2021-08-02T08:52:09-05:00 2020-09-30 522385296 LINDQUIST LLP 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2019-10-01 942292868 AMERICAN SOCIETY ON AGING AMER 4159749600 605 MARKET STREET NO 1111 SAN FRANCISCO CA 94105 ROBERT R LOWE COO 4159749600 2021-08-02 1 JESSICA R ROSTER P01317380 9252779100 2019 2022-09-23 18:48:47Z X ROBERT R LOWE 605 MARKET STREET NO 1111 SAN FRANCISCO CA 94105 2585572 0 X WWW.ASAGING.ORG X 1954 CA FOUNDED IN 1954 AS THE WESTERN GERONTOLOGICAL SOCIETY, THE AMERICAN SOCIETY ON AGING IS AN ASSOCIATION OF DIVERSE INDIVIDUALS BOUND BY A COMMON GOAL: TO SUPPORT THE COMMITMENT AND ENHANCE THE KNOWLEDGE AND SKILLS OF THOSE WHO SEEK TO IMPROVE THE QUALITY OF LIFE OF OLDER ADULTS AND THEIR FAMILIES. 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AS A RESULT, ASA HAS BECOME THE GO-TO SOURCE TO CULTIVATE LEADERSHIP, ADVANCE KNOWLEDGE AND ADVOCATE ON BEHALF OF MEMBERS WITH EXTENSIVE YEAR-ROUND NETWORKING, EDUCATIONAL AND POLICY PROGRAMMING. 0 0 1150622 992960 EDUCATION AND TRAINING:MORE THAN 8,000 PROFESSIONALS PARTICIPATED IN ASA'S WEBINARS, VIRTUAL CONFERENCE, AND ONLINE COURSES. 338261 0 MEMBERSHIP PROGRAM:ASA MEMBERSHIP PROVIDES NO-COST OR DISCOUNTED ACCESS TO PREMIUM ASA PROGRAMS AND ONLINE AS WELL AS IN-PERSON NETWORKING PROFESSIONAL DEVELOPMENT OPPORTUNITIES. 445395 32245 PRODUCTS AND PUBLICATIONS:ASA'S HIGHLY REGARDED PUBLICATIONS, GENERATIONS AND AGING TODAY, MADE THE TRANSITION FROM PRINT TO DIGITAL AND ARE NOW ACCESSIBLE ONLINE AS GENERATIONS JOURNAL AND GENERATIONS TODAY AT HTTPS://GENERATIONS.ASAGING.ORG. 91711 ASA PARTNERS WITH NUMEROUS ORGANIZATIONS AND FUNDERS TO INNOVATE ACROSS THE SPECTRUM OF RELEVANT PROFESSIONAL EDUCATION AND MAINTAINING KEY CHANNELS OF CROSS-CONNECTION BETWEEN RESEARCH, POLICY AND PRACTICE IN AGING. 91711 2025989 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 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 1 37 0 1 22 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X VICKY NGUYEN 4159749600 605 MARKET STREET SUITE 1111 SAN FRANCISCO CA 94105 KARYNE JONES CHAIRPERSON 1.00 X X 0 0 0 MICHAEL ADAMS CHAIR - ELECT 1.00 X X 0 0 0 ROBERT BLANCATO IMMEDIATE PAST CHAIR - PAST 1.00 X X 0 0 0 ROBERT ECKARDT MEMBER - PAST 1.00 X 0 0 0 JEAN ACCIUS SECRETARY 1.00 X X 0 0 0 LISA GABLES CHAIR ELECT/TREASURER - PAST 1.00 X X 0 0 0 DAVID CASEY MEMBER - PAST 1.00 X 0 0 0 RICHARD BROWDIE MEMBER 1.00 X 0 0 0 PAUL DOWNEY MEMBER 1.00 X 0 0 0 BRIAN DUKE TREASURER / MEMBER - PAST 1.00 X X 0 0 0 JOYCE GALLAGHER MEMBER - PAST 1.00 X 0 0 0 MARIA HENKE MEMBER 1.00 X 0 0 0 BROOKE HOLLISTER MEMBER 1.00 X 0 0 0 KAREN KOLB FLUDE MEMBER 1.00 X 0 0 0 DANIEL LAI MEMBER 1.00 X 0 0 0 REBECCA MORGAN MEMBER 1.00 X 0 0 0 SCOTT PEIFER MEMBER 1.00 X 0 0 0 KEVIN PRINDIVILLE MEMBER 1.00 X 0 0 0 DEBORAH M ROYSTER MEMBER 1.00 X 0 0 0 JOHN MARK THOMPSON MEMBER - PAST 1.00 X 0 0 0 PHILIP B STAFFORD MEMBER 1.00 X 0 0 0 JOYCE L WALKER MEMBER 1.00 X 0 0 0 GINNA BAIK MEMBER 1.00 X 0 0 0 CONNIE BENTON WOLFE MEMBER 1.00 X 0 0 0 YANIRA CRUZ MEMBER 1.00 X 0 0 0 ROBERT ESPINOZA MEMBER 1.00 X 0 0 0 CYNTHIA BANKS MEMBER/INTERIM CEO - PAST 1.00 X X 43088 0 0 PETER KALDES CEO 56.00 X 0 0 0 ROBERT STEIN PRESIDENT AND CEO - PAST 56.00 X 359200 0 35282 CAROLE ANDERSON VP FOR EDUCATION 40.00 X 