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NATIONAL COUNCIL ON AGING INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
NATIONAL COUNCIL ON AGING INC (EIN 13-1932384)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-05-15
IRS object ID
201721359349303622
Schema version
2015v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-15T11:53:40-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19737 WASHINGTONIAN BLVD 400AddressLine1Txt
CityGAITHERSBURGCityNm
State AbbreviationMDStateAbbreviationCd
ZIP208787340ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131932384EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL COUNCIL ON THE AGING INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNATIBusinessNameControlTxt
Phone5715273900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1251 18TH STREET SOUTH NO 500AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDONNA WHITTPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone5715273900PhoneNum
Signature2017-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM E TURCO CPAPreparerPersonNm
PTINP00369217PTIN
Phone3012963600PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1NCOABusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerJAMES P FIRMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1251 18TH STREET SOUTH NO 500AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22202ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$48,696,197GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.NCOA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1960FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionIMPROVING THE LIVES OF MILLIONS OF OLDER ADULTS, ESPECIALLY THOSE WHO ARE STRUGGLING.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee1294TotalEmployeeCnt
Total Volunteers17TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$42,523,515PYContributionsGrantsAmt
CY Contributions Grants$44,115,371CYContributionsGrantsAmt
PY Program Service Revenue$2,888,861PYProgramServiceRevenueAmt
CY Program Service Revenue$4,518,999CYProgramServiceRevenueAmt
PY Investment Income$59,702PYInvestmentIncomeAmt
CY Investment Income$61,827CYInvestmentIncomeAmt
PY Other Revenue-$33,577PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$45,438,501PYTotalRevenueAmt
CY Total Revenue$48,696,197CYTotalRevenueAmt
PY Grants And Similar Paid$20,809,987PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$20,750,741CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$7,951,115PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$8,989,454CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$17,500PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$199,171CYTotalFundraisingExpenseAmt
PY Other Expenses$15,215,634PYOtherExpensesAmt
CY Other Expenses$15,949,130CYOtherExpensesAmt
PY Total Expenses$43,994,236PYTotalExpensesAmt
CY Total Expenses$45,689,325CYTotalExpensesAmt
PY Revenues Less Expenses$1,444,265PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,006,872CYRevenuesLessExpensesAmt
Total Assets BOY$12,759,825TotalAssetsBOYAmt
Total Assets EOY$15,266,265TotalAssetsEOYAmt
Total Liabilities BOY$7,218,213TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,377,438TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,541,612NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,888,827NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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 O).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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$26,769,747ExpenseAmt
Grant$16,837,654GrantAmt
DescWORKFORCE DEVELOPMENT:SERVICES AND SUPPORT TO INCREASE OLDER ADULT'S PARTICIPATION IN MEANINGFUL AND REWARDING PAID EMPLOYMENT.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$6,939,335ExpenseAmt
Grant$2,686,250GrantAmt
DescACCESS TO BENEFITS:SERVICES AND SUPPORT 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

FieldValueIRS element (for citing)
Expense$3,418,609ExpenseAmt
Revenue$3,468,999RevenueAmt
DescRETIREMENT EDUCATION PROGRAMS (FORMERLY MEDICARE EDUCATION PROGRAM):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)

ExpenseExpenseAmtGrantGrantAmtDescDesc
$1,717,706$185,025HEALTHY AGING PROGRAMS
