ARGENTUM: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ARGENTUM (EIN 54-1563782)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201303189349304080
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-11-14T13:16:03-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOND BEEBE PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541563782 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSISTED LIVING FEDERATION OF AMERICA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % GINA MAMONE | InCareOfName |
| Name Control | ASSI | NameControl |
| Phone | 7038941805 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD GRIMES | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 7038941805 | Phone |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOEL C SUSCO | Name |
| Phone | 3012726000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RICHARD P GRIMES | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 KING STREET | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 223142747 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6357201 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.ALFA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1991 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | THE ASSISTED LIVING FEDERATION OF AMERICA (ALFA) IS THE LARGEST NATIONAL ASSOCIATION EXCLUSIVELY DEDICATED TO PROFESSIONALLY OPERATED ASSISTED LIVING COMMUNITIES FOR SENIORS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 16 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 483656 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 170294 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 37125 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5555437 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6054990 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 12094 | InvestmentIncomePriorYear |
| Investment Income Current Year | 28476 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 141444 | OtherRevenuePriorYear |
| Other Revenue Current Year | 73996 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5708975 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6194587 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 33804 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 19000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1895058 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1829676 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3912568 | OtherExpensePriorYear |
| Other Expenses Current Year | 4140666 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5841430 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5989342 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -132455 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 205245 | RevenuesLessExpensesCY |
| Total Assets BOY | 2464921 | TotalAssetsBOY |
| Total Assets EOY | 2729478 | TotalAssetsEOY |
| Total Liabilities BOY | 1990948 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2033924 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 473973 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 695554 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Description | 2012 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 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. | Description |
Activity Other ActivityOther (2 entries)
| DescriptionDescription |
|---|
| STATE AFFILIATES |
| OPERATIONAL EXCELLENCE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | true | PoliticalActivities |
| Subject To Proxy Tax | true | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 16 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 16 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GINA MAMONE | NamePerson |
| Telephone Number | 7035621177 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 KING STREET | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 223142747 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | OfficerOfficer | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| MICHEL AUGSBURGER | |||||||
| DIRECTOR (term expired) | 1.0 | X | 0 | 0 | |||
| SKIP COMSIA | |||||||
| DIRECTOR/ PAST TREASURER | 1.0 | X | 0 | 0 | X | ||
| MARK OHLENDORF | |||||||
| CHAIRMAN | 1.0 | X | 0 | 0 | X | ||
| BRUCE J MACKEY JR | |||||||
| TREASURER | 1.0 | X | 0 | 0 | X | ||
| LOREN B SHOOK | |||||||
| VICE CHAIRMAN | 1.0 | X | 0 | 0 | X | ||
| STEVEN L VICK | |||||||
| DIRECTOR (TERM EXPIRED) | 1.0 | X | 0 | 0 | |||
| BRENDA J BACON | |||||||
| VICE CHAIRMAN | 1.0 | X | 0 | 0 | X | ||
| G MICHAEL LEADER III | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | |||
| TODD NOVACZYK | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | |||
| SUE FARROW | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | |||
| STEPHANIE HANDELSON | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | |||
| PAT MULLOY | |||||||
| SECRETARY | 1.0 | X | 0 | 0 | X | ||
| CHARLES HERMAN JR | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | |||
| TIM BUCHANAN | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | |||
| BLAIR MINTON | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | |||
| JOHN A DELUCA | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | |||
| LAWRENCE A COHEN | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | |||
| DAN HIRSCHFELD | |||||||
| DIRECTOR | 1.0 | X | 0 | 0 | |||
| RICHARD GRIMES | |||||||
| PRESIDENT/CEO | 40.0 | 294575 | 0 | X | 164759 | ||
| GRANGER COBB | |||||||
| PUBLIC POLICY COMMITTEE CHAIR | 1.0 | 0 | 0 | X | |||
| TIFFANY TOMASSO | |||||||
| IMMED.PAST CHAIR(TERM EXPIRED) | 1.0 | 0 | 0 | X | |||
| MARIBETH BERSANI | |||||||
| SENIOR VP, PUBLIC POLICY | 40.0 | 227698 | 0 | 18345 | X | ||
| PAUL WILLIAMS | |||||||
| SENIOR DIRECTOR, GOVT RELATION | 40.0 | 156028 | 0 | 14761 | X | ||
| REGINA MAMONE | |||||||
| VP OF FINANCE AND ADMIN | 40.0 | 118690 | 0 | 12895 | X | ||
| JAMISON GOSSELIN | |||||||
| SENIOR VP, MARKETING | 40.0 | 153015 | 0 | 14611 | X | ||
| NATHAN NICKENS | |||||||
| SENIOR DIRECTOR | 40.0 | 109078 | 0 | 12414 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1059084 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 237785 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CASSIDY ASSOCIATES | |||||
| PO BOX 7247-6593 | PHILADELPHIA | PA | 191706593 | LOBBYING FEES | 201395 |
| STRATTON PUBLISHING MARKETING | |||||
| 5285 SHAWNEE ROAD SUITE 510 | ALEXANDRIA | VA | 22312 | MAGAZINE/SPEC. PROJ | 434212 |
| FREEMAN | |||||
| PO BOX 650036 | DALLAS | TX | 75265 | CONVENTION MGT SVCES | 151983 |
| FREEMAN AUDIO VISUAL SOLUTIONS | |||||
| PO BOX 650519 | DALLAS | TX | 75265 | AUDIO AND SOUND | 329228 |
| SMITHBUCKLIN | |||||
| 2025 M ST NW STE 800 | WASHINGTON | DC | 20036 | EXPO SALES & ADV | 265135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Related Organizations | 37125 | RelatedOrganizations |
| Total Contributions | 37125 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| CONFERENCES | 900099 | 1983429 | 1983429 | |
| MEMBERSHIP DUES | 900099 | 3392152 | 3392152 | |
| ADVERTISING INCOME | 541800 | 379970 | 379970 | |
| MEMBER SERVICES | 900099 | 172798 | 172798 | |
| ELECTRONIC REVENUES | 541800 | 103686 | 103686 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22955 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22955 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6054990 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28918 | TotalRevenueColumn |
| Exclusion | $28,918 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 70302 | TotalRevenueColumn |
| Exclusion | $70,302 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 162172 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 162614 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -442 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -442 | TotalRevenueColumn |
| Exclusion | -$442 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 3694 | TotalRevenueColumn |
| Exclusion | $3,694 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3694 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6194587 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5571334 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 483656 | UnrelatedBusinessRevenue |
| Exclusion | $102,472 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19000 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 459334 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1144736 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55782 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74002 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95822 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18207 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27175 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 633878 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8580 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 195689 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 385094 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135049 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69090 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 334695 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78516 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1408767 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 177843 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20180 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| SENIOR LIVING CONCIERGE SVCS | 46320 |
| STATES CHAPTER EXPENSES | 461633 |
| LEGISLATIVE TRACKING PROGRAM | 34000 |
| ADVOCACY PRODUCTS/TOOLKITS | 39824 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66126 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5989342 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | X | InfoInScheduleOPartX |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 878514 | BOY |
| EOY | 1050174 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81147 | BOY |
| EOY | 100791 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 308311 | BOY |
| EOY | 325279 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 812905 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 545612 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 445136 | BOY |
| EOY | 267293 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 726278 | BOY |
| EOY | 960406 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25535 | BOY |
| EOY | 25535 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2464921 | BOY |
| EOY | 2729478 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110731 | BOY |
| EOY | 180545 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1701122 | BOY |
| EOY | 1521524 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 179095 | BOY |
| EOY | 331855 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1990948 | BOY |
| EOY | 2033924 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 473973 | BOY |
| EOY | 666768 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 28786 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 473973 | BOY |
| EOY | 695554 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2464921 | BOY |
| EOY | 2729478 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 205245 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 16336 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form1120 Pol Filed | false | Form1120PolFiled |
Sec527 Pol Orgs Sec527PolOrgs
Name Of527 Organization NameOf527Organization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALFA POLITICAL | BusinessNameLine1 |
| Business Name Line2 | ACTION COMMITTEE | BusinessNameLine2 |
Address US AddressUS
| 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) |
|---|---|---|
| Amt Of Contribs Recd Delivered | 204876 | AmtOfContribsRecdDelivered |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Substantially All Dues Nondeduct | false | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | false | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | false | AgreeToCarryoverPriorYear |
| Dues Assessments | 3392152 | DuesAssessments |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES | Identifier |
| Return Reference | PART 1-A, LINE 1 | ReturnReference |
| 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. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Current Year Minus4 Years | CurrentYearMinus4Years | |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 107088 | OtherCostOrOtherBasis |
| Depreciation | 62309 | Depreciation |
| Book Value | 44779 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 705817 | OtherCostOrOtherBasis |
| Depreciation | 483303 | Depreciation |
| Book Value | 222514 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 267293 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED RENT | $64,674 |
| CAPITAL LEASE PAYABLE | $14,826 |
| DEFERRED COMPENSATION | $216,585 |
| ACCRUED INCOME TAXES | $35,770 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 331855 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 6368394 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 16336 | NetUnrealizedGainsInvestments |
| Other Revenues | 204876 | OtherRevenues |
| Revenue Not Rptd F990 | 221212 | RevenueNotRptdF990 |
| Revenue Subtotal | 6147182 | RevenueSubtotal |
| Investment Expenses Not Included | 8580 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 38825 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 47405 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6194587 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6137826 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 157064 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 157064 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5980762 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 8580 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 8580 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5989342 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FIN 48 FOOTNOTE | PART X, LINE 2 | Accounting principles generally accepted in the United States of America require management to evaluate income tax positions taken and recognize an income tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has evaluated the income tax positions taken by ALFA, and concluded that as of December 31, 2012 there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. ALFA is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress for any tax periods. Management believes the ALFA is no longer subject to income tax examinations for years prior to 2009. |
| OTHER REVENUE INCLUDED ON AUDITED FINANCIAL STATEMENT, NOT ON FORM 990 | PART XII, LINE 2D | I.R.C. SECTION 527(F)(3) SEPARATE SEGREGATED FUND REVENUES $204,876 |
| OTHER EXPENSES INCLUDED ON AUDITED FINANCIAL STATEMENT, NOT ON FORM 990 | PART XIII LINE 2D | $158,764 I.R.C. SECTION 527(F)(3) SEPARATE SEGREGATED FUND $ (1,700) MEMBER SERVICES INCOME -------- $157,064 ======== |
| OTHER REVENUE INCLUDED ON FORM 990, BUT NOT AUDITED FINANCIAL STATEMENTS | PART XII LINE 4B | $37,125 REVENUE FROM RELATED ORGANIZATION REFLECTED AS INTERCO TRANSFER $ 1,700 MEMBERSHIP SERVICES INCOME ------- $38,825 ======= |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | false | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTER FOR EXCELLENCE IN ASSISTED LIVING | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2342 OAK STREET | AddressLine1 |
| City | FALLS CHURCH | City |
| State | VA | State |
| ZIP Code | 22046 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 432080306 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 10000 | AmountOfCashGrant |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING USE OF GRANT FUNDS | Identifier |
| Return Reference | PART I, LINE 2 | ReturnReference |
| Explanation | THE ORGANIZATION DOES NOT MONITOR THE USE OF GRANT FUNDS ONCE DISBURSED. N | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs | Bonus Filing OrgBonusFilingOrg | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD GRIMES | ||||||||||||
| PRESIDENT/CEO | 289695 | 0 | 4880 | 142716 | 0 | 22043 | 0 | 459334 | 0 | 0 | ||
| MARIBETH BERSANI | ||||||||||||
| SENIOR VP, PUBLIC POLICY | 220198 | 0 | 11385 | 0 | 6960 | 0 | 246043 | 0 | 0 | 7500 | 0 | |
| PAUL WILLIAMS | ||||||||||||
| SENIOR DIRECTOR, GOVT RELATION | 152528 | 0 | 7801 | 0 | 6960 | 0 | 170789 | 0 | 0 | 3500 | 0 | |
| JAMISON GOSSELIN | ||||||||||||
| SENIOR VP, MARKETING | 148015 | 0 | 7651 | 0 | 6960 | 0 | 167626 | 0 | 0 | 5000 | 0 | |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PARTICIPATION IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | Identifier |
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | RICHARD GRIMES PARTICIPATES IN A 457(B) NQ DEFERRED COMPENSATION PLAN IN WHICH $50,000 AND A 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN IN WHICH $78,230 IS INCLUDED IN PART II COLUMN C. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCESS TO REVIEW FORM 990 | PART VI, SECTION B, LINE 11B | THE CEO AND DIRECTOR OF FINANCE REVIEW THE 990 PRIOR TO ITS BEING FILED. |
| OTHER PROGRAM SERVICES | PART III, LINE 4D | 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. |
| DOCUMENTS FOR PUBLIC INSPECTION | PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| CONFLICT OF INTEREST POLICY ENFORCEMENT | PART VI, SECTION B, LINE 12c | 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 Discloser 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. |
| COMPENSATION OF TOP MANAGEMENT | PART VI, SECTION B, LINES 15A & 15B | 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. |
| EXECUTIVE COMMITTEE | PART VI, SECTION A, LINE 1 | 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. |
| ALLOCATION OF HOURS TO RELATED ORGANIZATION | PART VII, SECTION A, LINE 1A, COLUMN B | 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL ASSISTED LIVING FOUNDATION | ||||||||||
| 1650 KING STREET SUITE 602 | ALEXANDRIA | VA | 22314 | 541916410 | RESEARCH | VA | 501(C)(3) | 7 | ALFA | true |
| ALFA POLITICAL ACTION COMMITTEE | ||||||||||
| 1650 KING STREET SUITE 602 | ALEXANDRIA | VA | 22314 | POLITICAL ORG | VA | 527 | ALFA | true | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |