AGING IN AMERICA INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
AGING IN AMERICA INC (EIN 13-6126508)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-10-23
IRS object ID
201702969349300630
Schema version
2016v3.0
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)
Return2017-10-23T10:49:05-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131517563PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LOEB & TROPER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1655 THIRD AVENUE 12TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136126508EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AGING IN AMERICA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAGINBusinessNameControlTxt
Phone9142055030PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12975 WESTCHESTER AVENUE NO 301AddressLine1Txt
CityPURCHASECityNm
State AbbreviationNYStateAbbreviationCd
ZIP10577ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDR WILLIAM T SMITH PHDPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone9142055030PhoneNum
Signature2017-10-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAARON SHAPIROPreparerPersonNm
PTINP01333816PTIN
Phone2128674000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.98.118.70IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-10-23IPDt
IP Tm06:08:01IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD7076C0EC39B17C3336BFEA465ABF20A32036F2AAtSubmissionCreationDeviceId
At Submission Filing Device Id73A2BDB4DEE3E1301F7FB9DCBA9193E2BC5F7900AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDR WILLIAM T SMITH PHDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12975 WESTCHESTER AVENUE NO 301AddressLine1Txt
CityPURCHASECityNm
State AbbreviationNYStateAbbreviationCd
ZIP10577ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$47,022,170GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AGINGINAMERICA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1963FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionAGING IN AMERICA, INC (THE ORGANIZATION) PROVIDES INDIVIDUALS, FAMILIES AND CAREGIVERS, THE ASSISTANCE AND SUPPORT THEY NEED TO LIVE, WORK AND REMAIN A VITAL PART OF THEIR COMMUNITIES.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$23,135PYContributionsGrantsAmt
CY Contributions Grants$178,920CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$450,893PYInvestmentIncomeAmt
CY Investment Income$498,183CYInvestmentIncomeAmt
PY Other Revenue$56,020PYOtherRevenueAmt
CY Other Revenue$55,000CYOtherRevenueAmt
PY Total Revenue$530,048PYTotalRevenueAmt
CY Total Revenue$732,103CYTotalRevenueAmt
PY Grants And Similar Paid$1,543,485PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$542,198CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,273,849PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,036,571CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$746,245PYOtherExpensesAmt
CY Other Expenses$655,454CYOtherExpensesAmt
PY Total Expenses$3,563,579PYTotalExpensesAmt
CY Total Expenses$2,234,223CYTotalExpensesAmt
PY Revenues Less Expenses-$3,033,531PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,502,120CYRevenuesLessExpensesAmt
Total Assets BOY$25,355,437TotalAssetsBOYAmt
Total Assets EOY$25,411,091TotalAssetsEOYAmt
Total Liabilities BOY$186,625TotalLiabilitiesBOYAmt
Total Liabilities EOY$968,618TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$25,168,812NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$24,442,473NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROVIDE INDIVIDUALS, FAMILIES AND CAREGIVERS, THE SUPPORT AND ASSISTANCE THEY NEED TO LIVE, WORK AND REMAIN A VITAL PART OF THEIR COMMUNITIES. THE ORGANIZATION'S MISSION HAS EVOLVED TO INSPIRE INNOVATION THAT EMPOWERS, GUIDES, EDUCATES, AND SUPPORTS THOSE INDIVIDUALS AND ORGANIZATIONS FACED WITH THE CHALLENGES AND OPPORTUNITIES OF AGING.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$542,198ExpenseAmt
Grant$542,198GrantAmt
Revenue$0RevenueAmt
DescAIA AND ITS RELATED ENTITIES SPONSORED NUMEROUS PROGRAMS TO PROMOTE OR IMPROVE HEALTH; FACILITATE ACCESS TO CARE; NURTURE INNOVATION; PROVIDE FINANCIAL ASSISTANCE, AND HELP TO PREPARE FUTURE LEADERS IN THE FIELD OF AGING SERVICES. AIA AND ITS RELATED ENTITIES SERVED FRAIL ELDERLY PERSONS WITH DIVERSIFIED PROGRAMMING AIMED AT INCREASING SELF-ESTEEM,SELF-RELIANCE AND ENHANCING EACH PERSON'S SENSE OF FREEDOM AND DIGNITY.Desc
Total Program Service Expenses$542,198TotalProgramServiceExpensesAmt
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 Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
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 Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee5EmployeeCnt
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 Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
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 Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MILTON GUTMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9142055030PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12975 WESTCHESTER AVENUE SUITE 301AddressLine1Txt
CityPURCHASECityNm
State AbbreviationNYStateAbbreviationCd
ZIP10577ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
KATHARINE M WEISS
CHAIR1.005.00Yes (X)Yes (X)$0$0$0
DOUGLAS HOFFMANN
VICE CHAIR1.004.00Yes (X)Yes (X)$0$0$0
NEAL BAUMANN
TREASURER1.003.00Yes (X)Yes (X)$0$0$0
RICHARD H ALTIERI PHD
SECRETARY1.004.00Yes (X)Yes (X)$0$0$0
KATHLEEN PRITCHARD
TRUSTEE1.001.50Yes (X)$0$0$0
DR WILLIAM T SMITH PHD
PRESIDENT/CEO36.004.50Yes (X)$643,591$0$92,999
FieldValueIRS element (for citing)
Total Reportable Comp From Org$643,591TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$92,999TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

FieldValueIRS element (for citing)
PersonMILTON M GUTMANPersonNm

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line11808 55TH STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11204ZIPCd
FieldValueIRS element (for citing)
ServicesFINANCIAL CONSULTANTServicesDesc
Compensation$106,425CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$178,920AllOtherContributionsAmt
Total Contributions$178,920TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$498,896TotalRevenueColumnAmt
Exclusion$498,896ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$46,289,354SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$46,290,067SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$713SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$713TotalRevenueColumnAmt
Exclusion-$713ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHERDesc
Business900099BusinessCd
Total Revenue Column$55,000TotalRevenueColumnAmt
Exclusion$55,000ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$55,000OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$732,103TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$553,183ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$542,198TotalAmt
Program Services$542,198ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$736,590TotalAmt
Management And General$736,590ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$210,664TotalAmt
Management And General$210,664ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$55,597TotalAmt
Management And General$55,597ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$33,720TotalAmt
Management And General$33,720ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$172,307TotalAmt
Management And General$172,307ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$15,452TotalAmt
Management And General$15,452ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$82,830TotalAmt
Management And General$82,830ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$59,217TotalAmt
Management And General$59,217ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$300TotalAmt
Management And General$300ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$76,431TotalAmt
Management And General$76,431ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$8,895TotalAmt
Management And General$8,895ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$37,842TotalAmt
Management And General$37,842ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$16,066TotalAmt
Management And General$16,066ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$8,500TotalAmt
Management And General$8,500ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$25,553TotalAmt
Management And General$25,553ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
WORKERS COMP SETTLEMENT$131,712$131,712
MISCELLANEOUS$20,349$20,349

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,234,223TotalAmt
Program Services$542,198ProgramServicesAmt
Management And General$1,692,025ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$357,451BOYAmt
EOY$178,876EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$654,110BOYAmt
EOY$174,633EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$38,349BOYAmt
EOY$27,166EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$17,386,097BOYAmt
EOY$17,991,755EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$6,919,430BOYAmt
EOY$7,038,661EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$25,355,437BOYAmt
EOY$25,411,091EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$186,625BOYAmt
EOY$968,618EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$186,625BOYAmt
EOY$968,618EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$18,250,281BOYAmt
EOY$17,403,812EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,918,531BOYAmt
EOY$7,038,661EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$25,168,812BOYAmt
EOY$24,442,473EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$25,355,437BOYAmt
EOY$25,411,091EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,502,120ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$655,651NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$120,130OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
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$34,765CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,947CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,436CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,135CurrentTaxYearMinus1YearAmt
Current Tax Year$178,920CurrentTaxYearAmt
Total$279,203TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$34,765CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,947CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,436CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,135CurrentTaxYearMinus1YearAmt
Current Tax Year$178,920CurrentTaxYearAmt
Total$279,203TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$95,810SubstantialContributorsTotAmt
Public Support Total170$183,393PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$286,747CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$316,606CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$277,425CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$450,000CurrentTaxYearMinus1YearAmt
Current Tax Year$498,896CurrentTaxYearAmt
Total$1,829,674TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$56,508CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$405,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,833CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,020CurrentTaxYearMinus1YearAmt
Current Tax Year$55,000CurrentTaxYearAmt
Total$593,361TotalAmt
FieldValueIRS element (for citing)
Total Support$2,702,238TotalSupportAmt
Gross Receipts Rltd Activities$136,193GrossReceiptsRltdActivitiesAmt
Public Support CY1700.06790PublicSupportCY170Pct
Public Support PY1700.12540PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test PYYes (X)TenPctFactsCrcmstncsTestPYInd
Facts And Circumstances TestTHE ORGANIZATION HAS SOLD SOME OF THEIR ASSETS AND IS CURRENTLY IN THE PROCESS OF DEVELOPING ADDITIONAL CHARITABLE PROGRAMS CONSISTENT WITH THEIR MISSION STATEMENT.FactsAndCircumstancesTestTxt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationMISCELLANEOUS INCOMEExplanationTxt

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

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescBENEFICIAL INTEREST IN PERPETUAL TRUSTDesc
Book Value$7,038,661BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$7,038,661TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION'S MANAGEMENT BELIEVES THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING DECEMBER 31, 2013 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES.ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
MORNINGSIDE AT HOME INC
2975 WESTCHESTER AVENUE SUITE 301PURCHASENY10577134113427501(C)(3)$115,922SUPPORT PROGRAMS FOR ASSISTED LIVING
AGING IN AMERICA SUPPORTIVE SERVICES INC
2975 WESTCHESTER AVENUE SUITE 301PURCHASENY10577134141445501(C)(3)$55,000SUPPORT PROGRAMS FOR THE AGED
MORNINGSIDE HOUSE NURSING HOME INC
2975 WESTCHESTER AVENUE SUITE 301PURCHASENY10577237176564501(C)(3)$265,576SUPPORT PROGRAMS FOR SKILLED NURSING
KENDAL OUTREACHLLC
1107 E BALTIMORE PIKEKENNETH SQUAREPA19348232626425501(C)(3)$100,000SUPPORT PROGRAMS FOR THE AGED
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION, SUBJECT TO THE APPROVAL OF THE BOARD OF DIRECTORS, PROVIDES RESOURCES TO VARIOUS ORGANIZATIONS TO SUPPORT THEIR MISSIONS. ALL GRANTS ARE CLOSELY MONITORED.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
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 Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDR WILLIAM T SMITH PHDPersonNm
TitlePRESIDENT/CEOTitleTxt
Base Compensation Filing Org$593,591BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$50,000BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$71,000DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$21,999NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$736,590TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD AND FINANCE COMMITTEE MEMBERS REVIEWED AND COMMENTED ON THE DRAFT 990. THE ORGANIZATION RECEIVES COMMENTS FROM FINANCE COMMITTEE AND SENDS THESE COMMENTS FOR FINAL REVISIONS. THE FINAL REVIEW OF THE FORM 990 IS PERFORMED BY THE PRESIDENT/CEO AND THE CONSULTANT.
FORM 990, PART VI, SECTION B, LINE 12CALL EMPLOYEES, OFFICERS, AND DIRECTORS OF THE ORGANIZATION SHALL SCRUPULOUSLY AVOID AT ALL TIMES ANY CONFLICTS BETWEEN THEIR OWN PERSONAL INTERESTS AND THE INTERESTS OF THE ORGANIZATION. EVERY EMPLOYEE, OFFICER, AND DIRECTOR OF AGING IN AMERICA IS EXPECTED: - TO BE LOYAL TO THE ORGANIZATION, - TO ACT IN THE BEST INTEREST OF THE ORGANIZATION - TO AVOID USING HIS OR HER POSITION FOR PERSONAL GAIN, AND - TO COMPLY WITH THIS CONFLICT OF INTEREST POLICY. A CONFLICT EXISTS, OR COULD EXIST, WHEN AN INDIVIDUAL'S PERSONAL ACTIVITIES OR FINANCIAL INTERESTS CREATE AN OBLIGATION OR SITUATION THAT MAY NEGATIVELY INFLUENCE OR AFFECT HIS/HER JUDGMENT IN THE PERFORMANCE OF HIS/HER DUTY. AN APPARENT CONFLICT IS AS HARMFUL TO THE ORGANIZATION AS AN ACTUAL CONFLICT, THEREFORE ALL CONFLICTS INCLUDING POTENTIAL, THEORETICAL AND REAL ONES, MUST BE DISCLOSED AND RESOLVED PROMPTLY. NOT ALL CONFLICTS CAN BE ANTICIPATED OR EASILY DESCRIBED. WE HAVE THEREFORE CONSTRUCTED AN ANNUAL QUESTIONNAIRE THAT PROBES GENERAL AND COMMON SITUATIONS THAT LEAD, OR COULD LEAD, TO THE DEVELOPMENT OF A CONFLICT. IT IS OUR INTENTION TO PROMPT CAREFUL CONSIDERATION OF SUCH SITUATIONS AND ENCOURAGE INDIVIDUALS COVERED BY THIS POLICY TO DISCLOSE ALL RELATIONSHIPS AND TRANSACTIONS (INCLUDING THOSE PROPOSED OR CONTEMPLATED) WITH VENDORS, SUPPLIERS, CONSULTANTS AND COMPETITORS. THERE IS AN AFFIRMATIVE AND CONTINUING OBLIGATION TO DISCLOSE ALL CONFLICTS THROUGHOUT THE YEAR. ANY REAL, POTENTIAL, OR APPARENT CONFLICT THAT ARISES AT ANY TIME DURING THE YEAR REQUIRES A NEW AND TIMELY DISCLOSURE. A COPY OF THIS STATEMENT HAS BEEN FURNISHED TO EACH MANAGEMENT-LEVEL EMPLOYEE (JOB TITLES OF SUPERVISORS AND ABOVE), OFFICER, OR DIRECTOR WHO MAY HEREAFTER BECOME ASSOCIATED WITH AGING IN AMERICA, INC.
FORM 990, PART VI, SECTION B, LINE 15ATHE ORGANIZATION PARTICIPATED IN THE COMPENSATION SURVEY CONDUCTED BY THE CONTINUING CARE LEADERSHIP COALITION IN 2014. BOARD APPROVAL IS REQUIRED FOR THE PRESIDENT/CEO'S COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 120,130.
FORM 990, PART XII, LINE 2C:PROCESS HAS NOT CHANGED FROM THAT OF THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
AGING IN AMERICA COMMUNITY SERVICES INC
2975 WESTCHESTER AVENUE SUITE 301PURCHASENY10577134099045COMMUNITY BASED ORGANIZATIONNY501(C)(3)7AGING IN AMERICA INCYes (1)
AGING IN AMERICA SUPPORTIVE SERVICES INC
2975 WESTCHESTER AVENUE SUITE 301PURCHASENY10577134141445RESIDENTIAL LIVINGNY501(C)(3)7AGING IN AMERICA INCYes (1)
MORNINGSIDE HOUSE NURSING HOME CO INC
2975 WESTCHESTER AVENUE SUITE 301PURCHASENY10577237176564SKILLED NURSING FACILITYNY501(C)(3)10AGING IN AMERICA INCYes (1)
MORNINGSIDE AT HOME INC
2975 WESTCHESTER AVENUE SUITE 301PURCHASENY10577134113427ASSISTED LIVINGNY501(C)(3)10AGING IN AMERICA INCYes (1)
METHODIST RETIREMENT COMMUNITY DEVELOPMENT CORPORATION
2975 WESTCHESTER AVENUE SUITE 301PURCHASENY10577112487632INDEPENDENT LIVINGNY501(C)(3)10AGING IN AMERICA INCYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
MORNINGSIDE AT HOME INC
B$115,922CASH
AGING IN AMERICA SUPPORTIVE SERVICES INC
B$55,000CASH
MORNINGSIDE HOUSE NURSING HOME INC
B$265,576CASH

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