Civic Intelligence

Alzheimerparkinson Assoc

EIN 59-2437723 • 501(c)3 • Vero Beach, FL

Profile

Mission: serving community residents with disorders affecting memory and movement by promoting quality of life and choice through advocacy, support, empowerment, education and research connections.

2300 5th Avenue Suite 150Vero Beach, FL 32960

www.alzpark.org

Siviq Scores

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

Liabilities / Assets

69th percentile

0.22x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.45x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

28th percentile

-5.0%

Higher net margin than 28% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

43rd percentile

1.1%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-24%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,662,255

Up $18,640 (+1.1%) from 2023

Liabilities

Down

$373,678

Down $19,432 (-4.9%) from 2023

Net Assets

Up

$1,288,577

Up $38,072 (+3.0%) from 2023

Revenue

Down

$837,743

Down $268,118 (-24%) from 2023

Expenses

Up

$879,792

Up $46,587 (+5.6%) from 2023

Net Income

Down

-$42,049

Down $314,705 (-115%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $258,228Liabilities 2011: $16,5022011Assets 2012: $307,839Liabilities 2012: $13,200Net Assets 2012: $294,6392012Assets 2013: $339,458Liabilities 2013: $16,120Net Assets 2013: $323,3382013Assets 2014: $290,164Liabilities 2014: $12,291Net Assets 2014: $277,8732014Assets 2015: $215,460Liabilities 2015: $6,902Net Assets 2015: $208,5582015Assets 2016: $389,806Liabilities 2016: $15,930Net Assets 2016: $373,8762016Assets 2017: $531,317Liabilities 2017: $19,809Net Assets 2017: $511,5082017Assets 2018: $785,805Liabilities 2018: $22,240Net Assets 2018: $763,5652018Assets 2020: $1,079,866Liabilities 2020: $36,740Net Assets 2020: $1,043,1262020Assets 2021: $1,039,136Liabilities 2021: $19,960Net Assets 2021: $1,019,1762021Assets 2022: $972,107Liabilities 2022: $28,344Net Assets 2022: $943,7632022Assets 2023: $1,643,615Liabilities 2023: $393,110Net Assets 2023: $1,250,5052023Assets 2024: $1,662,255Liabilities 2024: $373,678Net Assets 2024: $1,288,5772024

Highlighted filing

2024

Assets$1,662,255
Liabilities$373,678
Net Assets$1,288,577

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $176,990Expenses 2011: $248,755Net Income 2011: -$71,7652011Revenue 2012: $316,429Expenses 2012: $263,516Net Income 2012: $52,9132012Revenue 2013: $292,693Expenses 2013: $263,995Net Income 2013: $28,6982013Revenue 2014: $260,051Expenses 2014: $305,516Net Income 2014: -$45,4652014Revenue 2015: $215,545Expenses 2015: $284,860Net Income 2015: -$69,3152015Revenue 2016: $529,452Expenses 2016: $364,134Net Income 2016: $165,3182016Revenue 2017: $621,616Expenses 2017: $483,984Net Income 2017: $137,6322017Revenue 2018: $847,048Expenses 2018: $594,991Net Income 2018: $252,0572018Revenue 2020: $796,513Expenses 2020: $670,170Net Income 2020: $126,3432020Revenue 2021: $681,461Expenses 2021: $705,411Net Income 2021: -$23,9502021Revenue 2022: $818,546Expenses 2022: $799,787Net Income 2022: $18,7592022Revenue 2023: $1,105,861Expenses 2023: $833,205Net Income 2023: $272,6562023Revenue 2024: $837,743Expenses 2024: $879,792Net Income 2024: -$42,0492024

Highlighted filing

2024

Revenue$837,743
Expenses$879,792
Net Income-$42,049

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.37$1.29$0.84$0.88$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.39$1.25$1.11$0.83$0.27
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.03$0.94$0.82$0.80$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.02$1.02$0.68$0.71$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.04$1.04$0.80$0.67$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.02$0.76$0.85$0.59$0.25
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.02$0.51$0.62$0.48$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.39$0.02$0.37$0.53$0.36$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.01$0.21$0.22$0.28$0.07
2014Summary only. Only limited summary data is available for this year.$0.29$0.01$0.28$0.26$0.31$0.05
2013Summary only. Only limited summary data is available for this year.$0.34$0.02$0.32$0.29$0.26$0.03
2012Summary only. Only limited summary data is available for this year.$0.31$0.01$0.29$0.32$0.26$0.05
2011Summary only. Only limited summary data is available for this year.$0.26$0.02$0.18$0.25$0.07
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Jan 30, 2023
Return Version
2021v4.0
Gross Receipts
$900,969
Mission and Program Overview

Mission

Mission: serving community residents with disorders affecting memory and movement by promoting quality of life and choice through advocacy, support, empowerment, education and research connections.

Mission: we improve the quality of life for individuals and families in indian river county who are affected by memory and movement disorders through support, education, and connection.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$696,359$539,019▼ $157,340
Land, Buildings, and Equipment, Net$102,333$85,716▼ $16,617
Pledges and Grants Receivable$42,740--
Prepaid Expenses and Deferred Charges$5,688$6,032▲ $344
Total Assets$1,039,136$972,107▼ $67,029
Other Assets Total$192,016$341,340▲ $149,324
Liabilities
Accounts Payable and Accrued Expenses$19,960$28,344▲ $8,384
Total Liabilities$19,960$28,344▲ $8,384
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$856,028$819,666▼ $36,362
Net Assets With Donor Restrictions$163,148$124,097▼ $39,051
Total Net Assets Fund Balance$1,019,176$943,763▼ $75,413
Total Liabilities and Net Assets / Fund Balance$1,039,136$972,107▼ $67,029

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$85,716$382,398$468,114
Other Assets Org$10,750--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$181,266$225,000▼ $75,676-$330,590
2020$73,457$102,165▲ $5,644-$181,266
2019$68,549-▲ $4,908-$73,457
2018$51,172$15,000▲ $2,377-$68,549
2017-$50,000▲ $1,172-$51,172
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Margaret CunninghamExecutive DiFT$84,273$84,273

Board Members and Trustees

NameTitle
Ralph EvansChair
Bill PenneyVice Chair
Bob BurrDirector
Bruce McevoyDirector
Dr Richard KishnerDirector
Dr Roberta RoseDirector
Mark PeirceDirector
Michelle BorisenokDirector
Sandy RolfDirector
Scott AlexanderDirector
Steve OwenDirector
Sue ThompkinsDirector
Kay CampioneSecretary
Bob PuffTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$586,677
Program Service Revenue
$0
Investment Income
$23,342
Other Revenue
$208,527
All Other Contributions
$586,677
Change in Net Assets
$18,759

Audited Revenue Reconciliation

Revenue per Audited Statements
$815,249
Revenue Not Reported on Financial Statements
$3,297
Revenue Not Reported on Form 990
$-94,168
Other Revenue Adjustments
$4
Total Revenue per Audited Statements
$721,081
Total Revenue per Form 990
$818,546
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$429,543
Other Expenses$348,088
Total Fundraising Expense$53,364
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$267,094$28,217$18,917$314,228
Occupancy$95,001$5,301$6,425$106,727
Current Officers, Directors, Trustees, and Key Employees$71,632$7,568$5,073$84,273
Office Expenses$32,236$1,799$2,180$36,215
Payroll Taxes$26,386$2,788$1,868$31,042
Fees for Services Accounting$21,402$6,534$1,789$29,725
Fees for Services Other$28,601--$28,601
Benefits to Members$22,156--$22,156
All Other Expenses$15,537$3,662$447$19,646
Depreciation Depletion$14,792$825$1,000$16,617
Conferences and Meetings$10,098--$10,098
Other Expenses$7,641$991$920$9,552
Insurance$5,245$293$355$5,893
Advertising$2,862--$2,862
Total Functional Expenses$686,440$59,983$53,364$799,787

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$799,787
Expenses per Audited Statements$796,494
Total Expenses per Audited Statements$796,494
Expenses Not Reported on Financial Statements$3,293
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$270,950
Fundraising Direct Expenses$62,423
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk to Remembe$211,750$211,750$4,711$207,039
Successful Agin$59,200$59,200$57,712$1,488
Total Events$270,950$270,950$62,423$208,527
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

The accounting department function is outsourced to an independent contractor.

Form 990, Page 6, Part VI, Line 11B

The organization's policy is to have a complete technical review of the form 990 (as prepared by the public accounting firm that the organization engaged to audit its financial statements) by the organization's treasurer and distributed to the entire board.

Form 990, Page 6, Part VI, Line 12C

Board members and key employees are required to reveal, in board meetings, any conflict of interest they may have.

Form 990, Page 6, Part VI, Line 15A

Approved by board of directors at the time budget is approved

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public upon request

Filing and Contact Details

Filer

Filer Name
Alzheimerparkinson Assoc
EIN
59-2437723
Phone
7725630505
Address
2300 5TH AVENUE SUITE 150, VERO BEACH, FL 32960

Signing Officer

Name
Margaret Cunningham
Title
Executive Director
Phone
7725630505
Signed
2023-01-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margaret Cunningham
Legal Domicile
Fl
Voting Board Members
14
Independent Board Members
14
Employees
9
Volunteers
100

Preparer

Firm
Kmetz Elwell Graham & Assoc Pllc
Address
2800 OCEAN DRIVE, VERO BEACH, FL 32963-2064
Preparer
Patrick K Graham CPA
Phone
7722316902
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

The alzheimer/parkinson association of indian river county, inc. (the "association") was founded in march 1982 by two volunteers who felt the need to come together to support each other through the trials of the onset of both alzheimer's and parkinson's diseases of loved ones. From its history as a support group, the organization has grown its programs and facilities to become the premier resource in this county supporting professionals, caregivers, families, and those living with disorders affecting memory and movement. Programs are offered at our 4,000 square foot center as well as satellite locations throughout the county and on site at various organizations and businesses. Programs for families dealing with dementia include support groups throughout the month, in varying locations and virtually, some of which are focused on specialized issues (recently diagnosed, male caregiver, etc.). The social respite program is offered monday-friday from 9-3, two saturdays a month and at satellite locations throughout the county. This offers the caregiver a day of respite and the person with dementia engaging activities which include music, art, chair exercise, social games, celebrations emphasizing social interaction and validation. A dementia experience brings heightened awareness to families, professional caregivers, the medical community, first responders, businesses and the community at large, as they attempt to accomplish tasks in sensory distorting equipment, allowing an educational opportunity to learn the approach to someone with dementia. Through the dementia friendly community initiative this experience is offered to families, businesses, nursing/resident facilities, first responders, schools, hospitals, churches and community neighborhoods. Project lifesaver is a program in collaboration with the sheriff's office providing a personalized tracking device for those at risk of wandering. Memory screening is offered weekly and personalized guidance is available on a daily basis to assist families in planning the caregiving journey. For community residents managing movement disorders such as parkinson's disease or essential tremor, there are support groups, art programs, and specialized movement classes for exercise, balance, strength, and voice/breathing concerns. Education is provided through conferences, webinars, classes which are offered ongoing throughout the year, special speakers and a resource library offering books, magazines, media, and materials from community resources. Some programs are offered in collaboration with other organizations to provide indian river county residents with a network of services. All programs are offered free of charge to the families of irc.

Form 990, Part XI, Line 9

ROUNDING -4

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

Long term financial security for the organization.

