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Nonprofiteer
← ALZHEIMERS ORANGE COUNTY

Form 990 for tax year 2022

Filed by ALZHEIMERS ORANGE COUNTY.

Totals

Total revenue
$11,719,206
Total expenses
$13,416,135
Contributions and grants received
$3,939,279
Grants paid
$0
Program service revenue
$7,221,679
Investment income
$284,606
Other revenue
$273,642
Total assets, end of year
$4,924,434
Total liabilities, end of year
$2,828,630
Net assets or fund balances, end of year
$2,095,804
Program services expenses (Part IX)
$12,518,403
Management and general expenses
$564,561
Fundraising expenses
$333,171
Program service expenses (Part III)
$12,518,403

Program services were 93.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LAWRENCE HARTLEY

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    4

  • SANDY THOMAS

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • ROBIN RICHTER

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • ROBERT ORTEGA

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    4

  • ALEC ABBOTT

    PAST CHAIRMAN

    Total calculated
    $0
    Hours/week
    4

  • ASHLEIGH AITKEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4

  • FRANK CARFIOLI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4

  • MICHELLE EGERER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4

  • SONIA GARCIA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4

  • CHARLENE JESSUP

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4

  • PATTY JUNEAU

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4

  • DIANE MONTGOMERY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4

  • MATTHEW STEIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4

  • ED SCHRUM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4

  • VINCE TIEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4

  • MARTY SCHWARTZMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4

  • BURTON YOUNG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4

  • DUNG TRINH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4

  • JAMES MCALEER III

    PRESIDENT/CEO

    Total calculated
    $430,282
    From this org
    $418,767
    From related orgs
    $0
    Other
    $11,515
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $366,767
    Bonus
    $52,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $11,515
    Filer's total
    $430,282

  • JUVI DE NEVE

    COO/CFO

    Total calculated
    $122,129
    From this org
    $121,629
    From related orgs
    $0
    Other
    $500
    Hours/week
    40

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

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.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
18 March 2024
IRS schema version
2022v5.0
Source object
202410789349300641

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