Civic Intelligence

Alzheimer'S Orange County

EIN 95-3702013 • 501(c)3 • Irvine, CA

View Organization Page

Profile

The mission of alzheimer's orange county (aoc) 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

2515 Mccabe Way No 200Irvine, CA 92614
Siviq Scores

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

Liabilities / Assets

76th percentile

0.43x

Higher debt load relative to assets than 76% of similar nonprofits.

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

Liabilities / Revenue

69th percentile

0.37x

Higher debt load relative to revenue than 69% of similar nonprofits.

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

Net Margin

46th percentile

2.9%

Higher net margin than 46% of similar nonprofits.

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

Top Officer Pay

93rd percentile

$410,569

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

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

Asset Growth

22nd percentile

-3.9%

Faster asset growth than 22% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

17th percentile

-16%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$5,812,997

Up $888,563 (+18%) from 2023

Liabilities

Up

$2,833,744

Up $5,114 (+0.2%) from 2023

Net Assets

Up

$2,979,253

Up $883,449 (+42%) from 2023

Operations
Liabilities / Revenue69th percentileNet Margin46th percentile

Revenue

Down

$7,656,496

Down $4,062,710 (-35%) from 2023

Expenses

Down

$6,773,047

Down $6,643,088 (-50%) from 2023

Net Income

Up

$883,449

Up $2,580,378 (+152%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

$30M$20M$10M$0Assets 2011: $2,939,040Liabilities 2011: $1,076,947Net Assets 2011: $1,862,0932011Assets 2012: $2,340,052Liabilities 2012: $666,995Net Assets 2012: $1,673,0572012Assets 2013: $26,873,080Liabilities 2013: $11,357,311Net Assets 2013: $15,515,7692013Assets 2014: $19,143,891Liabilities 2014: $2,578,276Net Assets 2014: $16,565,6152014Assets 2015: $16,754,688Liabilities 2015: $2,385,555Net Assets 2015: $14,369,1332015Assets 2016: $16,984,522Liabilities 2016: $4,144,238Net Assets 2016: $12,840,2842016Assets 2017: $15,923,596Liabilities 2017: $4,322,556Net Assets 2017: $11,601,0402017Assets 2018: $14,399,245Liabilities 2018: $4,401,416Net Assets 2018: $9,997,8292018Assets 2019: $14,328,831Liabilities 2019: $4,065,030Net Assets 2019: $10,263,8012019Assets 2020: $13,272,717Liabilities 2020: $3,533,807Net Assets 2020: $9,738,9102020Assets 2021: $22,612,567Liabilities 2021: $7,789,055Net Assets 2021: $14,823,5122021Assets 2022: $11,501,259Liabilities 2022: $7,418,806Net Assets 2022: $4,082,4532022Assets 2023: $4,924,434Liabilities 2023: $2,828,630Net Assets 2023: $2,095,8042023Assets 2024: $5,812,997Liabilities 2024: $2,833,744Net Assets 2024: $2,979,2532024

Highlighted filing

2024

Assets$5,812,997
Liabilities$2,833,744
Net Assets$2,979,253
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $2,664,824Expenses 2011: $2,418,799Net Income 2011: $246,0252011Revenue 2012: $2,614,676Expenses 2012: $2,803,712Net Income 2012: -$189,0362012Revenue 2013: $17,257,925Expenses 2013: $3,295,067Net Income 2013: $13,962,8582013Revenue 2014: $4,536,330Expenses 2014: $4,083,736Net Income 2014: $452,5942014Revenue 2015: $2,024,518Expenses 2015: $4,221,000Net Income 2015: -$2,196,4822015Revenue 2016: $3,151,710Expenses 2016: $4,627,728Net Income 2016: -$1,476,0182016Revenue 2017: $4,731,025Expenses 2017: $6,052,858Net Income 2017: -$1,321,8332017Revenue 2018: $4,498,925Expenses 2018: $6,118,739Net Income 2018: -$1,619,8142018Revenue 2019: $8,916,510Expenses 2019: $9,313,260Net Income 2019: -$396,7502019Revenue 2020: $8,179,516Expenses 2020: $8,791,815Net Income 2020: -$612,2992020Revenue 2021: $18,130,983Expenses 2021: $13,912,341Net Income 2021: $4,218,6422021Revenue 2022: $23,261,000Expenses 2022: $27,861,486Net Income 2022: -$4,600,4862022Revenue 2023: $11,719,206Expenses 2023: $13,416,135Net Income 2023: -$1,696,9292023Revenue 2024: $7,656,496Expenses 2024: $6,773,047Net Income 2024: $883,4492024

Highlighted filing

2024

Revenue$7,656,496
Expenses$6,773,047
Net Income$883,449
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$5,812,997
Liabilities
$2,833,744
Net assets
$2,979,253
Revenue
$7,656,496
Expenses
$6,773,047
Net income
$883,449
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.81$2.83$2.98$7.66$6.77$0.88
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.92$2.83$2.10$11.7$13.4$1.70
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.5$7.42$4.08$23.3$27.9$4.60
2021Detailed filing. Detailed filing data is available for this year.$22.6$7.79$14.8$18.1$13.9$4.22
2020Detailed filing. Detailed filing data is available for this year.$13.3$3.53$9.74$8.18$8.79$0.61
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.3$4.07$10.3$8.92$9.31$0.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.4$4.40$10.00$4.50$6.12$1.62
2017Detailed filing. Detailed filing data is available for this year.$15.9$4.32$11.6$4.73$6.05$1.32
2016Summary only. Only limited summary data is available for this year.$17.0$4.14$12.8$3.15$4.63$1.48
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$2.39$14.4$2.02$4.22$2.20
2014Detailed filing. Detailed filing data is available for this year.$19.1$2.58$16.6$4.54$4.08$0.45
2013Summary only. Only limited summary data is available for this year.$26.9$11.4$15.5$17.3$3.30$14.0
2012Summary only. Only limited summary data is available for this year.$2.34$0.67$1.67$2.61$2.80$0.19
2011Summary only. Only limited summary data is available for this year.$2.94$1.08$1.86$2.66$2.42$0.25
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.2
Gross Receipts
$18,477,239
Mission and Program Overview

Mission

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.

Services to patients and families

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$5,659,145$6,381,278▲ $722,133
Land, Buildings, and Equipment, Net$1,785,070$1,755,568▼ $29,502
Cash and Non-Interest-Bearing Accounts$1,933,220$1,296,250▼ $636,970
Pledges and Grants Receivable$673,655$565,648▼ $108,007
Prepaid Expenses and Deferred Charges$230,515$307,068▲ $76,553
Accounts Receivable$319,152$299,901▼ $19,251
Total Assets$13,272,717$22,612,567▲ $9,339,850
Other Assets Total$2,671,960$12,006,854▲ $9,334,894
Liabilities
Other Liabilities$2,828,402$5,635,881▲ $2,807,479
Mortgage Notes Payable Secured by Investment Property-$977,478-
Accounts Payable and Accrued Expenses$592,582$959,969▲ $367,387
Deferred Revenue$112,823$215,727▲ $102,904
Total Liabilities$3,533,807$7,789,055▲ $4,255,248
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,982,214$14,066,816▲ $5,084,602
Net Assets With Donor Restrictions$756,696$756,696→ $0
Total Net Assets Fund Balance$9,738,910$14,823,512▲ $5,084,602
Total Liabilities and Net Assets / Fund Balance$13,272,717$22,612,567▲ $9,339,850

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,079,472$1,699,532$2,779,004
Equipment$203,735$1,064,714$1,268,449
Leasehold Improvements$322,545$233,879$556,424
Land$149,816-$149,816
Other Assets Org$1,255,000--
Other Securities$3,077,995--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James McaleerPresident / CEOFT$352,706$22,252$374,958

Board Members and Trustees

NameTitle
Alec AbbottChair
Jody Hudson CtfaImmediate Past Chair
Ashleigh Aitken EsqDirector
Burton YoungDirector
Charlene JessupDirector
Dung Trinh MdDirector
Edward SchrumDirector
Erin Fukuto CPADirector
Marty Burbank Jd LlmDirector
Michelle EgererDirector
Robin RichterDirector
Sonia Garca-francia MaDirector
Terence Offenberger Md MbaDirector
Jacqueline Dupont-carlson PhdMember at Large / Board Development
Lawrence HartleySecretary
Sandy L ThomasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,096,271
Program Service Revenue
$7,598,919
Investment Income
$375,539
Other Revenue
$60,254
All Other Contributions
$9,759,676
Change in Net Assets
$4,218,642

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Closely Held Stock1$5,338,823Fair Market Value (FMV)
Total Noncash Contributions1$5,338,823-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,059,066
Other Expenses$5,853,275
Total Fundraising Expense$386,856
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,179,594$135,437$148,981$6,464,012
Occupancy$1,802,122$55,275$53,401$1,910,798
Fees for Services Other$1,729,536$49,857$54,843$1,834,236
Other Employee Benefits$731,222$20,763$22,839$774,824
Payroll Taxes$465,798$14,015$15,417$495,230
Depreciation Depletion$455,786$3,676$4,043$463,505
Current Officers, Directors, Trustees, and Key Employees$256,750$32,500$35,750$325,000
Advertising$165,984$16,051$17,657$199,692
Insurance$154,173$1,558$1,714$157,445
Office Expenses$145,795$4,291$4,720$154,806
Information Technology$97,212$6,067$6,674$109,953
Conferences and Meetings$52,197$1,542$1,697$55,436
Fees for Services Accounting$42,356$3,640$4,004$50,000
Other Expenses$29,591$2,799$3,078$35,468
Interest$21,475--$21,475
Total Functional Expenses$13,167,069$358,416$386,856$13,912,341
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$108,090
Fundraising Direct Expenses$58,295
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$444,685$108,090$58,295$49,795
Total Events$444,685$108,090$58,295$49,795
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Right-of-use Liabilities$5,635,881
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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

“Draft for 6-30-21 will be 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.”

Filing and Contact Details

Filer

Filer Name
ALZHEIMER'S ORANGE COUNTY
EIN
95-3702013
Phone
9499559000
Address
2515 MCCABE WAY NO 200, IRVINE, CA 92614

Signing Officer

Name
James Mcaleer
Title
CEO
Phone
9499559000
Signed
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Mcaleer
Formed
1982
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
135
Volunteers
650

Preparer

Firm
Haskell & White Llp
Address
300 SPECTRUM CENTER DR STE 300, IRVINE, CA 92618
Preparer
Wayne Pinnell
Phone
9494506200
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Professional and contracted services: program service expenses 1,729,536. Management and general expenses 49,857. Fundraising expenses 54,843. Total expenses 1,834,236.”

Part XII, Line 2B

“The organization is currently undergoing an audit for fye 2021.”

Financial Statement Notes

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, 2021 and 2020.”

Raw XML AppendixShowing 400 of 663 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
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IRS990/ActivityOrMissionDesc0SERVICES TO PATIENTS AND FAMILIES
IRS990/AdvertisingGrp/FundraisingAmt017657
IRS990/AdvertisingGrp/ManagementAndGeneralAmt016051
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IRS990/AdvertisingGrp/TotalAmt0199692
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IRS990/Desc0IRVINE COTTAGES SERVES OLDER ADULTS WITH THE MOST DIGNIFIED CARE BY IMPROVING THEIR QUALITY OF LIFE THROUGH PROGRAMMING ACTIVITIES, COMPASSIONATE CARE, AND SERVICES FOR BOTH RESIDENTS AND THEIR FAMILIES.
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IRS990/Form990PartVIISectionAGrp/PersonNm6SONIA GARCA-FRANCIA MA
IRS990/Form990PartVIISectionAGrp/PersonNm7LAWRENCE HARTLEY
IRS990/Form990PartVIISectionAGrp/PersonNm8JODY HUDSON CTFA
IRS990/Form990PartVIISectionAGrp/PersonNm9CHARLENE JESSUP
IRS990/Form990PartVIISectionAGrp/PersonNm10TERENCE OFFENBERGER MD MBA
IRS990/Form990PartVIISectionAGrp/PersonNm11ROBIN RICHTER
IRS990/Form990PartVIISectionAGrp/PersonNm12EDWARD SCHRUM
IRS990/Form990PartVIISectionAGrp/PersonNm13SANDY L THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm14DUNG TRINH MD
IRS990/Form990PartVIISectionAGrp/PersonNm15BURTON YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm16JAMES MCALEER
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IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER AT LARGE / BOARD DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT / CEO
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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0THE MISSION OF ALZHEIMER'S ORANGE COUNTY (AOC) 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
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IRS990/PrincipalOfficerNm0JAMES MCALEER
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2132567
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04441152
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13025200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2132567
IRS990/ProgSrvcAccomActy2Grp/Desc0SOUTH 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03737257
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt03025200
IRS990/ProgSrvcAccomActy3Grp/Desc0OUTREACH & 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.
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IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt02825300
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