2013-11-12T10:51:17-06:00 2013-06-30 330155525 HBLA CERTIFIED PUBLIC ACCOUNTANTS INC 19600 FAIRCHILD STE 320 IRVINE CA 92612 990 2012-07-01 953702013 ALZHEIMER'S ASSOCIATION OF ORANGE COUNTY INC ALZH 9499559000 17771 COWAN NO 200 IRVINE CA 92614 JAMES MCALEER 9499559000 2013-11-07 1 EDWARD E BENOE CPA P00032866 9498332815 2012 2016-03-07 17:11:31Z JAMES MCALEER 17771 COWAN NO 200 IRVINE CA 92614 21899047 0 X WWW.ALZ.ORG/OC X 1982 CA SERVICES TO PATIENTS AND FAMILIES 15 15 41 100 0 0 2287496 30118159 103381 96417 58259 78401 165540 -13035052 2614676 17257925 12326 12902 0 0 1440809 1686718 0 0 617633 1350577 1595447 2803712 3295067 -189036 13962858 2340052 26873080 666995 11357311 1673057 15515769 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 1167242 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. 840754 96417 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. 445811 12902 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. 2453807 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 34 0 1 41 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 KATHLEEN SCATTON 9497573716 17771 COWAN SUITE 200 IRVINE CA 92614 KIRSTEN MANGERS 2.00 X 0 0 0 MELVEN BENNER 2.00 X 0 0 0 RICHARD BONADIO 2.00 X 0 0 0 MARY BORG 2.00 X 0 0 0 MARK HALES 2.00 X 0 0 0 ANDREW PHILLIPS 2.00 X 0 0 0 MICHAEL LANCASTER 2.00 X 0 0 0 DAVID MACINNIS 2.00 X 0 0 0 BOAD SWANSON 2.00 X 0 0 0 RICHARD MARR JR 2.00 X 0 0 0 MARLA NOEL 2.00 X 0 0 0 MICHELLE EGERER 2.00 X 0 0 0 KIM CUNNINGHAM 2.00 X 0 0 0 CHRIS DUMA MD 2.00 X 0 0 0 MARTHA SANCHEZ-CANNADY 2.00 X 0 0 0 JAMES MCALEER 40.00 X 193835 0 0 KATHLEEN SCATTON 40.00 X 29431 0 0 223266 0 0 1 0 1 0 0 105505 30012654 6396 30118159 WORKSHOPS/CONFERENCES 624100 96417 96417 96417 70886 70886 4428906 4419987 1404 8919 -1404 7515 7515 233680 105505 219731 13949 13949 SHARED FUNDRAISING - NATIONAL 900099 -13049001 -13049001 -13049001 17257925 96417 0 -12956651 X 12902 12902 263257 184280 26326 52651 1197293 959897 76087 161309 104728 81127 9260 14341 121440 95423 8757 17260 15571 12234 1224 2113 317472 248609 8986 59877 276762 166360 14857 95545 170310 129959 10317 30034 264004 209077 20077 34850 84533 61348 3454 19731 36653 28798 2881 4974 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 24126 3682 17730 2714 3295067 2453807 223627 617633 160575 9914652 5120955 1299043 5561012 185408 156148 36003 20944 271228 143691 55179 127537 603844 5971832 2340052 26873080 666995 11344299 13012 666995 11357311 X 1046270 12487822 626787 3027947 1673057 15515769 2340052 26873080 X 13962858 -120146 6847 -6847 X X 0 1 X 1 0 X 1232489 2480430 2392381 2287496 1593159 9985955 1232489 2480430 2392381 2287496 1593159 9985955 9985955 26964 47378 38000 58259 70886 241487 629508 197939 251953 392081 233680 1705161 11932603 432403 0.83690 0.81140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4344 4344 0 144756 122495 22261 122128 16852 105276 127537 FIRST AMERICAN TRUST 5971832 F 5971832 17144626 -120146 6847 -113299 17257925 0 17257925 3301914 6847 6847 3295067 0 3295067 X X X X X X 1 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 28750 GALA 169425 45000 124425 56672 671 26535 VISIONARY WOMEN 85762 40000 45762 47339 28030 18397 3 83998 20505 63493 34118 817 7152 339185 105505 233680 138129 29518 52084 219731 13949 0 LEGAL VOUCHERS 6 1850 SAFE RETURN 113 7372 URGENT NEEDS/RESPITE 24 3680 X X X 0 0 0 0 0 0 0 0 0 JAMES MCALEER 169835 0 24000 0 0 0 0 0 0 0 193835 0 0 0 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. OTHER FEES 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: DONATED SERVICES EXCLUDED FROM EXPENSES -6,847. AUDIT COMMITTEE FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS DURING THE YEAR. RELATED ORGANIZATIONS 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.