2017-05-15T11:53:40-05:00 2016-06-30 420714325 RSM US LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 208787340 990 2015-07-01 131932384 NATIONAL COUNCIL ON THE AGING INC NATI 5715273900 251 18TH STREET SOUTH NO 500 ARLINGTON VA 22202 DONNA WHITT CHIEF FINANCIAL OFFICER 5715273900 2017-05-11 1 WILLIAM E TURCO CPA P00369217 3012963600 2015 2021-01-29 14:40:06Z NCOA JAMES P FIRMAN 251 18TH STREET SOUTH NO 500 ARLINGTON VA 22202 48696197 0 X WWW.NCOA.ORG X 1960 NY IMPROVING THE LIVES OF MILLIONS OF OLDER ADULTS, ESPECIALLY THOSE WHO ARE STRUGGLING. 17 17 1294 17 0 0 42523515 44115371 2888861 4518999 59702 61827 -33577 0 45438501 48696197 20809987 20750741 0 0 7951115 8989454 17500 0 199171 15215634 15949130 43994236 45689325 1444265 3006872 12759825 15266265 7218213 8377438 5541612 6888827 X THE NATIONAL COUNCIL ON AGING (NCOA) IS A NONPROFIT SERVICE AND ADVOCACY ORGANIZATION HEADQUARTERED IN ARLINGTON, VA. OUR MISSION IS TO IMPROVE THE LIVES OF MILLIONS OF OLDER ADULTS, ESPECIALLY THOSE WHO ARE STRUGGLING. (CONTINUED ON SCHEDULE O).NCOA IS A NATIONAL VOICE FOR OLDER ADULTS, ESPECIALLY THOSE WHO ARE VULNERABLE AND DISADVANTAGED AND THE ORGANIZATIONS THAT SERVE THEM. WE BRING TOGETHER NON-PROFIT ORGANIZATIONS, BUSINESSES AND GOVERNMENT TO DEVELOP CREATIVE SOLUTIONS THAT IMPROVE THE LIVES OF ALL OLDER ADULTS. 0 0 26769747 16837654 WORKFORCE DEVELOPMENT:SERVICES AND SUPPORT TO INCREASE OLDER ADULT'S PARTICIPATION IN MEANINGFUL AND REWARDING PAID EMPLOYMENT. 6939335 2686250 ACCESS TO BENEFITS:SERVICES AND SUPPORT TO INCREASE OLDER ADULTS' ACCESS TO PUBLIC AND PRIVATE BENEFITS AND RESOURCES THAT IMPROVE THE QUALITY OF THEIR LIVES IN COMMUNITIES NATIONWIDE. 3418609 3468999 RETIREMENT EDUCATION PROGRAMS (FORMERLY MEDICARE EDUCATION PROGRAM):UNDER A NEW "CONTROLLED" ENTITY, NCOA SERVICES LLC (A SINGLE MEMBER LLC ORGANIZED UNDER THE LAWS OF THE STATE OF DELAWARE) PROVIDES AN EDUCATIONAL WEBSITE TO HELP OLDER AMERICANS WITH DECISIONS THEY NEED TO MAKE REGARDING MEDICARE AND OTHER BENEFITS RELATED OPTIONS. 1717706 185025 HEALTHY AGING PROGRAMS 1681120 639498 AGING MASTERY PROGRAM 993746 232314 HEALTHY AGING SOCIAL ENTERPRISES 869955 HOME EQUITY PROGRAMS 361929 170000 ECONOMIC SECURITY INITIATIVES 348479 PUBLIC POLICY & ADVOCACY 226343 MEMBERSHIP SERVICES AND OUTREACH 17860 NEW BUSINESS DEVELOPMENT 6217138 1226837 43344829 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 275 0 1 1294 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR AZ CA CO CT DC FL GA IL KS KY MA MD ME MI MS MN NC ND NJ NH NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X DONNA WHITT CHIEF FINANCIAL OFFICER 5715273900 251 18TH STREET SOUTH NO 500 ARLINGTON VA 22202 CAROL ZERNIAL CHAIR 1.00 X X 0 0 0 JAMES KNICKMAN TREASURER AND SECRETARY 1.00 X X 0 0 0 RICHARD BROWDIE IMMED PAST CHAIR 1.00 X X 0 0 0 ROBERT BLANCATO DIRECTOR 1.00 X 0 0 0 JOSEFINA CARBONELL