2023-10-13T07:34:50-05:00 2022-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-01-01 521256181 THE GERONTOLOGICAL SOCIETY OF AMERICA GERO 2028421275 1101 14TH STREET NW 1220 1220 WASHINGTON DC 20005 JAMES B EVANS CHIEF FINANCIAL OFFICER 2028421275 2023-10-13 1 JAMES EVANS XXX-XX-XXXX 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X JAMES C APPLEBY 1101 14TH STREET NW 1220 1220 WASHINGTON DC 20005 9452396 0 X WWW.GERON.ORG X 1945 DC SEE PART III, LINE 1. 11 11 31 1200 43947 0 1976323 3387354 4904302 4921556 745772 -525719 33629 32519 7660026 7815710 75347 37572 0 0 2867102 2981914 0 0 0 3411441 4625559 6353890 7645045 1306136 170665 15041041 14201136 3574403 4079739 11466638 10121397 X THE GERONTOLOGICAL SOCIETY OF AMERICA (GSA), FOUNDED IN 1945, IS THE OLDEST AND LARGEST INTERDISCIPLINARY ORGANIZATION DEVOTED TO RESEARCH, EDUCATION, AND PRACTICE IN THE FIELD OF AGING. GSA'S MISSION IS TO CULTIVATE EXCELLENCE IN INTERDISCIPLINARY AGING RESEARCH AND EDUCATION TO ADVANCE INNOVATIONS IN PRACTICE AND POLICY. 0 0 2174738 10951 667133 GRANTS AND STRATEGIC INITIATIVES: GSA FULFILLED THE REQUIREMENTS ON A GRANT FOR THE REFRAMING AGING INITIATIVE; A GRANT TO SUPPORT THE ANNUAL SCIENTIFIC MEETING (ASM) BIOLOGICAL SCIENCES PROGRAMMING; AND A GRANT TO SUPPORT FOR THE JOURNALIST IN AGING FELLOWS PROGRAM.GSA HAS ESTABLISHED ITSELF AS A CONVENER OF MULTI-STAKEHOLDER COLLABORATIONS IN THE FIELD OF AGING; THESE INCLUDE THE NATIONAL ADULT VACCINATION PROGRAM, COMMUNICATING EFFECTIVELY WITH OLDER ADULTS: WHAT REALLY WORKS ONLINE TRAINING MODULE SERIES, AND SUCH INITIATIVES AS OTC MEDICATION BEHAVIORS OF OLDER ADULTS; OTC SLEEP AIDS AND SLEEP HEALTH IN OLDER ADULTS; OTC MEDICATION RECONCILIATION FOR OLDER ADULTS; COGNITIVE IMPAIRMENT DETECTION AND EARLIER DIAGNOSIS; PAIN MANAGEMENT; MALNUTRITION; ORAL HEALTH: AND HUMAN-ANIMAL INTERACTION AND HEALTHY AGING.IN LIGHT OF THE GROWING DEMANDS OF THE OLDER ADULT POPULATION, A GSA CORPORATE LEADERS FORUM WORKS STRATEGICALLY WITH THE SOCIETY TO ADDRESS THE MULTI-FACETED ISSUES IMPACTING AGING RESEARCH, EDUCATION, PRACTICE ENTERPRISE, AND BUSINESS MODELS. TACKLING THE ISSUES AND CHALLENGES BEING PLACED ON INDUSTRY, GOVERNMENT, THE HEALTHCARE SYSTEM, COMMUNITIES, FAMILIES, AND INDIVIDUALS, THE PANEL IDENTIFIES SOLUTIONS THAT ADDRESS THE EVER-GROWING NEED FOR INNOVATIVE TECHNOLOGY, PRODUCTS, SERVICES, AND SUPPORT. 948537 26622 1533355 PUBLICATIONS: THE SOCIETY PUBLISHES SEVERAL PEER-REVIEWED JOURNALS: INNOVATION AND AGING, THE GERONTOLOGIST, THE JOURNALS OF GERONTOLOGY SERIES A: BIOLOGICAL AND MEDICAL SCIENCES, AND THE JOURNALS OF GERONTOLOGY, SERIES B: PSYCHOLOGICAL AND SOCIAL SCIENCES. THESE PUBLICATIONS PROVIDE RESEARCHERS IN THE FIELD OF GERONTOLOGY THE OPPORTUNITY TO SHARE THEIR FINDINGS. GSA'S PUBLIC POLICY INSTITUTE PUBLISHES THE PUBLIC POLICY & AGING REPORT. THIS PUBLICATION EXPLORES POLICY ISSUES GENERATED BY THE AGING OF AMERICAN SOCIETY. 