2025-08-11T16:25:31-05:00 2024-09-30 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2023-10-01 942292868 AMERICAN SOCIETY ON AGING AMER 2027161605 548 MARKET STREET PMB 85589 SAN FRANCISCO CA 94104 LEANNE CLARK-SHIRLEY PRESIDENT & CEO 2027161605 2025-08-05 1 0 DEBRA D SMITH CPA P00646873 7604318440 2025-08-05 2023 2025-03-06 01:10:19Z LEANNE CLARK-SHIRLEY 548 MARKET STREET PMB 85589 SAN FRANCISCO CA 94104 3930373 0 X WWW.ASAGING.ORG X 1954 AZ UNITES, EMPOWERS AND CHAMPIONS EVERYONE STRIVING TO IMPROVE AGING. 12 11 15 70 0 0 2267544 2432586 1071218 1407997 7128 9804 110892 70448 3456782 3920835 0 1500 0 0 1938578 1496521 0 0 0 1454235 2256626 3392813 3754647 63969 166188 1585620 1168641 1118645 525010 466975 643631 X AN EDUCATION ORGANIZATION FOR PROFESSIONALS IN THE FIELD OF AGING, FOUNDED IN 1954, AMERICAN SOCIETY ON AGING'S MISSION IS TO DEVELOP LEADERSHIP, KNOWLEDGE AND SKILLS TO ADDRESS THE CHALLENGES AND OPPORTUNITIES OF A DIVERSE AGING SOCIETY. WITH MORE THAN 6,000 MEMBERS, SUBSCRIBERS AND STAKEHOLDERS, AMERICAN SOCIETY ON AGING IS THE LARGEST MULTIDISCIPLINARY ASSOCIATION FOR PROFESSIONALS WORKING WITH OLDER ADULTS AND THEIR CAREGIVERS. 0 0 2122314 1500 1407997 EDUCATION AND TRAINING: THE ON AGING INSTITUTE IS THE VIRTUAL HUB FOR THE EDUCATIONAL PROGRAMS AND RESOURCES PRODUCED BY THE AMERICAN SOCIETY ON AGING. MORE THAN 40,000 PROFESSIONALS PARTICIPATED IN ASA'S WEBINARS, VIRTUAL CONFERENCE, AND ONLINE COURSES. EVERY YEAR THE ORGANIZATION HOST, ON AGING IS THE NATION'S LARGEST MULTIDISCIPLINARY CONFERENCE ON AGING AND THE ANNUAL CONFERENCE FOR MEMBERS OF THE AMERICAN SOCIETY ON AGING (ASA). ON AGING IS AN OPPORTUNITY TO CONNECT, LEARN, AND SHARE YOUR EXPERTISE WITH THOUSANDS OF PROFESSIONALS WORKING IN AGING AND RELATED FIELDS. 448408 MEMBERSHIP PROGRAM: THE AMERICAN SOCIETY ON AGING (ASA) HAS DEVELOPED AND LED THE LARGEST, MOST DIVERSE COMMUNITY OF PROFESSIONALS WORKING IN AGING IN AMERICA. WE REPRESENT AND ENGAGE MORE THAN 4,000 MULTIDISCIPLINARY LEADERS ACROSS THE COUNTRY WHO WORK IN THE AGING SECTOR. ASA PROVIDES OUR MEMBERS WITH VALUABLE OPPORTUNITIES TO EXCHANGE IDEAS, GROW THEIR CAREERS, AND SHAPE THE FUTURE OF AGING. WE ARE THE BEST PLACE TO FIND YOUR PEERS, STAY ON TOP OF EMERGING ISSUES, AND TAKE PART IN CONVERSATIONS THAT INFLUENCE PRACTICE AND POLICY. 183107 THE ORGANIZATION'S SPECIAL PROJECTS INCLUDE SPECIFIC PROFESSIONAL EDUCATION INITIATIVES FOR WHICH THE ORGANIZATION HAS RECEIVED SUPPORT, SUCH AS THE SCAN FOUNDATION, WITH THE OBJECTIVE TO HOST WEBINARS AND SEMINARS AND PRODUCE JOURNAL PUBLICATIONS. 