2023-11-14T12:58:57-06:00 2022-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2022-01-01 134165807 HEALTH ADVOCATES FOR OLDER PEOPLE INC HEAL 2129801700 420 LEXINGTON AVENUE SUITE 300 NEW YORK NY 10170 LINDA M HARTLEY TREASURER 2129801700 2023-09-05 1 LINDA HARTLEY 999009999 0 ALEXANDER LAZZARUOLO P01775353 2126617777 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LINDA M HARTLEY 420 LEXINGTON AVENUE SUITE 300 NEW YORK NY 10170 2077952 0 X WWW.HAFOP.ORG X 1985 NY PROMOTE SAFE & HEALTHY AGING THROUGH PROGRAMS DESIGNED TO FACILITATE INDEPENDENCE. 23 23 7 100 0 0 569834 462260 0 0 245859 124461 58556 142707 874249 729428 0 0 0 0 321867 378342 0 0 0 204854 211846 526721 590188 347528 139240 3162118 2858247 21419 18122 3140699 2840125 X TO 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. 0 0 425961 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. 51001 SEE SCHEDULE O 22387 SEE SCHEDULE O 499349 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 22 0 1 7 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X NANCY HOUGHTONTHE ORG 2129801700 420 LEXINGTON AVENUE SUITE 300 NEW YORK NY 10170 GWENDOLEN L WADE PRESIDENT 10.00 X X 0 0 0 GARY G HEINZE VICE PRESIDENT 3.00 X X 0 0 0 ROBERT A SCHAEFER VICE PRESIDENT 1.00 X X 0 0 0 JEPHTHA TAUSIG VICE PRESIDENT 2.00 X X 0 0 0 LINDA M HARTLEY TREASURER 2.00 X X 0 0 0 LAURA J REID SECRETARY 2.00 X X 0 0 0 KIMBERLY WITTMER BOARD MEMBER AT LARGE 3.00 X 0 0 0 STEVEN R KROHN PRESIDENT EMERITUS 1.00 X 0 0 0 BEATRICE BARDIN BOARD MEMBER 4.00 X 0 0 0 NANCY G CARR BOARD MEMBER 2.00 X 0 0 0 CECILIA CROWHURST BOARD MEMBER 2.00 X 0 0 0 PEGGY ANNE DINEEN BOARD MEMBER 1.00 X 0 0 0 DANIELLE DINEEN EARLS BOARD MEMBER 3.00 X 0 0 0 CATHERINE J DOYLE BOARD MEMBER 1.00 X 0 0 0 DANIEL ENTWISTLE BOARD MEMBER 1.00 X 0 0 0 RICHARD S JOHNSON BOARD MEMBER 6.00 X 0 0 0 GEORGE MCKINLEY BOARD MEMBER 1.00 X 0 0 0 MELISSA RICHARDS BOARD MEMBER 2.00 X 0 0 0 DAVID L ROWE BOARD MEMBER 2.00 X 0 0 0 NICHOLAS SORENSEN BOARD MEMBER 1.00 X 0 0 0 LEONARD VAN LOWE BOARD MEMBER 3.00 X 0 0 0 CESAR VERA BOARD MEMBER 3.00 X 0 0 0 MARGUERITE YATES BOARD MEMBER 2.00 X 0 0 0 NANCY K HOUGHTON EXECUTIVE DIRECTOR 60.00 X 103056 0 0 KEVIN MESTRICH DIRECTOR OF DEVELOPMENT 40.00 X 132669 0 0 235725 0 0 2 0 0 0 0 3296 92382 366582 462260 72136 72136 1345144 1292819 52325 52325 52325 198412 3296 55705 142707 142707 729428 0 0 267168 235755 235755 103663 103663 16445 658 15787 22479 22479 32800 20429 12371 25079 25079 56373 35936 20437 34371 29614 4757 5351 2228 3123 42293 42293 2802 2802 6302 6302 OTHER EXPENSES 6475 3492 2983 590188 499349 90839 0 262941 407281 7920 10310 2878743 2429666 12514 10990 3162118 2858247 21419 18122 21419 18122 X 3063262 2745361 77437 94764 3140699 2840125 3162118 2858247 139240 -439814 0 X 0 1 X 1 0 X 765477 298805 238676 569834 462260 2335052 765477 298805 238676 569834 462260 2335052 604631 1730421 40532 57143 40854 55160 72136 265825 7550 8389 15939 2616816 0.66130 0.45020 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 7,550. 2020 AMOUNT: $ 8,389. 2022 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 232208 370312 352985 249535 243114 223973 234879 232208 211525 178600 147011 243114 191625 118151 98251 211525 187060 59800 55235 191625 0.76733 0.23267 0 0 0 320240 -439814 55705 -384109 704349 25079 25079 729428 620814 55705 55705 565109 25079 25079 590188 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. GALA 159985 3296 156689 43572 JAZZ 40762 40762 12133 1 961 961 201708 3296 198412 43572 12133 55705 142707 PART III - LINE 4B EXERCISE 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 4C HOME 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 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.