Civic Intelligence

Alzheimer'S Orange County

990 • Fiscal year 2015 • EIN 95-3702013

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 11, 2016

Organization ProfileWWW.ALZ.ORG/OC

View Organization Page

2515 Mccabe Way No 200Irvine, CA 92614

(949) 955-9000

Siviq Scores

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

Liabilities / Assets

40th percentile

0.14x

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

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

81st percentile

1.18x

Higher debt load relative to revenue than 81% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

3rd percentile

-108%

Higher net margin than 3% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

66th percentile

$221,854

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

7th percentile

-12%

Faster asset growth than 7% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

4th percentile

-55%

Faster revenue growth than 4% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$16,754,688

Down $2,389,203 (-12%) from 2014

Net Assets

Down

$14,369,133

Down $2,196,482 (-13%) from 2014

Liabilities

Down

$2,385,555

Down $192,721 (-7.5%) from 2014

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin3rd percentile

Revenue

Down

$2,024,518

Down $2,511,812 (-55%) from 2014

Expenses

Up

$4,221,000

Up $137,264 (+3.4%) from 2014

Net Income

Down

-$2,196,482

Down $2,649,076 (-585%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$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

2015

Assets$16,754,688
Liabilities$2,385,555
Net Assets$14,369,133
Open 2015 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$2,024,518
Expenses$4,221,000
Net Income-$2,196,482
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 11, 2016
Return Version
2014v6.0
Gross Receipts
$5,672,973
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
Land, Buildings, and Equipment, Net$7,172,115$7,801,200▲ $629,085
Investments Other Securities$7,589,348$5,965,207▼ $1,624,141
Pledges and Grants Receivable$2,970,658$2,399,311▼ $571,347
Cash and Non-Interest-Bearing Accounts$1,000,479$324,954▼ $675,525
Accounts Receivable$174,508$200,599▲ $26,091
Savings and Temporary Cash Investments$93,463--
Prepaid Expenses and Deferred Charges$143,320$63,417▼ $79,903
Total Assets$19,143,891$16,754,688▼ $2,389,203
Liabilities
Accounts Payable and Accrued Expenses$2,578,276$2,134,742▼ $443,534
Mortgage Notes Payable Secured by Investment Property-$250,813-
Total Liabilities$2,578,276$2,385,555▼ $192,721
Net Assets / Fund Balance
Unrestricted Net Assets$13,623,424$12,331,669▼ $1,291,755
Temporarily Rstr Net Assets$2,942,191$2,037,464▼ $904,727
Total Net Assets Fund Balance$16,565,615$14,369,133▼ $2,196,482
Total Liabilities and Net Assets / Fund Balance$19,143,891$16,754,688▼ $2,389,203

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,941,805$122,758$5,064,563
Land$2,622,000-$2,622,000
Equipment$189,569$144,634$334,203
Other Land Buildings$47,826$25,103$72,929
Other Securities$2,070,514--
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James McaleerPresident/CEOFT$187,956$33,898$221,854

Board Members and Trustees

NameTitle
Michelle EgererChairman of the Board
Michael LancasterVice-chair
Charles Kellerman Md CmdBoard Member
Chris Duma MdBoard Member
Dennis KuhlBoard Member
Gregory MechBoard Member
Jacqueline Dupont PhdBoard Member
Jane TerryBoard Member
Jeannie LawrenceBoard Member
Jody Hudson CtfaBoard Member
Kim CunninghamBoard Member
Mark HalesBoard Member
Mary BorgBoard Member
Paul NinefeldtBoard Member
Richard Marr JrBoard Member
Tony AllenBoard Member
David MacinnisMember at Large
Lawrence HartleySecretary
David PlourdeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,097,897
Program Service Revenue
$119,672
Investment Income
$236,573
Other Revenue
$-429,624
All Other Contributions
$1,772,523
Change in Net Assets
$-2,196,482

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,024,518
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$19,028
Total Revenue per Audited Statements
$2,043,546
Total Revenue per Form 990
$2,024,518
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,220,906
Other Expenses$1,985,094
Total Fundraising Expense$526,041
Grants and Similar Amounts Paid$15,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,384,618$107,171$167,532$1,659,321
Advertising$410,083$30,282$20,744$461,109
Fees for Services Other$235,020$11,303$104,672$350,995
Current Officers, Directors, Trustees, and Key Employees$165,558$23,651$47,303$236,512
Occupancy$130,256$76,166$26,785$233,207
Office Expenses$139,897$9,817$26,862$176,576
Depreciation Depletion$132,184$11,822$27,839$171,845
Other Employee Benefits$138,977$11,207$18,339$168,523
Payroll Taxes$128,129$10,771$17,650$156,550
Conferences and Meetings$75,421$5,755$25,110$106,286
Other Expenses$24,815$2,206$5,194$32,215
Fees for Services Accounting$14,616$1,307$3,078$19,001
All Other Expenses$5,219$9,541$2,000$16,760
Grants to Domestic Individuals$15,000--$15,000
Total Functional Expenses$3,328,453$366,506$526,041$4,221,000

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,240,028
Expenses per Audited Statements$4,221,000
Total Expenses per Form 990$4,221,000
Expenses Not Reported on Form 990$19,028
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$218,594
Fundraising Gross Income$140,565
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$299,555$87,500$9,301$78,199
Visionary Women/reason to Hope$158,319$45,000$5,311$39,689
Total Events$465,939$140,565$218,594$-78,029
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
Dennis KuhlBoard Member of Organization and Chairman of Angels BaseballDENNIS KUHL, IS ON OUR BOD & CHAIRMAN OF ANGELS BASEBALL- AAOC HAS A 1 YEAR CONTRACT WITH ANGELS BASEBALL, LLP FOR $139,500 PER YEAR TO FEATURE WALKS SPONSOR SPANISH RADIO ANNOUNCEMENTS AAOC SET UP A CONCOURSE TABLE ON GAME DAYS PARTICIPATE IN GO PURPLE WEEK AND HAVE A WALK AT ANGELS STADIUM. DENNIS DID NOT RECEIVE INCOME DIRECTLY FROM AAOC THIS CONTRACT IS WITH ANGELS BASEBALL (NEIL VISERTO, SENIOR DIRECTOR OF CORPORATE SPONSORSHIPS AT ANGELS BASEBALL AND AAOC).No-
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
No
Business relationship with organization members
Yes
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 11

“Draft for 6-30-15 is scheduled to be presented to the executive committee of the bod/finance committee and to be accepted by executive committee/bod vote.”

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

“All board and senior staff are given a compliance 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

“Aaoc uses: 1) compensation review committee, 2) comparability data for orange county, 3) salary surveys. Compensation is validated and approved by the executive committee and the full board of directors. 4) aaoc national staff participates in the review. Additionally, the organization reviewed all the staff positions with comparable data. Each position and rate range was reviewed by an independent consultant.”

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 financial statement are made available upon request.”

Form 990, Part VIII, Line 1D

“Related organizations: alzheimer's and national have entered into a shared fundraising agreement (the agreement). The intent of the agreement is to coordinate and unify their fundraising efforts in orange county. As a result, the parties will share certain revenues that each generates, in accordance with the terms of the agreement. The organization made net payments to national of $352,070 and $1,342,980 for the years ended june 30, 2015 and 2014, respectively.”

Filing and Contact Details

Filer

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

Signing Officer

Name
James Mcaleer
Title
CEO
Phone
9499559000
Signed
2016-01-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Mcaleer
Formed
1982
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
19
Employees
54
Volunteers
100

Preparer

Firm
Hbla Certified Public Accountants Inc
Address
19600 FAIRCHILD STE 320, IRVINE, CA 92612
Preparer
Edward E Benoe
Phone
9498332815
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Donated services excluded from expenses -19,028.”

FORM 990, PART XII, LINE 2C:

“The audit committee has not changed its oversight or selection process during the year.”

