Adult Lutherans Organized for Actio Dba ALOA

Nonprofit profile at a glance

EIN
363792551
IRS 990-EZ coverage
2012–2024
Forms available
Form 990 2013, Form 990-EZ 2024
Location
Clearwater, FL, USA
Phone
7274422562
Rating
51
Verdict
MIXED
Rating confidence
Moderate
Sector
Education N.E.C.
Affiliation
Christianity

Reported finances

Revenue
$51,374
Expenses
$57,488
Assets
$68,607
Liabilities
$13,217

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • Carolyn Ross (President)

People named in this filing

  • Carolyn Ross (President)
  • Josselyn Bennett (Treasurer)
  • Joe Young (Executive Dir.)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

As a nationwide resource to the church, the organization is focused on strengthening ministry for older adults by helping congregations provide more dynamic ministry, and by encouraging older adults to use their gifts in service to family church, community and world.

What it reported doing in 2024

ALOA is the fiscal sponsor of the Lutheran Intentional Village-Upper Pinellas (LIV-UP), which offers educational and social opportunities as well as support services of transportation and household tasks to older adult members and engages volunteer seniors to provide the services.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
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

MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 17
  • Transparency & Controls: 100
  • Sustainability: 37
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 18.4%; rating input score 18
  • Program expense ratio: 16.5%; rating input score 16

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: -11.9%; rating input score 29; 29th percentile among comparable filings
  • Total-asset coverage ratio: 1.19; rating input score 51; 51st percentile among comparable filings
  • Liabilities to assets ratio: 0.19; rating input score 14; 14th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -13% per year; rating input score 0; 24th percentile among comparable filings
  • Revenue growth: -5.1% per year; rating input score 0; 34th percentile among comparable filings
  • Asset growth: 2.1% per year; rating input score 100; 47th percentile among comparable filings

Details

  • Where the money goes: 18.4% of revenue deployed · 16.5% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $9K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 12 filing years from 2012 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: Filed and resolved organization relationships.
  • 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.

  • High — Financial Efficiency: Mission deployment rate scored 18/100.
  • High — Financial Efficiency: Program expense ratio scored 16/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 29/100.
  • Review — Sustainability: Total-asset coverage ratio scored 51/100.
  • High — Sustainability: Liabilities to assets ratio scored 14/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.