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HEALTH ADVOCATES FOR OLDER PEOPLE INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
HEALTH ADVOCATES FOR OLDER PEOPLE INC (EIN 13-4165807)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-14
IRS object ID
202303189349309460
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)
Return2023-11-14T12:58:57-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133628255PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CONDON O'MEARA MCGINTY & DONNELLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE BATTERY PARK PLAZA 7TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134165807EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HEALTH ADVOCATES FOR OLDER PEOPLE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHEALBusinessNameControlTxt
Phone2129801700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1420 LEXINGTON AVENUE SUITE 300AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10170ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLINDA M HARTLEYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2129801700PhoneNum
Signature2023-09-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLINDAPersonFirstNm
Person LastHARTLEYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALEXANDER LAZZARUOLOPreparerPersonNm
PTINP01775353PTIN
Phone2126617777PhoneNum

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 OfficerLINDA M HARTLEYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1420 LEXINGTON AVENUE SUITE 300AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10170ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,077,952GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HAFOP.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1985FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionPROMOTE SAFE & HEALTHY AGING THROUGH PROGRAMS DESIGNED TO FACILITATE INDEPENDENCE.ActivityOrMissionDesc
Voting Members Governing Body23VotingMembersGoverningBodyCnt
Voting Members Independent23VotingMembersIndependentCnt
Total Employee7TotalEmployeeCnt
Total Volunteers100TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$569,834PYContributionsGrantsAmt
CY Contributions Grants$462,260CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$245,859PYInvestmentIncomeAmt
CY Investment Income$124,461CYInvestmentIncomeAmt
PY Other Revenue$58,556PYOtherRevenueAmt
CY Other Revenue$142,707CYOtherRevenueAmt
PY Total Revenue$874,249PYTotalRevenueAmt
CY Total Revenue$729,428CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$321,867PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$378,342CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$204,854PYOtherExpensesAmt
CY Other Expenses$211,846CYOtherExpensesAmt
PY Total Expenses$526,721PYTotalExpensesAmt
CY Total Expenses$590,188CYTotalExpensesAmt
PY Revenues Less Expenses$347,528PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$139,240CYRevenuesLessExpensesAmt
Total Assets BOY$3,162,118TotalAssetsBOYAmt
Total Assets EOY$2,858,247TotalAssetsEOYAmt
Total Liabilities BOY$21,419TotalLiabilitiesBOYAmt
Total Liabilities EOY$18,122TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,140,699NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,840,125NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROMOTE HEALTHY AGING THROUGH WELLNESS, EXERCISE CLASSES AND HOME SAFETY VISITS AND PROVIDE FOR THE GROWING FRAIL ELDERLY POPULATION WITH THE TOOLS, TECHNIQUES AND SUPPORT NEEDED TO AGE WITH VITALITY AND INDEPENDENCE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$425,961ExpenseAmt
DescSOCIAL 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

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$51,001ExpenseAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$22,387ExpenseAmt
DescSEE SCHEDULE ODesc
FieldValueIRS element (for citing)
Total Program Service Expenses$499,349TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
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 Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document22IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee7EmployeeCnt
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 ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
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 Members23GoverningBodyVotingMembersCnt
Independent Voting Member23IndependentVotingMemberCnt
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 OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NANCY HOUGHTONTHE ORGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2129801700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1420 LEXINGTON AVENUE SUITE 300AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10170ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
GWENDOLEN L WADE
PRESIDENT10.00Yes (X)Yes (X)$0$0$0
GARY G HEINZE
VICE PRESIDENT3.00Yes (X)Yes (X)$0$0$0
ROBERT A SCHAEFER
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
JEPHTHA TAUSIG
VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
LINDA M HARTLEY
TREASURER2.00Yes (X)Yes (X)$0$0$0
LAURA J REID
SECRETARY2.00Yes (X)Yes (X)$0$0$0
KIMBERLY WITTMER
BOARD MEMBER AT LARGE3.00Yes (X)$0$0$0
STEVEN R KROHN
PRESIDENT EMERITUS1.00Yes (X)$0$0$0
BEATRICE BARDIN
BOARD MEMBER4.00Yes (X)$0$0$0
NANCY G CARR
BOARD MEMBER2.00Yes (X)$0$0$0
CECILIA CROWHURST
BOARD MEMBER2.00Yes (X)$0$0$0
PEGGY ANNE DINEEN
BOARD MEMBER1.00Yes (X)$0$0$0
DANIELLE DINEEN EARLS
BOARD MEMBER3.00Yes (X)$0$0$0
CATHERINE J DOYLE
BOARD MEMBER1.00Yes (X)$0$0$0
DANIEL ENTWISTLE
BOARD MEMBER1.00Yes (X)$0$0$0
RICHARD S JOHNSON
BOARD MEMBER6.00Yes (X)$0$0$0
GEORGE MCKINLEY
BOARD MEMBER1.00Yes (X)$0$0$0
MELISSA RICHARDS
BOARD MEMBER2.00Yes (X)$0$0$0
DAVID L ROWE
BOARD MEMBER2.00Yes (X)$0$0$0
NICHOLAS SORENSEN
BOARD MEMBER1.00Yes (X)$0$0$0
LEONARD VAN LOWE
BOARD MEMBER3.00Yes (X)$0$0$0
CESAR VERA
BOARD MEMBER3.00Yes (X)$0$0$0
MARGUERITE YATES
BOARD MEMBER2.00Yes (X)$0$0$0
NANCY K HOUGHTON
EXECUTIVE DIRECTOR60.00Yes (X)$103,056$0$0
KEVIN MESTRICH
DIRECTOR OF DEVELOPMENT40.00$132,669$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$235,725TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$3,296FundraisingAmt
Government Grants$92,382GovernmentGrantsAmt
All Other Contributions$366,582AllOtherContributionsAmt
Total Contributions$462,260TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$72,136TotalRevenueColumnAmt
Exclusion$72,136ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,345,144SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,292,819SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$52,325SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$52,325TotalRevenueColumnAmt
Exclusion$52,325ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$198,412FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$3,296ContriRptFundraisingEventAmt
Fundraising Direct Expenses$55,705FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$142,707TotalRevenueColumnAmt
Exclusion$142,707ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$729,428TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$267,168ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$235,755TotalAmt
Program Services$235,755ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$103,663TotalAmt
Program Services$103,663ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$16,445TotalAmt
Program Services$658ProgramServicesAmt
Management And General$15,787ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$22,479TotalAmt
Program Services$22,479ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$32,800TotalAmt
Program Services$20,429ProgramServicesAmt
Management And General$12,371ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$25,079TotalAmt
Management And General$25,079ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$56,373TotalAmt
Program Services$35,936ProgramServicesAmt
Management And General$20,437ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$34,371TotalAmt
Program Services$29,614ProgramServicesAmt
Management And General$4,757ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,351TotalAmt
Program Services$2,228ProgramServicesAmt
Management And General$3,123ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$42,293TotalAmt
Program Services$42,293ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,802TotalAmt
Program Services$2,802ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,302TotalAmt
Management And General$6,302ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSESDesc
Total$6,475TotalAmt
Program Services$3,492ProgramServicesAmt
Management And General$2,983ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$590,188TotalAmt
Program Services$499,349ProgramServicesAmt
Management And General$90,839ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$262,941BOYAmt
EOY$407,281EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,920BOYAmt
EOY$10,310EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,878,743BOYAmt
EOY$2,429,666EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$12,514BOYAmt
EOY$10,990EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,162,118BOYAmt
EOY$2,858,247EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$21,419BOYAmt
EOY$18,122EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$21,419BOYAmt
EOY$18,122EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,063,262BOYAmt
EOY$2,745,361EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$77,437BOYAmt
EOY$94,764EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,140,699BOYAmt
EOY$2,840,125EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,162,118BOYAmt
EOY$2,858,247EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$139,240ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$439,814NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
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$765,477CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$298,805CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$238,676CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$569,834CurrentTaxYearMinus1YearAmt
Current Tax Year$462,260CurrentTaxYearAmt
Total$2,335,052TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$765,477CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$298,805CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$238,676CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$569,834CurrentTaxYearMinus1YearAmt
Current Tax Year$462,260CurrentTaxYearAmt
Total$2,335,052TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$604,631SubstantialContributorsTotAmt
Public Support Total170$1,730,421PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$40,532CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$57,143CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40,854CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$55,160CurrentTaxYearMinus1YearAmt
Current Tax Year$72,136CurrentTaxYearAmt
Total$265,825TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$7,550CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,389CurrentTaxYearMinus2YearsAmt
Total$15,939TotalAmt
FieldValueIRS element (for citing)
Total Support$2,616,816TotalSupportAmt
Public Support CY1700.66130PublicSupportCY170Pct
Public Support PY1700.45020PublicSupportPY170Pct
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 - 2019 AMOUNT: $ 7,550. 2020 AMOUNT: $ 8,389. 2022 AMOUNT: $ 0.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$232,208BeginningYearBalanceAmt
Contributions$370,312ContributionsAmt
Other Expenditures$352,985OtherExpendituresAmt
End Year Balance$249,535EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$243,114BeginningYearBalanceAmt
Contributions$223,973ContributionsAmt
Other Expenditures$234,879OtherExpendituresAmt
End Year Balance$232,208EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$211,525BeginningYearBalanceAmt
Contributions$178,600ContributionsAmt
Other Expenditures$147,011OtherExpendituresAmt
End Year Balance$243,114EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$191,625BeginningYearBalanceAmt
Contributions$118,151ContributionsAmt
Other Expenditures$98,251OtherExpendituresAmt
End Year Balance$211,525EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$187,060BeginningYearBalanceAmt
Contributions$59,800ContributionsAmt
Other Expenditures$55,235OtherExpendituresAmt
End Year Balance$191,625EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.76733BoardDesignatedBalanceEOYPct
Term Endowment Balance EOY0.23267TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$320,240TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$439,814NetUnrealizedGainsInvstAmt
Other Revenue$55,705OtherRevenueAmt
Revenue Not Reported-$384,109RevenueNotReportedAmt
Revenue Subtotal$704,349RevenueSubtotalAmt
Investment Expenses Not Incld$25,079InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$25,079RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$729,428TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$620,814TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$55,705OtherExpensesIncludedAmt
