2016-07-14T13:33:09-05:00 2015-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2015-01-01 134014982 GRANTMAKERS IN AGING INC GRAN 7034130413 2001 JEFFERSON DAVIS HIGHWAY NO 504 ARLINGTON VA 22202 JOHN FEATHER CEO 7034130413 2016-07-14 1 3019519090 2015 2016-09-27 15:27:22Z JOHN FEATHER 2001 JEFFERSON DAVIS HIGHWAY NO 504 ARLINGTON VA 22202 2091317 0 X WWW.GIAGING.ORG X 1998 NY SEE PART III, LINE 1. 12 12 3 10 0 0 3723162 1998491 69280 81410 2943 8042 0 3374 3795385 2091317 837500 596471 0 0 422844 463648 0 0 25314 1356478 1470003 2616822 2530122 1178563 -438805 2939785 2480102 204547 183669 2735238 2296433 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 2305595 596471 81410 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. 2305595 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 1 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 12 0 1 3 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 1 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 CHRISTOPHER LANGSTON BOARD CHAIR 3.00 X X 0 0 0 ANN MONROE BOARD VICE CHAIR 2.00 X X 0 0 0 SHELLEY LYFORD BOARD SECRETARY 2.00 X X 0 0 0 RENE SEIDEL BOARD TREASURER 2.00 X X 0 0 0 PAULINE DANIELS BOARD MEMBER 2.00 X 0 0 0 STEVE EWELL BOARD MEMBER 2.00 X 0 0 0 SANDRA NATHAN BOARD MEMBER 2.00 X 0 0 0 MARY O'DONNELL BOARD MEMBER 2.00 X 0 0 0 RUTH PALOMBO BOARD MEMBER 2.00 X 0 0 0 HELEN RAMON BOARD MEMBER 2.00 X 0 0 0 STEVE ROWE BOARD MEMBER 2.00 X 0 0 0 WENDY YALLOWITZ BOARD MEMBER 2.00 X 0 0 0 JOHN FEATHER CEO 40.00 X 194542 0 29690 194542 0 29690 1 0 1 0 FRAMEWORKS INSTITUTE 1333 H STREET NW SUITE 700 WASHINGTON DC 20005 REFRAMING PROGRAM MGMT 262000 DYNAMIC CONSULTING GROUP 9208 N CAMPBELL CT KANSAS CITY MO 64155 WEBSITE & MEMB. DATABASE 186832 STRATEGIC COMMUNICATIONS & PLANNING 34 WEST AVENUE SUITE E WAYNE PA 19087 PROG. ASST. & WEBSITE ADMIN. 170538 JENNIFER W CAMPBELL 2540 BELMONT AVENUE ARDMORE PA 19003 PROJECT MANAGEMENT AND CONSULTING 162401 LAUREL RIDGE CONSULTING 401 LAUREL RIDGE ROAD COLUMBUS NC 28722 PROJECT MANAGEMENT SERVICES 105200 5 164058 1834433 1998491 REGISTRATION FEES 900099 81410 81410 81410 8042 8042 MISCELLANEOUS 900099 3374 3374 3374 2091317 81410 0 11416 X 571471 571471 25000 25000 224232 173943 39345 10944 188865 146508 33139 9218 3051 2367 535 149 21825 16930 3830 1065 25675 19917 4505 1253 99602 87233 12369 936401 820112 116289 30236 7180 22707 349 8832 7735 1097 45891 25852 18570 1469 112854 75788 36628 438 179833 177431 2402 22947 22947 4911 1633 3278 ALLOCATION OF M&G 0 131274 -131274 EQUIPMENT 10754 5969 4785 REPAIRS & MAINTENANCE 9104 5129 3684 291 PROFESSIONAL DEV'L 2830 941 1889 5808 3182 2488 138 2530122 2305595 199213 25314 735754 586817 1337866 845882 796500 859069 41554 11288 200071 26562 24574 173509 3537 3537 2939785 2480102 111490 97068 91775 84717 1282 1884 204547 183669 X 467349 421263 2267889 1875170 2735238 2296433 2939785 2480102 -438805 0 X 0 1 X 1 0 X 1128413 1798618 2074861 3723162 1998491 10723545 1128413 1798618 2074861 3723162 1998491 10723545 6953328 3770217 2297 807 462 2943 8042 14551 1082 3374 4456 10742552 352578 0.35100 0.35460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2692 2468 224 9267 3325 5942 188112 20769 167343 173509 DEFERRED RENT 1884 1884 X 2091317 0 2091317 0 2091317 2530122 0 2530122 0 2530122 PART X, LINE 2: FOR THE YEARS ENDED DECEMBER 31, 2015 AND 2014, 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 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 25000 0 0 0 0 0 0 25000 0 25000 NORTH AMERICA COMMUNITY AGENDA YEAR III, GRANT/PARTNERSHIPS 25000 CHECK 1 0 1 0 0 0 0 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. 1 INDIANA GRANTMAKERS ALLIANCE 32 E WASHINGTON ST SUITE 1100 INDIANAPOLIS IN 46204 351835134 501(C)(3) 60000 COMMUNITY AGENDA INITIATIVE PROJECT MID-AMERICA REGIONAL COUNCIL 600 BROADWAY SUITE 200 KANSAS CITY MO 64105 201824454 501(C)(3) 60000 COMMUNITY AGENDA INITIATIVE PROJECT REGIONAL COMMUNITY PARTNERS 302 NORTH 1ST STREET SUITE 300 PHOENIX AZ 85003 860998822 501(C)(3) 60000 COMMUNITY AGENDA INITIATIVE PROJECT HEALTH FOUNDATION OF SOUTH FLORIDA 2 BISCAYNE BLVD SUITE 1710 MIAMI FL 33131 650005384 501(C)(3) 60000 COMMUNITY AGENDA INITIATIVE PROJECT ATLANTA REGIONAL COMMISSION 40 E COURTLAND STREET NE ATLANTA GA 30303 586002324 501(C)(3) 60000 COMMUNITY AGENDA INITIATIVE PROJECT GENERATIONS UNITED 5 E ST NW 3RD FLOOR WASHINGTON DC 20001 311542973 501(C)(3) 12500 COMMUNITY AGENDA INITIATIVE PROJECT 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 RURAL HEALTH CARE INC 202 ISLAND DRIVE SUITE 1 FORT PIERRE SD 57532 591792958 501(C)(3) 62000 HOME & HEART: SOAR PORTLAND STATE UNIVERSITY 1600 SW 4TH AVENUE SUITE 210 PORTLAND OR 97201 930619733 501(C)(3) 40000 AGE-FRIENDLY COMMUNITIES 11 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 194542 0 0 0 0 0 7500 0 22190 0 224232 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED ITS GOVERNING DOCUMENTS TO INCLUDE THE CREATION OF AN AUDIT COMMITTEE. 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 11 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 PROJECT MANAGEMENT: PROGRAM SERVICE EXPENSES 234,368. MANAGEMENT AND GENERAL EXPENSES 33,233. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 267,601. REFRAMING PROGRAM MGMT: PROGRAM SERVICE EXPENSES 229,463. MANAGEMENT AND GENERAL EXPENSES 32,537. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 262,000. PROG. ASST. & WEBSITE ADMIN.: PROGRAM SERVICE EXPENSES 149,359. MANAGEMENT AND GENERAL EXPENSES 21,179. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 170,538. CONSULTANTS: PROGRAM SERVICE EXPENSES 43,292. MANAGEMENT AND GENERAL EXPENSES 6,138. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,430. WEBSITE & MEMB. DATABASE: PROGRAM SERVICE EXPENSES 163,630. MANAGEMENT AND GENERAL EXPENSES 23,202. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 186,832.