ALZHEIMER'S ORANGE COUNTY

EIN: 953702013 501(c)(3) Diseases & Disorders

IRVINE, CA

Total Revenue
$6,468,941
Total Expenses
$6,284,343
Total Assets
$5,585,911
Net Assets
$3,163,851
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1982
Legal Domicile
CA
Principal Officer
JAMES MCALEER
Phone
9499559000
Tax Period
2024-07-01 to 2025-06-30

ALZHEIMER'S ORANGE COUNTY, founded in 1982, is a community nonprofit in the Diseases & Disorders sector that reported $6.5M in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year.

Mission

SERVICES TO ORANGE COUNTY INDIVIDUALS WITH MEMORY LOSS, FRAIL SENIORS, AND THOSE WHO SUPPORT THEM.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,214,157
Program Service Revenue $2,978,171
Investment Income $28,519
Other Revenue $248,094
TOTAL REVENUE $6,468,941

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,992,449
Fundraising Expenses $276,746
Program Expenses $5,730,851
Other Expenses $2,291,894
TOTAL EXPENSES $6,284,343

Year-over-Year Comparison

2024 2023 Change
Revenue $6,468,941 $7,656,496 -0.2%
Expenses $6,284,343 $6,773,047 -0.1%
Net Income $184,598 $883,449 -0.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
19
Independent Members
19
Employees
81
Volunteers
500

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$525,569
Total Directors
19
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LAWRENCE HARTLEY IMMEDIATE PAST CHAIR 4.00
Director
$0 $0 $0
ROBERT ORTEGA CHAIRMAN 4.00
Director
$0 $0 $0
ROBIN RICHTER SECRETARY 4.00
Director
$0 $0 $0
DUNG TRINH TREASURER 4.00
Director
$0 $0 $0
MATTHEW STEIN ADHOC 4.00
Director
$0 $0 $0
CHARLENE JESSUP BOARD MEMBER 4.00
Director
$0 $0 $0
PATTY JUNEAU BOARD MEMBER 4.00
Director
$0 $0 $0
DIANE MONTGOMERY BOARD MEMBER 4.00
Director
$0 $0 $0
MARTY SCHWARTZMAN BOARD MEMBER 4.00
Director
$0 $0 $0
BURTON YOUNG BOARD MEMBER 4.00
Director
$0 $0 $0
FRANK CARFIOLI BOARD MEMBER 4.00
Director
$0 $0 $0
MICHELLE EGERER BOARD MEMBER 4.00
Director
$0 $0 $0
JOSHUA MONS BOARD MEMBER 4.00
Director
$0 $0 $0
PATRICIA SOLDANO BOARD MEMBER 4.00
Director
$0 $0 $0
DIANE MONDINI BOARD MEMBER 4.00
Director
$0 $0 $0
JACQUE DUPONT-CARLSON BOARD MEMBER 4.00
Director
$0 $0 $0
YVETTE KELLEY BOARD MEMBER 4.00
Director
$0 $0 $0
MIRIAM ROMO BOARD MEMBER 4.00
Director
$0 $0 $0
ALISON HOEVEN BOARD MEMBER 4.00
Director
$0 $0 $0
JAMES MCALEER III PRESIDENT/CEO 40.00
Officer
$399,840 $10,729 $410,569
JUVI DE NEVE COO/CFO 40.00
Officer
$115,000 $0 $115,000
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $6,468,941 $6,284,343 $5,585,911 $184,598
2024 $7,656,496 $6,773,047 $5,812,997 $883,449
2023 $11,719,206 $13,416,135 $4,924,434 $-1,696,929
2022 $23,261,000 $27,861,486 $11,501,259 $-4,600,486
2021 $18,143,828 $16,486,888 $18,311,844 $1,656,940
2021 $18,130,983 $13,912,341 $22,612,567 $4,218,642
2020 $8,179,516 $8,791,815 $13,272,717 $-612,299
2019 $8,916,510 $9,313,260 $14,328,831 $-396,750
Explore More Nonprofits
Top 100 Nonprofits in California Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare ALZHEIMER'S ORANGE COUNTY with other nonprofits in California and across the country.