2020-07-31T07:52:47-05:00 2019-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2019-01-01 521256181 THE GERONTOLOGICAL SOCIETY OF AMERICA GERO 2028421275 1220 L STREET NW NO 901 WASHINGTON DC 200054018 JAMES B EVANS CHIEF FINANCIAL OFFICER 2028421275 2020-07-31 1 RICHARD J LOCASTRO CPA P00288314 3019519090 75.103.231.202 2020-07-31 08:52:46 ED P 76FA70CE0153400BA58E161A6CDE45BE1458D652 FFBF03685661442213873D3651B0C0C997B88309 2019 2020-11-19 02:30:22Z JAMES C APPLEBY 1220 L STREET NW NO 901 WASHINGTON DC 200054018 11952167 0 X WWW.GERON.ORG X 1945 DC SEE PART III, LINE 1. 17 17 22 225 51684 -750 1708348 2594168 5293134 4809042 359210 466376 92256 118640 7452948 7988226 31975 8500 0 0 2352740 2665382 0 0 0 4199731 4132330 6584446 6806212 868502 1182014 9271289 11181818 2045999 2198116 7225290 8983702 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 PRINCIPAL MISSION IS TO ADVANCE THE STUDY OF AGING AND (CONTINUED ON SCHEDULE O)DISSEMINATE INFORMATION AMONG SCIENTISTS, DECISION MAKERS, AND THE GENERAL PUBLIC. 0 0 2097587 8500 668871 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 ADVISORY PANEL 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. 1236442 1822595 MEETINGS: THE SOCIETY HOSTS AN ANNUAL SCIENTIFIC MEETING EACH NOVEMBER. THE 2019 ANNUAL SCIENTIFIC MEETING WAS HELD IN AUSTIN, TEXAS AND BRINGS TOGETHER MORE THAN 4,300 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. 708255 1358847 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. 304281 938909 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. 231948 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. 536229 938909 4578513 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 133 0 1 22 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X JAMES B EVANS 2028421275 1220 L STREET NW NO 901 WASHINGTON DC 200054018 S MICHAL JAZWINSKI PRESIDENT 4.00 X X 0 0 0 KATHRYN HYER PRESIDENT-ELECT 4.00 X X 0 0 0 DAVID EKERDT PAST PRESIDENT 4.00 X X 0 0 0 YURI JANG SECRETARY 1.00 X X 0 0 0 SUZANNE KUNKEL TREASURER 1.00 X X 0 0 0 JANET WILMOTH TREASURER-ELECT 1.00 X X 0 0 0 MARLA BERG-WEGER MEMBER 1.00 X 0 0 0 KELVIN DAVIES MEMBER 1.00 X 0 0 0 TERRI HARVATH MEMBER 1.00 X 0 0 0 JUDITH HOWE MEMBER 1.00 X 0 0 0 NINA SILVERSTEIN MEMBER 1.00 X 0 0 0 MERRIL SILVERSTEIN MEMBER 1.00 X 0 0 0 EILEEN CRIMMINS MEMBER 1.00 X 0 0 0 ROBERT HAROOTYAN MEMBER 1.00 X 0 0 0 JAMIE JUSTICE MEMBER 1.00 X 0 0 0 MATT KAEBERLEIN MEMBER 1.00 X 0 0 0 ELSA STROTMEYER MEMBER 1.00 X 0 0 0 JAMES APPLEBY CHIEF EXECUTIVE OFFICER 35.00 X 376794 0 30591 JAMES EVANS CHIEF FINANCIAL OFFICER 35.00 X 138267 0 25477 KAREN TRACY VP, STRATEGIC ALL. & INT. COMM. 35.00 X 174788 0 8075 PATRICIA D'ANTONIO VP, PROFESSIONAL AFFAIRS 35.00 X 130287 0 24433 JUDIE LIEU VP, PUBLISHING & PROF. RES. 35.00 X 122758 0 13435 ELIZABETH SOBCZYK DIRECTOR, PUBLISHING & PROF. RES. 35.00 X 124523 0 7150 RACHEL PUFFER VP, MEMBERSHIP & MEETINGS 35.00 X 131618 0 12238 1199035 0 121399 7 0 1 0 FREEMAN PO BOX 650519 DALLAS TX 75265 AUDIO VISUAL SUPPORT 379086 EUCLID TECHNOLOGY 4500 EAST WEST HIGHWAY STE 550 BETHESDA MD 20814 SOFTWARE/DATABASE SUPPORT 120670 JW MARRIOTT 110 E 2ND STREET AUSTIN TX 78701 ANNUAL MEETING VENUE 111531 3 98065 2496103 2594168 ANNUAL MEETING 900099 1822595 1822595 PUBLICATIONS 900099 1307163 1307163 MEMBERSHIP DUES 900099 934884 934884 PROJECT MANAGEMENT INCOME 900099 668871 668871 ADVERTISING 541800 71504 51684 19820 4025 4025 4809042 175649 175649 28962 28962 66140 3736 62404 62404 62404 4250932 3960205 290727 290727 290727 REIMBURSEMENTS 900099 11110 11110 TRAINING REVENUE 900099 8000 8000 HONORARIA 900099 7854 7854 310 310 27274 7988226 4737538 51684 604836 X 8500 8500 753992 284709 469283 1559339 1094825 464514 65097 45408 19689 126310 92225 34085 160644 96402 64242 17601 17601 34250 34250 24872 24872 804051 723593 80458 15487 14009 1478 176571 104216 72355 388978 65900 323078 369898 4500 365398 204342 184982 19360 709506 691590 17916 78510 78510 67582 4826 62756 PROJECT MANAGEMENT 669671 669671 PUB'L PRODUCTION 178695 159557 19138 STIPEND AND HONORARIA 140945 140945 TRAVEL STIPENDS/REIMB. 