DIRECTOR 1.00 X 0 0 0 HEATHER DUPRE DIRECTOR 1.00 X 0 0 0 JULIE GOONEWARDENE DIRECTOR 1.00 X 0 0 0 LYNN FIELDS HARRIS DIRECTOR 1.00 X 0 0 0 SUNDER JOSHI DIRECTOR 1.00 X 0 0 0 MARK MCCLELLAN DIRECTOR 1.00 X 0 0 0 MAYA ROCKEYMOORE DIRECTOR 1.00 X 0 0 0 DAVID SIDWELL DIRECTOR 1.00 X 0 0 0 JUNE SIMMONS DIRECTOR 1.00 X 0 0 0 CASS WHEELER DIRECTOR 1.00 X 0 0 0 MOLLY METTLER DIRECTOR UNTIL 10/2015 1.00 X 0 0 0 AI-JEN POO DIRECTOR UNTIL 10/2015 1.00 X 0 0 0 LAURA TREJO DIRECTOR UNTIL 10/2015 1.00 X 0 0 0 CAROLYN BUCK-LUCE DIRECTOR-NCOA SERVICES LLC 1.00 X 0 0 0 STEVE SWENDIMAN DIRECTOR-NCOA SERVICES LLC 1.00 X 0 0 0 PETER ZEIBELMAN DIRECTOR-NCOA SERVICES LLC 1.00 X 0 0 0 JAMES FIRMAN CEO AND PRESIDENT-NCOA 37.50 X 292289 0 61546 JAY GREENBERG CEO AND PRESIDENT-NCOA SERICES, LLC 37.50 X 265273 0 40133 DONNA WHITT SENIOR VP/CFO 37.50 X 211259 0 13557 HOWARD BEDLIN VICE PRESIDENT 37.50 X 216378 0 41977 SHARON GLEASON VICE PRESIDENT UNTIL 09/2015 37.50 X 198602 0 20025 RINA PENNACCHIA VICE PRESIDENT 37.50 X 172922 0 22757 MARLENE SCHNEIDER VICE PRESIDENT 37.50 X 159155 0 20651 WENDY ZENKER SR. VICE PRESIDENT 37.50 X 151486 0 11767 1667364 0 232413 23 0 1 0 LEVIATHAN TECHNOLOGY GROUP INC 425 EAST 74TH ST 2C NEW YORK NY 10021 IT CONSULTING 334950 SWIFT MARKETING & FULFILLMENT SVCS INC 1A GLENWOOD AVE LYNBROOK NY 11563 MARKETING & FULFILLMENT 255267 M&R STRATEGIC SERVICES INC 1901 L STREET NW STE 800 WASHINGTON DC 20036 MARKETING CONSULTING 207980 HOUSING OPTIONS PROVIDED FOR THE ELDERLY 4265 SHAW BLVD ST LOUIS MO 63110 COUNSELING CONSULTING 188350 SPRINGBOX 708 COLORADO ST AUSTIN TX 78701 IT CONSULTING 176660 10 171559 35676497 8267315 44115371 RETIREMENT ED PROGRAMS 900099 4518999 3468999 1050000 4518999 61827 61827 48696197 3468999 0 1111827 20750741 20750741 930938 838004 85718 7216 3997137 2956783 959578 80776 264233 237855 24330 2048 3252873 2928145 299515 25213 544273 444601 91933 7739 71231 71231 77735 77735 27570 27570 4115183 3920367 192449 2367 712684 678533 13704 20447 475416 452757 14770 7889 865041 726112 116648 22281 616168 584156 29135 2877 238142 188580 38969 10593 204137 194408 6342 3387 95387 23699 71688 TRAINING - ENROLLEE 6906654 6906654 OTHER COSTS 1540766 1510418 24010 6338 UNALLOWABLE 3016 3016 45689325 43344829 2145325 199171 3090809 2440254 129811 130013 5586534 8890618 45760 44621 15950 36245 286875 254907 3162333 2013349 1347503 1148984 2256583 2317910 0 2713 12759825 15266265 3373630 2956484 51053 51053 3793530 5369901 7218213 8377438 X 537863 71593 5003749 6817234 5541612 6888827 12759825 15266265 X 3006872 -1659657 X 0 1 X 1 1 1 X 50015130 40693490 37249518 42523515 44115371 214597024 50015130 40693490 37249518 42523515 44115371 214597024 214597024 117063 86984 52980 59702 61827 378556 85 17 102 214975682 9199500 0.99820 0.99810 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUES - 2012 AMOUNT: $ 85. 2013 AMOUNT: $ 17. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 572 10869 11441 45700751 45712192 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 9132 11475 14700 11441 46748 250000 250000 250000 250000 1000000 1500000 481 574 735 572 2362 2042468 1079061 963407 159665 127905 31760 960200 806383 153817 1148984 1000 F FJC AGENCY LOAN FUND 2316910 F 2317910 ACCRUED PENSION COSTS 4130850 DEFERRED RENT 1239051 5369901 X 48668627 0 48668627 27570 27570 48696197 45661755 0 45661755 27570 27570 45689325 PART X, LINE 2: NCOA IS EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS SUCH, NCOA IS TAXED ONLY ON ITS UNRELATED BUSINESS INCOME. NO PROVISION FOR INCOME TAXES WAS REQUIRED FOR FISCAL YEAR 2016. NCOA IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION BY THE INTERNAL REVENUE SERVICE. THE CORPORATION IS A FOR-PROFIT ENTITY WHICH HAD NO SIGNIFICANT INCOME OR LOSS FOR THE FISCAL YEAR ENDED JUNE 30, 2016. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX POSITIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2013. 1 ADELANTE DEVLOPMENT CENTER 3900 OSUNA RD NE ALBUQUERQUE NM 87109 850262072 501(C)(3) 50000 SUPPORT ADULT WELL-BEING SERVICES 1423 FIELD STREET DETROIT MI 48214 381555827 501(C)(3) 35000 SUPPORT AGEOPTIONS 1048 LAKE STREET SUITE 300 OAK PARK IL 60301 362806193 501(C)(3) 70000 SUPPORT AMERICAN ASSOCIATION OF DIABETES EDUCATORS INC 200 WEST MADISON STREET SUITE 800 CHICAGO IL 60606 510161670 501(C)(3) 10000 SUPPORT AMERICAN ASSOCIATION ON HEALTH & DISABILITY 110 N WASINGTON STREET SUITE 328-J ROCKVILLE MD 20850 521864887 501(C)(3) 8000 SUPPORT AMERICAN HEART ASSOCIATION INC 7272 GREENVILEE AVENUE DALLAS TX 75231 135613797 501(C)(3) 10000 SUPPORT ASIAN SERVICES IN ACTION INC 3631 PERKINS AVE SUITE 2A-W CLEVELAND OH 44114 341798850 501(C)(3) 45000 SUPPORT ATLANTA COMMUNITY FOOD BANK 732 JOSEPH E LOWERY BLVD NW ATLANTA GA 30318 581376648 501(C)(3) 37500 SUPPORT 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YOUNGWOOD PA 15697 251511934 501(C)(3) 1176520 SUPPORT WISE & HEALTHY AGING 1527 4TH STREET SANTA MONICA CA 90401 952788014 501(C)(3) 10000 SUPPORT 131 PART I, LINE 2: NCOA GOES THROUGH A DELIBERATIVE PROCESS TO ENGAGE ALL GRANTEES FOR VARIOUS PROJECTS. THEN, DURING THE GRANT PERIOD NCOA REQUIRES PERIODIC PROJECT REPORTING FROM EACH SUCH GRANTEE, WHICH WILL INCLUDE EXPLANATIONS FOR VARIANCES TO THEIR PROJECT BUDGETS. NCOA RESERVES THE RIGHT TO CONDUCT INDEPENDENT AUDITS OF ALL GRANTEES AND OBTAINS COPIES OF EACH ORGANIZATION'S FINANCIAL STATEMENTS AND A-133 AUDITS/UNIFORM GUIDANCE REPORTS AS APPROPRIATE. X X X X X 1 0 0 0 0 0 0 1 0 JAMES FIRMAN CEO AND PRESIDENT-NCOA 283331 0 8190 0 768 0 31856 0 32186 0 356331 0 0 0 JAY GREENBERG CEO AND PRESIDENT-NCOA SERICES, LLC 244396 0 19400 0 1477 0 15317 0 26454 0 307044 0 0 0 DONNA WHITT SENIOR VP/CFO 208331 0 2483 0 445 0 12560 0 3548 0 227367 0 0 0 HOWARD