2015-08-14T08:37:04-05:00 2014-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2014-01-01 521256181 THE GERONTOLOGICAL SOCIETY OF AMERICA GERO 2028421275 1220 L STREET NW NO 901 WASHINGTON DC 200054018 JAMES C APPLEBY RPH MPH EXECUTIVE DIRECTOR 2028421275 2015-08-14 1 JOANN WOODSON CPA P01293745 2023319880 2014 2016-03-07 17:11:31Z JAMES C APPLEBY RPH MP 1220 L STREET NW NO 901 WASHINGTON DC 200054018 7138187 0 X WWW.GERON.ORG X 1945 DC TO ADVANCE THE STUDY OF AGING AND DISSEMINATE INFO TO SCIENTISTS, DECISION MAKERS AND THE PUBLIC. 19 19 38 0 73872 40991 16823169 1594023 4503460 4585005 32139 204971 116464 133236 21475232 6517235 3699536 2483870 0 0 2826756 3297768 0 0 172513 3665171 5151689 10191463 10933327 11283769 -4416092 20387929 15750041 2386391 2186805 18001538 13563236 X SEE SCHEDULE O.THE GERONTOLOGICAL SOCIETY OF AMERICA (GSA), FOUNDED IN 1945, IS THE OLDEST AND LARGEST INTERDISCIPLINARY ORGANIZATION DEVOTED TO RESEARCH, EDUCATION, AND PRACTICE IN THE FIELD OF AGING. GSA'S PRINCIPAL MISSION IS TO ADVANCE THE STUDY OF AGING AND DISSEMINATE INFORMATION AMONG SCIENTISTS, DECISION MAKERS, AND THE GENERAL PUBLIC. 0 0 5829825 2483870 INFORMATION DEPARTMENT: THE SOCIETY MANAGES SEVERAL LARGE, MULTI-YEAR GRANTS THAT HELP TO ADVANCE THE FIELD OF GERONTOLOGY. THE HARTFORD/GSA NATIONAL CENTER ON GERONTOLOGICAL SOCIAL WORK EXCELLENCE, WITH FUNDING FROM THE JOHN A. HARTFORD FOUNDATION PROVIDES SUPPORT TO MORE THAN 200 DOCTORAL FELLOWS AND FACULTY SCHOLARS WHO HELP TO BUILD A WORKFORCE OF SOCIAL WORKERS TRAINED AND EDUCATED IN GERIATRICS. GSA IS HOME TO THE COORDINATING CENTER FOR THE NATIONAL HARTFORD CENTERS OF GERONTOLOGICAL NURSING EXCELLENCE (NHCGNE), A COLLABORATION OF THE CENTER AND SCHOOLS OF NURSING THAT HAVE DEMONSTRATED A COMMITMENT TO THE FIELD OF GERONTOLOGICAL NURSING. THE COORDINATING CENTER ALSO SUPPORTS THE STUDIES OF PRE- AND POST- DOCTORAL GERONTOLOGICAL NURSE SCIENTISTS AND EDUCATORS. THE JOHN A. HARTFORD FOUNDATION, INC., PROVIDES FUNDING FOR THE GSA ADMINISTERED HARTFORD CHANGE AGENTS INITIATIVE, A MULTI-YEAR PROJECT DESIGNED TO CREATE CHANGE IN THE PRACTICE ENVIRONMENT TO IMPROVE THE HEALTH OF OLDER ADULTS, THEIR FAMILIES, AND COMMUNITIES. THE HARTFORD CHANGE AGENTS INITIATIVE SUPPORTS RESEARCHERS AND CLINICIANS IN GERIATRIC MEDICINE, NURSING, AND SOCIAL WORK IN AN INTERDISCIPLINARY EFFORT TO CAPITALIZE ON THE COLLECTIVE STRENGTHS, RESOURCES, AND EXPERTISE OF THIS COMMUNITY OF GRANTEES, SCHOLARS, AND HEALTH SYSTEM LEADERS. GSA'S PUBLIC POLICY INSTITUTE PROCESS PUBLIC POLICY & AGING REPORT. THIS QUARTERLY PUBLICATION EXPLORES POLICY ISSUES GENERATING BY THE AGING OF AMERICAN SOCIETY. 1063939 2611710 MEMBERSHIP ACTIVITIES: THE SOCIETY PROVIDES ITS 5,400 MEMBERS WITH THE OPPORTUNITY TO PRESENT THEIR RESEARCH FINDINGS, AND LEARN ABOUT THE RESEARCH FINDINGS OF OTHERS, AT ITS ANNUAL SCIENTIFIC MEETING. SESSIONS ON RESEARCH, EDUCATION AND PRACTICE RELATED TO ALL FACETS OF AGING AND THE AGING PROCESSES ARE FEATURED. THE SOCIETY ALSO PROVIDES MEMBERS WITH A MONTHLY PRINT NEWSLETTER, GERONTOLOGY NEWS, AND REGULAR E-MAIL UPDATES, GSA ANNOUNCEMENTS, BOTH OF WHICH COVER THE LATEST NEWS IN THE PROFESSION AND UPDATE MEMBERS ABOUT THE SOCIETY'S ACTIVITIES. GSA CONNECT, A NEW MEMBER-TO-MEMBER WEB-BASED NETWORKING TOOL, FOSTERS INTERDISCIPLINARY COLLABORATION AND LEARNING. MEMBERS CAN CONNECT ONLINE AND SHARE RESOURCES IN REAL TIME. FINALLY, THE SOCIETY HAS A ROBUST AWARDS PROGRAM TO RECOGNIZE EXCELLENCE IN THE FIELDS OF GERONTOLOGY AND GERONTOLOGICAL RESEARCH. 985593 1899423 PUBLICATIONS DEPARTMENT: THE SOCIETY PUBLISHES SEVERAL PEER-REVIEWED JOURNALS: THE GERONTOLOGIST, THE JOURNALS OF GERONTOLOGY SERIES A: BIOLOGICAL AND MEDICAL SCIENCES, AND THE JOURNALS OF GERONTOLOGY SERIES B: PSYCHOLOGICAL AND SOCIAL SCIENCES. THESE PUBLICATIONS PROVIDE RESEARCHERS IN THE FIELD OF GERONTOLOGY THE OPPORTUNITY TO SHARE THEIR FINDINGS. 7879357 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 164 0 1 38 1 1 1 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X WALTER J WOOLWINE SR DIRECTOR OF 2025872825 1220 L STREET NW WASHINGTON DC 20005 DR RITA B EFFROS PRESIDENT 1.00 X X 0 0 0 DR NANCY L MORROW-HOWELL PRESIDENT-ELECT 1.00 X X 0 0 0 DR ROSEMARY BLIESZNER PAST PRESIDENT 1.00 X X 0 0 0 DR SUZANNE R KUNKEL TREASURER 1.00 X X 0 0 0 DR TAMARA A BAKER SECRETARY 1.00 X X 0 0 0 DR DONNA L WAGNER AGHE PRESIDENT 1.00 X 0 0 0 DR JACQUELINE L ANGEL BSS CHAIR 1.00 X 0 0 0 DR BARBARA BERKMAN SRPP CHAIR 1.00 X 0 0 0 MEG BOURBONNIERE HS CHAIR 1.00 X 0 0 0 DR ROCHELLE BUFFENSTEIN BS CHAIR 1.00 X 0 0 0 DR ELIZABETH A HAHN RICKENBACH ESPO CHAIR 1.00 X 0 0 0 DR JAMES A ASHTON-MILLER HS CHAIR-ELECT 1.00 X 0 0 0 DR DONNA J HOLMES BS CHAIR-ELECT 1.00 X 0 0 0 DR SUSAN K WHITBOURNE BSS CHAIR-ELECT 1.00 X 0 0 0 DR SHERYL ZIMMERMAN SRPP CHAIR-ELECT 1.00 X 0 0 0 DR THOMAS M HESS BSS PAST CHAIR 1.00 X 0 0 0 DR KATHRYN HYER SRPP PAST CHAIR 1.00 X 0 0 0 DR CHARLOTTE A PETERSON BS PAST CHAIR 1.00 X 0 0 0 DR RONALD I SHORR HS PAST CHAIR 1.00 X 0 0 0 JAMES APPLEBY EXECUTIVE DIRECTOR & CEO 35.00 X 348424 0 17463 WALTER J WOOLWINE SR. DIRECTOR FOR FINANCE AND ADMINISTRATION 35.00 X 70669 0 3867 CHRIS YODER SR. DIRECTOR FOR FINANCE AND ADMINISTRATION 35.00 X 88184 0 12298 J TAYLOR HARDEN NHCGNE EXECUTIVE DIRECTOR 35.00 X 217053 0 12102 LINDA HAROOTYAN DEPUTY EXECUTIVE DIRECTOR 35.00 X 159056 0 16848 ANNETTE SCHIMDT SR. DIR. OF STRATEGIC ALLIANCES & BUS DEV 35.00 X 127455 0 5844 OTIS P STEARNS SR. DIR OF MEMBERSHIP, COMM & BRANDING 35.00 X 117289 0 11314 JUDIE F LIEU SR. DIR OF INNOVATION 35.00 X 105157 0 10574 1233287 0 90310 6 0 1 0 CONFLUENCE CORPORATION PO BOX 66794 WASHINGTON DC 200356794 WEBSITE DEVELOPMENT 337435 FREEMAN PO BOX 650036 DALLAS TX 752650036 CONFERENCE SUPPORT 269483 X-TECH VENTURES 150 BRIDAN LANE MAINE NY 13802 CONSULTING 126610 