2020-07-07T17:28:01-05:00 2019-09-30 522385296 LINDQUIST LLP 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2018-10-01 942292868 AMERICAN SOCIETY ON AGING AMER 4159749600 575 MARKET STREET NO 2100 SAN FRANCISCO CA 94105 ROBERT R LOWE COO 4159749600 2020-07-07 1 JESSICA R ROSTER P01317380 9252779100 66.7.226.66 2020-07-07 15:27:49 PD P A434B229036C2933DD75DBBA9361CCF4E577AC70 92C7F91AD246760067C653CBF66B8BF12B4D5FD1 2018 2020-11-06 18:47:13Z ROBERT R LOWE 575 MARKET STREET NO 2100 SAN FRANCISCO CA 94105 3315774 0 X WWW.ASAGING.ORG X 1954 CA FOUNDED IN 1954 AS THE WESTERN GERONTOLOGICAL SOCIETY, THE AMERICAN SOCIETY ON AGING IS AN ASSOCIATION OF DIVERSE INDIVIDUALS BOUND BY A COMMON GOAL: TO SUPPORT THE COMMITMENT AND ENHANCE THE KNOWLEDGE AND SKILLS OF THOSE WHO SEEK TO IMPROVE THE QUALITY OF LIFE OF OLDER ADULTS AND THEIR FAMILIES. THE MEMBERSHIP OF ASA IS MULTIDISCIPLINARY AND INCLUSIVE OF PROFESSIONALS WHO ARE CONCERNED WITH THE PHYSICAL, EMOTIONAL, SOCIAL, ECONOMIC AND SPIRITUAL ASPECTS OF AGING. 23 23 21 500 23657 -34536 1667698 1684889 1577820 1470806 8806 16666 91823 143413 3346147 3315774 0 0 0 0 1696126 1825910 0 0 0 1520966 1626371 3217092 3452281 129055 -136507 2468701 2136917 950579 755302 1518122 1381615 X FOUNDED IN 1954 AS THE WESTERN GERONTOLOGICAL SOCIETY, THE AMERICAN SOCIETY ON AGING IS AN ASSOCIATION OF DIVERSE INDIVIDUALS BOUND BY A COMMON GOAL: TO SUPPORT THE COMMITMENT AND ENHANCE THE KNOWLEDGE AND SKILLS OF THOSE WHO SEEK TO IMPROVE THE QUALITY OF LIFE OF OLDER ADULTS AND THEIR FAMILIES. THE MEMBERSHIP OF ASA IS MULTIDISCIPLINARY AND INCLUSIVE OF PROFESSIONALS WHO ARE CONCERNED WITH THE PHYSICAL, EMOTIONAL, SOCIAL, ECONOMIC AND SPIRITUAL ASPECTS OF AGING. 0 0 1588223 1470806 EDUCATION AND TRAINING:MORE THAN 10,000 PROFESSIONALS BENEFITED FROM PROFESSIONAL DEVELOPMENT AND EDUCATION OPPORTUNITIES AT ASA'S 2019 AGING IN AMERICA CONFERENCE AND VIA 82 WEBINARS. THESE PROGRAMS OFFERED IN TOTAL NEARLY 600 DISTINCT WORKSHOPS, PRESENTATIONS AND SEMINARS FEATURING MORE THAN 1,100 PROFESSIONAL FACULTY, AND COVERED TOPICS RANGING FROM ALZHEIMER'S TO WORKFORCE DEVELOPMENT AND MANAGEMENT. ASA OFFERED CONTINUING EDUCATION CREDIT FOR DISCIPLINES RANGING FROM NURSING AND SOCIAL WORK TO OCCUPATIONAL THERAPY AND NURSING HOME ADMINISTRATORS, AND THOUSANDS OF PROFESSIONALS APPLIED FOR CONTINUING EDUCATION CREDIT THROUGH ASA PROGRAMS. FORTY-SEVEN INDIVIDUALS SUCCESSFULLY COMPLETED ASA'S LEADERSHIP INSTITUTE PROGRAM INCLUDING BOTH ONLINE AND INTENSIVE IN-PERSON LEARNING. 92 PROFESSIONALS SUCCESSFULLY COMPLETED A FIVE-WEEK ONLINE COURSE IN "FUNDAMENTALS OF GERONTOLOGY","HEALTH AND WELLNESS IN AN AGING SOCIETY," "UNDERSTANDING ELDER MISTREATMENT OR "PREVENTION OF ELDER MISTREATMENT" OFFERED IN CONJUNCTION WITH THE UNIVERSITY OF SOUTHERN CALIFORNIA. 238147 MEMBERSHIP PROGRAM:ASA MEMBERSHIP INCLUDES COMPLIMENTARY SUBSCRIPTIONS TO ASA'S RENOWNED PUBLICATIONS IN PRINT AND ONLINE, COMPLIMENTARY ACCESS TO A GROWING PROGRAM OF ONLINE WEBINARS PROVIDING EDUCATION AND TRAINING ON A BROAD RANGE OF PROFESSIONAL TOPICS; COMPLIMENTARY AND DISCOUNTED ACCESS TO JOB-SEEKING AND CAREER DEVELOPMENT SERVICES, A MENTORSHIP PROGRAM; SUBSTANTIAL DISCOUNTS ON REGISTRATION FOR THE ANNUAL AGING IN AMERICA CONFERENCE; EXCLUSIVE ACCESS TO ONLINE PROFESSIONAL COURSES OFFERED IN CONJUNCTION WITH THE UNIVERSITY OF SOUTHERN CALIFORNIA; INCLUSION IN ANY OF ASA'S EIGHT CONSTITUENT GROUPS; AND ACCESS TO THE NATION'S LARGEST MULTIDISCIPLINARY ASSOCIATION OF INDIVIDUALS COMMITTED TO IMPROVING THE LIVES OF OLDER ADULTS. 