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Governance Register
US nonprofit · EIN 953702013 · Irvine, CAiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 953702013) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe tenure.Latest return IRS Form 990 series e-file data - 990 for the year to 30 June 2025: assets, liabilities, staff, website, telephone, pay, related organisations (Schedule R).Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue (us-approach-v4-clean). Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

Alzheimers Orange County's network

19 people5 organisationsi19 people and 5 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (19). Violet dotted lines (5) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

19 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 19 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Lawrence Hartley ChairImmediate Past Chair2019
7 yrs
Robert Ortega ChairChairman2022
4 yrs
Alison HoevenBoard Member2025
1 yr
Burton YoungBoard Member2020
6 yrs
Charlene JessupBoard Member2020
6 yrs
Diane MondiniBoard Member2025
1 yr
Diane MontgomeryBoard Member2022
4 yrs
Dung Trinh MD (also filed as Dung Trinh)Treasurer2019
7 yrs
Frank CarfioliBoard Member2023
3 yrs
Jacque Dupont-CarlsonBoard Member2025
1 yr
Joshua MonsBoard Member2024
2 yrs
Marty SchwartzmanBoard Member2023
3 yrs
Matthew SteinAdhoc2023
3 yrs
Michelle EgererBoard Member2019
7 yrs
Miriam RomoBoard Member2025
1 yr
Patricia SoldanoBoard Member2020
6 yrs
Patty JuneauBoard Member2022
4 yrs
Robin RichterCompany secretary2021
5 yrs
Yvette KelleyBoard Member2025
1 yr
Under 5 years5 to 6 years6 years or moreShow all 19 →

Officers and senior leadership

2 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
James McAleer IIIPresident/CEOsince 2019
Juvi De NeveCOO/CFOsince 2022

Pay and hours

year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
James McAleer IIIPresident/CEO40$400k$11k
Juvi de NeveCOO/CFO40$115k
Lawrence HartleyImmediate Past Chair4$0
Robert OrtegaChairman4$0
Robin RichterSecretary4$0
Dung TrinhTreasurer4$0
Matthew SteinAdhoc4$0
Charlene JessupBoard Member4$0
Patty JuneauBoard Member4$0
Diane MontgomeryBoard Member4$0
Marty SchwartzmanBoard Member4$0
Burton YoungBoard Member4$0
Frank CarfioliBoard Member4$0
Michelle EgererBoard Member4$0
Joshua MonsBoard Member4$0
Patricia SoldanoBoard Member4$0
Diane MondiniBoard Member4$0
Jacque Dupont-CarlsonBoard Member4$0
Yvette KelleyBoard Member4$0
Miriam RomoBoard Member4$0
Alison HoevenBoard Member4$0

About

Legal name
Alzheimers Orange County
EIN
953702013
Address
2515 McCabe Way Ste 200, Irvine, CA, 92614-9402
State
California
Mission
The mission of alzheimer's orange county is to eliminate alzheimer's disease through the advancement of research, to provide and enhance care and support for all affected, to provide direct service for persons with dementia including but not limited to adult day care, and to reduce the risk of dementia through the promotion of brain health. (as filed on the Form 990)
Activity (NTEE)
G83 Voluntary health associations and medical disciplines
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Voluntary Health Associations & Medical Disciplines
Size band
7 (IRS master file code)
Formed
1982
Principal officer
James McAleer (as named on the Form 990)
IRS ruling date
1 March 2016
Status
Code 01 (unconditional exemption)
Form 990 filings on record
7, latest 2025
IRS Publication 78
PC (contributions deductible)

Most connected

Longest observed on the filings

≥7years on the filingsLawrence Hartley
≥7years on the filingsDung Trinh MD
≥7years on the filingsMichelle Egerer
≥6years on the filingsBurton Young

Latest return

year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.
Total assets
$5.6m
Total liabilities
$2.4m
Net assets or fund balances
$3.2m
Contributions and grants received
$3.2m
Program service revenue
$3m
Employees
81
Volunteers
500

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2023$7.7m$6.8m$883k

As filed on the IRS Form 990. US dollars.