STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

ALLIANCE FOR AGING RESEARCH: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ALLIANCE FOR AGING RESEARCH (EIN 54-1379174)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-27
IRS object ID
202523009349300247
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-27T15:40:57-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521711839PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COUNCILOR BUCHANAN & MITCHELL PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17910 WOODMONT AVE STE 500AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN541379174EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALLIANCE FOR AGING RESEARCHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALLIBusinessNameControlTxt
Phone2022932856PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12033 K STREET NW 450AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN PESCHINPersonNm
Person TitlePRESIDENT AND CEOPersonTitleTxt
Phone2022932856PhoneNum
Signature2025-10-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIA L LAFFERTYPreparerPersonNm
PTINP02288149PTIN
Phone3019860600PhoneNum
Preparation2025-10-20PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerSUSAN PESCHINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12033 K STREET NW 450AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,325,366GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AGINGRESEARCH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1986FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionCHANGING THE NARRATIVE TO ACHIEVE HEALTHY AGING AND EQUITABLE ACCESS TO CARE.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee14TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,848,819PYContributionsGrantsAmt
CY Contributions Grants$5,298,594CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$142,389PYInvestmentIncomeAmt
CY Investment Income$202,111CYInvestmentIncomeAmt
PY Other Revenue-$204,594PYOtherRevenueAmt
CY Other Revenue-$138,311CYOtherRevenueAmt
PY Total Revenue$3,786,614PYTotalRevenueAmt
CY Total Revenue$5,362,394CYTotalRevenueAmt
PY Grants And Similar Paid$37,500PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$47,676CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,793,081PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,936,146CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$76,384CYTotalFundraisingExpenseAmt
PY Other Expenses$2,342,567PYOtherExpensesAmt
CY Other Expenses$2,618,221CYOtherExpensesAmt
PY Total Expenses$4,173,148PYTotalExpensesAmt
CY Total Expenses$4,602,043CYTotalExpensesAmt
PY Revenues Less Expenses-$386,534PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$760,351CYRevenuesLessExpensesAmt
Total Assets BOY$5,522,674TotalAssetsBOYAmt
Total Assets EOY$6,267,209TotalAssetsEOYAmt
Total Liabilities BOY$718,445TotalLiabilitiesBOYAmt
Total Liabilities EOY$512,728TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,804,229NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,754,481NetAssetsOrFundBalancesEOYAmt
MissionTHE ALLIANCE FOR AGING RESEARCH IS THE LEADING NONPROFIT ORGANIZATION DEDICATED TO CHANGING THE NARRATIVE TO ACHIEVE HEALTHY AGING AND EQUITABLE ACCESS TO CARE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,722,402ExpenseAmt
DescPUBLIC POLICY: OVER THE PAST 35+ YEARS, THE ALLIANCE HAS LED EFFORTS TO INCREASE FEDERAL INVESTMENT IN AGING RESEARCH, GUIDE GROUNDBREAKING REGULATORY IMPROVEMENTS IN AGE-RELATED DISEASES, AND ADDRESS EQUITABLE ACCESS AND AFFORDABILITY OF HEALTHCARE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,235,083ExpenseAmt
Grant$47,676GrantAmt
DescHEALTH EDUCATION: THE ALLIANCE FOR AGING RESEARCH CREATES AWARD-WINNING EDUCATIONAL MATERIALS AND LEADS CAMPAIGNS FOR CONSUMERS, PATIENTS, CAREGIVERS, AND HEALTH PROFESSIONALS ON DISEASES AND CONDITIONS WHICH DISPROPORTIONATELY IMPACT OLDER ADULTS. THESE WIDE-RANGING SOURCES ON SUCH TOPICS AS VALVE DISEASE, VISION LOSS, AND PAIN MANAGEMENT HAVE MADE THE ALLIANCE A WELL-RESPECTED SOURCE OF RELIABLE INFORMATION ON THE HEALTH AND WELL-BEING OF OLDER AMERICANS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$3,957,485TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document33IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee14EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSUSAN PESCHIN CEOPersonNm
Phone2022932856PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12033 K STREET NW SUITE 450AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
MICHELE MARKUS
CHAIR3.00Yes (X)Yes (X)$0$0$0
MARK SIMON
VICE CHAIR3.00Yes (X)Yes (X)$0$0$0
WILLIAM SCHUYLER
TREASURER3.00Yes (X)Yes (X)$0$0$0
KAREN GALLY
SECRETARY3.00Yes (X)Yes (X)$0$0$0
GEORGE BEACH
BOARD MEMBER1.00Yes (X)$0$0$0
MARY BORDONI
BOARD MEMBER1.00Yes (X)$0$0$0
MARGARET DAVIS-CERONE
BOARD MEMBER1.00Yes (X)$0$0$0
JAMES EDEN
BOARD MEMBER1.00Yes (X)$0$0$0
JANET MCULSKY
BOARD MEMBER1.00Yes (X)$0$0$0
KELSEY LANG
BOARD MEMBER1.00Yes (X)$0$0$0
ANDREA MASCIALE
BOARD MEMBER1.00Yes (X)$0$0$0
CASSANDRA MCCULLOUGH
BOARD MEMBER1.00Yes (X)$0$0$0
DOROTHY OUCHIDA
BOARD MEMBER1.00Yes (X)$0$0$0
DAN PERRY
BOARD MEMBER1.00Yes (X)$0$0$0
JAY REINSTEIN
BOARD MEMBER1.00Yes (X)$0$0$0
JAMES SCOTT
IMMEDIATE PAST CHAIR1.00Yes (X)$0$0$0
JOHN WHYTE
BOARD MEMBER1.00Yes (X)$0$0$0
HARMEET DHILLON
BOARD MEMBER1.00Yes (X)$0$0$0
JANET WOODCOCK
BOARD MEMBER1.00Yes (X)$0$0$0
TODD TUTEN
BOARD MEMBER1.00Yes (X)$0$0$0
AMY EFANTIS
BOARD MEMBER1.00Yes (X)$0$0$0
SUSAN PESCHIN
PRESIDENT AND CEO35.00Yes (X)$269,603$0$31,754
LINDSAY CLARKE
SVP HEALTH EDUCATION & ADV35.00$178,622$0$23,848Yes (X)
KATIE RILEY
VP COMMUNICATIONS35.00$161,672$0$15,415Yes (X)
TIFFANY STEWART-BROWN
VP HR & ADMINISTRATION35.00$151,543$0$11,349Yes (X)
RACHEL STEVENSON
VP OF FINANCE & ADMINISTRATION35.00$145,481$0$16,948Yes (X)
BETH MATHEWS-BRADSHAW
VP PATIENT ENGAGEMENT & RE35.00$150,745$0$6,873Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,057,666TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$106,187TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K8IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BERMAN AND COMPANY
1655 FORT MYER DR STE 600ARLINGTONVA22209VIDEO PRODUCTION AND MARKETING SERVICES$348,463
VENABLE LLP
750 E PRATT ST STE 900BALTIMOREMD21202POLICY STRATEGY & MEETING SERVICES$340,026
AKIN GUMP STRAUSS HAUER & FELD LLP
2001 K ST NWWASHINGTONDC20006LEGAL & REGULATORY CONSULTING$224,453
CGI 1100 OPO MANAGEMENT
3480 MAIN HWY 2ND FLRMIAMIFL33133ANNUAL EVENT FOOD & SERVICES$160,695
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Fundraising$508,705FundraisingAmt
All Other Contributions$4,789,889AllOtherContributionsAmt
Total Contributions$5,298,594TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$164,687TotalRevenueColumnAmt
Exclusion$164,687ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$731,770SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$694,346SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$37,424SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$37,424TotalRevenueColumnAmt
Exclusion$37,424ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$116,650FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$508,705ContriRptFundraisingEventAmt
Fundraising Direct Expenses$268,626FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$151,976TotalRevenueColumnAmt
Exclusion-$151,976ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescHONORARIADesc
Business900099BusinessCd
Total Revenue Column$13,665TotalRevenueColumnAmt
Related Or Exempt Func Income$13,665RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$13,665OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,362,394TotalRevenueColumnAmt
Related Or Exempt Func Income$13,665RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$50,135ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$47,676TotalAmt
Program Services$47,676ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$301,357TotalAmt
Program Services$188,251ProgramServicesAmt
Management And General$96,556ManagementAndGeneralAmt
Fundraising$16,550FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,340,539TotalAmt
Program Services$864,265ProgramServicesAmt
Management And General$445,120ManagementAndGeneralAmt
Fundraising$31,154FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$168,972TotalAmt
Program Services$106,944ProgramServicesAmt
Management And General$52,965ManagementAndGeneralAmt
Fundraising$9,063FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$125,278TotalAmt
Program Services$77,970ProgramServicesAmt
Management And General$43,557ManagementAndGeneralAmt
Fundraising$3,751FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$79,449TotalAmt
Management And General$79,449ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$22,677TotalAmt
Management And General$22,677ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,043,417TotalAmt
Program Services$1,043,417ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$381,987TotalAmt
Program Services$362,187ProgramServicesAmt
Management And General$19,599ManagementAndGeneralAmt
Fundraising$201FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$26,039TotalAmt
Program Services$3,065ProgramServicesAmt
Management And General$22,974ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$6,312TotalAmt
Program Services$2,826ProgramServicesAmt
Management And General$3,486ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$183,405TotalAmt
Management And General$183,405ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$23,598TotalAmt
Program Services$17,302ProgramServicesAmt
Management And General$6,236ManagementAndGeneralAmt
Fundraising$60FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$305,929TotalAmt
Program Services$301,000ProgramServicesAmt
Management And General$4,521ManagementAndGeneralAmt
Fundraising$408FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$97TotalAmt
Management And General$97ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$41,220TotalAmt
Management And General$41,220ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$12,460TotalAmt
Management And General$12,460ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PARTNERSHIPS$364,750$364,750
MANAGEMENT INFO SYSTEMS$65,688$860$50,438$14,390
DUES AND SUBSCRIPTIONS$35,950$9,945$26,005
AUDIO/VISUAL$23,462$22,963$499

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,781TotalAmt
Program Services$544,064ProgramServicesAmt
Management And General-$543,090ManagementAndGeneralAmt
Fundraising$807FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,602,043TotalAmt
Program Services$3,957,485ProgramServicesAmt
Management And General$568,174ManagementAndGeneralAmt
Fundraising$76,384FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$248,162BOYAmt
EOY$178,472EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$384,127BOYAmt
EOY$1,107,154EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$347,875BOYAmt
EOY$265,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$94,090BOYAmt
EOY$118,512EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$280,950LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$223,504LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$93,639BOYAmt
EOY$57,446EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,912,049BOYAmt
EOY$4,245,859EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$442,732BOYAmt
EOY$294,766EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,522,674BOYAmt
EOY$6,267,209EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$222,924BOYAmt
EOY$203,506EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$495,521BOYAmt
EOY$309,222EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$718,445BOYAmt
EOY$512,728EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,766,669BOYAmt
EOY$4,533,167EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,037,560BOYAmt
EOY$1,221,314EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,804,229BOYAmt
EOY$5,754,481EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,522,674BOYAmt
EOY$6,267,209EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$760,351ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$189,901NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,026,247CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,262,886CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,072,218CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,848,819CurrentTaxYearMinus1YearAmt
Current Tax Year$5,298,594CurrentTaxYearAmt
Total$20,508,764TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,026,247CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,262,886CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,072,218CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,848,819CurrentTaxYearMinus1YearAmt
Current Tax Year$5,298,594CurrentTaxYearAmt
Total$20,508,764TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$7,143,619SubstantialContributorsTotAmt
Public Support Total170$13,365,145PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$47,364CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$70,742CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$89,143CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$139,101CurrentTaxYearMinus1YearAmt
Current Tax Year$164,687CurrentTaxYearAmt
Total$511,037TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,365CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,280CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,100CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,162CurrentTaxYearMinus1YearAmt
Current Tax Year$13,665CurrentTaxYearAmt
Total$45,572TotalAmt
FieldValueIRS element (for citing)
Total Support$21,065,373TotalSupportAmt
Gross Receipts Rltd Activities$240,357GrossReceiptsRltdActivitiesAmt
Public Support CY1700.63450PublicSupportCY170Pct
Public Support PY1700.64180PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER INCOME - 2020 AMOUNT: $ 4,365. 2021 AMOUNT: $ 10,280. 2022 AMOUNT: $ 6,100. 2023 AMOUNT: $ 11,162. 2024 AMOUNT: $ 13,665.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$204,472FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$204,472FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,397,571FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,602,043FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$380,102FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$95,026FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$317,558CurrentYearMinus3Amt
Current Year Minus2$326,370CurrentYearMinus2Amt
Current Year Minus1$358,657CurrentYearMinus1Amt
Current Year$380,102CurrentYearAmt
Total$1,382,687TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$2,074,031LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$6,169CurrentYearMinus3Amt
Current Year Minus2$239,418CurrentYearMinus2Amt
Current Year Minus1$321,733CurrentYearMinus1Amt
Current Year$204,472CurrentYearAmt
Total$771,792TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$79,390CurrentYearMinus3Amt
Current Year Minus2$81,593CurrentYearMinus2Amt
Current Year Minus1$89,664CurrentYearMinus1Amt
Current Year$95,026CurrentYearAmt
Total$345,673TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$518,510GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus1$53,000CurrentYearMinus1Amt
Total$53,000TotalAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$23,596OtherCostOrOtherBasisAmt
Depreciation$22,625DepreciationAmt
Book Value$971BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$257,354OtherCostOrOtherBasisAmt
Depreciation$200,879DepreciationAmt
Book Value$56,475BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$57,446TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DEFERRED COMPENSATION PAYABLE$42,452
OPERATING LEASE LIABILITY$266,770
FieldValueIRS element (for citing)
Total Liability$309,222TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$12,096,818TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$189,901NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$6,298,574DonatedServicesAndUseFcltsAmt
Other Revenue$268,626OtherRevenueAmt
Revenue Not Reported$6,757,101RevenueNotReportedAmt
Revenue Subtotal$5,339,717RevenueSubtotalAmt
Investment Expenses Not Incld$22,677InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$22,677RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,362,394TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$11,146,566TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$6,298,574DonatedServicesUseFcltsAmt
Other Expenses Included$268,626OtherExpensesIncludedAmt
Expenses Not Reported$6,567,200ExpensesNotReportedAmt
Expenses Subtotal$4,579,366ExpensesSubtotalAmt
Investment Expenses Not Incld2$22,677InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$22,677ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,602,043TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE ORGANIZATION REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE, OR REFLECT, ANY UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES GENERALLY FOR THREE YEARS AFTER FILING.
PART XI, LINE 2D - OTHER ADJUSTMENTS:DIRECT FUNDRAISING EXPENSES 268,626.
PART XII, LINE 2D - OTHER ADJUSTMENTS:DIRECT FUNDRAISING EXPENSES 268,626.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ANNUAL DINNER/ROUNDTABLE EVENTEvent1Nm
Gross Receipts Event1$625,355GrossReceiptsEvent1Amt
Charitable Contri Event1$508,705CharitableContriEvent1Amt
Gross Revenue Event1$116,650GrossRevenueEvent1Amt
Other Direct Expenses Event1$268,626OtherDirectExpensesEvent1Amt
Gross Receipts Total$625,355GrossReceiptsTotalAmt
Charitable Contributions Tot$508,705CharitableContributionsTotAmt
Gross Revenue Total Events$116,650GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$268,626OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$268,626DirectExpenseSummaryEventsAmt
Net Income Summary-$151,976NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
HEALTHYWOMEN
19925 BEALLSVILLE RDBEALLSVILLEMD20839521624846501(C)(3)$10,000$0EVENT SPONSORSHIP
BRIGHTFOCUS FOUNDATION
22512 GATEWAY CENTER DRCLARKSBURGMD20871237337229501(C)(3)$15,000$0EVENT SPONSORSHIP
NATIONAL SOCIETY TO PREVENT BLINDNESS
225 W WACKER DRCHICAGOIL60606363667121501(C)(3)$10,000$0EVENT SPONSORSHIP
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
SUSAN PESCHIN
PRESIDENT AND CEO$264,603$0$5,000$0$0$0$10,969$0$20,785$0$301,357$0$0$0
LINDSAY CLARKE
SVP HEALTH EDUCATION & ADV$171,622$0$7,000$0$0$0$6,068$0$17,780$0$202,470$0$0$0
KATIE RILEY
VP COMMUNICATIONS$154,672$0$7,000$0$0$0$5,657$0$9,758$0$177,087$0$0$0
TIFFANY STEWART-BROWN
VP HR & ADMINISTRATION$144,543$0$7,000$0$0$0$692$0$10,657$0$162,892$0$0$0
RACHEL STEVENSON
VP OF FINANCE & ADMINISTRATION$138,481$0$7,000$0$0$0$5,496$0$11,452$0$162,429$0$0$0
BETH MATHEWS-BRADSHAW
VP PATIENT ENGAGEMENT & RE$143,745$0$7,000$0$0$0$6,015$0$858$0$157,618$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION PAID BONUSES AS INDICATED IN PART II.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1ATHE BOARD MAY APPOINT AN EXECUTIVE COMMITTEE AND MAY DELEGATE TO THAT COMMITTEE ALL OF THE POWERS OF THE BOARD WHEN THE BOARD IS NOT IN SESSION, EXCEPT THAT THE COMMITTEE MAY NOT HAVE THE POWER TO MAKE, AMEND OR REPEAL THE BY-LAWS, NOR TO ELECT MEMBERS OF THE BOARD. THE EXECUTIVE COMMITTEE CONSISTS OF THE BOARD CHAIR, BOARD VICE-CHAIR, AND CHAIRS FROM THE GOVERNANCE COMMITTEE, DEVELOPMENT COMMITTEE AND FINANCE COMMITTEE.
