irs program accomplishments · form 990 part iii · fy2023
What they reported doing
- #1 primary $1.11MTHE ALLIANCE CORE PEER NAVIGATOR PROJECT IS AN INNOVATIVE AND EFFECTIVE PROGRAM WHEREBY INDIVIDUALS ARE OFFERED A HIGHLY TRAINED PEER NAVIGATOR WHO WILL ACCOMPANY THEM THROUGHOUT THE PROCESS OF AWARENESS, INTEREST, REFERRAL, ENROLLMENT AND INVOLVEMENT IN NYS COMMUNITY ORIENTED RECOVERY AND EMPOWERMENT (CORE) SERVICES.
- #2 $597KTHE ALLIANCE COLLECTIVE IS A TEAM DEDICATED TO INCREASING ORGANIZATIONAL AND PROGRAM LEVEL SYSTEMS TRANSFORMATION AMONG OMH LICENSED OR FUNDED PROGRAMS THROUGH INTENSIVE, ON-SITE TRAINING AND TECHNICAL ASSISTANCE. THE COLLECTIVE WORKS WITH AGENCY ADMINISTRATORS, PROGRAM MANAGERS AND DIRECT CARE PROFESSIONALS TO ASSIST YOU IN IMPLEMENTING RECOVERY FOCUSED EVIDENCE BASED PRACTICES. WE CREATE A LEARNING ENVIRONMENT THAT CHALLENGES MINDSET, STRENGTHENS SKILLS AND BUILDS A FOUNDATION FOR RECOVERY THROUGH THE PARTNERING OF PRACTITIONERS AND PEERS. OUR TRAINING AND TECHNICAL ASSISTANCE INITIATIVES ARE OFFERED AT YOUR SITE AND ARE INDIVIDUALIZED TO MEET YOUR SPECIFIC PROGRAM NEEDS
named programs · 6 · from sources
What they call their work
Alliance Collective
Provides on-site, individualized training and technical assistance to OMH-licensed or funded programs to implement recovery-focused, evidence-based practices.
Alliance Core Peer Navigator Project
Trained peer navigators support individuals through awareness, referral, enrollment, and involvement in NYS Community Oriented Recovery and Empowerment (CORE) services.
Educational Events
Hosts annual events including the Executive Seminar, Annual Conference, and PROS Event to disseminate best practices and systems updates to providers and service recipients.
NY Psychiatric Rehabilitation Training Academy
Offers online and in-person training for practitioners statewide in recovery-oriented services, including PROS, Adult BH HCBS, and CORE programs.
Peer Bridger Program
Peer bridgers—individuals in recovery—build supportive relationships with high-needs individuals in psychiatric hospitals to aid their recovery journey.
Systems Transformation Projects
Engages state systems and organizations in adopting recovery-oriented principles through training and technical assistance that challenge traditional mindsets and build recovery foundations.
activities · 27 groups
What they do
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Volunteer and Professional Training Programs 3 activities
- Creates regional and statewide training opportunitiesDevelops local, statewide, and regional training opportunities focused on recovery, rehabilitation, and rights for people with psychiatric disabilities, fostering knowledge exchange and skill development.
- Delivers training and technical assistance to organizationsProvides training and technical assistance to individuals and organizations in communities, psychiatric hospitals, and adult homes, including on-site support to OMH-licensed or funded programs through The Alliance Collective to implement recovery-focused, evidence-based practices.
- Operates Rehabilitation and Recovery AcademyRuns the Rehabilitation and Recovery Academy to support program staff in developing best practices for rehabilitation services and hosts community of practice events and advisory groups for peer leaders, providers, and advocates.
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Disability Rights Advocacy & Self-Advocacy Empowerment 2 activities
- Advocates for community-based services under ADACollaborates with national disability rights groups to advocate for expanded access to community-based behavioral health services under the Americans with Disabilities Act.
- Advocates for employment rights and opportunitiesAdvocates for employment rights and opportunities for individuals with mental health and substance use challenges in New York State, including supporting workforce development through policy initiatives.
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Healthcare Policy Advocacy 2 activities
- Advocates for mental health workforce investmentAdvocates for increased legislative investment in the mental health workforce through tuition reimbursement and loan forgiveness programs for public mental health and substance use professionals.
- Advocates to eliminate healthcare disparities through policyWorks to reduce healthcare disparities through long-standing policy and action focused on cultural competence, with two decades of sustained efforts to promote equity in behavioral health systems.
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Criminal Justice Policy Advocacy 2 activities
- Advocates for supportive housing and criminal justice reformAdvocates for improved access to affordable supportive housing, criminal justice reform, and increased funding for community-based behavioral health services, including passage of “Clean Slate” and “Treatment Not Jails” legislation.
- Reduced solitary confinement in NYS prisonsPartnered with coalitions to achieve legislative victories including the 2008 SHU Exclusion Act and the HALT Act, reducing and banning the use of solitary confinement for people with mental health challenges in New York State prisons and jails.
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Supportive Housing for Mental Illness 1 activity
- Advocated for housing for people with mental health challengesWorked with NYS government and coalitions over 20 years to support the provision of housing for over 40,000 New Yorkers with mental health challenges through the Office of Mental Health.
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Mental Health Education and Awareness 1 activity
- Advocates around Assisted Outpatient Treatment (Kendra’s Law)Engages in advocacy around Assisted Outpatient Treatment (AOT), commonly known as Kendra’s Law, emphasizing voluntary services and supports over mandated treatment.
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Housing Policy Advocacy & Tenant Organizing 1 activity
- Advocates for increased funding for outreach and Housing FirstAdvocates for increased legislative funding for voluntary outreach, support services programs, and Housing First supportive housing units to expand access to stable, recovery-oriented housing.
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Organizational DEI Capacity Building 1 activity
- Conducts anti-racism organizational review and educationConducted internal reviews of organizational practices, policies, and culture to identify and address racism, and provides training and education for staff and volunteers on racism, its impacts, and anti-racism strategies.
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Substance Use Policy Advocacy & Public Education 1 activity
- Consults on recovery-oriented policy and funding structuresProvides consultation to government and nonprofit agencies on embedding recovery-oriented principles into policy, funding structures, and systems transformation initiatives that challenge traditional mindsets and strengthen collaborative practices.
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Leadership & Policy Dialogue Forums 1 activity
- Convenes Legislative Day for mental health policy changeHosts an annual Legislative Day event that brings together mental health activists and professionals to discuss strategies for policy change and engage in collective advocacy efforts.
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Peer-Led Mental Health Support Groups 1 activity
- Delivers peer support services in psychiatric hospitals and community settingsProvides direct peer support through the Peer Bridger Program, matching trained peer bridgers with high-need individuals in state psychiatric hospitals and managed care organizations to build supportive relationships and facilitate recovery. Also operates the Alliance Core Peer Navigator Project, offering peer navigators who guide individuals through awareness, referral, enrollment, and involvement in New York State CORE services.
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Justice System Innovation & Inclusion Programs 1 activity
- Designs peer support roles in justice and crisis systemsDesigns and implements peer support roles within justice and crisis response systems, including in jails, courts, emergency teams, and INSET Peer-Led Engagement Teams, to enhance recovery-oriented responses.
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Healthcare Workforce Training & Career Pathways 1 activity
- Develops workforce strategies for peer and behavioral health staffCreates workforce development strategies that include career ladders, supervision models, and certification support to grow and retain qualified peer and behavioral health staff.
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Policy Advocacy & Research 1 activity
- Distributes advocacy toolkits and policy briefingsProduces and distributes exclusive advocacy toolkits and policy briefings to members to strengthen their capacity to engage in effective policy advocacy.
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Organizational Newsletter Production and Distribution 1 activity
- Distributes policy and advocacy communicationsProduces and distributes The Alliance Daily e-news to over 7,000 individuals and groups, providing updates on advocacy opportunities, events, policy initiatives, and funding. Also issues real-time breaking news alerts on public policy and upcoming events.
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Industry Advocacy and Regulatory Engagement 1 activity
- Enables member-driven public policy agendaFacilitates participatory input from members to shape a collective public policy agenda and provides direct access to state and federal government officials, agencies, legislators, and allied coalitions.
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Professional Conference & Symposium Organization 1 activity
- Hosts annual national conference and related eventsPlans and organizes an annual national conference—such as the 44th Annual Conference titled “Our Movement, Our Moment” at the Albany Marriott in 2025—as well as the Executive Seminar and PROS Event, featuring expert speakers and sessions on best practices, system changes, and wellness topics for providers and service recipients.
