2025-02-06T11:23:22-06:00 2024-06-30 330783700 PDM LLP 3460 TORRANCE BLVD STE 200 TORRANCE CA 90503 990 2023-07-01 953463975 ALZHEIMER'S FAMILY SERVICES CENTER ALZH 7145939630 9451 INDIANAPOLIS AVENUE HUNTINGTON BEACH CA 92646 JOANNA RICHARDSON-JONES CHIEF EXECUTIVE OFFICER 7145939630 2025-01-31 1 0 PRESTON GEGENFURTNER CPA P01347982 3105404118 2023 2025-03-06 01:10:19Z ALZHEIMER'S FAMILY CENTER JOANNA RICHARDSON-JONES 9451 INDIANAPOLIS AVENUE HUNTINGTON BEACH CA 92646 4585634 0 X WWW.AFSCENTER.ORG X 1980 CA TO PROVIDE SUPPORT GUIDANCE AND TREATMENT FOR DEMENTIA PATIENTS AND THEIR FAMILIES 15 15 45 15 0 0 3077846 2724703 1109942 1616848 119930 235490 9151 8593 4316869 4585634 0 0 0 0 3341292 3724893 0 0 373040 1165340 1588631 4506632 5313524 -189763 -727890 7563132 6886712 523794 513260 7039338 6373452 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 4464327 1616848 THE ORGANIZATION PROVIDED 21,746 PATIENT DAYS OF CARE, FOR 269 INDIVIDUALS AFFECTED BY ALZHEIMER'S DISEASE OR ANOTHER DEMENTIA, INCLUDING MEDICAL, THERAPEUTIC, NUTRITIONAL, AND PERSONAL CARE THROUGH TEMPORARY ALTERNATIVE SERVICE. 11,780 TRIPS BETWEEN PATIENT HOMES AND THE CENTER WITH OUR DOOR-TO-DOOR TRANSPORTATION SERVICE. 10,760 HOURS OF INTENSIVE CARE MANAGEMENT BY SOCIAL WORKERS AND NURSES FOR 269 UNDUPLICATED PATIENTS AND 672 CAREGIVERS OF PATIENTS WITH ALZHEIMER'S DISEASE OR ANOTHER DEMENTIA. 1,892 NURSING INTERVENTIONS TO NOTIFY PHYSICIANS AND FAMILIES OF A CHANGE IN PATIENT'S CONDITION AND COORDINATE MEDICAL INTERVENTIONS. 33,970 MEALS SERVED TO THE ORGANIZATION'S PATIENTS THAT MEET OR EXCEED NUTRITIONAL STANDARDS FOR GERIATRIC PATIENTS. 2,015 HOURS OF BEHAVIORAL HEALTH SERVICES PROVIDED TO PATIENTS AND CAREGIVERS THROUGH THE OUTPATIENT SERVICES BEHAVIORAL HEALTH PROGRAM. OVER 350 ATTENDEES TO CAREGIVER SUPPORT GROUPS ANNUALLY AT THE ORGANIZATION. OVER 30 HOURS OF COMMUNITY-BASED EDUCATION OFFERED BY DEMENTIA PROFESSIONALS FOCUSING ON EARLY INTERVENTION, RISK REDUCTION, AND HEALTHY BRAIN AGING. REACHED 3,000 INDIVIDUALS ACROSS SOUTHERN CALIFORNIA VIA 30 COMMUNITY-BASED EVENTS. 970 INDIVIDUALS CONCERNED ABOUT MEMORY LOSS WERE PROVIDED INFORMATION OR REFERRALS AND EITHER OR MEMORY CHEKUPS BY IN HOUSE DEMENTIA CARE EXPERTS. 4464327 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 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 45 1 0 0 0 0 0 0 0 0 0 0 X 15 15 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 1.00 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 MARISSA DEMES BOARD MEMBER 1.00 X 0 0 0 JOANNA RICHARDSON-JONES CEO 40.00 X 297611 0 19827 CHERYL ALVAREZ DIR. OF OUTPATIENT BEHAVIO 40.00 X 140486 0 18916 TRACI ROUNDY DIRECTOR OF PROGRAMS 40.00 X 143247 0 18918 CHERRYLYN JUCABAN DIRECTOR OF OPERATIONS 40.00 X 191608 0 15335 AIMEE RUIZ HUMAN RESOURCES MANAGER 40.00 X 146367 0 13344 JOVANNI JUAREZ MANAGER OF PROGRAMS 40.00 X 100069 0 6713 1019388 0 93053 6 0 1 0 EXPRESS TRANSPORTATION SYSTEMS 6951 FLIGHT RD RIVERSIDE CA 92504 TRANSPORTATION FOR PATIENTS 504522 DEVA TRANSPORTATION LLC 1126 TAOS WAY BAKERSFIELD CA 93307 TRANSPORTATION FOR PATIENTS 149393 2 810867 1913836 2724703 CLIENT FEES 624100 828591 828591 MEDI-CAL FEES 624100 788257 788257 1616848 235490 235490 MISCELLANEOUS 900099 8593 8593 8593 4585634 1625441 0 235490 812748 690836 65020 56892 2195226 1852058 181982 161186 116340 98889 9307 8144 367140 312069 29371 25700 233439 195114 20192 18133 40861 34544 3355 2962 9859 9859 26925 26925 179622 128954 50668 10614 10614 25045 23311 921 813 138685 117243 11388 10054 93803 79299 7703 6801 8175 6911 671 593 20051 16950 1647 1454 68258 57704 5605 4949 TRANSPORTATION 620512 620512 REPAIR & MAINTENANCE 133731 113055 10981 9695 PROVISION FOR UNCOLLECT 62717 62717 FOOD 47929 47929 101844 68949 28513 4382 5313524 4464327 476157 373040 685870 230025 2758100 2511591 266766 87088 147330 200173 22810 10211 567412 531288 36280 36124 3645976 3811500 7563132 6886712 523794 513260 523794 513260 X 6727393 6373452 311945 0 7039338 6373452 7563132 6886712 -727890 62004 0 X 0 1 X 1 0 X 3116214 2908157 3462110 3077846 2724703 15289030 2681114 1695435 1331104 1109942 1616848 8434443 5797328 4603592 4793214 4187788 4341551 23723473 0 0 0 23723473 83420 3599 -21068 119930 235490 421371 83420 3599 -21068 119930 235490 421371 25330 5148 5135 9151 8593 53357 5906078 4612339 4777281 4316869 4585634 24198201 0.98040 0.98370 0.01740 0.01330 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER - 2019 AMOUNT: $ 25,330. 2020 AMOUNT: $ 5,148. 2021 AMOUNT: $ 5,135. 2022 AMOUNT: $ 9,151. 2023 AMOUNT: $ 8,593. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 260616 259072 1544 245210 211460 33750 61586 60756 830 36124 CERTIFICATES OF DEPOSIT 3811500 F 3811500 X 5009573 62004 361935 423939 4585634 0 4585634 5675459 361935 361935 5313524 0 5313524 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. 1 X X X 0 0 0 0 0 0 0 0 0 JOANNA RICHARDSON-JONES CEO 297611 0 0 0 0 0 0 0 19827 0 317438 0 0 0 CHERRYLYN JUCABAN DIRECTOR OF OPERATIONS 191608 0 0 0 0 0 0 0 15335 0 206943 0 0 0 TRACI ROUNDY DIRECTOR OF PROGRAMS 143247 0 0 0 0 0 0 0 18918 0 162165 0 0 0 AIMEE RUIZ HUMAN RESOURCES MANAGER 146367 0 0 0 0 0 0 0 13344 0 159711 0 0 0 CHERYL ALVAREZ DIR. OF OUTPATIENT BEHAVIO 140486 0 0 0 0 0 0 0 18916 0 159402 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.