Civic Intelligence

Alzheimer'S San Diego

EIN 47-5534541 • 501(c)3 • San Diego, CA

Profile

Alzheimer's san diego provides san diego families with care and support while supporting critical local research for a cure.

3635 Ruffin Rd 300San Diego, CA 92123

www.alzsd.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.12x

Higher debt load relative to assets than 49% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.26x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

51st percentile

4.8%

Higher net margin than 51% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

84th percentile

27%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2025

Revenue Growth

44th percentile

4.5%

Faster revenue growth than 44% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2025

Assets

Up

$8,335,909

Up $115,545 (+1.4%) from 2024

Liabilities

Down

$965,681

Down $64,861 (-6.3%) from 2024

Net Assets

Up

$7,370,228

Up $180,406 (+2.5%) from 2024

Revenue

Down

$3,689,845

Down $2,918,626 (-44%) from 2024

Expenses

Up

$3,511,022

Up $108,338 (+3.2%) from 2024

Net Income

Down

$178,823

Down $3,026,964 (-94%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2016: $921,936Liabilities 2016: $582,822Net Assets 2016: $339,1142016Assets 2017: $1,803,351Liabilities 2017: $648,668Net Assets 2017: $1,154,6832017Assets 2018: $2,568,450Liabilities 2018: $408,893Net Assets 2018: $2,159,5572018Assets 2019: $2,715,411Liabilities 2019: $88,385Net Assets 2019: $2,627,0262019Assets 2020: $3,285,032Liabilities 2020: $409,201Net Assets 2020: $2,875,8312020Assets 2021: $3,837,725Liabilities 2021: $490,603Net Assets 2021: $3,347,1222021Assets 2022: $4,052,793Liabilities 2022: $147,426Net Assets 2022: $3,905,3672022Assets 2023: $4,996,290Liabilities 2023: $1,145,733Net Assets 2023: $3,850,5572023Assets 2024: $8,220,364Liabilities 2024: $1,030,542Net Assets 2024: $7,189,8222024Assets 2025: $8,335,909Liabilities 2025: $965,681Net Assets 2025: $7,370,2282025

Highlighted filing

2025

Assets$8,335,909
Liabilities$965,681
Net Assets$7,370,228

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2016: $1,653,619Expenses 2016: $1,314,505Net Income 2016: $339,1142016Revenue 2017: $3,154,448Expenses 2017: $2,338,879Net Income 2017: $815,5692017Revenue 2018: $3,462,246Expenses 2018: $2,471,316Net Income 2018: $990,9302018Revenue 2019: $2,655,696Expenses 2019: $2,170,345Net Income 2019: $485,3512019Revenue 2020: $2,565,099Expenses 2020: $2,318,534Net Income 2020: $246,5652020Revenue 2021: $2,912,023Expenses 2021: $2,534,985Net Income 2021: $377,0382021Revenue 2022: $3,237,352Expenses 2022: $2,651,833Net Income 2022: $585,5192022Revenue 2023: $2,917,722Expenses 2023: $3,052,762Net Income 2023: -$135,0402023Revenue 2024: $6,608,471Expenses 2024: $3,402,684Net Income 2024: $3,205,7872024Revenue 2025: $3,689,845Expenses 2025: $3,511,022Net Income 2025: $178,8232025

Highlighted filing

2025

Revenue$3,689,845
Expenses$3,511,022
Net Income$178,823

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$3,842,567
Mission and Program Overview

Mission

Alzheimer's san diego provides san diego families with care and support while advancing critical local research for a cure.

To enhance the quality of life of those affected by all dementias in san diego county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$4,548,041$4,755,050▲ $207,009
Pledges and Grants Receivable$2,357,515$2,285,748▼ $71,767
Cash and Non-Interest-Bearing Accounts$190,705$278,786▲ $88,081
Investments Other Securities$266,761$256,128▼ $10,633
Prepaid Expenses and Deferred Charges$29,389$69,559▲ $40,170
Accounts Receivable$68,743$46,500▼ $22,243
Land, Buildings, and Equipment, Net$15,861$8,539▼ $7,322
Total Assets$8,220,364$8,335,909▲ $115,545
Other Assets Total$743,349$635,599▼ $107,750
Liabilities
Other Liabilities$795,269$686,169▼ $109,100
Accounts Payable and Accrued Expenses$235,273$279,512▲ $44,239
Total Liabilities$1,030,542$965,681▼ $64,861
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,923,061$7,114,100▲ $191,039
Net Assets With Donor Restrictions$266,761$256,128▼ $10,633
Total Net Assets Fund Balance$7,189,822$7,370,228▲ $180,406
Total Liabilities and Net Assets / Fund Balance$8,220,364$8,335,909▲ $115,545

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,539$139,377$147,916
Other Assets Org$635,599--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2025$266,761-▲ $24,965$35,598$256,128
2024$250,351-▲ $16,410-$266,761
2023$235,125-▲ $15,226-$250,351
2022$249,307-▼ $9,546$4,636$235,125
2021$201,082-▲ $57,458$9,233$249,307
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eugenia WelchPresident/CEOFT$179,609$23,363$202,972

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$3,495,585
Program Service Revenue
$0
Investment Income
$217,485
Other Revenue
$-23,225
All Other Contributions
$2,884,202
Change in Net Assets
$178,823

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,689,845
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,583
Total Revenue per Audited Statements
$3,691,428
Total Revenue per Form 990
$3,689,845
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,640,302
Other Expenses$870,720
Total Fundraising Expense$783,929
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,460,472$42,706$519,756$2,022,934
Other Employee Benefits$194,240$15,068$28,359$237,667
Fees for Services Other$166,444$1,630$66,156$234,230
Occupancy$131,837$7,126$39,195$178,158
Current Officers, Directors, Trustees, and Key Employees$121,403$17,343$34,687$173,433
Payroll Taxes$127,810$4,863$38,584$171,257
Advertising$107,039$2,083-$109,122
Office Expenses$94,627$2,600$10,347$107,574
Fees for Services Accounting$43,957$2,621$14,410$60,988
Pension Plan Contributions$28,614$2,220$4,177$35,011
Insurance$19,056$1,029$5,665$25,750
Travel$16,362$574$3,685$20,621
Depreciation Depletion$9,668$523$2,874$13,065
Fees for Services Legal$10,067--$10,067
Fees for Services Lobbying$9,980--$9,980
Other Expenses$554$85$0$639
Total Functional Expenses$2,623,906$103,187$783,929$3,511,022

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,511,022
Total Expenses per Audited Statements$3,511,022
Total Expenses per Form 990$3,511,022
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$152,722
Fundraising Gross Income$127,665
Gaming Gross Income$1,832
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk4alz$386,271-$18,347-
Rides 4 Alz$77,689-$690-
Total Events$625,900$127,665$152,722$-25,057
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$686,169
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed and approved by the audit committee and then is distributed to all board members prior to filing the return with the irs.

Form 990, Part VI, Section B, Line 12C

Each year the board and staff members review and sign the conflict of interest policy.

Form 990, Part VI, Section B, Line 15

The compensation committee, which is a committee of the board, determines compensation for the president.

Form 990, Part VI, Section C, Line 19

This information is available upon request from the organization.

Filing and Contact Details

Filer

Filer Name
ALZHEIMER'S SAN DIEGO
EIN
47-5534541
Phone
8584924400
Address
3635 RUFFIN RD 300, SAN DIEGO, CA 92123

Signing Officer

Name
Eugenia Welch
Title
President/CEO
Phone
8584924400
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eugenia Welch
Formed
2015
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
18
Employees
27
Volunteers
407

Preparer

Firm
Aldrich Cpas and Advisors Llp
Address
1903 WRIGHT PLACE 180, CARLSBAD, CA 92008
Preparer
Debra D Smith CPA
Phone
7604318440
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in value of beneficial interest in assets -10,633.

Financial Statement Notes

PART V, LINE 4:

The organization's endowment was established to provide support for the programs and activities of the organization.

PART X, LINE 2:

The organization follows us gaap related to the recognition of uncertain tax positions. The organization recognized accrued interest and penalties associated with uncertain tax positions as part of the statements of activities, when applicable. Management has determined that the organization has no uncertain tax positions as of june 30, 2025 and 2024 and, therefore, no amounts have been accrued.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in value of beneficial interest in assets -10,633.

Raw XML AppendixShowing 400 of 652 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0TO ENHANCE THE QUALITY OF LIFE OF THOSE AFFECTED BY ALL DEMENTIAS IN SAN DIEGO COUNTY.
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IRS990/Desc0ALZHEIMER'S SAN DIEGO IS LOCALLY GOVERNED AND FUNDED BY THE COMMUNITY WE SERVE. SINCE ITS CREATION IN 2015, ALZHEIMER'S SAN DIEGO HAS BEEN DEDICATED TO PROVIDING INNOVATIVE SUPPORT SERVICES, EDUCATION, AND COMPASSION FOR THOSE IMPACTED BY DEMENTIA, TO ENSURE THE BEST POSSIBLE OUTCOME FOR BOTH THE PERSON LIVING WITH DEMENTIA AND THOSE WHO CARE FOR THEM. THE DIVERSE RANGE OF DEMENTIA-SPECIFIC SERVICES ARE COMPLETELY FREE OF CHARGE, AND ARE TAILOR-MADE FOR THE UNIQUE NEEDS OF THE SAN DIEGO COMMUNITY.SEE SCHEDULE O FOR ADDITIONAL PROGRAM SERVICE ACCOMPLISHMENTS.COMMUNITY SUPPORT PROGRAM: ALZHEIMER'S SAN DIEGO'S TEAM OF EXPERIENCED DEMENTIA CARE PROFESSIONALS SERVES AS A RESOURCE TO THE COMMUNITY, HELPING FAMILIES UNDERSTAND THE DISEASE AND ITS SYMPTOMS, ASSISTING WITH LOCAL RESOURCES, CONNECTING FAMILIES TO NEEDED SERVICES AND PROVIDING EMOTIONAL SUPPORT. DEMENTIA CARE COACHES ARE AVAILABLE TO ANSWER QUESTIONS, PROVIDE IN-DEPTH GUIDANCE, PERSONALIZED CONSULTATION, AND FACILITATE FAMILY MEETINGS IN BOTH ENGLISH & SPANISH. ALZ COMPANIONS -ALZHEIMER'S SAN DIEGO PROVIDES FAMILY CAREGIVERS WHAT THEY NEED MOST - A BREAK. THE ONLY VOLUNTEER-BASED, DEMENTIA-SPECIFIC RESPITE PROGRAM IN SOUTHERN CALIFORNIA AND THE LARGEST PROGRAM OF ITS KIND IN THE COUNTRY, ALZ COMPANIONS, PAIRS FAMILIES WITH TRAINED COMPANION VOLUNTEERS WHO PROVIDE REGULAR FRIENDLY VISITS, FOCUSING ON COMPANIONSHIP AND SOCIALIZATION. ALZ ALLY - THOSE WHO LIVE ALONE WITH DEMENTIA ARE AMONG SOME OF THE MOST VULNERABLE INDIVIDUALS IN SAN DIEGO. ALZHEIMER'S SAN DIEGO IS THE FIRST NON-PROFIT TO DEVELOP AND IMPLEMENT PROGRAMS THAT ADDRESS THE UNIQUE NEEDS OF THESE INDIVIDUALS. SPECIALIZED SERVICES PROVIDE FRIENDLY CALLS AND VISITS, FOOD RESOURCES, CASE MANAGEMENT, HOME SAFETY SOLUTIONS AND GUIDANCE ON STRENGTHENING THEIR SUPPORT NETWORKS AS WELL AS EDUCATION ON HOW TO IMPLEMENT SAFETY MEASURES TO PREVENT CRISES. IN ADDITION TO OFFERING SUPPORTIVE PROGRAMS, ALZHEIMER'S SAN DIEGO ALSO ADVOCATES FOR IMPROVED TREATMENTS AND QUALITY CARE AT THE STATE AND LOCAL LEVEL AND PLAYS A LEADERSHIP ROLE IN THE SAN DIEGO COMMUNITY.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
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IRS990/FormationYr02015
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IRS990/GamingDirectExpensesAmt00
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IRS990/GoverningBodyVotingMembersCnt018
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/InsuranceGrp/ManagementAndGeneralAmt01029
IRS990/InsuranceGrp/ProgramServicesAmt019056
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0256128
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IRS990/IRPDocumentW2GCnt00
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IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ENHANCE THE QUALITY OF LIFE OF THOSE AFFECTED BY ALL DEMENTIAS IN SAN DIEGO COUNTY THROUGH SUPPORTIVE SERVICES, EDUCATION, SOCIAL CONNECTION, AND COMMUNITY AWARENESS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt07370228
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-25057
IRS990/NetIncomeFromGamingGrp/ExclusionAmt01832
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt01832
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt012216
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07114100
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IRS990/OccupancyGrp/ManagementAndGeneralAmt07126
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IRS990/OfficeExpensesGrp/FundraisingAmt010347
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02600
IRS990/OfficeExpensesGrp/ProgramServicesAmt094627
IRS990/OfficeExpensesGrp/TotalAmt0107574
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IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt0635599
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IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc3EVENTS
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IRS990/OtherExpensesGrp/FundraisingAmt11060
IRS990/OtherExpensesGrp/FundraisingAmt28
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IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02220
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt028614
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt029389
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt069559
IRS990/PrincipalOfficerNm0EUGENIA WELCH
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IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATION - ALZHEIMER'S SAN DIEGO IS THE LEADING SOURCE FOR DEMENTIA-RELATED EDUCATION IN SAN DIEGO COUNTY, OFFERING CLASSES AND WORKSHOPS ON MORE THAN 25 DIFFERENT TOPICS SUCH AS LIVING WITH MEMORY LOSS, CHANGING RELATIONSHIPS AND INTIMACY, DEMENTIA 101, AND SAFETY AT HOME. SUPPORT AND DISCUSSION GROUPS - ALZHEIMER'S SAN DIEGO CURRENTLY OFFERS MORE CAREGIVER SUPPORT GROUPS THAN ANY OTHER LOCAL PROVIDER - HELD IN ENGLISH, SPANISH, AND KOREAN. GROUPS PROVIDE REGULAR OPPORTUNITIES TO FIND COMFORT, GAIN HOPE AND STRENGTH, WHILE LEARNING FROM OTHER CAREGIVERS WHO UNDERSTAND WHAT THEY ARE GOING THROUGH.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0547346
IRS990/ProgSrvcAccomActy3Grp/Desc0SOCIAL ACTIVITIES AND OUTINGS - THESE EXCITING AND COGNITIVELY STIMULATING ACTIVITIES ARE DESIGNED TO ENCOURAGE STAYING ACTIVE, BEING SOCIAL, AND CONNECTING WITH OTHERS - FOR BOTH PEOPLE LIVING WITH DEMENTIA AND THEIR CARE PARTNERS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0246819
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06528735
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt075603
IRS990/PYOtherExpensesAmt0965252
IRS990/PYOtherRevenueAmt04133
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt03205787
IRS990/PYSalariesCompEmpBnftPaidAmt02437432
IRS990/PYTotalExpensesAmt03402684
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06608471
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0178823
IRS990/RegularMonitoringEnfrcInd01
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03143495
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02935959
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0330218

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