Form 990 for tax year 2022

Filed by ALZHEIMERS SAN DIEGO.

Totals

Total revenue: $2,917,722
Total expenses: $3,052,762
Contributions and grants received: $2,927,651
Grants paid: $0
Program service revenue: $0
Investment income: $43,699
Other revenue: -$53,628
Total assets, end of year: $4,996,290
Total liabilities, end of year: $1,145,733
Net assets or fund balances, end of year: $3,850,557
Program services expenses (Part IX): $2,250,867
Management and general expenses: $140,733
Fundraising expenses: $661,162
Program service expenses (Part III): $2,250,867

Program services were 73.7% 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.

1c · Fundraising events

$729,602
1e · Government grants (contributions)

$224,979
1f · All other contributions, gifts and grants

$1,973,070
3 · Investment income

total $23,572 · excluded $23,572
7a · Gross sales of assets other than inventory

securities $2,248,888
7b · Less cost or other basis and sales expenses

securities $2,228,761
7c · Gain or loss

securities $20,127
7d · Net gain or loss

total $20,127 · excluded $20,127
8a · Fundraising events: gross income

$92,723
8a · Fundraising events: contributions included on line 1c

$729,602
8b · Fundraising events: direct expenses

$146,351
8c · Net income from fundraising events

total -$53,628 · excluded -$53,628

Functional expenses

Part IX, the statement of functional expenses.

5 · Compensation of officers, directors and key employees

total $170,929 · program services $119,650 · management and general $17,093 · fundraising $34,186
7 · Other salaries and wages

total $1,737,071 · program services $1,263,504 · management and general $68,302 · fundraising $405,265
8 · Pension plan contributions

total $28,949 · program services $20,947 · management and general $3,432 · fundraising $4,570
9 · Other employee benefits

total $204,771 · program services $148,172 · management and general $24,277 · fundraising $32,322
10 · Payroll taxes

total $147,099 · program services $105,239 · management and general $7,353 · fundraising $34,507
11b · Fees: legal

total $452 · program services $334 · management and general $18 · fundraising $100
11c · Fees: accounting

total $55,473 · program services $41,050 · management and general $2,219 · fundraising $12,204
11d · Fees: lobbying

total $7,980 · program services $7,980
11g · Fees: other

total $125,921 · program services $71,300 · management and general $2,856 · fundraising $51,765
12 · Advertising and promotion

total $45,133 · program services $43,813 · management and general $391 · fundraising $929
13 · Office expenses

total $194,238 · program services $171,352 · management and general $2,707 · fundraising $20,179
16 · Occupancy

total $171,532 · program services $126,933 · management and general $6,862 · fundraising $37,737
17 · Travel

total $14,549 · program services $10,925 · management and general $1,127 · fundraising $2,497
22 · Depreciation, depletion and amortization

total $23,363 · program services $17,288 · management and general $935 · fundraising $5,140
23 · Insurance

total $23,035 · program services $17,046 · management and general $921 · fundraising $5,068
24a · Other expenses: EQUIPMENT RENTAL/MAINTE

total $73,971 · program services $61,606 · management and general $1,898 · fundraising $10,467
24b · Other expenses: OTHER EXPENSES

total $18,816 · program services $18,816 · management and general $0 · fundraising $0
24c · Other expenses: DUES AND SUBSCRIPTIONS

total $5,972 · program services $3,924 · management and general $82 · fundraising $1,966
24d · Other expenses: EVENTS

total $3,508 · program services $988 · management and general $260 · fundraising $2,260

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $2,190,530 · end of year $655,204
2 · Savings and temporary cash investments

beginning of year $1,478,054 · end of year $3,068,664
3 · Pledges and grants receivable

beginning of year $0 · end of year $37,728
4 · Accounts receivable

beginning of year $75,975 · end of year $18,000
9 · Prepaid expenses and deferred charges

beginning of year $27,474 · end of year $31,747
10a · Land, buildings and equipment: cost or other basis

$148,678
10b · Land, buildings and equipment: accumulated depreciation

$110,854
10c · Land, buildings and equipment, net

beginning of year $45,635 · end of year $37,824
12 · Investments: other securities

beginning of year $235,125 · end of year $250,351
15 · Other assets

beginning of year $0 · end of year $896,772
17 · Accounts payable and accrued expenses

beginning of year $147,426 · end of year $200,926
25 · Other liabilities

beginning of year $0 · end of year $944,807
27 · Net assets without donor restrictions

beginning of year $3,599,002 · end of year $3,493,096
28 · Net assets with donor restrictions

beginning of year $306,365 · end of year $357,461

Mission and programs · 2022

Mission

ALZHEIMER'S SAN DIEGO PROVIDES SAN DIEGO FAMILIES WITH CARE AND SUPPORT WHILE SUPPORTING CRITICAL LOCAL RESEARCH FOR A CURE.

Activities or mission (Part I)

PROVIDE SAN DIEGO FAMILIES WITH CARE & SUPPORT WHILE SUPPORTING CRITICAL LOCAL RESEARCH FOR A CURE.

ALZHEIMER'S SAN DIEGO IS LOCALLY GOVERNED AND FUNDED BY THE COMMUNITY WE SERVE. CONTINUING A LEGACY STARTED MORE THAN 35 YEARS AGO, 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 MORE DETAILS OF PROGRAM SERVICES. 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. ALZ COMPANIONS: 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, ALZ COMPANIONS 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 $1,421,122
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 $518,288
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 $311,457

As filed on the 2022 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

$177,672

From this org

$159,928

From related orgs

$0

Other

$17,744

Hours/week

40

Schedule J breakdown matched by us

Base

$159,928

Bonus

$0

Other

$0

Deferred

$2,445

Nontaxable benefits

$15,299

Filer's total

$177,672

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: 2022
Filed: 29 January 2024
IRS schema version: 2022v5.0
Source object: 202410309349300341

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