUCH INDIVIDUAL COMMENCING HIS OR HER SERVICE WITH ALZHEIMER'S ASSOCIATION AND AT SUCH TIME AND IN SUCH MANNER AS MAY BE PROVIDED IN GUIDELINES ADOPTED BY THE BOARD OF DIRECTORS. ALL INTERESTED PERSONS SERVING ALZHEIMER'S ASSOCIATION SHALL FILE DISCLOSURE STATEMENTS, FROM TIME TO TIME, AS MAY BE REQUIRED BY THE BOARD OF DIRECTORS, THE BYLAWS ARTICLE XII, SECTION 2 OR ANY OTHER BOARD POLICY, AND IN NO EVENT LESS OFTEN THAN ANNUALLY. INTERESTED PERSONS SHALL DISCLOSE ANY CONFLICT AND SHALL NOT VOTE ON A MATTER AND FURTHER IF REQUESTED BY THE CHAIR OR RESOLUTION OF THE BOARD SHALL LEAVE THE ROOM IN WHICH THE BOARD OR COMMITTEE IS MEETING AND SHALL NOT PARTICIPATE IN ANY DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION. THE MINUTES SHALL REFLECT THAT THE CONFLICT OF INTEREST WAS DISCLOSED AND THE INTERESTED PERSON DID NOT PARTICIPATE IN ANY DISCUSSION OF THE MATTER AND DID NOT VOTE ON THE MATTER IN PERSON OR BY PROXY. WHEN ANY SUCH CONFLICT OF INTEREST IS RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF DIRECTORS OR ANY COMMITTEE OF THE BOARD, THE INTERESTED PERSON SHALL DISCLOSE SUCH CONFLICT TO THE BOARD OF DIRECTORS OR SUCH COMMITTEE AND SHALL NOT VOTE ON THE MATTER. FURTHER THE INTERESTED PERSON OR REPRESENTATIVE HAVING A CONFLICT IF REQUESTED BY THE CHAIR OR RESOLUTION OF THE BOARD SHALL LEAVE THE ROOM IN WHICH THE BOARD OR THE COMMITTEE IS MEETING AND SHALL NOT PARTICIPATE IN ANY DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION. WHEN THERE IS A DOUBT AS TO WHETHER A CONFLICT OF INTEREST EXISTS, THE MATTER SHALL BE RESOLVED BY A VOTE OF THE BOARD OF DIRECTORS OR THE COMMITTEE, AS THE CASE MAY BE, EXCLUDING THE INTERESTED PERSON CONCERNING WHOM THE DOUBT HAS ARISEN. COPIES OF ALZHEIMER'S ASSOCIATION BYLAWS ARTICLE, INCLUDING THE CONFLICT OF INTEREST POLICY AND ANY RELATED ETHICAL POLICY OR GUIDELINES AS FROM TIME TO TIME ADOPTED OR AMENDED BY THE BOARD OF DIRECTORS, SHALL BE PRESENTED TO ALL INTERESTED PERSONS SERVING ALZHEIMER'S ASSOCIATION AT THE TIME OF ANY SUCH ADOPTION OR AMENDMENT AND IN NO EVENT LESS OFTEN THAN ANNUALLY; AND TO ALL INDIVIDUALS SEEKING TO SERVE ALZHEIMER'S ASSOCIATION AS AN INTERESTED PERSON PRIOR TO REQUESTING ANY SUCH INDIVIDUAL TO EXECUTE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION COMPENSATION IS ESTABLISHED FOR THE PRESIDENT & CEO BY THE COMPENSATION COMMITTEE AND THE EXECUTIVE COMMITTEE AFTER A THOROUGH SALARY/MARKET REVIEW CONDUCTED BY OUTSIDE COMPENSATION CONSULTANTS. FOR THE PRESIDENT & CEO POSITION, THE GATHERING OF RELEVANT COMPARABILITY DATA FROM INDEPENDENT SOURCES OCCURRED IN 2024. THE PROCESS WAS CONDUCTED IN A MANNER INTENDED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERMEDIATE SANCTIONS RULES. AS TO THE MEMBERS OF THE SENIOR MANAGEMENT TEAM OTHER THAN THE PRESIDENT & CEO, ANNUALLY UPDATED MARKET DATA IS ALSO PROVIDED BY THE OUTSIDE COMPENSATION CONSULTANT, SO THAT THE UPDATED MARKET DATA CAN BE USED IN SETTING REASONABLE COMPENSATION FOR EACH MEMBER OF THE SENIOR MANAGEMENT TEAM. EACH YEAR THE COMPENSATION COMMITTEE EVALUATES