Civic Intelligence

Alzheimer'S Greater Los Angeles

EIN 95-3718119 • 501(c)3 • Los Angeles, CA

View Organization Page

Profile

Alzheimer's Greater Los Angeles' mission is to improve the lives of local families affected by Alzheimer's & other dementias by increasing awareness, delivering effective programs & services, providing compassionate support, advocating for quality care and a cure, and supporting local research. 100% of all money raised stays local, allowing us to provide free care and support to the community we serve in Greater Los Angeles.

2922 Crenshaw Blvd 125Los Angeles, CA 90016

www.alzheimersla.org

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.31x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

71st percentile

0.54x

Higher debt load relative to revenue than 71% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

18th percentile

-10%

Higher net margin than 18% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

79th percentile

$317,341

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

79th percentile

17%

Faster asset growth than 79% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

48th percentile

6.4%

Faster revenue growth than 48% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$12,575,051

Up $1,791,005 (+17%) from 2024

Liabilities

Up

$3,845,869

Up $2,893,790 (+304%) from 2024

Net Assets

Down

$8,729,182

Down $1,102,785 (-11%) from 2024

Operations
Liabilities / Revenue71st percentileNet Margin18th percentile

Revenue

Up

$7,091,747

Up $425,806 (+6.4%) from 2024

Expenses

Down

$7,824,052

Down $252,352 (-3.1%) from 2024

Net Income

Up

-$732,305

Up $678,158 (+48%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

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

$15M$10M$5.0M$0Assets 2011: $5,608,347Liabilities 2011: $790,788Net Assets 2011: $4,817,5592011Assets 2012: $6,471,819Liabilities 2012: $738,840Net Assets 2012: $5,732,9792012Assets 2013: $7,270,706Liabilities 2013: $558,599Net Assets 2013: $6,712,1072013Assets 2014: $8,595,027Liabilities 2014: $394,012Net Assets 2014: $8,201,0152014Assets 2015: $11,108,175Liabilities 2015: $503,374Net Assets 2015: $10,604,8012015Assets 2016: $9,715,245Liabilities 2016: $760,523Net Assets 2016: $8,954,7222016Assets 2017: $8,457,773Liabilities 2017: $649,090Net Assets 2017: $7,808,6832017Assets 2018: $6,410,866Liabilities 2018: $691,880Net Assets 2018: $5,718,9862018Assets 2019: $7,114,173Liabilities 2019: $628,224Net Assets 2019: $6,485,9492019Assets 2020: $8,172,952Liabilities 2020: $1,635,380Net Assets 2020: $6,537,5722020Assets 2021: $9,166,540Liabilities 2021: $1,698,678Net Assets 2021: $7,467,8622021Assets 2022: $11,145,402Liabilities 2022: $773,046Net Assets 2022: $10,372,3562022Assets 2023: $11,998,798Liabilities 2023: $1,276,507Net Assets 2023: $10,722,2912023Assets 2024: $10,784,046Liabilities 2024: $952,079Net Assets 2024: $9,831,9672024Assets 2025: $12,575,051Liabilities 2025: $3,845,869Net Assets 2025: $8,729,1822025

Highlighted filing

2025

Assets$12,575,051
Liabilities$3,845,869
Net Assets$8,729,182
Open 2025 Filing

Operations Trend

Revenue Growth48th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $5,977,127Expenses 2011: $4,892,046Net Income 2011: $1,085,0812011Revenue 2012: $6,402,849Expenses 2012: $5,184,141Net Income 2012: $1,218,7082012Revenue 2013: $5,828,423Expenses 2013: $4,843,959Net Income 2013: $984,4642013Revenue 2014: $5,864,965Expenses 2014: $4,901,492Net Income 2014: $963,4732014Revenue 2015: $7,693,965Expenses 2015: $5,380,590Net Income 2015: $2,313,3752015Revenue 2016: $5,410,517Expenses 2016: $6,371,875Net Income 2016: -$961,3582016Revenue 2017: $5,562,518Expenses 2017: $7,460,820Net Income 2017: -$1,898,3022017Revenue 2018: $4,862,988Expenses 2018: $7,178,059Net Income 2018: -$2,315,0712018Revenue 2019: $6,801,666Expenses 2019: $6,009,763Net Income 2019: $791,9032019Revenue 2020: $5,873,028Expenses 2020: $6,306,108Net Income 2020: -$433,0802020Revenue 2021: $5,519,615Expenses 2021: $5,226,860Net Income 2021: $292,7552021Revenue 2022: $9,968,354Expenses 2022: $6,120,142Net Income 2022: $3,848,2122022Revenue 2023: $6,713,922Expenses 2023: $7,077,340Net Income 2023: -$363,4182023Revenue 2024: $6,665,941Expenses 2024: $8,076,404Net Income 2024: -$1,410,4632024Revenue 2025: $7,091,747Expenses 2025: $7,824,052Net Income 2025: -$732,3052025

Highlighted filing

2025

Revenue$7,091,747
Expenses$7,824,052
Net Income-$732,305
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,575,051
Liabilities
$3,845,869
Net assets
$8,729,182
Revenue
$7,091,747
Expenses
$7,824,052
Net income
-$732,305
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.6$3.85$8.73$7.09$7.82$0.73
2024Detailed filing. Detailed filing data is available for this year.$10.8$0.95$9.83$6.67$8.08$1.41
2023Detailed filing. Detailed filing data is available for this year.$12.0$1.28$10.7$6.71$7.08$0.36
2022Detailed filing. Detailed filing data is available for this year.$11.1$0.77$10.4$9.97$6.12$3.85
2021Detailed filing. Detailed filing data is available for this year.$9.17$1.70$7.47$5.52$5.23$0.29
2020Detailed filing. Detailed filing data is available for this year.$8.17$1.64$6.54$5.87$6.31$0.43
2019Detailed filing. Detailed filing data is available for this year.$7.11$0.63$6.49$6.80$6.01$0.79
2018Detailed filing. Detailed filing data is available for this year.$6.41$0.69$5.72$4.86$7.18$2.32
2017Detailed filing. Detailed filing data is available for this year.$8.46$0.65$7.81$5.56$7.46$1.90
2016Summary only. Only limited summary data is available for this year.$9.72$0.76$8.95$5.41$6.37$0.96
2015Detailed filing. Detailed filing data is available for this year.$11.1$0.50$10.6$7.69$5.38$2.31
2014Summary only. Only limited summary data is available for this year.$8.60$0.39$8.20$5.86$4.90$0.96
2013Summary only. Only limited summary data is available for this year.$7.27$0.56$6.71$5.83$4.84$0.98
2012Summary only. Only limited summary data is available for this year.$6.47$0.74$5.73$6.40$5.18$1.22
2011Summary only. Only limited summary data is available for this year.$5.61$0.79$4.82$5.98$4.89$1.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 29, 2025
Return Version
2024v5.2
Gross Receipts
$11,718,699
Mission and Program Overview

Mission

To 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.

Our mission is to improve the lives of local families affected by Alzheimers & other dementias by increasing awareness, delivering effective programs & services, providing compassionate support, advocating for quality care and a cure, and supporting local research.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,347,045$3,668,071▼ $1,678,974
Investments Other Securities$2,531,283$2,420,501▼ $110,782
Pledges and Grants Receivable$1,729,181$1,422,067▼ $307,114
Savings and Temporary Cash Investments$304,101$1,010,950▲ $706,849
Cash and Non-Interest-Bearing Accounts$303,677$360,212▲ $56,535
Land, Buildings, and Equipment, Net$255,674$345,705▲ $90,031
Accounts Receivable$110,108$265,004▲ $154,896
Prepaid Expenses and Deferred Charges$149,990$167,636▲ $17,646
Intangible Assets$52,987$92,243▲ $39,256
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Inventories for Sale or Use-$0-
Total Assets$10,784,046$12,575,051▲ $1,791,005
Other Assets Total-$2,822,662-
Liabilities
Other Liabilities$63,296$2,856,011▲ $2,792,715
Accounts Payable and Accrued Expenses$644,412$742,635▲ $98,223
Deferred Revenue$244,371$247,223▲ $2,852
Total Liabilities$952,079$3,845,869▲ $2,893,790
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,245,526$6,523,432▼ $1,722,094
Net Assets With Donor Restrictions$1,586,441$2,205,750▲ $619,309
Total Net Assets Fund Balance$9,831,967$8,729,182▼ $1,102,785
Total Liabilities and Net Assets / Fund Balance$10,784,046$12,575,051▲ $1,791,005

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$192,605$138,161$330,766
Leasehold Improvements$118,170$2,578$120,748
Other Land Buildings$29,930$6,484$36,414
Land$5,000--
Other Assets Org$2,822,662--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather Cooper OrtnerPresident & CEOFT$291,588$24,973$317,341
Bret Coman SchaeferCOOFT$229,371$29,747$258,338
Steven KlappholzChief Philan officFT$216,146$11,400$228,326
Cathleen Laddchief of staffFT$173,166$23,701$196,087
Jennifer SchlesingerVP, Healthcare SvcFT$141,162$14,492$155,654
Debra Lynn Cherryexecutive VPFT$122,833$23,766$146,599
Barbra McLendonsr. direct. publicFT$120,401$6,020$126,421

Board Members and Trustees

NameTitle
Jeffrey Glassmanco-chair
Susan Lordco-chair
Jacqueline Maciaspast co-chair
Alan HartlyDirector
Dung Trinch MDDirector
Elliot SainerDirector
Helena Chui MDDirector
Hon Barbara R JohnsonDirector
Karl J SchulzeDirector
Kenneth ChiateDirector
Kirk MoodyDirector
Mark S LibermanDirector
Matthew ReidDirector
Niloo BedroodDirector
Robert HirschDirector
Susan Hirsch WohlDirector
Susan LevinDirector
Winston GreeneDirector
Zaldy STan MD MPHDirector
Randi JonesSecretary
Lisa ChalfinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,628,180
Program Service Revenue
$24,572
Investment Income
$936,655
Other Revenue
$-497,660
All Other Contributions
$4,516,828
Change in Net Assets
$-732,305

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded4$405,058Fair Market Value (FMV)
Total Noncash Contributions4$405,058-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,032,333
Revenue Not Reported on Financial Statements
$59,414
Revenue Not Reported on Form 990
$1,234,914
Total Revenue per Audited Statements
$8,267,247
Total Revenue per Form 990
$7,091,747
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,662,030
Other Expenses$2,007,175
Total Fundraising Expense$1,038,702
Grants and Similar Amounts Paid$154,847
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,797,341$139,630$465,148$3,402,119
Current Officers, Directors, Trustees, and Key Employees$1,174,781$58,640$195,345$1,428,766
Advertising$200,587$157,440$45,382$403,409
Payroll Taxes$283,906$14,687$48,943$347,536
Other Employee Benefits$261,158$18,128$59,193$338,479
Payments to Affiliates$290,152--$290,152
Occupancy$180,890$7,880$31,720$220,490
Information Technology$165,831$9,993$43,759$219,583
Grants to Domestic Individuals$154,847--$154,847
Pension Plan Contributions$111,977$7,773$25,380$145,130
Fees for Services Accounting-$59,500-$59,500
Fees for Service Investment Mgmnt Fees-$59,414-$59,414
All Other Expenses$15,794$1,315$41,439$58,548
Fees for Services Other$22,169$28,834$3,336$54,339
Fees for Services Legal$21,428$27,869$3,224$52,521
Insurance$36,304$1,596$5,523$43,423
Other Expenses$21,594$2,350$14,518$38,462
Travel$28,949$2,536$5,892$37,377
Interest--$32,109$32,109
Office Expenses--$180$180
Total Functional Expenses$6,174,702$610,648$1,038,702$7,824,052

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$9,370,032
Total Expenses per Form 990$7,824,052
Expenses per Audited Statements$7,764,638
Expenses Not Reported on Form 990$1,605,394
Expenses Not Reported on Financial Statements$59,414
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$622,460
Fundraising Gross Income$116,106
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
dinner$795,663$100,407$327,013$-226,606
luncheon$168,978$15,699$90,061$-74,362
Total Events$1,121,540$116,106$622,460$-506,354
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liabilities$2,856,011
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 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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“A draft of the Form 990 is circulated to the audit committee prior to submission to the Board of Directors for their comments/questions. Revisions are made as necessary. The Form 990 is then submitted to the Board of Directors at least 48 hours prior to submission to the IRS.”

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

“Board and staff members sign a conflict of interest statement annually and are periodically reminded of the importance of disclosing any conflict of interest.”

Form 990, Part VI, Section B, Line 15A

“ALZLA has a compensation committee that determines the status of the CEOs compensation. The committee includes key and independent board members. Outside information is used, in combination with the performance of the employee to determine the rate of pay.”

Form 990, Part VI, Section C, Line 19

“The ALZLAs most recently filed audit and Form 990 are posted on the ALZLAs website. Documents are also at the headquarters location upon request.”

Filing and Contact Details

Filer

Filer Name
Alzheimers Greater Los Angeles
EIN
95-3718119
Phone
3239383379
Address
2922 CRENSHAW BLVD 125, Los Angeles, CA 90016

Signing Officer

Name
Bret Schaefer
Title
COO
Signed
2025-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bret Schaefer
Formed
1981
Legal Domicile
CA
Voting Board Members
20
Independent Board Members
20
Employees
61
Volunteers
33

Preparer

Firm
Boggeln & Company Inc
Address
215 1/2 Main Street, Huntington Beach, CA 92648
Preparer
Cheri L Boggeln
Phone
7143747434
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“ALZLA is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d.Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by ALZLA in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. ALZLAs returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“fundraising expenses $622461”

Part XII, Line 2D: Other expenses and losses per audited F/S

“fundraising expenses $622461”

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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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