AGING IN AMERICA INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- AGING IN AMERICA INC (EIN 13-6126508)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-29
- IRS object ID
- 201533029349301338
- Schema version
- 2014v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-29T12:51:02-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131517563 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOEB & TROPER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 THIRD AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136126508 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGING IN AMERICA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AGIN | BusinessNameControlTxt |
| Phone | 7184098215 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 WATERS PLACE NO 303 | AddressLine1Txt |
| City | BRONX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10461 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR WILLIAM T SMITH PHD | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 7184098215 | PhoneNum |
| Signature | 2015-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON SHAPIRO | PreparerPersonNm |
| PTIN | P01333816 | PTIN |
| Phone | 2128674000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR WILLIAM T SMITH PHD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 WATERS PLACE NO 303 | AddressLine1Txt |
| City | BRONX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10461 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $102,672,372 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AGINGINAMERICA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1963 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION PROVIDES A CONTINUUM OF HEALTH CARE SERVICES FOR THE ELDERLY AND CHARITY CARE CONTRIBUTIONS TO MHNH RESIDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $25,947 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,436 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $433,524 | PYInvestmentIncomeAmt |
| CY Investment Income | $459,023 | CYInvestmentIncomeAmt |
| PY Other Revenue | $405,000 | PYOtherRevenueAmt |
| CY Other Revenue | $20,833 | CYOtherRevenueAmt |
| PY Total Revenue | $864,471 | PYTotalRevenueAmt |
| CY Total Revenue | $496,292 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $55,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $50,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $110,549 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $799,605 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $96,786 | PYOtherExpensesAmt |
| CY Other Expenses | $355,640 | CYOtherExpensesAmt |
| PY Total Expenses | $262,335 | PYTotalExpensesAmt |
| CY Total Expenses | $1,205,245 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $602,136 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$708,953 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,705,888 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,056,085 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $157,781 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $75,525 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,548,107 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $28,980,560 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE A CONTINUM OF HEALTH CARE (INCLUDING SPECIALIZED CARE), SOCIAL FACILITIES, PROGRAMS AND SERVICES FOR AN AGING POPULATION. TO PROVIDE INNOVATIVE PROGRAMS DEDICATED TO IMPROVING THE QUALITY OF HEALTH CARE AND SOCIAL SERVICES TO ASSURE MAXIMUM INDEPENDENCE OF OLDER PERSONS. TO TAKE LEADERSHIP POSITION TO AFFECT POSITIVE PUBLIC AWARENESS AND PUBLIC POLICY FOR MATTERS RELATING TO AGING. TO INSURE THE ORGANIZATIONS LONG-TERM FINANCIAL HEALTH AND INFLUENCE PUBLIC FUNDING FOR SOLUTIONS TO PROBLEMS OF AGING. TO PROVIDE AN EMPLOYMENT ENVIRONMENT WHICH FOSTERS PROFESSIONAL EXCELLENCE AT ALL LEVELS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $50,000 | ExpenseAmt |
| Grant | $50,000 | GrantAmt |
| Desc | AGING 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 | $50,000 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILTON GUTMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7184098215 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 WATERS PLACE SUITE 303 | AddressLine1Txt |
| City | BRONX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10461 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KATHARINE M WEISS | ||||||||
| CHAIR | 1.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| FATHER RICHARD F GORMAN | ||||||||
| VICE CHAIR | 1.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NEAL BAUMANN | ||||||||
| TREASURER | 1.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALEXANDER HOOD | ||||||||
| SECRETARY | 1.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD H ALTIERI PHD | ||||||||
| TRUSTEE | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH KERRIGAN | ||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DONALD T KIRBY | ||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DR WILLIAM T SMITH PHD | ||||||||
| PRESIDENT/CEO | 1.50 | 36.00 | Yes (X) | $327,540 | $424,245 | $75,572 | ||
| MILTON GUTMAN | ||||||||
| CFO | 1.50 | 36.00 | Yes (X) | $98,344 | $114,012 | $24,043 | ||
| JOHN MASTRONARDI | ||||||||
| VP OPERATIONS & TECHNOLOGY | 1.50 | 36.00 | $73,462 | $82,531 | $10,199 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $499,346 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $620,788 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $109,814 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $16,436 | AllOtherContributionsAmt |
| Total Contributions | $16,436 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $277,425 | TotalRevenueColumnAmt |
