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Alzheimer's Orange County

 2515 McCabe Way, Suite 200
 Irvine, CA 92614
[P] (949) 955-9000
[F] (949) 757-3700
www.alzoc.org
[email protected]
Jim McAleer
FOUNDED: 1982
INCORPORATED: 1982
 Printable 1 Page Summary
 Printable Profile
Organization DBA Alzheimer's Orange County
Former Names Alzheimer's Association Orange County Chapter (2015)
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 95-3702013 00000

Summary


Mission StatementMORE »

The mission of Alzheimer's Orange County is to provide hands-on care and support, information, referrals, education, and resources for families in Orange County and surrounding areas who experience memory loss, Alzheimer's and other dementias, while advancing critical research for a cure.

Mission Statement

The mission of Alzheimer's Orange County is to provide hands-on care and support, information, referrals, education, and resources for families in Orange County and surrounding areas who experience memory loss, Alzheimer's and other dementias, while advancing critical research for a cure.

FinancialsMORE »

Fiscal Year 2019
Projected Expenses $9,122,380.00
Projected Revenue $9,122,380.00

ProgramsMORE »

  • Professional & Family Services
  • Adult Day Health Care/Community Based Adult Services
  • Enhanced Adult Day Care

Revenue vs. Expense ($000s)

Expense Breakdown 2018 (%)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

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


Overview


Mission Statement

The mission of Alzheimer's Orange County is to provide hands-on care and support, information, referrals, education, and resources for families in Orange County and surrounding areas who experience memory loss, Alzheimer's and other dementias, while advancing critical research for a cure.

Background Statement

Since 1982, Alzheimer’s Orange County (formerly known as Alzheimer’s Association, Orange County Chapter), has been Orange County’s center for Alzheimer’s resources. We are dedicated to providing quality care and support services to the thousands of residents of Orange County who are affected by Alzheimer’s disease or other related dementia, and also partnering with local researchers to populate clinical trials to help find a cure.


Impact Statement

In 2018 alone, we served over 28,000 people in Orange County. We remain committed to the local fight against Alzheimer's, and will continue our mission until the day there is a cure.
 
Our mission: To provide hands-on care and support, information, referrals, education and resources for families in Orange County and surrounding areas who experience memory loss, Alzheimer’s and other dementias, while advancing critical research for a cure. 
 
Our Impact in 2018 
  • Community Education: 22,221 people attended over 571 of our classes, programs, and events designed to educate the public about brain health, caregiving strategies, what to expect as the disease progresses, and so much more. 
  • Adult Day Centers: Our two adult day centers (Acacia Adult Day Services in Garden Grove and South County Adult Day Services in Laguna Woods) served 340 clients. Here, we provide social and healthcare day programs to older adults and individuals affected by dementia, giving their loved ones a much-needed break from the demands of caregiving.
  • Support Groups: 3,670 caregivers found strength, hope, and compassion through our 40 support groups. These meetings, which are conducted in English, Korean, Chinese, Spanish, Vietnamese, and Farsi languages, provide a safe place for loved ones to process their challenges, anxieties, and stresses of caregiving in a healing and supportive space.
  • Cultural & Art Programs: Through ongoing meetups and art programs, we provided meaningful ways for 2,838 people with early memory loss and their families to build a social network, connect with others, and stimulate their memories through multi-sensory experiences throughout Orange County.
  • Family Care Consultations: 2,060 families met with our licensed social workers to discuss in-depth and personalized plans on how to prepare for the next steps and challenges associated with their loved one's dementia diagnosis.

Needs Statement

Alzheimer’s is the 3rd leading cause of death in Orange County, California; one in six OC residents will have dementia by age 65 and one in two will have the disease by age 85. In the next generation, the number of Californians over age 55 living with Alzheimer’s disease will double. Increases in capacity, program offerings as well as educational and research offerings are necessary to just maintain current levels of service. Currently, we are only able to serve 26% of OC’s  affected population. As this population grows, so too must our capacity.

