2025-10-27T15:40:57-05:00 2024-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2024-01-01 541379174 ALLIANCE FOR AGING RESEARCH ALLI 2022932856 2033 K STREET NW 450 WASHINGTON DC 20006 SUSAN PESCHIN PRESIDENT AND CEO 2022932856 2025-10-20 1 1 JULIA L LAFFERTY P02288149 3019860600 2025-10-20 2024 2025-03-06 01:10:19Z X SUSAN PESCHIN 2033 K STREET NW 450 WASHINGTON DC 20006 6325366 0 X WWW.AGINGRESEARCH.ORG X 1986 DC CHANGING THE NARRATIVE TO ACHIEVE HEALTHY AGING AND EQUITABLE ACCESS TO CARE. 19 19 14 0 0 0 3848819 5298594 0 0 142389 202111 -204594 -138311 3786614 5362394 37500 47676 0 0 1793081 1936146 0 0 76384 2342567 2618221 4173148 4602043 -386534 760351 5522674 6267209 718445 512728 4804229 5754481 THE ALLIANCE FOR AGING RESEARCH IS THE LEADING NONPROFIT ORGANIZATION DEDICATED TO CHANGING THE NARRATIVE TO ACHIEVE HEALTHY AGING AND EQUITABLE ACCESS TO CARE. 0 0 2722402 PUBLIC 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. 1235083 47676 HEALTH 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. 3957485 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 33 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X SUSAN PESCHIN CEO 2022932856 2033 K STREET NW SUITE 450 WASHINGTON DC 20006 MICHELE MARKUS CHAIR 3.00 X X 0 0 0 MARK SIMON VICE CHAIR 3.00 X X 0 0 0 WILLIAM SCHUYLER TREASURER 3.00 X X 0 0 0 KAREN GALLY SECRETARY 3.00 X X 0 0 0 GEORGE BEACH BOARD MEMBER 1.00 X 0 0 0 MARY BORDONI BOARD MEMBER 1.00 X 0 0 0 MARGARET DAVIS-CERONE BOARD MEMBER 1.00 X 0 0 0 JAMES EDEN BOARD MEMBER 1.00 X 0 0 0 JANET MCULSKY BOARD MEMBER 1.00 X 0 0 0 KELSEY LANG BOARD MEMBER 1.00 X 0 0 0 ANDREA MASCIALE BOARD MEMBER 1.00 X 0 0 0 CASSANDRA MCCULLOUGH BOARD MEMBER 1.00 X 0 0 0 DOROTHY OUCHIDA BOARD MEMBER 1.00 X 0 0 0 DAN PERRY BOARD MEMBER 1.00 X 0 0 0 JAY REINSTEIN BOARD MEMBER 1.00 X 0 0 0 JAMES SCOTT IMMEDIATE PAST CHAIR 1.00 X 0 0 0 JOHN WHYTE BOARD MEMBER 1.00 X 0 0 0 HARMEET DHILLON BOARD MEMBER 1.00 X 0 0 0 JANET WOODCOCK BOARD MEMBER 1.00 X 0 0 0 TODD TUTEN BOARD MEMBER 1.00 X 0 0 0 AMY EFANTIS BOARD MEMBER 1.00 X 0 0 0 SUSAN PESCHIN PRESIDENT AND CEO 35.00 X 269603 0 31754 LINDSAY CLARKE SVP HEALTH EDUCATION & ADV 35.00 X 178622 0 23848 KATIE RILEY VP COMMUNICATIONS 35.00 X 161672 0 15415 TIFFANY STEWART-BROWN VP HR & ADMINISTRATION 35.00 X 151543 0 11349 RACHEL STEVENSON VP OF FINANCE & ADMINISTRATION 35.00 X 145481 0 16948 BETH MATHEWS-BRADSHAW VP PATIENT ENGAGEMENT & RE 35.00 X 150745 0 6873 1057666 0 106187 8 0 1 0 BERMAN AND COMPANY 1655 FORT MYER DR STE 600 ARLINGTON VA 22209 VIDEO PRODUCTION AND MARKETING SERVICES 348463 VENABLE LLP 750 E PRATT ST STE 900 BALTIMORE MD 21202 POLICY STRATEGY & MEETING SERVICES 340026 AKIN GUMP STRAUSS HAUER & FELD LLP 2001 K ST NW WASHINGTON DC 20006 LEGAL & REGULATORY CONSULTING 224453 CGI 1100 OPO MANAGEMENT 3480 MAIN HWY 2ND FLR MIAMI FL 33133 ANNUAL EVENT FOOD & SERVICES 160695 4 508705 4789889 5298594 164687 164687 731770 694346 37424 37424 37424 116650 508705 268626 -151976 -151976 HONORARIA 900099 13665 13665 13665 5362394 13665 0 50135 X 47676 47676 301357 188251 96556 16550 1340539 864265 445120 31154 168972 106944 52965 9063 125278 77970 43557 3751 79449 79449 22677 22677 1043417 1043417 381987 362187 19599 201 26039 3065 22974 6312 2826 3486 183405 183405 23598 17302 6236 60 305929 301000 4521 408 97 97 41220 41220 12460 12460 PARTNERSHIPS 364750 364750 MANAGEMENT INFO SYSTEMS 65688 860 50438 14390 DUES AND SUBSCRIPTIONS 35950 9945 26005 AUDIO/VISUAL 23462 22963 499 1781 544064 -543090 807 4602043 3957485 568174 76384 248162 178472 384127 1107154 347875 265000 94090 118512 280950 223504 93639 57446 3912049 4245859 442732 294766 5522674 6267209 222924 203506 495521 309222 718445 512728 X 3766669 4533167 1037560 1221314 4804229 5754481 5522674 6267209 760351 189901 0 X X 0 1 X 1 0 X 3026247 4262886 4072218 3848819 5298594 20508764 3026247 4262886 4072218 3848819 5298594 20508764 7143619 13365145 47364 70742 89143 139101 164687 511037 4365 10280 6100 11162 13665 45572 21065373 240357 0.63450 0.64180 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 4,365. 2021 AMOUNT: $ 10,280. 2022 AMOUNT: $ 6,100. 2023 AMOUNT: $ 11,162. 2024 AMOUNT: $ 13,665. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 204472 204472 4397571 4602043 380102 95026 0 0 317558 326370 358657 380102 1382687 2074031 6169 239418 321733 204472 771792 79390 81593 89664 95026 345673 518510 53000 53000 23596 22625 971 257354 200879 56475 57446 DEFERRED COMPENSATION PAYABLE 42452 OPERATING LEASE LIABILITY 266770 309222 X 12096818 189901 6298574 268626 6757101 5339717 22677 22677 5362394 11146566 6298574 268626 6567200 4579366 22677 22677 4602043 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. ANNUAL DINNER/ROUNDTABLE EVENT 625355 508705 116650 268626 625355 508705 116650 268626 268626 -151976 1 HEALTHYWOMEN 19925 BEALLSVILLE RD BEALLSVILLE MD 20839 521624846 501(C)(3) 10000 0 EVENT SPONSORSHIP BRIGHTFOCUS FOUNDATION 22512 GATEWAY CENTER DR CLARKSBURG MD 20871 237337229 501(C)(3) 15000 0 EVENT SPONSORSHIP NATIONAL SOCIETY TO PREVENT BLINDNESS 225 W WACKER DR CHICAGO IL 60606 363667121 501(C)(3) 10000 0 EVENT SPONSORSHIP 3 0 X X X X 0 0 0 0 0 0 0 1 0 SUSAN PESCHIN PRESIDENT AND CEO 264603 0 5000 0 0 0 10969 0 20785 0 301357 0 0 0 LINDSAY CLARKE SVP HEALTH EDUCATION & ADV 171622 0 7000 0 0 0 6068 0 17780 0 202470 0 0 0 KATIE RILEY VP COMMUNICATIONS 154672 0 7000 0 0 0 5657 0 9758 0 177087 0 0 0 TIFFANY STEWART-BROWN VP HR & ADMINISTRATION 144543 0 7000 0 0 0 692 0 10657 0 162892 0 0 0 RACHEL STEVENSON VP OF FINANCE & ADMINISTRATION 138481 0 7000 0 0 0 5496 0 11452 0 162429 0 0 0 BETH MATHEWS-BRADSHAW VP PATIENT ENGAGEMENT & RE 143745 0 7000 0 0 0 6015 0 858 0 157618 0 0 0 PART I, LINE 7 THE ORGANIZATION PAID BONUSES AS INDICATED IN PART II. FORM 990, PART VI, SECTION A, LINE 1A THE 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 4 DURING 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 11B THE 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 12C EACH 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 15 FORM 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 19 THE 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 11G CONSULTANTS: 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.