| Exclusion | $277,425 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $102,357,678 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $102,176,080 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $181,598 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $181,598 | TotalRevenueColumnAmt |
| Exclusion | $181,598 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,833 | TotalRevenueColumnAmt |
| Exclusion | $20,833 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $20,833 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $496,292 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $479,856 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |
| Program Services | $50,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $538,664 | TotalAmt |
| Management And General | $538,664 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,588 | TotalAmt |
| Management And General | $188,588 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,558 | TotalAmt |
| Management And General | $13,558 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,691 | TotalAmt |
| Management And General | $13,691 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,104 | TotalAmt |
| Management And General | $45,104 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,184 | TotalAmt |
| Management And General | $75,184 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,825 | TotalAmt |
| Management And General | $103,825 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,453 | TotalAmt |
| Management And General | $30,453 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,721 | TotalAmt |
| Management And General | $1,721 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,783 | TotalAmt |
| Management And General | $39,783 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,021 | TotalAmt |
| Management And General | $5,021 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,125 | TotalAmt |
| Management And General | $2,125 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,020 | TotalAmt |
| Management And General | $3,020 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,991 | TotalAmt |
| Management And General | $88,991 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total | $5,517 | TotalAmt |
| Management And General | $5,517 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,205,245 | TotalAmt |
| Program Services | $50,000 | ProgramServicesAmt |
| Management And General | $1,155,245 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,466,977 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $331,329 | BOYAmt |
| EOY | $114,841 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,168 | BOYAmt |
| EOY | $40,803 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $132,076 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $132,076 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,020 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,546,923 | BOYAmt |
| EOY | $20,157,338 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,789,448 | BOYAmt |
| EOY | $7,276,126 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,705,888 | BOYAmt |
| EOY | $29,056,085 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,821 | BOYAmt |
| EOY | $75,525 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,960 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,781 | BOYAmt |
| EOY | $75,525 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,382,159 | BOYAmt |
| EOY | $21,663,434 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,165,948 | BOYAmt |
| EOY | $7,317,126 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,548,107 | BOYAmt |
| EOY | $28,980,560 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,705,888 | BOYAmt |
| EOY | $29,056,085 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$708,953 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$211,455 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $11,352,861 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $175,903 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $214,622 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,765 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,947 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,436 | CurrentTaxYearAmt |
| Total | $467,673 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $767,271 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $121,712 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $136,193 | CurrentTaxYearMinus2YearsAmt |
| Total | $1,025,176 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $943,174 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $336,334 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $170,958 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,947 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,436 | CurrentTaxYearAmt |
| Total | $1,492,849 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,492,849 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $352,478 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $322,300 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $286,747 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $316,606 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $277,425 | CurrentTaxYearAmt |
| Total | $1,555,556 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $352,478 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $322,300 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $286,747 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $316,606 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $277,425 | CurrentTaxYearAmt |
| Total | $1,555,556 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $64,516 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,322 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,508 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $405,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,833 | CurrentTaxYearAmt |