$1,681,120$639,498AGING MASTERY PROGRAM
$993,746$232,314HEALTHY AGING SOCIAL ENTERPRISES
$869,955HOME EQUITY PROGRAMS
$361,929$170,000ECONOMIC SECURITY INITIATIVES
$348,479PUBLIC POLICY & ADVOCACY
$226,343MEMBERSHIP SERVICES AND OUTREACH
$17,860NEW BUSINESS DEVELOPMENT
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$6,217,138TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$1,226,837TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$43,344,829TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document275IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1294EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DONNA WHITT CHIEF FINANCIAL OFFICERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5715273900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1251 18TH STREET SOUTH NO 500AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22202ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
CAROL ZERNIAL
CHAIR1.00Yes (X)Yes (X)$0$0$0
JAMES KNICKMAN
TREASURER AND SECRETARY1.00Yes (X)Yes (X)$0$0$0
RICHARD BROWDIE
IMMED PAST CHAIR1.00Yes (X)Yes (X)$0$0$0
ROBERT BLANCATO
DIRECTOR1.00Yes (X)$0$0$0
JOSEFINA CARBONELL
DIRECTOR1.00Yes (X)$0$0$0
HEATHER DUPRE
DIRECTOR1.00Yes (X)$0$0$0
JULIE GOONEWARDENE
DIRECTOR1.00Yes (X)$0$0$0
LYNN FIELDS HARRIS
DIRECTOR1.00Yes (X)$0$0$0
SUNDER JOSHI
DIRECTOR1.00Yes (X)$0$0$0
MARK MCCLELLAN
DIRECTOR1.00Yes (X)$0$0$0
MAYA ROCKEYMOORE
DIRECTOR1.00Yes (X)$0$0$0
DAVID SIDWELL
DIRECTOR1.00Yes (X)$0$0$0
JUNE SIMMONS
DIRECTOR1.00Yes (X)$0$0$0
CASS WHEELER
DIRECTOR1.00Yes (X)$0$0$0
MOLLY METTLER
DIRECTOR UNTIL 10/20151.00Yes (X)$0$0$0
AI-JEN POO
DIRECTOR UNTIL 10/20151.00Yes (X)$0$0$0
LAURA TREJO
DIRECTOR UNTIL 10/20151.00Yes (X)$0$0$0
CAROLYN BUCK-LUCE
DIRECTOR-NCOA SERVICES LLC1.00Yes (X)$0$0$0
STEVE SWENDIMAN
DIRECTOR-NCOA SERVICES LLC1.00Yes (X)$0$0$0
PETER ZEIBELMAN
DIRECTOR-NCOA SERVICES LLC1.00Yes (X)$0$0$0
JAMES FIRMAN
CEO AND PRESIDENT-NCOA37.50Yes (X)$292,289$0$61,546
JAY GREENBERG
CEO AND PRESIDENT-NCOA SERICES, LLC37.50Yes (X)$265,273$0$40,133
DONNA WHITT
SENIOR VP/CFO37.50Yes (X)$211,259$0$13,557
HOWARD BEDLIN
VICE PRESIDENT37.50$216,378$0$41,977Yes (X)
SHARON GLEASON
VICE PRESIDENT UNTIL 09/201537.50$198,602$0$20,025Yes (X)
RINA PENNACCHIA
VICE PRESIDENT37.50$172,922$0$22,757Yes (X)
MARLENE SCHNEIDER
VICE PRESIDENT37.50$159,155$0$20,651Yes (X)
WENDY ZENKER
SR. VICE PRESIDENT37.50$151,486$0$11,767Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,667,364TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$232,413TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K23IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
LEVIATHAN TECHNOLOGY GROUP INC
425 EAST 74TH ST 2CNEW YORKNY10021IT CONSULTING$334,950
SWIFT MARKETING & FULFILLMENT SVCS INC
1A GLENWOOD AVELYNBROOKNY11563MARKETING & FULFILLMENT$255,267
M&R STRATEGIC SERVICES INC
1901 L STREET NW STE 800WASHINGTONDC20036MARKETING CONSULTING$207,980
HOUSING OPTIONS PROVIDED FOR THE ELDERLY
4265 SHAW BLVDST LOUISMO63110COUNSELING CONSULTING$188,350
SPRINGBOX
708 COLORADO STAUSTINTX78701IT CONSULTING$176,660
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K10CntrctRcvdGreaterThan100KCnt
Membership Dues$171,559MembershipDuesAmt
Government Grants$35,676,497GovernmentGrantsAmt
All Other Contributions$8,267,315AllOtherContributionsAmt
Total Contributions$44,115,371TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescRETIREMENT ED PROGRAMSDesc
Business900099BusinessCd
Total Revenue Column$4,518,999TotalRevenueColumnAmt
Related Or Exempt Func Income$3,468,999RelatedOrExemptFuncIncomeAmt
Exclusion$1,050,000ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$4,518,999TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$61,827TotalRevenueColumnAmt
Exclusion$61,827ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$48,696,197TotalRevenueColumnAmt
Related Or Exempt Func Income$3,468,999RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,111,827ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$20,750,741TotalAmt
Program Services$20,750,741ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$930,938TotalAmt
Program Services$838,004ProgramServicesAmt
Management And General$85,718ManagementAndGeneralAmt
Fundraising$7,216FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,997,137TotalAmt
Program Services$2,956,783ProgramServicesAmt
Management And General$959,578ManagementAndGeneralAmt
Fundraising$80,776FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$264,233TotalAmt
Program Services$237,855ProgramServicesAmt
Management And General$24,330ManagementAndGeneralAmt
Fundraising$2,048FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,252,873TotalAmt
Program Services$2,928,145ProgramServicesAmt
Management And General$299,515ManagementAndGeneralAmt
Fundraising$25,213FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$544,273TotalAmt
Program Services$444,601ProgramServicesAmt
Management And General$91,933ManagementAndGeneralAmt
Fundraising$7,739FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$71,231TotalAmt
Management And General$71,231ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$77,735TotalAmt
Management And General$77,735ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$27,570TotalAmt
Management And General$27,570ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,115,183TotalAmt
Program Services$3,920,367ProgramServicesAmt
Management And General$192,449ManagementAndGeneralAmt
Fundraising$2,367FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$712,684TotalAmt
Program Services$678,533ProgramServicesAmt
Management And General$13,704ManagementAndGeneralAmt
Fundraising$20,447FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$475,416TotalAmt
Program Services$452,757ProgramServicesAmt
Management And General$14,770ManagementAndGeneralAmt
Fundraising$7,889FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$865,041TotalAmt
Program Services$726,112ProgramServicesAmt
Management And General$116,648ManagementAndGeneralAmt
Fundraising$22,281FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$616,168TotalAmt
Program Services$584,156ProgramServicesAmt
Management And General$29,135ManagementAndGeneralAmt
Fundraising$2,877FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$238,142TotalAmt
Program Services$188,580ProgramServicesAmt
Management And General$38,969ManagementAndGeneralAmt
Fundraising$10,593FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$204,137TotalAmt
Program Services$194,408ProgramServicesAmt
Management And General$6,342ManagementAndGeneralAmt
Fundraising$3,387FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$95,387TotalAmt
Program Services$23,699ProgramServicesAmt
Management And General$71,688ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
TRAINING - ENROLLEE$6,906,654$6,906,654
OTHER COSTS$1,540,766$1,510,418$24,010$6,338
UNALLOWABLE$3,016$3,016

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$45,689,325TotalAmt
Program Services$43,344,829ProgramServicesAmt
Management And General$2,145,325ManagementAndGeneralAmt
Fundraising$199,171FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,090,809BOYAmt
EOY$2,440,254EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$129,811BOYAmt
EOY$130,013EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,586,534BOYAmt
EOY$8,890,618EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$45,760BOYAmt
EOY$44,621EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$15,950BOYAmt
EOY$36,245EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$286,875BOYAmt
EOY$254,907EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,162,333LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,013,349LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,347,503BOYAmt
EOY$1,148,984EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,256,583BOYAmt
EOY$2,317,910EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$2,713EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$12,759,825BOYAmt
EOY$15,266,265EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,373,630BOYAmt
EOY$2,956,484EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$51,053BOYAmt
EOY$51,053EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,793,530BOYAmt
EOY$5,369,901EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,218,213BOYAmt
EOY$8,377,438EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$537,863BOYAmt
EOY$71,593EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,003,749BOYAmt
EOY$6,817,234EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,541,612BOYAmt
