2024-09-06T10:13:32-05:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 134014982 GRANTMAKERS IN AGING INC GRAN 7034130413 333 MAMARONECK AVENUE 238 WHITE PLAINS NY 10605 LINDSAY GOLDMAN CEO 7034130413 2024-09-06 1 0 ELIZABETH W HELLER P00397829 3019519090 2023 2024-08-08 14:25:15Z LINDSAY GOLDMAN 333 MAMARONECK AVENUE 238 WHITE PLAINS NY 10605 2208858 0 X WWW.GIAGING.ORG X 1998 NY SEE PART III, LINE 1. 14 14 5 20 0 0 1148526 1418479 466222 585845 5939 31167 214 630 1620901 2036121 286352 306174 0 0 632006 694227 0 0 158792 809333 907945 1727691 1908346 -106790 127775 2328704 2481115 257386 230318 2071318 2250797 GIA IS A MEMBERSHIP ASSOCIATION OF FUNDERS MOBILIZING MONEY AND IDEAS TO STRENGTHEN POLICIES, PROGRAMS, AND RESOURCES FOR ALL OF US AS WE AGE. 0 0 1331401 306174 585845 AS THE HUB OF THE AGING PHILANTHROPY ECOSYSTEM, GIA FACILITATES CONNECTION, COLLABORATION, AND CO-FUNDING. WE DEVELOP AND DISSEMINATE CONTENT AND PROVIDE DUES-PAYING MEMBERS WITH NETWORKING OPPORTUNITIES. IN 2023, WE SERVED 141 MEMBER ORGANIZATIONS. WE HAD 1,585 ENGAGEMENTS THROUGH 1:1 CONSULTATIONS (522), MEMBER MEETUPS (326) AND WEBINARS OPEN TO THE GENERAL PUBLIC (305), AND FUNDERS COMMUNITY MEETINGS (432). AN ADDITIONAL 250 INDIVIDUALS ATTENDED OUR ANNUAL CONFERENCE. WE PUBLISHED THREE FUNDERS GUIDES AND 8 NEWSLETTERS. IN 2023, WE COMPLETELY REDESIGNED, REDEVELOPED, AND RELAUNCHED OUR WEBSITE. 1331401 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X LINDSAY GOLDMAN 7034130413 333 MAMARONECK AVENUE 238 WHITE PLAINS NY 10605 ANDREW LEVACK CHAIR 2.00 X X 0 0 0 PEGGY MAGUIRE VICE-CHAIR 2.00 X X 0 0 0 JASMINE LACSAMANA SECRETARY 2.00 X X 0 0 0 AMBER SLICHTA TREASURER 2.00 X X 0 0 0 RENEE ESPINOZA DIRECTOR 2.00 X 0 0 0 PHILLIP GONZALEZ DIRECTOR 2.00 X 0 0 0 NEEL HAJRA DIRECTOR 2.00 X 0 0 0 JOSH HODGES DIRECTOR 2.00 X 0 0 0 KELLY KENT DIRECTOR 2.00 X 0 0 0 LIVIA LAM DIRECTOR 2.00 X 0 0 0 TIM LASH DIRECTOR 2.00 X 0 0 0 DIANNE OLIVER DIRECTOR 2.00 X 0 0 0 ANNE POSNER DIRECTOR 2.00 X 0 0 0 RIGO SABORIO DIRECTOR 2.00 X 0 0 0 LINDSAY GOLDMAN CHIEF EXECUTIVE OFFICER 40.00 X 266160 0 5323 EMILY HINSEY DIRECTOR OF PROGRAMS 40.00 X 113781 0 4611 MARIA GONZALES JACKSON DIR. OF KNOWLEDGE MGMT - TIL 12/2023 40.00 X 107175 0 2454 487116 0 12388 3 0 1 0 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 ACCOUNTING SERVICES 107078 1 1418479 1418479 MEMBERSHIP DUES 900099 379325 379325 REGISTRATION FEES 900099 181645 181645 PROGRAM SERVICES 900099 24875 24875 585845 31698 31698 172206 172737 -531 -531 -531 HONORARIUM 900099 360 360 TAX REFUND 900099 270 270 630 2036121 585845 0 31797 X 306174 306174 271483 149316 122167 319559 177991 40009 101559 9700 5392 1703 2605 55140 30537 15042 9561 38345 21236 10460 6649 3675 1669 1172 834 124692 124692 1242 1242 192057 140462 30140 21455 8072 3940 2992 1140 46581 24929 12878 8774 52883 20492 31791 600 442236 432714 8569 953 9807 5432 2675 1700 5109 1951 2671 487 DUES AND SUBSCRIPTIONS 15693 5993 8205 1495 PAYROLL PROCESSING FEES 3408 1887 930 591 BENEFIT ADMINISTRATION 1650 914 450 286 MISCELLANEOUS 484 236 179 69 356 136 186 34 1908346 1331401 418153 158792 1314304 216096 722794 764360 236000 578751 0 69596 3675 16174 340146 193022 44431 147124 0 661514 7500 27500 2328704 2481115 110565 91039 146821 139279 257386 230318 X 1358071 1477464 713247 773333 2071318 2250797 2328704 2481115 127775 51704 0 X 0 1 X 1 0 X 1796496 1281834 1413806 1148526 1418479 7059141 1796496 1281834 1413806 1148526 1418479 7059141 3201385 3857756 3189 2066 1738 5939 31698 44630 1162 10614 2455 214 630 15075 7118846 1793044 0.54190 0.58590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10573 5580 4993 329573 187442 142131 147124 2098583 51704 12000 63704 2034879 1242 1242 2036121 1919104 12000 12000 1907104 1242 1242 1908346 1 NATIONAL ALLIANCE FOR CAREGIVING 1730 RHODE ISLAND AVENUE NW SUITE 812 WASHINGTON DC 20036 521931357 501(C)(3) 154000 0 CHANGING CARE CONVERSION PROJECT UNIVERSITY OF MASSACHUSETTS 18 MARSTON HALL AMHERST MA 01003 043167352 115 26304 0 RESEARCH PROJECT AGEOPTIONS 1048 LAKE STREET SUITE 300 OAK PARK IL 60301 362806193 501(C)(3) 8000 0 CHANGING CARE CONVERSION PROJECT AGING SERVICES COUNCIL OF CENTRAL TEXAS 6800 BURLESON ROAD BUILDING 310 SUITE 165 AUSTIN TX 78744 742431028 501(C)(3) 8000 0 CHANGING CARE CONVERSION PROJECT ARIZONA CAREGIVER COALITION 1812 W MONROE STREET PHOENIX AZ 85007 465295415 501(C)(3) 8000 0 CHANGING CARE CONVERSION PROJECT FAMILY CAREGIVER COLLABORATIVE (UTAH) 10 SOUTH 2000 EAST SALT LAKE CITY UT 84112 876000525 115 8000 0 CHANGING CARE CONVERSION PROJECT HAWAII FAMILY CAREGIVER COALITION 2630 OAHU AVENUE HONOLULU HI 96822 812079977 501(C)(3) 8000 0 CHANGING CARE CONVERSION PROJECT NEW YORK STATE CAREGIVING AND RESPITE 1900 SOUTH CLINTON AVENUE ROCHESTER NY 14618 133861378 115 8000 0 CHANGING CARE CONVERSION PROJECT NORTH CAROLINA COALITION ON AGING PO BOX 12762 RALEIGH NC 27606 550909173 501(C)(3) 8000 0 CHANGING CARE CONVERSION PROJECT SOUTHEAST MICHIGAN SENIOR REGIONAL COLLABORATIVE 6900 MCGRAW AVENUE DETROIT MI 48210 813546780 501(C)(3) 8000 0 CHANGING CARE CONVERSION PROJECT USC FAMILY CAREGIVING SUPPORT CENTER 3715 MCCLINTOCK AVENUE LOS ANGELES CA 90089 951642394 501(C)(3) 8000 0 CHANGING CARE CONVERSION PROJECT WISCONSIN AGING ADVOCACY NETWORK 1414 MACARTHUR ROAD MADISON WI 53714 391204540 501(C)(3) 8000 0 CHANGING CARE CONVERSION PROJECT 12 0 PART I, LINE 2: ALL GRANTS ARE MONITORED EITHER BY EMPLOYEES OR INDEPENDENT CONTRACTORS. ALL GRANTEES ARE REQUIRED TO PROVIDE INTERIM AND FINAL REPORTS. MOST