387256 44765 PRODUCTS AND PUBLICATIONS:ASA PUBLISHED FOUR ISSUES OF ITS QUARTERLY JOURNAL, GENERATIONS, WITH EACH ISSUE DEVOTED TO A SINGLE TOPIC. THE 2018-2019 TOPICS WERE "FAMILY MATTERS: WHEN OLDER ADULTS ARE CAREGIVERS" "AGING IN RURAL AMERICA," "THE FINANCING OF LONG-TERM CARE, AND "POLITICS AND AGING." SIX ISSUES OF ASA'S NEW AND FEATURES PUBLICATION, AGING TODAY, PROVIDED TIMELY REPORTING ON TRENDS, TOPICS AND EVENTS ACROSS THE SPECTRUM OF DISCIPLINES, SETTINGS AND INTEREST AREAS CONCERNED WITH SERVICES FOR OLDER PEOPLE. AGEBLOG, ON ASA'S WEBSITE, OFFERED 146 POSTS THROUGHOUT THE YEAR WITH INSIGHTS AND EXPERTISE FROM ASA'S CONSTITUENT GROUPS AS WELL AS NEWS AND INFORMATION FROM ACROSS THE RANGE OF AGING SERVICES. 178626 IN MAY OF 2016, ASA BEGAN A THREE-YEAR PROGRAM TO HELP IMPROVE THE CAPACITY OF COMMUNITY-BASED ORGANIZATIONS SERVING OLDER ADULTS TO COLLABORATE WITH MANAGED CARE AND OTHER HEALTHCARE PROVIDERS TO IMPROVE HEALTH OUTCOMES IN THE OLDER POPULATION WHILE PROVIDING ADDITIONAL SOURCES OF REVENUE FOR ORGANIZATIONS SERVING THIS POPULATION. THIS WORK INCLUDES A SERIES OF WEB SEMINARS, SPECIAL SUPPLEMENTARY ISSUES OF ASA'S JOURNAL, GENERATIONS, AND A SERIES OF PROGRAMS WITHIN THE ASA ANNUAL CONFERENCE AND WAS COMPLETED IN MAY OF 2019. IN OCTOBER OF 2018 ASA BEGAN A THIRD ONE-YEAR PROGRAM TO DISSEMINATE BEST-PRACTICE AND RESEARCH INFORMATION IN SUPPORT OF THE NATIONAL RESOURCE CENTER ON ALZHEIMER'S AND OTHER DEMENTIAS UNDER A CONTRACT WITH RTI INTERNATIONAL IN CONJUNCTION WITH THE ADMINISTRATION ON COMMUNITY LIVING. 178626 2392252 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 1 21 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X VICKY NGUYEN 4159749600 575 MARKET STREET SUITE 2100 SAN FRANCISCO CA 94105 X KARYNE JONES CHAIRPERSON 1.00 X X 0 0 0 MICHAEL ADAMS CHAIR-ELECT 1.00 X X 0 0 0 ROBERT BLANCATO IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 ROBERT ECKARDT SECRETARY - PAST/MEMBER 1.00 X X 0 0 0 JEAN ACCIUS SECRETARY/MEMBER-PAST 1.00 X X 0 0 0 LISA GABLES TREASURER 1.00 X X 0 0 0 CYNTHIA BANKS MEMBER/INTERIM CEO 21.50 X 0 0 0 DAVID CASEY MEMBER 1.00 X 0 0 0 WILLIAM BENSON MEMBER - PAST 1.00 X 0 0 0 RICHARD BROWDIE MEMBER 1.00 X 0 0 0 PINCHAS COHEN MEMBER - PAST 1.00 X 0 0 0 PAUL DOWNEY MEMBER 1.00 X 0 0 0 BRIAN DUKE MEMBER 1.00 X 0 0 0 STACEY EASTERLING MEMBER - PAST 1.00 X 0 0 0 JOYCE GALLAGHER MEMBER 1.00 X 0 0 0 MARIA HENKE MEMBER 1.00 X 0 0 0 BROOKE HOLLISTER MEMBER 1.00 X 0 0 0 KAREN KOLB FLUDE MEMBER 1.00 X 0 0 0 DANIEL LAI MEMBER 1.00 X 0 0 0 REBECCA MORGAN MEMBER 1.00 X 0 0 0 SCOTT PEIFER MEMBER 1.00 X 0 0 0 KEVIN PRINDIVILLE MEMBER 1.00 X 0 0 0 DEBORAH M ROYSTER MEMBER 1.00 X 0 0 0 JOHN MARK THOMPSON MEMBER 1.00 X 0 0 0 PHILIP B STAFFORD MEMBER 1.00 X 0 0 0 JOYCE L WALKER MEMBER 1.00 X 0 0 0 ROBERT STEIN PRESIDENT AND CEO-PAST 56.00 X 337516 0 34259 CAROLE ANDERSON VP FOR EDUCATION 40.00 X 121871 0 11564 ROBERT LOWE CHIEF OPERATING OFFICER 49.00 X 135088 0 16717 594475 0 62540 3 0 1 0 REACTION AUDIO VISUAL LLC 9951 MUIRLANDS BLVD IRVINE CA 92618 AUDIO VISUAL SERVICES 127655 IMPEXIUM 1775 TYSONS BLVD STE 1450 MCLEAN VA 22102 SOFTWARE SUPPORT 122048 2 835530 849359 1684889 EDUCATION AND TRAINING 900099 1470806 1470806 1470806 16666 16666 74991 0 74991 74991 74991 PUBLICATION REVENUE 900099 56296 32639 23657 ADVERTISING SALES 900099 9616 9616 MISCELLANEOUS INCOME 900099 2510 2510 68422 3315774 1515571 23657 91657 387453 241381 146072 1170687 761130 409557 43694 16759 26935 120615 117347 3268 103461 65960 37501 1335 774 561 171795 69877 101918 42290 42290 426070 349232 76838 171499 106174 65325 354684 214157 140527 51895 37561 14334 45847 26813 19034 EXHIBIT & EVENT SERVICE 196124 196124 AV SERVICES 117543 117543 EXHIBIT & EVENT SERVICE 11447 11447 HONORARIA 10360 10360 25482 18770 6712 3452281 2392252 1060029 0 92323 105347 1664151 1380416 421482 299238 0 9673 152578 127236 519832 354697 88295 165135 49872 49872 2468701 2136917 279078 144583 671501 610719 950579 755302 X 1413284 1358821 104838 22794 1518122 1381615 2468701 2136917 -136507 0 X X 0 1 X 1 0 X 1577838 2007373 1659415 1667698 1684889 8597213 1555613 1515358 1545582 1577820 1470806 7665179 3133451 3522731 3204997 3245518 3155695 16262392 0 0 0 16262392 319 341 2010 8806 91657 103133 319 341 2010 8806 91657 103133 69278 56929 44765 170972 3133770 3523072 3276285 3311253 3292117 16536497 0.98340 0.99140 0.00620 0.00080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 66581 62336 4245 135888 108466 27422 317363 183895 133468 165135 X 3315774 0 3315774 0 3315774 3452281 0 3452281 0 3452281 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, 2019, 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. THE ORGANIZATION'S MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2016. X X X 0 0 0 0 0 0 0 0 0 ROBERT STEIN PRESIDENT AND CEO-PAST 337516 0 0 0 0 0 23718 0 10541 0 371775 0 0 0 ROBERT LOWE CHIEF OPERATING OFFICER 135088 0 0 0 0 0 6176 0 10541 0 151805 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS FOUR CLASSES OF MEMBERS: GENERAL, ORGANIZATIONAL, STUDENT AND HONORARY. ALL MEMBERS HAVE VOTING RIGHTS EXCEPT FOR HONORARY MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF FORM 990 WAS SENT TO THE EXECUTIVE COMMITTEE OF THE BOARD AND THEN TO THE FULL BOARD OF DIRECTORS FOR REVIEW AND COMMENTS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT-OF-INTEREST POLICY APPLIES TO THE BOARD OF DIRECTORS AND THE ORGANIZATION'S STAFF. THE POLICY IS ESTABLISHED, APPROVED BY THE BOARD AND REGULARLY MONITORED BY THE BOARD AND MANAGEMENT ANNUALLY FOR UPDATE. ENTERING INTO ANY CONTRACT OR AGREEMENT WITH THE ORGANIZATION AND INVOLVING A CONFLICT OF INTEREST IS PROHIBITED UNDER THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF PRESIDENT/CEO IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE ON EACH CONTRACT TERM. THIS PROCESS WAS LAST DONE IN 2019. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990 PART XIII LINE 2C: THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED.