2025-12-18T14:59:19-06:00 2025-06-30 991856619 GRANT THORNTON ADVISORS LLC 171 N CLARK ST STE 200 CHICAGO IL 60601 990 2024-07-01 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 2025-12-18 1 0 BRIDGET ROCHE P00666837 3128560200 2024 2025-03-06 01:10:19Z ALZHEIMER'S ASSOCIATION MARK LEON 225 N MICHIGAN AVE 17TH FLOOR CHICAGO IL 606017633 612645082 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. 23 23 2141 57621 0 0 435222156 445176481 6793229 8443421 9213876 10449333 -7303475 -6824337 443925786 457244898 88554469 90708349 0 0 206530947 215394921 2803081 4159252 80159087 158665782 168456050 456554279 478718572 -12628493 -21473674 525774994 523717634 220222251 212772029 305552743 310945605 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 117318427 0 0 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 7 MILLION AMERICANS ARE LIVING WITH ALZHEIMER'S AND AS MANY AS 12 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. 106887464 78797252 7850215 RESEARCH - SEE SCHEDULE O FOR DETAILSRESEARCHTHE ALZHEIMER'S ASSOCIATION IS AT THE FOREFRONT OF THE ALZHEIMER'S SCIENTIFIC FIELD, GLOBALLY CONNECTING RESEARCHERS IN THE QUEST TO FIND METHODS OF DIAGNOSIS, TREATMENT, PREVENTION AND ULTIMATELY CURES FOR ALL THE DISEASES THAT CAUSE COGNITIVE IMPAIRMENT AND DEMENTIA. 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 AND DEMENTIA 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 $450 MILLION TO OVER 1,200 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 NEARLY $90 MILLION TO ACCELERATE SCIENTIFIC PROGRESS IN 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 PITTSBURGH COMPOUND B (PIB), THE FIRST RADIOTRACER CAPABLE OF SHOWING BETA-AMYLOID IN THE LIVING BRAIN DURING A POSITRON EMISSION TOMOGRAPHY (PET) SCAN. THIS SPPURRED SIGNIFICANT INVESTMENT IN THIS AREA OF RESEARCH, LEADING TO THREE NOW FDA-APPROVED TRACERS FOR AMYLOID PET. 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. THIS LANDMARK STUDY REPORTED OUT THE TOPLINE RESULTS IN JULY 2025, DEMONSTRATING THAT TWO LIFESTYLE INTERVENTIONS TARGETING A COMBINATION OF PHYSICAL ACTIVITY, IMPROVING NUTRITION, COGNITIVE AND SOCIAL CHALLENGE AND HEALTH MONITORING IMPROVED COGNITION IN OLDER ADULTS AT RISK OF COGNITIVE DECLINE. FURTHER, WHILE BOTH INTERVENTIONS IMPROVED COGNITION, THE COGNITIVE BENEFITS WERE EVEN GREATER FOR THE PARTIICPANTS IN THE MORE STRUCTURED INTERVENTION GROUP, HELPING TO PROTECT THINKING AND MEMORY FROM THE NORMAL DECLINE THAT OFTEN COMES WITH AGING OVER THE TWO-YEAR PERIOD OF THE STUDY. 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). 106706167 1280592 570510 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 31 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.THE ALZHEIMER'S ASSOCIATION FREE 24/7 HELPLINE (800.272.3900) (HTTPS://WWW.ALZ.ORG/HELP-SUPPORT/RESOURCES/HELPLINE) IS AVAILABLE AROUND THE CLOCK, 365 DAYS A YEAR. SPECIALISTS AND MASTER'S-LEVEL CLINICIANS RECEIVED OVER 204,000 CALLS, EMAILS AND ONLINE CHATS, OFFERING CONFIDENTIAL SUPPORT AND INFORMATION TO PEOPLE LIVING WITH DEMENTIA, CAREGIVERS, FAMILIES AND THE PUBLIC. THE SERVICE IS PARTIALLY FUNDED BY A FIVE-YEAR, $10 MILLION FEDERAL GRANT AWARDED BY THE DEPARTMENT OF HEALTH AND HUMAN SERVICES ADMINISTRATION FOR COMMUNITY LIVING.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. 