Civic Intelligence

Alzheimer'S Orange County

990 • Fiscal year 2019 • EIN 95-3702013

Jul 01, 2018 to Jun 30, 2019 • Filed on Jun 15, 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

58th percentile

0.28x

Higher debt load relative to assets than 58% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

66th percentile

0.46x

Higher debt load relative to revenue than 66% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

24th percentile

-4.4%

Higher net margin than 24% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

75th percentile

$273,901

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

31st percentile

-0.5%

Faster asset growth than 31% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

94th percentile

98%

Faster revenue growth than 94% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$14,328,831

Down $70,414 (-0.5%) from 2018

Net Assets

Up

$10,263,801

Up $265,972 (+2.7%) from 2018

Liabilities

Down

$4,065,030

Down $336,386 (-7.6%) from 2018

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin24th percentile

Revenue

Up

$8,916,510

Up $4,417,585 (+98%) from 2018

Expenses

Up

$9,313,260

Up $3,194,521 (+52%) from 2018

Net Income

Up

-$396,750

Up $1,223,064 (+76%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2019

Assets$14,328,831
Liabilities$4,065,030
Net Assets$10,263,801
Open 2019 Filing

Operations Trend

Revenue Growth94th 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

2019

Revenue$8,916,510
Expenses$9,313,260
Net Income-$396,750
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jun 15, 2020
Return Version
2018v3.1
Gross Receipts
$16,580,998
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
Cash and Non-Interest-Bearing Accounts$452,292$4,465,134▲ $4,012,842
Investments Other Securities$4,056,998$3,249,605▼ $807,393
Land, Buildings, and Equipment, Net$8,018,883$1,903,091▼ $6,115,792
Pledges and Grants Receivable$1,131,405$962,266▼ $169,139
Accounts Receivable$166,137$433,308▲ $267,171
Other Notes and Loans Receivable, Net$241,333--
Receivable From Disqualified Prsn$56,333--
Prepaid Expenses and Deferred Charges$132,722$39,716▼ $93,006
Total Assets$14,399,245$14,328,831▼ $70,414
Other Assets Total$143,142$3,275,711▲ $3,132,569
Liabilities
Unsecured Notes Loans Payable$3,955,881$3,313,231▼ $642,650
Accounts Payable and Accrued Expenses$363,500$751,799▲ $388,299
Deferred Revenue$82,035--
Total Liabilities$4,401,416$4,065,030▼ $336,386
Net Assets / Fund Balance
Unrestricted Net Assets$9,660,004$9,393,302▼ $266,702
Temporarily Rstr Net Assets$337,825$870,499▲ $532,674
Total Net Assets Fund Balance$9,997,829$10,263,801▲ $265,972
Total Liabilities and Net Assets / Fund Balance$14,399,245$14,328,831▼ $70,414

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,196,419$1,559,687-
Land$156,768--
Equipment$153,267$956,693-
Leasehold Improvements$396,637$120,379-
Other Assets Org$3,206,993--
Other Securities$1,342,842--
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
Dennis KuhlBoard Member
Dung Trinh MdBoard Member
Edward SchrumBoard Member
Jacqueline Dupont-carlson PhdBoard Member
Judith Garfi-partridgeBoard Member
Karen InmanBoard Member
Marty Burbank Jd LlmBoard Member
Michael LancasterBoard Member
Michelle EgererBoard Member
Patricia Ann GamboaBoard Member
Sheldon M Lewin Lcsw MbaBoard Member
Sonia Garcia-francia MaBoard Member
Terence Offenberger Md MbaBoard Member
Vincent D Nguyen Do CmdBoard Member
Lawrence HartleySecretary
Sandy L ThomasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,182,950
Program Service Revenue
$3,352,503
Investment Income
$2,001,212
Other Revenue
$379,845
All Other Contributions
$2,862,347
Change in Net Assets
$-396,750

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,916,510
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$263,549
Total Revenue per Audited Statements
$9,180,059
Total Revenue per Form 990
$8,916,510
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,686,556
Other Expenses$4,617,150
Total Fundraising Expense$574,533
Grants and Similar Amounts Paid$9,554
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$3,270,096$170,800$183,577$3,624,473
Fees for Services Other$1,659,736$123,501$135,851$1,919,088
Occupancy$947,043$61,894$68,083$1,077,020
Other Employee Benefits$419,572$23,288$25,617$468,477
Depreciation Depletion$333,679$21,402$23,542$378,623
Payroll Taxes$289,526$14,371$15,808$319,705
Current Officers, Directors, Trustees, and Key Employees$216,382$27,390$30,129$273,901
Interest$203,636$20,965$23,061$247,662
Advertising$171,099$20,658$22,724$214,481
Office Expenses$142,660$11,122$12,234$166,016
Conferences and Meetings$66,215$7,369$8,105$81,689
Other Expenses$35,351$2,575$2,833$40,759
Grants to Domestic Orgs$9,554--$9,554
Total Functional Expenses$8,212,511$526,216$574,533$9,313,260

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$9,512,372
Expenses per Audited Statements$9,313,260
Total Expenses per Form 990$9,313,260
Expenses Not Reported on Form 990$199,112
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$363,494
Fundraising Direct Expenses$207,391
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$375,812$221,579$98,966$122,613
Visionary Woman$78,426$55,693$36,647$19,046
Total Events$684,097$363,494$207,391$156,103
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 OrgDENNIS KUHL, IS ON OUR BOD & CHAIRMAN OF ANGELS BASEBALL - AOC HAS A CONTRACT WITH ANGELS BASEBALL, LLP FOR $200K TO PROVIDE ADVERTISING, MARKETING, & PROMOTION OF WALKS AND AOC NIGHT; AND HAVE A WALK AT ANGELS STADIUM. MR. KUHL DID NOT RECEIVE INCOME DIRECTLY FROM AOC; THIS CONTRACT IS WITH ANGELS BASEBALL (NEIL VISERTO, SENIOR DIRECTOR OF CORPORATE SPONSORSHIPS AT ANGELS BASEBALL AND AOC).No-

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$56,333--
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Draft for 6-30-19 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
2020-06-15
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
129
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 777,397. Management and general expenses 44,508. Fundraising expenses 48,959. Total expenses 870,864. Transportation: program service expenses 882,339. Management and general expenses 78,993. Fundraising expenses 86,892. Total expenses 1,048,224.”

FORM 990, PART XI, LINE 9:

“Addition of acacia net assets 598,284.”

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 91,775.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental and other expenses presented net 91,775.”

Raw XML AppendixShowing 400 of 671 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/BOYAmt0363500
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0751799
IRS990/AccountsReceivableGrp/BOYAmt0166137
IRS990/AccountsReceivableGrp/EOYAmt0433308
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SERVICES TO PATIENTS AND FAMILIES
IRS990/AdvertisingGrp/FundraisingAmt022724
IRS990/AdvertisingGrp/ManagementAndGeneralAmt020658
IRS990/AdvertisingGrp/ProgramServicesAmt0171099
IRS990/AdvertisingGrp/TotalAmt0214481
IRS990/AllOtherContributionsAmt02862347
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JUVI DENEVE
IRS990/BooksInCareOfDetail/PhoneNum09497573773
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02515 MCCABE WAY 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0IRVINE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092614
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd01
IRS990/CashNonInterestBearingGrp/BOYAmt0452292
IRS990/CashNonInterestBearingGrp/EOYAmt04465134
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt030129
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt027390
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0216382
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0273901
IRS990/CompDisqualPersonsGrp/FundraisingAmt0183577
IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt0170800
IRS990/CompDisqualPersonsGrp/ProgramServicesAmt03270096
IRS990/CompDisqualPersonsGrp/TotalAmt03624473
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt08105
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt07369
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt066215
IRS990/ConferencesMeetingsGrp/TotalAmt081689
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContriRptFundraisingEventAmt0320603
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03182950
IRS990/CYGrantsAndSimilarPaidAmt09554
IRS990/CYInvestmentIncomeAmt02001212
IRS990/CYOtherExpensesAmt04617150
IRS990/CYOtherRevenueAmt0379845
IRS990/CYProgramServiceRevenueAmt03352503
IRS990/CYRevenuesLessExpensesAmt0-396750
IRS990/CYSalariesCompEmpBnftPaidAmt04686556
IRS990/CYTotalExpensesAmt09313260
IRS990/CYTotalFundraisingExpenseAmt0574533
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08916510
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt082035
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt023542
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt021402
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0333679
IRS990/DepreciationDepletionGrp/TotalAmt0378623
IRS990/Desc0FAMILY EDUCATION - WE OFFER A VARIETY OF CLASSES AND WORKSHOPS FOR THOSE WITH MEMORY LOSS CONCERNS, FAMILIES, CAREGIVERS AND THE COMMUNITY. ALL CLASSES ARE OFFERED FREE OF CHARGE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DonatedServicesAndUseFcltsAmt0-3473
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0129
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02335890
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/FundraisingAmt0135851
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0123501
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01659736
IRS990/FeesForServicesOtherGrp/TotalAmt01919088
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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/AverageHoursPerWeekRt1840.00
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/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/OtherCompensationAmt187980
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL LANCASTER
IRS990/Form990PartVIISectionAGrp/PersonNm1JODY HUDSON CTFA
IRS990/Form990PartVIISectionAGrp/PersonNm2LAWRENCE HARTLEY
IRS990/Form990PartVIISectionAGrp/PersonNm3ALEC ABBOTT
IRS990/Form990PartVIISectionAGrp/PersonNm4SONIA GARCIA-FRANCIA MA
IRS990/Form990PartVIISectionAGrp/PersonNm5DENNIS KUHL
IRS990/Form990PartVIISectionAGrp/PersonNm6SHELDON M LEWIN LCSW MBA
IRS990/Form990PartVIISectionAGrp/PersonNm7JACQUELINE DUPONT-CARLSON PHD
IRS990/Form990PartVIISectionAGrp/PersonNm8SANDY L THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm9DUNG TRINH MD
IRS990/Form990PartVIISectionAGrp/PersonNm10JUDITH GARFI-PARTRIDGE
IRS990/Form990PartVIISectionAGrp/PersonNm11MARTY BURBANK JD LLM
IRS990/Form990PartVIISectionAGrp/PersonNm12EDWARD SCHRUM
IRS990/Form990PartVIISectionAGrp/PersonNm13PATRICIA ANN GAMBOA
IRS990/Form990PartVIISectionAGrp/PersonNm14KAREN INMAN
IRS990/Form990PartVIISectionAGrp/PersonNm15VINCENT D NGUYEN DO CMD
IRS990/Form990PartVIISectionAGrp/PersonNm16TERENCE OFFENBERGER MD MBA
IRS990/Form990PartVIISectionAGrp/PersonNm17MICHELLE EGERER
IRS990/Form990PartVIISectionAGrp/PersonNm18JAMES 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/ReportableCompFromOrgAmt18265921
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/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 MEMBER
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/TitleTxt18PRESIDENT/CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0320603
IRS990/FundraisingDirectExpensesAmt0207391
IRS990/FundraisingGrossIncomeAmt0363494
IRS990/GainOrLossGrp/OtherAmt01888796
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt09554
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt09554
IRS990/GrantsToDomesticOrgsGrp/TotalAmt09554
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt09254118
IRS990/GrossReceiptsAmt016580998
IRS990/GrossRentsGrp/RealAmt0315517
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InterestGrp/FundraisingAmt023061
IRS990/InterestGrp/ManagementAndGeneralAmt020965
IRS990/InterestGrp/ProgramServicesAmt0203636
IRS990/InterestGrp/TotalAmt0247662
IRS990/InvestmentIncomeGrp/ExclusionAmt0112416
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0112416
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04056998
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03249605
IRS990/IRPDocumentCnt057
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02636759
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08018883
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01903091
IRS990/LandBldgEquipCostOrOtherBssAmt04539850
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt07365322
IRS990/LessRentalExpensesGrp/RealAmt091775
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/NetAssetsOrFundBalancesBOYAmt09997829
IRS990/NetAssetsOrFundBalancesEOYAmt010263801
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01888796
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01888796
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0156103
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0156103
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0223742
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0223742
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt067911
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt068083
IRS990/OccupancyGrp/ManagementAndGeneralAmt061894
IRS990/OccupancyGrp/ProgramServicesAmt0947043
IRS990/OccupancyGrp/TotalAmt01077020
IRS990/OfficeExpensesGrp/FundraisingAmt012234
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011122
IRS990/OfficeExpensesGrp/ProgramServicesAmt0142660
IRS990/OfficeExpensesGrp/TotalAmt0166016
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0143142
IRS990/OtherAssetsTotalGrp/EOYAmt03275711
IRS990/OtherChangesInNetAssetsAmt0598284
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt025617
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt023288
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0419572
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0468477
IRS990/OtherExpensesGrp/Desc0DIRECT PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3BAD DEBT
IRS990/OtherExpensesGrp/FundraisingAmt013587
IRS990/OtherExpensesGrp/FundraisingAmt17403
IRS990/OtherExpensesGrp/FundraisingAmt21979
IRS990/OtherExpensesGrp/FundraisingAmt32833
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012352
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16730
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21799
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32575
IRS990/OtherExpensesGrp/ProgramServicesAmt0336093
IRS990/OtherExpensesGrp/ProgramServicesAmt155243
IRS990/OtherExpensesGrp/ProgramServicesAmt256626
IRS990/OtherExpensesGrp/ProgramServicesAmt335351
IRS990/OtherExpensesGrp/TotalAmt0362032
IRS990/OtherExpensesGrp/TotalAmt169376
IRS990/OtherExpensesGrp/TotalAmt260404
IRS990/OtherExpensesGrp/TotalAmt340759
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0241333
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt015808
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014371
IRS990/PayrollTaxesGrp/ProgramServicesAmt0289526
IRS990/PayrollTaxesGrp/TotalAmt0319705
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01131405
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0962266
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0132722
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt039716
IRS990/PrincipalOfficerNm0JAMES MCALEER
IRS990/ProfessionalFundraisingInd01
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/Desc0WORKSHOPS/CONFERENCES
IRS990/ProgramServiceRevenueGrp/Desc1SOUTH COUNTY ADULT DAY SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03111683
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1240820
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03111683
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1240820
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/ExpenseAmt04922824
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt03121683
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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0532496
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt045533
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0421301
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt016903
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02617278
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04800
IRS990/PYInvestmentIncomeAmt0353133
IRS990/PYOtherExpensesAmt02679170
IRS990/PYOtherRevenueAmt0199740
IRS990/PYProgramServiceRevenueAmt01328774
IRS990/PYRevenuesLessExpensesAmt0-1619814
IRS990/PYSalariesCompEmpBnftPaidAmt03434769
IRS990/PYTotalExpensesAmt06118739
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04498925
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt056333
IRS990/ReconcilationRevenueExpnssAmt0-396750
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt0223742
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0168384
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03181721
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02698926
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03646889
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02912623
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02097897
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt014538056
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0112416
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0295265
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0297399
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0216111

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,328,831
Liabilities
$4,065,030
Net assets
$10,263,801
Revenue
$8,916,510
Expenses
$9,313,260
Net income
-$396,750
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
2019Detailed filing. Detailed filing data is available for this year.$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