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Nonprofiteer
← ALLIANCE FOR AGING INC

Form 990 for tax year 2024

Filed by ALLIANCE FOR AGING INC.

Totals

Total revenue
$66,447,296
Total expenses
$64,620,126
Contributions and grants received
$66,509,443
Grants paid
$54,791,106
Program service revenue
$0
Investment income
$11,669
Other revenue
-$73,816
Total assets, end of year
$20,380,427
Total liabilities, end of year
$10,388,790
Net assets or fund balances, end of year
$9,991,637
Program services expenses (Part IX)
$62,198,785
Management and general expenses
$2,313,883
Fundraising expenses
$107,458
Program service expenses (Part III)
$62,198,785

Program services were 96.3% 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

    $141,025

  • 1e · Government grants (contributions)

    $66,087,738

  • 1f · All other contributions, gifts and grants

    $280,680

  • 3 · Investment income

    total $11,669 · excluded $11,669

  • 8a · Fundraising events: gross income

    $17,995

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

    $141,025

  • 8b · Fundraising events: direct expenses

    $91,811

  • 8c · Net income from fundraising events

    total -$73,816 · excluded -$73,816

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $54,791,106 · program services $54,791,106

  • 5 · Compensation of officers, directors and key employees

    total $959,049 · program services $244,940 · management and general $701,036 · fundraising $13,073

  • 7 · Other salaries and wages

    total $5,831,868 · program services $4,947,358 · management and general $824,972 · fundraising $59,538

  • 8 · Pension plan contributions

    total $193,786 · program services $127,788 · management and general $65,998

  • 9 · Other employee benefits

    total $992,738 · program services $859,434 · management and general $127,323 · fundraising $5,981

  • 10 · Payroll taxes

    total $300,543 · program services $185,923 · management and general $109,148 · fundraising $5,472

  • 11b · Fees: legal

    total $60,000 · management and general $60,000

  • 11c · Fees: accounting

    total $62,000 · program services $44,822 · management and general $16,583 · fundraising $595

  • 11d · Fees: lobbying

    total $5,910 · management and general $5,910

  • 11g · Fees: other

    total $53,705 · program services $53,705

  • 12 · Advertising and promotion

    total $53,232 · program services $25,614 · management and general $10,758 · fundraising $16,860

  • 13 · Office expenses

    total $40,288 · program services $24,129 · management and general $14,831 · fundraising $1,328

  • 16 · Occupancy

    total $582,994 · program services $513,299 · management and general $69,695

  • 17 · Travel

    total $19,635 · program services $6,497 · management and general $11,381 · fundraising $1,757

  • 19 · Conferences, conventions and meetings

    total $10,589 · program services $10,589

  • 23 · Insurance

    total $44,702 · program services $36,209 · management and general $8,046 · fundraising $447

  • 24a · Other expenses: LICENSE AND FEES

    total $206,020 · program services $69,027 · management and general $136,993

  • 24b · Other expenses: MAINTENANCE AND REPAIR

    total $114,885 · program services $89,530 · management and general $24,376 · fundraising $979

  • 24c · Other expenses: COMMUNICATION

    total $84,834 · program services $48,847 · management and general $35,469 · fundraising $518

  • 24d · Other expenses: EQUIPMENT

    total $57,368 · program services $54,525 · management and general $2,843

  • 24e · All other expenses

    total $154,874 · program services $65,443 · management and general $88,521 · fundraising $910

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,672,352 · end of year $4,384,836

  • 3 · Pledges and grants receivable

    beginning of year $11,656,129 · end of year $8,038,442

  • 9 · Prepaid expenses and deferred charges

    beginning of year $604,764 · end of year $644,875

  • 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 $2,922,123 · end of year $4,229,873

  • 15 · Other assets

    beginning of year $3,597,262 · end of year $3,082,401

  • 17 · Accounts payable and accrued expenses

    beginning of year $833,084 · end of year $843,022

  • 18 · Grants payable

    beginning of year $8,655,652 · end of year $5,883,850

  • 19 · Deferred revenue

    beginning of year $445,964 · end of year $485,338

  • 25 · Other liabilities

    beginning of year $3,661,213 · end of year $3,176,580

  • 27 · Net assets without donor restrictions

    beginning of year $7,856,717 · end of year $9,991,637

Mission and programs · 2024

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 $25,088,835 · Grants $21,455,490

  • 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 $10,812,787 · Grants $9,848,385

  • 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 $6,983,766 · Grants $6,958,221

  • AMERICAN RESUCE PLAN - THE FEDERAL AMERCIAN RESCUE PLAN EMEERGENCY FUNDING AS A RESULT OF THE COVID PANDEMIC PROVIDES ASSISTANCE IN COMBATING SOCIAL ISOLATION AND LONLINESS THRIUGH SIMILAR PRGRAMS AS THAT OF E OLDER AMERICANS ACT. THE FUNDING FLLOWS THE SAME TITLE STRUCTURE AS TEH OLDER AMERCINAS ACTG FUNDING. 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 AS WELL AS SUPPORT TO THE CAREGIVERS.

    Expenses $5,907,082 · Grants $4,865,268

  • THE PURPOSE OF THE STATE FUNDED ALZHEIMER'S DISEASE INITIATIVE (ADI) PROGRAM IS TO PROVIDE SERVICES TO MEET THE CHANGING NEEDS OF INDIVIDUALS AND FAMILIES LIVING WITH ALZHEIMER'S DISEASE AND RELATED DEMENTIAS (ADRD). THE SERVICES PROVIDED THROUGH THIS PROGRAM INCLUDE RESPITE SERVICES, SUPPORTIVE SERVICES SUCH AS CASE MANAGEMENT, SPECIALIZED MEDICAL EQUIPMENT AND SUPPLIES, AND CAREGIVER TRAINING, AND SPECIALIZED ALZHEIMER'S SERVICES ADULT DAY CARE CENTERS.

    Expenses $5,699,522 · Grants $5,283,994

  • THE PURPOSE OF THE STATE FUNDED HOME CARE FOR THE ELDERLY PROGRAM IS TO ENCOURAGE THE PROVISION OF CARE FOR ELDERS IN FAMILY-TYPE LIVING ARRANGEMENTS IN PRIVATE HOMES AS AN ALTERNATIVE TO NURSING HOMES OR OTHER INSTITUTIONAL CARE SETTINGS. ADDITIONALLY, THE PROGRAM PROVIDES THE FOLLOWING BASIC SUPPORT AND MAINTENANCE AND ASSISTANCE IN ARRANGING SPECIALIZED SERVICES AS NEEDED.

    Expenses $3,054,855 · Grants $2,677,728

  • EHEAP

    Expenses $677,516 · Grants $631,092

  • 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 $3,974,422 · Grants $3,070,928

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Sheryl Manning

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Lisa Chin

    CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Peter Lopez

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Andrew Bellinson

    TREASURER

    Total calculated
    $0
    Hours/week
    2
  • Oscar Llorente

    SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • Trudy Gaillard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Elena Z George

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Marries N Gomez

    DIRECTOR UNTIL 09/24

    Total calculated
    $0
    Hours/week
    2
  • Heather Harris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Nicholas Landera

    DIRECTOR AS OF 03/24

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

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Susana Rodriguez

    DIRECTOR AS OF 03/24

    Total calculated
    $0
    Hours/week
    2
  • Candy M Sicle

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Joy Siegel

    DIRECTOR

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

    PRESIDENT/CEO

    Total calculated
    $184,094
    From this org
    $169,266
    From related orgs
    $0
    Other
    $14,828
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,266
    Bonus
    $0
    Other
    $0
    Deferred
    $13,541
    Nontaxable benefits
    $1,287
    Filer's total
    $184,094
  • Stanley McNeese

    VP OF FINANCE/CFO

    Total calculated
    $136,593
    From this org
    $116,088
    From related orgs
    $0
    Other
    $20,505
    Hours/week
    40
  • Karlene Peyton

    VP OF OPERATIONS & DEVELOPMENT

    Total calculated
    $130,723
    From this org
    $119,942
    From related orgs
    $0
    Other
    $10,781
    Hours/week
    40

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
2024
Filed
11 November 2025
IRS schema version
2024v5.2
Source object
202523159349305767

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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