THE PRESIDENT & CEO'S PERFORMANCE THROUGH A ROBUST ASSESSMENT PROCESS WHICH INCLUDES COLLECTION, INTERVIEWS AND PERFORMANCE EVALUATION COMPARING RESULTS TO GOALS. THE COMMITTEE AND CHAIR OF THE BOARD USE THIS DATA TO DETERMINE INCENTIVE COMPENSATION ELIGIBILITY. THE SENIOR STAFF HAS A COMPREHENSIVE PERFORMANCE EVALUATION AND COMPENSATION REVIEW DONE AT THE END OF EACH FISCAL YEAR. THESE INCLUDE A SELF-ASSESSMENT AND EVALUATION BY THE PRESIDENT & CEO. UPDATED MARKET DATA FOR USE IN SETTING REASONABLE COMPENSATION IS PROVIDED BY A NATIONAL COMPENSATION CONSULTING FIRM TO THE COMPENSATION COMMITTEE FOR CONFIRMATION OF REASONABLENESS USING A PROCESS DESIGNED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS (INCLUDING CONTEMPORANEOUS DOCUMENTATION IN THE COMMITTEE'S MINUTES). THE MOST RECENT COMPENSATION STUDY WAS CONDUCTED IN 2024 AND THE SALARY AND TOTAL COMPENSATION PACKAGE OF THE PRESIDENT & CEO WAS BENCHMARKED BY C3 NONPROFIT CONSULTING GROUP (A DIVISION OF SULLIVAN COTTER). COMPENSATION IS CONTEMPORANEOUSLY DOCUMENTED IN THE COMPENSATION COMMITTEE'S MINUTES. FORM 990, PART VI, SECTION C, LINE 18 HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE TO THE GENERAL PUBLIC BY POSTING ON THE WEBSITE WWW.ALZ.ORG AND UPON REQUEST. THE ORGANIZATION MAKES ITS FORM 1023 AVAILABLE TO THE GENERAL PUBIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC BY POSTING ON THE ORGANIZATION'S WEBSITE AT WWW.ALZ.ORG AND UPON REQUEST. THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF PERPETUAL TRUSTS 2,157,377. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -661,987. BAD DEBT EXPENSE -3,017,800. RESCINDED RESEARCH GRANTS 3,263,400. ALZHEIMER'S IMPACT MOVEMENT (AIM) 225 N MICHIGAN AVE FL 17 CHICAGO IL 60601 271961435 SOCIAL WELFARE IL 501(C)(4) ALZ ASSOC 1 ALZHEIMER'S ASSOCIATION INTERNATIONAL 181 BAY ST BROOKFIELD PL 2100 TORONTO, ONTARIO CA M5J2T3 999999999 PUBLIC FOUNDATION CA 501(C)(3) ALZ ASSOC 1 COALITION OF NY STATE ALZ ASSN CHAPS INC 4 PINE WEST PLAZA 405 ALBANY NY 12205 134076596 PUBLIC CHARITY NY 501(C)(3) LINE 7 ALZ ASSOC 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 ALZHEIMER'S IMPACT MOVEMENT B 10090952 FMV ALZHEIMER'S IMPACT MOVEMENT N 1001887 FMV ALZHEIMER'S IMPACT MOVEMENT O 5215597 FMV COALITION OF NY STATE ALZ ASSN CHAPS INC O 311912 FMV PART V, LINE 2: AMOUNT INVOLVED IN RELATIONSHIP THE ALZHEIMER'S ASSOCIATION GRANTED FUNDS TO ALZHEIMER'S IMPACT MOVEMENT (AIM) FOR PUBLIC POLICY DIVISION ACTIVITIES IN FISCAL YEAR 2024 TO SUPPORT PRIORITIES IDENTIFIED IN THE ALZHEIMER'S ASSOCIATION'S STRATEGIC PLAN. THIS GRANT IS RESTRICTED TO THE FOLLOWING 501(C)(3) ACTIVITIES AND THE ANCILLARY ACTIVITIES NECESSARY TO ACCOMPLISH SPECIFIC GOALS INCLUDING: IMPLEMENTATION OF THE NATIONAL ALZHEIMER'S PROJECT ACT (RECOGNIZING THIS GROWING ALZHEIMER'S CRISIS, CONGRESS UNANIMOUSLY PASSED AND THE PRESIDENT SIGNED INTO LAW THE NATIONAL ALZHEIMER'S PROJECT ACT - NAPA); INCREASING THE COMMITMENT TO ALZHEIMER'S RESEARCH; EXPANDING EDUCATION EFFORTS AND CAREGIVER SUPPORT SERVICES; EXPANDING DIAGNOSIS AND PLANNING.