BETA

HEALTH ADVOCATES FOR OLDER PEOPLE INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
HEALTH ADVOCATES FOR OLDER PEOPLE INC (EIN 13-4165807)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-07-21
IRS object ID
202232029349300848
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-07-21T16:32:10-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-07-06SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALEXANDER LAZZARUOLOPreparerPersonNm
PTINP01775353PTIN
Phone2126617777PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
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$1,757,529GrossReceiptsAmt
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 Body20VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers100TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$238,676PYContributionsGrantsAmt
CY Contributions Grants$569,834CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income-$5,539PYInvestmentIncomeAmt
CY Investment Income$245,859CYInvestmentIncomeAmt
PY Other Revenue$144,714PYOtherRevenueAmt
CY Other Revenue$58,556CYOtherRevenueAmt
PY Total Revenue$377,851PYTotalRevenueAmt
CY Total Revenue$874,249CYTotalRevenueAmt
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$271,252PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$321,867CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$203,664PYOtherExpensesAmt
CY Other Expenses$204,854CYOtherExpensesAmt
PY Total Expenses$474,916PYTotalExpensesAmt
CY Total Expenses$526,721CYTotalExpensesAmt
PY Revenues Less Expenses-$97,065PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$347,528CYRevenuesLessExpensesAmt
Total Assets BOY$2,721,882TotalAssetsBOYAmt
Total Assets EOY$3,162,118TotalAssetsEOYAmt
Total Liabilities BOY$49,848TotalLiabilitiesBOYAmt
Total Liabilities EOY$21,419TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,672,034NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,140,699NetAssetsOrFundBalancesEOYAmt
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 SrvcYes (1)SignificantNewProgramSrvcInd
Significant ChangeYes (1)SignificantChangeInd
Expense$398,664ExpenseAmt
DescSOCIAL AND ENGAGEMENT OPPORTUNITIES AS PART OF THE HEALTHY AGING PROGRAMDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$38,699ExpenseAmt
DescEXERCISE AND WELLNESS CLASSES. IN 2020, AT THE ONSET OF COVID-19, HEALTH ADVOCATES MOVED 17 OF ITS IN-PERSON CLASSES ONLINE VIA ZOOM. WE HELD AT LEAST ONE EXERCISE CLASS SEVEN DAYS A WEEK, A BRIDGE CLASS, AND A REIKI CLASS ONCE A WEEK. OFTEN CLASSES HAD AS MANY AS 50, 60, OR 70 SENIORS ATTENDING, PROVING THE VALUE AND NEED THESE CLASSES PROVIDED FOR SENIORS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$22,135ExpenseAmt
DescHOME SAFETY PROGRAM WAS HELD MOSTLY ON ZOOM IN 2020. OUR HOME SAFETY COORDINATOR DID A WEEKLY ZOOM PROGRAM ON ORGANIZING AND MANAGING ONES HOME DURING COVID-19.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$459,498TotalProgramServiceExpensesAmt
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 Document28IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee6EmployeeCnt
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 Members20GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
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 (22 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
ROBERT SCHAEFER JR
1ST VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
DAVID L ROWE
2ND VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
LINDA M HARTLEY
TREASURER2.00Yes (X)Yes (X)$0$0$0
LAURA REID
SECRETARY2.00Yes (X)Yes (X)$0$0$0
STEVEN R KROHN
BOARD MEMEBER1.00Yes (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
CATHERINE J DOYLE
BOARD MEMBER1.00Yes (X)$0$0$0
DANIELLE DINEEN EARLS
BOARD MEMBER3.00Yes (X)$0$0$0
DANIEL ENTWISTLE
BOARD MEMBER1.00Yes (X)$0$0$0
GARY HEINZ
BOARD MEMBER3.00Yes (X)$0$0$0
RICHARD S JOHNSON
BOARD MEMBER6.00Yes (X)$0$0$0
NICHOLAS R B SORENSEN
BOARD MEMBER1.00Yes (X)$0$0$0
KIMBERLY WITTMER
BOARD MEMBER3.00Yes (X)$0$0$0
MARGUERITE YATES
BOARD MEMBER1.00Yes (X)$0$0$0
BEATRICE BARDIN
BOARD MEMBER2.00Yes (X)$0$0$0
LEONARD VAN LOWE
BOARD MEMBER3.00Yes (X)$0$0$0
JEPHTHA TAUSIG
BOARD MEMBER1.00Yes (X)$0$0$0
NANCY HOUGHTON
EXECUTIVE DIRECTOR40.00Yes (X)$103,002$0$4,330
KEVIN MESTRICH
DIRECTOR OF DEVELOPMENT40.00$111,057$0$7,037Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$214,059TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$11,367TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$178,636FundraisingAmt
Government Grants$81,513GovernmentGrantsAmt
All Other Contributions$309,685AllOtherContributionsAmt
Total Contributions$569,834TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$55,160TotalRevenueColumnAmt
Exclusion$55,160ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,033,776SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$843,077SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$190,699SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$190,699TotalRevenueColumnAmt
Exclusion$190,699ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$98,759FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$178,636ContriRptFundraisingEventAmt
Fundraising Direct Expenses$40,203FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$58,556TotalRevenueColumnAmt
Exclusion$58,556ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$874,249TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$304,415ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$107,332TotalAmt
Program Services$107,332ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$162,308TotalAmt
Program Services$162,308ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$32,722TotalAmt
Program Services$32,722ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$19,505TotalAmt
Program Services$19,505ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$27,175TotalAmt
Program Services$17,547ProgramServicesAmt
Management And General$9,628ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$26,255TotalAmt
Management And General$26,255ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$54,551TotalAmt
Program Services$37,004ProgramServicesAmt
Management And General$17,547ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$33,091TotalAmt
Program Services$28,962ProgramServicesAmt
Management And General$4,129ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,174TotalAmt
Program Services$5,174ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$35,919TotalAmt
Program Services$35,721ProgramServicesAmt
Management And General$198ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,973TotalAmt
Program Services$2,973ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,182TotalAmt
Management And General$2,182ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$7,142TotalAmt
Management And General$7,142ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSESDesc
Total$10,392TotalAmt
Program Services$10,250ProgramServicesAmt
Management And General$142ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$526,721TotalAmt
Program Services$459,498ProgramServicesAmt
Management And General$67,223ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$158,909BOYAmt
EOY$262,941EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$7,920EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,553,701BOYAmt
EOY$2,878,743EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$9,272BOYAmt
EOY$12,514EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,721,882BOYAmt
EOY$3,162,118EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$16,677BOYAmt
EOY$21,419EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$33,171BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$49,848BOYAmt
EOY$21,419EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,583,691BOYAmt
EOY$3,063,262EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$88,343BOYAmt
EOY$77,437EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,672,034BOYAmt
EOY$3,140,699EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,721,882BOYAmt
EOY$3,162,118EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$347,528ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$121,137NetUnrlzdGainsLossesInvstAmt
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$1,232,714CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$765,477CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$298,805CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$238,676CurrentTaxYearMinus1YearAmt
Current Tax Year$569,834CurrentTaxYearAmt
Total$3,105,506TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,232,714CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$765,477CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$298,805CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$238,676CurrentTaxYearMinus1YearAmt
Current Tax Year$569,834CurrentTaxYearAmt
Total$3,105,506TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,607,903SubstantialContributorsTotAmt
Public Support Total170$1,497,603PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,881CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$40,532CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$57,143CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40,854CurrentTaxYearMinus1YearAmt
Current Tax Year$55,160CurrentTaxYearAmt
Total$203,570TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,798CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$7,550CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,389CurrentTaxYearMinus1YearAmt
Total$17,737TotalAmt
FieldValueIRS element (for citing)
Total Support$3,326,813TotalSupportAmt
Public Support CY1700.45020PublicSupportCY170Pct
Public Support PY1700.37570PublicSupportPY170Pct
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 - 2017 AMOUNT: $ 1,798. 2019 AMOUNT: $ 7,550. 2020 AMOUNT: $ 8,389. 2021 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$243,114BeginningYearBalanceAmt
Contributions$223,973ContributionsAmt
Other Expenditures$234,879OtherExpendituresAmt
End Year Balance$232,208EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$187,060BeginningYearBalanceAmt
Contributions$59,800ContributionsAmt
Other Expenditures$55,235OtherExpendituresAmt
End Year Balance$191,625EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$190,337BeginningYearBalanceAmt
Contributions$58,000ContributionsAmt
Other Expenditures$61,277OtherExpendituresAmt
End Year Balance$187,060EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.66652BoardDesignatedBalanceEOYPct
Term Endowment Balance EOY0.33348TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$1,009,334TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$121,137NetUnrealizedGainsInvstAmt
Other Revenue$40,203OtherRevenueAmt
Revenue Not Reported$161,340RevenueNotReportedAmt
Revenue Subtotal$847,994RevenueSubtotalAmt
Investment Expenses Not Incld$26,255InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$26,255RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$874,249TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$540,669TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$40,203OtherExpensesIncludedAmt
Expenses Not Reported$40,203ExpensesNotReportedAmt
Expenses Subtotal$500,466ExpensesSubtotalAmt
Investment Expenses Not Incld2$26,255InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$26,255ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$526,721TotalExpensesPerForm990Amt

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, 2021 AND DECEMBER 31, 2020.
