AGING IN AMERICA INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- AGING IN AMERICA INC (EIN 13-6126508)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-12
- IRS object ID
- 201142289349300894
- Schema version
- 2010v3.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-12T12:59:50-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOEB & TROPER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 THIRD AVENUE 12TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136126508 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGING IN AMERICA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AGIN | NameControl |
| Phone | 7184097917 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 PELHAM PARKWAY | AddressLine1 |
| City | BRONX | City |
| State | NY | State |
| ZIP Code | 10461 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM T SMITH PHD | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 7184097917 | Phone |
| Date Signed | 2011-08-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FREDERICK H ROTHMAN | Name |
| Phone | 2128674000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WILLIAM T SMITH PHD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 PELHAM PARKWAY | AddressLine1 |
| City | BRONX | City |
| State | NY | State |
| ZIP Code | 10461 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 12796032 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.AIAMSH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1963 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE A CONTINUUM OF HEALTH CARE SERVICES FOR THE ELDERLY. PROVIDES CHARITY CARE CONTRIBUTIONS TO MHNH RESIDENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 11 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 170974 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 175903 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1099788 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 767271 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 76093 | InvestmentIncomePriorYear |
| Investment Income Current Year | 10616449 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 178074 | OtherRevenuePriorYear |
| Other Revenue Current Year | 63252 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1524929 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11622875 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 186888 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4831700 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 20000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 33588 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1180197 | OtherExpensePriorYear |
| Other Expenses Current Year | 1099648 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1367085 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5951348 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 157844 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5671527 | RevenuesLessExpensesCY |
| Total Assets BOY | 18736189 | TotalAssetsBOY |
| Total Assets EOY | 24757660 | TotalAssetsEOY |
| Total Liabilities BOY | 635476 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 578746 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18100713 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 24178914 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5755231 | Expense |
| Grants | 4381700 | Grants |
| Revenue | 767271 | Revenue |
| Description | 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. DURING 2008, 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. IN 2009 WE SERVED OVER 5,000 FRAIL ELDERLY PERSONS WITH DIVERSIFIED PROGRAMMING AIMED AT INCREASING SELF-ESTEEM, SELF-RELIANCE AND ENHANCING EACH PERSON'S SENSE OF FREEDOM AND DIGNITY. THESE SPONSORSHIPS AND SERVICES CONTINUED THROUGHOUT 2010. IN 2010, AIA ALSO PROVIDED CHARITY CARE VALUED AT $31,700. | Description |
| Total Program Service Expense | 5755231 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 14 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 11 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSANNA NARDONE CONTROLLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7184097917 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 PELHAM PARKWAY | AddressLine1 |
| City | BRONX | City |
| State | NY | State |
| ZIP Code | 10461 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| KATHARINE M WEISS | ||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| RICHARD H ALTIERI PHD | ||||||
| VICE-CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| NEAL BAUMANN | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| ALEXANDER HOOD | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| DONALD T KIRBY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ELIZABETH KERRIGAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RICHARD F GORMAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM T SMITH | ||||||
| PRESIDENT/CEO | 1.30 | X | 23746 | 609797 | 57299 | |
| LINDA MARTIN | ||||||
| EXECUTIVE VICE PRESIDENT | 1.80 | X | 13219 | 242833 | 57117 | |
| MITCHELL DEFRIN | ||||||
| CHIEF FINANCIAL OFFICER | 1.70 | X | 9567 | 179575 | 46777 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 46532 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1032205 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 161193 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| AGING IN AMERICA COMMUNITY SERVICES INC | |||||
