Adult Advocate Alliance Inc

Nonprofit profile at a glance

EIN
861709051
IRS 990 coverage
2021–2025
Forms available
Form 990 2025
Location
Winter Haven, FL, USA
Phone
8632879991
Rating
75
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$90,043
Expenses
$51,122
Assets
$175,515
Liabilities
$69

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • PEGGY L DEVIVO (PRESIDENT/TREASURER)
  • SHANNAH BUTCHER (V PRESIDENT/SECRETARY)

Highest reported compensation

  • PEGGY L DEVIVO (PRESIDENT/TREASURER): $8,320 total reported compensation
  • SHANNAH BUTCHER (V PRESIDENT/SECRETARY): $3,120 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Adult Advocate Alliance is a chartiable organization that provides advocacy, education, support, community outreach and guardianship services through its advocates for vulnerable adults who are of limited resources within our community.

What it reported doing in 2025

Adult Advocate Alliance providing guardian services, education and support to vulnerable adults who have limited resources. Clients are referred to the program by public agencies, care facilities and other individuals. 6 clients were served by this program in 2025. Life care and legal services are performed for clients in their location in the Tenth Judicial Circuit (Polk, Highlands & Hardee Counties).

Operating model

Revenue model
Affiliate-supported. 100% of the money available for current operations came from contributions from related organizations.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 65
  • Transparency & Controls: 92
  • Accountability: 66
  • Sustainability: 57
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 56.8%; rating input score 57
  • Program expense ratio: 100%; rating input score 100
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 85.7%; rating input score 86; 27th percentile among comparable filings
  • Governance controls: 3 of 8 controls in place; rating input score 38
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 43.2%; rating input score 84; 84th percentile among comparable filings
  • Total-asset coverage ratio: 3.43; rating input score 46; 46th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 30; 30th percentile among comparable filings
  • Officer compensation ratio: Limited

Growth

  • Program expense growth: 10.8% per year; rating input score 100; 74th percentile among comparable filings
  • Revenue growth: 51% per year; rating input score 100; 98th percentile among comparable filings
  • Asset growth: 13.7% per year; rating input score 100; 83rd percentile among comparable filings

Details

  • Where the money goes: 56.8% of revenue deployed · 100% of spending went to programs
  • Governance: 6 of 7 board members independent · 3 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $51K in reported program spending
  • Leadership: top reported pay $8K · 7 people listed
  • Consistency: 20 of 20 current checks pass
  • Schedules: 3 filed schedules · includes major donors
  • Filing history: 5 filing years from 2021 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 57/100.
  • Moderate — Accountability: Governance controls: 4 of 7 not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 46/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 30/100.