Aldea Inc

Nonprofit profile at a glance

EIN
942159248
IRS 990 coverage
2014–2024
Forms available
Form 990 2024
Location
Napa, CA, USA
Phone
7072248266
Rating
83
Verdict
STRONG
Rating confidence
Moderate
Sector
Children's, Youth Services

Official website

Reported finances

Revenue
$15,851,489
Expenses
$16,360,877
Assets
$13,832,677
Liabilities
$4,461,313

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

Leadership & pay

20 people listed

Executive titles in this filing

  • ADAM HERSLY (PRESIDENT)
  • KATHY CRUZ (VICE PRESIDENT)
  • KERRY AHEARN (CHIEF EXECUTIVE OFFICER)

Highest reported compensation

  • KERRY AHEARN (CHIEF EXECUTIVE OFFICER): $250,313 total reported compensation
  • JOHN KNIEP (CHIEF FINANCIAL OFFICER): $241,566 total reported compensation
  • JULIE BURNS (CHIEF OPERATING OFFICER): $209,173 total reported compensation

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

Overview

Mission

Aldea's mission is to improve lives and create bright futures for people we serve by providing professional mental health, child welfare and support services in a manner that respects the dignity and individuality of each person.

What it reported doing in 2024

Behavioral health - serving napa, solano, and sonoma counties. We believe that in a family's most critical moments, the presence of a trusted professional can mean the difference between strength and suffering. Every day, aldea's expert staff walk alongside young people and their families on the journey to healing, offering compassionate care that brings both immediate relief and long-term resilience.through our community-based mental health and substance use disorder treatment and prevention programs, aldea supports children, youth, and families in improving their overall well-being. Our outpatient counseling services help strengthen mental health and family relationships, while our substance use programs provide education, early intervention, and recovery-focused treatment. (cont. On sch o) bilingual services are offered in a variety of settings, including outpatient clinics, homes, schools, and community organizations ensuring that support is accessible when and where it's needed most. In the past year, aldea served 1,283 clients and their families through our behavioral health programs.

Operating model

Revenue model
Earned-program. 67% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 87% 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

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 80
  • Transparency & Controls: 83
  • Accountability: 100
  • Sustainability: 25
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 86.1%; rating input score 86
  • Program expense ratio: 83.4%; rating input score 83
  • Fundraising efficiency: $12.61 raised per $1 spent on fundraising; rating input score 45; 45th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -3.2%; rating input score 20; 20th percentile among comparable filings
  • Total-asset coverage ratio: 0.85; rating input score 30; 30th percentile among comparable filings
  • Liabilities to assets ratio: 0.32; rating input score 44; 44th percentile among comparable filings
  • Officer compensation ratio: 11.7%; rating input score 15; 15th percentile among comparable filings

Growth

  • Program expense growth: 3.7% per year; rating input score 100; 31st percentile among comparable filings
  • Revenue growth: 3.8% per year; rating input score 100; 32nd percentile among comparable filings
  • Asset growth: 2% per year; rating input score 100; 18th percentile among comparable filings

Details

  • Where the money goes: 86.1% of revenue deployed · 83.4% of spending went to programs
  • Governance: 8 of 8 board members independent · 9 of 9 filing controls reported
  • Programs: 2 filed program accomplishments · $13.6M in reported program spending
  • Leadership: top reported pay $250K · 20 people listed · 3 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $110K reported
  • Consistency: 35 of 35 current checks pass
  • Schedules: 6 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 11 filing years from 2014 to 2024
  • Contacts: How to reach this organization
  • Money network: 11 filed money-flow records
  • 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.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

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

  • Moderate — Financial Efficiency: Fundraising efficiency scored 45/100.
  • High — Sustainability: Operating margin scored 20/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 30/100.
  • High — Sustainability: Officer compensation ratio scored 15/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 44/100.