2025-10-06T08:23:31-05:00 2024-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2024-01-01 134165807 HEALTH ADVOCATES FOR OLDER PEOPLE INC HEAL 2129801700 420 LEXINGTON AVENUE SUITE 1402 NEW YORK NY 10170 LINDA M HARTLEY PRESIDENT 2129801700 2025-09-24 1 0 ALEXANDER LAZZARUOLO P01775353 2126617777 2024 2025-03-06 01:10:19Z X GARY G HEINZE 420 LEXINGTON AVENUE SUITE 1402 NEW YORK NY 10170 3601856 0 X WWW.HAFOP.ORG X 1985 NY PROMOTE SAFE & HEALTHY AGING THROUGH PROGRAMS DESIGNED TO FACILITATE INDEPENDENCE. 22 22 8 90 0 0 463171 375400 0 0 116481 191472 139536 124790 719188 691662 0 0 0 0 440853 598645 0 0 131365 214131 280243 654984 878888 64204 -187226 3069170 2877680 21612 105375 3047558 2772305 THE MISSION OF HEALTH ADVOCATES IS TO PROMOTE SAFE AND HEALTHY AGING THROUGH PROGRAMS DESIGNED TO FACILITATE INDEPENDENT LIVING, PHYSICAL WELLBEING AND GREATER SOCIAL INTERACTION FOR BOTH WOMEN AND MEN. 0 0 598438 THE HEALTHY AGING PROGRAM FOSTERS WELL-BEING AMONG ADULTS AGE 60+ THROUGH CONCRETE SUPPORTS AND ACTIVITIES TO PROMOTE SOCIAL CONNECTIONS. THESE INCLUDE HOME SAFETY AND FALL PREVENTION PRESENTATIONS AND CONSULTATIONS; A MEDICAL AND SUPPORTIVE EQUIPMENT EXCHANGE PROGRAM; WELLNESS CLASSES SUCH AS YOGA, DANCE, AND TAI CHI; GROUP CULTURAL OUTINGS; EDUCATIONAL PRESENTATIONS ON TOPICAL MEDICAL, LEGAL, AND FINANCIAL ISSUES; SOCIAL EVENTS SUCH AS MOVIE AND BOARD GAME AFTERNOONS AS WELL AS HOLIDAY CELEBRATIONS; ASSISTANCE WITH ERRANDS AND TECHNOLOGY; AND, OPPORTUNITIES TO VOLUNTEER. 598438 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 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 0 0 0 0 1 29 0 1 8 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X LAURA COLIN KLEIN 2129801700 420 LEXINGTON AVENUE SUITE 1402 NEW YORK NY 10170 GARY HEINZE PRESIDENT 4.00 X X 0 0 0 KIMBERLY WITTMER 1ST VICE PRESIDENT 2.00 X X 0 0 0 ROBERT SCHAEFFER 2ND VP 1.00 X X 0 0 0 JEPHTHA TAUSIG-EDWARDS 3RD VP 1.00 X X 0 0 0 LINDA HARTLEY TREASURER 2.00 X X 0 0 0 LAURA REID SECRETARY 2.00 X X 0 0 0 BEATRICE BARDIN BOARD MEMBER 1.00 X 0 0 0 PEGGY ANNE DINEEN BOARD MEMBER 1.00 X 0 0 0 DANIELLE DINEEN EARLS BOARD MEMBER 1.00 X 0 0 0 DANIEL ENTWISTLE BOARD MEMBER 1.00 X 0 0 0 PATRICIA GIRARDI BOARD MEMBER 1.00 X 0 0 0 RICHARD JOHNSON BOARD MEMBER 1.00 X 0 0 0 STEVEN KROHN BOARD MEMBER 1.00 X 0 0 0 GEORGE MCKINLEY BOARD MEMBER 1.00 X 0 0 0 ANNE MCQUAID BOARD MEMBER 1.00 X 0 0 0 MELISSA RICHARDS BOARD MEMBER 1.00 X 0 0 0 DAVID ROWE BOARD MEMBER 1.00 X 0 0 0 NICHOLAS SORENSEN BOARD MEMBER 1.00 X 0 0 0 LEONARD VAN LOWE BOARD MEMBER 1.00 X 0 0 0 CESAR VERA BOARD MEMBER 1.00 X 0 0 0 GWENDOLEN WADE BOARD MEMBER 1.00 X 0 0 0 MARGUERITE YATES BOARD MEMBER 1.00 X 0 0 0 NANCY HOUGHTON FORMER EXECUTIVE DIRECTOR 40.00 X 186925 0 16186 LAURA COLIN KLEIN EXECUTIVE DIRECTOR 40.00 X 47591 0 4084 DIANE MAGNUSON DEVELOPMENT DIRECTOR 40.00 X 110550 0 1379 345066 0 21649 2 0 1 0 0 53018 322382 375400 68832 68832 2960054 2837414 122640 122640 122640 181516 53018 72780 108736 108736 OTHER 900099 16054 16054 16054 691662 0 0 316262 X 254786 182434 17846 54506 289761 208870 15238 65653 16677 11014 4536 1127 37421 26604 1128 9689 45947 45947 20788 20788 89206 62860 26272 74 41324 40255 1069 6223 6223 38012 34093 3919 2523 2320 203 3960 3960 10278 9250 1028 OTHER EXPENSES 21982 16778 4888 316 878888 598438 149085 131365 366383 140918 27500 0 8879 7032 2655418 2720272 10990 9458 3069170 2877680 21612 105375 21612 105375 X 2944173 2745278 103385 27027 3047558 2772305 3069170 2877680 -187226 -88027 0 X 0 1 X 1 0 X 238676 569834 462260 463171 375400 2109341 238676 569834 462260 463171 375400 2109341 102887 2006454 40854 55160 72136 63347 68832 300329 8389 16054 24443 2434113 0.82430 0.83220 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 8,389. 2024 AMOUNT: $ 16,054. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 258156 99015 330144 27027 249535 307091 298470 258156 232208 370312 352985 249535 243114 223973 234879 232208 211525 178600 147011 243114 1.00000 0 0 0 655627 -88027 72780 -15247 670874 20788 20788 691662 930880 72780 72780 858100 20788 20788 878888 PART V, LINE 4: HEALTH ADVOCATES ESTABLISHED A FUND TO PROVIDE LONG TERM FINANCIAL STABILITY AND UNDERPINNING FOR THE ORGANIZATION AND MISSION OF HEALTH ADVOCATES. THIS ENDOWMENT FUND WILL BENEFIT COMMUNITY SENIORS BY SUPPORTING WELLNESS PROGRAMS THAT PROVIDE BALANCE AND STRENGTH, AND TO GIVE SENIORS THE TOOLS, TECHNIQUES AND SUPPORT TO AGE WITH VITALITY AND INDEPENDENCE IN THEIR OWN HOMES. PART XI, LINE 2D - OTHER ADJUSTMENTS: GROSS-UP OF SPECIAL EVENT 72,780. PART XII, LINE 2D - OTHER ADJUSTMENTS: GROSS-UP OF SPECIAL EVENT EXPENSES 72,780. GALA 198747 42605 156142 2000 27835 9300 21747 JAZZ IN THE GARDEN 35787 10413 25374 900 5394 800 4804 234534 53018 181516 2900 33229 10100 26551 72780 108736 1 0 0 0 0 0 0 0 0 NANCY HOUGHTON FORMER EXECUTIVE DIRECTOR 85992 0 20000 0 80933 0 0 0 16186 0 203111 0 0 0 PART I, LINE 4A NANCY HOUGHTON (FORMER EXECUTIVE DIRECTOR) RECEIVED A SEVERANCE PAYMENT REPORTED IN THE 990 - PART VII - SECTION A. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE FORM 990 WAS MADE AVAILABLE TO ALL BOARD MEMBERS FOR THEIR REVIEW AND COMMENTS. THE BOARD'S PRESIDENT AND TREASURER COMPLETED THE FINAL REVIEW OF THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS REQUIRED TO COMPLETE A MANAGEMENT PERSON DISCLOSURE STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BY USING COMPARABILITY SURVEYS OF COMPENSATION FROM SIMILAR ORGANIZATIONS RECEIVED BY THE OUTSIDE ACCOUNTANTS, WHICH IS APPROVED BY THE BOARD. THE EXECUTIVE DIRECTOR ALONG WITH THE BOARD DETERMINE COMPENSATION FOR OTHERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 61,122. MANAGEMENT AND GENERAL EXPENSES 26,147. FUNDRAISING EXPENSES 74. TOTAL EXPENSES 87,343. CATERING AND FACILITIES RENTALS: PROGRAM SERVICE EXPENSES 1,738. MANAGEMENT AND GENERAL EXPENSES 125. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,863.