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Nonprofiteer
← ALLIANCE RESOURCES INCORPORATED

Form 990 for tax year 2024

Filed by ALLIANCE RESOURCES INCORPORATED.

Totals

Total revenue
-$11,503,895
Total expenses
$554,308
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$550,998
Investment income
-$12,054,893
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$554,308
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$554,308

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Alexander Walker Jr Esq

    President & CEO (end 4/2025)

    Total calculated
    $1,084,638
    From this org
    $0
    From related orgs
    $737,266
    Other
    $347,372
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $701,793 related
    Bonus
    $0
    Other
    $0 + $35,473 related
    Deferred
    $0 + $318,139 related
    Nontaxable benefits
    $0 + $29,233 related
    Filer's total
    $0 + $1,084,638 related

  • Patricia Furey

    Director/Med Staff Pres. (end 1/25)

    Total calculated
    $587,390
    From this org
    $0
    From related orgs
    $532,423
    Other
    $54,967
    Hours/week
    1 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $431,088 related
    Bonus
    $0 + $101,335 related
    Other
    $0
    Deferred
    $0 + $16,934 related
    Nontaxable benefits
    $0 + $38,033 related
    Filer's total
    $0 + $587,390 related

  • Robert Capodilupo MD

    Int. Trustee/Exec Med Dir.(end 1/25)

    Total calculated
    $794,813
    From this org
    $0
    From related orgs
    $748,330
    Other
    $46,483
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $593,082 related
    Bonus
    $0 + $152,480 related
    Other
    $0 + $2,768 related
    Deferred
    $0 + $17,250 related
    Nontaxable benefits
    $0 + $29,233 related
    Filer's total
    $0 + $794,813 related

  • William Furlong

    Director (end 1/2025)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Robert Gossett

    Director

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Roger Jean

    Director

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Kristy Merrill

    Director (end 1/2025)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • John J Munoz MD

    Director (end 1/2025)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Grace Tung

    Director (end 1/2025)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Pamela Diamantis

    Chair

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Timothy Riley

    Chair (end 1/2025)

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Matthew Albuquerque

    Vice Chair

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Marie McKay CPA

    Treasurer

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Matthew Kfoury

    Secretary (end 1/2025)

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Isideal Cuko

    President & CEO

    Total calculated
    $531,034
    From this org
    $0
    From related orgs
    $500,247
    Other
    $30,787
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $417,411 related
    Bonus
    $0 + $60,000 related
    Other
    $0 + $22,836 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $30,787 related
    Filer's total
    $0 + $531,034 related

  • Pamela Martel

    Executive VP & CFO

    Total calculated
    $436,312
    From this org
    $0
    From related orgs
    $422,512
    Other
    $13,800
    Hours/week
    1 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $421,372 related
    Bonus
    $0
    Other
    $0 + $1,140 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $436,312 related

  • Edward Dudley III

    Former Executive VP & CFO

    Total calculated
    $459,761
    From this org
    $0
    From related orgs
    $459,761
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $459,761 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $459,761 related

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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 3
The Organization's President & CEO's compensation was established by a related organization, Catholic Medical Center. That organization used a compensation committee, independent compensation consultant, Form 990 of other organizations, a compensation survey/study, and approval by their board of directors/compensation committee to determine the President & CEO's compensation and benefits.
Part I, Line 4b
The following individuals take part in a section 457(f) forfeitable nonqualified deferred compensation plan. The amounts listed represent calendar year 2024 contributions for many years of service, and are included in the total deferred compensation reported on this Schedule J, Part II, Column C. - Alexander Walker, Jr., Esq.: $304,339 Additionally, Edward Dudley, who in years prior to this Form 990 reporting period served as the Organization's Executive VP and CFO, received distributions from his own section 457(f) forfeitable non-qualified deferred compensation plan during the calendar year ending within this tax year. Therefore, in accordance with IRS Instructions, Mr. Dudley has been reported as a "Former" Officer on this Form 990, Part VII, and his 457(f) plan distributions, as reported to him as 2024 W-2 income, is also disclosed on this Form 990, Schedule J, Part II, Column B(iii) as "Other Income." Lastly, as such distributions relate to amounts previously reported as deferred compensation, the distributions have also been reported on this Schedule J, Part II, within Column F.

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

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

Provenance

Return type
form_990
Tax year
2024
IRS schema version
2024v5.5
Source object
202612269349302331

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