2024-10-23T14:11:11-05:00 2024-06-30 954557617 Harrington Group CPAs LLP 2698 Mataro Street Pasadena CA 91107 990 2023-07-01 953718119 Alzheimer's Greater Los Angeles ALZH 3239383379 4221 Wilshire Blvd 290-5 Los Angeles CA 90010 Bret Schaefer CFO 3239383379 2024-10-23 1 1 Oswaldo D Torres CPA P02465082 6264036801 2023 2024-10-15 13:58:12Z X Alzheimer's Los Angeles Bret Schaefer 4221 Wilshire Blvd 290-5 Los Angeles CA 90010 9350853 0 X www.alzheimersla.org X 1981 CA Alzheimer's Greater Los Angeles' mission is to improve the lives of local families affected by Alzheimer's & other dementias by increasing awareness, delivering effective programs & services, providing compassionate support, advocating for quality care and a cure, and supporting local research. 100% of all money raised stays local, allowing us to provide free care and support to the community we serve in Greater Los Angeles. 19 19 50 124 0 0 6573280 5963901 54473 13666 41700 646733 44469 41641 6713922 6665941 171871 260991 0 0 4603236 5287222 0 0 889576 2302233 2528191 7077340 8076404 -363418 -1410463 11998798 10784046 1276507 952079 10722291 9831967 X Alzheimer's Greater Los Angeles' mission is to improve the lives of local families affected by Alzheimer's & other dementias by increasing awareness, delivering effective programs & services, providing compassionate support, advocating for quality care and a cure, and supporting local research. 100% of all money raised stays local, allowing us to provide free care and support to the community we serve in Greater Los Angeles. 0 0 4312701 260991 Family, Education, and Services: Alzheimer's Greater Los Angeles provides programs and services to families throughout its territory at little or no cost. These include information and referral, support groups, care consultation, community, family and caregiver education, safety services, early-stage services, and a toll-free helpline and contact center. Callers can get referrals to local services and educational programs, assistance with challenging behaviors, and information about the disease and its treatment. We provide special services to reach Latino, African American, and Asian/Pacific Islander populations. 1126335 Public Awareness: Awareness of Alzheimer's Greater Los Angeles and education about Alzheimer's disease are key to accelerating progress. We strive to make more people aware of the services available for those facing this disease and the benefits of early detection. We also engage the media and our Alzheimer's Greater Los Angeles "champions", encouraging them to advocate, donate, and participate to move this cause forward. 909076 13666 Professional Training: Alzheimer's Los Angeles offers programs dedicated to helping healthcare professionals deliver quality care to people with dementia and their families. Training programs are tailored to those working in community-based residential-care and healthcare settings including but not limited to; providers, nurses, social workers, adult service providers, activity staff, direct care providers, and administrators. 394855 Public Policy: As Alzheimer's disease threatens to bankrupt families, businesses and our healthcare system, scientists are coming closer to finding better treatments that could drastically alter the course of the disease. The Alzheimer's Greater Los Angeles public policy efforts provide an opportunity for individuals and families dealing with Alzheimer's disease and related dementia to impact the decisions made by state and federal legislators and government agencies. 75000 Research: Alzheimer's Los Angeles is committed to supporting local researchers' efforts to understand, treat, prevent and ultimately, find a cure for Alzheimer's disease. 469855 6817967 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 58 0 1 50 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X Bret Schaefer 3239383379 4221 Wilshire Blvd 290-5 Los Angeles CA 90010 Jeffrey Glassman Co-Chair 2.00 X X 0 0 0 Susan Lord Co-Chair 2.00 X X 0 0 0 Lisa Chalfin Treasurer 0.30 X X 0 0 0 Randi Jones Secretary 0.30 X X 0 0 0 Jacqueline Macias Immediate Past Chair 0.30 X X 0 0 0 John Barnes Director (end 6/24) 0.30 X 0 0 0 Niloo Bedrood Director 0.30 X 0 0 0 Kenneth Chiate Director 0.30 X 0 0 0 Helena Chui MD Director 0.30 X 0 0 0 Ingrid Graham Director (end 6/24) 0.30 X 0 0 0 Winston Greene Director 0.30 X 0 0 0 Alan Hartly Director 0.30 X 0 0 0 Hon Barbara R Johnson Director 0.30 X 0 0 0 Susie Levin Director 0.30 X 0 0 0 Mark S Liberman Director 0.30 X 0 0 0 Kirk Moody Director 0.30 X 0 0 0 Elliott Sainer Director (end 6/24) 0.30 X 0 0 0 Karl J Schulze Director 0.30 X 0 0 0 Zaldy Tan Director 0.30 X 0 0 0 Cynthia Tiedeman Director (end 1/24) 0.30 X 0 0 0 Susan Hirsch Wohl Director 0.30 X 0 0 0 Robert Hirsch Emeritus 0.30 X 0 0 0 Matthew Reid Emeritus 0.30 X 0 0 0 Heather Cooper Ortner President & CEO 40.00 X 262453 0 23503 Bret Coman Schaefer Chief Financial Officer 40.00 X 212628 0 27411 Debra Lynn Cherry Executive Vice President 40.00 X 118819 0 22537 Cathleen Ladd Vice President Programs 40.00 X 164110 0 21977 Jennifer Schlesinger VP, Healthcare Svcs & Prof. 40.00 X 123725 0 14367 Steven Klappholz Chief Philanthropy Officer 40.00 X 227268 0 12282 Barbra McLendon Senior Director, Public Policy 40.00 X 117550 0 5846 1226553 0 127923 9 0 1 0 0 513069 1759435 3691397 5963901 Program fees 900099 13666 13666 13666 207045 207045 2500000 2060312 439688 439688 439688 624600 513069 624600 0 1064 0 1064 1064 Other income 900099 40577 40577 40577 6665941 0 0 702040 260991 260991 525995 421470 21839 82686 3937351 3275618 173656 488077 160884 134872 6989 19023 371918 308931 16007 46980 291074 243383 12611 35080 13211 1014 12197 30500 30500 9040 9040 56744 56744 370792 365140 5652 511885 429270 7283 75332 194073 146373 7457 40243 387582 337211 12804 37567 44388 29654 2081 12653 292016 288244 2029 1743 31298 31298 457669 457669 92686 80507 3432 8747 9934 8370 318 1246 Equip. rental & maint. 14747 13103 667 977 Miscellaneous 7595 4890 1748 957 Taxes and licenses 2378 1736 74 568 Staff recruitment 1653 481 425 747 8076404 6817967 368861 889576 527906 303677 76701 304101 1583253 1729181 134448 110108 124888 149990 755608 499934 305225 255674 6286276 5347045 2609222 2531283 350879 52987 11998798 10784046 799307 644412 56023 244371 421177 63296 1276507 952079 X 9075402 8245526 1646889 1586441 10722291 9831967 11998798 10784046 -1410463 520139 0 X 0 1 X 1 1 1 X 5709840 5333041 9818994 6573280 5963901 33399056 5709840 5333041 9818994 6573280 5963901 33399056 9728757 23670299 75583 154158 176746 210150 207045 823682 18035 19792 48095 43849 40577 170348 34393086 107571 0.68820 0.65180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 0 0 1 19359 0 0 19359 0 5000 5000 13404 13404 0 456563 229231 227332 280641 257299 23342 255674 Corporate bonds 2132194 F Asset backed securities 399089 F 2531283 Operating lease liabilities 63296 63296 X 8773936 520139 1020000 624600 2164739 6609197 56744 56744 6665941 9664260 1020000 624600 1644600 8019660 56744 56744 8076404 Part X, Line 2: ALZLA 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 ALZLA in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. ALZLA's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. Part XI, Line 2d - Other Adjustments: Fundraising event expenses 624,600. Part XII, Line 2d - Other Adjustments: Fundraising event expenses 624,600. Dinner 841869 386573 455296 5330 449966 Hope4ALZ 157327 101842 55485 3021 52464 1 138473 24654 113819 3514 110305 1137669 513069 624600 11865 612735 624600 0 1 Subsidy payments for respite services 319 118365 Medic Alert 5 88 Family Education & Services scholarships 194 142538 Part I, Line 2: Grants to individuals are funded by various government and private sector grants and are approved by the Vice President of Programs, the Executive Vice President, or the Vice President of Professional Services. X X X X 0 0 0 0 0 0 0 0 0 Heather Cooper Ortner President & CEO 261733 0 0 0 720 0 14410 0 9093 0 285956 0 0 0 Bret Coman Schaefer Chief Financial Officer 212628 0 0 0 0 0 11114 0 16297 0 240039 0 0 0 Steven Klappholz Chief Philanthropy Officer 226548 0 0 0 720 0 12282 0 0 0 239550 0 0 0 Cathleen Ladd Vice President Programs 164110 0 0 0 0 0 8580 0 13397 0 186087 0 0 0 Form 990, Part VI, Section B, line 11b A draft of the Form 990 is circulated to the audit committee prior to submission to the Board of Directors for their comments/questions. Revisions are made as necessary. The Form 990 is then submitted to the Board of Directors at least 48 hours prior to submission to the IRS. Form 990, Part VI, Section B, line 12c Board and staff members sign a conflict of interest statement annually and are periodically reminded of the importance of disclosing any conflict of interest. Form 990, Part VI, Section B, line 15a ALZLA has a compensation committee that determines the status of the CEO's compensation. The committee includes key and independent board members. Outside information is used, in combination with the performance of the employee to determine the rate of pay. Form 990, Part VI, Section C, line 19 The ALZLA's most recently filed audit and Form 990 are posted on the ALZLA's website. Documents are also at the headquarters location upon request.