The disease can last from 8-20+ years, putting extreme physical, emotional, and financial stress on those affected. Average annual care costs are upwards of $40,000, forcing many families to provide 24-hour care at home for their loved one. More than 15 million family members and other unpaid caregivers provide an estimated 17.4 billion hours of often untrained care annually. Due to the demands of caregiving, California businesses currently experience an estimated $1.4 billion in lost productivity annually from full-time employed caregivers alone. As the number of people at risk continues to grow, the need to provide support and knowledge is more urgent than ever.

CEO Statement

The need for our services is greater than ever before as we work to provide support throughout Orange County for the 84,000 residents affected by Alzheimer’s or related dementias, their families and caregivers.  According to the Alzheimer’s Association 2014 Facts and Figures Report , Alzheimer’s is the 6th leading cause of death in the United States, and shows that by 2030, Orange County will see a doubling in the number of people living with Alzheimer’s, and a tripling among ethnic minorities who are less likely to have access to educational and diagnostic services. This dramatic growth is expected to directly affect over 150,000 members of our community - as well as their families.

Today we reach just 26% of the individuals and families affected by the disease in Orange County.  Through your continued support, we can expand our services to meet the growing need in our community.

Funds will be invested in research science in pursuit of a Cure; in programs and services for those currently burdened by their Care responsibilities and in our Capacity to reach more people with support services, educate more physicians, and build greater community collaboration to ensure a healthy and supportive roadmap for our seniors facing memory loss.


Board Chair Statement

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Other Ways to Donate/Volunteer

More than 500 volunteers donate their time and talents to support our mission.  We have a variety of volunteer opportunities including: helping to facilitate caregiver support groups, providing administrative and office support,  becoming a Walk Committee member, volunteering at one (or all) of our annual Walk to Remember events, becoming an advocate for Alzheimer’s research, and providing community outreach, education and awareness. Ways to Give Include: Online/Phone Matching gifts (Contact your Human Resources Department) Planned/Estate giving Host your own fundraising event Donate your unwanted car, truck, boat or RV Corporate sponsorship for events Support one of our annual Fundraising Events (Walk4Alz, Gala, Visionary Women Luncheon) Contributions can be mailed to AOC at 2515 McCabe Way, #200, Irvine, CA 92614; or at our web site at www.alzoc.org by credit card; or over the phone at 949.955.9000.  To make a donation or to get more information, please contact 949.955.9000.

Geographic Area Served

Central Orange County
West Orange County
South Orange County
North Orange County
Services are provided throughout all of Orange County.

Organization Categories

  1. Diseases Disorders & Medical Disciplines - Alzheimer's Disease
  2. Human Services - Family Services
  3. Human Services - Senior Centers/Services

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Programs


Professional & Family Services

Patient and family services: Helpline, Care Consultation, Support Groups, Bereavement Program, Respite Care Assistance, Safe Return. Education and awareness: Annual education conference, seminars, physician outreach & education,  public policy, professional training, lending library, interfaith outreach, speaker's bureau, community outreach and education. Memories in the Making Art Program
Budget  $3,051,061.00
Category  Human Services, General/Other Information & Referral
Population Served Other Health/Disability Elderly and/or Disabled Aging, Elderly, Senior Citizens
Program Short-Term Success  Currently we reach 26% of Orange County residents affected by Alzheimer’s and other kinds of dementia. AOC’s strategic plan calls for dramatically increasing access to our services throughout Orange County within the next five years . AOC defines short-term success as serving a minimum of 50% of Orange County population affected by this disease within the next five years.
Program Long-Term Success  AOC defines long-term success by eventually preventing or curing Alzheimer’s disease.
Program Success Monitored By 
We have surveys for our education classes, we take attendance and RSVPs to measure the number of people we reach, and much more.
Examples of Program Success  --

