NATIONAL COUNCIL ON AGING INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL COUNCIL ON AGING INC (EIN 13-1932384)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-14
- IRS object ID
- 201511349349306146
- Schema version
- 2013v4.0
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T14:56:59-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9737 WASHINGTONIAN BLVD 400 | AddressLine1 |
| City | GAITHERSBURG | City |
| State | MD | State |
| ZIP Code | 208787340 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22202 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONNA WHITT | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 5715273900 | PhoneNum |
| Signature | 2015-05-14 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NCOA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES FIRMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 18TH STREET SOUTH NO 500 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $39,111,655 | 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 HEALTH AND INDEPENDENCE OF OLDER PERSONS, ESPECIALLY THOSE WHO ARE STRUGGLING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 1532 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $40,693,490 | PYContributionsGrantsAmt |
| CY Contributions Grants | $37,249,518 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,791,640 | CYProgramServiceRevenueAmt |
| PY Investment Income | $86,984 | PYInvestmentIncomeAmt |
| CY Investment Income | $52,980 | CYInvestmentIncomeAmt |
| PY Other Revenue | $85 | PYOtherRevenueAmt |
| CY Other Revenue | -$54,999 | CYOtherRevenueAmt |
| PY Total Revenue | $40,780,559 | PYTotalRevenueAmt |
| CY Total Revenue | $39,039,139 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $17,668,900 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $19,675,686 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,331,897 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,574,877 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $267,372 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,567,653 | PYOtherExpensesAmt |
| CY Other Expenses | $13,500,903 | CYOtherExpensesAmt |
| PY Total Expenses | $41,568,450 | PYTotalExpensesAmt |
| CY Total Expenses | $40,751,466 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$787,891 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,712,327 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,614,798 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,795,061 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,784,352 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,375,765 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,830,446 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,419,296 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE NATIONAL COUNCIL ON AGING (NCOA) IS A NONPROFIT SERVICE AND ADVOCACY ORGANIZATION HEADQUARTERED IN ARLINGTON, VA. OUR MISSION IS TO IMPROVE THE LIVES OF OLDER AMERICANS.NCOA IS A NATIONAL VOICE FOR OLDER ADULTS-ESPECIALLY THOSE WHO ARE VULNERABLE AND DISADVANTAGED-AND THE COMMUNITY ORGANIZATIONS THAT SERVE THEM. WE BRING TOGETHER NONPROFIT ORGANIZATIONS, BUSINESSES, AND GOVERNMENT TO DEVELOP CREATIVE SOLUTIONS THAT IMPROVE THE LIVES OF ALL OLDER ADULTS.WE WORK WITH THOUSANDS OF ORGANIZATIONS ACROSS THE COUNTRY TO HELP SENIORS FIND JOBS AND BENEFITS, IMPROVE THEIR HEALTH, LIVE INDEPENDENTLY, AND REMAIN ACTIVE IN THEIR COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $26,448,039 | ExpenseAmt |
| Grant | $16,865,245 | GrantAmt |
| Desc | WORKFORCE DEVELOPMENT:SERVICES AND SUPPORTS TO INCREASE OLDER ADULT'S PARTICIPATION IN MEANINGFUL AND REWARDING PAID EMPLOYMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,289,573 | ExpenseAmt |
| Grant | $2,065,615 | GrantAmt |
| Desc | ACCESS TO BENEFITS:SERVICES AND SUPPORT TO INCREASE OLDER ADULTS' ACCESS TO PUBLIC AND PRIVATE BENEFITS AND RESOURCES THAT IMPROVE THE QUALITY OF THEIR LIVES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,172,891 | ExpenseAmt |
| Grant | $607,453 | GrantAmt |
| Desc | HEALTHY AGING SOCIAL ENTERPRISE:THE CURRENT FOCUS OF THAT WORK IS WIDESPREAD DIFFUSION OF STANFORD UNIVERSITY'S EVIDENCE-BASED ONLINE SELF-MANAGEMENT WORKSHOPS INCLUDING CHRONIC DISEASE SELF-MANAGEMENT, ARTHRITIS, DIABETES, AND AN ONLINE WORKSHOP DESIGNED FOR FAMILY CAREGIVERS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (7 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc | GrantGrantAmt |
|---|---|---|---|
| $1,647,699 | $1,791,640 | MEDICARE EDUCATION PROGRAM | |
| $1,537,317 | HEALTHY AGING PROGRAMS | $137,373 | |
| $710,214 | HOME EQUITY PROGRAMS | ||
| $551,340 | PUBLIC POLICY & ADVOCACY | ||
| $401,215 | ECONOMIC SECURITY INITIATIVES | ||
| $483,452 | SHARED SERVICES | ||
| $125,144 | AGING MASTERY PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,456,381 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $137,373 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,791,640 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $38,366,884 | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 | 178 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1532 | 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22202 | ZIPCode |
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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD BROWDIE | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANDREW GREENE | ||||||||
| TREASURER AND SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MSGR CHARLES FAHEY | ||||||||
| PAST CHAIR-NCOA UNTIL 09/2013 | 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 | |||
| JAMES KNICKMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK MCCLELLAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MOLLY METTLER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AI-JEN POO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD W SCHOEFFLER | ||||||||
| DIRECTOR UNTIL 09/2013 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID SIDWELL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA TREJO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CASS WHEELER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROL ZERNIAL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUNDER JOSHI | ||||||||
| AUDIT COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HEATHER DUPRE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES FIRMAN | ||||||||
| CEO & PRESIDENT | 37.50 | Yes (X) | $258,197 | $0 | $52,126 | |||
| JAY GREENBERG | ||||||||
| EXECUTIVE VP | 37.50 | Yes (X) | $197,276 | $0 | $33,869 | |||
| DONNA WHITT | ||||||||
| SENIOR VP/CFO | 37.50 | Yes (X) | $192,469 | $0 | $12,542 | |||
| RICHARD BIRKEL | ||||||||
| SENIOR VICE PRESIDENT | 37.50 | $174,281 | $0 | $29,789 | Yes (X) | |||
| HOWARD BEDLIN | ||||||||
| VICE PRESIDENT | 37.50 | $191,050 | $0 | $40,113 | Yes (X) | |||
| RINA PENNACCHIA | ||||||||
| VICE PRESIDENT | 37.50 | $158,563 | $0 | $19,517 | Yes (X) | |||
| MARLENE SCHNEIDER | ||||||||
| VICE PRESIDENT | 37.50 | $146,882 | $0 | $18,779 | Yes (X) | |||
| DEL FRYE | ||||||||
| SENIOR DIRECTOR | 37.50 | $128,459 | $0 | $27,186 | Yes (X) | |||
| NORA DOWD-EISENHOWER | ||||||||
| SENIOR VICE PRESIDENT | 37.50 | $125,221 | $0 | $22,604 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,572,398 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $256,525 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LEVIATHAN TECHNOLOGY GROUP INC | |||||
| 425 EAST 74TH ST 2C | NEW YORK | NY | 10021 | INFORMATION TECH | $502,185 |
| NATIONAL FOUNDATION FOR DEBT MANAGEMENT | |||||
| 14104 58TH STREET NORTH | CLEARWATER | FL | 33760 | CONSULTING | $390,190 |
| HOUSING OPTIONS PROVIDED FOR THE ELDERLY | |||||
| 4265 SHAW BLVD | ST LOUIS | MO | 63110 | CONSULTING | $232,988 |
| RANDALL GRUBER & ASSOCIATES | |||||
| 2 SAWIN STREET | NATICK | MA | 01760 | CONSULTING | $150,000 |
| TILLONA LAW LLC | |||||
| 15 RESERVOIR ROAD | FARMINGTON | CT | 06032 | LEGAL | $137,407 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $263,372 | MembershipDuesAmt |
| Fundraising | $88,460 | FundraisingAmt |
| Government Grants | $31,559,872 | GovernmentGrantsAmt |
| All Other Contributions | $5,337,814 | AllOtherContributionsAmt |
| Noncash Contributions | $272 | NoncashContributionsAmt |
| Total Contributions | $37,249,518 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEDICARE ED PROGRAM | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,791,640 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,791,640 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,791,640 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,980 | TotalRevenueColumnAmt |
