2023-08-02T15:08:50-05:00 2022-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-01-01 134014982 GRANTMAKERS IN AGING INC GRAN 7034130413 333 MAMARONECK AVENUE 238 WHITE PLAINS NY 10605 LINDSAY GOLDMAN CEO 7034130413 2023-08-02 1 LINDSAY GOLDMAN 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LINDSAY GOLDMAN 333 MAMARONECK AVENUE 238 WHITE PLAINS NY 10605 1620901 0 X WWW.GIAGING.ORG X 1998 NY SEE PART III, LINE 1. 14 14 5 22 0 0 1413806 1148526 326096 466222 1738 5939 2455 214 1744095 1620901 0 286352 0 0 543348 632006 0 0 174581 504241 809333 1047589 1727691 696506 -106790 2377744 2328704 199636 257386 2178108 2071318 X GIA IS AN INCLUSIVE AND RESPONSIVE MEMBERSHIP ORGANIZATION COMPRISED OF ALL TYPES OF PHILANTHROPIES, WITH A COMMON DEDICATION TO IMPROVING THE EXPERIENCE OF AGING IN AMERICA, ESPECIALLY FOR PERSONS WHO ARE VULNERABLE. (CONTINUED ON SCHEDULE O) GIA MEMBERS HAVE A SHARED RECOGNITION THAT A SOCIETY THAT IS BETTER FOR OLDER ADULTS IS A SOCIETY THAT IS BETTER FOR PEOPLE OF ALL AGES. GIA WORKS TO ACHIEVE ITS VISION OF A BETTER SOCIETY FOR OLDER ADULTS AND PEOPLE THROUGH LEADERSHIP, COMMUNITY BUILDING, EDUCATION, AND PARTNERSHIPS. 0 0 1213074 286352 466222 GRANTMAKERS IN AGING SERVES AS A NETWORK AND RESOURCE FOR FUNDERS AND A CHAMPION FOR AGING-RELATED ISSUES AND INVESTMENTS. AS THE HUB OF THE AGING PHILANTHROPY ECOSYSTEM, WE DEVELOP AND DISSEMINATE CONTENT AND PROVIDE DUES-PAYING MEMBERS WITH NETWORKING OPPORTUNITIES. IN 2022, WE SERVED 125 MEMBERS, HOSTED 8 WEBINARS OPEN TO THE GENERAL PUBLIC AND 10 MEMBER-ONLY MEETUPS, FACILITATED 6 FUNDERS COMMUNITIES, PROVIDED 287 1:1 CONSULTATIONS, PUBLISHED 2 ISSUE BRIEF AND 11 NEWSLETTERS, AND HOSTED AN ANNUAL CONFERENCE WITH 160 PARTICIPANTS. 1213074 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X LINDSAY GOLDMAN 7034130413 333 MAMARONECK AVENUE 238 WHITE PLAINS NY 10605 SUSAN ALTHANS CHAIR 2.00 X X 0 0 0 ANDREW LEVACK VICE CHAIR 2.00 X X 0 0 0 PEGGY MAGUIRE SECRETARY 2.00 X X 0 0 0 VINCENT TILFORD TREASURER 2.00 X X 0 0 0 AMBER SLICHTA DIRECTOR 2.00 X 0 0 0 AMBER TALBURT DIRECTOR 2.00 X 0 0 0 DIANNE OLIVER DIRECTOR 2.00 X 0 0 0 EARL MILLETT DIRECTOR 2.00 X 0 0 0 JASMINE LACSAMANA DIRECTOR 2.00 X 0 0 0 RANI SNYDER DIRECTOR 2.00 X 0 0 0 KELLY KENT DIRECTOR 2.00 X 0 0 0 TRENT STAMP DIRECTOR 2.00 X 0 0 0 PHILLIP GONZALEZ DIRECTOR 2.00 X 0 0 0 VYAN NGUYEN DIRECTOR 2.00 X 0 0 0 LINDSAY GOLDMAN CHIEF EXECUTIVE OFFICER 40.00 X 251800 0 5036 251800 0 5036 1 0 1 0 0 1148526 1148526 MEMBERSHIP DUES 900099 315744 315744 REGISTRATION FEES 900099 129853 129853 PROGRAM SERVICES 900099 20625 20625 466222 5939 5939 MISCELLANEOUS 900099 214 214 214 1620901 466222 0 6153 X 286352 286352 256836 200332 56504 273688 98350 60741 114597 8062 3419 1787 2856 58979 33082 13035 12862 34441 19318 7612 7511 4992 3741 575 676 123544 123544 178859 143338 16324 19197 10653 5472 3171 2010 54709 38447 7802 8460 52874 14616 38258 353764 352224 708 832 8319 4666 1838 1815 3965 1707 1594 664 DUES AND SUBSCRIPTIONS 10446 4498 4199 1749 PROF. DEVELOPMENT 3912 1684 1573 655 PAYROLL PROCESSING FEES 2344 1315 518 511 TAXES 275 118 111 46 677 395 142 140 1727691 1213074 340036 174581 1441737 1314304 317458 722794 587443 236000 11621 3675 227646 183215 14485 44431 5000 7500 2377744 2328704 101320 110565 98316 146821 199636 257386 X 1335127 1358071 842981 713247 2178108 2071318 2377744 2328704 -106790 0 X 0 1 X 1 0 X 1082809 1796496 1281834 1413806 1148526 6723471 1082809 1796496 1281834 1413806 1148526 6723471 2764028 3959443 4531 3189 2066 1738 5939 17463 2006 1162 10614 2455 214 16451 6757385 1326949 0.58590 0.56940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10573 2056 8517 217073 181159 35914 44431 X 1627401 6500 6500 1620901 0 1620901 1734191 6500 6500 1727691 0 1727691 PART X, LINE 2: FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021, GIA HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 AGEOPTIONS 1048 LAKE ST 300 OAK PARK IL 60301 362806193 501(C)(3) 15000 0 CHANGING CARE CONVERSION PROJECT AGING SERVICES COUNCIL OF CENTRAL TEXAS 6800 BURLESON RD BLDG 310 STE 165 AUSTIN TX 78744 742431028 501(C)(3) 15000 0 CHANGING CARE CONVERSION PROJECT ARIZONA CAREGIVER COALITION 1812 W MONROE ST PHOENIX AZ 85007 465295415 501(C)(3) 15000 0 CHANGING CARE CONVERSION PROJECT COMMUNITY CATALYST ONE FEDERAL STREET BOSTON MA 02110 043355127 501(C)(3) 90048 0 CHANGING CARE CONVERSION PROJECT FAMILY CAREGIVER COLLABORATIVE(UTAH) 10 SOUTH 2000 EAST SALT LAKE CITY UT 84112 876000525 N/A 15000 0 CHANGING CARE CONVERSION PROJECT HAWAII FAMILY CAREGIVER COALITION 2630 OAHU AVE HONOLULU HI 96822 812079977 501(C)(3) 15000 0 CHANGING CARE CONVERSION PROJECT NEW YORK STATE CAREGIVING AND RESPITE 1900 SOUTH CLINTON AVENUE ROCHESTER NY 14618 133861378 N/A 15000 0 CHANGING CARE CONVERSION PROJECT NORTH CAROLINA COALITION ON AGING PO BOX 12762 RALEIGH NC 27606 550909173 501(C)(3) 15000 0 CHANGING CARE CONVERSION PROJECT SOUTHEAST MICHIGAN SENIOR REGIONAL COLLABORATIVE 6900 MCGRAW AVE DETROIT MI 48210 813546780 501(C)(3) 15000 0 CHANGING CARE CONVERSION PROJECT UNIVERSITY OF MASSACHUSETTS BOSTON 100 MORRISSEY BLVD BOSTON MA 02125 043167352 501(C)(3) 26304 0 CHANGING CARE CONVERSION PROJECT UNIVERSITY OF SOUTHERN CALIFORNIA WAITE PHILLIPS HALL 3470 TROUSDALE PARKWAY LOS ANGELES CA 90089 951642394 501(C)(3) 20000 0 CHANGING CARE CONVERSION PROJECT USC FAMILY CAREGIVER SUPPORT CENTER 3715 MCCLINTOCK AVE LOS ANGELES CA 90089 951642394 501(C)(3) 15000 0 CHANGING CARE CONVERSION PROJECT WISCONSIN AGING ADVOCACY NETWORK 1414 MAC ARTHUR RD MADISON WI 53714 391204540 501(C)(3) 15000 0 CHANGING CARE CONVERSION PROJECT 11 2 PART I, LINE 2: ALL GRANTS ARE MONITORED EITHER BY EMPLOYEES OR INDEPENDENT CONTRACTORS. ALL GRANTEES ARE REQUIRED TO PROVIDE INTERIM AND FINAL REPORTS. MOST GRANTS HAVE 10% OF THE FUNDS WITHHELD, PENDING FINAL REPORTING. MONITORS MAINTAIN ON-GOING COMMUNICATION WITH GRANTEES CONTINUOUSLY THROUGHOUT THE LIFE OF THE GRANT. X X X 0 0 0 0 0 0 0 1 0 LINDSAY GOLDMAN CHIEF EXECUTIVE OFFICER 232300 0 19500 0 0 0 5036 0 0 0 256836 0 0 0 PART I, LINE 7 LINDSAY GOLDMAN RECEIVED A BONUS OF $19,500. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN GRANTMAKERS IN AGING IS OPEN TO ANY GRANTMAKING INSTITUTION, PRIVATE FOUNDATION OR DONOR INTERESTED IN ISSUES OF AGING. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY GIA'S AUDIT FIRM AND IS REVIEWED BY GIA STAFF, OUTSOURCED ACCOUNTANTS, AND THE AUDIT COMMITTEE. PRIOR TO FILING, A COPY OF THE 990 WAS MADE AVAILABLE TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C BOARD AND STAFF ANNUALLY COMPLETE A CONFLICT OF INTEREST FORM. IN CASE OF A CONFLICT OR THE APPEARANCE THEREOF, IT IS THE RESPONSIBILITY OF THE GIA BOARD, COMMITTEE OR STAFF MEMBER TO DISCLOSE THE CONFLICT PRIOR TO MAKING ANY RELATED DECISION. ONCE A DISCLOSURE HAS BEEN MADE IN CASES INVOLVING THE BOARD OR COMMITTEES, THE REMAINING BOARD OR COMMITTEE MEMBERS DETERMINE WHETHER OR NOT THERE IS A POTENTIAL CONFLICT OF INTEREST. IN THE CASE INVOLVING STAFF, THE GIA PRESIDENT (OR, IF THE PRESIDENT HAS THE POTENTIAL OF CONFLICT, THE BOARD) DETERMINES WHETHER OR NOT THERE IS POTENTIAL CONFLICT OF INTEREST. FOR THE BOARD AND COMMITTEES, IF A CONFLICT OF INTEREST IS PRESENT, THE DIRECTOR OR COMMITTEE MEMBER INVOLVED DOES NOT VOTE, BUT REMAINS IN THE ROOM TO ANSWER QUESTIONS OF A FACTUAL NATURE THAT MAY ASSIST THE BOARD OR COMMITTEE IN ITS DELIBERATIONS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS DETERMINED BY THE EXECUTIVE COMMITTEE AND REVIEWED BY THE CHAIRMAN. COMPARABLE DATA WAS USED IN THE PROCESS AND A DELIBERATION WAS CONDUCTED AND DOCUMENTED IN THE BOARD MINUTES. THE LAST COMPENSATION REVIEW TOOK PLACE IN DECEMBER 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 32,989. MANAGEMENT AND GENERAL EXPENSES 5,070. FUNDRAISING EXPENSES 5,962. TOTAL EXPENSES 44,021. PROGRAM CONSULTANTS: PROGRAM SERVICE EXPENSES 37,124. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,124. HR CONSULTANTS: PROGRAM SERVICE EXPENSES 8,111. MANAGEMENT AND GENERAL EXPENSES 1,247. FUNDRAISING EXPENSES 1,466. TOTAL EXPENSES 10,824. COMMUNICATION CONSULTANTS: PROGRAM SERVICE EXPENSES 65,114. MANAGEMENT AND GENERAL EXPENSES 10,007. FUNDRAISING EXPENSES 11,769. TOTAL EXPENSES 86,890.