2023-10-27T08:47:34-05:00 2022-12-31 111986323 MARCUM LLP 1899 L STREET NW 850 WASHINGTON DC 20036 990 2022-01-01 650101947 ALLIANCE FOR AGING INC ALLI 3056706500 760 NW 107TH AVENUE 214 MIAMI FL 331723155 STAN MCNEESE VP OF FINANCE 3056706500 2023-09-20 1 STAN MCNEESE 999009999 0 AARON M FOX P01365820 2028225000 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MAX B ROTHMAN JD LLM 760 NW 107TH AVENUE MIAMI FL 33172 49457992 0 X WWW.ALLIANCEFORAGING.ORG X 1988 FL ALLIANCE FOR AGING, INC. PLANS, COORDINATES, INFORMS AND ADVOCATES FOR SERVICES FOR ELDERS. 17 17 132 61 0 0 51945775 49339802 0 0 7924 8227 33736 43194 51987435 49391223 43647512 39485712 0 0 5890386 6281393 0 0 83021 1973890 1843105 51511788 47610210 475647 1781013 8467801 15945519 4698468 10563626 3769333 5381893 X ALLIANCE FOR AGING ("THE ALLIANCE") IS THE AREA AGENCY ON AGING FOR MIAMI-DADE AND MONROE COUNTIES. THE PURPOSE OF THE ALLIANCE IS TO FUNCTION AS A REGIONAL PLANNING, COORDINATING, ADVOCATING, AND GRANT MANAGING AGENCY. 0 0 16183553 14982041 OLDER AMERICANS ACT TITLE III - THE FEDERAL OLDER AMERICANS ACT PROVIDES ASSISTANCE IN THE DEVELOPMENT OF NEW OR IMPROVED PROGRAMS TO HELP OLDER PERSONS BY AWARDING GRANTS TO THE STATES FOR COMMUNITY PLANNING AND SERVICES. THERE ARE FOUR MAIN SERVICES AND ACTIVITIES THE ALLIANCE PROVIDES THROUGH THE OLDER AMERCIANS ACT: CONGREGATE MEALS, HOME-DELIVERED MEALS, TRANSPORTATION, AND SUPPORTIVE SERVICES. THE PROGRAM PROVIDES CONGREGATE MEALS AND NUTRITION EDUCATION IN STRATEGICALLY LOCATED CENTERS SUCH AS COMMUNITY CENTERS, SENIOR CENTERS, AND OTHER PUBLIC OR PRIVATE FACILITIES WHERE PERSONS MAY RECEIVE OTHER SOCIAL AND REHABILITATIVE SERVICES AND PROVIDES TRANSPORTATION FOR PERSONS TO ACCESS THESE LOCATIONS. THE PROGRAM ALSO PROVIDES HOME-DELIVERED MEALS AND NUTRITION EDUCATION TO HOMEBOUND INDIVIDUALS. LASTLY, THE PROGRAM PROVIDES SUPPORTIVE SERVICES TO BOOST THE WELL-BEING OF ELDERS AND TO HELP THEM LIVE INDEPENDENTLY IN THEIR HOME ENVIRONMENT AND THE COMMUNITY. 8749027 7964301 COMMUNITY CARE FOR THE ELDERLY - THE COMMUNITY CARE FOR THE ELDERLY PROGRAM PROVIDES COMMUNITY-BASED SERVICES ORGANIZED IN A CONTINUUM OF CARE TO HELP FUNCTIONALLY IMPAIRED OLDER PEOPLE LIVE IN THE LEAST RESTRICTIVE, YET MOST COST-EFFECTIVE ENVIRONMENT SUITABLE TO THEIR NEEDS. 5675678 5648924 THE LOCAL SERVICES PROGRAM (LSP) PROVIDES FUNDING TO EXPAND FACILITY BASED CARE ALTERNATIVES ENABLING ELDERS TO MAINTAIN AN ACCEPTABLE QUALITY OF LIFE IN THEIR OWN HOMES AND AVOID OR DELAY NURSING HOME PLACEMENT. THE LSP PROVIDES COMMUNITY-BASED SERVICES TO PRESERVE ELDER INDEPENDENCE, SUPPORT CAREGIVERS, AND TARGET AT-RISK PERSONS. THROUGH THE PROVISION OF MEALS, TRANSPORTATION SERVICES, CAREGIVER SUPPORT, IN-HOME SERVICES AND EXPANDED RESPITE AND DAY CARE SERVICES, LSP ASSISTS ELDERS TO LIVE IN THE LEAST RESTRICTIVE ENVIRONMENT THAT MEETS THEIR NEEDS. 15160777 10890446 ADDITIONAL PROGRAM SERVICE ACTIVITIES INCLUDE: CARES, NO WRONG DOOR, HOME CARE FOR THE ELDERLY, ALZHEIMER'S DISEASE INITIATIVE, NON-DOEA PROGRAMS, AGING & DISABILITIES RESOURCE CENTER, EMERGENCY HOME ENERGY ASSISTANCE PROGRAM, MEDICAID LONG TERM CARE SCREENING AND APPLICATION COUNSELING, ELDER ABUSE PREVENTION, FLORIDA SHINE PROGRAM, SENIOR MEDICARE PATROL, & MEDICARE IMPROVEMENTS FOR PATIENTS AND PROVIDER ACT. 15160777 10890446 45769035 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 132 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 FL X MAX B ROTHMAN JD LLM 3056706500 760 NW 107TH AVENUE SUITE 214 MIAMI FL 33172 SHERYL J MANNING JD CHAIR 2.00 X X 0 0 0 LISA CHIN VICE-CHAIR 2.00 X X 0 0 0 ALBERT PALOMBO TREASURER 2.00 X X 0 0 0 JEFFREY A CODALLO SECRETARY 2.00 X X 0 0 0 MARKE DICKINSON DIRECTOR 2.00 X 0 0 0 REP KEVIN D CHAMBLISS DIRECTOR 2.00 X 0 0 0 KENNETH CORMIER DIRECTOR 2.00 X 0 0 0 HEATHER HARRIS DIRECTOR 2.00 X 0 0 0 MADELEINE G ARRITOLA IMMEDIATE PAST CHAIR 2.00 X 0 0 0 TRUDY GAILLARD DIRECTOR 2.00 X 0 0 0 ROSE T ROMERO ESQ DIRECTOR 2.00 X 0 0 0 JOY SIEGEL DIRECTOR 2.00 X 0 0 0 GLORIA M PERUYERA DIRECTOR 2.00 X 0 0 0 PAM MARTIN DIRECTOR 2.00 X 0 0 0 LESLIE QUINTANILLA-LOPEZ DIRECTOR 2.00 X 0 0 0 JAYATI SINHA DIRECTOR 2.00 X 0 0 0 CYNDI GUERRA ADVISORY COUNCIL CHAIR 2.00 X 0 0 0 MAX B ROTHMAN JD LLM PRESIDENT/CEO 40.00 X 164942 0 0 164942 0 0 3 0 1 0 0 49066273 273529 25000 49339802 8227 8227 109963 66769 43194 43194 49391223 0 0 51421 39485712 39485712 385465 302525 78066 4874 4632534 3635762 938200 58572 277648 212463 62964 2221 653030 499715 148092 5223 332716 254602 75452 2662 58576 46628 11948 614476 481601 123406 9469 142866 128972 13894 58506 30138 28368 114081 66408 47673 564194 444980 119214 9008 2957 6051 32802 17688 15114 OTHER EXPENSE 168320 94899 73421 EQUIPMENT 64796 49114 15682 MAINTENANCE AND REPAIR 15480 14871 609 47610210 45769035 1758154 83021 1810819 2896702 4898264 7363563 375222 365752 222464 222464 0 0 1383496 1215042 0 4104460 8467801 15945519 543288 610424 3830409 5515448 324771 317487 0 4120267 4698468 10563626 X 3769333 5381893 3769333 5381893 8467801 15945519 1781013 -168453 0 X 0 1 X 1 1 1 X 41363284 41684459 55612464 51945775 49341302 239947284 41363284 41684459 55612464 51945775 49341302 239947284 239947284 20837 16916 14335 7924 8227 68239 240015523 520276 0.99970 0.99970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14631 14631 0 207833 207833 0 0 OPERATING LEASE RIGHT-OF-USE ASSETS 4104460 4104460 OPERATING LEASE LIABILITIES 4120267 4120267 X 49291039 -168453 68269 -100184 49391223 0 49391223 47678479 68269 68269 47610210 0 47610210 PART X, LINE 2: THE ALLIANCE ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH GAAP, WHICH REQUIRES RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. FOR TAX POSITIONS MEETING THE MORE LIKELY THAN NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAX AUTHORITY. THE ALLIANCE HAD NO MATERIAL UNRECOGNIZED TAX BENEFITS AND NO ADJUSTMENTS TO ITS FINANCIAL POSITION, ACTIVITIES OR CASH FLOWS WERE REQUIRED. THE ALLIANCE DOES NOT EXPECT THAT UNRECOGNIZED TAX BENEFITS WILL INCREASE WITHIN THE NEXT TWELVE MONTHS. THE ALLIANCE DID NOT RECORD ANY INTEREST OR PENALTIES ON UNCERTAIN TAX POSITIONS IN THE STATEMENT OF FINANCIAL POSITION AS OF DECEMBER 31, 2022 OR THE STATEMENT OF ACTIVITIES FOR THE YEAR THEN ENDED. IF THE ALLIANCE WERE TO INCUR ANY INCOME TAX LIABILITY IN THE FUTURE, INTEREST ON ANY INCOME TAX LIABILITY WOULD BE REPORTED AS INTEREST EXPENSE AND PENALTIES ON ANY INCOME TAX LIABILITY WOULD BE REPORTED AS INCOME TAXES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT: CONFERENCE DONATED SERVICES PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT: CONFERENCE DONATED SERVICES CONFERENCE 109963 109963 30624 36145 109963 109963 30624 36145 66769 43194 1 ALLAPATTAH COMMUNITY ACTION 2257 NW N RIVER DR MIAMI FL 33125 592000654 501(C)(3) 908206 0 EXEMPT PURPOSE CATHOLIC CHARITIES 25 SE 2ND AVE STE 220 MIAMI FL 33131 650804650 501(C)(3) 504523 0 EXEMPT PURPOSE CITY OF HIALEAH 7400 WEST 24TH AVENUE HIALEAH FL 33016 263087651 115(1) 1300160 0 EXEMPT PURPOSE CITY OF HIALEAH GARDENS 10001 NW 87 AVENUE HIALEAH GARDENS FL 33016 596014921 115(1) 298577 0 EXEMPT PURPOSE CITY OF MIAMI SPRINGS 201 WESTWARD DRIVE MIAMI SPRINGS FL 33166 596000374 115(1) 561464 0 EXEMPT PURPOSE CITY OF SWEETWATER 500 SW 109 AVE SWEETWATER FL 33174 596002299 115(1) 744511 0 EXEMPT PURPOSE CITY OF WEST MIAMI 901 SW 62 AVENUE MIAMI FL 33144 596002412 115(1) 373007 0 EXEMPT PURPOSE EASTER SEALS SOUTH FLORIDA 1475 NW 14TH AVE MIAMI FL 33125 590722783 501(C)(3) 1510998 0 EXEMPT PURPOSE FIRST QUALITY 6152 SW 123 AVE MAIMI FL 33187 454425746 N/A 3350583 0 EXEMPT PURPOSE FLORIDA KEYS AREA HEALTH EDUCATION CENTER PRPGRAM INC 5800 OVERZEAS HWY38 MARATHON FL 33050 650183810 501(C)(3) 21605 0 EXEMPT PURPOSE HIALEAH HOUSING AUTHORITY INC 75 EAST 6TH STREET HIALEAH FL 33010 591220360 501(C)(3) 1932896 0 EXEMPT PURPOSE INDEPENDENT LIVING SYSTEMS LLC 5200 BLUE LAGOON DRIVE SUITE 500 MIAMI FL 33126 450481642 N/A 817565 0 EXEMPT PURPOSE JEWISH COMMUNITY SERVICES 735 NE 125TH ST NORTH MIAMI FL 33161 590637867 501(C)(3) 1999279 0 EXEMPT PURPOSE LEGAL SERVICES OF GREATER MIAMI 3000 BISCAYNE BLVD STE 500 MIAMI FL 33137 591227481 501(C)(3) 232860 0 EXEMPT PURPOSE LITTLE HAVANA ACTIVITIES AND NUTRITION CENTERS OF DADE COUNTY 700 SW 8TH ST MIAMI FL 33130 237378008 501(C)(3) 4251829 0 EXEMPT PURPOSE MIAMI-DADE COUNTY COMMUNITY ACTION AND HUMAN SERVICES DEPARTMENT 275 NW 2ND STREET MIAMI FL 33128 593502843 115(1) 4173790 0 EXEMPT PURPOSE MICHAEL-ANN RUSSELL JEWISH COMMUNITY CENTER INC 18900 NE 25TH AVE MIAMI FL 33180 592791269 501(C)(3) 124996 0 EXEMPT PURPOSE MONROE COUNTY SOCIAL SERVICES 1100 SIMONTON STREET KEY WEST FL 33040 590624414 115(1) 612649 0 EXEMPT PURPOSE NORTH MIAMI FOUNDATION 620 NE 127TH ST NORTH MIAMI FL 33161 591582766 501(C)(3) 622725 0 EXEMPT PURPOSE SOUTHWEST SOCIAL SERVICES 25 TAMIAMI BLVD MIAMI FL 33144 592102294 501(C)(3) 1557335 0 EXEMPT PURPOSE UNIDAD OF MIAMI BEACH INC 7251 COLLINS AVE MIAMI BEACH FL 33141 650584874 501(C)(3) 158495 0 EXEMPT PURPOSE UNITED HOME CARE 8400 NW 33RD ST STE 400 DORAL FL 33122 591523943 501(C)(3) 10010542 0 EXEMPT PURPOSE 20 2 PART I, LINE 2: THE ALLIANCE FOR AGING IS REQUIRED TO MONITOR EVERY PROVIDER THAT RECEIVED FUNDS FOR SERVICE DELIVERY AT LEAST ANNUALLY. THERE IS A FORMAL MONITORING PROCESS THAT CONSISTS OF DETAILED PROGRAMMATIC AND FISCAL COMPONENTS. THE RESULTS OF THE MONITORING ARE DOCUMENTED IN A WRITTEN MONITORING REPORT AND A POSSIBLE CORRECTIVE ACTION PLAN (CAP), DEPENDING ON FINDINGS OR REPEATED RECOMMENDATIONS FOR IMPROVEMENT IN THE SAME AREA. THE MONITORING REPORT IS SENT TO THE PROVIDER REQUIRING A WRITTEN RESPONSE TO THE REPORT INCLUDING ACTIONS OR CHANGES THAT WILL BE TAKEN TO CORRECT ANY FINDINGS OR ADHERE TO RECOMMENDATIONS FOR IMPROVEMENT, INCLUDING THE FORMAL WRITTEN CAP, IF IT WAS REQUIRED. X 0 0 0 0 0 0 0 0 0 MAX B ROTHMAN JD LLM PRESIDENT/CEO 158942 0 0 0 6000 0 0 0 0 0 164942 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS SENT VIA EMAIL WITH ATTACHMENTS TO EACH BOARD MEMBER TO REVIEW AND APPROVE PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IF ANY STAFF MEMBER, BOARD OR ADVISORY COUNCIL MEMBER HAS A POTENTIAL CONFLICT OF INTEREST, THEY MUST DISCLOSE THIS TO THE BOARD IMMEDIATELY AND, IF IT'S DETERMINED BY THE BOARD THAT A CONFLICT EXISTS, HE/SHE MUST ABSTAIN FROM VOTING ON THE ISSUE BEING CONSIDERED.THE ALLIANCE HAS CONSISTENT MONITORING OF ANY CONFLICTS OF INTEREST, WHICH IS USUALLY DONE AT REGULAR MONTHLY MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 EACH YEAR, THE BOARD REVIEWS THE PERFORMANCE OF, INDUSTRY STANDARDS FOR, AND SETS THE COMPENSATION BASELINE FOR THE PRESIDENT & CEO. EACH YEAR SALARIES FOR KEY STAFF, ALONG WITH ALL STAFF SALARIES, ARE DETAILED IN AN ANNUAL BUDGET WHICH IS REVIEWED, DISCUSSED, AND APPROVED. THE OFFICERS OF THE BOARD ARE ALL VOLUNTEERS AND NOT COMPENSATED. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.