Nonprofit · EIN 95-3463975
ALZHEIMERS FAMILY SERVICES CENTER
Tax-exempt · HUNTINGTN BCH, CA 92646
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,184,851 | $4,577,621 | -$392,770 | $6,557,668 | $600,455 | $5,957,213 |
| June 30, 2024 | 990 | $4,585,634 | $5,313,524 | -$727,890 | $6,886,712 | $513,260 | $6,373,452 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,084,703
- of which government grants
- $744,836
- Program service revenue
- $1,825,769
- Investment income
- $270,409
- Other revenue
- $3,970
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $829,287
- Other salaries and wages
- $2,028,201
- Salaries, compensation and benefits (total)
- $3,563,963
- Professional fundraising fees
- $0
- Accounting fees
- $28,705
- Occupancy
- $95,157
- Travel
- $6,239
- Depreciation
- $13,155
- Program services (functional)
- $3,894,900
- Management and general (functional)
- $331,820
- Fundraising (functional)
- $350,901
Balance sheet and other
- Total assets, start of year
- $6,886,712
- Total assets, end of year
- $6,557,668
- Total liabilities, end of year
- $600,455
- Net assets, end of year
- $5,957,213
- Land, buildings and equipment
- $209,132
- Net assets without donor restrictions
- $5,901,767
- Net assets with donor restrictions
- $55,446
- Gross receipts
- $4,232,059
- Employees
- 40
- Volunteers
- 14
- Year formed
- 1980
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOANNA RICHARDSON-JONES | CEO Officer | 40 | $302,235 | $19,806 |
| CHERRYLYN JUCABAN | DIRECTOR OF OPERATIONS Officer | 40 | $194,399 | $17,164 |
| TRACI ROUNDY | DIRECTOR OF PROGRAMS Officer | 40 | $144,406 | $18,918 |
| CHERYL ALVAREZ | DIR. OF OUTPATIENT BEHAVIO Officer | 40 | $144,079 | $18,916 |
| AIMEE RUIZ | HUMAN RESOURCES MANAGER Highest-paid employee | 40 | $139,227 | $14,955 |
| JOVANNI JUAREZ | MANAGER OF PROGRAMS Highest-paid employee | 40 | $101,745 | $7,353 |
| MARY LOU SHATTUCK | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| RICHARD MILO | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| TIFFANY SCURRY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| AARON RITTER MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KIMBERLY GEIGELE OSWALD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARTIN KLEINBART DPM | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JEFFREY HARPSTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN GENTILE MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL STEPHENS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA DESOTO | BOARD MEMBER Trustee or director | 1 | $0 |
| SHERYL BOURGEOIS PHD | BOARD MEMBER Trustee or director | 1 | $0 |
| TOM SPARKS | BOARD MEMBER Trustee or director | 1 | $0 |
| PETER FOULKE | BOARD MEMBER Trustee or director | 1 | $0 |
| GWYN PARRY MD | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOANNA RICHARDSON-JONES | CEO Officer | 40 | $297,611 | $19,827 |
| CHERRYLYN JUCABAN | DIRECTOR OF OPERATIONS Officer | 40 | $191,608 | $15,335 |
| TRACI ROUNDY | DIRECTOR OF PROGRAMS Officer | 40 | $143,247 | $18,918 |
| AIMEE RUIZ | HUMAN RESOURCES MANAGER Highest-paid employee | 40 | $146,367 | $13,344 |
| CHERYL ALVAREZ | DIR. OF OUTPATIENT BEHAVIO Officer | 40 | $140,486 | $18,916 |
| JOVANNI JUAREZ | MANAGER OF PROGRAMS Highest-paid employee | 40 | $100,069 | $6,713 |
| MARY LOU SHATTUCK | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RICHARD MILO | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| TIFFANY SCURRY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| AARON RITTER MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KIMBERLY GEIGELE OSWALD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARTIN KLEINBART DPM | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JEFFREY HARPSTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN GENTILE MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL STEPHENS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LAURA DESOTO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SHERYL BOURGEOIS PHD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TOM SPARKS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PETER FOULKE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GWYN PARRY MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARISSA DEMES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 9451 INDIANAPOLIS AVE, HUNTINGTN BCH, CA 92646-5955
- Principal officer (990 for 2024)
- JOANNA RICHARDSON-JONES, 9451 INDIANAPOLIS AVENUE, HUNTINGTON BEACH, CA 92646
- Signed the 990
- JOANNA RICHARDSON-JONES, CHIEF EXECUTIVE OFFICER
- Phone
- (714) 593-9630
- Website
- WWW.AFSCENTER.ORG
- Return prepared by
- PDM LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3463975 or by the name ALZHEIMERS FAMILY SERVICES CENTER.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO IMPROVE THE QUALITY OF LIFE FOR FAMILIES CHALLENGED BY ALZHEIMER'S DISEASE OR ANOTHER DEMENTIA, THROUGH SERVICES TAILORED TO MEET INDIVIDUAL NEEDS.
Program accomplishments
- 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.Expenses $3,894,900 · revenue $1,825,769
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 95-3463975
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1980
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $6,557,668
- Income (IRS master file)
- $4,232,059
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,184,851 | $4,577,621 | $6,557,668 | XML |
| 990 | June 2024 | $4,585,634 | $5,313,524 | $6,886,712 | XML |
| 990 | June 2023 | $4,316,869 | $4,506,632 | $7,563,132 | IRS |
| 990 | June 2022 | $4,777,281 | $3,814,877 | $7,631,564 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-3463975).
Questions about ALZHEIMERS FAMILY SERVICES CENTER
- What is the EIN of ALZHEIMERS FAMILY SERVICES CENTER?
- The employer identification number (EIN) of ALZHEIMERS FAMILY SERVICES CENTER is 95-3463975.
- Is ALZHEIMERS FAMILY SERVICES CENTER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to ALZHEIMERS FAMILY SERVICES CENTER tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ALZHEIMERS FAMILY SERVICES CENTER file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ALZHEIMERS FAMILY SERVICES CENTER due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALZHEIMERS FAMILY SERVICES CENTER last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ALZHEIMERS FAMILY SERVICES CENTER?
- The 990 for the year ended June 30, 2025 names JOANNA RICHARDSON-JONES.
- Who are the officers and directors of ALZHEIMERS FAMILY SERVICES CENTER?
- The 990 for the year ended June 30, 2025 lists 20 people; 6 received compensation from the organization, the highest $302,235 (JOANNA RICHARDSON-JONES, CEO).
- How much revenue does ALZHEIMERS FAMILY SERVICES CENTER have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,184,851, expenses of $4,577,621 and total assets of $6,557,668 at year end.
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