2026-03-27T16:50:57-05:00 2025-06-30 271532099 JLK ROSENBERGER LLP 2601 MAIN ST 580 IRVINE CA 92614 990 2024-07-01 953702013 ALZHEIMER'S ORANGE COUNTY ALZH 9499559000 2515 MCCABE WAY 200 IRVINE CA 92614 JAMES MCALEER CEO 9499559000 2026-03-27 1 0 KEN KATHCART CPA P00123882 9498609902 2026-03-27 2024 2025-03-06 01:10:19Z JAMES MCALEER 2515 MCCABE WAY 200 IRVINE CA 92614 6691156 0 X WWW.ALZOC.ORG X 1982 CA SERVICES TO ORANGE COUNTY INDIVIDUALS WITH MEMORY LOSS, FRAIL SENIORS, AND THOSE WHO SUPPORT THEM. 19 19 81 500 0 0 5458587 3214157 2076468 2978171 13029 28519 108412 248094 7656496 6468941 0 0 0 0 3759294 3992449 0 0 276746 3013753 2291894 6773047 6284343 883449 184598 5812997 5585911 2833744 2422060 2979253 3163851 X THE MISSION OF ALZHEIMER'S ORANGE COUNTY IS TO ELIMINATE ALZHEIMER'S DISEASE THROUGH THE ADVANCEMENT OF RESEARCH, TO PROVIDE AND ENHANCE CARE AND SUPPORT FOR ALL AFFECTED, TO PROVIDE DIRECT SERVICE FOR PERSONS WITH DEMENTIA INCLUDING BUT NOT LIMITED TO ADULT DAY CARE, AND TO REDUCE THE RISK OF DEMENTIA THROUGH THE PROMOTION OF BRAIN HEALTH. 0 0 2667347 2470144 HEALTHY AGING CENTER ACACIA (AKA ACACIA ADULT DAY SERVICES) IS A LICENSED ADULT DAY HEALTH CENTER THAT SERVES THE MEDICAL AND SOCIAL NEEDS OF INDIVIDUALS WHO ARE LIVING AT HOME BUT NEED DAYTIME ASSISTANCE FOR THEIR HEALTH NEEDS. 451030 23499 OUTREACH & ADVOCACY: ALZOC ADVOCATES PLAY AN IMPORTANT ROLE IN IMPROVING THE QUALITY OF CARE AND QUALITY OF LIFE FOR PEOPLE WITH ALZHEIMER'S DISEASE AND THEIR FAMILIES BY WORKING TO IMPROVE DEMENTIA CARE AND SERVICES; IMPROVE ACCESS TO COMMUNITY-BASED CARE; AND EXPAND FUNDING FOR RESEARCH AND PUBLIC PROGRAMS SERVING PEOPLE WITH DEMENTIA. 2454806 513047 MEMORY SUPPORT SERVICES/EDUCATION: ALZOC PROVIDES A VARIETY OF CLASSES AND WORKSHOPS, CARE CONSULTATIONS, MULTICULTURAL PROGRAMS, AND MANY OTHER RESOURCES FOR INDIVIDUALS WITH MEMORY LOSS CONCERNS, FAMILIES, CAREGIVERS, AND THE COMMUNITY. 157668 HEALTHY AGING CENTER LAGUNA WOODS A LICENSED ADULT DAY HEALTH CENTER SERVING SOUTH ORANGE COUNTY (DISCONTINUED OPERATIONS) 157668 5730851 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 0 1 0 0 0 1 48 0 81 1 0 0 0 0 0 1 1 0 1 0 0 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 JUVI DE NEVE 9497573773 2515 MCCABE WAY 200 IRVINE CA 92614 LAWRENCE HARTLEY IMMEDIATE PAST CHAIR 4.00 X 0 0 0 ROBERT ORTEGA CHAIRMAN 4.00 X 0 0 0 ROBIN RICHTER SECRETARY 4.00 X 0 0 0 DUNG TRINH TREASURER 4.00 X 0 0 0 MATTHEW STEIN ADHOC 4.00 X 0 0 0 CHARLENE JESSUP BOARD MEMBER 4.00 X 0 0 0 PATTY JUNEAU BOARD MEMBER 4.00 X 0 0 0 DIANE MONTGOMERY BOARD MEMBER 4.00 X 0 0 0 MARTY SCHWARTZMAN BOARD MEMBER 4.00 X 0 0 0 BURTON YOUNG BOARD MEMBER 4.00 X 0 0 0 FRANK CARFIOLI BOARD MEMBER 4.00 X 0 0 0 MICHELLE EGERER BOARD MEMBER 4.00 X 0 0 0 JOSHUA MONS BOARD MEMBER 4.00 X 0 0 0 PATRICIA SOLDANO BOARD MEMBER 4.00 X 0 0 0 DIANE MONDINI BOARD MEMBER 4.00 X 0 0 0 JACQUE DUPONT-CARLSON BOARD MEMBER 4.00 X 0 0 0 YVETTE KELLEY BOARD MEMBER 4.00 X 0 0 0 MIRIAM ROMO BOARD MEMBER 4.00 X 0 0 0 ALISON HOEVEN BOARD MEMBER 4.00 X 0 0 0 JAMES MCALEER III PRESIDENT/CEO 40.00 X 399840 0 10729 JUVI DE NEVE COO/CFO 40.00 X 115000 0 0 514840 0 10729 2 0 1 0 0 753092 312432 2148633 16843 3214157 PARTICIPATION FEES 623990 2499123 2499123 WORKSHOPS/CONFERENCES 624100 479048 479048 2978171 31500 0 31500 31500 31500 37141 8622 28519 28519 28519 430187 753092 213593 216594 216594 6468941 3006690 0 248094 X 487710 443816 21947 21947 2971379 2710483 130448 130448 254897 237005 8946 8946 278463 250989 13737 13737 57068 52310 2379 2379 387079 346925 20077 20077 161803 136801 12501 12501 86332 77870 4231 4231 492511 437019 27746 27746 171318 171318 40915 34931 2992 2992 59859 50281 4789 4789 107027 103287 1870 1870 101303 92675 4314 4314 NUTRITION AND MEALS PRO 186551 186551 LOSS FROM DISCONTINUED 157668 157668 EVENT EXPENSES 150049 126041 12004 12004 SUPPLIES 79441 69113 5164 5164 52970 45768 3601 3601 6284343 5730851 276746 276746 458285 1619188 2281135 1315728 60544 304929 81521 58909 3977347 2987565 1235070 989782 1696442 1297375 5812997 5585911 824453 465195 100 125 100000 100000 712836 761444 1196355 1095296 2833744 2422060 X 1406430 1256407 1572823 1907444 2979253 3163851 5812997 5585911 184598 0 X X 0 1 X 1 0 X 4706319 4521112 3939279 5458588 3214157 21839455 4706319 4521112 3939279 5458588 3214157 21839455 21839455 375539 153973 284606 13029 31500 858647 49795 7629 9261 28519 95204 22793306 0.95820 0.95260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 135912 135912 2821571 1982240 839331 13348 13348 0 1006516 991977 14539 989782 DEPOSIT 94317 OPERATING LEASE RIGHT-OF-USE ASSET 973591 FINANCE LEASE RIGHT-OF-USE ASSET 104467 OTHER RECEIVABLES 125000 1297375 OPERATING RIGHT-OF-USE LIABILITIES 989914 FINANCE LEASE RIGHT-OF-USE ASSET 105382 1095296 6450739 139466 -157668 -18202 6468941 0 6468941 6266141 139466 139466 6126675 157668 157668 6284343 PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS FROM DISCONTINUED OPERATIONS OF LAGUNA WOODS -157,668. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS FROM DISCONTINUED OPERATIONS OF LAGUNA WOODS 157,668. GALA 770150 457290 312860 147207 WALK/RUN 179132 135303 43829 0 2 233997 160499 73498 66386 1183279 753092 430187 213593 213593 216594 X 0 0 0 0 0 0 0 0 0 JAMES MCALEER III PRESIDENT/CEO 307840 0 92000 0 0 0 0 0 10729 0 410569 0 0 0 DIANE MONTGOMERY BOARD MEMBER FINANCIAL ASSISTANCE TO ALZOC X 100000 100000 0 0 1 100000 X 1 16843 BANK ADVISED X WALK T-SHIRTS/GOLF BLANKETS 2 3377 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B DRAFT IS PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOD/FINANCE COMMITTEE AND ACCEPTED BY EXECUTIVE COMMITTEE/BOD VOTE. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD AND SENIOR STAFF ARE GIVEN A COMPIANCE 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 WAGE ADJUSTMENTS/BONUS GOALS ARE PRESENTED TO THE BOARD FOR APPROVAL & INCLUSION IN THE BUDGET FOR THE FISCAL YEAR. THE COMPENSATION COMMITTEE REVIEWS PERFORMANCE AGAINST GOALS, VALIDATES, & RECOMMENDS COMPENSATION TO THE EXECUTIVE COMMITTEE FOR IMPLEMENTATION. 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 THE FINANCIAL STATEMENT ARE MADE AVAILABLE UPON REQUEST. PART IX STATEMENT OF FUNCTIONAL EXPENSES LAGUNA WOODS (SCADS) IN JUNE 2024, THE BOARD APPROVED THE SALE OF LAGUNA WOODS TO ROTHROCK SENIOR CARE SERVICES, INC. THE DECISION OF THE ORGANIZATION TO DISCONTINUE LAGUNA WOODS OPERATIONS ENABLES THE ORGANIZATION TO MAINTAIN RELIABLE AND SUSTAINABLE LIQUIDITY AND REVENUES TO SUPPORT ITS PROGRAM SERVICES. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. SOCAL SENIOR SERVICES LLC 2515 MCCABE WAY SUITE 200 IRVINE CA 92614 811439041 SOUTH COUNTY ADULT DAY SERVICES IS A LICENSED ADULT DAY CENTER CA 57681 ALZHEIMER'S ORANGE COUNTY NORTH COUNTY SENIOR SERVICES LLC 2515 MCCABE WAY SUITE 200 IRVINE CA 92614 953509323 NORTH COUNTY ADULT DAY SERVICES IS A LICENSED ADULT DAY CENTER CA 3047564 ALZHEIMER'S ORANGE COUNTY CENTRAL COUNTY SENIOR SERVICES LLC 2515 MCCABE WAY SUITE 200 IRVINE CA 92614 843457450 OPERATOR OF LICENSED RESIDENTIAL CARE FACILITIES FOR THE ELDERLY. CA 369173 ALZHEIMER'S ORANGE COUNTY