120002 0 11598 ROBERT LOWE CHIEF OPERATING OFFICER 49.00 X 133304 0 18405 655594 0 65285 3 0 1 0 REACTION AUDIO VISUAL LLC 30400 ESPERANZA STREET RANCHO SANTA MARGARITA CA 92688 GRAPHIC DESIGN 131718 DAKOTA PRESS LLC 14400 DOOLITTLE DRIVE SAN LEANDRO CA 94577 PRINTING SERVICES 100361 2 774368 702042 1476410 EDUCATION AND TRAINING 900099 992960 992960 992960 4490 4490 68157 0 68157 68157 68157 PUBLICATION REVENUE 900099 38406 27096 11310 ADVERTISING SALES 900099 5149 5149 43555 2585572 1025205 11310 72647 359426 105562 253864 1039677 713835 325842 20486 19027 1459 92960 61489 31471 94619 60011 34608 183311 130512 52799 33824 33474 350 246388 223251 23137 199262 127745 71517 580915 307423 273492 28419 12868 15551 77325 45644 31681 AV SERVICES 78054 72675 5379 EDITORIAL SERVICES 50337 50337 0 GRAPHIC DESIGN 32822 32822 0 EXHIBIT & EVENT SERVICE 22880 16169 6711 16303 13145 3158 3157008 2025989 1131019 0 105347 114866 1380416 1107875 299238 177929 9673 0 127236 77489 755608 431359 165135 324249 31138 49872 3668 2136917 1837214 144583 163471 610719 715574 147990 755302 1027035 X 1358821 810179 22794 0 1381615 810179 2136917 1837214 -571436 0 X X 0 1 X 1 0 X 2007373 1659415 1667698 1684889 1476410 8495785 1515358 1434379 1456274 1368924 992960 6767895 3522731 3093794 3123972 3053813 2469370 15263680 110000 120000 95000 138000 119000 582000 54538 186103 162858 179676 284517 867692 164538 306103 257858 317676 403517 1449692 13813988 341 2010 8806 91657 72647 175461 341 2010 8806 91657 72647 175461 180481 178475 146647 43555 549158 3523072 3276285 3311253 3292117 2585572 15988299 0.86400 0.98340 0.01100 0.00620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 63420 63420 0 152598 119926 32672 539590 248013 291577 324249 X 2585572 0 2585572 0 2585572 3157008 0 3157008 0 3157008 PART X, LINE 2: THE ORGANIZATION'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF SEPTEMBER 30, 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS. THE ORGANIZATION'S MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2017. X X X 0 0 0 0 0 0 0 0 0 ROBERT STEIN PRESIDENT AND CEO - PAST 359200 0 0 0 0 0 25299 0 9983 0 394482 0 0 0 ROBERT LOWE CHIEF OPERATING OFFICER 133304 0 0 0 0 0 6129 0 12276 0 151709 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS FOUR CLASSES OF MEMBERS: GENERAL, ORGANIZATIONAL, STUDENT AND HONORARY. ALL MEMBERS HAVE VOTING RIGHTS EXCEPT FOR HONORARY MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF FORM 990 WAS SENT TO THE EXECUTIVE COMMITTEE OF THE BOARD AND THEN TO THE FULL BOARD OF DIRECTORS FOR REVIEW AND COMMENTS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT-OF-INTEREST POLICY APPLIES TO THE BOARD OF DIRECTORS AND THE ORGANIZATION'S STAFF. THE POLICY IS ESTABLISHED, APPROVED BY THE BOARD AND REGULARLY MONITORED BY THE BOARD AND MANAGEMENT ANNUALLY FOR UPDATE. ENTERING INTO ANY CONTRACT OR AGREEMENT WITH THE ORGANIZATION AND INVOLVING A CONFLICT OF INTEREST IS PROHIBITED UNDER THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF PRESIDENT/CEO IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE ON EACH CONTRACT TERM. THIS PROCESS WAS LAST DONE IN 2020. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990 PART XIII LINE 2C: THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED.