Alliance on Aging Inc
Nonprofit profile at a glance
- EIN
- 941747036
- IRS 990 coverage
- 2011–2024
- Forms available
- Form 990 2024
- Location
- Salinas, CA, USA
- Phone
- 8316551334
- Rating
- 74
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Senior Centers
Reported finances
- Revenue
- $1,744,865
- Expenses
- $2,404,870
- Assets
- $5,237,483
- Liabilities
- $2,503,152
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
15 people listed
Executive titles in this filing
- MARY BRUSEUELAS (PRESIDENT)
- STEVE ISH (VICE PRESIDENT)
- JOHN MCPHERSON (EXECUTIVE DIRECTOR)
Highest reported compensation
- JOHN MCPHERSON (EXECUTIVE DIRECTOR): $125,188 total reported compensation
- ANTHONY MCFARLANE THRU 1124 (FINANCE DIRECTOR): $67,937 total reported compensation
- ANH LE AS OF 724 (FINANCE MANAGER): $49,125 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
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.
What it reported doing in 2024
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.
Operating model
- Revenue model
- Grant-funded. 76% of the money available for current operations came from government grants.
- 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.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. A relatively small share of total spending goes to programs and fundraising costs are high for each dollar raised.
Rating breakdown
- Financial Efficiency: 60
- Transparency & Controls: 92
- Accountability: 82
- Sustainability: 28
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 72.6%; rating input score 73
- Program expense ratio: 52%; rating input score 52
- Fundraising efficiency: $5.1 raised per $1 spent on fundraising; rating input score 18; 18th percentile among comparable filings
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: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 5 of 9 controls in place; rating input score 56
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Fail
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: -37.8%; rating input score 4; 4th percentile among comparable filings
- Total-asset coverage ratio: 2.18; rating input score 67; 67th percentile among comparable filings
- Liabilities to assets ratio: 0.48; rating input score 16; 16th percentile among comparable filings
- Officer compensation ratio: 10.1%; rating input score 37; 37th percentile among comparable filings
Growth
- Program expense growth: 2.1% per year; rating input score 100; 27th percentile among comparable filings
- Revenue growth: 3.5% per year; rating input score 100; 34th percentile among comparable filings
- Asset growth: 15.7% per year; rating input score 100; 74th percentile among comparable filings
Details
- Where the money goes: 72.6% of revenue deployed · 52% of spending went to programs
- Governance: 9 of 9 board members independent · 5 of 9 filing controls reported
- Programs: 9 filed program accomplishments · $1.2M in reported program spending
- Leadership: top reported pay $125K · 15 people listed
- Consistency: 34 of 34 current checks pass
- Schedules: 5 filed schedules · includes major donors
- Filing history: 14 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Money network: 3 filed money-flow records
- 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.
- Review — Financial Efficiency: Program expense ratio scored 52/100.
- High — Financial Efficiency: Fundraising efficiency scored 18/100.
- Review — Accountability: Governance controls: 3 of 8 not reported.
- High — Sustainability: Operating margin scored 4/100.
- High — Sustainability: Liabilities to assets ratio scored 16/100.
- Moderate — Sustainability: Officer compensation ratio scored 37/100.