AGING IN AMERICA INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
AGING IN AMERICA INC (EIN 13-6126508)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-15
IRS object ID
201603209349303745
Schema version
2015v2.1
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)
Return2016-11-15T10:09:05-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAARON SHAPIROPreparerPersonNm
PTINP01333816PTIN
Phone2128674000PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
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$13,159,929GrossReceiptsAmt
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 THEY NEED TO LIVE, WORK AND REMAIN A VITAL PART OF THEIR COMMUNITIES.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers7TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$16,436PYContributionsGrantsAmt
CY Contributions Grants$23,135CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$459,023PYInvestmentIncomeAmt
CY Investment Income$450,893CYInvestmentIncomeAmt
PY Other Revenue$20,833PYOtherRevenueAmt
CY Other Revenue$56,020CYOtherRevenueAmt
PY Total Revenue$496,292PYTotalRevenueAmt
CY Total Revenue$530,048CYTotalRevenueAmt
PY Grants And Similar Paid$50,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,543,485CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$799,605PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,273,849CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$355,640PYOtherExpensesAmt
CY Other Expenses$746,245CYOtherExpensesAmt
PY Total Expenses$1,205,245PYTotalExpensesAmt
CY Total Expenses$3,563,579CYTotalExpensesAmt
PY Revenues Less Expenses-$708,953PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,033,531CYRevenuesLessExpensesAmt
Total Assets BOY$29,056,085TotalAssetsBOYAmt
Total Assets EOY$25,355,437TotalAssetsEOYAmt
Total Liabilities BOY$75,525TotalLiabilitiesBOYAmt
Total Liabilities EOY$186,625TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$28,980,560NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$25,168,812NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROVIDE INDIVIDUALS, FAMILIES AND CAREGIVERS, THE 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$1,543,485ExpenseAmt
Grant$1,543,485GrantAmt
DescAGING IN AMERICA (AIA) IS A CHARITABLE ORGANIZATION WITH A 150-YEAR HISTORY OF SERVICE TO THE ELDERLY. OUR ORGANIZATION IS COMMITTED TO DEVELOPING INNOVATIVE PROGRAMS THAT SUPPORT THE DIGNITY AND AUTONOMY OF THE OLDER PERSON,DIRECTLY OR THROUGH ONE OR MORE OF ITS CHARITABLE SUBSIDIARY ORGANIZATIONS. AIA 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$1,543,485TotalProgramServiceExpensesAmt
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 Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee6EmployeeCnt
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 Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
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 (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
KATHARINE M WEISS
CHAIR1.005.00Yes (X)Yes (X)$0$0$0
FATHER RICHARD F GORMAN
VICE CHAIR1.004.00Yes (X)Yes (X)$0$0$0
NEAL BAUMANN
TREASURER1.003.00Yes (X)Yes (X)$0$0$0
ALEXANDER HOOD
SECRETARY (THROUGH 06/2015)0.502.00Yes (X)Yes (X)$0$0$0
RICHARD H ALTIERI PHD
SECRETARY1.005.00Yes (X)Yes (X)$0$0$0
DONALD T KIRBY
TRUSTEE1.002.00Yes (X)$0$0$0
ELIZABETH KERRIGAN
TRUSTEE1.001.50Yes (X)$0$0$0
DR WILLIAM T SMITH PHD
PRESIDENT/CEO36.004.00Yes (X)$639,791$0$60,972
JOHN MASTRONARDI
VP OPERATIONS & TECHNOLOGY36.00$150,000$0$49,235Yes (X)
JOAN LIFSON
VP31.00$104,950$0$21,915Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$894,741TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$132,122TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
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$182,850CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$23,135AllOtherContributionsAmt
Total Contributions$23,135TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$450,000TotalRevenueColumnAmt
Exclusion$450,000ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$12,630,774SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$12,629,881SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$893SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$893TotalRevenueColumnAmt
Exclusion$893ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHERDesc
Business900099BusinessCd
Total Revenue Column$56,020TotalRevenueColumnAmt
Exclusion$56,020ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$56,020OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$530,048TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$506,913ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,543,485TotalAmt
Program Services$1,543,485ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$700,763TotalAmt
Management And General$700,763ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$392,764TotalAmt
Management And General$392,764ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$41,947TotalAmt
Management And General$41,947ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$90,417TotalAmt
Management And General$90,417ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$47,958TotalAmt
Management And General$47,958ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$182,850TotalAmt
Management And General$182,850ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,000TotalAmt
Management And General$1,000ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$94,500TotalAmt
Management And General$94,500ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$31,184TotalAmt
Management And General$31,184ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$146,709TotalAmt