DANIEL KAPLAN 22 FOREST AVENUE CORTLAND MANOR NY 10567 GRANT EVALUATOR 113129 4 104704 1489319 1594023 PUBLICATIONS 900099 1899423 1899423 ANNUAL MEETING 900099 1647095 1647095 MEMBERSHIP DUES 900099 831344 831344 EXHIBITS 900099 133271 133271 ADVERTISING INCOME 541800 73872 0 73872 4585005 74936 74936 26165 26165 52479 0 52479 52479 52479 750987 620952 130035 130035 130035 MISCELLANEOUS INCOME 900099 54592 54592 54592 6517235 4511133 73872 338207 X 980244 980244 1503626 1503626 843358 268300 575058 2041737 649542 1392195 74181 27361 46820 146292 51791 94501 192200 67543 124657 12005 655 9103 2247 34000 34000 672667 571080 76719 24868 10665 8215 1511 939 374240 144191 180316 49733 439480 282237 150314 6929 394066 394066 784286 688674 76303 19309 740387 708165 24738 7484 31562 31562 38087 4723 33364 TAXES - UBIT 7318 7318 PUBLICATION PRODUCTION 680839 636589 10247 34003 STIPENDS AND HONORARIA 381228 377778 3450 EDITOR EXPENSE 246832 238540 7852 440 304027 670103 -392637 26561 10933327 7879357 2881457 172513 4216269 5222231 660541 664490 12048069 6183826 301852 85425 78830 31256 600469 540527 116179 59942 2932822 3228006 33367 274865 20387929 15750041 743884 886864 1470491 1121936 172016 178005 2386391 2186805 X 3888592 4756669 14014055 8704710 98891 101857 18001538 13563236 20387929 15750041 -4416092 -22210 0 X X 0 1 X 1 0 X 5129639 704077 1849852 1274787 1594023 10552378 5129639 704077 1849852 1274787 1594023 10552378 691298 9861080 106910 112738 121126 118069 153580 612423 28410 56984 35560 47251 51175 219380 8862 12945 20203 37816 54592 134418 11518599 19246594 0.85610 0.88970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 98891 2966 101857 64993 33898 98891 55555 9438 64993 52127 3428 55555 47022 5105 52127 0 0 600469 540527 59942 59942 ACCRUED RENT 178005 178005 X 6495025 -22210 -22210 6517235 0 6517235 10933327 0 10933327 0 10933327 PART X, LINE 2: THE SOCIETY ADOPTED THE AUTHORITATIVE GUIDANCE TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ASC TOPIC INCOME TAXES WHICH PROVIDES CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DE-RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE SOCIETY PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE PERIOD ENDED DECEMBER 31, 2014, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2014, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2011 THROUGH 2013 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND STATES IN WHICH THE SOCIETY FILES A RETURN. 0 DOWNTOWN WOMEN'S CENTER 442 S SAN PEDRO STREET LOS ANGELES CA 90013 311597223 501(C)(3) 10000 PROGRAMMATIC SUPPORT DUKE UNIV SCHOOL OF NURSING DUMC PO BOX 3322 DURHAM NC 27710 560532129 501(C)(3) 5000 PROGRAMMATIC SUPPORT JOHNS HOPKINS UNIVERSITY JHU SCHOOL OF NURSING 525 N WOLFE STREET ROOM 339 BALTIMORE MD 21205 520595110 501(C)(3) 110000 PROGRAMMATIC SUPPORT MICHIGAN STATE UNIVERSITY 426 AUDITORIUM ROAD ROOM 2 EAST LANSING MI 48824 386005984 501(C)(3) 10000 PROGRAMMATIC SUPPORT MOUNTAIN AREA HEALTH 121 HENDERSONVILLE ROAD ASHEVILLE NC 28803 561071426 501(C)(3) 20000 PROGRAMMATIC SUPPORT NATIONAL INSTITUTE ON AGING BUILDING 31 ROOM 5 C35 BETHESDA MD 20892 521986675 501(C)(3) 25000 PROGRAMMATIC SUPPORT NEW AMERICAN MEDIA 275 9TH STREET SAN FRANCISCO CA 94103 941709509 501(C)(3) 13000 PROGRAMMATIC SUPPORT NEW YORK UNIVERSITY 726 BORADWAY 9TH FLOOR NEW YORK NY 10003 135562308 501(C)(3) 75000 PROGRAMMATIC SUPPORT NORTHEASTERN UNIV BOUVE COLLEGE OF HEALTH SCIENCE 360 HUNTINGTON AVENUE BOSTON MA 02115 041679980 501(C)(3) 5000 PROGRAMMATIC SUPPORT OREGON HEALTH AND SCIENCE UNIVERSITY SPONSORED PROJ ADM L106SPA 3181 SW SAM JACKSON PK RD PORTLAND OR 97239 931176109 501(C)(3) 24000 PROGRAMMATIC SUPPORT PENN STATE COLLEGE OF NURSING 106 HEALTH AND HUMAN DEV EAST BLDG UNIVERSITY PARK PA 16802 246000376 501(C)(3) 5000 PROGRAMMATIC SUPPORT REGENTS OF UNIVERSITY OF MINNESOTA NW 5957 PO BOX 1450 MINNEAPOLIS MN 554855957 416007513 501(C)(3) 41287 PROGRAMMATIC SUPPORT THE BRIGHAM & WOMEN'S HOSPITAL INC PO BOX 3149 BOSTON MA 022413149 042312909 501(C)(3) 20000 PROGRAMMATIC SUPPORT THE REGENTS OF THE UNIVERSITY OF MICHIGAN 3003 S STATE STREET WOLVERINE TOWER TOWER ANN ARBOR MI 481091274 386006309 501(C)(3) 80000 PROGRAMMATIC SUPPORT THE RESEARCH FOUNDATION OF CUNY 695 PARK AVENUE ROOM E1424 NEW YORK NY 10065 136001027 501(C)(3) 70000 PROGRAMMATIC SUPPORT TRUSTEES OF BOSTON COLLEGE 140 COMMONWEALTH AVENUE CHESNUT MA 02467 042103545 501(C)(3) 236957 PROGRAMMATIC SUPPORT UNIVERSITY OF CHICAGO 5235 S HARPER COURT 4TH FLOOR CHICAGO IL 60615 362177139 501(C)(3) 10000 PROGRAMMATIC SUPPORT UNIVERSITY OF IOWA B5 JESSUP HALL IOWA CITY IA 52242 426004813 501(C)(3) 10000 PROGRAMMATIC SUPPORT UNIVERSITY OF MARYLAND SARATOGA BUILDING 220 ARCH STREET RM 02-128 BALTIMORE MD 21201 526002033 501(C)(3) 25000 PROGRAMMATIC SUPPORT UNIVERSITY OF SOUTHERN CALIFORNIA SPONSORED PROJECTS ACCOUNTING FILE 52095 LOS ANGELES CA 900743095 951642394 501(C)(3) 70000 PROGRAMMATIC SUPPORT UNIVERSITY OF WASHINGTON 12455 COLLECTION DRIVE CHICAGO IL 60693 916001537 501(C)(3) 80000 PROGRAMMATIC SUPPORT UNVIERSITY OF MARYLAND SCHOOL OF NURSING 655 WEST LOMBARD STREET BALTIMORE MD 21201 526002033 501(C)(3) 5000 PROGRAMMATIC SUPPORT VNA OF CARE NEW ENGLAND 51 HEALTH LANE WARWICK RI 02886 050242659 501(C)(3) 10000 PROGRAMMATIC SUPPORT WAYNE STATE UNIVERSITY THOMPSON HOME 4756 CASS AVENUE DETROIT MI 48202 386028429 501(C)(3) 10000 PROGRAMMATIC SUPPORT YALE UNIVERSITY PO BOX 1873 NEW HAVEN CT 065081873 060646973 501(C)(3) 10000 PROGRAMMATIC SUPPORT 25 0 HARTFORD FOUNDATION/FACULTY GRANT 7 175000 HARTFORD NURSING EXCELLENCE/SCHOLARS & FELLOWS 41 1298976 HARTFORD FOUNDATION/DOCTORAL 1 2292 HARTFORD FOUNDATION/HARTFORD CENTER SOCIAL WORK 1 2358 HARTFORD NURSING MAYDAY FUNDS 10 25000 X X X X X 0 0 0 0 0 0 0 1 0 JAMES APPLEBY EXECUTIVE DIRECTOR & CEO 341202 0 5164 0 2058 0 16611 0 852 0 365887 0 0 0 J TAYLOR HARDEN NHCGNE EXECUTIVE DIRECTOR 213813 0 3240 0 0 0 10703 0 1399 0 229155 0 0 0 LINDA HAROOTYAN DEPUTY EXECUTIVE DIRECTOR 155816 0 3240 0 0 0 7938 0 8910 0 175904 0 0 0 PART I, LINE 7 ALL EMPLOYEES EXCEPT THE SOCIETY'S EXECUTIVE DIRECTOR AND CEO ARE ELIGIBLE TO SHARE IN A BONUS POOL AT THE END OF THE FISCAL YEAR IF GSA OPERATES AT A SURPLUS. THE MAXIMUM AMOUNT OF THE BONUS POOL IS 5% OF THE ANNUAL SALARY COMPENSATION EXPENSE. FOR 2014 THE SOCIETY AWARDED EACH EMPLOYEE A $3,240 BONUS PRORATED FOR EMPLOYEES WORKING LESS THAN THE 12 MONTH FISCAL YEAR. THE EXECUTIVE DIRECTOR WAS AWARDED A BONUS OF $5,164 IN ACCORDANCE WITH THE PROVISIONS OF HIS EMPLOYMENT AGREEMENT. FORM 990, PART VI, SECTION A, LINE 6 GSA HAS 6 TYPES OF MEMBERS ALL WITH THE SAME VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A GSA'S ENTIRE MEMBERSHIP ELECTS GSA'S PRESIDENT, SECRETARY AND TREASURER. IN ADDITION, EACH SECTION OF GSA AND ESPO (EMERGING STUDENTS AND PROFESSIONAL ORGANIZATION) ELECTS ITS LEADERSHIP. FORM 990, PART VI, SECTION A, LINE 7B BY-LAW CHANGES ARE SUBJECT TO THE VOTE OF THE ENTIRE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND THE EXECUTIVE COMMITTEE BEFORE SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF GSA'S EXECUTIVE COUNCIL/COMMITTEE SIGN GSA'S CONFLICT OF INTEREST POLICY PRIOR TO ASSUMING OFFICE. GSA STAFF AND LEADERSHIP ARE REMINDED OF THE CONFLICT OF INTEREST POLICY, AND, WHEN ENGAGING IN NEW ACTIVITIES, ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 GSA USES THE ASAE EXECUTIVE DIRECTOR COMPENSATION REPORT FOR COMPARABLE SALARIES OF OTHER ASSOCIATION EXECUTIVE DIRECTORS AND 990'S OF SIMILAR ORGANIZATIONS AS SALARY GUIDELINES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, PART IX, LINE 24E SUB-CONTRACT EXPENSE: PROGRAM SERVICE EXPENSES 88,681. MANAGEMENT AND GENERAL EXPENSES 53,615. FUNDRAISING EXPENSES 147. TOTAL EXPENSES 142,443. AWARDS: PROGRAM SERVICE EXPENSES 45,425. MANAGEMENT AND GENERAL EXPENSES 1,666. FUNDRAISING EXPENSES 4,000. TOTAL EXPENSES 51,091. FEES AND REGISTRATIONS: PROGRAM SERVICE EXPENSES 20,668. MANAGEMENT AND GENERAL EXPENSES 9,278. FUNDRAISING EXPENSES 12,448. TOTAL EXPENSES 42,394. LOSS ON DISPOSAL OF FIXED ASSETS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 28,675. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,675. STAFF TRAINING: PROGRAM SERVICE EXPENSES 8,010. MANAGEMENT AND GENERAL EXPENSES 16,252. FUNDRAISING EXPENSES 395. TOTAL EXPENSES 24,657. MISCELLANEOUS EXPENSES: PROGRAM SERVICE EXPENSES 2,299. MANAGEMENT AND GENERAL EXPENSES 2,897. FUNDRAISING EXPENSES 9,571. TOTAL EXPENSES 14,767. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT BEEN CHANGED FROM PRIOR YEAR. 2017 IAGG WORLD CONGRESS LLC 1220 L STREET NW SUITE 901 WASHINGTON DC 200054018 MANAGEMENT OF THE 2017 IAGG WORLD CONGRESS DE 7500 34990 THE GERONTOLOGICAL SOCIETY OF AMERICA