Alzheimers Greater Los Angeles

Nonprofit profile at a glance

EIN
953718119
IRS 990 coverage
2014–2024
Forms available
Form 990 2024
Location
Los Angeles, CA, USA
Phone
3239383379
Rating
85
Verdict
STRONG
Rating confidence
Moderate
Sector
Alzheimer's Disease

Official website

Reported finances

Revenue
$7,091,747
Expenses
$7,824,052
Assets
$12,575,051
Liabilities
$3,845,869

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

28 people listed

Executive titles in this filing

  • Heather Cooper Ortner (President & CEO)

Highest reported compensation

  • Heather Cooper Ortner (President & CEO): $317,341 total reported compensation
  • Bret Coman Schaefer (COO): $258,338 total reported compensation
  • Steven Klappholz (Chief Philan offic): $228,326 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Alzheimers Greater Los Angeles mission is to improve the lives of local families affected by Alzheimers & other dementias by increasing awareness, delivering effective programs & services, providing compassionate support, advocating for quality care and a cure, and supporting local research. 100% of all money raised stays local, allowing us to provide free care and support to the community we servein Greater Los Angeles.

What it reported doing in 2024

Family, Education, and Services: Alzheimers Greater Los Angeles provides programs and services to families throughout its territory at little or no cost. These include information and referral, support groups, care consultation, community, family and caregiver education, safety services, early-stage services, and a toll-free helpline and contact center. Callers can get referrals to local services andeducational programs, assistance with challenging behaviors, and information about the disease and its treatment. We provide special services to reach Latino, African American, and Asian/Pacific Islander populations.

Operating model

Revenue model
Donor-supported. 81% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 93% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 83
  • Transparency & Controls: 87
  • Accountability: 95
  • Sustainability: 28
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 97.3%; rating input score 97
  • Program expense ratio: 78.9%; rating input score 79
  • Fundraising efficiency: $6.38 raised per $1 spent on fundraising; rating input score 23; 23rd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -10.3%; rating input score 13; 13th percentile among comparable filings
  • Total-asset coverage ratio: 1.61; rating input score 54; 54th percentile among comparable filings
  • Liabilities to assets ratio: 0.31; rating input score 34; 34th percentile among comparable filings
  • Officer compensation ratio: 18.3%; rating input score 14; 14th percentile among comparable filings

Growth

  • Program expense growth: 3.3% per year; rating input score 100; 30th percentile among comparable filings
  • Revenue growth: 0.6% per year; rating input score 100; 14th percentile among comparable filings
  • Asset growth: 3.7% per year; rating input score 100; 27th percentile among comparable filings

Details

  • Where the money goes: 97.3% of revenue deployed · 78.9% of spending went to programs
  • Governance: 20 of 20 board members independent · 8 of 9 filing controls reported
  • Programs: 5 filed program accomplishments · $6.2M in reported program spending
  • Leadership: top reported pay $317K · 28 people listed · 4 of 6 pay-setting controls reported
  • Consistency: 40 of 40 current checks pass
  • Schedules: 9 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 9 filing years from 2014 to 2024
  • Contacts: How to reach this organization
  • Money network: 7 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Fundraising efficiency scored 23/100.
  • High — Sustainability: Operating margin scored 13/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • Review — Sustainability: Total-asset coverage ratio scored 54/100.
  • High — Sustainability: Officer compensation ratio scored 14/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 34/100.