2019-05-01T18:48:49-05:00 2018-06-30 420714325 RSM US LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 20878 990 2017-07-01 131932384 NATIONAL COUNCIL ON AGING INC NATI 5715274001 251 18TH ST S NO 500 ARLINGTON VA 22202 DONNA WHITT CHIEF FINANCIAL OFFICER 5715274001 2019-04-30 1 WILLIAM E TURCO CPA P00369217 3012963600 66.98.98.9 2019-04-30 20:00:28 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 00BFBB601F26E6691F3C42FDB75EEBE807206D5E 2017 2019-02-21 02:37:17Z NCOA JAMES P FIRMAN 251 18TH ST S NO 500 ARLINGTON VA 22202 64883173 0 X WWW.NCOA.ORG X 1960 NY IMPROVING THE LIVES OF MILLIONS OF OLDER ADULTS, ESPECIALLY THOSE WHO ARE STRUGGLING. 17 17 1461 17 0 37780 44018373 61787580 5282547 3017879 62276 77714 0 0 49363196 64883173 23756975 31354829 0 0 10475110 10816011 0 0 452370 17821651 16854216 52053736 59025056 -2690540 5858117 12169087 19045170 8141830 9091897 4027257 9953273 X NATIONAL COUNCIL ON AGING (NCOA) IS A NONPROFIT SERVICE AND ADVOCACY ORGANIZATION HEADQUARTERED IN ARLINGTON, VA. OUR MISSION IS TO IMPROVE THE LIVES OF MILLIONS OF OLDER ADULTS, ESPECIALLY THOSE WHO ARE STRUGGLING. (CONTINUED ON SCHEDULE 0)NCOA IS A NATIONAL VOICE FOR OLDER ADULTS, ESPECIALLY THOSE WHO ARE VULNERABLE AND DISADVANTAGED, AND THE ORGANIZATIONS THAT SERVE THEM. WE BRING TOGETHER NON-PROFIT ORGANIZATIONS, BUSINESSES AND GOVERNMENT TO DEVELOP CREATIVE SOLUTIONS THAT IMPROVE THE LIVES OF ALL OLDER ADULTS. 0 0 37299508 26143434 WORKFORCE DEVELOPMENT:SERVICES AND SUPPORTS TO INCREASE OLDER ADULTS' PARTICIPATION IN MEANINGFUL AND REWARDING PAID EMPLOYMENT. 11154917 4848065 ACCESS TO BENEFITS:SERVICES AND SUPPORTS TO INCREASE OLDER ADULTS' ACCESS TO PUBLIC AND PRIVATE BENEFITS AND RESOURCES THAT IMPROVE THE QUALITY OF THEIR LIVES IN COMMUNITIES NATIONWIDE. 2247719 32000 HEALTHY AGING PROGRAMS:SUPPORTING THE EXPANSION AND SUSTAINABILITY OF EVIDENCE-BASED HEALTH PROMOTION AND DISEASE PREVENTION PROGRAMS IN THE COMMUNITY AND ONLINE THROUGH COLLABORATION WITH NATIONAL, STATE, AND COMMUNITY PARTNERS. OUR GOAL IS TO HELP OLDER ADULTS LIVE LONGER AND HEALTHIER LIVES. 1599935 3017879 RETIREMENT EDUCATION PROGRAMS 1560915 226330 AGING MASTERY PROGRAM 657976 PUBLIC POLICY & ADVOCACY 499040 MEMBERSHIP SERVICES AND OUTREACH 427663 105000 ECONOMIC SECURITY ISSUES 374377 HOME EQUITY PROGRAMS 6721 HEALTHY AGING SOCIAL ENTERPRISES 3278 NEW BUSINESS DEVELOPMENT 5129905 331330 3017879 55832049 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 264 0 1 1461 1 1 1 0 0 0 0 1 1 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR AZ CA CO CT DC FL GA IL KS KY MA MD ME MI MS MN NC ND NJ NH NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X DONNA WHITT CHIEF FINANCIAL OFFICE 5715273900 251 18TH STREET S SUITE 500 ARLINGTON VA 22202 JAMES KNICKMAN CHAIR 1.00 X X 0 0 0 SUNDER JOSHI TREASURER AND SECRETARY 1.00 X 0 0 0 CAROL ZERNIAL IMMED PAST CHAIR 1.00 X X 0 0 0 RICHARD BROWDIE DIRECTOR 1.00 X 0 0 0 ROBERT BLANCATO DIRECTOR 1.00 X 0 0 0 JOSEFINA CARBONELL DIRECTOR 1.00 X 0 0 0 HEATHER DUPRE DIRECTOR 1.00 X 0 0 0 JULIE GOONEWARDENE DIRECTOR 1.00 X 0 0 0 LYNN FIELDS HARRIS DIRECTOR 1.00 X 0 0 0 MARK MCCLELLAN DIRECTOR 1.00 X 0 0 0 KATHY GREENLEE DIRECTOR 1.00 X 0 0 0 DAVID SIDWELL DIRECTOR 1.00 X 0 0 0 JUNE SIMMONS DIRECTOR 1.00 X 0 0 0 CASS WHEELER DIRECTOR 1.00 X 0 0 0 CAROLYN BUCK-LUCE DIRECTOR-NCOA SVCS LLC 1.00 X 0 0 0 STEVE SWENDIMAN DIRECTOR-NCOA SVCS LLC 1.00 X 0 0 0 PETER ZEIBELMAN DIRECTOR-NCOA SVCS LLC 1.00 X 0 0 0 JAMES FIRMAN CEO AND PRESIDENT-NCOA 37.50 X 311828 0 46834 JAY GREENBERG CEO & PRESIDENT-NCOA SVCS LLC 37.50 X 327384 0 30235 ANNA M CHAVEZ SR. VP AND CSO 37.50 X 179610 0 29723 DONNA WHITT SENIOR VP AND CFO 37.50 X 232569 0 13454 HOWARD BEDLIN VICE PRESIDENT 37.50 X 225670 0 43051 RINA PENNACCHIA VICE PRESIDENT 37.50 X 190309 0 23097 MARLENE SCHNEIDER VICE PRESIDENT 37.50 X 172260 0 21539 NAOMI HART SENIOR DIRECTOR 37.50 X 226909 0 39232 DIANNA CAMPBELL SENIOR DIRECTOR 37.50 X 167519 0 12007 2034058 0 259172 31 0 1 0 M&R STRATEGIC SERVICES INC 1901 L STREET NW 800 WASHINGTON DC 20036 MARKETING CONSULTING 415976 LEVIATHAN TECHNOLOGY GROUP INC 425 EAST 74TH ST 2C NEW YORK NY 10021 IT CONSULTING 291775 HYATT REGENCY WASHINGTON 400 NEW JERSEY AVE NW WASHINGTON DC 20001 CONFERENCE 200645 SWIFT MARKETING & FULFILLMENT SVCS INC 1A GLENWOOD AVE LYNBROOK NY 11563 MARKETING & FULFILLMENT 195754 ECHODITTO INC 240 ELM STREET 2ND FLOOR SOMERVILLE MA 02144 COMMUNICATIONS CONSULTING 176100 12 179374 49942171 11666035 61787580 RETIREMENT ED PROGRAMS 900099 3017879 3017879 3017879 77714 77714 64883173 3017879 0 77714 31354829 31354829 1306569 1047215 217584 41770 7197589 5685181 1268829 243579 322787 284614 32025 6148 1423779 1207530 181421 34828 565287 438424 106431 20432 59631 41885 17746 80927 80927 28473 28473 4851882 4413168 432450 6264 768234 715773 26792 25669 787768 744180 20234 23354 971824 804186 139036 28602 665125 576490 75831 12804 346760 279981 63410 3369 133962 126550 3441 3971 58884 28130 30754 TRAINING - ENROLLEE 7419275 7419275 OTHER COSTS 679662 663094 15253 1315 UNALLOWABLE 1809 1544 265 59025056 55832049 2740637 452370 3184976 4604425 130299 131508 5237586 10565396 27322 55226 22978 62999 176422 290777 3201888 2327283 1008567 874605 2379820 2455914 1117 4320 12169087 19045170 2744762 4009742 51053 5346015 5082155 8141830 9091897 X 639085 885110 3388172 9068163 4027257 9953273 12169087 19045170 X 5858117 67899 X 0 1 X 1 1 