Alzheimer's Disease and Related Disorders Association
2123 N. Classen Blvd.
Oklahoma City OK 73106
Tax Exempt Status Public Supported Charity
Organization Does Business As (DBA) Name(s)
Organization DBA
Alzheimer's Association Oklahoma Chapter
Mission Statement 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 Nellie Windsor
Contact email oksocial@alz.org
Address 2123 N. Classen Blvd.
Oklahoma City, OK 73106
Phone (405) 319-0780
Fax 405-319-0783
County Oklahoma County
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 made online at www.alz.org/oklahoma or mailed to 2123 N. Classen Blvd., OKC 73106.  In-kind donations are always welcomed and appreciated. Volunteer opportunities abound, from helping with events to general office responsibilities. 
Financial Summary
 
 
Projected Revenue $3,021,989.00
Projected Expenses $3,170,050.00
History and Background
Former Names
NameYear
Alzheimer's Association Oklahoma Arkansas Chapter2012
Year Founded 1983
IRS Ruling Year 1985
State Registration Expiration Apr 2016
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 2011. 
  • Piloted first successful rural outreach effort in Lawton, Oklahoma in 2012-2013 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.

 

 

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 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 exploring disease characteristics, causes and probable characteristics.
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. 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. To find more effective treatment, prevention methods and ultimately a cure for Alzheimer's disease.
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 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.
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 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.
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.
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.
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 hone and 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 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."
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.
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
Jennifer CaseDirector of Programs
Randle LeeRegional Director, Oklahoma City Regional Office
Toni McGeeDirector of Development
Kate ScruggsDirector of Finance
Nellie WindsorDirector of Communications
Staff
Number of Full-time Staff 25
Number of Part-time Staff 3
Number of Contract Staff 0
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 2
Date Strategic Plan Adopted July 2014
Management Succession Plan Yes
Organization Policies and Procedures Yes
Government Licenses
Is your organization licensed by the government (federal, state and/or local)? No
Board Chair
Name David Murlette
Company Affiliation Montereau
Term July 2015 to June 2017
Email dmurlette@montereau.net
Board of Directors
List Current as of Sept 28, 2016
Board of Directors List
NameAffiliationStatus
Mark Allen Voting
Justin Brown Esperanza Senior LivingVoting
Dennis Cameron WPX EnergyVoting
Alice Dahlgren ReMaxVoting
Robert Dorrell Voting
David Hudiburg Hudiburg Auto GroupVoting
Adriane Lakin Community VolunteerVoting
Herb Magley Voting
Julie McKowen Voting
Ashli Montgomery Community VolunteerVoting
Brad Mueller Voting
David Murlette MontereauVoting
David Pasnau Voting
Erin Peters Community Volunteer/CaregiverVoting
Joe Ray BOKVoting
Cindy Riesen Voting
Lee Swarthout Hartog, Kallenberger & SwarthoutVoting
Jim Webb Chesapeake EnergyVoting
Mary Westbrook Voting
Paul Williams CB Richard Ellis/OKVoting
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? Under Development
Standing Committees
Executive
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Finance
Audit
Personnel
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.
Current Fiscal Year
Fiscal Year July 01, 2016-June 30, 2017
Current Year Budgeted Total Income $3,021,989
Current Year Budgeted Total Expenses $3,170,050
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 Year201520142013
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)
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 Year201520142013
Foundation and
Corporation Contributions
$423,437$705,233$135,567
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
------
$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
Fiscal Year201520142013
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 Expenses1.111.300.89
Program Expense/Total Expenses75%70%69%
Fundraising Expense/Contributed Revenue11%12%19%
Assets and Liabilities
Fiscal Year201520142013
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
Solvency
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities3.943.103.68
Long Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets0%0%0%
Funding Sources
Top Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountSpecial Events $1,810,833Special Events $1,635,335Individuals $1,736,933
Second Highest Funding Source & Dollar AmountIndividuals $1,601,571Individuals $1,392,884Special Events $1,529,865
Third Highest Funding Source & Dollar AmountFoundations & Corporations $423,437Foundation & Corporation $705,233Govt - Unspecified $177,982
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
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. 
Address 2123 N. Classen Blvd.
Oklahoma City, OK 73106
Primary Phone 405 319-0780
Contact Email oksocial@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 David Murlette
Board Chair Company Affiliation Montereau