2023-12-14T11:50:02-06:00 2023-01-31 954557617 Harrington Group CPAs LLP 2698 Mataro Street Pasadena CA 91107 990 2022-02-01 954163338 The ALS Association Golden West Chapter ALSA 8188658067 PO Box 7082 Woodland Hills CA 91365 Fred B Fisher President, CEO 8188658067 2023-12-14 1 Fred Fisher 999009999 0 Oswaldo D Torres CPA P02465082 6264036801 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Fred B Fisher PO Box 7082 Woodland Hills CA 91365 10779714 0 4119 X www.alsagoldenwest.org X 1991 CA The ALS Association Golden West Chapter is dedicated to leading the fight to treat and cure ALS through global research and nationwide advocacy while also empowering people with ALS and their families to live fuller lives by providing them with compassionate care and support. The Golden West Chapter supports people living with ALS and their loved ones in 31 counties throughout California and the entire state of Hawaii. 17 17 55 510 0 0 10467543 10242961 0 0 587 2319 0 0 10468130 10245280 1388759 1388434 0 0 4506022 4695681 0 0 837516 3381873 3127577 9276654 9211692 1191476 1033588 12004045 13316104 1367007 1645251 10637038 11670853 X Leading the fight to treat and cure ALS through global research and nationwide advocacy while also empowering people with ALS and their families to live fuller lives by providing them with compassionate care and support. The Golden West Chapter supports people living with ALS and their loved ones in 31 counties throughout California and the entire state of Hawaii. 0 0 4428277 1388434 Our mission critical program priorities include care services, research, and advocacy. These programs are provided to people with ALS and their families at no charge. Our accomplishments for fiscal year ending 1/31/23 are as follows:Care Management -Strategically based in and near patients' home communities, the Chapter's Care Managers (CMs) work directly with persons with ALS and their families and serve as part of the treatment team in collaboration with clinicians from Certified Centers and affiliated clinics. Among other things, CMs provide critical information and referrals to patients and families, help patients obtain medical and communication-related equipment, connect them with essential resources, advocate for the uninsured, explain medical directives, and offer psychosocial support. This program is available throughout the 31 counties we serve in the state of California and the state of Hawaii. This program provided service to 1,912 persons with ALS. Service was available for 365 days. 1413831 Community Outreach & Awareness/Public Policy -Community outreach events, including our Walks to Defeat ALS, are opportunities to bring hope and a sense of community to persons with ALS and their families. By coming together to share their stories,patients and their families, as well as those who have lost loved ones to ALS, find strength and support with one another. Walks to Defeat ALS create an environment of empowerment where families and friends of persons with ALS are given an opportunity to affect public policy by signing petitions that are sent to the legislators representing their districts. Walks also bring awareness to local communities of those fighting ALS and of the support available to them through The ALS Association Golden West Chapter.The Golden West Chapter's Public Policy and Leadership Development program is intended to increase understanding, education and awareness of the devastating impact of ALS and the role that Golden West plays in achieving the three core components of our mission; care services for patients and families, global research for treatments and cures, and important Public Policy initiatives. Through these efforts, we engage volunteers in the communities we serve and give them theopportunity to participate in advancing the activity of the organization and the achievement of our mission priorities.This program also encompasses the California ALS Research Summit, an annual gathering of researchers, investigators, clinicians, biotech companies, government representatives and patient advocates in ALS and related fields in the State of California. The purpose of the Summit is to help increase, expedite and promote the amount and level of amyotrophic lateral sclerosis and related research done in California; and to foster networking, collaboration and cooperation among investigators, their peers and their colleagues to identify, develop and deliver new and effective treatments, ideas and, ultimately, cures. 1249636 ALS Clinic Support -The Golden West Chapter is committed to making sure that people living with ALS have access to specialized care that is based on best practices. Proven by research to help people with ALS live longer and better lives, access to multidisciplinary clinics is one of the cornerstones of the Golden West Chapter's wraparound model of care. Chapter care services staff members are embedded in each clinic, where they act as key members of the multidisciplinary team and provide comprehensive support to persons with ALS and their family members/caregivers. This model of care brings together a team of health care professionals specially trained to address the needs of people living with ALS, allowing them to receive care from each discipline during a single visit. The care team typically includes a neurologist, physical therapist, occupational therapist, respiratory therapist, nurse, dietitian, speech language pathologist, social worker, mental health professional, and Golden West Chapter chapter liaison. The ALS clinics supported by the Golden West Chapter provide compassionate care in a supportive, family-oriented atmosphere. In addition to supporting established clinics, the Golden West Chapter supports and promotes satellite clinics that improve access to critically needed services provided within this proven multidisciplinary, wraparound model of care. 542439 National ALS Association -As one of many chapters affiliated with The ALS Association, the Golden West Chapter provides ongoing financial support to The ALS Association national office to support federal public policy initiatives to improve the lives of patients and families living with ALS, as well as global cutting-edge research projects in search of ALS treatments and cures. 542439 7634183 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 30 0 1 55 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA HI X X X Paul Willett 8188658067 5950 Canoga Ave Suite 110 Woodland Hills CA 91367 Patricia Shuler Schimbor Board Chair 1.00 X X 0 0 0 Stacy Inman Board Vice Chair 1.00 X X 0 0 0 Karen Walker Board Treasurer 1.00 X X 0 0 0 Jared Gill Board Secretary 1.00 X X 0 0 0 Jan Medusky Member-at-Large 1.00 X 0 0 0 David W Cragg Sr Board Member 1.00 X 0 0 0 Linda Della Board Member 1.00 X 0 0 0 Gary Galerne Board Member 1.00 X 0 0 0 Jonathan Katz MD Board Member 1.00 X 0 0 0 Robert Lietzke Board Member 1.00 X 0 0 0 Susan Morris Board Member 1.00 X 0 0 0 Michele Newman Board Member 1.00 X 0 0 0 Kathleen Rasmussen Board Member 1.00 X 0 0 0 Shae Selix Board Member 1.00 X 0 0 0 Pranjal Shah Board Member 1.00 X 0 0 0 Kathy Shawyer Maffei Board Member 1.00 X 0 0 0 Simon Wise Board Member 1.00 X 0 0 0 Fred B Fisher President/CEO 40.00 X 504676 0 9337 Cherryl Goldstein VP of Development 40.00 X 196903 0 3807 Sheri Strahl COO 40.00 X 293446 0 5125 Jon Asher Garfinkel VP of Community Outreach 40.00 X 138377 0 0 Audra Hindes VP of Care Services 40.00 X 126241 0 2212 Paul Willett Director of Finance & Admin. 40.00 X 150644 0 2764 1410287 0 23245 6 0 1 0 0 1251054 5077814 3914093 6982 10242961 2319 2319 534434 1251054 534434 0 10245280 0 0 2319 1388434 1388434 476507 357380 23825 95302 3387797 2819351 311712 256734 79435 65933 7220 6282 425722 350105 37032 38585 326220 268233 28355 29632 88132 86450 1682 19100 19100 48000 48000 624743 390744 103802 130197 14577 11986 1267 1324 576660 480835 46857 48968 258978 221233 13305 24440 180068 148060 15651 16357 10081 10081 40028 32913 3479 3636 Research, patient svcs 763354 542439 76641 144274 Constituent activity 424240 348829 36875 38536 Other clinic programs 37500 37500 Licenses & fees 28191 23180 2450 2561 13925 12578 659 688 9211692 7634183 739993 837516 9675612 10331845 925025 1198910 831428 852074 486551 288301 64244 18832 59931 59931 0 0 21185 626142 12004045 13316104 484997 865626 160000 160000 722010 0 0 619625 1367007 1645251 X 8442279 9301541 2194759 2369312 10637038 11670853 12004045 13316104 1033588 227 0 X 0 1 X 1 0 X 7752324 10438540 8807876 10467543 10242961 47709244 7752324 10438540 8807876 10467543 10242961 47709244 47709244 1588 1937 1111 587 2319 7542 180036 180036 47896822 0.99610 0.99570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 48000 48000 9163692 9211692 610585 152646 0 0 559459 523435 613833 610585 2307312 3460968 44000 44000 48000 48000 184000 139865 130859 153458 152646 576828 865242 59931 59931 0 0 Right-of-use liabilities 619625 619625 X 10245507 227 227 10245280 0 10245280 9211692 0 9211692 0 9211692 Part X, Line 2: ALSA-GWC is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by ALSA-GWC in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. ALSA-GWC's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. Napa Ride 973678 776204 197474 18946 67579 3473 1595 105880 Champions 444454 235120 209334 150 18750 78340 112094 3 367356 239730 127626 9490 15057 15458 87622 1785488 1251054 534434 28586 101386 97271 1595 305596 534434 0 1 ALS Association Greater San Diego Chapter 9929 Hilbert St Suite A San Diego CA 92131 043651272 501(c)(3) 198164 0 To support a wraparound model of care ALS Association Greater Sacramento Chapter 5701 Sunrise Blvd Citrus Heights CA 95610 680159292 501(c)(3) 216336 0 To support a wraparound model of care ALS Association Orange County Chapter 3002 Dow Ave Unit 524 Tustin CA 92780 330282720 501(c)(3) 173934 0 To support a wraparound model of care Regents of the University of California Irvine 200 S Manchester Suite 110 Orange CA 92868 952226406 501(c)(3) 100000 0 To support a wraparound model of care Faculty Physicians & Surgeons of LLUSM 11370 Anderson St Suite B-100 Loma Linda CA 92354 330672915 501(c)(3) 100000 0 To support a wraparound model of care Regents of the University of California Department of Neurosciences 9500 Gilman Dr La Jolla CA 920935004 956006144 501(c)(3) 100000 0 To support a wraparound model of care UC Davis Multidisciplinary ALS Clinic 4860 Y St Suite 3850 Sacramento CA 95817 946036494 501(c)(3) 100000 0 To support a wraparound model of care Cedar-Sinai Medical Center 8700 Beverly Blvd Los Angeles CA 90048 951644600 501(c)(3) 100000 0 To support a wraparound model of care Forbes Norris ALS Research Center 2324 Sacramento St San Francisco CA 94115 941156581 501(c)(3) 100000 0 To support a wraparound model of care Regents of the University of California San Francisco 1855 Folsom St MCB 425 Box 0897 San Francisco CA 94143 946036493 501(c)(3) 100000 0 To support a wraparound model of care Keck Medical of USC ALS Clinic University of Southern California University Gardens Suite 205 Los Angeles CA 90089 951642394 501(c)(3) 100000 0 To support a wraparound model of care 11 0 Part I, Line 2: Grantees submit an application for chapter support that includes proposed program activities, anticipated impact/results, and the related program budget. After a review by executive and program leadership as well as the Board of Directors, proposals that represent a comprehensive, wraparound model of care paired with feasible and relevant objectives and appropriate budget plans are approved and the applicants notified. To ensure that progress is being made and to allow for program modifications if necessary, a six month progress report is required of all grantees. A year-end report confirms the impact of the grant and creates the platform for the application for renewed funding. To receive clinic support, the ALS clinic must be in the State of California and must maintain and adhere to the national standards of Certified Treatment Centers of Excellence (CTCEs). The standards require a multidisciplinary team approach, a cornerstone of the wraparound model of care. Compliance is monitored through on-site clinic participation by chapter staff as well as compliance monitoring by The ALS Association national office. CTCEs must submit an annual report to the national office. Once the national office reviews and confirms adherence to CTCE standards, the CTCE is awarded funding to support clinic services for one year. X X X 0 0 0 0 0 0 0 1 0 Fred B Fisher President/CEO 464676 0 40000 0 0 0 8543 0 794 0 514013 0 0 0 Sheri Strahl COO 250730 0 22470 0 20246 0 4331 0 794 0 298571 0 0 0 Cherryl Goldstein VP of Development 196903 0 0 0 0 0 3241 0 566 0 200710 0 0 0 Paul Willett Director of Finance & Admin. 140367 0 0 0 10277 0 2198 0 566 0 153408 0 0 0 Part I, Line 7 Compensation potentially includes a discretionary performance-based bonus. Compensation for officers and key employees of the organization is determined through the annual budget process and is approved by the President/CEO and the governing board. The Board approves all bonuses and incentive (merit) salary increases for the President/CEO. The other reportable compensation is cashed out of excess vacation time. Form 990, Part VI, Section B, line 11b Prior to filing and upon completion of the audit field work, a draft of the financial statements and Form 990 is presented to the board at the first board meeting following the audit. Form 990, Part VI, Section B, line 12c Each new hire is required to complete a conflict of interest document. On an annual basis, each employee and board member is required to sign an updated form. Form 990, Part VI, Section B, line 15 The executive committee of the board determines the compensation for the President/CEO. After application of the annual Consumer Price Index inflation rate, any discretionary adjustment is based on comparable salary data, compensation trends in the industry, tenure and retention goals, meritorious achievements in the prior year, and project load for the ensuing year. Compensation potentially includes a discretionary performance-based bonus. Compensation for officers and key employees of the organization is determined through the annual budget process and is approved by the President/CEO and the governing board. All salaries are researched through comparable non-profit data. Form 990, Part VI, Section C, line 19 The Chapter provides access to its audited financial statements and Form 990 through its website. Chapter financials can also be viewed on the Charity Navigator and GuideStar websites. Chapter financial statements and a public copy of the Form 990 can be viewed on the Dept. of Registry Trusts website.