EOY$6,888,827EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,759,825BOYAmt
EOY$15,266,265EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$3,006,872ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$1,659,657OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$50,015,130CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$40,693,490CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$37,249,518CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,523,515CurrentTaxYearMinus1YearAmt
Current Tax Year$44,115,371CurrentTaxYearAmt
Total$214,597,024TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$50,015,130CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$40,693,490CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$37,249,518CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,523,515CurrentTaxYearMinus1YearAmt
Current Tax Year$44,115,371CurrentTaxYearAmt
Total$214,597,024TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$214,597,024PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$117,063CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$86,984CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$52,980CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$59,702CurrentTaxYearMinus1YearAmt
Current Tax Year$61,827CurrentTaxYearAmt
Total$378,556TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$85CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17CurrentTaxYearMinus2YearsAmt
Total$102TotalAmt
FieldValueIRS element (for citing)
Total Support$214,975,682TotalSupportAmt
Gross Receipts Rltd Activities$9,199,500GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99820PublicSupportCY170Pct
Public Support PY1700.99810PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER REVENUES - 2012 AMOUNT: $ 85. 2013 AMOUNT: $ 17.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$572FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$10,869FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$11,441FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$45,700,751FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$45,712,192FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$9,132CurrentYearMinus3Amt
Current Year Minus2$11,475CurrentYearMinus2Amt
Current Year Minus1$14,700CurrentYearMinus1Amt
Current Year$11,441CurrentYearAmt
Total$46,748TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$481CurrentYearMinus3Amt
Current Year Minus2$574CurrentYearMinus2Amt
Current Year Minus1$735CurrentYearMinus1Amt
Current Year$572CurrentYearAmt
Total$2,362TotalAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,042,468OtherCostOrOtherBasisAmt
Depreciation$1,079,061DepreciationAmt
Book Value$963,407BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$159,665OtherCostOrOtherBasisAmt
Depreciation$127,905DepreciationAmt
Book Value$31,760BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$960,200OtherCostOrOtherBasisAmt
Depreciation$806,383DepreciationAmt
Book Value$153,817BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,148,984TotalBookValueLandBuildingsAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$1,000BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescFJC AGENCY LOAN FUNDDesc
Book Value$2,316,910BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$2,317,910TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ACCRUED PENSION COSTS$4,130,850
DEFERRED RENT$1,239,051
FieldValueIRS element (for citing)
Total Liability$5,369,901TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$48,668,627TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$48,668,627RevenueSubtotalAmt
Investment Expenses Not Incld$27,570InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$27,570RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$48,696,197TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$45,661,755TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$45,661,755ExpensesSubtotalAmt
Investment Expenses Not Incld2$27,570InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$27,570ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$45,689,325TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationNCOA 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 YEAR 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 YEAR ENDED JUNE 30, 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 2013.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (131 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
ADELANTE DEVLOPMENT CENTER
3900 OSUNA RD NEALBUQUERQUENM87109850262072501(C)(3)$50,000SUPPORT
ADULT WELL-BEING SERVICES
1423 FIELD STREETDETROITMI48214381555827501(C)(3)$35,000SUPPORT
AGEOPTIONS
1048 LAKE STREET SUITE 300OAK PARKIL60301362806193501(C)(3)$70,000SUPPORT
AMERICAN ASSOCIATION OF DIABETES EDUCATORS INC
200 WEST MADISON STREET SUITE 800CHICAGOIL60606510161670501(C)(3)$10,000SUPPORT
AMERICAN ASSOCIATION ON HEALTH & DISABILITY
110 N WASINGTON STREET SUITE 328-JROCKVILLEMD20850521864887501(C)(3)$8,000SUPPORT
AMERICAN HEART ASSOCIATION INC
7272 GREENVILEE AVENUEDALLASTX75231135613797501(C)(3)$10,000SUPPORT
ASIAN SERVICES IN ACTION INC
3631 PERKINS AVE SUITE 2A-WCLEVELANDOH44114341798850501(C)(3)$45,000SUPPORT
ATLANTA COMMUNITY FOOD BANK
732 JOSEPH E LOWERY BLVD NWATLANTAGA30318581376648501(C)(3)$37,500SUPPORT
BAINBRIDGE ISLAND METROPOLITAN PARKS & RECREATION DISTRICT
7666 HIGH SCHOOL RD NEBAINBRIDGE ISLANDWA98110383731374501(C)(3)$6,000SUPPORT
BALTIMORE CITY COMMISSION AGING & RETIRE
417 E FAYETTE ST 6TH FLOORBALTIMOREMD21202STATE/CITY$40,000SUPPORT
BANNER OLIVE BRANCH SENIOR CENTER
11250 N 107TH AVESUN CITYAZ85351450233470501(C)(3)$50,000SUPPORT
BARABOO AREA SENIOR CITIZEN ORGANIZATION
124 SECOND STREET ROOM 24BARABOOWI53913431987572501(C)(3)$12,000SUPPORT
BAY AREA FOOD BANK
5248 MOBILE SOUTH STREETTHEODOREAL36582630821997501(C)(3)$10,000SUPPORT
BENEFITS DATA TRUST
2 LOGAN SQUARE SUITE 550PHILADELPHIAPA19103203455598501(C)(3)$220,000SUPPORT
BENTON FRANKLIN COMMUNITY ACTION COMMITTEE
720 W COURT STREETPASCOWA99301910792238501(C)(3)$6,000SUPPORT
BIG SANDY COMMUNITY ACTION PROGRAM INC
2ND FLOOR JOHNSON COUNTY COURTHOUSEPAINTSVILLEKY41240610653946501(C)(3)$512,298SUPPORTCOURTHOUSE
CATHOLIC CHARITIES ARCHDIOSCESE OF NEW ORLEANS
1000 HOWARD AVE SUITE 200NEW ORLEANSLA70113720408911501(C)(3)$25,000SUPPORT
CATHOLIC CHARITIES OF BUFFALO
741 DELAWARE AVEBUFFALONY14209160743251501(C)(3)$12,000SUPPORT
CATHOLIC CHARITIES OF THE DIOCESE OF WINONA INC
111 MARKET STREET SUITE 2WINONAMN55987410721636501(C)(3)$6,000SUPPORT
CATHOLIC CHARITIES OF ARCHDIOCESE OF GALVESTON-HOUSTON
2900 LOUISIANA STREETHOUSTONTX77006741109733501(C)(3)$8,000SUPPORT
CENTER FOR INDEPENDENCE OF THE DISABLED
841 BROADWAY SUITE 301NEW YORKNY10003132984549501(C)(3)$50,000SUPPORT
CENTER IN THE PARK
58818 GERMANTOWN AVEPHILADELPHIAPA19144231919016501(C)(3)$15,999SUPPORT
CENTRAL WEST VIRGINIA AGING SERVICES INC
8 SPRING STREET PO BOX 186BUCKHANNONWV36201550613613STATE/CITY$419,082SUPPORT
CHINESE COMMUNITY CENTER INC
9800 TOWN PARK DRIVEHOUSTONTX77036760067885501(C)(3)$50,000SUPPORT
CHINESE INFORMATION & SERVICES CENTER
611 SOUTH LANE STSEATTLEWA98104237438529501(C)(3)$75,000SUPPORT
CITY OF BEAVER DAM
205 S LINCOLN AVEBEAVER DAMWI53916396005396STATE/CITY$6,000SUPPORT
CITY OF BELOIT SENIOR CENTER
631 BLUFF STREETBELOITWI53511396005397STATE/CITY$12,000SUPPORT
CITY OF FARMINGTON
430 3RD STREETFARMINGTONMN55024416005151STATE/CITY$6,000SUPPORT
CITY OF FITCHBURG
5520 LACY RDFITCHBURGWI53711396005889STATE/CITY$6,000SUPPORT
CITY OF FORT COLLINS
PO BOX 580FORT COLLINSCO80522846000587STATE/CITY$7,500SUPPORT
CITY OF LYNNWOOD
PO BOX 5008LYNNWOODWA98046916015840STATE/CITY$6,000SUPPORT
CITY OF OAK HARBOR
865 SE BARRINGTON DRIVEOAK HARBORWA98277916001476STATE/CITY$6,000SUPPORT
CITY OF OWATONNA
540 WEST HILLS CIRCLEOWATONNAMN55060416005444STATE/CITY$6,000SUPPORT
CITY OF ROSEMOUNT
2875 145TH STREET WESTROSEMOUNTMN55068416005501STATE/CITY$6,000SUPPORT
CLEVELAND DEPT OF AGING
75 ERIEVIEW PLAZA 2ND FLCLEVELANDOH44114346000646STATE/CITY$15,000SUPPORT
COMMUNITY HEALTH CENTER ASSOCIATION OF CONNECTICUT
100 GREAT MEADOW RD SUITE 400WETHERSFIELDCT06109223036666501(C)(3)$75,000SUPPORT
COUNCIL OF SENIOR CENTERS & SVCS OF NYC INC
49 WEST 45TH ST 7TH FLNEW YORKNY10036132967277501(C)(3)$87,000SUPPORT
COUNCIL ON AGING-ORANGE COUNTY
1971 E 4TH ST SUITE 200SANTA ANACA92705952874089501(C)(3)$10,000SUPPORT
COUNTY OF BARRON
335 E MONROE AVEBARRONWI54812396005668STATE/CITY$12,000SUPPORT
CRISPUS ATTUCKS ASSOCIATION OF YORK PENNSYLVANIA
605 SOUTH DUKE STREETYORKPA17401231365320501(C)(3)$651,625SUPPORT
DOOR COUNTY YMCA INC
1900 MICHIGAN STREETSTURGEON BAYWI54235391738982STATE/CITY$6,000SUPPORT
DUKE UNIVERSITY
2200 W MAIN ST SUITE 820DURHAMNC27705560532129501(C)(3)$25,000SUPPORT
DUXBURY SENIOR CENTER
10 MAYFLOWER STREETDUXBURYMA02332046001136501(C)(3)$10,000SUPPORT
ELDER LAW OF MICHIGAN INC
3815 W ST JOSEPH STE C-200LANSINGMI48917382906530501(C)(3)$60,000SUPPORT
ELDER SVCS OF THE MERRIMACK VALLEY INC
280 MERRIMACK STREET SUITE 400LAWRENCEMA01843042541536501(C)(3)$6,000SUPPORT
ELDERSOURCE
4160 WOODCOCK DR 2ND FLOORJACKSONVILLEFL32207591569867501(C)(3)$50,000SUPPORT
ENUMCLAW SENIOR CENTER
1350 COLE STREETENUMCLAWWA98022911358596STATE/CITY$12,000SUPPORT
FAMILY HEALTH CENTERS OF SAN DIEGO INC
823 GATEWAY CENTER WAYSAN DIEGOCA92102952833205501(C)(3)$45,000SUPPORT
FAMILY SERVICE AGENCY OF SAN MATEO COUNTY
24 2ND AVESAN MATEOCA94401941186169501(C)(3)$1,269,176SUPPORT
FAMILY SERVICE AGENCY OF SAN FRANCISCO
10101 GOUGH STREETSAN FRANCISCOCA94109941156530501(C)(3)$1,149,270SUPPORT
FRIENDS OF THE FOND DU LAC SENIOR CENTER INC
151 EAST FIRST STREETFOND DU LACWI54935391658681501(C)(3)$6,000SUPPORT
FRIENDS OF THE SENIOR ACTIVITY CENTER OF SHEBOYGAN INC
428 WISCONSIN AVENUESHEBOYGANWI53081391816535501(C)(3)$12,000SUPPORT
GEORGIA LEGAL SERVICES PROGRAM INC
104 MARIETTA STREET SUITE 250ATLANTAGA30303581111590501(C)(3)$50,000SUPPORT
GREATER WI AGENCY ON AGING RESOURCES INC
1414 MACARTHUR RD STE AMADISONWI53714391204540501(C)(3)$20,000SUPPORT
GREEN RIVER AREA DEVELOPMENT DISTRICT
300 GRADD WAYOWENSBOROKY42301610706096501(C)(3)$50,000SUPPORT
HASTINGS INDEPENDENT SCHOOL DISTRICT 200
100 W 11TH STREETHASTINGSMN55033416000810501(C)(3)$12,000SUPPORT
HEALTH INSURANCE COUNSELING
646 COUNTY SQUARE DR 100VENTURACA93003956000944501(C)(3)$50,000SUPPORT
HOPES COMMUNITY ACTION PARTNERSHIP INC
301 GARDEN STREETHOBOKENNJ07030221801849501(C)(3)$75,000SUPPORT
HOWARD COUNTY OFFICE ON AGING
6751 COLUMBIA GATEWAY DRIVE 2NDCOLUMBIAMD21046526000965STATE/CITY$20,000SUPPORTFLOOR
IND SCHOOL DIST 206 ALEXANDRIA PUBLIC SCHOOLS COMMUNITY EDUC
PO BOX 308ALEXANDRIAMN56308416000893501(C)(3)$12,000SUPPORT
ISABELLA GERIATRIC CENTER
515 AUDOBON AVENEW YORKNY10040133623808501(C)(3)$50,000SUPPORT
ISD 129 MONTEVIDEO PUBLIC SCHOOLS
2001 WILLIAM AVENUEMONTEVIDEOMN56265416000507501(C)(3)$12,000SUPPORT
ISSAQUAH SENIOR CENTER
75 NE CREEK WAYISSAQUAHWA98027910990273501(C)(3)$6,000SUPPORT
JEFFERSON HEALTHCARE
834 SHERIDANPORT TOWNSENDWA98368910928081501(C)(3)$12,000SUPPORT
JEWISH FAMILY SERVICES OF ATLANTIC CITY
607 N JEROME AVENUEMARGATENJ08402222119902501(C)(3)$25,000SUPPORT
JEWISH SOCIAL SERVICE AGENCY
6123 MONTROSE RDROCKVILLEMD20852530196598501(C)(3)$20,000SUPPORT
KINGSBOROUGH COMMUNITY COLLEGE
2001 ORIENTAL BOULEVARDBROOKLYNNY11235461371336501(C)(3)$7,500SUPPORT
KLICKITAT COUNTY SENIOR SERVICES
115 W COURT STREET MS-CH-21GOLDENDALEWA98620916001350501(C)(3)$6,000SUPPORT
KOREAN AMERICAN COMMUNITY SERVICES
4300 N CALIFORNIA AVECHICAGOIL60618362746468501(C)(3)$50,000SUPPORT
KOREAN COMMUNITY SERVICE CENTER
7700 LITTLE RIVER TPKE 406ANNANDALEVA22101521005984501(C)(3)$75,000SUPPORT
KOREAN WOMEN'S ASSOCIATION
123 E 96TH STREETTACOMAWA98445911066806501(C)(3)$10,000SUPPORT
LAKE CRYSTAL AREA RECREATION CENTER ASSOCIATION INC
621 W NATHANLAKE CRYSTALMN56055411867907501(C)(3)$6,000SUPPORT
LEGAL AID OF NORTH CAROLINA INC
224 S DAWSON STREETRALEIGHNC27601311784161501(C)(3)$25,000SUPPORT
LEGAL AID OF THE BLUEGRASS
104 EAST 7TH STCOVINGTONKY41011610668572501(C)(3)$50,000SUPPORT
LEGAL SERVICES FOR THE ELDERLY
5 WABON STREETAUGUSTAME04330010359131501(C)(3)$50,000SUPPORT
LINWOOD TOWNSHIPLINWOOD SENIOR CTR
22817 TYPO CREEK DRIVESTACYMN55079411367973STATE/CITY$6,000SUPPORT
LUZERNEWYOMING AREA AGENCY ON AGING
111 N PENNSYLVANIA BLVDWILKESBARREPA18701232660272501(C)(3)$614,312SUPPORT
MAC INCORPORATED
909 PROGRESS CIRCLE SUITE 100SALISBURYMD21804520992005501(C)(3)$20,000SUPPORT
MASSACHUSSETTS ASSOC OF COUNCIL OF AGING & SENIOR CENTER DIRECTORS INC
116 PLEASANT ST SUITE 306EASTHAMPTONMA01027042793624STATE/CITY$10,000SUPPORT
MEDICARE RIGHTS CENTER
266 WEST 37TH STREET 3RD FLOORNEW YORKNY10018133505372501(C)(3)$50,000SUPPORT
METROPOLITAN COUNCIL ON JEWISH POVERTY
