2026-05-15T09:11:12-05:00 2025-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2025-01-01 541379174 ALLIANCE FOR AGING RESEARCH ALLI 2022932856 2033 K STREET NW 450 WASHINGTON DC 20006 SUSAN PESCHIN PRESIDENT AND CEO 2022932856 2026-05-14 1 JULIA L LAFFERTY P02288149 3019860600 2026-05-14 2025 2025-03-06 01:10:19Z SUSAN PESCHIN 2033 K STREET NW 450 WASHINGTON DC 20006 6313299 0 X WWW.AGINGRESEARCH.ORG X 1986 DC CHANGING THE NARRATIVE TO ACHIEVE HEALTHY AGING AND EQUITABLE ACCESS TO CARE. 16 16 12 0 0 0 5298594 4464679 0 0 202111 332035 -138311 -194163 5362394 4602551 47676 47977 0 0 1936146 2207741 0 0 98778 2618221 2440194 4602043 4695912 760351 -93361 6267209 7236022 512728 1350195 5754481 5885827 THE ALLIANCE FOR AGING RESEARCH IS THE LEADING NONPROFIT ORGANIZATION DEDICATED TO CHANGING THE NARRATIVE TO ACHIEVE HEALTHY AGING AND EQUITABLE ACCESS TO CARE. 0 0 2726121 4025 PUBLIC POLICY: OVER THE PAST 35+ YEARS, THE ALLIANCE HAS LED EFFORTS TO INCREASE FEDERAL INVESTMENT IN AGING RESEARCH, GUIDE GROUNDBREAKING REGULATORY IMPROVEMENTS IN AGE-RELATED DISEASES, AND ADDRESS EQUITABLE ACCESS AND AFFORDABILITY OF HEALTHCARE. 1117708 43952 HEALTH EDUCATION: THE ALLIANCE FOR AGING RESEARCH CREATES AWARD-WINNING EDUCATIONAL MATERIALS AND LEADS CAMPAIGNS FOR CONSUMERS, PATIENTS, CAREGIVERS, AND HEALTH PROFESSIONALS ON DISEASES AND CONDITIONS WHICH DISPROPORTIONATELY IMPACT OLDER ADULTS. 3843829 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 57 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X SUSAN PESCHIN CEO 2022932856 2033 K STREET NW SUITE 450 WASHINGTON DC 20006 MICHELE MARKUS CHAIR 3.00 X X 0 0 0 MARK SIMON VICE CHAIR 3.00 X X 0 0 0 MARY BORDONI TREASURER 3.00 X X 0 0 0 MARGARET DAVIS-CERONE BOARD MEMBER 1.00 X 0 0 0 JANET MCULSKY BOARD MEMBER 1.00 X 0 0 0 KELSEY KURTH BOARD MEMBER 1.00 X 0 0 0 ANDREA MASCIALE BOARD MEMBER 1.00 X 0 0 0 CASSANDRA MCCULLOUGH BOARD MEMBER 1.00 X 0 0 0 DOROTHY OUCHIDA BOARD MEMBER 1.00 X 0 0 0 DAN PERRY BOARD MEMBER 1.00 X 0 0 0 JAY REINSTEIN BOARD MEMBER 1.00 X 0 0 0 JAMES SCOTT IMMEDIATE PAST CHAIR 1.00 X 0 0 0 JOHN WHYTE BOARD MEMBER 1.00 X 0 0 0 HARMEET DHILLON BOARD MEMBER 1.00 X 0 0 0 JANET WOODCOCK BOARD MEMBER 1.00 X 0 0 0 CARLA CARTWRIGHT BOARD MEMBER 1.00 X 0 0 0 KIM LOVE BOARD MEMBER 1.00 X 0 0 0 EDWIN WALKER BOARD MEMBER 1.00 X 0 0 0 WILLIAM SCUYLER BOARD MEMBER 1.00 X 0 0 0 KAREN GALLY BOARD MEMBER 1.00 X 0 0 0 SUSAN PESCHIN PRESIDENT AND CEO 35.00 X 306141 0 35078 LINDSAY CLARKE COO & SVP OF HEALTH EDUCATION 35.00 X 205410 0 26479 SCOTT FREY SVP PUBLIC POLICY & GOV'T RELATION 35.00 X 168061 0 24179 SARAH DELGADO VP OF DEVELOPMENT 35.00 X 163409 0 20878 RACHEL STEVENSON VP OF FINANCE & ADMINISTRATION 35.00 X 166610 0 19569 KATIE RILEY VP OF COMMUNICATIONS 35.00 X 165299 0 16723 1174930 0 142906 8 0 1 0 VENABLE LLP 750 E PRATT STREET SUITE 900 BALTIMORE MD 21202 POLICY STRATEGY & MEETING SERVICES 343278 BERMAN AND COMPANY 1655 FORT MYER DRIVE SUITE 600 ARLINGTON VA 22209 VIDEO PRODUCTION AND MARKETING SERVICES 298813 MSD RCOF DC HOTEL OPCO LLC 1 VANDERBILT AVE FL 26 NEW YORK NY 10017 ANNUAL EVENT FOOD & SERVICES 288251 AKIN GUMP STRAUSS HAUER & FELD LLP 2001 K STREET NW WASHINGTON DC 20006 LEGAL & REGULATORY CONSULTING 157500 4 526721 3937958 4464679 166289 166289 1437738 116472 1268658 119806 169080 -3334 165746 165746 113655 526721 322284 -208629 -208629 HONORARIA 900099 14466 14466 14466 4602551 14466 0 123406 X 47977 47977 341219 221944 108045 11230 1529619 1015347 472194 42078 200397 107003 77349 16045 136506 89285 43634 3587 93895 93595 300 23824 23824 794064 790944 3120 445869 424421 21448 22444 2397 19962 85 9254 6589 2665 261077 261077 22885 13411 7695 1779 299241 281287 10369 7585 57 57 36574 36574 PARTNERSHIPS 318000 318000 MANAGEMENT INFO SYSTEMS 62978 917 46110 15951 DUES AND SUBSCRIPTIONS 35715 11273 24442 AUDIO/VISUAL 10304 10043 261 4013 502991 -499116 138 4695912 3843829 753305 98778 178472 464427 1107154 754924 265000 87875 118512 153530 186292 143607 57446 42685 4245859 4658012 294766 1074569 6267209 7236022 203506 208489 9710 309222 1131996 512728 1350195 X 4533167 5183686 1221314 702141 5754481 5885827 6267209 7236022 -93361 224707 0 X X 0 1 X 1 0 X 4262886 4072218 3848819 5298594 4464679 21947196 4262886 4072218 3848819 5298594 4464679 21947196 7851363 14095833 70742 89143 139101 164687 166289 629962 10280 6100 11162 13665 14466 55673 22632831 351481 0.62280 0.63450 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 10,280. 2022 AMOUNT: $ 6,100. 2023 AMOUNT: $ 11,162. 2024 AMOUNT: $ 13,665. 2025 AMOUNT: $ 14,466. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 222601 222601 4473311 4695912 384796 96199 0 0 326370 358657 380102 384796 1449925 2174888 239418 321733 204472 222601 988224 81593 89664 95026 96199 362482 543723 53000 53000 1449 1449 0 184843 142158 42685 42685 DEPOSITS AND OTHER ASSETS 30887 INVESTMENT FOR DEFERRED COMPENSATION 62452 OPERATING RIGHT-OF-USE ASSET 981230 1074569 DEFERRED COMPENSATION PAYABLE 62452 OPERATING LEASE LIABILITY 1069544 1131996 X 13186723 224707 8061005 322284 8607996 4578727 23824 23824 4602551 13055377 8061005 322284 8383289 4672088 23824 23824 4695912 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. ANNUAL DINNER/ROUNDTABLE EVENT 640376 526721 113655 322284 640376 526721 113655 322284 322284 -208629 1 HEALTHYWOMEN 19925 BEALLSVILLE RD BEALLSVILLE MD 20839 521624846 501(C)(3) 10000 0 SPONSORSHIP OF ANNUAL EVENT NATIONAL ALLIANCE FOR EYE AND VISION RESEARCH 5515 SECURITY LANE SUITE 500 ROCKVILLE MD 20852 522030304 501(C)(3) 15000 0 SPONSORSHIP OF ANNUAL EVENT NATIONAL SOCIETY TO PREVENT BLINDNESS 225 W WACKER DR CHICAGO IL 60606 363667121 501(C)(3) 10000 0 SPONSORSHIP OF ANNUAL EVENT 3 0 X X X X 0 0 0 0 0 0 0 1 0 SUSAN PESCHIN PRESIDENT AND CEO 301141 0 5000 0 0 0 11923 0 23155 0 341219 0 0 0 LINDSAY CLARKE COO & SVP OF HEALTH EDUCATION 198812 0 6598 0 0 0 6788 0 19691 0 231889 0 0 0 SCOTT FREY SVP PUBLIC POLICY & GOV'T RELATION 164129 0 3932 0 0 0 6684 0 17495 0 192240 0 0 0 RACHEL STEVENSON VP OF FINANCE & ADMINISTRATION 162498 0 4112 0 0 0 6651 0 12918 0 186179 0 0 0 SARAH DELGADO VP OF DEVELOPMENT 158961 0 4448 0 0 0 6294 0 14584 0 184287 0 0 0 KATIE RILEY VP OF COMMUNICATIONS 160657 0 4642 0 0 0 5781 0 10942 0 182022 0 0 0 PART I, LINE 7 THE ORGANIZATION PAID BONUSES AS INDICATED IN PART II. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD MAY APPOINT AN EXECUTIVE COMMITTEE AND MAY DELEGATE TO THAT COMMITTEE ALL OF THE POWERS OF THE BOARD WHEN THE BOARD IS NOT IN SESSION, EXCEPT THAT THE COMMITTEE MAY NOT HAVE THE POWER TO MAKE, AMEND OR REPEAL THE BY-LAWS, NOR TO ELECT MEMBERS OF THE BOARD. THE EXECUTIVE COMMITTEE CONSISTS OF THE BOARD CHAIR, BOARD VICE-CHAIR, AND CHAIRS FROM THE GOVERNANCE COMMITTEE, DEVELOPMENT COMMITTEE AND FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED, SIGNED, AND FILED BY THE PRESIDENT AND CEO. THE FORM 990 WAS ALSO REVIEWED BY THE TREASURER PRIOR TO FILING, AND PROVIDED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C EACH SPRING, BOARD MEMBERS ARE ASKED ABOUT POTENTIAL CONFLICTS OF INTEREST. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE PERSON INVOLVED MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE VOTE(S) OF THE INTERESTED DIRECTOR(S) WILL NOT BE COUNTED. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, SECTION B, LINE 15A: THE ALLIANCE FOR AGING RESEARCH BOARD OF DIRECTORS EXECUTIVE COMMITTEE (EC) IS RESPONSIBLE FOR ANNUALLY REVIEWING AND APPROVING DEFINED OBJECTIVES FOR THE ALLIANCE'S PRESIDENT AND CEO, EVALUATING PERFORMANCE AGAINST THE OBJECTIVES, AND DEFINING AND ESTABLISHING THE OVERALL STRATEGY AND COMPENSATION OF THE PRESIDENT AND CEO. THE BOARD CHAIR CONDUCTS AN ANNUAL, CONFIDENTIAL WRITTEN SURVEY OF SENIOR STAFF REGARDING THE PRESIDENT AND CEO'S PERFORMANCE. THE RESULTS ARE CONVEYED TO THE EC AS PART OF THE REVIEW. THE EC MEETS WITH THE CEO, WHO PRESENTS A DETAILED SELF-ASSESSMENT OF ACCOMPLISHMENTS RELATIVE TO PERFORMANCE GOALS OVER THE PAST YEAR. THE BOARD CHAIR THEN COMPILES A WRITTEN EVALUATION BY THE EC OF THE PRESIDENT AND CEO'S PERFORMANCE, AND MEETS WITH THE EC TO DELIBERATE AND DECIDE COMPENSATION. COMPENSATION IS ASSESSED ANNUALLY AGAINST PUBLISHED SURVEYS OF COMPENSATION AND BENEFITS FOR CHIEF EXECUTIVES OF SIMILAR ORGANIZATIONS, TAKING INTO ACCOUNT SECTOR, BUDGET SIZE, STAFF SIZE, AND GEOGRAPHIC LOCATION. AN EXTERNAL INDEPENDENT COMPENSATION REVIEW WAS CONDUCTED IN 2024, AND A FORMAL COMPENSATION STRUCTURE EFFECTIVE JANUARY 2025 WAS ESTABLISHED TO GUIDE FUTURE COMPENSATION DECISIONS. THE ALLIANCE WILL OBTAIN A PROFESSIONAL SALARY AND BENEFITS CONSULTANT TO CONDUCT A COMPENSATION ANALYSIS NO LESS THAN EVERY FIVE YEARS TO ENSURE MARKET COMPETITIVENESS. THE EC REPORTS COMMITTEE DECISIONS TO THE FULL BOARD IN AN EXECUTIVE SESSION, INCLUDING THE PRESIDENT AND THE CEO'S PERFORMANCE AND COMPENSATION DETERMINATIONS. CONTEMPORANEOUS NOTES ARE TAKEN OF THE MEETING(S). THE FINAL WRITTEN EVALUATION, WITH PERFORMANCE GOALS AND COMPENSATION DETERMINATIONS, IS SENT TO THE PRESIDENT AND CEO AND VICE PRESIDENT OF HR, AND A COPY IS RETAINED IN THE PRESIDENT AND CEO'S PERSONNEL FILE. FORM 990, PART VI, SECTION B, LINE 15B: THE PROCESS FOR ESTABLISHING THE ANNUAL COMPENSATION OF OTHER SENIOR STAFF, KEY EMPLOYEES AND OTHER ALLIANCE STAFF INCLUDES DETAILED SELF- ASSESSMENTS THAT DOCUMENT ACCOMPLISHMENTS DURING THE PAST YEAR AND PERFORMANCE GOALS FOR THE UPCOMING YEAR. THESE SELF- ASSESSMENTS ARE SUBMITTED TO IMMEDIATE SUPERVISORS, WHO MEET WITH DIRECT REPORTS TO DISCUSS OVERALL PERFORMANCE, EXPECTATIONS, OBSERVATIONS, POSITIVE AND CONSTRUCTIVE FEEDBACK, CONCERNS, IDEAS, AND REVIEW/SET GOALS. IMMEDIATE SUPERVISORS PROVIDE A WRITTEN SUMMARY OF THE DISCUSSION, INCORPORATING THE EMPLOYEE'S SELF-ASSESSMENTS AND THEIR OWN ASSESSMENT OF PERFORMANCE, PROGRESS, OBSERVATIONS, AND ANY ADDITIONAL GOAL SETTING NEEDED. BASED ON THIS REVIEW, THE SUPERVISOR PROVIDES ANNUAL COMPENSATION RECOMMENDATIONS TO THE PRESIDENT AND CEO FOR THE UPCOMING YEAR. RECOMMENDATIONS ARE GUIDED BY THE MAXIMUM PERCENTAGE INCREASE AUTHORIZED IN THE APPROVED ANNUAL BUDGET. COMPENSATION IS ASSESSED ANNUALLY AGAINST PUBLISHED SURVEYS OF COMPENSATION AND BENEFITS OF SIMILAR ORGANIZATIONS, TAKING INTO ACCOUNT SECTOR, BUDGET SIZE, STAFF SIZE, AND GEOGRAPHIC LOCATION. AN EXTERNAL INDEPENDENT COMPENSATION REVIEW WAS CONDUCTED IN 2024, AND A FORMAL COMPENSATION STRUCTURE EFFECTIVE JANUARY 2025 WAS ESTABLISHED TO GUIDE FUTURE COMPENSATION DECISIONS. THE ALLIANCE WILL OBTAIN A PROFESSIONAL THIRD-PARTY COMPENSATION ANALYSIS NO LESS THAN EVERY FIVE YEARS TO ENSURE MARKET COMPETITIVENESS. IN ADDITION, COMPENSATION IS BASED ON OVERALL ORGANIZATION-WIDE COMPENSATION AMOUNT ESTABLISHED BY THE BOARD-APPROVED ANNUAL BUDGET. THE CEO GIVES FINAL APPROVAL OF ANNUAL COMPENSATION FOR THE UPCOMING YEAR FOR ALL STAFF, AND EACH EMPLOYEE RECEIVES A LETTER OF DOCUMENTATION SIGNED BY THE PRESIDENT AND CEO. SELF-ASSESSMENTS ARE SIGNED BY STAFF AND IMMEDIATE SUPERVISORS. FINAL COPIES OF SELF-ASSESSMENTS AND SALARY LETTERS ARE SENT TO EACH STAFF PERSON AND COPIES ARE RETAINED IN THEIR INDIVIDUAL PERSONNEL FILES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON THEIR WEBSITE OR BY REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 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.