STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

ALLIANCE FOR AGING RESEARCH: Form 990, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
ALLIANCE FOR AGING RESEARCH (EIN 54-1379174)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-15
IRS object ID
202601359349303090
Schema version
2025v4.1
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

FieldValueIRS element (for citing)
Return2026-05-15T09:11:12-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521711839PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17910 WOODMONT AVE STE 500AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN541379174EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN PESCHINPersonNm
Person TitlePRESIDENT AND CEOPersonTitleTxt
Phone2022932856PhoneNum
Signature2026-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIA L LAFFERTYPreparerPersonNm
PTINP02288149PTIN
Phone3019860600PhoneNum
Preparation2026-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSUSAN PESCHINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12033 K STREET NW 450AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,313,299GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AGINGRESEARCH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1986FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionCHANGING THE NARRATIVE TO ACHIEVE HEALTHY AGING AND EQUITABLE ACCESS TO CARE.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee12TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,298,594PYContributionsGrantsAmt
CY Contributions Grants$4,464,679CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$202,111PYInvestmentIncomeAmt
CY Investment Income$332,035CYInvestmentIncomeAmt
PY Other Revenue-$138,311PYOtherRevenueAmt
CY Other Revenue-$194,163CYOtherRevenueAmt
PY Total Revenue$5,362,394PYTotalRevenueAmt
CY Total Revenue$4,602,551CYTotalRevenueAmt
PY Grants And Similar Paid$47,676PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$47,977CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,936,146PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,207,741CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$98,778CYTotalFundraisingExpenseAmt
PY Other Expenses$2,618,221PYOtherExpensesAmt
CY Other Expenses$2,440,194CYOtherExpensesAmt
PY Total Expenses$4,602,043PYTotalExpensesAmt
CY Total Expenses$4,695,912CYTotalExpensesAmt
PY Revenues Less Expenses$760,351PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$93,361CYRevenuesLessExpensesAmt
Total Assets BOY$6,267,209TotalAssetsBOYAmt
Total Assets EOY$7,236,022TotalAssetsEOYAmt
Total Liabilities BOY$512,728TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,350,195TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,754,481NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,885,827NetAssetsOrFundBalancesEOYAmt
MissionTHE ALLIANCE FOR AGING RESEARCH IS THE LEADING NONPROFIT ORGANIZATION DEDICATED TO CHANGING THE NARRATIVE TO ACHIEVE HEALTHY AGING AND EQUITABLE ACCESS TO CARE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,726,121ExpenseAmt
Grant$4,025GrantAmt
DescPUBLIC POLICY: OVER THE PAST 35+ YEARS, THE ALLIANCE HAS LED EFFORTS TO INCREASE FEDERAL INVESTMENT IN AGING RESEARCH, GUIDE GROUNDBREAKING REGULATORY IMPROVEMENTS IN AGE-RELATED DISEASES, AND ADDRESS EQUITABLE ACCESS AND AFFORDABILITY OF HEALTHCARE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,117,708ExpenseAmt
Grant$43,952GrantAmt
DescHEALTH EDUCATION: THE ALLIANCE FOR AGING RESEARCH CREATES AWARD-WINNING EDUCATIONAL MATERIALS AND LEADS CAMPAIGNS FOR CONSUMERS, PATIENTS, CAREGIVERS, AND HEALTH PROFESSIONALS ON DISEASES AND CONDITIONS WHICH DISPROPORTIONATELY IMPACT OLDER ADULTS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$3,843,829TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document57IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee12EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSUSAN PESCHIN CEOPersonNm
Phone2022932856PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
MICHELE MARKUS
CHAIR3.00Yes (X)Yes (X)$0$0$0
MARK SIMON
VICE CHAIR3.00Yes (X)Yes (X)$0$0$0
MARY BORDONI
TREASURER3.00Yes (X)Yes (X)$0$0$0
MARGARET DAVIS-CERONE
BOARD MEMBER1.00Yes (X)$0$0$0
JANET MCULSKY
BOARD MEMBER1.00Yes (X)$0$0$0
KELSEY KURTH
BOARD MEMBER1.00Yes (X)$0$0$0
ANDREA MASCIALE
BOARD MEMBER1.00Yes (X)$0$0$0
CASSANDRA MCCULLOUGH
BOARD MEMBER1.00Yes (X)$0$0$0
DOROTHY OUCHIDA
BOARD MEMBER1.00Yes (X)$0$0$0
DAN PERRY
BOARD MEMBER1.00Yes (X)$0$0$0
JAY REINSTEIN
BOARD MEMBER1.00Yes (X)$0$0$0
JAMES SCOTT
IMMEDIATE PAST CHAIR1.00Yes (X)$0$0$0
JOHN WHYTE
BOARD MEMBER1.00Yes (X)$0$0$0
HARMEET DHILLON
BOARD MEMBER1.00Yes (X)$0$0$0
JANET WOODCOCK
BOARD MEMBER1.00Yes (X)$0$0$0
CARLA CARTWRIGHT
BOARD MEMBER1.00Yes (X)$0$0$0
KIM LOVE
BOARD MEMBER1.00Yes (X)$0$0$0
EDWIN WALKER
BOARD MEMBER1.00Yes (X)$0$0$0
WILLIAM SCUYLER
BOARD MEMBER1.00Yes (X)$0$0$0
KAREN GALLY
BOARD MEMBER1.00Yes (X)$0$0$0
SUSAN PESCHIN
PRESIDENT AND CEO35.00Yes (X)$306,141$0$35,078
LINDSAY CLARKE
COO & SVP OF HEALTH EDUCATION35.00$205,410$0$26,479Yes (X)
SCOTT FREY
SVP PUBLIC POLICY & GOV'T RELATION35.00$168,061$0$24,179Yes (X)
SARAH DELGADO
VP OF DEVELOPMENT35.00$163,409$0$20,878Yes (X)
RACHEL STEVENSON
VP OF FINANCE & ADMINISTRATION35.00$166,610$0$19,569Yes (X)
KATIE RILEY
VP OF COMMUNICATIONS35.00$165,299$0$16,723Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,174,930TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$142,906TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K8IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
VENABLE LLP
750 E PRATT STREET SUITE 900BALTIMOREMD21202POLICY STRATEGY & MEETING SERVICES$343,278
BERMAN AND COMPANY
1655 FORT MYER DRIVE SUITE 600ARLINGTONVA22209VIDEO PRODUCTION AND MARKETING SERVICES$298,813
MSD RCOF DC HOTEL OPCO LLC
1 VANDERBILT AVE FL 26NEW YORKNY10017ANNUAL EVENT FOOD & SERVICES$288,251
AKIN GUMP STRAUSS HAUER & FELD LLP
2001 K STREET NWWASHINGTONDC20006LEGAL & REGULATORY CONSULTING$157,500
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Fundraising$526,721FundraisingAmt
All Other Contributions$3,937,958AllOtherContributionsAmt
Total Contributions$4,464,679TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$166,289TotalRevenueColumnAmt
Exclusion$166,289ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,437,738SecuritiesAmt
Other$116,472OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,268,658SecuritiesAmt
Other$119,806OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$169,080SecuritiesAmt
Other-$3,334OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$165,746TotalRevenueColumnAmt
Exclusion$165,746ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$113,655FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$526,721ContriRptFundraisingEventAmt
Fundraising Direct Expenses$322,284FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$208,629TotalRevenueColumnAmt
Exclusion-$208,629ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescHONORARIADesc
Business900099BusinessCd
Total Revenue Column$14,466TotalRevenueColumnAmt
Related Or Exempt Func Income$14,466RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$14,466OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,602,551TotalRevenueColumnAmt
Related Or Exempt Func Income$14,466RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$123,406ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$47,977TotalAmt
Program Services$47,977ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$341,219TotalAmt
Program Services$221,944ProgramServicesAmt
Management And General$108,045ManagementAndGeneralAmt
Fundraising$11,230FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,529,619TotalAmt
Program Services$1,015,347ProgramServicesAmt
Management And General$472,194ManagementAndGeneralAmt
Fundraising$42,078FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$200,397TotalAmt
Program Services$107,003ProgramServicesAmt
Management And General$77,349ManagementAndGeneralAmt
Fundraising$16,045FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$136,506TotalAmt
Program Services$89,285ProgramServicesAmt
Management And General$43,634ManagementAndGeneralAmt
Fundraising$3,587FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$93,895TotalAmt
Management And General$93,595ManagementAndGeneralAmt
Fundraising$300FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$23,824TotalAmt
Management And General$23,824ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$794,064TotalAmt
Program Services$790,944ProgramServicesAmt
Management And General$3,120ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$445,869TotalAmt
Program Services$424,421ProgramServicesAmt
Management And General$21,448ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$22,444TotalAmt
Program Services$2,397ProgramServicesAmt
Management And General$19,962ManagementAndGeneralAmt
Fundraising$85FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$9,254TotalAmt
Program Services$6,589ProgramServicesAmt
Management And General$2,665ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$261,077TotalAmt
Management And General$261,077ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$22,885TotalAmt
Program Services$13,411ProgramServicesAmt
Management And General$7,695ManagementAndGeneralAmt
Fundraising$1,779FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$299,241TotalAmt
Program Services$281,287ProgramServicesAmt
Management And General$10,369ManagementAndGeneralAmt
Fundraising$7,585FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$57TotalAmt
Management And General$57ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$36,574TotalAmt
Management And General$36,574ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PARTNERSHIPS$318,000$318,000
MANAGEMENT INFO SYSTEMS$62,978$917$46,110$15,951
DUES AND SUBSCRIPTIONS$35,715$11,273$24,442
AUDIO/VISUAL$10,304$10,043$261

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,013TotalAmt
Program Services$502,991ProgramServicesAmt
Management And General-$499,116ManagementAndGeneralAmt
Fundraising$138FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,695,912TotalAmt
Program Services$3,843,829ProgramServicesAmt
Management And General$753,305ManagementAndGeneralAmt
Fundraising$98,778FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$178,472BOYAmt
EOY$464,427EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,107,154BOYAmt
EOY$754,924EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$265,000BOYAmt
EOY$87,875EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$118,512BOYAmt
EOY$153,530EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$186,292LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$143,607LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$57,446BOYAmt
EOY$42,685EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,245,859BOYAmt
EOY$4,658,012EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$294,766BOYAmt
EOY$1,074,569EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,267,209BOYAmt
EOY$7,236,022EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$203,506BOYAmt
EOY$208,489EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$9,710EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$309,222BOYAmt
EOY$1,131,996EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$512,728BOYAmt
EOY$1,350,195EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,533,167BOYAmt
EOY$5,183,686EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,221,314BOYAmt
EOY$702,141EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,754,481BOYAmt
EOY$5,885,827EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,267,209BOYAmt
EOY$7,236,022EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$93,361ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$224,707NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,262,886CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,072,218CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,848,819CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,298,594CurrentTaxYearMinus1YearAmt
Current Tax Year$4,464,679CurrentTaxYearAmt
Total$21,947,196TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,262,886CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,072,218CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,848,819CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,298,594CurrentTaxYearMinus1YearAmt
Current Tax Year$4,464,679CurrentTaxYearAmt
Total$21,947,196TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$7,851,363SubstantialContributorsTotAmt
Public Support Total170$14,095,833PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$70,742CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$89,143CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$139,101CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$164,687CurrentTaxYearMinus1YearAmt
Current Tax Year$166,289CurrentTaxYearAmt
Total$629,962TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,280CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,100CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,162CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,665CurrentTaxYearMinus1YearAmt
Current Tax Year$14,466CurrentTaxYearAmt
Total$55,673TotalAmt
FieldValueIRS element (for citing)
Total Support$22,632,831TotalSupportAmt
Gross Receipts Rltd Activities$351,481GrossReceiptsRltdActivitiesAmt
Public Support CY1700.62280PublicSupportCY170Pct
Public Support PY1700.63450PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER INCOME - 2021 AMOUNT: $ 10,280. 2022 AMOUNT: $ 6,100. 2023 AMOUNT: $ 11,162. 2024 AMOUNT: $ 13,665. 2025 AMOUNT: $ 14,466.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$222,601FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$222,601FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,473,311FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,695,912FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$384,796FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$96,199FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

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

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

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

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$326,370CurrentYearMinus3Amt
Current Year Minus2$358,657CurrentYearMinus2Amt
Current Year Minus1$380,102CurrentYearMinus1Amt
Current Year$384,796CurrentYearAmt
Total$1,449,925TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$2,174,888LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$239,418CurrentYearMinus3Amt
Current Year Minus2$321,733CurrentYearMinus2Amt
Current Year Minus1$204,472CurrentYearMinus1Amt
Current Year$222,601CurrentYearAmt
Total$988,224TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$81,593CurrentYearMinus3Amt
Current Year Minus2$89,664CurrentYearMinus2Amt
Current Year Minus1$95,026CurrentYearMinus1Amt
Current Year$96,199CurrentYearAmt
Total$362,482TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$543,723GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus2$53,000CurrentYearMinus2Amt
Total$53,000TotalAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,449OtherCostOrOtherBasisAmt
Depreciation$1,449DepreciationAmt
Book Value$0BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$184,843OtherCostOrOtherBasisAmt
Depreciation$142,158DepreciationAmt
Book Value$42,685BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$42,685TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
DEPOSITS AND OTHER ASSETS$30,887
INVESTMENT FOR DEFERRED COMPENSATION$62,452
OPERATING RIGHT-OF-USE ASSET$981,230
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,074,569TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DEFERRED COMPENSATION PAYABLE$62,452
OPERATING LEASE LIABILITY$1,069,544
FieldValueIRS element (for citing)
Total Liability$1,131,996TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$13,186,723TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$224,707NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$8,061,005DonatedServicesAndUseFcltsAmt
Other Revenue$322,284OtherRevenueAmt
Revenue Not Reported$8,607,996RevenueNotReportedAmt
Revenue Subtotal$4,578,727RevenueSubtotalAmt
Investment Expenses Not Incld$23,824InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$23,824RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,602,551TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$13,055,377TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$8,061,005DonatedServicesUseFcltsAmt
Other Expenses Included$322,284OtherExpensesIncludedAmt
Expenses Not Reported$8,383,289ExpensesNotReportedAmt
Expenses Subtotal$4,672,088ExpensesSubtotalAmt
Investment Expenses Not Incld2$23,824InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$23,824ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,695,912TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE ORGANIZATION REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE, OR REFLECT, ANY UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES GENERALLY FOR THREE YEARS AFTER FILING.
PART XI, LINE 2D - OTHER ADJUSTMENTS:DIRECT FUNDRAISING EXPENSES 322,284.
PART XII, LINE 2D - OTHER ADJUSTMENTS:DIRECT FUNDRAISING EXPENSES 322,284.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ANNUAL DINNER/ROUNDTABLE EVENTEvent1Nm
Gross Receipts Event1$640,376GrossReceiptsEvent1Amt
Charitable Contri Event1$526,721CharitableContriEvent1Amt
Gross Revenue Event1$113,655GrossRevenueEvent1Amt
Other Direct Expenses Event1$322,284OtherDirectExpensesEvent1Amt
Gross Receipts Total$640,376GrossReceiptsTotalAmt
Charitable Contributions Tot$526,721CharitableContributionsTotAmt
Gross Revenue Total Events$113,655GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$322,284OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$322,284DirectExpenseSummaryEventsAmt
Net Income Summary-$208,629NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
HEALTHYWOMEN
19925 BEALLSVILLE RDBEALLSVILLEMD20839521624846501(C)(3)$10,000$0SPONSORSHIP OF ANNUAL EVENT
NATIONAL ALLIANCE FOR EYE AND VISION RESEARCH
5515 SECURITY LANE SUITE 500ROCKVILLEMD20852522030304501(C)(3)$15,000$0SPONSORSHIP OF ANNUAL EVENT
NATIONAL SOCIETY TO PREVENT BLINDNESS
225 W WACKER DRCHICAGOIL60606363667121501(C)(3)$10,000$0SPONSORSHIP OF ANNUAL EVENT
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
SUSAN PESCHIN
PRESIDENT AND CEO$301,141$0$5,000$0$0$0$11,923$0$23,155$0$341,219$0$0$0
LINDSAY CLARKE
COO & SVP OF HEALTH EDUCATION$198,812$0$6,598$0$0$0$6,788$0$19,691$0$231,889$0$0$0
SCOTT FREY
SVP PUBLIC POLICY & GOV'T RELATION$164,129$0$3,932$0$0$0$6,684$0$17,495$0$192,240$0$0$0
RACHEL STEVENSON
VP OF FINANCE & ADMINISTRATION$162,498$0$4,112$0$0$0$6,651$0$12,918$0$186,179$0$0$0
SARAH DELGADO
VP OF DEVELOPMENT$158,961$0$4,448$0$0$0$6,294$0$14,584$0$184,287$0$0$0
KATIE RILEY
VP OF COMMUNICATIONS$160,657$0$4,642$0$0$0$5,781$0$10,942$0$182,022$0$0$0

Supplemental Information Detail SupplementalInformationDetail

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1ATHE BOARD MAY APPOINT AN EXECUTIVE COMMITTEE AND MAY DELEGATE TO THAT COMMITTEE ALL OF THE POWERS OF THE BOARD WHEN THE BOARD IS NOT IN SESSION, EXCEPT THAT THE COMMITTEE MAY NOT HAVE THE POWER TO MAKE, AMEND OR REPEAL THE BY-LAWS, NOR TO ELECT MEMBERS OF THE BOARD. THE EXECUTIVE COMMITTEE CONSISTS OF THE BOARD CHAIR, BOARD VICE-CHAIR, AND CHAIRS FROM THE GOVERNANCE COMMITTEE, DEVELOPMENT COMMITTEE AND FINANCE COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS REVIEWED, SIGNED, AND FILED BY THE PRESIDENT AND CEO. THE FORM 990 WAS ALSO REVIEWED BY THE TREASURER PRIOR TO FILING, AND PROVIDED TO THE BOARD.
FORM 990, PART VI, SECTION B, LINE 12CEACH SPRING, BOARD MEMBERS ARE ASKED ABOUT POTENTIAL CONFLICTS OF INTEREST. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE PERSON INVOLVED MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE VOTE(S) OF THE INTERESTED DIRECTOR(S) WILL NOT BE COUNTED.
FORM 990, PART VI, SECTION B, LINE 15FORM 990, PART VI, SECTION B, LINE 15A: THE ALLIANCE FOR AGING RESEARCH BOARD OF DIRECTORS EXECUTIVE COMMITTEE (EC) IS RESPONSIBLE FOR ANNUALLY REVIEWING AND APPROVING DEFINED OBJECTIVES FOR THE ALLIANCE'S PRESIDENT AND CEO, EVALUATING PERFORMANCE AGAINST THE OBJECTIVES, AND DEFINING AND ESTABLISHING THE OVERALL STRATEGY AND COMPENSATION OF THE PRESIDENT AND CEO. THE BOARD CHAIR CONDUCTS AN ANNUAL, CONFIDENTIAL WRITTEN SURVEY OF SENIOR STAFF REGARDING THE PRESIDENT AND CEO'S PERFORMANCE. THE RESULTS ARE CONVEYED TO THE EC AS PART OF THE REVIEW. THE EC MEETS WITH THE CEO, WHO PRESENTS A DETAILED SELF-ASSESSMENT OF ACCOMPLISHMENTS RELATIVE TO PERFORMANCE GOALS OVER THE PAST YEAR. THE BOARD CHAIR THEN COMPILES A WRITTEN EVALUATION BY THE EC OF THE PRESIDENT AND CEO'S PERFORMANCE, AND MEETS WITH THE EC TO DELIBERATE AND DECIDE COMPENSATION. COMPENSATION IS ASSESSED ANNUALLY AGAINST PUBLISHED SURVEYS OF COMPENSATION AND BENEFITS FOR CHIEF EXECUTIVES OF SIMILAR ORGANIZATIONS, TAKING INTO ACCOUNT SECTOR, BUDGET SIZE, STAFF SIZE, AND GEOGRAPHIC LOCATION. AN EXTERNAL INDEPENDENT COMPENSATION REVIEW WAS CONDUCTED IN 2024, AND A FORMAL COMPENSATION STRUCTURE EFFECTIVE JANUARY 2025 WAS ESTABLISHED TO GUIDE FUTURE COMPENSATION DECISIONS. THE ALLIANCE WILL OBTAIN A PROFESSIONAL SALARY AND BENEFITS CONSULTANT TO CONDUCT A COMPENSATION ANALYSIS NO LESS THAN EVERY FIVE YEARS TO ENSURE MARKET COMPETITIVENESS. THE EC REPORTS COMMITTEE DECISIONS TO THE FULL BOARD IN AN EXECUTIVE SESSION, INCLUDING THE PRESIDENT AND THE CEO'S PERFORMANCE AND COMPENSATION DETERMINATIONS. CONTEMPORANEOUS NOTES ARE TAKEN OF THE MEETING(S). THE FINAL WRITTEN EVALUATION, WITH PERFORMANCE GOALS AND COMPENSATION DETERMINATIONS, IS SENT TO THE PRESIDENT AND CEO AND VICE PRESIDENT OF HR, AND A COPY IS RETAINED IN THE PRESIDENT AND CEO'S PERSONNEL FILE. FORM 990, PART VI, SECTION B, LINE 15B: THE PROCESS FOR ESTABLISHING THE ANNUAL COMPENSATION OF OTHER SENIOR STAFF, KEY EMPLOYEES AND OTHER ALLIANCE STAFF INCLUDES DETAILED SELF- ASSESSMENTS THAT DOCUMENT ACCOMPLISHMENTS DURING THE PAST YEAR AND PERFORMANCE GOALS FOR THE UPCOMING YEAR. THESE SELF- ASSESSMENTS ARE SUBMITTED TO IMMEDIATE SUPERVISORS, WHO MEET WITH DIRECT REPORTS TO DISCUSS OVERALL PERFORMANCE, EXPECTATIONS, OBSERVATIONS, POSITIVE AND CONSTRUCTIVE FEEDBACK, CONCERNS, IDEAS, AND REVIEW/SET GOALS. IMMEDIATE SUPERVISORS PROVIDE A WRITTEN SUMMARY OF THE DISCUSSION, INCORPORATING THE EMPLOYEE'S SELF-ASSESSMENTS AND THEIR OWN ASSESSMENT OF PERFORMANCE, PROGRESS, OBSERVATIONS, AND ANY ADDITIONAL GOAL SETTING NEEDED. BASED ON THIS REVIEW, THE SUPERVISOR PROVIDES ANNUAL COMPENSATION RECOMMENDATIONS TO THE PRESIDENT AND CEO FOR THE UPCOMING YEAR. RECOMMENDATIONS ARE GUIDED BY THE MAXIMUM PERCENTAGE INCREASE AUTHORIZED IN THE APPROVED ANNUAL BUDGET. COMPENSATION IS ASSESSED ANNUALLY AGAINST PUBLISHED SURVEYS OF COMPENSATION AND BENEFITS OF SIMILAR ORGANIZATIONS, TAKING INTO ACCOUNT SECTOR, BUDGET SIZE, STAFF SIZE, AND GEOGRAPHIC LOCATION. AN EXTERNAL INDEPENDENT COMPENSATION REVIEW WAS CONDUCTED IN 2024, AND A FORMAL COMPENSATION STRUCTURE EFFECTIVE JANUARY 2025 WAS ESTABLISHED TO GUIDE FUTURE COMPENSATION DECISIONS. THE ALLIANCE WILL OBTAIN A PROFESSIONAL THIRD-PARTY COMPENSATION ANALYSIS NO LESS THAN EVERY FIVE YEARS TO ENSURE MARKET COMPETITIVENESS. IN ADDITION, COMPENSATION IS BASED ON OVERALL ORGANIZATION-WIDE COMPENSATION AMOUNT ESTABLISHED BY THE BOARD-APPROVED ANNUAL BUDGET. THE CEO GIVES FINAL APPROVAL OF ANNUAL COMPENSATION FOR THE UPCOMING YEAR FOR ALL STAFF, AND EACH EMPLOYEE RECEIVES A LETTER OF DOCUMENTATION SIGNED BY THE PRESIDENT AND CEO. SELF-ASSESSMENTS ARE SIGNED BY STAFF AND IMMEDIATE SUPERVISORS. FINAL COPIES OF SELF-ASSESSMENTS AND SALARY LETTERS ARE SENT TO EACH STAFF PERSON AND COPIES ARE RETAINED IN THEIR INDIVIDUAL PERSONNEL FILES.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON THEIR WEBSITE OR BY REQUEST.
FORM 990, PART IX, LINE 11GCONSULTANTS: PROGRAM SERVICE EXPENSES 750,169. MANAGEMENT AND GENERAL EXPENSES 500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 750,669. HONORARIA: PROGRAM SERVICE EXPENSES 40,775. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,775. SECURITY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,620. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,620.
FORM 990, PART XII, LINE 2C:THE BOARD ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.