120 BROADWAY 7TH FLNEW YORKNY10271132738818501(C)(3)$10,000SUPPORT
MEXICAN AMERICAN OPPORTUNITY FOUNDATION
972 S GOODRICH BLVDCITY OF COMMERCECA90022952594166501(C)(3)$55,000SUPPORT
MINNESOTA RECREATION & PARK ASSOCIATION
200 CHARLES STREET NEFRIDLEYMN55432411227555501(C)(3)$20,000SUPPORT
MISSOURI ASSOCIATION OF AREA AGENCIES ON AGING
1121 BUSINESS LOOP 70E 2ACOLUMBIAMO65201431101962STATE/CITY$75,000SUPPORT
MORTON SENIOR CENTER
103 WESTLAKE AVEMORTONWA98356602137492STATE/CITY$12,000SUPPORT
MOWER COUNTY SENIORS INC
400 3RD AVE NEAUSTINMN55912411267614STATE/CITY$6,000SUPPORT
NATL ASSOCOF AREA AGENCIES ON AGING
PO BOX 791067BALTIMOREMD21279521052345501(C)(3)$18,750SUPPORT
NAT'L ASSOC OF STATES UNITED FOR AGING & DISABILITY
1201 15TH ST NW 350WASHINGTONDC20005396095459501(C)(3)$180,000SUPPORT
NEIGHBORHOOD CENTER INC
4500 BISSONNETT SUITE 200HOUSTONTX77401237062976501(C)(3)$7,500SUPPORT
NEW YORK CITY DEPARTMENT FOR THE AGING
2 LAYFAYETTE STNEW YORKNY10007133153550STATE/CITY$300,714SUPPORT
NORTH CENTRAL TEXAS COUNCIL OF GOVT
PO BOX 5888ARLINGTONTX76005756049012STATE/CITY$25,000SUPPORT
UNIVERSITY OF LOUISIANA AT MONROE
700 UNIVERSITY AVENUEMONROELA71209501(C)(3)$576,384SUPPORT
NORTHERN KENTUCKY COMMUNITY ACTION COMMISSION
PO BOX 931COVINGTONKY41012610667805501(C)(3)$1,273,038SUPPORT
NORTHFIELD SENIOR CITIZENS INC
1651 JEFFERSON PKWYNORTHFIELDMN55057411346487501(C)(3)$12,000SUPPORT
NORTHLAND FOUNDATION
202 W SUPERIOR ST SUITE 610DULUTHMN55802411554455501(C)(3)$12,000SUPPORT
NORTHWEST WISCONSIN COMMUNITY SERVICES AGENCY INC
1118 TOWER AVENUESUPERIORWI54880391091469501(C)(3)$6,000SUPPORT
PARTNERS IN CARE FOUNDATION
732 MOTT ST SUITE 150SAN FERNANDOCA91340953954057501(C)(3)$11,500SUPPORT
PATH STONE
400 EAST AVEROCHESTERNY14607160984913501(C)(3)$6,412,677SUPPORT
PORT WASHINGTON ADULT COMMUNITY SENIOR CENTER
100 W GRAND AVEPORT WASHINGTONWI53074396005575501(C)(3)$6,000SUPPORT
PULLMAN REGIONAL HOSPITAL FOUNDATION
840 SE BISHOP BLVD SUITE 200PULLMANWA99163916028220501(C)(3)$12,000SUPPORT
REGION EIGHT PLANNING & DEVELOPMENT COUNCIL
131 PROVIDENCE LANEPETERSBURGWV26847550531062501(C)(3)$533,790SUPPORT
RIO ARRIBA COUNTY
PO BOX 127TIERRA AMARILLANM87575856000240501(C)(3)$45,000SUPPORT
ROCHDALE VILLAGE SENIOR CENTER
169-65 137TH AVENUEJAMAICANY11434113397470501(C)(3)$10,000SUPPORT
SENIOR CITIZEN SERVICES OF GREATER TARRANT COUNTY
1400 CIRCLE DRIVE 300FORT WORTHTX76119751251339501(C)(3)$45,000SUPPORT
SENIOR COMMUNITY OUTREACH
840 WEST AUSTIN AVENUEALAMOTX78516742805842501(C)(3)$60,000SUPPORT
CONEJO VALLEY SENIOR CONCERNS
401 HODENCAMP RDTHOUSAND OAKSCA91360952992927501(C)(3)$10,000SUPPORT
SENIOR RESOURCES
4 BROADWAY 3RD FLOORNORWICHCT06360060916608501(C)(3)$50,000SUPPORT
SENIOR SERVICES
2208 SECOND AVE SUITE 100SEATTLEWA98121910823767501(C)(3)$67,525SUPPORT
SENIOR SERVICES FOR SOUTH SOUND
222 COLUMBIA ST NWOLYMPIAWA98501910907573501(C)(3)$12,000SUPPORT
SENIOR SERVICES OF SEATTLEPROJECT ENHANCE
2208 SECOND AVE SUITE 100SEATTLEWA98121911870393501(C)(3)$8,000SUPPORT
SOUTH ALABAMA REGIONAL COMMISSION
110 BEAUREGARD ST PO BOX 166MOBILEAL36633630501382501(C)(3)$60,000SUPPORT
SOUTHWESTERN COMMUNITY ACTION COUNCIL INC
540 FIFTH AVENUEHUNTINGTONWV25701550488202501(C)(3)$780,742SUPPORT
STANFORD UNIVERSITY
PO BOX 44253SAN FRANCISCOCA94144941156365501(C)(3)$241,314SUPPORT
STILLAGUAMISH CENTER INC
18308 SMOKEY POINT BLVDARLINGTONWA98223237087247501(C)(3)$12,000SUPPORT
SUNBEAM FAMILY SVCS INC
1100 NW 14TH STREETOKLAHOMA CITYOK73106730590119501(C)(3)$10,000SUPPORT
TENNESSEE JUSTICE CENTER INC
301 CHARLOTTE AVENASHVILLETN37201621630417STATE/CITY$45,000SUPPORT
THE CSU CHICO RESEARCH FOUNDATION
CSU CHICO- BUILDING 25MSTCHICOCA95929680386518501(C)(3)$45,000SUPPORT
THE HEALTH TRUST
3180 NEWBERRY DRIVE 200SAN JOSECA95118946050231501(C)(3)$10,000SUPPORT
THE LEGACY LINK INC
4080 MUNDY MILL ROADOAKWOODGA30566582317890501(C)(3)$1,163,026SUPPORT
THE UNIVERSITY AT ALBANY FOUNDATION
1400 WASHINGTON AVE UAB 226ALBANYNY12222141503972501(C)(3)$85,000SUPPORT
THREE SQUARE
4190 N PECOS ROADLAS VEGASNV89115300396918501(C)(3)$55,000SUPPORT
TRUSTEES OF COLUMBIA UNIVERSITY
615 W 131ST ST 3RD FLNEW YORKNY10027135598093501(C)(3)$50,000SUPPORT
VILLAGE GREEN FOUNDATION
PO BOX 1317KINGSTONWA98346911248571501(C)(3)$6,000SUPPORT
WASECA AREA CAREGIVER SERVICES
113 2ND AVENUE NWWASECAMN56093475597011STATE/CITY$12,000SUPPORT
WASHINGTON ASSOCIATION OF AREA AGENCIES ON AGING
2404 HERITAGE COURT SW SUITE AOLYMPIAWA98502943074816501(C)(3)$20,000SUPPORT
WASHINGTON COUNTY COMMISSION
140 WEST FRANKLIN STREET 4TH FLOORHAGERSTOWNMD21740520899001STATE/CITY$70,000SUPPORT
WASHINGTON COUNTY DISABILITY AGING & VETERAN SERVICES
180 EAST MAIN STHILLSBOROOR97123936002316STATE/CITY$50,000SUPPORT
WAUSHARA COUNTY DEPT OF AGING
PO BOX 432WAUTOMAWI54982396005759STATE/CITY$6,000SUPPORT
WESTERN ARIZONA COUNCIL OF GOVERNMENTS
1235 S REDONDO CENTER DRYUMAAZ85364860262126STATE/CITY$45,000SUPPORT
WESTMORELAND COUNTY COMMUNITY COLLEGE
145 PAVILLION LANEYOUNGWOODPA15697251511934501(C)(3)$1,176,520SUPPORT
WISE & HEALTHY AGING
1527 4TH STREETSANTA MONICACA90401952788014501(C)(3)$10,000SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org131Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationNCOA 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

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JAMES FIRMAN
CEO AND PRESIDENT-NCOA$283,331$0$8,190$0$768$0$31,856$0$32,186$0$356,331$0$0$0
JAY GREENBERG
CEO AND PRESIDENT-NCOA SERICES, LLC$244,396$0$19,400$0$1,477$0$15,317$0$26,454$0$307,044$0$0$0
DONNA WHITT
SENIOR VP/CFO$208,331$0$2,483$0$445$0$12,560$0$3,548$0$227,367$0$0$0
HOWARD BEDLIN
VICE PRESIDENT$183,785$0$32,148$0$445$0$18,289$0$28,017$0$262,684$0$0$0
SHARON GLEASON
VICE PRESIDENT UNTIL 09/2015$141,198$0$0$0$57,404$0$13,132$0$10,173$0$221,907$0$0$0
RINA PENNACCHIA
VICE PRESIDENT$169,133$0$1,659$0$2,130$0$10,508$0$12,072$0$195,502$0$0$0
MARLENE SCHNEIDER
VICE PRESIDENT$157,167$0$1,543$0$445$0$9,753$0$13,599$0$182,507$0$0$0
WENDY ZENKER
SR. VICE PRESIDENT$149,363$0$1,440$0$683$0$9,121$0$4,272$0$164,879$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 4AA VICE PRESIDENT RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $57,291. THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III) OTHER REPORTABLE COMPENSATION. DETAILS ARE AVAILABLE TO THE IRS UPON REQUEST.
PART I, LINE 7BONUS PAYMENT WAS BASED ON MEETING INDIVIDUALS GOALS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 1, LINE 5, NUMBER OF EMPLOYEESNCOA/NCOAS HAD 94 EMPLOYEES DURING CALENDAR YEAR-END 2015; THERE WERE ALSO 1200 W-2S SENT TO ENROLLES OF U.S. GOVT. GRANT PROGRAMS THAT ARE INCLUDED FOR THE TOTAL OF 1294 REPORTED IN PART V LINE 2A.
FORM 990, PART VI, SECTION B, LINE 11AN 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 12COFFICERS, DIRECTORS OR TRUSTEES AND KEY EMPLOYEES ANNUALLY CONFIRM UNDER THE CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SECTION B, LINE 15NCOA (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 19NCOA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS AND THE 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 MEMBERDURING FY16, THERE WERE TWENTY 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. THREE BOARD MEMBERS LEFT DURING THIS PERIOD. AT JUNE 30, 2016, THERE WERE ONLY SEVENTEEN VOTING BOARD MEMBERS.
FORM 990, PART XI, LINE 9:PENSION-RELATED CHANGES OTHER THAN NET PERIODIC COST -1,659,657.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1NCOA SERVICES LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1251 18TH STREET SOUTH STE 500AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22202ZIPCd
FieldValueIRS element (for citing)
EIN463856522EIN
Primary ActivitiesRETIREMENT EDUCATION PROGRAMSPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd
Total Income$4,518,999TotalIncomeAmt
End Of Year Assets$2,679,221EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL COUNCIL ON AGING INCBusinessNameLine1Txt

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1NCOA DEVELOPMENT CORPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1251 18TH STREET SOUTH STE 500AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22202ZIPCd
FieldValueIRS element (for citing)
EIN521926577EIN
Primary ActivitiesPROCESS GRANTPrimaryActivitiesTxt
Legal Domicile StateDCLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL COUNCIL ON THE AGING INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeCEntityTypeTxt
Ownership1.00000OwnershipPct
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd