| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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| Calendar year (or fiscal year beginning in) | (a) 2021 | (b) 2022 | (c) 2023 | (d) 2024 | (e) 2025 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 4,262,886 | 4,072,218 | 3,848,819 | 5,298,594 | 4,464,679 | 21,947,196 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 4,262,886 | 4,072,218 | 3,848,819 | 5,298,594 | 4,464,679 | 21,947,196 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | 7,851,363 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 14,095,833 | |||||
| Calendar year (or fiscal year beginning in) | (a) 2021 | (b) 2022 | (c) 2023 | (d) 2024 | (e) 2025 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 4,262,886 | 4,072,218 | 3,848,819 | 5,298,594 | 4,464,679 | 21,947,196 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 70,742 | 89,143 | 139,101 | 164,687 | 166,289 | 629,962 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 10,280 | 6,100 | 11,162 | 13,665 | 14,466 | 55,673 |
| 11 | Total support. Add lines 7 through 10 | 22,632,831 | |||||
| Calendar year (or fiscal year beginning in) | (a) 2021 | (b) 2022 | (c) 2023 | (d) 2024 | (e) 2025 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
| Calendar year (or fiscal year beginning in) | (a) 2021 | (b) 2022 | (c) 2023 | (d) 2024 | (e) 2025 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6 | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 | ||||||
| c | Add lines 10a and 10b | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6Total annual distributions. Add lines 1 through 5. | 6 | |
|
7
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
7 | |
| 8 Distributable amount for 2025 from Section C, line 6 | 8 | |
| 9 Line 7 amount divided by Line 8 amount | 9 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2025 |
(iii) Distributable Amount for 2025 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2025 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2025 (reasonable cause required-- explain in Part VI).
See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2025: | ||||
| a From 2020....... | ||||
| b From 2021....... | ||||
| c From 2022....... | ||||
| d From 2023....... | ||||
| e From 2024....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2025 distributable amount | ||||
|
i
Carryover from 2020 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2025 from Section D, line 6: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2025 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2025, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2025. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2026. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2021..... | ||||
| b Excess from 2022..... | ||||
| c Excess from 2023..... | ||||
| d Excess from 2024..... | ||||
| e Excess from 2025..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | OTHER INCOME - 2021 AMOUNT: $ 10,280. 2022 AMOUNT: $ 6,100. 2023 AMOUNT: $ 11,162. 2024 AMOUNT: $ 13,665. 2025 AMOUNT: $ 14,466. |
| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE BOARD MAY APPOINT AN EXECUTIVE COMMITTEE AND MAY DELEGATE TO THAT COMMITTEE ALL OF THE POWERS OF THE BOARD WHEN THE BOARD IS NOT IN SESSION, EXCEPT THAT THE COMMITTEE MAY NOT HAVE THE POWER TO MAKE, AMEND OR REPEAL THE BY-LAWS, NOR TO ELECT MEMBERS OF THE BOARD. THE EXECUTIVE COMMITTEE CONSISTS OF THE BOARD CHAIR, BOARD VICE-CHAIR, AND CHAIRS FROM THE GOVERNANCE COMMITTEE, DEVELOPMENT COMMITTEE AND FINANCE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS REVIEWED, SIGNED, AND FILED BY THE PRESIDENT AND CEO. THE FORM 990 WAS ALSO REVIEWED BY THE TREASURER PRIOR TO FILING, AND PROVIDED TO THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH SPRING, BOARD MEMBERS ARE ASKED ABOUT POTENTIAL CONFLICTS OF INTEREST. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE PERSON INVOLVED MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE VOTE(S) OF THE INTERESTED DIRECTOR(S) WILL NOT BE COUNTED. |
| FORM 990, PART VI, SECTION B, LINE 15 | FORM 990, PART VI, SECTION B, LINE 15A: THE ALLIANCE FOR AGING RESEARCH BOARD OF DIRECTORS EXECUTIVE COMMITTEE (EC) IS RESPONSIBLE FOR ANNUALLY REVIEWING AND APPROVING DEFINED OBJECTIVES FOR THE ALLIANCE'S PRESIDENT AND CEO, EVALUATING PERFORMANCE AGAINST THE OBJECTIVES, AND DEFINING AND ESTABLISHING THE OVERALL STRATEGY AND COMPENSATION OF THE PRESIDENT AND CEO. THE BOARD CHAIR CONDUCTS AN ANNUAL, CONFIDENTIAL WRITTEN SURVEY OF SENIOR STAFF REGARDING THE PRESIDENT AND CEO'S PERFORMANCE. THE RESULTS ARE CONVEYED TO THE EC AS PART OF THE REVIEW. THE EC MEETS WITH THE CEO, WHO PRESENTS A DETAILED SELF-ASSESSMENT OF ACCOMPLISHMENTS RELATIVE TO PERFORMANCE GOALS OVER THE PAST YEAR. THE BOARD CHAIR THEN COMPILES A WRITTEN EVALUATION BY THE EC OF THE PRESIDENT AND CEO'S PERFORMANCE, AND MEETS WITH THE EC TO DELIBERATE AND DECIDE COMPENSATION. COMPENSATION IS ASSESSED ANNUALLY AGAINST PUBLISHED SURVEYS OF COMPENSATION AND BENEFITS FOR CHIEF EXECUTIVES OF SIMILAR ORGANIZATIONS, TAKING INTO ACCOUNT SECTOR, BUDGET SIZE, STAFF SIZE, AND GEOGRAPHIC LOCATION. AN EXTERNAL INDEPENDENT COMPENSATION REVIEW WAS CONDUCTED IN 2024, AND A FORMAL COMPENSATION STRUCTURE EFFECTIVE JANUARY 2025 WAS ESTABLISHED TO GUIDE FUTURE COMPENSATION DECISIONS. THE ALLIANCE WILL OBTAIN A PROFESSIONAL SALARY AND BENEFITS CONSULTANT TO CONDUCT A COMPENSATION ANALYSIS NO LESS THAN EVERY FIVE YEARS TO ENSURE MARKET COMPETITIVENESS. THE EC REPORTS COMMITTEE DECISIONS TO THE FULL BOARD IN AN EXECUTIVE SESSION, INCLUDING THE PRESIDENT AND THE CEO'S PERFORMANCE AND COMPENSATION DETERMINATIONS. CONTEMPORANEOUS NOTES ARE TAKEN OF THE MEETING(S). THE FINAL WRITTEN EVALUATION, WITH PERFORMANCE GOALS AND COMPENSATION DETERMINATIONS, IS SENT TO THE PRESIDENT AND CEO AND VICE PRESIDENT OF HR, AND A COPY IS RETAINED IN THE PRESIDENT AND CEO'S PERSONNEL FILE. FORM 990, PART VI, SECTION B, LINE 15B: THE PROCESS FOR ESTABLISHING THE ANNUAL COMPENSATION OF OTHER SENIOR STAFF, KEY EMPLOYEES AND OTHER ALLIANCE STAFF INCLUDES DETAILED SELF- ASSESSMENTS THAT DOCUMENT ACCOMPLISHMENTS DURING THE PAST YEAR AND PERFORMANCE GOALS FOR THE UPCOMING YEAR. THESE SELF- ASSESSMENTS ARE SUBMITTED TO IMMEDIATE SUPERVISORS, WHO MEET WITH DIRECT REPORTS TO DISCUSS OVERALL PERFORMANCE, EXPECTATIONS, OBSERVATIONS, POSITIVE AND CONSTRUCTIVE FEEDBACK, CONCERNS, IDEAS, AND REVIEW/SET GOALS. IMMEDIATE SUPERVISORS PROVIDE A WRITTEN SUMMARY OF THE DISCUSSION, INCORPORATING THE EMPLOYEE'S SELF-ASSESSMENTS AND THEIR OWN ASSESSMENT OF PERFORMANCE, PROGRESS, OBSERVATIONS, AND ANY ADDITIONAL GOAL SETTING NEEDED. BASED ON THIS REVIEW, THE SUPERVISOR PROVIDES ANNUAL COMPENSATION RECOMMENDATIONS TO THE PRESIDENT AND CEO FOR THE UPCOMING YEAR. RECOMMENDATIONS ARE GUIDED BY THE MAXIMUM PERCENTAGE INCREASE AUTHORIZED IN THE APPROVED ANNUAL BUDGET. COMPENSATION IS ASSESSED ANNUALLY AGAINST PUBLISHED SURVEYS OF COMPENSATION AND BENEFITS OF SIMILAR ORGANIZATIONS, TAKING INTO ACCOUNT SECTOR, BUDGET SIZE, STAFF SIZE, AND GEOGRAPHIC LOCATION. AN EXTERNAL INDEPENDENT COMPENSATION REVIEW WAS CONDUCTED IN 2024, AND A FORMAL COMPENSATION STRUCTURE EFFECTIVE JANUARY 2025 WAS ESTABLISHED TO GUIDE FUTURE COMPENSATION DECISIONS. THE ALLIANCE WILL OBTAIN A PROFESSIONAL THIRD-PARTY COMPENSATION ANALYSIS NO LESS THAN EVERY FIVE YEARS TO ENSURE MARKET COMPETITIVENESS. IN ADDITION, COMPENSATION IS BASED ON OVERALL ORGANIZATION-WIDE COMPENSATION AMOUNT ESTABLISHED BY THE BOARD-APPROVED ANNUAL BUDGET. THE CEO GIVES FINAL APPROVAL OF ANNUAL COMPENSATION FOR THE UPCOMING YEAR FOR ALL STAFF, AND EACH EMPLOYEE RECEIVES A LETTER OF DOCUMENTATION SIGNED BY THE PRESIDENT AND CEO. SELF-ASSESSMENTS ARE SIGNED BY STAFF AND IMMEDIATE SUPERVISORS. FINAL COPIES OF SELF-ASSESSMENTS AND SALARY LETTERS ARE SENT TO EACH STAFF PERSON AND COPIES ARE RETAINED IN THEIR INDIVIDUAL PERSONNEL FILES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON THEIR WEBSITE OR BY REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS: PROGRAM SERVICE EXPENSES 750,169. MANAGEMENT AND GENERAL EXPENSES 500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 750,669. HONORARIA: PROGRAM SERVICE EXPENSES 40,775. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,775. SECURITY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,620. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,620. |
| FORM 990, PART XII, LINE 2C: | THE BOARD ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. |
| Software ID: | |
| Software Version: |