Alzheimers Orange County FY2021 filing

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Services to patients and families

501(c)(3) charity; gifts are tax-deductible.
95¢ of each $1 spent went to programs.
$353K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average deficit $202K a year · 2% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
95%
of spending
Looks good: 95% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$353K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
1 mo
of spending, in cash
Plus $6.4M in investments, Pt X · Ln 11–13
Fine: 1.1 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
18
named funders · $402K
Looks good: 18 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$7.8M
34% of total assets
Looks good: liabilities are 34% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 17 voting members
Looks good: 17 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$18.1M
Spent
$13.9M
To programs
95%
Net assets
$14.8M
By yearFY2021–FY2025
Revenue
$18.1M
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$18.1M
FY2022$23.3M
FY2023$11.7M
FY2024$7.7M
FY2025$6.5M
Expenses
$13.9M
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$13.9M
FY2022$27.9M
FY2023$13.4M
FY2024$6.8M
FY2025$6.3M
Net assets
$14.8M
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$14.8M
FY2022$4.1M
FY2023$2.1M
FY2024$3.0M
FY2025$3.2M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 2016.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

95 cents of each dollar spent went to programs.

Program services 95% · $13.2M Management & general 3% · $358K Fundraising 3% · $387K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

17 people listed on the 990; $353K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
President / CEO
$352,706Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Member at Large / Board Development
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

James McAleer III’s $400K as President/CEO is at the 97th percentile of top reported officer pay among 733 $1–10M diseases & disorders nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
James McAleer III$399,840$311,575$418,767——
James McAleer———$364,106$352,706
Juvi De Neve$115,000$115,000$121,629$118,050—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Alzheimers Orange County executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides support and resources to patients and their families facing health challenges.

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3 programs · $10.3M · in their own filed words · FY2020
01

Irvine cottages serves older adults with the most dignified care by improving their quality of life through programming activities, compassionate care, and services for both residents and their families.

$6.6Mprogram expense
02

South county adult day services and acacia adult day services are licensed adult day centers providing both social and healthcare programs to south and central orange county's elder adults and adults with disabilities.

$3.7Mprogram expense
03

Outreach & Advocacy

Aoc advocates play an important role in improving the quality of care and quality of life for people with alzheimer's disease and their families by working to improve dementia care and services; improve access to community-based care; improve quality care in residential settings; and expand funding for research and public programs…

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 18 funders →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$18.1M
Ln 12
Gifts and grantsLn 1h$10.1M
Fees for servicesLn 2g$7.6M
Investment incomeLn 3$376K
Money outPt IX
$13.9M
Ln 25
Programscol B$13.2M
Managementcol C$358K
Fundraisingcol D$387K
Owns and owesPt X
$14.8M
net assets · Ln 32
Cash and savingsLn 1–2$1.3M
Total assetsLn 16$22.6M
LiabilitiesLn 26$7.8M
PeoplePt VI, VII
17
listed · VII A
PaidVII A1
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$10.1M
Noncash giftsLn 1g$5.3M
Fundraising eventsLn 1c$337K
Fees for servicesLn 2g$7.6M
Investment incomeLn 3$376K
Other incomeLn 4–11$60K
Gains on assetsLn 7$306K
Total revenueLn 12$18.1M
Assets in detailPt X, end of year
CashLn 1$1.3M
Cash and savings togetherLn 1–2$1.3M
Pledges and grants receivableLn 3$566K
Accounts receivableLn 4$300K
Prepaid expenses and deferred chargesLn 9$307K
Land, buildings, equipmentLn 10c$1.8M
InvestmentsLn 11–13$6.4M
Other assetsLn 15$12.0M
Total assetsLn 16$22.6M
LiabilitiesLn 26$7.8M
Net assetsLn 32$14.8M
OperationsPt I, VI
EmployeesI 5135
VolunteersI 6650
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Abroad and in kindSch F, M
Noncash gifts receivedSch M Pt I$5.3M
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$1.9M$1.3M
InvestmentsLn 11–13$5.7M$6.4M
Land, buildings, equipmentLn 10c$1.8M$1.8M
Total assetsLn 16$13.3M$22.6M
LiabilitiesLn 26$3.5M$7.8M
Net assetsLn 32$9.7M$14.8M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$325K$257K$32K$36K
Other salaries and wagesLn 7$6.5M$6.2M$135K$149K
Other employee benefitsLn 9$775K$731K$21K$23K
Payroll taxesLn 10$495K$466K$14K$15K
Accounting feesLn 11c$50K$42K$4K$4K
Other fees for servicesLn 11g$1.8M$1.7M$50K$55K
Advertising and promotionLn 12$200K$166K$16K$18K
Office expensesLn 13$155K$146K$4K$5K
Information technologyLn 14$110K$97K$6K$7K
OccupancyLn 16$1.9M$1.8M$55K$53K
Conferences, conventions and meetingsLn 19$55K$52K$2K$2K
InterestLn 20$21K$21K
Depreciation, depletion and amortizationLn 22$464K$456K$4K$4K
InsuranceLn 23$157K$154K$2K$2K
Other expenses (24a–d)Ln 24$896K$867K$14K$15K
Total functional expensesLn 25$13.9M$13.2M$358K$387K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Mar 27, 2026 $6.5M$6.3M$185K$3.2M 990 PDF
FY2024Filed with the IRS Feb 27, 2025 $7.7M$6.8M$883K$3.0M 990 PDF
FY2023Filed with the IRS Mar 18, 2024 $11.7M$13.4M−$1.7M$2.1M 990 PDF
FY2022Filed with the IRS Jun 14, 2023 $23.3M$27.9M−$4.6M$4.1M 990 PDF
FY2021 ViewingFiled with the IRS May 16, 2022 $18.1M$13.9M$4.2M$14.8M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $18,130,983 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,023,249$10,096,271
I-9 Program service revenuePrior year $3,890,217$7,598,919
I-10 Investment incomePrior year $151,158$375,539
I-11 Other revenuePrior year $114,892$60,254
I-12 Total revenuePrior year $8,179,516$18,130,983
I-13 Grants and similar amounts paidPrior year $4,410$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $5,015,280$8,059,066
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,772,125$5,853,275
I-18 Total expensesPrior year $8,791,815$13,912,341
I-19 Revenue less expensesPrior year −$612,299$4,218,642
Part VI · Governance 17 of 17 board members independent, no flags
VI-1a Voting members of the governing body17
VI-1b Independent voting members17
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $18,130,983 across 11 lines filed
VIII-1c Fundraising events$336,595
VIII-1f All other contributions, gifts and grants$9,759,676
VIII-1g Noncash contributions (included above)$5,338,823
VIII-1h Total contributions, gifts and grants$10,096,271
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $7,598,919$7,598,919
VIII-3 Investment incomeRelated to mission $69,508$69,508
VIII-6 Net rental income or lossExcluded from tax −$19,541−$19,541
VIII-7 Net gain or loss on sales of assetsRelated to mission $306,031$306,031
VIII-8 Net income from fundraising eventsExcluded from tax $49,795$49,795
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $30,000$30,000
VIII-12 Total revenueRelated to mission $8,004,458 · Unrelated business $0 · Excluded from tax $30,254$18,130,983
Part IX · Statement of functional expenses $13,912,341 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $256,750 · Management $32,500 · Fundraising $35,750$325,000
IX-7 Other salaries and wagesPrograms $6,179,594 · Management $135,437 · Fundraising $148,981$6,464,012
IX-9 Other employee benefitsPrograms $731,222 · Management $20,763 · Fundraising $22,839$774,824
IX-10 Payroll taxesPrograms $465,798 · Management $14,015 · Fundraising $15,417$495,230
IX-11c Accounting feesPrograms $42,356 · Management $3,640 · Fundraising $4,004$50,000
IX-11g Other fees for servicesPrograms $1,729,536 · Management $49,857 · Fundraising $54,843$1,834,236
IX-12 Advertising and promotionPrograms $165,984 · Management $16,051 · Fundraising $17,657$199,692
IX-13 Office expensesPrograms $145,795 · Management $4,291 · Fundraising $4,720$154,806
IX-14 Information technologyPrograms $97,212 · Management $6,067 · Fundraising $6,674$109,953
IX-16 OccupancyPrograms $1,802,122 · Management $55,275 · Fundraising $53,401$1,910,798
IX-19 Conferences, conventions and meetingsPrograms $52,197 · Management $1,542 · Fundraising $1,697$55,436
IX-20 InterestPrograms $21,475$21,475
IX-22 Depreciation, depletion and amortizationPrograms $455,786 · Management $3,676 · Fundraising $4,043$463,505
IX-23 InsurancePrograms $154,173 · Management $1,558 · Fundraising $1,714$157,445
IX-24 Other expenses (24a–d)Programs $867,069 · Management $13,744 · Fundraising $15,116$895,929
IX-25 Total functional expensesPrograms $13,167,069 · Management $358,416 · Fundraising $386,856$13,912,341
Part X · Balance sheet $22,612,567 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $1,933,220$1,296,250
X-3 Pledges and grants receivableStart of year $673,655$565,648
X-4 Accounts receivableStart of year $319,152$299,901
X-9 Prepaid expenses and deferred chargesStart of year $230,515$307,068
X-10c Land, buildings and equipment, netStart of year $1,785,070$1,755,568
X-12 Other securitiesStart of year $5,659,145$6,381,278
X-15 Other assetsStart of year $2,671,960$12,006,854
X-16 Total assetsStart of year $13,272,717$22,612,567
X-17 Accounts payable and accrued expensesStart of year $592,582$959,969
X-19 Deferred revenueStart of year $112,823$215,727
X-23 Secured mortgages and notes payable$977,478
X-25 Other liabilitiesStart of year $2,828,402$5,635,881
X-26 Total liabilitiesStart of year $3,533,807$7,789,055
X-27 Net assets without donor restrictionsStart of year $8,982,214$14,066,816
X-28 Net assets with donor restrictionsStart of year $756,696$756,696
X-32 Total net assets or fund balancesStart of year $9,738,910$14,823,512
X-33 Total liabilities and net assetsStart of year $13,272,717$22,612,567
Part XI · Reconciliation of net assets $14,823,512 net assets at year end
XI-1 Total revenue$18,130,983
XI-2 Total expenses$13,912,341
XI-3 Revenue less expenses$4,218,642
XI-4 Net assets at start of year$9,738,910
XI-5 Net unrealized gains (losses) on investments$865,960
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$14,823,512

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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