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Community Health Equity Initiatives 1 activity
- Implements Waiver Community Connection InitiativeImplements the Waiver Community Connection Initiative to support New York’s Health Equity Reform 1115 Medicaid Waiver, aiming to reduce health disparities by strengthening community-based behavioral health services and stakeholder engagement.
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Member-Exclusive Resource Access 1 activity
- Maintains library of reports and model practicesMaintains and provides access to a growing library of reports, toolkits, and model practices for members, and publishes an annual digital report titled “Members Making Change” highlighting member achievements.
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Leadership Development Programs 1 activity
- Offers leadership development programsProvides a 6-month leadership development course for organizational leaders and operates statewide and regional Leadership Institutes to train emerging behavioral health leaders in leadership, supervision, and systems collaboration.
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Professional Membership and Association Benefits 1 activity
- Offers member benefits including event discounts and recognitionProvides discounted registration to the Annual Conference, Executive Seminar, and Recovery & Rehabilitation Academy for members. Enables members to apply for presentation opportunities, nominate peers for awards, and features them in spotlights, newsletters, and highlight communications.
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Self-Directed Disability Support Services 1 activity
- Operates self-directed care pilot programsRuns two pilot programs for self-directed care—Independent Living in the Hudson Valley and Community Access in NYC—through member organizations, enabling individuals to direct their own recovery and support services.
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Advance Care Planning Support 1 activity
- Provides access to and training on psychiatric advance directivesOffers information and training on psychiatric advance directives to help individuals state their treatment preferences ahead of mental health crises, with nearly 20 years of ongoing service delivery.
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Professional Training and Certification in Mental Health 1 activity
- Provides statewide professional training and developmentOffers training and professional development to over 7,500 professionals in psychiatric rehabilitation and recovery-oriented practices through the NY Psychiatric Rehabilitation Training Academy and other initiatives, including online and in-person formats.
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Transportation Policy Advocacy & Infrastructure Reform 1 activity
- Secured major transportation and Medicaid policy victoriesPlayed a central role in advocating for the MTA Half-Fare program and the Medicaid Buy-In for Working People with Disabilities in 2003, enabling tens of thousands of New Yorkers with disabilities to access public transportation and employment supports.
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Psychiatric Rehabilitation and Recovery Services 1 activity
- Supports community transitions using the Peer Bridger ModelFacilitates the transition of individuals from institutional to community-based settings using the Peer Bridger Model, which has supported over 2,500 New Yorkers from five NYS psychiatric hospitals and has been replicated nationally to support tens of thousands more.
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Uncategorized 2 activities
- Provides technical assistance for sustainable behavioral health programsOffers technical assistance to states, providers, and peer-run organizations across multiple U.S. states and territories to design and launch sustainable behavioral health programs, including hospital-to-community transitions and integration of peer support into Certified Community Behavioral Health Clinics.
- Shares policy outcomes and budget analysisShares analysis and outcomes related to Governor Kathy Hochul's state budget investments in mental health and recovery services to inform stakeholders and track progress.
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financials · form 990 · fy2023
revenue
Total revenue$4.99M
Contributions & grants$4.41M88%
Program service revenue$491K10%
Investment income$89K2%
Other revenue$7K
expenses
Total expenses$5.04M
Program expenses87%
Admin / overhead13%
Fundraising0%
Salaries & benefits$2.57M
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$6.09M
Cash$557K
Investments$5.17M
Liabilities$5.85M
Net assets$241K
Liquid reserves13.6 mo
3 years on record · 2020–2023 · YoY revenue +109.8%
leadership · form 990 part vii · fy2023
Who runs it
paid leadership · 2
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| HARVEY ROSENTHAL | EXECUTIVE DI | 40 | $205K |
| LEONARD STATHAM | C.O.O. | 40 | $143K |
board members · 23
- ADAM SELON — DIRECTOR
- ALISON CARROLL — DIRECTOR
- BRANDON CAMPBELL — DIRECTOR
- CAMERON FARASH — DIRECTOR
- CARLA RABINOWITZ — DIRECTOR
- DILLON BROWNE — DIRECTOR
- ELISE DIAMOND — DIRECTOR
- JEFF MCQUEEN — SECRETARY
- JEREMY REULING — CO-PRESIDENT
- JUDY DUBOIS — DIRECTOR
- KRISTA ZANFARDINO — DIRECTOR
- LUIS LOPEZ — DIRECTOR
- MAGALY POLO — DIRECTOR
- MARGUERITE GAYLE — IMMED. CO-PR
- NANCY SINGH — TREASURER
- ROBYN KRUEGER — DIRECTOR
- SHANNON HIGBEE — DIRECTOR
- SHERON MILLINER — DIRECTOR
- SKIP SKIPPER — DIRECTOR
- TAINA LAING — CO-PRESIDENT
- THERESA HALL — DIRECTOR
- TRACI PLOUFE — IMMED. CO-PR
- TRESSA ROSSI — DIRECTOR
relationships · 22
Who they work with
- Campaign for Alternatives to Solitary Confinement Partner — Collaborated to pass the HALT Act, banning solitary confinement for people with mental health challenges in NYS prisons and jails.
