NATIONAL COUNCIL ON AGING INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL COUNCIL ON AGING INC (EIN 13-1932384)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-09
- IRS object ID
- 201801299349300010
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-09T07:09:53-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9737 Washingtonian Blvd 400 | AddressLine1Txt |
| City | Gaithersburg | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20878 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131932384 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL COUNCIL ON THE AGING INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 5715273900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 18th Street South No 500 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONNA WHITT | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 5715273900 | PhoneNum |
| Signature | 2018-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM E TURCO CPA | PreparerPersonNm |
| PTIN | P00369217 | PTIN |
| Phone | 3012963600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-08 | IPDt |
| IP Tm | 20:00:01 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B807BA4C69A73CA6C24C1450FD5847F62F078646 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C19F5D3F195EC13517A150B69ABBCB37DF598FBC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NCOA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES P FIRMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 18th Street South No 500 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $49,363,196 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NCOA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | Improving the lives of millions of older adults, especially those who are struggling. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 1270 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $44,115,371 | PYContributionsGrantsAmt |
| CY Contributions Grants | $44,018,373 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,518,999 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,282,547 | CYProgramServiceRevenueAmt |
| PY Investment Income | $61,827 | PYInvestmentIncomeAmt |
| CY Investment Income | $62,276 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $48,696,197 | PYTotalRevenueAmt |
| CY Total Revenue | $49,363,196 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $20,750,741 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $23,756,975 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,989,454 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,475,110 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $385,317 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,949,130 | PYOtherExpensesAmt |
| CY Other Expenses | $17,821,651 | CYOtherExpensesAmt |
| PY Total Expenses | $45,689,325 | PYTotalExpensesAmt |
| CY Total Expenses | $52,053,736 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,006,872 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,690,540 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,266,265 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,169,087 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,377,438 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,141,830 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,888,827 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,027,257 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $30,256,111 | ExpenseAmt |
| Grant | $19,567,652 | GrantAmt |
| Desc | Workforce Development:Services and supports to increase older adults' participation in meaningful and rewarding paid employment. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,130,824 | ExpenseAmt |
| Grant | $3,581,036 | GrantAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,362,239 | ExpenseAmt |
| Revenue | $5,282,547 | RevenueAmt |
| Desc | Retirement Education Programs:Under a new "controlled" entity, NCOA Services LLC (a single member LLC organized under the laws of the State of Delaware) provides an educational website to help older Americans with decisions they need to make regarding Medicare and other benefits related options. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (8 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $2,079,104 | $145,500 | Healthy Aging Programs |
| $1,567,114 | $382,787 | Aging Mastery Program |
| $480,644 | Healthy Aging Social Enterprises | |
| $417,336 | Home Equity Programs | |
| $284,948 | $80,000 | Economic Security Initiatives |
| $393,771 | Public Policy & Advocacy | |
| $333,759 | Membership Services and Outreach | |
