AGING IN AMERICA INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
AGING IN AMERICA INC (EIN 13-6126508)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-11
IRS object ID
201443159349302639
Schema version
2013v3.0
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

FieldValueIRS element (for citing)
Return2014-11-11T15:17:22-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131517563PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LOEB & TROPER LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1655 THIRD AVENUE 12TH FLOORAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10017ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136126508EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AGING IN AMERICA INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlAGINBusinessNameControlTxt
Phone7184098215PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11200 WATERS PLACE NO 303AddressLine1
CityBRONXCity
StateNYState
ZIP Code10461ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDR WILLIAM T SMITH PHDPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone7184098215PhoneNum
Signature2014-11-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonISRAEL TANNENBAUMPreparerPersonNm
PTINP01589203PTIN
Phone2128674000PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerWILLIAM T SMITH PHDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11200 WATERS PLACE NO 303AddressLine1
CityBRONXCity
StateNYState
ZIP Code10461ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$3,885,126GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AGINGINAMERICA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1963FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTHE ORGANIZATION PROVIDES A CONTINUUM OF HEALTH CARE SERVICES FOR THE ELDERLY AND CHARITY CARE CONTRIBUTIONS TO MHNH RESIDENTS.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers7TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$34,765PYContributionsGrantsAmt
CY Contributions Grants$25,947CYContributionsGrantsAmt
PY Program Service Revenue$136,193PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$477,276PYInvestmentIncomeAmt
CY Investment Income$433,524CYInvestmentIncomeAmt
PY Other Revenue$56,508PYOtherRevenueAmt
CY Other Revenue$405,000CYOtherRevenueAmt
PY Total Revenue$704,742PYTotalRevenueAmt
CY Total Revenue$864,471CYTotalRevenueAmt
PY Grants And Similar Paid$650,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$55,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$108,054PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$110,549CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$587,334PYOtherExpensesAmt
CY Other Expenses$96,786CYOtherExpensesAmt
PY Total Expenses$1,345,388PYTotalExpensesAmt
CY Total Expenses$262,335CYTotalExpensesAmt
PY Revenues Less Expenses-$640,646PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$602,136CYRevenuesLessExpensesAmt
Total Assets BOY$17,351,331TotalAssetsBOYAmt
Total Assets EOY$18,705,888TotalAssetsEOYAmt
Total Liabilities BOY$500,944TotalLiabilitiesBOYAmt
Total Liabilities EOY$157,781TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$16,850,387NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$18,548,107NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$149,979ExpenseAmt
Grant$55,000GrantAmt
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$149,979TotalProgramServiceExpensesAmt
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 EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
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 Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee3EmployeeCnt
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 ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
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 Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
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 OtherYes (1)CompensationProcessOtherInd
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 GUTMAN CFOBusinessNameLine1
FieldValueIRS element (for citing)
Phone7184098215PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11200 WATERS PLACE SUITE 303AddressLine1
CityBRONXCity
StateNYState
ZIP Code10461ZIPCode

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 CompensationOtherCompensationAmt
KATHARINE M WEISS
CHAIR1.005.00Yes (X)Yes (X)$0$0$0
FATHER RICHARD F GORMAN
VICE CHAIR1.005.00Yes (X)Yes (X)$0$0$0
NEAL BAUMANN
TREASURER1.005.00Yes (X)Yes (X)$0$0$0
ALEXANDER HOOD
SECRETARY1.005.00Yes (X)Yes (X)$0$0$0
RICHARD H ALTIERI PHD
TRUTSTEE1.005.00Yes (X)$0$0$0
ELIZABETH KERRIGAN
TRUTSTEE1.005.00Yes (X)$0$0$0
DONALD T KIRBY
TRUTSTEE1.005.00Yes (X)$0$0$0
DR WILLIAM T SMITH
PRESIDENT/CEO1.5036.00Yes (X)$29,536$708,866$57,869
MITCHELL DEFRIN
CFO1.5036.00Yes (X)$4,511$108,272$17,862
MILTON GUTMAN
CFO1.5036.00Yes (X)$5,239$125,719$13,928
FieldValueIRS element (for citing)
Total Reportable Comp From Org$39,286TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$942,857TotReportableCompRltdOrgAmt
Total Other Compensation$89,659TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$25,947AllOtherContributionsAmt
Total Contributions$25,947TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$316,606TotalRevenueColumnAmt
Exclusion$316,606ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,137,573SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,020,655SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$116,918SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$116,918TotalRevenueColumnAmt
Exclusion$116,918ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$405,000TotalRevenueColumnAmt
Exclusion$405,000ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$405,000OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$864,471TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$838,524ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$55,000TotalAmt
Program Services$55,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$40,757TotalAmt
Program Services$27,173ProgramServicesAmt
Management And General$13,584ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$40,822TotalAmt
Program Services$27,150ProgramServicesAmt
Management And General$13,672ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$28,970TotalAmt
Program Services$19,313ProgramServicesAmt
Management And General$9,657ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$18,634TotalAmt
Management And General$18,634ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$46,100TotalAmt
Management And General$46,100ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$23,623TotalAmt
Program Services$15,730ProgramServicesAmt
Management And General$7,893ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11TotalAmt
Program Services$7ProgramServicesAmt
Management And General$4ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,302TotalAmt
Program Services$2,199ProgramServicesAmt
Management And General$1,103ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,102TotalAmt
Program Services$734ProgramServicesAmt
Management And General$368ManagementAndGeneralAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,014TotalAmt
Program Services$2,673ProgramServicesAmt
Management And General$1,341ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$262,335TotalAmt
Program Services$149,979ProgramServicesAmt
Management And General$112,356ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,816,349BOYAmt
EOY$331,329EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$268BOYAmt
EOY$35,168EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$132,076LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$129,056LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$6,322BOYAmt
EOY$3,020EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,271,884BOYAmt
EOY$2,546,923EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$13,256,508BOYAmt
EOY$15,789,448EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$17,351,331BOYAmt
EOY$18,705,888EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$35,160BOYAmt
EOY$140,821EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$465,784BOYAmt
EOY$16,960EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$500,944BOYAmt
EOY$157,781EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,555,914BOYAmt
EOY$11,382,159EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,294,473BOYAmt
EOY$7,165,948EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,850,387BOYAmt
EOY$18,548,107EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,351,331BOYAmt
EOY$18,705,888EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$602,136ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$224,109NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$871,475OtherChangesInNetAssetsAmt
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)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$170,974CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$175,903CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$214,622CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,765CurrentTaxYearMinus1YearAmt
Current Tax Year$25,947CurrentTaxYearAmt
Total$622,211TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,099,788CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$767,271CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$121,712CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$136,193CurrentTaxYearMinus1YearAmt
Total$2,124,964TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,270,762CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$943,174CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$336,334CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$170,958CurrentTaxYearMinus1YearAmt
Current Tax Year$25,947CurrentTaxYearAmt
Total$2,747,175TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$2,747,175PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$319,159CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$352,478CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$322,300CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$286,747CurrentTaxYearMinus1YearAmt
Current Tax Year$316,606CurrentTaxYearAmt
Total$1,597,290TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$319,159CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$352,478CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$322,300CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$286,747CurrentTaxYearMinus1YearAmt
Current Tax Year$316,606CurrentTaxYearAmt
Total$1,597,290TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,371CurrentTaxYearMinus4YearsAmt
Total$2,371TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$175,703CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$64,516CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,322CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,508CurrentTaxYearMinus1YearAmt
Current Tax Year$405,000CurrentTaxYearAmt
Total$706,049TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,767,995CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,360,168CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$662,956CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$514,213CurrentTaxYearMinus1YearAmt
Current Tax Year$747,553CurrentTaxYearAmt
Total$5,052,885TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.54370PublicSupportCY509Pct
Public Support PY5090.61220PublicSupportPY509Pct
Investment Income CY0.31610InvestmentIncomeCYPct
Investment Income PY0.30670InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

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

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$132,076OtherCostOrOtherBasisAmt
Depreciation$129,056DepreciationAmt
Book Value$3,020BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,020TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDescBook ValueBookValueAmt
DUE FROM METHODIST RETIREMENT COMMUNITY DEVELOPMENT CORPORATION$105,352
DUE FROM MORNINGSIDE AT HOME, INC.$175,198
BENEFICIAL INTEREST IN PERPETUAL TRUST$7,165,948
DUE FROM MORNINGSIDE HOUSE NURSING HOME, INC.$8,234,848
DUE FROM AIACS$108,102
FieldValueIRS element (for citing)
Total Book Value Other Assets$15,789,448TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO AIA SUPPORTIVE SERVICES, INC.Desc
Amt$16,960Amt
FieldValueIRS element (for citing)
Total Liability$16,960TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,088,580TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$224,109NetUnrealizedGainsInvstAmt
Revenue Not Reported$224,109RevenueNotReportedAmt
Revenue Subtotal$864,471RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$864,471TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$262,335TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$262,335ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$262,335TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationUNCERTAINTY 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, 2010 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 (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
AGING IN AMERICA COMMUNITY SERVICES INC
1200 WATERS PLACE SUITE 303BRONXNY10461134099045501(C)(3)$5,000SUPPORT PROGRAMS FOR THE AGED
AGING IN AMERICA SUPPORTIVE SERVICES INC
1200 WATERS PLACE SUITE 303BRONXNY10461134141445501(C)(3)$50,000SUPPORT PROGRAMS FOR THE AGED
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationAS AN INTEGRAL PART OF THE AGING IN AMERICA, INC., SUBJECT TO ITS BOARD OF DIRECTORS REVIEW OF FINANCIAL CONDITION AND VIABILITY, WILL PROVIDE RESOURCES TO ITS SUBSIDIARIES TO SUPPORT THEM AS WELL AS TO SUPPORT THE MULTIFACETED HEALTH SERVICES PROVIDED BY THE CONSTITUENT MEMBERS OF THE ORGANIZATION.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 PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDR WILLIAM T SMITHPersonNm
TitlePRESIDENT/CEOTitleTxt
Base Compensation Filing Org$25,465BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$611,153CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$1,400BonusFilingOrganizationAmount
Bonus Related Organizations$33,600BonusRelatedOrganizationsAmt
Other Compensation Filing Org$2,671OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$64,113OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$1,330DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$31,920DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$985NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$23,634NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$31,851TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$764,420TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$1,000CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$23,500CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationA PERFORMANCE BASED BONUS WAS PAID TO THE TOP EXECUTIVEExplanationTxt

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 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 12CALL 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 SHALL BE 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 15A SALARY SEARCH IS CONDUCTED 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 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 871,475.
FORM 990, PART XII, LINE 2C:THE ORGANIZATION HAS A 'FINANCE AND AUDIT COMMITTEE' COMPRISED OF VARIOUS MEMBERS OF THE BOARD OF DIRECTORS. THIS COMMITTEE MEETS FOUR TIMES A YEAR (QUARTERLY) AND ALSO MEETS AT YEAR-END TO REVIEW THE RESULTS OF THE AUDIT. AT THE FIRST QUARTERLY MEETING AFTER THE ANNUAL AUDIT MEETING, THE COMMITTEE DELIBERATES WHICH AUDIT FIRM SHOULD BE ENGAGED FOR THE UPCOMING YEAR. THEREAFTER, RECOMMENDATIONS ARE PROPOSED TO THE FULL BOARD FOR ADOPTION.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrganizationControlledOrganizationInd
AGING IN AMERICA COMMUNITY SERVICES INC
1200 WATERS PLACE SUITE 303BRONXNY10461134099045COMMUNITY BASED ORGANIZATIONNY501(C)(3)7AGING IN AMERICA INCYes (1)
AGING IN AMERICA SUPPORTIVE SERVICES INC
1200 WATERS PLACE SUITE 303BRONXNY10461134141445RESIDENTIAL LIVINGNY501(C)(3)7AGING IN AMERICA INCYes (1)
MORNINGSIDE HOUSE NURSING HOME CO INC
1200 WATERS PLACE SUITE 303BRONXNY10461237176564SKILLED NURSING FACILITYNY501(C)(3)9AGING IN AMERICA INCYes (1)
MORNINGSIDE AT HOME INC
1200 WATERS PLACE SUITE 303BRONXNY10461134113427HOME CARENY501(C)(3)9AGING IN AMERICA INCYes (1)
METHODIST RETIREMENT COMMUNITY DEVELOPMENT CORPORATION
1200 WATERS PLACE SUITE 303BRONXNY10461112487632INDEPENDENT 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 OrgYes (1)PerformOfServicesForOthOrgInd
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

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