2025-01-27T16:14:56-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-01-01 650101947 ALLIANCE FOR AGING INC ALLI 3056706500 760 NW 107TH AVENUE 214 MIAMI FL 331723155 STAN MCNEESE VP OF FINANCE 3056706500 2025-01-15 1 1 AARON M FOX P01365820 2022274000 2025-01-15 2023 2025-03-06 01:10:19Z STANLEY MCNEESE 760 NW 107TH AVENUE MIAMI FL 33172 61548133 0 X WWW.ALLIANCEFORAGING.ORG X 1988 FL ALLIANCE FOR AGING, INC. PLANS, COORDINATES, INFORMS AND ADVOCATES FOR SERVICES FOR ELDERS. 17 17 257 70 0 0 49339802 61521147 0 0 8227 10486 43194 -50431 49391223 61481202 39485712 50520784 0 0 6281393 7197112 0 0 152543 1843105 1495563 47610210 59213459 1781013 2267743 15945519 21452630 10563626 13595913 5381893 7856717 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 18395450 17135337 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. 8968478 8072295 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. 8300997 8266013 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. 6170808 5190787 AMERICAN RESUCE PLAN - THE FEDERAL AMERCIAN RESCUE PLAN EMEERGENCY FUNDING AS A RESULT OF THE COVID PANDEMIC PROVIDES ASSISTANCE IN COMBATING SOCIAL ISOLATION AND LONLINESS THRIUGH SIMILAR PRGRAMS AS THAT OF E OLDER AMERICANS ACT. THE FUNDING FLLOWS THE SAME TITLE STRUCTURE AS TEH OLDER AMERCINAS ACTG FUNDING. 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 AS WELL AS SUPPORT TO THE CAREGIVERS. 4896098 4573783 THE PURPOSE OF THE STATE FUNDED ALZHEIMER'S DISEASE INITIATIVE (ADI) PROGRAM IS TO PROVIDE SERVICES TO MEET THE CHANGING NEEDS OF INDIVIDUALS AND FAMILIES LIVING WITH ALZHEIMER'S DISEASE AND RELATED DEMENTIAS (ADRD). THE SERVICES PROVIDED THROUGH THIS PROGRAM INCLUDE RESPITE SERVICES, SUPPORTIVE SERVICES SUCH AS CASE MANAGEMENT, SPECIALIZED MEDICAL EQUIPMENT AND SUPPLIES, AND CAREGIVER TRAINING, AND SPECIALIZED ALZHEIMER'S SERVICES ADULT DAY CARE CENTERS. 2565274 2257600 THE PURPOSE OF THE STATE FUNDED HOME CARE FOR THE ELDERLY PROGRAM IS TO ENCOURAGE THE PROVISION OF CARE FOR ELDERS IN FAMILY-TYPE LIVING ARRANGEMENTS IN PRIVATE HOMES AS AN ALTERNATIVE TO NURSING HOMES OR OTHER INSTITUTIONAL CARE SETTINGS. ADDITIONALLY, THE PROGRAM PROVIDES THE FOLLOWING BASIC SUPPORT AND MAINTENANCE AND ASSISTANCE IN ARRANGING SPECIALIZED SERVICES AS NEEDED. 8028418 5024969 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. 21660598 17047139 57325523 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 257 1 0 0 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 MANNING CHAIR TO IMMEDIATE PAST CHAIR AS OF 01/23 2.00 X X 0 0 0 LISA CHIN VICE CHAIR TO CHAIR AS OF 01/23 2.00 X X 0 0 0 PETER LOPEZ VICE-CHAIR 2.00 X X 0 0 0 ANDREW BELLINSON TREASURER AS OF 04/23 2.00 X X 0 0 0 OSCAR LLORENT SECRETARY 2.00 X X 0 0 0 RAMONA L FRISCHMAN ADVISORY COUNCIL CHAIR 2.00 X 0 0 0 JEFFREY CODALLO SECRETARY TO DIRECTOR AS OF 01/23 2.00 X X 0 0 0 MARKE DICKINSON DIRECTOR 2.00 X 0 0 0 MARRIES N GOMEZ DIRECTOR 2.00 X 0 0 0 TRUDY GAILLARD DIRECTOR 2.00 X 0 0 0 ELENA Z GEORGE DIRECTOR 2.00 X 0 0 0 HEATHER HARRIS DIRECTOR 2.00 X 0 0 0 REP JUAN CARLOS PORRAS DIRECTOR AS OF 06/23 2.00 X 0 0 0 CANDY M SICLE DIRECTOR AS OF 03/23 2.00 X 0 0 0 JAYATI SINHA DIRECTOR 2.00 X 0 0 0 JOY SIEGEL DIRECTOR 2.00 X 0 0 0 LESLIE QUINTANILLA-LOPEZ DIRECTOR 2.00 X 0 0 0 ALBERT PALOMBO TREASURER UNTIL 04/23 2.00 X X 0 0 0 MAX B ROTHMAN JD LLM PRESIDENT/CEO 40.00 X 164118 0 933 STANLEY MCNEESE VP OF FINANCE/CFO 40.00 X 110478 0 10276 KARLENE PEYTON VP OF OPERATIONS & DEVELOPMENT 40.00 X 100798 0 16374 375394 0 27583 4 0 1 0 0 131300 61131703 258144 61521147 10486 10486 16500 131300 66931 -50431 -50431 61481202 0 0 -39945 50520784 50520784 850607 223681 614851 12075 5093245 4503620 534757 54868 309768 244840 59655 5273 564154 467830 95566 758 379338 293635 80639 5064 60000 60000 47071 37040 10031 5455 5455 228354 151612 28558 48184 56184 20759 19223 16202 85042 47007 33154 4881 66230 53768 12379 83 559168 535848 21803 1517 11407 3012 7345 1050 291 191 100 50007 40297 9357 353 LICENSE AND FEES 116588 44738 70643 1207 COMMUNICATION 96647 68839 27315 493 MAINTENANCE AND REPAIR 77803 62460 14808 535 DUES 29186 59 29127 6130 5503 627 59213459 57325523 1735393 152543 2896702 2672352 7363563 11656129 365752 604764 222464 222464 0 0 1215042 2922123 4104460 3597262 15945519 21452630 610424 833084 5515448 8655652 317487 445964 4120267 3661213 10563626 13595913 X 5381893 7856717 5381893 7856717 15945519 21452630 2267743 207081 0 X 0 1 X 1 1 1 X 41684459 55612464 51945775 49341302 61521147 260105147 41684459 55612464 51945775 49341302 61521147 260105147 260105147 16916 14335 7924 8227 10486 57888 260163035 404135 0.99980 0.99970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14631 14631 0 207833 207833 0 0 OPERATING LEASE RIGHT-OF-USE ASSETS 3597262 3597262 OPERATING LEASE LIABILITIES 3661213 3661213 X 61755214 207081 66931 274012 61481202 0 61481202 59280390 66931 66931 59213459 0 59213459 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, 2023 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 147800 131300 16500 46698 20233 147800 131300 16500 46698 20233 66931 -50431 1 UNITED HOME CARE SERVICES 8400 NW 33RD STREET SUITE 400 MIAMI FL 33122 591523943 501(C)(3) 11274294 0 EXEMPT PURPOSE MIAMI DADE COMMUNITY ACTION & HUMAN SERVICES 701 NW 1ST COURT 11TH FLOOR MIAMI FL 33136 596000573 115(1) 4754721 0 EXEMPT PURPOSE LITTLE HAVANA ACTIVITIES & NUTRITION CENTERS 700 S W 8TH STREET MIAMI FL 33130 237378008 501(C)(3) 4741309 0 EXEMPT PURPOSE FIRST QUALITY HOME CARE 8700 WEST FLAGLER STREET SUITE 300 MIAMI FL 33174 650478803 N/A 3977759 0 EXEMPT PURPOSE CITY OF HIALEAH 501 PALM AVENUE HIALEAH FL 33010 596000335 115(1) 2590795 0 EXEMPT PURPOSE HIALEAH HOUSING AUTHORITY 75 EAST 6TH STREET HIALEAH FL 33010 591220360 501(C)(3) 2544419 0 EXEMPT PURPOSE JEWISH COMMUNITY SERVICES OF SOUTH FLORIDA 735 NE 125 STREET NORTH MIAMI FL 33161 590637867 501(C)(3) 2136041 0 EXEMPT PURPOSE EASTER SEALS SOUTH FLORIDA 1475 NW 14 AVENUE MIAMI FL 33125 590722783 501(C)(3) 1982781 0 EXEMPT PURPOSE SOUTHWEST SOCAL SERVICES PROGRAM 25 TAMIAMI BOULEVARD MIAMI FL 33144 592102294 501(C)(3) 1738313 0 EXEMPT PURPOSE ALLAPATTAH COMMUNITY ACTION 2257 N W NORTH RIVER DRIVE MIAMI FL 33125 592000654 501(C)(3) 864469 0 EXEMPT PURPOSE CITY OF MIAMI SPRINGS 201 WESTWARD DRIVE MIAMI SPRINGS FL 33166 596000374 115(1) 769281 0 EXEMPT PURPOSE CITY OF SWEETWATER 500 S W 109TH AVENUE MIAMI FL 33174 596002299 115(1) 752507 0 EXEMPT PURPOSE HOPE FOR GRATEFUL HEARTS 14360 SW 19TH TERRACE MIAMI FL 33175 920446428 501(C)(3) 734330 0 EXEMPT PURPOSE NORTH MIAMI FOUNDATION 620 N E 127 STREET MIAMI FL 33161 591582766 501(C)(3) 682253 0 EXEMPT PURPOSE MONROE COUNTY SOCIAL SERVICES 1100 SIMONTON STREET SUITE 2-256 KEY WEST FL 33040 596000749 115(1) 662876 0 EXEMPT PURPOSE CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MIAMI 1505 NE 26TH STREET WILTON MANORS FL 33305 591279497 501(C)(3) 626155 0 EXEMPT PURPOSE CITY OF HIALEAH GARDENS 10001 N W 87TH AVENUE SUITE 101 HIALEAH GARDENS FL 33016 596014921 115(1) 389336 0 EXEMPT PURPOSE CITY OF WEST MIAMI 901 SW 62 AVENUE WEST MIAMI FL 33144 596002412 115(1) 383698 0 EXEMPT PURPOSE INDEPENDENT LIVING SYSTEMS 5200 BLUE LAGOON DRIVE MIAMI FL 33126 450481642 N/A 277244 0 EXEMPT PURPOSE LEAGL SERVICES OF GREATER MIAMI 3000 BISCAYNE BOULEVARD SUITE 500 MIAMI FL 33137 591227481 501(C)(3) 242622 0 EXEMPT PURPOSE MICHAEL ANN RUSSELL JEWISH COMMUNITY CENTER 18900 N E 25TH AVENUE NORTH MIAMI BEACH FL 33180 592791269 501(C)(3) 138540 0 EXEMPT PURPOSE UNIDAD OF MIAMI BEACH 7251 COLLUNS AVENUE MIAMI BEACH FL 33141 650584874 501(C)(3) 122282 0 EXEMPT PURPOSE FLORIDA KEYS AHEC 5800 FLORIDA KEYS OVERSEAS HERITAGE TRAIL 38 MARATHON FL 33050 650183810 501(C)(3) 21895 0 EXEMPT PURPOSE 21 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 164118 0 0 0 0 0 0 0 933 0 165051 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.