Totals
- Total revenue
- $6,608,471
- Total expenses
- $3,402,684
- Contributions and grants received
- $6,528,735
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $75,603
- Other revenue
- $4,133
- Total assets, end of year
- $8,220,364
- Total liabilities, end of year
- $1,030,542
- Net assets or fund balances, end of year
- $7,189,822
- Program services expenses (Part IX)
- $2,602,423
- Management and general expenses
- $116,354
- Fundraising expenses
- $683,907
- Program service expenses (Part III)
- $2,602,423
Program services were 76.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$532,028
-
1e · Government grants (contributions)
$202,054
-
1f · All other contributions, gifts and grants
$5,794,653
-
1g · Noncash contributions included above
$20,504
-
3 · Investment income
total $75,603 · excluded $75,603
-
8a · Fundraising events: gross income
$165,826
-
8a · Fundraising events: contributions included on line 1c
$532,028
-
8b · Fundraising events: direct expenses
$163,164
-
8c · Net income from fundraising events
total $2,662 · excluded $2,662
-
9a · Gaming: gross income
$1,471
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $1,471 · excluded $1,471
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $160,748 · program services $112,568 · management and general $16,018 · fundraising $32,162
-
7 · Other salaries and wages
total $1,877,427 · program services $1,394,366 · management and general $48,216 · fundraising $434,845
-
8 · Pension plan contributions
total $33,148 · program services $25,568 · management and general $3,261 · fundraising $4,319
-
9 · Other employee benefits
total $210,986 · program services $162,742 · management and general $20,753 · fundraising $27,491
-
10 · Payroll taxes
total $155,123 · program services $112,640 · management and general $5,760 · fundraising $36,723
-
11c · Fees: accounting
total $69,264 · program services $51,256 · management and general $2,770 · fundraising $15,238
-
11g · Fees: other
total $253,802 · program services $202,950 · management and general $2,207 · fundraising $48,645
-
12 · Advertising and promotion
total $66,288 · program services $63,660 · management and general $601 · fundraising $2,027
-
13 · Office expenses
total $209,741 · program services $195,615 · management and general $4,749 · fundraising $9,377
-
16 · Occupancy
total $178,839 · program services $132,340 · management and general $7,154 · fundraising $39,345
-
17 · Travel
total $14,148 · program services $10,660 · management and general $491 · fundraising $2,997
-
22 · Depreciation, depletion and amortization
total $21,964 · program services $16,252 · management and general $879 · fundraising $4,833
-
23 · Insurance
total $23,070 · program services $17,070 · management and general $925 · fundraising $5,075
-
24a · Other expenses: EQUIPMENT RENTAL/MAINT.
total $80,471 · program services $63,646 · management and general $2,018 · fundraising $14,807
-
24b · Other expenses: OTHER EXPENSES
total $31,070 · program services $30,470 · management and general $342 · fundraising $258
-
24c · Other expenses: DUES AND SUBSCRIPTIONS
total $15,296 · program services $9,486 · management and general $45 · fundraising $5,765
-
24d · Other expenses: EVENTS
total $1,299 · program services $1,134 · management and general $165 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $655,204 · end of year $190,705
-
2 · Savings and temporary cash investments
beginning of year $3,068,664 · end of year $4,548,041
-
3 · Pledges and grants receivable
beginning of year $37,728 · end of year $2,357,515
-
4 · Accounts receivable
beginning of year $18,000 · end of year $68,743
-
9 · Prepaid expenses and deferred charges
beginning of year $31,747 · end of year $29,389
-
10a · Land, buildings and equipment: cost or other basis
$148,678
-
10b · Land, buildings and equipment: accumulated depreciation
$132,817
-
10c · Land, buildings and equipment, net
beginning of year $37,824 · end of year $15,861
-
12 · Investments: other securities
beginning of year $250,351 · end of year $266,761
-
15 · Other assets
beginning of year $896,772 · end of year $743,349
-
17 · Accounts payable and accrued expenses
beginning of year $200,926 · end of year $235,273
-
25 · Other liabilities
beginning of year $944,807 · end of year $795,269
-
27 · Net assets without donor restrictions
beginning of year $3,493,096 · end of year $6,923,061
-
28 · Net assets with donor restrictions
beginning of year $357,461 · end of year $266,761
Mission and programs · 2023
Mission
TO ENHANCE THE QUALITY OF LIFE OF THOSE AFFECTED BY ALL DEMENTIAS IN SAN DIEGO COUNTY THROUGH SUPPORTIVE SERVICES, EDUCATION, SOCIAL CONNECTION, AND COMMUNITY AWARENESS.
