Alzheimer's Project, Inc.
301 E Tharpe St
Tallahassee FL 32303
Contact Information
Address 301 E Tharpe St
Tallahassee, FL 32303
Telephone (850) 386-2778
Fax 850 386-2775
Web and Social Media
Donate Directly to this Organization
Donate to this Orgs Endowment Fund at Community Foundation
At A Glance
Organization DBA
Alzheimer's Project
Former Names
The Alzheimer's Project of Tallahassee
The Alzheimer's Project, Inc.
Organization's type of tax exempt status Public Supported Charity
EIN Number 59-3163907
Year of Incorporation 1993
Financial Summary
Projected Revenue $674,905.00
Projected Expenses $674,905.00
Mission Statement

Alzheimer's Project, Inc. exists to provide comfort, support and assistance to persons with memory disorders and their caregivers in the Big Bend area. 

Needs Statement
Due to the agency's unprecedented growth since 2011 there is an immediate need for the following:

·        A sustained funding stream equivalent to $80,000.00 per annum which would afford us the opportunity to hire either two full-time counselors or three part-time counselors to help handle the ever growing caseload we currently process through our delivery of services in eleven counties across North Florida.

·        A larger facility to house our staff, volunteers and clients of the various populations  we serve throughout our catchment area.  We currently provide services to caregivers caring for loved ones with Alzheimer's disease or a related dementia as well as those individuals living with Alzheimer's disease or dementia and we also serve a much younger clientele by providing our Project Lifesaver program to children living with Autism or Down syndrome and their families.

·        Volunteers!  Volunteers are the true force behind our ability to serve so many clients in so many different communities in North Florida.  We have volunteers all over the area with about 110 volunteers in Leon County alone but we always need more as they provide an invaluable service to the agency, our clients and the community as a whole.

Impact Statement

Top four accomplishments for FY 2014:

  • Open a Spanish language day respite program in Tallahassee; 
  • Open a day respite program in partnership with Bethel A.M.E. Church; 
  • Create four new clinical staff positions and hire four clinical staff to meet the overwhelming demand for services; 
  • Expand Project Lifesaver from a current census of 60 to a census of 80.
Top five goals for Alzheimer's Project for FY 2015:
  •  Expand Day Respite in Gadsden County
  • Find 10 new community partners/sponsors
  • Provide Powerful Tools for Caregivers classes across the Florida panhandle
  • Provide 5 "Alzheimer's 101" education series to rural communities and churches
  • Expand Project Lifesaver from a current census of 73 to 95.
Background Statement
Alzheimer's Project, Inc. has been in existence since 1991 and began as an outreach mission of Saint Paul's United Methodist Church as a vision of Reverend John Fletcher.  In 1992 the agency became an independent 501C-3 established for the primary mission of serving caregivers who were caring for loved ones with Alzheimer's disease or any related dementias.  For the next 15 years the agency grew into the Tallahassee/Leon County service area and began to offer other free services in an effort to become a more comprehensive and accessible agency for persons affected by Alzheimer's disease or dementia as well as children with cognitive disorders like Autism and Down syndrome. 
In January 2007 the Boards of Director's for Alzheimer's Project, Inc., and the Alzheimer's Resource Center, Inc. made the insightful decision of combining the two agencies and creating a new agency that would eventually become Alzheimer's Project, Inc.  Once the merger was complete, the new Board of Directors agreed that the agency could expand beyond the original catchment area of Leon County to include all the surrounding counties in the Florida Panhandle.  In 2008 and into 2009, the agency began to reach out to surrounding counties and within a few short years, the agency had established a long-term sustainable presence in Gadsden, Jefferson, and Wakulla counties providing caregiver support groups and day respite programs to persons affected by dementia or Alzheimer's disease.  We currently serve clients in ten counties in the Florida Panhandle and at this time, we provide support services to caregivers as well as full-time day respite programs running from 9am until 3pm in Leon, Wakulla and Gadsden counties for persons with Alzheimer's disease or dementia.  Our model for the day-respite programs is based entirely on theories of social engagement and the interpersonal touch of human service.  These programs are always staffed by a trained coordinator, a certified nursing assistant (CNA) and volunteers to provide a client/volunteer ratio of 2:1.  Client's are served snacks in the morning and lunch in the afternoon.  A number of therapeutic modalities are employed daily such as music therapy, art therapy, pet therapy, narrative therapy and additional time is allocated for seated yoga and interactive games or play therapy.
Service Categories
Family Services
Mental Health & Crisis Intervention NEC
Alzheimer's Disease
Areas of Service
Areas Served
Alzheimer's Project, Inc. serves many rural communities within a ten county catchment area including Tallahassee, Quincy, Chattahoochee, Monticello, Crawfordville, Perry, Apalachicola, Marianna, Port St. Joe, Chipley and Havana.
CEO Statement/Executive Director Statement
There is nothing like Alzheimer's Project, Inc. in North Florida.  We are unique because of the interactive and personally engaging free services that we offer in the hopes of improving the quality of life for individuals affected by Alzheimer's disease and their families.  A little known fact about the agency is that we also serve children who have been diagnosed with Autism spectrum disorder and Down syndrome and they are primarily served at this time through our PLS or Project Lifesaver wander recovery program.  Families have often explained that this program which currently serves approximately 38 children and 35 seniors at risk for wandering is a lifeline for them as well as a lifesaver for their loved ones.  If anyone enrolled in this program wanders away from the safety of their caregiver, a phone call by the caregiver to the Leon County Sheriff's' Office (LCSO) initiates a cascade event that begins the search process.  LCSO sends out a search team immediately and with their certified PLS tracking devices, they can generally locate the missing individual within 45 minutes to 1 hour post notification and reunite them safely with their family.  PLS is an expensive program that costs the agency about $400 per bracelet per year to purchase and maintain so if we do the math, $400.00 per PLS unit with 75 units currently on the wrists of at-risk individuals, we can see that this program costs the agency approximately $30,000.00 to operate each year.  Costly? Yes indeed but a minimal investment when we consider the alternative of a senior or a child lost in our heavily rural area and exposed to the extremes of North Florida weather and the elements.  We are happy to be able to provide this as a free service to caregivers who are already in crisis and under a great deal of stress so as not to exacerbate an already difficult situation.  This is how we run all of our programs, no cost to any caregiver for any service that we provide.  We use a social model of engagement and work toward social engagement and acceptance of all persons who come to us in search of services from this agency.

 There are never any costs or fees associated with any of the programs we offer at AP.  All of our services are provided free of charge.  AP staff provides information and referral, counseling, support groups, in-home respite, facility-based respite, case assessment and case management, volunteer training, client-volunteer matching, crisis intervention and crisis training to Leon County Sheriff's Office and community and professional training to the caregiver community of Tallahassee and Leon County.The foundation of our program delivery is the caregiver support that we provide through a variety of different services and is meant to reduce the significant stress the family is dealing with post diagnoses. Our priority is to provide the greatest measure of information, education, and caregiver relief through programs such as in-home respite, facility-based respite, caregiver education, the Annual Caregiver Forum (an education platform) the annual Disease and Education Conference held at the College of Medicine each year and the safety measure provided intandem with the LCSO through Project Lifesaver which is dedicated to the proactive recovery of wanderers.

The overall purpose of all AP programs and support services is to provide caregiver support and relief from the rigors of continuous caregiving allowing the caregiver to take care of their own health needs and maintain a healthy attitude thus insuring a more probable continuity of care for the person with AD and thus delaying institutionalization.  
Budget $384,691.00
Category Health Care, General/Other Nursing Home Care
Population Served Aging, Elderly, Senior Citizens, Adults,
Program Success Monitored By

Sign-in sheets are used as a means of tracking attendance and for 2012 we were able to serve an average of  33 persons with Alzheimer’s disease or dementia every week for a total of 1650 persons. These respite programs have enabled the primary caregivers to have on average, 6 hours of time for their own health and wellbeing resulting in 9900 hours of caregiver holistic time provided by the agency as a free service.

AP provided 1148 referrals for 2012 as evidenced by phone tracking logs for intake and initial assessment.

AP published 1500 Alzheimer’s Disease and Resource Manuals in 2012 and distributed them to caregivers, professional offices and various health fairs and seminars throughout Tallahassee and Leon County.

The event in 2012 registered 130 persons as participants with over 20 of them coming for CEU/CME. The event serves as a day of education and learning promoting a secure and respected climate for learning and exchanging ideas.  Caregivers can also bring their loved ones while they attend the conference and the agency provides a day respite room for persons with Alzheimer’s disease or related dementia.

AP now hosts and facilitates 8 monthly caregiver support groups across Leon County with an average of 25 persons per group serving an estimated 2400 caregivers in 2012.

Program Comments
CEO Statement/Executive Director/Board Comments
Board Chair
Board Chair Pam Schilling
Company Affiliation Capital City Bank
Term Jan 2015 to Dec 2015
Board Members
Cathy Adkison Big Bend Hospice
Ellen Amato Home Instead Senior Care
Susan Bisbee Community Volunteer
Ron Davis Caregiver
Michael German WTXL
Bruce Harter Saint Paul's United Methodist Church
April Henkel Florida Health Care Association
Ann Kimbrough Dean, FAMU School of Journalism & Graphic Communication
John Kraniou Waddell & Reed
Rebeccah Lutz Editor, Tallahassee Democrat
Leila McClure Dept. of Financial Services
Alice Pomidor FSU College of Medicine
Joe Sanders Sanders, Holloway & Ryan, CPAs
Pamela Schilling Capital City Bank
Bekkah Sheetz Boy's and Girl's Club
Board Demographics - Ethnicity
African American/Black 2
Asian American/Pacific Islander 1
Caucasian 11
Hispanic/Latino 1
Native American/American Indian 0
Board Demographics - Gender
Male 5
Female 10
Board Term Lengths 2
Board Term Limits 2
Board Meeting Attendance % 80%
Written Board Selection Criteria? Under Development
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 90%
Percentage Making In-Kind Contributions 100%
Constituency Includes Client Representation Yes
Number of Full Board Meetings Annually 10
Standing Committees
Board Development / Board Orientation
Communications / Promotion / Publicity / Public Relations
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)
CEO Comments
Alzheimer's Project, Inc. is fortunate to have such a strongly engaged board of directors.  The board is present at all functions and seeks to secure additional revenue streams in the community.  All board members serve on a minimum of two standing committees in addition to any ad hoc committees that are convened by the president.
Executive Director/CEO
Executive Director Bill Wertman
Term Start Jan 2006
CEO/Executive Director Current Compensation 60000
Full Time Staff 7
Part Time Staff 3
Volunteers 200
Contractors 0
Retention Rate 100%
Formal Evaluations
CEO Formal Evaluation Yes
CEO/Executive Formal Evaluation Frequency Annually
Senior Management Formal Evaluation N/A
Senior Management Formal Evaluation Frequency N/A
NonManagement Formal Evaluation Yes
Non Management Formal Evaluation Frequency Annually
Plans & Policies
Organization has a Fundraising Plan? Under Development
Organization has a Strategic Plan? Under Development
Management Succession Plan? Under Development
Organization Policy and Procedures Yes
Nondiscrimination Policy Yes
Whistleblower Policy No
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
American Society on Aging2009
Fiscal Year
Fiscal Year Start Jan 01 2015
Fiscal Year End Dec 31 2015
Projected Revenue $674,905.00
Projected Expenses $674,905.00
Endowment Value $4,152.00
Spending Policy Percentage
Percentage (if selected) 4%
Form 990s
990 20132013
Audit or In-House Financial Documents
IRS Letter of Dtermination
Detailed Financials
Expense Allocation
Fiscal Year201420132012
Program Expense$450,585$338,066$338,959
Administration Expense$102,591$86,473$84,082
Fundraising Expense$36,276$20,960$22,248
Payments to Affiliates------
Total Revenue/Total Expenses0.981.091.05
Program Expense/Total Expenses76%76%76%
Fundraising Expense/Contributed Revenue7%5%5%
Assets and Liabilities
Fiscal Year201420132012
Total Assets$245,802$239,569$205,398
Current Assets$16,757$231,279$194,558
Long-Term Liabilities$15,000$0$0
Current Liabilities$87,039$82,559$89,334
Total Net Assets--$157,010$116,064
Short Term Solvency
Fiscal Year201420132012
Current Ratio: Current Assets/Current Liabilities0.192.802.18
Long Term Solvency
Fiscal Year201420132012
Long-Term Liabilities/Total Assets6%0%0%
Capital Campaign
Currently in a Capital Campaign? No
Capital Campaign Anticipated in Next 5 Years? Yes
Additional Documents
State Charitable Solicitations Permit
Nonprofit Alzheimer's Project, Inc.
Address 301 E Tharpe St
Tallahassee, FL 32303
Primary Phone 850 386-2778
Donate with a credit card
Donate to Endowment Fund at Community Foundation
CEO/Executive Director Bill Wertman
Board Chair Pam Schilling
Board Chair Company Affiliation Capital City Bank
Year of Incorporation 1993
Former Names
The Alzheimer's Project of Tallahassee
The Alzheimer's Project, Inc.