| $7,699 | New Business Development |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,564,375 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $608,287 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $49,313,549 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 233 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1270 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Donna Whitt Chief Financial Officer | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5715273900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 18th Street South No 500 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| James Knickman | ||||||||
| Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Sunder Joshi | ||||||||
| Treasurer and Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Carol Zernial | ||||||||
| Immed Past Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Richard Browdie | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert Blancato | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Josefina Carbonell | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Heather Dupre | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Julie Goonewardene | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Lynn Fields Harris | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mark McClellan | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| David Sidwell | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| June Simmons | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Cass Wheeler | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Carolyn Buck-Luce | ||||||||
| Director-NCOA Services LLC | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Steve Swendiman | ||||||||
| Director-NCOA Services LLC | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Peter Zeibelman | ||||||||
| Director-NCOA Services LLC | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| James Firman | ||||||||
| CEO and President-NCOA | 37.50 | Yes (X) | $293,838 | $0 | $47,720 | |||
| Jay Greenberg | ||||||||
| CEO and President-NCOA Services, LLC | 37.50 | Yes (X) | $268,615 | $0 | $30,008 | |||
| Donna Whitt | ||||||||
| Senior VP/CFO | 37.50 | Yes (X) | $229,095 | $0 | $12,841 | |||
| Wendy Zenker | ||||||||
| Sr. Vice President | 37.50 | $157,501 | $0 | $10,431 | Yes (X) | |||
| Howard Bedlin | ||||||||
| Vice President | 37.50 | $215,212 | $0 | $39,127 | Yes (X) | |||
| Rina Pennacchia | ||||||||
| Vice President | 37.50 | $178,443 | $0 | $23,376 | Yes (X) | |||
| Marlene Schneider | ||||||||
| Vice President | 37.50 | $163,665 | $0 | $22,496 | Yes (X) | |||
| Naomi Hart | ||||||||
| Senior Director | 37.50 | $159,576 | $0 | $28,546 | Yes (X) | |||
| Susan Stiles | ||||||||
| Senior Director | 37.50 | $146,774 | $0 | $29,942 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,812,719 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $244,487 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 25 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Leviathan Technology Group Inc | |||||
| 425 East 74th St 2C | New York | NY | 10021 | IT Consulting | $324,950 |
| Swift Marketing & Fulfillment Svcs Inc | |||||
| 1A Glenwood Ave | Lynbrook | NY | 11563 | Marketing & Fulfillment | $255,267 |
| M&R Strategic Services Inc | |||||
| 1901 L Street NW - Suite 800 | Washington | DC | 20036 | Marketing Consulting | $207,980 |
| Housing Options Provided for the Elderly | |||||
| 4265 Shaw Blvd | St Louis | MO | 63110 | Counseling Consulting | $186,350 |
| Springbox | |||||
| 708 Colorado St | Austin | TX | 78701 | IT Consulting | $176,660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $170,025 | MembershipDuesAmt |
| Government Grants | $40,855,858 | GovernmentGrantsAmt |
| All Other Contributions | $2,992,490 | AllOtherContributionsAmt |
| Total Contributions | $44,018,373 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Retirement ed programs | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,282,547 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,282,547 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,282,547 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,276 | TotalRevenueColumnAmt |
| Exclusion | $62,276 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,363,196 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,282,547 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $62,276 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,756,975 | TotalAmt |
| Program Services | $23,756,975 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,197,956 | TotalAmt |
| Program Services | $1,070,216 | ProgramServicesAmt |
| Management And General | $107,647 | ManagementAndGeneralAmt |
| Fundraising | $20,093 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,322,212 | TotalAmt |
| Program Services | $4,920,527 | ProgramServicesAmt |
| Management And General | $1,181,205 | ManagementAndGeneralAmt |
| Fundraising | $220,480 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,227 | TotalAmt |
| Program Services | $295,014 | ProgramServicesAmt |
