ALZHEIMERS ORANGE COUNTY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ALZHEIMERS ORANGE COUNTY (EIN 95-3702013)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-12
- IRS object ID
- 201343169349303524
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-12T10:51:17-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330155525 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HBLA CERTIFIED PUBLIC ACCOUNTANTS INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953702013 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALZHEIMER'S ASSOCIATION OF ORANGE COUNTY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALZH | NameControl |
| Phone | 9499559000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17771 COWAN NO 200 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92614 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES MCALEER | Name |
| Title | CEO | Title |
| Phone | 9499559000 | Phone |
| Date Signed | 2013-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD E BENOE CPA | Name |
| PTIN | P00032866 | PTIN |
| Phone | 9498332815 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES MCALEER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17771 COWAN NO 200 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92614 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 21899047 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ALZ.ORG/OC | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1982 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | SERVICES TO PATIENTS AND FAMILIES | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 41 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2287496 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 30118159 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 103381 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 96417 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 58259 | InvestmentIncomePriorYear |
| Investment Income Current Year | 78401 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 165540 | OtherRevenuePriorYear |
| Other Revenue Current Year | -13035052 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2614676 | TotalRevenuePriorYear |
| Total Revenue Current Year | 17257925 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 12326 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 12902 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1440809 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1686718 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 617633 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1350577 | OtherExpensePriorYear |
| Other Expenses Current Year | 1595447 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2803712 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3295067 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -189036 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 13962858 | RevenuesLessExpensesCY |
| Total Assets BOY | 2340052 | TotalAssetsBOY |
| Total Assets EOY | 26873080 | TotalAssetsEOY |
| Total Liabilities BOY | 666995 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11357311 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1673057 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 15515769 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1167242 | Expense |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 840754 | Expense |
| Revenue | 96417 | Revenue |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 445811 | Expense |
| Grants | 12902 | Grants |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 2453807 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 34 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 41 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHLEEN SCATTON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9497573716 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17771 COWAN SUITE 200 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92614 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| KIRSTEN MANGERS | ||||||
| PRESIDENT | 2.00 | X | 0 | 0 | 0 | |
| MELVEN BENNER | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| RICHARD BONADIO | ||||||
| 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 | ||||||
| SECRETARY OF THE BOARD | 2.00 | X | 0 | 0 | 0 | |
| DAVID MACINNIS | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| BOAD SWANSON | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| RICHARD MARR JR | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| MARLA NOEL | ||||||
| BOARD TREASURER | 2.00 | X | 0 | 0 | 0 | |
| MICHELLE EGERER | ||||||
| BOARD MEMBER | 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 | |
| JAMES MCALEER | ||||||
| CEO | 40.00 | 193835 | 0 | 0 | X | |
| KATHLEEN SCATTON | ||||||
| CFO | 40.00 | 29431 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 223266 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 105505 | FundraisingEvents |
| All Other Contributions | 30012654 | AllOtherContributions |
| Noncash Contributions | 6396 | NoncashContributions |
| Total Contributions | 30118159 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | WORKSHOPS/CONFERENCES | Description |
| Business Code | 624100 | BusinessCode |
| Total Revenue Column | 96417 | TotalRevenueColumn |
| Related Or Exempt Function Income | 96417 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 96417 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 70886 | TotalRevenueColumn |
| Exclusion | $70,886 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4428906 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4419987 | Securities |
| Other | 1404 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8919 | Securities |
| Other | -1404 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7515 | TotalRevenueColumn |
| Exclusion | $7,515 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 233680 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 105505 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 219731 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13949 | TotalRevenueColumn |
| Exclusion | $13,949 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SHARED FUNDRAISING - NATIONAL | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | -13049001 | TotalRevenueColumn |
| Exclusion | -$13,049,001 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -13049001 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17257925 | TotalRevenueColumn |
| Related Or Exempt Function Income | 96417 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$12,956,651 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12902 | Total |
| Program Services | 12902 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 263257 | Total |
| Program Services | 184280 | ProgramServices |
| Management And General | 26326 | ManagementAndGeneral |
| Fundraising | 52651 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1197293 | Total |
| Program Services | 959897 | ProgramServices |
| Management And General | 76087 | ManagementAndGeneral |
| Fundraising | 161309 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104728 | Total |
| Program Services | 81127 | ProgramServices |
| Management And General | 9260 | ManagementAndGeneral |
| Fundraising | 14341 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121440 | Total |
| Program Services | 95423 | ProgramServices |
| Management And General | 8757 | ManagementAndGeneral |
| Fundraising | 17260 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15571 | Total |
| Program Services | 12234 | ProgramServices |
| Management And General | 1224 | ManagementAndGeneral |
| Fundraising | 2113 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 317472 | Total |
| Program Services | 248609 | ProgramServices |
| Management And General | 8986 | ManagementAndGeneral |
| Fundraising | 59877 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 276762 | Total |
| Program Services | 166360 | ProgramServices |
| Management And General | 14857 | ManagementAndGeneral |
| Fundraising | 95545 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170310 | Total |
| Program Services | 129959 | ProgramServices |
| Management And General | 10317 | ManagementAndGeneral |
| Fundraising | 30034 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 264004 | Total |
| Program Services | 209077 | ProgramServices |
| Management And General | 20077 | ManagementAndGeneral |
| Fundraising | 34850 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84533 | Total |
| Program Services | 61348 | ProgramServices |
| Management And General | 3454 | ManagementAndGeneral |
| Fundraising | 19731 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36653 | Total |
| Program Services | 28798 | ProgramServices |
| Management And General | 2881 | ManagementAndGeneral |
| Fundraising | 4974 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DIRECT PROGRAM EXPENSES | 253637 | 200484 | 18419 | 34734 |
| SPECIAL EVENT INDIRECT | 77955 | 0 | 0 | 77955 |
| BANK FEES | 41746 | 32570 | 3190 | 5986 |
| DUES AND SUBSCRIPTIONS | 32678 | 27057 | 2062 | 3559 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24126 | Total |
| Program Services | 3682 | ProgramServices |
| Management And General | 17730 | ManagementAndGeneral |
| Fundraising | 2714 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3295067 | Total |
| Program Services | 2453807 | ProgramServices |
| Management And General | 223627 | ManagementAndGeneral |
| Fundraising | 617633 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 160575 | BOY |
| EOY | 9914652 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 5120955 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1299043 | BOY |
| EOY | 5561012 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 185408 | BOY |
| EOY | 156148 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36003 | BOY |
| EOY | 20944 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 271228 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 143691 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55179 | BOY |
| EOY | 127537 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 603844 | BOY |
| EOY | 5971832 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2340052 | BOY |
| EOY | 26873080 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 666995 | BOY |
| EOY | 11344299 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 13012 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 666995 | BOY |
| EOY | 11357311 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1046270 | BOY |
| EOY | 12487822 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 626787 | BOY |
| EOY | 3027947 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1673057 | BOY |
| EOY | 15515769 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2340052 | BOY |
| EOY | 26873080 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 13962858 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -120146 | ReconciliationUnrealizedInvest |
| Reconcilation Donated Services | 6847 | ReconcilationDonatedServices |
| Reconcilation Other Changes | -6847 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1232489 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2480430 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2392381 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2287496 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1593159 | CurrentTaxYear |
| Total | 9985955 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1232489 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2480430 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2392381 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2287496 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1593159 | CurrentTaxYear |
| Total | 9985955 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 9985955 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 26964 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 47378 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 38000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 58259 | CurrentTaxYearMinus1Year |
| Current Tax Year | 70886 | CurrentTaxYear |
| Total | 241487 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 629508 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 197939 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 251953 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 392081 | CurrentTaxYearMinus1Year |
| Current Tax Year | 233680 | CurrentTaxYear |
| Total | 1705161 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 11932603 | TotalSupport |
| Gross Receipts From Admissions Etc | 432403 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.83690 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.81140 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4344 | OtherCostOrOtherBasis |
| Depreciation | 4344 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 144756 | OtherCostOrOtherBasis |
| Depreciation | 122495 | Depreciation |
| Book Value | 22261 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 122128 | OtherCostOrOtherBasis |
| Depreciation | 16852 | Depreciation |
| Book Value | 105276 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 127537 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FIRST AMERICAN TRUST | Description |
| Book Value | 5971832 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 5971832 | TotalOfBookValueProgramRelated |
| Tot Revenue Etc Audited Fincl Stmt | 17144626 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -120146 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 6847 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | -113299 | RevenueNotRptdF990 |
| Revenue Subtotal | 17257925 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 17257925 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3301914 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 6847 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 6847 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3295067 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3295067 | TotalExpensesPerForm990 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| CAREY & ASSOCIATES | ||||||||
| 2828 LADOGA | LONG BEACH | CA | 90815 | GRANT WRITING | 0 | 0 | 3400 | 0 |
| THE OLING GROUP | ||||||||
| 1505 E 17TH STREET 101 | SANTA ANA | CA | 92705 | GRANT WRITING | 0 | 0 | 25350 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 28750 | TotalRetainedByContractors |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 169425 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 45000 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 124425 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 56672 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 671 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 26535 | OtherDirectExpensesEvent1 |
| Name Of Event2 | VISIONARY WOMEN | NameOfEvent2 |
| Gross Receipts Event2 | 85762 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 40000 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 45762 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 47339 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 28030 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 18397 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 83998 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 20505 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 63493 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 34118 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 817 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 7152 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 339185 | GrossReceiptsTotal |
| Charitable Contributions Total | 105505 | CharitableContributionsTotal |
| Gross Revenue Total Events | 233680 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 138129 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 29518 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 52084 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 219731 | DirectExpenseSummaryEvents |
| Net Income Summary | 13949 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| LEGAL VOUCHERS | 6 | 1850 |
| SAFE RETURN | 113 | 7372 |
| URGENT NEEDS/RESPITE | 24 | 3680 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JAMES MCALEER | NamePerson |
| Title | CEO | Title |
| Base Compensation Filing Org | 169835 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 24000 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 193835 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | DRAFT FOR 6-30-13 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. 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 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 248,609. MANAGEMENT AND GENERAL EXPENSES 8,986. FUNDRAISING EXPENSES 59,877. TOTAL EXPENSES 317,472. | OTHER FEES |
| FORM 990, PART XI, LINE 9: | DONATED SERVICES EXCLUDED FROM EXPENSES -6,847. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE AUDIT COMMITTEE HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS DURING THE YEAR. | AUDIT COMMITTEE |
| FORM 990, PART VIII, LINE 1D | 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 $13,049,001 AND $246,063 FOR THE YEARS ENDED JUNE 30, 2013 AND 2012, RESPECTIVELY. | RELATED ORGANIZATIONS |