FORM 990, PART VI, SECTION A, LINE 4DURING 2024, THE ALLIANCE AMENDED ITS BYLAWS TO UPDATE ITS PURPOSE STATEMENT. THE REVISED PURPOSES OF THE ALLIANCE INCLUDE EDUCATING ON, ADVOCATING FOR AND ADVANCING: (A) THE NARRATIVE TO ACHIEVE HEALTHY AGING AND EQUITABLE ACCESS TO CARE; AND (B) A CULTURE THAT EMBRACES HEALTHY AGING AS A GREATER GOOD AND VALUES SCIENCE AND INVESTMENTS TO ADVANCE DIGNITY, INDEPENDENCE, AND EQUITY.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS REVIEWED, SIGNED, AND FILED BY THE PRESIDENT AND CEO. THE FORM 990 WAS ALSO REVIEWED BY THE TREASURER PRIOR TO FILING, AND PROVIDED TO THE BOARD.
FORM 990, PART VI, SECTION B, LINE 12CEACH SPRING, BOARD MEMBERS ARE ASKED ABOUT POTENTIAL CONFLICTS OF INTEREST. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE PERSON INVOLVED MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE VOTE(S) OF THE INTERESTED DIRECTOR(S) WILL NOT BE COUNTED.
FORM 990, PART VI, SECTION B, LINE 15FORM 990, PART VI, SECTION B, LINE 15A: THE ALLIANCE FOR AGING RESEARCH BOARD OF DIRECTORS EXECUTIVE COMMITTEE (EC) IS RESPONSIBLE FOR ANNUALLY REVIEWING AND APPROVING DEFINED OBJECTIVES FOR THE ALLIANCE'S PRESIDENT AND CEO, EVALUATING PERFORMANCE AGAINST THE OBJECTIVES, AND DEFINING AND ESTABLISHING THE OVERALL STRATEGY AND COMPENSATION OF THE PRESIDENT AND CEO. THE BOARD CHAIR CONDUCTS AN ANNUAL, CONFIDENTIAL WRITTEN SURVEY OF SENIOR STAFF REGARDING THE PRESIDENT AND CEO'S PERFORMANCE. THE RESULTS ARE CONVEYED TO THE EC AS PART OF THE REVIEW. THE EC MEETS WITH THE CEO, WHO PRESENTS A DETAILED SELF-ASSESSMENT OF ACCOMPLISHMENTS RELATIVE TO PERFORMANCE GOALS OVER THE PAST YEAR. THE BOARD CHAIR THEN COMPILES A WRITTEN EVALUATION BY THE EC OF THE PRESIDENT AND CEO'S PERFORMANCE, AND MEETS WITH THE EC TO DELIBERATE AND DECIDE COMPENSATION. COMPENSATION IS ASSESSED ANNUALLY AGAINST PUBLISHED SURVEYS OF COMPENSATION AND BENEFITS FOR CHIEF EXECUTIVES OF SIMILAR ORGANIZATIONS, TAKING INTO ACCOUNT SECTOR, BUDGET SIZE, STAFF SIZE, AND GEOGRAPHIC LOCATION. AN EXTERNAL INDEPENDENT COMPENSATION REVIEW WAS CONDUCTED IN 2024, AND A FORMAL COMPENSATION STRUCTURE EFFECTIVE JANUARY 2025 WAS ESTABLISHED TO GUIDE FUTURE COMPENSATION DECISIONS. THE ALLIANCE WILL OBTAIN A PROFESSIONAL SALARY AND BENEFITS CONSULTANT TO CONDUCT A COMPENSATION ANALYSIS NO LESS THAN EVERY FIVE YEARS TO ENSURE MARKET COMPETITIVENESS. THE EC REPORTS COMMITTEE DECISIONS TO THE FULL BOARD IN AN EXECUTIVE SESSION, INCLUDING THE PRESIDENT AND THE CEO'S PERFORMANCE AND COMPENSATION DETERMINATIONS. CONTEMPORANEOUS NOTES ARE TAKEN OF THE MEETING(S). THE FINAL WRITTEN EVALUATION, WITH PERFORMANCE GOALS AND COMPENSATION DETERMINATIONS, IS SENT TO THE PRESIDENT AND CEO AND VICE PRESIDENT OF HR, AND A COPY IS RETAINED IN THE PRESIDENT AND CEO'S PERSONNEL FILE. FORM 990, PART VI, SECTION B, LINE 15B: THE PROCESS FOR ESTABLISHING THE ANNUAL COMPENSATION OF OTHER SENIOR STAFF, KEY EMPLOYEES AND OTHER ALLIANCE STAFF INCLUDES DETAILED SELF- ASSESSMENTS THAT DOCUMENT ACCOMPLISHMENTS DURING THE PAST YEAR AND PERFORMANCE GOALS FOR THE UPCOMING YEAR. THESE SELF- ASSESSMENTS ARE SUBMITTED TO IMMEDIATE SUPERVISORS, WHO MEET WITH DIRECT REPORTS TO DISCUSS OVERALL PERFORMANCE, EXPECTATIONS, OBSERVATIONS, POSITIVE AND CONSTRUCTIVE FEEDBACK, CONCERNS, IDEAS, AND REVIEW/SET GOALS. IMMEDIATE SUPERVISORS PROVIDE A WRITTEN SUMMARY OF THE DISCUSSION, INCORPORATING THE EMPLOYEE'S SELF-ASSESSMENTS AND THEIR OWN ASSESSMENT OF PERFORMANCE, PROGRESS, OBSERVATIONS, AND ANY ADDITIONAL GOAL SETTING NEEDED. BASED ON THIS REVIEW, THE SUPERVISOR PROVIDES ANNUAL COMPENSATION RECOMMENDATIONS TO THE PRESIDENT AND CEO FOR THE UPCOMING YEAR. RECOMMENDATIONS ARE GUIDED BY THE MAXIMUM PERCENTAGE INCREASE AUTHORIZED IN THE APPROVED ANNUAL BUDGET. COMPENSATION IS ASSESSED ANNUALLY AGAINST PUBLISHED SURVEYS OF COMPENSATION AND BENEFITS OF SIMILAR ORGANIZATIONS, TAKING INTO ACCOUNT SECTOR, BUDGET SIZE, STAFF SIZE, AND GEOGRAPHIC LOCATION. AN EXTERNAL INDEPENDENT COMPENSATION REVIEW WAS CONDUCTED IN 2024, AND A FORMAL COMPENSATION STRUCTURE EFFECTIVE JANUARY 2025 WAS ESTABLISHED TO GUIDE FUTURE COMPENSATION DECISIONS. THE ALLIANCE WILL OBTAIN A PROFESSIONAL THIRD-PARTY COMPENSATION ANALYSIS NO LESS THAN EVERY FIVE YEARS TO ENSURE MARKET COMPETITIVENESS. IN ADDITION, COMPENSATION IS BASED ON OVERALL ORGANIZATION-WIDE COMPENSATION AMOUNT ESTABLISHED BY THE BOARD-APPROVED ANNUAL BUDGET. THE CEO GIVES FINAL APPROVAL OF ANNUAL COMPENSATION FOR THE UPCOMING YEAR FOR ALL STAFF, AND EACH EMPLOYEE RECEIVES A LETTER OF DOCUMENTATION SIGNED BY THE PRESIDENT AND CEO. SELF-ASSESSMENTS ARE SIGNED BY STAFF AND IMMEDIATE SUPERVISORS. FINAL COPIES OF SELF-ASSESSMENTS AND SALARY LETTERS ARE SENT TO EACH STAFF PERSON AND COPIES ARE RETAINED IN THEIR INDIVIDUAL PERSONNEL FILES.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON THEIR WEBSITE OR BY REQUEST.
FORM 990, PART IX, LINE 11GCONSULTANTS: PROGRAM SERVICE EXPENSES 1,031,367. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,031,367. HONORARIA: PROGRAM SERVICE EXPENSES 12,050. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,050.
FORM 990, PART XII, LINE 2C:THE BOARD ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.