80389 80169 220 170982 112486 58496 6806212 4578513 2227699 0 28330 264208 3980055 4095650 75215 647320 43018 160396 161768 107168 625499 382033 321976 243466 4634141 5636824 26786 26786 9271289 11181818 903626 781168 930867 1208354 211506 208594 2045999 2198116 X 6685793 7782083 539497 1201619 7225290 8983702 9271289 11181818 1182014 576398 0 X 0 1 X 1 0 X 3173511 4838768 2151719 1708348 2594168 14466514 3173511 4838768 2151719 1708348 2594168 14466514 5647223 8819291 162848 150635 179007 269636 270751 1032877 26770 230966 19820 277556 -55296 45299 10288 9681 27274 37246 15814193 26248238 0.55770 0.55700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 109735 575 19459 129769 115551 -5816 109735 105620 1200 8731 115551 102633 1250 1737 105620 101857 776 102633 0.00000 0.80960 0.19040 0 0 212529 73485 139044 167472 63050 104422 245498 245498 0 243466 DEFERRED RENT 208594 208594 X 8543488 576398 3736 580134 7963354 24872 24872 7988226 6785076 3736 3736 6781340 24872 24872 6806212 PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT FUND WILL BE TO PRODUCE INCOME TO FUND PROGRAMS AND SPECIAL PROJECTS THAT SUPPORT AGHE'S MISSION. THE INCOME MAY BE USED TO SUBSIDIZE ANY ASPECT OF THE PROJECT OR PROGRAM IN ORDER TO ENSURE ITS SUCCESSFUL OPERATION OR COMPLETION. THIS INCLUDES, BUT IS NOT LIMITED TO, THE PURCHASE OF EQUIPMENT, MATERIALS, AND SUPPLIES FOR THE PROGRAM OR PROJECT; THE PAYING OF STAFF SALARY FOR WORK ON OR BEHALF OF THE PROGRAM OR PROJECT; AND THE PRINTING AND/OR DISSEMINATION OF INFORMATION ABOUT OF RESULTS OF THE PROJECT. PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2019, 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: RENTAL EXPENSES SHOWN AS EXPENSE ON THE FINANCIAL 3,736. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 6D. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES SHOWN AS EXPENSE ON THE FINANCIAL 3,736. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 6D. 1 KAUFMAN-WILLS FUSTING & COMPANY 1010 STREEPER STREET S BALTIMORE MD 21224 522285317 8500 NEW JOURNAL INVESTIGATION SUPPORT 0 1 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 0 0 0 1 0 0 0 1 0 JAMES APPLEBY CHIEF EXECUTIVE OFFICER 373294 0 3500 0 0 0 14000 0 16591 0 407385 0 0 0 JAMES EVANS CHIEF FINANCIAL OFFICER 138267 0 0 0 0 0 7123 0 18354 0 163744 0 0 0 KAREN TRACY VP, STRATEGIC ALL. & INT. COMM. 139137 0 35651 0 0 0 7084 0 991 0 182863 0 0 0 PATRICIA D'ANTONIO VP, PROFESSIONAL AFFAIRS 130287 0 0 0 0 0 6930 0 17503 0 154720 0 0 0 PART I, LINE 5 KAREN TRACY RECEIVES A COMMISSION ON THE STRATEGIC ALLIANCE REVENUE SHE OBTAINS. PER THE EMPLOYMENT CONTRACT, COMMISSION PAYMENTS ARE DETERMINED UPON MEETING CERTAIN BENCHMARKES. PART I, LINE 7 JAMES C. APPLEBY RECEIVED A BONUS $3,500. 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 A, LINE 7B BY-LAW CHANGES ARE SUBJECT TO THE VOTE OF THE ENTIRE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY THE FINANCE COMMITTEE AND THE EXECUTIVE COMMITTEE. 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 EXECUTIVE COUNCIL/COMMITTEE 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 COUNCIL OR EXECUTIVE COMMITTEE 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 COUNCIL MEETING OR EXECUTIVE COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. ONLY DISINTERESTED COUNCIL MEMBERS OR EXECUTIVE COMMITTEE MEMBERS DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE EXECUTIVE COMMITTEE OR COUNCIL 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 EXECUTIVE COMMITTEE OR COUNCIL 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 EXECUTIVE COMMITTEE, DETERMINES WHETHER A CONFLICT EXISTS AND WHAT SUBSEQUENT ACTION IS APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15A GSA USES THE ASAE EXECUTIVE DIRECTOR COMPENSATION REPORT FOR COMPARABLE SALARIES OF OTHER ASSOCIATION EXECUTIVE DIRECTORS. THE BOARD REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION AND THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR REVIEWING AND APPROVING THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES. THE EXECUTIVE DIRECTOR'S COMPENSATION PROCESS IS DOCUMENTED IN THE BOARD MINUTES AND THE LAST REVIEW TOOK PLACE IN APRIL 2020. 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 284,531. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 284,531. CONTRACT STAFF: PROGRAM SERVICE EXPENSES 22,338. MANAGEMENT AND GENERAL EXPENSES 7,640. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,978. HR SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,903. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,903. CONSULTANT SERVICES: PROGRAM SERVICE EXPENSES 393,684. MANAGEMENT AND GENERAL EXPENSES 64,915. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 458,599. SUB CONTRACT: PROGRAM SERVICE EXPENSES 23,040. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,040.