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Nonprofiteer
← ALZHEIMERS FAMILY SERVICES INC

Form 990 for tax year 2022

Filed by ALZHEIMERS FAMILY SERVICES INC.

Totals

Total revenue
$2,260,406
Total expenses
$2,295,081
Contributions and grants received
$593,290
Grants paid
$0
Program service revenue
$1,667,116
Investment income
$0
Other revenue
$0
Total assets, end of year
$1,489,589
Total liabilities, end of year
$3,402,010
Net assets or fund balances, end of year
-$1,912,421
Program services expenses (Part IX)
$1,416,507
Management and general expenses
$878,574
Fundraising expenses
$0
Program service expenses (Part III)
$1,416,507

Program services were 61.7% 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.

  • 1d · Related organizations

    $270,576

  • 1e · Government grants (contributions)

    $322,679

  • 1f · All other contributions, gifts and grants

    $35

  • 2a · Program service revenue: MEMORY CARE CLINIC

    total $1,667,116 · related or exempt $1,667,116

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $1,119,617 · program services $798,994 · management and general $320,623

  • 8 · Pension plan contributions

    total $2,870 · program services $2,192 · management and general $678

  • 9 · Other employee benefits

    total $95,698 · program services $65,706 · management and general $29,992

  • 10 · Payroll taxes

    total $82,171 · program services $59,143 · management and general $23,028

  • 11g · Fees: other

    total $3,500 · management and general $3,500

  • 12 · Advertising and promotion

    total $947 · management and general $947

  • 13 · Office expenses

    total $62,158 · management and general $62,158

  • 14 · Information technology

    total $5,487 · management and general $5,487

  • 16 · Occupancy

    total $359,082 · program services $289,917 · management and general $69,165

  • 17 · Travel

    total $2,736 · management and general $2,736

  • 20 · Interest

    total $300 · management and general $300

  • 22 · Depreciation, depletion and amortization

    total $57,423 · management and general $57,423

  • 24a · Other expenses: SALARY ALLOCATION

    total $302,537 · management and general $302,537

  • 24b · Other expenses: FOOD AND LAUNDRY

    total $97,394 · program services $97,394

  • 24c · Other expenses: CONTRACT LABOR

    total $88,190 · program services $88,190

  • 24d · Other expenses: DRUGS AND MEDICAL SUPPL

    total $14,971 · program services $14,971

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $42,603 · end of year $43,897

  • 3 · Pledges and grants receivable

    end of year $379,623

  • 4 · Accounts receivable

    beginning of year $2,745 · end of year -$1,034

  • 9 · Prepaid expenses and deferred charges

    end of year $343

  • 10a · Land, buildings and equipment: cost or other basis

    $445,098

  • 10b · Land, buildings and equipment: accumulated depreciation

    $283,890

  • 10c · Land, buildings and equipment, net

    beginning of year $218,631 · end of year $161,208

  • 15 · Other assets

    beginning of year $654,277 · end of year $905,552

  • 17 · Accounts payable and accrued expenses

    beginning of year $100,229 · end of year $102,027

  • 25 · Other liabilities

    beginning of year $2,695,773 · end of year $3,299,983

  • 27 · Net assets without donor restrictions

    beginning of year -$1,877,746 · end of year -$1,912,421

Mission and programs · 2022

Mission

THE PRIMARY MISSION OF ALZHEIMER'S FAMILY SERVICES (AFS) IS TO PROVIDE EMOTIONAL SUPPORT FOR CAREGIVERS OF ALZHEIMERS PATIENTS. THROUGH INDIVIDUAL AND GROUP SESSIONS, THE SKILLED TEAM OF STAFF AND VOLUNTEERS AT AFS EQUIP CAREGIVERS WITH THE NECESSARY (SEE SCHEDULE O) (CONTINUATION FROM PART III, LINE 1) TOOLS TO COPE WITH THEIR LOVED ONE'S ILLNESS. CAREGIVERS CAN BE A SPOUSE, AN ADULT CHILD, OR EVEN A FRIEND. AFS PROVIDES CURRENT AND UPDATED KNOWLEDGE AND TREATMENT INFORMATION TO THE FAMILY. SERVICES ARE PROVIDED COMMENSURATE WITH THE CAPABILITIES OF THE STAFF AND WITH THE KNOWLEDGE AND APPROVAL OF THE BOARD OF DIRECTORS.

Activities or mission (Part I)

THE PRIMARY MISSION OF ALZHEIMERS FAMILY SERVICES (AFS) IS TO PROVIDE (SEE SCHEDULE O) (CONTINUATION FROM PART I, LINE 1) EMOTIONAL SUPPORT FOR CAREGIVERS OF ALZHEIMERS PATIENTS.

  • MEMORY CARE CLINIC: EMBRACES THOSE WITH ALZHEIMER'S DISEASE OR DEMENTIA IN A TRANQUIL, HOME-LIKE SETTING WITH SKILLED STAFF AND INNOVATIVE PROGRAMS DESIGNED TO HELP RESIDENTS MAKE THE MOST OF EACH MOMENT. OPTIMAL LIVING ACCOMMODATIONS HAVE BEEN DESIGNED SPECIFICALLY TO MEET THE UNIQUE NEEDS OF THOSE IMPACTED BY DEMENTIA. THE CENTER OFFERS STATE-OF-THE-ART PRIVATE ROOMS AND DOUBLE-OCCUPANCY ROOMS WITH A MAXIMUM BED CAPACITY LICENSED AT 25 ROOMS WITHIN THE 14,000 SQUARE FOOT RESIDENCE LOCATED AT THE JOYCE GOLDENBERG CAMPUS IN PENSACOLA.

    Expenses $1,416,507 · Revenue $1,667,116

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jefferey M Mislevy

    PRESIDENT/CEO

    Total calculated
    $906,028
    From this org
    $0
    From related orgs
    $885,168
    Other
    $20,860
    Hours/week
    4 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $449,897 related
    Bonus
    $0 + $301,991 related
    Other
    $0 + $133,280 related
    Deferred
    $0 + $20,500 related
    Nontaxable benefits
    $0 + $360 related
    Filer's total
    $0 + $906,028 related

  • Rodney Guttmann

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • Tom Owens

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • Brett Parra

    SECRETARY

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • Kent Skolrood

    TREASURER

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • Dick Appleyard

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • Miller Caldwell III

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • Jamie Campbell

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • Steve Sarros

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • Peter Jennings

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • Kristen McGehee

    COO

    Total calculated
    $271,210
    From this org
    $0
    From related orgs
    $252,920
    Other
    $18,290
    Hours/week
    4 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $220,860 related
    Bonus
    $0 + $26,002 related
    Other
    $0 + $6,058 related
    Deferred
    $0 + $13,110 related
    Nontaxable benefits
    $0 + $5,180 related
    Filer's total
    $0 + $271,210 related

  • Odin Berg

    CSO

    Total calculated
    $433,753
    From this org
    $0
    From related orgs
    $431,257
    Other
    $2,496
    Hours/week
    4 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $205,433 related
    Bonus
    $0 + $97,561 related
    Other
    $0 + $128,263 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $2,496 related
    Filer's total
    $0 + $433,753 related

  • Roland Cleneay

    CFO

    Total calculated
    $403,849
    From this org
    $0
    From related orgs
    $383,130
    Other
    $20,719
    Hours/week
    4 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $303,227 related
    Bonus
    $0 + $63,118 related
    Other
    $0 + $16,785 related
    Deferred
    $0 + $19,135 related
    Nontaxable benefits
    $0 + $1,584 related
    Filer's total
    $0 + $403,849 related

  • Todd Fisher

    COO

    Total calculated
    $250,583
    From this org
    $0
    From related orgs
    $250,434
    Other
    $149
    Hours/week
    4 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $83,519 related
    Bonus
    $0 + $58,332 related
    Other
    $0 + $108,583 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $149 related
    Filer's total
    $0 + $250,583 related

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 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • COVENANT MEMORY CARE CENTER AT THE JOYCE GOLDENBERG CAMPUS LLC

    HEALTH SERVICES · FL · income $2,260,371 · assets $1,417,760

    Directly controlled by ALZHEIMER'S FAMILY SERVICES INC

Provenance

Return type
form_990
Tax year
2022
Filed
6 November 2023
IRS schema version
2022v5.0
Source object
202333189349316343

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