Management And General$146,709ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$64,330TotalAmt
Management And General$64,330ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,200TotalAmt
Management And General$2,200ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$89,077TotalAmt
Management And General$89,077ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$18,579TotalAmt
Management And General$18,579ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$11,967TotalAmt
Management And General$11,967ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$74,895TotalAmt
Management And General$74,895ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Total$28,954TotalAmt
Management And General$28,954ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,563,579TotalAmt
Program Services$1,543,485ProgramServicesAmt
Management And General$2,020,094ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,466,977BOYAmt
EOY$357,451EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$114,841BOYAmt
EOY$654,110EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$40,803BOYAmt
EOY$38,349EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$20,157,338BOYAmt
EOY$17,386,097EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$7,276,126BOYAmt
EOY$6,919,430EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$29,056,085BOYAmt
EOY$25,355,437EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$75,525BOYAmt
EOY$186,625EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$75,525BOYAmt
EOY$186,625EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$21,663,434BOYAmt
EOY$18,250,281EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,317,126BOYAmt
EOY$6,918,531EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$28,980,560BOYAmt
EOY$25,168,812EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$29,056,085BOYAmt
EOY$25,355,437EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$3,033,531ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$420,622NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$357,595OtherChangesInNetAssetsAmt
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$214,622CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,765CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,947CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,436CurrentTaxYearMinus1YearAmt
Current Tax Year$23,135CurrentTaxYearAmt
Total$314,905TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$214,622CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,765CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,947CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,436CurrentTaxYearMinus1YearAmt
Current Tax Year$23,135CurrentTaxYearAmt
Total$314,905TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$314,905PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$322,300CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$286,747CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$316,606CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$277,425CurrentTaxYearMinus1YearAmt
Current Tax Year$450,000CurrentTaxYearAmt
Total$1,653,078TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,322CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$56,508CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$405,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,833CurrentTaxYearMinus1YearAmt
Current Tax Year$56,020CurrentTaxYearAmt
Total$542,683TotalAmt
FieldValueIRS element (for citing)
Total Support$2,510,666TotalSupportAmt
Gross Receipts Rltd Activities$257,905GrossReceiptsRltdActivitiesAmt
Public Support CY1700.12540PublicSupportCY170Pct
Public Support PY1700.18170PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Public Support PY5090.41470PublicSupportPY509Pct
Investment Income PY0.43210InvestmentIncomePYPct
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$6,919,430BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$6,919,430TotalBookValueOtherAssetsAmt
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, 2012 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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
MORNINGSIDE AT HOME INC
2975 WESTCHESTER AVENUE SUITE 301PURCHASENY10577134113427501(C)(3)$56,097SUPPORT PROGRAMS FOR ASSISTED LIVING
AGING IN AMERICA SUPPORTIVE SERVICES INC
2975 WESTCHESTER AVENUE SUITE 301PURCHASENY10577134141445501(C)(3)$50,000SUPPORT PROGRAMS FOR THE AGED
MORNINGSIDE HOUSE NURSING HOME INC
2975 WESTCHESTER AVENUE SUITE 301PURCHASENY10577237176564501(C)(3)$1,437,388SUPPORT PROGRAMS FOR SKILLED NURSING
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
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 ITS SUBSIDIARIES TO SUPPORT THEIR MISSION. ALL INTERCOMPANY 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 (2 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
DR WILLIAM T SMITH PHD
PRESIDENT/CEO$639,791$0$0$0$0$0$38,000$0$22,972$0$700,763$0$0$0
JOHN MASTRONARDI
VP OPERATIONS & TECHNOLOGY$150,000$0$0$0$0$0$16,500$0$32,735$0$199,235$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11THE 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 -357,595.
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)9AGING IN AMERICA INCYes (1)
MORNINGSIDE AT HOME INC
2975 WESTCHESTER AVENUE SUITE 301PURCHASENY10577134113427ASSISTED LIVINGNY501(C)(3)9AGING IN AMERICA INCYes (1)
METHODIST RETIREMENT COMMUNITY DEVELOPMENT CORPORATION
2975 WESTCHESTER AVENUE SUITE 301PURCHASENY10577112487632INDEPENDENT LIVINGNY501(C)(3)9AGING 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$56,097CASH
AGING IN AMERICA SUPPORTIVE SERVICES INC
B$50,000CASH
MORNINGSIDE HOUSE NURSING HOME INC
B$1,437,388CASH

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