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
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02578276
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02134742
IRS990/AccountsReceivableGrp/BOYAmt0174508
IRS990/AccountsReceivableGrp/EOYAmt0200599
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SERVICES TO PATIENTS AND FAMILIES
IRS990/AdvertisingGrp/FundraisingAmt020744
IRS990/AdvertisingGrp/ManagementAndGeneralAmt030282
IRS990/AdvertisingGrp/ProgramServicesAmt0410083
IRS990/AdvertisingGrp/TotalAmt0461109
IRS990/AllOtherContributionsAmt01772523
IRS990/AllOtherExpensesGrp/FundraisingAmt02000
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt09541
IRS990/AllOtherExpensesGrp/ProgramServicesAmt05219
IRS990/AllOtherExpensesGrp/TotalAmt016760
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JUVI DENEVE
IRS990/BooksInCareOfDetail/PhoneNum09497573716
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02515 MCCABE WAY 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0IRVINE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092614
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd01
IRS990/BusinessRlnWithOrgMemInd01
IRS990/CashNonInterestBearingGrp/BOYAmt01000479
IRS990/CashNonInterestBearingGrp/EOYAmt0324954
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt047303
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt023651
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0165558
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0236512
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt025110
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt05755
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt075421
IRS990/ConferencesMeetingsGrp/TotalAmt0106286
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt0325374
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02097897
IRS990/CYGrantsAndSimilarPaidAmt015000
IRS990/CYInvestmentIncomeAmt0236573
IRS990/CYOtherExpensesAmt01985094
IRS990/CYOtherRevenueAmt0-429624
IRS990/CYProgramServiceRevenueAmt0119672
IRS990/CYRevenuesLessExpensesAmt0-2196482
IRS990/CYSalariesCompEmpBnftPaidAmt02220906
IRS990/CYTotalExpensesAmt04221000
IRS990/CYTotalFundraisingExpenseAmt0526041
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02024518
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt027839
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt011822
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0132184
IRS990/DepreciationDepletionGrp/TotalAmt0171845
IRS990/Desc0FAMILY EDUCATION- SERVICES FOR INDIVIDUALS EXPERIENCING MEMORY LOSS AND THEIR FAMILIES. 1.) HELPLINE 24/7: TELEPHONE SUPPORT, INFORMATION, EDUCATION, EMOTIONAL SUPPORT & RESOURCE REFERRALS 2.) CONSULTATION: FAMILY CONFERENCE, CARE PLANNING & LINKAGE TO COMMUNITY SERVICES AND SUPPORT GROUPS IN ENGLISH, SPANISH, VIETNAMESE & KOREAN 3.) EDUCATION ABOUT THE DISEASE, CAREGIVING AND RESEARCH 4.) MEMORIES IN THE MAKING PROGRAM MEDIC ALERT & SAFE RETURN & TRIAL MATCH.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonatedServicesAndUseFcltsAmt019028
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt054
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01693462
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt03078
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01307
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt014616
IRS990/FeesForServicesAccountingGrp/TotalAmt019001
IRS990/FeesForServicesOtherGrp/FundraisingAmt0104672
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt011303
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0235020
IRS990/FeesForServicesOtherGrp/TotalAmt0350995
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd01
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt54.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt64.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt74.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt84.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt94.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt104.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt114.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt124.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt134.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt144.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt154.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt164.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt174.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt184.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt199898
IRS990/Form990PartVIISectionAGrp/PersonNm0TONY ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm1MARY BORG
IRS990/Form990PartVIISectionAGrp/PersonNm2MARK HALES
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL LANCASTER
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID MACINNIS
IRS990/Form990PartVIISectionAGrp/PersonNm5DENNIS KUHL
IRS990/Form990PartVIISectionAGrp/PersonNm6RICHARD MARR JR
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID PLOURDE
IRS990/Form990PartVIISectionAGrp/PersonNm8MICHELLE EGERER
IRS990/Form990PartVIISectionAGrp/PersonNm9KIM CUNNINGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm10CHRIS DUMA MD
IRS990/Form990PartVIISectionAGrp/PersonNm11JANE TERRY
IRS990/Form990PartVIISectionAGrp/PersonNm12CHARLES KELLERMAN MD CMD
IRS990/Form990PartVIISectionAGrp/PersonNm13LAWRENCE HARTLEY
IRS990/Form990PartVIISectionAGrp/PersonNm14JACQUELINE DUPONT PHD
IRS990/Form990PartVIISectionAGrp/PersonNm15JODY HUDSON CTFA
IRS990/Form990PartVIISectionAGrp/PersonNm16GREGORY MECH
IRS990/Form990PartVIISectionAGrp/PersonNm17PAUL NINEFELDT
IRS990/Form990PartVIISectionAGrp/PersonNm18JEANNIE LAWRENCE
IRS990/Form990PartVIISectionAGrp/PersonNm19JAMES MCALEER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19211956
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19PRESIDENT/CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0325374
IRS990/FundraisingDirectExpensesAmt0218594
IRS990/FundraisingGrossIncomeAmt0140565
IRS990/GainOrLossGrp/OtherAmt0-4210
IRS990/GainOrLossGrp/SecuritiesAmt052431