PART XI, LINE 2D - OTHER ADJUSTMENTS:GROSS-UP OF SPECIAL EVENT 40,203.
PART XII, LINE 2D - OTHER ADJUSTMENTS:GROSS-UP OF SPECIAL EVENT EXPENSES 40,203.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1JAZZ ON THE TERRACEEvent1Nm
Gross Receipts Event1$277,395GrossReceiptsEvent1Amt
Charitable Contri Event1$178,636CharitableContriEvent1Amt
Gross Revenue Event1$98,759GrossRevenueEvent1Amt
Food And Beverage Event1$27,854FoodAndBeverageEvent1Amt
Entertainment Event1$8,000EntertainmentEvent1Amt
Other Direct Expenses Event1$4,349OtherDirectExpensesEvent1Amt
Gross Receipts Total$277,395GrossReceiptsTotalAmt
Charitable Contributions Tot$178,636CharitableContributionsTotAmt
Gross Revenue Total Events$98,759GrossRevenueTotalEventsAmt
Food And Beverage Total Events$27,854FoodAndBeverageTotalEventsAmt
Entertainment Total Events$8,000EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$4,349OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$40,203DirectExpenseSummaryEventsAmt
Net Income Summary$58,556NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 2IN ADDITION TO OUR USUAL 15 EXERCISE AND WELLNESS CLASSES WE INITIATED MORE ZOOM CALLS THAT GAVE SENIORS THE OPPORTUNITY TO TALK, SHARE THEIR EXPERIENCES AND ASK QUESTIONS. WE FEATURED SEVERAL ART TOURS GIVEN BY A DOCENT AT THE WHITNEY MUSEUM. WE FEATURED A DISCUSSION ABOUT EMERGENCE ALERT OPTIONS, MEDICARE AND MEDICAID, AND OTHER TOPICS OF INTEREST TO OLDER ADULTS. TO ALLEVIATE DEPRESSION, LONELINESS AND TO ENCOURAGE FRIENDSHIP AND ENGAGEMENT, WE OFFERED A SERIES OF SEMINAR PROGRAMS TO HELP SENIORS THINK ABOUT POSITIVE MENTAL HEALTH, AND BUILDING A NETWORK OF FRIENDS AND ACQUAINTANCES.
FORM 990, PART III, LINE 3IN ADDITION TO EXERCISE, WELLNESS, ENGAGEMENT AND FRIENDSHIP, WE FOCUS ON INTERGENERATIONAL OPPORTUNITIES. MANY SENIORS DO NOT REGULARLY ENGAGE WITH YOUNGER PEOPLE. OUR LUNCHES, COOKOUTS AND SOCIAL EVENTS GIVE THEM THE OPPORTUNITY TO TALK WITH A VARIETY OF PEOPLE OF DIFFERENT AGES. FOR FIVE YEARS WE HAVE HAD A STRONG PROGRAM OF ONE TO ONE TECH TUTORING WITH HIGH SCHOOL STUDENTS FROM TWO COMMUNITY SCHOOLS TO TEACH SENIORS HOW TO USE THEIR CELL AND SMART PHONES AS WELL AS THEIR COMPUTERS. THIS SPRING WE HAVE A SPECIAL PROGRAM WITH 21 REGIS HIGH SCHOOL SENIORS WHO HAVE SPENT MARCH, APRIL AND MAY PROVIDING TECH TUTORING AND OTHER SERVICES SUCH AS GROCERY SHOPPING, AND ESCORTING SENIORS TO THEIR APPOINTMENTS. THEY ARE ALSO HELPING HA DEVELOP A HOUSING RESOURCE BOOK FOR THE BRONX, QUEENS AND BROOKLYN.
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.
FORM 990, PART IX, LINE 11GCONSULTING FEES: PROGRAM SERVICE EXPENSES 5,027. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,027. : PROGRAM SERVICE EXPENSES 31,977. MANAGEMENT AND GENERAL EXPENSES 17,547. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,524.

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