ARGENTUM: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ARGENTUM (EIN 54-1563782)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201403219349303490
- Schema version
- 2013v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T10:21:07-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOND BEEBE PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 EAST-WEST HIGHWAY SUITE 900 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208143423 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541563782 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSISTED LIVING FEDERATION OF AMERICA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GINA MAMONE | InCareOfNm |
| Business Name Control | ASSI | BusinessNameControlTxt |
| Phone | 7038941805 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 KING STREET | AddressLine1 |
| Address Line2 | Suite 602 | AddressLine2 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 223142747 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIBETH BERSANI | PersonNm |
| Person Title | INTERIM CEO | PersonTitleTxt |
| Phone | 7038941805 | PhoneNum |
| Signature | 2014-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOEL C SUSCO | PreparerPersonNm |
| PTIN | P00189961 | PTIN |
| Phone | 7038941805 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARIBETH BERSANI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 KING STREET | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,296,897 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.ALFA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | THE ASSISTED LIVING FEDERATION OF AMERICA (ALFA) IS THE LARGEST NATIONAL ASSOCIATION EXCLUSIVELY DEDICATED TO PROFESSIONALLY OPERATED ASSISTED LIVING COMMUNITIES FOR SENIORS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 17 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $529,145 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $228,863 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $37,125 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,054,990 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,814,914 | CYProgramServiceRevenueAmt |
| PY Investment Income | $28,476 | PYInvestmentIncomeAmt |
| CY Investment Income | $31,966 | CYInvestmentIncomeAmt |
| PY Other Revenue | $73,996 | PYOtherRevenueAmt |
| CY Other Revenue | $87,808 | CYOtherRevenueAmt |
| PY Total Revenue | $6,194,587 | PYTotalRevenueAmt |
| CY Total Revenue | $6,934,688 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $19,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $96,850 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,829,676 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,766,172 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,140,666 | PYOtherExpensesAmt |
| CY Other Expenses | $4,935,272 | CYOtherExpensesAmt |
| PY Total Expenses | $5,989,342 | PYTotalExpensesAmt |
| CY Total Expenses | $6,798,294 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $205,245 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $136,394 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,729,478 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,814,380 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,033,924 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,041,879 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $695,554 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $772,501 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ASSISTED LIVING FEDERATION OF AMERICA (ALFA) IS THE LARGEST NATIONAL ASSOCIATION EXCLUSIVELY DEDICATED TO PROFESSIONALLY OPERATED ASSISTED LIVING COMMUNITIES FOR SENIORS. ITS MEMBER DRIVEN PROGRAMS PROMOTE BUSINESS AND OPERATIONAL EXCELLENCE THROUGH NATIONAL CONFERENCES, RESEARCH, PUBLICATIONS AND EXECUTIVE NETWORKS. ALFA WORKS TO INFLUENCE PUBLIC POLICY BY ADVOCATING FOR INFORMED CHOICE, QUALITY CARE AND ACCESSIBILITY FOR ALL AMERICANS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | 2013 CONFERENCE: THE CONFERENCE AND EXPO IS DESIGNED FOR EXECUTIVES IN THE SENIOR LIVING INDUSTRY. THE SESSIONS ADDRESSED CURRENT ISSUES FACING SENIOR LIVING EXECUTIVES AND PROVIDED INNOVATIVE IDEAS TO HELP EXECUTIVES NAVIGATE THE CHALLENGES. STRATEGIC SESSIONS PROVIDED AN OPPORTUNITY TO EXAMINE A BROAD RANGE OF TOPICS. SESSIONS PROVIDED FOR GREATER PEER-TO-PEER EXCHANGE ON TIMELY AND THOUGHT-PROVOKING