Alzheimer's Disease & Related Disorders Association
3277-A Fruitville Road, Suite 1
Sarasota FL 34237

Alzheimer's Disease & Relation Disorders Association -- Florida Gulf Coast Chapter 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. Our vision is a world without Alzheimer's disease.

CEO/Executive Director Ms. Gloria J.T. Smith
Board Chair Ronald Wheeler
Board Chair Affiliation The Sembler Company, CEO
General Info
Organization DBA
Alzheimer's Association
Alzheimer's Association - Florida Gulf Coast Chapter
Former Names
Alzheimer's Association - Sarasota Manatee Chapter
Alzheimer's Association - Southwest Florida Chapter
Alzheimer's Association - Tampa Bay Chapter
Tax Exempt Status Public Supported Charity
Incorporation Year 1982
State Charitable Solicitations Permit Yes Jan 2019
State Registration Yes July 2019
Financial Summary
Note: Revenue includes the value of in-kind contributions/donations
IRS Letter of Determination
IRS Letter of Determination (EIN change 7-1-2016)View
Impact Statement
1. Completed the second year of our three-year FY15-17 Strategic Plan ( including Program Outreach, Advocacy, Research and Development) meeting or exceeding the FY16 goals.
2. Secured State funding to purchase a new mobile office, the Memory Mobile, to assist in providing outreach and services to isolated and underserved people living with Alzheimer's disease and their caregivers.
3. Implemented programs specifically targeting female caregivers; who were identified in the 2014 Alzheimer's Disease Facts & Figures Report as most significantly impacted by the disease.
2017 GOALS (based on Strategic Plan):
1. Increase Alzheimer's concern and awareness through increasing media impressions and participation in Association activities.
2. Advance public policy initiatives on regional, State and Federal levels by increasing federal funding for research, creating early detection initiatives, care planning initiatives and developing a Federal and State Alzheimer's plan.
3. Enhance earlier access to care and support through physician outreach and access to services by newly diagnosed individuals and their caregivers.
4. Accelerate research progress through increasing research funding and earlier access to clinical trials.
5. Achieve significantly greater Chapter mission impact by growing combined events revenue by 45%, individual gifts by 17%, corporate and foundation gifts by 19%  and grant revenue by 30%.
Needs Statement
  • Ability provide our Caregiver Connection Program to an additional 750 people living with Alzheimer's disease and their caregivers.   The Caregiver Connection is a coordinated array of services (including but not limited to Care Planning Consults, Caregiver Training, Support Groups, 24/7 Helpline, and Respite Care) designed to address the unique support needs of the target populations.  Cost $48,000
  • Provide 30 Medic Alert+Safe Return scholarships to people living with Alzheimer's disease to help locate them and return them safely home should they wander and become lost. 80% of people living with Alzheimer's disease will wander and become lost, if not found within 24 hours 50% will be seriously injured or die. The program has a 99% success rate of returning wanderers safely home. Cost: $1,890
  • Duplicate and package 400 DVDs that will be provided to physicians to distribute to newly diagnosed individuals and their caregivers to inform them about the disease and the support services that are available to them. This information will streamline access to support programs that can prevent costly mistakes as they learn to cope with this new hurdle in their lives.  Cost: $2,500
  • 24/7 Helpline services for 300 individuals providing them information on all aspects of Alzheimer's disease; including the complimentary mailing Helpline packets of information tailored to their specific needs. Cost: $1,840
Background Statement

