Civic Intelligence

Alzheimers Association Western Carolina Chapter

EIN 56-1440727 • 501(c)3 • Charlotte, NC

View Organization Page

Profile

To Eliminate Alzheimers 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.

4600 Park RoadCharlotte, NC 28209

www.alz.org/northcarolina

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

41st percentile

0.03x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

36th percentile

0.02x

Higher debt load relative to revenue than 36% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

59th percentile

9.1%

Higher net margin than 59% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

76th percentile

$126,304

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

64th percentile

9.2%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

49th percentile

6.4%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$1,133,004

Up $95,535 (+9.2%) from 2015

Liabilities

Down

$33,945

Down $40,642 (-54%) from 2015

Net Assets

Up

$1,099,059

Up $136,177 (+14%) from 2015

Operations
Liabilities / Revenue36th percentileNet Margin59th percentile

Revenue

Up

$1,499,576

Up $90,829 (+6.4%) from 2015

Expenses

Up

$1,363,399

Up $189,266 (+16%) from 2015

Net Income

Down

$136,177

Down $98,437 (-42%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $506,614Liabilities 2011: $54,683Net Assets 2011: $451,9312011Assets 2012: $517,670Liabilities 2012: $24,307Net Assets 2012: $493,3632012Assets 2013: $542,414Liabilities 2013: $21,671Net Assets 2013: $520,7432013Assets 2014: $745,343Liabilities 2014: $17,075Net Assets 2014: $728,2682014Assets 2015: $1,037,469Liabilities 2015: $74,587Net Assets 2015: $962,8822015Assets 2016: $1,133,004Liabilities 2016: $33,945Net Assets 2016: $1,099,0592016

Highlighted filing

2016

Assets$1,133,004
Liabilities$33,945
Net Assets$1,099,059
Open 2016 Filing

Operations Trend

Revenue Growth49th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0Expenses 2011: $1,231,8142011Revenue 2012: $1,211,142Expenses 2012: $1,169,710Net Income 2012: $41,4322012Revenue 2013: $1,069,837Expenses 2013: $1,042,457Net Income 2013: $27,3802013Revenue 2014: $1,269,145Expenses 2014: $1,061,620Net Income 2014: $207,5252014Revenue 2015: $1,408,747Expenses 2015: $1,174,133Net Income 2015: $234,6142015Revenue 2016: $1,499,576Expenses 2016: $1,363,399Net Income 2016: $136,1772016

Highlighted filing

2016

Revenue$1,499,576
Expenses$1,363,399
Net Income$136,177
Open 2016 Filing

Filings

Most recent year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,133,004
Liabilities
$33,945
Net assets
$1,099,059
Revenue
$1,499,576
Expenses
$1,363,399
Net income
$136,177
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$1.13$0.03$1.10$1.50$1.36$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.04$0.07$0.96$1.41$1.17$0.23
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.02$0.73$1.27$1.06$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.02$0.52$1.07$1.04$0.03
2012Summary only. Only limited summary data is available for this year.$0.52$0.02$0.49$1.21$1.17$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.05$0.45$1.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 28, 2016
Return Version
2015v2.0
Gross Receipts
$1,499,576
Mission and Program Overview

Mission

To Eliminate Alzheimers 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$484,355$991,027▲ $506,672
Investments Other Securities$450,870$0▼ $450,870
Land, Buildings, and Equipment, Net$32,579$58,636▲ $26,057
Accounts Receivable$40,985$40,060▼ $925
Prepaid Expenses and Deferred Charges$6,962$23,189▲ $16,227
Pledges and Grants Receivable$21,718$20,092▼ $1,626
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,037,469$1,133,004▲ $95,535
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$74,587$33,945▼ $40,642
Total Liabilities$74,587$33,945▼ $40,642
Net Assets / Fund Balance
Unrestricted Net Assets$948,782$1,075,084▲ $126,302
Temporarily Rstr Net Assets$14,100$23,975▲ $9,875
Total Net Assets Fund Balance$962,882$1,099,059▲ $136,177
Total Liabilities and Net Assets / Fund Balance$1,037,469$1,133,004▲ $95,535

