ALZHEIMERS ORANGE COUNTY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ALZHEIMERS ORANGE COUNTY (EIN 95-3702013)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-10-30
- IRS object ID
- 201223049349300827
- Schema version
- 2011v1.2
- 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 | 2012-10-30T18:33:57-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | 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 | 2011-07-01 | 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 | KIRSTEN MANGERS | Name |
| Title | CEO | Title |
| Phone | 9499559000 | Phone |
| Date Signed | 2012-10-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD E BENOE | Name |
| PTIN | P00032866 | PTIN |
| Phone | 9498332815 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | 2841217 | 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 | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 33 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2374916 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2287496 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 103215 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 103381 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 38000 | InvestmentIncomePriorYear |
| Investment Income Current Year | 58259 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 148693 | OtherRevenuePriorYear |
| Other Revenue Current Year | 165540 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2664824 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2614676 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 19613 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 12326 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1393193 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1440809 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 414342 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1005993 | OtherExpensePriorYear |
| Other Expenses Current Year | 1350577 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2418799 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2803712 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 246025 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -189036 | RevenuesLessExpensesCY |
| Total Assets BOY | 2939040 | TotalAssetsBOY |
| Total Assets EOY | 2340052 | TotalAssetsEOY |
| Total Liabilities BOY | 1076947 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 666995 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1862093 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1673057 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| 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 | 849656 | Expense |
| Revenue | 243779 | Revenue |
| 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 851126 | Expense |
| Revenue | 87003 | 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 | 179715 | Expense |
| Revenue | 71573 | Revenue |
| Description | 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 |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 203221 | Expense |
| Grants | 12326 | Grants |
| Revenue | 64489 | Revenue |
| Description | OTHER: MEMORIES IN THE MAKING PROGRAM; MEDIC ALERT & SAFE RETURN SERVICES; TRIAL MATCH; INTERFAITH PROGRAMS; COMMUNICATIONS AND GENERAL PUBLIC EDUCATION & INFORMATION ABOUT ALZHEIMER'S DISEASE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 203221 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 12326 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 64489 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 2083718 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 29 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 0 | ComplianceWithBackupWitholding |
| Number Of Employees | 33 | 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 | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | 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 (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| KIRSTEN MANGERS | ||||||
| CHAIRMAN OF THE BOARD | 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 | |
| BEVERLY REDFERN | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| RICHARD MARR JR | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| MARLA NOEL | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| MARTY FURMAN | ||||||
| BOARD TREASURER | 2.00 | X | 0 | 0 | 0 | |
| MICHELLE EGERER | ||||||
| VICE CHAIRMAN OF THE BOARD | 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 | |
| MARCHA SANCHEZ-CANNADY | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| JAMES MCALEER | ||||||
| CEO | 40.00 | 188785 | 0 | 0 | X | |
| CARA CESHKOVSKY | ||||||
| DIRECTOR OF FINANCE | 40.00 | 49364 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 238149 | 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 | 914340 | FundraisingEvents |
| Related Organizations | -246063 | RelatedOrganizations |
| All Other Contributions | 1619219 | AllOtherContributions |
| Noncash Contributions | 20745 | NoncashContributions |
| Total Contributions | 2287496 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | WORKSHOPS/CONFERENCES | Description |
| Business Code | 624100 | BusinessCode |
| Total Revenue Column | 103381 | TotalRevenueColumn |
| Related Or Exempt Function Income | 103381 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 103381 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 58259 | TotalRevenueColumn |
| Exclusion | $58,259 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 392081 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 914340 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 226541 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 165540 | TotalRevenueColumn |
| Exclusion | $165,540 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2614676 | TotalRevenueColumn |
| Related Or Exempt Function Income | 103381 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $223,799 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12326 | Total |
| Program Services | 12326 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 238149 | Total |
| Program Services | 166704 | ProgramServices |
| Management And General | 23815 | ManagementAndGeneral |
| Fundraising | 47630 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 998035 | Total |
| Program Services | 821822 | ProgramServices |
| Management And General | 59427 | ManagementAndGeneral |
| Fundraising | 116786 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108046 | Total |
| Program Services | 89646 | ProgramServices |
| Management And General | 4727 | ManagementAndGeneral |
| Fundraising | 13673 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96579 | Total |
| Program Services | 75134 | ProgramServices |
| Management And General | 6909 | ManagementAndGeneral |
| Fundraising | 14536 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1283 | Total |
| Program Services | 1005 | ProgramServices |
| Management And General | 90 | ManagementAndGeneral |
| Fundraising | 188 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 332635 | Total |
| Program Services | 240927 | ProgramServices |
| Management And General | 44970 | ManagementAndGeneral |
| Fundraising | 46738 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106712 | Total |
| Program Services | 85615 | ProgramServices |
| Management And General | 6130 | ManagementAndGeneral |
| Fundraising | 14967 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126103 | Total |
| Program Services | 97882 | ProgramServices |
| Management And General | 8429 | ManagementAndGeneral |
| Fundraising | 19792 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 231621 | Total |
| Program Services | 182406 | ProgramServices |
| Management And General | 15967 | ManagementAndGeneral |
| Fundraising | 33248 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76385 | Total |
| Program Services | 38628 | ProgramServices |
| Management And General | 18813 | ManagementAndGeneral |
| Fundraising | 18944 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35891 | Total |
| Program Services | 28261 | ProgramServices |
| Management And General | 2469 | ManagementAndGeneral |
| Fundraising | 5161 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DIRECT PROGRAM EXPENSES | 242177 | 191902 | 17630 | 32645 |
| BAD DEBT | 89957 | 89957 | ||
| SPECIAL EVENT INDIRECT | 40341 | 40341 | ||
| DUES AND SUBSCRIPTIONS | 23514 | 18515 | 1618 | 3381 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43958 | Total |
| Program Services | 32945 | ProgramServices |
| Management And General | 4701 | ManagementAndGeneral |
| Fundraising | 6312 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2803712 | Total |
| Program Services | 2083718 | ProgramServices |
| Management And General | 305652 | ManagementAndGeneral |
| Fundraising | 414342 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122282 | BOY |
| EOY | 141938 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1042581 | BOY |
| EOY | 1299043 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77498 | BOY |
| EOY | 185408 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49760 | BOY |
| EOY | 36003 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 170749 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 115570 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81438 | BOY |
| EOY | 55179 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1565481 | BOY |
| EOY | 622481 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2939040 | BOY |
| EOY | 2340052 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1076947 | BOY |
| EOY | 666995 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1076947 | BOY |
| EOY | 666995 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1277456 | BOY |
| EOY | 1046270 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 584637 | BOY |
| EOY | 626787 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1862093 | BOY |
| EOY | 1673057 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2939040 | BOY |
| EOY | 2340052 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -189036 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 984362 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1232489 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2399823 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2337156 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2239574 | CurrentTaxYear |
| Total | 9193404 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 984362 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1232489 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2399823 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2337156 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2239574 | CurrentTaxYear |
| Total | 9193404 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 9193404 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -12236 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 26964 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 47378 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 38000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 58259 | CurrentTaxYear |
| Total | 158365 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 702820 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 587697 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 217753 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 148693 | CurrentTaxYearMinus1Year |
| Current Tax Year | 322067 | CurrentTaxYear |
| Total | 1979030 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 11330799 | TotalSupport |
| Public Support Pertcentage170 | 0.81140 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.75150 | 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
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 170749 | InvestmentCostOrOtherBasis |
| Depreciation | 115570 | Depreciation |
| Book Value | 55179 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 55179 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FIRST AMERICAN TRUST | Description |
| Book Value | 622481 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 622481 | TotalOfBookValueProgramRelated |
| Total Revenue | 2614676 | TotalRevenue |
| Total Expenses | 2803712 | TotalExpenses |
| Excess Or Deficit For Year | -189036 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -189036 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2634558 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 19882 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 19882 | RevenueNotRptdF990 |
| Revenue Subtotal | 2614676 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2614676 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2823594 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 19882 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 19882 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2803712 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2803712 | TotalExpensesPerForm990 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | 0 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCESS MARKETING | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2430 BROADWAY 200 | AddressLine1 |
| City | BOULDER | City |
| State | CO | State |
| ZIP Code | 80304 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | MARKETING | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 150065 | GrossReceipts |
| Amount Retained By Contractor | 60000 | AmountRetainedByContractor |
| Net To Organization | 90065 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 150065 | TotalGrossReceipts |
| Total Retained By Contractors | 60000 | TotalRetainedByContractors |
| Total Net To Organization | 90065 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | MEMORY WALK | NameOfEvent1 |
| Gross Receipts Event1 | 798440 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 798440 | CharitableContributionsEvent1 |
| Name Of Event2 | GALA | NameOfEvent2 |
| Gross Receipts Event2 | 257877 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 45000 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 212877 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 10465 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 1279 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 7900 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 111854 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 5 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 250104 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 70900 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 179204 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 1362 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 23602 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 70079 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1306421 | GrossReceiptsTotal |
| Charitable Contributions Total | 914340 | CharitableContributionsTotal |
| Gross Revenue Total Events | 392081 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 11827 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 24881 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 7900 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 181933 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 226541 | DirectExpenseSummaryEvents |
| Net Income Summary | 165540 | 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 | 9 | 2075 |
| SAFE RETURN | 77 | 5153 |
| URGENT NEEDS/RESPITE | 33 | 5098 |
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 |
| Base Compensation Filing Org | 165985 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 22800 | 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 | 188785 | 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 (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | DRAFT FOR 6-30-12 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. | |
| 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 XII, LINE 2C: | THE AUDIT COMMITTEE HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS DURING THE YEAR. | AUDIT COMMITTEE |
| 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. | |
| 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 $246,063 AND $826,496 FOR THE YEARS ENDED JUNE 30, 2012 AND 2011, RESPECTIVELY. | RELATED ORGANIZATIONS |