2022-06-22T12:54:13-05:00 2021-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2021-01-01 541379174 ALLIANCE FOR AGING RESEARCH ALLI 2022932856 1700 K STREET NW 740 WASHINGTON DC 20006 SUSAN PESCHIN PRESIDENT AND CEO 2022932856 2022-06-17 1 SUSAN PESCHIN 999009999 HOLLY CAPORALE P00235685 3019860600 2022-06-19 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z SUSAN PESCHIN 1700 K STREET NW 740 WASHINGTON DC 20006 4765902 0 X WWW.AGINGRESEARCH.ORG X 1986 DC PROMOTE RESEARCH TO ENHANCE THE EXPERIENCE OF AGING AND HEALTH. 14 14 13 0 0 0 3026247 4262886 0 0 66869 154469 -102665 -90179 2990451 4327176 0 20000 0 0 1215975 1289402 0 0 62097 1214846 2041749 2430821 3351151 559630 976025 4284882 5340574 504421 403559 3780461 4937015 THE ALLIANCE FOR AGING RESEARCH IS THE LEADING NON-PROFIT ORGANIZATION DEDICATED TO ACCELERATING THE PACE OF SCIENTIFIC DISCOVERIES AND THEIR APPLICATION IN ORDER TO VASTLY IMPROVE THE UNIVERSAL HUMAN EXPERIENCE OF AGING AND HEALTH. 0 0 1701200 PUBLIC POLICY: THE ALLIANCE FOR AGING RESEARCH WORKS WITH PATIENTS, FEDERAL AGENCIES, ELECTED OFFICIALS, AND PARTNER ORGANIZATIONS TO ADVANCE POLICIES THAT SUPPORT RESEARCH AND HEALTHY AGING. OVER THE PAST 35+ YEARS, THE ALLIANCE HAS LED EFFORTS TO INCREASE INVESTMENT IN FOUNDATIONAL RESEARCH, INTRODUCE PATIENT PROTECTIONS, AND HELP ADDRESS THE AFFORDABILITY OF HEALTHCARE. WE ADVOCATE FOR PROGRESS ACROSS A WIDE RANGE OF ISSUES THAT IMPACT HEALTH, ACCESS, AND THE DEVELOPMENT OF THE NEXT GENERATION OF MEDICAL ADVANCES. 1185342 20000 HEALTH EDUCATION: THE ALLIANCE FOR AGING RESEARCH CREATES AWARD-WINNING EDUCATIONAL MATERIALS AND LEADS CAMPAIGNS FOR CONSUMERS, PATIENTS, CAREGIVERS, AND HEALTH PROFESSIONALS ON DISEASES AND CONDITIONS WHICH DISPROPORTIONATELY IMPACT OLDER ADULTS. THESE WIDE-RANGING SOURCES ON SUCH TOPICS AS VALVE DISEASE, VISION LOSS, AND PAIN MANAGEMENT, HAVE MADE THE ALLIANCE A WELL-RESPECTED SOURCE OF RELIABLE INFORMATION ON THE HEALTH AND WELL-BEING OF OLDER AMERICANS. 2886542 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 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 24 0 1 13 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X SUSAN PESCHIN CEO 2022932856 1700 K ST NW NO 740 WASHINGTON DC 20006 JAMES SCOTT CHAIR 3.00 X X 0 0 0 WILLIAM SCHUYLER TREASURER 3.00 X X 0 0 0 GEORGE BEACH BOARD MEMBER 1.00 X 0 0 0 DAN PERRY FOUNDER & BOARD MEMBER 1.00 X 0 0 0 JOHN ALAM BOARD MEMBER 1.00 X 0 0 0 MARY BORDINI BOARD MEMBER 1.00 X 0 0 0 MARGARET DAVIS-CERONE BOARD MEMBER 1.00 X 0 0 0 JAMES EDEN BOARD MEMBER 1.00 X 0 0 0 KAREN GALLY BOARD MEMBER 1.00 X 0 0 0 KELSEY LANG BOARD MEMBER 1.00 X 0 0 0 MICHELE MARKUS VICE CHAIR 3.00 X X 0 0 0 CALVIN SCHMIDT BOARD MEMBER 1.00 X 0 0 0 MARK SIMON SECRETARY 3.00 X X 0 0 0 JOHN WHYTE BOARD MEMBER 1.00 X 0 0 0 SUSAN PESCHIN PRESIDENT AND CEO 40.00 X 230017 0 26504 MICHAEL WARD VP OF PUBLIC POLICY 40.00 X 130494 0 12559 LINDSAY CLARKE VP OF HEALTH PROGRAMS 40.00 X 138572 0 18721 499083 0 57784 3 0 1 0 BERMAN AND COMPANY 1090 VERMONT AVE NW SUITE 800 WASHINGTON DC 20005 PROJECT AND WEBSITE MANAGEMENT 394333 1700 K STREET ASSOCIATES 1700 K ST NW WASHINGTON DC 20006 RENTAL OF OFFICE SPACE 191681 FAEGRE DRINKER ONE LOGAN SQUARE SUITE 2000 PHILADELPHIA PA 19103 ADVISORY SERVICES 114840 3 512500 3750386 4262886 70742 70742 419786 331802 4257 87984 -4257 83727 83727 2208 512500 102667 -100459 -100459 HONORARIA 900099 10280 10280 10280 4327176 0 0 64290 X 20000 20000 259349 171538 65285 22526 820618 586832 223340 10446 125895 83269 31691 10935 83540 58007 23078 2455 50228 50228 16568 16568 785286 747731 37555 438744 416614 15875 6255 32335 7507 22978 1850 26494 22337 4157 179230 179230 7319 6389 906 24 25896 23967 1851 78 370 370 45695 45695 5349 5349 PARTNERSHIPS 323020 323020 DUES AND SUBSCRIPTIONS 50211 19927 29376 908 MANAGEMENT INFO SYSTEMS 41094 4470 30519 6105 OTHER EXPENSES 8125 3223 4458 444 5785 391711 -385997 71 3351151 