Civic Intelligence

Respite and Research for Alzheimers Disease

990 • Fiscal year 2018 • EIN 94-2936723

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 12, 2018

Organization Profilewww.alzactivitycenter.org

View Organization Page

2380 Enborg LaneSan Jose, CA 95128

(408) 279-7515

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

40th percentile

0.04x

Higher debt load relative to assets than 40% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

44th percentile

0.07x

Higher debt load relative to revenue than 44% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

62nd percentile

7.8%

Higher net margin than 62% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

78th percentile

$127,899

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

63rd percentile

5.3%

Faster asset growth than 63% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

50th percentile

3.7%

Faster revenue growth than 50% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$3,835,876

Up $194,137 (+5.3%) from 2017

Net Assets

Up

$3,675,576

Up $207,330 (+6.0%) from 2017

Liabilities

Down

$160,300

Down $13,193 (-7.6%) from 2017

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin62nd percentile

Revenue

Up

$2,303,075

Up $83,093 (+3.7%) from 2017

Expenses

Up

$2,123,850

Up $119,025 (+5.9%) from 2017

Net Income

Down

$179,225

Down $35,932 (-17%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $3,587,228Liabilities 2011: $122,817Net Assets 2011: $3,464,4112011Assets 2012: $3,111,094Liabilities 2012: $162,559Net Assets 2012: $2,948,5352012Assets 2013: $2,899,072Liabilities 2013: $131,636Net Assets 2013: $2,767,4362013Assets 2014: $2,910,821Liabilities 2014: $117,194Net Assets 2014: $2,793,6272014Assets 2015: $3,098,637Liabilities 2015: $140,468Net Assets 2015: $2,958,1692015Assets 2016: $3,294,911Liabilities 2016: $139,426Net Assets 2016: $3,155,4852016Assets 2017: $3,641,739Liabilities 2017: $173,493Net Assets 2017: $3,468,2462017Assets 2018: $3,835,876Liabilities 2018: $160,300Net Assets 2018: $3,675,5762018Assets 2019: $4,305,548Liabilities 2019: $172,175Net Assets 2019: $4,133,3732019Assets 2020: $4,767,888Liabilities 2020: $553,835Net Assets 2020: $4,214,0532020Assets 2021: $4,827,591Liabilities 2021: $273,115Net Assets 2021: $4,554,4762021Assets 2022: $4,277,390Liabilities 2022: $123,225Net Assets 2022: $4,154,1652022Assets 2023: $4,773,080Liabilities 2023: $248,041Net Assets 2023: $4,525,0392023Assets 2024: $5,165,602Liabilities 2024: $189,716Net Assets 2024: $4,975,8862024

Highlighted filing

2018

Assets$3,835,876
Liabilities$160,300
Net Assets$3,675,576
Open 2018 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,627,353Expenses 2011: $1,775,339Net Income 2011: -$147,9862011Revenue 2012: $1,441,631Expenses 2012: $1,956,676Net Income 2012: -$515,0452012Expenses 2013: $2,107,0892013Revenue 2014: $1,519,224Expenses 2014: $1,607,941Net Income 2014: -$88,7172014Revenue 2015: $1,899,343Expenses 2015: $1,690,141Net Income 2015: $209,2022015Revenue 2016: $1,959,259Expenses 2016: $1,744,589Net Income 2016: $214,6702016Revenue 2017: $2,219,982Expenses 2017: $2,004,825Net Income 2017: $215,1572017Revenue 2018: $2,303,075Expenses 2018: $2,123,850Net Income 2018: $179,2252018Revenue 2019: $2,749,337Expenses 2019: $2,364,342Net Income 2019: $384,9952019Revenue 2020: $2,456,134Expenses 2020: $2,405,171Net Income 2020: $50,9632020Revenue 2021: $1,255,276Expenses 2021: $1,489,615Net Income 2021: -$234,3392021Revenue 2022: $2,326,682Expenses 2022: $2,205,650Net Income 2022: $121,0322022Revenue 2023: $3,020,389Expenses 2023: $2,790,167Net Income 2023: $230,2222023Revenue 2024: $3,402,001Expenses 2024: $3,220,214Net Income 2024: $181,7872024

Highlighted filing

2018

Revenue$2,303,075
Expenses$2,123,850
Net Income$179,225
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 12, 2018
Return Version
2017v2.2
Gross Receipts
$2,318,103
Mission and Program Overview

Mission

To enrich the lives of people affected by alzheimer's and related conditions by providing safe, nurturing, intergenerational services and support.

To enrich the lives of people affected by alzheimer's and related conditions by providing safe, nurturing, intergenerational services and support

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,669,757$1,620,295▼ $49,462
Investments in Publicly Traded Securities$1,230,053$1,452,686▲ $222,633
Cash and Non-Interest-Bearing Accounts$410,872$566,155▲ $155,283
Accounts Receivable$57,767$72,806▲ $15,039
Pledges and Grants Receivable$169,402$68,036▼ $101,366
Prepaid Expenses and Deferred Charges$39,612$43,774▲ $4,162
Savings and Temporary Cash Investments$64,276$12,124▼ $52,152
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$3,641,739$3,835,876▲ $194,137
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$152,638$150,035▼ $2,603
Deferred Revenue$20,855$10,265▼ $10,590
Total Liabilities$173,493$160,300▼ $13,193
Net Assets / Fund Balance
Unrestricted Net Assets$3,427,846$3,645,083▲ $217,237
Temporarily Rstr Net Assets$40,400$30,493▼ $9,907
Total Net Assets Fund Balance$3,468,246$3,675,576▲ $207,330
Total Liabilities and Net Assets / Fund Balance$3,641,739$3,835,876▲ $194,137

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,405,458$474,495$1,879,953
Buildings$131,749$1,116,398$1,248,147
Other Land Buildings$83,088$112,620$195,708
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Maria NicolacoudisExecutive DirectorFT$127,899$127,899

Board Members and Trustees

NameTitle
Marcos HerreraPresident
John Ottoboni EsqVice President
Annie WardDirector
Gary W Steinke MDDirector
James WardDirector
Marjorie Nakaji RNDirector
Patt MartinDirector
Richard EgglestonDirector
Sara JohnsonDirector
Ying LuanDirector
Greg PriceSecretary
John L HillisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$446,320
Program Service Revenue
$1,617,798
Investment Income
$48,575
Other Revenue
$190,382
All Other Contributions
$218,302
Change in Net Assets
$179,225

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,303,075
Revenue Not Reported on Form 990
$46,645
Total Revenue per Audited Statements
$2,349,720
Total Revenue per Form 990
$2,303,075
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,521,950
Other Expenses$601,900
Total Fundraising Expense$71,841
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,046,101$65,135$12,723$1,123,959
Other Employee Benefits$144,125$6,562$3,753$154,440
Current Officers, Directors, Trustees, and Key Employees$70,096$42,058$28,038$140,192
Occupancy$128,742$43$1,437$130,222
Depreciation Depletion$115,504$7,516-$123,020
Payroll Taxes$91,664$8,119$3,576$103,359
All Other Expenses$44,396$4,814$6,695$55,905
Other Expenses$16,943$2,159$984$20,086
Insurance$14,457$4,737$579$19,773
Fees for Service Investment Mgmnt Fees-$12,508-$12,508
Travel$1,019$150$404$1,573
Total Functional Expenses$1,838,993$213,016$71,841$2,123,850

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,142,390
Expenses per Audited Statements$2,123,850
Total Expenses per Form 990$2,123,850
Expenses Not Reported on Form 990$18,540
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$62,822
Fundraising Direct Expenses$8,415
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rrad Gala$75,931$49,632$8,415$41,217
Quilting Tea$17,280$13,190-$13,190
Total Events$93,211$62,822$8,415$54,407
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Amy HurstDaughter of a Dir.PayrollNo$68,078

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Annie Ward and Jamie Ward are married couple.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is reviewed for accuracy and completeness by the board of directors. Any questions arising during the review are resolved prior to the filing of the form.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“A copy of the conflict of interest policy is distributed to the board annually. Board members are required to annually sign a statement which affirms such person:(a) has received a copy of the conflict of interest policy;(b) has read and understands the policy;(c) has agreed to comply with the policy.the member of the board who was determined to have a conflict of interest with regards to a particular transaction is not allowed to vote upon related matters.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The compensation of the executive director is determined based on the comparable market rates in the same geographic area, approved by the board and documented in the minutes.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization's governing documents and policies are provided upon request. Form 990 and audited financial statements are provided on the organization's website.”

Filing and Contact Details

Filer

Filer Name
Respite and Research for Alzheimers
EIN
94-2936723
Phone
4082797515
Address
2380 Enborg Lane, San Jose, CA 95128

Signing Officer

Name
Marcos Herrera
Title
President
Signed
2018-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marcos Herrera
Formed
1984
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
40
Volunteers
463

Preparer

Firm
Pfahnl & Hunt Accountancy Corp
Address
333 W Santa Clara St 900, San Jose, CA 95113
Preparer
John C Pfahnl Jr
Phone
4089939494
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an entity in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination.”

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IRS990/Form990PartVIISectionAGrp/PersonNm11Annie Ward
IRS990/Form990PartVIISectionAGrp/PersonNm12Maria Nicolacoudis
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt0154440
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IRS990/OtherExpensesGrp/Desc1PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3TELEPHONE & INTERNET
IRS990/OtherExpensesGrp/FundraisingAmt012622
IRS990/OtherExpensesGrp/FundraisingAmt11030
IRS990/OtherExpensesGrp/FundraisingAmt2984
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt058351
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1864
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IRS990/OtherExpensesGrp/ProgramServicesAmt232439
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IRS990/OtherExpensesGrp/TotalAmt198226
IRS990/OtherExpensesGrp/TotalAmt234333
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt012723
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IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03576
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08119
IRS990/PayrollTaxesGrp/ProgramServicesAmt091664
IRS990/PayrollTaxesGrp/TotalAmt0103359
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0169402
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt068036
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt039612
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt043774
IRS990/PrincipalOfficerNm0Marcos Herrera
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Alzheimer's Activity CTR
IRS990/ProgramServiceRevenueGrp/Desc1Rosa Elena Childcare CTR
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1193496
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1193496
IRS990/ProgSrvcAccomActy2Grp/Desc0ROSA ELENA CHILDCARE CENTER ACCEPTS CHILDREN FROM TWO TO ENTRY TO FIRST GRADE, AND TAKES A CHILD-CENTERED APPROACH TO LEARNING. INTERGENERATIONAL PROGRAMMING BRINGS TOGETHER YOUNG CHILDREN AND INDIVIDUALS WITH ALZHEIMER'S DISEASE, PROVIDING A THERAPEUTIC AND STIMULATING ENVIRONMENT THAT IS BENEFICIAL FOR BOTH. 39 CLIENTS WERE SERVED DURING THE YEAR.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0193496
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PYOtherRevenueAmt066112
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,835,876
Liabilities
$160,300
Net assets
$3,675,576
Revenue
$2,303,075
Expenses
$2,123,850
Net income
$179,225
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.17$0.19$4.98$3.40$3.22$0.18
2023Detailed filing. Detailed filing data is available for this year.$4.77$0.25$4.53$3.02$2.79$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.28$0.12$4.15$2.33$2.21$0.12
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.83$0.27$4.55$1.26$1.49$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.77$0.55$4.21$2.46$2.41$0.05
2019Summary only. Only limited summary data is available for this year.$4.31$0.17$4.13$2.75$2.36$0.38
2018Detailed filing. Detailed filing data is available for this year.$3.84$0.16$3.68$2.30$2.12$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.17$3.47$2.22$2.00$0.22
2016Detailed filing. Detailed filing data is available for this year.$3.29$0.14$3.16$1.96$1.74$0.21
2015Detailed filing. Detailed filing data is available for this year.$3.10$0.14$2.96$1.90$1.69$0.21
2014Detailed filing. Detailed filing data is available for this year.$2.91$0.12$2.79$1.52$1.61$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.90$0.13$2.77$2.11
2012Summary only. Only limited summary data is available for this year.$3.11$0.16$2.95$1.44$1.96$0.52
2011Summary only. Only limited summary data is available for this year.$3.59$0.12$3.46$1.63$1.78$0.15