2024-10-28T14:48:33-05:00 2023-12-31 812950760 SAX LLP 1040 AVENUE OF THE AMERICAS-16TH FL NEW YORK NY 10018 990 2023-01-01 131950856 THE AMERICAN GERIATRICS SOCIETY AMER 2123081414 40 FULTON STREET 18TH FLOOR 809 NEW YORK NY 10038 MARK SUPIANO TREASURER 2123081414 2024-06-17 1 0 MIKE SCHALL P02024184 2126618640 2024-10-28 2023 2024-10-15 13:58:12Z ALISON A MOORE MD 40 FULTON STREET 18TH FLOOR 809 NEW YORK NY 10038 8768536 0 X WWW.AMERICANGERIATRICS.ORG X 1942 NY TO IMPROVE THE HEALTH, INDEPENDENCE, AND QUALITY OF LIFE OF ALL OLDER PEOPLE. 14 14 26 19 0 15297 3193172 4093286 3995926 4428395 346401 236650 8873 10205 7544372 8768536 679113 1304130 0 0 2870355 2927298 0 0 157233 3702547 3529362 7252015 7760790 292357 1007746 11474359 12857308 4532524 3935317 6941835 8921991 X OUR MISSION IS TO IMPORVE THE HEALTH, INDEPENDENCE, AND QUALITY OF LIFE OF ALL OLDER PEOPLE. 0 0 3255343 1059280 2694282 GRANTS AND SPECIAL PROJECTS1. GERIATRIC EMERGENCY DEPARTMENT COLLABORATIVE (GEDC) . THE JOHN A. HARTFORD FOUNDATION AND THE GARY AND MARY WEST HEALTH INSTITUTE LAUNCHED THE GEDC PROGRAM TO FURTHER ENHANCE EMERGENCY DEPARTMENT (ED) CARE FOR OLDER ADULTS. THE PROGRAM BRINGS TOGETHER EXPERTS FROM THE AMERICAN COLLEGE OF EMERGENCY PHYSICIANS (ACEP), THE AMERICAN GERIATRICS SOCIETY (AGS), THE EMERGENCY NURSES ASSOCIATION (ENA), THE SOCIETY FOR ACADEMIC EMERGENCY MEDICINE (SAEM), AND A GROWING NUMBER OF HOSPITALS AND HEALTH SYSTEMS. 2. THE GERIATRICS WORKFORCE ENHANCEMENT PROGRAM COORDINATING CENTER (GWEP). THE AGS WILL CREATE AND OVERSEE A GWEP COORDINATING CENTER FUNDED BY THE JOHN A. HARTFORD FOUNDATION TO PROVIDE ASSISTANCE TO GWEP SITES THROUGH NATIONAL MEETINGS, NETWORKING OPPORTUNITIES, MENTORING, A CENTRALIZED REPOSITORY OF RESOURCES FOR PROFESSIONAL AND PUBLIC EDUCATION, AND SITE VISIT CONSULTATIONS WITH GERIATRICS EXPERTS. 3. U13 BENCH-TO-BEDSIDE CONFERENCE SERIES. THE AGS WILL CONTINUE A SERIES OF PRESTIGIOUS SCIENTIFIC CONFERENCES ON EMERGING ISSUES IN GERIATRICS THANKS TO SUSTAINED FUNDING FROM THE NATIONAL INSTITUTE ON AGING (NIA) AS PART OF THE NATIONAL INSTITUTES OF HEALTH (NIH) RESEARCH CONFERENCE COOPERATIVE AGREEMENT (OR "U13") PROGRAM. 4. DISSEMINATION OF THE UCLA ALZHEIMER'S AND DEMENTIA CARE PROGRAM. UNDER THIS 3-YEAR SUBAWARD GRANT, AGS PROVIDES ASSISTANCE WITH THE MARKETING OF THE UCLA ALZHEIMER'S AND DEMENTIA CARE PROGRAM TO OUR MEMBERSHIP AND PUBLIC NETWORKS. THIS EFFORT INCLUDES THE DEVELOPMENT OF MARKETING MATERIALS AND THEIR DISSEMINATION THROUGH OUR WEBSITES, JOURNALS AND EXHIBITING AT VARIOUS PROFESSIONAL CONFERENCES. 5. CLIN-STAR COORDINATING CENTER. THE CLIN-STAR COORDINATING CENTER, MANAGED BY THE AMERICAN FEDERATION FOR AGING RESEARCH, BRINGS TOGETHER CLINICIAN-INVESTIGATORS FROM ACROSS THE US WHO ARE COMMITTED TO CAREERS FOCUSED ON AGING RESEARCH. THIS SUPPLEMENT WILL SUPPORT AGS ACTIVITIES WITH THE CLIN-STAR CC TO STIMULATE AGING RESEARCH, FOSTER NETWORKING AND COLLABORATION ACROSS DISCIPLINES, AND IDENTIFY AND SUPPORT HIGH PRIORITY AND UNDERSTUDIED AREAS OF AGING RESEARCH. 6. AGS/AGING LEARNING COLLABORATIVE. THE OVERARCHING GOAL OF THE AGS/AGING LEARNING COLLABORATIVE IS TO DEVELOP A NATIONAL SELF-DIRECTED LEARNING CURRICULUM FOCUSED ON THE SCIENCE OF MULTIPLE CHRONIC CONDITIONS RESEARCH. THROUGH THE AGS/AGING LEARNING COLLABORATIVE, WE WILL DESIGN, IMPLEMENT, AND WIDELY DISSEMINATE AN INNOVATIVE, MULTI-DISCIPLINARY, CLINICAL, AND TRANSLATIONAL GERIATRICS-RELEVANT RESEARCH CURRICULUM TO REACH EMERGING CLINICIAN AND TRANSLATIONAL INVESTIGATORS. 7. SPECIALTY SOCIETIES ADVANCING ADULT IMMUNIZATION. THE AGS IS ONE OF SEVEN SPECIALTY MEDICAL SOCIETIES WITH A SUBAWARD UNDER A COUNCIL OF MEDICAL SPECIALTY SOCIETIES (CMSS) CONTRACT WITH THE CDC TO INCREASE ADULT VACCINATION RATES (ACROSS ALL VACCINES) IN THIS COUNTRY, CALLED IMPROVING ADULT IMMUNIZATION RATES FOR COVID19, INFLUENZA, AND ROUTINE ADULT VACCINATIONS THROUGH PARTNERSHIPS AND MEDICAL SUBSPECIALITY PROFESSIONAL SOCIETIES 2103871 22500 1609847 THE ANNUAL EDUCATIONAL MEETING, EDUCATIONAL SEMINARS AND OTHER RELATED GERIATRIC TRAINING COURSES DESIGNED TO INFORM THE GERIATRIC HEALTH CARE PROFESSIONAL ON CURRENT MEDICAL ISSUES AND OTHER RELATED TOPICS IN THE HEALTH CARE OF OLDER ADULTS AND RAISING PUBLIC AWARENESS OF THE NEED FOR HIGH QUALITY CULTURALLY SENSITIVE HEALTHCARE SO THAT AN EMPOWERED, PROACTIVE PUBLIC CAN DRIVE THE IMPROVEMENT IN THE QUALITY OF CARE THAT OLDER PERSONS RECEIVE. 681753 222350 18476 PUBLICATION OF THE JOURNAL OF THE AMERICAN GERIATRICS SOCIETY (JAGS) WITH WILEY AS OUR PUBLISHER. AGS ALSO OFFERS TWO NURSING JOURNALS TO ITS NURSING MEMBERS AS A BENEFIT (AGS PAYS PUBLISHERS FOR ISSUES). AGS ALSO PUBLISHES GERIATRICS TRAINING MATERIALS FOR GERIATRICS HEALTH PROFESSIONALS. 833089 105790 PUBLIC AFFAIRS, OUTREACH, EDUCATION AND MEMBERSHIP 833089 105790 6874056 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 77 0 1 26 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 NY X X PHILLIP WASHBURNE 2123081414 40 FULTON STREET SUITE 809 NEW YORK NY 10038 X G MICHAEL HARPER MD BOARD CHAIR 2.00 X X 0 0 0 DONNA FICK PHD PRESIDENT 2.00 X X 1000 0 0 ALISON MOORE MD TREASURER 2.00 X X 0 0 0 PAUL L MULHAUSEN MD MHS SECRETARY 2.00 X X 0 0 0 MARK SUPIANO MD PRESIDENT ELECT 2.00 X X 0 0 0 PETER HOLLMANN MD BOARD CHAIR (FORMER) 2.00 X X 0 0 0 JUDITH L BEIZER PHARM D DIRECTOR 1.00 X 2000 0 0 REENA KARANI MD DIRECTOR 1.00 X 0 0 0 RAMONA RHODES MD DIRECTOR 1.00 X 3900 0 0 NEIL M RESNICK MD DIRECTOR 1.00 X 0 0 0 CAROLINE A VITALE MD DIRECTOR 1.00 X 0 0 0 HEATHER E WHITSON DIRECTOR 1.00 X 0 0 0 LISA MIURA MD DIRECTOR 1.00 X 0 0 0 SUSAN PARKS MD DIRECTOR 1.00 X 0 0 0 MEGAN YOUNG MD DIRECTOR 1.00 X 0 0 0 DIANE CHAU MD DIRECTOR (FORMER) 1.00 X 0 0 0 CHRISTIAN FURMAN MD DIRECTOR (FORMER) 1.00 X 0 0 0 JOSEPH OUSLANDER MD DIRECTOR, EX OFFICIOR 1.00 X 0 0 0 JAN BUSBY-WHITEHEAD MD DIRECTOR, EX OFFICIOR 1.00 X 0 0 0 APRIL ERLICH MD DIRECTOR, EX OFFICIOR 1.00 X 0 0 0 LISA M WALKE MD DIRECTOR, EX OFFICIOR 1.00 X 0 0 0 ERIC WIDERA MD DIRECTOR, EX OFFICIOR 1.00 X 0 0 0 PHILLIP WASHBURNE DIR. OF FINANCE 40.00 X 145235 0 20183 NANCY LUNDEBJERG MPA CEO/BOARD EX OFFICIOR 50.00 X 374934 0 29661 LINDA SAUNDERS ASSISTANT VP 40.00 X 135104 0 40069 ELVIRA ICKOWICZ COO 40.00 X 174002 0 41069 MARIANNA DROOTIN DIR-ADGAP/SPECPROJ 40.00 X 107851 0 7113 ALANNA GOLDSTEIN SR. DIRECTOR 40.00 X 120139 0 6672 1064165 0 144767 6 0 1 0 ARNOLD & PORTER KAYE SCHOLER LLP PO BOX 719541 PHILADELPHIA PA 19171 PUBLIC AFFAIRS 201000 IMPELSYS INC 1115 BROADWAY NEW YORK NY 10010 WEB/PRODUCT DEVP. 104300 2 1737258 1249290 1106738 4093286 PUBLICATIONS 513120 2694282 2694282 ANNUAL MEETING 900099 1609847 1609847 OTHER PROGRAM FEES 900099 105790 105790 GRANT ADMIN FEES 561000 18476 18476 4428395 236650 236650 MISCELLANEOUS INCOME 900099 10205 10205 10205 8768536 4428395 0 246855 X 936243 936243 367887 367887 571200 328130 154158 88912 1875380 1650897 193335 31148 101960 89653 10168 2139 206243 179483 21317 5443 172515 146026 19597 6892 28735 28735 895736 823160 70065 2511 46682 46618 47 17 123011 122393 457 161 59755 58082 1242 431 211455 179207 23789 8459 945849 886648 59171 30 75594 64066 8504 3024 84020 71207 9452 3361 PRINTING AND PUBLICATIO 418844 418355 362 127 WEB DEVELOPMENT 315812 302832 11358 1622 BANK CHARGES 108857 108857 ACCREDITATION AND OTHER 89758 87053 1996 709 125254 116116 6891 2247 7760790 6874056 729501 157233 236741 227513 585550 404967 193681 332262 377489 421863 430909 313074 351623 149863 277354 201760 8016804 9787430 1355831 1168439 11474359 12857308 404605 418342 2643765 2217737 1484154 1299238 4532524 3935317 X 6941835 8921991 6941835 8921991 11474359 12857308 1007746 972410 0 X 0 1 X 1 1 1 X 3796418 3171617 2460117 3193172 4093286 16714610 4053621 2259584 3490676 3995926 4428395 18228202 7850039 5431201 5950793 7189098 8521681 34942812 0 0 0 34942812 260448 266325 452008 346401 236650 1561832 260448 266325 452008 346401 236650 1561832 21672 14694 36366 10880 7706 61504 8873 10205 99168 