2025-12-01T13:01:06-06:00 2025-06-30 330783700 PDM LLP 3460 TORRANCE BLVD STE 200 TORRANCE CA 90503 990 2024-07-01 953463975 ALZHEIMER'S FAMILY SERVICES CENTER ALZH 7145939630 9451 INDIANAPOLIS AVENUE HUNTINGTON BEACH CA 92646 JOANNA RICHARDSON-JONES CHIEF EXECUTIVE OFFICER 7145939630 2025-11-25 1 1 PRESTON GEGENFURTNER CPA P01347982 3105404118 2024 2025-03-06 01:10:19Z ALZHEIMER'S FAMILY CENTER JOANNA RICHARDSON-JONES 9451 INDIANAPOLIS AVENUE HUNTINGTON BEACH CA 92646 4232059 0 X WWW.AFSCENTER.ORG X 1980 CA TO PROVIDE SUPPORT GUIDANCE AND TREATMENT FOR DEMENTIA PATIENTS AND THEIR FAMILIES 14 14 40 14 0 0 2724703 2084703 1616848 1825769 235490 270409 8593 3970 4585634 4184851 0 0 0 0 3724893 3563963 0 0 350901 1588631 1013658 5313524 4577621 -727890 -392770 6886712 6557668 513260 600455 6373452 5957213 X TO IMPROVE THE QUALITY OF LIFE FOR FAMILIES CHALLENGED BY ALZHEIMER'S DISEASE OR ANOTHER DEMENTIA, THROUGH SERVICES TAILORED TO MEET INDIVIDUAL NEEDS. 0 0 3894900 1825769 THE ORGANIZATION PROVIDED 22,002 PATIENT DAYS OF CARE, FOR 262 INDIVIDUALS AFFECTED BY ALZHEIMER'S DISEASE OR ANOTHER DEMENTIA, INCLUDING MEDICAL, THERAPEUTIC, NUTRITIONAL, AND PERSONAL CARE THROUGH IN-PERSON AND TEMPORARY ALTERNATIVE SERVICE. 10,897 TRIPS BETWEEN PATIENT HOMES AND THE CENTER WITH OUR DOOR-TO-DOOR TRANSPORTATION SERVICE. 10,480 HOURS OF INTENSIVE CARE MANAGEMENT BY SOCIAL WORKERS AND NURSES FOR 262 UNDUPLICATED PATIENTS AND 655 CAREGIVERS OF PATIENTS WITH ALZHEIMER'S DISEASE OR ANOTHER DEMENTIA. 1,884 NURSING INTERVENTIONS TO NOTIFY PHYSICIANS AND FAMILIES OF A CHANGE IN PATIENT'S CONDITION AND COORDINATE MEDICAL INTERVENTIONS. 36,995 MEALS SERVED TO THE ORGANIZATION'S PATIENTS THAT MEET OR EXCEED NUTRITIONAL STANDARDS FOR GERIATRIC PATIENTS. 1,036 HOURS OF BEHAVIORAL HEALTH SERVICES PROVIDED TO PATIENTS AND CAREGIVERS THROUGH THE OUTPATIENT SERVICES BEHAVIORAL HEALTH PROGRAM. OVER 300 ATTENDEES TO CAREGIVER SUPPORT GROUPS ANNUALLY AT THE ORGANIZATION. OVER 35 HOURS OF COMMUNITY-BASED EDUCATION OFFERED BY DEMENTIA PROFESSIONALS FOCUSING ON EARLY INTERVENTION, RISK REDUCTION, AND HEALTHY BRAIN AGING. REACHED OVER 4,000 INDIVIDUALS ACROSS SOUTHERN CALIFORNIA VIA 20 COMMUNITY-BASED EVENTS. 1,404 INDIVIDUALS CONCERNED ABOUT MEMORY LOSS WERE PROVIDED INFORMATION OR REFERRALS AND EITHER OR MEMORY CHEKUPS BY IN HOUSE DEMENTIA CARE EXPERTS. 3894900 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 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 13 0 1 40 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X CHERRYLYN JUCABAN 7145931860 9541 INDIANAPOLIS AVE HUNTINGTON BEACH CA 92646 MARY LOU SHATTUCK CHAIR 4.00 X X 0 0 0 RICHARD MILO TREASURER 1.00 X X 0 0 0 TIFFANY SCURRY SECRETARY 1.00 X X 0 0 0 AARON RITTER MD BOARD MEMBER 1.00 X 0 0 0 KIMBERLY GEIGELE OSWALD BOARD MEMBER 1.00 X 0 0 0 MARTIN KLEINBART DPM BOARD MEMBER 1.00 X 0 0 0 JEFFREY HARPSTER BOARD MEMBER 1.00 X 0 0 0 JOHN GENTILE MD BOARD MEMBER 1.00 X 0 0 0 MICHAEL STEPHENS BOARD MEMBER 1.00 X 0 0 0 LAURA DESOTO BOARD MEMBER 1.00 X 0 0 0 SHERYL BOURGEOIS PHD BOARD MEMBER 1.00 X 0 0 0 TOM SPARKS BOARD MEMBER 1.00 X 0 0 0 PETER FOULKE BOARD MEMBER 1.00 X 0 0 0 GWYN PARRY MD BOARD MEMBER 1.00 X 0 0 0 JOANNA RICHARDSON-JONES CEO 40.00 X 302235 0 19806 CHERYL ALVAREZ DIR. OF OUTPATIENT BEHAVIO 40.00 X 144079 0 18916 TRACI ROUNDY DIRECTOR OF PROGRAMS 40.00 X 144406 0 18918 CHERRYLYN JUCABAN DIRECTOR OF OPERATIONS 40.00 X 194399 0 17164 AIMEE RUIZ HUMAN RESOURCES MANAGER 40.00 X 139227 0 14955 JOVANNI JUAREZ MANAGER OF PROGRAMS 40.00 X 101745 0 7353 1026091 0 97112 6 0 1 0 ABRAZAR INC 7101 WYOMING ST WESTMINSTER CA 92683 TRANSPORTATION FOR PATIENTS 124904 1 24030 744836 1315837 2084703 MEDI-CAL FEES 624100 965252 965252 CLIENT FEES 624100 860517 860517 1825769 270409 270409 47208 24030 47208 0 MISCELLANEOUS 900099 3970 3970 3970 4184851 1829739 0 270409 829287 701067 68097 60123 2028201 1714609 166547 147045 119347 101445 9548 8354 376540 320059 30123 26358 210588 175740 18341 16507 39087 33043 3210 2834 28705 28705 159193 117730 41463 8430 8430 29635 27673 1042 920 166852 141054 13702 12096 95157 80444 7814 6899 6239 5275 512 452 13155 11121 1080 954 96488 81570 7923 6995 TRANSPORTATION 156264 156264 REPAIR & MAINTENANCE 99366 84002 8160 7204 FOOD 57513 57513 PATIENT RELATED CARE 29509 29509 28065 56782 -32984 4267 4577621 3894900 331820 350901 230025 351557 2511591 1678646 87088 103846 200173 212433 10211 16347 625328 416196 36124 209132 3811500 3985707 6886712 6557668 513260 600455 513260 600455 X 6373452 5901767 55446 6373452 5957213 6886712 6557668 -392770 -23469 0 X X 0 1 X 1 0 X 2908157 3462110 3077846 2724703 2084703 14257519 1695435 1331104 1109942 1616848 1825769 7579098 4603592 4793214 4187788 4341551 3910472 21836617 0 0 0 21836617 3599 -21068 119930 235490 270409 608360 3599 -21068 119930 235490 270409 608360 5148 5135 9151 8593 3970 31997 4612339 4777281 4316869 4585634 4184851 22476974 0.97150 0.98040 0.02710 0.01740 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER - 2020 AMOUNT: $ 5,148. 2021 AMOUNT: $ 5,135. 2022 AMOUNT: $ 9,151. 2023 AMOUNT: $ 8,593. 2024 AMOUNT: $ 3,970. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 282147 166306 115841 296209 218935 77274 46972 30955 16017 209132 CERTIFICATES OF DEPOSIT 3985707 F 3985707 X 4534175 -23469 372793 349324 4184851 0 4184851 4950414 372793 372793 4577621 0 4577621 PART X, LINE 2: UNCERTAIN TAX POSITIONS FOOTNOTE PER AUDITED FINANCIAL STATEMENTS: IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, THE ORGANIZATION RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT OF BEING SUSTAINED IN AN AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. TO DATE, THE ORGANIZATION HAD NO TAX POSITIONS WHICH, IN THE OPINION OF MANAGEMENT, WILL BE REVERSED IF CHALLENGED BY A TAXING AUTHORITY. DURING THE YEAR, THE ORGANIZATION DID NOT RECOGNIZE ANY AMOUNT IN POTENTIAL INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS. X GALA 71238 24030 47208 47208 71238 24030 47208 47208 47208 0 1 X X X 0 0 0 0 0 0 0 0 0 JOANNA RICHARDSON-JONES CEO 302235 0 0 0 0 0 0 0 19806 0 322041 0 0 0 CHERRYLYN JUCABAN DIRECTOR OF OPERATIONS 194399 0 0 0 0 0 0 0 17164 0 211563 0 0 0 TRACI ROUNDY DIRECTOR OF PROGRAMS 144406 0 0 0 0 0 0 0 18918 0 163324 0 0 0 CHERYL ALVAREZ DIR. OF OUTPATIENT BEHAVIO 144079 0 0 0 0 0 0 0 18916 0 162995 0 0 0 AIMEE RUIZ HUMAN RESOURCES MANAGER 139227 0 0 0 0 0 0 0 14955 0 154182 0 0 0 PART I, LINE 3 THE BOARD APPROVES THE COMPENSATION FOR JOANNA RICHARDSON-JONES, CEO. COMPENSATION IS BASED ON COMPARING ADMINISTRATIVE COMPENSATION FROM OTHER LOCAL NON-PROFITS. JOANNA HAS A WRITTEN EMPLOYMENT CONTRACT WITH THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED TO THE AUDIT COMMITTEE AND THEY REVIEW AND APPROVE THE RETURN IN THEIR MEETING, AND PROVIDE A COPY TO THE FULL BOARD FOR INFORMATION PURPOSES ONLY. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD OF DIRECTORS UPON APPOINTMENT TO THE BOARD AND ANNUALLY THEREAFTER, REVIEW THE ORGANIZATION'S BOARD OF DIRECTORS CONFLICT OF INTEREST POLICY AND FILE A STATEMENT DISCLOSING TO THE ORGANIZATION ANY MATTER WHICH WOULD CONSTITUTE SUCH A DIRECTOR AS AN INTERESTED DIRECTOR. WHERE NO CONFLICT IS FORSEEN, THE DIRECTOR SHALL SO STATE HIS/HER STATEMENT. WHEN AN AVOIDABLE CONFLICT OF INTEREST EXISTS OR ARISES ON THE PART OF THE INTERESTED DIRECTOR, HE/SHE SHALL RESOLVE THE CONFLICT BY DECLARING FORMALLY ANY INTEREST HE/SHE OR HIS/HER FAMILY MIGHT HAVE IN THE MATTER. AFTER DISCLOSURE OF THE CONFLICT ALONG WITH ALL MATERIAL FACTS AND ANY DISCUSSION WITH THE INTERESTED DIRECTOR, THE BOARD WILL VOTE TO DETERMINE IF THE PROPOSED TRANSACTION OF ARRANGEMENT PRESENTS A CONFLICT OF INTEREST. IN THE EVENT THE BOARD DETERMINES THE PROPOSED TRANSACTION OR ARRANGEMENT PRESENTS A CONFLICT OF INTEREST, THE BOARD SHALL TAKE THE FOLLOWING ACTIONS: (A) AN INTERESTED DIRECTOR MAY MAKE A PRESENTATION AT THE BOARD MEETING, AFTER WHICH THE BOARD WILL VOTE AND DETERMINE IF THE TRANSACTION/ARRANGEMENT PRESENTS A CONFLICT OF INTEREST. (B) THE CHAIR OF THE BOARD, IF APPROPRIATE, SHALL APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE AN ALTERNATIVE TO THE PROPOSED TRANSACTION OR ARRANGEMENT. (C) AFTER EXERCISING DUE DILIGENCE, THE BOARD SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITHIN REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. (D) IF A MORE ADVANTAGEOUS TRANSACTION FOR THE ARRANAGEMENT IS NOT REASONABLY POSSIBLE UNDER THE CIRCUMSTANCES, THE BOARD SHALL DETERMINE BY A MAJORITY VOTE IF THE DISINTERESTED DIRECTORS TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATIONS BEST INTEREST AND WHETHER IT IS FAIR AND REASONABLE. THE BOARD SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH THE DETERMINATION AND APPROPRIATELY DISCLOSE THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 ON AN ANNUAL BASIS THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS RECEIVES INFORMATION FROM THE CFO REGARDING THE SALARY RANGES FOR ALL STAFF OF THE ORGANIZATION. THE CFO REVIEWS THE EXISTING SALARY RANGES PREVIOUSLY APPROVED BY THE AUDIT COMMITTEE AND COMPARE AGAINST DATA REGARDING SIMILAR ORGANIZATIONS IN SIZE (NUMBER OF STAFF BUDGET SIZE), GEOGRAPHIC LOCATION, TYPE OF SERVICE PROVIDED, AND NUMBER OF STAFF SUPERVISED BY A POSITION, IF APPLICABLE. THIS DATA COMES FROM VAIOUS SOURCES INCLUDING THE CENTER OF NONPROFIT MANAGEMENT'S ANNUAL SALARY/BENEFIT REVIEW, ABBOTT-LANGER NONPROFIT ORGANIZATION SALARY/BENEFIT REVIEW, AND SALARY.COM. IF THE SALARIES AND/OR BENEFITS ARE NOT COMPARABLE TO SIMILAR ORGANIZATIONS, THE CFO BRINGS THESE DISCREPENCIES TO THE AUDIT COMMITTEE'S ATTENTION. THE COMMITTEE DOES NOT SEE INDIVIDUAL SALARIES BUT DOES SET SALARY RANGES BASED ON THE INFORMATION PROVIDED BY THE CFO WITH THE BACK-UP PROVIDED BY THE MATERIALS UTILIZED FOR REVIEW. THE DELIBERATIONS AND DECISIONS ON SALARIES ARE INCLUDED IN THE MINUTES OF THE MEETING. THE CEO USES THE SALARY INCREASE POLL APPROVED BY THE BOARD OF DIRECTORS FOR THE ANNUAL REVIEWS OF THE OPERATING OFFICER AND DEPARTMENT DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY & FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: SIMILAR TO PRIOR YEAR