Alliance on Aging INC

Tax-deductible

Salinas, CA501(c)(3)Since 1970Human ServicesEIN 94-1747036Revenue $1.7M in FY2024

On file with the IRSallianceonaging.org247 Main St, 93901-2703 · Salinas, CATax-exempt since Oct 1971Publicly supported charity — 170(b)(1)(A)(vi)

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Established in 1970, the Alliance on Aging celebrates 56 years of services and resources that promote the safety, dignity, autonomy, and quality of life for seniors in monterey county. As the primary link to direct services and referrals to other specialized providers, the Alliance makes IT possible for older adults to receive the comprehensive assistance that extends their independence, protects them from abuse, and enhances their lives. The ombudsman program, instituted in 1981, serves individuals residing in long-term care facilities, and merged with the Alliance in 2004. In fy24-25, the Alliance served 25,916 individuals as described in the program descriptions below and on schedule o. Services are delivered through seven major programs and other ancillary services.

501(c)(3) charity; gifts are tax-deductible.
52¢ of each $1 spent went to programs.
Run by 166 volunteers and 30 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $267K a year · 12% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
52%
of spending
Worth a look: 52% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$242K
to officers and key staff · 10% of spending
Top officer’s pay higher than 58% of similar orgs
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.7 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $85K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2.5M
48% of total assets
Looks good: liabilities are 48% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.7M
-17% vs prior year
Spent
$2.4M
To programs
52%
Net assets
$2.7M
By yearFY2020–FY2024
Revenue
$1.7M
FY2024▼ -17%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.9M
FY2021$1.9M
FY2022$2.2M
FY2023$3.3M
FY2024$2.1M
FY2024$1.7M
Expenses
$2.4M
FY2024▲ +0.8%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.8M
FY2021$1.7M
FY2022$2.0M
FY2023$2.2M
FY2024$2.4M
FY2024$2.4M
Net assets
$2.7M
FY2024▼ -17%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.8M
FY2021$2.2M
FY2022$2.2M
FY2023$3.4M
FY2024$3.3M
FY2024$2.7M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 1971.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

52 cents of each dollar spent went to programs.

Program services 52% · $1.2M Management & general 32% · $763K Fundraising 16% · $392K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

15 people listed on the 990; $242K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$125,188Pt VII · Sec A
$67,937Pt VII · Sec A
Finance Manager
$49,125Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

John McPherson’s $125K as Executive Director is at the 58th percentile of top reported officer pay among 3869 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 7 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Teresa Sullivan——$124,129$124,128$128,936$109,916
John McPherson$125,188$57,696————
Tony McFarlane—$95,194$81,085$67,942——
Milagros Perez———$8,323$85,778$76,128
Tamara McKee——$75,242$78,259$81,269$68,314
Anthony McFarlane Thru 1124$67,937—————
Anh Le as of 724$49,125—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Fosters healthy living by sustaining a network of evolving, viable programs.

Questions for Alliance on Aging INC

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Provided by the organization

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3 programs · $929K · in their own filed words · FY2024
01

Health insurance counseling and advocacy program (hicap)the hicap program provides counseling and information on topics such as medicare, health insurance benefits, and long-term care insurance, to county residents.

$359Kprogram expense
02

The ombudsman programthe ombudsman program is dedicated to ensuring the safety and well-being of all residents in long-term care. Ombudsman staff and volunteers advocate on behalf of the 2952 seniors and dependent adults residing in long-term care in monterey county, acting as spokespersons for those who are without family or friends to…

$311Kprogram expense
03

Senior peer counseling programthe senior peer counseling program offers emotional support through no-cost, individual home-based and group peer counseling sessions to seniors who are experiencing grief and depression due to loss, loneliness, isolation, and other stresses of aging and transitions in life.

$259Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 2 funders$85K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$1.7M
Ln 12
Gifts and grantsLn 1h$2.0M
Investment incomeLn 3$62K
Money outPt IX
$2.4M
Ln 25
Programscol B$1.2M
Managementcol C$763K
Fundraisingcol D$392K
Owns and owesPt X
$2.7M
net assets · Ln 32
Cash and savingsLn 1–2$339K
Total assetsLn 16$5.2M
LiabilitiesLn 26$2.5M
PeoplePt VI, VII
15
listed · VII A
PaidVII A3
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.0M
Government grantsLn 1e$1.6M
Noncash giftsLn 1g$10K
Fundraising eventsLn 1c$83K
Investment incomeLn 3$62K
Gains on assetsLn 7−$170
Total revenueLn 12$1.7M
Assets in detailPt X, end of year
CashLn 1$53K
SavingsLn 2$286K
Cash and savings togetherLn 1–2$339K
InvestmentsLn 11–13$2.1M
Land, buildings, equipmentLn 10c$236K
Other assetsLn 15$2.0M
Total assetsLn 16$5.2M
LiabilitiesLn 26$2.5M
Net assetsLn 32$2.7M
OperationsPt I, VI
EmployeesI 530
VolunteersI 6166
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$326K$339K
InvestmentsLn 11–13$2.4M$2.1M
Land, buildings, equipmentLn 10c$276K$236K
Total assetsLn 16$5.6M$5.2M
LiabilitiesLn 26$2.3M$2.5M
Net assetsLn 32$3.3M$2.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$198K$36K$147K$15K
Other salaries and wagesLn 7$874K$684K$117K$73K
Pension plan contributionsLn 8$5K$5K$69
Other employee benefitsLn 9$82K$71K$8K$3K
Payroll taxesLn 10$72K$51K$15K$7K
Legal feesLn 11b$922$922
Accounting feesLn 11c$75K$75K
Other fees for servicesLn 11g$316K$125K$182K$9K
Advertising and promotionLn 12$265K$13K$22K$229K
Office expensesLn 13$70K$35K$22K$13K
Information technologyLn 14$41K$28K$7K$5K
OccupancyLn 16$166K$101K$53K$11K
TravelLn 17$22K$17K$4K$336
Conferences, conventions and meetingsLn 19$20K$9K$11K$179
InterestLn 20$17K$17K
Depreciation, depletion and amortizationLn 22$40K$12K$28K$239
InsuranceLn 23$9K$5K$4K$529
Other expenses (24a–d)Ln 24$112K$47K$41K$24K
All other expensesLn 24e$20K$10K$9K$629
Total functional expensesLn 25$2.4M$1.2M$763K$392K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $2.1M$2.4M−$290K$3.3M 990 PDF
FY2023 $3.3M$2.2M$1.2M$3.4M 990 PDF
FY2022 $2.2M$2.0M$246K$2.2M 990 PDF
FY2021 $1.9M$1.7M$195K$2.2M 990 PDF
FY2020 $1.9M$1.8M$31K$1.8M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $1,744,865 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,969,157$2,002,805
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $33,880$61,678
I-11 Other revenuePrior year $94,076−$319,618
I-12 Total revenuePrior year $2,097,113$1,744,865
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,397,653$1,232,210
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $989,120$1,172,660
I-18 Total expensesPrior year $2,386,773$2,404,870
I-19 Revenue less expensesPrior year −$289,660−$660,005
Part VI · Governance 9 of 9 board members independent, 1 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $1,744,865 across 11 lines filed
Lines not itemized here account for $4,675 of total revenue; see the IRS return.
VIII-1c Fundraising events$83,137
VIII-1e Government grants$1,569,675
VIII-1f All other contributions, gifts and grants$349,993
VIII-1g Noncash contributions (included above)$10,000
VIII-1h Total contributions, gifts and grants$2,002,805
VIII-3 Investment incomeExcluded from tax $61,848$61,848
VIII-6 Net rental income or lossExcluded from tax −$276,838−$276,838
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$170−$170
VIII-8 Net income from fundraising eventsExcluded from tax −$53,178−$53,178
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $5,723$5,723
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax −$257,940$1,744,865
Part IX · Statement of functional expenses $2,404,870 across 19 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $35,707 · Management $147,224 · Fundraising $15,304$198,235
IX-7 Other salaries and wagesPrograms $683,551 · Management $117,085 · Fundraising $73,064$873,700
IX-8 Pension plan contributionsPrograms $5,301 · Management $69$5,370
IX-9 Other employee benefitsPrograms $71,123 · Management $8,196 · Fundraising $3,141$82,460
IX-10 Payroll taxesPrograms $50,864 · Management $14,882 · Fundraising $6,699$72,445
IX-11b Legal feesManagement $922$922
IX-11c Accounting feesManagement $74,779$74,779
IX-11g Other fees for servicesPrograms $125,087 · Management $181,933 · Fundraising $8,919$315,939
IX-12 Advertising and promotionPrograms $13,239 · Management $22,492 · Fundraising $229,324$265,055
IX-13 Office expensesPrograms $35,306 · Management $21,747 · Fundraising $13,400$70,453
IX-14 Information technologyPrograms $27,892 · Management $7,223 · Fundraising $5,483$40,598
IX-16 OccupancyPrograms $101,151 · Management $53,444 · Fundraising $11,164$165,759
IX-17 TravelPrograms $17,343 · Management $3,847 · Fundraising $336$21,526
IX-19 Conferences, conventions and meetingsPrograms $8,978 · Management $10,577 · Fundraising $179$19,734
IX-20 InterestManagement $16,812$16,812
IX-22 Depreciation, depletion and amortizationPrograms $12,313 · Management $27,764 · Fundraising $239$40,316
IX-23 InsurancePrograms $4,679 · Management $3,524 · Fundraising $529$8,732
IX-24 Other expenses (24a–d)Programs $46,799 · Management $41,410 · Fundraising $23,924$112,133
IX-24e All other expensesPrograms $10,390 · Management $8,883 · Fundraising $629$19,902
IX-25 Total functional expensesPrograms $1,249,723 · Management $762,813 · Fundraising $392,334$2,404,870
Part X · Balance sheet $5,237,483 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $86,855$53,120
X-2 Savings and temporary cash investmentsStart of year $239,334$285,613
X-3 Pledges and grants receivableStart of year $584,356$510,431
X-8 Inventories for sale or useStart of year $17,263$28,800
X-9 Prepaid expenses and deferred chargesStart of year $69,253$72,133
X-10c Land, buildings and equipment, netStart of year $275,880$235,564
X-11 Publicly traded securitiesStart of year $2,370,645$2,081,895
X-15 Other assetsStart of year $1,967,877$1,969,927
X-16 Total assetsStart of year $5,611,463$5,237,483
X-17 Accounts payable and accrued expensesStart of year $170,219$378,272
X-24 Unsecured notes and loans payableStart of year $187,792$165,072
X-25 Other liabilitiesStart of year $1,967,896$1,959,808
X-26 Total liabilitiesStart of year $2,325,907$2,503,152
X-27 Net assets without donor restrictionsStart of year $3,175,556$2,624,331
X-28 Net assets with donor restrictionsStart of year $110,000$110,000
X-32 Total net assets or fund balancesStart of year $3,285,556$2,734,331
X-33 Total liabilities and net assetsStart of year $5,611,463$5,237,483
Part XI · Reconciliation of net assets $2,734,331 net assets at year end
XI-1 Total revenue$1,744,865
XI-2 Total expenses$2,404,870
XI-3 Revenue less expenses−$660,005
XI-4 Net assets at start of year$3,285,556
XI-5 Net unrealized gains (losses) on investments$96,919
XI-8 Prior period adjustments$11,861
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,734,331

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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