2886542 402512 62097 521237 497895 743392 419836 374933 668500 32 0 102520 29672 311722 151337 89724 160385 2438189 3529431 14855 34855 4284882 5340574 167077 260729 337344 142830 504421 403559 X 2689241 3429223 1091220 1507792 3780461 4937015 4284882 5340574 976025 180529 0 X X 0 1 X 1 0 X 2377110 2568722 2767169 3026247 4262886 15002134 2377110 2568722 2767169 3026247 4262886 15002134 5334012 9668122 63078 44159 54910 47364 70742 280253 999 2006 1471 4365 10280 19121 15301508 0.63180 0.60580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6169 6169 3344982 3351151 317558 79390 0 0 295382 278062 271541 317558 1162543 1743815 5502 16613 5330 6169 33614 73846 69516 67885 79390 290637 435956 510928 510928 23596 12264 11332 288126 139073 149053 160385 DEFERRED RENT 108983 CAPITAL LEASE PAYABLE 13847 DEFERRED COMPENSATION 20000 142830 X 7075068 180529 2481264 102667 2764460 4310608 16568 16568 4327176 5918514 2481264 102667 2583931 3334583 16568 16568 3351151 PART X, LINE 2: THE ALLIANCE FOR AGING RESEARCH(AAR) REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. AAR DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE, OR REFLECT, ANY UNCERTAIN TAX POSITIONS. AAR'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, REMAIN OPEN FOR EXAMINATION BY THE FEDERAL TAXING AUTHORITIES GENERALLY FOR THREE YEARS AFTER FILING. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES: 102,667 PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES: 102,667 ANNUAL DINNER/ROUNDTABLE EVENT 514708 512500 2208 102667 514708 512500 2208 102667 102667 -100459 0 BRIGHTFOCUS FOUNDATION 22512 GATEWAY CENTER DR CLARKSBURG MD 20871 237337229 0 10000 FMV SPONSORSHIP OF ANNUAL EVENT EVENT SPONSORSHIP 1 X X X X 0 0 0 0 0 0 0 1 0 SUSAN PESCHIN PRESIDENT AND CEO 227189 0 2828 0 0 0 9361 0 17143 0 256521 0 0 0 LINDSAY CLARKE VP OF HEALTH PROGRAMS 135572 0 3000 0 0 0 4849 0 13872 0 157293 0 0 0 PART I, LINE 7 THE ORGANIZATION PAID BONUSES AS INDICATED IN PART II. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD MAY APPOINT AN EXECUTIVE COMMITTEE AND MAY DELEGATE TO THAT COMMITTEE ALL OF THE POWERS OF THE BOARD WHEN THE BOARD IS NOT IN SESSION, EXCEPT THAT THE COMMITTEE MAY NOT HAVE THE POWER TO MAKE, AMEND OR REPEAL THE BY-LAWS, NOR TO ELECT MEMBERS OF THE BOARD. THE EXECUTIVE COMMITTEE CONSISTS OF THE BOARD CHAIR, BOARD VICE-CHAIR, AND CHAIRS FROM THE GOVERNANCE COMMITTEE, DEVELOPMENT COMMITTEE AND FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED, SIGNED, AND FILED BY THE PRESIDENT AND CEO. IT IS ALSO REVIEWED BY THE TREASURER PRIOR TO FILING, AND PROVIDED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C EACH SPRING, BOARD MEMBERS ARE ASKED ABOUT POTENTIAL CONFLICTS OF INTEREST. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE PERSON INVOLVED MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE VOTE(S) OF THE INTERESTED DIRECTOR(S) WILL NOT BE COUNTED. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD CHAIR CONVENES THE EXECUTIVE COMMITTEE ANNUALLY TO REVIEW THE PRESIDENT & CEO'S EMPLOYMENT CONTRACT AND ANNUAL SALARY. A VOTE IS CAPTURED BY EMAIL. COMPENSATION DATA BY ASAE IS REVIEWED TO DETERMINE REASONABLENESS. HIGHEST COMPENSATED EMPLOYEES' SALARY IS DETERMINED BASED ON AN ANNUAL PERFORMANCE REVIEW BY THE PRESIDENT AND CEO. COMPENSATION DATA BY ASAE IS REVIEWED TO DETERMINE COMPARABILITY AND REASONABLENESS. THE MOST RECENT YEAR IN WHICH THE PROCESS INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION WAS 2020. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON THEIR WEBSITE OR BY REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 683,781. MANAGEMENT AND GENERAL EXPENSES 37,555. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 721,336. HONORARIA: PROGRAM SERVICE EXPENSES 63,950. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 63,950. FORM 990, PAGE 12, LINE 2C: THE BOARD ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.