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Nonprofiteer
← ALLIANCE FOR AGING RESEARCH

Form 990 for tax year 2024

Filed by ALLIANCE FOR AGING RESEARCH.

Totals

Total revenue
$5,362,394
Total expenses
$4,602,043
Contributions and grants received
$5,298,594
Grants paid
$47,676
Program service revenue
$0
Investment income
$202,111
Other revenue
-$138,311
Total assets, end of year
$6,267,209
Total liabilities, end of year
$512,728
Net assets or fund balances, end of year
$5,754,481
Program services expenses (Part IX)
$3,957,485
Management and general expenses
$568,174
Fundraising expenses
$76,384
Program service expenses (Part III)
$3,957,485

Program services were 86.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $508,705

  • 1f · All other contributions, gifts and grants

    $4,789,889

  • 3 · Investment income

    total $164,687 · excluded $164,687

  • 7a · Gross sales of assets other than inventory

    securities $731,770

  • 7b · Less cost or other basis and sales expenses

    securities $694,346

  • 7c · Gain or loss

    securities $37,424

  • 7d · Net gain or loss

    total $37,424 · excluded $37,424

  • 8a · Fundraising events: gross income

    $116,650

  • 8a · Fundraising events: contributions included on line 1c

    $508,705

  • 8b · Fundraising events: direct expenses

    $268,626

  • 8c · Net income from fundraising events

    total -$151,976 · excluded -$151,976

  • 11a · Other revenue: HONORARIA

    total $13,665 · related or exempt $13,665

  • 11e · Other revenue, total

    $13,665

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $47,676 · program services $47,676

  • 5 · Compensation of officers, directors and key employees

    total $301,357 · program services $188,251 · management and general $96,556 · fundraising $16,550

  • 7 · Other salaries and wages

    total $1,340,539 · program services $864,265 · management and general $445,120 · fundraising $31,154

  • 9 · Other employee benefits

    total $168,972 · program services $106,944 · management and general $52,965 · fundraising $9,063

  • 10 · Payroll taxes

    total $125,278 · program services $77,970 · management and general $43,557 · fundraising $3,751

  • 11a · Fees: management

    total $79,449 · management and general $79,449

  • 11f · Fees: investment management

    total $22,677 · management and general $22,677

  • 11g · Fees: other

    total $1,043,417 · program services $1,043,417

  • 12 · Advertising and promotion

    total $381,987 · program services $362,187 · management and general $19,599 · fundraising $201

  • 13 · Office expenses

    total $26,039 · program services $3,065 · management and general $22,974

  • 14 · Information technology

    total $6,312 · program services $2,826 · management and general $3,486

  • 16 · Occupancy

    total $183,405 · management and general $183,405

  • 17 · Travel

    total $23,598 · program services $17,302 · management and general $6,236 · fundraising $60

  • 19 · Conferences, conventions and meetings

    total $305,929 · program services $301,000 · management and general $4,521 · fundraising $408

  • 20 · Interest

    total $97 · management and general $97

  • 22 · Depreciation, depletion and amortization

    total $41,220 · management and general $41,220

  • 23 · Insurance

    total $12,460 · management and general $12,460

  • 24a · Other expenses: PARTNERSHIPS

    total $364,750 · program services $364,750

  • 24b · Other expenses: MANAGEMENT INFO SYSTEMS

    total $65,688 · program services $860 · management and general $50,438 · fundraising $14,390

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $35,950 · program services $9,945 · management and general $26,005

  • 24d · Other expenses: AUDIO/VISUAL

    total $23,462 · program services $22,963 · management and general $499

  • 24e · All other expenses

    total $1,781 · program services $544,064 · management and general -$543,090 · fundraising $807

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $248,162 · end of year $178,472

  • 2 · Savings and temporary cash investments

    beginning of year $384,127 · end of year $1,107,154

  • 3 · Pledges and grants receivable

    beginning of year $347,875 · end of year $265,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $94,090 · end of year $118,512

  • 10a · Land, buildings and equipment: cost or other basis

    $280,950

  • 10b · Land, buildings and equipment: accumulated depreciation

    $223,504

  • 10c · Land, buildings and equipment, net

    beginning of year $93,639 · end of year $57,446

  • 11 · Investments: publicly traded securities

    beginning of year $3,912,049 · end of year $4,245,859

  • 15 · Other assets

    beginning of year $442,732 · end of year $294,766

  • 17 · Accounts payable and accrued expenses

    beginning of year $222,924 · end of year $203,506

  • 25 · Other liabilities

    beginning of year $495,521 · end of year $309,222

  • 27 · Net assets without donor restrictions

    beginning of year $3,766,669 · end of year $4,533,167

  • 28 · Net assets with donor restrictions

    beginning of year $1,037,560 · end of year $1,221,314

Mission and programs · 2024

Mission

THE ALLIANCE FOR AGING RESEARCH IS THE LEADING NONPROFIT ORGANIZATION DEDICATED TO CHANGING THE NARRATIVE TO ACHIEVE HEALTHY AGING AND EQUITABLE ACCESS TO CARE.

Activities or mission (Part I)

CHANGING THE NARRATIVE TO ACHIEVE HEALTHY AGING AND EQUITABLE ACCESS TO CARE.

  • 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.

    Expenses $2,722,402

  • HEALTH EDUCATION: THE ALLIANCE FOR AGING RESEARCH CREATES AWARD-WINNING EDUCATIONAL MATERIALS AND LEADS CAMPAIGNS FOR CONSUMERS, PATIENTS, CAREGIVERS, AND HEALTH PROFESSIONALS ON DISEASES AND CONDITIONS WHICH DISPROPORTIONATELY IMPACT OLDER ADULTS. THESE WIDE-RANGING SOURCES ON SUCH TOPICS AS VALVE DISEASE, VISION LOSS, AND PAIN MANAGEMENT HAVE MADE THE ALLIANCE A WELL-RESPECTED SOURCE OF RELIABLE INFORMATION ON THE HEALTH AND WELL-BEING OF OLDER AMERICANS.

    Expenses $1,235,083 · Grants $47,676

As filed on the 2024 return.

Listed in Part VII

  • MICHELE MARKUS

    CHAIR

    Total calculated
    $0
    Hours/week
    3

  • MARK SIMON

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3

  • WILLIAM SCHUYLER

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • KAREN GALLY

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • GEORGE BEACH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARY BORDONI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARGARET DAVIS-CERONE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JAMES EDEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JANET MCULSKY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KELSEY LANG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ANDREA MASCIALE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CASSANDRA MCCULLOUGH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DOROTHY OUCHIDA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DAN PERRY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JAY REINSTEIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JAMES SCOTT

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JOHN WHYTE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • HARMEET DHILLON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JANET WOODCOCK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TODD TUTEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • AMY EFANTIS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SUSAN PESCHIN

    PRESIDENT AND CEO

    Total calculated
    $301,357
    From this org
    $269,603
    From related orgs
    $0
    Other
    $31,754
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $264,603
    Bonus
    $5,000
    Other
    $0
    Deferred
    $10,969
    Nontaxable benefits
    $20,785
    Filer's total
    $301,357

  • LINDSAY CLARKE

    SVP HEALTH EDUCATION & ADV

    Total calculated
    $202,470
    From this org
    $178,622
    From related orgs
    $0
    Other
    $23,848
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $171,622
    Bonus
    $7,000
    Other
    $0
    Deferred
    $6,068
    Nontaxable benefits
    $17,780
    Filer's total
    $202,470

  • KATIE RILEY

    VP COMMUNICATIONS

    Total calculated
    $177,087
    From this org
    $161,672
    From related orgs
    $0
    Other
    $15,415
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $154,672
    Bonus
    $7,000
    Other
    $0
    Deferred
    $5,657
    Nontaxable benefits
    $9,758
    Filer's total
    $177,087

  • TIFFANY STEWART-BROWN

    VP HR & ADMINISTRATION

    Total calculated
    $162,892
    From this org
    $151,543
    From related orgs
    $0
    Other
    $11,349
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $144,543
    Bonus
    $7,000
    Other
    $0
    Deferred
    $692
    Nontaxable benefits
    $10,657
    Filer's total
    $162,892

  • RACHEL STEVENSON

    VP OF FINANCE & ADMINISTRATION

    Total calculated
    $162,429
    From this org
    $145,481
    From related orgs
    $0
    Other
    $16,948
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $138,481
    Bonus
    $7,000
    Other
    $0
    Deferred
    $5,496
    Nontaxable benefits
    $11,452
    Filer's total
    $162,429

  • BETH MATHEWS-BRADSHAW

    VP PATIENT ENGAGEMENT & RE

    Total calculated
    $157,618
    From this org
    $150,745
    From related orgs
    $0
    Other
    $6,873
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $143,745
    Bonus
    $7,000
    Other
    $0
    Deferred
    $6,015
    Nontaxable benefits
    $858
    Filer's total
    $157,618

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
THE ORGANIZATION PAID BONUSES AS INDICATED IN PART II.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2024
Filed
20 October 2025
IRS schema version
2024v5.2
Source object
202523009349300247

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