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← ALZHEIMERS ORANGE COUNTY

Form 990 for tax year 2024

Filed by ALZHEIMERS ORANGE COUNTY.

Totals

Total revenue
$6,468,941
Total expenses
$6,284,343
Contributions and grants received
$3,214,157
Grants paid
$0
Program service revenue
$2,978,171
Investment income
$28,519
Other revenue
$248,094
Total assets, end of year
$5,585,911
Total liabilities, end of year
$2,422,060
Net assets or fund balances, end of year
$3,163,851
Program services expenses (Part IX)
$5,730,851
Management and general expenses
$276,746
Fundraising expenses
$276,746
Program service expenses (Part III)
$5,730,851

Program services were 91.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LAWRENCE HARTLEY

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    4

  • ROBERT ORTEGA

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    4

  • ROBIN RICHTER

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • DUNG TRINH

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • MATTHEW STEIN

    ADHOC

    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

  • MARTY SCHWARTZMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4

  • BURTON YOUNG

    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

  • JOSHUA MONS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4

  • PATRICIA SOLDANO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4

  • DIANE MONDINI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4

  • JACQUE DUPONT-CARLSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4

  • YVETTE KELLEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4

  • MIRIAM ROMO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4

  • ALISON HOEVEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4

  • JAMES MCALEER III

    PRESIDENT/CEO

    Total calculated
    $410,569
    From this org
    $399,840
    From related orgs
    $0
    Other
    $10,729
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $307,840
    Bonus
    $92,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $10,729
    Filer's total
    $410,569

  • JUVI DE NEVE

    COO/CFO

    Total calculated
    $115,000
    From this org
    $115,000
    From related orgs
    $0
    Other
    $0
    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.

  • SOCAL SENIOR SERVICES LLC

    SOUTH COUNTY ADULT DAY SERVICES IS A LICENSED ADULT DAY CENTER · CA · income $57,681

    Directly controlled by ALZHEIMER'S ORANGE COUNTY

  • NORTH COUNTY SENIOR SERVICES LLC

    NORTH COUNTY ADULT DAY SERVICES IS A LICENSED ADULT DAY CENTER · CA · income $3,047,564

    Directly controlled by ALZHEIMER'S ORANGE COUNTY

  • CENTRAL COUNTY SENIOR SERVICES LLC

    OPERATOR OF LICENSED RESIDENTIAL CARE FACILITIES FOR THE ELDERLY. · CA · income $369,173

    Directly controlled by ALZHEIMER'S ORANGE COUNTY

Provenance

Return type
form_990
Tax year
2024
Filed
27 March 2026
IRS schema version
2024v5.5
Source object
202630869349301328

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