Alliance On Aging Inc
- Assets
- $2.3m
- Revenue
- $1.9m
- Investments
- $0.0
- Employees
- 31
- Location
- Salinas, CA
- Founding
- 10/1971
- Data as of
- 06/2021
- EIN
- 94-1747036
Organization Overview
Alliance On Aging Inc is located in Salinas, CA. The organization was established in 1971. According to its NTEE Classification (P81) the organization is classified as: Senior Centers, under the broad grouping of Human Services and related organizations. As of 06/2021, Alliance On Aging Inc employed 31 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Alliance On Aging Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Alliance On Aging Inc generated $1.9m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 3.5% each year. All expenses for the organization totaled $1.7m during the year ending 06/2021. While expenses have increased by 3.9% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO SUSTAIN AN EVOLVING COMMUNITY NETWORK OF VIABLE PROGRAMS THAT FOSTER HEALTHY LIVING
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE HICAP PROGRAM PROVIDES COUNSELING AND INFORMATION ON TOPICS SUCH AS MEDICARE, HEALTH INSURANCE BENEFITS, AND LONG-TERM CARE INSURANCE, TO COUNTY RESIDENTS. HICAP PROVIDES ESSENTIAL SERVICES TO MEDICARE BENEFICIARIES, INCLUDING THE ELDERLY AND THOSE ON MEDICARE DUE TO A DISABILITY. SERVICES INCLUDE HELP NAVIGATING THE MEDICARE INITIAL ENROLLMENT, CLAIM PROCESS AND WITH ANNUAL OPEN ENROLLMENT DECISIONS. HICAP COUNSELORS ARE TRAINED AND REGISTERED BY THE STATE OF CALIFORNIA DEPARTMENT OF AGING. THEY CONDUCT SEMINARS AND INDIVIDUAL COUNSELING SESSIONS TO HELP BENEFICIARIES (OF ALL AGES) AND/OR THEIR FAMILY MEMBER NAVIGATE THE MEDICARE SYSTEM AND ITS OFTEN, COMPLEX CHANGES. TEN COMMUNITY EDUCATIONAL SEMINARS WERE PRESENTED THROUGHOUT THE COUNTY IN FY20-21 ON THE SUBJECTS OF MEDICARE BASICS & MEDICARE UPDATE 2021. ADDITIONALLY, 1,938 INDIVIDUALS RECEIVED 1522 HOURS OF HEALTH INSURANCE COUNSELING AND EDUCATION RESULTING IN AN ESTIMATED $612,152 IN INSURANCE SAVINGS. HICAP RESPONDED TO 951 QUICK CALLS FROM THE COMMUNITY ABOUT GENERAL MEDICARE QUESTIONS THAT DIDN'T REQUIRE ADDITIONAL ASSISTANCE.
THE AOAS OUTREACH PROGRAM TRAVELS THROUGHOUT MONTEREY COUNTY TO INFORM AND EDUCATE THE GENERAL PUBLIC, IN PARTICULAR SENIORS AND THEIR CARE PARTNERS, ABOUT SERVICES AVAILABLE TO THEM THROUGH THE ALLIANCE ON AGING AS WELL AS OTHER AREA AGENCY ON AGING-FUNDED PROGRAMS, E.G., MEALS ON WHEELS, LEGAL SERVICES FOR SENIORS, ALZHEIMERS ASSOCIATION. OUTREACH ENABLES THE ALLIANCE ON AGING TO PROVIDE INFORMATION, IN ENGLISH AND SPANISH, TO UNDERSERVED SENIORS IN REMOTE AREAS OF THE COUNTY. THE PROGRAM ALSO SCHEDULES BENEFITS CHECKUP APPOINTMENTS FOR LOW INCOME SENIORS WHO MAY QUALIFY FOR CALFRESH FOOD ASSISTANCE, HOME HEATING DISCOUNTS, INEXPENSIVE CELL PHONES, AND OTHER TARGETED BENEFITS. IN FY20-21 LOCAL VENUES REACHED 8,350 PERSONS. THROUGH BENEFITS CHECKUP APPOINTMENTS, THE PROGRAM ASSISTED 1,461 INDIVIDUALS.
THE 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 2,870 SENIORS AND DEPENDENT ADULTS RESIDING IN LONG-TERM CARE IN MONTEREY COUNTY, ACTING AS SPOKESPERSONS FOR THOSE WHO ARE WITHOUT FAMILY OR FRIENDS TO SPEAK ON THEIR BEHALF, OR WHO FEAR RETALIATION IF THEY COMPLAIN. OMBUDSMANS PLACEMENT SERVICES BENEFIT FAMILY MEMBERS AND CAREGIVERS SEARCHING FOR LONG-TERM CARE FACILITY INFORMATION AND GUIDANCE FOR THEIR LOVED ONES. OMBUDSMAN HELPS PLACE THE SENIOR IN A SAFE LIVING ENVIRONMENT WITH THE APPROPRIATE LEVEL OF CARE REQUIRED FOR OPTIMUM HEALTH AS WELL AS A POSITIVE SOCIAL SETTING. IN FY20-21, THE OMBUDSMAN PROGRAM OPENED 162 INVESTIGATION CASES, ASSISTED 44 FAMILIES WITH LONG TERM CARE PLACEMENT GUIDANCE, PROVIDED EDUCATION TO 449 ATTENDEES, AND MADE 183 MONITORING VISITS TO COUNTY FACILITIES. A TOTAL OF 1,928 UNITS OF SERVICE WERE PROVIDED.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Teresa Sullivan Executive Dir. | Officer | 40 | $128,936 |
Milagros Perez Finance Dir. | Officer | 35 | $85,778 |
Tamara Mckee Director Of Pro | Officer | 40 | $81,269 |
Joel Jancsek Treasurer | OfficerTrustee | 2 | $0 |
Karen Boothroyd President | OfficerTrustee | 2 | $0 |
Mary Brusuelas Secretary | OfficerTrustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $17,440 |
| Related organizations | $0 |
| Government grants | $1,069,799 |
| All other contributions, gifts, grants, and similar amounts not included above | $715,731 |
| Noncash contributions included in lines 1a–1f | $110,875 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,802,970 |
| Total Program Service Revenue | $0 |
| Investment income | $23,582 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $33,066 |
| Net Income from Fundraising Events | $1,221 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $83,329 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,945,017 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $314,630 |
| Compensation of current officers, directors, key employees. | $143,936 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $616,448 |
| Pension plan accruals and contributions | $4,883 |
| Other employee benefits | $75,770 |
| Payroll taxes | $66,509 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $34,335 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $11,257 |
| Fees for services: Other | $237,069 |
| Advertising and promotion | $66,685 |
| Office expenses | $48,319 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $142,568 |
| Travel | $10,808 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $21,246 |
| Insurance | $13,849 |
| All other expenses | $21,923 |
| Total functional expenses | $1,749,585 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $12,159 |
| Savings and temporary cash investments | $421,888 |
| Pledges and grants receivable | $374,474 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $19,506 |
| Prepaid expenses and deferred charges | $79,237 |
| Net Land, buildings, and equipment | $61,847 |
| Investments—publicly traded securities | $1,315,507 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $42,665 |
| Total assets | $2,327,283 |
| Accounts payable and accrued expenses | $131,374 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $131,374 |
| Net assets without donor restrictions | $2,095,909 |
| Net assets with donor restrictions | $100,000 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $2,327,283 |
Grants Recieved
Over the last fiscal year, we have identified 4 grants that Alliance On Aging Inc has recieved totaling $13,043.
| Awarding Organization | Amount |
|---|---|
Willis W & Ethel M Clark Foundation Royal Oaks, CA PURPOSE: PROVIDE SENIOR SERVICES AND PROGRAMS TO LOCAL COMMUNITY | $10,000 |
Alexander F Victor Foundation Monterey, CA PURPOSE: FOR SERVICES FOR THE ELDERLY | $2,000 |
Ona E Murphy And Robert E Murphy Charitable Trust Carmel, CA PURPOSE: ELDER SUPPORT | $1,000 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $43 |
Endowment Analysis
| Beg. Balance | $27,859 |
| Earnings | $7,725 |
| Admin Expense | $332 |
| Other Expense | $1,237 |
| Ending Balance | $34,015 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Sourcewise Santa Clara, CA | $7,993,096 | $17,866,035 |
Pima Council On Aging Inc Tucson, AZ | $10,290,205 | $15,552,044 |
Fsl Programs Phoenix, AZ | $5,562,893 | $15,840,626 |
Serving Seniors San Diego, CA | $23,762,987 | $13,598,474 |
Vivalon San Rafael, CA | $15,091,831 | $11,530,268 |
Lanakila Pacific Honolulu, HI | $36,113,622 | $9,198,023 |
Santa Clarita Valley Committee On Aging Inc Santa Clarita, CA | $16,850,668 | $9,699,649 |
Onegeneration Van Nuys, CA | $6,251,493 | $9,815,595 |
Fsl Pathways Phoenix, AZ | $5,868,653 | $8,387,285 |
Grey Bears Santa Cruz, CA | $7,420,160 | $8,377,018 |
On Lok Day Services San Francisco, CA | $8,843,870 | $7,180,931 |
Avenidas Palo Alto, CA | $49,752,413 | $6,728,403 |