NonprofitsAlliance On Aging Inc

Human Services

Alliance On Aging Inc

SALINAS, CA

Total revenue

$2.1M

Total expenses

$2.4M

Net assets

$3.3M

Grants received

$264K

21 grants

EIN

941747036

Tax year

2023

Mission

To sustain an evolving community network of viable programs that foster healthy living.

Programs

7 programs

Ombudsman programthe ombudsman program is dedicated to ensuring the safety and well-being of all residents in long-term care. Ombudsman staff and volunteers advocate on behalf of the 2,640 seniors and dependent adults residing in long-term care in monterey county, acting as spokespersons for those who are without family or friends to speak on their behalf, or who fear retaliation if they complain. Ombudsman's placement services benefit family members and caregivers searching for long-term care facility information and guidance for their loved ones. Ombudsman helps place the senior in a safe living environment with the appropriate level of care required for optimum health as well as a positive social setting. In fy23-24, the ombudsman program opened 165 new investigation cases based on complaints received, provided 922 resident/facility consultation calls including those to discuss placements, and provided 8 community education presentations on topics related to long-term care such as 'covid-19 preparedness', 'prepare for your care' advance health care directive, facility staff cultural sensitivity training, resident rights, and emergency preparedness.

Expenses: $230K

Senior peer counseling programthe senior peer counseling program offers emotional support through no-cost, individual home-based and group peer counseling sessions to seniors who are experiencing grief and depression due to loss, loneliness, isolation, and other stresses of aging and transitions in life. In fy23-24 senior peer counseling provided 680 hours of individual peer-to-peer support counseling to 82 individuals. 142 individuals routinely engaged in support groups for both spanish and english-speaking older adults.

Expenses: $348K

Senior luncheon programthe senior luncheon program offers a monthly hot meal and socialization to seniors. In fy23-24, we served a total of 703 hot lunches to 139 seniors. A frequent feature of the meal is a bag of produce from the food bank.

Expenses: $12K

Tax counseling for the elderly programthe tax counseling for the elderly program has a tangible impact on moving seniors from crisis to stability by assisting with the filing of income tax returns and economic stimulus payments and helping seniors to obtain refunds. Every extra dollar these seniors receive impacts their ability to survive, especially now that many other public assistance programs, such as those detailed previously, have disappeared. In fy23-24, the program competed 1979 federal/state tax filings; secured $1,688,319 in refunds and achieved 20 resolutions of irs issue. (approx 2969 hours tax service)

Expenses: $70K

Outreach and benefits checkup programthe aoa's outreach program travels throughout monterey county to inform and educate the general public, in particular seniors and their care partners, about services available to them through the alliance on aging as well as other area agency on aging-funded programs, e.g., meals on wheels, legal services for seniors, alzheimer's association. Outreach enables the alliance on aging to provide information, in english and spanish, to underserved seniors in remote areas of the county. The program also schedules "benefits checkup" appointments for low income seniors who may be eligible for calfresh food assistance, home heating discounts, inexpensive cell phones, and other targeted benefits. In fy23-24 we conducted 650 individualized screenings for various assistance programs, assisted 644 clients with applications, and participated in 198 events

Expenses: $136K

Transportation programthe transportation assistance program is designed to help seniors navigate a wide variety of transportation options including bus, taxi, uber, lyft, and door-to-door services. In fy23-24, we participated in 226 community events, provided five training presentations to educate the public about transportation options. We responded to 206 client requests for passes which resulted in 642 bus passes distributed to seniors. We provided consultation to 172 individuals (37% self- identified as 'disabled').

Expenses: $83K

The hubthe hub offers access to services, resources, and enrichment opportunities geared to seniors of all ages. The hub embodies the "no wrong door" model of service that is comprehensive, inclusive and promotes aging with dignity. The alliance on aging along with five strategic partners provide services on site with other senior providers from the public, private, and non-profit sector offer activities, information and educational resources, technology training, or a place to meet for coffee or a chat. Opened in january 2022, the hub provides seniors with services and social interaction with dancing, technology training, drive smart classes, cooking demonstrations and a farmers' market. In fy23-34 we offered 515 wellness, enrichment, or educational opportunities.

Expenses: $220K

Financials

FY 2023

Revenue

Contributions & grants$2.0M
Program service revenue
Investment income$34K
Other revenue$94K
Total revenue$2.1M

Expenses

Grants paid
Salaries & benefits$1.4M
Fundraising$447K
Other expenses$989K
Total expenses$2.4M
Total assets$5.6M
Net assets$3.3M

People

13 listed

NameRoleCompensation

TONY MCFARLANE

DIRECTOR OF FINANCE

Board

$95K

40 hrs/wk

JOHN MCPHERSON

EXECUTIVE DIRECTOR

Board

$58K

40 hrs/wk

JOEL JANCSEK

TREASURER

Board

2 hrs/wk

JANA HATTEN

SECRETARY

Board

2 hrs/wk

SUSAN GIBBONS

DIRECTOR

Board

2 hrs/wk

CARMEN GIL

DIRECTOR

Board

2 hrs/wk

TINA DEL PIERO

PRESIDENT

Board

2 hrs/wk

STEVE ISH

DIRECTOR

Board

2 hrs/wk

JENNIFER SJOBLOM

DIRECTOR

Board

2 hrs/wk

MAURY TRELEVEN

DIRECTOR

Board

2 hrs/wk

DANIELLE VIERRA

DIRECTOR

Board

2 hrs/wk

BRANDON HILL

DIRECTOR

Board

2 hrs/wk

MARY BRUSUELAS

VICE PRESIDENT

Board

2 hrs/wk

Grants received

Showing 21 of 21

FromAmountPurposeYear
$10K
PROGRAM SUPPORT
2024
$75K
OPERATING SUPPORT
2023
$10K
PROGRAM SUPPORT
2023
$5K
TO FURTHER THEIR EXEMPT PURPOSE
2023
$75K
OPERATING SUPPORT
2022
$5K
GENERAL SUPPORT
2022
$5K
TO FURTHER THEIR EXEMPT PURPOSE
2022
$10K
PROVIDE SENIOR SERVICES AND PROGRAMS TO LOCAL COMMUNITY
2021
$9K
For grant recipient's exempt purposes
2021
$9K
For grant recipient's exempt purposes
2021
$5K
FUND OPERATIONS
2021
$2K
FOR SERVICES FOR THE ELDERLY
2021
$1K
ELDER SUPPORT
2021
$7K
PROVIDE SENIOR SERVICES AND PROGRAMS TO LOCAL COMMUNITY
2020
$5K
General charitable purposes.
2020
$3K
ELDER SUPPORT
2020
$2K
FOR SERVICES FOR THE ELDERLY
2020
$7K
For grant recipient's exempt purposes
2019
$10K
General Support
2018
$2K
ELDER SUPPORT
2018

Funded by

$264K from 11 funders · 21 grants · 2017–2024

Monterey Peninsula Foundation

$150K · 2 grants · 2022–2023

Fidelity Investments Charitable Gift Fund

$25K · 3 grants · 2019–2021

Community Hospital Of The Monterey

$20K · 2 grants · 2023–2024

Willis W & Ethel M Clark Foundation

$17K · 2 grants · 2020–2021

Barnet Segal Charitable Trust

$10K · 2 grants · 2022–2023

Bella Charitable Foundation

$10K · 1 grant · 2018

The Louise M Flicker And Perry G

$10K · 2 grants · 2020–2022

Ona E Murphy & Robert E Murphy

$6K · 3 grants · 2018–2021

Details

EIN941747036
NTEE codeP81Z
Subsection03
Ruling date1971-10
Formed1970
Employees29
Volunteers130
ALLIANCE ON AGING INC — Mission, Financials & Grants Received | Grantivo