Civic Intelligence

Alzheimer'S Orange County

990 • Fiscal year 2020 • EIN 95-3702013

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 01, 2020

Organization ProfileWWW.ALZOC.ORG

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

54th percentile

0.27x

Higher debt load relative to assets than 54% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.43x

Higher debt load relative to revenue than 61% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

21st percentile

-7.5%

Higher net margin than 21% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

75th percentile

$273,901

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

8th percentile

-7.4%

Faster asset growth than 8% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

29th percentile

-8.3%

Faster revenue growth than 29% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$13,272,717

Down $1,056,114 (-7.4%) from 2019

Net Assets

Down

$9,738,910

Down $524,891 (-5.1%) from 2019

Liabilities

Down

$3,533,807

Down $531,223 (-13%) from 2019

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin21st percentile

Revenue

Down

$8,179,516

Down $736,994 (-8.3%) from 2019

Expenses

Down

$8,791,815

Down $521,445 (-5.6%) from 2019

Net Income

Down

-$612,299

Down $215,549 (-54%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2020

Assets$13,272,717
Liabilities$3,533,807
Net Assets$9,738,910
Open 2020 Filing

Operations Trend

Revenue Growth29th 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

2020

Revenue$8,179,516
Expenses$8,791,815
Net Income-$612,299
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 1, 2020
Return Version
2019v5.1
Gross Receipts
$8,312,258
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$3,249,605$5,659,145▲ $2,409,540
Cash and Non-Interest-Bearing Accounts$4,465,134$1,933,220▼ $2,531,914
Land, Buildings, and Equipment, Net$1,903,091$1,785,070▼ $118,021
Pledges and Grants Receivable$962,266$673,655▼ $288,611
Accounts Receivable$433,308$319,152▼ $114,156
Prepaid Expenses and Deferred Charges$39,716$230,515▲ $190,799
Total Assets$14,328,831$13,272,717▼ $1,056,114
Other Assets Total$3,275,711$2,671,960▼ $603,751
Liabilities
Other Liabilities$3,313,231$2,828,402▼ $484,829
Accounts Payable and Accrued Expenses$751,799$592,582▼ $159,217
Deferred Revenue-$112,823-
Total Liabilities$4,065,030$3,533,807▼ $531,223
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,393,302$8,982,214▼ $411,088
Net Assets With Donor Restrictions$870,499$756,696▼ $113,803
Total Net Assets Fund Balance$10,263,801$9,738,910▼ $524,891
Total Liabilities and Net Assets / Fund Balance$14,328,831$13,272,717▼ $1,056,114

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,143,625$1,629,489$2,773,114
Equipment$134,262$1,049,803$1,184,065
Leasehold Improvements$353,891$174,985$528,876
Land$153,292-$153,292
Other Assets Org$2,591,725--
Other Securities$2,844,083--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James McaleerPresident/CEOFT$265,921$7,980$273,901

Board Members and Trustees

NameTitle
Jody Hudson CtfaChair
Alec AbbottVice Chair
Jacqueline Dupont-carlson PhdBoard Development
Ashleigh Aitken EsqBoard Member
Beverly NewtonBoard Member
Burton YoungBoard Member
Charlene JessupBoard Member
Dennis KuhlBoard Member
Dung Trinh MdBoard Member
Edward SchrumBoard Member
Gary TuckerBoard Member
Harry CrowellBoard Member
Jeannie LawrenceBoard Member
Judith Garfi-partridgeBoard Member
Mark HalesBoard Member
Martha Sanchez-cannadyBoard Member
Marty Burbank Jd LlmBoard Member
Melvin BennerBoard Member
Michael LancasterBoard Member
Michael SanchezBoard Member
Michelle EgererBoard Member
Patricia SoldanoBoard Member
Sheldon M Lewin Lcsw MbaBoard Member
Sonia Garcia-francia MaBoard Member
Terence Offenberger Md MbaBoard Member
Lawrence HartleySecretary
Sandy L ThomasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,023,249
Program Service Revenue
$3,890,217
Investment Income
$151,158
Other Revenue
$114,892
All Other Contributions
$3,686,654
Change in Net Assets
$-612,299

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,179,516
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$249,997
Total Revenue per Audited Statements
$8,429,513
Total Revenue per Form 990
$8,179,516
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,015,280
Other Expenses$3,772,125
Total Fundraising Expense$443,414
Grants and Similar Amounts Paid$4,410
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,605,985$171,918$189,110$3,967,013
Fees for Services Other$1,460,976$49,687$54,656$1,565,319
Occupancy$988,158$62,353$68,588$1,119,099
Other Employee Benefits$356,721$19,037$20,941$396,699
Current Officers, Directors, Trustees, and Key Employees$263,241$33,322$36,654$333,217
Payroll Taxes$287,520$14,681$16,150$318,351
Depreciation Depletion$207,783$4,636$5,099$217,518
Advertising$159,689$17,911$19,703$197,303
Office Expenses$164,046$12,570$13,825$190,441
Conferences and Meetings$44,438$4,448$4,892$53,778
Other Expenses$30,089$2,248$2,473$34,810
Grants to Domestic Orgs$4,410--$4,410
Interest$2,176--$2,176
Total Functional Expenses$7,945,296$403,105$443,414$8,791,815

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,954,404
Expenses per Audited Statements$8,791,815
Total Expenses per Form 990$8,791,815
Expenses Not Reported on Form 990$162,589
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 Gross Income$153,350
Fundraising Direct Expenses$94,781
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Visionary Woman$102,406$57,954$28,975$28,979
Gala$245,000$30,639$15,548$15,091
Total Events$489,393$152,799$94,781$58,018
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$2,697,963
Due to Related Party$130,439
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Draft for 6-30-20 is presented to the executive committee of the bod/finance committee and accepted by executive committee/bod vote.”

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

“All board and senior staff are given a compiance form to complete. Once returned, it is reviewed by the executive board and filed with the main office - annually.”

Form 990, Part VI, Section B, Line 15

“Wage adjustments/bonus goals are presented to the board for approval & inclusion in the budget for the fiscal year. The compensation committee reviews performance against goals, validates, & recommends compensation to the executive committee for implementation.”

Form 990, Part VI, Section C, Line 18

“Form 1023 and form 990 are made available upon request.”

Form 990, Part VI, Section C, Line 19

“Governing documents, the conflict of interest policy, and the financial statement are made available upon request.”

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
2020-12-01
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 784,659. Management and general expenses 49,687. Fundraising expenses 54,656. Total expenses 889,002. Transportation: program service expenses 676,317. Management and general expenses 0. Fundraising expenses 0. Total expenses 676,317.”

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 accompanying 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, 2019 and 2018.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Rental and other expenses presented net 37,961.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental and other expenses presented net 37,961.”

Raw XML AppendixShowing 400 of 728 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/Form990PartVIISectionAGrp/PersonNm5DENNIS KUHL
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IRS990/Form990PartVIISectionAGrp/PersonNm7JACQUELINE DUPONT-CARLSON PHD
IRS990/Form990PartVIISectionAGrp/PersonNm8SANDY L THOMAS
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IRS990/Form990PartVIISectionAGrp/PersonNm10JUDITH GARFI-PARTRIDGE
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IRS990/Form990PartVIISectionAGrp/PersonNm12EDWARD SCHRUM
IRS990/Form990PartVIISectionAGrp/PersonNm13SHELDON M LEWIN LCSW MBA
IRS990/Form990PartVIISectionAGrp/PersonNm14BURTON YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm15GARY TUCKER
IRS990/Form990PartVIISectionAGrp/PersonNm16TERENCE OFFENBERGER MD MBA
IRS990/Form990PartVIISectionAGrp/PersonNm17MICHELLE EGERER
IRS990/Form990PartVIISectionAGrp/PersonNm18MELVIN BENNER
IRS990/Form990PartVIISectionAGrp/PersonNm19HARRY CROWELL
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IRS990/Form990PartVIISectionAGrp/PersonNm21MICHAEL LANCASTER
IRS990/Form990PartVIISectionAGrp/PersonNm22JEANNIE LAWRENCE
IRS990/Form990PartVIISectionAGrp/PersonNm23BEVERLY NEWTON
IRS990/Form990PartVIISectionAGrp/PersonNm24MICHAEL SANCHEZ
IRS990/Form990PartVIISectionAGrp/PersonNm25MARTHA SANCHEZ-CANNADY
IRS990/Form990PartVIISectionAGrp/PersonNm26PATRICIA SOLDANO
IRS990/Form990PartVIISectionAGrp/PersonNm27JAMES MCALEER
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
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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/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
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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/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt25BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt26BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt27PRESIDENT/CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0336595
IRS990/FundraisingDirectExpensesAmt094781
IRS990/FundraisingGrossIncomeAmt0153350
IRS990/GainOrLossGrp/SecuritiesAmt056081
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt04410
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt04410
IRS990/GrantsToDomesticOrgsGrp/TotalAmt04410
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt08312258
IRS990/GrossRentsGrp/RealAmt063588
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InterestGrp/ProgramServicesAmt02176
IRS990/InterestGrp/TotalAmt02176
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt095077
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt095077
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03249605
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05659145
IRS990/IRPDocumentCnt065
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02854277
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01903091
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01785070
IRS990/LandBldgEquipCostOrOtherBssAmt04639347
IRS990/LegalDomicileStateCd0CA
IRS990/LessRentalExpensesGrp/RealAmt037961
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt010263801
IRS990/NetAssetsOrFundBalancesEOYAmt09738910
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt056081
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt056081
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt058569
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt058569
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt025627
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt025627
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt086684
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt09393302
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08982214
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt068588
IRS990/OccupancyGrp/ManagementAndGeneralAmt062353
IRS990/OccupancyGrp/ProgramServicesAmt0988158
IRS990/OccupancyGrp/TotalAmt01119099
IRS990/OfficeExpensesGrp/FundraisingAmt013825
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012570
IRS990/OfficeExpensesGrp/ProgramServicesAmt0164046
IRS990/OfficeExpensesGrp/TotalAmt0190441
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt02671960
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt020941
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt019037
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0356721
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0396699
IRS990/OtherExpensesGrp/Desc0DIRECT PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/Desc3BAD DEBT
IRS990/OtherExpensesGrp/FundraisingAmt05637
IRS990/OtherExpensesGrp/FundraisingAmt11701
IRS990/OtherExpensesGrp/FundraisingAmt23985
IRS990/OtherExpensesGrp/FundraisingAmt32473
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05125
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11546
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23623
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32248
IRS990/OtherExpensesGrp/ProgramServicesAmt0274680
IRS990/OtherExpensesGrp/ProgramServicesAmt165806
IRS990/OtherExpensesGrp/ProgramServicesAmt229578
IRS990/OtherExpensesGrp/ProgramServicesAmt330089
IRS990/OtherExpensesGrp/TotalAmt0285442
IRS990/OtherExpensesGrp/TotalAmt169053
IRS990/OtherExpensesGrp/TotalAmt237186
IRS990/OtherExpensesGrp/TotalAmt334810
IRS990/OtherLiabilitiesGrp/BOYAmt03313231
IRS990/OtherLiabilitiesGrp/EOYAmt02828402
IRS990/OtherRevenueMiscGrp/BusinessCd0623990
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt030696
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt030696
IRS990/OtherRevenueTotalAmt030696
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0189110

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,272,717
Liabilities
$3,533,807
Net assets
$9,738,910
Revenue
$8,179,516
Expenses
$8,791,815
Net income
-$612,299
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