ALZHEIMERS ORANGE COUNTY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ALZHEIMERS ORANGE COUNTY (EIN 95-3702013)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-10
- IRS object ID
- 201443149349302739
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-10T18:38:55-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330155525 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HBLA CERTIFIED PUBLIC ACCOUNTANTS INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19600 FAIRCHILD STE 320 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953702013 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALZHEIMER'S ASSOCIATION OF ORANGE COUNTY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALZH | BusinessNameControlTxt |
| Phone | 9499559000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2515 MCCABE WAY NO 200 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92614 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES MCALEER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 9499559000 | PhoneNum |
| Signature | 2014-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD E BENOE | PreparerPersonNm |
| PTIN | P00032866 | PTIN |
| Phone | 9498332815 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | JAMES MCALEER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2515 MCCABE WAY NO 200 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92614 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,313,984 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALZ.ORG/OC | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SERVICES TO PATIENTS AND FAMILIES | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 46 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $30,118,159 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,381,875 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $96,417 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $116,935 | CYProgramServiceRevenueAmt |
| PY Investment Income | $78,401 | PYInvestmentIncomeAmt |
| CY Investment Income | $387,708 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$13,035,052 | PYOtherRevenueAmt |
| CY Other Revenue | -$1,350,188 | CYOtherRevenueAmt |
| PY Total Revenue | $17,257,925 | PYTotalRevenueAmt |
| CY Total Revenue | $4,536,330 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,902 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $16,495 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,686,718 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,052,611 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $703,576 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,595,447 | PYOtherExpensesAmt |
| CY Other Expenses | $2,014,630 | CYOtherExpensesAmt |
| PY Total Expenses | $3,295,067 | PYTotalExpensesAmt |
| CY Total Expenses | $4,083,736 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $13,962,858 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $452,594 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,873,080 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,143,891 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,357,311 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,578,276 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,515,769 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,565,615 | NetAssetsOrFundBalancesEOYAmt |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,617,799 | ExpenseAmt |
| Grant | $10,995 | GrantAmt |
| Desc | FAMILY EDUCATION- SERVICES FOR INDIVIDUALS EXPERIENCING MEMORY LOSS AND THEIR FAMILIES. 1.) HELPLINE 24/7: TELEPHONE SUPPORT, INFORMATION, EDUCATION, EMOTIONAL SUPPORT & RESOURCE REFERRALS; 2.) CONSULTATION: FAMILY CONFERENCE, CARE PLANNING & LINKAGE TO COMMUNITY SERVICES AND SUPPORT GROUPS IN ENGLISH, SPANISH, VIETNAMESE & KOREAN; 3.) EDUCATION ABOUT THE DISEASE, CAREGIVING AND RESEARCH; 4.) MEMORIES IN THE MAKING PROGRAM; MEDIC ALERT & SAFE RETURN; & TRIAL MATCH. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $760,696 | ExpenseAmt |
| Grant | $5,500 | GrantAmt |
| Revenue | $116,935 | RevenueAmt |
| Desc | PROFESSIONAL EDUCATION: EDUCATION FOR THE COMMUNITY CAREGIVERS & PROFESSIONALS ON TOPICS TO INCLUDE: MEMORY LOSS, HEALTHY AGING; COMMUNICATIONS & BEHAVIORS, CARE OPTIONS, LEGAL & FINANCIAL; ACTIVITY-BASED ALZHEIMER'S CARE & RESEARCH UPDATES. CEU'S AVAILABLE TO PROFESSIONALS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $672,566 | ExpenseAmt |
| Desc | OUTREACH & ADVOCACY: INCREASE PUBLIC AWARENESS OF THE DISEASE AND ADVOCATE FOR IMPROVED PUBLIC POLICY. THE ALZHEIMER'S ASSOCIATION IS THE LEADING VOICE FOR ALZHEIMER'S DISEASE ADVOCACY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,051,061 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 46 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHLEEN SCATTON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9497573716 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2515 MCCABE WAY 200 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92614 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| KIRSTEN MANGERS | ||||||
| BOARD PAST CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MELVEN BENNER | ||||||
| BOARD MEMBER AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TONY ALLEN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARY BORG | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARK HALES | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW PHILLIPS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL LANCASTER | ||||||
| BOARD SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID MACINNIS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS KUHL | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD MARR JR | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID PLOURDE | ||||||
| BOARD TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELLE EGERER | ||||||
| BOARD CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KIM CUNNINGHAM | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS DUMA MD | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARTHA SANCHEZ-CANNADY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JANE TERRY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES KELLERMAN MD CMD | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES MCALEER | ||||||
| PRESIDENT/CEO | 40.00 | $203,597 | $0 | $6,666 | Yes (X) | |
| KATHLEEN SCATTON | ||||||
| CFO | 40.00 | $72,000 | $0 | $2,500 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $275,597 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $9,166 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $228,150 | FundraisingAmt |
| All Other Contributions | $5,153,725 | AllOtherContributionsAmt |
| Noncash Contributions | $31,855 | NoncashContributionsAmt |
| Total Contributions | $5,381,875 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WORKSHOPS/CONFERENCES | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $116,935 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $116,935 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $116,935 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $194,472 | TotalRevenueColumnAmt |
| Exclusion | $194,472 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,749,712 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,556,320 | SecuritiesAmt |
| Other | $156 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $193,392 | SecuritiesAmt |
| Other | -$156 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $193,236 | TotalRevenueColumnAmt |
| Exclusion | $193,236 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $213,970 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $228,150 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $221,178 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,208 | TotalRevenueColumnAmt |
| Exclusion | -$7,208 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SHARED FUNDRAISING - NATIONAL | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | -$1,342,980 | TotalRevenueColumnAmt |
| Exclusion | -$1,342,980 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$1,342,980 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,536,330 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $116,935 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$962,480 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,495 | TotalAmt |
| Program Services | $16,495 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,646 | TotalAmt |
| Program Services | $195,052 | ProgramServicesAmt |
| Management And General | $27,865 | ManagementAndGeneralAmt |
| Fundraising | $55,729 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,488,758 | TotalAmt |
| Program Services | $1,176,768 | ProgramServicesAmt |
| Management And General | $90,153 | ManagementAndGeneralAmt |
| Fundraising | $221,837 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,862 | TotalAmt |
| Program Services | $106,227 | ProgramServicesAmt |
| Management And General | $9,035 | ManagementAndGeneralAmt |
| Fundraising | $21,600 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,345 | TotalAmt |
| Program Services | $115,401 | ProgramServicesAmt |
| Management And General | $9,820 | ManagementAndGeneralAmt |
| Fundraising | $23,124 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,500 | TotalAmt |
| Program Services | $12,692 | ProgramServicesAmt |
| Management And General | $1,135 | ManagementAndGeneralAmt |
| Fundraising | $2,673 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430,902 | TotalAmt |
| Program Services | $304,580 | ProgramServicesAmt |
| Management And General | $24,276 | ManagementAndGeneralAmt |
| Fundraising | $102,046 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $510,755 | TotalAmt |
| Program Services | $371,743 | ProgramServicesAmt |
| Management And General | $32,199 | ManagementAndGeneralAmt |
| Fundraising | $106,813 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,804 | TotalAmt |
| Program Services | $132,773 | ProgramServicesAmt |
| Management And General | $10,225 | ManagementAndGeneralAmt |
| Fundraising | $34,806 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,914 | TotalAmt |
| Program Services | $289,108 | ProgramServicesAmt |
| Management And General | $31,534 | ManagementAndGeneralAmt |
| Fundraising | $60,272 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,425 | TotalAmt |
| Program Services | $83,927 | ProgramServicesAmt |
| Management And General | $4,494 | ManagementAndGeneralAmt |
| Fundraising | $21,004 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,520 | TotalAmt |
| Program Services | $19,630 | ProgramServicesAmt |
| Management And General | $1,756 | ManagementAndGeneralAmt |
| Fundraising | $4,134 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DIRECT PROGRAM EXPENSES | $232,756 | $178,965 | $16,007 | $37,784 |
| BANK FEES | $77,383 | $20,267 | $53,731 | $3,385 |
| DUES AND SUBSCRIPTIONS | $34,014 | $27,433 | $1,962 | $4,619 |
| BAD DEBT | $14,907 | $0 | $14,907 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,750 | TotalAmt |
| Fundraising | $3,750 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,083,736 | TotalAmt |
| Program Services | $3,051,061 | ProgramServicesAmt |
| Management And General | $329,099 | ManagementAndGeneralAmt |
| Fundraising | $703,576 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,914,652 | BOYAmt |
| EOY | $1,000,479 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,120,955 | BOYAmt |
| EOY | $93,463 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,561,012 | BOYAmt |
| EOY | $2,970,658 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,148 | BOYAmt |
| EOY | $174,508 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,944 | BOYAmt |
| EOY | $143,320 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,336,621 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $164,506 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,537 | BOYAmt |
| EOY | $7,172,115 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,971,832 | BOYAmt |
| EOY | $7,589,348 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,873,080 | BOYAmt |
| EOY | $19,143,891 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,344,299 | BOYAmt |
| EOY | $2,578,276 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,012 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,357,311 | BOYAmt |
| EOY | $2,578,276 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,487,822 | BOYAmt |
| EOY | $13,623,424 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,027,947 | BOYAmt |
| EOY | $2,942,191 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,515,769 | BOYAmt |
| EOY | $16,565,615 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,873,080 | BOYAmt |
| EOY | $19,143,891 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $452,594 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $597,252 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $34,239 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | -$34,239 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,480,430 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,392,381 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,287,496 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,593,159 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,381,875 | CurrentTaxYearAmt |
| Total | $14,135,341 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,480,430 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,392,381 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,287,496 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,593,159 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,381,875 | CurrentTaxYearAmt |
| Total | $14,135,341 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $991,642 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,143,699 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,378 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $58,259 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $70,886 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $194,472 | CurrentTaxYearAmt |
| Total | $408,995 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $197,939 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $251,953 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $392,081 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $233,680 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $213,970 | CurrentTaxYearAmt |
| Total | $1,289,623 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,833,959 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $483,553 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.83010 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83690 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,622,000 | OtherCostOrOtherBasisAmt |
| Book Value | $2,622,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,508,757 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,344 | DepreciationAmt |
| Book Value | $2,504,413 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $176,945 | OtherCostOrOtherBasisAmt |
| Depreciation | $144,144 | DepreciationAmt |
| Book Value | $32,801 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,028,919 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,018 | DepreciationAmt |
| Book Value | $2,012,901 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,172,115 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FIRST AMERICAN TRUST | $5,073,607 | F |
| FARMERS & MERCHANT TRUST COMPANY | $2,515,741 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,589,348 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $5,167,977 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $597,252 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $34,239 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $631,491 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,536,486 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$156 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$156 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,536,330 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,118,131 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $34,239 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $156 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $34,395 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,083,736 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,083,736 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF FIXED ASSETS INCLUDED IN REVENUES ON 990 -156. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF FIXED ASSETS INCLUDED IN REVENUES ON 990 156. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1Amt |
| Gross Receipts Event1 | $298,125 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $156,694 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $141,431 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $71,914 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $20,916 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $46,620 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | VISIONARY WOMEN/REASON TO HOPE | NameOfEvent2Amt |
| Gross Receipts Event2 | $133,923 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $71,456 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $62,467 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $40,488 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $15,600 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $25,640 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $10,072 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $10,072 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $442,120 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $228,150 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $213,970 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $112,402 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $36,516 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $72,260 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $221,178 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$7,208 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| LEGAL VOUCHERS | 3 | $750 |
| SAFE RETURN | 95 | $6,751 |
| URGENT NEEDS/RESPITE | 17 | $3,494 |
| YOUNG SCIENTIST SCHOLARSHIPS | 7 | $5,500 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES MCALEER | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $176,097 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $27,500 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $6,666 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $210,263 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNIS KUHL | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD MEMBER OF ORGANIZATION AND CHAIRMAN OF ANGELS BASEBALL | RelationshipDescriptionTxt |
| Transaction | DENNIS KUHL, IS ON OUR BOD & CHAIRMAN OF ANGELS BASEBALL- AAOC HAS A 1 YEAR CONTRACT WITH ANGELS BASEBALL, LLP FOR $150K PER YEAR TO FEATURE WALKS; SPONSOR SPANISH RADIO ANNOUNCEMENTS; AAOC SET UP A 'CONCOURSE TABLE' ON GAME DAYS; PARTICIPATE IN 'GO PURPLE WEEK"; AND HAVE A WALK AT ANGELS STADIUM. DENNIS DID NOT RECEIVE INCOME DIRECTLY FROM AAOC; THIS CONTRACT IS WITH ANGELS BASEBALL (NEIL VISERTO, SENIOR DIRECTOR OF CORPORATE SPONSORSHIPS AT ANGELS BASEBALL AND AAOC). | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | FIXED ASSET | 1 | $21,743 | FAIR MARKET VALUE |
| Yes (X) | FURNITURE AND | 1 | $6,362 | FAIR MARKET VALUE |
| Yes (X) | PROMOTIONAL P | 1 | $3,000 | FAIR MARKET VALUE |
| Yes (X) | WATER | 1 | $750 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | DRAFT FOR 6-30-14 IS SCHEDULED TO BE PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOD/FINANCE COMMITTEE AND TO BE 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 VI, SECTION B, LINE 15 | AAOC USES: 1) COMPENSATION REVIEW COMMITTEE, 2) COMPARABILITY DATA FOR ORANGE COUNTY, 3) SALARY SURVEYS. COMPENSATION IS VALIDATED AND APPROVED BY THE EXECUTIVE COMMITTEE AND THE FULL BOARD OF DIRECTORS. 4) AAOC NATIONAL STAFF PARTICIPATES IN THE REVIEW. ADDITIONALLY, THE ORGANIZATION REVIEWED ALL THE STAFF POSITIONS WITH COMPARABLE DATA. EACH POSITION AND RATE RANGE WAS REVIEWED BY AN INDEPENDENT CONSULTANT. |
| 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 FINANCIAL STATEMENT ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 304,580. MANAGEMENT AND GENERAL EXPENSES 24,276. FUNDRAISING EXPENSES 102,046. TOTAL EXPENSES 430,902. |
| FORM 990, PART IX, LINE 24E | DONATIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 3,750. TOTAL EXPENSES 3,750. |
| FORM 990, PART XI, LINE 9: | DONATED SERVICES EXCLUDED FROM EXPENSES -34,239. |
| FORM 990, PART XII, LINE 2C: | THE AUDIT COMMITTEE HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS DURING THE YEAR. |
| FORM 990, PART VIII, LINE 1D | RELATED ORGANIZATIONS: ALZHEIMER'S AND NATIONAL HAVE ENTERED INTO A SHARED FUNDRAISING AGREEMENT (THE AGREEMENT). THE INTENT OF THE AGREEMENT IS TO COORDINATE AND UNIFY THEIR FUNDRAISING EFFORTS IN ORANGE COUNTY. AS A RESULT, THE PARTIES WILL SHARE CERTAIN REVENUES THAT EACH GENERATES, IN ACCORDANCE WITH THE TERMS OF THE AGREEMENT. THE ORGANIZATION MADE NET PAYMENTS TO NATIONAL OF $1,342,980 AND $13,049,001 FOR THE YEARS ENDED JUNE 30, 2014 AND 2013, RESPECTIVELY. |