8143039 5719926 6464305 7544372 8768536 36640178 0.95370 0.94830 0.04260 0.04720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 78000 78000 6796056 6874056 493703 123426 0 0 414294 411333 469796 493703 1789126 2683689 78000 78000 78000 78000 312000 103574 102833 117449 123426 447282 670923 78000 78000 78000 78000 312000 351623 149863 201760 201760 DUE FROM AFFILIATE 10972 OPERATING LEASE - RIGHT OF USE ASSETS 1157467 1168439 OPERATING LEASE LIABILITY 1299238 1299238 X 9712211 972410 972410 8739801 28735 28735 8768536 7732055 0 7732055 28735 28735 7760790 PART X, LINE 2: AGS DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. TAX FILINGS FOR PERIODS ENDING DECEMBER 31, 2020 AND LATER ARE SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. 1 UNIVERSITY OF NEBRASKA MED CENTER 985045 NEBRASKA MEDICAL CENTER OMAHA NE 68198 470049123 501 (C) (3) 58001 0 ADVANCE THE CARE OF OLDER ADULTS UNIVERSITY OF NORTH CAROLINA CHAPEL HILL 170 MANNING DRIVE CHAPEL HILL NC 27599 566001393 501 (C) (3) 76338 0 ADVANCE THE CARE OF OLDER ADULTS JOHNS HOPKINS UNIVERSITY 12529 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 520595110 501 (C) (3) 10535 0 ADVANCE THE CARE OF OLDER ADULTS DUKE UNIVERSITY PO BOX 602651 CHARLOTTE NC 28260 520532129 501 (C) (3) 15803 0 ADVANCE THE CARE OF OLDER ADULTS HEALTH PARTNERS INSTITUTE 8170 33RD AVE SOUTH BLOOMINGTON MN 55425 411670163 501 (C) (3) 20925 0 ADVANCE THE CARE OF OLDER ADULTS STANFORD UNIVERSITY PO BOX 884253 LOS ANGELES CA 90088 941156365 501 (C) (3) 6855 0 ADVANCE THE CARE OF OLDER ADULTS UNIVERSITY OF MD BALTIMORE PO BOX 41428 BALTIMORE MD 21203 521830242 501 (C) (3) 11224 0 ADVANCE THE CARE OF OLDER ADULTS UMASS CHAN MEDICAL SCHOOL 55 LAVEK AVENUE NORTH WORCESTER MA 01655 043167352 501 (C) (3) 120063 0 ADVANCE THE CARE OF OLDER ADULTS UNIVERSITY OF UTAH 30 N 1900 AB193 SOM SALT LAKE CITY UT 84132 876000525 501 (C) (3) 110152 0 ADVANCE THE CARE OF OLDER ADULTS RESEARCH FOUND FOR THE STATE UNIV OF NY PO BOX 9 ALBANY NY 12201 141368361 501 (C) (3) 199452 0 ADVANCE THE CARE OF OLDER ADULTS ADVOCATE AURORA HEATLH INC PO BOX 734262 CHICAGO IL 60603 824184596 501 (C) (3) 66007 0 ADVANCE THE CARE OF OLDER ADULTS OREGON HEALTH & SCIENCE UNIV PO BOX 3003 PORTLAND OR 97208 931176109 501 (C) (3) 32352 0 ADVANCE THE CARE OF OLDER ADULTS UNIVERSITY OF PENNSYLVANIA TRUSTEES PO BOX 785541 PHILADELPHIA PA 19178 231352685 501 (C) (3) 75429 0 ADVANCE THE CARE OF OLDER ADULTS UNIVERSITY OF TEXAS HOUSTON PO BOX301418 DALLAS TX 75303 741761309 501 (C) (3) 57613 0 ADVANCE THE CARE OF OLDER ADULTS 14 STUDENT CHAPTER STIPENDS 19 3800 BOOK - CASH STIPEND GERIATRIC AT YOUR FINGERTIPS HONORARIA 6 12000 BOOK - CASH STIPEND BEERS CRITERIA HONORARIA 7 7000 BOOK - CASH STIPEND JOURNAL OF THE AMERICAN GERIATRICS SOCIETY HONORARIA 66 222350 BOOK - CASH STIPEND GWEP HONORARIA 18 71937 BOOK - CASH STIPEND R25 LEARNING COLLABORATIVE 8 16000 BOOK - CASH STIPEND CLINSTAR HONRARIA 4 7800 BOOK - CASH STIPEND CMSS VACCINE PROJECT HONORARIA 5 27000 BOOK - CASH STIPEND PART I, LINE 2: AGS HAS A FORMAL POLICY THAT OUTLINES THE GRANT SELECTION PROCESS. THIS INCLUDES SUBMISSION OF AN APPLICATION, PROPOSAL AND BUDGET THAT IS REVIEWED BY A GRANT SELECTION COMMITTEE. UPON APPROVAL, ALL GRANTS REQUIRE PERIODIC EXPENSE REPORTS COMPARED WITH THE APPROVED BUDGET AND WRITTEN PROGRAM STATUS REPORTS. THESE REPORTS ARE REVIEWED AND APPROVED BY THE PROGRAM MANAGER PRIOR TO AGS DISPENSING ADDITIONAL GRANT FUNDING. X X 0 0 0 0 0 0 0 0 0 NANCY LUNDEBJERG MPA CEO/BOARD EX OFFICIOR 374934 0 0 0 0 0 12122 0 17539 0 404595 0 0 0 ELVIRA ICKOWICZ COO 174002 0 0 0 0 0 10007 0 31062 0 215071 0 0 0 LINDA SAUNDERS ASSISTANT VP 135104 0 0 0 0 0 7971 0 32098 0 175173 0 0 0 PHILLIP WASHBURNE DIR. OF FINANCE 145235 0 0 0 0 0 8061 0 12122 0 165418 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWED A DRAFT OF THE FORM 990 WITH THE AUDIT COMMITTEE AND PROVIDED EDITS TO THE TAX PREPARER. AFTER THIS PROCESS WAS PERFORMED, THE FORM 990 WAS SENT TO THE FULL BOARD OF DIRECTORS PRIOR TO BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD OF DIRECTORS, COMMITTEE MEMBERS, SENIOR STAFF AND OTHERS ACTING ON BEHALF OF AGS MUST COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM. COMPLETION IS REQUIRED ANNUALLY OR AS NEEDED IF AN INDIVIDUAL'S CIRCUMSTANCES CHANGE. REPORTED CONFLICTS ARE DISCLOSED IN WRITING AT BOARD AND COMMITTEE MEETINGS AND ATTENDEES ARE ASKED TO DISCLOSE ANY ADDITIONAL CONFLICTS AT THE START OF ANY MEETING. FORM 990, PART VI, SECTION B, LINE 15 AGS OFFICERS ARE NOT COMPENSATED AND THE AGS HAS NO EMPLOYEES THAT MEET THE DEFINITION OF KEY EMPLOYEE. THE BOARD OF DIRECTORS HAS FORMED A COMPENSATION COMMITTEE COMPRISED OF EXECUTIVE COMMITTEE MEMBERS WHO PERFORMED AN ANNUAL REVIEW OF THE CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. 990, PART VII - COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEE BOARD MEMBER COMPENSATION - PART VII SECTION A REPORTABLE BOARD COMPENSATION CONSISTED OF HONORARIA/STIPENDS IN EXCHANGE FOR NON-BOARD RELATED SERVICES. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 22,825. MANAGEMENT AND GENERAL EXPENSES 65,275. FUNDRAISING EXPENSES 808. TOTAL EXPENSES 88,908. CONSULTANTS: PROGRAM SERVICE EXPENSES 800,335. MANAGEMENT AND GENERAL EXPENSES 4,790. FUNDRAISING EXPENSES 1,703. TOTAL EXPENSES 806,828.