2022-07-21T16:32:10-05:00 2021-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2021-01-01 134165807 HEALTH ADVOCATES FOR OLDER PEOPLE INC HEAL 2129801700 420 LEXINGTON AVENUE SUITE 300 NEW YORK NY 10170 LINDA M HARTLEY TREASURER 2129801700 2022-07-06 1 LINDA HARTLEY 999009999 ALEXANDER LAZZARUOLO P01775353 2126617777 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X LINDA M HARTLEY 420 LEXINGTON AVENUE SUITE 300 NEW YORK NY 10170 1757529 0 X WWW.HAFOP.ORG X 1985 NY PROMOTE SAFE & HEALTHY AGING THROUGH PROGRAMS DESIGNED TO FACILITATE INDEPENDENCE. 20 20 6 100 0 0 238676 569834 0 0 -5539 245859 144714 58556 377851 874249 0 0 0 0 271252 321867 0 0 0 203664 204854 474916 526721 -97065 347528 2721882 3162118 49848 21419 2672034 3140699 X TO PROMOTE HEALTHY AGING THROUGH WELLNESS, EXERCISE CLASSES AND HOME SAFETY VISITS AND PROVIDE FOR THE GROWING FRAIL ELDERLY POPULATION WITH THE TOOLS, TECHNIQUES AND SUPPORT NEEDED TO AGE WITH VITALITY AND INDEPENDENCE. 1 1 398664 SOCIAL AND ENGAGEMENT OPPORTUNITIES AS PART OF THE HEALTHY AGING PROGRAM 38699 EXERCISE 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. 22135 HOME 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. 459498 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 28 0 1 6 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X NANCY HOUGHTONTHE ORG 2129801700 420 LEXINGTON AVENUE SUITE 300 NEW YORK NY 10170 GWENDOLEN L WADE PRESIDENT 10.00 X X 0 0 0 ROBERT SCHAEFER JR 1ST VICE PRESIDENT 1.00 X X 0 0 0 DAVID L ROWE 2ND VICE PRESIDENT 1.00 X X 0 0 0 LINDA M HARTLEY TREASURER 2.00 X X 0 0 0 LAURA REID SECRETARY 2.00 X X 0 0 0 STEVEN R KROHN BOARD MEMEBER 1.00 X 0 0 0 NANCY G CARR BOARD MEMBER 2.00 X 0 0 0 CECILIA CROWHURST BOARD MEMBER 2.00 X 0 0 0 PEGGY ANNE DINEEN BOARD MEMBER 1.00 X 0 0 0 CATHERINE J DOYLE BOARD MEMBER 1.00 X 0 0 0 DANIELLE DINEEN EARLS BOARD MEMBER 3.00 X 0 0 0 DANIEL ENTWISTLE BOARD MEMBER 1.00 X 0 0 0 GARY HEINZ BOARD MEMBER 3.00 X 0 0 0 RICHARD S JOHNSON BOARD MEMBER 6.00 X 0 0 0 NICHOLAS R B SORENSEN BOARD MEMBER 1.00 X 0 0 0 KIMBERLY WITTMER BOARD MEMBER 3.00 X 0 0 0 MARGUERITE YATES BOARD MEMBER 1.00 X 0 0 0 BEATRICE BARDIN BOARD MEMBER 2.00 X 0 0 0 LEONARD VAN LOWE BOARD MEMBER 3.00 X 0 0 0 JEPHTHA TAUSIG BOARD MEMBER 1.00 X 0 0 0 NANCY HOUGHTON EXECUTIVE DIRECTOR 40.00 X 103002 0 4330 KEVIN MESTRICH DIRECTOR OF DEVELOPMENT 40.00 X 111057 0 7037 214059 0 11367 2 0 0 0 0 178636 81513 309685 569834 55160 55160 1033776 843077 190699 190699 190699 98759 178636 40203 58556 58556 874249 0 0 304415 X 107332 107332 162308 162308 32722 32722 19505 19505 27175 17547 9628 26255 26255 54551 37004 17547 33091 28962 4129 5174 5174 35919 35721 198 2973 2973 2182 2182 7142 7142 OTHER EXPENSES 10392 10250 142 526721 459498 67223 0 158909 262941 7920 2553701 2878743 9272 12514 2721882 3162118 16677 21419 33171 0 49848 21419 X 2583691 3063262 88343 77437 2672034 3140699 2721882 3162118 347528 121137 0 X 0 1 X 1 0 X 1232714 765477 298805 238676 569834 3105506 1232714 765477 298805 238676 569834 3105506 1607903 1497603 9881 40532 57143 40854 55160 203570 1798 7550 8389 17737 3326813 0.45020 0.37570 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2017 AMOUNT: $ 1,798. 2019 AMOUNT: $ 7,550. 2020 AMOUNT: $ 8,389. 2021 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 243114 223973 234879 232208 211525 178600 147011 243114 191625 118151 98251 211525 187060 59800 55235 191625 190337 58000 61277 187060 0.66652 0.33348 0 0 0 1009334 121137 40203 161340 847994 26255 26255 874249 540669 40203 40203 500466 26255 26255 526721 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. JAZZ ON THE TERRACE 277395 178636 98759 27854 8000 4349 277395 178636 98759 27854 8000 4349 40203 58556 FORM 990, PART III, LINE 2 IN 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 3 IN 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 11B PRIOR TO FILING, THE FORM 990 WAS MADE AVAILABLE TO ALL BOARD MEMBERS FOR THEIR REVIEW AND COMMENTS. THE BOARD'S PRESIDENT AND TREASURER COMPLETED THE FINAL REVIEW OF THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS REQUIRED TO COMPLETE A MANAGEMENT PERSON DISCLOSURE STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BY USING COMPARABILITY SURVEYS OF COMPENSATION FROM SIMILAR ORGANIZATIONS RECEIVED BY THE OUTSIDE ACCOUNTANTS, WHICH IS APPROVED BY THE BOARD. THE EXECUTIVE DIRECTOR ALONG WITH THE BOARD DETERMINE COMPENSATION FOR OTHERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING 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.