USAGING: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- USAGING (EIN 52-1052345)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-04
- IRS object ID
- 202222779349300127
- Schema version
- 2021v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-04T11:11:55-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAN GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 19TH STREET NW SUITE 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521052345 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | USAGING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | USAG | BusinessNameControlTxt |
| Phone | 2028720888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 NEW JERSEY AVENUE SE 350 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDRA MARKWOOD | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 2028720888 | PhoneNum |
| Signature | 2022-09-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SANDRA | PersonFirstNm |
| Person Last | MARKWOOD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER S HAN | PreparerPersonNm |
| PTIN | P00633304 | PTIN |
| Phone | 2022937000 | PhoneNum |
| Preparation | 2022-09-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SANDRA MARKWOOD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 NEW JERSEY AVENUE SE 350 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,442,731 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.USAGING.ORG | WebsiteAddressTxt |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | USAGING REPRESENTS AND SUPPORTS THE NATIONAL NETWORK OF AREA AGENCIES ON AGING AND ADVOCATES FOR THE TITLE VI NATIVE AMERICAN AGING PROGRAMS THAT HELP OLDER ADULTS AND PEOPLE WITH DISABILITIES LIVE WITH OPTIMAL HEALTH, WELL-BEING, INDEPENDENCE AND DIGNITY IN THEIR HOMES AND COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 61 | TotalEmployeeCnt |
| Total Volunteers | 29 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,696,969 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,680,518 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,300,894 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,750,272 | CYProgramServiceRevenueAmt |
| PY Investment Income | $113 | PYInvestmentIncomeAmt |
| CY Investment Income | $116 | CYInvestmentIncomeAmt |
| PY Other Revenue | $72,750 | PYOtherRevenueAmt |
| CY Other Revenue | $11,825 | CYOtherRevenueAmt |
| PY Total Revenue | $7,070,726 | PYTotalRevenueAmt |
| CY Total Revenue | $9,442,731 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $781,630 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $897,263 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,608,864 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,324,836 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $120,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $99,372 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $127,538 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,649,754 | PYOtherExpensesAmt |
| CY Other Expenses | $3,041,335 | CYOtherExpensesAmt |
| PY Total Expenses | $7,160,248 | PYTotalExpensesAmt |
| CY Total Expenses | $8,362,806 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$89,522 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,079,925 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,462,140 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,198,554 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,938,049 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,105,838 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $524,091 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,092,716 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | USAGING REPRESENTS AND SUPPORTS THE NATIONAL NETWORK OF AREA AGENCIES ON AGING AND ADVOCATES FOR THE TITLE VI NATIVE AMERICAN AGING PROGRAMS THAT HELP OLDER ADULTS AND PEOPLE WITH DISABILITIES LIVE WITH OPTIMAL HEALTH, WELL-BEING, INDEPENDENCE AND DIGNITY IN THEIR HOMES AND COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,652,233 | ExpenseAmt |
| Grant | $897,263 | GrantAmt |
| Revenue | $401,638 | RevenueAmt |
| Desc | SERVICES FOR THE AGING INCLUDE THE ELDERCARE LOCATOR, A NATIONAL CALL CENTER DESIGNED TO HELP OLDER ADULTS AND THEIR CAREGIVERS LOCATE LOCAL AGING SERVICES. SERVICES TO THE AGING NETWORK, INCLUDE CAPACITY BUILDING ON MANAGED LONG-TERM SERVICES AND SUPPORTS AND INTEGRATED HEALTH CARE; MEDICARE ENROLLMENT; TRANSPORTATION AND MOBILITY SUPPORT; BUILDING LIVABLE COMMUNITIES; DEVELOPING BUSINESS ACUMEN; AND ENHANCING VOLUNTEER SERVICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $489,595 | ExpenseAmt |
| Desc | EXTERNAL AFFAIRS AND CONSULTING - THE PRIMARY FOCUS OF USAGING'S COMMUNICATION TEAM RELATED TO EXTERNAL AFFAIRS IS TO PROMOTE THE PUBLIC IMAGE OF THE ORGANIZATION BY: (1) CREATING AND IMPLEMENTING PUBLIC RELATIONS, MARKETING AND/OR COMMUNICATIONS STRATEGIES; (2) BUILDING AND FOSTERING RELATIONSHIPS WITH MEMBERS AND CONSTITUENTS; AND (3) ENHANCING THE ORGANIZATION'S PUBLIC IMAGE AND BRAND. IN ADDITION, THE COMMUNICATIONS TEAM WILL WORK THE PUBLIC POLICY TEAM TO HELP TO DISSEMINATING INFORMATION RELATED TO THE ORGANIZATION'S ANNUAL FEDERAL LEGISLATIVE PRIORITIES FOR THE EDUCATION OF ITS MEMBERS AND PUBLIC POLICY DECISION MAKERS. FINALLY, IT OVERSEES THE DESIGN OF MARKETING MATERIALS SUCH AS BROCHURES, DIRECT MAILINGS, AND ADVERTISING CAMPAIGNS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $374,377 | ExpenseAmt |
| Desc | PUBLIC POLICY - THE PRIMARY FOCUS OF USAGING'S PUBLIC POLICY TEAM IS TO DEVELOP ANNUALLY A SET OF ITS TOP POLICY PRIORITIES THAT GUIDE THE ORGANIZATION'S LEGISLATIVE AND ADMINISTRATIVE ADVOCACY EFFORTS TO SUPPORT THE GROWING NUMBERS OF OLDER AMERICANS AND CAREGIVERS. USAGING'S ANNUAL POLICY PRIORITIES ARE BASED ON OUR MEMBERS' EXPERIENCE IN DIRECTLY SUPPORTING OLDER ADULTS AND CAREGIVERS IN THEIR COMMUNITIES. THE PRIORITIES ARE FOCUSED ON THE ACTIONS THAT THE UNITED STATES' PRESIDENTIAL ADMINISTRATION AND CONGRESS MUST TAKE TO ENSURE THAT ALL AMERICANS CAN AGE WELL. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $371,532 | $269,200 | ANNUAL CONFERENCE PROVIDES AN OPPORTUNITY TO DISSEMINATE INFORMATION REGARDING PUBLIC POLICY AND PROGRAMS AFFECTING OLDER ADULTS AND THEIR CAREGIVERS; TO INFORM MEMBERS ABOUT USAGING'S GOALS AND PROGRAMS; TO PROVIDE MEMBERS WITH EDUCATIONAL OPPORTUNITIES AND NETWORKING WITH PEERS, PARTNERS, AND BUSINESSES ABOUT PRODUCT OPTIONS AND SERVICES FOR OLDER ADULTS AND PERSONS WITH DISABILITIES; CONDUCTS FIVE CAPACITY BUILDING SURVEYS OF THE AGING NETWORK; AND PRODUCES REPORTS AS WELL AS TWO BUSINESS AND STRATEGIC PLANNING WORKSHOPS. |
| $90,425 | $440,268 | TRAINING |
| $10,946 | $1,306,716 | COMMUNICATIONS AND OUTREACH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $472,903 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $2,016,184 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,989,108 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 61 | 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 | 0 | QuidProQuoContributionsInd |
| 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | 0 | 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 | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028720888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 NEW JERSEY AVENUE SE 350 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MARY ANN SPANOS | ||||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PAM CURTIS | ||||||||
| 1ST VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HEANG TAN | ||||||||
| 2ND VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LYNN KIMBALL | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EVA VEITCH | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MEG BURMEISTER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOAN HATEM-ROY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LORRAINE JOEWONO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNMARIE MAGLIONE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT GOSSARD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA LEVIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA MILLER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT KELLERMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TED HALL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BLAIR SCHOEB | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANA HOEMANN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KELLY BUTTS-ELSTON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL LEGGETT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY LYN KASUNIC | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHARON NEVINS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EMILY FARRELL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ASHLEY WITHROW | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRENDA HOUSE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHIREEN MCSPADDEN | ||||||||
| DIRECTOR (LEFT IN 2021) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH STONE-WALLS | ||||||||
| DIRECTOR (LEFT IN 2021) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONNA HARVEY | ||||||||
| DIRECTOR (LEFT IN 2021) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANCES BENSON | ||||||||
| DIRECTOR (LEFT IN 2021) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTY COTTRELL | ||||||||
| DIRECTOR (LEFT IN 2021) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GLENN CARLO | ||||||||
| DIRECTOR (LEFT IN 2021) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDRA MARKWOOD | ||||||||
| CHIEF EXECUTIVE OFFICER | 50.00 | Yes (X) | $341,813 | $0 | $51,235 | |||
| AMY GOTWALS | ||||||||
| CHIEF, PUBLIC POLICY & EXTERNAL AFFAIRS | 50.00 | $178,016 | $0 | $29,935 | Yes (X) | |||
| MARISA SCALA-FOLEY | ||||||||
| DIRECTOR, AGING & DISABILITY BUSINESS INSTITUTE | 50.00 | $177,980 | $0 | $28,729 | Yes (X) | |||
| GEOFFFEY MARTINY | ||||||||
| CHIEF FINANCIAL OFFICER | 50.00 | $171,325 | $0 | $24,997 | Yes (X) | |||
| VIRGINIA DIZE | ||||||||
| CO-DIRECTOR, NATIONAL AGING & DISABILITY TRANSPORT | 50.00 | $130,889 | $0 | $27,434 | Yes (X) | |||
| JURGEN KLEFFNER | ||||||||
| DIRECTOR, OPERATIONS | 50.00 | $109,190 | $0 | $25,094 | Yes (X) | |||
| SARA TRIBE-CLARK | ||||||||
| DIRECTOR, ELDERCARE LOCATOR | 50.00 | $132,907 | $0 | $12,736 | Yes (X) | |||
| MEREDITH HANLEY | ||||||||
| DIRECTOR, COMMIT TO CONNECT & ENGAGED | 50.00 | $110,903 | $0 | $11,575 | Yes (X) | |||
| JOELLEN LEAVELLE | ||||||||
| DIRECTOR, COMMUNICATIONS | 50.00 | $106,693 | $0 | $26,032 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,459,716 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $237,767 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WILLIAM C SMITH CO | |||||
| 1100 NEW JERSEY AVENUE SE SUITE 100 | WASHINGTON | DC | 20003 | LANDLORD | $506,269 |
| CONFERENCE SOLUTIONS INC | |||||
| 1033 SE MAIN STREET SUITE 4 | PORTLAND | OR | 972143623 | ANNUAL CONFERENCE CONSULTANT | $188,120 |
| BEACON HILL STAFFING GROUP | |||||
| 152 BOWDOIN STREET | BOSTON | MA | 02108 | TEMPORARY STAFFING PROVIDER | $182,848 |
| MIAMI UNIVERSITY | |||||
| 501 E HIGHT STREET | OXFORD | OH | 45056 | SUBCONTRACTOR | $170,000 |
| DELCOR TECHNOLOGY SOLUTIONS | |||||
| 8380 COLESVILLE ROAD SUITE 550 | SILVER SPRING | MD | 20910 | IT CONSULTANT | $167,753 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $4,419,113 | GovernmentGrantsAmt |
| All Other Contributions | $2,261,405 | AllOtherContributionsAmt |
| Total Contributions | $6,680,518 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $1,306,716 | $1,306,716 | |
| CONFERENCES | 900099 | $601,650 | $269,200 | $332,450 |
| SEMINARS AND TRAINING | 900099 | $440,268 | $440,268 | |
| CONTRACT REVENUE | 900099 | $400,737 | $400,737 | |
| PUBLICATIONS | 511140 | $901 | $901 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,750,272 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $116 | TotalRevenueColumnAmt |
| Exclusion | $116 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,316 | TotalRevenueColumnAmt |
| Exclusion | $11,316 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $509 | TotalRevenueColumnAmt |
| Exclusion | $509 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $509 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,442,731 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,417,822 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $344,391 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $897,263 | TotalAmt |
| Program Services | $897,263 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,004,030 | TotalAmt |
| Program Services | $756,533 | ProgramServicesAmt |
| Management And General | $245,345 | ManagementAndGeneralAmt |
| Fundraising | $2,152 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,533,877 | TotalAmt |
| Program Services | $2,143,370 | ProgramServicesAmt |
| Management And General | $373,856 | ManagementAndGeneralAmt |
| Fundraising | $16,651 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,773 | TotalAmt |
| Program Services | $121,700 | ProgramServicesAmt |
| Management And General | $14,954 | ManagementAndGeneralAmt |
| Fundraising | $1,119 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,382 | TotalAmt |
| Program Services | $301,898 | ProgramServicesAmt |
| Management And General | $57,304 | ManagementAndGeneralAmt |
| Fundraising | $2,180 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,774 | TotalAmt |
| Program Services | $236,909 | ProgramServicesAmt |
| Management And General | $49,289 | ManagementAndGeneralAmt |
| Fundraising | $1,576 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,088 | TotalAmt |
| Management And General | $23,088 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,803 | TotalAmt |
| Management And General | $153,803 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,372 | TotalAmt |
| Fundraising | $99,372 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $859,482 | TotalAmt |
| Program Services | $820,665 | ProgramServicesAmt |
| Management And General | $38,817 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,130 | TotalAmt |
| Program Services | $25,130 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,110 | TotalAmt |
| Program Services | $222,604 | ProgramServicesAmt |
| Management And General | $8,382 | ManagementAndGeneralAmt |
| Fundraising | $124 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,482 | TotalAmt |
| Program Services | $241,315 | ProgramServicesAmt |
| Management And General | $25,355 | ManagementAndGeneralAmt |
| Fundraising | $812 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,018 | TotalAmt |
| Program Services | $339,222 | ProgramServicesAmt |
| Management And General | $70,538 | ManagementAndGeneralAmt |
| Fundraising | $2,258 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,731 | TotalAmt |
| Program Services | $13,338 | ProgramServicesAmt |
| Management And General | $41,393 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,205 | TotalAmt |
| Program Services | $158,288 | ProgramServicesAmt |
| Management And General | $8,895 | ManagementAndGeneralAmt |
| Fundraising | $22 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,973 | TotalAmt |
| Program Services | $7,177 | ProgramServicesAmt |
| Management And General | $2,785 | ManagementAndGeneralAmt |
| Fundraising | $11 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,041 | TotalAmt |
| Program Services | $110,358 | ProgramServicesAmt |
| Management And General | $22,948 | ManagementAndGeneralAmt |
| Fundraising | $735 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,290 | TotalAmt |
| Program Services | $19,640 | ProgramServicesAmt |
| Management And General | $7,620 | ManagementAndGeneralAmt |
| Fundraising | $30 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TEMPORARY WORKERS | $268,708 | $268,708 | ||
| REBRANDING | $97,847 | $70,419 | $27,320 | $108 |
| EQUIPMENT RENTAL & PURC | $45,241 | $41,390 | $3,732 | $119 |
| PRINTING | $19,439 | $16,919 | $2,520 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,747 | TotalAmt |
| Program Services | $176,262 | ProgramServicesAmt |
| Management And General | $68,216 | ManagementAndGeneralAmt |
| Fundraising | $269 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,362,806 | TotalAmt |
| Program Services | $6,989,108 | ProgramServicesAmt |
| Management And General | $1,246,160 | ManagementAndGeneralAmt |
| Fundraising | $127,538 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $718,909 | BOYAmt |
| EOY | $751,636 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $621,571 | BOYAmt |
| EOY | $1,251,599 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $490,969 | BOYAmt |
| EOY | $627,668 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,986 | BOYAmt |
| EOY | $570,189 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,892 | BOYAmt |
| EOY | $159,593 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,233,808 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $620,347 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $719,695 | BOYAmt |
| EOY | $613,461 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,000 | BOYAmt |
| EOY | $250,000 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,201,211 | BOYAmt |
| EOY | $2,888,501 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,907 | BOYAmt |
| EOY | $85,907 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,462,140 | BOYAmt |
| EOY | $7,198,554 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $767,815 | BOYAmt |
| EOY | $1,041,570 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $605,683 | BOYAmt |
| EOY | $905,870 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,564,551 | BOYAmt |
| EOY | $4,158,398 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,938,049 | BOYAmt |
| EOY | $6,105,838 | 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 | $206,253 | BOYAmt |
| EOY | $672,104 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,838 | BOYAmt |
| EOY | $420,612 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $524,091 | BOYAmt |
| EOY | $1,092,716 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,462,140 | BOYAmt |
| EOY | $7,198,554 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,079,925 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$511,300 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $3,506,654 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,508,267 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,996,889 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,696,969 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,680,518 | CurrentTaxYearAmt |
| Total | $23,389,297 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,506,654 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,508,267 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,996,889 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,696,969 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,680,518 | CurrentTaxYearAmt |
| Total | $23,389,297 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,502,001 | SubstantialContributorsTotAmt |
| Public Support Total170 | $20,887,296 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,275 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,840 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,217 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $66,692 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,432 | CurrentTaxYearAmt |
| Total | $146,456 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,003 | CurrentTaxYearMinus4YearsAmt |
| Total | $1,003 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,775 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,281 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $509 | CurrentTaxYearAmt |
| Total | $29,936 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,566,692 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $12,317,476 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88630 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80390 | 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 - 2017 AMOUNT: $ 19,775. 2018 AMOUNT: $ 5,345. 2019 AMOUNT: $ 26. 2020 AMOUNT: $ 4,281. 2021 AMOUNT: $ 509. | 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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $17,187 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $17,187 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,345,619 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,362,806 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $568,140 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $142,035 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $499,591 | CurrentYearMinus3Amt |
| Current Year Minus2 | $556,032 | CurrentYearMinus2Amt |
| Current Year Minus1 | $508,012 | CurrentYearMinus1Amt |
| Current Year | $568,140 | CurrentYearAmt |
| Total | $2,131,775 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,197,663 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $21,282 | CurrentYearMinus3Amt |
| Current Year Minus2 | $15,815 | CurrentYearMinus2Amt |
| Current Year Minus1 | $17,366 | CurrentYearMinus1Amt |
| Current Year | $17,187 | CurrentYearAmt |
| Total | $71,650 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $124,898 | CurrentYearMinus3Amt |
| Current Year Minus2 | $139,008 | CurrentYearMinus2Amt |
| Current Year Minus1 | $127,003 | CurrentYearMinus1Amt |
| Current Year | $142,035 | CurrentYearAmt |
| Total | $532,944 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $799,416 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $1,088 | CurrentYearMinus2Amt |
| Total | $1,088 | TotalAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $806,643 | OtherCostOrOtherBasisAmt |
| Depreciation | $215,953 | DepreciationAmt |
| Book Value | $590,690 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $427,165 | OtherCostOrOtherBasisAmt |
| Depreciation | $404,394 | DepreciationAmt |
| Book Value | $22,771 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $613,461 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITY | $4,089,407 |
| FINANCE LEASE LIABILITY | $68,991 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,158,398 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,490,429 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $1,558,998 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,558,998 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,931,431 | RevenueSubtotalAmt |
| Other Revenues Not Included | $511,300 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $511,300 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,442,731 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,921,804 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,558,998 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $1,558,998 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,362,806 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,362,806 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ASSOCIATION FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION TOPIC 740-10, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED ON AN ENTITY'S CONSOLIDATED FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IT IS THE ASSOCIATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSES. THE ASSOCIATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2021 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. THE STATUTE OF LIMITATIONS GENERALLY REMAINS OPEN FOR THREE TAX YEARS WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ASSOCIATION FILES TAX RETURNS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | PPP LOAN FORGIVEN IN 2021 BUT RECOGNIZED IN 2020 511,300. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COURTNEY BALDRIDGE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6102 VERNON TERRACE | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22307 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING AND SPONSORSHIP | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $377,450 | GrossReceiptsAmt |
| Retained By Contractor | $99,372 | RetainedByContractorAmt |
| Net To Organization | $278,078 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $377,450 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $99,372 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $278,078 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | FUNDRAISING CONSULTANT PROVIDED STRATEGIC FUNDRAISING ADVICE AS WELL AS SOLICITATION OF CONTRIBUTIONS ON BEHALF OF THE ORGANIZATION. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (34 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| MIAMI UNIVERSITY | ||||||||
| 501 E HIGH STREET | OXFORD | OH | 45056 | 316402089 | 501(C)(3) | $0 | $150,943 | SERVICES FOR THE AGING GRANT |
| AMERICAN SOCIETY ON AGING | ||||||||
| 575 MARKET STREET SUITE 2100 | SAN FRANCISCO | CA | 94105 | 942292868 | 501(C)(3) | $0 | $90,000 | SERVICES FOR THE AGING GRANT |
| PARTNERS IN CARE FOUNDATION | ||||||||
| 732 NOTT STREET SUITE 150 | SAN FERNANDO | CA | 91340 | 953954057 | 501(C)(3) | $0 | $56,100 | SERVICES FOR THE AGING GRANT |
| TIRR MEMORIAL HERMAN | ||||||||
| 4605 POST OAK PLACE | HOUSTON | TX | 77027 | 760185588 | 501(C)(3) | $0 | $49,653 | SERVICES FOR THE AGING GRANT |
| ABLEMARLE COMMISSION | ||||||||
| 512 S CHURCH STREET | HERTFORD | NC | 27944 | 560987088 | 501(C)(3) | $0 | $30,000 | SERVICES FOR THE AGING GRANT |
| CENTRALINA REGIONAL COUNCIL | ||||||||
| 9815 DAVID TAYLOR DRIVE SUITE 1000 | CHARLOTTE | NC | 28262 | 560930373 | 501(C)(3) | $0 | $30,000 | SERVICES FOR THE AGING GRANT |
| APPALACHIAN AGENCY FOR SENIOR CITIZENS | ||||||||
| PO BOX 765 | CEDAR BLUFF | VA | 24609 | 540990533 | 501(C)(3) | $0 | $27,294 | SERVICES FOR THE AGING GRANT |
| CAPACITY BUILDERS | ||||||||
| 418 W BROADWAY SUITE C | FARMINGTON | NM | 87401 | 261077416 | 501(C)(3) | $0 | $26,052 | SERVICES FOR THE AGING GRANT |
| ELDER SERVICES OF THE MERRIMACK VALLEY | ||||||||
| 280 MERRIMACK STREET SUITE 400 | LAWRENCE | MA | 01843 | 042545136 | 501(C)(3) | $0 | $25,000 | SERVICES FOR THE AGING GRANT |
| CITY OF TALLADEGA | ||||||||
| 255 SOUTH STREET WEST | TALLADEGA | AL | 35160 | 636001372 | 501(C)(3) | $0 | $24,861 | SERVICES FOR THE AGING GRANT |
| OLDER ADULTS TECHNOLOGY SERVICES | ||||||||
| 168 7TH STREET SUITE 3A | BROOKLYN | NY | 11215 | 550882599 | 501(C)(3) | $0 | $20,000 | SERVICES FOR THE AGING GRANT |
| NORTHEAST IOWA AREA AGENCY ON AGING | ||||||||
| 3840 WEST 9TH STREET | WATERLOO | IA | 50702 | 521621262 | 501(C)(3) | $0 | $20,000 | SERVICES FOR THE AGING GRANT |
| HORIZON HEALTH | ||||||||
| 26814 143RD STREET | PIERZ | NM | 56364 | 411699160 | 501(C)(3) | $0 | $19,588 | SERVICES FOR THE AGING GRANT |
| NATIONAL COUNCIL ON AGING | ||||||||
| 251 18TH STREET SOUTH SUITE 500 | ARLINGTON | VA | 22202 | 131932384 | 501(C)(3) | $0 | $18,750 | SERVICES FOR THE AGING GRANT |
| SAN JUAN ISLANDS SHUTTLE SYSTEM | ||||||||
| 615 FRANCK STREET | FRIDAY HARBOR | WA | 98250 | 462599534 | 501(C)(3) | $0 | $18,537 | SERVICES FOR THE AGING GRANT |
| LEADINGAGE INC | ||||||||
| 2519 CONNECTICUT AVENUE | WASHINGTON | DC | 20008 | 136213525 | 501(C)(3) | $0 | $17,266 | SERVICES FOR THE AGING GRANT |
| AREA AGENCY ON AGING OF WEST CENTRAL ARKANSAS | ||||||||
| 905 WEST GRAND AVENUE | HOT SPRINGS | AR | 71913 | 710521904 | 501(C)(3) | $0 | $15,000 | SERVICES FOR THE AGING GRANT |
| AGING & IN-HOME SERVICE OF NORTHEAST INDIANA | ||||||||
| 8101 W JEFFERSON BOULEVARD | FORT WAYNE | IN | 46804 | 351341437 | 501(C)(3) | $0 | $15,000 | SERVICES FOR THE AGING GRANT |
| ALABAMA-TOMBIGBEE REGIONAL COMMISSION | ||||||||
| 107 BROAD STREET | CAMDEN | AL | 36726 | 630588933 | 501(C)(3) | $0 | $15,000 | SERVICES FOR THE AGING GRANT |
| CENTRAL ARKANSAS AREA AGENCY ON AGING INC | ||||||||
