Alzheimer's Disease and Related Disorders Association
6601 Broadway Extension
Suite 120
Oklahoma City OK 73116
Tax Exempt Status Public Supported Charity
Organization Does Business As (DBA) Name(s)
Organization DBA
Alzheimer's Association, Oklahoma Chapter
Mission Statement Our mission is 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.
Contact Information
Contact Name Toni McGee
Contact email tmcgee@alz.org
Address 6601 Broadway Extension
Suite 120
Oklahoma City, OK 73116
Phone (918) 392-5007
County Oklahoma
Alternate Address 2448 E. 81st Street, Suite 3000
Tulsa OK 74137
Alternate Phone 800 272-3900
How to Give
Donate with Credit Card http://www.alz.org/oklahoma
Donate to Endowment http://occf.org/alzhei/
Other ways to donate, support or volunteer
Donations may be mailed to 6601 Broadway Ext, Suite 120, Oklahoma City, OK 73116.  We also need volunteers who will use their skills and expertise to help with our events, office responsibilities or speaking to the community.  
Financial Summary
 
 
Projected Revenue $5,841,200.00
Projected Expenses $5,900,211.00
History and Background
Former Names
NameYear
Alzheimer's Association Oklahoma Arkansas Chapter2012
Supported Organization Director of Development
Year Founded 1980
IRS Ruling Year 1985
State Registration Expiration May 2020
Statements
Mission Our mission is 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 Founded in 1980, the Alzheimer’s Association is the world’s leading voluntary health organization in Alzheimer’s care and support and the largest nonprofit funder of Alzheimer’s research. Today, it includes 78 chapters across America with the home office located in Chicago. Our vision is A World Without Alzheimer’s Disease®.

The Oklahoma Chapter of the organization formed in 1996 after merging the entities that were based in Tulsa and Oklahoma City. Since that time, the Oklahoma Chapter has established itself as a leader within the Association’s chapter network, earning numerous awards for high performance over the last eight years.

Today, the Oklahoma Chapter resides in five different communities throughout the state – Oklahoma City, Tulsa, Lawton, Enid, and Ada. In 2017, the Chapter provided 62,000 points of touch to those affected by the disease and to the general public through our core services.
Impact

The Alzheimer’s Association works across the country to raise awareness of Alzheimer’s disease, enhance care and support of those affected, develop public policy to advocate for those facing the disease and fund the research that will end the disease.

· We are recognized as the nonprofit organization with the highest impact in Alzheimer’s research globally, the Alzheimer’s Association has invested more than $410 million in nearly 2,700 best-of-field investigations. We have played a role in most of the major advancements in Alzheimer’s research.

· The Alzheimer’s Association developed the first criteria and guidelines for diagnosing Alzheimer’s disease in the 1980s, realizing that an early and accurate diagnosis of Alzheimer’s is essential to optimizing medical care and planning for the future.
· The Alzheimer’s Association recently revised our Dementia Care Practice Recommendations for paid caregivers to incorporate the latest in evidence-based, person-centered best practices. The recommendations were published in early 2018 as a supplement to The Gerontologist®.
· The Alzheimer’s Association is the national leader in working with health systems and long-term care providers to increase access to a timely diagnosis and quality care.
· The Alzheimer’s Association and AIM were instrumental in a 2016 decision by the Centers for Medicare & Medicaid Services to cover cognitive and functional assessments and care planning for patients living with Alzheimer’s and other cognitive impairments. Health care providers can now be reimbursed for a wide range of care planning that includes identifying caregiver needs, assessing care directives, planning for palliative care, and referrals to community services.

Needs

No family should have to face Alzheimer’s disease alone. The dedicated staff of the Alzheimer’s Association is working in Oklahoma to significantly grow the number of families who receive affordable, high-quality care and support for living better with Alzheimer’s disease and other dementias.  We hope that you will help us to reach and assist them. 

We need volunteers who will help us to reach people across this state, offering them help and hope for the future.  We also need financial support to continue to offer our free educational programs and supportive services to those who are affected, while funding the research needed to end this disease.
 


CEO/Executive Director Statement Our mission guides our work in both the short term and long term.  Our most immediate work is to help caregivers of people who are living with Alzheimer's disease or other dementia.  Our long term hope is to 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 2050. 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
Secondary Organizational Category Human Services/Family Services
Tertiary Organizational Category Medical Research/Alzheimer's Disease Research
Programs
Description The Association provides funding for studies that explore disease characteristics, causes, prevention, treatment and cure.
Strategy
Population Served Adults Aging, Elderly, Senior Citizens
Program Short-term SuccessHelpDescription of short-term achievement(s) or improvement(s) that will result from this program. At this time we still don't know some of the key causal factors for this disease, but the research has begun to offer a glimmer of hope.  Soon, we hope 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.  
Program Long-term SuccessHelpDescription of the ultimate change(s) that will result from this program. This may be far into the future or represent an ideal state. Our long-term success would include finding effective treatments, prevention methods and, ultimately, a cure for Alzheimer's disease and other dementia.  Finding a way to arrest this disease - and the heartbreak and financial devastation - would change the future forever. 
Program Success MonitoringHelpDescription of the tools used to measure or track program impact. Success is monitored by senior management and the Medical and Scientific Advisory Council.
Examples of Program SuccessHelpSpecific examples of changes in behaviors or testimonies of changes that demonstrate program success. 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.
Description Care Connections is a comprehensive system of education and services that provides an entry point for caregivers seeking information about Alzheimer’s disease as well as customized services to support affected families and those living with dementia. Free to families, our programs include a 24/7 Helpline, Family Care Consultations, Caregiver Counseling, Support Groups, Information and Referral, Professional Healthcare Training, and a range of educational presentations provided for families, community centers, educational institutions, first responders, and healthcare and senior service agencies.
Strategy
Population Served People/Families of People with Health Conditions Aging, Elderly, Senior Citizens
Program Short-term SuccessHelpDescription of short-term achievement(s) or improvement(s) that will result from this program.
Family and professional caregivers must be able to understand the progression and associated behaviors of Alzheimer's disease in order to cope with the longevity and unrelenting needs.  The communities around them must also understand the characteristics of dementia, opening the conversation for first responders, professional medical personnel and corporate entities.  Ultimately, our work helps communities to be knowledgeable about Alzheimer's disease, families are better able to communicate with and care for their loved one with Alzheimer's, and together, they can keep loved ones socially active and in the home as long as possible.
Program Long-term SuccessHelpDescription of the ultimate change(s) that will result from this program. This may be far into the future or represent an ideal state.
We know that 30% of dementia caregivers die before the person who has the disease.  We work to improve the quality of life for people affected by Alzheimer's disease through dementia-specific education, fostering of communication methods and caregiving strategies, and connection to local resources. We also work to train professional caregivers and first responders to understand the needs of those with dementia.
Program Success MonitoringHelpDescription of the tools used to measure or track program impact.
Surveys are conducted for every educational program and results are regularly reviewed. Feedback from families we have helped enable us to enhance our programs and services to better meet the needs of the growing epidemic that is Alzheimer's disease.
Examples of Program SuccessHelpSpecific examples of changes in behaviors or testimonies of changes that demonstrate program success.
The success, depth and customization 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."
CEO/Executive Director
CEO/Executive Director Mark Fried
Start Date Feb 2005
Email mfried@alz.org
Senior Staff
NameTitle
Debbie AshDirector of Administration and Board Relations
Heather DuvallDirector of Programs
Randle LeeRegional Director, Oklahoma City Regional Office
Toni McGeeDirector of Development
Nellie WindsorDirector of Communications
Staff
Number of Full-time Staff 25
Number of Part-time Staff 1
Number of Contract Staff 1
Number of Volunteers 300
Are professional development opportunities provided? Yes
Does CEO/Executive Director have formal evaluations? Yes
Management reports to board? Yes
Organizational Plans
Fundraising Plan Yes
Policy against commission-based compensation for fundraising consultant Yes
Communication Plan Yes
Strategic Plan Yes
Number of Years Strategic Plan Considers 3
Date Strategic Plan Adopted July 2018
Management Succession Plan Yes
Organization Policies and Procedures Yes
Government Licenses
Is your organization licensed by the government (federal, state and/or local)? No
Other Documents
Board Chair
Name Julie McKowen
Company Affiliation Senior Star
Term July 2019 to June 2020
Email jmckowen@seniorstar.com
Board of Directors
List Current as of July 31, 2019
Board of Directors List
NameAffiliationStatus
Tammy BrownMontereauVoting
Alice DahlgrenReMaxVoting
Dustin DavisEvans and DavisVoting
Christy HollandCommunity LeaderVoting
Brad KempRed Mountain EnergyVoting
Herb MagleyVoting
Julie McKowenVoting
Ashli MontgomeryCommunity VolunteerVoting
David PasnauVoting
Erin PetersCommunity Volunteer/CaregiverVoting
Brenda PetersonFenton Fenton Smith Reneau & MoonVoting
John PixleyMabrey BankVoting
Lee SwarthoutHartog, Kallenberger & SwarthoutVoting
David WanzerPivot Project DevelopmentVoting
Governance
Board Term Lengths 2 years
Percentage of Board Making Monetary Contributions to the Organization 100 %
Percentage of Board Making In-Kind Contributions to the Organization 100 %
Board Orientation Yes
Constituency Includes Client Representation Yes
Written Board Selection Criteria? Yes
Standing Committees
Executive
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Legislative
Community Outreach / Community Relations
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.
Current Fiscal Year
Fiscal Year July 01, 2019-June 30, 2020
Current Year Budgeted Total Income $5,841,200
Current Year Budgeted Total Expenses $5,900,211
IRS Letter of Determination
Prior Three Years' Financial History
Revenue and ExpensesHelpFinancial data for prior years is entered by foundation staff based on the documents submitted by nonprofit organizations.Foundation staff members enter this information to assure consistency in the presentation of financial data across all organizations.
Fiscal Year201820172016
Total Revenue$347,916,011$464,187,768$172,582,131
Total Expenses$359,577,467$328,151,762$165,102,406
Revenue Less Expenses($11,661,456)$136,036,006$7,479,725
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201820172016
Contributions$294,577,911$278,525,353$154,490,363
Foundation and
Corporation Contributions
------
Government Contributions$22,529,518$22,096,172$3,959,868
Federal------
State------
Local------
Unspecified$22,529,518$22,096,172$3,959,868
Individual Contributions------
------
$11,038,427$10,020,198$4,919,700
Investment Income, Net of Losses$6,111,379$4,803,366$3,008,223
Unrealized Gain/Loss$2,404,588$6,994,119$26,379
Membership Dues$512,050$439,669$384,020
Special Events$8,999,034$7,963,124$2,836,200
Revenue In-Kind------
Other$1,743,104$133,345,767$2,957,378
Expense Allocation
Fiscal Year201820172016
Program Expense$353,166,851$252,341,486$129,193,807
Administration Expense$2,452,043$19,712,772$11,157,215
Fundraising Expense$3,958,573$56,097,504$24,751,384
Payments to Affiliates------
Total Revenue/Total Expenses0.971.411.05
Program Expense/Total Expenses98%77%78%
Fundraising Expense/Contributed Revenue1%20%16%
Assets and Liabilities
Fiscal Year201820172016
Total Assets$354,052,059$345,089,789$197,241,986
Current Assets$68,055,793$58,142,521$38,330,322
Long-Term Liabilities------
Current Liabilities$97,847,369$77,223,643$65,411,846
Total Net Assets$256,204,690$267,866,146$131,830,140
Solvency
Short Term Solvency
Fiscal Year201820172016
Current Ratio: Current Assets/Current Liabilities0.700.750.59
Long Term Solvency
Fiscal Year201820172016
Long-Term Liabilities/Total Assets0%0%0%
Funding Sources
Top Funding Sources
Fiscal Year201820172016
Top Funding Source & Dollar AmountContributions $294,577,911Contributions $278,525,353Contributions $154,490,363
Second Highest Funding Source & Dollar AmountGovt - Unspecified $22,529,518Other $133,345,767Earned Revenue $4,919,700
Third Highest Funding Source & Dollar AmountEarned Revenue $11,038,427Gov't Unspecified $22,096,172Gov't Unspecified $3,959,868
Endowment? Yes
Endowment Spending Policy Percentage
Endowment Spending Policy Percentage (if selected) 5 %
Credit Line? No
Reserve Fund? Yes
Capital Campaign
Currently in a Capital Campaign? No
Capital Campaign Anticipated in Next Five Years? No
Comments on Financials
Foundation Staff Comments
All prior year financial information is from the IRS Form 990s.
 
Note: The audited financials is for the Alzheimer's Disease and Related Disorders Association for the Oklahoma Chapter, while the Form 990s is for the national chapter.
 
Note: Per the Form 990s, Part XI Reconciliation of Net Assets Q#9 "Other Changes in Net Assets or Fund Balances" should refer to the Schedule O for specific details. These amounts are included in the "Other" revenue section of the GSO financials. These amounts may include the following:
1) Acquisition of Dissolved Chapters
2) Change in Perpetual Trust &/or Split Interest
3) Bad Debt written off
4) Misc.
 
Contributions may include foundations and corporations when the breakout was not available.
The financial information presented is obtained from the following sources: IRS Form 990, independent audit reports, financial statements – board approved when available, and supplemental information from the organization. We do not warrant or guarantee the timeliness, errors or inaccuracies. With respect to information regarding financial performance, nothing on this website should be interpreted as a statement or interpretation by OCCF staff.
Organizations with a GiveSmartOKC profile are responsible for updating information annually within 45 days following the end of their fiscal year.
Address 6601 Broadway Extension
Suite 120
Oklahoma City, OK 73116
Primary Phone 918 392-5007
Contact Email tmcgee@alz.org
Give with Credit Card http://www.alz.org/oklahoma
Give to Endowment http://occf.org/alzhei/
CEO/Executive Director Mark Fried
Board Chair Julie McKowen
Board Chair Company Affiliation Senior Star