44808626 10630505 22696 OTHER (DIVERSITY, EQUITY & 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, EQUITY & 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: 44808626 10630505 22696 375720684 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 1439 0 1 2141 1 0 0 0 0 0 1 1 0 0 0 0 1 0 X 23 23 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK AL AR CA CO CT DC FL GA HI IL KS KY LA MA MD ME MI MN MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN VA WA WI WV X X X MARK LEON CFO & ASST TREASURER 3123355195 225 N MICHIGAN AVE 17TH FLOOR CHICAGO IL 606017633 SARAH LORANCE CHAIR (THRU 10/24) 12.00 0.00 X X 0 0 0 MINOO JAVANMARDIAN CHAIR (AS OF 10/24) 12.00 0.00 X X 0 0 0 KARYNE JONES VICE CHAIR 12.00 0.00 X X 0 0 0 DEBRA PIERSON SECRETARY (THRU 10/24) 10.00 0.00 X X 0 0 0 GEOFF HEREDIA SECRETARY (AS OF 10/24) 10.00 0.00 X X 0 0 0 DEAN BRENNER TREASURER 10.00 0.00 X X 0 0 0 ALEX TSAO DIRECTOR 5.00 0.00 X 0 0 0 AIMEE NOLAN DIRECTOR (AS OF 10/24) 5.00 0.00 X 0 0 0 BRET HILL DIRECTOR 5.00 0.00 X 0 0 0 BRUCE BAUDE DIRECTOR 5.00 0.00 X 0 0 0 BRUCE LAMB DIRECTOR 5.00 0.00 X 0 0 0 CHUCK GARRETT DIRECTOR 5.00 0.00 X 0 0 0 CYNTHIA MOORE-HARDY DIRECTOR 5.00 0.00 X 0 0 0 DAVID GONZALES DIRECTOR (THRU 10/24) 5.00 0.00 X 0 0 0 DEREK VAN AMERONGEN DIRECTOR (THRU 10/24) 5.00 0.00 X 0 0 0 DON PLAUS DIRECTOR (THRU 10/24) 5.00 0.00 X 0 0 0 DOZENE GUISHARD DIRECTOR 5.00 0.00 X 0 0 0 ELIZABETH SHIH DIRECTOR (THRU 07/24) 5.00 0.00 X 0 0 0 W GABRIEL DE LA ROSA DIRECTOR 5.00 0.00 X 0 0 0 GEORGE WALZ DIRECTOR 5.00 0.00 X 0 0 0 HAMID OKHRAVI DIRECTOR (AS OF 10/24) 5.00 0.00 X 0 0 0 IRENE SUDAC DIRECTOR 5.00 0.00 X 0 0 0 JOE ARCINIEGA DIRECTOR (THRU 07/24) 5.00 0.00 X 0 0 0 LEAH FARLEY DIRECTOR (AS OF 10/24) 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 (THRU 10/24) 5.00 0.00 X 0 0 0 OSCAR LOPEZ DIRECTOR (AS OF 10/24) 5.00 0.00 X 0 0 0 PETER GOLDSTEIN DIRECTOR (AS OF 10/24) 5.00 0.00 X 0 0 0 REBECCA CHOPP DIRECTOR (THRU 05/24) 5.00 0.00 X 0 0 0 RUSHERN BAKER DIRECTOR 5.00 0.00 X 0 0 0 TONY GONZALES DIRECTOR (THRU 10/24) 5.00 0.00 X 0 0 0 WENDY DRUMMOND DIRECTOR (THRU 02/24) 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 1.28 X 1013077 30682 130377 DONNA MCCULLOUGH CHIEF OPERATING OFFICER 60.00 0.02 X 932361 536 94844 ANTHONY D'AMATO - ASST SECY VP, LEGAL & GENERAL COUNSEL 60.00 0.04 X 426479 509 49672 BARBARA PRYOR CHIEF ADMINISTRATIVE OFFICER 60.00 0.00 X 489596 0 72380 MARK LEON CFO & ASST. TREASURER 60.00 0.06 X 492337 719 60093 MARIA CARRILLO CHIEF SCIENCE OFFICER 60.00 0.00 X 930581 0 89967 ROBERT EGGE CHIEF PUBLIC POLICY OFFICER 60.00 1.32 X 856677 28338 120571 KENANN CASSIDY CHIEF FIELD OPERATIONS OFFICER 60.00 0.01 X 598944 141 81561 CARL HILL CHIEF DE&I OFFICER 60.00 0.03 X 479919 349 72222 ERIC VANVLYMEN CHIEF FIELD OPERATIONS OFFICER 60.00 0.09 X 468998 1071 78301 KATIE EVANS CHIEF PROG & MISSION ENGT OFFICER 60.00 0.06 X 463191 604 100370 MICHAEL REICH CHIEF MARKETING OFFICER 60.00 0.00 X 435360 0 93908 RICHARD HOVLAND FORMER CFO/COO 60.00 0.00 X 300779 0 25504 MICHELLE HELTON FORMER VP, FINANCIAL OPS 60.00 0.00 X 177102 0 37013 8065401 62949 1106783 447 1 1 0 CX MARKETING LLC DBA MOORE A SERIES LLC 4200 PARL PLACE ST 300 LANHAM MD 20706 DIRECT MARKETING 22368965 NEVER WITHOUT LLC 580 TANACREST ATLANTA GA 30328 ADVERTISING 8175807 HAWORTH MARKETING MEDIA LLC 45 S 7TH STREET SUITE 2400 MINNEAPOLIS MN 55402 ADVERTISING 4618802 STAGE RIGHT INC 13610 BOULTON BLVD METTAWA IL 60045 AUDIO VISUAL 4002874 BLACKBAUD INC PO BOX 844827 BOSTON MA 022844827 CONSTITUENT RESOURCE MANAGEMENT 2726996 132 32713520 35525229 376937732 9693792 445176481 PROGRAM CONFERENCES 611710 6202746 6202746 JOURNAL 513120 1178659 1178659 ISTAART MEMBER DUES 611710 602724 602724 SAFE RETURN REG. FEES 611710 373738 373738 CAREGIVER TRAINING 611710 56985 56985 28569 28569 8443421 11446198 11446198 67476 67476 142744223 32344 143747204 26228 -1002981 6116 -996865 -996865 3110435 32713520 11311725 -8201290 -8201290 119698 41610 78088 78088 179652 273417 -93765 -93765 STATE SPONSORED REV 900099 994762 994762 MISCELLANEOUS REVENUE 900099 306392 306392 AFFILIATE REVENUE 900099 24000 24000 1325154 457244898 8443421 0 3624996 72850586 72850586 1327592 1327592 16530171 16530171 5845012 2923582 2538273 383157 111956 111956 157820589 116994678 5279225 35546686 14862178 11135155 507349 3219674 25063958 18114960 1471073 5477925 11691228 8551135 551339 2588754 290857 187291 52578 50988 184700 184700 1317892 1317892 4159252 4159252 1062005 1062005 35509930 29472289 1478264 4559377 24590539 21689746 18870 2881923 42704182 30018949 4200153 8485080 10736052 7754889 1382809 1598354 13802099 9198388 2262541 2341170 11725486 8738029 509065 2478392 20246795 14638465 546282 5062048 4766265 3169069 810865 786331 884134 581190 153799 149145 VOLUNTEER EXPENSES 488174 405256 4921 77997 146940 121372 9390 16178 478718572 375720684 22838801 80159087 X 22007788 12904973 3040448 6062367 45154166 28423636 58247379 61843989 10127236 17326535 1137448 891830 9048172 7594991 52615357 36526832 19666272 16088525 290490305 294147062 51513927 59846936 40390089 37554130 525774994 523717634 45237567 48676772 117424520 110320853 5412408 5953389 52147756 47821015 220222251 212772029 X 146611636 153831567 158941107 157114038 305552743 310945605 525774994 523717634 X -21473674 23979254 2887282 X 0 1 X 1 1 1 X 375847517 459516582 405048978 434757117 445176481 2120346675 375847517 459516582 405048978 434757117 445176481 2120346675 17025977 2103320698 9916186 12768441 9947658 11045732 11513674 55191691 7972899 5786019 5326543 6476770 4734938 30297169 2205835535 25403720 0.95350 0.95240 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: AFFILIATE REVENUE - 2020 AMOUNT: $ 16,363. 2021 AMOUNT: $ 28,524. 2022 AMOUNT: $ 24,000. 2023 AMOUNT: $ 24,000. 2024 AMOUNT: $ 24,000. FUNDRAISING AND GAMING EVENTS - 2020 AMOUNT: $ 6,637,711. 2021 AMOUNT: $ 3,959,917. 2022 AMOUNT: $ 3,868,717. 2023 AMOUNT: $ 4,726,593. 2024 AMOUNT: $ 3,230,133. INCOME FROM SALES OF INVENTORY - 2020 AMOUNT: $ 115,729. 2021 AMOUNT: $ 99,420. 2022 AMOUNT: $ 168,196. 2023 AMOUNT: $ 143,406. 2024 AMOUNT: $ 179,652. OTHER INCOME - 2020 AMOUNT: $ 1,203,096. 2021 AMOUNT: $ 334,434. 2022 AMOUNT: $ 207,908. 2023 AMOUNT: $ 305,858. 2024 AMOUNT: $ 306,392. SPONSORED PROCEEDS - 2021 AMOUNT: $ 1,363,724. 2022 AMOUNT: $ 1,057,722. 2023 AMOUNT: $ 1,276,913. 2024 AMOUNT: $ 994,761. 1 1 0 0 1 1 10591004 1 2244980 1 382142 0 13218126 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 1D: MAILING TO MEMBERS, LEGISLATORS OR THE PUBLIC IN KEEPING WITH RECENT YEARS, NO MAILINGS WERE SENT OUT TO LEGISLATORS IN FY25. 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 JUNE 2025. 