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Nonprofiteer
← ALLIANCE FOR AGING INC

Form 990 for tax year 2022

Filed by ALLIANCE FOR AGING INC.

Totals

Total revenue
$49,391,223
Total expenses
$47,610,210
Contributions and grants received
$49,339,802
Grants paid
$39,485,712
Program service revenue
$0
Investment income
$8,227
Other revenue
$43,194
Total assets, end of year
$15,945,519
Total liabilities, end of year
$10,563,626
Net assets or fund balances, end of year
$5,381,893
Program services expenses (Part IX)
$45,769,035
Management and general expenses
$1,758,154
Fundraising expenses
$83,021
Program service expenses (Part III)
$45,769,035

Program services were 96.1% 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.

  • 1e · Government grants (contributions)

    $49,066,273

  • 1f · All other contributions, gifts and grants

    $273,529

  • 1g · Noncash contributions included above

    $25,000

  • 3 · Investment income

    total $8,227 · excluded $8,227

  • 8a · Fundraising events: gross income

    $109,963

  • 8b · Fundraising events: direct expenses

    $66,769

  • 8c · Net income from fundraising events

    total $43,194 · excluded $43,194

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $39,485,712 · program services $39,485,712

  • 5 · Compensation of officers, directors and key employees

    total $385,465 · program services $302,525 · management and general $78,066 · fundraising $4,874

  • 7 · Other salaries and wages

    total $4,632,534 · program services $3,635,762 · management and general $938,200 · fundraising $58,572

  • 8 · Pension plan contributions

    total $277,648 · program services $212,463 · management and general $62,964 · fundraising $2,221

  • 9 · Other employee benefits

    total $653,030 · program services $499,715 · management and general $148,092 · fundraising $5,223

  • 10 · Payroll taxes

    total $332,716 · program services $254,602 · management and general $75,452 · fundraising $2,662

  • 11b · Fees: legal

    total $58,576 · program services $46,628 · management and general $11,948

  • 11c · Fees: accounting

    total $614,476 · program services $481,601 · management and general $123,406 · fundraising $9,469

  • 12 · Advertising and promotion

    total $142,866 · program services $128,972 · management and general $13,894

  • 13 · Office expenses

    total $58,506 · program services $30,138 · management and general $28,368

  • 14 · Information technology

    total $114,081 · program services $66,408 · management and general $47,673

  • 16 · Occupancy

    total $564,194 · program services $444,980 · management and general $119,214

  • 17 · Travel

    total $9,008 · program services $2,957 · management and general $6,051

  • 23 · Insurance

    total $32,802 · program services $17,688 · management and general $15,114

  • 24a · Other expenses: OTHER EXPENSE

    total $168,320 · program services $94,899 · management and general $73,421

  • 24b · Other expenses: EQUIPMENT

    total $64,796 · program services $49,114 · management and general $15,682

  • 24c · Other expenses: MAINTENANCE AND REPAIR

    total $15,480 · program services $14,871 · management and general $609

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,810,819 · end of year $2,896,702

  • 3 · Pledges and grants receivable

    beginning of year $4,898,264 · end of year $7,363,563

  • 9 · Prepaid expenses and deferred charges

    beginning of year $375,222 · end of year $365,752

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

    $222,464

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

    $222,464

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $1,383,496 · end of year $1,215,042

  • 15 · Other assets

    beginning of year $0 · end of year $4,104,460

  • 17 · Accounts payable and accrued expenses

    beginning of year $543,288 · end of year $610,424

  • 18 · Grants payable

    beginning of year $3,830,409 · end of year $5,515,448

  • 19 · Deferred revenue

    beginning of year $324,771 · end of year $317,487

  • 25 · Other liabilities

    beginning of year $0 · end of year $4,120,267

  • 27 · Net assets without donor restrictions

    beginning of year $3,769,333 · end of year $5,381,893

Mission and programs · 2022

Mission

ALLIANCE FOR AGING ("THE ALLIANCE") IS THE AREA AGENCY ON AGING FOR MIAMI-DADE AND MONROE COUNTIES. THE PURPOSE OF THE ALLIANCE IS TO FUNCTION AS A REGIONAL PLANNING, COORDINATING, ADVOCATING, AND GRANT MANAGING AGENCY.

Activities or mission (Part I)

ALLIANCE FOR AGING, INC. PLANS, COORDINATES, INFORMS AND ADVOCATES FOR SERVICES FOR ELDERS.

  • OLDER AMERICANS ACT TITLE III - THE FEDERAL OLDER AMERICANS ACT PROVIDES ASSISTANCE IN THE DEVELOPMENT OF NEW OR IMPROVED PROGRAMS TO HELP OLDER PERSONS BY AWARDING GRANTS TO THE STATES FOR COMMUNITY PLANNING AND SERVICES. THERE ARE FOUR MAIN SERVICES AND ACTIVITIES THE ALLIANCE PROVIDES THROUGH THE OLDER AMERCIANS ACT: CONGREGATE MEALS, HOME-DELIVERED MEALS, TRANSPORTATION, AND SUPPORTIVE SERVICES. THE PROGRAM PROVIDES CONGREGATE MEALS AND NUTRITION EDUCATION IN STRATEGICALLY LOCATED CENTERS SUCH AS COMMUNITY CENTERS, SENIOR CENTERS, AND OTHER PUBLIC OR PRIVATE FACILITIES WHERE PERSONS MAY RECEIVE OTHER SOCIAL AND REHABILITATIVE SERVICES AND PROVIDES TRANSPORTATION FOR PERSONS TO ACCESS THESE LOCATIONS. THE PROGRAM ALSO PROVIDES HOME-DELIVERED MEALS AND NUTRITION EDUCATION TO HOMEBOUND INDIVIDUALS. LASTLY, THE PROGRAM PROVIDES SUPPORTIVE SERVICES TO BOOST THE WELL-BEING OF ELDERS AND TO HELP THEM LIVE INDEPENDENTLY IN THEIR HOME ENVIRONMENT AND THE COMMUNITY.

    Expenses $16,183,553 · Grants $14,982,041

  • COMMUNITY CARE FOR THE ELDERLY - THE COMMUNITY CARE FOR THE ELDERLY PROGRAM PROVIDES COMMUNITY-BASED SERVICES ORGANIZED IN A CONTINUUM OF CARE TO HELP FUNCTIONALLY IMPAIRED OLDER PEOPLE LIVE IN THE LEAST RESTRICTIVE, YET MOST COST-EFFECTIVE ENVIRONMENT SUITABLE TO THEIR NEEDS.

    Expenses $8,749,027 · Grants $7,964,301

  • THE LOCAL SERVICES PROGRAM (LSP) PROVIDES FUNDING TO EXPAND FACILITY BASED CARE ALTERNATIVES ENABLING ELDERS TO MAINTAIN AN ACCEPTABLE QUALITY OF LIFE IN THEIR OWN HOMES AND AVOID OR DELAY NURSING HOME PLACEMENT. THE LSP PROVIDES COMMUNITY-BASED SERVICES TO PRESERVE ELDER INDEPENDENCE, SUPPORT CAREGIVERS, AND TARGET AT-RISK PERSONS. THROUGH THE PROVISION OF MEALS, TRANSPORTATION SERVICES, CAREGIVER SUPPORT, IN-HOME SERVICES AND EXPANDED RESPITE AND DAY CARE SERVICES, LSP ASSISTS ELDERS TO LIVE IN THE LEAST RESTRICTIVE ENVIRONMENT THAT MEETS THEIR NEEDS.

    Expenses $5,675,678 · Grants $5,648,924

  • ADDITIONAL PROGRAM SERVICE ACTIVITIES INCLUDE: CARES, NO WRONG DOOR, HOME CARE FOR THE ELDERLY, ALZHEIMER'S DISEASE INITIATIVE, NON-DOEA PROGRAMS, AGING & DISABILITIES RESOURCE CENTER, EMERGENCY HOME ENERGY ASSISTANCE PROGRAM, MEDICAID LONG TERM CARE SCREENING AND APPLICATION COUNSELING, ELDER ABUSE PREVENTION, FLORIDA SHINE PROGRAM, SENIOR MEDICARE PATROL, & MEDICARE IMPROVEMENTS FOR PATIENTS AND PROVIDER ACT.

    Expenses $15,160,777 · Grants $10,890,446

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Sheryl J Manning JD

    CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Lisa Chin

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Albert Palombo

    TREASURER

    Total calculated
    $0
    Hours/week
    2
  • Jeffrey A Codallo

    SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • Marke Dickinson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Rep Kevin D Chambliss

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Kenneth Cormier

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Heather Harris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Madeleine G Arritola

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Trudy Gaillard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Rose T Romero Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Joy Siegel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Gloria M Peruyera

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Pam Martin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Leslie Quintanilla-Lopez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Jayati Sinha

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Cyndi Guerra

    ADVISORY COUNCIL CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Max B Rothman JD Llm

    PRESIDENT/CEO

    Total calculated
    $164,942
    From this org
    $164,942
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,942
    Bonus
    $0
    Other
    $6,000
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $164,942

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 · Approval by the board or compensation committee

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
20 September 2023
IRS schema version
2022v5.0
Source object
202313009349300226

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