6100 Dutchmans Ln Ste 401
Louisville KY 40205
Contact Information
Address 6100 Dutchmans Ln Ste 401
Louisville, KY 40205
Phone (502) 451-4266
Fax 502 456-2701
At A Glance
IRS Ruling Year 1985
Other Documents
Financial Summary
Revenue vs Expenses - All Years
Expense Breakdown - Recent Year
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.
Background Statement 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, 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 research and care.
Impact Statement The Greater Kentucky and Southern Indiana chapter of the Alzheimer's Association provides service and education to 125 counties across greater Kentucky and southern Indiana.  Over 5 million Americans have the disease and more than 80,000 of them reside in our service territory. The services provided to those affected by Alzheimer's, their families and caregivers include a 24 hour helpline; support groups; educational programs designed for caregivers, professionals and general education for the community; a newsletter and advocacy at all levels of government.
Geographic Areas Served
The Greater Kentucky and Southern Indiana chapter serves 125 counties across greater Kentucky and southern Indiana.  There are three offices: Louisville, Lexington and Evansville.  The Chapter headquarters is located in Louisville, KY.
Board Chair
Board Chair Sharon Reed
Company Affiliation Community Volunteer
Term July 2011 to June 2013
Board Members
Barbara Bailey Cowden WKYT Lexington
Becky Beanblossom Home Instead Senior Care
David A. Casey MDUofL Health Care Outpatient Center
Dr. Richard Edelson Community Volunteer
Colmon Elridge IIIExecutive Assistant to the Governor
Rhoda Faller Esq.Kentucky ElderLaw, PLLC
Allen L. Harris Jr.Gersh Law Offices PSC
Gloria Jelinek Kindred Healthcare
Mauritia Kamer Stites& Harbison PLLC
Helen Kientz Community Volunteer
Jack Koetter The Koetter Group
Nicki McMahon Kentucky Farm Bureau Insurance
Kelley Nalli Cornett-IMS
Karen Profitt Newman EDD, MSN, RNBaptist Hospital East
Sharon Reed Community Volunteer
Joe Rosenberg Community Volunteer
Ben Schoenbachler MDU of L Health Care Outpatient Center
Terry L. Smallwood Wells Fargo Advisors
Deborah Tuggle MN, APRN, CCNS, FCCMCommunity Volunteer
Anne H. Veno RN, BSN, MBA, LNHAEpiscopal Church Home
Board Demographics - Ethnicity
African American/Black 1
Asian American/Pacific Islander 0
Caucasian 19
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 8
Female 12
Unspecified 0
Board Term Lengths 2
Board Term Limits 3
Board Meeting Attendance % 74%
Written Board Selection Criteria? Yes
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 100%
Constituency Includes Client Representation No
Number of Full Board Meetings Annually 4
Board Co-Chair
Board CoChair Ben Schoenbachler MD
Company Affiliation UofL Health Care Outpatient Center
Term July 2011 to June 2013
CEO/Executive Director
Executive Director Teri J. Shirk
Term Start Feb 2008
Full Time Staff 13
Part Time Staff 5
Volunteers 10
Contractors 0
Retention Rate 60%
Management Reports to Board? Yes
Staff Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 18
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Staff Demographics - Gender
Male 0
Female 18
Unspecified 0
Senior Staff
Title VP of Community Relations and Development
Title VP of Public Policy
Title VP Mission and Service
Formal Evaluations
CEO Formal Evaluation Yes
CEO/Executive Formal Evaluation Frequency Annually
Senior Management Formal Evaluation Yes
Senior Management Formal Evaluation Frequency Annually
NonManagement Formal Evaluation Yes
Non Management Formal Evaluation Frequency Annually
Description The Helpline provides information, support and referrals to community resources for the general public, family members, and professional caregivers. This toll-free Helpline connects the caller with that appropriate local office from wherever they call 24 hours a day, 7 days a week. Call toll-free anytime day or night at 1.800.272.3900. The 24/7 Helpline serves people with memory loss, caregivers, health care professionals and the public. The Association's highly trained and knowledgeable staff can help you with understanding memory loss, dementia and Alzheimer's Medications and other treatment options, general information about aging and brain health, skills to provide quality care and to find the best care from professionals, legal, financial and living-arrangement decisions.
Budget $50 provides reliable information and support during three crisis calls.