16552979 456748 456748 16552979 16132979 420000 740145 740145 16552979 16036792 96187 -138029 -138029 16132979 24505547 2500 -2111453 6359802 16036792 24252597 252950 4771161 4771161 24505547 1.00000 0 0 548117 548117 586876 147745 439131 11407147 7946418 3460729 4300010 3832335 467675 35773207 24600334 11172873 16088525 BENEFICIAL INTEREST 39893355 F COMMINGLED TRUST FUND 8349684 F LIMITED PARTNERHSIP 7826493 F PRIVATE EQUITY 3777404 F 59846936 RIGHT-OF-USE OPERATING ASSETS 36832100 OTHER ASSETS 722030 37554130 OPERATING LEASE OBLIGATIONS 41927152 GIFT ANNUITY OBLIGATIONS 5893863 47821015 X 497516904 23979254 9745918 2229977 35955149 461561755 1062005 -5378862 -4316857 457244898 492124042 9745918 -342278 9403640 482720402 1062005 -5063835 -4001830 478718572 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, 2025 AND 2024, 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 2,766,991. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -537,014. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF GAMING EXPENSES -41,610. RECLASS OF COST OF GOODS SOLD -273,417. RECLASS OF FUNDRAISING EXPENSES -5,063,835. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 465,039. RECLASS OF COST OF GOODS SOLD 273,417. RECLASS OF GAMING EXPENSES 41,610. RESCINDED RESEARCH GRANTS -1,122,344. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF FUNDRAISING EXPENSES -5,063,835. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 9984570 SOUTH AMERICA 0 0 GRANTMAKING 2924492 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 1948982 NORTH AMERICA 0 0 GRANTMAKING 493838 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 124998 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 572075 SOUTH ASIA 0 0 GRANTMAKING 74987 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTMAKING 406229 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 10003905 0 0 0 0 0 0 16530171 10003905 26534076 SOUTH AMERICA PROGRAM SUPPORT 198154 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 1998566 WIRE 0 SUB-SAHARAN AFRICA PROGRAM SUPPORT 25000 WIRE 0 SUB-SAHARAN AFRICA PROGRAM SUPPORT 25000 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 500000 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 300000 WIRE 0 SOUTH ASIA PROGRAM SUPPORT 24998 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 110105 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 300000 WIRE 0 SUB-SAHARAN AFRICA PROGRAM SUPPORT 25000 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 225000 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 298092 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 57190 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 50000 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 30000 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 45623 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 53909 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 25000 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 23133 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 12000 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 730500 WIRE 0 CENTRAL AMERICA & THE CARIBBEAN PROGRAM SUPPORT 202303 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 200000 WIRE 0 SOUTH ASIA PROGRAM SUPPORT 24990 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 946862 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 199927 WIRE 0 NORTH AMERICA PROGRAM SUPPORT 24999 WIRE 0 NORTH AMERICA PROGRAM SUPPORT 114637 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 110809 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 25000 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 378056 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 1184000 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 500000 WIRE 0 EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 580000 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 249964 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 25000 WIRE 0 NORTH AMERICA PROGRAM SUPPORT 25000 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 300000 WIRE 0 EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 199671 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 23133 WIRE 0 NORTH AMERICA PROGRAM SUPPORT 200000 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 495922 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 574000 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 249675 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 133810 WIRE 0 NORTH AMERICA PROGRAM SUPPORT 11344 WIRE 0 SUB-SAHARAN AFRICA PROGRAM SUPPORT 24998 WIRE 0 MIDDLE EAST AND NORTH AFRICA PROGRAM SUPPORT 24655 WIRE 0 EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 199998 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 25000 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 240000 WIRE 0 NORTH AMERICA PROGRAM SUPPORT 117858 WIRE 0 EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 200000 WIRE 0 MIDDLE EAST AND NORTH AFRICA PROGRAM SUPPORT 22450 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 50000 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 25000 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 21373 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 25000 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 200000 WIRE 0 CENTRAL AMERICA & THE CARIBBEAN PROGRAM SUPPORT 203926 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 197669 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 356107 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 116565 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 141897 WIRE 0 SUB-SAHARAN AFRICA PROGRAM SUPPORT 25000 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 219267 WIRE 0 EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 744493 WIRE 0 EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 24820 WIRE 0 SOUTH AMERICA PROGRAM SUPPORT 83775 WIRE 0 SOUTH ASIA PROGRAM SUPPORT 24999 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 653979 WIRE 0 MIDDLE EAST AND NORTH AFRICA PROGRAM SUPPORT 500000 WIRE 0 MIDDLE EAST AND NORTH AFRICA PROGRAM SUPPORT 24970 WIRE 0 73 0 1 0 1 0 1 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. AWARDEES ARE ALSO OPEN TO SHARING THEIR DATA AND RESOURCES THROUGH OTHER MECHANISMS AND PLATFORMS, AND ARE EXPECTED TO REPORT ON THIS IN THEIR SCIENTIFIC REPORTS. 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 FY25, 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. 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 8865 ARE FILED WITH THE ALZHEIMER'S ASSOCIATION'S FORM 990T. X X X X X X X 1 MOORE A SERIES LLC 4200 PARLIAMENT PLACE STE 300 LANHAM MD 20706 DIRECT MAIL AND EMAIL 0 71436703 4159252 67277451 71436703 4159252 67277451 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 NC ND NY OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY PTC-GALA 5426917 5426917 9745 DANCING STARSGA 1774568 1659943 114625 11775 220 155723 8775 157186 58 28622470 25626660 2995810 140401 470813 3250388 802142 6304557 35823955 32713520 3110435 152176 471033 3406111 810917 6471488 11311725 -8201290 119698 41610 0 119698 41610 41610 78088 CA IL IA KS MI MN OH OR RI 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 MOORE, A SERIES LLC (MOORE) FOR PROFESSIONAL FUNDRAISING CONSULTANT SERVICES. A DESCRIPTION OF THE ARRANGEMENT IS LISTED BELOW: DIGITAL MARKETING STRATEGY; DIRECT MARKETING STRATEGY AND PROGRAM DIRECTION; PRODUCTION MANAGEMENT; EMAIL PROGRAM MANAGEMENT; DATABASE MANAGEMENT; BUDGETING MANAGEMENT; AND REPORT MANAGEMENT. SCHEDULE G, PART I, LINE 2B, BOX (VI): FUNDRAISING CONSULTANT - FEE ARRANGEMENT. 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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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 STAFF IN THE MEDICAL & SCIENTIFIC RELATIONS DIVISION, ENSURES PEER REVIEW AND HIGH QUALITY OF FUNDED AWARDS DURING THE GRANT REVIEW PROCESS AND SUBSEQUENT AWARD PERIOD. IN ADDITION, FOCUSED REQUESTS FOR APPLICATIONS (RFAS) ARE BASED ON IDENTIFIED NEEDS IN THE ALZHEIMER'S AND DEMENTIA RESEARCH COMMUNITY. SECOND, THE ALZHEIMER'S ASSOCIATION ACTIVELY ENGAGES 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. THIS INFORMS FUTURE FUNDING DIRECTIONS, STRATEGIC ACTIVITIES, AND AREAS OF FUTURE-RFA FOCUS. THIRD, ONCE A GRANT IS AWARDED, A DETAILED PROCESS IS IN PLACE TO MONITOR THE PROGRAM'S SCIENTIFIC AND FINANCIAL INTEGRITY. FOR THE FELLOWSHIP PROGRAM SPECIFICALLY, AN ADDITIONAL MENTOR EVALUATION IS REQUIRED TO ASSESS THE QUALITY OF MENTORSHIP AND SUPPORT THE TRAINEE'S PROFESSIONAL DEVELOPMENT 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. IF A PROGRAM HAS LEVERAGED FUNDING THROUGH PARTNER ORGANIZATIONS, THE ASSOCIATED RESEARCH PROJECTS AND FINANCIAL EXPENDITURE REPORTS ARE SHARED COLLABORATIVELY WITH 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 ON PROGRESS TOWARDS ACHIEVING MILESTONES. INTERIM FINANCIAL REPORT, MENTOR EVALUATION, DOCUMENTATION OF ANY PUBLICATIONS AS A RESULT OF ALZHEIMER'S ASSOCIATION FUNDING, AND ANNUAL VERIFICATION OF REQUIRED ETHICAL (ANIMAL, 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. SOME PROGRAMS ARE WHOLLY MANAGED BY THE FUNDING PARTNER, UNDER MANAGEMENT OF A MEMORANDUM OF UNDERSTANDING WITH SIMILAR EXPECTATIONS OF SCIENTIFIC AND FINANCIAL REPORTING. THE FINANCIAL REPORT MUST BE SIGNED BY THE ORGANIZATIONAL OFFICIAL WITH FISCAL RESPONSIBILITY, AND FOR THE FELLOWSHIP PROGRAMS, THE MENTOR EVALUATION MUST BE SIGNED BY THE 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(S) FOR ACCURACY AND CONSISTENCY WITH THE AGREED-UPON BUDGET, EXPENSE PLAN, AND OUTSTANDING BALANCE, IF APPLICABLE. IN ADDITION, THE 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 SENIOR DIRECTOR/ DIRECTOR/SENIOR ASSOCIATE DIRECTOR OF SCIENTIFIC GRANTS, AND BY 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 ARE DUE 90 DAYS AFTER THE AWARD EXPIRES AND MUST BE UPLOADED TO THE PROPOSAL CENTRAL ONLINE SYSTEM. FUNDS REMAINING, IF MORE THAN USD $75, MUST BE RETURNED TO THE ALZHEIMER'S ASSOCIATION. 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 A RECORD OF ANY PUBLICATIONS ACKNOWLEDGING THE ALZHEIMER'S ASSOCIATION. A NOTIFICATION IS SENT TO ALL AWARDEES, CURRENT AND PAST AWARDEES, AS A REMINDER TO UPDATE PUBLICATIONS AND/OR ANY OTHER OUTPUTS (I.E. INTELLECTUAL PROPERTY OR LICENSING) THAT ARE RESULTS OF THE FUNDED WORK. DATA GENERATED AS A RESULT OF THE ALZHEIMER'S ASSOCIATION'S FUNDED WORK IS SUBJECT TO OUR DATA SHARING REQUIREMENTS, AS A CONDITION OF THE AWARD. DATA AND OTHER OUTPUTS OF THE PROJECT ARE SUBJECT TO THIS POLICY FOR QUICK AND REASONABLE SUBMISSIONS OF THE 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. AWARDEES ARE ALSO OPEN TO SHARING THEIR DATA AND RESOURCES THROUGH OTHER MECHANISMS AND PLATFORMS, AND ARE EXPECTED TO REPORT ON THIS IN THEIR SCIENTIFIC REPORTS. 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 THE 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 IS DETAILED IN THAT PROGRAM'S RFA. 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 RFAS. IN FY25, EXAMPLES OF PROGRAMS THAT WERE INCLUSIVE OF FOR-PROFIT ORGANIZATIONS INCLUDE PART THE CLOUD GENE TARGETING PROGRAM, APOE BIOLOGY IN ALZHEIMER'S, AND STRATEGIC FUNDING INITIATIVES. UNLESS OTHERWISE STATED IN THE PROGRAM, ALL INSTITUTIONS ARE REQUIRED TO SUBMIT THEIR W8/W9 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-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 ALZHEIMER'S ASSOCIATION GRANT ADMINISTRATORS. FOLLOWING REVIEW BY A GRANT ADMINISTRATOR, APPLICATIONS ARE THEN MOVED FORWARD TO PEER REVIEW. IF AWARDED, THE ALZHEIMER'S ASSOCIATION GRANT ADMINISTRATOR 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, PRINCIPAL INVESTIGATOR, AND BANK IS COMPLIANT WITH THE U.S. PATRIOT ACT, EUROPEAN COMMISSION SANCTIONS, AND UNITED NATIONS SECURITY COUNCIL AND DOES NOT APPEAR ON THE SPECIALLY DESIGNATED NATIONALS (SDN) LISTS. PRIOR TO PAYMENT, EACH FUNDED ALZHEIMER'S ASSOCIATION GRANT AWARDEE, INSTITUTION, AND BANK IS VERIFIED FOR COMPLIANCE WITH THE U.S. PATRIOT ACT THROUGH OFAC, EUROPEAN COMMISSION SANCTIONS, AND UNITED NATIONS SECURITY COUNCIL. 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 LISTS IS FOUND BY A STAFF MEMBER OF THE ALZHEIMER'S ASSOCIATION, IT WILL BE IMMEDIATELY REPORTED TO THE ALZHEIMER'S ASSOCIATION'S LEGAL DEPARTMENT FOR APPROPRIATE REVIEW AND FOLLOW-UP. THE ALZHEIMER'S ASSOCIATION MONITORS THE SCIENTIFIC ADVANCES OF THE GRANT AWARDEES BY MAINTAINING RECORDS OF PUBLICATIONS, PRESENTATIONS, AND INTELLECTUAL PROPERTY-RELATED ACTIVITIES 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 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 2025 TO SUPPORT PRIORITIES IDENTIFIED IN THE ALZHEIMER'S ASSOCIATION'S STRATEGIC PLAN. THIS GRANT IS RESTRICTED TO THE FOLLOWING 501(C)(3) ACTIVITIES AND THE ANCILLARY ACTIVITIES NECESSARY TO ACCOMPLISH SPECIFIC GOALS INCLUDING: IMPLEMENTATION OF THE NATIONAL ALZHEIMER'S PROJECT ACT (RECOGNIZING THIS GROWING ALZHEIMER'S CRISIS, CONGRESS UNANIMOUSLY PASSED AND THE PRESIDENT SIGNED INTO LAW THE NATIONAL ALZHEIMER'S PROJECT ACT NAPA); INCREASING THE COMMITMENT TO ALZHEIMER'S RESEARCH; EXPANDING EDUCATION EFFORTS AND CAREGIVER SUPPORT SERVICES; EXPANDING DIAGNOSIS AND PLANNING. *THESE ARE NAMES THAT ARE TRADEMARKS TO ALZHEIMER'S ASSOCIATION. 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 1 1 X X X X X 0 1 0 0 0 0 0 1 0 KATHERINE JOANNE PIKE PRESIDENT/CEO 697115 30682 274834 0 41128 0 91705 0 38672 0 1143454 30682 0 0 DONNA MCCULLOUGH CHIEF OPERATING OFFICER 679747 536 226000 0 26614 0 80156 0 14688 0 1027205 536 0 0 MARIA CARRILLO CHIEF SCIENCE OFFICER 678484 0 215000 0 37097 0 85575 0 4392 0 1020548 0 0 0 ROBERT EGGE CHIEF PUBLIC POLICY OFFICER 611933 28338 208500 0 36244 0 79693 0 40878 0 977248 28338 0 0 KENANN CASSIDY CHIEF FIELD OPERATIONS OFFICER 442378 141 121562 0 35004 0 62902 0 18659 0 680505 141 0 0 KATIE EVANS CHIEF PROG & MISSION ENGT OFFICER 351320 604 111500 0 371 0 63104 0 37266 0 563561 604 0 0 BARBARA PRYOR CHIEF ADMINISTRATIVE OFFICER 405769 0 81000 0 2827 0 39838 0 32542 0 561976 0 