BEDLIN VICE PRESIDENT 183785 0 32148 0 445 0 18289 0 28017 0 262684 0 0 0 SHARON GLEASON VICE PRESIDENT UNTIL 09/2015 141198 0 0 0 57404 0 13132 0 10173 0 221907 0 0 0 RINA PENNACCHIA VICE PRESIDENT 169133 0 1659 0 2130 0 10508 0 12072 0 195502 0 0 0 MARLENE SCHNEIDER VICE PRESIDENT 157167 0 1543 0 445 0 9753 0 13599 0 182507 0 0 0 WENDY ZENKER SR. VICE PRESIDENT 149363 0 1440 0 683 0 9121 0 4272 0 164879 0 0 0 PART I, LINE 4A A VICE PRESIDENT RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $57,291. THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III) OTHER REPORTABLE COMPENSATION. DETAILS ARE AVAILABLE TO THE IRS UPON REQUEST. PART I, LINE 7 BONUS PAYMENT WAS BASED ON MEETING INDIVIDUALS GOALS. FORM 990, PAGE 1, LINE 5, NUMBER OF EMPLOYEES NCOA/NCOAS HAD 94 EMPLOYEES DURING CALENDAR YEAR-END 2015; THERE WERE ALSO 1200 W-2S SENT TO ENROLLES OF U.S. GOVT. GRANT PROGRAMS THAT ARE INCLUDED FOR THE TOTAL OF 1294 REPORTED IN PART V LINE 2A. FORM 990, PART VI, SECTION B, LINE 11 AN INDEPENDENT ACCOUNTING FIRM PREPARES THE 990 WHICH IS REVIEWED AND APPROVED BY THE MANAGEMENT AND THE AUDIT COMMITTEE, A SUBCOMMITTEE OF THE NCOA BOARD. THE FULL NCOA BOARD IS SENT A COPY BY EMAIL BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS OR TRUSTEES AND KEY EMPLOYEES ANNUALLY CONFIRM UNDER THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 NCOA (PARENT) CEO COMPENSATION IS APPROVED BY A COMMITTEE OF THE BOARD AFTER STUDYING SURVEYS AND COMPARABLE COMPENSATION AT LIKE ORGANIZATIONS. THE NCOA SERVICES, LLC (SINGLE MEMBER LLC) ALSO HAS A CEO AND THE LLC BOARD APPROVES THAT PERSON'S COMPENSATION. THERE IS ALSO A FORMAL PROCESS FOR ANNUAL PERFORMANCE APPRAISALS AND COMPENSATION REVIEWS FOR THE TWO CEO'S AS WELL AS ALL KEY EMPLOYEES WHICH DOES INCLUDE MULTIPLE LEVEL REVIEWS, COMPARING TO MARKET BENCHMARKS AND GAINING BOARD APPROVAL FOR TOTAL BUDGETED COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 NCOA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS AND THE FORM 990S ARE ALSO PROVIDED IN A LINK FROM NCOA'S WEBSITE. FORM 990, PART I, LINE 3 & PART VI, SECTION A, LINE 1A, VOTING BOARD MEMBER DURING FY16, THERE WERE TWENTY VOTING BOARD MEMBERS. ALL VOTING BOARD MEMBERS ARE LISTED IN FORM 990, PART VII. THE NCOA BOARD MEETS IN SEPTEMBER-OCTOBER AND MEMBERS LEAVE AND NEW MEMBERS JOIN. THREE BOARD MEMBERS LEFT DURING THIS PERIOD. AT JUNE 30, 2016, THERE WERE ONLY SEVENTEEN VOTING BOARD MEMBERS. FORM 990, PART XI, LINE 9: PENSION-RELATED CHANGES OTHER THAN NET PERIODIC COST -1,659,657. NCOA SERVICES LLC 251 18TH STREET SOUTH STE 500 ARLINGTON VA 22202 463856522 RETIREMENT EDUCATION PROGRAMS DE 4518999 2679221 NATIONAL COUNCIL ON AGING INC NCOA DEVELOPMENT CORP 251 18TH STREET SOUTH STE 500 ARLINGTON VA 22202 521926577 PROCESS GRANT DC NATIONAL COUNCIL ON THE AGING INC C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0