| Management And General | $29,674 | ManagementAndGeneralAmt |
| Fundraising | $5,539 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,036,675 | TotalAmt |
| Program Services | $1,819,501 | ProgramServicesAmt |
| Management And General | $183,013 | ManagementAndGeneralAmt |
| Fundraising | $34,161 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $588,040 | TotalAmt |
| Program Services | $473,653 | ProgramServicesAmt |
| Management And General | $96,394 | ManagementAndGeneralAmt |
| Fundraising | $17,993 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,879 | TotalAmt |
| Program Services | $139,423 | ProgramServicesAmt |
| Management And General | $38,456 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,138 | TotalAmt |
| Management And General | $70,138 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,269 | TotalAmt |
| Management And General | $27,269 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,512,826 | TotalAmt |
| Program Services | $5,242,738 | ProgramServicesAmt |
| Management And General | $265,629 | ManagementAndGeneralAmt |
| Fundraising | $4,459 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $708,569 | TotalAmt |
| Program Services | $644,706 | ProgramServicesAmt |
| Management And General | $45,423 | ManagementAndGeneralAmt |
| Fundraising | $18,440 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560,903 | TotalAmt |
| Program Services | $529,302 | ProgramServicesAmt |
| Management And General | $18,175 | ManagementAndGeneralAmt |
| Fundraising | $13,426 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $945,594 | TotalAmt |
| Program Services | $797,270 | ProgramServicesAmt |
| Management And General | $121,203 | ManagementAndGeneralAmt |
| Fundraising | $27,121 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $736,248 | TotalAmt |
| Program Services | $696,165 | ProgramServicesAmt |
| Management And General | $32,448 | ManagementAndGeneralAmt |
| Fundraising | $7,635 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,736 | TotalAmt |
| Program Services | $375,651 | ProgramServicesAmt |
| Management And General | $29,077 | ManagementAndGeneralAmt |
| Fundraising | $8,008 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,972 | TotalAmt |
| Program Services | $169,832 | ProgramServicesAmt |
| Management And General | $5,832 | ManagementAndGeneralAmt |
| Fundraising | $4,308 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,182 | TotalAmt |
| Program Services | $22,654 | ProgramServicesAmt |
| Management And General | $80,528 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Training - enrollee | $7,333,974 | $7,333,974 | ||
| OTHER COSTS | $1,050,542 | $1,024,201 | $22,759 | $3,582 |
| Unallowable | $1,819 | $1,747 | $72 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,053,736 | TotalAmt |
| Program Services | $49,313,549 | ProgramServicesAmt |
| Management And General | $2,354,870 | ManagementAndGeneralAmt |
| Fundraising | $385,317 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,440,254 | BOYAmt |
| EOY | $3,184,976 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,013 | BOYAmt |
| EOY | $130,299 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,890,618 | BOYAmt |
| EOY | $5,237,586 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,621 | BOYAmt |
| EOY | $27,322 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,245 | BOYAmt |
| EOY | $22,978 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,907 | BOYAmt |
| EOY | $176,422 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,201,889 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,193,322 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,148,984 | BOYAmt |
| EOY | $1,008,567 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,317,910 | BOYAmt |
| EOY | $2,379,820 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,713 | BOYAmt |
| EOY | $1,117 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,266,265 | BOYAmt |
| EOY | $12,169,087 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,956,484 | BOYAmt |
| EOY | $2,744,762 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,053 | BOYAmt |
| EOY | $51,053 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,369,901 | BOYAmt |
| EOY | $5,346,015 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,377,438 | BOYAmt |
| EOY | $8,141,830 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,593 | BOYAmt |
| EOY | $639,085 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,817,234 | BOYAmt |
| EOY | $3,388,172 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,888,827 | BOYAmt |
| EOY | $4,027,257 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,266,265 | BOYAmt |
| EOY | $12,169,087 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,690,540 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$171,030 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,693,490 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,249,518 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,523,515 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,115,371 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,018,373 | CurrentTaxYearAmt |
| Total | $208,600,267 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,693,490 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,249,518 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,523,515 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,115,371 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,018,373 | CurrentTaxYearAmt |
| Total | $208,600,267 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $208,600,267 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $86,984 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,980 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,702 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,827 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,276 | CurrentTaxYearAmt |
| Total | $323,769 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $208,924,036 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $14,482,149 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99850 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99820 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,653 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $31,408 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $33,061 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $52,043,961 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $52,077,022 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $11,475 | CurrentYearMinus3Amt |
| Current Year Minus2 | $14,700 | CurrentYearMinus2Amt |
| Current Year Minus1 | $11,441 | CurrentYearMinus1Amt |
| Current Year | $33,061 | CurrentYearAmt |
| Total | $70,677 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $574 | CurrentYearMinus3Amt |
| Current Year Minus2 | $735 | CurrentYearMinus2Amt |
| Current Year Minus1 | $572 | CurrentYearMinus1Amt |
| Current Year | $1,653 | CurrentYearAmt |
| Total | $3,534 | TotalAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,050,449 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,177,306 | DepreciationAmt |
| Book Value | $873,143 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $159,665 | OtherCostOrOtherBasisAmt |
| Depreciation | $149,077 | DepreciationAmt |
| Book Value | $10,588 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $991,775 | OtherCostOrOtherBasisAmt |
| Depreciation | $866,939 | DepreciationAmt |
| Book Value | $124,836 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,008,567 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $1,000 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FJC AGENCY LOAN FUND | Desc |
| Book Value | $2,378,820 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,379,820 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PENSION COSTS | $4,146,877 |
| Deferred rent | $1,199,138 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,346,015 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $49,335,927 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $49,335,927 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $27,269 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $27,269 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $49,363,196 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $52,026,467 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $52,026,467 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $27,269 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $27,269 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $52,053,736 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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 2017 and 2016. 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, 2017 and 2016. 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 2014. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (111 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Adelante Devlopment Center | ||||||||
| 3900 Osuna Rd NE | Albuquerque | NM | 87109 | 850262072 | 501(C)(3) | $34,000 | Support | |
| AgeOptions | ||||||||
| 1048 Lake Street Suite 300 | Oak Park | IL | 60301 | 362806193 | 501(C)(3) | $39,000 | Support | |
| Alivio Medical Center Inc | ||||||||
| 966 West 21st Street | Chicago | IL | 60608 | 363661051 | 501(C)(3) | $90,000 | Support | |
| American Association on Health and Disability | ||||||||
| 110 N Wasington Street Suite 328-J | Rockville | MD | 20850 | 521864887 | 501(C)(3) | $11,500 | Support | |
| Area Agency on Aging of Palm Beach Treasure Coast Inc | ||||||||
| 4400 N Congress Avenue | West Palm Beach | FL | 33407 | 650087858 | 501(C)(3) | $90,000 | Support | |
