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Alzheimers Disease and Related Disorders Association Inc

 770 The City Drive South, Suite 7400
 Orange, CA 92868
[P] (949) 426-8544
[F] (844) 378-8355
[email protected]
Anne Grey
 Printable 1 Page Summary
 Printable Profile
Organization DBA Alzheimer's Association
Alzheimer's Association, Orange County Chapter
Alzheimer's and Related Disorders Association
Former Names --
Organization received a competitive grant from the community foundation in the past five years No
Employer Identification Number 13-3039601 00000



Mission StatementMORE »

The mission of the Alzheimer's Association is to eliminate Alzheimer's disease through the advancement of research; to provide and enhance care and support for all affected; and to reduce the risk of dementia through the promotion of brain health. Our vision is a world without Alzheimer's. 

Mission Statement

The mission of the Alzheimer's Association is to eliminate Alzheimer's disease through the advancement of research; to provide and enhance care and support for all affected; and to reduce the risk of dementia through the promotion of brain health. Our vision is a world without Alzheimer's. 

FinancialsMORE »

Fiscal Year 2017
Projected Expenses $2,100,000.00
Projected Revenue $1,300,000.00

ProgramsMORE »

  • Education Classes
  • Support Groups

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.


Mission Statement

The mission of the Alzheimer's Association is to eliminate Alzheimer's disease through the advancement of research; to provide and enhance care and support for all affected; and to reduce the risk of dementia through the promotion of brain health. Our vision is a world without Alzheimer's. 

Background Statement

Since 1982, The Orange County Chapter of the Alzheimer's Association continues to be the premier source of information and support for people with Alzheimer’s disease, their families and caregivers. The Alzheimer’s Association has funded over $6 million dollars in research in Orange County and $375 million dollars globally. The Walk to End Alzheimer's is the largest event to raise awareness and funds for Alzheimer's care, support and research, and mobilizes thousands of people in Orange County. Families find local support and enhanced care with our one-on-one care consultations, support groups and 24/7 multilingual helpline. The Alzheimer’s Association advocates for those living with Alzheimer’s and other forms of dementia and their families on related legislative issues, and provides training and education to health care and long-term care providers. Please visit to find resources in your city and learn about additional ways to become involved in the fight against Alzheimer's.

Impact Statement

  • Since 1982, the Alzheimer's Association has funded $375 million dollars in research globally and more than $6 million locally in Orange County.
  • Currently, the Alzheimer's Association funds $1.1 million in Orange County research grants.
  • In 2016, the Alzheimer's Association assisted Orange County residents 41,750 times with free services through our Helpline, 1:1 Care Consultations, education programs, Medic Alert +Safe Return and online services.
Goals for the Current Year:
  • Provide care and support to those affected 
  • Accelerate research across the globe
  • Advocate for the needs and rights of those facing Alzheimer's 

Needs Statement


As the largest nonprofit funder of Alzheimer's research, the Association is committed to accelerating the global progress of new treatments, preventions and ultimately, a cure.


We are the experts leading the fight to end Alzheimer's. We know that Alzheimer's disease remains one of the most critical public health issues in America. This is why we are unrelentingly advocating for public policy issues and critical research funding


Funding is needed to advance vital research and provide care and support programs.

CEO Statement

Our vision is a world without Alzheimer’s and until that day, we are committed to finding the best science and providing support and tools to equip families on their journey with Alzheimer’s and dementia. There is no cure or treatment but there are ways to find joy in every day and we help families achieve the best possible day possible for their loved one with dementia.

Board Chair Statement


Other Ways to Donate/Volunteer

You may mail a check to:Alzheimer's Association770 The City Drive South, Suite 7400Orange, CA 92868   Phone donations - (949) 426-8544Online Donations In-kind DonationsMemorial & Tribute GivingWedding and Celebration RecognitionPlanned GivingCause MarketingWork Place DonationsAdvocacyParticipate in our events               - Walk to End Alzheimer's               - The Longest Day               - Third-Party Events  Visit to sign up as a volunteer:Have a Walk team for Walk to End Alzheimer'sGet your company involvedHost a community education programBe a part of our programs and support groupsHelp support the team at your location as administrative supportBe a part of our Speaker's Bureau and represent the Alzheimer's AssociationBecome an Alzheimer's Association AdvocateWhatever your talent or skill, we have a place for you to join in the battle against Alzheimer's.   