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt015000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt015000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt015000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03478082
IRS990/GrossReceiptsAmt05672973
IRS990/GrossRentsGrp/RealAmt0475
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0188352
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0188352
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt07589348
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05965207
IRS990/IRPDocumentCnt033
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0292495
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07172115
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07801200
IRS990/LandBldgEquipCostOrOtherBssAmt08093695
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt04210
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03425651
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ELIMINATE ALZHEIMER'S DISEASE THROUGH THE ADVANCEMENT OF RESEARCH TO PROVIDE AND ENHANCE CARE AND SUPPORT FOR ALL AFFECTED AND TO REDUCE THE RISK OF DEMENTIA THROUGH THE PROMOTION OF BRAIN HEALTH.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0250813
IRS990/NetAssetsOrFundBalancesBOYAmt016565615
IRS990/NetAssetsOrFundBalancesEOYAmt014369133
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt048221
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt048221
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-78029
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-78029
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0475
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0475
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt07218
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt026785
IRS990/OccupancyGrp/ManagementAndGeneralAmt076166
IRS990/OccupancyGrp/ProgramServicesAmt0130256
IRS990/OccupancyGrp/TotalAmt0233207
IRS990/OfficeExpensesGrp/FundraisingAmt026862
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09817
IRS990/OfficeExpensesGrp/ProgramServicesAmt0139897
IRS990/OfficeExpensesGrp/TotalAmt0176576
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-19028
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt018339
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011207
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0138977
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0168523
IRS990/OtherExpensesGrp/Desc0DIRECT PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1RESEARCH
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt028822
IRS990/OtherExpensesGrp/FundraisingAmt14111
IRS990/OtherExpensesGrp/FundraisingAmt25194
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012610
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt142897
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22206
IRS990/OtherExpensesGrp/ProgramServicesAmt0138706
IRS990/OtherExpensesGrp/ProgramServicesAmt1162938
IRS990/OtherExpensesGrp/ProgramServicesAmt227016
IRS990/OtherExpensesGrp/ProgramServicesAmt324815
IRS990/OtherExpensesGrp/TotalAmt0180138
IRS990/OtherExpensesGrp/TotalAmt1162938
IRS990/OtherExpensesGrp/TotalAmt274024
IRS990/OtherExpensesGrp/TotalAmt332215
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0SHARED FUNDRAISING - NATIONAL
IRS990/OtherRevenueMiscGrp/ExclusionAmt0-352070
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-352070
IRS990/OtherRevenueTotalAmt0-352070
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0167532
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0107171
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01384618
IRS990/OtherSalariesAndWagesGrp/TotalAmt01659321
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt017650
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010771
IRS990/PayrollTaxesGrp/ProgramServicesAmt0128129
IRS990/PayrollTaxesGrp/TotalAmt0156550
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02970658
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02399311
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0143320
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt063417
IRS990/PrincipalOfficerNm0JAMES MCALEER
IRS990/ProfessionalFundraisingInd01
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0WORKSHOPS/CONFERENCES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0119672
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0119672
IRS990/ProgSrvcAccomActy2Grp/Desc0PROFESSIONAL EDUCATION: EDUCATION FOR THE COMMUNITY CAREGIVERS & PROFESSIONALS ON TOPICS TO INCLUDE: MEMORY LOSS, HEALTHY AGING COMMUNICATIONS & BEHAVIORS, CARE OPTIONS, LEGAL & FINANCIAL ACTIVITY-BASED ALZHEIMER'S CARE & RESEARCH UPDATES. CEU'S AVAILABLE TO PROFESSIONALS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0844650
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0119672
IRS990/ProgSrvcAccomActy3Grp/Desc0OUTREACH & ADVOCACY: INCREASE PUBLIC AWARENESS OF THE DISEASE AND ADVOCATE FOR IMPROVED PUBLIC POLICY. THE ALZHEIMER'S ASSOCIATION IS THE LEADING VOICE FOR ALZHEIMER'S DISEASE ADVOCACY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0790341
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05381875
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt016495
IRS990/PYInvestmentIncomeAmt0387708
IRS990/PYOtherExpensesAmt02014630
IRS990/PYOtherRevenueAmt0-1350188
IRS990/PYProgramServiceRevenueAmt0116935
IRS990/PYRevenuesLessExpensesAmt0452594
IRS990/PYSalariesCompEmpBnftPaidAmt02052611
IRS990/PYTotalExpensesAmt04083736
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04536330
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-2196482
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0475
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt093463

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,754,688
Liabilities
$2,385,555
Net assets
$14,369,133
Revenue
$2,024,518
Expenses
$4,221,000
Net income
-$2,196,482
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
2015Detailed filing. Detailed filing data is available for this year.$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