2017-05-09T10:32:13-05:00 2016-09-30 522385296 LINDQUIST LLP 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2015-10-01 942292868 AMERICAN SOCIETY ON AGING AMER 4159749600 575 MARKET STREET NO 2100 SAN FRANCISCO CA 94105 ROBERT STEIN PRES & CEO 4159749600 2017-05-09 1 JESSICA R ROSTER P01317380 9252779100 2015 2021-01-29 14:40:06Z ROBERT STEIN 575 MARKET STREET NO 2100 SAN FRANCISCO CA 94105 3523072 0 X WWW.ASAGING.ORG X 1954 CA FOUNDED IN 1954 AS THE WESTERN GERONTOLOGICAL SOCIETY, THE AMERICAN SOCIETY ON AGING IS AN ASSOCIATION OF DIVERSE INDIVIDUALS BOUND BY A COMMON GOAL: TO SUPPORT THE COMMITMENT AND ENHANCE THE KNOWLEDGE AND SKILLS OF THOSE WHO SEEK TO IMPROVE THE QUALITY OF LIFE OF OLDER ADULTS AND THEIR FAMILIES. THE MEMBERSHIP OF ASA IS MULTIDISCIPLINARY AND INCLUSIVE OF PROFESSIONALS WHO ARE CONCERNED WITH THE PHYSICAL, EMOTIONAL, SOCIAL, ECONOMIC AND SPIRITUAL ASPECTS OF AGING. 25 25 19 500 0 0 1577838 2007373 1505103 1447938 319 341 50510 67420 3133770 3523072 0 0 0 0 1627847 1567581 0 0 0 1437737 1561011 3065584 3128592 68186 394480 1703595 2075639 892467 870031 811128 1205608 X FOUNDED IN 1954 AS THE WESTERN GERONTOLOGICAL SOCIETY, THE AMERICAN SOCIETY ON AGING IS AN ASSOCIATION OF DIVERSE INDIVIDUALS BOUND BY A COMMON GOAL: TO SUPPORT THE COMMITMENT AND ENHANCE THE KNOWLEDGE AND SKILLS OF THOSE WHO SEEK TO IMPROVE THE QUALITY OF LIFE OF OLDER ADULTS AND THEIR FAMILIES. THE MEMBERSHIP OF ASA IS MULTIDISCIPLINARY AND INCLUSIVE OF PROFESSIONALS WHO ARE CONCERNED WITH THE PHYSICAL, EMOTIONAL, SOCIAL, ECONOMIC AND SPIRITUAL ASPECTS OF AGING. 0 0 1584394 1447938 EDUCATION AND TRAINING:MORE THAN 10,000 PROFESSIONALS BENEFITED FROM PROFESSIONAL DEVELOPMENT AND EDUCATION OPPORTUNITIES AT ASA'S 2016 AGING IN AMERICA CONFERENCE AND VIA 75 WEBINARS. THESE PROGRAMS OFFERED IN TOTAL MORE THAN 800 DISTINCT WORKSHOPS, PRESENTATIONS AND SEMINARS FEATURING MORE THAN 1,100 PROFESSIONAL FACULTY, AND COVERED TOPICS RANGING FROM ALZHEIMER'S TO WORKFORCE DEVELOPMENT AND MANAGEMENT. ASA OFFERED CONTINUING EDUCATION CREDIT FOR DISCIPLINES RANGING FROM NURSING AND SOCIAL WORK TO OCCUPATIONAL THERAPY AND NURSING HOME ADMINISTRATORS, AND THOUSANDS OF PROFESSIONALS APPLIED FOR CONTINUING EDUCATION CREDIT THROUGH ASA PROGRAMS. SIXTY-THREE INDIVIDUALS SUCCESSFULLY COMPLETED ASA'S LEADERSHIP INSTITUTE PROGRAM INCLUDING BOTH ONLINE AND INTENSIVE IN-PERSON LEARNING. AND 227 PROFESSIONALS SUCCESSFULLY COMPLETED A FIVE-WEEK ONLINE COURSE IN EITHER "FUNDAMENTALS OF GERONTOLOGY OR "HEALTH AND WELLNESS IN AN AGING SOCIETY," OFFERED IN CONJUNCTION WITH THE UNIVERSITY OF SOUTHERN CALIFORNIA. 227758 MEMBERSHIP PROGRAM:ASA MEMBERSHIP INCLUDES COMPLIMENTARY SUBSCRIPTIONS TO ASA'S RENOWNED PUBLICATIONS IN PRINT AND ONLINE, COMPLIMENTARY ACCESS TO A GROWING PROGRAM OF ONLINE WEBINARS PROVIDING EDUCATION AND TRAINING ON A BROAD RANGE OF PROFESSIONAL TOPICS; COMPLIMENTARY AND DISCOUNTED ACCESS TO JOB-SEEKING AND CAREER DEVELOPMENT SERVICES, A MENTORSHIP PROGRAM; SUBSTANTIAL DISCOUNTS ON REGISTRATION FOR THE ANNUAL AGING IN AMERICA CONFERENCE; EXCLUSIVE ACCESS TO ONLINE PROFESSIONAL COURSES OFFERED IN CONJUNCTION WITH THE UNIVERSITY OF SOUTHERN CALIFORNIA; INCLUSION IN ANY OF ASA'S EIGHT CONSTITUENT GROUPS; AND ACCESS TO THE NATION'S LARGEST MULTIDISCIPLINARY ASSOCIATION OF INDIVIDUALS COMMITTED TO IMPROVING THE LIVES OF OLDER ADULTS. 