GERONTOLOGICAL SOCIETY OF AMERICA: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
GERONTOLOGICAL SOCIETY OF AMERICA (EIN 52-1256181)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-09-11
IRS object ID
201942549349301414
Schema version
2018v3.1
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)
Return2019-09-11T14:30:11-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521392008PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GELMAN ROSENBERG & FREEDMANBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14550 MONTGOMERY AVE SUITE 800NAddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP208142930ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521256181EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GERONTOLOGICAL SOCIETY OF AMERICABusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGEROBusinessNameControlTxt
Phone2028421275PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11220 L STREET NW NO 901AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200054018ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES B EVANSPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone2028421275PhoneNum
Signature2019-09-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Phone3019519090PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address75.103.231.202IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-09-11IPDt
IP Tm15:30:05IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id4FA38BE9C690C82C721A5060F87FC7588CB81F81AtSubmissionCreationDeviceId
At Submission Filing Device IdE178390A96A31AA2C932B4652DDB7833C5F225F9AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAMES C APPLEBYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11220 L STREET NW NO 901AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200054018ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,510,222GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.GERON.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1945FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionSEE PART III, LINE 1.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee22TotalEmployeeCnt
Total Volunteers225TotalVolunteersCnt
Total Gross UBI$35,669TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$10,390NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,151,719PYContributionsGrantsAmt
CY Contributions Grants$1,708,348CYContributionsGrantsAmt
PY Program Service Revenue$7,473,454PYProgramServiceRevenueAmt
CY Program Service Revenue$5,293,134CYProgramServiceRevenueAmt
PY Investment Income$236,600PYInvestmentIncomeAmt
CY Investment Income$359,210CYInvestmentIncomeAmt
PY Other Revenue$75,670PYOtherRevenueAmt
CY Other Revenue$92,256CYOtherRevenueAmt
PY Total Revenue$9,937,443PYTotalRevenueAmt
CY Total Revenue$7,452,948CYTotalRevenueAmt
PY Grants And Similar Paid$13,780PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$31,975CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,749,076PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,352,740CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$6,427,678PYOtherExpensesAmt
CY Other Expenses$4,199,731CYOtherExpensesAmt
PY Total Expenses$9,190,534PYTotalExpensesAmt
CY Total Expenses$6,584,446CYTotalExpensesAmt
PY Revenues Less Expenses$746,909PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$868,502CYRevenuesLessExpensesAmt
Total Assets BOY$10,971,006TotalAssetsBOYAmt
Total Assets EOY$9,271,289TotalAssetsEOYAmt
Total Liabilities BOY$3,135,472TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,045,999TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,835,534NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,225,290NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE GERONTOLOGICAL SOCIETY OF AMERICA (GSA), FOUNDED IN 1945, IS THE OLDEST AND LARGEST INTERDISCIPLINARY ORGANIZATION DEVOTED TO RESEARCH, EDUCATION, AND PRACTICE IN THE FIELD OF AGING. GSA'S PRINCIPAL MISSION IS TO ADVANCE THE STUDY OF AGING AND (CONTINUED ON SCHEDULE O)DISSEMINATE INFORMATION AMONG SCIENTISTS, DECISION MAKERS, AND THE GENERAL PUBLIC.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant ChangeYes (1)SignificantChangeInd
Expense$1,424,865ExpenseAmt
Revenue$1,996,718RevenueAmt
DescMEETINGS: THE SOCIETY HOSTS AN ANNUAL SCIENTIFIC MEETING EACH NOVEMBER. THE 2018 ANNUAL SCIENTIFIC MEETING WAS HELD IN BOSTON, MASSACHUSSETS AND BRINGS TOGETHER MORE THAN 4,300 INTERNATIONAL EXPERTS AND PARTNERS FROM ACADEMIA, INDUSTRY, GOVERNMENT, AND BEYOND TO EXCHANGE INFORMATION AND TO DISCUSS THE BROADER ROLE OF AGING SCIENCE. AS THE PREMIER GATHERING OF GERONTOLOGISTS FROM BOTH THE UNITED STATES AND AROUND THE WORLD, ATTENDEES PARTICIPATE IN OVER 450 SCIENTIFIC SESSIONS INCLUDING SYMPOSIA, PAPER, AND POSTER PRESENTATIONS.THE 2018 AGHE ANNUAL MEETING AND EDUCATIONAL LEADERSHIP CONFERENCE WAS HELD IN MARCH ATLANTA GEORGIA. IT IS THE PREMIER INTERNATIONAL FORUM FOR DISCUSSING IDEAS AND ISSUES IN GERONTOLOGICAL AND GERIATRIC EDUCATION. EDUCATORS, CLINICIANS, ADMINISTRATORS, RESEARCHERS, AND STUDENTS SHARE THEIR EXPERIENCES, EXPERTISE, AND INNOVATIONS REGARDING TEACHING AND LEARNING ABOUT AGING AND OLDER PERSONS. IN 2019 THE AGHE ANNUAL MEETING ACTIVITIES WILL BE MERGED INTO THE GSA ANNUAL SCIENTIFIC MEETING.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,598,973ExpenseAmt
Grant$31,975GrantAmt
Revenue$464,776RevenueAmt
DescGRANTS AND STRATEGIC INITIATIVES: GSA COMPLETED THE SUBMISSION OF A PLANNING GRANT WITH THE RETIREMENT RESEARCH FOUNDATION (RRF); THE GRANT TO SUPPORT THE ANNUAL SCIENTIFIC MEETING (ASM) BIOLOGICAL SCIENCES PROGRAMMING; AND GRANT SUPPORT FOR THE JOURNALIST IN AGING FELLOWS PROGRAM.GSA HAS ESTABLISHED ITSELF AS A CONVENER OF MULTI-STAKEHOLDER COLLABORATIONS IN THE FIELD OF AGING; THESE INCLUDE THE NATIONAL ADULT VACCINATION PROGRAM, COMMUNICATING EFFECTIVELY WITH OLDER ADULTS: WHAT REALLY WORKS ONLINE TRAINING MODULE SERIES, AND SUCH INITIATIVES AS OTC MEDICATION BEHAVIORS OF OLDER ADULTS; OTC SLEEP AIDS AND SLEEP HEALTH IN OLDER ADULTS; OTC MEDICATION RECONCILIATION FOR OLDER ADULTS; COGNITIVE IMPAIRMENT DETECTION AND EARLIER DIAGNOSIS; PAIN MANAGEMENT; MALNUTRITION; ORAL HEALTH: AND HUMAN-ANIMAL INTERACTION AND HEALTHY AGING.IN LIGHT OF THE GROWING DEMANDS OF THE OLDER ADULT POPULATION, A GSA CORPORATE ADVISORY PANEL WORKS STRATEGICALLY WITH THE SOCIETY TO ADDRESS THE MULTI-FACETED ISSUES IMPACTING AGING RESEARCH, EDUCATION, PRACTICE ENTERPRISE, AND BUSINESS MODELS. TACKLING THE ISSUES AND CHALLENGES BEING PLACED ON INDUSTRY, GOVERNMENT, THE HEALTHCARE SYSTEM, COMMUNITIES, FAMILIES, AND INDIVIDUALS, THE PANEL IDENTIFIES SOLUTIONS THAT ADDRESS THE EVER-GROWING NEED FOR INNOVATIVE TECHNOLOGY, PRODUCTS, SERVICES, AND SUPPORT.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$682,967ExpenseAmt
Revenue$1,922,199RevenueAmt
DescPUBLICATIONS: THE SOCIETY PUBLISHES SEVERAL PEER-REVIEWED JOURNALS: INNOVATION AND AGING, THE GERONTOLOGIST, THE JOURNALS OF GERONTOLOGY SERIES A: BIOLOGICAL AND MEDICAL SCIENCES, AND THE JOURNALS OF GERONTOLOGY, SERIES B: PSYCHOLOGICAL AND SOCIAL SCIENCES. THESE PUBLICATIONS PROVIDE RESEARCHERS IN THE FIELD OF GERONTOLOGY THE OPPORTUNITY TO SHARE THEIR FINDINGS. GSA'S PUBLIC POLICY INSTITUTE PUBLISHES THE PUBLIC POLICY & AGING REPORT. THIS PUBLICATION EXPLORES POLICY ISSUES GENERATED BY THE AGING OF AMERICAN SOCIETY.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmtDescDescRevenueRevenueAmt
$230,086PUBLIC POLICY: GSA'S PUBLIC POLICY OUTREACH IS RESPONSIBLE FOR DEVELOPING AND MANAGING THE SOCIETY'S RELATIONSHIPS WITH 1) OTHER ORGANIZATIONS IN THE AGING ARENA, INCLUDING SERVING AS A LIAISON TO ASSIGNED PARTNER ORGANIZATIONS; 2) MAJOR PROGRAMS AND PROJECTS WITH PHILANTHROPIC AND GOVERNMENT FUNDING ORGANIZATIONS; AND 3) POLICY-RELATED ACTIVITIES AND THE NATIONAL ACADEMY ON AN AGING SOCIETY.
