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Nonprofit · EIN 94-1747036

ALLIANCE ON AGING INC

Tax-exempt · SALINAS, CA 93901

Financials

$2.1M$2.4M2023$1.7M$2.4M2024
Revenue Expenses · by fiscal year end
Financials of ALLIANCE ON AGING INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,744,865$2,404,870-$660,005$5,237,483$2,503,152$2,734,331
June 30, 2024990$2,097,113$2,386,773-$289,660$5,611,463$2,325,907$3,285,556
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$2,002,805
of which government grants
$1,569,675
Program service revenue
$0
Investment income
$61,678
Net rental income
-$276,838
Net gain from sales of assets
-$170
Net income from fundraising events
-$53,178
Net income from gaming
$2,100
Net income from sales of inventory
$2,575
Other revenue
-$319,618

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$198,235
Other salaries and wages
$873,700
Salaries, compensation and benefits (total)
$1,232,210
Professional fundraising fees
$0
Legal fees
$922
Accounting fees
$74,779
Occupancy
$165,759
Travel
$21,526
Depreciation
$40,316
Program services (functional)
$1,249,723
Management and general (functional)
$762,813
Fundraising (functional)
$392,334

Balance sheet and other

Total assets, start of year
$5,611,463
Total assets, end of year
$5,237,483
Total liabilities, end of year
$2,503,152
Net assets, end of year
$2,734,331
Land, buildings and equipment
$235,564
Publicly traded securities
$2,081,895
Net assets without donor restrictions
$2,624,331
Net assets with donor restrictions
$110,000
Gross receipts
$2,445,637
Employees
30
Volunteers
166
Year formed
1970
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOHN MCPHERSONEXECUTIVE DIRECTOR
Officer
40$125,188
ANTHONY MCFARLANE THRU 1124FINANCE DIRECTOR
Officer
40$67,937
ANH LE AS OF 724FINANCE MANAGER
Officer
40$49,125
MARY BRUSEUELASPRESIDENT
Trustee or director, Officer
2$0
STEVE ISHVICE PRESIDENT
Trustee or director, Officer
2$0
JOEL JANCSEKTREASURER
Trustee or director, Officer
2$0
JANA HATTENSECRETARY
Trustee or director, Officer
2$0
SUSAN GIBBONS THRU 1224DIRECTOR
Trustee or director
2$0
CARM GIL THRU 1224DIRECTOR
Trustee or director
2$0
BRANDON HILL THRU 1224DIRECTOR
Trustee or director
2$0
MAURY TRELEVENDIRECTOR
Trustee or director
2$0
DANIELLE VIERADIRECTOR
Trustee or director
2$0
JENNIFER SJOBLOMDIRECTOR
Trustee or director
2$0
EILEEN CHAUVETDIRECTOR
Trustee or director
2$0
SHANNON GRAHAM AS OF 1024DIRECTOR
Trustee or director
2$0
990 for the year ended June 30, 2024: 13 people
NameTitleHours / weekCompensationOther / benefits
TONY MCFARLANEDIRECTOR OF FINANCE
Officer
40$95,194$10,617
JOHN MCPHERSONEXECUTIVE DIRECTOR
Officer
40$57,696$90
TINA DEL PIEROPRESIDENT
Trustee or director, Officer
2$0$0
MARY BRUSUELASVICE PRESIDENT
Trustee or director, Officer
2$0$0
JOEL JANCSEKTREASURER
Trustee or director, Officer
2$0$0
JANA HATTENSECRETARY
Trustee or director, Officer
2$0$0
SUSAN GIBBONSDIRECTOR
Trustee or director
2$0$0
CARMEN GILDIRECTOR
Trustee or director
2$0$0
BRANDON HILLDIRECTOR
Trustee or director
2$0$0
STEVE ISHDIRECTOR
Trustee or director
2$0$0
JENNIFER SJOBLOMDIRECTOR
Trustee or director
2$0$0
MAURY TRELEVENDIRECTOR
Trustee or director
2$0$0
DANIELLE VIERRADIRECTOR
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
247 MAIN ST, SALINAS, CA 93901-2703
In care of
% JOHN ASSAAD
Principal officer (990 for 2024)
JOEL JANCSEK, 247 MAIN STREET, SALINAS, CA 93901
Signed the 990
JOEL JANCSEK, TREASURER
Phone
(831) 655-1334
Return prepared by
CLIFTONLARSONALLEN LLP

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.

990 for the year ended June 30, 2025

Program accomplishments

  • 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.
    Expenses $358,981
  • THE 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 2952 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 HELP 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 FY24-25, THE OMBUDSMAN PROGRAM OPENED 123 INVESTIGATION CASES, ASSISTED 90 FAMILIES WITH LONG TERM CARE PLACEMENT GUIDANCE, PROVIDED INFORMATION/ASSISTANCE TO 1596 INDIVIDUALS INCLUDING CARE FACILITY STAFF, AND MADE 233 MONITORING VISITS TO COUNTY FACILITIES. A TOTAL OF 2042 UNITS OF SERVICE WERE PROVIDED.
    Expenses $311,062
  • 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 FY24-25, SENIOR PEER COUNSELING SERVED 203 INDIVIDUALS BY PROVIDING A GRAND TOTAL OF 1645 HOURS OF SERVICE. FIFTEEN WELLNESS EVENTS WERE CONDUCTED REACHING 211 ATTENDEES.
    Expenses $259,091
  • SENIOR LUNCHEON PROGRAMTHE SENIOR LUNCHEON PROGRAM OFFERS A MONTHLY HOT MEAL AND SOCIALIZATION. IN FY24-25, A TOTAL OF 1003 HOT LUNCHES WERE SERVED. A FREQUENT FEATURE OF THE MEAL IS A BAG OF PRODUCE FROM THE FOOD BANK.
    Expenses $17,302
  • 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 FY24-25, THE PROGRAM SERVED 2223 INDIVIDUALS AND HELPED SECURE $1,821,726 IN REFUNDS.
    Expenses $64,283
  • 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 QUALIFY FOR CALFRESH FOOD ASSISTANCE, HOME HEATING DISCOUNTS, INEXPENSIVE CELL PHONES, AND OTHER TARGETED BENEFITS. IN FY24-25, STAFF REACHED 6268 PERSONS AT LOCAL VENUES. THROUGH BENEFITS CHECKUP APPOINTMENTS, THE PROGRAM ASSISTED 2679 INDIVIDUALS AND DISTRIBUTED 219 FARMERS MARKET COUPONS TO QUALIFYING SENIORS.
    Expenses $140,626
  • 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 FY24-25, 233 INDIVIDUALS WERE PROVIDED WITH INFORMATION AND TRAINING ABOUT THE LOCAL TRANSPORTATION OPTIONS. ANOTHER 172 WERE PROVIDED WITH ONE ON ONE SUPPORT WITH TAXI VOUCHER REGISTRATION AND 260 PEOPLE RECEIVED FREE BUS PASSES. THE PROGRAM HELPS TO REDUCE ISOLATION FOR OLDER ADULTS.
    Expenses $98,378
  • THE HUBTHE HUB IS A CENTRALIZED ACCESS POINT FOR HEALTHY AGING PROGRAMS THAT PROMOTE WELLNESS AND SOCIAL CONNECTIONS. IN FY24-25, 4801 VISITED THE HUB AND 211 PARTICPATED IN A WELLNESS CLASS.0
  • SPIRALSTHE SPIRALS CONSIGNMENT STORE OFFERS LOCAL RESIDENTS AND TOURISTS AN UPSCALE CONSIGNMENT AND BENEFIT STORE SELLING NEW AND LIGHTLY USED MERCHANDISE INCLUDING CLOTHING FOR MEN AND WOMEN, ACCESSORIES, FURNITURE, ART, BOOKS, AND HOUSEHOLD GOODS.0

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
94-1747036
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1971
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P81Z)
Assets (IRS master file)
$5,237,483
Income (IRS master file)
$2,445,637

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025–––IRS
990June 2024–––IRS
990June 2023$3,316,286$2,163,284$5,906,401IRS
990June 2022$2,226,057$1,980,150$2,629,077IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about ALLIANCE ON AGING INC

What is the EIN of ALLIANCE ON AGING INC?
The employer identification number (EIN) of ALLIANCE ON AGING INC is 94-1747036.
Is ALLIANCE ON AGING INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
Are donations to ALLIANCE ON AGING INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ALLIANCE ON AGING INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ALLIANCE ON AGING INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ALLIANCE ON AGING INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of ALLIANCE ON AGING INC?
The 990 for the year ended June 30, 2025 names JOEL JANCSEK.
Who are the officers and directors of ALLIANCE ON AGING INC?
The 990 for the year ended June 30, 2025 lists 15 people; 3 received compensation from the organization, the highest $125,188 (JOHN MCPHERSON, EXECUTIVE DIRECTOR).
How much revenue does ALLIANCE ON AGING INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,744,865, expenses of $2,404,870 and total assets of $5,237,483 at year end.

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