2025-01-20T13:48:30-06:00 2024-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 680 HAWTHORNE AVE SE 140 SALEM OR 97301 990 2023-07-01 475534541 ALZHEIMER'S SAN DIEGO ALZH 8584924400 3635 RUFFIN RD 300 SAN DIEGO CA 92123 EUGENIA WELCH PRESIDENT/CEO 8584924400 2025-01-20 1 1 RYAN M JOHNSON CPA P01048788 5035857774 2025-01-20 2023 2024-10-15 13:58:12Z EUGENIA WELCH 3635 RUFFIN RD 300 SAN DIEGO CA 92123 6771635 0 X WWW.ALZSD.ORG X 2015 CA TO ENHANCE THE QUALITY OF LIFE OF THOSE AFFECTED BY ALL DEMENTIAS IN SAN DIEGO COUNTY. 19 19 28 398 0 0 2927651 6528735 0 0 43699 75603 -53628 4133 2917722 6608471 0 0 0 0 2288819 2437432 0 0 683907 763943 965252 3052762 3402684 -135040 3205787 4996290 8220364 1145733 1030542 3850557 7189822 X TO ENHANCE THE QUALITY OF LIFE OF THOSE AFFECTED BY ALL DEMENTIAS IN SAN DIEGO COUNTY THROUGH SUPPORTIVE SERVICES, EDUCATION, SOCIAL CONNECTION, AND COMMUNITY AWARENESS. 0 0 1661634 ALZHEIMER'S SAN DIEGO IS LOCALLY GOVERNED AND FUNDED BY THE COMMUNITY WE SERVE. ALZHEIMER'S SAN DIEGO IS DEDICATED TO PROVIDING THE EDUCATION, SUPPORT, AND COMPASSION CARE PARTNERS NEED TO ENSURE THE BEST POSSIBLE OUTCOME FOR BOTH THE PERSON LIVING WITH DEMENTIA, AND THEMSELVES. SINCE ITS CREATION IN 2015, ALZHEIMER'S SAN DIEGO HAS PROVIDED INNOVATIVE SUPPORT SERVICES THAT ARE TAILOR-MADE FOR THE UNIQUE NEEDS OF THE SAN DIEGO COMMUNITY COMPLETELY FREE OF CHARGE. SEE SCHEDULE O FOR ADDITIONAL PROGRAM SERVICE ACCOMPLISHMENTS.PROGRAM SERVICE ACCOMPLISHMENTS: THE DIVERSE RANGE OF DEMENTIA-SPECIFIC SERVICES INCLUDE CLINICAL SERVICES, THE TEAM OF EXPERIENCED CLINICAL PROFESSIONALS SERVES AS A RESOURCE TO THE COMMUNITY, HELPING FAMILIES UNDERSTAND THE DISEASE AND ITS SYMPTOMS, ASSISTING WITH LOCAL RESOURCES, CONNECTING FAMILIES TO NEEDED SERVICES AND PROVIDING EMOTIONAL SUPPORT. THESE EXPERTS ARE AVAILABLE TO ANSWER QUESTIONS, PROVIDE IN-DEPTH GUIDANCE, PERSONALIZED CONSULTATION, AND FACILITATE FAMILY MEETINGS. ALZCOMPANIONS: ALZHEIMER'S SAN DIEGO PROVIDES FAMILY CAREGIVERS WHAT THEY NEED MOST A BREAK. THE ONLY VOLUNTEER-BASED, DEMENTIA-SPECIFIC RESPITE PROGRAM IN SOUTHERN CALIFORNIA AND THE LARGEST PROGRAM OF ITS KIND IN THE COUNTRY, ALZCOMPANIONS PAIRS FAMILIES WITH TRAINED COMPANION VOLUNTEERS WHO PROVIDE REGULAR FRIENDLY VISITS, FOCUSING ON COMPANIONSHIP AND SOCIALIZATION. EARLY STAGE SERVICES - SPECIALIZED EDUCATIONAL SUPPORT PROGRAMS ARE AVAILABLE FOR FAMILIES LEARNING TO LIVE WITH A NEW DEMENTIA DIAGNOSIS. THESE PROGRAMS ARE DESIGNED TO HELP THEM UNDERSTAND THE DISEASE, PLAN FOR THE FUTURE, COPE WITH CHANGES BROUGHT ON BY THE DISEASE, AND BUILD CONNECTIONS WITH OTHERS ON THE SAME JOURNEY. IN ADDITION TO OFFERING SUPPORTIVE PROGRAMS, ALZHEIMER'S SAN DIEGO ALSO ADVOCATES FOR IMPROVED TREATMENTS AND QUALITY CARE AND PLAYS A LEADERSHIP ROLE IN THE SAN DIEGO COMMUNITY, WITH KEY COLLABORATIONS AND PARTNERSHIPS, INCLUDING A LEADERSHIP ROLE IN THE COUNTY ALZHEIMER'S PROJECT, ADDRESSING THE IMPACT OF ALZHEIMER'S, IMPROVED CARE, CURE & SUPPORT, AS WELL AS THE DEVELOPMENT OF COLLABORATION4CURE, AN UNPRECEDENTED LOCAL INITIATIVE BRINGING TOGETHER RESEARCH INSTITUTES TO ADVANCE LOCAL ALZHEIMER'S DRUG DISCOVERY. 582694 EDUCATION - ALZHEIMER'S SAN DIEGO IS THE LEADING SOURCE FOR DEMENTIA-RELATED EDUCATION IN SAN DIEGO COUNTY, OFFERING CLASSES AND WORKSHOPS ON MORE THAN 25 DIFFERENT TOPICS SUCH AS LIVING WITH MEMORY LOSS, CHANGING RELATIONSHIPS AND INTIMACY, DEMENTIA 101, AND SAFETY AT HOME. SUPPORT AND DISCUSSION GROUPS - ALZHEIMER'S SAN DIEGO CURRENTLY OFFERS MORE CAREGIVER SUPPORT GROUPS THAN ANY OTHER LOCAL PROVIDER - HELD IN ENGLISH, SPANISH, AND KOREAN. GROUPS PROVIDE REGULAR OPPORTUNITIES TO FIND COMFORT, GAIN HOPE AND STRENGTH, WHILE LEARNING FROM OTHER CAREGIVERS WHO UNDERSTAND WHAT THEY ARE GOING THROUGH. 358095 SOCIAL ACTIVITIES AND OUTINGS - THESE EXCITING AND COGNITIVELY STIMULATING ACTIVITIES ARE DESIGNED TO ENCOURAGE STAYING ACTIVE, BEING SOCIAL, AND CONNECTING WITH OTHERS - FOR BOTH PEOPLE LIVING WITH DEMENTIA AND THEIR CARE PARTNERS. ACTIVITIES FOCUS ON POSITIVE EXPERIENCES WHILE ALSO TEACHING CAREGIVERS TECHNIQUES AND STRATEGIES THAT CAN BE USED AT HOME. 2602423 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 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 6 0 28 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X EUGENIA WELCH 8584924400 3635 RUFFIN RD SUITE 300 SAN DIEGO CA 92123 CLAUDIA MAZANEC CHAIR 5.00 X X 0 0 0 ANN OWENS VICE CHAIR 5.00 X X 0 0 0 JUDY WENKER SECRETARY 5.00 X X 0 0 0 VINCE KINGSLEY TREASURER 5.00 X X 0 0 0 KIMBERLY MENDOZA DIRECTOR 2.50 X 0 0 0 BARI BERKMAN DIRECTOR 2.50 X 0 0 0 CARLO CECCHETTO DIRECTOR 2.50 X 0 0 0 LINDA CHO DIRECTOR 2.50 X 0 0 0 DR ABRAHAM CHYUNG DIRECTOR 2.50 X 0 0 0 INEZ THOMAS DIRECTOR 2.50 X 0 0 0 BILL GORE DIRECTOR 2.50 X 0 0 0 SUSAN GUERRA DIRECTOR 2.50 X 0 0 0 HERB LIBERMAN DIRECTOR 2.50 X 0 0 0 DERRICK WALSH DIRECTOR 2.50 X 0 0 0 JILL MENDLEN DIRECTOR 2.50 X 0 0 0 TASNEEM VAKHARIA DIRECTOR 2.50 X 0 0 0 KATRINA DELEON MD DIRECTOR 2.50 X 0 0 0 EUGENIA WELCH PRESIDENT/CEO 40.00 X X 170751 0 30504 170751 0 30504 1 0 1 0 0 532028 202054 5794653 20504 6528735 75603 75603 165826 532028 163164 2662 2662 1471 0 1471 1471 6608471 0 0 79736 160748 112568 16018 32162 1877427 1394366 48216 434845 33148 25568 3261 4319 210986 162742 20753 27491 155123 112640 5760 36723 69264 51256 2770 15238 253802 202950 2207 48645 66288 63660 601 2027 209741 195615 4749 9377 178839 132340 7154 39345 14148 10660 491 2997 21964 16252 879 4833 23070 17070 925 5075 EQUIPMENT RENTAL/MAINT. 80471 63646 2018 14807 OTHER EXPENSES 31070 30470 342 258 DUES AND SUBSCRIPTIONS 15296 9486 45 5765 EVENTS 1299 1134 165 0 3402684 2602423 116354 683907 655204 190705 3068664 4548041 37728 2357515 18000 68743 31747 29389 148678 132817 37824 15861 250351 266761 896772 743349 4996290 8220364 200926 235273 944807 795269 1145733 1030542 X 3493096 6923061 357461 266761 3850557 7189822 4996290 8220364 X 3205787 117068 16410 X 0 1 X 1 0 X 2576795 2935959 3143495 2927651 6528735 18112635 2576795 2935959 3143495 2927651 6528735 18112635 3579243 14533392 30969 7519 6039 23572 75603 143702 87818 4133 91951 18348288 0.79210 0.96680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 8980 8980 0 PART II-B, LINE 1: TO IDENTIFY THE NEEDS OF CALIFORNIANS WHO ARE IMPACTED BY ALZHEIMER'S AND COMMUNICATE WITH OUR ELECTED OFFICIALS TO MAKE SURE THEY UNDERSTAND THE NEEDS OF THEIR CONSTITUENTS. ALZHEIMER'S SAN DIEGO PAID $8,980 TO A LOBBYIST FOR FISCAL YEAR 06.30.2024. 250351 16410 266761 235125 15226 250351 249307 -9546 4636 235125 201082 57458 9233 249307 208424 1798 9140 201082 1.00000 1 0 148678 132817 15861 15861 OPERATING LEASE RIGHT OF USE ASSETS 743349 743349 OPERATING LEASE LIABILITY 795269 795269 X 6741949 117068 16410 133478 6608471 0 6608471 3402684 0 3402684 0 3402684 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT WAS ESTABLISHED TO PROVIDE SUPPORT FOR THE PROGRAMS AND ACTIVITIES OF THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION FOLLOWS US GAAP RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THE ORGANIZATION RECOGNIZED ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE STATEMENTS OF ACTIVITIES, WHEN APPLICABLE. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2024 AND 2023 AND, THEREFORE, NO AMOUNTS HAVE BEEN ACCRUED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS 16,410. WALK4ALZ 419328 419328 8225 26046 0 4598 15777 RIDES 4 ALZ 178932 111700 67232 7208 4140 28682 20380 1350 2 99594 1000 98594 292 7705 30024 4300 4437 697854 532028 165826 15725 37891 58706 29278 21564 163164 2662 X X X X 0 0 0 0 0 0 0 0 0 EUGENIA WELCH PRESIDENT/CEO 153169 0 17582 0 0 0 13963 0 16541 0 201255 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE AND THEN IS DISTRIBUTED TO ALL BOARD MEMBERS PRIOR TO FILING THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR THE BOARD AND STAFF MEMBERS REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE DETERMINES COMPENSATION FOR THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 THIS INFORMATION IS AVAILABLE UPON REQUEST FROM THE ORGANIZATION. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS 16,410.