| Asian Pacific Community In Action | ||||||||
| 4520 N Central Avenue Suite 380 | Phoenix | AZ | 85012 | 753040117 | 501(C)(3) | $90,000 | Support | |
| Asian Services in Action Inc | ||||||||
| 3631 Perkins Ave Suite 2A-W | Cleveland | OH | 44114 | 341798850 | 501(C)(3) | $45,000 | Support | |
| Atlanta Community Food | ||||||||
| 732 Joseph E Lowery Blvd NW | Atlanta | GA | 30318 | 581376648 | 501(C)(3) | $37,500 | Support | |
| Bainbridge Island | ||||||||
| 7666 High School Rd NE | Bainbridge Island | WA | 98110 | 383731374 | 501(C)(3) | $6,000 | Support | |
| Baltimore City Commission Aging & Retire | ||||||||
| 417 E Fayette St 6th Floor | Baltimore | MD | 21202 | State/City | $20,000 | Support | ||
| Banner Olive Branch Senior Center | ||||||||
| 11250 N 107th Ave | Sun City | AZ | 85351 | 450233470 | 501(C)(3) | $34,000 | Support | |
| Benefits Data Trust | ||||||||
| 2 Logan Square Suite 550 | Philadelphia | PA | 19103 | 203455598 | 501(C)(3) | $213,000 | Support | |
| Benton Franklin Community | ||||||||
| 720 W Court Street | Pasco | WA | 99301 | 910792238 | 501(C)(3) | $6,000 | Support | |
| Big Sandy Area Community Action Program Inc | ||||||||
| 2nd Floor Johnson County Courthouse | Paintsville | KY | 41240 | 610653946 | 501(C)(3) | $490,461 | Support | Courthouse |
| Cambodian Association of Greater PA Inc | ||||||||
| 5412 North 5th Street | Philadelphia | PA | 19120 | 232169935 | 501(C)(3) | $90,000 | Support | |
| Carter Burden Center for the Aging | ||||||||
| 1484 First Avenue | New York | NY | 10021 | 237129499 | 501(C)(3) | $7,500 | Support | |
| Catholic Charities Archdioscese of New Orleans | ||||||||
| 1000 Howard Ave Suite 200 | New Orleans | LA | 70113 | 720408911 | 501(C)(3) | $45,000 | Support | |
| Catholic Charities of The Dioscese of Winona | ||||||||
| 111 Market Street Suite 2 | Winona | MN | 55987 | 410721636 | 501(C)(3) | $6,000 | Support | |
| Catholic Community Services of Northern Nevada | ||||||||
| 500 East 4th Street | Reno | NV | 89512 | 880339754 | 501(C)(3) | $153,000 | Support | |
| Catholic Health Initiatives Co Foundation | ||||||||
| 11600 W 2nd Place | Lakewood | CO | 80228 | 840902211 | 501(C)(3) | $40,000 | Support | |
| Center For African American Health | ||||||||
| 3601 Martin Luther King Jr Blvd | Denver | CO | 80205 | 841477546 | 501(C)(3) | $8,499 | Support | |
| Center For Independence of the Disabled in New York Inc | ||||||||
| 841 Broadway Suite 301 | New York | NY | 10003 | 132984549 | 501(C)(3) | $34,000 | Support | |
| Center in the Park | ||||||||
| 58818 Germantown Ave | Philadelphia | PA | 19144 | 231919016 | 501(C)(3) | $6,998 | Support | |
| Central West Virginia Aging Services Inc | ||||||||
| 8 Spring Street PO Box 186 | Buckhannon | WV | 36201 | 550613613 | State/City | $373,149 | Support | |
| Centura Health LINKS | ||||||||
| 1170 Kelly Johnson Blvd | Colorado Springs | CO | 80920 | 840902211 | 501(C)(3) | $10,000 | Support | |
| Chinese Community Center Inc | ||||||||
| 9800 Town Park Drive | Houston | TX | 77036 | 760067885 | 501(C)(3) | $34,000 | Support | |
| City of Fitchburg WI | ||||||||
| 5520 Lacy Rd | Fitchburg | WI | 53711 | 396005889 | State/City | $6,000 | Support | |
| City of Lynnwood WA | ||||||||
| PO Box 5008 | Lynnwood | WA | 98046 | 916015840 | State/City | $6,000 | Support | |
| City of Oak Harbor WA | ||||||||
| 865 SE Barrington Drive | Oak Harbor | WA | 98277 | 916001476 | State/City | $6,000 | Support | |
| City of Owatonna MN | ||||||||
| 540 West Hills Circle | Owatonna | MN | 55060 | 416005444 | State/City | $6,000 | Support | |
| Consortium For Older Adult Wellness | ||||||||
| 2575 S Wadsworth Blvd | Lakewood | CO | 80227 | 260799248 | 501(C)(3) | $10,000 | Support | |
| Council on Aging-Orange County | ||||||||
| 1971 E 4th St Suite 200 | Santa Ana | CA | 92705 | 952874089 | 501(C)(3) | $40,000 | Support | |
| County of Barron WI | ||||||||
| 335 E Monroe Ave | Barron | WI | 54812 | 396005668 | State/City | $12,000 | Support | |
| Crispus Attucks Association | ||||||||
| 605 South Duke Street | York | PA | 17401 | 231365320 | 501(C)(3) | $665,349 | Support | |
| Door County YMCA Inc | ||||||||
| 1900 Michigan Street | Sturgeon Bay | WI | 54235 | 391738982 | State/City | $6,000 | Support | |
| Duke University | ||||||||
| 2200 W Main St Suite 820 | Durham | NC | 27705 | 560532129 | 501(C)(3) | $29,000 | Support | |
| East River Family Strengthening Collaborative Inc | ||||||||
| 3917 Minnesota Ave NE | Washington | DC | 20019 | 522277915 | 501(C)(3) | $7,750 | Support | |
| Edmonds Senior Center | ||||||||
| PO Box 717 220 Railroad Avenue | Edmonds | WA | 98020 | 910828576 | 501(C)(3) | $8,000 | Support | |
| Elder Law of Michigan Inc | ||||||||
| 3815 W St Joseph Ste C-200 | Lansing | MI | 48917 | 382906530 | 501(C)(3) | $44,000 | Support | |
| Elder Svcs of the Merrimack Valley Inc | ||||||||
| 280 Merrimack Street Suite 400 | Lawrence | MA | 01843 | 042541536 | 501(C)(3) | $6,000 | Support | |
| ElderSource | ||||||||
| 4160 Woodcock Dr 2nd Floor | Jacksonville | FL | 32207 | 591569867 | 501(C)(3) | $34,000 | Support | |
| Family Health Centers of San Diego Inc | ||||||||
| 823 Gateway Center Way | San Diego | CA | 92102 | 952833205 | 501(C)(3) | $45,000 | Support | |
| Family Service Agency of San Mateo County | ||||||||
| 24 2nd Ave | San Mateo | CA | 94401 | 941186169 | 501(C)(3) | $1,181,994 | Support | |
| Family Service Agency of San Francisco (for SCSEP) | ||||||||
| 10101 Gough Street | San Francisco | CA | 94109 | 941156530 | 501(C)(3) | $1,124,786 | Support | |
| Feeding The Gulf Coast | ||||||||
| 5248 Mobile South Street | Theodore | AL | 36582 | 630821997 | 501(C)(3) | $108,000 | Support | |
| Family Service Agency of San Francisco (for MIPPA) | ||||||||
| 1500 Franklin Street | San Francisco | CA | 94109 | 941156530 | 501(C)(3) | $90,000 | Support | |
| First in Families of North Carolina | ||||||||
| 3109 University Drive Suite 100 | Durham | NC | 27707 | 460471896 | 501(C)(3) | $70,200 | Support | |
| Friends of the Fond du Lac Senior Center | ||||||||
| 151 East First Street | Fond du Lac | WI | 54935 | 391658681 | 501(C)(3) | $6,000 | Support | |
| Generations United | ||||||||
| 1331 H Street Suite 900 | Washington | DC | 20005 | 311542973 | 501(C)(3) | $20,000 | Support | |
| Georgia Legal Services Program Inc | ||||||||
| 104 Marietta Street Suite 250 | Atlanta | GA | 30303 | 581111590 | 501(C)(3) | $34,000 | Support | |
| Greater Bergen Community Action Inc | ||||||||
| 241 Moore Street | Hackensack | NJ | 07601 | 221818014 | 501(C)(3) | $20,000 | Support | |
| Greater WI Agency on Agin | ||||||||
| 1414 MacArthur Rd Ste A | Madison | WI | 53714 | 391204540 | 501(C)(3) | $30,000 | Support | |
| Green River Area Development District | ||||||||
| 300 Gradd Way | Owensboro | KY | 42301 | 610706096 | 501(C)(3) | $34,000 | Support | |
| Health Insurance Counseling | ||||||||
| 646 County Square Dr 100 | Ventura | CA | 93003 | 956000944 | 501(C)(3) | $34,000 | Support | |
| Howard County Office on Aging | ||||||||
| 6751 Columbia Gateway Drive 2nd | Columbia | MD | 21046 | 526000965 | State/City | $10,000 | Support | Floor |
| Isabella Geriatric Center | ||||||||
| 515 Audobon Ave | New York | NY | 10040 | 133623808 | 501(C)(3) | $34,000 | Support | |
| Jewish Family Services of Atlantic County Inc | ||||||||
| 607 N Jerome Avenue | Margate | NJ | 08402 | 222119902 | 501(C)(3) | $50,000 | Support | |
| Jewish Social Service Agency | ||||||||
| 6123 Montrose Rd | Rockville | MD | 20852 | 530196598 | 501(C)(3) | $10,000 | Support | |
| Klickitat County Senior Services | ||||||||
| 115 W Court Street MS-CH-21 | Goldendale | WA | 98620 | 916001350 | 501(C)(3) | $6,000 | Support | |
| Lake Crystal Area Recreation | ||||||||
| 621 W Nathan | Lake Crystal | MN | 56055 | 411867907 | 501(C)(3) | $6,000 | Support | |
| Legal Aid of North Carolina | ||||||||
| 224 S Dawson Street | Raleigh | NC | 27601 | 311784161 | 501(C)(3) | $10,000 | Support | |
| Legal Aid of the Bluegrass | ||||||||
| 104 East 7th St | Covington | KY | 41011 | 610668572 | 501(C)(3) | $39,000 | Support | |
| Legal Services for the Elderly | ||||||||
| 5 Wabon Street | Augusta | ME | 04330 | 010359131 | 501(C)(3) | $34,000 | Support | |
| Linwood Township | ||||||||
| 22817 Typo Creek Drive | Stacy | MN | 55079 | 411367973 | State/City | $6,000 | Support | |
| Live on NYCouncil on Senior Centers & Services of New York City | ||||||||
| 49 West 45th St 7th Fl | New York | NY | 10036 | 132967277 | 501(C)(3) | $24,000 | Support | |
| LuzemeWyoming AAA | ||||||||
| 111 N Pennsylvania Blvd | WilkesBarre | PA | 18701 | 232660272 | 501(C)(3) | $569,242 | Support | |
| MAC Incorporated | ||||||||
| 909 Progress Circle Suite 100 | Salisbury | MD | 21804 | 520992005 | 501(C)(3) | $10,000 | Support | |
| Medicare Rights Center | ||||||||
| 266 West 37th Street 3rd Floor | New York | NY | 10018 | 133505372 | 501(C)(3) | $233,336 | Support | |
| Mexican American Opportunity Foundation | ||||||||
| 972 S Goodrich Blvd | City of Commerce | CA | 90022 | 952594166 | 501(C)(3) | $45,000 | Support | |
| Minnesota Recreation & Park Association | ||||||||
| 200 Charles Street NE | Fridley | MN | 55432 | 411227555 | 501(C)(3) | $30,000 | Support | |
| Missouri Association of Area Agencies on Aging | ||||||||
| 1121 Business Loop 70E 2A | Columbia | MO | 65201 | 431101962 | State/City | $203,000 | Support | |
| Montana Dept of Public Health & Human Services | ||||||||
| PO Box 4210 | Helena | MT | 59604 | 810302402 | State/City | $50,000 | Support | |
| Mower County Seniors Inc | ||||||||
