2017-11-20T07:56:40-06:00 2016-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2016-01-01 134014982 GRANTMAKERS IN AGING INC GRAN 7034130413 2001 JEFFERSON DAVIS HIGHWAY NO 504 ARLINGTON VA 22202 JOHN FEATHER CEO 7034130413 2017-11-20 1 3019519090 75.103.231.202 2017-11-20 08:56:03 ES P 24E2B1EDDFB7997E904F8C8AA54720A5F314F67A 1C84E1F40D0AB4F75A6C29AABE8087358D4F1C89 2016 2018-03-14 21:41:22Z JOHN FEATHER 2001 JEFFERSON DAVIS HIGHWAY NO 504 ARLINGTON VA 22202 968740 0 X WWW.GIAGING.ORG X 1998 NY SEE PART III, LINE 1. 11 11 4 15 0 0 1998491 838609 81410 109175 8042 9194 3374 11762 2091317 968740 596471 156971 0 0 463648 488025 0 0 31369 1470003 1097680 2530122 1742676 -438805 -773936 2480102 1742231 183669 219734 2296433 1522497 X GIA IS AN INCLUSIVE AND RESPONSIVE MEMBERSHIP ORGANIZATION COMPRISED OF ALL TYPES OF PHILANTHROPIES, WITH A COMMON DEDICATION TO IMPROVE THE EXPERIENCE OF AGING IN AMERICA, ESPECIALLY FOR PERSONS WHO ARE VULNERABLE. (CONTINUED ON SCHEDULE O) GIA MEMBERS HAVE A SHARED RECOGNITION THAT A SOCIETY THAT IS BETTER FOR OLDER ADULTS, IS A SOCIETY THAT IS BETTER FOR PEOPLE OF ALL AGES. GIA WORKS TO ACHIEVE ITS VISION OF A BETTER SOCIETY FOR OLDER ADULTS AND PEOPLE THROUGH LEADERSHIP, COMMUNITY BUILDING, EDUCATION, AND PARTNERSHIPS. 0 0 1327419 156971 109175 CREATING, SPONSORING AND PROMOTING GRANTMAKING ON BEHALF OF DUES-PAYING MEMBERS, AND PROFESSIONAL AND EDUCATION CONFERENCES. NETWORKING OPPORTUNITIES, NEWSLETTERS AND WEBSITE ACCESS, AND GENERAL INFORMATION AND SUPPORT CONCERNING AGING AND GRANTMAKING IN THE FIELD OF AGING WERE PROVIDED. DURING THE YEAR, GRANTMAKERS IN AGING SERVED OVER 100 MEMBERSHIP ORGANIZATIONS, DISTRIBUTED OVER 100 PUBLICATIONS, AND SPONSORED AN ANNUAL CONFERENCE WITH OVER 200 IN ATTENDANCE. 1327419 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 4 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X JOHN FEATHER 7034130413 2001 JEFFERSON DAVIS HIGHWAY NO 504 ARLINGTON VA 22202 ANN MONROE BOARD CHAIR 3.00 X X 0 0 0 SHELLEY LYFORD BOARD VICE CHAIR 2.00 X X 0 0 0 MARY O'DONNELL BOARD SECRETARY 2.00 X X 0 0 0 RENE SEIDEL BOARD TREASURER 2.00 X X 0 0 0 NORA CARGIE BOARD MEMBER 2.00 X 0 0 0 STEVE EWELL BOARD MEMBER 2.00 X 0 0 0 AARON MERKI BOARD MEMBER 2.00 X 0 0 0 HELEN RAMON BOARD MEMBER 2.00 X 0 0 0 LAURA RATH BOARD MEMBER 2.00 X 0 0 0 LISA RYERSON BOARD MEMBER 2.00 X 0 0 0 WENDY YALLOWITZ BOARD MEMBER 2.00 X 0 0 0 JOHN FEATHER CEO 40.00 X 214175 0 29961 214175 0 29961 1 0 1 0 FRAMEWORKS INSTITUTE 1333 H STREET NW SUITE 700 WEST WASHINTON DC 20005 PROJECT MANAGEMENT 251000 STRATEGIC COMMUNICATIONS AND PLANNING 34 WEST AVE WAYNE PA 19087 COMMUNICATIONS CONSULTING 196012 2 182342 656267 838609 REGISTRATION FEES 900099 109175 109175 109175 9194 9194 MISCELLANEOUS 900099 11762 11762 11762 968740 109175 0 20956 X 156971 156971 244136 179893 55357 8886 187434 138112 42500 6822 4238 3123 961 154 25531 18813 5789 929 26686 19664 6051 971 94321 67386 25518 1417 628686 449151 170088 9447 17834 5576 12045 213 13539 9673 3663 203 43472 20639 21701 1132 73893 44821 28247 825 161433 160273 1160 38193 38193 3667 364 3303 ALLOCATION OF M&G 0 42568 -42568 REPAIRS & MAINTENANCE 9000 4273 4493 234 EQUIPMENT 6889 3073 3816 PAYROLL PROCESSING FEES 3727 2746 845 136 3026 300 2726 1742676 1327419 383888 31369 586817 87051 845882 990052 859069 501600 11288 24675 200071 64755 173509 135316 3537 3537 2480102 1742231 97068 110007 84717 103275 1884 6452 183669 219734 X 421263 267259 1875170 1255238 2296433 1522497 2480102 1742231 -773936 0 X 0 1 X 1 0 X 1798618 2074861 3723162 1998491 838609 10433741 1798618 2074861 3723162 1998491 838609 10433741 6647879 3785862 807 462 2943 8042 9194 21448 1082 3374 11762 16218 10471407 396587 0.36150 0.35100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2692 2692 0 9267 5178 4089 188112 56885 131227 135316 DEFERRED RENT 6452 6452 X 968740 0 968740 0 968740 1742676 0 1742676 0 1742676 PART X, LINE 2: FOR THE YEARS ENDED DECEMBER 31, 2016 AND 2015, GIA 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 FINANCIAL STATEMENTS. 1 HELPLINE CENTER 1000 N WEST AVENUE SUITE 310 SIOUX FALLS SD 57104 920115423 501(C)(3) 45500 HOME & HEART: SOAR LUTHERAN SOCIAL SERVICES OF SOUTH DAKOTA 705 EAST 41ST STREET SUITE 200 SIOUX FALLS SD 57105 460224731 501(C)(3) 59081 HOME & HEART: SOAR SOUTH DAKOTA COMMUNITY FOUNDATION 1714 N LINCOLN AVENUE PIERRE SD 57501 460398115 501(C)(3) 52390 HOME & HEART: SOAR 3 0 PART I, LINE 2: ALL GRANTS ARE MONITORED EITHER BY EMPLOYEES OR INDEPENDENT CONTRACTORS. ALL GRANTEES ARE REQUIRED TO PROVIDE INTERIM AND FINAL REPORTS. MOST GRANTS HAVE 10% OF THE FUNDS WITHHELD, PENDING FINAL REPORTING. MONITORS MAINTAIN ON-GOING COMMUNICATION WITH GRANTEES CONTINUOUSLY THROUGHOUT THE LIFE OF THE GRANT. X X X 0 0 0 0 0 0 0 0 0 JOHN FEATHER CEO 214175 0 0 0 0 0 7098 0 22863 0 244136 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN GRANTMAKERS IN AGING IS OPEN TO ANY GRANTMAKING INSTITUTION, PRIVATE FOUNDATION OR DONOR INTERESTED IN ISSUES OF AGING. FORM 990, PART VI, SECTION A, LINE 7A THE NOMINATING COMMITTEE CONSISTS OF 5 MEMBERS, 2 OF WHOM MAY BE CURRENT MEMBERS OF THE EXECUTIVE COMMITTEE AND 3 FROM THE GENERAL MEMBERSHIP, INCLUDING NON-EXECUTIVE COMMITTEE MEMBERS OF THE BOARD OF DIRECTORS. NOMINATIONS MAY ALSO BE MADE FROM THE FLOOR AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE AUDIT COMMITTEE. PRIOR TO FILING, A COPY OF THE 990 WAS MADE AVAILABLE TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C IN CASE OF A CONFLICT OR THE APPEARANCE THEREOF, IT IS THE RESPONSIBILITY OF THE GIA BOARD, COMMITTEE OR STAFF MEMBER TO DISCLOSE THE CONFLICT PRIOR TO MAKING ANY RELATED DECISION. ONCE A DISCLOSURE HAS BEEN MADE IN CASES INVOLVING THE BOARD OR COMMITTEES, THE REMAINING BOARD OR COMMITTEE MEMBERS DETERMINE WHETHER OR NOT THERE IS A POTENTIAL CONFLICT OF INTEREST. IN THE CASE INVOLVING STAFF, THE GIA PRESIDENT (OR, IF THE PRESIDENT HAS THE POTENTIAL OF CONFLICT, THE BOARD) DETERMINES WHETHER OR NOT THERE IS POTENTIAL CONFLICT OF INTEREST. FOR THE BOARD AND COMMITTEES, IF A CONFLICT OF INTEREST IS PRESENT, THE DIRECTOR OR COMMITTEE MEMBER INVOLVED DOES NOT VOTE, BUT REMAINS IN THE ROOM TO ANSWER QUESTIONS OF A FACTUAL NATURE THAT MAY ASSIST THE BOARD OR COMMITTEE IN ITS DELIBERATIONS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS DETERMINED BY THE EXECUTIVE COMMITTEE AND REVIEWED BY THE CHAIRMAN. COMPARABLE DATA WAS USED IN THE PROCESS AND A DELIBERATION WAS CONDUCTED AND DOCUMENTED IN THE BOARD MINUTES. THE LAST COMPENSATION REVIEW TOOK PLACE IN OCTOBER 2014. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G REFRAMING PROGRAM MGMT: PROGRAM SERVICE EXPENSES 179,321. MANAGEMENT AND GENERAL EXPENSES 67,907. FUNDRAISING EXPENSES 3,772. TOTAL EXPENSES 251,000. PROG. ASST. & WEBSITE ADMIN.: PROGRAM SERVICE EXPENSES 140,036. MANAGEMENT AND GENERAL EXPENSES 53,030. FUNDRAISING EXPENSES 2,945. TOTAL EXPENSES 196,011. CONSULTANTS: PROGRAM SERVICE EXPENSES 129,794. MANAGEMENT AND GENERAL EXPENSES 49,151. FUNDRAISING EXPENSES 2,730. TOTAL EXPENSES 181,675.