2024-05-15T14:12:16-05:00 2023-06-30 390758449 WIPFLI LLP 170 N RADNOR-CHESTER RD SUITE 200 RADNOR PA 19087 990 2022-07-01 953794678 THE GEORGE G GLENNER ALZHEIMER'S FAMILY CENTERS INC GEOR 6195434700 2765 MAIN ST A CHULA VISTA CA 91911 SCOTT TARDE CEO 6195434700 2024-05-15 1 SCOTT TARDE 999009999 1 SOLOMON MARDAKHAEV P01806552 6105653930 2024-05-08 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z SCOTT TARDE 2765 MAIN ST A CHULA VISTA CA 91911 4050215 0 X WWW.GLENNER.ORG X 1982 CA THE ORGANIZATION'S MISSION IS TO PROVIDE AFFORDABLE AND ACCESSIBLE ADULT DAY CARE AND SUPPORT SERVICES TO FAMILIES AFFECTED BY ALZHEIMER'S AND OTHER FORMS OF MEMORY IMPAIRMENT DISEASES. 7 7 53 7 0 0 629149 1003621 2287585 2854277 279506 9667 80864 -61419 3277104 3806146 0 0 0 0 1768601 1981208 0 0 176363 1593422 1961191 3362023 3942399 -84919 -136253 1501298 1345695 985482 865273 515816 480422 X THE GEORGE G. GLENNER ALZHEIMER'S FAMILY CENTERS, INC. (THE ORGANIZATION) WAS FOUNDED IN 1982 AND IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN A VOCAL ADVOCATE FOR ALZHEIMER'S DISEASE AND OTHER DEMENTIAS. THE ORGANIZATION WAS INCORPORATED UNDER THE NONPROFIT PUBLIC BENEFIT CORPORATION LAWS OF THE STATE OF CALIFORNIA. THE SPECIFIC PURPOSES OF THE ORGANIZATION ARE TO PROVIDE QUALITY ADULT DAY CARE AND SUPPORT SERVICES TO FAMILIES AND OTHERS AFFECTED BY ALZHEIMER'S AND MEMORY IMPAIRMENT DISEASES. THE ORGANIZATION PROVIDES QUALITY ADULT DAY CARE PROGRAMS, FAMILY SUPPORT, INFORMATION AND REFERRALS, CASE MANAGEMENT, CRISIS INTERVENTION, FAMILY AND COMMUNITY EDUCATION, AND ADVOCACY. 0 0 3159268 0 2565584 DAY CARE SERVICES: THE ORGANIZATION OPERATES THREE DAY CARE CENTERS IN SAN DIEGO COUNTY, PROVIDING DAY CARE FOR INDIVIDUALS WITH ALZHEIMER'S DISEASE AND RELATED DEMENTIAS. THESE CENTERS HELP HUNDREDS OF INDIVIDUALS REMAIN SOCIALLY AND PHYSICALLY ACTIVE IN LOVING HOME-LIKE ADULT HEALTH CENTERS, THUS DELAYING PREMATURE INSTITUTIONAL PLACEMENT. WEEKLY FAMILY EDUCATION SERVICES HELP FAMILIES UNDERSTAND THE DISEASE AND TO SUPPORT THEIR ROLE AS CAREGIVER. ADDITIONALLY, COLLABORATIVE PARTNERSHIPS WITH LEADING SAN DIEGO INSTITUTIONS POSITION THE ORGANIZATION ON THE CUTTING EDGE OF RESEARCH, EDUCATION, COMMUNITY, ADVOCACY AND CARE. 171004 0 36643 TOWN SQUARE: GGGAFC ORIGINALLY DEVELOPED TOWN SQUARE, INTELLECTUAL PROPERTY SPECIFICALLY DESIGNED TO FACILITATE AN ENVIRONMENT FOR IMMERSIVE REMINISCENCE THERAPY AND BRING ITS ADULT DAY CARE PARTICIPANTS BACK TO A TIME WHERE THEIR MEMORIES ARE THE STRONGEST. REMINISCENCE THERAPY HAS BEEN SHOWN TO REDUCE AGITATION, IMPROVE MOOD AND IMPROVE SLEEP QUALITY. AS CONSIDERATION FOR THE ASSIGNMENT OF THIS INTELLECTUAL PROPERTY, GGGAFC RECEIVES A PERCENTAGE OF FRANCHISE FEES AND GROSS SALES PAID BY SH TOWN SQUARE FRANCHISING. 124026 0 165484 EDUCATION AND TRAINING: THE ORGANIZATION PROVIDES TRAINING AND COUNSELING SERVICES FOR THE BENEFIT OF CAREGIVERS AND MEDICAL PROFESSIONALS WHO GAIN AN UNDERSTANDING IN CARING FOR INDIVIDUALS WITH ALZHEIMER'S DISEASE AND RELATED DEMENTIAS. FURTHER, THE ORGANIZATION IS A CONTINUING EDUCATION PROVIDER LICENSED THROUGH THE BOARD OF REGISTERED NURSING AND THE CALIFORNIA DEPARTMENT OF SOCIAL SERVICES THAT OFFERS SPECIALIZED ALZHEIMER'S AND DEMENTIA CARE EDUCATION TO PROFESSIONAL AND MEDICAL CAREGIVERS. 109434 0 89284 GUARDIAN ANGELS: THROUGH THE GUARDIAN ANGEL PROGRAM, VOLUNTEERS ARE MATCHED WITH SENIORS IN LONG-TERM CARE FACILITIES. THESE VOLUNTEERS COMMIT TO MAKING THREE ONE-HOUR VISITS A MONTH TO PROVIDE COMPANIONSHIP AND FRIENDSHIP, WHICH ENHANCES THE LIFE OF AN ISOLATED SENIOR AS WELL AS THE VOLUNTEER. 109434 0 89284 3563732 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 23 0 53 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X FERNANDO MOSCOSO 6195434700 2765 MAIN STREET SUITE A CHULA VISTA CA 91911 HOWARD FRANKLIN SMITH II CHAIR 1.00 X X 0 0 0 DAWN EGAN VICE CHAIR/SECRETARY 1.00 X X 0 0 0 K JILL OSMARS TREASURER 1.00 X X 0 0 0 DOUGLAS CALLANT DIRECTOR 1.00 X 0 0 0 KIE COPENHAVER CSA FCFE RHIA DIRECTOR 1.00 X 0 0 0 JULIE DERRY MBA CSA DIRECTOR 1.00 X 0 0 0 WINNIE PAK PHD DIRECTOR 1.00 X 0 0 0 SCOTT TARDE CEO 40.00 X 212447 0 10068 LISA TYBURSKI CMO 40.00 X 114517 0 0 FERNANDO MOSCOSO CFO 40.00 X 114471 0 6634 441435 0 16702 3 0 1 0 SENIOR HELPERS OF SAN DIEGO 928 FORT STOCKTON DRIVE SUITE 205 SAN DIEGO CA 92103 STAFFING SERVICES 578981 MEALS ON WHEELS 2254 SAN DIEGO AVENUE SAN DIEGO CA 92110 PARTICIPANT LUNCH DELIVERY 132615 2 234 96810 429800 476777 5953 1003621 DAY CARE SERVICES 623990 2565584 2565584 EDUCATION AND TRAINING 623990 165484 165484 GUARDIAN ANGELS 623990 89284 89284 REMINISENCE THERAPY - 623990 33742 33742 GLENNERCARE 623990 183 183 2854277 13881 13881 106705 110919 -4214 -4214 -4214 69013 96810 133150 -64137 -64137 2718 2718 2718 3806146 2856995 0 -54470 X 458841 413424 14013 31404 1336532 1204239 40818 91475 29728 24467 3747 1514 156107 128480 19677 7950 57361 48217 9144 736956 736716 240 39309 32496 1034 5779 55091 39229 6502 9360 27697 21988 4749 960 287106 225183 51597 10326 35464 35234 63 167 2933 2421 512 176904 172343 3223 1338 33738 28000 4762 976 FOOD SERVICES 157562 157562 REPAIRS AND MAINTENANCE 128966 119597 7825 1544 PROGRAM SUPPLIES 72673 72673 FEES, LICENSES, AND PER 58743 37977 20133 633 90688 63486 15017 12185 3942399 3563732 202304 176363 17710 140210 338643 179812 259330 256995 47198 43806 1527562 944223 729997 583339 275 275 108145 141258 1501298 1345695 454559 443400 79855 62272 350000 359601 101068 0 985482 865273 X 334927 321372 180889 159050 515816 480422 1501298 1345695 X -136253 6146 94713 X X 0 0 0 X 246559 645627 886855 629149 1003621 3411811 1571945 1447945 1248825 2287585 2854277 9410577 1818504 2093572 2135680 2916734 3857898 12822388 0 798408 887180 506332 1335527 982282 4509729 798408 887180 506332 1335527 982282 4509729 8312659 77494 1622 99231 82757 13881 274985 77494 1622 99231 82757 13881 274985 385 385 750 1834 2718 5302 1896748 2095194 2235296 3001325 3874497 13103060 0.63440 0.57120 0.02100 0.01750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 95474 3713 99187 104957 -9483 95474 84470 20487 104957 85428 -958 84470 83582 1846 85428 1.00000 0.00000 0.00000 1 0 1077505 717250 360255 450057 226973 223084 583339 SECURITY DEPOSIT 42071 BENEFICIAL INTEREST IN ENDOWMENT FUNDS 99187 141258 PART V, LINE 4: THE ORGANIZATION HAS A BENEFICIAL INTEREST IN AN ENDOWMENT FUND HELD AT SAN DIEGO FOUNDATION, WHICH IS CLASSIFIED AS A QUASI-ENDOWMENT. THE MONEY IS INVESTED AND THE INVESTMENTS MUST BE MAINTAINED IN PERPETUITY. THE ORGANIZATION RECEIVES DISTRIBUTIONS OF EARNINGS ON AN ANNUAL BASIS. THE DISTRIBUTIONS ARE USED TO FURTHER THE ORGANIZATION'S MISSION AND GOALS. IN AUGUST 2016 THE ORGANIZATION TRANSFERRED ASSETS TO THE RANCHO SANTA FE FOUNDATION (THE "RSF FOUNDATION") WHICH IS HOLDING THEM AS DESIGNATED ENDOWMENT FUND FOR THE EXCLUSIVE BENEFIT OF THE GLENNER ALZHEIMER'S FAMILY CENTERS ENDOWMENT FUND ("RSF FUND") FOR THE BENEFIT OF THE ORGANIZATION WHICH IS CLASSIFIED AS A QUASI-ENDOWMENT. AS SUCH THE ORGANIZATION WILL BENEFIT ONLY FROM THE EARNINGS FROM THE VALUE OF THE ASSETS. THE ORGANIZATION WILL RECEIVE DISTRIBUTIONS OF EARNINGS ON AN ANNUAL BASIS. THE DISTRIBUTIONS WILL BE USED TO FURTHER THE ORGANIZATION'S MISSION AND GOALS. GLENNER TURNS 40 165823 96810 69013 133150 165823 96810 69013 133150 133150 -64137 X 0 0 0 1 0 0 0 0 0 SCOTT TARDE CEO 194057 0 18390 0 0 0 10068 0 0 0 222515 0 0 0 PART I, LINE 5 AS PART OF THE COMPENSATION PLAN, THE CEO/EXECUTIVE DIRECTOR WILL RECEIVE MONTHLY PAYMENTS EQUAL TO 10% OF THE ORGANIZATIONS'S EARNINGS FROM SH TOWN SQUARE FRANCHISING. FORM 990, PART VI, SECTION B, LINE 11B THE FOLLOWING IS THE PROCESS FOR REVIEW AND APPROVAL OF THE FORM 990: 1) THE FORM 990 WILL BE SENT TO THE CFO AND CEO FROM THE RETURN PREPARER (OR THE AUDIT COMMITTEE IF IN PLACE). 2) THE FORM 990 WILL BE REVIEWED BY THE CFO AND CEO. 3) THE FORM 990 WILL BE SENT TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO FILL OUT CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRES ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS LOOKS AT THE GROWTH OF THE ORGANIZATION (PROGRAMS) FROM THE TIME OF HIRE OR FROM PREVIOUS RAISE TO DETERMINE THE ADDED DUTIES/RESPONSIBILITIES OF THE CEO. THEY ALSO GATHER CEO COMPENSATION INFORMATION FROM OTHER COMPARABLE ORGANIZATIONS TO VALIDATE THE REQUESTED/GRANTED COMPENSATION. AFTER GATHERING THE INFORMATION AND REVIEWING IT, THE BOARD MEETS AND COMES TO AN AGREEMENT TO UPDATE THE CEO'S SALARY. OTHER OFFICERS HAVE A SIMILAR PROCESS, BUT INSTEAD OF THE BOARD GATHERING THE INFORMATION, THE CEO GATHERS THAT INFORMATION, MAKES A DECISION, AND BRINGS IT TO THE BOARD FOR APPROVAL DURING THE ANNUAL BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS ANNUAL AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 736,716. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 240. TOTAL EXPENSES 736,956. FORM 990, PART XI, LINE 9: PRIOR YEAR AUDIT ADJUSTMENTS MADE AFTER 990 FILING 94,713. FORM 990, PART XII, LINE 2C: NEITHER THE AUDIT OVERSIGHT PROCESS, NOR THE PROCESS FOR SELECTION OF AN INDEPENDENT AUDITOR, CHANGED FROM THE PRIOR YEAR.