The Florida Gulf Coast Chapter was founded in 1982. Known then as the Tampa Bay Chapter, it served Pinellas, Hillsborough, and Polk counties. In 1999, the West Central Florida Chapter was merged with the Tampa Bay Chapter adding Citrus, Hernando, Pasco and Sumter counties increasing the Chapter's service region to seven counties.  In 2002, the Sarasota/Manatee Chapter and the Southwest Florida Chapters were merged into the Tampa Bay Chapter. These mergers added Charlotte, Citrus, Collier, DeSoto, Glades, Hardee, Hendry, Highlands, Lee, Manatee, and Sarasota counties to the Chapter's service region.  With this expansion, the Tampa Bay Chapter changed its name to the Florida Gulf Coast Chapter to better reflect its comprehensive 17-county service region. Within the 17 counties that comprise the Florida Gulf Coast Chapter, the Florida Department of Elder Affairs estimates that in 2015 there were 179,465  people living with Alzheimer's disease. This number does not include the “snowbirds” who reside in the region during the winter months. 

Our professional staff is dedicated to helping people navigate through the difficult decisions and uncertainties people with Alzheimer’s and their families face at every stage of the disease. Core services include a 24/7 helpline, care consultations, caregiver support groups, Medic Alert and Safe Return, and education/outreach regarding Alzheimer’s disease. The Chapter also features an advocacy program in which volunteer advocates take issues of concern directly to their legislators in Tallahassee and Washington D.C. to find better medical treatments and a cure. All of the Chapter’s services are provided free of charge and are funded through the Chapter’s grants program, and annual giving campaign, and other fundraising efforts.

Areas Served
Areas Served
In a specific U.S. city, cities, state(s) and/or region.
FL- Charlotte
FL- DeSoto
FL- Hardee
FL- Hillsborough
FL- Lee
FL- Manatee
FL- Sarasota
Areas Served Comments

The Alzheimer's Association - Florida Gulf Coast Chapter serves people living with Alzheimer's disease or a related disorder and their caregivers through the Florida Gulf Coast from eight regional offices and a mobile unit - the Memory Mobile. The Chapter's 17-county area includes: Charlotte, Citrus, Collier, DeSoto, Glades, Hardee, Hendry, Hernando, Highlands, Hillsborough, Lee, Manatee, Polk, Pasco, Pinellas, Sarasota and Sumter.

Service Categories
Primary Org Type Human Services
Secondary Org Type
Tertiary Org Type
Statement from the Board Chair/Board President
Statement from the CEO/Executive Director
 I am proud to be a small part of a tremendous team of professionals and volunteers that have made it their life work to support families living with Alzheimer's disease and other memory disorders.

We have the rewarding opportunity to witness, on a daily basis, a family’s transition from fear and confusion to very visible signs of relief that they are not alone in the devastating journey caused by Alzheimer’s disease. 

 The number of families that need our assistance would be daunting if not for the knowledge and dedication we have to support our caregivers and their loved ones.  We know that through our array of services that families provide better care for their loved ones and that their own mental and physical health benefits. Services that include a 24/7 Helpline, individual and family Care Consultations, Support Groups, Caregiver trainings, Respite care, Early Onset Groups and much more. Each family receiving support to their unique needs.

 One in 8 persons over 65 and nearly half of all those 85 and older are developing Alzheimer’s disease. Our organization through the support of our communities is making sure we are prepared to address the increasing demand for help.   It is a rare occurrence to meet someone that has not been touched by this disease.  However, we stay very hopeful.  The Alzheimer’s Association in addition to supporting families is also the largest private non profit funder of Alzheimer’s research.  Our Association holds an annual international research conference bringing thousands of scientists and researchers together with the sole goal of destroying a disease that is taking away our loved ones and their memories with them.  We want all to know that until there is a cure we will be by your side providing support and care.

Description The Alzheimer's Association - Florida Gulf Coast Chapter's programs include a 24/7 Helpline, Support Groups, Care Consultations, Respite Care, Education, Caregiver Training, and the Medic Alert + Safe Return Program (for wandering prevention).
Budget $347,898
Category Human Services, General/Other Senior Services
Program Linked to Organizational Strategy Yes
Population Served People/Families with of People with Disabilities Aging, Elderly, Senior Citizens Families
Short Term Success

1. 90% of Helpline callers indicate they would be comfortable accessing additional services.
2. 75% of respite recipients indicate a feeling of decreased care giving burden.
3. 85% of Support Group attendees report an increase in support through interaction with peers.
4. 80% of those receiving Care Consults feel more in control of their care giving responsibilities.
5. 85% of Caregiver Trainings participants report learning skills to help care for their loved one.
6. Overall, 90% satisfaction rate of program participants


Long Term Success

 The Caregiver Connection is a coordinated array of services designed to address the unique support needs of people living with Alzheimer’s disease or a memory related disorder and their caregivers. The program assists caregivers in overcoming barriers and guides them through the process of identifying and accessing support services that assist them in acquiring a higher level of care and life quality for themselves and the loved one for whom they provide care.


Program Success Monitoring The evaluation process is centered on client feedback through satisfaction surveys. Each program’s Satisfaction Survey asks specific questions which will indicate if the participants of that program are receiving the program’s desired outcome. For example, Satisfaction Surveys for Caregiver Trainings will solicit feedback that will indicate if the participant feels better equipped to meeting the needs of the individual for whom they provide care after participating in the training.Based on this feedback we are able to determine if our programs are producing the desired outcome. If the satisfaction surveys would indicate that we not achieving the desired outcome for a specific program, the information collected by the Satisfaction Surveys will alert us to this and provide us with information as to where the program has missed the mark and how it needs to be modified. This system provides us with an on-going method to evaluate program effectiveness and prevents us from unknowingly providing a program that is not achieving its intended outcomes.
Program Success Examples  Over the past 12 months:
1. 96% of Helpline callers indicate they would be comfortable accessing additional services.

2. 87% of respite recipients indicate a feeling of decreased care giving burden.

3. 91% of Support Group attendees report an increase in support through interaction with peers.

4. 97% of those receiving Care Consults feel more in control of their care giving responsibilities.

5. 96% of Caregiver Trainings participants report learning skills to help care for their loved one.

6. Overall, 98% satisfaction rate of program participants

Reaching out to physicians to increase their awareness of and streamline referrals of people living with Alzheimer's disease or a related disorder and their caregivers to the alzheimer's Association.
Budget $15,000
Category Human Services, General/Other Senior Services
Program Linked to Organizational Strategy Yes
Population Served Aging, Elderly, Senior Citizens People/Families with of People with Disabilities Families
Short Term Success Conduct outreach, consisting of at least two contacts, with the goal of reaching the clinical practices of 80 percent of neurologists and geriatricians and 50 percent of the top prescribingclinical practices within general/family medicine, internal medicine and psychiatry over the next three years.
Long Term Success The Alzheimer's Association will be an early and ongoing point of contact for at least 50 percent of people newly diagnosed with Alzheimer's disease, either directly or through a caregiver
Program Success Monitoring

 Improve meaningful engagement of early-stage constituents through a 50 percent increase in participation in consistent, high-quality and evidence-based early-stage programs, support groups and volunteer activities.


Program Success Examples
This program has been in effect since July 2011. Measureable in the first six months of the program include identifying and mailing infomration to the top dementia medication physicians in the area, conducting in person outreach to the physician and the development of of data tracking mechanisms to monitor the programs progress towards its mezsurable outcomes.
This program is specifically designed to meet the special needs of indivudals suffering from Younger Onset (20 - 60 years old) and their caregivers in addition to those who are in the early stages of the disease.
Budget $8,000
Category Human Services, General/Other
Program Linked to Organizational Strategy Yes
Population Served People/Families of People with Health Conditions
Short Term Success
Participants learn about their disease, how to prepare for the impact both in the presnet and the future and will gain peer support from fellow program participants.
Long Term Success
Planning and preparation is in place to prevent future crisis related to the advancement of thier disease.  Caregivers are better informed and equipped to meet their caregiving responsibilites in a healthier manner that will delat costly placement in the future.
Program Success Monitoring
Client feedback surveys that provide indicators of disease education, coping skills and decreased stress.
Program Success Examples
Program is newly inplemented and program success stories are pending.
Program Comments by Organization

CEO/Executive Director
CEO/Executive Director Ms. Gloria J.T. Smith
CEO Term Start July 2000
CEO/Executive Director Email
Experience Gloria J.T. Smith has 34 years of non-profit management expertise. She has been the President/CEO of Alzheimer’s Association – Florida Gulf Coast Chapter since 2000. She has been an executive with the United Way system, where she was Director of the Management Assistance Program for nonprofits and responsible for planning, evaluation and allocations for member agencies. She was also a nationally known administrator of an AIDS organization that was selected by the U.S. Assistant Secretary of Health as one of the top five AIDS organizations in the country. She has served on numerous of local, state and national boards of nonprofits including serving as Chairperson for the International AIDS Committee of the National AIDS Council.
Former CEOs/Executive Directors
Eric Green July 1996 - Feb 2000
Vivian Marshall Jan 1994 - Feb 1996
Senior Staff
Chuck Albrecht COO
Katie Hood VP of Development
Lisa Milne VP of Programs
Staff & Volunteer Statistics
Full Time Staff 25
Part Time Staff 0
Staff Retention Rate % 92
Professional Development Yes
Contractors 2
Volunteers 1800
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation Yes
Senior Management Formal Evaluation Yes
Non-Management Formal Evaluation Yes

The Alzheimer’s Association works in collaboration with The Senior Friendship Centers, Southwest Florida Area Agency on Aging, West Central Florida Area Agency on Aging, Memory Disorders Clinic of Sarasota Memorial Hospital, Jewish Children and Family Services. We also have collaborative agreements with the following respite care providers to provide free or reduced cost respite care: A Banyan Residence, A Better Solution of Sarasota, A Better Solution of Venice, A Bridge for Independence, All Stat Home Health, Alterra Clare Bridge, Approved Home Health, BrightStar of South Sarasota, Catalano's Nurses Registry, Coastal Care Nursing, Comfort Keepers, Connections for Seniors, Cypress Gardens,  Emeritus at Colonial Park, Emeritus at Sarasota, Family Private Care, Granny Nannies, Hanson Services, Harmony Pavilion, Home Instead Senior Care, Kelly Home Care Services, Live Oak Manor, Manor Care, Maxim Healthcare Services, Nursing Resources, Nursing Resources, Nursing Styles, Osprey Pointe on Palmer Ranch, Palmer Ranch, Perfect Solutions For Seniors, Regal Home Care, ResCare HomeCare, Right Accord, Right at Home, Senior Helpers, Springwood Rehabilitation & Nursing Center, Take Care Home Health, Visiting Nurse Association and Whitsyms Nursing Service.

Affiliate/Chapter of National Organization1984
External Assessments and Accreditations
Awards & Recognition
Non-Profit of the Year FinalistTampa Bay Buisness Journal2012
Non-Profit of the Year FinalistTampa Bay Business Journal2014
National Family Caregiving Award for Innovation, Responsiveness and EffectivenessNational Alliance for Caregiving2008
Woman of Achievement - Sue FoxAmerican Association of University Women2016
Risk Management Provisions
Government Licenses
Organization Licensed by the Government No
Fundraising Plan No
Communication Plan No
Strategic Plan No
Strategic Plan Years 3
Strategic Plan Adopted July 2014
Management Succession Plan No
Continuity of Operations Plan Yes
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy No
Policies and Procedures Yes
Board Chair
Board Chair Ronald Wheeler
Company Affiliation The Sembler Company, CEO
Board Term Apr 2016 to Apr 2018
Board Chair Email
Board Members
Board Members
Paul Charlesworth March, Inc., Sr VP Managing Director, retired
Thomas Conklin Thomas Conklin, Attorney & Counselor
Stuart Gaines Cairn Park, CEO
Pamela Gaylor MSPark
David Gollins JP Morgan Chase, Executive Director
William (Bill) Haley Ph.D.USF, Professor, School of Aging Studies
Betsy Hedden-Shafer Raymond James & Associates, Inc.
Charlotte Howard Community Volunteer
Lane B. Kent Insurance Administration Solutions, President
Robert McNutt Retired
Susan Naselli M.D.Veterans Health Administration
Steve Olson Baldwin, Krystyn, Sherman
Jason A. Penrod Esq.Family Elder Law
Andrew (Drew) Weintraub Health First, Inc. VP Sales & Business Development
Ron Wheeler The Sembler Company, CEO
Constituency Includes Client Representation Yes
Board Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 14
Hispanic/Latino 1
Native American/American Indian 0
Other 0 0
Board Gender
Male 11
Female 4
Unspecified 0
Board Term Lengths 2
Board Term Limits 4
Board Orientation Yes
Number of Full Board Meetings Annually 6
Board Meeting Attendance % 88
Board Self-Evaluation Yes
Written Board Selection Criteria Yes
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 100
% of Board Making In-Kind Contributions 100
Standing Committees
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Program / Program Planning
Current Year Projections
Tax Year Start Month July
Tax Year Start Day 01
Tax Year Begins 2017
Tax Year End Month June
Tax Year End Day 30
Tax Year Ends 2018
Projected Revenue $2,462,658.00
Projected Expenses $2,462,557.00
Total Projected Revenue includes "in-kind" contributions/ donations Yes
Organization has Endowment No
Capital Campaign
Currently In a Capital Campaign No
Anticipate Campaign within 5 years? No
Campaign Purpose
Campaign Goal
Amount Raised To Date 0 as of 0
Financial Review
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 Year201620152014
Foundation and
Corporation Contributions
Government Contributions$396,793$227,794$204,289
Individual Contributions$3,932,074$2,161,283$2,399,954
Investment Income, Net of Losses($25,168)$11,752$88,473
Membership Dues$8,979$1,293$1,456
Special Events$0$0$0
Revenue In-Kind$43,841$0$20,014
Expense Allocation
Fiscal Year201620152014
Program Expense$1,846,824$1,621,903$1,525,678
Administration Expense$298,188$206,821$196,002
Fundraising Expense$321,658$272,627$215,612
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses1.751.151.39
Program Expense/Total Expenses75%77%79%
Fundraising Expense/Contributed Revenue7%11%8%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$5,394,451$3,368,106$3,166,876
Current Assets$4,576,794$2,521,795$2,457,720
Long-Term Liabilities$0$0$0
Current Liabilities$393,899$241,775$310,676
Total Net Assets$5,000,552$3,126,331$2,856,200
Top Funding Sources
Fiscal Year201620152014
Top Funding Source & Dollar AmountContributions, gifts, grants $3,932,074Contributions, gifts, grants $2,161,283Contributions, gifts, grants $2,399,954
Second Highest Funding Source & Dollar AmountGovernment Grants - Unspecified $396,793Government Grants - State $127,159Government Grants - State $100,000
Third Highest Funding Source & Dollar AmountWorkshops, Conferences $13,909Government Grants - Federal $58,181Investment Income $88,473
CEO/Executive Director Compensation $150,001 - $175,000
Tax Credits No
Short Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities11.6210.437.91
Long Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets0%0%0%
Financials Comments
Financial Comments by Foundation
Financial figures taken from IRS Form 990 and audit documents. 990s and audits reconcile. Individual contributions include foundation & corporate support, as reported on Form 990s.  The value of in-kind donations is included in revenue in the audited financial statements.
Nonprofit Alzheimer's Disease & Related Disorders Association
Address 3277-A Fruitville Road, Suite 1
Sarasota, FL 33762
Phone 941 365-8883