HEALTH ADVOCATES FOR OLDER PEOPLE INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH ADVOCATES FOR OLDER PEOPLE INC (EIN 13-4165807)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-23
- IRS object ID
- 202402979349300340
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-23T19:14:20-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133628255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDON O'MEARA MCGINTY & DONNELLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA 7TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134165807 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH ADVOCATES FOR OLDER PEOPLE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 2129801700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 LEXINGTON AVENUE SUITE 300 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10170 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA M HARTLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2129801700 | PhoneNum |
| Signature | 2024-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEXANDER LAZZARUOLO | PreparerPersonNm |
| PTIN | P01775353 | PTIN |
| Phone | 2126617777 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GARY G HEINZE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 LEXINGTON AVENUE SUITE 300 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10170 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,006,419 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HAFOP.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | PROMOTE SAFE & HEALTHY AGING THROUGH PROGRAMS DESIGNED TO FACILITATE INDEPENDENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 70 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $462,260 | PYContributionsGrantsAmt |
| CY Contributions Grants | $463,171 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $124,461 | PYInvestmentIncomeAmt |
| CY Investment Income | $116,481 | CYInvestmentIncomeAmt |
| PY Other Revenue | $142,707 | PYOtherRevenueAmt |
| CY Other Revenue | $139,536 | CYOtherRevenueAmt |
| PY Total Revenue | $729,428 | PYTotalRevenueAmt |
| CY Total Revenue | $719,188 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $378,342 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $440,853 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $211,846 | PYOtherExpensesAmt |
| CY Other Expenses | $214,131 | CYOtherExpensesAmt |
| PY Total Expenses | $590,188 | PYTotalExpensesAmt |
| CY Total Expenses | $654,984 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $139,240 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $64,204 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,858,247 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,069,170 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,122 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,612 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,840,125 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,047,558 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF HEALTH ADVOCATES IS TO PROMOTE SAFE AND HEALTHY AGING THROUGH PROGRAMS DESIGNED TO FACILITATE INDEPENDENT LIVING, PHYSICAL WELLBEING AND GREATER SOCIAL INTERACTION FOR BOTH WOMEN AND MEN. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $577,619 | ExpenseAmt |
| Desc | SOCIAL ENGAGEMENT OPPORTUNITIES AND FRIENDSHIP: WEEKLY PRESENTATIONS AND ACTIVITIES INCLUDING: NUTRITION FOR AGING, HEALTH SEMINARS, WRITING WORKSHOPS, ONE-ON-ONE TECHNOLOGY TUTORING, DANCE, TRIPS TO CULTURAL INSTITUTIONS AND MUSEUMS, TED TALK PRESENTATIONS WITH DISCUSSION, POKER/BRIDGE/SCRABBLE//RUMMIKUB GATHERINGS, MEET THE AUTHOR PRESENTATIONS, HARMONICA LESSONS, AND WALKING GROUPS ALL PROVIDE OPPORTUNITIES TO BE WITH OTHER PEOPLE AND ENJOY ACTIVITIES TOGETHER. THESE PROGRAMS BUILD FRIENDSHIPS AND ENGAGEMENT AND HELP ALLEVIATE LONELINESS. | Desc |
| Total Program Service Expenses | $577,619 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY HOUGHTONTHE ORG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129801700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 LEXINGTON AVENUE SUITE 300 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10170 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| GARY HEINZE | ||||||
| PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KIMBERLY WITTMER | ||||||
| 1ST VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT SCHAEFFER | ||||||
| 2ND VP | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEPHTHA TAUSIG-EDWARDS | ||||||
| 3RD VP | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LINDA HARTLEY | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LAURA REID | ||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BEATRICE BARDIN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PEGGY ANNE DINEEN | ||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |
| DANIELLE DINEEN EARLS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA GIRARDI | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD JOHNSON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD KROHN | ||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE MCKINLEY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MELISSA RICHARDS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID ROWE | ||||||
| BOARD MEMBER | 6.00 | Yes (X) | $0 | $0 | $0 | |
| NICHOLAS SORENSEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEONARD VAN LOWE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CESAR VERA | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GWENDOLEN WADE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARGUERITE YATES | ||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY HOUGHTON | ||||||
| EXECUTIVE DIRECTOR | 60.00 | Yes (X) | $107,215 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $107,215 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $75,000 | FundraisingAmt |
| Government Grants | $47,294 | GovernmentGrantsAmt |
| All Other Contributions | $340,877 | AllOtherContributionsAmt |
| Total Contributions | $463,171 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,347 | TotalRevenueColumnAmt |
| Exclusion | $63,347 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,279,231 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,226,097 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $53,134 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,134 | TotalRevenueColumnAmt |
| Exclusion | $53,134 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $200,670 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $75,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $61,134 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $139,536 | TotalRevenueColumnAmt |
| Exclusion | $139,536 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $719,188 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $256,017 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,215 | TotalAmt |
| Program Services | $107,215 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,621 | TotalAmt |
| Program Services | $255,621 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,502 | TotalAmt |
| Program Services | $41,734 | ProgramServicesAmt |
| Management And General | $9,768 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,515 | TotalAmt |
| Program Services | $26,515 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,595 | TotalAmt |
| Program Services | $17,211 | ProgramServicesAmt |
| Management And General | $8,384 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,817 | TotalAmt |
| Management And General | $19,817 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,063 | TotalAmt |
| Program Services | $47,852 | ProgramServicesAmt |
| Management And General | $17,211 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,884 | TotalAmt |
| Program Services | $29,664 | ProgramServicesAmt |
