ALLIANCE FOR AGING RESEARCH (EIN 541379174) - Form 990 Financial Analysis & Trantor Score

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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

1986

Legal Domicile

Principal Officer

SUSAN PESCHIN

Phone

2022932856

Tax Period

2025-01-01 to 2025-12-31

ALLIANCE FOR AGING RESEARCH, founded in 1986, is a community nonprofit that reported $4.6M in total revenue in fiscal year 2025. Revenue decreased 14% compared to the prior year.

Mission

CHANGING THE NARRATIVE TO ACHIEVE HEALTHY AGING AND EQUITABLE ACCESS TO CARE.

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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 $4,464,679

Program Service Revenue $0

Investment Income $332,035

Other Revenue $-194,163

TOTAL REVENUE $4,602,551

Expense Breakdown

Grants Paid $47,977

Salaries & Benefits $2,207,741

Fundraising Expenses $98,778

Program Expenses $3,843,829

Other Expenses $2,440,194

TOTAL EXPENSES $4,695,912

Year-over-Year Comparison

	2025	2024	Change
Revenue	$4,602,551	$5,362,394	-0.1%
Expenses	$4,695,912	$4,602,043	+0.0%
Net Income	$-93,361	$760,351	-1.1%

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

N/A

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

$341,219

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELE MARKUS	CHAIR	3.00	Officer Director	$0	$0	$0
MARK SIMON	VICE CHAIR	3.00	Officer Director	$0	$0	$0
MARY BORDONI	TREASURER	3.00	Officer Director	$0	$0	$0
MARGARET DAVIS-CERONE	BOARD MEMBER	1.00	Director	$0	$0	$0
JANET MCULSKY	BOARD MEMBER	1.00	Director	$0	$0	$0
KELSEY KURTH	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREA MASCIALE	BOARD MEMBER	1.00	Director	$0	$0	$0
CASSANDRA MCCULLOUGH	BOARD MEMBER	1.00	Director	$0	$0	$0
DOROTHY OUCHIDA	BOARD MEMBER	1.00	Director	$0	$0	$0
DAN PERRY	BOARD MEMBER	1.00	Director	$0	$0	$0
JAY REINSTEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES SCOTT	IMMEDIATE PAST CHAIR	1.00	Director	$0	$0	$0
JOHN WHYTE	BOARD MEMBER	1.00	Director	$0	$0	$0
HARMEET DHILLON	BOARD MEMBER	1.00	Director	$0	$0	$0
JANET WOODCOCK	BOARD MEMBER	1.00	Director	$0	$0	$0
CARLA CARTWRIGHT	BOARD MEMBER	1.00	Director	$0	$0	$0
KIM LOVE	BOARD MEMBER	1.00	Director	$0	$0	$0
EDWIN WALKER	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM SCUYLER	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN GALLY	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN PESCHIN	PRESIDENT AND CEO	35.00	Officer	$306,141	$35,078	$341,219
LINDSAY CLARKE	COO & SVP OF HEALTH EDUCATION	35.00	Highest	$205,410	$26,479	$231,889
SCOTT FREY	SVP PUBLIC POLICY & GOV'T RELATION	35.00	Highest	$168,061	$24,179	$192,240
SARAH DELGADO	VP OF DEVELOPMENT	35.00	Highest	$163,409	$20,878	$184,287
RACHEL STEVENSON	VP OF FINANCE & ADMINISTRATION	35.00	Highest	$166,610	$19,569	$186,179
KATIE RILEY	VP OF COMMUNICATIONS	35.00	Highest	$165,299	$16,723	$182,022

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	$4,602,551	$4,695,912	$7,236,022	$-93,361
2024	No data	No data	No data	No data
2023	$3,786,614	$4,173,148	$5,522,674	$-386,534
2022	$4,025,101	$3,527,398	$5,787,172	$497,703
2021	$4,327,176	$3,351,151	$5,340,574	$976,025
2020	$2,990,451	$2,430,821	$4,284,882	$559,630
2019	$2,745,968	$2,561,249	$3,419,554	$184,719
2018	$2,609,744	$2,907,645	$3,012,438	$-297,901

ALLIANCE FOR AGING RESEARCH