AGING IN AMERICA INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
AGING IN AMERICA INC (EIN 13-6126508)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-09
IRS object ID
202342829349301259
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2023-10-09T13:33:39-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN872525370PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CITRIN COOPERMAN ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1290 W MT PLEASANT AVENUE 3310AddressLine1Txt
CityLIVINGSTONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07039ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136126508EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AGING IN AMERICABusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAGINBusinessNameControlTxt
Phone9142055030PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12975 WESTCHESTER AVENUE 114AddressLine1Txt
CityPURCHASECityNm
State AbbreviationNYStateAbbreviationCd
ZIP10577ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDR WILLIAM T SMITH PHDPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone9142055030PhoneNum
Signature2023-10-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDRPersonFirstNm
Person LastWILLIAM T SMITH PHDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAULA VUKSICPreparerPersonNm
PTINP00360739PTIN
Phone9732180500PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDR WILLIAM T SMITH PHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12975 WESTCHESTER AVENUE 114AddressLine1Txt
CityPURCHASECityNm
State AbbreviationNYStateAbbreviationCd
ZIP10577ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,090,610GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AGINGINAMERICA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1963FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionAGING IN AMERICA, INC. PROVIDES INDIVIDUALS, FAMILIES, AND CAREGIVERS THE ASSISTANCE AND SUPPORT THEY NEED TO LIVE, WORK AND REMAIN A VITAL PART OF THEIR COMMUNITIES.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers1TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$54,504PYContributionsGrantsAmt
CY Contributions Grants$3,500CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,937,823PYInvestmentIncomeAmt
CY Investment Income$205,031CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$736CYOtherRevenueAmt
PY Total Revenue$1,992,327PYTotalRevenueAmt
CY Total Revenue$209,267CYTotalRevenueAmt
PY Grants And Similar Paid$111,807PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$134,500CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$610,661PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$645,622CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$385,882PYOtherExpensesAmt
CY Other Expenses$351,882CYOtherExpensesAmt
PY Total Expenses$1,108,350PYTotalExpensesAmt
CY Total Expenses$1,132,004CYTotalExpensesAmt
PY Revenues Less Expenses$883,977PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$922,737CYRevenuesLessExpensesAmt
Total Assets BOY$35,503,050TotalAssetsBOYAmt
Total Assets EOY$28,616,694TotalAssetsEOYAmt
Total Liabilities BOY$313,960TotalLiabilitiesBOYAmt
Total Liabilities EOY$431,463TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$35,189,090NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$28,185,231NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROVIDE INDIVIDUALS, FAMILIES AND CAREGIVERS, THE SUPPORT AND ASSISTANCE THEY NEED TO LIVE, WORK AND REMAIN A VITAL PART OF THEIR COMMUNITIES. THE ORGANIZATION'S MISSION HAS EVOLVED TO INSPIRE INNOVATION THAT EMPOWERS, GUIDES, EDUCATES, AND SUPPORTS THOSE INDIVIDUALS AND ORGANIZATIONS FACED WITH THE CHALLENGES AND OPPORTUNITIES OF AGING.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$134,500ExpenseAmt
Grant$134,500GrantAmt
DescAGING IN AMERICA (AIA) AND ITS RELATED ENTITIES SPONSORED NUMEROUS PROGRAMS TO PROMOTE OR IMPROVE HEALTH; FACILITATE ACCESS TO CARE; NURTURE INNOVATION; PROVIDE FINANCIAL ASSISTANCE, AND HELP TO PREPARE FUTURE LEADERS IN THE FIELD OF AGING SERVICES. AIA AND ITS RELATED ENTITIES SERVED FRAIL ELDERLY PERSONS WITH DIVERSIFIED PROGRAMMING AIMED AT INCREASING SELF-ESTEEM,SELF-RELIANCE AND ENHANCING EACH PERSON'S SENSE OF FREEDOM AND DIGNITY.Desc
Total Program Service Expenses$134,500TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MILTON GUTMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9142055030PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12975 WESTCHESTER AVENUE SUITE 114AddressLine1Txt
CityPURCHASECityNm
State AbbreviationNYStateAbbreviationCd
ZIP10577ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
KATHARINE M WEISS
CHAIR1.006.00Yes (X)Yes (X)$0$0$0
DOUGLAS HOFFMAN
VICE CHAIR1.002.00Yes (X)Yes (X)$0$0$0
NEAL BAUMANN
TREASURER1.003.00Yes (X)Yes (X)$0$0$0
RICHARD H ALTERI PHD
SECRETARY1.002.00Yes (X)Yes (X)$0$0$0
CARLTON L MITCHELL
TRUSTEE1.001.00Yes (X)$0$0$0
KATHLEEN PRITCHARD
TRUSTEE1.001.00Yes (X)$0$0$0
DR LYNN M TEPPER
TRUSTEE1.001.00Yes (X)$0$0$0
DR WILLIAM T SMITH PHD
CEO26.002.00Yes (X)$530,386$0$64,203
FieldValueIRS element (for citing)
Total Reportable Comp From Org$530,386TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$64,203TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$3,500AllOtherContributionsAmt
Total Contributions$3,500TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$925,932TotalRevenueColumnAmt
Exclusion$925,932ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,160,442SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,881,343SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$720,901SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$720,901TotalRevenueColumnAmt
Exclusion-$720,901ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$736TotalRevenueColumnAmt
Exclusion$736ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$736OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$209,267TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$205,767ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$134,500TotalAmt
Program Services$134,500ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$530,386TotalAmt
Management And General$530,386ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$40,445TotalAmt
Management And General$40,445ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$42,809TotalAmt
Management And General$42,809ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$31,982TotalAmt
Management And General$31,982ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,967TotalAmt
Management And General$1,967ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$77,150TotalAmt
Management And General$77,150ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$99,235TotalAmt
Management And General$99,235ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$41,114TotalAmt
Management And General$41,114ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$225TotalAmt
Management And General$225ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$33,010TotalAmt
Management And General$33,010ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$12,915TotalAmt
Management And General$12,915ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$38,680TotalAmt
Management And General$38,680ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$17,768TotalAmt
Management And General$17,768ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$10,913TotalAmt
Management And General$10,913ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$12,303TotalAmt
Management And General$12,303ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
DUES AND MEMBERSHIPS$6,554$6,554
MISCELLANEOUS$48$48

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,132,004TotalAmt
Program Services$134,500ProgramServicesAmt
Management And General$997,504ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$384,374BOYAmt
EOY$67,000EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$515,710BOYAmt
EOY$315,795EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$15,000BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,288BOYAmt
EOY$7,545EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$150,335LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$140,226LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$10,109EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$24,193,366BOYAmt
EOY$19,979,880EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$10,388,312BOYAmt
EOY$8,236,365EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$35,503,050BOYAmt
EOY$28,616,694EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$214,928BOYAmt
EOY$271,082EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$99,032BOYAmt
EOY$91,983EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$68,398EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$313,960BOYAmt
EOY$431,463EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$24,798,506BOYAmt
EOY$20,021,045EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,390,584BOYAmt
EOY$8,164,186EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$35,189,090BOYAmt
EOY$28,185,231EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$35,503,050BOYAmt
EOY$28,616,694EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$922,737ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$3,874,254NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$2,206,868OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,120,326CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,225,693CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$289,727CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$54,504CurrentTaxYearMinus1YearAmt
Current Tax Year$3,500CurrentTaxYearAmt
Total$2,693,750TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,120,326CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,225,693CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$289,727CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$54,504CurrentTaxYearMinus1YearAmt
Current Tax Year$3,500CurrentTaxYearAmt
Total$2,693,750TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$2,693,750PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$747,133CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$798,504CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$824,886CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,937,823CurrentTaxYearMinus1YearAmt
Current Tax Year$205,031CurrentTaxYearAmt
Total$4,513,377TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$736CurrentTaxYearAmt
Total$736TotalAmt
FieldValueIRS element (for citing)
Total Support$7,207,863TotalSupportAmt
Public Support CY1700.37370PublicSupportCY170Pct
Public Support PY1700.37300PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER INCOME - 2022 AMOUNT: $ 736.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,150OtherCostOrOtherBasisAmt
Depreciation$8,150DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$132,076OtherCostOrOtherBasisAmt
Depreciation$132,076DepreciationAmt
Book Value$0BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,109OtherCostOrOtherBasisAmt
Book Value$10,109BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$10,109TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
PERPETUAL BENEFICIAL INTEREST$8,164,186
SECURITY DEPOSITS$11,057
CEMETERY PLOTS$1,671
ROU ASSET - BUILDING UNIT$59,451
FieldValueIRS element (for citing)
Total Book Value Other Assets$8,236,365TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLEASE LIABILITYDesc
Amt$68,398Amt
FieldValueIRS element (for citing)
Total Liability$68,398TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:THERE IS AN ACCOUNT TO HOLD RENTAL SECURITY DEPOSITS FOR THE RESIDENTS.
PART X, LINE 2:AGING IN AMERICA, INC. ("AIA") QUALIFIES AS TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"). AS A NONPROFIT ENTITY, AIA IS SUBJECT TO UNRELATED BUSINESS INCOME TAX ("UBIT"), IF APPLICABLE. IN ACCORDANCE WITH FASB ACCOUNTING STANDARDS CODIFICATION ("ASC") 740, INCOME TAXES, AIA APPLIES THE "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION AND DERECOGNITION OF TAX POSITIONS FOR ITS FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED AIA'S TAX POSITIONS AND HAS CONCLUDED THAT THERE WERE NO UNCERTAIN TAX POSITIONS THAT QUALIFIED FOR EITHER RECOGNITION OR DISCLOSURE.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
CARDINAL MCCLOSKEY
115 EAST STEVENS AVE NO LL5VALHALLANY10595131740443501(C)(3)$15,000$0TO CREATE A FLEXIBLE FUND FOR ONGOING ENVIRONMENTAL MODIFICATION AND IMPROVEMENTS TO ITS HOME FOR INDIVIDUALS AND DEVELOPMENT DISABILITIES CLIENTS.
HEALTH ADVOCATES FOR OLDER PEOPLEINC
10 GRAND CENTERAL 155 E 44TH ST FNEW YORKNY10017134165807501(C)(3)$20,000$0SUPPORTING SENIOR SERVICES IN NYC DUE TO COVID-19
THE INSTITUTE FOR LONG TERM CARE POLICY
110 BARNES ROADWALLINGFORDCT06492061391583501(C)(3)$7,500$0SUPPORT EDUCATIONAL DEVELOPMENT FOR STAFF/MANAGERS THROUGH TRAINING.
FOUNDATION FOR LONG TERM CARE INC
13 BRITISH AMERICAN BOULEVARD SUITELATHAMNY12110141601723501(C)(3)$7,500$0SUPPORT EDUCATIONAL DEVELOPMENT FOR STAFF/MANAGERS THROUGH TRAINING.
COMMUNITY CENTER OF NORTHERN WESTCHESTER
84 BEDFORD ROADKATONAHNY10536133716471501(C)(3)$25,000$0SUPPORT SERVICES FOR SENIORS IN NORTHERN WESTCHESTER
LIFTING UP WESTCHESTER INC
35 ORCHARD STREETWHITE PLAINSNY10603133121606501(C)(3)$15,000$0SUPPORT EDUCATIONAL DEVELOPMENT FOR STAFF/MANAGERS THROUGH TRAINING.
LEADINGAGE
2519 CONNECTICUT AVE NWWASHINGTON DCDC20008136213525501(C)(3)$15,000$0SUPPORT EDUCATIONAL DEVELOPMENT FOR STAFF/MANAGERS THROUGH TRAINING.
THE TRUSTEES OF COLUMBIA UNIVERSITY
615 W 131ST MC 8471NEW YORKNY10027133901821501(C)(3)$25,000$0SUPPORT EDUCATIONAL DEVELOPMENT FOR STAFF/MANAGERS THROUGH TRAINING.
FieldValueIRS element (for citing)
Total501c3 Org8Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION, SUBJECT TO THE APPROVAL OF THE BOARD OF DIRECTORS, PROVIDES RESOURCES TO VARIOUS ORGANIZATIONS TO SUPPORT THEIR MISSIONS. ALL GRANTS ARE CLOSELY MONITORED.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDR WILLIAM T SMITH PHDPersonNm
TitleCEOTitleTxt
Base Compensation Filing Org$530,386BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$40,523DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$23,680NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$594,589TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD AND FINANCE COMMITTEE MEMBERS REVIEWED AND COMMENTED ON THE DRAFT 990. THE ORGANIZATION RECEIVES COMMENTS FROM THE FINANCE COMMITTEE AND SENDS THESE COMMENTS FOR FINAL REVISIONS. THE FINAL REVIEW OF THE FORM 990 IS PERFORMED BY THE PRESIDENT/CEO AND THE CONSULTANT.
FORM 990, PART VI, SECTION B, LINE 12CALL EMPLOYEES, OFFICERS, AND DIRECTORS OF THE ORGANIZATION SHALL SCRUPULOUSLY AVOID AT ALL TIMES ANY CONFLICTS BETWEEN THEIR OWN PERSONAL INTERESTS AND THE INTERESTS OF THE ORGANIZATION. EVERY EMPLOYEE, OFFICER, AND DIRECTOR OF AGING IN AMERICA IS EXPECTED: - TO BE LOYAL TO THE ORGANIZATION - TO ACT IN THE BEST INTEREST OF THE ORGANIZATION - TO AVOID USING HIS OR HER POSITION FOR PERSONAL GAIN, AND - TO COMPLY WITH THIS CONFLICT OF INTEREST POLICY. A CONFLICT EXISTS, OR COULD EXIST, WHEN AN INDIVIDUAL'S PERSONAL ACTIVITIES OR FINANCIAL INTERESTS CREATE AN OBLIGATION OR SITUATION THAT MAY NEGATIVELY INFLUENCE OR AFFECT HIS/HER JUDGMENT IN THE PERFORMANCE OF HIS/HER DUTY. AN APPARENT CONFLICT IS AS HARMFUL TO THE ORGANIZATION AS AN ACTUAL CONFLICT, THEREFORE ALL CONFLICTS INCLUDING POTENTIAL, THEORETICAL AND REAL ONES, MUST BE DISCLOSED AND RESOLVED PROMPTLY. NOT ALL CONFLICTS CAN BE ANTICIPATED OR EASILY DESCRIBED. WE HAVE THEREFORE CONSTRUCTED AN ANNUAL QUESTIONNAIRE THAT PROBES GENERAL AND COMMON SITUATIONS THAT LEAD, OR COULD LEAD, TO THE DEVELOPMENT OF A CONFLICT. IT IS OUR INTENTION TO PROMPT CAREFUL CONSIDERATION OF SUCH SITUATIONS AND ENCOURAGE INDIVIDUALS COVERED BY THIS POLICY TO DISCLOSE ALL RELATIONSHIPS AND TRANSACTIONS (INCLUDING THOSE PROPOSED OR CONTEMPLATED) WITH VENDORS, SUPPLIERS, CONSULTANTS AND COMPETITORS. THERE IS AN AFFIRMATIVE AND CONTINUING OBLIGATION TO DISCLOSE ALL CONFLICTS THROUGHOUT THE YEAR. ANY REAL, POTENTIAL, OR APPARENT CONFLICT THAT ARISES AT ANY TIME DURING THE YEAR REQUIRES A NEW AND TIMELY DISCLOSURE. A COPY OF THIS STATEMENT HAS BEEN FURNISHED TO EACH MANAGEMENT-LEVEL EMPLOYEE (JOB TITLES OF SUPERVISORS AND ABOVE), OFFICER, OR DIRECTOR WHO MAY HEREAFTER BECOME ASSOCIATED WITH AGING IN AMERICA, INC.
FORM 990, PART VI, SECTION B, LINE 15ACOMPENSATION IS REVIEWED BY AIA BOARD CHAIR AND OTHER KEY BOARD MEMBERS AND KEY RECOMMENDATIONS ARE BROUGHT TO BOARD FOR APPROVAL.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -2,211,398. INTERCOMPANY TRANSFER 4,530.
FORM 990, PART XII, LINE 2CPROCESS HAS NOT CHANGED FROM THAT OF THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
AGING IN AMERICA SUPPORTIVE SERVICESINC
2975 WESTCHESTER AVENUE SUITE 114PURCHASENY10577134141445RES. LIVINGNY501(C)(3)LINE 10AIAYes (1)
MORNINGSIDE AT HOME INC
2975 WESTCHESTER AVENUE SUITE 114PURCHASENY10577134113427ASSISTED LIVING - INACTIVENY501(C)(3)LINE 10AIAYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
MORNINGSIDE AT HOME INC
C$4,530CASH
AIA SUPPORTIVE SERVICES INC
O$530,386CASH

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