Adult Day Health Care/Community Based Adult Services

Offered Monday through Friday at either our Laguna Woods or Garden Grove locations. Care is based on individual need, the program provides supervised medical care that includes a multi-disciplinary assessment, an individualized plan of care, monitoring of vital signs and medications, physical, occupational or speech therapy, personal care services, dietary counseling, and psychological counseling. Transportation to and from the center, supervision, a light breakfast, lunch and snack, social work services and therapeutic activities are also included.
Budget  $4,667,747.00
Category  Human Services, General/Other Senior Services
Population Served Aging, Elderly, Senior Citizens Elderly and/or Disabled Other Health/Disability
Program Short-Term Success  After 6 months, 75% of the participants will maintain their functional activities of daily living such as bathing, dressing, eating, transferring and incidental activities of daily living such as hygiene, shopping, meal preparation.
Program Long-Term Success  70% of the participants who attend the recommended number of days and engage in the interventions and activities prescribed in their plan of care will remain in the community, maintain or improve their overall health status and delay institutionalization.
Program Success Monitored By  Prior to enrollment a health and physical form completed by the participant’s physician is obtained. Afterward, a three-day assessment process begins with the registered nurse, physical and occupational therapists, social worker, and, if needed the speech therapist and dietician. Each discipline completes their portion of the participant’s individual plan of care (IPC) for a six month period to determine the participant’s needs. Each discipline completes the IPC identifying the participant’s problems, the planned interventions, and outcomes. At the end of the six-month period, the participant’s progress is evaluated and a new IPC created.
Examples of Program Success  An 84 year old woman living with her daughter, granddaughter and granddaughter’s husband in a single family home was enrolled. The daughter, granddaughter, and grandson-in-law take turns in caregiving shifts during the day and night. All three work outside the home. Her primary diagnoses are Alzheimer’s disease, hypertension, hyperlipidemia, osteoarthritis, major depression, anxiety, insomnia, and difficulty ambulating. Key risk factors for her included: compromised safety and injury due to confusion and auditory hallucinations, history of falls, unable to care for herself, isolation, difficulty swallowing, and the potential for having severe side effects to the medications she was on. She was enrolled her 5 days a week, her blood pressure and heart rate are monitored daily and reported to her physician if they are too high, her pain is monitored and managed, she receives personal care assistance, she receives physical therapy, and maintenance occupational therapy. Since enrolling she has not fallen, she regularly attends the center and expresses her enjoyment in that, she is able to remain living at home with her family, she’s not had any emergency room visits or hospitalization stays, and she’s been able to remain stable on her current medications for management of dementia related behaviors and agitation.

Enhanced Adult Day Care

Offered Monday through Friday at Acacia location in Garden Grove (soon to be offered at South County Adult Day Services). This program adds dementia programs during the Adult Day Care program for individuals who have been diagnosed with mild cognitive impairment, Alzheimer’s disease or other dementias. This program consists of small group activities with a ratio of one staff to five participants. Activities are designed to stimulate senses, wellness and memory.
Budget  $163,000.00
Category  Human Services, General/Other Services for Specific Populations
Population Served Other Health/Disability
Program Short-Term Success  90% of the caregivers with participants regularly attending will report decreased stress and increased knowledge about caregiving and community resources specific to dementia disorders.
Program Long-Term Success  85% of the participants attending on prescribed days will display improvement in mood and self satisfaction and decrease in signs and symptoms of depression as measured by the pre-enrollment and every 6 month administration of the Geriatric Depression Scale.
Program Success Monitored By  Activities and Social Work staff (MSW) will conduct assessments with each participant enrolling in the Adult Day Care program to determine whether there is a need for the Enhanced Adult Day Care program services. At least 75% of participants in Enhanced Adult Day Care will show an improvement in their psycho-social functioning level, showing improvement in mood and self satisfaction.
Examples of Program Success  Dorothy has health issues she’s had to overcome - heart condition, arthritis, high blood pressure, serious surgeries including removal of her thyroid, installation of a pacemaker and back surgery. As a result of a head injury and brain surgery about 11 years ago, memory problems developed causing her to rely on her husband for care; however as her dementia increased it became challenging. Dorothy becomes confused, leaves the house unattended, becomes depressed, displayed paranoia, and become aggressive. She needed more help with her self care and though his daughters and church members helped out as they could, he became overwhelmed. Dorothy started attending the adult day care program however moved over to the Acacia Secure program 2 days a week when it started in 2011, in order to give her increased attention and activities geared to her abilities surrounded by her peers. He noticed improvement in her mood and outlook once she started the program and he a needed break.

