Alzheimers Disease And Related Disorders Association, Oregon Chapter in Portland, Oregon (OR)

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Alzheimers Disease And Related Disorders Association, Oregon Chapter
Employer Identification Number (EIN)930813252
Name of OrganizationAlzheimers Disease And Related Disorders Association
Secondary NameOregon Chapter
Address1650 Nw Naito Pkwy Ste 190, Portland, OR 97209-2535
ActivitiesScientific research (diseases)
SubsectionCharitable Organization
Ruling Date06/1985
DeductibilityContributions are deductible
FoundationOrganization which receives a substantial part of its support from a governmental unit or the general public
OrganizationAssociation
Tax Period06/2011
Assets$1,000,000 to $4,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$510,210
Amount of Income$1,150,850
Form 990 Revenue Amount$1,150,850
National Taxonomy of Exempt Entities (NTEE)Medical Research: Alzheimer's Disease Research


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Amount of income in 2011: $1,150,850
This organization: 

 $1,150,850
Other organizations performing similar types of work: 

 $1,150,850

Assets in 2011: $510,210
Alzheimers Disease And Related Disorders Association, Oregon Chapter: 

 $510,210
Other organizations performing similar types of work: 

 $510,210

Expenses in 2011: $925,020
Alzheimers Disease And Related Disorders Association, Oregon Chapter: 

 $925,020
Other organizations performing similar types of work: 

 $925,020

Income to expenses ratio in 2011: 1.2
Alzheimers Disease And Related Disorders Association, Oregon Chapter: 

 1.2
Other organizations performing similar types of work: 

 1.2

Expenses allocated to program services in 2002: 72.6%
This organization: 

 72.6%
Other organizations performing similar types of work: 

 83.8%

Number of employees in 2002: 24
This organization: 

 24
Other organizations performing similar types of work: 

 24

Employees paid over $50,000 in 2002: 8.3%
This organization: 

 8.3%
Other organizations performing similar types of work: 

 8.3%

Grants share in income in 2011: 58.1%
Alzheimers Disease And Related Disorders Association, Oregon Chapter: 

 58.1%
Other organizations performing similar types of work: 

 58.1%

Financial snapshot ($)