385222 67420 PRODUCTS AND PUBLICATIONS:ASA PUBLISHED FOUR ISSUES OF ITS QUARTERLY JOURNAL, GENERATIONS, WITH EACH ISSUE DEVOTED TO A SINGLE TOPIC. THE 2015 -2016 TOPICS WERE "AGEISM IN AMERICA: REFRAMING THE ISSUES AND IMPACTS," "FAMILY CAREGIVING," "AMERICA'S ELDERCARE WORKFORCE: WHO WILL BE THERE TO CARE, AND "LGBT AGING." SIX ISSUES OF ASA'S NEW AND FEATURES PUBLICATION, AGING TODAY, PROVIDED TIMELY REPORTING ON TRENDS, TOPICS AND EVENTS ACROSS THE SPECTRUM OF DISCIPLINES, SETTINGS AND INTEREST AREAS CONCERNED WITH SERVICES FOR OLDER PEOPLE. AGEBLOG, ON ASA'S WEBSITE, OFFERED 153 POSTS THROUGHOUT THE YEAR WITH INSIGHTS AND EXPERTISE FROM ASA'S CONSTITUENT GROUPS AS WELL AS NEWS AND INFORMATION FROM ACROSS THE RANGE OF AGING SERVICES. 86999 IN MAY OF 2016, ASA BEGAN A THREE-YEAR PROGRAM TO HELP IMPROVE THE CAPACITY OF COMMUNITY-BASED ORGANIZATIONS SERVING OLDER ADULTS TO COLLABORATE WITH MANAGED CARE AND OTHER HEALTHCARE PROVIDERS TO IMPROVE HEALTH OUTCOMES IN THE OLDER POPULATION WHILE PROVIDING ADDITIONAL SOURCES OF REVENUE FOR ORGANIZATIONS SERVING THIS POPULATION. THIS WORK INCLUDES A SERIES OF WEBINARS, A SPECIAL SUPPLEMENTARY ISSUE OF ASA'S JOURNAL, AND A SERIES OF PROGRAMS WITHIN THE ASA ANNUAL CONFERENCE. 86999 2284373 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 1 19 1 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X VICKY NGUYEN 4159749600 575 MARKET STREET SUITE 2100 SAN FRANCISCO CA 94105 X ROBERT BLANCATO CHAIR 1.00 X X 0 0 0 KARYNE JONES CHAIR ELECT 1.00 X X 0 0 0 LYNN FEINBERG IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 ROBERT ECKARDT SECRETARY 1.00 X X 0 0 0 LISA GABLES TREASURER 1.00 X X 0 0 0 BRIAN DUKE MEMBER 1.00 X 0 0 0 BROOKE HOLLISTER MEMBER 1.00 X 0 0 0 COLETTE BROWNE MEMBER - PAST 1.00 X 0 0 0 CYNTHIA BANKS MEMBER 1.00 X 0 0 0 CYNTHIA HUTCHINS MEMBER 1.00 X 0 0 0 DIANNE BELLI MEMBER- PAST 1.00 X 0 0 0 JEAN ACCIUS MEMBER 1.00 X 0 0 0 JOHN ROTHER MEMBER 1.00 X 0 0 0 JOHN THOMPSON MEMBER 1.00 X 0 0 0 JOYCE GALLAGHER MEMBER 1.00 X 0 0 0 KAREN KOLB FLUDE MEMBER 1.00 X 0 0 0 KATY FIKE MEMBER - PAST 1.00 X 0 0 0 KATHRYN KIETZMAN MEMBER 1.00 X 0 0 0 KEN DYCHTWALD CHAIR ELECT - PAST 1.00 X X 0 0 0 KEVIN PRINDIVILLE MEMBER 1.00 X 0 0 0 MICHAEL ADAMS MEMBER 1.00 X 0 0 0 OLYMPIA TERRELL MEMBER 1.00 X 0 0 0 PAUL DOWNEY MEMBER 1.00 X 0 0 0 PAUL IRVING MEMBER 1.00 X 0 0 0 PINCHAS COHEN MEMBER 1.00 X 0 0 0 WILLIAM BENSON MEMBER 1.00 X 0 0 0 RONNETTE SMITH MEMBER - PAST 1.00 X 0 0 0 SCOTT DINGFIELD MEMBER 1.00 X 0 0 0 SCOTT PEIFER MEMBER 1.00 X 0 0 0 STACEY EASTERLING MEMBER 1.00 X 0 0 0 ROBERT STEIN PRESIDENT AND CEO 56.00 X 376523 0 69649 CAROLE ANDERSON VICE PRESIDENT FOR EDUCATION 40.00 X 107507 0 10513 