Totals
- Total revenue
- $2,174,583
- Total expenses
- $3,089,771
- Contributions and grants received
- $1,681,859
- Grants paid
- $0
- Program service revenue
- $480,135
- Investment income
- $17,496
- Other revenue
- -$4,907
- Total assets, end of year
- $3,990,630
- Total liabilities, end of year
- $69,260
- Net assets or fund balances, end of year
- $3,921,370
- Program services expenses (Part IX)
- $2,565,271
- Management and general expenses
- $210,295
- Fundraising expenses
- $314,205
- Program service expenses (Part III)
- $2,565,271
Program services were 83.0% 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
$115,383
-
1e · Government grants (contributions)
$443,724
-
1f · All other contributions, gifts and grants
$1,122,752
-
1g · Noncash contributions included above
$76,076
-
2a · Program service revenue: REVENUE: CONTRACT FEES
total $375,000 · related or exempt $375,000
-
2b · Program service revenue: REVENUE: PATIENT FEES
total $105,105 · related or exempt $105,105
-
2c · Program service revenue: REVENUE MEDICAL RECORDS
total $30 · related or exempt $30
-
3 · Investment income
total $40,920 · excluded $40,920
-
6a · Gross rents
real property $12,550
-
6c · Rental income or loss
real property $12,550
-
6d · Net rental income or loss
total $12,550 · excluded $12,550
-
7a · Gross sales of assets other than inventory
securities $44,747
-
7b · Less cost or other basis and sales expenses
securities $44,747 · other assets $23,424
-
7c · Gain or loss
other assets -$23,424
-
7d · Net gain or loss
total -$23,424 · related or exempt -$23,424
-
8a · Fundraising events: contributions included on line 1c
$115,383
-
8b · Fundraising events: direct expenses
$17,457
-
8c · Net income from fundraising events
total -$17,457
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $154,314 · program services $51,438 · management and general $51,438 · fundraising $51,438
-
7 · Other salaries and wages
total $1,787,477 · program services $1,622,582 · fundraising $164,895
-
8 · Pension plan contributions
total $38,116 · program services $34,177 · management and general $1,545 · fundraising $2,394
-
9 · Other employee benefits
total $109,001 · program services $93,588 · management and general $12,894 · fundraising $2,519
-
10 · Payroll taxes
total $146,373 · program services $126,611 · management and general $3,632 · fundraising $16,130
-
11c · Fees: accounting
total $28,750 · management and general $28,750
-
11g · Fees: other
total $210,743 · program services $143,482 · management and general $39,045 · fundraising $28,216
-
13 · Office expenses
total $24,217 · program services $6,054 · management and general $2,422 · fundraising $15,741
-
14 · Information technology
total $1,942 · program services $1,457 · management and general $242 · fundraising $243
-
16 · Occupancy
total $210,163 · program services $162,660 · management and general $33,826 · fundraising $13,677
-
17 · Travel
total $1,751 · program services $1,313 · management and general $219 · fundraising $219
-
22 · Depreciation, depletion and amortization
total $125,505 · program services $94,129 · management and general $15,688 · fundraising $15,688
-
23 · Insurance
total $31,324 · program services $27,722 · management and general $2,755 · fundraising $847
-
24a · Other expenses: MEDICAL SUPPLIES
total $125,175 · program services $125,175
-
24b · Other expenses: CLINIC EXPENSE
total $53,825 · program services $53,825
-
24c · Other expenses: TRAINING
total $10,676 · program services $10,142 · fundraising $534
-
24d · Other expenses: SUPPLIES-OFFICE
total $9,292 · program services $6,504 · management and general $1,859 · fundraising $929
-
24e · All other expenses
total $21,127 · program services $4,412 · management and general $15,980 · fundraising $735
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,420,170 · end of year $723,465
-
3 · Pledges and grants receivable
beginning of year $196,622 · end of year $109,492
-
4 · Accounts receivable
beginning of year $163,969 · end of year $139,430
-
9 · Prepaid expenses and deferred charges
beginning of year $29,919 · end of year $31,224
-
10a · Land, buildings and equipment: cost or other basis
$4,336,433
-
10b · Land, buildings and equipment: accumulated depreciation
$1,563,598
-
10c · Land, buildings and equipment, net
beginning of year $2,869,531 · end of year $2,772,835
-
12 · Investments: other securities
beginning of year $435,967 · end of year $201,900
-
15 · Other assets
beginning of year $9,781 · end of year $12,284
-
17 · Accounts payable and accrued expenses
beginning of year $30,184 · end of year $17,786
-
19 · Deferred revenue
beginning of year $248,733 · end of year $37,559
-
25 · Other liabilities
beginning of year $10,484 · end of year $13,915
-
27 · Net assets without donor restrictions
beginning of year $3,941,079 · end of year $3,322,451
-
28 · Net assets with donor restrictions
beginning of year $895,479 · end of year $598,919
Mission and programs · 2023
Mission
PROVIDE MEDICAL SERVICES FOR UNINSURED LOW INCOME INDIVIDUALS.
-
ALLIANCE MEDICAL MINISTRY PROVIDES AFFORDABLE ACCESS TO PRIMARY HEALTHCARE TO MORE THAN 2,100 WORKING BUT UNINSURED ADULTS IN WAKE COUNTY. ALLIANCE SERVES THE MOST VULNERABLE MEMBERS OF THE COMMUNITY. IN FY 2024, ALLIANCE PROVIDED 9.95 MILLION IN MEDICAL CARE AND MEDICATIONS. THE AVERAGE ALLIANCE PATIENT LIVES AT 158% OF THE FEDERAL POVERTY LEVEL AND A FAMILY OF THREE SURVIVES ON 39,000 PER YEAR. MORE THAN 70,000 RESIDENTS OF WAKE COUNTY DO NOT HAVE HEALTH INSURANCE OR MEDICAID. ALLIANCE SERVES AS A SAFETY NET PROVIDER FOR THESE INDIVIDUALS. MORE THAN HALF OF ALLIANCE PATIENTS SUFFER FROM AT LEAST ONE CHRONIC DISEASE SUCH AS DIABETES, HYPERTENSION OR OBESITY. 73% OF ALLIANCE PATIENTS REPORT FEWER TRIPS TO THE ER AND 64% REPORT FEWER HOSPITAL ADMISSIONS WHICH HAS A TREMENDOUS IMPACT ON COMMUNITY HEALTH. ALLIANCE PROVIDES HOLISTIC CARE FOR BODY, MIND AND SPIRIT AND PROVIDES PRIMARY MEDICAL CARE AND MENTAL HEALTH CARE COUNSELING TO PATIENTS. ALLIANCE EDUCATES PATIENTS ABOUT NUTRITION AND WELLNESS AND EMPLOYS A REGISTERED DIETITIAN AND A FULL TIME SOCIAL WORKER TO ASSIST PATIENTS IN NAVIGATING THE SOCIAL DETERMINANTS OF HEALTH AND BARRIERS TO MEDICAL ACCESS. IN FY24, ALLIANCE HAD 11,669 HOLISTIC PATIENT ENCOUNTERS.
Expenses $2,565,271 · Revenue $480,135
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
EDWIN BURKETT
MEDICAL DIRE
- Total calculated
- $189,477
- From this org
- $183,958
- From related orgs
- $0
- Other
- $5,519
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $183,208
- Bonus
- $750
- Other
- not reported
- Deferred
- $5,519
- Nontaxable benefits
- not reported
- Filer's total
- $189,477
-
PETE TANNENBAUM
EXECUTIVE DI
- Total calculated
- $146,005
- From this org
- $135,449
- From related orgs
- $0
- Other
- $10,556
- Hours/week
- 40
-
JASON TROIANO
PHYSICIAN
- Total calculated
- $131,528
- From this org
- $131,528
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
JOSH MCCONAGHAY
NURSE PRACTI
- Total calculated
- $106,908
- From this org
- $103,806
- From related orgs
- $0
- Other
- $3,102
- Hours/week
- 40
-
NETRA THAKUR
PHYSICIAN
- Total calculated
- $106,101
- From this org
- $103,011
- From related orgs
- $0
- Other
- $3,090
- Hours/week
- 40
-
REBECCA ANDREWS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
CHRIS BRADY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
JARED FOX BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25
-
DR KAREN BURKE-HAYNES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
BROOKE CUMMINGS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
DR JEFFREY ENGEL
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
KATHLEEN GORMLEY
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5
-
DR BARBARA GRIFFITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
DR WILLIAM HELTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
S TODD HEMPHILL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
JOHN DONOFRIO JR
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
ELIZABETH MCCULLOUGH
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
NEIL MORRIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
GERALD PETKAU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
KIRSTEN RIGGS MHA BSN RN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
JR SHEARIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
HUGH TILSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
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 · Compensation survey or study
- 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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 24 September 2024
- IRS schema version
- 2023v5.0
- Source object
- 202422709349300132
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.