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$18,693$76,075$94,768
Leasehold Improvements$28,758$4,793$33,551
Other Land Buildings$11,185$16,701$27,886
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katherine LambertCEOFT$118,645$7,659$126,304

Board Members and Trustees

NameTitle
Nancy LaufferChair
Stuart GoldsteinVice Chair
Chris CloudenDirector
Deb BurcombeDirector
Eleanor RaispisDirector
Fran Braun WolbergDirector
Frank MarshallDirector
Greg MercerDirector
Meredith McKeeDirector
Peter LaineDirector
William ScurryDirector
Maggie NorrisSecretary
Brian McDonnellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,470,937
Program Service Revenue
$26,764
Investment Income
$1,875
Other Revenue
$0
All Other Contributions
$1,470,937
Change in Net Assets
$136,177

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,499,576
Revenue Not Reported on Form 990
$24,729
Total Revenue per Audited Statements
$1,524,305
Total Revenue per Form 990
$1,499,576
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$902,624
Other Expenses$460,775
Total Fundraising Expense$273,495
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$477,192$25,032$109,086$611,310
Current Officers, Directors, Trustees, and Key Employees$93,078$12,410$18,616$124,104
Conferences and Meetings$80,369-$40,639$121,008
Other Employee Benefits$70,588$4,633$15,807$91,028
Payroll Taxes$59,075$3,878$13,229$76,182
Fees for Services Other$52,543$3,450$11,766$67,759
Travel$39,028$745$11,689$51,462
Occupancy$37,350$7,944$3,149$48,443
Advertising$24,116-$16,078$40,194
Other Expenses$12,936$2,752$1,091$16,779
All Other Expenses$11,365$746$2,546$14,657
Depreciation Depletion$8,631$1,837$728$11,196
Insurance$1,561$332$132$2,025
Total Functional Expenses$1,025,186$64,718$273,495$1,363,399

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,388,128
Expenses per Audited Statements$1,363,399
Total Expenses per Form 990$1,363,399
Expenses Not Reported on Form 990$24,729
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Reviewed and approved by the Audit Committee.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Compensation Committee compares data from other chapters and various publications related to nonprofit staff compensation and approves the salary of the Executive Director.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Compensation Committee compares data from other chapters and various publications related to nonprofit staff compensation and approves the salary of key employees.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Made available upon request.”

Filing and Contact Details

Filer

Filer Name
Alzheimers Association
EIN
56-1440727
Phone
7045327390
Address
4600 Park Road, Charlotte, NC 28209

Signing Officer

Name
Brian McDonnell
Title
Treasurer
Signed
2016-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maggie Norris
Formed
1982
Legal Domicile
Nc
Voting Board Members
13
Independent Board Members
13
Employees
21
Volunteers
425

Preparer

Firm
C DeWitt Foard & Co PA CPAs
Address
817 E Morehead Street Ste 100, Charlotte, NC 28202-2767
Preparer
Phillip G Wilson
Phone
7043721515
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: Professional Training - Committed to helping professionals improve their knowledge and skills, build stronger teams and deliver better care to people with dementia and their families. The training and education programs are geared to professionals working in both community-based and residential care settings. The programs and meetings have been attended by activity professionals, administrators, nurses, occupational therapists, physical therapists, social workers and staff trainers.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm4William Scurry
IRS990/Form990PartVIISectionAGrp/PersonNm5Meredith McKee
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IRS990/Form990PartVIISectionAGrp/PersonNm7Nancy Lauffer
IRS990/Form990PartVIISectionAGrp/PersonNm8Peter Laine
IRS990/Form990PartVIISectionAGrp/PersonNm9Frank Marshall
IRS990/Form990PartVIISectionAGrp/PersonNm10Stuart Goldstein
IRS990/Form990PartVIISectionAGrp/PersonNm11Greg Mercer
IRS990/Form990PartVIISectionAGrp/PersonNm12Brian McDonnell
IRS990/Form990PartVIISectionAGrp/PersonNm13Katherine Lambert
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