Expenses Not Reported$55,705ExpensesNotReportedAmt
Expenses Subtotal$565,109ExpensesSubtotalAmt
Investment Expenses Not Incld2$25,079InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$25,079ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$590,188TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 55,705.
PART XII, LINE 2D - OTHER ADJUSTMENTS:GROSS-UP OF SPECIAL EVENT EXPENSES 55,705.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GALAEvent1Nm
Gross Receipts Event1$159,985GrossReceiptsEvent1Amt
Charitable Contri Event1$3,296CharitableContriEvent1Amt
Gross Revenue Event1$156,689GrossRevenueEvent1Amt
Food And Beverage Event1$43,572FoodAndBeverageEvent1Amt
Event2JAZZEvent2Nm
Gross Receipts Event2$40,762GrossReceiptsEvent2Amt
Gross Revenue Event2$40,762GrossRevenueEvent2Amt
Other Direct Expenses Event2$12,133OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$961GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$961GrossRevenueOtherEventsAmt
Gross Receipts Total$201,708GrossReceiptsTotalAmt
Charitable Contributions Tot$3,296CharitableContributionsTotAmt
Gross Revenue Total Events$198,412GrossRevenueTotalEventsAmt
Food And Beverage Total Events$43,572FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$12,133OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$55,705DirectExpenseSummaryEventsAmt
Net Income Summary$142,707NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III - LINE 4BEXERCISE AND WELLNESS PRESENTATIONS: IN ADDITION TO OUR 25 WEEKLY IN PERSON AND ZOOM CLASSES THAT BUILD STRENGTH, FLEXIBILITY AND BALANCE, WE OFFER A TECHNOLOGY TRAINING PROGRAM AND A GENERATIONAL VOLUNTEER PROGRAM THAT WORK TO BRING ONE TO ONE DIGITAL TUTORING TO OLDER ADULTS. WE ARE COMMITTED TO HELPING SENIORS ENGAGE WITH THE DIGITAL COMMUNITY. IN 2022 WE HAD 26 REGIS HIGH SCHOOL SENIORS VOLUNTEER TO PROVIDE TECHNOLOGICAL TRAINING, SHOPPING, AND HOUSEHOLD ASSISTANCE TO 413 SENIORS THE PROGRAM, PROVIDES ONE-ON-ONE ASSISTANCE HELPING SENIORS UTILIZE THEIR COMPUTERS, IPADS AND CELL PHONES TO REMAIN CONNECTED TO FRIENDS, FAMILY, AND ACTIVITIES HAPPENING IN THEIR LOCAL COMMUNITIES. HEALTH ADVOCATES RECEIVED FUNDING TO INITIATE OUR CHROME BOOK INITIATIVE AND INTERGENERATIONAL TECHNOLOGY TRAINING. WE IDENTIFY SENIORS WHO DO NOT HAVE A COMPUTER OR TABLET, AND WHO WANT TO BE ABLE TO GET ONLINE. THEY RECEIVE A CHROME BOOK, WE SET UP AN EMAIL ADDRESS FOR THEM AND PROVIDE WEEKLY SUPPORT TRAINING UNTIL THEY ARE PROFICIENT AND CONFIDENT IN ITS USE. WE HAVE SET UP 12 SENIORS WITH THEIR OWN CHROME BOOK. WE DEVELOPED A 10 PAGE "HOW TO USE YOUR CHROME BOOK" MANUAL.
PART III - LINE 4CHOME SAFETY AND FALL PREVENTION PROGRAM HAS BEEN A SIGNIFICANT ASPECT OF THE AGENCY'S HEALTHY AGING PROGRAM. OUR SOCIAL WORK INTERN JOINED IN JANUARY 2023 TO ASSIST THE HOME SAFETY AND FALL PREVENTION COORDINATOR IN MAKING PRESENTATIONS AND HOME VISITS. BOTH ARE BEING TRAINED BY OUR CURRENT FALL PREVENTION COORDINATOR TO WORK WITH EAST SIDE SETTLEMENT HOUSE AND OTHER SENIORS CENTERS AND COMMUNITY ORGANIZATIONS. THE HOME SAFETY PROGRAM PROVIDED 76 HOME VISITS, WAS PRESENTED AT 16 COMMUNITY CENTERS, AND WAS PRESENTED AT LIZ KRUEGER'S ROUND TABLE DISCUSSION, "MAKING YOUR APARTMENT AGE FRIENDLY." WE HAVE A ROBUST EQUIPMENT DONATION PROGRAM, THAT SUPPORTS THE FALL PREVENTION PROGRAM, WHICH HAS ENABLED US TO GIVE 102 PIECES OF EQUIPMENT TO COMMUNITY SENIORS FROM JANUARY TO JUNE. WE HAD A LARGE EQUIPMENT FAIR ON JUNE 21 WHEN WE GAVE SENIORS 48 PIECES OF MUCH NEEDED EQUIPMENT. SENIORS CAME FROM EAST AND NORTH HARLEM, QUEENS, AND ALL OVER THE CITY FOR THE OPPORTUNITY TO GET DEVICES THAT WILL HELP THEM TO LIVE WITH VITALITY AND INDEPENDENCE. WE ARE HAPPY TO ENGAGE WITH COMMUNITY SENIORS BY PROVIDING THIS IMPORTANT PROGRAM.
FORM 990, PART VI, SECTION B, LINE 11BPRIOR 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 12CEACH BOARD MEMBER IS REQUIRED TO COMPLETE A MANAGEMENT PERSON DISCLOSURE STATEMENT ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION 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 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

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