ROBERT LOWE CHIEF OPERATING OFFICER 49.00 X 114386 0 14882 598416 0 95044 3 0 1 0 HYATT REGENCY CHICAGO 151 E WACKER DRIVE CHICAGO IL 75303 CONFERENCE 167487 REACTION AUDIO VISUAL LLC 9951 MUIRLANDS BLVD IRVINE CA 92618 AUDIO VISUAL SERVICES 152562 DAKOTA PRESS INC 14400 DOOLITTLE DRIVE SAN LEANDRO CA 94577 PRINTING 129847 3 811189 1196184 10104 2007373 EDUCATION AND TRAINING 900099 1447938 1447938 1447938 341 341 ADVERTISING SALES 900099 44608 44608 PUBLICATION REVENUE 900099 22812 22812 67420 3523072 1515358 0 341 462813 291726 171087 927962 594772 333190 38988 19343 19645 55452 31362 24090 82366 51009 31357 11456 11456 15425 15425 123911 86561 37350 51348 40880 10468 411340 355967 55373 120594 120594 226130 141293 84837 82080 46923 35157 57681 46170 11511 EXHIBIT & EVENT SERVICE 249279 234550 14729 AV SERVICES 187802 187802 OTHER FACILITY EXPENSES 13332 13332 ACCREDITATION 4297 4297 6336 6336 3128592 2284373 844219 0 132459 144312 1157428 1191695 222978 591476 77744 74244 515360 456128 98306 59232 14680 14680 1703595 2075639 228998 182607 663469 687424 892467 870031 X 713801 744526 97327 461082 811128 1205608 1703595 2075639 394480 0 X X 0 1 X 1 0 X 1658891 1592740 1443359 1577838 2007373 8280201 1587770 1458694 1386858 1555613 1515358 7504293 3246661 3051434 2830217 3133451 3522731 15784494 0 0 0 15784494 1887 1224 586 319 341 4357 1887 1224 586 319 341 4357 3248548 3052658 2830803 3133770 3523072 15788851 0.99970 0.99950 0.00030 0.00050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 61162 40786 20376 96584 89103 7481 357614 326239 31375 59232 X 3523072 0 3523072 0 3523072 3128592 0 3128592 0 3128592 PART X, LINE 2: THE ORGANIZATION'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF SEPTEMBER 30, 2016, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION'S MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2013. X X X 0 0 0 0 0 0 0 0 0 ROBERT STEIN PRESIDENT AND CEO 346653 0 29870 0 0 0 17190 0 52459 0 446172 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS FOUR CLASSES OF MEMBERS: GENERAL, ORGANIZATIONAL, STUDENT AND HONORARY. ALL MEMBERS HAVE VOTING RIGHTS EXCEPT FOR HONORARY MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 THE DRAFT OF FORM 990 WAS SENT TO THE EXECUTIVE COMMITTEE OF THE BOARD AND THEN TO THE FULL BOARD OF DIRECTORS FOR REVIEW AND COMMENTS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT-OF-INTEREST POLICY APPLIES TO THE BOARD OF DIRECTORS AND THE ORGANIZATION'S STAFF. THE POLICY IS ESTABLISHED, APPROVED BY THE BOARD AND REGULARLY MONITORED BY THE BOARD AND MANAGEMENT ANNUALLY FOR UPDATE. ENTERING INTO ANY CONTRACT OR AGREEMENT WITH THE ORGANIZATION AND INVOLVING A CONFLICT OF INTEREST IS PROHIBITED UNDER THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF PRESIDENT/CEO IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE ON EACH CONTRACT TERM. THIS PROCESS WAS LAST DONE IN 2014. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990 PART XII LINE 2C: THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED.