2025-01-24T15:23:38-06:00 2023-12-31 135565207 KPMG LLP 60 E RIO SALADO PARKWAY STE 800 TEMPE AZ 85281 990 2023-01-01 721082047 ALZHEIMER'S SERVICES OF THE CAPITAL AREA ALZH 2253347494 3772 NORTH BLVD BATON ROUGE LA 70806 BARBARA AUTEN EXECUTIVE DIRECTOR 2253347494 2025-01-17 1 0 CASSANDRA WYATT P01943677 4804593627 2025-01-22 2023 2025-03-06 01:10:19Z BARBARA AUTEN 3772 NORTH BLVD BATON ROUGE LA 70806 1631430 0 X WWW.ALZBR.ORG X 2001 LA ALZHEIMER'S SERVICES PROVIDES RESPITE CARE AND FAMILY SUPPORT FOR THOSE COPING WITH ALZHEIMER'S DISEASE IN THE BATON ROUGE COMMUNITY. 17 17 14 251 0 0 1020966 1333714 97990 184782 26879 38154 57754 -2516 1203589 1554134 0 0 0 0 824112 821396 0 0 216287 454279 701464 1278391 1522860 -74802 31274 3596465 3641172 102080 46230 3494385 3594942 THE MISSION OF ALZHEIMER'S SERVICES OF THE CAPITAL AREA IS TO TEACH, CARE FOR, AND CONNECT WITH THOSE IN OUR COMMUNITY AFFECTED BY ALZHEIMER'S DISEASE AND OTHER MEMORY-RELATED IMPAIRMENTS. 0 0 1069837 ALZHEIMER'S SERVICES OF THE CAPITAL AREA PROVIDES SUPPORT TO THOSE AFFECTED BY ALZHEIMER'S DISEASE OR DEMENTIA IN THE GREATER BATON ROUGE AREA THROUGH IMPACTFUL PROGRAMS INCLUDING OUR RESOURCE LIBRARY, TELEPHONE HELPLINE, SAFE RETURN PROGRAM, CAREGIVER SUPPORT MEETINGS, COMMUNITY RESOURCES, CHARLIE'S PLACE RESPITE CENTER AND E-NEWSLETTER, DEMENTIA CARE TRAINING FOR PROFESSIONALS AND NURSING HOMES, AND THROUGH PUBLISHING AN EMERGENCY PREPAREDNESS MANUAL. THESE PROGRAMS HAVE SHIFTED AWAY FROM IN-PERSON GROUP MEETINGS TO A HYDRID FORMAT DUE TO THE EFFECTS OF COVID-19. 130665 PROVIDED RESPITE CARE FOR UP TO 75 ALZHEIMER'S AFFECTED INDIVIDUALS PER WEEK. THE RESPITE CENTERS ARE SPECIALLY DESIGNED FACILITIES FOR INDIVIDUALS WITH ALZHEIMER'S AND MEMORY RELATED DEMENTIA. THE PROGRAM AT THE CENTERS PROVIDE 6 HOURS OF CARE ON WEEKDAYS AND INCLUDES SPECIALIZED PROGRAM ACTIVITIES AND A HOT MEAL. THE PROGRAM ENCOURAGES CAREGIVERS TO TAKE A BREAK AND TEND TO THEIR OWN NEEDS TO MAINTAIN CARE OF THEIR LOVED ONE IN THEIR HOME. 69415 54117 PROVIDED EDUCATION PROGRAMS - ALZHEIMER'S SERVICES PROVIDES SUPPORT AND EDUCATION PROGRAMS FOR PROFESSIONALS AND FAMILY CAREGIVERS AS WELL AS THOSE AFFECTED BY ALZHEIMER'S AND MEMORY RELATED DEMENTIA. SUPPORT AND EDUCATION PROGRAMS INCLUDE PARTICIPATION IN HEALTH AND WELLNESS FUNCTIONS AND PRESENTATIONS ON VARIOUS TOPICS PROVIDED FOR COMMUNITY ORGANIZATIONS, BUSINESSES AND PROFESSIONAL ASSOCIATIONS. 1139252 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 13 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X BARBARA AUTEN 2253347494 3772 NORTH BLVD BATON ROUGE LA 70806 KEVIN BRIAN DIRECTOR 2.00 X 0 0 0 CHARLES L VALLUZZO DIRECTOR 2.00 X 0 0 0 DR JOHN MCCLELLAND DIRECTOR 2.00 X 0 0 0 JEFF LATINO TREASURER 4.00 X X 0 0 0 MICHELLE STEVENS DIRECTOR 2.00 X 0 0 0 ROBERT LEVY VICE-PRESIDENT 2.00 X X 0 0 0 CATHERINE MOORE SECRETARY 4.00 X X 0 0 0 RICHARD RICKY BOURGEOIS PAST-PRESIDENT 2.00 X 0 0 0 SUSAN LISPEY DIRECTOR 2.00 X 0 0 0 CHASE RAINEY DIRECTOR 2.00 X 0 0 0 ARTHUR SCANLAN III PRESIDENT 4.00 X X 0 0 0 ROGER CADOR DIRECTOR 0.00 X 0 0 0 JENEE OLIVIER DIRECTOR 2.00 X 0 0 0 JOHN KOVICH DIRECTOR 2.00 X 0 0 0 MATHEW LABORDE DIRECTOR 2.00 X 0 0 0 PAM MASCARI DIRECTOR 2.00 X 0 0 0 FRANK D MCARTHUR DIRECTOR 2.00 X 0 0 0 MEGAN D'AUBIN DIRECTOR THRU JUNE 2023 2.00 X 0 0 0 BARABARA W AUTEN EX-OFFICIO, EXEC. DIRECTOR 40.00 X 118674 0 3909 118674 0 3909 1 0 0 0 0 753632 580082 25178 1333714 RESPITE CARE 624100 130665 130665 EDUCATION PROGRAMS 812900 54117 54117 184782 38154 38154 63819 753632 77296 -13477 -13477 OTHER 900099 10961 10961 10961 1554134 184782 0 35638 118674 48656 40349 29669 620258 484719 53858 81681 17962 12265 1362 4335 4343 3382 376 585 60159 46845 5206 8108 60174 20976 25849 13349 87784 87281 503 39198 24353 9339 5506 63021 56326 4464 2231 3117 3117 31023 26369 2327 2327 10936 5991 4945 RESPITE CENTER 196187 196187 SPECIAL EVENTS 148244 88174 1548 58522 REPAIRS & MAINTENANCE 21830 7853 11350 2627 STAFF DEVELOPMENT 10403 8133 1088 1182 29547 18625 5260 5662 1522860 1139252 167321 216287 757155 563526 301414 598027 700846 634145 18959 22995 32668 8781 1314219 559131 781747 755088 924340 1013818 79336 44792 3596465 3641172 61744 40438 40336 5792 102080 46230 X 3115623 3204127 378762 390815 3494385 3594942 3596465 3641172 31274 69283 0 X 0 1 X 1 0 X 1161741 734203 1334715 1020966 1333714 5585339 1161741 734203 1334715 1020966 1333714 5585339 568641 5016698 29061 24017 22453 26879 38154 140564 17670 48977 66647 16 8777 74780 83573 5876123 590986 0.85370 0.80550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 924339 98278 8799 1013818 1023711 -90559 8813 924339 826624 50000 155190 8103 1023711 758002 75496 6874 826624 665957 98025 5979 758003 1.00000 0.00000 0.00000 1 0 823205 102845 720360 362718 341752 20966 124062 110355 13707 4234 4179 55 755088 BRAF- ENDOWMENT ACCOUNT 1013818 F 1013818 OPERATING LEASE LIABILITY 5792 5792 X 1784061 69283 83348 152631 1631430 -77296 -77296 1554134 1683504 83348 83348 1600156 -77296 -77296 1522860 PART V, LINE 4: THE ENDOWMENT FUND WAS CREATED FOR THE BENEFIT OF THE SAFE RETURN PROGRAM, A NATIONWIDE EMERGENCY RESPONSE SERVICE FOR INDIVIDUALS WITH ALZHEIMER'S OR A RELATED DEMENTIA WHO WANDER OR WHO HAVE A MEDICAL EMERGENCY. PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE INCOME TAX ACCOUNTING GUIDANCE INCLUDED IN THE FASB ASC. UNDER THIS GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAX AUTHORITIES. THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS REGARDING THE ACCOUNTING FOR UNCERTAIN INCOME TAX POSITIONS AND DOES NOT BELIEVE THAT IT HAS ANY MATERIAL UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSE -77,296. PART XII, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSE -77,296. WALK/RUN 133053 71734 61319 1000 51346 MEMORIES LUNCH 684398 681898 2500 24950 817451 753632 63819 1000 76296 77296 -13477 X FOOD & BEVERAGE 1 22560 X MISC. OTHER ITEMS 1 1568 X GIFTS & PRIZES 1 1000 X DECORATIONS 1 50 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B AFTER PREPARATION AND REVIEW OF FORM 990 BY KPMG LLP, A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY FOR REVIEW BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALZHEIMER'S SERVICES OF THE CAPITAL AREA HAS A CONFLICT OF INTEREST POLICY THAT REQUIRES BOARD MEMBERS TO COMPLETE CONFLICT OF INTEREST FORMS ANNUALLY. COMPLETED FORMS ARE REVIEWED AND IF A DIRECTOR HAS A POTENTIAL CONFLICT, THE BOARD DETERMINES WHETHER ACTION NEEDS TO BE TAKEN AND COMMUNICATES ANY SUCH ACTION TO THE DIRECTOR. IF IT IS DETERMINED THAT A CONFLICT INTEREST EXISTS OR CREATES THE APPEARANCE OF IMPROPRIETY, THE DIRECTOR WILL BE EXCUSED FROM PARTICIPATING IN THE BUSINESS DECISION. BOARD MEMBERS HAVE BEEN ASKED TO STEP DOWN IF THE CONFLICT IS SIGNIFICANT. FORM 990, PART VI, SECTION B, LINE 15A AN INDEPENDENT EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION ANNUALLY. COMPARABILITY DATA IS OBTAINED AND RELIED UPON DURING THE DECISION MAKING PROCESS. THE EXECUTIVE COMMITTEE MAINTAINS CONTEMPORANEOUS DOCUMENTATION WITH RESPECT TO THE DELIBERATION AND DECISION REGARDING THE EXECUTIVE DIRECTOR'S COMPENSATION. THE EXECUTIVE DIRECTOR'S PERFORMANCE REVIEW AND COMPENSATION ARE SHARED WITH THE FULL BOARD AT A REGULARLY SCHEDULED MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 PART VI, LINES 13 AND 14 THE ORGANIZATION HAS A WRITTEN WHISTLEBLOWER POLICY AND WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY THAT WERE IN PLACE AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990 SECTION 1.263(A)-(N) ELECTION - BOOK CONFORMITY ELECTION ALZHEIMER'S SERVICES OF THE CAPITAL AREA IS MAKING THE ELECTION UNDER TREAS. REG. 1.263(A)-3(N) TO CAPITALIZE THOSE REPAIR AND MAINTENANCE COSTS THAT IT TREATS AS CAPITAL EXPENDITURES ON ITS BOOKS AND RECORDS FOR THE TAX YEAR ENDED DECEMBER 31, 2023. SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION ALZHEIMER'S SERVICES OF THE CAPITAL AREA HEREBY MAKES THE DE MINIMIS SAFE HARBOR ELECTION UNDER SECTION 1.263(A)-1(F) OF THE TREASURY REGULATIONS, EFFECTIVE FOR THE TAX YEAR ENDING DECEMBER 31, 2023. TAXPAYER HAS AN APPLICABLE FINANCIAL STATEMENT FOR THE YEAR OF THE ELECTION, BUT THERE WAS NO WRITTEN BOOK CAPITALIZATION POLICY IN PLACE AT THE BEGINNING OF THE TAX YEAR. THEREFORE, THIS ELECTION PERMITS THE TAXPAYER TO DEDUCT FOR TAX PURPOSES ANY ITEM DEDUCTED UNDER ITS BOOK POLICY THAT DOES NOT EXCEED $500 PER INVOICE (OR PER ITEM, AS SUBSTANTIATED BY THE INVOICE) OR ITEMS HAVING AN ECONOMIC USEFUL LIFE OF TWELVE MONTHS OR LESS AS DESCRIBED IN SECTION 1.263(A)-1(F)(1)(I).