Management


CEO/Executive Director Mr. Jim McAleer
CEO Term Start Sept 2004
CEO Email [email protected]
CEO Experience

Jim McAleer began his career in the nonprofit world at age eighteen while pursing an undergraduate degree in Savannah, Georgia. For the next ten years, McAleer worked with individuals with intellectual and other disabilities. He used those years to hone his leadership and senior management skills culminating in an opportunity to serve as the Interim Executive Director of the National Spinal Cord Injury Association in 1994.

The next seven years took McAleer on a journey where he was able to serve as the CEO and President for several agencies serving at risk populations and individuals with varying types of disabilities in Boston, Massachusetts. Simultaneously, McAleer earned a Master’s Degree in Public Administration at Northeastern University.

McAleer relocated to Southern California, where he began a comprehensive nonprofit consulting business specializing in organizational leadership and change, management transitions, strategic planning, and fundraising. McAleer & Associates, Inc. served dozens of clients over the next six years including Friends of El Faro, Street Poets, Crystal Cove Alliance, and more.

For the past ten years, McAleer has served as President and CEO of Alzheimer’s Orange County, assisting the more than 86,000 people living in Orange County with, or at risk of, dementia. He manages over 5 million dollars in income and a staff of 45.

In addition to his work at the Alzheimer’s Orange County, McAleer has given more than 50 professional presentations, has served as President of the local PTA, has participated in various nonprofit boards supporting at risk children’s causes, and currently serves on the state Olmstead Commission.

Former CEOs and Terms

Name Start End
Mrs. Heidi Shurtleff -- --
Ms. Linda Scheck -- --

Senior Staff

Name Title Experience/Biography
Mrs. Juvi DeNeve Chief Financial Officer --
Ms. Patricia Mouton VP of Outreach & Advocacy
Patty Barnett Mouton has over 30 years’ experience in healthcare. Since 2005 Patty has served as the Vice President, Outreach & Advocacy, for the Alzheimer’s Orange County (AOC). She manages clinical outreach for physicians, nurses, social workers and many other health care and senior care providers, and manages Advocacy & Public Policy activities for AOC at the local, state and federal levels. She is active in the Orange County Aging Services Collaborative, serving on the Advocacy/Public Policy committee, the OC Healthy Aging Initiative committee with the OC Health Care Agency, and the CalOptima Member Advisory Committee.
 
Patty serves as co-chair of the OC POLST (Physicians’ Orders for Life Sustaining Treatment) Medical Coalition, and manages the OC Advance Care Planning Initiative. An approved instructor for a variety of professional organizations, she has recently completed training from CSU San Marcos Palliative Care Institute in Palliative Chaplaincy, and in June will complete a certificate in Gerontology from USC. An approved instructor for a variety of professional disciplines, she is a frequent local and national lecturer and keynote speaker.
 
Patty and her husband Roger live in Laguna Niguel and are happy grandparents of Miranda, Arthur, Serena and Keegan. Keiko, their rescue dog, “works” in companion therapy, and rules the roost!
Mr. Mark Odom Vice President of Programs & Education --
Ms. Lisa Willard VP of Operations
Lisa Willard has over 25 years of experience in commercial, industrial, and hospitality design and construction management. With a background in architecture and interior design, Lisa effortlessly blends the two fields
resulting in finished projects that are functional as well as beautiful. Lisa has a wealth of experience in handling multiple projects of varying complexity where she has proven her supervisory talents and organizational skills. Prior to joining Alzheimer's Orange County, Lisa was part of a team working on a $50 million hotel renovation where she was personally responsible for $14 million dollars of interior fixtures on the project.
 