1499620 1608686 MEETINGS: THE SOCIETY HOSTS AN ANNUAL SCIENTIFIC MEETING EACH NOVEMBER. THE 2022 ANNUAL SCIENTIFIC MEETING WAS HELD IN INDIANAPOLIS INDIANA AND BRINGS TOGETHER MORE THAN 4,000 INTERNATIONAL EXPERTS AND PARTNERS FROM ACADEMIA, INDUSTRY, GOVERNMENT, AND BEYOND TO EXCHANGE INFORMATION AND TO DISCUSS THE BROADER ROLE OF AGING SCIENCE. AS THE PREMIER GATHERING OF GERONTOLOGISTS FROM BOTH THE UNITED STATES AND AROUND THE WORLD, ATTENDEES PARTICIPATE IN OVER 450 SCIENTIFIC SESSIONS INCLUDING SYMPOSIA, PAPER, AND POSTER PRESENTATIONS. 262449 1106177 MEMBER ACTIVITIES: THE SOCIETY PROVIDES ITS 5,500 MEMBERS WITH THE OPPORTUNITY TO PRESENT THEIR RESEARCH FINDINGS, AND LEARN ABOUT THE RESEARCH FINDINGS OF OTHERS, AT ITS ANNUAL SCIENTIFIC MEETING. SESSIONS ON RESEARCH, EDUCATION AND PRACTICE RELATED TO ALL FACETS OF AGING AND THE AGING PROCESSES ARE FEATURED. THE SOCIETY ALSO PROVIDES MEMBERS WITH A MONTHLY PRINT NEWSLETTER, GERONTOLOGY NEWS, REGULAR E-MAIL UPDATES, GSA ANNOUNCEMENTS, BOTH OF WHICH COVER THE LATEST NEWS IN THE PROFESSION AND UPDATES MEMBERS ABOUT THE SOCIETY'S ACTIVITIES. GSA CONNECT FOSTERS INTERDISCIPLINARY COLLABORATION AND LEARNING. THE SOCIETY HAS A ROBUST AWARDS PROGRAM TO RECOGNIZE EXCELLENCE IN THE FIELDS OF GERONTOLOGY AND GERONTOLOGICAL RESEARCH. THE ACADEMY FOR GERONTOLOGY IN HIGHER EDUCATION (AGHE) PROVIDES LEADERSHIP AND SUPPORT OF GERONTOLOGY AND GERIATRICS EDUCATION FACULTY AND STUDENTS AT EDUCATIONAL INSTITUTIONS. 554139 PUBLIC POLICY: GSA'S PUBLIC POLICY OUTREACH IS RESPONSIBLE FOR DEVELOPING AND MANAGING THE SOCIETY'S RELATIONSHIPS WITH 1) OTHER ORGANIZATIONS IN THE AGING ARENA, INCLUDING SERVING AS A LIAISON TO ASSIGNED PARTNER ORGANIZATIONS; 2) MAJOR PROGRAMS AND PROJECTS WITH PHILANTHROPIC AND GOVERNMENT FUNDING ORGANIZATIONS; AND 3) POLICY-RELATED ACTIVITIES AND THE NATIONAL ACADEMY ON AN AGING SOCIETY. 816588 1106177 5439483 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 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 1 157 0 1 31 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X JAMES B EVANS 2028421275 1101 14TH STREET NW 1220 1220 WASHINGTON DC 20005 TERRI HARVATH BOARD CHAIR 4.00 X X 0 0 0 PETER LICHTENBERG PRESIDENT 4.00 X X 0 0 0 JAMES NELSON VICE PRESIDENT 4.00 X X 0 0 0 JANET WILMOTH TREASURER 1.00 X X 0 0 0 LADORA THOMPSON SECRETARY 1.00 X X 0 0 0 MARIE BOLTZ MEMBER 1.00 X 0 0 0 MONIQUE BROWN MEMBER 1.00 X 0 0 0 HOLLY BROWN-BORG MEMBER 1.00 X 0 0 0 PATRICIA HEYN MEMBER 1.00 X 0 0 0 KARON PHILLIPS MEMBER 1.00 X 0 0 0 ELIZABETH VASQUEZ MEMBER 1.00 X 0 0 0 JAMES APPLEBY CHIEF EXECUTIVE OFFICER 35.00 X 407870 