SALINAS, CA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)ALLIANCE ON AGING INC, founded in 1970, is a community nonprofit in the Human Services sector that reported $1.7M in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $2.4M exceeded revenue, resulting in a 38% operating deficit.
ESTABLISHED IN 1970, THE ALLIANCE ON AGING CELEBRATES 56 YEARS OF SERVICES AND RESOURCES THAT PROMOTE THE SAFETY, DIGNITY, AUTONOMY, AND QUALITY OF LIFE FOR SENIORS IN MONTEREY COUNTY. AS THE PRIMARY LINK TO DIRECT SERVICES AND REFERRALS TO OTHER SPECIALIZED PROVIDERS, THE ALLIANCE MAKES IT POSSIBLE FOR OLDER ADULTS TO RECEIVE THE COMPREHENSIVE ASSISTANCE THAT EXTENDS THEIR INDEPENDENCE, PROTECTS THEM FROM ABUSE, AND ENHANCES THEIR LIVES. THE OMBUDSMAN PROGRAM, INSTITUTED IN 1981, SERVES INDIVIDUALS RESIDING IN LONG-TERM CARE FACILITIES, AND MERGED WITH THE ALLIANCE IN 2004. IN FY24-25, THE ALLIANCE SERVED 25,916 INDIVIDUALS AS DESCRIBED IN THE PROGRAM DESCRIPTIONS BELOW AND ON SCHEDULE O. SERVICES ARE DELIVERED THROUGH SEVEN MAJOR PROGRAMS AND OTHER ANCILLARY SERVICES.
HEALTH INSURANCE COUNSELING AND ADVOCACY PROGRAM (HICAP)THE HICAP PROGRAM PROVIDES COUNSELING AND INFORMATION ON TOPICS SUCH AS MEDICARE, HEALTH INSURANCE BENEFITS, AND LONG-TERM CARE INSURANCE, TO...
HEALTH INSURANCE COUNSELING AND ADVOCACY PROGRAM (HICAP)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 FY24-25, ON THE SUBJECTS OF MEDICARE BASICS & MEDICARE UPDATE 2025. ADDITIONALLY, 1821 INDIVIDUALS RECEIVED INDIVIDUAL HEALTH INSURANCE COUNSELING AND EDUCATION RESULTING IN AN ESTIMATED $743,270 IN INSURANCE SAVINGS. HICAP RESPONDED TO 1298 QUICK CALLS FROM THE COMMUNITY ABOUT GENERAL MEDICARE QUESTIONS THAT DIDN'T REQUIRE ADDITIONAL ASSISTANCE AND 352 PEOPLE ATTENDED A MEDICARE SEMINAR.
THE OMBUDSMAN PROGRAMTHE 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 2952 SENIORS...
THE OMBUDSMAN PROGRAMTHE 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 2952 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. OMBUDSMAN'S PLACEMENT SERVICES BENEFIT FAMILY MEMBERS AND CAREGIVERS SEARCHING FOR LONG-TERM CARE FACILITY INFORMATION AND GUIDANCE FOR THEIR LOVED ONES. OMBUDSMAN HELP 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 FY24-25, THE OMBUDSMAN PROGRAM OPENED 123 INVESTIGATION CASES, ASSISTED 90 FAMILIES WITH LONG TERM CARE PLACEMENT GUIDANCE, PROVIDED INFORMATION/ASSISTANCE TO 1596 INDIVIDUALS INCLUDING CARE FACILITY STAFF, AND MADE 233 MONITORING VISITS TO COUNTY FACILITIES. A TOTAL OF 2042 UNITS OF SERVICE WERE PROVIDED.
SENIOR PEER COUNSELING PROGRAMTHE SENIOR PEER COUNSELING PROGRAM OFFERS EMOTIONAL SUPPORT THROUGH NO-COST, INDIVIDUAL HOME-BASED AND GROUP PEER COUNSELING SESSIONS TO SENIORS WHO ARE EXPERIENCING...
SENIOR PEER COUNSELING PROGRAMTHE SENIOR PEER COUNSELING PROGRAM OFFERS EMOTIONAL SUPPORT THROUGH NO-COST, INDIVIDUAL HOME-BASED AND GROUP PEER COUNSELING SESSIONS TO SENIORS WHO ARE EXPERIENCING GRIEF AND DEPRESSION DUE TO LOSS, LONELINESS, ISOLATION, AND OTHER STRESSES OF AGING AND TRANSITIONS IN LIFE. IN FY24-25, SENIOR PEER COUNSELING SERVED 203 INDIVIDUALS BY PROVIDING A GRAND TOTAL OF 1645 HOURS OF SERVICE. FIFTEEN WELLNESS EVENTS WERE CONDUCTED REACHING 211 ATTENDEES.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $1,744,865 | $2,097,113 | -0.2% |
| Expenses | $2,404,870 | $2,386,773 | +0.0% |
| Net Income | $-660,005 | $-289,660 | +1.3% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| MARY BRUSEUELAS | PRESIDENT | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| STEVE ISH | VICE PRESIDENT | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| JOEL JANCSEK | TREASURER | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| JANA HATTEN | SECRETARY | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| SUSAN GIBBONS THRU 1224 | DIRECTOR | 2.00 |
Director
|
$0 | $0 | $0 |
| CARM GIL THRU 1224 | DIRECTOR | 2.00 |
Director
|
$0 | $0 | $0 |
| BRANDON HILL THRU 1224 | DIRECTOR | 2.00 |
Director
|
$0 | $0 | $0 |
| MAURY TRELEVEN | DIRECTOR | 2.00 |
Director
|
$0 | $0 | $0 |
| DANIELLE VIERA | DIRECTOR | 2.00 |
Director
|
$0 | $0 | $0 |
| JENNIFER SJOBLOM | DIRECTOR | 2.00 |
Director
|
$0 | $0 | $0 |
| EILEEN CHAUVET | DIRECTOR | 2.00 |
Director
|
$0 | $0 | $0 |
| SHANNON GRAHAM AS OF 1024 | DIRECTOR | 2.00 |
Director
|
$0 | $0 | $0 |
| JOHN MCPHERSON | EXECUTIVE DIRECTOR | 40.00 |
Officer
|
$125,188 | $0 | $125,188 |
| ANTHONY MCFARLANE THRU 1124 | FINANCE DIRECTOR | 40.00 |
Officer
|
$67,937 | $0 | $67,937 |
| ANH LE AS OF 724 | FINANCE MANAGER | 40.00 |
Officer
|
$49,125 | $0 | $49,125 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $1,744,865 | $2,404,870 | $5,237,483 | $-660,005 |
| 2024 | $2,097,113 | $2,386,773 | $5,611,463 | $-289,660 |
| 2023 | $3,316,286 | $2,163,284 | $5,906,401 | $1,153,002 |
| 2022 | $2,226,057 | $1,980,150 | $2,629,077 | $245,907 |
| 2021 | $1,945,017 | $1,749,585 | $2,327,283 | $195,432 |
| 2020 | $1,864,694 | $1,833,881 | $2,012,192 | $30,813 |
| 2019 | $1,638,485 | $1,730,263 | $1,889,294 | $-91,778 |
| 2018 | $1,576,279 | $1,605,335 | $1,922,595 | $-29,056 |
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