2014-11-10T18:38:55-06:00 2014-06-30 330155525 HBLA CERTIFIED PUBLIC ACCOUNTANTS INC 19600 FAIRCHILD STE 320 IRVINE CA 92612 990 2013-07-01 953702013 ALZHEIMER'S ASSOCIATION OF ORANGE COUNTY INC ALZH 9499559000 2515 MCCABE WAY NO 200 IRVINE CA 92614 JAMES MCALEER CEO 9499559000 2014-11-04 1 EDWARD E BENOE P00032866 9498332815 2013 2015-11-30 17:44:51Z X JAMES MCALEER 2515 MCCABE WAY NO 200 IRVINE CA 92614 10313984 0 X WWW.ALZ.ORG/OC X 1982 CA SERVICES TO PATIENTS AND FAMILIES 17 17 46 100 0 0 30118159 5381875 96417 116935 78401 387708 -13035052 -1350188 17257925 4536330 12902 16495 0 0 1686718 2052611 0 0 703576 1595447 2014630 3295067 4083736 13962858 452594 26873080 19143891 11357311 2578276 15515769 16565615 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. 0 0 1617799 10995 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. 760696 5500 116935 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. 672566 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. 3051061 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 23 0 1 46 1 0 0 0 0 0 1 1 0 0 0 1 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X KATHLEEN SCATTON 9497573716 2515 MCCABE WAY 200 IRVINE CA 92614 KIRSTEN MANGERS BOARD PAST CHAIR 2.00 X 0 0 0 MELVEN BENNER BOARD MEMBER AT LARGE 2.00 X 0 0 0 TONY ALLEN BOARD MEMBER 2.00 X 0 0 0 MARY BORG BOARD MEMBER 2.00 X 0 0 0 MARK HALES BOARD MEMBER 2.00 X 0 0 0 ANDREW PHILLIPS BOARD MEMBER 2.00 X 0 0 0 MICHAEL LANCASTER BOARD SECRETARY 2.00 X 0 0 0 DAVID MACINNIS BOARD MEMBER 2.00 X 0 0 0 DENNIS KUHL BOARD MEMBER 2.00 X 0 0 0 RICHARD MARR JR BOARD MEMBER 2.00 X 0 0 0 DAVID PLOURDE BOARD TREASURER 2.00 X 0 0 0 MICHELLE EGERER BOARD CHAIR 2.00 X 0 0 0 KIM CUNNINGHAM BOARD MEMBER 2.00 X 0 0 0 CHRIS DUMA MD BOARD MEMBER 2.00 X 0 0 0 MARTHA SANCHEZ-CANNADY BOARD MEMBER 2.00 X 0 0 0 JANE TERRY BOARD MEMBER 2.00 X 0 0 0 CHARLES KELLERMAN MD CMD BOARD MEMBER 2.00 X 0 0 0 JAMES MCALEER PRESIDENT/CEO 40.00 X 203597 0 6666 KATHLEEN SCATTON CFO 40.00 X 72000 0 2500 275597 0 9166 1 0 1 0 0 228150 5153725 31855 5381875 WORKSHOPS/CONFERENCES 624100 116935 116935 116935 194472 194472 5749712 5556320 156 193392 -156 193236 193236 213970 228150 221178 -7208 -7208 SHARED FUNDRAISING - NATIONAL 900099 -1342980 -1342980 -1342980 4536330 116935 0 -962480 X 16495 16495 278646 195052 27865 55729 1488758 1176768 90153 221837 136862 106227 9035 21600 148345 115401 9820 23124 16500 12692 1135 2673 430902 304580 24276 102046 510755 371743 32199 106813 177804 132773 10225 34806 380914 289108 31534 60272 109425 83927 4494 21004 25520 19630 1756 4134 DIRECT PROGRAM EXPENSES 232756 178965 16007 37784 BANK FEES 77383 20267 53731 3385 DUES AND SUBSCRIPTIONS 34014 27433 1962 4619 BAD DEBT 14907 0 14907 0 3750 3750 4083736 3051061 329099 703576 9914652 1000479 5120955 93463 5561012 2970658 156148 174508 20944 143320 7336621 164506 127537 7172115 5971832 7589348 26873080 19143891 11344299 2578276 13012 11357311 2578276 X 12487822 13623424 3027947 2942191 15515769 16565615 26873080 19143891 X 452594 597252 34239 -34239 X X 0 1 X 1 0 X 2480430 2392381 2287496 1593159 5381875 14135341 2480430 2392381 2287496 1593159 5381875 14135341 991642 13143699 47378 38000 58259 70886 194472 408995 197939 251953 392081 233680 213970 1289623 15833959 483553 0.83010 0.83690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2622000 2622000 2508757 4344 2504413 176945 144144 32801 2028919 16018 2012901 7172115 FIRST AMERICAN TRUST 5073607 F FARMERS & MERCHANT TRUST COMPANY 2515741 F 7589348 5167977 597252 34239 631491 4536486 -156 -156 4536330 4118131 34239 156 34395 4083736 0 4083736 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. GALA 298125 156694 141431 71914 20916 46620 VISIONARY WOMEN/REASON TO HOPE 133923 71456 62467 40488 15600 25640 1 10072 10072 442120 228150 213970 112402 36516 72260 221178 -7208 0 LEGAL VOUCHERS 3 750 SAFE RETURN 95 6751 URGENT NEEDS/RESPITE 17 3494 YOUNG SCIENTIST SCHOLARSHIPS 7 5500 X X X 0 0 0 0 0 0 0 0 0 JAMES MCALEER PRESIDENT/CEO 176097 0 27500 0 0 0 0 0 6666 0 210263 0 0 0 DENNIS KUHL BOARD MEMBER OF ORGANIZATION AND CHAIRMAN OF ANGELS BASEBALL 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). 0 X FIXED ASSET 1 21743 FAIR MARKET VALUE X FURNITURE AND 1 6362 FAIR MARKET VALUE X PROMOTIONAL P 1 3000 FAIR MARKET VALUE X WATER 1 750 FAIR MARKET VALUE 0 0 0 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.