0 0 MARK LEON CFO & ASST. TREASURER 382635 719 108000 0 1702 0 44819 0 15274 0 552430 719 0 0 CARL HILL CHIEF DE&I OFFICER 368776 349 109500 0 1643 0 58465 0 13757 0 552141 349 0 0 ERIC VANVLYMEN CHIEF FIELD OPERATIONS OFFICER 366782 1071 100554 0 1662 0 63123 0 15178 0 547299 1071 0 0 MICHAEL REICH CHIEF MARKETING OFFICER 338369 0 94740 0 2251 0 60544 0 33364 0 529268 0 0 0 ANTHONY D'AMATO - ASST SECY VP, LEGAL & GENERAL COUNSEL 368561 509 57031 0 887 0 33684 0 15988 0 476151 509 0 0 RICHARD HOVLAND FORMER CFO/COO 102652 0 0 0 198127 0 21517 0 3987 0 326283 0 12772 0 MICHELLE HELTON FORMER VP, FINANCIAL OPS 176043 0 0 0 1059 0 15097 0 21916 0 214115 0 0 0 PART I, LINE 1A TRAVEL FOR COMPANIONS AT TIMES A BOARD MEMBER WITH EARLY ONSET ALZHEIMER'S DISEASE MAY REQUIRE A COMPANION TO ACCOMPANY HIM OR HER ON BUSINESS TRAVEL FOR SAFETY REASONS. SINCE HIS OR HER INVOLVEMENT IN THE MEETINGS IS CRITICAL TO REPRESENTING KEY CONSTITUENTS AND APPROPRIATELY FULFILLING THE MISSION OF THE ALZHEIMER'S ASSOCIATION, THE EXPENSES OF COMPANION TRAVEL ARE REIMBURSED. PART I, LINE 4B SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN THERE WERE NO ADDITIONAL AMOUNTS ACCRUED FOR RICHARD HOVLAND RELATED TO A 457(B) PLAN IN CALENDAR YEAR 2024. RICHARD HOVLAND RECEIVED A PAYOUT OF PREVIOUSLY ACCRUED BENEFITS UNDER HIS 457(B) PLAN PLUS EARNINGS OF $29,080 OF WHICH $12,772 WAS PREVIOUSLY REPORTED. EACH OF THE INDIVIDUALS LISTED BELOW HAD CONTRIBUTIONS OF THE AMOUNTS INDICATED BELOW INTO THEIR 457(F) PLAN IN CALENDAR YEAR 2024 WHICH IS REPORTED IN SCHEDULE J, PART II, COLUMN (C). JOANNE PIKE - $56,602 DONNA MCCULLOUGH - $47,842 MARK LEON - $26,282 BARBARA PRYOR - $29,292 MARIA CARRILLO - $47,525 ROBERT EGGE - $45,771 CARL HILL - $25,965 KENANN CASSIDY - $31,443 ERIC VANVLYMEN - $25,974 KATIE EVANS - $25,312 MICHAEL REICH - $24,449 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. SARA GIAMMARISE SENIOR DIRECTOR WALK DAUGHTER OF DAVID HUNTER, FORMER DIRECTOR 111956 EMPLOYMENT 0 X 559 8284872 FMV X NON-GALA-RLTD 396 948684 FMV X FUNDRAISING 10 293150 FMV X GALA-RELATED 687 123464 FMV X RAFFLE 82 41610 FMV X CRYPTO CURRENCY 3 2012 FMV 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 PROVIDES OVERSIGHT RESPONSIBILITY OF THE COMPANY'S RETIREMENT COMMITTEE, WHICH IS RESPONSIBLE FOR THE DAY-TO-DAY ADMINISTRATION OF THE ALZHEIMER'S ASSOCIATION 401(K) SAVINGS PLAN AND ANY OTHER TAX-QUALIFIED RETIREMENT PLANS SPONSORED BY ALZHEIMER'S ASSOCIATION (THE PLANS). WHILE THE RETIREMENT COMMITTEE MANAGES THE OPERATIONAL, INVESTMENT AND FIDUCIARY ASPECT OF THE PLANS, THE FINANCE COMMITTEE EXERCISES BOARD-LEVEL SUPERVISION TO ENSURE THE PLAN IS BEING ADMINISTERED PRUDENTLY AND IN COMPLIANCE WITH APPLICABLE LAWS, REGULATIONS AND FIDUCIARY STANDARDS. 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. 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 2025. 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 2025 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 2,766,991. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -537,014. BAD DEBT EXPENSE -465,039. RESCINDED RESEARCH GRANTS 1,122,344. 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 10591004 FMV ALZHEIMER'S IMPACT MOVEMENT N 1005201 FMV ALZHEIMER'S IMPACT MOVEMENT O 388715 FMV COALITION OF NY STATE ALZ ASSN CHAPS INC O 498860 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 2025 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.