| 400 3rd Ave NE | Austin | MN | 55912 | 411267614 | State/City | $6,000 | Support | |
| National Association of Area Agencies on Aging | ||||||||
| PO Box 791067 | Baltimore | MD | 21279 | 521052345 | 501(C)(3) | $25,000 | Support | |
| National Association of State United for Aging & Disabilities | ||||||||
| 1201 15th Street NW 350 | Washington | DC | 20005 | 521052345 | 501(C)(3) | $150,000 | Support | |
| New York City Department for the Aging | ||||||||
| 2 Layfayette St | New York | NY | 10007 | 133153550 | State/City | $665,131 | Support | |
| North Central Texas Council of Govts Foundation Inc | ||||||||
| PO Box 5888 | Arlington | TX | 76005 | 756049012 | State/City | $50,000 | Support | |
| University of Louisiana at Monroe | ||||||||
| 700 University Avenue | Monroe | LA | 71209 | 726001695 | 501(C)(3) | $330,227 | Support | |
| Northern Kentucky Community Action Commission | ||||||||
| PO Box 931 | Covington | KY | 41012 | 610667805 | 501(C)(3) | $1,333,362 | Support | |
| Northland Foundation | ||||||||
| 202 W Superior St Suite 610 | Duluth | MN | 55802 | 411554455 | 501(C)(3) | $12,000 | Support | |
| Path Stone | ||||||||
| 400 East Ave | Rochester | NY | 14607 | 160984913 | 501(C)(3) | $7,802,521 | Support | |
| Pima Council on Aging Inc | ||||||||
| 8467 E Broadway Blvd | Tucson | AZ | 85711 | 860251768 | 501(C)(3) | $97,199 | Support | |
| Port Washington Adult Community Center | ||||||||
| 100 W Grand Ave | Port Washington | WI | 53074 | 396005575 | 501(C)(3) | $6,000 | Support | |
| Providence Health Foundation | ||||||||
| 1150 Vamum Street NE | Washington | DC | 20017 | 521275583 | 501(C)(3) | $7,300 | Support | |
| Region VIII Planning & Development Council | ||||||||
| 131 Providence Lane | Petersburg | WV | 26847 | 550531062 | 501(C)(3) | $530,303 | Support | |
| Rio Arriba County | ||||||||
| PO Box 127 | Tierra Amarilla | NM | 87575 | 856000240 | 501(C)(3) | $45,000 | Support | |
| Salt Lake County UT | ||||||||
| 2001 S State Street S1-600 | Salt Lake City | UT | 84190 | 876000316 | State/City | $6,200 | Support | |
| Senior Citizen Svcs Of Greater Tarrant County | ||||||||
| 1400 Circle Drive 300 | Fort Worth | TX | 76119 | 751251339 | 501(C)(3) | $46,200 | Support | |
| Senior Community Outreach | ||||||||
| 840 West Austin Avenue | Alamo | TX | 78516 | 742805842 | 501(C)(3) | $34,000 | Support | |
| Senior Resources | ||||||||
| 4 Broadway 3rd Floor | Norwich | CT | 06360 | 060916608 | 501(C)(3) | $34,000 | Support | |
| Sound Generations | ||||||||
| 2208 Second Ave Suite 100 | Seattle | WA | 98121 | 910823767 | 501(C)(3) | $58,500 | Support | |
| South Alabama Regional Planning | ||||||||
| 110 Beauregard St PO Box 166 | Mobile | AL | 36633 | 630501382 | 501(C)(3) | $42,000 | Support | |
| Southwestern Community Action Council Inc | ||||||||
| 540 Fifth Avenue | Huntington | WV | 25701 | 550488202 | 501(C)(3) | $898,722 | Support | |
| Southwestern Community Action Council Inc - KY | ||||||||
| 540 Fifth Avenue | Huntington | WV | 25701 | 550488202 | 501(C)(3) | $225,062 | Support | |
| State of Connecticut Dept on Aging | ||||||||
| 55 Farmington Avenue 12th Floor | Hartford | CT | 06105 | 462796782 | State/City | $40,000 | Support | |
| State of WV Bureau of Senior Services | ||||||||
| 1900 Kanawha Blvd East | Charleston | WV | 25305 | 550483610 | State/City | $243,000 | Support | |
| Tennessee Justice Center | ||||||||
| 301 Charlotte Ave | Nashville | TN | 37201 | 621630417 | State/City | $45,000 | Support | |
| The Arc Prince George's County | ||||||||
| 1401 McCormick Drive | Largo | MD | 20774 | 520715246 | 501(C)(3) | $40,000 | Support | |
| The CSU Chico Research Foundation | ||||||||
| CSU Chico- Building 25MST | Chico | CA | 95929 | 680386518 | 501(C)(3) | $45,000 | Support | |
| The Legacy Link | ||||||||
| 4080 Mundy Mill Road | Oakwood | GA | 30566 | 582317890 | 501(C)(3) | $2,279,084 | Support | |
| Three Square | ||||||||
| 4190 N Pecos Road | Las Vegas | NV | 89115 | 300396918 | 501(C)(3) | $45,000 | Support | |
| United Cambodian Community | ||||||||
| 2201 E Anaheim St Suite 200 | Long Beach | CA | 90804 | 953442295 | 501(C)(3) | $90,000 | Support | |
| University of Albany | ||||||||
| 1400 Washington Ave UAB 226 | Albany | NY | 12222 | 141503972 | 501(C)(3) | $10,000 | Support | |
| Village Green Foundation | ||||||||
| PO Box 1317 | Kingston | WA | 98346 | 911248571 | 501(C)(3) | $6,000 | Support | |
| Volunteers of America of North Louisiana | ||||||||
| 360 Jordan Street | Shreveport | LA | 71101 | 720506820 | 501(C)(3) | $90,000 | Support | |
| Washington Assn of Area Agencies on Aging | ||||||||
| 2404 Heritage Court SW Suite A | Olympia | WA | 98502 | 943074816 | 501(C)(3) | $30,000 | Support | |
| Washington County Commission | ||||||||
| 140 West Franklin Street 4th Floor | Hagerstown | MD | 21740 | 520899001 | State/City | $44,000 | Support | |