1 X 37249518 42523515 44115371 44018373 61787580 229694357 37249518 42523515 44115371 44018373 61787580 229694357 2847293 226847064 52980 59702 61827 62276 77714 314499 230008856 17499943 0.98630 0.99850 X 1030 19578 20608 59004448 59025056 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 14700 11441 33061 20608 79810 250000 250000 250000 250000 1000000 1500000 735 572 1653 1030 3990 2050448 1276049 774399 159665 159665 0 991775 891569 100206 874605 1000 F FJC AGENCY LOAN FUND 2454914 F 2455914 ACCRUED PENSION COSTS 3940953 DEFERRED RENT 1141202 5082155 X 64854700 0 64854700 28473 28473 64883173 58970436 -26147 -26147 58996583 28473 28473 59025056 PART X, LINE 2: NCOA IS EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS SUCH, NCOA IS TAXED ONLY ON ITS UNRELATED BUSINESS INCOME. NO PROVISION FOR INCOME TAXES WAS REQUIRED FOR FISCAL YEARS 2018 AND 2017. NCOA IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION BY THE INTERNAL REVENUE SERVICE. THE CORPORATION IS A FOR-PROFIT ENTITY WHICH HAD NO SIGNIFICANT INCOME OR LOSS FOR THE FISCAL YEARS ENDED JUNE 30, 2018 AND 2017. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX POSITIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2015. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITY EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 3,203. REVERSAL PRIOR YEAR GRANTS/REFUNDS -29,350. 1 ADELANTE DEVLOPMENT CENTER 3900 OSUNA RD NE ALBUQUERQUE NM 87109 850262072 501(C)(3) 67500 SUPPORT AGEOPTIONS 1048 LAKE STREET SUITE 300 OAK PARK IL 60301 362806193 501(C)(3) 68500 SUPPORT AGESMART COMMUNITY RESOURCES 2365 COUNTRY ROAD BELLEVILLE IL 62221 370986597 501(C)(3) 45000 SUPPORT AGING & LONG TERM CARE OF EASTERN WASHINGTON 1222 NORTH POST ST SPOKANE WA 99201 911017706 501(C)(3) 45000 SUPPORT ALIVIO MEDICAL CENTER INC 966 WEST 21ST STREET CHICAGO IL 60608 363661051 501(C)(3) 67500 SUPPORT ALLIANCE FOR AGING INC 760 NW 107TH AVE SUITE 214 MIAMI FL 33172 650101947 501(C)(3) 45000 SUPPORT AMERICAN ASSOCIATION ON HEALTH AND DISABILITY 110 N WASINGTON STREET SUITE 328-J ROCKVILLE MD 20850 521864887 501(C)(3) 7500 SUPPORT ANCHORAGE SENIOR ACTIVITY CENTER 1300 EAST 19TH AVE ANCHORAGE AK 99501 920086821 501(C)(3) 20000 SUPPORT AREA AGENCY ON AGING OF PALM BEACH TREASURE COAST INC 4400 N CONGRESS AVENUE WEST PALM BEACH FL 33407 650087858 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THEN, DURING THE GRANT PERIOD NCOA REQUIRES PERIODIC PROJECT REPORTING FROM EACH SUCH GRANTEE, WHICH WILL INCLUDE EXPLANATIONS FOR VARIANCES TO THEIR PROJECT BUDGETS. NCOA RESERVES THE RIGHT TO CONDUCT INDEPENDENT AUDITS OF ALL GRANTEES AND OBTAINS COPIES OF EACH ORGANIZATION'S FINANCIAL STATEMENTS AND A-133 AUDITS/UNIFORM GUIDANCE REPORTS AS APPROPRIATE. X X X X X 0 0 0 0 0 0 0 1 0 JAMES FIRMAN CEO AND PRESIDENT-NCOA 292677 0 17674 0 1477 0 16200 0 32223 0 360251 0 0 0 JAY GREENBERG CEO & PRESIDENT-NCOA SVCS LLC 279054 0 46200 0 2130 0 16200 0 15800 0 359384 0 0 0 ANNA M CHAVEZ SR. VP AND CSO 177436 0 2058 0 116 0 11034 0 20724 0 211368 0 0 0 DONNA WHITT SENIOR VP AND CFO 223995 0 7891 0 683 0 13454 0 2129 0 248152 0 0 0 HOWARD BEDLIN VICE PRESIDENT 192576 0 32411 0 683 0 12417 0 34954 0 273041 0 0 0 RINA PENNACCHIA VICE PRESIDENT 181428 0 6751 0 2130 0 11156 0 12350 0 213815 0 0 0 MARLENE SCHNEIDER VICE PRESIDENT 165565 0 6250 0 445 0 10199 0 13839 0 196298 0 0 0 NAOMI HART SENIOR DIRECTOR 175061 0 51762 0 86 0 11198 0 32585 0 270692 0 0 0 DIANNA CAMPBELL SENIOR DIRECTOR 162685 0 4730 0 104 0 10007 0 6242 0 183768 0 0 0 PART I, LINE 7 BONUS PAYMENTS WERE BASED ON MEETING INDIVIDUAL AND ORGANIZATION GOALS. FORM 990, PAGE 1, LINE 5, NUMBER OF EMPLOYEES NCOA/NCOAS HAD 94 EMPLOYEES DURING CALENDAR YEAR-END 2017; THERE WERE ALSO 1,367 W-2S SENT TO ENROLLES OF U.S. GOVT. GRANT PROGRAMS THAT ARE INCLUDED FOR THE TOTAL OF 1,461 REPORTED IN PART V LINE 2A. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARES THE 990 WHICH IS REVIEWED AND APPROVED BY THE MANAGEMENT AND THE AUDIT COMMITTEE, A SUBCOMMITTEE OF THE NCOA BOARD. THE FULL NCOA BOARD IS SENT A COPY BY EMAIL BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ANNUALLY CONFIRM UNDER THE CONFLICT OF INTEREST POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION B, LINE 15 NCOA (PARENT) CEO COMPENSATION IS APPROVED BY A COMMITTEE OF THE BOARD AFTER STUDYING SURVEYS AND COMPARABLE COMPENSATION AT LIKE ORGANIZATIONS. THE NCOA SERVICES, LLC (SINGLE MEMBER LLC) ALSO HAS A CEO AND THE LLC BOARD APPROVES THAT PERSON'S COMPENSATION. THERE IS ALSO A FORMAL PROCESS FOR ANNUAL PERFORMANCE APPRAISALS AND COMPENSATION REVIEWS FOR THE TWO CEO'S AS WELL AS ALL KEY EMPLOYEES WHICH DOES INCLUDE MULTIPLE LEVEL REVIEWS, COMPARING TO MARKET BENCHMARKS AND GAINING BOARD APPROVAL FOR TOTAL BUDGETED COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 NCOA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS AND THE ANNUAL FORM 990S ARE ALSO PROVIDED IN A LINK FROM NCOA'S WEBSITE. FORM 990, PART XI, LINE 9: PENSION-RELATED CHANGES OTHER THAN NET PERIODIC COST 38,549. REVERSAL PRIOR YEAR GRANTS/REFUNDS 29,350. NCOA SERVICES LLC 251 18TH STREET SOUTH STE 500 ARLINGTON VA 22202 463856522 RETIREMENT EDUCATION PROGRAMS DE 3017879 3384651 NATIONAL COUNCIL ON AGING INC NCOA DEVELOPMENT CORP 251 18TH STREET SOUTH STE 500 ARLINGTON VA 22202 521926577 PROCESS GRANT DC NATIONAL COUNCIL ON THE AGING INC C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0