2016-04-04T12:32:49-05:00 2015-09-30 522385296 LINDQUIST LLP 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2014-10-01 942292868 AMERICAN SOCIETY ON AGING AMER 4159749600 575 MARKET STREET NO 2100 SAN FRANCISCO CA 94105 ROBERT STEIN PRES & CEO 4159749600 2016-04-04 1 JESSICA R ROSTER P01317380 9252779100 2014 2016-08-17 19:52:53Z ROBERT STEIN 575 MARKET STREET NO 2100 SAN FRANCISCO CA 94105 3133770 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 1443359 1577838 1339201 1505103 586 319 47657 50510 2830803 3133770 0 0 0 0 1633338 1627847 0 0 0 1415107 1437737 3048445 3065584 -217642 68186 1558542 1703595 815600 892467 742942 811128 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. 1 0 1487837 1505103 EDUCATION AND TRAINING:MORE THAN 10,000 PROFESSIONALS BENEFITED FROM PROFESSIONAL DEVELOPMENT AND EDUCATION OPPORTUNITIES AT ASA'S 2015 AGING IN AMERICA CONFERENCE AND VIA 68 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-FOUR INDIVIDUALS SUCCESSFULLY COMPLETED ASA'S LEADERSHIP INSTITUTE PROGRAM INCLUDING BOTH ONLINE AND INTENSIVE IN-PERSON LEARNING. JUST OVER 400 PROFESSIONALS SUCCESSFULLY COMPLETED A FIVE-WEEK ONLINE COURSE IN "FUNDAMENTALS OF GERONTOLOGY" OFFERED IN CONJUNCTION WITH THE UNIVERSITY OF SOUTHERN CALIFORNIA. 323638 0 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. 438404 50510 PRODUCTS AND PUBLICATIONS:ASA PUBLISHED FOUR ISSUES OF ITS QUARTERLY JOURNAL, GENERATIONS, WITH EACH ISSUE DEVOTED TO A SINGLE TOPIC. THE 2014 -2015 TOPICS WERE "ASPECTS OF MENTAL HEALTH AND AGING," "SOCIAL AND HEALTH DISPARITIES IN AMERICA'S AGING POPULATION," "SELF-EMPOWERED AGING, AND "MEDICARE AT 50 YEARS." 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. AGE BLOG, ON ASA'S WEBSITE, OFFERED 160 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. 52611 THE FUTURE OF AGING SERVICES NATIONAL FORUM, HELD IN CONJUNCTION WITH THE 2015 AGING IN AMERICA CONFERENCE WAS MADE POSSIBLE WITH SUPPORT FROM THE ARCHSTONE FOUNDATION WHO ALSO PROVIDED SUPPORT FOR "ASPECTS OF MENTAL HEALTH AND AGING, AND "SELF-EMPOWERED AGING" ISSUES OF GENERATIONS AND A SERIES OF WEBINARS BASED ON THE CONTENTS OF THOSE ISSUES. 52611 2302490 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 1 0 0 0 0 0 0 0 0 0 0 1 21 0 1 19 1 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 1 1 1 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 LOUIS COLBERT IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 LYNN FEINBERG CHAIR 1.00 X X 0 0 0 JOYCE GALLAGHER MEMBER 1.00 X 0 0 0 BROOKE HOLLISTER MEMBER 1.00 X 0 0 0 CYNTHIA HUTCHINS MEMBER 1.00 X 0 0 0 MICHAEL ADAMS MEMBER 1.00 X 0 0 0 CYNTHIA BANKS MEMBER 1.00 X 0 0 0 DIANNE BELLI MEMBER 1.00 X 0 0 0 WILLIAM BENSON MEMBER 1.00 X 0 0 0 ROBERT BLANCATO EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 COLETTE BROWNE MEMBER 1.00 X 0 0 0 PAUL IRVING MEMBER 1.00 X 0 0 0 SCOTT DINGFIELD MEMBER 1.00 X 0 0 0 KEN DYCHTWALD CHAIR-ELECT 1.00 X X 0 0 0 ROBERT ECKARDT SECRETARY 1.00 X X 0 0 0 OLYMPIA TERRELL MEMBER 1.00 X 0 0 0 KARYNE JONES MEMBER 1.00 X 0 