ALLIANCE FOR RETIRED AMERICANS

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

RICHARD J FIESTA

Phone

2026375399

Tax Period

2025-01-01 to 2025-12-31

ALLIANCE FOR RETIRED AMERICANS, founded in 2001, is a community nonprofit in the Civil Rights & Advocacy sector that reported $8.6M in total revenue in fiscal year 2025. Expenses of $7.9M left a modest 8% surplus.

Mission

THE ALLIANCE'S MISSION IS TO PROMOTE THE SOCIAL WELFARE OF THE PEOPLE OF THE UNITED STATES, THE CREATION AND MAINTENANCE OF A STRONG AND EFFECTIVE ORGANIZATION TO REPRESENT THE NEEDS, VIEWS AND INTERESTS OF OLDER AND RETIRED WORKERS, AND TO GENERATE LIFELONG OPPORTUNITIES FOR ACTIVE CITIZENSHIP, EDUCATION, AND AWARENESS.THE ALLIANCE PURSUES THIS MISSION BY PROVIDING OPPORTUNITIES FOR ADVOCACY, RESEARCH, EDUCATION, AND MOBILIZATION ON THE WIDE RANGE OF ISSUES THAT AFFECT THE LIVES OF OLDER AND RETIRED WORKERS, SUCH AS, BUT NOT LIMITED TO, AFFORDABLE AND COMPREHENSIVE MEDICAL CARE, ADEQUATE RETIREMENT AND INCOME SECURITY, MEANINGFUL EMPLOYMENT, AND AFFORDABLE AND ADEQUATE HOUSING. THE ALLIANCE STRIVES TO ENSURE THAT THESE ISSUES REMAIN PROMINENT IN THE FORMULATION AND IMPLEMENTATION OF NATIONAL POLICY.

Program Service Accomplishments

Program 1

Expenses: $3,401,377

POLICY ADVOCACY (GOVERNMENT AND POLITICAL AFFAIRS): THE ALLIANCE RESEARCHES, ANALYZES, TRACKS, ADVISES AND EDUCATES ITS MEMBERS AND MEMBERS OF CONGRESS ON FEDERAL LEGISLATIVE AND POLICY MATTERS...

POLICY ADVOCACY (GOVERNMENT AND POLITICAL AFFAIRS): THE ALLIANCE RESEARCHES, ANALYZES, TRACKS, ADVISES AND EDUCATES ITS MEMBERS AND MEMBERS OF CONGRESS ON FEDERAL LEGISLATIVE AND POLICY MATTERS AFFECTING OLDER AMERICANS AND RETIREES, INCLUDING SOCIAL SECURITY, MEDICARE, MEDICAID, PENSIONS AND HIGH PRESCRIPTION DRUG PRICES. THE ALLIANCE ALSO ASSISTS THE STATE ALLIANCES WITH RESEARCH AND ANALYZE STATE AND LOCAL LEGISLATIVE AND REGULATORY ISSUES THAT AFFECT OLDER AMERICANS. EACH YEAR THE ALLIANCE ISSUES A CONGRESSIONAL VOTING RECORD WHICH SCORES 10 U.S. HOUSE AND SENATE VOTES ON ISSUES AFFECTING RETIREES AND SENIORS. THE ALLIANCE ALSO CREATES FACT SHEETS AND POSITION PAPERS ON POLICY ISSUES AFFECTING OLDER AMERICANS.

Program 2

Expenses: $797,056

GRASS ROOTS MOBILIZATION (FIELD MOBILIZATION): THE ALLIANCE'S FIELD TEAM FOCUS ON GRASSROOTS EDUCATION AND MOBILIZATION BY DEVELOPING ORGANIZATIONAL LEADERS AND STRUCTURES AND BY CHARTERING NEW STATE ALLIANCES TO BE A PART OF THE NATIONAL ALLIANCE NETWORK. THE FIELD TEAM ALSO SUPPORTS THE EXISTING 40 STATE ALLIANCES, THEIR VOLUNTEER OFFICERS, BOARDS AND MEMBERS BY PROVIDING STAFF, FUNDRAISING SUPPORT, AND GUIDANCE. THEY DEVELOP AND DISSEMINATE PROGRAM AND INFORMATIONAL MATERIAL ON ISSUES OF IMPORTANCE TO RETIREES AND SENIORS. THE FIELD TEAM PROVIDES SUPPORT TO ALLIANCE MEMBERS AS THEY ADVOCATE FOR LEGISLATION AND POLICIES THAT WILL STRENGTHEN RETIREMENT SECURITY, PROMOTE THE WELL-BEING OF OLDER AMERICANS, AND PROTECT THE EARNED BENEFIT PROGRAMS.

Program 3

Expenses: $599,850

PUBLIC OUTREACH (COMMUNICATIONS): THE ALLIANCE'S COMMUNICATIONS TEAM DEVELOPS MATERIALS AND EDUCATIONAL CONTENT FOR ITS MEMBERS, THE MEDICA AND THE PUBLIC AT LARGE TO RAISE AWARENESS AND BUILD...

PUBLIC OUTREACH (COMMUNICATIONS): THE ALLIANCE'S COMMUNICATIONS TEAM DEVELOPS MATERIALS AND EDUCATIONAL CONTENT FOR ITS MEMBERS, THE MEDICA AND THE PUBLIC AT LARGE TO RAISE AWARENESS AND BUILD SUPPORT FOR POLICIES THE PROTECT AND STRENGTHEN RETIREMENT SECURITY. THE ALLIANCE CONDUCTS OUTREACH TO MEMBERS OF THE MEDIA, ALLIED ORGANIZATIONS, AND ITS MEMBERS THROUGH WEEKLY NEWSLETTERS, ITS WEBSITE AND SOCIAL MEDIA PLATFORMS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $7,892,337

Program Service Revenue $0

Investment Income $337,676

Other Revenue $347,121

TOTAL REVENUE $8,577,134

Expense Breakdown

Grants Paid $76,720

Salaries & Benefits $2,434,213

Fundraising Expenses $1,759,273

Program Expenses $4,798,283

Other Expenses $5,246,901

TOTAL EXPENSES $7,919,784

Year-over-Year Comparison

	2025	2024	Change
Revenue	$8,577,134	$8,033,234	+0.1%
Expenses	$7,919,784	$8,201,804	0.0%
Net Income	$657,350	$-168,570	-4.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$196,779

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT ROACH JR	PRESIDENT	20.00	Officer Director	$0	$0	$0
JOSEPH PETERS JR	SECRETARY-TREASURER	1.00	Officer Director	$0	$0	$0
FRED REDMOND	EXECUTIVE VP	1.00	Officer Director	$0	$0	$0
JULIE HORWIN	EXECUTIVE VP	1.00	Officer Director	$0	$0	$0
JASON ANDERSON	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
STEVE BARGER	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
JOSEPH BOFFA	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
CAROLYN BOLLER	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
WENDY BOSZAK	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
ROGER BOUDREAU	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
BRIAN BRYANT	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
JIM CENTNER	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
MATTHEW CLARK	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
ROBERT PORTO	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
MARIA C CORDONE	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
JEAN DOBASHI	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
SHAWN FAIN	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
KIRK GILLENWATERS	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
BOB GILMORE	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
KEN GOODFRIEND	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
NOLAN HARRISON	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
LAQUITA HONEYSUCKER	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
EVERETT KELLEY	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
HENE KELLY	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
STEVE KOFAHL	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
RAY KRAMER	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
SHEILA LIEDER	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
RICHARD LONG	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
MIKE LOUIS	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
DORIS CROUSE-MAYS	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
DAVID MCCALL	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
TOM MURPHY	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
PAUL NOBLE	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
NANCY OLUMEKOR	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
TONY PADILLA	EXECUTIVE BOARD THROUGH MARCH, 2025	0.20	Director	$0	$0	$0
MARC PERRONE	EXECUTIVE BOARD THROUGH MAY, 2025	0.20	Director	$0	$0	$0
CAROL ROSENBLATT	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
LEE SAUNDERS	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
JULIE STEIN	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
RANDI WEINGARTEN	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
JODY WEINREICH	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
ANN WIDGER	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
JOSLYN N WILLIAMS	EXECUTIVE BOARD	0.20	Director	$0	$0	$0
RICHARD J FIESTA	EXECUTIVE DIRECTOR	39.00	Officer	$174,902	$21,877	$196,779
LISA K CUTLER	COMMUNICATIONS DIRECTOR	40.00	Highest	$137,716	$49,952	$187,668
JUAN JOHNSON	INFORMATION TECHNOLOGY DIR	40.00	Highest	$109,460	$49,806	$159,266
SUZANNE PEELER	DIRECTOR OF FINANCE & ADMI	40.00	Highest	$140,591	$3,469	$144,060
DAVID SIMON	LEGISLATIVE REPRESENTATIVE	40.00	Highest	$100,937	$26,837	$127,774

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$8,577,134	$7,919,784	$11,966,614	$657,350
2024	$8,033,234	$8,201,804	$12,071,509	$-168,570
2023	$6,586,817	$6,461,233	$11,843,885	$125,584
2022	$6,701,286	$7,149,857	$10,887,989	$-448,571
2021	$7,560,389	$6,274,127	$11,474,428	$1,286,262
2020	$7,727,123	$7,109,837	$10,395,271	$617,286
2019	$6,643,731	$6,145,393	$9,522,205	$498,338