- Community Access in NYC Partner — Operates a pilot program for self-directed care under The Alliance for Rights and Recovery.
- Cultural Competence Committee Partner — Committee guiding the organization’s work on cultural competence and anti-racism across New York.
- Daniella Labate-Covelli Partner — Vice President of Recovery and Rehabilitation Training with expertise in training design and systems innovation.
- Ellen Healion Partner — Director of Peer Services and national expert in peer program development and trauma-informed recovery practices.
- Faces and Voices Partner — Partners with Faces and Voices to urge advocates to respond to federal health policy opportunities.
- Fordham University Partner — Shares research and survey opportunities conducted by a team at Fordham University.
- GW Milken Institute School of Public Health Partner — Highlights contributions and insights from Alison Barkoff of the GW Milken Institute School of Public Health.
- InUnity Alliance Partner — Recognizes and promotes reports from InUnity Alliance on recovery community issues.
- Independent Living in the Hudson Valley Partner — Operates a pilot program for self-directed care under The Alliance for Rights and Recovery.
- Legislature Government — Advocacy target for securing funding and passing legislation related to supportive housing, criminal justice reform, and mental health workforce investment.
- Len Statham Partner — Chief Operating Officer providing leadership in peer workforce development and organizational transformation.
- Managed Care Companies in New York State Partner — Contracts directly with managed care organizations to deliver peer support services.
- NYAPRS Partner — Collaborates on employment policy advocacy for individuals with mental health and substance use challenges in New York State.
- New York Council of Nonprofits Partner — Provides exclusive member resources through partnership with the Alliance for Rights and Recovery.
- New York Health Equity Reform 1115 Medicaid Waiver Government — Partners with the 1115 Medicaid Waiver initiative to reduce health disparities and expand access to services for Medicaid members.
- New York Lawyers for the Public Interest Partner — Encourages participation in surveys and initiatives led by New York Lawyers for the Public Interest.
- New York Psychiatric Rehabilitation Training Academy Network — Operates as a training resource within the Alliance for Rights and Recovery for professionals in psychiatric rehabilitation.
- New York Psychiatric Rehabilitation Training Academy Network — Training arm of the Alliance focused on building psychiatric rehabilitation skills among professionals.
- Office of Mental Health (OMH) Government — Provides training and technical assistance to OMH licensed or funded programs through The Alliance Collective.
- POWER Coalition Partner — Collaborates with the POWER Coalition to call for justice in response to systemic inequities.
- Shannon Higbee Partner — Chief Strategy Officer leading national projects in peer-led service capacity and systems change.
strategies · 4
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Grassroots and Coalition-Based Advocacy for Rights and Policy Changemethodology: grassroots_advocacyBy uniting grassroots activists, peer providers, and allies in community-driven advocacy, the organization advances policy reform and reduces stigma, because collective action centered on lived experience drives more just and effective systems.
- Peer-Driven Recovery Modelmethodology: peer-driven_recoveryBy leveraging lived experience through peer support, the organization increases engagement and improves recovery outcomes, because shared experience builds trust and models achievable recovery.
- Recovery-Oriented Systems Transformationmethodology: recovery-oriented_systems_changeBy embedding recovery principles into systems and organizations through training and technical assistance, the organization shifts care from diagnosis-focused to person-centered models, because systemic change rooted in lived experience produces more effective and humane services.
- Self-Determination as Foundation for Recoverymethodology: self-determination_in_recoveryBy centering personal choice and autonomy—through tools like Psychiatric Advance Directives and person-centered planning—the organization supports dignity and sustained recovery, because individuals are more likely to engage and thrive when they control their own recovery paths.