0 0 KATHRYN KIETZMAN MEMBER 1.00 X 0 0 0 JOHN THOMPSON MEMBER 1.00 X 0 0 0 BRIAN DUKE MEMBER 1.00 X 0 0 0 STACEY EASTERLING MEMBER 1.00 X 0 0 0 KATY FIKE MEMBER 1.00 X 0 0 0 LISA GABLES TREASURER 1.00 X X 0 0 0 KAREN KOLB FLUDE MEMBER 1.00 X 0 0 0 RONNETTE SMITH MEMBER 1.00 X 0 0 0 MAE CARPENTER SECRETARY - PAST 1.00 X X 0 0 0 PATRICIA VOLLAND TREASURER - PAST 1.00 X X 0 0 0 YANIRA CRUZ MEMBER - PAST 1.00 X 0 0 0 JOHNATHAN LAVIN MEMBER - PAST 1.00 X 0 0 0 ROBERT STEIN PRESIDENT AND CEO 56.00 X 344224 0 63999 ROBERT LOWE CHIEF OPERATING OFFICER 49.00 X 113837 0 15237 CAROLE ANDERSON VICE PRESIDENT FOR EDUCATI 40.00 X 107507 0 10227 565568 0 89463 3 0 1 0 MANCHESTER GRAND HYATT ONE MARKET PLACE SAN DIEGO CA 92101 CONFERENCE 155625 REACTION AUDIO VISUAL LLC 9951 MUIRLANDS BLVD IRVINE CA 92618 AUDIO VISUAL SERVICES 128096 2 801415 776423 1577838 EDUCATION AND TRAINING 900099 1505103 1505103 1505103 319 319 PUBLICATION REVENUE 900099 25336 25336 ADVERTISING SALES 900099 25174 25174 50510 3133770 1555613 0 319 458742 299840 158902 957973 624000 333973 41385 27643 13742 78876 52685 26191 90871 60749 30122 342 225 117 10133 10133 107775 95217 12558 45799 45799 387928 370592 17336 122748 83886 38862 238017 164744 73273 62997 36331 26666 69163 59476 9687 EXHIBIT & EVENT SERVICE 392835 381303 11532 3065584 2302490 763094 0 204751 132459 932258 1157428 167930 222978 84496 77744 548173 449867 154427 98306 14680 14680 1558542 1703595 190953 228998 624647 663469 815600 892467 X 583052 713801 159890 97327 742942 811128 1558542 1703595 68186 0 X X 0 1 X 1 0 X 1805095 1658891 1592740 1443359 1577838 8077923 1751941 1587770 1458694 1386858 1555613 7740876 3557036 3246661 3051434 2830217 3133451 15818799 0 0 0 15818799 3357 1887 1224 586 319 7373 3357 1887 1224 586 319 7373 3560393 3248548 3052658 2830803 3133770 15826172 0.99950 0.99920 0.00050 0.00080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 61162 29672 31490 116338 115675 663 370673 304520 66153 98306 X 3133770 0 3133770 0 3133770 3065584 0 3065584 0 3065584 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, 2015, 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 2012. X X X 0 0 0 0 0 0 0 0 0 ROBERT STEIN PRESIDENT AND CEO 344224 0 0 0 0 0 19602 0 44397 0 408223 0 0 0 ROBERT CARPENTER SPOUSE OF DIRECTOR 17362 PROGRAM CONSULTANT 0 FORM 990, PART III, LINE 2 IN NOVEMBER OF 2014, ASA, IN PARTNERSHIP WITH THE UNIVERSITY OF SOUTHERN CALIFORNIA'S LEONARD DAVIS SCHOOL OF GERONTOLOGY, OFFERED A REPEATING SERIES OF A FIVE-WEEK ONLINE COURSE ENTITLED "FUNDAMENTALS OF GERONTOLOGY." MORE THAN 400 PROFESSIONALS ENROLLED IN AND COMPLETED THE PROGRAM BETWEEN NOVEMBER 2014 AND AUGUST 2015. 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 A, LINE 7A GENERAL, ORGANIZATIONAL AND STUDENT MEMBERS ARE ELIGIBLE TO VOTE TO ELECT MEMBERS OF THE GOVERNING BOARD. HONORARY MEMBERS DO NOT HAVE VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS THAT AFFECT THE RIGHTS OF MEMBERS MUST BE APPROVED BY THE 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.