Population Served Aging, Elderly, Senior Citizens, Families,
Description MedicAlert& + Alzheimer's Association Safe Return is a 24-hour nationwide emergency response service for individuals with Alzheimer's or a related dementia who wander or have a medical emergency. The Association provides 24-hour, nationwide assistance, no matter when or where the person is reported missing. Enrollment in the MedicAlert + Safe Return program includes individualized emblem engraved with MedicAlert + Safe Return, 24-Hour emergency response number, live 24-hour emergency response service for wandering and medical emergencies, 24-hour family notification service during wandering incidents and medical emergencies, 24-hour relaying of key medical information to emergency responders and 24-hour care consultation services provided by master's level counselors.
Budget $100 supports two people in MedicAlert® + Alzheimer's Association Safe Return®, a 24-hour response service for wandering and medical emergencies.
Population Served Aging, Elderly, Senior Citizens, Elderly and/or Disabled, Families
Description The Associations's support groups provide a safe, supportive environment to allow family members, friends, caregivers, and other interested individuals to meet regularly for mutual support and to exchange coping skills with one another in matters relating to Alzheimer's disease. All support groups are facilitated by trained individuals. Many locations offer specialized groups for children, individuals with younger-onset and early-stage Alzheimer's, adult caregivers and others with specific needs. All support groups are free and open to the public and of no religious affiliation unless otherwise designated.
Population Served Aging, Elderly, Senior Citizens, Elderly and/or Disabled, Families
Description The Association's advocates campaign for public policy reforms through activities related to local, state and national legislation to better serve the needs of affected persons, families and caregivers. The Association encourages its supporters to advocate through writing their Senators, Congressmen and State Legislators, joining The Association at the Advocacy Forum in Washington D.C. and by spreading the word on how to be an advocate to family, friends and co-workers.
Population Served Aging, Elderly, Senior Citizens, Elderly and/or Disabled, Families

The programs provided offer information about Alzheimer’s Disease for families, caregivers, individuals living with Alzheimer’s and the general community.  Programs are an opportunity to reflect, regenerate, find a new perspective and gain knowledge regarding the basics of the disease, financial, legal and medical issues, changes throughout the disease process and ideas for promoting improved communication with the person diagnosed with the disease.  Programs also include opportunities for persons diagnosed with Alzheimer’s to learn more about what to expect for themselves and ways to find help.

Population Served , ,
Plans & Policies
Organization has a Fundraising Plan? Yes
Organization has a Strategic Plan? Yes
Years Strategic Plan Considers 1
Date Strategic Plan Adopted Sept 2010
Management Succession Plan? No
Organization Policy and Procedures Yes
Nondiscrimination Policy Yes
Whistleblower Policy Yes
Document Destruction Policy Yes
Revenue vs Expenses - All Years
Expense Breakdown - Recent Year
Fiscal Year
Fiscal Year Start July 01, 2012
Fiscal Year End June 30, 2013
Projected Revenue $1,296,687.00
Projected Expenses $1,261,518.00
Detailed Financials
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 Year201120102009
Total Revenue$1,449,258$1,286,855$1,276,192
Total Expenses$1,685,622$1,889,666$1,852,950
Revenue Less Expenses($236,364)($602,811)($576,758)
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available). Revenue from foundations and corporations may be included in individual contributions when not itemized separately.
Fiscal Year201120102009
Foundation and
Corporation Contributions
Government Contributions$11,505$12,232$29,742
Individual Contributions$1,025,163$232,678$327,196
Investment Income, Net of Losses$11,251$26,693$16,644
Membership Dues------
Special Events$239,063$834,641$774,615
Revenue In-Kind------
Expense Allocation
Fiscal Year201120102009
Program Expense$1,312,271$1,390,679$1,388,089
Administration Expense$140,720$194,793$200,742
Fundraising Expense$232,631$304,194$264,119
Payments to Affiliates------
Total Revenue/Total Expenses0.860.680.69
Program Expense/Total Expenses78%74%75%
Fundraising Expense/Contributed Revenue18%28%23%
Assets and Liabilities
Fiscal Year201120102009
Total Assets$736,364$916,717$1,191,734
Current Assets$149,191$169,366$336,019
Long-Term Liabilities$273,126$283,718$42,907
Current Liabilities$185,103$172,490$120,901
Total Net Assets$278,135$460,509$1,027,926
Form 990s
2011 Form 990
2010 990
2009 990 Part 1
2009 990 Part 2
2008 990
2007 990
Audit Documents
2011 Audit
2008 Audit
Capital Campaign
Currently in a Capital Campaign? No
State Registration Yes
Address 6100 Dutchmans Ln Ste 401
Louisville, KY 40205
Primary Phone 502 451-4266
Contact Email
CEO/Executive Director Teri J. Shirk
Board Chair Sharon Reed
Board Chair Company Affiliation Community Volunteer