| 700 WEST RIVERFRONT DRIVE | NORTH LITTLE ROCK | AR | 72114 | 710521402 | 501(C)(3) | $0 | $15,000 | SERVICES FOR THE AGING GRANT |
| LUMBER RIVER COUNCIL OF GOVERNMENTS | ||||||||
| 30 CJ WALKER ROAD | PEMBROKE | NC | 28372 | 560985258 | 501(C)(3) | $0 | $15,000 | SERVICES FOR THE AGING GRANT |
| MID EAST COMMISSION | ||||||||
| 1502 N MARKET STREET SUITE A | WASHINGTON | NC | 27889 | 560905636 | 501(C)(3) | $0 | $15,000 | SERVICES FOR THE AGING GRANT |
| PENNYRILE AREA DEVELOPMENT DISTRICT | ||||||||
| 300 HAMMOND DRIVE | HOPKINSVILLE | KY | 42240 | 610702271 | 501(C)(3) | $0 | $15,000 | SERVICES FOR THE AGING GRANT |
| SOUTH ALABAMA REGIONNAL PLANNING COMMISSION | ||||||||
| 110 BEAUGARD STREET | MOBILE | AL | 36602 | 630501382 | 501(C)(3) | $0 | $15,000 | SERVICES FOR THE AGING GRANT |
| SOUTHWESTERN NORTH CAROLINA PLANNING & ECONOMIC DEVELOPMENT COMMISSION | ||||||||
| 125 BONNIE LANE | SYLVA | NC | 28779 | 560896753 | 501(C)(3) | $0 | $15,000 | SERVICES FOR THE AGING GRANT |
| WEST ALABAMA REGIONAL COMMISSION | ||||||||
| 4200 HIGHWAY 69 NORTH | NORTHPORT | AL | 35473 | 630519483 | 501(C)(3) | $0 | $15,000 | SERVICES FOR THE AGING GRANT |
| THE PARTNERSHIP FOR INCLUSIVE DISASTER STRATEGIES | ||||||||
| 112 N 8TH STREET | PHILADELPHIA | PA | 19107 | 813647983 | 501(C)(3) | $0 | $15,000 | SERVICES FOR THE AGING GRANT |
| AREA AGENCY ON AGING OF SOUTHEAST ARKANSAS | ||||||||
| 709 EAST 8TH AVENUE | PINE BLUFF | AR | 71611 | 710521880 | 501(C)(3) | $0 | $15,000 | SERVICES FOR THE AGING GRANT |
| PIEDMONT TRIAD REGIONAL COUNCIL | ||||||||
| 1398 CARROLLTON CROSSING DRIVE | KERNERSVILLE | NC | 27284 | 561241166 | 501(C)(3) | $0 | $15,000 | SERVICES FOR THE AGING GRANT |
| ASSOCIATION OF PROGRAMS FOR RURAL INDEPENDENT LIVING (APRIL) | ||||||||
| 11324 ARCADE DRIVE | LITTLE ROCK | AR | 72212 | 263931224 | 501(C)(3) | $0 | $12,500 | SERVICES FOR THE AGING GRANT |
| NATIONAL ASSOCIATION OF COUNCILS ON DEVELOPMENTAL DISABILITIES | ||||||||
| 1825 K STREET NW SUITE 600 | WASHINGTON | DC | 20006 | 161646154 | 501(C)(3) | $0 | $12,500 | SERVICES FOR THE AGING GRANT |
| NATIONAL DISABILITY RIGHTS NETWORK | ||||||||
| 820 FIRST STREET NE SUITE 740 | WASHINGTON | DC | 20002 | 592333653 | 501(C)(3) | $0 | $12,500 | SERVICES FOR THE AGING GRANT |
| ASSOCIATION OF UNIVERSITY CENTERS ON DISABILITIES | ||||||||
| 1100 WAYNE AVENUE SUITE 1000 | SILVER SPRING | MD | 20910 | 237189098 | 501(C)(3) | $0 | $12,499 | SERVICES FOR THE AGING GRANT |
| KERR-TAR COUNCIL OF GOVERNMENTS | ||||||||
| 1724 GRAHAM AVENUE | HENDERSON | NC | 27536 | 560961491 | 501(C)(3) | $0 | $7,435 | SERVICES FOR THE AGING GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 34 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTEES SUBMIT FINANCIAL AND TECHNICAL REPORTS ON A MONTHLY, QUARTERLY, AND/OR SEMI-ANNUAL BASIS IN ACCORDANCE WITH THE REQUIREMENTS ESTABLISHED IN THE GRANT AGREEMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SANDRA MARKWOOD | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $341,813 | $0 | $0 | $0 | $0 | $0 | $34,611 | $0 | $16,624 | $0 | $393,048 | $0 | $0 | $0 |
| AMY GOTWALS | ||||||||||||||
| CHIEF, PUBLIC POLICY & EXTERNAL AFFA | $178,016 | $0 | $0 | $0 | $0 | $0 | $18,289 | $0 | $11,646 | $0 | $207,951 | $0 | $0 | $0 |
| MARISA SCALA-FOLEY | ||||||||||||||
| DIRECTOR, AGING & DISABILITY BUSINES | $177,980 | $0 | $0 | $0 | $0 | $0 | $18,044 | $0 | $10,685 | $0 | $206,709 | $0 | $0 | $0 |
| GEOFFFEY MARTINY | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $171,325 | $0 | $0 | $0 | $0 | $0 | $17,105 | $0 | $7,892 | $0 | $196,322 | $0 | $0 | $0 |
| VIRGINIA DIZE | ||||||||||||||
| CO-DIRECTOR, NATIONAL AGING & DISABI | $130,889 | $0 | $0 | $0 | $0 | $0 | $13,264 | $0 | $14,170 | $0 | $158,323 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER (CEO) IS DETERMINED BASED ON THE PERFORMANCE OF THE CEO, AS EVALUATED BY A COMMITTEE OF THE BOARD OF DIRECTORS, AND COMPARABLE SALARIES OF CEO'S IN SIMILAR NONPROFIT ORGANIZATIONS BASED ON AVAILABLE SALARY SURVEYS IN ACCORDANCE WITH THE COMPENSATION POLICY. THE COMPENSATION AND BENEFITS PACKAGE IS MEMORIALIZED IN A WRITTEN EMPLOYMENT AGREEMENT WHICH IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY WAJDA TAKOMA DESIGN | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SPOUSE OF AMY GOTWALS (KEY EMPLOYEE) | RelationshipDescriptionTxt |
| Transaction | $17,420 | TransactionAmt |
| Transaction | GRAPHIC DESIGN SERVICES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION CURRENTLY HAS ONLY ONE CLASS OF MEMBER UNDER ITS BYLAWS BUT MAY CREATE OTHER CLASSES OF MEMBERSHIP. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS AND ITS PRESIDENT ARE ELECTED BY VOTE OF THE MEMBERSHIP. EACH MEMBER RECEIVES ONE VOTE AND UNDER THE BYLAWS OF THE ORGANIZATION, A QUORUM REQUIRES 20% OF THE FULL MEMBERSHIP WITH DUE NOTICE TO EACH MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS OF THE BOARD OF DIRECTORS RELATING TO BYLAW AMENDMENTS, ISSUES RELATING TO MEMBERSHIP AND BOARD COMPOSITION, AND DISSOLUTION AND DISTRIBUTION OF ASSETS ARE REQUIRED TO BE RATIFIED BY THE MEMBERSHIP, SUBJECT TO QUORUM REQUIREMENTS AS STATED IN THE BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTANT. MANAGEMENT OF THE ORGANIZATION REVIEWS THE 990 PRIOR TO FILING. A COPY OF THE APPROVED FORM 990 IS SENT TO ALL MEMBERS OF THE GOVERNING BODY VIA EMAIL PRIOR TO FILING THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO MEMBERS OF THE BOARD OF DIRECTORS AND OFFICERS OF THE ORGANIZATION. ANNUALLY EACH BOARD MEMBER IS REQUIRED TO COMPLETE A "CONFLICT OF INTEREST QUESTIONNAIRE" WHICH PROVIDES INFORMATION ON THEIR EMPLOYER, POSITION, AND IDENTIFICATION OF ANY POTENTIAL OR ACTUAL CONFLICTS OF WHICH THEY ARE AWARE. EACH BOARD MEMBER SIGNS THE FORM AND A STATEMENT AGREEING TO NOTIFY THE ORGANIZATION OF ANY CHANGE IN STATUS WITHIN 30 DAYS. THESE REPORTS ARE REVIEWED BY THE EXECUTIVE COMMITTEE, WHICH ATTEMPTS TO RESOLVE ANY ACTUAL OR POTENTIAL CONFLICT(S) AND, IN THE ABSENCE OF RESOLUTION, REFERS THE MATTER TO THE BOARD OF DIRECTORS. ANY BOARD OR COMMITTEE MEMBER WHO IS AWARE OF A POTENTIAL CONFLICT OF INTEREST WITH RESPECT TO ANY MATTER COMING BEFORE THE BOARD OR COMMITTEE SHALL NOT BE PRESENT FOR ANY DISCUSSION OF OR VOTE IN CONNECTION WITH THE MATTER. AS A GENERAL RULE, NO TRANSACTIONS ARE PERMITTED BETWEEN AN EMPLOYEE, THEIR FAMILY MEMBERS OR ORGANIZATIONS IN WHICH THEY OR THEIR FAMILY MEMBERS HAVE A FINANCIAL OR OTHER INTEREST IN THE ORGANIZATION. ANY EMPLOYEE WHO MEETS THE CRITERIA OF A KEY EMPLOYEE AS DEFINED IN THE INSTRUCTIONS TO FORM 990 IS REQUIRED TO FOLLOW THE SAME POLICY AS MEMBERS OF THE BOARD OF DIRECTORS AND OFFICERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE CHIEF EXECUTIVE OFFICER (CEO) OF THE ORGANIZATION IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE CONDUCTS AN ANNUAL REVIEW OF THE CEO'S PERFORMANCE AND DETERMINES THE COMPENSATION FOR THE UPCOMING YEAR BASED ON SALARY SURVEYS FOR COMPARABLE POSITIONS AND ORGANIZATIONS IN THE WASHINGTON DC AREA IN ACCORDANCE WITH THE COMPENSATION POLICY. THE COMPENSATION AND BENEFITS PACKAGE IS MEMORIALIZED IN AN EMPLOYMENT AGREEMENT APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. COMPENSATION OF KEY EMPLOYEES AND OFFICERS OTHER THAN THE CEO IS DETERMINED BY THE CEO BASED ON SALARY RANGES ESTABLISHED FOR EACH POSITION BASED ON COMPARABLE DATA CONTAINED IN SALARY SURVEYS. EACH KEY EMPLOYEE OR OTHER OFFICER IS EVALUATED ANNUALLY, AS ARE ALL EMPLOYEES, AND ANY RAISE IS RECOMMENDED BY THE CEO BASED ON PERFORMANCE AND THE APPROVED SALARY RANGE FOR THE POSITION. ANY CHANGES TO SALARY ARE COMMUNICATED ON A SALARY CHANGE NOTICE, A COPY OF WHICH IS MAINTAINED IN THE EMPLOYEE PERSONNEL FILE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES AVAILABLE TO THE PUBLIC, UPON WRITTEN OR IN-PERSON REQUEST, THE FORM 990 AND ALL DOCUMENTS REQUIRED BY LAW TO BE MADE AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS AND ALL OTHER DOCUMENTS, INCLUDING POLICY DOCUMENTS, ARE MADE AVAILABLE TO INTERESTED PARTIES ON A CASE BY CASE BASIS AND AT THE DISCRETION OF THE BOARD OF DIRECTORS AND/OR MANAGEMENT. |
| FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (B) | ADDITIONAL INFORMATION ON AVERAGE HOURS PER WEEK: THE HOURS SHOWN IN FORM 990, PART VII, FOR COMPENSATED EMPLOYEES REPRESENT THE HOURS RECORDED IN OUR PAYROLL SYSTEM. THE ACTUAL HOURS WORKED BY THE COMPENSATED INDIVIDUALS ARE SIGNIFICANTLY HIGHER THAN THOSE SHOWN IN PART VII. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS: PROGRAM SERVICE EXPENSES 820,665. MANAGEMENT AND GENERAL EXPENSES 38,817. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 859,482. |
| FORM 990, PART XI, LINE 9: | PPP LOAN FORGIVEN IN 2021 BUT RECOGNIZED IN 2020 -511,300. |
| FORM 990, PART XII, LINE 2C: | NO CHANGE FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL COMMUNITY HEALTH ALLIANCE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 NEW JERSEY AVENUE SUITE 350 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832411449 | EIN |
| Primary Activities | HOLD AND MANAGE PROGRAM-RELATED INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Total Income | -$8,747 | TotalIncomeAmt |
| End Of Year Assets | $34,455 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | USAGING | BusinessNameLine1Txt |
Comments