$268,957MEMBER ACTIVITIES: THE SOCIETY PROVIDES ITS 5,500 MEMBERS WITH THE OPPORTUNITY TO PRESENT THEIR RESEARCH FINDINGS, AND LEARN ABOUT THE RESEARCH FINDINGS OF OTHERS, AT ITS ANNUAL SCIENTIFIC MEETING. SESSIONS ON RESEARCH, EDUCATION AND PRACTICE RELATED TO ALL FACETS OF AGING AND THE AGING PROCESSES ARE FEATURED. THE SOCIETY ALSO PROVIDES MEMBERS WITH A MONTHLY PRINT NEWSLETTER, GERONTOLOGY NEWS, REGULAR E-MAIL UPDATES, GSA ANNOUNCEMENTS, BOTH OF WHICH COVER THE LATEST NEWS IN THE PROFESSION AND UPDATES MEMBERS ABOUT THE SOCIETY'S ACTIVITIES. GSA CONNECT FOSTERS INTERDISCIPLINARY COLLABORATION AND LEARNING. THE SOCIETY HAS A ROBUST AWARDS PROGRAM TO RECOGNIZE EXCELLENCE IN THE FIELDS OF GERONTOLOGY AND GERONTOLOGICAL RESEARCH. THE ASSOCIATION FOR GERONTOLOGY IN HIGHER EDUCATION (AGHE) PROVIDES LEADERSHIP AND SUPPORT OF GERONTOLOGY AND GERIATRICS EDUCATION FACULTY AND STUDENTS AT EDUCATIONAL INSTITUTIONS.$870,771
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$499,043TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$870,771TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$4,205,848TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
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 Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document109IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee22EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
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 Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
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 Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES B EVANSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2028421275PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11220 L STREET NW NO 901AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200054018ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
S MICHAL JAZWINSKI
PRES. ELECT/PRESIDENT (EFF. 11/18)4.25Yes (X)Yes (X)$0$0$0
DAVID EKERDT
PRESIDENT/PAST PRES. (EFF. 11/18)4.25Yes (X)Yes (X)$0$0$0
BARBARA RESNICK
PAST PRESIDENT (UNTIL 11/18)1.00Yes (X)Yes (X)$0$0$0
YURI JANG
SECRETARY1.00Yes (X)Yes (X)$0$0$0
SUZANNE KUNKEL
TREASURER1.00Yes (X)Yes (X)$0$0$0
JANET WILMOTH
TREASURER ELECT (EFF. 11/18)1.00Yes (X)Yes (X)$0$0$0
SHANI BARDACH
BOARD MEMBER (UNTIL 11/18)1.00Yes (X)$0$0$0
MARLA BERG-WEGER
BOARD MEMBER1.00Yes (X)$0$0$0
KELVIN DAVIES
BOARD MEMBER (UNTIL 11/18)1.00Yes (X)$0$0$0
TOMAS GRIEBLING
BOARD MEMBER (UNTIL 11/18)1.00Yes (X)$0$0$0
TERRI HARVATH
BOARD MEMBER1.00Yes (X)$0$0$0
JUDITH HOWE
BOARD MEMBER1.00Yes (X)$0$0$0
JANKO NIKOLICH-ZUGICH
BOARD MEMBER (UNTIL 11/18)1.00Yes (X)$0$0$0
KARL PILLEMER
BOARD MEMBER (UNTIL 11/18)1.00Yes (X)$0$0$0
NINA SILVERSTEIN
BOARD MEMBER1.00Yes (X)$0$0$0
MERRIL SILVERSTEIN
BOARD MEMBER1.00Yes (X)$0$0$0
KATHY SYKES
BOARD MEMBER (UNTIL 11/18)1.00Yes (X)$0$0$0
EILEEN CRIMMINS
BOARD MEMBER (FROM 11/18)1.00Yes (X)$0$0$0
ROBERT HAROOTYAN
BOARD MEMBER (FROM 11/18)1.00Yes (X)$0$0$0
KATHRYN HYER
BOARD MEMBER (FROM 11/18)1.00Yes (X)$0$0$0
JAMIES JUSTICE
BOARD MEMBER (FROM 11/18)1.00Yes (X)$0$0$0
MATT KAEBERLEIN
BOARD MEMBER (FROM 11/18)1.00Yes (X)$0$0$0
ELSA STROTMEYER
BOARD MEMBER (FROM 11/18)1.00Yes (X)$0$0$0
JAMES C APPLEBY
CHIEF EXECUTIVE OFFICER35.00Yes (X)$366,913$0$26,871
JAMES B EVANS
CHIEF FINANCIAL OFFICER35.00Yes (X)$134,820$0$23,063
KAREN K TRACY
VP, STRATEGIC ALLIANCES & COMM.35.00$184,970$0$7,613Yes (X)
PATRICIA M D'ANTONIO
VP, PROFESSIONAL AFFIARS35.00$126,703$0$21,310Yes (X)
JUDIE F LIEU
VP, PUBLISHING & PROF. RESOURCES35.00$119,013$0$12,617Yes (X)
ELIZABETH SOBCZYK
DIR, PUB & PROF. RES.35.00$113,415$0$6,283Yes (X)
RACHEL PUFFER
VP, MEMBERSHIP & MEETINGS35.00$110,340$0$6,339Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,156,174TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$104,096TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K7IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
FREEMAN AUDIO VISUAL
PO BOX 650519DALLASTX75265AUDIO VISUAL SUPPORT$321,332
MASSACHUSETTS CONVENTION CENTER
415 SUMMER STREETBOSTONMA02210ANNUAL MEETING VENUE$129,075
EUCLID TECHNOLOGY
4500 EAST WEST HIGHWAY STE 550BETHESDAMD20814SOFTWARE/DATABASE SUPPORT$125,279
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Government Grants$75,215GovernmentGrantsAmt
All Other Contributions$1,633,133AllOtherContributionsAmt
Total Contributions$1,708,348TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
ANNUAL MEETING900099$1,996,718$1,996,718
PUBLICATIONS900099$1,886,530$1,886,530
MEMBERSHIP DUES900099$870,771$870,771
PROJECT MANAGEMENT INC900099$464,776$464,776
ADVERTISING541800$74,339$35,669$38,670
FieldValueIRS element (for citing)
Total Program Service Revenue$5,293,134TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$144,603TotalRevenueColumnAmt
Exclusion$144,603ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,663TotalRevenueColumnAmt
Exclusion$27,663ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$58,700RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$3,788RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$54,912RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$54,912TotalRevenueColumnAmt
Exclusion$54,912ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$268,093SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$53,486SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$214,607SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$214,607TotalRevenueColumnAmt
Exclusion$214,607ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$9,681TotalRevenueColumnAmt
Exclusion$9,681ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$9,681OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,452,948TotalRevenueColumnAmt
Related Or Exempt Func Income$5,218,795RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$35,669UnrelatedBusinessRevenueAmt
Exclusion$490,136ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$31,975TotalAmt
Program Services$31,975ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$744,250TotalAmt
Program Services$291,029ProgramServicesAmt
Management And General$453,221ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,290,973TotalAmt
Program Services$807,477ProgramServicesAmt
Management And General$483,496ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$62,661TotalAmt
Program Services$39,018ProgramServicesAmt
Management And General$23,643ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$118,509TotalAmt
Program Services$77,262ProgramServicesAmt
Management And General$41,247ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$136,347TotalAmt
Program Services$74,600ProgramServicesAmt
Management And General$61,747ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$31,881TotalAmt
Program Services$5,596ProgramServicesAmt
Management And General$26,285ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$44,373TotalAmt
Management And General$44,373ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$21,105TotalAmt
Management And General$21,105ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$919,758TotalAmt
Program Services$749,469ProgramServicesAmt
Management And General$170,289ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$16,560TotalAmt
Program Services$14,800ProgramServicesAmt
Management And General$1,760ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$237,351TotalAmt
Program Services$149,204ProgramServicesAmt
Management And General$88,147ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$429,813TotalAmt
Program Services$85,574ProgramServicesAmt
Management And General$344,239ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$374,997TotalAmt
Management And General$374,997ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$222,028TotalAmt
Program Services$201,001ProgramServicesAmt
Management And General$21,027ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$831,146TotalAmt
Program Services$816,005ProgramServicesAmt
Management And General$15,141ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$80,555TotalAmt
Management And General$80,555ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$50,715TotalAmt
Program Services$5,546ProgramServicesAmt
Management And General$45,169ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PROJECT MANAGEMENT$467,161$467,161
PUB'L PRODUCTION$166,960$150,380$16,580
STIPEND AND HONORARIA$112,000$112,000
MISCELLANEOUS$86,550$38,325$48,225

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$106,778TotalAmt
Program Services$89,426ProgramServicesAmt
Management And General$17,352ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,584,446TotalAmt
Program Services$4,205,848ProgramServicesAmt
Management And General$2,378,598ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$34,648BOYAmt
EOY$28,330EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,442,825BOYAmt
EOY$3,980,055EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$75,215EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$151,936BOYAmt
EOY$43,018EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$125,576BOYAmt
EOY$161,768EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$671,576LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$349,600LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$402,531BOYAmt
EOY$321,976EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,786,704BOYAmt
EOY$4,634,141EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$26,786BOYAmt
EOY$26,786EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,971,006BOYAmt
EOY$9,271,289EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$420,092BOYAmt
EOY$903,626EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,511,513BOYAmt
EOY$930,867EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$203,867BOYAmt
EOY$211,506EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,135,472BOYAmt
EOY$2,045,999EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,320,651BOYAmt
EOY$6,685,793EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$410,401BOYAmt
EOY$435,015EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$104,482BOYAmt
EOY$104,482EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,835,534BOYAmt
EOY$7,225,290EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,971,006BOYAmt
EOY$9,271,289EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$868,502ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$500,423NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$978,323OtherChangesInNetAssetsAmt
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$1,594,023CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,173,511CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,838,768CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,151,719CurrentTaxYearMinus1YearAmt
Current Tax Year$1,708,348CurrentTaxYearAmt
Total$13,466,369TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,594,023CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,173,511CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,838,768CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,151,719CurrentTaxYearMinus1YearAmt
Current Tax Year$1,708,348CurrentTaxYearAmt
Total$13,466,369TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$5,403,763SubstantialContributorsTotAmt
Public Support Total170$8,062,606PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$153,580CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$162,848CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$150,635CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$179,007CurrentTaxYearMinus1YearAmt
Current Tax Year$230,966CurrentTaxYearAmt
Total$877,036TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$40,991CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,770CurrentTaxYearMinus3YearsAmt
Total$67,761TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$54,592CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years-$55,296CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,299CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,288CurrentTaxYearMinus1YearAmt
Current Tax Year$9,681CurrentTaxYearAmt
Total$64,564TotalAmt
FieldValueIRS element (for citing)
Total Support$14,475,730TotalSupportAmt
Gross Receipts Rltd Activities$26,021,833GrossReceiptsRltdActivitiesAmt
Public Support CY1700.55700PublicSupportCY170Pct
Public Support PY1700.83800PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$115,551BeginningYearBalanceAmt
Investment Earnings Or Losses-$5,816InvestmentEarningsOrLossesAmt
End Year Balance$109,735EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$105,620BeginningYearBalanceAmt
Contributions$1,200ContributionsAmt
Investment Earnings Or Losses$8,731InvestmentEarningsOrLossesAmt
End Year Balance$115,551EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$102,633BeginningYearBalanceAmt
Contributions$1,250ContributionsAmt
Investment Earnings Or Losses$1,737InvestmentEarningsOrLossesAmt
End Year Balance$105,620EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$101,857BeginningYearBalanceAmt
Contributions$776ContributionsAmt
End Year Balance$102,633EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$98,891BeginningYearBalanceAmt
Contributions$2,966ContributionsAmt
End Year Balance$101,857EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.95210PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.04790TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$212,529OtherCostOrOtherBasisAmt
Depreciation$52,532DepreciationAmt
Book Value$159,997BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$213,551OtherCostOrOtherBasisAmt
Depreciation$100,670DepreciationAmt
Book Value$112,881BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$245,496OtherCostOrOtherBasisAmt
Depreciation$196,398DepreciationAmt
Book Value$49,098BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$321,976TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDEFERRED RENTDesc
Amt$211,506Amt
FieldValueIRS element (for citing)
Total Liability$211,506TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$6,935,208TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$500,423NetUnrealizedGainsInvstAmt
Other Revenue$3,788OtherRevenueAmt
Revenue Not Reported-$496,635RevenueNotReportedAmt
Revenue Subtotal$7,431,843RevenueSubtotalAmt
Investment Expenses Not Incld$21,105InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$21,105RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$7,452,948TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,567,129TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$3,788OtherExpensesIncludedAmt
Expenses Not Reported$3,788ExpensesNotReportedAmt
Expenses Subtotal$6,563,341ExpensesSubtotalAmt
Investment Expenses Not Incld2$21,105InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$21,105ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$6,584,446TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE PURPOSE OF THE ENDOWMENT FUND WILL BE TO PRODUCE INCOME TO FUND PROGRAMS AND SPECIAL PROJECTS THAT SUPPORT AGHE'S MISSION. THE INCOME MAY BE USED TO SUBSIDIZE ANY ASPECT OF THE PROJECT OR PROGRAM IN ORDER TO ENSURE ITS SUCCESSFUL OPERATION OR COMPLETION. THIS INCLUDES, BUT IS NOT LIMITED TO, THE PURCHASE OF EQUIPMENT, MATERIALS, AND SUPPLIES FOR THE PROGRAM OR PROJECT; THE PAYING OF STAFF SALARY FOR WORK ON OR BEHALF OF THE PROGRAM OR PROJECT; AND THE PRINTING AND/OR DISSEMINATION OF INFORMATION ABOUT OF RESULTS OF THE PROJECT.
PART X, LINE 2:FOR THE YEAR ENDED DECEMBER 31, 2018, THE SOCIETY HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES SHOWN AS EXPENSE ON THE FINANCIAL 3,788. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 6D.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES SHOWN AS EXPENSE ON THE FINANCIAL 3,788. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 6D.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
FLORIDA STATE UNIVERSITY RESEARCH FOUNDATION
2000 LEVY AVE BLDG A STE 351TALLAHASSEEFL32310596152180501(C)(3)$25,000ASSISTING GSA'S MARS PROGRAM
KAUFMAN-WILLS FUSTING & COMPANY
1010 STREEPER STREET SBALTIMOREMD21224522285317$6,975DRAFT AND REVIEW GSA RFP
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGSA HELD MULTIPLE CALLS DURING THE AWARD YEAR WITH THE PROJECT LEADER AT WHICH TIME UPDATES WERE PROVIDED REGARDING THE PROJECT. IN ADDITION, THE PROJECT LEADER PREPARED AND PRESENTED A FINAL REPORT (VIA WEBINAR) DISCUSSING THE SUCCESSES, CHALLENGES AND NEXT STEPS TOWARD SUSTAINABILITY AND EXPANSION. GSA ALSO REQUIRED THE PROJECT TO SUBMIT A FINAL FINANCIAL REPORT.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgYes (1)CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JAMES C APPLEBY
CHIEF EXECUTIVE OFFICER$363,313$0$3,600$0$0$0$13,750$0$13,121$0$393,784$0$0$0
JAMES B EVANS
CHIEF FINANCIAL OFFICER$134,820$0$0$0$0$0$6,876$0$16,187$0$157,883$0$0$0
KAREN K TRACY
VP, STRATEGIC ALLIANCES & COMM.$134,970$0$50,000$0$0$0$6,876$0$737$0$192,583$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 5KAREN TRACY RECEIVES A COMMISSION ON THE STRATEGIC ALLIANCE REVENUE SHE OBTAINS. PER THE EMPLOYMENT CONTRACT, COMMISSION PAYMENTS ARE DETERMINED UPON MEETING CERTAIN BENCHMARKES.
PART I, LINE 7THE FOLLOWING EMPLOYEES RECEIVED BONUS COMPENSATION: JAMES C. APPLEBY $3,600

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 3DURING 2018, THE IAGG WORLD CONGRESS WAS DISSOLVED.
FORM 990, PART VI, SECTION A, LINE 6GSA HAS 6 TYPES OF MEMBERS ALL WITH THE SAME VOTING RIGHTS.
FORM 990, PART VI, SECTION A, LINE 7AGSA'S ENTIRE MEMBERSHIP ELECTS GSA'S PRESIDENT, SECRETARY AND TREASURER. IN ADDITION, EACH SECTION OF GSA AND ESPO (EMERGING STUDENTS AND PROFESSIONAL ORGANIZATION) ELECTS ITS LEADERSHIP.
FORM 990, PART VI, SECTION A, LINE 7BBY-LAW CHANGES ARE SUBJECT TO THE VOTE OF THE ENTIRE MEMBERSHIP.
FORM 990, PART VI, SECTION B, LINE 11BTHE 990 WAS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY THE FINANCE COMMITTEE AND THE EXECUTIVE COMMITTEE. THE FINAL 990 WAS PROVIDED TO THE FULL BOARD BEFORE SUBMISSION.