2753829 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 11 0 15 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X JACQUELYN BENNETT 2027161605 548 MARKET ST SAN FRANCISCO CA 94104 LISA GABLES CHAIR 1.00 X X 0 0 0 JEFFREY KLEIN TREASURER 1.00 X X 0 0 0 RANI SNYDER SECRETARY 1.00 X X 0 0 0 GINNA BAIK MEMBER 1.00 X 0 0 0 VINCENT TILFORD MEMBER 1.00 X 0 0 0 MARIA HENKE MEMBER 1.00 X 0 0 0 JOYCE L WALKER MEMBER 1.00 X 0 0 0 AMY HERR MEMBER 1.00 X 0 0 0 BEN VEGHTE MEMBER 1.00 X 0 0 0 ROBERT ESPINOZA MEMBER 1.00 X 0 0 0 STEPHEN FARBER MEMBER 1.00 X 0 0 0 NAJJA ORR MEMBER 1.00 X 0 0 0 DAVIS PARK MEMBER 1.00 X 0 0 0 SIMONA VALANCIUTE MEMBER 1.00 X 0 0 0 MELISSA TISCHLER MEMBER 1.00 X 0 0 0 JOON BANG MEMBER 1.00 X 0 0 0 LEANNE CLARK SHIRLEY PRESIDENT AND CEO 56.00 X 157951 0 7752 JACQUELYN J BENNETT CHIEF OPERATING OFFICER 40.00 X 144386 0 6273 CYNTHIA PROOTHI MORRIS CHIEF ADVANCEMENT OFFICER 40.00 X 150083 0 0 PETER KALDES FORMER CEO TERM 08/2023 56.00 X 205835 0 0 658255 0 14025 4 1 1 0 JDC EVENTS 8403 COLESVILLE RD SUITE 1100 SILVER SPRING MD 20910 EVENT SERVICES 271296 1 626075 1806511 2432586 ON AGING CONFERENCE 900099 1251485 1251485 EDUCATION & TRAINING 900099 156512 156512 1407997 19342 19342 5351 5351 9538 -9538 -9538 -9538 COMMISSION INCOME 900099 62139 62139 OTHER INCOME 900099 2958 2958 65097 3920835 1407997 0 80252 X 1500 1500 381025 63263 317762 891156 758945 132211 52376 35646 16730 74108 47735 26373 97856 63781 34075 21476 21476 647955 449750 198205 54088 15142 38946 71705 68166 3539 419225 336070 83155 21721 21721 53220 52009 1211 787781 778304 9477 61194 46502 14692 14507 14507 MERCHANT FEES 90814 6376 84438 0 MISCELLANEOUS 12940 8919 4021 0 3754647 2753829 1000818 0 168930 204599 685153 687246 469712 26125 201333 159753 141341 50423 53204 90918 7288 0 1585620 1168641 152307 237595 788438 277465 177900 9950 1118645 525010 X 379143 382477 87832 261154 466975 643631 1585620 1168641 166188 7134 3334 0 X 0 0 0 X 1476410 2053316 1756332 2267544 2432586 9986188 992960 467697 861374 1160435 1407997 4890463 65097 65097 2469370 2521013 2617706 3427979 3905680 14941748 119000 35000 169500 7500 331000 0 119000 35000 169500 7500 331000 14610748 72647 11204 9461 10664 24693 128669 0 0 72647 11204 9461 10664 24693 128669 43555 25158 102370 171083 2585572 2557375 2729537 3438643 3930373 15241500 0.95860 0.91390 0.00840 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 43,555. 2020 AMOUNT: $ 25,158. 2021 AMOUNT: $ 102,370. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 177900 51449 219399 9950 1 X 141341 50423 90918 90918 X PART IV, LINE 2B: THE AMERICAN SOCIETY ON AGING, HAS A SIGNED FISCAL SPONSORSHIP AGREEMENT WITH GENERATION ENTERTAINMENT AND SPONSORED THE PROJECT KNOWN AS "WHY SURVIVE: BEING OLD IN AMERICA DOCUMENTARY FILM" WHICH IS CONSISTENT WITH THE ORGANIZATION'S TAX-EXEMPT MISSION. PART X, LINE 2: THE ORGANIZATION'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF SEPTEMBER 30, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS. X X X X X 0 0 0 0 0 0 0 0 0 PETER KALDES FORMER CEO TERM 08/2023 205835 0 0 0 0 0 0 0 0 0 205835 0 0 0 LEANNE CLARK SHIRLEY PRESIDENT AND CEO 157951 0 0 0 0 0 7752 0 0 0 165703 0 0 0 JACQUELYN J BENNETT CHIEF OPERATING OFFICER 144386 0 0 0 0 0 6273 0 0 0 150659 0 0 0 CYNTHIA PROOTHI MORRIS CHIEF ADVANCEMENT OFFICER 150083 0 0 0 0 0 0 0 0 0 150083 0 0 0 JEFF KLEIN BOARD OF DIRECTOR 158550 ASA ENGAGED WITH NEVADA SENIOR CENTER TO PARTICIPATE IN THE DEVELOPMENT AND BETA TESTING OF ASA'S CONNIE PLATFORM WITHIN THE NEVADA SENIOR CENTER. JEFF KLEIN IS PRESIDENT OF NEVADA SENIOR CENTER. 0 FORM 990, PART IV, LINE 12A AT THE TIME OF THIS FILING, THE ORGANIZATION'S FINANCIAL STATEMENTS FOR THE TAX YEAR ENDED SEPTEMBER 30, 2024 ARE UNDERGOING AN INDEPENDENT AUDIT. THE AUDIT HAS NOT YET BEEN COMPLETED; THEREFORE, LINE 12A IS MARKED "NO." UPON COMPLETION OF THE AUDIT, THE ORGANIZATION INTENDS TO RETAIN THE AUDITED FINANCIAL STATEMENTS FOR ITS RECORDS AND WILL UPDATED THE 990 AS NEEDED. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP SHALL BE OPEN TO ANY INDIVIDUAL OR ORGANIZATION INTERESTED IN THE AIMS AND PURPOSES OF ASA WHO PAYS DUES IN THE AMOUNT AND UNDER THE TERMS SPECIFIED BY THE BOARD. A MEMBER OF ASA WHO IS NOT ALSO A MEMBER OF THE BOARD OF DIRECTORS SHALL NOT HAVE THE RIGHT TO VOTE FOR DIRECTORS OR HAVE ANY OTHER RIGHTS OF MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE CEO, COO, AUDIT COMMITTEE, AND THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD OF DIRECTORS HAS THE DUTY TO DISCLOSE REAL, POTENTIAL OR PERCEIVED CONFLICTS OF INTEREST AND ADMINISTER, MONITOR, EVALUATE AND CONTINUALLY REVIEW THE DISCLOSURE AND CONFLICT OF INTEREST POLICY. THE BOARD OF DIRECTORS REVIEW AND SIGN OFF ON THE CONFLICT OF INTERSET POLICY AT LEAST ONCE A YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE WILL SERVE AS THE APPROVAL BODY AND PARTICIPATE IN THE ANNUAL PERFORMANCE EVALUATION AND COMPENSATION REVIEW PROCESS FOR THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G EVENT MANAGEMENT: PROGRAM SERVICE EXPENSES 227,869. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 227,869. CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 69,177. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69,177. OTHER SERVICES: PROGRAM SERVICE EXPENSES 221,881. MANAGEMENT AND GENERAL EXPENSES 129,028. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 350,909.