TOPICS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MAGAZINE: GEARED TOWARD THE ASSISTED LIVING EXECUTIVE, IT PROVIDES OPERATIONAL EXCELLENCE STRATEGIES AND RELATED RESEARCH. THE MAGAZINE HAS APPROXIMATELY 14,000 READERS AND IS VIEWED AS THE PREMIER INDUSTRY PUBLICATION. ALFA HAS CONDUCTED A READER SURVEY TO DETERMINE READER SATISFACTION, LOYALTY AND PASS-ALONG READERSHIP. THIS STUDY WAS USED TO AGGRESSIVELY POSITION THE MAGAZINE AS A "MUST-READ" FOR ALL SENIOR LIVING EXECUTIVES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GOVERNMENT AFFAIRS: ALFA MAINTAINS A GOVERNMENT RELATIONS PRESENCE AT BOTH THE STATE AND FEDERAL LEVEL. THREE GOVERNMENT RELATIONS STAFF MEMBERS ARE RESPONSIBLE FOR EDUCATING AND INFORMING MEMBERS OF CONGRESS AND THEIR STAFF ABOUT ASSISTED LIVING, AND ADVOCATING ON BEHALF OF ALFA MEMBERS IN ALL 50 STATES. EXPENDITURES INCLUDED CONTRACTING WITH A LEGISLATIVE TRACKING SYSTEM TO HELP ALFA STAFF MONITOR LEGISLATIVE AND REGULATORY ACTIVITY IN EVERY STATE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| DescDesc |
|---|
| STATE AFFILIATES |
| OPERATIONAL EXCELLENCE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (true) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (true) | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 17 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GINA MAMONE | PersonNm |
| Phone | 7035621177 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 KING STREET | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BRENDA J BACON | |||||||
| CHAIRMAN | 1.0 | Yes (X) | Yes (X) | $0 | $0 | ||
| TIM BUCHANAN | |||||||
| VICE CHAIRMAN | 1.0 | Yes (X) | Yes (X) | $0 | $0 | ||
| LOREN B SHOOK | |||||||
| VICE CHAIRMAN | 1.0 | Yes (X) | Yes (X) | $0 | $0 | ||
| CHARLES HERMAN JR | |||||||
| SECRETARY | 1.0 | Yes (X) | Yes (X) | $0 | $0 | ||
| BRUCE J MACKEY JR | |||||||
| TREASURER | 1.0 | Yes (X) | Yes (X) | $0 | $0 | ||
| STEPHANIE HANDELSON | |||||||
| PUBLIC POLICY COMMITTEE CHAIR | 1.0 | Yes (X) | Yes (X) | $0 | $0 | ||
| EVRETT W BENTON | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | |||
| LARRY COHEN | |||||||
| DIRECTOR (TERM EXPIRED) | 1.0 | Yes (X) | $0 | $0 | |||
| SKIP COMSIA | |||||||
| DIRECTOR (TERM EXPIRED) | 1.0 | Yes (X) | $0 | $0 | |||
| JOHN A DELUCA | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | |||
| SUE FARROW | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | |||
| KAI HSIAO | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | |||
| CHRIS HYATT | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | |||
| DAN HIRSCHFELD | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | |||
| MICHAEL LEADER | |||||||
| DIRECTOR (TERM EXPIRED) | 1.0 | Yes (X) | $0 | $0 | |||
| BLAIR MINTON | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | |||
| PAT MULLOY | |||||||
| DIRECTOR/PAST SECRETARY | 1.0 | Yes (X) | Yes (X) | $0 | $0 | ||
| TODD NOVACZYK | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | |||
| TIFFANY TOMASSO | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | |||
| RICHARD GRIMES | |||||||
| PRESIDENT/CEO | 40.0 | Yes (X) | $381,475 | $0 | $87,199 | ||
| MARK OHLENDORF | |||||||
| IMMEDIATE PAST CHAIRMAN | 1.0 | Yes (X) | $0 | $0 | |||
| MARIBETH BERSANI | |||||||
| SENIOR VP, PUBLIC POLICY | 40.0 | $239,815 | $0 | $19,838 | Yes (X) | ||
| PAUL WILLIAMS | |||||||
| SENIOR DIRECTOR, GOVT RELATION | 40.0 | $164,344 | $0 | $16,064 | Yes (X) | ||
| NATHAN NICKENS | |||||||
| SENIOR DIRECTOR | 40.0 | $132,644 | $0 | $14,479 | Yes (X) | ||
| GINA MAMONE | |||||||
| VP OF FINANCE & ADMIN | 40.0 | $126,044 | $0 | $14,149 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,044,322 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $151,729 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SMITHBUCKLIN | |||||
| 2025 M ST NW STE 800 | WASHINGTON | DC | 20036 | EXPO SALES & ADV | $434,529 |
| STRATTON PUBLISHING MARKETING | |||||
| 5285 SHAWNEE ROAD SUITE 510 | ALEXANDRIA | VA | 22312 | MAGAZINE/SPEC. PROJ | $404,868 |
| FREEMAN AUDIO VISUAL SOLUTIONS | |||||
| PO BOX 650519 | DALLAS | TX | 75265 | AUDIO AND SOUND | $219,159 |
| CASSIDY ASSOCIATES | |||||
| PO BOX 7247-6593 | PHILADELPHIA | PA | 19170 | LOBBYING FEES | $211,108 |
| HODES LANDY | |||||
| 284 STATE STREET | ALBANY | NY | 12210 | LOBBYING FEES | $176,014 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONFERENCES | 900099 | $2,217,278 | $2,217,278 | |