FORM 990, PART VI, SECTION B, LINE 12CALL OFFICERS, DIRECTORS, KEY EMPLOYEES AND STAFF ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY CONFLICTS ON AN ANNUAL BASIS. MEMBERS OF GSA'S EXECUTIVE COUNCIL/COMMITTEE SIGN GSA'S CONFLICT OF INTEREST POLICY PRIOR TO ASSUMING OFFICE. GSA STAFF AND LEADERSHIP ARE REMINDED OF THE CONFLICT OF INTEREST POLICY AND WHEN ENGAGING IN NEW ACTIVITIES, ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON DISCLOSES THE EXISTENCE OF THE FINANCIAL INTEREST AND IS GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE COUNCIL OR EXECUTIVE COMMITTEE CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, SHE/HE LEAVES THE COUNCIL MEETING OR EXECUTIVE COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. ONLY DISINTERESTED COUNCIL MEMBERS OR EXECUTIVE COMMITTEE MEMBERS DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE EXECUTIVE COMMITTEE OR COUNCIL HAS REASONABLE CAUSE TO BELIEVE AN INTERESTED PERSON HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT INFORMS THAT PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORDS THAT PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE INTERESTED PERSON AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE EXECUTIVE COMMITTEE OR COUNCIL DETERMINES THE INTERESTED PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT TAKES APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. ANY EMPLOYEES WITH DECISION-MAKING AUTHORITY ON BEHALF OF GSA, WHETHER ON BEHALF OF GSA AS A WHOLE, OR OVER A DISCRETE SEGMENT OR ACTIVITY OF GSA, MUST DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST OR OTHER INTERESTS WHICH MAY COMPROMISE THE EMPLOYEE'S ABILITY TO PROVIDE UNBIASED AND UNDIVIDED LOYALTY TO, AND ACT IN THE BEST INTERESTS OF, GSA. THIS INCLUDES OTHER INTERESTS ARISING FROM A TRANSACTION BETWEEN GSA AND A THIRD PARTY, OR AN EMPLOYEE'S VOLUNTEER, FAMILIAL, OR PAID RELATIONSHIP WITH A THIRD PARTY. ANY POTENTIAL CONFLICTS WILL BE DISCLOSED TO THE CEO, AND IN THE CASE OF THE CEO, TO THE GSA PRESIDENT, WHO IN CONSULTATION WITH THE EXECUTIVE COMMITTEE, DETERMINES WHETHER A CONFLICT EXISTS AND WHAT SUBSEQUENT ACTION IS APPROPRIATE.
FORM 990, PART VI, SECTION B, LINE 15AGSA USES THE ASAE EXECUTIVE DIRECTOR COMPENSATION REPORT FOR COMPARABLE SALARIES OF OTHER ASSOCIATION EXECUTIVE DIRECTORS AND 990'S OF SIMILAR ORGANIZATIONS AS SALARY GUIDELINES. THE BOARD REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION AND THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR REVIEWING AND APPROVING THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES. THE EXECUTIVE DIRECTOR'S COMPENSATION PROCESS IS DOCUMENTED IN THE BOARD MINUTES AND THE LAST REVIEW TOOK PLACE IN APRIL 2019.
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 11GEDITORS: PROGRAM SERVICE EXPENSES 294,068. MANAGEMENT AND GENERAL EXPENSES 11,095. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 305,163. CONTRACT STAFF: PROGRAM SERVICE EXPENSES 21,162. MANAGEMENT AND GENERAL EXPENSES 18,367. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,529. HR SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 9,862. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,862. CONSULTANT SERVICES: PROGRAM SERVICE EXPENSES 407,339. MANAGEMENT AND GENERAL EXPENSES 130,965. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 538,304. SUB CONTRACT: PROGRAM SERVICE EXPENSES 26,900. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,900.
FORM 990, PART XI, LINE 9:DISTRIBUTION TO IAGG - PURSUANT TO THE ADMINISTRATIVE -978,323. SERVICES AGREEMENT THE REMAINING ASSETSE WERE TO BE DISTRIBUTED UPON DISSOLUTION.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1IAGG WORLD CONGRESS LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11220 L STREET NW SUITE 901AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
EIN463985147EIN
Primary ActivitiesMANAGE MEETING OF THE INTERNATIONAL ASSOCIATION OF GERONTOLOGY & GERIATRICSPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1GERONTOLOGICAL SOCIETY OF AMERICABusinessNameLine1Txt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE R, PART IFormAndLineReferenceDesc
ExplanationDURING THE YEAR IAGG WORLD CONGRESS, LLC, WAS DISSOLVED.ExplanationTxt

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