2012-10-30T18:33:57-05:00 2012-06-30 330155525 HBLA CERTIFIED PUBLIC ACCOUNTANTS INC 19600 FAIRCHILD STE 320 IRVINE CA 92612 990 2011-07-01 953702013 ALZHEIMER'S ASSOCIATION OF ORANGE COUNTY INC ALZH 9499559000 17771 COWAN NO 200 IRVINE CA 92614 KIRSTEN MANGERS 9499559000 2012-10-30 1 EDWARD E BENOE P00032866 9498332815 2011 2016-02-24 21:20:13Z JAMES MCALEER 17771 COWAN NO 200 IRVINE CA 92614 2841217 0 X WWW.ALZ.ORG/OC X 1982 CA SERVICES TO PATIENTS AND FAMILIES 19 19 33 100 0 0 2374916 2287496 103215 103381 38000 58259 148693 165540 2664824 2614676 19613 12326 0 0 1393193 1440809 0 0 414342 1005993 1350577 2418799 2803712 246025 -189036 2939040 2340052 1076947 666995 1862093 1673057 X 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 849656 243779 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. 851126 87003 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. 179715 71573 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. 203221 12326 64489 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. 203221 12326 64489 2083718 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 0 1 29 0 0 33 1 0 0 0 0 0 1 1 0 0 0 1 0 X 19 19 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 BEVERLY REDFERN 2.00 X 0 0 0 RICHARD MARR JR 2.00 X 0 0 0 MARLA NOEL 2.00 X 0 0 0 MARTY FURMAN 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 MARCHA SANCHEZ-CANNADY 2.00 X 0 0 0 JAMES MCALEER 40.00 X 188785 0 0 CARA CESHKOVSKY 40.00 X 49364 0 0 238149 0 0 1 0 1 0 0 914340 -246063 1619219 20745 2287496 WORKSHOPS/CONFERENCES 624100 103381 103381 103381 58259 58259 392081 914340 226541 165540 165540 2614676 103381 0 223799 12326 12326 238149 166704 23815 47630 998035 821822 59427 116786 108046 89646 4727 13673 96579 75134 6909 14536 1283 1005 90 188 332635 240927 44970 46738 106712 85615 6130 14967 126103 97882 8429 19792 231621 182406 15967 33248 76385 38628 18813 18944 35891 28261 2469 5161 DIRECT PROGRAM EXPENSES 242177 191902 17630 32645 BAD DEBT 89957 89957 SPECIAL EVENT INDIRECT 40341 40341 DUES AND SUBSCRIPTIONS 23514 18515 1618 3381 43958 32945 4701 6312 2803712 2083718 305652 414342 122282 141938 1042581 1299043 77498 185408 49760 36003 170749 115570 81438 55179 1565481 622481 2939040 2340052 1076947 666995 1076947 666995 X 1277456 1046270 584637 626787 1862093 1673057 2939040 2340052 -189036 0 X X 0 1 1 X 0 X 984362 1232489 2399823 2337156 2239574 9193404 984362 1232489 2399823 2337156 2239574 9193404 9193404 -12236 26964 47378 38000 58259 158365 702820 587697 217753 148693 322067 1979030 11330799 0.81140 0.75150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 170749 115570 55179 55179 FIRST AMERICAN TRUST 622481 F 622481 2614676 2803712 -189036 -189036 2634558 19882 19882 2614676 0 2614676 2823594 19882 19882 2803712 0 2803712 0 ACCESS MARKETING 2430 BROADWAY 200 BOULDER CO 80304 MARKETING 0 150065 60000 90065 150065 60000 90065 MEMORY WALK 798440 798440 GALA 257877 45000 212877 10465 1279 7900 111854 5 250104 70900 179204 1362 23602 70079 1306421 914340 392081 11827 24881 7900 181933 226541 165540 0 LEGAL VOUCHERS 9 2075 SAFE RETURN 77 5153 URGENT NEEDS/RESPITE 33 5098 X X X 0 0 0 0 0 0 0 0 0 JAMES MCALEER 165985 0 22800 0 0 0 0 0 0 0 188785 0 0 0 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. AUDIT COMMITTEE FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS DURING THE YEAR. 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. 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 $246,063 AND $826,496 FOR THE YEARS ENDED JUNE 30, 2012 AND 2011, RESPECTIVELY.