Schedule D, Page 4, Part XI, Line 4B

ROUNDING 4

Raw XML AppendixShowing 400 of 511 raw XML fields

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/ActivityOrMissionDesc0MISSION: WE IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS AND FAMILIES IN INDIAN RIVER COUNTY WHO ARE AFFECTED BY MEMORY AND MOVEMENT DISORDERS THROUGH SUPPORT, EDUCATION, AND CONNECTION.
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IRS990/Desc0THE ALZHEIMER/PARKINSON ASSOCIATION OF INDIAN RIVER COUNTY, INC. (THE "ASSOCIATION") WAS FOUNDED IN MARCH 1982 BY TWO VOLUNTEERS WHO FELT THE NEED TO COME TOGETHER TO SUPPORT EACH OTHER THROUGH THE TRIALS OF THE ONSET OF BOTH ALZHEIMER'S AND PARKINSON'S DISEASES OF LOVED ONES. FROM ITS HISTORY AS A SUPPORT GROUP, THE ORGANIZATION HAS GROWN ITS PROGRAMS AND FACILITIES TO BECOME THE PREMIER RESOURCE IN THIS COUNTY SUPPORTING PROFESSIONALS, CAREGIVERS, FAMILIES, AND THOSE LIVING WITH DISORDERS AFFECTING MEMORY AND MOVEMENT. PROGRAMS ARE OFFERED AT OUR 4,000 SQUARE FOOT CENTER AS WELL AS SATELLITE LOCATIONS THROUGHOUT THE COUNTY AND ON SITE AT VARIOUS ORGANIZATIONS AND BUSINESSES. PROGRAMS FOR FAMILIES DEALING WITH DEMENTIA INCLUDE SUPPORT GROUPS THROUGHOUT THE MONTH, IN VARYING LOCATIONS AND VIRTUALLY, SOME OF WHICH ARE FOCUSED ON SPECIALIZED ISSUES (RECENTLY DIAGNOSED, MALE CAREGIVER, ETC.). THE SOCIAL RESPITE PROGRAM IS OFFERED MONDAY-FRIDAY FROM 9-3, TWO SATURDAYS A MONTH AND AT SATELLITE LOCATIONS THROUGHOUT THE COUNTY. THIS OFFERS THE CAREGIVER A DAY OF RESPITE AND THE PERSON WITH DEMENTIA ENGAGING ACTIVITIES WHICH INCLUDE MUSIC, ART, CHAIR EXERCISE, SOCIAL GAMES, CELEBRATIONS EMPHASIZING SOCIAL INTERACTION AND VALIDATION. A DEMENTIA EXPERIENCE BRINGS HEIGHTENED AWARENESS TO FAMILIES, PROFESSIONAL CAREGIVERS, THE MEDICAL COMMUNITY, FIRST RESPONDERS, BUSINESSES AND THE COMMUNITY AT LARGE, AS THEY ATTEMPT TO ACCOMPLISH TASKS IN SENSORY DISTORTING EQUIPMENT, ALLOWING AN EDUCATIONAL OPPORTUNITY TO LEARN THE APPROACH TO SOMEONE WITH DEMENTIA. THROUGH THE DEMENTIA FRIENDLY COMMUNITY INITIATIVE THIS EXPERIENCE IS OFFERED TO FAMILIES, BUSINESSES, NURSING/RESIDENT FACILITIES, FIRST RESPONDERS, SCHOOLS, HOSPITALS, CHURCHES AND COMMUNITY NEIGHBORHOODS. PROJECT LIFESAVER IS A PROGRAM IN COLLABORATION WITH THE SHERIFF'S OFFICE PROVIDING A PERSONALIZED TRACKING DEVICE FOR THOSE AT RISK OF WANDERING. MEMORY SCREENING IS OFFERED WEEKLY AND PERSONALIZED GUIDANCE IS AVAILABLE ON A DAILY BASIS TO ASSIST FAMILIES IN PLANNING THE CAREGIVING JOURNEY. FOR COMMUNITY RESIDENTS MANAGING MOVEMENT DISORDERS SUCH AS PARKINSON'S DISEASE OR ESSENTIAL TREMOR, THERE ARE SUPPORT GROUPS, ART PROGRAMS, AND SPECIALIZED MOVEMENT CLASSES FOR EXERCISE, BALANCE, STRENGTH, AND VOICE/BREATHING CONCERNS. EDUCATION IS PROVIDED THROUGH CONFERENCES, WEBINARS, CLASSES WHICH ARE OFFERED ONGOING THROUGHOUT THE YEAR, SPECIAL SPEAKERS AND A RESOURCE LIBRARY OFFERING BOOKS, MAGAZINES, MEDIA, AND MATERIALS FROM COMMUNITY RESOURCES. SOME PROGRAMS ARE OFFERED IN COLLABORATION WITH OTHER ORGANIZATIONS TO PROVIDE INDIAN RIVER COUNTY RESIDENTS WITH A NETWORK OF SERVICES. ALL PROGRAMS ARE OFFERED FREE OF CHARGE TO THE FAMILIES OF IRC.
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