| Total | $551,179 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,360,168 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $662,956 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $514,213 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $747,553 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $314,694 | CurrentTaxYearAmt |
| Total | $3,599,584 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.41470 | PublicSupportCY509Pct |
| Public Support PY509 | 0.54370 | PublicSupportPY509Pct |
| Investment Income CY | 0.43210 | InvestmentIncomeCYPct |
| Investment Income PY | 0.31610 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests PY509 | Yes (X) | ThirtyThrPctSuprtTestsPY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME MANAGEMENT FEES | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $132,076 | OtherCostOrOtherBasisAmt |
| Depreciation | $132,076 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN PERPETUAL TRUST | Desc |
| Book Value | $7,276,126 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $7,276,126 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $33,935,349 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$211,455 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $33,650,512 | OtherRevenueAmt |
| Revenue Not Reported | $33,439,057 | RevenueNotReportedAmt |
| Revenue Subtotal | $496,292 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $496,292 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,661,618 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $23,456,373 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $23,456,373 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,205,245 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,205,245 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | UNCERTAINTY IN INCOME TAXES - AIA AND SUBSIDIARIES MANAGEMENT BELIEVES THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING DECEMBER 31, 2011 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RELATED PARTY REVENUES 33,540,334. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 110,178. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RELATED PARTY EXPENSES 23,456,373. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGING IN AMERICA SUPPORTIVE SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 WATERS PLACE SUITE 303 | AddressLine1Txt |
| City | BRONX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10461 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 134141445 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $50,000 | CashGrantAmt |
| Purpose Of Grant | SUPPORT PROGRAMS FOR THE AGED | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AGING IN AMERICA, INC., 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR WILLIAM T SMITH PHD | ||||||||||||||
| PRESIDENT/CEO | $229,137 | $377,783 | $70,526 | $0 | $27,877 | $46,462 | $29,228 | $23,335 | $10,090 | $12,919 | $366,858 | $460,499 | $0 | $0 |
| MILTON GUTMAN | ||||||||||||||
| CFO | $98,344 | $114,012 | $0 | $0 | $0 | $0 | $0 | $23,000 | $0 | $1,043 | $98,344 | $138,055 | $0 | $0 |
| JOHN MASTRONARDI | ||||||||||||||
| VP OPERATIONS & TECHNOLOGY | $60,577 | $81,965 | $10,000 | $0 | $2,885 | $566 | $0 | $5,625 | $0 | $4,574 | $73,462 | $92,730 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | A PERFORMANCE BASED BONUS WAS PAID TO THE CEO AND VP OF OPERATIONS & TECHNOLOGY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD AND FINANCE COMMITTEE MEMBERS REVIEW AND COMMENT ON THE DRAFT 990. THE ORGANIZATION RECEIVED COMMENTS FROM FINANCE COMMITTEE AND SENT THESE COMMENTS FOR FINAL REVISIONS. THE FINAL REVIEW OF THE 990 IS PERFORMED BY THE CEO AND CFO. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL EMPLOYEES, OFFICERS, AND DIRECTORS OF AGING IN AMERICA, INC. SHALL SCRUPULOUSLY AVOID AT ALL TIMES ANY CONFLICTS BETWEEN THEIR OWN PERSONAL INTERESTS AND THE INTERESTS OF AGING IN AMERICA. 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 15 | MORNINGSIDE HOUSE NURSING HOME, INC, A RELATED ORGANIZATION CONDUCTED A SALARY SEARCH BY AN INDEPENDENT SOURCE. BOARD APPROVAL IS REQUIRED FOR CEO'S SALARY. NO SALARY SEARCHES WERE PERFORMED IN THE CURRENT YEAR; THEY ARE DONE ON AN AS NEEDED BASIS. THE SALARY SEARCH WAS LAST PERFORMED IN 2012. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | WRITE-OFF OF INTERCOMPANY BALANCES -178,660. INTERCOMPANY TRANSFERS 11,421,343. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 110,178. |
| FORM 990, PART XII, LINE 2C: | PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| AGING IN AMERICA COMMUNITY SERVICES INC | ||||||||||
| 1200 WATERS PLACE SUITE 303 | BRONX | NY | 10461 | 134099045 | COMMUNITY BASED ORGANIZATION | NY | 501(C)(3) | 7 | AGING IN AMERICA INC | Yes (1) |
| AGING IN AMERICA SUPPORTIVE SERVICES INC | ||||||||||
| 1200 WATERS PLACE SUITE 303 | BRONX | NY | 10461 | 134141445 | RESIDENTIAL LIVING | NY | 501(C)(3) | 7 | AGING IN AMERICA INC | Yes (1) |
| MORNINGSIDE HOUSE NURSING HOME CO INC | ||||||||||
| 1200 WATERS PLACE SUITE 303 | BRONX | NY | 10461 | 237176564 | SKILLED NURSING FACILITY | NY | 501(C)(3) | 9 | AGING IN AMERICA INC | Yes (1) |
| MORNINGSIDE AT HOME INC | ||||||||||
| 1200 WATERS PLACE SUITE 303 | BRONX | NY | 10461 | 134113427 | HOME CARE | NY | 501(C)(3) | 9 | AGING IN AMERICA INC | Yes (1) |
| METHODIST RETIREMENT COMMUNITY DEVELOPMENT CORPORATION | ||||||||||
| 1200 WATERS PLACE SUITE 303 | BRONX | NY | 10461 | 112487632 | INDEPENDENT LIVING | NY | 501(C)(3) | 9 | AGING IN AMERICA INC | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MORNINGSIDE AT HOME INC | ||
| R | $641,528 | CASH |
| AGING IN AMERICA SUPPORTIVE SERVICES INC | ||
| B | $50,000 | CASH |
| MORNINGSIDE HOUSE NURSING HOME INC | ||
| O | $149,713 | CASH |
| MORNINGSIDE HOUSE NURSING HOME INC | ||
| S | $12,062,871 | CASH |
Comments