| Management And General | $220 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,411 | TotalAmt |
| Management And General | $8,411 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,536 | TotalAmt |
| Program Services | $40,536 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,738 | TotalAmt |
| Program Services | $3,738 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,513 | TotalAmt |
| Management And General | $7,513 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304 | TotalAmt |
| Program Services | $304 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Total | $13,270 | TotalAmt |
| Program Services | $7,229 | ProgramServicesAmt |
| Management And General | $6,041 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $654,984 | TotalAmt |
| Program Services | $577,619 | ProgramServicesAmt |
| Management And General | $77,365 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $407,281 | BOYAmt |
| EOY | $366,383 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $27,500 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,310 | BOYAmt |
| EOY | $8,879 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,429,666 | BOYAmt |
| EOY | $2,655,418 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,990 | BOYAmt |
| EOY | $10,990 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,858,247 | BOYAmt |
| EOY | $3,069,170 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,122 | BOYAmt |
| EOY | $21,612 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,122 | BOYAmt |
| EOY | $21,612 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,745,361 | BOYAmt |
| EOY | $2,944,173 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,764 | BOYAmt |
| EOY | $103,385 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,840,125 | BOYAmt |
| EOY | $3,047,558 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,858,247 | BOYAmt |
| EOY | $3,069,170 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $64,204 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $143,229 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $298,805 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $238,676 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $569,834 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $462,260 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $463,171 | CurrentTaxYearAmt |
| Total | $2,032,746 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $298,805 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $238,676 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $569,834 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $462,260 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $463,171 | CurrentTaxYearAmt |
| Total | $2,032,746 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $87,612 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,945,134 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,143 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,854 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,160 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $72,136 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,347 | CurrentTaxYearAmt |
| Total | $288,640 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,550 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,389 | CurrentTaxYearMinus3YearsAmt |
| Total | $15,939 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,337,325 | TotalSupportAmt |
| Public Support CY170 | 0.83220 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66130 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2019 AMOUNT: $ 7,550. 2020 AMOUNT: $ 8,389. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $249,535 | BeginningYearBalanceAmt |
| Contributions | $307,091 | ContributionsAmt |
| Other Expenditures | $298,470 | OtherExpendituresAmt |
| End Year Balance | $258,156 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $232,208 | BeginningYearBalanceAmt |
| Contributions | $370,312 | ContributionsAmt |
| Other Expenditures | $352,985 | OtherExpendituresAmt |
| End Year Balance | $249,535 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $243,114 | BeginningYearBalanceAmt |
| Contributions | $223,973 | ContributionsAmt |
| Other Expenditures | $234,879 | OtherExpendituresAmt |
| End Year Balance | $232,208 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $211,525 | BeginningYearBalanceAmt |
| Contributions | $178,600 | ContributionsAmt |
| Other Expenditures | $147,011 | OtherExpendituresAmt |
| End Year Balance | $243,114 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $191,625 | BeginningYearBalanceAmt |
| Contributions | $118,151 | ContributionsAmt |
| Other Expenditures | $98,251 | OtherExpendituresAmt |
| End Year Balance | $211,525 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $903,734 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $143,229 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $61,134 | OtherRevenueAmt |
| Revenue Not Reported | $204,363 | RevenueNotReportedAmt |
| Revenue Subtotal | $699,371 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $19,817 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $19,817 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $719,188 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $696,301 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $61,134 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $61,134 | ExpensesNotReportedAmt |
| Expenses Subtotal | $635,167 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $19,817 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $19,817 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $654,984 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | HEALTH ADVOCATES ESTABLISHED A FUND TO PROVIDE LONG TERM FINANCIAL STABILITY AND UNDERPINNING FOR THE ORGANIZATION AND MISSION OF HEALTH ADVOCATES. THIS ENDOWMENT FUND WILL BENEFIT COMMUNITY SENIORS BY SUPPORTING WELLNESS PROGRAMS THAT PROVIDE BALANCE AND STRENGTH, AND TO GIVE SENIORS THE TOOLS, TECHNIQUES AND SUPPORT TO AGE WITH VITALITY AND INDEPENDENCE IN THEIR OWN HOMES. THE BALANCE OF THE BOARD DESIGNATED-ENDOWMENT FUND WAS $154,771 AT DECEMBER 31, 2022 AND DECEMBER 31, 2021. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | GROSS-UP OF SPECIAL EVENT 61,134. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | GROSS-UP OF SPECIAL EVENT EXPENSES 61,134. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $226,088 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $75,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $151,088 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $48,384 | FoodAndBeverageEvent1Amt |
| Event2 | JAZZ | Event2Nm |
| Gross Receipts Event2 | $49,582 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $49,582 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $12,750 | FoodAndBeverageEvent2Amt |
| Gross Receipts Total | $275,670 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $75,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $200,670 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $61,134 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $61,134 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $139,536 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING, THE FORM 990 WAS MADE AVAILABLE TO ALL BOARD MEMBERS FOR THEIR REVIEW AND COMMENTS. THE BOARD'S PRESIDENT AND TREASURER COMPLETED THE FINAL REVIEW OF THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER IS REQUIRED TO COMPLETE A MANAGEMENT PERSON DISCLOSURE STATEMENT ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION IS DETERMINED BY USING COMPARABILITY SURVEYS OF COMPENSATION FROM SIMILAR ORGANIZATIONS RECEIVED BY THE OUTSIDE ACCOUNTANTS, WHICH IS APPROVED BY THE BOARD. THE EXECUTIVE DIRECTOR ALONG WITH THE BOARD DETERMINE COMPENSATION FOR OTHERS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
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