Form 990 for tax year 2023
Filed by ALTERNATIVES FOR THE OLDER ADULT INC.
Totals
- Total revenue
- $5,356,715
- Total expenses
- $5,075,341
- Contributions and grants received
- $5,347,809
- Grants paid
- $52,466
- Program service revenue
- $0
- Investment income
- $7,581
- Other revenue
- $1,325
- Total assets, end of year
- $2,072,605
- Total liabilities, end of year
- $643,397
- Net assets or fund balances, end of year
- $1,429,208
- Program services expenses (Part IX)
- $4,175,649
- Management and general expenses
- $898,014
- Fundraising expenses
- $1,678
- Program service expenses (Part III)
- $4,175,649
Program services were 82.3% 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.
-
1a · Federated campaigns
$4,510
-
1c · Fundraising events
$8,095
-
1e · Government grants (contributions)
$5,232,847
-
1f · All other contributions, gifts and grants
$102,357
-
3 · Investment income
total $2,644 · excluded $2,644
-
7a · Gross sales of assets other than inventory
securities $4,937
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $4,937
-
7d · Net gain or loss
total $4,937 · excluded $4,937
-
8a · Fundraising events: contributions included on line 1c
$8,095
-
11a · Other revenue: MISCELLANEOUS
total $1,325 · excluded $1,325
-
11e · Other revenue, total
$1,325
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $52,466 · program services $52,466
-
5 · Compensation of officers, directors and key employees
total $114,448 · program services $95,865 · management and general $18,583
-
7 · Other salaries and wages
total $3,164,358 · program services $2,650,555 · management and general $513,803
-
8 · Pension plan contributions
total $130,933 · program services $109,673 · management and general $21,260
-
9 · Other employee benefits
total $555,870 · program services $465,612 · management and general $90,258
-
10 · Payroll taxes
total $237,311 · program services $198,778 · management and general $38,533
-
11g · Fees: other
total $45,591 · program services $28,227 · management and general $17,364
-
12 · Advertising and promotion
total $26,956 · program services $17,148 · management and general $8,130 · fundraising $1,678
-
13 · Office expenses
total $25,420 · program services $16,024 · management and general $9,396
-
14 · Information technology
total $31,321 · program services $23,029 · management and general $8,292
-
16 · Occupancy
total $73,357 · program services $56,413 · management and general $16,944
-
22 · Depreciation, depletion and amortization
total $4,976 · management and general $4,976
-
23 · Insurance
total $87,671 · program services $65,055 · management and general $22,616
-
24a · Other expenses: OPERATING LEASE EXPENSE
total $179,641 · program services $121,234 · management and general $58,407
-
24b · Other expenses: MILEAGE
total $144,965 · program services $138,865 · management and general $6,100
-
24c · Other expenses: TELEPHONE
total $65,719 · program services $49,808 · management and general $15,911
-
24d · Other expenses: STAFF EXPENSES
total $25,246 · program services $17,815 · management and general $7,431
-
24e · All other expenses
total $109,092 · program services $69,082 · management and general $40,010
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $402,259 · end of year $576,397
-
3 · Pledges and grants receivable
beginning of year $998,059 · end of year $1,094,517
-
10a · Land, buildings and equipment: cost or other basis
$245,514
-
10b · Land, buildings and equipment: accumulated depreciation
$204,810
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $40,704
-
11 · Investments: publicly traded securities
beginning of year $47,498 · end of year $54,029
-
15 · Other assets
beginning of year $424,269 · end of year $306,958
-
17 · Accounts payable and accrued expenses
beginning of year $307,531 · end of year $343,988
-
25 · Other liabilities
beginning of year $416,720 · end of year $299,409
-
27 · Net assets without donor restrictions
beginning of year $971,447 · end of year $1,415,108
-
28 · Net assets with donor restrictions
beginning of year $176,387 · end of year $14,100
Mission and programs · 2023
Mission
ALTERNATIVES PROMOTES THE INDEPENDENCE AND QUALITY OF LIFE FOR OLDER ADULTS, ADULTS WITH DISABILITIES, AND THEIR FAMILIES.
-
CARE COORDINATION PROGRAM - PROVIDES ONGOING ASSESSMENT AND SERVICE COORDINATION FOR OLDER ADULTS TO REMAIN INDEPENDENT. IN FY24, ALTERNATIVES RECEIVED 14,537 REFERRALS FOR SUPPORT. ALTERNATIVES MANAGES AN ONGOING CASELOAD OF CLOSE TO 2,800 PARTICIPANTS. AS A PROGRAM, CARE COORDINATION WAS ABLE TO SUCCESSFULLY ASSIST 83% OF SENIORS ELIGIBLE FOR NURSING HOME CARE TO REMAIN IN THEIR HOME. 95% OF PARTICIPANTS AND CAREGIVERS INDICATE THEY WOULD RECOMMEND ALTERNATIVES' CARE COORDINATION SERVICES TO OTHERS.
Expenses $2,490,094 · Grants $27,820
-
ADULT PROTECTIVE SERVICES - CONDUCTS INTAKE, INVESTIGATION, CASEWORK, AND INTERVENTION TO PREVENT FURTHER ABUSE, NEGLECT, OR FINANCIAL EXPLOITATION OF OLDER ADULTS OR OF ADULTS WITH DISABILITIES (AGE 18 - 59). IN FY24, ADULT PROTECTIVE SERVICES INVESTIGATED 1,043 CASES OF WHICH 379 WERE SUBSTANTIATED FOR ABUSE, NEGLECT, OR EXPLOITATION.
Expenses $734,648 · Grants $6,885
-
OMBUDSMAN - PROVIDE A REGULAR PRESENCE IN 123 FACILITIES IN A SIXTEEN-COUNTY SERVICE AREA TO ADDRESS SYSTEMIC CHALLENGES TO CARE OF LONG-TERM CARE RESIDENTS. PROVIDES ADVOCACY, CONSULTATION, AND FOLLOW-UP FOR 3,703 LONG-TERM RESIDENTS, FAMILIES, AND STAFF. THE OMBUDSMAN PROVIDED DIRECT ASSISTANCE TO 740 LONG-TERM CARE RESIDENTS TO RESOLVE COMPLAINTS ABOUT THEIR CARE.
Expenses $440,669
-
CAREGIVER SUPPORT - OFFERS SUPPORT SERVICES AND RESOURCES, INCLUDING SUPPORT GROUPS, RESOURCE OPTIONS, AND COUNSELING SERVICES. PROVIDED CRITICAL RESPITE ASSISTANCE TO MORE THAN 213 CAREGIVERS AND SUPPORTIVE COUNSELING AND RESOURCES TO MORE THAN 752 CAREGIVERS AND FAMILIES.
Expenses $163,951 · Grants $12,745
-
MONEY MANAGEMENT - PROVIDES MONEY MANAGEMENT AND MONTHLY BILL PAYING FOR OLDER ADULTS WITH DISABILITIES WHO ARE NO LONGER ABLE TO MANAGE THEIR FINANCES. IN FY24, STAFF AND VOLUNTEERS PROVIDED 3,633 HOURS OF SUPPORT TO 103 PARTICIPANTS. 96% INDICATED THEIR FINANCIAL SITUATION HAD STABILIZED AND THEY WERE ABLE TO PAY BILLS ON TIME AND MEET BASIC NEEDS.
Expenses $189,483
-
BRIDGES ADRC (AGING AND DISABILITY RESOURCE CENTER) - BRIDGES SERVES THE LOWER 27 TOWNSHIPS IN LASALLE COUNTY. WITH A CENTRAL LOCATION IN PERU, ILLINOIS, BRIDGES STAFF CONTINUED TO OFFER INFORMATION, OPTIONS COUNSELING, BENEFITS REVIEW, CLASSES, AND RESOURCE CONNECTIONS. IN FY24, BRIDGES SERVED 856 BY PROVIDING INFORMATION AND ASSISTANCE WITH THEIR BENEFITS AND RESOURCES AS WELL AS PROVIDING HEALTH AND WELL-BEING ACTIVITIES FOR MORE THAN 487 OLDER ADULTS.
Expenses $156,804 · Grants $5,016
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
AMANDA CURLESS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
SARAH SNYDER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
JOHN FINKES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
KIM MCMAHILL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
RACHEL SECRIST
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
MARY JANE CLARK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
NATHAN NEIGHBOUR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
TRISTA FOSTER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
JUSTIN PETERSON
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
DAVID MCCAULEY
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5
-
TARA FELD
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
ARISTOTLE PAPANIKOLAOU
CEO
- Total calculated
- $114,448
- From this org
- $110,569
- From related orgs
- $0
- Other
- $3,879
- 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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443139349304409
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