GRANTS HAVE 10% OF THE FUNDS WITHHELD, PENDING FINAL REPORTING. MONITORS MAINTAIN ON-GOING COMMUNICATION WITH GRANTEES CONTINUOUSLY THROUGHOUT THE LIFE OF THE GRANT. X X X 0 0 0 0 0 0 0 1 0 LINDSAY GOLDMAN CHIEF EXECUTIVE OFFICER 250560 0 15000 0 600 0 5323 0 0 0 271483 0 0 0 PART I, LINE 7 THE FOLLOWING PERSONS LISTED ON PART VII, SECTION A RECEIVED NON-FIXED BONUSES BASED ON MERIT: LINDSAY GOLDMAN - $15,000 EMILY HINSEY - $5,000 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN GRANTMAKERS IN AGING IS OPEN TO ANY GRANTMAKING INSTITUTION, PRIVATE FOUNDATION OR DONOR INTERESTED IN ISSUES OF AGING. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY GIA'S AUDIT FIRM AND IS REVIEWED BY GIA STAFF, OUTSOURCED ACCOUNTANTS, AND THE AUDIT COMMITTEE. PRIOR TO FILING, A COPY OF THE 990 WAS MADE AVAILABLE TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C BOARD AND STAFF ANNUALLY COMPLETE A CONFLICT OF INTEREST FORM. IN CASE OF A CONFLICT OR THE APPEARANCE THEREOF, IT IS THE RESPONSIBILITY OF THE GIA BOARD, COMMITTEE OR STAFF MEMBER TO DISCLOSE THE CONFLICT PRIOR TO MAKING ANY RELATED DECISION. ONCE A DISCLOSURE HAS BEEN MADE IN CASES INVOLVING THE BOARD OR COMMITTEES, THE REMAINING BOARD OR COMMITTEE MEMBERS DETERMINE WHETHER OR NOT THERE IS A POTENTIAL CONFLICT OF INTEREST. IN THE CASE INVOLVING STAFF, THE GIA PRESIDENT (OR, IF THE PRESIDENT HAS THE POTENTIAL OF CONFLICT, THE BOARD) DETERMINES WHETHER OR NOT THERE IS POTENTIAL CONFLICT OF INTEREST. FOR THE BOARD AND COMMITTEES, IF A CONFLICT OF INTEREST IS PRESENT, THE DIRECTOR OR COMMITTEE MEMBER INVOLVED DOES NOT VOTE, BUT REMAINS IN THE ROOM TO ANSWER QUESTIONS OF A FACTUAL NATURE THAT MAY ASSIST THE BOARD OR COMMITTEE IN ITS DELIBERATIONS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS DETERMINED BY THE EXECUTIVE COMMITTEE AND REVIEWED BY THE CHAIRMAN. COMPARABLE DATA WAS USED IN THE PROCESS AND A DELIBERATION WAS CONDUCTED AND DOCUMENTED IN THE BOARD MINUTES. THE LAST COMPENSATION REVIEW TOOK PLACE IN DECEMBER 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G PROGRAM CONSULTANTS: PROGRAM SERVICE EXPENSES 97,542. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 97,542. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 20,267. MANAGEMENT AND GENERAL EXPENSES 14,232. FUNDRAISING EXPENSES 10,130. TOTAL EXPENSES 44,629. COMMUNICATION CONSULTANTS: PROGRAM SERVICE EXPENSES 12,307. MANAGEMENT AND GENERAL EXPENSES 8,643. FUNDRAISING EXPENSES 6,152. TOTAL EXPENSES 27,102. ENCORE FELLOWS AND FINANCE MGR: PROGRAM SERVICE EXPENSES 6,794. MANAGEMENT AND GENERAL EXPENSES 4,771. FUNDRAISING EXPENSES 3,397. TOTAL EXPENSES 14,962. HR CONSULTANTS: PROGRAM SERVICE EXPENSES 3,552. MANAGEMENT AND GENERAL EXPENSES 2,494. FUNDRAISING EXPENSES 1,776. TOTAL EXPENSES 7,822.