Alliance on Aging Inc
Public records show a registered, tax-exempt organization in good standing.
What it says it does
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.
- Income
- $1.7 million
- Spending
- $2.4 million
- Spent on programs
- 52%
- Reserves
- 11.9 months of spending
- Largest source of income
- government grants, 90%
- Employees
- 30
- Volunteers
- 166
- Highest pay
- $125,188, executive director
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Fair: 51 out of 100. Higher than 21% of charities in its peer group (human services, $1m to $10m).
Reserves
28 of 35Spendable reserves would cover 11.9 months of spending.
Debt
10 of 20It owes 48% of what it owns.
Living within its means
0 of 15Spending exceeded income by 38% of income.
Income trend
5 of 15Income fell 17% on the year before.
Spending floor
8 of 1552% of spending went to programs and raising each dollar of donations cost 20 cents.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Good: 80 out of 100. Higher than 32% of charities in its peer group (human services, $1m to $10m).
Independent board
25 of 259 of 9 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Pay set independently
0 of 5Reports no independent review process for its chief executive's pay.
Independent check of accounts
0 of 15Its accounts were not audited or reviewed by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (9)
- $358,981 spent. 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.
- $311,062 spent. 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.
- $259,091 spent. 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.
- $17,302 spent. 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.
- $64,283 spent. 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.
- $140,626 spent. 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.
- $98,378 spent. 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.
- 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.
- 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.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending June 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since October 1971.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
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