Revenue for 2011

Functional expenses for 2011

Support schedule

Statements Regarding Other IRS Filings and Tax Compliance (for 2011)
Did the organization have unrelated business gross income of $1,000 or more during the year?No
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities $0
Gross income from members or shareholders$0
Gross income from other sources$0
Statement of Revenue (for 2011)
Total revenue$1,102,272
Contributions, Gifts, Grants and Other Similar Amounts$640,418
Program Service Revenue$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$14,760
Income from investment of tax-exempt bond proceeds$0
Royalties$0
Net rental income$0
Net gain from sales of assets other than inventory$0
Net income from fundraising events$422,490
Gross income from fundraising events$422,490
Less: direct expenses$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous Revenue$24,604
Statement of Functional Expenses (for 2011)
Total functional expenses$925,020
Compensation of current officers, directors, trustees, and key employees$94,654
Other salaries and wages$328,407
Payroll taxes$45,235
Professional fundraising services$0
Other$456,724
Balance Sheet (for 2011)
Total assets$1,894,603
Total liabilities$168,843
Tax-exempt bond liabilities$0
Secured mortgages and notes payable to unrelated third parties$0
Unsecured notes and loans payable to unrelated third parties$0
Other$168,843
Total net assets or fund balances$1,725,760
Retained earnings, endowment, accumulated income, or other funds$0
Reason for Public Charity Status (for 2011)
The organization is not a private foundation because it is:An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi)
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2011)
2007 - 2011 Total
Total Support$4,431,532
Gifts, grants, contributions, and membership fees received$4,264,663
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$166,869
Gross receipts from related activities, etc.$0
Revenue, Expenses, and Changes in Net Assets or Fund Balances
2002
Total revenue$1,150,850
Contributions, gifts, grants, and similar amounts received$758,672
Contributions to donor advised funds
Direct public support$758,672
Indirect public support$0
Government contributions (grants)$0
Program service revenue including government fees and contracts$40,343
Membership dues and assessments$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$25,206
Net rental income or (loss)$0
Gross rents$0
Less: rental expenses$0
Other investment income$0
Gain or (loss) from sales of assets other than inventory$0
Gross amount from sales of assets other than inventory$0
Less: cost or other basis and sales expenses$0
Net income or (loss) from special events and activities$324,330
Gross revenue$469,895
Less: direct expenses other than fundraising expenses$145,565
Gross profit or (loss) from sales of inventory$2,299
Gross sales of inventory, less returns and allowances$9,252
Less: cost of goods sold$6,953
Other revenue$0
Total expenses$1,742,850
Program services$1,266,110
Management and general$166,431
Fundraising$208,722
Payments to affiliates$101,587
Net assets or fund balances at end of year$510,210
Excess or (deficit) for the year$-592,000
Net assets or fund balances at beginning of year$1,056,089
Other changes in net assets or fund balances$46,121
Statement of Functional Expenses (for 2002)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$1,641,263$1,266,110$166,431$208,722
Grants paid from donor advised funds
Other grants and allocations$328,127
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$37,353$0$37,353$0
Compensation of former officers, directors, key employees, etc.
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Salaries and wages of employees not included above$776,772$573,245$75,160$128,367
Pension plan contributions not included above$0$0$0$0
Employee benefits not included above$68,149$53,802$6,342$8,005
Payroll taxes$76,413$53,964$10,625$11,824
Professional fundraising fees$0$0$0$0
Accounting fees$10,943$5,373$3,579$1,991
Legal fees$1,213$386$622$205
Supplies$26,179$18,452$3,026$4,701
Telephone$31,288$28,091$1,271$1,926
Postage and shipping$24,486$9,366$525$14,595
Occupancy$57,039$51,408$2,530$3,101
Equipment rental and maintenance$29,847$21,237$4,882$3,728
Printing and publications$41,856$23,100$417$18,339
Travel$27,540$23,249$0$4,291
Conferences, conventions, and meetings$41,293$35,826$938$4,529
Interest$4,661$146$4,451$64
Depreciation, depletion, etc.$10,637$239$10,398$0
Other expenses not covered above$47,467$40,099$4,312$3,056
Balance Sheets
2002
Total assets$1,016,029
Cash - non-interest-bearing$0
Savings and temporary cash investments$227,748
Accounts receivable less allowance for doubtful accounts$16,750
Pledges receivable less allowance for doubtful accounts$47,252
Grants receivable$0
Receivables from current and former officers, directors, trustees, and key employees$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Other notes and loans receivable less allowance for doubtful accounts$0
Inventories for sale or use$5,718
Prepaid expenses and deferred charges$9,762
Investments - publicly-traded securities
Investments - other securities$687,325
Investments - land, buildings, and equipment less accumulated depreciation$0
Investments - other$0
Land, buildings, and equipment less accumulated depreciation$21,474
Other assets, including program-related investments$0
Total liabilities$505,819
Accounts payable and accrued expenses$399,361
Grants payable$0
Deferred revenue$0
Loans from officers, directors, trustees, and key employees$0
Tax-exempt bond liabilities$0
Mortgages and other notes payable$106,458
Other liabilities$0
Total liabilities and net assets/fund balances$1,016,029
Total net assets or fund balances$510,210
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
2002
Total revenue$1,150,850
Total revenue, gains, and other support per audited financial statements$1,258,510
Other expenses$107,660
Net unrealized gains on investments$-10,785
Donated services and use of facilities$111,492
Recoveries of prior year grants$0
Other$6,953
Other revenue$0
Investment expenses$0
Other$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
2002
Total expenses$1,742,850
Total expenses and losses per audited financial statements$1,861,295
Other revenue$118,445
Donated services and use of facilities$111,492
Prior year adjustments$0
Losses$0
Other$6,953
Other expenses$0
Investment expenses$0
Other$0
Current Officers, Directors, Trustees, and Key Employees
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings0
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?
Does the organization have a written conflict of interest policy?
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?No
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?
Did the organization acquire a direct or indirect interest in any applicable insurance contract?
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?
Number of employees employed in the pay period that includes March 12, 200624
Analysis of Income-Producing Activities (for 2002)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$349,536$42,642
Program service revenue
Program service revenue 1000000$000$0$40,343
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$000$0$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$25,206$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$000$0$0
Net income or (loss) from special events000000$0Income from an activity in which labor is a material income-producing factor and substantially all (at least 85%) of the work is performed with unpaid labor (section 513(a)(1))$324,330$0
Gross profit or (loss) from sales of inventory000000$000$0$2,299
Other revenue000000$000$0$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2002)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2002)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$64,344$0$0
$63,343$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2002)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization maintain any donor advised funds?
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
The total number of donor advised funds owned at the end of the tax year
The aggregate value of assets held in all donor advised funds owned at the end of the tax year
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts
The aggregate value of assets held in all funds or accounts included above at the end of the tax year
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that receives a substantial part of its support from a governmental unit or from the general public
Support Schedule
2001
Total$0
Gifts, grants, and contributions received$0
Membership fees received$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$0
Net income from unrelated business activities not included above$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0
Other income$0
Lobbying Expenditures by Electing Public Charities (for 2002)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1The John Douglas French Alzheimers Foundation11620 Wilshire Blvd Ste 270, Los Angeles, CA 90025-1767CA1984-03$3,650,051
2Alzheimers Disease And Related Disorders Association, Oregon Chapter1650 Nw Naito Pkwy Ste 190, Portland, OR 97209-2535OR1985-06$1,150,850
3National Endowment For Alzheimers Research40 E Main Ste 102, Newark, DE 19711-4639DE2001-10$107,854
Number of organizations performing similar types of work
California1
Delaware1
Oregon1
Total3
20 biggest affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
CentralAlzheimers Disease And Related Disorders Association Inc, Alzheimers Assoc225 N Michigan Ave Ste 1700, Chicago, IL 60601-7652IL1985-06$165,739,045
SubordinateAlzheimers Disease And Related Disorders Association, Group Return225 N Michigan Ave Fl 17, Chicago, IL 60601-7652IL1985-06$75,032,572
SubordinateAlzheimers Disease And Related Disorders Association, Oregon Chapter1650 Nw Naito Pkwy Ste 190, Portland, OR 97209-2535OR1985-06$1,150,850
SubordinateAlzheimers Disease And Related Disorders Association, New York City Chapter360 Lexington Ave Fl 4, New York, NY 10017-6567NY1985-06$10,466,412
SubordinateAlzheimers Disease And Related Disorders Association Inc, Orange County Chapter2515 Mccabe Way200, Irvine, CA 92614-6243CA1985-06$10,313,984
SubordinateAlzheimers Disease And Related Disorders Association Inc, Massachusetts New Hampshire Chapter480 Pleasant St, Watertown, MA 02472-2463MA1985-06$10,263,718
SubordinateAlzheimers Disease And Related Disorders Association, California Southland Chapter4221 Wilshire Blvd Ste 400, Los Angeles, CA 90010-3504CA1985-06$6,887,181
SubordinateAlzheimers Disease And Related Disorders Association, Georgia Chapter41 Perimeter Ctr E Ste 550, Atlanta, GA 30346-1906GA1985-06$5,461,069
SubordinateAlzheimers Disease And Related Disorders Association, Greater New Jersey Chapter400 Morris Ave Ste 251, Denville, NJ 07834-1365NJ1985-06$4,103,825
SubordinateAlzheimers Disease And Related Disorders Association, Houston & Southeast Texas Chapter6055 South Loop E At Long Dr, Houston, TX 77087TX1985-06$4,008,413
SubordinateAlzheimers Disease And Related Disorders Association Inc, Greater Maryland Chapter1850 York Rd Ste D, Timonium, MD 21093-5122MD1985-06$4,006,003
SubordinateAlzheimers Disease And Related Disorders Association, Greater Michigan Chapter25200 Telegraph Rd Ste 100, Southfield, MI 48033-7443MI1985-06$3,620,928
SubordinateAlzheimers Disease And Related Disorders Association, San Diego-Imperial Chapter6632 Convoy Ct, San Diego, CA 92111-1009CA1985-06$3,240,922
SubordinateAlzheimers Disease And Related Disorders Association, Greater Dallas Chapter4144 N Central Expy Ste 750, Dallas, TX 75204-3208TX1985-06$3,177,621
SubordinateAlzheimers Disease And Related Disorders Association, Florida Gulf Coast Chapter14010 Roosevelt Blvd Ste 709, Clearwater, FL 33762-3820FL1985-06$3,034,339
SubordinateAlzheimers Disease And Related Disorders Association, Greater Pennsylvania Chapter2595 Interstate Dr Ste 100, Harrisburg, PA 17110-9378PA1985-06$2,737,277
SubordinateAlzheimers Disease And Related Disorders Association, St Louis Chapter9370 Olive Blvd, Saint Louis, MO 63132-3214MO1985-06$2,620,543
SubordinateAlzheimers Disease And Related Disorders Association, North Central Texas Chapter2630 West Fwy Ste 100, Fort Worth, TX 76102-7117TX1985-06$2,566,853
SubordinateAlzheimers Disease And Related Disorders Association, Western & Central Wa State Chapter100 W Harrison St Ste N200, Seattle, WA 98119-4170WA1985-06$2,267,539
SubordinateAlzheimers Disease And Related Disorders Association, Desert Southwest Chapter1028 E Mcdowell Rd, Phoenix, AZ 85006-2622AZ1985-06$2,229,420
Number of affiliated organizations
Arizona1
California5
Colorado1
Connecticut1
Florida3
Georgia1
Hawaii1
Iowa3
Idaho1
Illinois3
Indiana1
Kansas2
Kentucky1
Louisiana1
Massachusetts1
Maryland1
Maine1
Michigan2
Missouri3
Mississippi1
Montana1
North Carolina1
Nebraska2
New Jersey1
New Mexico1
New York6
Ohio5
Oklahoma1
Oregon1
Pennsylvania2
South Carolina1
South Dakota1
Tennessee1
Texas4
Utah1
Virginia4
Vermont1
Washington2
Wisconsin2
West Virginia1
Total73

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