Geographic Area Served

Central Orange County
West Orange County
South Orange County
North Orange County
The Alzheimer's Association serves all of Orange County. In addition, there are more than 70 chapters nationwide.

Organization Categories

  1. Diseases Disorders & Medical Disciplines - Alzheimer's Disease
  2. Medical Research -
  3. -



Education Classes

Join us at several locations across Orange County for educational classes intended to help anyone with concerns or interest in dementia-related issues. All programs are free and open to the public.
Budget  $600,000.00
Category  Health Care, General/Other Patient & Family Support
Population Served Adults Aging, Elderly, Senior Citizens Families
Program Short-Term Success  Families have the communications and coping skills to care for a loved one with Alzheimer's.
Program Long-Term Success  Being a caregiver doesn't come with an instruction manual, but there are resources available to help. Use the trainings, workshops, books and DVDs located on our website to gain caregiving skills and practical advice.

Program Success Monitored By  Program success is monitored by surveys, counselor notes, interviews with individuals who have participated.
Examples of Program Success  --

Support Groups

You are not alone. Whether you need information about early-stage caregiving, middle-stage caregiving, or late-stage caregiving, the Alzheimer's Association is here to help.
 We offer peer- or professionally led groups for caregivers and others dealing with Alzheimer's disease. All support groups are facilitated by trained individuals. We have specialized groups for children, individuals with younger-onset and early-stage Alzheimer's, adult caregivers and others with specific needs.
Budget  $600,000.00
Category  Diseases, Disorders & Medical Disciplines, General/Other Alzheimer Disease
Population Served Adults Aging, Elderly, Senior Citizens Families
Program Short-Term Success  All those afflicted by Alzheimer's Disease have the education and support they need to continuously enhance the quality of life.
Program Long-Term Success  All those afflicted by Alzheimer's Disease have the education and support they need to continuously enhance the quality of life.
Program Success Monitored By  Reports via surveys and retention tracking
Examples of Program Success  --


CEO/Executive Director Anne Grey
CEO Term Start July 2016
CEO Email [email protected]
CEO Experience

Anne Grey was named Executive Director of the Alzheimer’s Association in July 2016.  Grey serves as leader of the Orange County Chapter to carry out the strategic goals of the Alzheimer’s Association – to support millions of people living with the disease and their families while accelerating research progress and change the trajectory of Alzheimer’s disease.  She works with a community-based Board of volunteer leaders and experienced staff team in Orange County for a full range of mission impact. She oversees the Orange County Chapter’s fund development, care and support programs, advocacy and overall delivery of the mission of the Alzheimer’s Association.

Anne obtained her Certified Fundraising Executive (CFRE) designation in 1996 and has almost 27 years of experience in leadership, strategic planning, delivering quality programs and fundraising. Most recently, as Vice President of Community Engagement & Volunteer Relations, Grey led the overall national strategy, planning and development of the Pancreatic Cancer Action Network’s community outreach program, including the national volunteer affiliate network and signature awareness events. She served as the Founding Executive Director of OneLegacy Foundation for the nation’s largest organ and tissue recovery organization and in leadership roles with JDRF, the leading global organization funding type 1 diabetes, American Heart Association and the Diocese of Orange. Anne received her undergraduate degree from University of San Diego and her MBA at Pepperdine University.

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
Deborah O'Connor Programs Director

Deborah O’Connor is currently the Program Director for Southern California for the Alzheimer’s Association and for over 16 years served as the Vice President of Programs and Education for the Alzheimer’s Association, Orange County Chapter. She has 23 years of experience working with older adults and more specifically people and families with Alzheimer’s disease and related dementias. Deborah earned her BS and MS from California State University at Fullerton and is a licensed Marriage and Family Therapist and Certified Case Manager.

Jennifer Walker Programs Manager --


Award Awarding Organization Year
Best Non Profit to Work For Non Profit Times 2017


Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
Better Business Bureau Wise Giving Alliance 2017
Charity Navigator 2017
Charity Navigator 2017


We collaborate with various communities serving people with Alzheimer's and other dementia and fund $1.1 million in local research.

Staff Information

Number of Full Time Staff 13
Number of Part Time Staff 0
Number of Volunteers 130
Number of Contract Staff 0
Staff Retention Rate % 100%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: 1
Asian American/Pacific Islander: 0
Caucasian: 8
Hispanic/Latino: 3
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 12
Male: 1
Not Specified --

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Under Development
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? N/A
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


CEO Comments


Foundation Comments



Board Chair Paul Wexler
Board Chair Company Affiliation --
Board Chair Term Feb 2017 - Feb 2019
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Alisa Davern Silverado Care --
Scott Kantor Linden Care, LLC --
Steven Mills First Foundation --
Amy Olmstead Community Volunteer --
Derek Serrano Bankers Life --

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: 5
Hispanic/Latino: 1
Native American/American Indian: 0
Other: --
Other (if specified): --
Gender Female: 3
Male: 3
Not Specified 0

Board Information

Board Term Lengths 2
Board Term Limits 6
Board Meeting Attendance % 100%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 100%
Board Orientation Yes

CEO Comments

The fiduciary board is the National Board of Directors and our local chapter board is a community engagement board.

Foundation Comments


Standing Committees

  • Communications / Promotion / Publicity / Public Relations
  • Community Outreach / Community Relations
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Legislative
  • Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)


Revenue vs. Expense ($000s)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Fiscal Year July 01, 2016 to June 30, 2017
Projected Revenue $1,300,000.00
Projected Expenses $2,100,000.00
Form 990s

2016 Form 990

2015 Form 990

2014 Form 990

Audit Documents

2016 Audited Financial Statements

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2015 2014 2013
Total Revenue $161,792,596 $131,198,476 $119,030,729
Total Expenses $142,854,402 $122,650,613 $109,622,271

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2015 2014 2013
Foundation and
Corporation Contributions
$145,377,412 $116,343,083 $105,795,592
Government Contributions $3,275,674 $2,903,377 $2,359,140
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $3,275,674 $2,903,377 $2,359,140
Individual Contributions -- -- --
Indirect Public Support $0 $0 $0
Earned Revenue $4,363,958 $4,350,928 $3,589,556
Investment Income, Net of Losses $2,817,512 $2,044,612 $2,340,586
Membership Dues $315,002 $249,175 $151,000
Special Events $2,084,901 $2,945,670 $2,190,048
Revenue In-Kind $4,076,092 $5,225,166 $2,238,452
Other $1,901,167 $178,088 $1,125,286

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2015 2014 2013
Program Expense $109,866,649 $95,259,850 $83,547,158
Administration Expense $10,098,416 $7,320,505 $6,962,409
Fundraising Expense $22,889,337 $20,070,258 $19,112,704
Payments to Affiliates $0 $0 $0
Total Revenue/Total Expenses 1.13 1.07 1.09
Program Expense/Total Expenses 77% 78% 76%
Fundraising Expense/Contributed Revenue 15% 16% 17%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2015 2014 2013
Total Assets $180,989,817 $161,616,574 $138,486,960
Current Assets $101,523,394 $78,704,429 $70,402,039
Long-Term Liabilities $21,610,237 $22,287,581 $20,260,962
Current Liabilities $35,029,165 $34,623,875 $33,637,003
Total Net Assets $124,350,415 $104,705,118 $84,588,995

Short Term Solvency

Fiscal Year 2015 2014 2013
Current Ratio: Current Assets/Current Liabilities 2.90 2.27 2.09

Long Term Solvency

Fiscal Year 2015 2014 2013
Long-term Liabilities/Total Assets 12% 14% 15%
Endowment Value --
Spending Policy N/A
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

Our chapter totals roll into the national financial statements. The revenue and program expense figures are for our local activities in Orange County.

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.


Other Documents

No Other Documents currently available.