| MEMBERSHIP DUES | 900099 | $3,861,041 | $3,861,041 | |
| ADVERTISING INCOME | 541800 | $398,689 | $398,689 | |
| MEMBER SERVICES | 900099 | $207,450 | $207,450 | |
| ELECTRONIC REVENUES | 541800 | $112,024 | $112,024 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,432 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $18,432 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,814,914 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,047 | TotalRevenueColumnAmt |
| Exclusion | $32,047 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $85,144 | TotalRevenueColumnAmt |
| Exclusion | $85,144 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $362,128 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $362,209 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$81 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$81 | TotalRevenueColumnAmt |
| Exclusion | -$81 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,664 | TotalRevenueColumnAmt |
| Exclusion | $2,664 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,664 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,934,688 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,285,769 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $529,145 | UnrelatedBusinessRevenueAmt |
| Exclusion | $119,774 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,850 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $455,674 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,082,667 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,944 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,944 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,943 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,045 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,815 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $701,401 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,675 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $404,873 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,172 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,839 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,110 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,564 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,302 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,706,412 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,932 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,659 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| STATES CHAPTER EXPENSES | $682,352 |
| ADVOCACY PRODUCTS/TOOLKITS | $51,968 |
| LEGISLATIVE TRACKING PROGRAM | $38,500 |
| SENIOR LIVING CONCIERGE SVCS | $29,385 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,268 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,798,294 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,050,174 | BOYAmt |
| EOY | $1,063,142 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,791 | BOYAmt |
| EOY | $185,962 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $325,279 | BOYAmt |
| EOY | $300,270 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $765,381 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $625,899 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,293 | BOYAmt |
| EOY | $139,482 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $960,406 | BOYAmt |
| EOY | $1,099,989 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,535 | BOYAmt |
| EOY | $25,535 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,729,478 | BOYAmt |
| EOY | $2,814,380 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,545 | BOYAmt |
| EOY | $159,105 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,521,524 | BOYAmt |
| EOY | $1,526,629 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $331,855 | BOYAmt |
| EOY | $356,145 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,033,924 | BOYAmt |
| EOY | $2,041,879 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $666,768 | BOYAmt |
| EOY | $772,501 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,786 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $695,554 | BOYAmt |
| EOY | $772,501 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,729,478 | BOYAmt |
| EOY | $2,814,380 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $136,394 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$15,426 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$44,021 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form1120 POL Filed | false | Form1120POLFiledInd |
