Civic Intelligence

Alliance on Aging Inc.

990 • Fiscal year 2017 • EIN 94-1747036

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 29, 2018

247 Main StreetSalinas, CA 93901

(831) 655-1334

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

43rd percentile

0.06x

Higher debt load relative to assets than 43% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

38th percentile

0.05x

Higher debt load relative to revenue than 38% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

63rd percentile

$86,991

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

91st percentile

48%

Faster asset growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

80th percentile

31%

Faster revenue growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,932,786

Up $628,118 (+48%) from 2016

Net Assets

Up

$1,822,507

Up $623,298 (+52%) from 2016

Liabilities

Up

$110,279

Up $4,820 (+4.6%) from 2016

Revenue

Up

$2,072,734

Up $489,340 (+31%) from 2016

Expenses

Up

$1,450,712

Up $57,888 (+4.2%) from 2016

Net Income

Up

$622,022

Up $431,452 (+226%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $586,476Liabilities 2011: $91,923Net Assets 2011: $494,5532011Assets 2012: $510,955Liabilities 2012: $126,427Net Assets 2012: $384,5282012Assets 2013: $772,626Liabilities 2013: $130,042Net Assets 2013: $642,5842013Assets 2014: $1,002,220Liabilities 2014: $112,075Net Assets 2014: $890,1452014Assets 2015: $1,129,066Liabilities 2015: $118,035Net Assets 2015: $1,011,0312015Assets 2016: $1,304,668Liabilities 2016: $105,459Net Assets 2016: $1,199,2092016Assets 2017: $1,932,786Liabilities 2017: $110,279Net Assets 2017: $1,822,5072017Assets 2018: $1,922,595Liabilities 2018: $129,053Net Assets 2018: $1,793,5422018Assets 2019: $1,889,294Liabilities 2019: $133,183Net Assets 2019: $1,756,1112019Assets 2020: $2,012,192Liabilities 2020: $191,463Net Assets 2020: $1,820,7292020Assets 2021: $2,327,283Liabilities 2021: $131,374Net Assets 2021: $2,195,9092021Assets 2022: $2,629,077Liabilities 2022: $394,641Net Assets 2022: $2,234,4362022Assets 2023: $5,906,401Liabilities 2023: $2,469,790Net Assets 2023: $3,436,6112023Assets 2024: $5,611,463Liabilities 2024: $2,325,907Net Assets 2024: $3,285,5562024

Highlighted filing

2017

Assets$1,932,786
Liabilities$110,279
Net Assets$1,822,507

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,676,404Expenses 2011: $1,606,442Net Income 2011: $69,9622011Expenses 2012: $1,481,7762012Expenses 2013: $1,470,3412013Revenue 2014: $1,746,444Expenses 2014: $1,502,606Net Income 2014: $243,8382014Revenue 2015: $1,426,751Expenses 2015: $1,305,063Net Income 2015: $121,6882015Revenue 2016: $1,583,394Expenses 2016: $1,392,824Net Income 2016: $190,5702016Revenue 2017: $2,072,734Expenses 2017: $1,450,712Net Income 2017: $622,0222017Revenue 2018: $1,576,279Expenses 2018: $1,605,335Net Income 2018: -$29,0562018Revenue 2019: $1,638,485Expenses 2019: $1,730,263Net Income 2019: -$91,7782019Revenue 2020: $1,864,694Expenses 2020: $1,833,881Net Income 2020: $30,8132020Revenue 2021: $1,945,017Expenses 2021: $1,749,585Net Income 2021: $195,4322021Revenue 2022: $2,226,057Expenses 2022: $1,980,150Net Income 2022: $245,9072022Revenue 2023: $3,316,286Expenses 2023: $2,163,284Net Income 2023: $1,153,0022023Revenue 2024: $2,097,113Expenses 2024: $2,386,773Net Income 2024: -$289,6602024

Highlighted filing

2017

Revenue$2,072,734
Expenses$1,450,712
Net Income$622,022
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 29, 2018
Return Version
2016v3.0
Gross Receipts
$2,180,301
Mission and Program Overview

Mission

Established in 1970, the alliance on aging celebrates 52 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 fy20-21, the alliance served 18,752 individuals as described in the program descriptions below and on schedule o. Services are delivered through seven major programs and other ancillary services.

A community leader and advocate, alliance on aging provides services and resources for seniors that address the challenges and opportunities of aging.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$841,976$1,406,115▲ $564,139
Pledges and Grants Receivable$64,395$161,756▲ $97,361
Prepaid Expenses and Deferred Charges$40,734$63,519▲ $22,785
Land, Buildings, and Equipment, Net$71,959$55,828▼ $16,131
Accounts Receivable$240,000$46,293▼ $193,707
Inventories for Sale or Use$7,017$15,981▲ $8,964
Cash and Non-Interest-Bearing Accounts$2,905$1,901▼ $1,004
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$1,304,668$1,932,786▲ $628,118
Other Assets Total$35,682$181,393▲ $145,711
Liabilities
Accounts Payable and Accrued Expenses$105,459$110,279▲ $4,820
Total Liabilities$105,459$110,279▲ $4,820
Net Assets / Fund Balance
Unrestricted Net Assets$1,199,209$1,822,507▲ $623,298
Total Net Assets Fund Balance$1,199,209$1,822,507▲ $623,298
Total Liabilities and Net Assets / Fund Balance$1,304,668$1,932,786▲ $628,118

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$38,935$169,468$208,403
Leasehold Improvements$16,893$10,814$27,707
Other Assets Org$8,650--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$27,032-▲ $3,319$1,608$28,743
2015$28,899$35▼ $278$1,624$27,032
2014$30,463-▲ $43$1,607$28,899
2013$27,701-▲ $4,397$1,635$30,463
2012$26,753-▲ $2,554$1,606$27,701
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Teresa SullivanExecutive DirecFT$82,877$4,114$86,991
Becky MannProgram DirectorFT$67,469$7,164$74,633
John AssaadFinance DirectorFT$60,780$11,212$71,992

Board Members and Trustees

NameTitle
Kathy GraingerPast President
Jim CoulterPresident
Christine WingeVice President
Arlene DediniDirector
Galen CallDirector
Helen HempelDirector
Karen BoothroydDirector
Mary BrusuelasDirector
Susan GibbonsDirector
Vearl GishDirector
Tina Del PieroSecretary
Gabriel TorresTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,913,252
Program Service Revenue
$0
Investment Income
$4,820
Other Revenue
$154,662
All Other Contributions
$1,132,874
Change in Net Assets
$622,022

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Clothing and Household Goods$75,773Sales Price
Total Noncash Contributions$75,773-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,072,734
Revenue Not Reported on Form 990
$491,623
Total Revenue per Audited Statements
$2,564,357
Total Revenue per Form 990
$2,072,734
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$946,291
Other Expenses$504,421
Total Fundraising Expense$152,599
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$475,146$23,110$66,292$564,548
Current Officers, Directors, Trustees, and Key Employees$155,334$68,001$22,088$245,423
Fees for Services Other$112,862$14,564$13,858$141,284
Occupancy$94,656$24,987$8,174$127,817
Office Expenses$52,837$19,958$5,700$78,495
Other Employee Benefits$29,868$33,730$7,523$71,121
Payroll Taxes$45,042$6,262$6,265$57,569
Advertising$23,399$1,137$2,793$27,329
Fees for Services Accounting$200$23,200-$23,400
Depreciation Depletion$17,220$2,564$192$19,976
Insurance$11,176$3,573$759$15,508
Travel$12,224$710$693$13,627
Pension Plan Contributions$6,466$1,049$115$7,630
Other Expenses$1,534$1,200$3,872$6,606
Interest-$165-$165
Total Functional Expenses$1,070,686$227,427$152,599$1,450,712

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,941,059
Expenses per Audited Statements$1,450,712
Total Expenses per Form 990$1,450,712
Expenses Not Reported on Form 990$490,347
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$40,760
Fundraising Gross Income$38,588
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Trashion Show$38,588$38,588$12,109$26,479
Total Events$38,588$38,588$40,760$-2,172
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The Alliance on Aging, Inc. engages a CPA firm to assist with preparation and filing of the form 990, based on Audit engagement performed by the same CPA firm. Once the CPA has completed a draft of the form 990, a copy will be sent to the Board of Directors for review before the tax return is filed.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Each board member and management personnel are required to complete conflict of interest disclosure statement annually. If any conflicts arise the board shall resolve them immediately.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The Personnel Committee of the Board reviews salaries of the executive director and top management at the point of hire. The Personnel Committee developed a compensation plan to review relevant wage and benefits.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

The Personnel Committee of the Board reviews salaries of key employees at the point of hire. The Personnel Committee developed a compensation plan to review relevant wage and benefits.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Governing docs, policies and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Alliance on Aging Inc
EIN
94-1747036
Phone
8316551334
Address
247 MAIN STREET, SALINAS, CA 93901

Signing Officer

Name
Jim Coulter
Title
President
Signed
2018-03-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Teresa Sullivan
Formed
1970
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
27
Volunteers
305

Preparer

Firm
HAYASHI WAYLAND Accounting & Consulting
Address
1188 Padre Drive Suite 101, Salinas, CA 93901
Preparer
Mike Nolan CPA
Phone
8317596300
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: The 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 FY16-17, Senior Peer Counseling served 214 individuals and provided 3,605 units of service. A new program targeted to Spanish-speaking seniors, Fortaleciendo el Bienestar, provided health & wellness lectures to 154 persons. OTHER PROGRAM SERVICES 5: Senior Luncheon Program offers a monthly hot meal and socialization to 117 seniors each year, serving a total of 775 hot lunches. A frequent feature of the meal is a farmers market offered by Salinas Valley growers. OTHER PROGRAM SERVICES 6: Tax Counseling for the Elderly program has a tangible impact on moving seniors from crisis to stability by assisting with the filing of income tax returns and economic stimulus payments and helping seniors to obtain refunds. Every extra dollar these seniors receive impacts their ability to survive, especially now that many other public assistance programs, such as those detailed previously, have disappeared. In FY16-17, the program served 2,209 individuals and helped secure $1,586,748 in refunds. OTHER PROGRAM SERVICES 7: Outreach and Benefits Checkup ProgramThe AOAs Outreach program travels throughout Monterey County to inform and educate the general public, in particular seniors and their care partners, about services available to them through the Alliance on Aging as well as other Area Agency on Aging-funded programs, e.g., Meals on Wheels, Legal Services for Seniors, Alzheimers Association. Outreach enables the Alliance on Aging to provide information, in English and Spanish, to underserved seniors in remote areas of the county. The program also schedules Benefits Checkup appointments for low income seniors who may qualify for CalFresh food assistance, home heating discounts, inexpensive cell phones, and other targeted benefits. FY16-17 local venues reached 14,744 persons. Through Benefits Checkup appointments, the program assisted 801 individuals with a total of 1,434 units of service.

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

The above funds are held at the Community Foundation for Monterey County as board-designated funds for general use and for the Ombudsman program.

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

Cost of goods sold $66809 special event expenses $40760

Part XII, Line 2D: Other expenses and losses per audited F/S

Cost of goods sold $66809 special event expenses $40760

Raw XML AppendixShowing 400 of 613 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0105459
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0110279
IRS990/AccountsReceivableGrp/BOYAmt0240000
IRS990/AccountsReceivableGrp/EOYAmt046293
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0A COMMUNITY LEADER AND ADVOCATE, ALLIANCE ON AGING PROVIDES SERVICES AND RESOURCES FOR SENIORS THAT ADDRESS THE CHALLENGES AND OPPORTUNITIES OF AGING.
IRS990/AdvertisingGrp/FundraisingAmt02793
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01137
IRS990/AdvertisingGrp/ProgramServicesAmt023399
IRS990/AdvertisingGrp/TotalAmt027329
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt01132874
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0JOHN ASSAAD
IRS990/BooksInCareOfDetail/PhoneNum08316554246
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0247 MAIN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0SALINAS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093901
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt02905
IRS990/CashNonInterestBearingGrp/EOYAmt01901
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt022088
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt068001
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0155334
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0245423
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt066807
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01913252
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04820
IRS990/CYOtherExpensesAmt0504421
IRS990/CYOtherRevenueAmt0154662
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0622022
IRS990/CYSalariesCompEmpBnftPaidAmt0946291
IRS990/CYTotalExpensesAmt01450712
IRS990/CYTotalFundraisingExpenseAmt0152599
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02072734
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt0192
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02564
IRS990/DepreciationDepletionGrp/ProgramServicesAmt017220
IRS990/DepreciationDepletionGrp/TotalAmt019976
IRS990/Desc0Health 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 disabled individuals. Services include help navigating the Medicare claim system, with annual enrollment in Part D, and initial enrollment. HICAP counselors are trained and certified by the State of California Department of Aging to conduct seminars and individual counseling sessions to help seniors navigate the Medicare system and its often, complex changes. Numerous community education seminars were presented throughout the County in FY16-17 on the subjects of Medicare/Part D and Medicare: the Basics, attracting an audience of 649 persons. Additionally, 2,198 individuals received 1,901 hours of health insurance counseling resulting in an estimated $829,402 in insurance savings.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt027
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0280446
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt023200
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0200
IRS990/FeesForServicesAccountingGrp/TotalAmt023400
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt013858
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt014564
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0112862
IRS990/FeesForServicesOtherGrp/TotalAmt0141284
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1436.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt124114
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt137164
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1411212
IRS990/Form990PartVIISectionAGrp/PersonNm0JIM COULTER
IRS990/Form990PartVIISectionAGrp/PersonNm1CHRISTINE WINGE
IRS990/Form990PartVIISectionAGrp/PersonNm2GABRIEL TORRES
IRS990/Form990PartVIISectionAGrp/PersonNm3HELEN HEMPEL
IRS990/Form990PartVIISectionAGrp/PersonNm4TINA DEL PIERO
IRS990/Form990PartVIISectionAGrp/PersonNm5KAREN BOOTHROYD
IRS990/Form990PartVIISectionAGrp/PersonNm6MARY BRUSUELAS
IRS990/Form990PartVIISectionAGrp/PersonNm7GALEN CALL
IRS990/Form990PartVIISectionAGrp/PersonNm8ARLENE DEDINI
IRS990/Form990PartVIISectionAGrp/PersonNm9SUSAN GIBBONS
IRS990/Form990PartVIISectionAGrp/PersonNm10VEARL GISH
IRS990/Form990PartVIISectionAGrp/PersonNm11KATHY GRAINGER
IRS990/Form990PartVIISectionAGrp/PersonNm12TERESA SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm13BECKY MANN
IRS990/Form990PartVIISectionAGrp/PersonNm14JOHN ASSAAD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1282877
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1367469
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1460780
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt12Executive Direc
IRS990/Form990PartVIISectionAGrp/TitleTxt13PROGRAM DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt14FINANCE DIR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt040760
IRS990/FundraisingGrossIncomeAmt038588
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt0780378
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02180301
IRS990/GrossRentsGrp/RealAmt013380
IRS990/GrossSalesOfInventoryAmt0210261
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt0759
IRS990/InsuranceGrp/ManagementAndGeneralAmt03573
IRS990/InsuranceGrp/ProgramServicesAmt011176
IRS990/InsuranceGrp/TotalAmt015508
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt0165
IRS990/InterestGrp/TotalAmt0165
IRS990/InventoriesForSaleOrUseGrp/BOYAmt07017
IRS990/InventoriesForSaleOrUseGrp/EOYAmt015981
IRS990/InvestmentIncomeGrp/ExclusionAmt04820
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04820
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0180282
IRS990/LandBldgEquipBasisNetGrp/BOYAmt071959
IRS990/LandBldgEquipBasisNetGrp/EOYAmt055828
IRS990/LandBldgEquipCostOrOtherBssAmt0236110
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Established in 1970, the Alliance on Aging celebrates 47 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 FY16-17, the Alliance served 12,289 individuals more than 27,722 units of service as described in the program descriptions below and on Schedule O. Services are delivered through six major programs and other ancillary services.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01199209
IRS990/NetAssetsOrFundBalancesEOYAmt01822507
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-2172
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-2172
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt0143454
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0143454
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt013380
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt013380
IRS990/NetUnrlzdGainsLossesInvstAmt01276
IRS990/NoncashContributionsAmt075773
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt08174
IRS990/OccupancyGrp/ManagementAndGeneralAmt024987
IRS990/OccupancyGrp/ProgramServicesAmt094656
IRS990/OccupancyGrp/TotalAmt0127817
IRS990/OfficeExpensesGrp/FundraisingAmt05700
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt019958
IRS990/OfficeExpensesGrp/ProgramServicesAmt052837
IRS990/OfficeExpensesGrp/TotalAmt078495
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt035682
IRS990/OtherAssetsTotalGrp/EOYAmt0181393
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt07523
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt033730
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt029868
IRS990/OtherEmployeeBenefitsGrp/TotalAmt071121
IRS990/OtherExpensesGrp/Desc0Printing and Publications
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2VOLUNTEER COSTS
IRS990/OtherExpensesGrp/Desc3Postage and Shipping
IRS990/OtherExpensesGrp/FundraisingAmt011981
IRS990/OtherExpensesGrp/FundraisingAmt12294
IRS990/OtherExpensesGrp/FundraisingAmt23872
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0732
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12485
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21200
IRS990/OtherExpensesGrp/ProgramServicesAmt07664
IRS990/OtherExpensesGrp/ProgramServicesAmt112187
IRS990/OtherExpensesGrp/ProgramServicesAmt212871
IRS990/OtherExpensesGrp/ProgramServicesAmt31534
IRS990/OtherExpensesGrp/TotalAmt020377
IRS990/OtherExpensesGrp/TotalAmt116966
IRS990/OtherExpensesGrp/TotalAmt212871
IRS990/OtherExpensesGrp/TotalAmt36606
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt066292
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt023110
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0475146
IRS990/OtherSalariesAndWagesGrp/TotalAmt0564548
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt06265
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06262
IRS990/PayrollTaxesGrp/ProgramServicesAmt045042
IRS990/PayrollTaxesGrp/TotalAmt057569
IRS990/PensionPlanContributionsGrp/FundraisingAmt0115
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01049
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt06466
IRS990/PensionPlanContributionsGrp/TotalAmt07630
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt064395
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0161756
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt040734
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt063519
IRS990/PrincipalOfficerNm0TERESA SULLIVAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0The 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 FY16-17, Senior Peer Counseling served 214 individuals and provided 3,605 units of service. A new program targeted to Spanish-speaking seniors, Fortaleciendo el Bienestar, provided health & wellness lectures to 154 persons.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0265822
IRS990/ProgSrvcAccomActy3Grp/Desc0Spirals Consignment Store offers local residents and tourists an upscale consignment and benefit store selling new and lightly used merchandise including clothing for men and women, accessories, furniture, art, books and household goods.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0201098
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01448779
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt04978
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0450660
IRS990/PYOtherRevenueAmt0129637
IRS990/PYRevenuesLessExpensesAmt0190570
IRS990/PYSalariesCompEmpBnftPaidAmt0942164
IRS990/PYTotalExpensesAmt01392824
IRS990/PYTotalRevenueAmt01583394
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0622022
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt013380
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0841976
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01406115
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01904286

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.61$2.33$3.29$2.10$2.39$0.29
2023Detailed filing. Detailed filing data is available for this year.$5.91$2.47$3.44$3.32$2.16$1.15
2022Detailed filing. Detailed filing data is available for this year.$2.63$0.39$2.23$2.23$1.98$0.25
2021Detailed filing. Detailed filing data is available for this year.$2.33$0.13$2.20$1.95$1.75$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.01$0.19$1.82$1.86$1.83$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.89$0.13$1.76$1.64$1.73$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.92$0.13$1.79$1.58$1.61$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.93$0.11$1.82$2.07$1.45$0.62
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.11$1.20$1.58$1.39$0.19
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.12$1.01$1.43$1.31$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.00$0.11$0.89$1.75$1.50$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.13$0.64$1.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.13$0.38$1.48
2011Summary only. Only limited summary data is available for this year.$0.59$0.09$0.49$1.68$1.61$0.07