2024-10-17T12:51:50-05:00 2023-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 180 PARK AVENUE SUITE 200 FLORHAM PARK NJ 07932 990 2023-01-01 136126508 AGING IN AMERICA AGIN 9175392952 115 E STEVENS AVENUE LL1 VALHALLA NY 10577 DR WILLIAM T SMITH PHD PRESIDENT/CEO 9142055030 2024-09-19 1 1 PAULA VUKSIC P00360739 9732180500 2024-09-19 2023 2024-10-15 13:58:12Z X DR WILLIAM T SMITH PH 115 E STEVENS AVENUE LL1 VALHALLA NY 10577 14020839 0 X N/A 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. AIA ACCOMPLISHES ITS MISSION BY PROVIDING GRANTS TO OUTSIDE ORGANIZATIONS TO PROVIDE ITS MISSION. 7 7 2 1 0 0 3500 556196 0 0 205031 203810 736 0 209267 760006 134500 104337 0 0 645622 654149 0 0 0 351882 396650 1132004 1155136 -922737 -395130 28616694 32035715 431463 408075 28185231 31627640 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 104337 104337 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. 104337 1 1 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 2 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 9179748937 115 E STEVENS AVENUE SUITE LL1 VALHALLA NY 10595 KATHARINE M WEISS CHAIR 1.00 6.00 X X 0 0 0 DOUGLAS H HOFFMAN VICE CHAIR 1.00 2.00 X X 0 0 0 NEAL J 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 MITCHELL DIRECTOR 1.00 1.00 X 0 0 0 KATHLEEN KENNELLY PRITCHARD DIRECTOR 1.00 1.00 X 0 0 0 DR LYNN M TEPPER DIRECTOR 1.00 1.00 X 0 0 0 DR WILLIAM T SMITH PHD CEO 26.25 2.00 X 506483 0 113923 506483 0 113923 1 0 1 0 0 142531 413665 556196 545715 545715 12918928 13260833 -341905 -341905 -341905 760006 0 0 203810 104337 104337 620406 620406 7954 7954 3048 3048 22741 22741 14249 14249 70303 70303 98066 98066 59580 59580 27030 27030 16453 16453 49154 49154 20590 20590 13905 13905 20559 20559 DUES AND MEMBERSHIPS 5216 5216 1545 1545 1155136 104337 1050799 0 67000 80404 1973485 873796 7545 8224 150335 140226 10109 10109 18322190 21738316 8236365 9324866 28616694 32035715 271082 295732 91983 91983 68398 20360 431463 408075 X 20021045 22333078 8164186 9294562 28185231 31627640 28616694 32035715 X -395130 2707163 1130376 X 0 1 X 1 0 X 1225693 289727 54504 3500 556196 2129620 1225693 289727 54504 3500 556196 2129620 253350 1876270 798504 824886 1937823 205031 545715 4311959 736 736 6442315 0.29120 0.37370 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2022 AMOUNT: $ 736. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 91983 91983 1 X 132076 132076 0 8150 8150 0 10109 10109 10109 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 9294562 SECURITY DEPOSITS 11057 CEMETERY PLOTS 1672 OPERATING LEASE RIGHT-OF-USE ASSET 17575 9324866 OPERATING LEASE LIABILITY 20360 20360 X PART IV, LINE 2B: MORNINGSIDE HOUSE NURSING HOME (MSH) WAS SOLD IN JULY OF 2014. RESIDENT FUNDS THAT WERE ON HAND AS OF THE DATE OF THE SALE AND WERE TRACEABLE WERE TURNED OVER TO THE BUYER TO BE AVAILABLE TO THE RESIDENTS IN ACCORDANCE WITH THE ORIGINAL AGREEMENT. THE AMOUNT CURRENTLY SHOWN AS ESCROW LIABILITY REPRESENTS UNIDENTIFIED RESIDENT BALANCES. THE CASH AND THE RELATED LIABILITY WERE ON THE BOOKS OF MSH BUT WERE TRANSFERRED TO AIA A FEW YEARS AGO IN PREPARATION FOR DISSOLVING MSH. NO CLAIMS WERE MADE ON THESE MONIES DURING THE YEAR. AIA AND THE BUYER CONTINUE TO WORK TOWARD RESOLVING THE MATTER. 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"). 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 PACE UNIVERSITY ONE PACE PLAZA NEW YORK NY 10038 135562314 501(C)(3) 50000 0 SCHOLARSHIPS FOR THE ADULT-GERONTOLOGY ACUTE CARE NURSE PRACTITIONER PROGRAM. HEALTH ADVOCATES FOR OLDER PEOPLEINC 10 GRAND CENTRAL 155 E 44TH ST F NEW YORK NY 10017 134165807 501(C)(3) 15000 0 TO HIRE A GRADUATE STUDENT TO WORK PART-TIME TO PROVIDE OVERSIGHT FOR INTERGENERATIONAL TECHNOLOGY FOR SERVICES TO 1,160 SENIORS. THE GLOBAL AGING NETWORK - LEADINGAGE 2519 CONNECTICUT AVE NW WASHINGTON DC DC 20008 136213525 501(C)(3) 15000 0 CONDUCTING WEBINARS TO ADDRESS CHALLENGES EXPERIENCED BY PROVIDERS, SHARE OPPORTUNITIES & INNOVATIVE APPROACHES AND ENCOURGE ACTION WITH MULTI-SECTOR STAKEHOLDERS TO IMPLEMENT NEEDS IN CHANGE. FOUNDATION FOR LONG TERM CARE INC 13 BRITISH AMERICAN BOULEVARD SUITE LATHAM NY 12110 141601723 501(C)(3) 7500 0 TO UNDERWRITE THE PROFESSIONAL FEE AND TRAVEL COSTS FOR A NATIONALLY RECOGNIZED SPEAKER TO PRESENT A KEYNOTE AND PRE-CONFERENCE INTENSIVE SESSION AT THE LEADINGAGE NEW YORK ANNUAL CONFERENCE AND EXPOSITION IN MAY 2024. THE INSTITUTE FOR LONG TERM CARE POLICY 110 BARNES ROAD WALLINGFORD CT 06492 061391583 501(C)(3) 7500 0 TO SUPPORT EXPANSION OF LEADERSHIP PROGRAMMING. 5 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 THROUGH REPORTS RECEIVED FROM GRANTEES DETAILING HOW THE FUNDS ARE USED PROGRAMMATICALLY. X X X X X 0 0 0 0 0 0 0 0 0 DR WILLIAM T SMITH PHD CEO 477341 0 0 0 29142 0 42891 0 71032 0 620406 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 1,130,376. AGING IN AMERICA SUPPORTIVE SERVICESINC 115 E STEVENS AVENUE SUITE LL1 VALHALLA NY 10595 134141445 RES. LIVING NY 501(C)(3) LINE 10 AGING IN AMERICA 1 MORNINGSIDE AT HOME INC 115 E STEVENS AVENUE SUITE LL1 VALHALLA NY 10595 134113427 ASSISTED LIVING - INACTIVE NY 501(C)(3) LINE 10 AGING IN AMERICA 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 AIA SUPPORTIVE SERVICES INC C 142531 CASH AIA SUPPORTIVE SERVICES INC O 506483 CASH