| Waushara County Dept of Aging | ||||||||
| PO Box 432 | Wautoma | WI | 54982 | 396005759 | State/City | $6,000 | Support | |
| Western Arizona Council of Aging | ||||||||
| 1235 S Redondo Center Dr | Yuma | AZ | 85364 | 860262126 | State/City | $45,000 | Support | |
| Westmoreland County Community College | ||||||||
| 145 Pavillion Lane | Youngwood | PA | 15697 | 251511934 | 501(C)(3) | $1,098,259 | Support | |
| Westosha Senior Community Center | ||||||||
| 19200 93rd Street | Bristol | WI | 53104 | 391374836 | 501(C)(3) | $12,000 | Support | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 111 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | NCOA goes through a deliberative process to engage all grantees for various projects. 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| James Firman | ||||||||||||||
| CEO and President-NCOA | $282,519 | $0 | $9,842 | $0 | $1,477 | $0 | $15,900 | $0 | $33,820 | $0 | $343,558 | $0 | $0 | $0 |
| Jay Greenberg | ||||||||||||||
| CEO and President-NCOA Services, LLC | $267,302 | $0 | $0 | $0 | $1,313 | $0 | $15,900 | $0 | $16,155 | $0 | $300,670 | $0 | $0 | $0 |
| Donna Whitt | ||||||||||||||
| Senior VP/CFO | $212,170 | $0 | $16,157 | $0 | $768 | $0 | $12,743 | $0 | $2,745 | $0 | $244,583 | $0 | $0 | $0 |
| Wendy Zenker | ||||||||||||||
| Sr. Vice President | $152,262 | $0 | $4,471 | $0 | $768 | $0 | $9,212 | $0 | $3,578 | $0 | $170,291 | $0 | $0 | $0 |
| Howard Bedlin | ||||||||||||||
| Vice President | $184,000 | $0 | $30,712 | $0 | $500 | $0 | $11,819 | $0 | $32,387 | $0 | $259,418 | $0 | $0 | $0 |
| Rina Pennacchia | ||||||||||||||
| Vice President | $170,896 | $0 | $5,151 | $0 | $2,396 | $0 | $10,602 | $0 | $12,606 | $0 | $201,651 | $0 | $0 | $0 |
| Marlene Schneider | ||||||||||||||
| Vice President | $155,896 | $0 | $7,269 | $0 | $500 | $0 | $9,722 | $0 | $15,345 | $0 | $188,732 | $0 | $0 | $0 |
| Naomi Hart | ||||||||||||||
| Senior Director | $154,093 | $0 | $5,400 | $0 | $83 | $0 | $9,665 | $0 | $22,592 | $0 | $191,833 | $0 | $0 | $0 |
| Susan Stiles | ||||||||||||||
| Senior Director | $142,180 | $0 | $4,318 | $0 | $276 | $0 | $9,029 | $0 | $25,437 | $0 | $181,240 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 7 | FormAndLineReferenceDesc |
| Explanation | Bonus payments were based on meeting individual and organization goals. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, PAGE 1, Line 5, number of employees | NCOA/NCOAS had 101 employees during calendar year-end 2016; There were also 1,169 W-2s sent to enrolles of U.S. Govt. grant programs that are included for the total of 1,270 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 I, LINE 3 & PART VI, SECTION A, LINE 1A, VOTING BOARD MEMBER | DURING FY17, THERE WERE EIGHTEEN VOTING BOARD MEMBERS. ALL VOTING BOARD MEMBERS ARE LISTED IN FORM 990, PART VII. THE NCOA BOARD MEETS IN SEPTEMBER-OCTOBER AND MEMBERS LEAVE AND NEW MEMBERS JOIN. ONE BOARD MEMBER LEFT DURING THIS PERIOD. AT JUNE 30, 2017, THERE WERE ONLY SEVENTEEN VOTING BOARD MEMBERS. |
| Form 990, Part IX, line 11g | Consulting: Program service expenses 4,888,970. Management and general expenses 312,411. Fundraising expenses 4,459. Total expenses 5,205,840. Temporary Labor: Program service expenses 45,022. Management and general expenses 27,337. Fundraising expenses 0. Total expenses 72,359. Payroll Processing: Program service expenses 105,085. Management and general expenses 52,735. Fundraising expenses 0. Total expenses 157,820. Licenses/Fees: Program service expenses 9,744. Management and general expenses 59,608. Fundraising expenses 0. Total expenses 69,352. Honorariums: Program service expenses 6,805. Management and general expenses 650. Fundraising expenses 0. Total expenses 7,455. |
| Form 990, Part XI, line 9: | Pension-related changes other than net periodic cost -171,030. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NCOA Services LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 18th street south ste 500 | AddressLine1Txt |
| City | arlington | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463856522 | EIN |
| Primary Activities | Retirement Education programs | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Total Income | $5,282,546 | TotalIncomeAmt |
| End Of Year Assets | $3,421,729 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL COUNCIL ON AGING Inc | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NCOA DEVELOPMENT CORP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 18th street south ste 500 | AddressLine1Txt |
| City | arlington | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521926577 | EIN |
| Primary Activities | PROCESS GRANT | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL COUNCIL ON THE AGING INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |