2025-02-27T17:52:24-06:00 2024-06-30 330310569 HASKELL & WHITE LLP 300 SPECTRUM CENTER DR STE 300 IRVINE CA 92618 990 2023-07-01 953702013 ALZHEIMER'S ORANGE COUNTY ALZH 9499559000 2515 MCCABE WAY 200 IRVINE CA 92614 JAMES MCALEER CEO 9499559000 2025-02-27 1 0 WAYNE PINNELL P01691781 9494506200 2023 2025-03-06 01:10:19Z JAMES MCALEER 2515 MCCABE WAY 200 IRVINE CA 92614 7899956 0 X WWW.ALZOC.ORG X 1982 CA SERVICES TO PATIENTS AND FAMILIES 16 16 95 750 0 0 3939279 5458587 7221679 2076468 284606 13029 273642 108412 11719206 7656496 0 0 0 0 4406548 3759294 0 0 385257 9009587 3013753 13416135 6773047 -1696929 883449 4924434 5812997 2828630 2833744 2095804 2979253 THE MISSION OF ALZHEIMER'S ORANGE COUNTY (ALZOC) 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 0 0 2403166 1944618 SOUTH COUNTY ADULT DAY SERVICES AND ACACIA ADULT DAY SERVICES ARE LICENSED ADULT DAY CENTERS PROVIDING BOTH SOCIAL AND HEALTHCARE PROGRAMS TO SOUTH AND CENTRAL ORANGE COUNTY'S ELDER ADULTS AND ADULTS WITH DISABILITIES. 539220 OUTREACH & ADVOCACY: AOC 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; IMPROVE QUALITY CARE IN RESIDENTIAL SETTINGS; AND EXPAND FUNDING FOR RESEARCH AND PUBLIC PROGRAMS SERVING PEOPLE WITH DEMENTIA. 2707745 111000 FAMILY EDUCATION - WE OFFER A VARIETY OF CLASSES AND WORKSHOPS FOR THOSE WITH MEMORY LOSS CONCERNS, FAMILIES, CAREGIVERS AND THE COMMUNITY. ALL CLASSES ARE OFFERED FREE OF CHARGE. 20850 20850 5650131 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 1 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 2 95 1 95 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 16 16 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 CHAIRMAN 4.00 X 0 0 0 ROBERT ORTEGA VICE CHAIR 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 BOARD MEMBER 4.00 X 0 0 0 SONIA GARCIA-FRANCIA BOARD MEMBER 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 EDWARD SCHRUM 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 VINCE TIEN 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 JAMES MCALEER III PRESIDENT/CEO 40.00 X 311575 0 10140 JUVI DE NEVE COO/CFO 40.00 X 115000 0 500 426575 0 10640 3 0 1 0 0 840723 4617864 505445 5458587 PARTICIPATION FEES 623990 1947768 1947768 WORKSHOPS/CONFERENCES 624100 128700 128700 2076468 13029 13029 30000 0 30000 30000 30000 321872 840723 243460 78412 78412 7656496 2076468 0 121441 X 437216 402238 17489 17489 2801231 2464551 168340 168340 264086 236064 14011 14011 256761 224977 15892 15892 29658 19278 2966 7414 498728 429680 36748 32300 147601 118777 14412 14412 114769 98413 8178 8178 515295 435053 40121 40121 198528 198528 39418 32172 3623 3623 53971 43177 5397 5397 283141 243501 19820 19820 190382 160736 14823 14823 BAD DEBT EXPENSES 352402 352402 LOSS FROM DISCONTINUED 170719 170719 NUTRITION AND MEALS PRO 161524 161524 EVENT EXPENSES 120166 96132 12017 12017 137451 114611 11420 11420 6773047 5650131 737659 385257 428802 458285 500000 605816 2281135 555521 60544 125410 81521 4803196 3568126 1395931 1235070 1312954 1696442 4924434 5812997 943814 824453 100 100000 730272 712836 1154544 1196355 2828630 2833744 X 1855540 1406430 240264 1572823 2095804 2979253 4924434 5812997 883449 0 X X 0 1 X 1 0 X 3133900 4706319 4521112 3939279 5458588 21759198 3133900 4706319 4521112 3939279 5458588 21759198 21759198 131156 375539 153973 284606 13029 958303 58018 49795 7629 9261 124703 22842204 0.95260 0.93570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 139388 139388 2818591 1910994 907597 532864 404942 127922 1312353 1252190 60163 1235070 DEPOSIT 116063 OPERATING LEASE RIGHT-OF-USE ASSET 1195050 LAGUNA WOODS ASSETS, DISCONTINUED OPERATIONS 385329 1696442 OPERATING RIGHT-OF-USE LIABILITIES 1196355 1196355 X 7509367 23590 -170719 -147129 7656496 0 7656496 6625918 23590 23590 6602328 170719 170719 6773047 PART X, LINE 2: THE ORGANIZATION HAS QUALIFIED FOR TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION'S TAX FILINGS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES FOR THREE AND FOUR YEARS, RESPECTIVELY,AFTER THEY ARE FILED. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WERE NOT CONSIDERED MORE-LIKELY-THAN-NOT OF BEING SUSTAINED BY APPLICABLE TAX AUTHORITIES AS OF JUNE 30, 2023 AND 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS FROM DISCONTINUED OPERATIONS OF LAGUNA WOODS -170,719. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS FROM DISCONTINUED OPERATIONS OF LAGUNA WOODS 170,719. X 1 COMMUNITY WORKS CONSULTING 375 REDONDO AVE 318 LONG BEACH CA 90814 GRANT WRITING 0 27638 0 27638 27638 27638 CA GALA 962998 708377 254621 168247 GOLF FOR ALZHEIMER'S 181288 128537 52751 55872 1 18309 3809 14500 19341 1162595 840723 321872 243460 243460 78412 X 0 0 0 0 0 0 0 0 0 JAMES MCALEER III PRESIDENT/CEO 291575 0 20000 0 0 0 0 0 10140 0 321715 0 0 0 DIANE MONTGOMERY DIRECTOR & SUBTANTIAL CONTRIBUTOR FINANCIAL ASSISTANCE TO ALZOC X 100000 100000 0 0 1 100000 X 1 502852 BANK ADVISED X BAGS/LIP BALMS/WINE 300 2593 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. FORM 990, PART IX, LINE 24E SUPPLIES: PROGRAM SERVICE EXPENSES 62,763. MANAGEMENT AND GENERAL EXPENSES 5,636. FUNDRAISING EXPENSES 5,636. TOTAL EXPENSES 74,035. BANK FEES: PROGRAM SERVICE EXPENSES 45,164. MANAGEMENT AND GENERAL EXPENSES 5,360. FUNDRAISING EXPENSES 5,360. TOTAL EXPENSES 55,884. DONATED USE OF LAND: PROGRAM SERVICE EXPENSES 2,919. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,919. DONATED MATERIALS: PROGRAM SERVICE EXPENSES 2,149. MANAGEMENT AND GENERAL EXPENSES 222. FUNDRAISING EXPENSES 222. TOTAL EXPENSES 2,593. SCHOLARSHIPS AND GRANT AWARD: PROGRAM SERVICE EXPENSES 1,616. MANAGEMENT AND GENERAL EXPENSES 202. FUNDRAISING EXPENSES 202. TOTAL EXPENSES 2,020. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. 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. 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 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 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 ALZHEIMER'S ORANGE COUNTY ALZOC RESIDENTIAL SERVICES LLC 2515 MCCABE WAY SUITE 200 IRVINE CA 92614 862008161 OPERATOR OF LICENSED RESIDENTIAL CARE FACILITIES FOR THE ELDERLY. CA ALZHEIMER'S ORANGE COUNTY SAN DIEGO SENIOR SERVICES LLC 2515 MCCABE WAY SUITE 200 IRVINE CA 92614 872259694 OPERATOR OF LICENSED RESIDENTIAL CARE FACILITIES FOR THE ELDERLY. CA ALZHEIMER'S ORANGE COUNTY