2024-05-15T18:14:03-05:00 2023-06-30 952972229 DANIELLS PHILLIPS VAUGHAN & BOCK 300 NEW STINE ROAD BAKERSFIELD CA 93309 990 2022-07-01 770017561 ALZHEIMER'S DISEASE ASSOCIATION OF KERN COUNTY ALZH 6616658871 PO BOX 22108 BAKERSFIELD CA 93390 DONNA SHARP PRESIDENT 6616658871 2024-05-13 1 DONNA SHARP 999009999 0 JOSLYNN CALISTRO EA P02054137 6618347411 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DONNA SHARP PO BOX 22108 BAKERSFIELD CA 93390 2330623 0 X WWW.ADAKC.ORG X 1983 CA TO MAINTAIN AND ENHANCE THE QUALITY OF LIFE FOR THOSE IMPACTED BY ALZHEIMERS. 11 11 25 563 0 0 676910 1197087 468627 569795 2140 52506 -54997 -97377 1092680 1722011 0 0 0 0 793510 869950 0 0 106493 459177 589555 1252687 1459505 -160007 262506 3722043 4203116 133129 389772 3588914 3813344 TO MAINTAIN AND ENHANCE THE QUALITY OF LIFE FOR THOSE IMPACTED BY ALZHEIMERS. 0 0 958183 PROIVDED SUPERVISED SOCIAL ACTIVITIES AND MEALS TO PERSONS WITH ALZHEIMER'S DISEASE. 9651 PROVIDED COMMUNITY EDUCATION PROGRAMS. 570547 570547 967834 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 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 0 0 0 0 0 1 8 0 1 25 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 0 0 CA X DONNA SHARP 6616658871 4203 BUENA VISTA RD BAKERSFIELD CA 93311 DONNA SHARP PRESIDENT 2.00 X X 0 0 0 MIKIN PLUMMER VICE PRESIDENT 2.00 X X 0 0 0 LINDSAY REYES TREASURER 2.00 X X 0 0 0 JONNY PEREZ SECRETARY 2.00 X X 0 0 0 DANIELLE ALCALA DIRECTOR 1.00 X 0 0 0 PEG BOARD DIRECTOR 1.00 X 0 0 0 ELENA LAROQUE DIRECTOR 1.00 X 0 0 0 MARIA LAZZERINI DIRECTOR 1.00 X 0 0 0 ROBIN MCNABB DIRECTOR 1.00 X 0 0 0 DEB MOSES DIRECTOR 1.00 X 0 0 0 DAVID REED DIRECTOR 1.00 X 0 0 0 JANELLE CAPRA DIRECTOR 40.00 X 93394 0 0 93394 0 0 0 0 0 0 0 236960 241363 718764 1197087 SERVICE FEES 624100 569795 569795 569795 20600 20600 542389 510483 31906 31906 31906 0 236960 98129 -98129 -98129 OTHER INCOME 624100 752 752 752 1722011 570547 0 -45623 X 89628 64176 25452 780322 558714 144568 77040 6000 1675 4325 27635 7715 19920 27111 7568 19543 37651 37390 261 16314 13141 3152 21 117218 117218 34586 34332 254 UTILITIES 70477 49157 21320 CONTRACTS 41204 21263 19941 MEALS 30603 21429 9174 TRAVEL 25328 25328 155428 125946 29419 63 1459505 967834 385178 106493 163597 85923 108665 563253 61737 68498 7552 15455 4152087 804265 3166979 3347822 17746 22165 195767 100000 3722043 4203116 76362 262778 56767 126994 133129 389772 X 3588914 3813344 3588914 3813344 3722043 4203116 X 262506 4419 -42495 X 0 1 X 1 0 X 416469 364930 1051756 676911 1197087 3707153 613399 526692 190243 468627 569795 2368756 1029868 891622 1241999 1145538 1766882 6075909 0 0 0 6075909 378 442 223 10635 20600 32278 378 442 223 10635 20600 32278 1417 1688 4875 4545 752 13277 1031663 893752 1247097 1160718 1788234 6121464 0.99260 0.99500 0.00530 0.00210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 265147 265147 3489812 547582 2942230 33041 15369 17672 239220 216955 22265 124867 24359 100508 3347822 X 1780722 4419 4419 1776303 -54292 -54292 1722011 1556292 98129 98129 1458163 1342 1342 1459505 PART X, LINE 2: THE ASSOCIATION HAS BEEN RECOGNIZED AS TAX EXEMPT PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND RELATED CALIFORNIA FRANCHISE TAX BOARD CODE SECTIONS. THE ASSOCIATION HAS ADOPTED THE STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ASSOCIATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT HAS EVALUATED THE ASSOCIATION'S TAX POSITIONS AND CONCLUDED THAT THEY HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES -98,129. JP MORGAN GAIN AND LOSSES 31,906. DIVIDEND INCOME 11,175. INTEREST INCOME 756. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 98,129. PART XII, LINE 4B - OTHER ADJUSTMENTS: FOREIGN TAXES 252. ADVISORY FEE 1,090. GALA 129122 129122 19826 13153 13883 3735 GOLF 33797 33797 6000 8657 350 2612 6 74041 74041 5318 5978 5185 13432 236960 236960 31144 27788 19418 19779 98129 -98129 FORM 990, PART VI, SECTION A, LINE 8B SECRETARY TAKES MINUTES OF ALL MEETINGS. BOARD MUST APPROVE MINUTES AT FOLLOWING BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 11B ALL BOARD MEMBERS WILL RECEIVE A COPY VIA E-MAIL FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 15A THERE IS A COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND TAX RETURNS ARE AVAILABLE FOR INSPECTION UPON REQUEST. FORM 990, PART IX, LINE 24E REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 18,573. MANAGEMENT AND GENERAL EXPENSES 6,607. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,180. TELEPHONE AND INTERNET: PROGRAM SERVICE EXPENSES 19,195. MANAGEMENT AND GENERAL EXPENSES 1,084. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,279. SUPPLIES: PROGRAM SERVICE EXPENSES 15,583. MANAGEMENT AND GENERAL EXPENSES 2,022. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,605. VOLUNTEER AND STAFF APPRECIATION: PROGRAM SERVICE EXPENSES 12,087. MANAGEMENT AND GENERAL EXPENSES 5,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,087. FAMILY SERVICES : PROGRAM SERVICE EXPENSES 14,409. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,409. RENT: PROGRAM SERVICE EXPENSES 6,164. MANAGEMENT AND GENERAL EXPENSES 5,802. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,966. COMMUNITY EDUCATION: PROGRAM SERVICE EXPENSES 9,651. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,651. BAD DEBT: PROGRAM SERVICE EXPENSES 9,631. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,631. DUES AND SUBCRIPTIONS: PROGRAM SERVICE EXPENSES 5,653. MANAGEMENT AND GENERAL EXPENSES 2,194. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,847. BANK FEES: PROGRAM SERVICE EXPENSES 3,317. MANAGEMENT AND GENERAL EXPENSES 3,178. FUNDRAISING EXPENSES 63. TOTAL EXPENSES 6,558. RESPITE: PROGRAM SERVICE EXPENSES 4,104. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,104. TAXES AND LICENSES: PROGRAM SERVICE EXPENSES 1,853. MANAGEMENT AND GENERAL EXPENSES 922. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,775. SECURITY: PROGRAM SERVICE EXPENSES 2,220. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,220. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 865. MANAGEMENT AND GENERAL EXPENSES 974. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,839. PROGRAM DEVELOPMENT: PROGRAM SERVICE EXPENSES 1,377. MANAGEMENT AND GENERAL EXPENSES 196. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,573. PRINTING AND POSTAGE: PROGRAM SERVICE EXPENSES 1,264. MANAGEMENT AND GENERAL EXPENSES 98. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,362. ADVISORY FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,090. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,090. FOREIGN TAXES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 252. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 252. FORM 990, PART XI, LINE 9: JP MORGAN - GAIN AND LOSSES -31,906. DIVIDEND INCOME -11,175. FOREIGN TAXES 252. INTEREST INCOME -756. ADVISORY FEES 1,090.