Alzheimer's Disease and Related Disorders Association

Transcription

1 Alzheimer's Disease and Related Disorders Association Nonprofit Profile Contact Information Nonprofit Address Alzheimer's Disease and Related Disorders Association 6601 Broadway Extension Suite 120 Oklahoma City, OK Oklahoma Phone (918) Fax Website Contact Name Toni McGee Contact Alternate Address 2448 E. 81st Street, Suite 3000 Tulsa OK Alternate Phone At a Glance Organization's type of tax exempt status Organization Does Business As (DBA) Former Names Public Supported Charity Alzheimer's Association, Oklahoma Chapter Alzheimer's Association Oklahoma Arkansas Chapter Year Founded

2 IRS Ruling Year 1985 Registered with the Secretary of State? State Registration Expiration Apr 2016 Other ways to donate support, or volunteer Donations may be mailed to 6601 Broadway Ext, Suite 120, Oklahoma City, OK We also need volunteers who will use their skills and expertise to help with our events, office responsibilities or speaking to the community. Statements Mission To eliminate Alzheimer's disease through the advancement of research; to provide and enhance care and support for all affected; and to reduce the risk of dementia through the promotion of brain health. Background In 1979, Jerome H. Stone and representatives from several family support groups met with the National Institute on Aging to explore the value of a national, independent, nonprofit organization to complement federal efforts surrounding Alzheimer's disease. That meeting resulted in the April 10, 1980, formation of the Alzheimer's Association with Mr. Stone as founding president. Today, the Association reaches millions of people affected by Alzheimer s across the globe through our national office and more than 75 local chapters. As the largest donor-supported, voluntary health organization for Alzheimer s, the Association is a catalyst for advancements in Alzheimer's research and care. Impact Alzheimer's Association Key Accomplishments FY09 FY15 350,000 advocates and 120 Ambassadors successfully worked with leaders in Congress and with the White House to create and enact the National Alzheimer s Project Act. Worked closely with the top leadership of the Social Security Administration to achieve the inclusion of Alzheimer's and certain other dementias in the Compassionate Allowances initiative. Successfully pushed for the inclusion of cognitive impairment detection as mandatory part of the Medicare Annual Wellness visit. Fielded nearly 700,000 calls at the nation s only 24/365 toll free Alzheimer s Helpline Created and released the first revised Alzheimer s diagnostic criteria in 27 years in partnership with the National Institute on Aging. Developed recommendations to support clinical trials requested and implemented by the Food and Drug Administration. Rebranded and grew our signature event, Walk to End Alzheimer s with a 36% increase in participation over three years and 10% growth in revenue. Published and promoted key resources about Alzheimer s disease and its impact, including our annual Facts and Figures, Changing the Trajectory of Alzheimer s: A National Imperative, Generation Alzheimer s, HBO s The Alzheimer s Project, and The Shriver Report: A Woman s Nation takes on Alzheimer s Developed and successfully launched the Know the 10 Signs: Early Detection Matters campaign. Funded nearly 250 peer-reviewed grants to advance Alzheimer s research. Helped more than 13,000 Trial Match participants begin profiles to sign up as volunteers for clinical trials in order to help speed research Hosted and grew the Alzheimer's Association International Conference, converting the gathering into an annual event that draws thousands of participants from around the world. Selection twice by The Nonprofit Times as one of the Best Nonprofits to Work For, winning the designation, Best Large Nonprofit to Work For in Piloted first successful rural outreach effort in Lawton, Oklahoma in which culminated in the establishment of an Lawton satellite office and staff member to serve Commanche County and surrounding communities. 2nd satellite office established in Enid, OK providing programs and services to west central Oklahoma. 2

3 Needs 1. Funding for specific programs and services throughout our territory 2. Physical space to conduct educational programs, caregiver trainings and support services for families. 3. Research funding 4. Funding for Drawing on Memories and other fine arts initiatives to facilitate communication for individuals with mid to late stage dementia CEO/Executive Director Statement Our vision is a world without Alzheimer's. But until that day comes, we will continue to build public awareness, offer hope to families, provide support and advocacy for all those affected, and advance the research necessary to discover treatment and a cure. Board Chair Statement The effort to advance Alzheimer's research and awareness has never been more important than it is today. Over 5 million Americans are living with Alzheimer's, and as many as 16 million will have the disease in We are working tirelessly to change the trajectory of the disease with advancements in treatment. Area Served Area Served Geographic Area Served Central Oklahoma The Alzheimer's Association Central Oklahoma Office serves the Oklahoma City and surrounding metro area as well as southern and western Oklahoma. Service Categories Primary Organizational Category Secondary Organizational Category Tertiary Organizational Category Diseases Disorders & Medical Disciplines/Alzheimer's Disease Human Services/Family Services Medical Research Alzheimer's Disease Research Programs Research Description The Association provides funding for studies exploring disease characteristics, causes and probable characteristics. Budget $84, Category Diseases, Disorders & Medical Disciplines, General/Other Alzheimer Disease Strategy Population Served Program Short-term Success Program Long-term Success Adults Aging, Elderly, Senior Citizens To better understand the characteristics and causes of Alzheimer's disease to further progress in developing more effective treatments, prevention methods and ultimately a cure.. To find more effective treatment, prevention methods and ultimately a cure for Alzheimer's disease. 3

4 Program Success Monitoring Examples of Program Success Success is monitored by senior management and the Medical and Scientific Advisory Council. The year 2007 entered the history books as a period of tremendous advances in Alzheimer research. These advances occurred on all fronts, encompassing areas as diverse as genetic risk factors for Alzheimer's, imaging studies to identify Alzheimer's in the living brain and blood tests that may one day be used to diagnose Alzheimer's. 4

5 Care Connections Description Care Connections includes the direct assistance programs we provide to families affected by Alzheimer's and educational programs for the community, family and professional caregivers. These programs include Individualized Family Care Consultations, Town Halls, The Basics of Alzheimer's Disease, Living with Alzheimer's, Savvy Caregiver, Caregiver Essentials, Foundations of Dementia, Activity Based Alzheimer's Care (ABAC), First Responder Training, Professional In-service Training, Lunch and Learn sessions, 24/7 Helpline, Support Group Facilitator Training, Drawing on Memories, Early Access to Support and Education (EASE), Medic-Alert, referrals and resource information and an annual Education Conference. Budget $3,816, Category Human Services, General/Other Senior Services Strategy Population Served Program Short-term Success Program Long-term Success Program Success Monitoring Examples of Program Success People/Families of People with Health Conditions Aging, Elderly, Senior Citizens Family and professional caregivers will be able to understand the disease, it's progression and stages in order to better prepare for what is to come. First Responders will be able to quickly identify and effectively help persons with dementia thus maintaing safety both for the person with the disease and the general public, persons with dementia will be connected to others who are going through the same process and professional caregivers will be able to provide better care for diagnosed individuals. Ultimately the communities we serve will be knowledgeable about Alzheimer's, families will be better able to communicate with and care for their loved one with Alzheimer's, keep them socially active as long as possible and make it easier for familiesble to keep their loved one in the home as long as possible. Improve the quality of life for people affected by Alzheimer's disease through dementia-specific education, fostering of communication methods and caregiving strategies, dementia-specific training of professional caregivers and connection to local resources. Surveys are conducted for every educational program and results are regularly reviewed. Feedback from families we have helped enable us to hone and enhance our programs and services to better meet the needs of the growing epidemic that is Alzheimer's disease. The success, depth and personalization of our direct assistance and educational programs is difficult to describe in our own words. Below are the comments from on family we have helped: "There are no words to describe how grateful I am we consulted with you. Your personalized approach and help was incredibly valuable. If not for you, we wouldn't have known what our options were. If you ever have days that you wonder if you are where you need to be, let me tell you that you are. We were in the dark and you gave us light. We all want you to know your help was so appreciated." Disaster Programs Voluntary Organizations Active in Disaster (VOAD) No 5

6 Member Comments on Programs CEO/Executive Director/Board Comments Every dollar contributed gets us one step closer to a world without Alzheimer's disease. Thank you for your support. Staff & Management CEO/Executive Director Mark Fried Start Date Feb mfried@alz.org Senior Staff Name Debbie Ash Jennifer Case Randle Lee Toni McGee Kate Scruggs Nellie Windsor Title Director of Administration and Board Relations Director of Programs Regional Director, Oklahoma City Regional Office Director of Development Director of Finance Director of Communications Staff Information Number of Full-time Staff 25 Number of Part-time Staff 3 Number of Contract Staff 0 Number of Volunteers 300 Staff Retention Rate 0 % Are professional development opportunities provided? Does CEO/Executive Director have formal evaluations? Management Reports to Board? Organizational Plans Fundraising Plan Policy against commission-based compensation for fundraising consultant Communication Plan Strategic Plan Number of Years Strategic Plan Considers 2 Date Strategic Plan Adopted July

7 Management Succession Plan Organization Policies and Procedures Continuity of Operations Plan Policies Nondiscrimination Policy Whistle Blower Policy Document Destruction Policy Directors and Officers Insurance Policy Government Licenses Is your organization licensed by the government (federal, state and/or local)? No Governance Board Chair David Murlette Company Affiliation Montereau Term July 2015 to June Board of Directors List Current as of Sept 28,

8 Name Affiliation Status Mark Allen Justin Brown Esperanza Senior Living Dennis Cameron WPX Energy Alice Dahlgren ReMax Robert Dorrell David Hudiburg Hudiburg Auto Group Adriane Lakin Community Volunteer Herb Magley Julie McKowen Ashli Montgomery Community Volunteer Brad Mueller David Murlette Montereau David Pasnau Erin Peters Community Volunteer/Caregiver Joe Ray BOK Cindy Riesen Lee Swarthout Hartog, Kallenberger & Swarthout Jim Webb Chesapeake Energy Mary Westbrook Paul Williams CB Richard Ellis/OK Governance Information Board Term Lengths Board Term Limits 2 years 4 terms Number of Full Board Meetings Annually 4 Board Meeting Attendance % 75 % Percentage of Board Making Monetary Contributions to the Organization Percentage of Board Making In-Kind Contributions to the Organization Board Orientation Constituency Includes Client Representation Written Board Selection Criteria? Written Conflict of Interest Policy? 100 % 100 % Under Development Standing Committees Executive Development / Fund Development / Fund Raising / Grant Writing / Major Gifts Finance Audit Personnel 8

9 Board Governance Legislative Comments on Board & Governance CEO/Executive Director/Board Comments Board advocacy and support drives the mission and creates increased public awareness. Increased awareness of the disease and of our services results in more caregivers and families seeking help. Financials Current Fiscal Year July 01, 2016-June 30,2017 Current Year Budgeted Total Income $3,021,989 Current Year Budgeted Total Expenses $3,170,050 Prior Three Years' Financial History Income and Expenses Total Revenue $3,024,968 $3,219,482 $3,062,635 Total Expenses $2,726,571 $2,480,677 $3,429,485 Revenue Less Expenses $298,397 $738,805 ($366,850) Income Sources Contributions Foundation and Corporation $423,437 $705,233 $135,567 Contributions Government Contributions $154,466 $135,246 $177,982 Federal State Local Unspecified $154,466 $135,246 $177,982 Individual Contributions $1,601,571 $1,392,884 $1,736,933 Indirect Public Support Earned Revenue $6,594 $48,476 $81,586 Investment Income, Net of Losses $35,577 $150,108 $99,042 Unrealized Gain/Loss ($391) ($6,603) -- Membership Dues Special Events $1,810,833 $1,658,335 $1,529,865 Revenue In-Kind $21,187 $15,519 $38,586 Other ($1,028,306) ($879,716) ($736,926) Expense Allocation 9

10 Program Expense $2,054,523 $1,746,971 $2,352,089 Administration Expense $213,644 $261,766 $413,215 Fundraising Expense $458,404 $471,940 $664,181 Payments to Affiliates Total Revenue/Total Expenses Program Expense/Total Expenses 75% 70% 69% Fundraising Expense/Contributed Revenue 11% 12% 19% Assets and Liabilities Total Assets $2,929,698 $2,787,473 $1,578,371 Current Assets $2,853,928 $2,727,007 $1,507,822 Long-Term Liabilities Current Liabilities $723,723 $879,895 $409,598 Total Net Assets $2,205,975 $1,907,578 $1,168,773 Short-term Solvency Current Ratio: Current Assets/Current Liabilities Long-term Solvency Long-Term Liabilities/Total Assets 0% 0% 0% Top Funding Sources Top Funding Source & Dollar Amount Special Events $1,810,833 Special Events $1,635,335 Individuals $1,736,933 Second Highest Funding Source & Dollar Individuals Individuals Special Events Amount $1,601,571 $1,392,884 $1,529,865 Third Highest Funding Source & Dollar Amount Foundations & Corporations $423,437 Foundation & Corporation $705,233 Govt - Unspecified $177,982 Endowment and Other Financial Information Endowment? Endowment Value $50, Endowment Spending Policy Endowment Spending Policy Percentage (if selected) Credit line? Rreserve fund? Tax Credits? Percentage 5 % No No Capital Campaign Currently in a Capital Campaign? No 10

11 Comments on Financials Foundation Staff Comments All prior year financial information is from audited financial statements. Amount reflected in "Other" revenue is net 'To/From National Alzheimer's Association' plus Miscellaneous revenue as reported in audited financial statements. Organizations with a GiveSmartOKC profile are responsible for updating information annually within 45 days following the end of their fiscal year. Created Copyright 2018 Oklahoma City Community Foundation 11