Section527 Political Org Section527PoliticalOrgGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALFA POLITICAL | BusinessNameLine1 |
| Business Name Line2 | ACTION COMMITTEE | BusinessNameLine2 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 KING ST STE 602 | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions Rcvd Dlvr | $301,333 | ContributionsRcvdDlvrAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Substantially All Dues Nonded | false | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | false | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | false | AgreeCarryoverPriorYearInd |
| Dues Assessments | $3,861,041 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $701,401 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $701,401 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $772,208 | AggregateReportedDuesNtcAmt |
| Taxable | -$70,807 | TaxableAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART 1-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION RECEIVES FUNDS EARMARKED FOR ALFA POLITICAL ACTION COMMITTEE EITHER WITHHELD FROM PAYROLL OR SENT BY OTHER PERSONS OR ORGANIZATIONS AND PROMPTLY DELIVERS THEM TO THE PAC ORGANIZATION. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,758 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,608 | DepreciationAmt |
| Book Value | $37,150 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $698,623 | OtherCostOrOtherBasisAmt |
| Depreciation | $596,291 | DepreciationAmt |
| Book Value | $102,332 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $139,482 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $57,139 |
| CAPITAL LEASE PAYABLE | $10,565 |
| DEFERRED COMPENSATION | $260,606 |
| ACCRUED INCOME TAXES | $27,835 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $356,145 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,220,070 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$15,426 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $301,333 | OtherRevenueAmt |
| Revenue Not Reported | $285,907 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,934,163 | RevenueSubtotalAmt |
| Other Revenues Not Included | $525 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $525 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,934,688 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,024,950 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $226,656 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $226,656 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,798,294 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $6,798,294 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2 - FIN 48 FOOTNOTE: | Management annually evaluates tax positions taken by ALFA to determine whether they have taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service and any such uncertain tax position will be accrued in the financial statements. Management has evaluated the tax positions taken by ALFA and concluded that as of December 31, 2013, there are no uncertain positions taken or expected to be taken that would require accrual of a liability in the financial statements. ALFA is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes that ALFA is no longer subject to income tax examinations for years prior to 2010. |
| PART XI, LINE 2D - REVENUES INCLUDED ON FINANCIALS, NOT ON FORM 990: | I.R.C. SECTION 527(F)(3) SEPARATE SEGREGATED FUND REVENUES $301,333 |
| PART XI LINE 4B - REVENUES INCLUDED ON FORM 990, NOT FINANCIALS: | $ 525 MEMBERSHIP SERVICES INCOME |
| PART XII LINE 2D - EXPENSES INCLUDED ON FINANCIALS, NOT ON FORM 990: | $183,160 I.R.C. SECTION 527(F)(3) SEPARATE SEGREGATED FUND $ 44,021 DEFERRED COMP UNREALIZED GAINS/INTEREST COSTS $ (525) MEMBER SERVICES INCOME -------- $226,656 ======== |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CENTER FOR EXCELLENCE IN ASSISTED LIVING | |||||||
| 2342 OAK STREET | FALLS CHURCH | VA | 22046 | 432080306 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| GEORGE MASON UNIVERSITY | |||||||
| 4400 UNIVERSITY DRIVE | FAIRFAX | VA | 22030 | $75,000 | RESEARCH GRANT | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 - PROCEDURES FOR MONITORING USE OF GRANT FUNDS: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION DOES NOT MONITOR THE USE OF GRANT FUNDS ONCE DISBURSED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD GRIMES | ||||||||||||
| PRESIDENT/CEO | $329,595 | $0 | $47,000 | $4,880 | $64,830 | $0 | $22,369 | $0 | $468,674 | $0 | $0 | $0 |
| MARIBETH BERSANI | ||||||||||||
| SENIOR VP, PUBLIC POLICY | $231,315 | $0 | $8,500 | $11,991 | $0 | $7,847 | $0 | $259,653 | $0 | $0 | $0 | |
| PAUL WILLIAMS | ||||||||||||
| SENIOR DIRECTOR, GOVT RELATION | $160,344 | $0 | $4,000 | $8,217 | $0 | $7,847 | $0 | $180,408 | $0 | $0 | $0 | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: | FormAndLineReferenceDesc |
| Explanation | RICHARD GRIMES PARTICIPATES IN A 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN IN WHICH $13,000 IS INCLUDED IN PART II COLUMN C. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4D - OTHER PROGRAM SERVICES: | STATE AFFILIATES AND CHAPTERS ----------------------------- ALFA STAFF CONTINUE TO WORK WITH THE EXISTING 33 STATE ALFA AFFILIATES TO STRENGTHEN THEIR ABILITY TO MEET OUR MEMBERS' NEEDS. IN ADDITION, ALFA'S GOAL IS TO DEVELOP CHAPTERS IN STATES THAT HAVE WEAK AFFILIATES OR NO AFFILIATE PRESENCE. CURRENTLY, ALFA'S CHAPTER EFFORTS OPERATE IN FLORIDA, IOWA, NEW YORK, SOUTH CAROLINA, TENNESSEE, AND TEXAS. OPERATIONAL EXCELLENCE ---------------------- THIS IS A BROAD TERM THAT REFLECTS ALFA'S INITIATIVES TO ADDRESS ISSUES THAT "KEEP OUR MEMBERS UP AT NIGHT". THE INITIATIVES INCLUDED THE CONFERENCE, TOOL KITS AND EXECUTIVE ROUNDTABLES. |
| PART VI, SECTION A, LINE 1 - EXECUTIVE COMMITTEE: | the executive committee shall be composed of the chairperson, the vice chairperson(s), the secretary, the treasurer (or Secretary/Treasurer), and the immediate past chairperson (who shall serve as a non-voting member), the chairperson of the public policy committee and the president/ceo (who shall serve as a non-voting member). Except as provided by law, the executive committee shall have and may exercise such powers as may be delegated to it by the board of directors. A majority of the voting members of the executive committee is authorized to act in all respects of the Board of Directors between Board meeetings, and to take all actions that the Board of Directors could lawfully take. All actions taken by the executive committee shall be promptly reported to the board of directors at or before their next board meeting. |
| PART VI, SECTION B, LINE 11B - PROCESS TO REVIEW FORM 990: | THE CEO AND DIRECTOR OF FINANCE REVIEW THE 990 PRIOR TO ITS BEING FILED. |
| PART VI, SECTION B, LINE 12c - CONFLICT OF INTEREST POLICY ENFORCEMENT: | It is the policy of ALFA to assure that conflicts of interest or potential conflicts of interest involving directors and officers of ALFA are fully disclosed if the occasion should arise. Each director and each officer must promptly report to the Board Chair and the President/CEO any situation which might create a conflict of interest. In addition, each director must execute a Conflict of Interest Disclosure Statement at least annually. Procedures: ---------- 1. The material facts of any matter which may result in a conflict of interest or possible conflict of interest on the part of a director or officer must be disclosed by the director or officer to the Board Chair and the President/CEO of ALFA, either through the annual Disclosure Statement or when the interest becomes a matter of Board Action. 2. The Board of Directors shall carefully scrutinize and in good faith approve or disapprove any transaction in which ALFA is a party and in which one or more of ALFA's directors or officers has a material financial interest. Any individual having a conflict of interest or possible conflict of interest on any matter should not vote nor use personal influence on the matter. The minutes of the meeting should reflect that a disclosure was made and that the director abstained from voting. The Board of Directors must approve the transaction by a majority vote, without counting the vote of any director who has an interest in the transaction. 3. The foregoing requirement should not be construed as to prevent an individual from briefly stating his or her position in the matter, nor from answering pertinent questions from Board members, as his or her knowledge may be of great importance. 4. ALFA shall not engage in any transaction with another entity which has one or more directors or officers in common with ALFA, unless after the common director or officer discloses the material facts of the transactions and the details of his or her affiliation with the other entity. ALFA's Board of Directors approves the transaction in good faith by a majority vote without counting the vote of the common director{s). 5. ALFA shall make no loans of money or property to a director or officer, nor shall ALFA guarantee any obligation of a director or officer, except as otherwise expressly permitted by the Virginia Nonstock Corporation Act. 6. If there is a difference of opinion between the Board Chair, President/CEO and a director or officer as to whether the facts of a given circumstance constitute a potential conflict of interest within the meaning of this policy statement, the matter shall be submitted to the Executive Committee of the Board of Directors, who shall make a final determination whether a potential conflict of interest situation exists or not. 7. Annually the President/CEO and Board Chair shall send to all members of the Board of Directors and to all officers of ALFA a copy of this Policy and a Conflict of Interest Disclosure Statement to be completed and returned. 8. The President/CEO and Board Chair of ALFA, or his or her designee, shall review each completed Disclosure Statement; shall make such further investigation of possible conflicts of interest as he or she may deem appropriate; and shall determine whether the information presented on the Disclosure Statement constitutes a conflict of interest. The President/CEO or Board Chair, or his or her designee shall then make an appropriate report to the Board of Directors concerning such review and investigation. 9. Any party who has filed a Disclosure Statement and who disagrees with the determination of the President/CEO and Board Chair, or his or her designee, that the matters contained therein do constitute a conflict of interest, and who desires further review of the matter may request that the matter be submitted by the Board Chair to the Executive Committee for further review and final determination. The Board Chair shall submit the matter to the Executive Committee accordingly. ALFA expects all staff working on behalf of ALFA and its membership to uphold certain ethical standards related to employment with ALFA and to avoid situations or dealings that represent or appear to represent a conflict of interest. Staff members may have outside business interests and outside employment so long as these do not interfere with job performance. Staff members may not benefit financially from outside employment or business interests that directly result from an affiliation from ALFA. |
| PART VI, SECTION B, LINES 15A & 15B - COMPENSATION OF TOP MANAGEMENT: | THE BOARD ADOPTS AN ANNUAL PROGRAM PLAN AND BUDGET EACH YEAR, WHICH INCLUDES MEASURABLE GOALS FOR THE CEO. AT YEAR END, THE EXECUTIVE COMMITTEE MEETS TO REVIEW THE ATTAINED GOALS AND DETERMINE THE CEO'S COMPENSATION. ALONG WITH THE YEAR END REVIEW, THE COMMITTEE ALSO DOES A COMPENSATION COMPARISON EVERY FEW YEARS USING SUCH RESOURCES AS THE ASAE COMPENSATION STUDY FOR OTHER CEO'S IN ASSOCIATIONS OF COMPARABLE SIZE AND LOCATION. NO BOARD MEMBER RECEIVES COMPENSATION, AND THE CEO DETERMINES ALL STAFF COMPENSATION USING THE COMPARATIVE STUDY COMPILED BY ASAE AND THE EMPLOYEE'S YEAR END REVIEW. THE LAST REVIEW OF CEO COMPENSATION WAS COMPLETED IN 2010. |
| PART VI, SECTION C, LINE 19 - AVAILABILITY OF DOCUMENTS, POLICIES & F/S: | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| PART VII, SECTION A, LINE 1A, COLUMN B - RELATED ORGANIZATION HOURS: | NO HOURS ARE ALLOCATED FOR ANY MEMBER OF THE BOARD OF DIRECTORS TOWARDS (1)"INTERNATIONAL ASSISTED LIVING FOUNDATION", AS THE RELATED ORGANIZATION IS INACTIVE AND (2) "ALFA POLITICAL ACTION COMMITTEE", AS TIME SPENT BY ANY MEMBER OF THE BOARD IS MINISCULE IN NATURE. |
| PART XI, LINE 9 - OTHER CHANGES IN NET ASSETS OR FUND BALANCE: | $(44,021) DEFERRED COMPENSATION UNREALIZED GAINS AND COSTS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL ASSISTED LIVING FOUNDATION | ||||||||||
| 1650 KING STREET SUITE 602 | ALEXANDRIA | VA | 22314 | 541916410 | RESEARCH | VA | 501(C)(3) | 7 | ALFA | Yes (true) |
| ALFA POLITICAL ACTION COMMITTEE | ||||||||||
| 1650 KING STREET SUITE 602 | ALEXANDRIA | VA | 22314 | POLITICAL ORG | VA | 527 | ALFA | Yes (true) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |