2023-10-09T13:33:39-05:00 2022-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 290 W MT PLEASANT AVENUE 3310 LIVINGSTON NJ 07039 990 2022-01-01 136126508 AGING IN AMERICA AGIN 9142055030 2975 WESTCHESTER AVENUE 114 PURCHASE NY 10577 DR WILLIAM T SMITH PHD PRESIDENT/CEO 9142055030 2023-10-02 1 DR WILLIAM T SMITH PHD 999009999 0 PAULA VUKSIC P00360739 9732180500 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DR WILLIAM T SMITH PH 2975 WESTCHESTER AVENUE 114 PURCHASE NY 10577 5090610 0 X WWW.AGINGINAMERICA.ORG X 1963 NY AGING IN AMERICA, INC. PROVIDES INDIVIDUALS, FAMILIES, AND CAREGIVERS THE ASSISTANCE AND SUPPORT THEY NEED TO LIVE, WORK AND REMAIN A VITAL PART OF THEIR COMMUNITIES. 7 7 1 1 0 0 54504 3500 0 0 1937823 205031 0 736 1992327 209267 111807 134500 0 0 610661 645622 0 0 0 385882 351882 1108350 1132004 883977 -922737 35503050 28616694 313960 431463 35189090 28185231 X TO PROVIDE INDIVIDUALS, FAMILIES AND CAREGIVERS, THE SUPPORT AND ASSISTANCE THEY NEED TO LIVE, WORK AND REMAIN A VITAL PART OF THEIR COMMUNITIES. THE ORGANIZATION'S MISSION HAS EVOLVED TO INSPIRE INNOVATION THAT EMPOWERS, GUIDES, EDUCATES, AND SUPPORTS THOSE INDIVIDUALS AND ORGANIZATIONS FACED WITH THE CHALLENGES AND OPPORTUNITIES OF AGING. 0 0 134500 134500 AGING IN AMERICA (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. 134500 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 1 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 1 0 0 0 1 5 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X MILTON GUTMAN 9142055030 2975 WESTCHESTER AVENUE SUITE 114 PURCHASE NY 10577 KATHARINE M WEISS CHAIR 1.00 6.00 X X 0 0 0 DOUGLAS HOFFMAN VICE CHAIR 1.00 2.00 X X 0 0 0 NEAL BAUMANN TREASURER 1.00 3.00 X X 0 0 0 RICHARD H ALTERI PHD SECRETARY 1.00 2.00 X X 0 0 0 CARLTON L MITCHELL TRUSTEE 1.00 1.00 X 0 0 0 KATHLEEN PRITCHARD TRUSTEE 1.00 1.00 X 0 0 0 DR LYNN M TEPPER TRUSTEE 1.00 1.00 X 0 0 0 DR WILLIAM T SMITH PHD CEO 26.00 2.00 X 530386 0 64203 530386 0 64203 1 0 1 0 0 3500 3500 925932 925932 4160442 4881343 -720901 -720901 -720901 OTHER INCOME 900099 736 736 736 209267 0 0 205767 134500 134500 530386 530386 40445 40445 42809 42809 31982 31982 1967 1967 77150 77150 99235 99235 41114 41114 225 225 33010 33010 12915 12915 38680 38680 17768 17768 10913 10913 12303 12303 DUES AND MEMBERSHIPS 6554 6554 MISCELLANEOUS 48 48 1132004 134500 997504 0 384374 67000 515710 315795 15000 0 6288 7545 150335 140226 0 10109 24193366 19979880 10388312 8236365 35503050 28616694 214928 271082 99032 91983 0 68398 313960 431463 X 24798506 20021045 10390584 8164186 35189090 28185231 35503050 28616694 X -922737 -3874254 -2206868 X X 0 1 X 1 0 X 1120326 1225693 289727 54504 3500 2693750 1120326 1225693 289727 54504 3500 2693750 2693750 747133 798504 824886 1937823 205031 4513377 736 736 7207863 0.37370 0.37300 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2022 AMOUNT: $ 736. 0 1 X 8150 8150 0 132076 132076 0 10109 10109 10109 PERPETUAL BENEFICIAL INTEREST 8164186 SECURITY DEPOSITS 11057 CEMETERY PLOTS 1671 ROU ASSET - BUILDING UNIT 59451 8236365 LEASE LIABILITY 68398 68398 X PART IV, LINE 2B: THERE IS AN ACCOUNT TO HOLD RENTAL SECURITY DEPOSITS FOR THE RESIDENTS. PART X, LINE 2: AGING IN AMERICA, INC. ("AIA") QUALIFIES AS TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"). AS A NONPROFIT ENTITY, AIA IS SUBJECT TO UNRELATED BUSINESS INCOME TAX ("UBIT"), IF APPLICABLE. IN ACCORDANCE WITH FASB ACCOUNTING STANDARDS CODIFICATION ("ASC") 740, INCOME TAXES, AIA APPLIES THE "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION AND DERECOGNITION OF TAX POSITIONS FOR ITS FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED AIA'S TAX POSITIONS AND HAS CONCLUDED THAT THERE WERE NO UNCERTAIN TAX POSITIONS THAT QUALIFIED FOR EITHER RECOGNITION OR DISCLOSURE. 1 CARDINAL MCCLOSKEY 115 EAST STEVENS AVE NO LL5 VALHALLA NY 10595 131740443 501(C)(3) 15000 0 TO CREATE A FLEXIBLE FUND FOR ONGOING ENVIRONMENTAL MODIFICATION AND IMPROVEMENTS TO ITS HOME FOR INDIVIDUALS AND DEVELOPMENT DISABILITIES CLIENTS. HEALTH ADVOCATES FOR OLDER PEOPLEINC 10 GRAND CENTERAL 155 E 44TH ST F NEW YORK NY 10017 134165807 501(C)(3) 20000 0 SUPPORTING SENIOR SERVICES IN NYC DUE TO COVID-19 THE INSTITUTE FOR LONG TERM CARE POLICY 110 BARNES ROAD WALLINGFORD CT 06492 061391583 501(C)(3) 7500 0 SUPPORT EDUCATIONAL DEVELOPMENT FOR STAFF/MANAGERS THROUGH TRAINING. FOUNDATION FOR LONG TERM CARE INC 13 BRITISH AMERICAN BOULEVARD SUITE LATHAM NY 12110 141601723 501(C)(3) 7500 0 SUPPORT EDUCATIONAL DEVELOPMENT FOR STAFF/MANAGERS THROUGH TRAINING. COMMUNITY CENTER OF NORTHERN WESTCHESTER 84 BEDFORD ROAD KATONAH NY 10536 133716471 501(C)(3) 25000 0 SUPPORT SERVICES FOR SENIORS IN NORTHERN WESTCHESTER LIFTING UP WESTCHESTER INC 35 ORCHARD STREET WHITE PLAINS NY 10603 133121606 501(C)(3) 15000 0 SUPPORT EDUCATIONAL DEVELOPMENT FOR STAFF/MANAGERS THROUGH TRAINING. LEADINGAGE 2519 CONNECTICUT AVE NW WASHINGTON DC DC 20008 136213525 501(C)(3) 15000 0 SUPPORT EDUCATIONAL DEVELOPMENT FOR STAFF/MANAGERS THROUGH TRAINING. THE TRUSTEES OF COLUMBIA UNIVERSITY 615 W 131ST MC 8471 NEW YORK NY 10027 133901821 501(C)(3) 25000 0 SUPPORT EDUCATIONAL DEVELOPMENT FOR STAFF/MANAGERS THROUGH TRAINING. 8 PART I, LINE 2: THE ORGANIZATION, SUBJECT TO THE APPROVAL OF THE BOARD OF DIRECTORS, PROVIDES RESOURCES TO VARIOUS ORGANIZATIONS TO SUPPORT THEIR MISSIONS. ALL GRANTS ARE CLOSELY MONITORED. X X X X X 0 0 0 0 0 0 0 0 0 DR WILLIAM T SMITH PHD CEO 530386 0 0 0 0 0 40523 0 23680 0 594589 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD AND FINANCE COMMITTEE MEMBERS REVIEWED AND COMMENTED ON THE DRAFT 990. THE ORGANIZATION RECEIVES COMMENTS FROM THE FINANCE COMMITTEE AND SENDS THESE COMMENTS FOR FINAL REVISIONS. THE FINAL REVIEW OF THE FORM 990 IS PERFORMED BY THE PRESIDENT/CEO AND THE CONSULTANT. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES, OFFICERS, AND DIRECTORS OF THE ORGANIZATION SHALL SCRUPULOUSLY AVOID AT ALL TIMES ANY CONFLICTS BETWEEN THEIR OWN PERSONAL INTERESTS AND THE INTERESTS OF THE ORGANIZATION. 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 15A COMPENSATION IS REVIEWED BY AIA BOARD CHAIR AND OTHER KEY BOARD MEMBERS AND KEY RECOMMENDATIONS ARE BROUGHT TO BOARD FOR APPROVAL. 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: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -2,211,398. INTERCOMPANY TRANSFER 4,530. FORM 990, PART XII, LINE 2C PROCESS HAS NOT CHANGED FROM THAT OF THE PRIOR YEAR. AGING IN AMERICA SUPPORTIVE SERVICESINC 2975 WESTCHESTER AVENUE SUITE 114 PURCHASE NY 10577 134141445 RES. LIVING NY 501(C)(3) LINE 10 AIA 1 MORNINGSIDE AT HOME INC 2975 WESTCHESTER AVENUE SUITE 114 PURCHASE NY 10577 134113427 ASSISTED LIVING - INACTIVE NY 501(C)(3) LINE 10 AIA 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 MORNINGSIDE AT HOME INC C 4530 CASH AIA SUPPORTIVE SERVICES INC O 530386 CASH