ALLIANCE FOR AGING INC

EIN: 650101947 501(c)(3) Human Services

MIAMI, FL

Total Revenue
$61,481,202
Total Expenses
$59,213,459
Total Assets
$21,452,630
Net Assets
$7,856,717
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1988
Legal Domicile
FL
Principal Officer
STANLEY MCNEESE
Phone
3056706500
Tax Period
2023-01-01 to 2023-12-31

ALLIANCE FOR AGING INC, founded in 1988, is a mid-sized nonprofit in the Human Services sector that reported $61.5M in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $59.2M left a modest 4% surplus.

Mission

ALLIANCE FOR AGING ("THE ALLIANCE") IS THE AREA AGENCY ON AGING FOR MIAMI-DADE AND MONROE COUNTIES. THE PURPOSE OF THE ALLIANCE IS TO FUNCTION AS A REGIONAL PLANNING, COORDINATING, ADVOCATING, AND GRANT MANAGING AGENCY.

Program Service Accomplishments

Program 1
Expenses: $18,395,450

OLDER AMERICANS ACT TITLE III - THE FEDERAL OLDER AMERICANS ACT PROVIDES ASSISTANCE IN THE DEVELOPMENT OF NEW OR IMPROVED PROGRAMS TO HELP OLDER PERSONS BY AWARDING GRANTS TO THE STATES FOR COMMUNITY...

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OLDER AMERICANS ACT TITLE III - THE FEDERAL OLDER AMERICANS ACT PROVIDES ASSISTANCE IN THE DEVELOPMENT OF NEW OR IMPROVED PROGRAMS TO HELP OLDER PERSONS BY AWARDING GRANTS TO THE STATES FOR COMMUNITY PLANNING AND SERVICES. THERE ARE FOUR MAIN SERVICES AND ACTIVITIES THE ALLIANCE PROVIDES THROUGH THE OLDER AMERCIANS ACT: CONGREGATE MEALS, HOME-DELIVERED MEALS, TRANSPORTATION, AND SUPPORTIVE SERVICES. THE PROGRAM PROVIDES CONGREGATE MEALS AND NUTRITION EDUCATION IN STRATEGICALLY LOCATED CENTERS SUCH AS COMMUNITY CENTERS, SENIOR CENTERS, AND OTHER PUBLIC OR PRIVATE FACILITIES WHERE PERSONS MAY RECEIVE OTHER SOCIAL AND REHABILITATIVE SERVICES AND PROVIDES TRANSPORTATION FOR PERSONS TO ACCESS THESE LOCATIONS. THE PROGRAM ALSO PROVIDES HOME-DELIVERED MEALS AND NUTRITION EDUCATION TO HOMEBOUND INDIVIDUALS. LASTLY, THE PROGRAM PROVIDES SUPPORTIVE SERVICES TO BOOST THE WELL-BEING OF ELDERS AND TO HELP THEM LIVE INDEPENDENTLY IN THEIR HOME ENVIRONMENT AND THE COMMUNITY.

Program 2
Expenses: $8,968,478

COMMUNITY CARE FOR THE ELDERLY - THE COMMUNITY CARE FOR THE ELDERLY PROGRAM PROVIDES COMMUNITY-BASED SERVICES ORGANIZED IN A CONTINUUM OF CARE TO HELP FUNCTIONALLY IMPAIRED OLDER PEOPLE LIVE IN THE...

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COMMUNITY CARE FOR THE ELDERLY - THE COMMUNITY CARE FOR THE ELDERLY PROGRAM PROVIDES COMMUNITY-BASED SERVICES ORGANIZED IN A CONTINUUM OF CARE TO HELP FUNCTIONALLY IMPAIRED OLDER PEOPLE LIVE IN THE LEAST RESTRICTIVE, YET MOST COST-EFFECTIVE ENVIRONMENT SUITABLE TO THEIR NEEDS.

Program 3
Expenses: $8,300,997

THE LOCAL SERVICES PROGRAM (LSP) PROVIDES FUNDING TO EXPAND FACILITY BASED CARE ALTERNATIVES ENABLING ELDERS TO MAINTAIN AN ACCEPTABLE QUALITY OF LIFE IN THEIR OWN HOMES AND AVOID OR DELAY NURSING...

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THE LOCAL SERVICES PROGRAM (LSP) PROVIDES FUNDING TO EXPAND FACILITY BASED CARE ALTERNATIVES ENABLING ELDERS TO MAINTAIN AN ACCEPTABLE QUALITY OF LIFE IN THEIR OWN HOMES AND AVOID OR DELAY NURSING HOME PLACEMENT. THE LSP PROVIDES COMMUNITY-BASED SERVICES TO PRESERVE ELDER INDEPENDENCE, SUPPORT CAREGIVERS, AND TARGET AT-RISK PERSONS. THROUGH THE PROVISION OF MEALS, TRANSPORTATION SERVICES, CAREGIVER SUPPORT, IN-HOME SERVICES AND EXPANDED RESPITE AND DAY CARE SERVICES, LSP ASSISTS ELDERS TO LIVE IN THE LEAST RESTRICTIVE ENVIRONMENT THAT MEETS THEIR NEEDS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $61,521,147
Program Service Revenue $0
Investment Income $10,486
Other Revenue $-50,431
TOTAL REVENUE $61,481,202

Expense Breakdown

Grants Paid $50,520,784
Salaries & Benefits $7,197,112
Fundraising Expenses $152,543
Program Expenses $57,325,523
Other Expenses $1,495,563
TOTAL EXPENSES $59,213,459

Year-over-Year Comparison

2023 2022 Change
Revenue $61,481,202 $49,391,223 +0.2%
Expenses $59,213,459 $47,610,210 +0.2%
Net Income $2,267,743 $1,781,013 +0.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
17
Independent Members
17
Employees
257
Volunteers
70

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
10
$402,977
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SHERYL MANNING CHAIR TO IMMEDIATE PAST CHAIR AS OF 01/23 2.00
Officer Director
$0 $0 $0
LISA CHIN VICE CHAIR TO CHAIR AS OF 01/23 2.00
Officer Director
$0 $0 $0
PETER LOPEZ VICE-CHAIR 2.00
Officer Director
$0 $0 $0
ANDREW BELLINSON TREASURER AS OF 04/23 2.00
Officer Director
$0 $0 $0
OSCAR LLORENT SECRETARY 2.00
Officer Director
$0 $0 $0
RAMONA L FRISCHMAN ADVISORY COUNCIL CHAIR 2.00
Director
$0 $0 $0
JEFFREY CODALLO SECRETARY TO DIRECTOR AS OF 01/23 2.00
Officer Director
$0 $0 $0
MARKE DICKINSON DIRECTOR 2.00
Director
$0 $0 $0
MARRIES N GOMEZ DIRECTOR 2.00
Director
$0 $0 $0
TRUDY GAILLARD DIRECTOR 2.00
Director
$0 $0 $0
ELENA Z GEORGE DIRECTOR 2.00
Director
$0 $0 $0
HEATHER HARRIS DIRECTOR 2.00
Director
$0 $0 $0
REP JUAN CARLOS PORRAS DIRECTOR AS OF 06/23 2.00
Director
$0 $0 $0
CANDY M SICLE DIRECTOR AS OF 03/23 2.00
Director
$0 $0 $0
JAYATI SINHA DIRECTOR 2.00
Director
$0 $0 $0
JOY SIEGEL DIRECTOR 2.00
Director
$0 $0 $0
LESLIE QUINTANILLA-LOPEZ DIRECTOR 2.00
Director
$0 $0 $0
ALBERT PALOMBO TREASURER UNTIL 04/23 2.00
Officer Director
$0 $0 $0
MAX B ROTHMAN JD LLM PRESIDENT/CEO 40.00
Officer
$164,118 $933 $165,051
STANLEY MCNEESE VP OF FINANCE/CFO 40.00
Officer
$110,478 $10,276 $120,754
KARLENE PEYTON VP OF OPERATIONS & DEVELOPMENT 40.00
Officer
$100,798 $16,374 $117,172
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
2024 No data No data No data No data
2023 $61,481,202 $59,213,459 $21,452,630 $2,267,743
2022 $49,391,223 $47,610,210 $15,945,519 $1,781,013
2021 $51,987,435 $51,511,788 $8,467,801 $475,647
2020 $55,676,967 $55,442,616 $13,280,308 $234,351
2019 $41,753,924 $41,354,303 $8,976,245 $399,621
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