ALLIANCE FOR AGING INC (EIN 650101947) - 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

1988

Legal Domicile

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, INC. PLANS, COORDINATES, INFORMS AND ADVOCATES FOR SERVICES FOR ELDERS.

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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 (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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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

257

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

$402,977

Total Directors

Key Employees

Highest Compensated

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

ALLIANCE FOR AGING INC