Activities or mission (Part I)
TO ENHANCE THE QUALITY OF LIFE OF THOSE AFFECTED BY ALL DEMENTIAS IN SAN DIEGO COUNTY.
-
ALZHEIMER'S SAN DIEGO IS LOCALLY GOVERNED AND FUNDED BY THE COMMUNITY WE SERVE. ALZHEIMER'S SAN DIEGO IS DEDICATED TO PROVIDING THE EDUCATION, SUPPORT, AND COMPASSION CARE PARTNERS NEED TO ENSURE THE BEST POSSIBLE OUTCOME FOR BOTH THE PERSON LIVING WITH DEMENTIA, AND THEMSELVES. SINCE ITS CREATION IN 2015, ALZHEIMER'S SAN DIEGO HAS PROVIDED INNOVATIVE SUPPORT SERVICES THAT ARE TAILOR-MADE FOR THE UNIQUE NEEDS OF THE SAN DIEGO COMMUNITY COMPLETELY FREE OF CHARGE. SEE SCHEDULE O FOR ADDITIONAL PROGRAM SERVICE ACCOMPLISHMENTS.PROGRAM SERVICE ACCOMPLISHMENTS: THE DIVERSE RANGE OF DEMENTIA-SPECIFIC SERVICES INCLUDE CLINICAL SERVICES, THE TEAM OF EXPERIENCED CLINICAL PROFESSIONALS SERVES AS A RESOURCE TO THE COMMUNITY, HELPING FAMILIES UNDERSTAND THE DISEASE AND ITS SYMPTOMS, ASSISTING WITH LOCAL RESOURCES, CONNECTING FAMILIES TO NEEDED SERVICES AND PROVIDING EMOTIONAL SUPPORT. THESE EXPERTS ARE AVAILABLE TO ANSWER QUESTIONS, PROVIDE IN-DEPTH GUIDANCE, PERSONALIZED CONSULTATION, AND FACILITATE FAMILY MEETINGS. ALZCOMPANIONS: ALZHEIMER'S SAN DIEGO PROVIDES FAMILY CAREGIVERS WHAT THEY NEED MOST A BREAK. THE ONLY VOLUNTEER-BASED, DEMENTIA-SPECIFIC RESPITE PROGRAM IN SOUTHERN CALIFORNIA AND THE LARGEST PROGRAM OF ITS KIND IN THE COUNTRY, ALZCOMPANIONS PAIRS FAMILIES WITH TRAINED COMPANION VOLUNTEERS WHO PROVIDE REGULAR FRIENDLY VISITS, FOCUSING ON COMPANIONSHIP AND SOCIALIZATION. EARLY STAGE SERVICES - SPECIALIZED EDUCATIONAL SUPPORT PROGRAMS ARE AVAILABLE FOR FAMILIES LEARNING TO LIVE WITH A NEW DEMENTIA DIAGNOSIS. THESE PROGRAMS ARE DESIGNED TO HELP THEM UNDERSTAND THE DISEASE, PLAN FOR THE FUTURE, COPE WITH CHANGES BROUGHT ON BY THE DISEASE, AND BUILD CONNECTIONS WITH OTHERS ON THE SAME JOURNEY. IN ADDITION TO OFFERING SUPPORTIVE PROGRAMS, ALZHEIMER'S SAN DIEGO ALSO ADVOCATES FOR IMPROVED TREATMENTS AND QUALITY CARE AND PLAYS A LEADERSHIP ROLE IN THE SAN DIEGO COMMUNITY, WITH KEY COLLABORATIONS AND PARTNERSHIPS, INCLUDING A LEADERSHIP ROLE IN THE COUNTY ALZHEIMER'S PROJECT, ADDRESSING THE IMPACT OF ALZHEIMER'S, IMPROVED CARE, CURE & SUPPORT, AS WELL AS THE DEVELOPMENT OF COLLABORATION4CURE, AN UNPRECEDENTED LOCAL INITIATIVE BRINGING TOGETHER RESEARCH INSTITUTES TO ADVANCE LOCAL ALZHEIMER'S DRUG DISCOVERY.
