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ALS Association Orange County Chapter

 3002 Dow Avenue, Unit 204
 Tustin, CA 92780
[P] (714) 285-1088
[F] (714) 285-0305
www.alsaoc.org
[email protected]
Kristin Schlick
FOUNDED: 1987
INCORPORATED: 1987
 Printable 1 Page Summary
 Printable Profile
Organization DBA The ALS Association Orange County Chapter
Former Names --
Organization received a competitive grant from the community foundation in the past five years No
Employer Identification Number 33-0282720 00000

Summary


Mission StatementMORE »

To lead the fight to cure and treat ALS through global cutting-edge research and to empower people with Lou Gehrig's disease and their families to live fuller lives by providing them with compassionate care and support.

Mission Statement

To lead the fight to cure and treat ALS through global cutting-edge research and to empower people with Lou Gehrig's disease and their families to live fuller lives by providing them with compassionate care and support.

FinancialsMORE »

Fiscal Year 2018
Projected Expenses $740,000.00
Projected Revenue $771,000.00

ProgramsMORE »

  • Patient Services
  • Advocacy

Revenue vs. Expense ($000s)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview


Mission Statement

To lead the fight to cure and treat ALS through global cutting-edge research and to empower people with Lou Gehrig's disease and their families to live fuller lives by providing them with compassionate care and support.

Background Statement

The Chapter was started as a grassroots effort by families, friends and caregivers of PALS.  It met the standards for formal affiliation as a Chapter of the national ALS Association in 1987, and is one of thirty-three chapters nationwide.

Impact Statement

Lou Gehrig's disease is a catastrophic event for a patient and family. The disease is striking an increasingly younger population, which now includes primary wage earners.  The cost of maintaining an ALS patient is about $200,000/year, significant portions of which may not be covered by insurance.  The disease is progressive and fatal.  The ALS Association is the only nonprofit organization with a dedicated support service to these patients and families in Orange County, Corona and Norco.

Needs Statement

The ALS Association Orange County Chapter provides funds for equipment loan programs, patient and family support programs, case management, patient advocacy and education, transportation and granted respite -- all free of charge for our families affected by ALS; a disease that currently has no cure. Your participation in this event is a gift that helps us make these programs and services possible for people living with ALS (PALS).

CEO Statement

Patient services provided by the organization directly impact the quality of life for ALS patients and their families.  ALS typically presents a fast-changing set of conditions that vary widely from patient to patient.  Case management offers information, referrals, resources, support, and equipment loans that help both patients and families through the transitions of ALS.

Board Chair Statement

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Other Ways to Donate/Volunteer

Other ways to donate are by mailing checks, online via website, events and in-kind donations.  Volunteer opportunities include events, committees, advocacy, office support, patient support.

Geographic Area Served

In a specific U.S. city, cities, state(s) and/or region.
Central Orange County
West Orange County
South Orange County
North Orange County
The ALS Association-Orange County Chapter serves all of Orange County, CA, Norco and Corona, CA

Organization Categories

  1. Health Care - Patient & Family Support
  2. Health Care - Health Support
  3. Health Care - Health Support

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Programs


Patient Services

The ALS Association's patient Services Department helps patients and their families cope with the day-to-day challenges of living with ALS by providing, case management, medical equipment loans, communication device loans, patient support groups and respite care for families.
Budget  $120,500.00
Category  Health Care, General/Other Health Care Equipment & Supplies Provision
Population Served Adults Families Children and Youth (0 - 19 years)
Program Short-Term Success  Because ALS progresses at an unpredictable and unique rate for every patient, our short term success fall under our Equipment Loan Program. This programs loans out medical equipment to our 160 patients at the time when they are in need of it. A patient will start out needing a cane, and will eventually progress to a motorized wheelchair and communication device. The ALS Association Orange County has all of this equipment, and gives it out on loan free of charge, to a patient. The Association sends out an employee to teach the patient and care giver how to use the equipment, and customizes certain aspects to fit the patient and their needs. Once the patient has no need of it, the equipment is returned and  we preform an evaluation and maintenance if needed before loaning it out again. We partner with a local company to provided 4 home renovations a year.
Program Long-Term Success  In FY 2013-2014 the Chapter served an estimated 84% of ALS patients and their families in Orange County, this comes to 189 cases and we care for 160 patients. We intended to continue our work, maximizing our patients independence, assisting caregivers, who are often overwhelmed and exhausted. We want to increase safety at home for both our patients and their families, by adapting patient's homes to suit their needs.
Program Success Monitored By  To monitor our success we use surveys, support group discussions, and home visits. We use these services monitor how successful our program is and through these touch points we learn additional ways to help our families.
Examples of Program Success 
We care for 160 patients, 97 are male, and 63 are female, and 13 are Veterans. Census tell us that there are 189 people in Orange County diagnosed with ALS. The main accomplishments of our program are best explained by the patients who benefit from it themselves. Han Pfeffer, an ALS patient wrote about what the equipment loan program has done for him and his family.
"I can't thank enough the ALS Association Orange County Chapter for the loan of my scooter and power wheelchair.  The ALS Association gave me my freedom and independance again. Before, our family outings were very exhausting and tiring. Now I can Walk (well "drive") next to my wife and daughters an entire theme park with no problem or exhaustion at all. Being able to preform activities of daily living from my wheelchair is priceless. Thanks to the ALS Association I am able to improve my quality of life.

Advocacy

The Association plays a lead role in advocating for increased public and private policies that respond to the needs of people with ALS. Staff and volunteers assemble, at our annual "Advocacy Days" in Washington D.C., with their counterparts statewide to advocate for legislative issues affecting ALS in California, and with their counterparts nationwide for legislative issues affecting ALS in the U.S.  Attendees  meet with their representatives and carry letters of support from local constituents.  State and national meetings and vigils are held in support of the issues.
Budget  $2,500.00
Category  Medical Research, General/Other Amyotrophic Lateral Sclerosis Research
Population Served Adults Families Children and Youth (0 - 19 years)
Program Short-Term Success  Our short term goals are to stay relevant and in the minds of our community. We strive to stay active on social media, hold third party functions with local companies, and have a presence in local media and blogs.
Program Long-Term Success 
We manage our long term success by appointing local advocates that create interest and education in the community. Every year we go to Washington D.C for our Advocacy Days where we speak with government officials. We work with local congress men and city officials to have ALS day's in our communities and to educated the public about ALS and how it is effecting residents in Orange County, California.
Program Success Monitored By  We monitor our advocacy program success through donation reports, and social media reports. Our success can be monitored by the number of local companies that host third party events with us, and we also find success through survey about our name recognition.
Examples of Program Success 
We have made three great advances for ALS  patients through advocacy:
Veterans Benefits: Advanced historic regulations at the Dept. of Veterans Affairs that designate ALS as a service connected disease. Veterans with ALS and their Survivors now have access to full health and disability benefits regardless of where they served in the military and regardless of how soon after discharged they were diagnosed.
 24-Month Medicare Waiver: Eliminate the 24-month waiting period that people disabled with ALS has to endure before they could start receiving Medicare benefits. ALS is now the only change Congress has made to the waiting period since it was first established.
Presumptive Disability: Orchestrated Social Security rule change under which people with ALS automatically meet the medical eligibility requirements for SSDI and SSI payments.  This ruling allows people with ALS to access their benefits months or even years sooner than before.
 
 

Management


CEO/Executive Director Ms. Kristin Schlick
CEO Term Start Sept 2014
CEO Email [email protected]
CEO Experience --

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
Denise Greek Development Coordinator Denise has been the Development Coordinator for the ALS Association Orange County Chapter for 13 years.

Awards

Award Awarding Organization Year
Proclamations and Certificates of Recognition for ALS Month of May Proclamations from cities of Irvine, Santa Ana, Anaheim; Certificates of Recognition from CA State Senate and Assembly 2008

Affiliations

Affiliation Year
Affiliate/Chapter of National Organization (i.e. Girl Scouts of the USA, American Red Cross, etc.) - Affiliate/chapter 1987

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

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Staff Information

Number of Full Time Staff 2
Number of Part Time Staff 3
Number of Volunteers 75
Number of Contract Staff 0
Staff Retention Rate % 90%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 1
Caucasian: 1
Hispanic/Latino: 3
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 5
Male: --
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Under Development
Years Strategic Plan Considers 5
Management Succession Plan Under Development
Organization Policies And Procedures Yes
Business Continuity of Operations Plan Yes

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency No N/A
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually

Government Licenses

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CEO Comments

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Foundation Comments

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Governance


Board Chair Dr. William Collins
Board Chair Company Affiliation Doctor
Board Chair Term Mar 2015 - Mar 2018
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
DR. Bill Collins Board Presdient Board President Voting
Mark Hershey Board Member Star Landscape Voting
Chad Kessler Board Vice President TIAA Cref Voting
Carol Pierson Board Secretary St. Jude Hospital Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 6
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 3
Male: 3
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 2
Board Meeting Attendance % 90%
Written Board Selection Criteria No
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 100%
Board Orientation Yes

CEO Comments

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Foundation Comments

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Standing Committees

    --

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Fiscal Year Feb 01, 2017 to Jan 31, 2018
Projected Revenue $771,000.00
Projected Expenses $740,000.00
Form 990s

2016 990

2015 Form 990

2014 Form 990

2013 Form 990

2012 Form 990

2011 Form 990

2010 Form 990

2009 Form 990

2008 Form 990

Audit Documents

2016 Audit

2015 Audit

2014 Audit

2013 Audit

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2015 2014 2013
Total Revenue $888,047 $504,909 $316,348
Total Expenses $628,460 $425,930 $316,775

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2015 2014 2013
Foundation and
Corporation Contributions
$535,195 $297,730 $158,279
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $0 $0 $0
Individual Contributions -- -- --
Indirect Public Support $0 $0 $0
Earned Revenue $0 $0 $0
Investment Income, Net of Losses $63 $23 $403
Membership Dues $0 $0 $0
Special Events $352,789 $207,156 $157,666
Revenue In-Kind $0 $0 $0
Other $0 $0 $0

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2015 2014 2013
Program Expense $561,366 $365,446 $263,508
Administration Expense $42,025 $32,507 $28,961
Fundraising Expense $25,069 $27,977 $24,306
Payments to Affiliates $0 $0 --
Total Revenue/Total Expenses 1.41 1.19 1.00
Program Expense/Total Expenses 89% 86% 83%
Fundraising Expense/Contributed Revenue 3% 6% 8%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2015 2014 2013
Total Assets $584,317 $322,873 $250,194
Current Assets $336,932 $121,713 $82,039
Long-Term Liabilities $0 $975 $4,004
Current Liabilities $12,568 $9,736 $12,337
Total Net Assets $571,749 $312,162 $233,853

Short Term Solvency

Fiscal Year 2015 2014 2013
Current Ratio: Current Assets/Current Liabilities 26.81 12.50 6.65

Long Term Solvency

Fiscal Year 2015 2014 2013
Long-term Liabilities/Total Assets 0% 0% 2%
Endowment Value --
Spending Policy --
Percentage(If selected) --
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? No

CEO Comments

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Foundation Comments

Summary financial data is per the Form 990s and consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.

Documents


Other Documents

No Other Documents currently available.