0 49509 JAMES EVANS CHIEF FINANCIAL OFFICER 35.00 X 212309 0 35404 KAREN TRACY VP, STRAT. ALL. & INTEGRAT 35.00 X 196797 0 8642 PATRICIA D'ANTONIO VP, POLICY & PROF. AFFAIRS 35.00 X 144909 0 25697 JUDIE LIEU VP, PUBLISHING & PROF. RES 35.00 X 142624 0 15340 ANTHONY ROGERS DIR., TECH. & ADMINISTRATI 35.00 X 107208 0 5961 GENA SCHOEN DIR, MEMBER ENGAGEMENT 35.00 X 100186 0 15697 1311903 0 156250 9 0 1 0 FREEMAN PO BOX 734596 DALLAS TX 75373 ANNUAL MEETING AV AND DECORATIONS 388453 EUCLID TECHNOLOGY 540 DEVALL DRIVE AUBRUN AL 36832 SOFTWARE/DATABASE SUPPORT 176199 JW MARIOTT 10 S WEST STREET INDIANAPOLIS IN 46204 HOTEL AND FOOD 172334 SUNTRUST BANK (TRUIST) ONE PARK PLACE ATLANTA GA 30303 BANKING SERVICES 159401 CENTERPLATE 801 MT VERNON PL NW WASHINGTON DC 20001 CATERING SERVICES 158012 9 100000 3287354 3387354 ANNUAL MEETING 900099 1608686 1608686 PUBLICATIONS 900099 1472581 1472581 MEMBERSHIP DUES 900099 1089597 1089597 PROJECT MANAGEMENT INCOME 900099 667133 667133 ADVERTISING 541800 60774 16827 43947 22785 22785 4921556 238072 238072 32517 32517 872895 1556370 80316 -683475 -80316 -763791 -763791 MISCELLANEOUS 900099 2 2 2 7815710 4877609 43947 -493200 X 28536 28536 9036 9036 705362 213497 491865 1890409 1435024 455385 74936 32487 42449 166342 72086 94256 144865 58210 86655 16643 939 15704 40918 40918 72894 72894 1499629 1397063 102566 17334 16199 1135 161177 121970 39207 708311 228715 479596 496812 320955 175857 166040 150157 15883 842768 837192 5576 28649 18508 10141 68744 14213 54531 STIPEND AND HONORARIA 148893 148376 517 PUB'L PRODUCTION 102037 100657 1380 TRAVEL STIPENDS/REIMB. 95696 95696 FEES & REGISTRATIONS 80180 77441 2739 78834 62526 16308 7645045 5439483 2205562 0 934887 1577567 1001059 373854 100000 1490616 248230 345122 147917 120993 485392 409206 185151 76186 12397011 10190012 26786 26786 15041041 14201136 518891 1208373 2879926 2871366 175586 0 3574403 4079739 X 10598005 7997478 868633 2123919 11466638 10121397 15041041 14201136 170665 -1515906 0 X 0 1 X 1 0 X 1708348 2594168 1714444 1976323 3387354 11380637 1708348 2594168 1714444 1976323 3387354 11380637 3816250 7564387 269636 270751 266178 248253 270589 1325407 230966 19820 12255 263041 9681 27274 2575 7977 2 47509 13016594 23687376 0.58110 0.58660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 264751 240 -24738 1020 239233 147205 100600 19973 1527 1500 264751 129769 552 16884 147205 109735 575 19459 129769 115551 -5816 109735 0.86300 0.13700 0 0 212529 136343 76186 27365 27365 0 245498 245498 0 76186 X 6307226 -1515906 80316 -1435590 7742816 72894 72894 7815710 7652467 80316 80316 7572151 72894 72894 7645045 PART V, LINE 4: THE ENDOWMENT FUNDS INVESTS IN SPECIAL PROGRAMS, PROJECTS AWARDS THAT FURTHER THE MISSION OF GSA TO ADVANCE GERONTOLOGY AND GERIATRICS EDUCATION AND TO PROVIDE LEADERSHIP, SUPPORT AND RECOGNITION THROUGH AWARDS OF INDIVIDUALS IN GERONTOLOGY AND GERIATRICS EDUCATION. DONATIONS TO AN ENDOWMENT ARE INVESTED TO GENERATE INTEREST FOR PROGRAMS AND AWARDS. PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2022, GSA HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL SHOWN AS EXPENSE ON THE FINANCIAL 80,316. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 7. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL SHOWN AS EXPENSE ON THE FINANCIAL 80,316. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 7. 1 LIZ SEEGER INK LLC 33 FOX RD HOPEWELL JUNCTION NY 12533 461577117 24037 0 JOURNALISTS IN AGING FELLOWS PROGRAM JOURNALISTS IN AGING FELLOWS PROGRAM SUPPORT 0 1 AGEISM FIRST AID PROGRAM SUPPORT 1 750 JOURNALIST IN AGING FELLOWS PROGRAM 1 8286 PART I, LINE 2: GSA HELD MULTIPLE CALLS DURING THE AWARD YEAR WITH THE PROJECT LEADER AT WHICH TIME UPDATES WERE PROVIDED REGARDING THE PROJECT. IN ADDITION, THE PROJECT LEADER PREPARED AND PRESENTED A FINAL REPORT (VIA WEBINAR) DISCUSSING THE SUCCESSES, CHALLENGES AND NEXT STEPS TOWARD SUSTAINABILITY AND EXPANSION. GSA ALSO REQUIRED THE PROJECT TO SUBMIT A FINAL FINANCIAL REPORT. X X X X 0 0 0 1 0 0 0 0 0 JAMES APPLEBY CHIEF EXECUTIVE OFFICER 407870 0 0 0 0 0 15250 0 34259 0 457379 0 0 0 JAMES EVANS CHIEF FINANCIAL OFFICER 212309 0 0 0 0 0 10920 0 24484 0 247713 0 0 0 KAREN TRACY VP, STRAT. ALL. & INTEGRAT 154357 0 42440 0 0 0 7795 0 847 0 205439 0 0 0 PATRICIA D'ANTONIO VP, POLICY & PROF. AFFAIRS 144909 0 0 0 0 0 7828 0 17869 0 170606 0 0 0 JUDIE LIEU VP, PUBLISHING & PROF. RES 142624 0 0 0 0 0 7292 0 8048 0 157964 0 0 0 PART I, LINE 5 KAREN TRACY RECEIVED A COMMISSION ON THE STRATEGIC ALLIANCE REVENUE OBTAIN. PER THE EMPLOYMENT CONTRACT, COMMISSION PAYMENTS ARE DETERMINED UPON MEETING CERTAIN BENCHMARKS FORM 990, PART VI, SECTION A, LINE 6 GSA HAS 6 TYPES OF MEMBERS ALL WITH THE SAME VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A GSA'S ENTIRE MEMBERSHIP ELECTS GSA'S PRESIDENT, SECRETARY AND TREASURER. IN ADDITION, EACH SECTION OF GSA AND ESPO (EMERGING STUDENTS AND PROFESSIONAL ORGANIZATION) ELECTS ITS LEADERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS. THE FINAL 990 WAS PROVIDED TO THE FULL BOARD BEFORE SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS, KEY EMPLOYEES AND STAFF ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY CONFLICTS ON AN ANNUAL BASIS. MEMBERS OF GSA'S BOARD OF DIRECTORS SIGN GSA'S CONFLICT OF INTEREST POLICY PRIOR TO ASSUMING OFFICE. GSA STAFF AND LEADERSHIP ARE REMINDED OF THE CONFLICT OF INTEREST POLICY AND WHEN ENGAGING IN NEW ACTIVITIES, ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON DISCLOSES THE EXISTENCE OF THE FINANCIAL INTEREST AND IS GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, SHE/HE LEAVES THE BOARD OF DIRECTORS MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. ONLY DISINTERESTED BOARD OF DIRECTORS MEMBERS DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE BOARD OF DIRECTORS HAS REASONABLE CAUSE TO BELIEVE AN INTERESTED PERSON HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT INFORMS THAT PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORDS THAT PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE INTERESTED PERSON AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OF DIRECTORS DETERMINES THE INTERESTED PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT TAKES APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. ANY EMPLOYEES WITH DECISION-MAKING AUTHORITY ON BEHALF OF GSA, WHETHER ON BEHALF OF GSA AS A WHOLE, OR OVER A DISCRETE SEGMENT OR ACTIVITY OF GSA, MUST DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST OR OTHER INTERESTS WHICH MAY COMPROMISE THE EMPLOYEE'S ABILITY TO PROVIDE UNBIASED AND UNDIVIDED LOYALTY TO, AND ACT IN THE BEST INTERESTS OF, GSA. THIS INCLUDES OTHER INTERESTS ARISING FROM A TRANSACTION BETWEEN GSA AND A THIRD PARTY, OR AN EMPLOYEE'S VOLUNTEER, FAMILIAL, OR PAID RELATIONSHIP WITH A THIRD PARTY. ANY POTENTIAL CONFLICTS WILL BE DISCLOSED TO THE CEO, AND IN THE CASE OF THE CEO, TO THE GSA PRESIDENT, WHO IN CONSULTATION WITH THE BOARD OF DIRECTORS, DETERMINES WHETHER A CONFLICT EXISTS AND WHAT SUBSEQUENT ACTION IS APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15A GSA USES THE ASAE CEO COMPENSATION REPORT FOR COMPARABLE SALARIES OF OTHER ASSOCIATION EXECUTIVES. THE BOARD REVIEWS AND APPROVES THE CEO'S COMPENSATION AND THE CEO IS RESPONSIBLE FOR REVIEWING AND APPROVING THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES. THE CEO'S COMPENSATION PROCESS IS DOCUMENTED IN THE BOARD MINUTES AND THE LAST REVIEW TOOK PLACE IN FEBRUARY 2022. 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 EDITORS: PROGRAM SERVICE EXPENSES 315,576. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 315,576. CONTRACT STAFF: PROGRAM SERVICE EXPENSES 15,383. MANAGEMENT AND GENERAL EXPENSES 2,108. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,491. HR SERVICES: PROGRAM SERVICE EXPENSES 1,310. MANAGEMENT AND GENERAL EXPENSES 21,892. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,202. CONSULTANT SERVICES: PROGRAM SERVICE EXPENSES 394,756. MANAGEMENT AND GENERAL EXPENSES 78,566. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 473,322. PROJECT MANAGEMENT EXPENSE: PROGRAM SERVICE EXPENSES 605,289. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 605,289. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 64,749. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,749.