Expenses $1,661,634
-
EDUCATION - ALZHEIMER'S SAN DIEGO IS THE LEADING SOURCE FOR DEMENTIA-RELATED EDUCATION IN SAN DIEGO COUNTY, OFFERING CLASSES AND WORKSHOPS ON MORE THAN 25 DIFFERENT TOPICS SUCH AS LIVING WITH MEMORY LOSS, CHANGING RELATIONSHIPS AND INTIMACY, DEMENTIA 101, AND SAFETY AT HOME. SUPPORT AND DISCUSSION GROUPS - ALZHEIMER'S SAN DIEGO CURRENTLY OFFERS MORE CAREGIVER SUPPORT GROUPS THAN ANY OTHER LOCAL PROVIDER - HELD IN ENGLISH, SPANISH, AND KOREAN. GROUPS PROVIDE REGULAR OPPORTUNITIES TO FIND COMFORT, GAIN HOPE AND STRENGTH, WHILE LEARNING FROM OTHER CAREGIVERS WHO UNDERSTAND WHAT THEY ARE GOING THROUGH.
Expenses $582,694
-
SOCIAL ACTIVITIES AND OUTINGS - THESE EXCITING AND COGNITIVELY STIMULATING ACTIVITIES ARE DESIGNED TO ENCOURAGE STAYING ACTIVE, BEING SOCIAL, AND CONNECTING WITH OTHERS - FOR BOTH PEOPLE LIVING WITH DEMENTIA AND THEIR CARE PARTNERS. ACTIVITIES FOCUS ON POSITIVE EXPERIENCES WHILE ALSO TEACHING CAREGIVERS TECHNIQUES AND STRATEGIES THAT CAN BE USED AT HOME.
Expenses $358,095
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Claudia MazanecCLAUDIA MAZANEC
CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Ann OwensANN OWENS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Judy WenkerJUDY WENKER
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Vince KingsleyVINCE KINGSLEY
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Kimberly MendozaKIMBERLY MENDOZA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Bari BerkmanBARI BERKMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Carlo CecchettoCARLO CECCHETTO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Linda ChoLINDA CHO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Dr Abraham ChyungDR ABRAHAM CHYUNG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Inez ThomasINEZ THOMAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Bill GoreBILL GORE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Susan GuerraSUSAN GUERRA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Herb LibermanHERB LIBERMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Derrick WalshDERRICK WALSH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Jill MendlenJILL MENDLEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Tasneem VakhariaTASNEEM VAKHARIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Katrina Deleon MDKATRINA DELEON MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Eugenia WelchEUGENIA WELCH
PRESIDENT/CEO
- Total calculated
- $201,255
- From this org
- $170,751
- From related orgs
- $0
- Other
- $30,504
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $153,169
- Bonus
- $17,582
- Other
- $0
- Deferred
- $13,963
- Nontaxable benefits
- $16,541
- Filer's total
- $201,255
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 20 January 2025
- IRS schema version
- 2023v6.0
- Source object
- 202500209349301420
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