Lisa is currently the Vice President of Operations at Alzheimer's Orange County. Lisa was tasked with the recent purchase and renovation of the Chapter’s 30,000 square foot building. This massive project allowed Lisa to shine in her areas of expertise but also provided the added challenge of working within the constraints of a non-profit’s budget where cost and value are of utmost importance. Lisa’s innovative ideas for reusing and recycling saved the organization endless dollars. In addition to the building project, Lisa was given the responsibility of overseeing communications and volunteer operations. Under Lisa’s guidance, AOC has grown to become one of the top ranked chapters in
the nation for media impressions. In addition, the volunteer program has grown to encompass new electronic methods of tracking and placing volunteers.
 
Lisa resides in Coto de Caza with her husband Craig, four teenage children and two dogs. The family enjoys the outdoors, camping and hiking. Especially important to the family is time spent giving back as they
volunteer annually at Yosemite National Park as well as local food banks.
Mrs. Margie Wright Vice President of Development --

Awards

Award Awarding Organization Year
Advocate of the Year North OC YWCA Healthcare 2015
Achievement in Increasing Concern & Awareness Alzheimer's Association, National Office 2014
Anaheim Walk to End Alzheimer's - "20th Most Successful Walk" in the nation Alzheimer's Association, National Office 2014
Community Partner Award Kaiser Permanente 2014
Lifetime Achievement Honoree Senior Care Hero Awards 2014
National Achievement in Advancing Public Policy & Advocacy Alzheimer's Association, National Office 2014
Spirit of Service Award CA Senator Mimi Walters 2014
Advocacy Award Alzheimer's Association, National Office 2013
Outstanding Advocate, Gerontologist, Educator Senior Care Hero Awards 2013
Award for Advocacy Oliver Halsell Foundation 2012
Board of Directors Cal Optima 2012
Advocacy Honoree WomanSage 2011
Legacy Award Cal State University Fullerton Institute of Gerontology 2008

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

Alzheimer's Orange County purposefully seeks partnerships with both for-profit and other nonprofit organizations, including congregations, grocery stores, government offices, radio stations, and medical clinics, to extend the reach of our services, maximize use of resources, and improve our impact. AAOC actively fosters a culture of collaboration, with leadership and staff purposefully seeking partnerships with other organizations – both for-profit and not-for-profit – to extend the reach and scope of AOC programs and services. This proactive approach ensures that the ever-increasing number of people in need will gain access to available community resources, while minimizing costly duplication of effort. Community collaborations with organizations such as Latino Health Access and Orange County Asian Pacific Islander Community Alliance are particularly vital to our success in reaching at-risk Hispanic and Vietnamese populations. AOC’s collaborative projects include the Elder Abuse Prevention Council, comprised of members from Adult Protective Services (AFPS), Orange County Council on Aging, Orange County Aging Services Coalition, UC Irvine Program on Geriatrics, Laura’s House, and numerous in-home and residential care providers. 

Staff Information

Number of Full Time Staff 33
Number of Part Time Staff 3
Number of Volunteers 100
Number of Contract Staff 10
Staff Retention Rate % 75%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 6
Caucasian: 25
Hispanic/Latino: 5
Native American/American Indian: 0
Other: --
Other (if specified): 0
Gender Female: 31
Male: 5
Not Specified --

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 3
Management Succession Plan Yes
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 Yes Annually
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 Ms. Jody Hudson CTFA
Board Chair Company Affiliation First American Trust
Board Chair Term -
Board Co-Chair Mr. Alec Abbott
Board Co-Chair Company Affiliation Squar Milner
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Mr. Alec Abbott Squar Milner --
Mr. Marty Burbank JD, LLM -- --
Dr. Jacqueline DuPont PhD DuPont Residential Care, Inc. Voting
Ms. Michelle Egerer -- --
Ms. Patricia Gamboa -- --
Ms. Sonia Garcia-Francia MA Guardian Angels --
Ms. Judi Garfi-Partridge -- --
Mr. Lawrence Hartley OakBridge Advisors, Inc. Voting
Ms. Jody Hudson CTFA First American Trust Voting
Ms. Karen Inman -- --
Mr. Dennis Kuhl Angels Baseball Voting
Ms. Jeannie Lawrence Rancho Las Lomas Voting
Mr. Sheldon Lewin LCSW, MBA -- --
Mr. Vincent Nguyen DO,CMD -- --
Mr. Terrence Offenberger MD, MBA -- --
Mr. Edward Schrum -- --
Ms. Sandy Thomas -- --
Dr. Dung Trinh MD -- --

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --
Mr. Melvin Benner Kaiser Foundation Hospitals\Health Plan NonVoting
Ms. Mary Borg -- --
Mr. James Carter Paul Hastings NonVoting
Mr. Harry Crowell Crowell Industries NonVoting
Ms Kim Cunningham -- --
Mr. Mark Hales -- --
Dr. Frank LaFerla PhD University of California Irvine NonVoting
Ms. Jeannie Lawrence -- --
Dr. Josh Luke PhD -- --
Ms. Beverly Newton-Redfern -- --
Mr. Michael A. Sanchez TA Equipment Finance NonVoting
Mrs. Martha Sanchez-Cannady -- NonVoting
Ms. Patricia M. Soldano GenSpring Family Offices NonVoting
Reverend Gary Tucker -- NonVoting

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 17
Hispanic/Latino: 1
Native American/American Indian: 0
Other: --
Other (if specified): --
Gender Female: 6
Male: 12
Not Specified 0

Board Information

Board Term Lengths 2
Board Term Limits 3
Board Meeting Attendance % 80%
Written Board Selection Criteria No
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 83%
Percentage of In-Kind Contributions 100%
Board Orientation Yes

CEO Comments

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Foundation Comments

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Standing Committees

  • Advisory Board / Advisory Council
  • Audit
  • Finance
  • Investment

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2018 (%)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Fiscal Year July 01, 2018 to June 30, 2019
Projected Revenue $9,122,380.00
Projected Expenses $9,122,380.00
Form 990s

2018 Form 990

2017 Form 990

2016 Form 990

2015 Form 990

2014 Form 990

2013 Form 990

2012 Form 990

Audit Documents

2016 FY16 Audited Financial Statements

2014 AAOC - Audit FS 6/30/14

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2018 2017 2016
Total Revenue $4,498,925 $4,731,025 $3,151,710
Total Expenses $6,118,739 $6,052,858 $4,627,728

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2018 2017 2016
Foundation and
Corporation Contributions
$2,234,593 $2,639,107 $2,717,565
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- $0
Individual Contributions -- -- --
Indirect Public Support -- -- $0
Earned Revenue $1,606,870 $1,554,831 $161,257
Investment Income, Net of Losses $128,540 $142,942 $143,418
Membership Dues -- -- $0
Special Events $528,922 $394,145 $277,650
Revenue In-Kind -- -- $15,987
Other -- -- $-360,814

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2018 2017 2016
Program Expense $5,286,357 $5,443,745 $3,715,713
Administration Expense $462,328 $242,829 $255,923
Fundraising Expense $370,054 $366,284 $656,092
Payments to Affiliates -- -- $0
Total Revenue/Total Expenses 0.74 0.78 0.68
Program Expense/Total Expenses 86% 90% 80%
Fundraising Expense/Contributed Revenue 13% 12% 22%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2018 2017 2016
Total Assets $14,399,245 $15,923,596 $16,984,522
Current Assets $2,323,364 $2,808,505 $3,578,411
Long-Term Liabilities $3,955,881 $3,650,881 $1,840,000
Current Liabilities $445,535 $671,675 $2,304,238
Total Net Assets $9,997,829 $11,601,040 $12,840,284

Short Term Solvency

Fiscal Year 2018 2017 2016
Current Ratio: Current Assets/Current Liabilities 5.21 4.18 1.55

Long Term Solvency

Fiscal Year 2018 2017 2016
Long-term Liabilities/Total Assets 27% 23% 11%
Endowment Value --
Spending Policy Income Only
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? --

CEO Comments

Alzheimer's Orange County is currently operating within a planned Board approved deficit spending, due to a large gift in 2013.

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.