2017-11-15T14:05:52-06:00 2017-06-30 330310569 HASKELL & WHITE LLP 300 SPECTRUM CENTER DR STE 300 IRVINE CA 92618 990 2016-07-01 953702013 ALZHEIMER'S ORANGE COUNTY ALZH 9499559000 2515 MCCABE WAY NO 200 IRVINE CA 92614 JAMES MCALEER CEO 9499559000 2017-11-15 1 WAYNE PINNELL P01691781 9494506200 216.73.111.4 2017-11-15 09:57:20 PS P BE5F4EC4C7818356B1A7FDCD46830D4A78EBA627 BE5F4EC4C7818356B1A7FDCD46830D4A78EBA627 2016 2017-02-10 21:41:12Z JAMES MCALEER 2515 MCCABE WAY NO 200 IRVINE CA 92614 4986137 0 X WWW.ALZOC.ORG X 1982 CA SERVICES TO PATIENTS AND FAMILIES 15 15 76 680 0 0 2912623 2899028 161257 1347605 273460 337816 -195630 146576 3151710 4731025 10231 85618 0 0 2407395 3194418 0 0 366284 2210102 2772822 4627728 6052858 -1476018 -1321833 16984522 15923596 4144238 4322556 12840284 11601040 THE MISSION OF ALZHEIMER'S ORANGE COUNTY (AOC) IS TO ELIMINATE ALZHEIMER'S DISEASE THROUGH THE ADVANCEMENT OF RESEARCH, TO PROVIDE AND ENHANCE CARE AND SUPPORT FOR ALL AFFECTED, TO PROVIDE DIRECT SERVICE FOR PERSONS WITH DEMENTIA INCLUDING BUT NOT LIMITED TO ADULT 0 0 2604354 518235 FAMILY EDUCATION - WE OFFER A VARIETY OF CLASSES AND WORKSHOPS FOR THOSE WITH MEMORY LOSS CONCERNS, FAMILIES, CAREGIVERS AND THE COMMUNITY. ALL CLASSES ARE OFFERED FREE OF CHARGE. 1735811 1090913 SOUTH COUNTY ADULT DAY SERVICES IS A LICENSED ADULT DAY CENTER PROVIDING BOTH SOCIAL AND HEALTHCARE PROGRAMS TO SOUTH ORANGE COUNTY'S ELDER ADULTS AND ADULTS WITH DISABILITIES. 744047 373746 OUTREACH & ADVOCACY: AOC ADVOCATES PLAY AN IMPORTANT ROLE IN IMPROVING THE QUALITY OF CARE AND QUALITY OF LIFE FOR PEOPLE WITH ALZHEIMER'S DISEASE AND THEIR FAMILIES BY WORKING TO IMPROVE DEMENTIA CARE AND SERVICES; IMPROVE ACCESS TO COMMUNITY-BASED CARE; IMPROVE QUALITY CARE IN RESIDENTIAL SETTINGS; AND EXPAND FUNDING FOR RESEARCH AND PUBLIC PROGRAMS SERVING PEOPLE WITH DEMENTIA. 359533 85618 494592 359533 85618 494592 5443745 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 59 0 1 76 1 0 0 0 0 0 1 1 0 0 0 1 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X JUVI DENEVE 9497573773 2515 MCCABE WAY 200 IRVINE CA 92614 MICHAEL LANCASTER CHAIRMAN OF THE BOARD 4.00 X 0 0 0 JODY HUDSON CTFA VICE CHAIR 4.00 X 0 0 0 DAVID PLOURDE TREASURER 4.00 X 0 0 0 LAWRENCE HARTLEY SECRETARY 4.00 X 0 0 0 ALEC ABBOTT BOARD MEMBER 4.00 X 0 0 0 MARY BORG BOARD MEMBER 4.00 X 0 0 0 SONIA GARCIA-FRANCIA MA BOARD MEMBER 4.00 X 0 0 0 DENNIS KUHL BOARD MEMBER 4.00 X 0 0 0 SHELDON LEWIN BOARD MEMBER 4.00 X 0 0 0 JACQUELINE DUPONT PHD BOARD MEMBER 4.00 X 0 0 0 PAUL NINEFELDT BOARD MEMBER 4.00 X 0 0 0 JEANNIE LAWRENCE BOARD MEMBER 4.00 X 0 0 0 DUNG TRINH MD BOARD MEMBER 4.00 X 0 0 0 JUDITH GARFI-PARTRIDGE BOARD MEMBER 4.00 X 0 0 0 DAVID MACINNIS MEMBER AT LARGE 4.00 X 0 0 0 JAMES MCALEER PRESIDENT/CEO 40.00 X 248017 0 8350 248017 0 8350 1 0 1 0 0 259921 2639107 2899028 SOUTH COUNTY ADULT DAY 623990 1090913 1090913 WORKSHOPS/CONFERENCES 624100 256692 256692 1347605 142942 142942 152323 139971 12352 12352 12352 194874 194874 194874 249365 259921 115141 134224 134224 4731025 1554831 0 277166 X 75000 75000 10618 10618 248017 218255 14881 14881 2404786 2116212 144287 144287 325430 286378 19526 19526 216185 190243 12971 12971 23002 20240 1381 1381 852204 749940 51132 51132 346455 304881 20787 20787 342287 301213 20537 20537 606341 533581 36380 36380 68240 60052 4094 4094 100430 88378 6026 6026 259819 228641 15589 15589 DIRECT PROGRAM EXPENSES 227297 200021 13638 13638 BANK FEES 63888 56222 3833 3833 DUES AND SUBSCRIPTIONS 20370 17926 1222 1222 BAD DEBT 3050 3050 -140561 -14056 -126505 6052858 5443745 242829 366284 1325997 515793 1874352 1323819 260396 189345 17368 482255 117666 96165 9011426 739882 7927177 8271544 4645383 4843547 833551 183760 16984522 15923596 2304238 567787 103888 1840000 3650881 4144238 4322556 X 10910995 10529011 1929289 1072029 12840284 11601040 16984522 15923596 -1321833 82589 0 X X 0 1 X 1 0 X 1593159 5381875 2097897 2912623 3646889 15632443 1593159 5381875 2097897 2912623 3646889 15632443 15632443 70886 194472 188827 216111 297399 967695 233680 213970 140565 82592 249365 920172 17520310 0.89220 0.75210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2622000 2622000 5317623 389931 4927692 465984 27182 438802 481311 247733 233578 124508 75036 49472 8271544 FIRST AMERICAN TRUST 2687531 F FARMERS & MERCHANT TRUST COMPANY 2156016 F 4843547 5003119 82589 48938 140567 272094 4731025 0 4731025 6242363 48938 140567 189505 6052858 0 6052858 PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL AND OTHER EXPENSES PRESENTED NET 140,567. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL AND OTHER EXPENSES PRESENTED NET 140,567. X 1 COMMUNITY WORKS CONSULTING 375 REDONDO AVE 318 LONG BEACH CA 90814 GRANT WRITING 0 0 74871 -74871 74871 -74871 CA GALA 404585 185410 219175 86397 VISIONARY WOMAN 71150 40993 30157 28744 5 33551 33518 33 509286 259921 249365 115141 115141 134224 SCHEDULE G, PART 1, LINE 2B, LIST OF TEN HIGHEST PAID FUNDRAISERS (I) NAME OF FUNDRAISER: COMMUNITY WORKS CONSULTING (II) ADDRESS OF FUNDRAISER: 375 REDONDO AVE #318, LONG BEACH, CA 90814 PART 1, LINE 2B, COLUMN (V) GRANT WRITERS WROTE GRANTS ON BEHALF OF AOC - BUT ALL FINAL SUBMISSIONS TO THE GRANTING AGENCY WERE COMPLETED BY THE CORRESPONDING VP AT AOC OFFICES. ALL GRANTS RECEIVED WERE SUBMITTED DIRECTLY TO AOC OFFICES. 1 UC IRVINE INSTITUTE FOR MEMORY IMPAIRMENTS AND NEUROLOGICAL DISORDERS 1259 GILLESPIE NRF IRVINE CA 92808 952540117 75000 FMV INDUCED PLURIPOTENT STEM CELL-DERIVED MICROGLIA TO IDENTIFY NOVEL THERAPEUTIC TARGETS 1 SCHOLARSHIPS 3 750 SAFE RETURN 80 4900 RESPITE 60 4968 SCHEDULE G, PART 1, LINE 2B, LIST OF TEN HIGHEST PAID FUNDRAISERS (1) NAME OF FUNDRAISER: COMMUNITY WORKS CONSULTING (I) ADDRESS OF FUNDRAISER: 375 REDONDO AVE #318, LONG BEACH, CA 90814 PART I, LINE 2B, COLUMN (V) GRANT WRITERS WROTE GRANTS ON BEHALF OF AOC - BUT ALL FINAL SUBMISSIONS TO THE GRANTING AGENCY WERE COMPLETED BY THE CORRESPONDING VP AT AOC OFFICES. ALL GRANTS RECEIVED WERE SUBMITTED DIRECTLY TO AOC OFFICES. X 0 0 0 0 0 0 0 0 0 JAMES MCALEER PRESIDENT/CEO 248017 0 0 0 0 0 0 0 8350 0 256367 0 0 0 ACACIA ADULT DAY SERVICES MERGER CANDIDATE LICENSING FEES X 17368 17368 0 1 1 17368 DENNIS KUHL BOARD MEMBER OF ORG 0 DENNIS KUHL, IS ON OUR BOD & CHAIRMAN OF ANGELS BASEBALL - AOC HAS A CONTRACT WITH ANGELS BASEBALL, LLP FOR $200K TO PROVIDE ADVERTISING, MARKETING, & PROMOTION OF WALKS AND AOC NIGHT; AND HAVE A WALK AT ANGELS STADIUM. MR. KUHL DID NOT RECEIVE INCOME DIRECTLY FROM AOC; THIS CONTRACT IS WITH ANGELS BASEBALL (NEIL VISERTO, SENIOR DIRECTOR OF CORPORATE SPONSORSHIPS AT ANGELS BASEBALL AND AOC). 0 FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: DAY CARE, ADULT DAY SOCIAL CARE, FACILITY-BASED RESPITE, ETC., AND TO REDUCE THE RISK OF DEMENTIA THROUGH THE PROMOTION OF BRAIN HEALTH. FORM 990, PART VI, SECTION B, LINE 11B DRAFT FOR 6-30-17 IS PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOD/FINANCE COMMITTEE AND ACCEPTED BY EXECUTIVE COMMITTEE/BOD VOTE. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD AND SENIOR STAFF ARE GIVEN A COMPIANCE FORM TO COMPLETE. ONCE RETURNED, IT IS REVIEWED BY THE EXECUTIVE BOARD AND FILED WITH THE MAIN OFFICE - ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 WAGE ADJUSTMENTS/BONUS GOALS ARE PRESENTED TO THE BOARD FOR APPROVAL & INCLUSION IN THE BUDGET FOR THE FISCAL YEAR. THE COMPENSATION COMMITTEE REVIEWS PERFORMANCE AGAINST GOALS, VALIDATES, & RECOMMENDS COMPENSATION TO THE EXECUTIVE COMMITTEE FOR IMPLEMENTATION. FORM 990, PART VI, SECTION C, LINE 18 FORM 1023 AND FORM 990 ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENT ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 11 DRAFT FOR 6-30-17 IS PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOD/FINANCE COMMITTEE AND ACCEPTED BY EXECUTIVE COMMITTEE/BOD VOTE. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD AND SENIOR STAFF ARE GIVEN A COMPLIANCE FORM TO COMPLETE. ONCE RETURNED, IT IS REVIEWED BY THE EXECUTIVE BOARD AND FILED WITH THE MAIN OFFICE - ANNUALLY. FORM 990, PART IX, LINE 11G, OTHER FEES: CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 766,967 MANAGEMENT AND GENERAL EXPENSES 52,293 FUNDRAISING EXPENSES 52,293 TOTAL EXPENSES 871,553 TOTAL OTHER FEES ON FORM 990, PART IX, LINE 11G, COL A 871,553 FORM 990, PART XII, LINE 2C: NO CHANGES IN THE PROCESSES RELATING TO THE BOARD OF DIRECTORS DURING THE FISCAL YEAR. SOCAL SENIOR SERVICES LLC 2515 MCCABE WAY SUITE 200 IRVINE CA 92614 811439041 SOUTH COUNTY ADULT DAY SERVICES IS A LICENSED ADULT DAY CENTER CA 1561821 861889 ALZHEIMER'S ORANGE COUNTY