| 1000 PELHAM PARKWAY | BRONX | NY | 10461 | MANAGEMENT FEES | 234325 |
| ROSENBERG & ESTIS PC | |||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | LEGAL SERVICES | 114662 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 170796 | FundraisingEvents |
| All Other Contributions | 5107 | AllOtherContributions |
| Noncash Contributions | 10729 | NoncashContributions |
| Total Contributions | 175903 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RENTAL INCOME | Description |
| Business Code | 531110 | BusinessCode |
| Total Revenue Column | 767271 | TotalRevenueColumn |
| Related Or Exempt Function Income | 767271 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 767271 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 352478 | TotalRevenueColumn |
| Exclusion | $352,478 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 362855 | Securities |
| Other | 11043579 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 441976 | Securities |
| Other | 700487 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -79121 | Securities |
| Other | 10343092 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10263971 | TotalRevenueColumn |
| Exclusion | $10,263,971 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 29430 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 170796 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 30694 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1264 | TotalRevenueColumn |
| Exclusion | -$1,264 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 64516 | TotalRevenueColumn |
| Exclusion | $64,516 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 64516 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11622875 | TotalRevenueColumn |
| Related Or Exempt Function Income | 767271 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $10,679,701 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4831700 | Total |
| Program Services | 4831700 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 234325 | Total |
| Program Services | 234325 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114662 | Total |
| Program Services | 102461 | ProgramServices |
| Management And General | 12201 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35100 | Total |
| Management And General | 35100 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20000 | Total |
| Fundraising | 20000 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5250 | Total |
| Management And General | 5250 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135647 | Total |
| Program Services | 75161 | ProgramServices |
| Management And General | 46898 | ManagementAndGeneral |
| Fundraising | 13588 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83998 | Total |
| Program Services | 73637 | ProgramServices |
| Management And General | 10361 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 253327 | Total |
| Program Services | 231653 | ProgramServices |
| Management And General | 21674 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2500 | Total |
| Program Services | 2500 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 163487 | Total |
| Program Services | 163487 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12903 | Total |
| Program Services | 11355 | ProgramServices |
| Management And General | 1548 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Total | 58449 | Total |
| Program Services | 28952 | ProgramServices |
| Management And General | 29497 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5951348 | Total |
| Program Services | 5755231 | ProgramServices |
| Management And General | 162529 | ManagementAndGeneral |
| Fundraising | 33588 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 616074 | BOY |
| EOY | 3170840 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20410 | BOY |
| EOY | 36895 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150943 | BOY |
| EOY | 2750000 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 630000 | BOY |
| EOY | 630000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3838 | BOY |
| EOY | 63916 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5779360 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5766986 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 751825 | BOY |
| EOY | 12374 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 267427 | BOY |
| EOY | 2268878 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16295672 | BOY |
| EOY | 15824757 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18736189 | BOY |
| EOY | 24757660 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 180721 | BOY |
| EOY | 156756 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 454755 | BOY |
| EOY | 421990 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 635476 | BOY |
| EOY | 578746 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11877406 | BOY |
| EOY | 17629950 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6223307 | BOY |
| EOY | 6548964 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18100713 | BOY |
| EOY | 24178914 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18736189 | BOY |
| EOY | 24757660 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5671527 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 406674 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 154384 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 605508 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 168444 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 170974 | CurrentTaxYearMinus1Year |
| Current Tax Year | 175903 | CurrentTaxYear |
| Total | 1275213 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1027524 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1162638 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1137887 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1099788 | CurrentTaxYearMinus1Year |
| Current Tax Year | 767271 | CurrentTaxYear |
| Total | 5195108 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1181908 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1768146 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1306331 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1270762 | CurrentTaxYearMinus1Year |
| Current Tax Year | 943174 | CurrentTaxYear |
| Total | 6470321 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 6470321 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 693438 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 733053 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 736836 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 319159 | CurrentTaxYearMinus1Year |
| Current Tax Year | 352478 | CurrentTaxYear |
| Total | 2834964 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 693438 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 733053 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 736836 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 319159 | CurrentTaxYearMinus1Year |
| Current Tax Year | 352478 | CurrentTaxYear |
| Total | 2834964 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 100022 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 83805 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 259803 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 204703 | CurrentTaxYearMinus1Year |
| Current Tax Year | 93946 | CurrentTaxYear |
| Total | 742279 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1975368 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2585004 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2302970 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1794624 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1389598 | CurrentTaxYear |
| Total | 10047564 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.64400 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.67180 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.28220 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.25350 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME SPECIAL EVENTS MANAGEMENT FEES | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5391672 | OtherCostOrOtherBasis |
| Depreciation | 5379298 | Depreciation |
| Book Value | 12374 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 387688 | OtherCostOrOtherBasis |
| Depreciation | 387688 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 12374 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM METHODIST RETIREMENT COMMUNITY DEVELOPMENT CORPORATION | 5115197 |
| DUE FROM MORNINGSIDE AT HOME, INC. | 159104 |
| BENEFICIAL INTEREST IN PERPETUAL TRUST | 6548964 |
| DUE FROM AGING IN AMERICA COMMUNITY SERVICES, INC. | 3658593 |
| DUE FROM MORNINGSIDE HOUSE NURSING HOME, INC. | 342899 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 15824757 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| REFUNDABLE ADVANCES | $405,000 |
| DUE TO AIA SUPPORTIVE SERVICES, INC. | $16,990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 421990 | TotalOfAmounts |
| Total Revenue | 11622875 | TotalRevenue |
| Total Expenses | 5951348 | TotalExpenses |
| Excess Or Deficit For Year | 5671527 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 81017 | NetUnrealizedGLOnInvestments |
| Other | $325,657 | OtherAmount |
| Total Adjustments | 406674 | TotalAdjustments |
| Excess Or Deficit Per FS | 6078201 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 12029549 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 81017 | NetUnrealizedGainsInvestments |
| Other Revenues | 325657 | OtherRevenues |
| Revenue Not Rptd F990 | 406674 | RevenueNotRptdF990 |
| Revenue Subtotal | 11622875 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 11622875 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5951348 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5951348 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5951348 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | UNCERTAINTY IN INCOME TAXES - AIA HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING DECEMBER 31, 2007 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 325,657. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 325,657. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPPA CRUCY & CO | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 ROSALIND AVENUE | AddressLine1 |
| City | PLEASANTVILLE | City |
| State | NY | State |
| ZIP Code | 10570 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | GALA | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 200226 | GrossReceipts |
| Amount Retained By Contractor | 20000 | AmountRetainedByContractor |
| Net To Organization | 180226 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 200226 | TotalGrossReceipts |
| Total Retained By Contractors | 20000 | TotalRetainedByContractors |
| Total Net To Organization | 180226 | TotalNetToOrganization |
| Licensed States | NY | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL GALA | NameOfEvent1 |
| Gross Receipts Event1 | 200226 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 170796 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 29430 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 14418 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 14276 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 2000 | EntertainmentEvent1 |
| Gross Receipts Total | 200226 | GrossReceiptsTotal |
| Charitable Contributions Total | 170796 | CharitableContributionsTotal |
| Gross Revenue Total Events | 29430 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 14418 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 14276 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 2000 | EntertainmentTotalEvents |
| Direct Expense Summary Events | 30694 | DirectExpenseSummaryEvents |
| Net Income Summary | -1264 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| AGING IN AMERICA COMMUNITY SERVICES INC | |||||||
| 1000 PELHAM PARKWAY | BRONX | NY | 10461 | 134099045 | 501(C)(3) | 120000 | SUPPORT PROGRAMS FOR THE AGED |
| AGING IN AMERICA SUPPORTIVE SERVICES INC | |||||||
| 1000 PELHAM PARKWAY | BRONX | NY | 10461 | 134141445 | 501(C)(3) | 50000 | SUPPORT PROGRAMS FOR THE AGED |
| MORNINGSIDE HOUSE NURSING HOME INC | |||||||
| 1000 PELHAM PARKWAY | BRONX | NY | 10461 | 237176564 | 501(C)(3) | 4360000 | SUPPORT PROGRAMS FOR THE AGED |
| METHODIST RETIREMENT COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 283 HOLBROOK AVENUE | LAKE RONKONKOMA | NY | 11779 | 112487632 | 501(C)(3) | 301700 | SUPPORT PROGRAMS FOR THE AGED |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 4 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: AS 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM T SMITH | |||||||||||||
| 23746 | 522600 | 0 | 56158 | 0 | 31039 | 1225 | 31440 | 924 | 23710 | 25895 | 664947 | 0 | 0 |
| LINDA MARTIN | |||||||||||||
| 13219 | 215311 | 0 | 0 | 0 | 27522 | 1733 | 31826 | 1216 | 22342 | 16168 | 297001 | 0 | 0 |
| MITCHELL DEFRIN | |||||||||||||
| 9567 | 166327 | 0 | 0 | 0 | 13248 | 1335 | 25062 | 1031 | 19349 | 11933 | 223986 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | ORGANIZATION RECEIVED DRAFT FROM THE TAX PREPARERS, TO REVIEW; COPIES WERE PREPARED FOR BOARD MEETING. THE BOARD AND FINANCE COMMITTEE MEMBERS REVIEWED AND COMMENTED ON DRAFT. THE ORGANIZATION RECEIVED COMMENTS FROM FINANCE COMMITTEE AND SENT THESE COMMENTS TO THE TAX PREPARERS FOR FINAL REVISIONS. THE ORGANIZATION RECEIVED THE FINAL FORM 990 FROM THE TAX PREPARERS AND FINAL REVIEW WAS PERFORMED BY CEO AND CFO. | |
| 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 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 12C | |
| A SALARY SEARCH IS CONDUCTED BY AN INDEPENDENT SOURCE. BOARD APPROVAL IS REQUIRED FOR CEO'S SALARY. THESE TWO PROCEDURES ARE PERFORMED ANNUALLY; THE SALARY SEARCH WAS PERFORMED IN 2007. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 81,017. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 325,657. TOTAL TO FORM 990, PART XI, LINE 5: 406,674. | FORM 990, PART XI, LINE 5: |
| AUDIT COMMITTEE | 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. | FORM 990, PART XII, LINE 2C: |
| HOURS WORKED FOR RELATED ORGANIZATIONS | DR. WILLIAM T. SMITH - 36.2 LINDA MARTIN - 35.7 MITCHELL DEFRIN - 35.8 | FORM 990, PART VII: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| AGING IN AMERICA COMMUNITY SERVICES INC | ||||||||||
| 1000 PELHAM PARKWAY | BRONX | NY | 10461 | 134099045 | COMMUNITY BASED ORGANIZATION | NY | 501(C)(3) | 7 | N/A | 0 |
| AGING IN AMERICA SUPPORTIVE SERVICES INC | ||||||||||
| 1000 PELHAM PARKWAY | BRONX | NY | 10461 | 134141445 | RESIDENTIAL LIVING | NY | 501(C)(3) | 7 | N/A | 0 |
| MORNINGSIDE HOUSE NURSING HOME CO INC | ||||||||||
| 1000 PELHAM PARKWAY | BRONX | NY | 10461 | 237176564 | SKILLED NURSING FACILITY | NY | 501(C)(3) | 9 | N/A | 0 |
| MORNINGSIDE AT HOME INC | ||||||||||
| 1000 PELHAM PARKWAY | BRONX | NY | 10461 | 134113427 | HOME CARE | NY | 501(C)(3) | 9 | N/A | 0 |
| METHODIST RETIREMENT COMMUNITY DEVELOPMENT CORPORATION | ||||||||||
| 283 HOLBROOK AVENUE | LAKE RONKONKOMA | NY | 11779 | 112487632 | RESIDENTIAL LIVING | NY | 501(C)(3) | 9 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (8 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| MORNINGSIDE HOUSE NURSING HOME INC | ||
| B | 4360000 | FMV |
| METHODIST RETIREMENT COMMUNITY DEVELOPMENT CORPORATION | ||
| B | 301700 | FMV |
| AGING IN AMERICA COMMUNITY SERVICES INC | ||
| B | 120000 | FMV |
| AGING IN AMERICA SUPPORTIVE SERVICES INC | ||
| B | 50000 | FMV |
| MORNINGSIDE HOUSE NURSING HOME INC | ||
| I | 145570 | FMV |
| MORNINGSIDE AT HOME INC | ||
| I | 99791 | FMV |
| AGING IN AMERICA COMMUNITY SERVICES INC | ||
| L | 234325 | FMV |
| MORNINGSIDE HOUSE NURSING HOME INC | ||
| N | 173080 | FMV |
Comments