| Exclusion | $52,980 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $17,500 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $88,460 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $72,516 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$55,016 | TotalRevenueColumnAmt |
| Exclusion | -$55,016 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $17 | TotalRevenueColumnAmt |
| Exclusion | $17 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $17 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,039,139 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,791,640 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$2,019 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,649,878 | TotalAmt |
| Program Services | $19,649,878 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,808 | TotalAmt |
| Program Services | $25,808 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,062,551 | TotalAmt |
| Program Services | $945,860 | ProgramServicesAmt |
| Management And General | $101,912 | ManagementAndGeneralAmt |
| Fundraising | $14,779 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,205,711 | TotalAmt |
| Program Services | $2,996,965 | ProgramServicesAmt |
| Management And General | $1,055,655 | ManagementAndGeneralAmt |
| Fundraising | $153,091 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,487 | TotalAmt |
| Program Services | $250,574 | ProgramServicesAmt |
| Management And General | $26,998 | ManagementAndGeneralAmt |
| Fundraising | $3,915 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,092,606 | TotalAmt |
| Program Services | $972,614 | ProgramServicesAmt |
| Management And General | $104,795 | ManagementAndGeneralAmt |
| Fundraising | $15,197 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $932,522 | TotalAmt |
| Program Services | $830,110 | ProgramServicesAmt |
| Management And General | $89,441 | ManagementAndGeneralAmt |
| Fundraising | $12,971 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,650 | TotalAmt |
| Program Services | $235,151 | ProgramServicesAmt |
| Management And General | $29,499 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,015 | TotalAmt |
| Management And General | $80,015 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,972 | TotalAmt |
| Management And General | $26,972 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,459,927 | TotalAmt |
| Program Services | $3,211,361 | ProgramServicesAmt |
| Management And General | $239,426 | ManagementAndGeneralAmt |
| Fundraising | $9,140 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $519,253 | TotalAmt |
| Program Services | $459,872 | ProgramServicesAmt |
| Management And General | $44,466 | ManagementAndGeneralAmt |
| Fundraising | $14,915 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,816 | TotalAmt |
| Program Services | $385,150 | ProgramServicesAmt |
| Management And General | $14,231 | ManagementAndGeneralAmt |
| Fundraising | $12,435 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $957,220 | TotalAmt |
| Program Services | $764,821 | ProgramServicesAmt |
| Management And General | $166,215 | ManagementAndGeneralAmt |
| Fundraising | $26,184 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $568,560 | TotalAmt |
| Program Services | $528,196 | ProgramServicesAmt |
| Management And General | $40,311 | ManagementAndGeneralAmt |
| Fundraising | $53 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,008 | TotalAmt |
| Program Services | $89,464 | ProgramServicesAmt |
| Management And General | $14,044 | ManagementAndGeneralAmt |
| Fundraising | $500 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,011 | TotalAmt |
| Program Services | $129,051 | ProgramServicesAmt |
| Management And General | $4,768 | ManagementAndGeneralAmt |
| Fundraising | $4,192 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,370 | TotalAmt |
| Program Services | $16,821 | ProgramServicesAmt |
| Management And General | $65,549 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| TRAINING - ENROLLEE | $6,831,520 | $6,831,520 | |
| OTHER COSTS | $50,528 | $37,615 | $12,913 |
| UNALLOWABLE | $6,053 | $6,053 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,751,466 | TotalAmt |
| Program Services | $38,366,884 | ProgramServicesAmt |
| Management And General | $2,117,210 | ManagementAndGeneralAmt |
| Fundraising | $267,372 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $771,001 | BOYAmt |
| EOY | $1,291,986 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,991 | BOYAmt |
| EOY | $218,533 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,643,946 | BOYAmt |
| EOY | $5,250,502 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,656 | BOYAmt |
| EOY | $10,289 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,037 | BOYAmt |
| EOY | $384,073 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,888,661 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,445,939 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $416,086 | BOYAmt |
| EOY | $442,722 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,144,081 | BOYAmt |
| EOY | $2,196,956 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,614,798 | BOYAmt |
| EOY | $9,795,061 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,444,767 | BOYAmt |
| EOY | $2,610,473 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,053 | BOYAmt |
| EOY | $51,053 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,258,532 | BOYAmt |
| EOY | $2,714,239 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,784,352 | BOYAmt |
| EOY | $5,375,765 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315,276 | BOYAmt |
| EOY | $631,199 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,515,170 | BOYAmt |
| EOY | $3,788,097 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,830,446 | BOYAmt |
| EOY | $4,419,296 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,614,798 | BOYAmt |
| EOY | $9,795,061 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,712,327 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $301,177 | 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 | $45,017,610 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,977,092 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,015,130 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,693,490 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,020,351 | CurrentTaxYearAmt |
| Total | $234,723,673 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,017,610 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,977,092 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,015,130 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,693,490 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,020,351 | CurrentTaxYearAmt |
| Total | $234,723,673 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $234,723,673 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,543 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $113,738 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $117,063 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,984 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,980 | CurrentTaxYearAmt |
| Total | $416,308 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $85 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17 | CurrentTaxYearAmt |
| Total | $102 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $235,140,083 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,038,307 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99820 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99690 | 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 | $574 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,901 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $11,475 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $40,812,507 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $40,823,982 | 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 | $26,499 | CurrentYearMinus3Amt |
| Current Year Minus2 | $15,903 | CurrentYearMinus2Amt |
| Current Year Minus1 | $9,132 | CurrentYearMinus1Amt |
| Current Year | $11,475 | CurrentYearAmt |
| Total | $63,009 | 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 | $1,325 | CurrentYearMinus3Amt |
| Current Year Minus2 | $795 | CurrentYearMinus2Amt |
| Current Year Minus1 | $481 | CurrentYearMinus1Amt |
| Current Year | $574 | CurrentYearAmt |
| Total | $3,175 | TotalAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $932,101 | OtherCostOrOtherBasisAmt |
| Depreciation | $707,758 | DepreciationAmt |
| Book Value | $224,343 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $96,145 | OtherCostOrOtherBasisAmt |
| Depreciation | $96,145 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $860,415 | OtherCostOrOtherBasisAmt |
| Depreciation | $642,036 | DepreciationAmt |
| Book Value | $218,379 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $442,722 | 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 | $2,195,956 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,196,956 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PENSION COSTS | $2,166,301 |
| DUE TO RELATED PARTIES | $154,345 |
| DEFERRED RENT | $393,593 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,714,239 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $39,084,683 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $39,084,683 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $26,972 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$72,516 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$45,544 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $39,039,139 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $40,798,343 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $73,849 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $73,849 | ExpensesNotReportedAmt |
| Expenses Subtotal | $40,724,494 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $26,972 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $26,972 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $40,751,466 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | NCOA AND THE FOUNDATION ARE EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER SECTION 501(C)(3) AND 501(C)(2), RESPECTIVELY, OF THE INTERNAL REVENUE CODE. AS SUCH, NCOA AND THE FOUNDATION ARE TAXED ONLY ON THEIR UNRELATED BUSINESS INCOME. NO PROVISION FOR INCOME TAXES WAS REQUIRED FOR FISCAL YEAR 2013. NCOA IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION BY THE INTERNAL REVENUE SERVICE. THE CORPORATION (NATIONAL COUNCIL ON AGING DEVELOPMENT CORPORATION) IS A FOR-PROFIT ENTITY WHICH HAD NO SIGNIFICANT INCOME OR LOSS FOR THE FISCAL YEAR ENDED JUNE 30, 2014. THE ORGANIZATION COMPLIES WITH THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. THE ORGANIZATION HAD NO SUCH POSITIONS RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS AT JUNE 30, 2014. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX POSITIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2011. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES REPORTED ON PART VIII, LINE 8B -72,516. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | AFFILIATE EXPENSES INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENT 1,333. FUNDRAISING EVENT EXPENSES REPORTED ON PART VIII, LINE 8B 72,516. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | GRANTS TO RECIPIENT LOCATED IN REGION | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $25,808 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $25,808 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $25,808 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | RegionTxt |
| Purpose Of Grant | SUPPORT | PurposeOfGrantTxt |
| Cash Grant | $25,808 | CashGrantAmt |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
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 AS APPROPRIATE. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AWARD DINNER | NameOfEvent1Amt |
| Gross Receipts Event1 | $105,960 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $88,460 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $17,500 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $27,058 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $45,458 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $105,960 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $88,460 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $17,500 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $27,058 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $45,458 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $72,516 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$55,016 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (80 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| PATH STONE | ||||||||
| 400 EAST AVE | ROCHESTER | NY | 14607 | 160984913 | 501(C)(3) | $6,386,972 | SUPPORT | |
| FAMILY SERVICE AGENCY OF SAN MATEO COUNTY | ||||||||
| 24 2ND AVE | SAN MATEO | CA | 94401 | 941186169 | 501(C)(3) | $1,292,938 | SUPPORT | |
| NORTHERN KENTUCKY COMMUNITY ACTION COMMISSION | ||||||||
| PO BOX 931 | COVINGTON | KY | 41012 | 610667805 | 501(C)(3) | $1,282,935 | SUPPORT | |
| WESTMORELAND COUNTY COMMUNITY COLLEGE | ||||||||
| 145 PAVILLION LANE | YOUNGWOOD | PA | 15697 | 251511934 | 501(C)(3) | $1,165,941 | SUPPORT | |
| THE LEGACY LINK | ||||||||
| 508 OAK STREET SUITE 1 | GAINESVILLE | GA | 30503 | 582317890 | 501(C)(3) | $1,163,230 | SUPPORT | |
| FAMILY SERVICE AGENCY OF SAN FRANCISCO | ||||||||
| 10101 GOUGH STREET | SAN FRANCISCO | CA | 94109 | 941156530 | 501(C)(3) | $1,145,047 | SUPPORT | |
| SOUTHWESTERN COMMUNITY ACTION COUNCIL | ||||||||
| 540 FIFTH AVE | HUNTINGTON | WV | 25701 | 550488202 | 501(C)(3) | $784,700 | SUPPORT | |
| LUZERNEWYOMING COUNTIES AREA AGENCY ON AGING | ||||||||
| 111 N PENNSYLVANIA BLVD | WILKESBARRE | PA | 18701 | 232660272 | 501(C)(3) | $619,950 | SUPPORT | |
| CRISPRUS ATTUCKS ASSOCIATION OF YORK PA | ||||||||
| 605 SOUTH DUKE STREET | YORK | PA | 17401 | 231365320 | 501(C)(3) | $611,532 | SUPPORT | |
| NORTHEAST LOUISIANA UNIVERSITY | ||||||||
| 700 UNIVERSITY AVENUE | MONROE | LA | 71209 | 726001695 | 501(C)(3) | $599,871 | SUPPORT | |
| REGIONAL VIII PLANNING & DEVELOPMENT COUNCIL | ||||||||
| PO BOX 869 | PETERSBURG | WV | 26847 | 550531062 | 501(C)(3) | $543,426 | SUPPORT | |
| BIG SANDY AREA COMMUNITY ACTION PROGRAM | ||||||||
| 2ND FLOOR JOHNSON COUNTY COURTHOUSE | PAINTSVILLE | KY | 41240 | 610653946 | 501(C)(3) | $532,631 | SUPPORT | COURTHOUSE |
| CENTRAL WEST VIRGINIA AGING SERVICES | ||||||||
| PO BOX 186 | BUCKHANNON | WV | 26201 | 550613613 | 501(C)(3) | $444,993 | SUPPORT | |
| THE OASIS INSTITUTE | ||||||||
| 7710 CARONDELET SUITE 125 | ST LOUIS | MO | 63105 | 431830354 | 501(C)(3) | $389,275 | SUPPORT | |
| NEW YORK CITY DEPARTMENT FOR THE AGING | ||||||||
| 2 LAYFAYETTE ST | NEW YORK | NY | 10007 | 133153550 | STATE/CITY | $331,079 | SUPPORT | |
| SOUTH ALABAMA REGIONAL COMMISSION | ||||||||
| 110 BEAUREGARD ST PO BOX 166 | MOBILE | AL | 36633 | 630501382 | 501(C)(3) | $215,000 | SUPPORT | |
| YMCA OF THE USA | ||||||||
| 101 NORTH WACKER DR SUITE 1600 | CHICAGO | IL | 60606 | 363258696 | 501(C)(3) | $192,370 | SUPPORT | |
| CATHOLIC HEALTH INITIATIVE | ||||||||
| 6385 CORPORATE DR SUITE 301 | COLORADO SPRINGS | CO | 80919 | 840902211 | 501(C)(3) | $180,000 | SUPPORT | |
| AGE OPTIONS | ||||||||
| 1048 LAKE STREET SUITE 300 | OAK PARK | IL | 60301 | 362806193 | 501(C)(3) | $125,000 | SUPPORT | |
| SENIOR COMMUNITY OUTREACH SERVICES INC | ||||||||
| 840 WEST AUSTIN AVENUE | ALAMO | TX | 78516 | 742805842 | 501(C)(3) | $105,000 | SUPPORT | |
| BENEFITS DATA TRUST | ||||||||
| 2 LOGAN SQUARE SUITE 550 | PHILADELPHIA | PA | 19103 | 203455598 | 501(C)(3) | $100,000 | SUPPORT | |
| ELDER LAW OF MICHIGAN INC | ||||||||
| 3815 W ST JOSEPH STE C-200 | LANSING | MI | 48917 | 382906530 | 501(C)(3) | $75,000 | SUPPORT | |
| ADELANTE DEVELOPMENT CENTER | ||||||||
| 3900 OSUNA RD NE | ALBUQUERQUE | NM | 87109 | 850262072 | 501(C)(3) | $65,000 | SUPPORT | |
| BANNER OLIVE BRANCH SENIOR CENTER | ||||||||
| 11250 N 107TH AVE | SUN CITY | AZ | 85351 | 450233470 | 501(C)(3) | $65,000 | SUPPORT | |
| COUNCIL ON AGING ORANGE COUNTY | ||||||||
| 1971 E 4TH STREET SUITE 200 | SANTA ANA | CA | 92705 | 596000773 | STATE/CITY | $65,000 | SUPPORT | |
| SENIOR SERVICES OF SEATTLE-KING COUNTY | ||||||||
| 2208 SECOND AVE SUITE 100 | SEATTLE | WA | 98121 | 911870393 | 501(C)(3) | $50,423 | SUPPORT | |
| CITY OF CHICAGO-DEPT OF AGING | ||||||||
| 1615 WEST CHICAGO AVE 3RD FLOOR | CHICAGO | IL | 60622 | 366005820 | STATE/CITY | $50,000 | SUPPORT | |
| MEDICARE RIGHTS CENTER | ||||||||
| 266 WEST 37TH STREET 3RD FLOOR | NEW YORK | NY | 10018 | 133505372 | 501(C)(3) | $50,000 | SUPPORT | |
| NATIONAL ASSOCIATION OF STATE UNITS ON AGING | ||||||||
| 1201 15TH ST NW 350 | WASHINGTON | DC | 20005 | 396095459 | 501(C)(3) | $49,999 | SUPPORT | |
| COMMUNITY FOOD ADVOCATES | ||||||||
| 604 GALLATIN RD SUITE 211 | NASHVILLE | TN | 37206 | 510185425 | 501(C)(3) | $40,000 | SUPPORT | |
| COMMUNITY HEALTH CENTER ASSOCIATION OF CONNECTICUT | ||||||||
| 100 GREAT MEADOW RD SUITE 400 | WETHERSFIELD | CT | 06109 | 223036666 | 501(C)(3) | $40,000 | SUPPORT | |
| INDEPENDENT LIVING CENTER INC | ||||||||
| 2639 E 34TH STREET | JOPLIN | MO | 64804 | 431714219 | 501(C)(3) | $40,000 | SUPPORT | |
| MEXICAN AMERICAN OPPORTUNITY FOUNDATION | ||||||||
| 972 S GOODRICH BLVD | CITY OF COMMERCE | CA | 90022 | 952594166 | 501(C)(3) | $40,000 | SUPPORT | |
| TEXAS A&M UNIVERSITY SYSTEM-HEALTH SCIENCE CENTER | ||||||||
| 301 TARROW ST | COLLEGE STATION | TX | 77840 | 742907553 | 501(C)(3) | $37,803 | SUPPORT | |
| CENTER FOR INDEPENDENCE OF THE DISABLED | ||||||||
| 841 BROADWAY SUITE 301 | NEW YORK | NY | 10003 | 132984549 | 501(C)(3) | $35,000 | SUPPORT | |
| CENTURA HEALTH LINKS | ||||||||
| 6385 CORPORATE DRIVE SUITE 301 | COLORADO SPRINGS | CO | 80211 | 840902211 | 501(C)(3) | $35,000 | SUPPORT | |
| ELDERSOURCE | ||||||||
| 4160 WOODCOCK DR 2ND FLOOR | JACKSONVILLE | FL | 32207 | 591569867 | 501(C)(3) | $35,000 | SUPPORT | |
| GEORGIA LEGAL SERVICES PROGRAM INC | ||||||||
| 104 MARIETTA STREET SUITE 250 | ATLANTA | GA | 30303 | 581111590 | 501(C)(3) | $35,000 | SUPPORT | |
| GREEN RIVER AREA DEVELOPMENT DISTRICT | ||||||||
| 300 GRADD WAY | OWENSBORO | KY | 42301 | 610706096 | 501(C)(3) | $35,000 | SUPPORT | |
| ISABELLA GERIATRIC CENTER | ||||||||
| 515 AUDOBON AVE | NEW YORK | NY | 10040 | 133623808 | 501(C)(3) | $35,000 | SUPPORT | |
| KOREAN AMERICAN COMMUNITY | ||||||||
| 4300 N CALIFORNIA AVE | CHICAGO | IL | 60618 | 362746468 | 501(C)(3) | $35,000 | SUPPORT | |
| LEGAL AID OF THE BLUEGRASS | ||||||||
| 104 EAST 7TH ST | COVINGTON | KY | 41011 | 610668572 | 501(C)(3) | $35,000 | SUPPORT | |
| LEGAL SERVICES FOR THE ELDERLY | ||||||||
| 5 WABON STREET | AUGUSTA | ME | 04330 | 010359131 | 501(C)(3) | $35,000 | SUPPORT | |
| SENIOR RESOURCES AGENCY ON AGING | ||||||||
| 4 BROADWAY 3RD FLOOR | NORWICH | CT | 06360 | 060916608 | 501(C)(3) | $35,000 | SUPPORT | |
| WASHINGTON COUNTY DISABILITY AGING AND VETERANS SERVICES | ||||||||
| 180 EAST MAIN ST | HILLSBORO | OR | 97123 | 936002316 | STATE/CITY | $35,000 | SUPPORT | |
| WASHINGTON COUNTY COMMISSION ON AGING INC | ||||||||
| 140 WEST FRANKLIN STREET 4TH FLOOR | HAGERSTOWN | MD | 21740 | 520899001 | STATE/CITY | $35,000 | SUPPORT | |
| WISE & HEALTHY AGING | ||||||||
| 1527 4TH STREET | SANTA MONICA | CA | 90401 | 952788801 | 501(C)(3) | $35,000 | SUPPORT | |
| CHINESE COMMUNITY CENTER INC | ||||||||
| 9800 TOWN PARK DRIVE | HOUSTON | TX | 77036 | 760067885 | 501(C)(3) | $25,000 | SUPPORT | |
| TENNESSEE COMMISSION ON AGING & DISABILITY | ||||||||
| 502 DEADRICK STREET 9TH FL | NASHVILLE | TN | 37243 | 626001445 | STATE/CITY | $25,000 | SUPPORT | |
| STANFORD UNIVERSITY | ||||||||
| PO BOX 44253 | SAN FRANCISCO | CA | 94144 | 941156365 | 501(C)(3) | $18,574 | SUPPORT | |
| NATIONAL ASSOCIATION OF STATES UNITED FOR AGING & DISABILITIES | ||||||||
| 1201 15TH STREET NW 350 | WASHINGTON | DC | 20005 | 396095459 | 501(C)(3) | $16,666 | SUPPORT | |
| NATIONAL HISPANIC COUNCIL ON AGING | ||||||||
| 734 15TH ST NW SUITE 1050 | WASHINGTON | DC | 20005 | 521306347 | 501(C)(3) | $16,000 | SUPPORT | |
| AMERICAN ASSOC ON HEALTH & DISABILITY | ||||||||
| 110 N WASINGTON STREET SUITE 328-J | ROCKVILLE | MD | 20850 | 521864887 | 501(C)(3) | $10,000 | SUPPORT | |
| TERRIFIC INC | ||||||||
| 1222 T STREET NW | WASHINGTON | DC | 20009 | 521177254 | 501(C)(3) | $10,000 | SUPPORT | |
| AGING PARTNERS | ||||||||
| 1005 O STREET | LINCOLN | NE | 68508 | 476006256 | 501(C)(3) | $8,000 | SUPPORT | |
| CARE CONNECTION FOR AGING SERVICES | ||||||||
| PO BOX 1078-106 W YOUNG | WARRENSBURG | MI | 64093 | 431015585 | 501(C)(3) | $8,000 | SUPPORT | |
| CATHOLIC HEALTH CARE SERVICES | ||||||||
| 701 LANSDALE AVENUE | LANSDALE | PA | 19446 | 232757180 | 501(C)(3) | $8,000 | SUPPORT | |
| CENTER IN THE PARK | ||||||||
| 58818 GERMANTOWN AVE | PHILADELPHIA | PA | 19144 | 231919016 | 501(C)(3) | $8,000 | SUPPORT | |
| CHINESE INFORMATION & SERVICES CENTER | ||||||||
| 611 SOUTH LANE ST | SEATTLE | WA | 98104 | 237438529 | 501(C)(3) | $8,000 | SUPPORT | |
| DAVIDSON COUNTY DEPT OF SENIOR SERVICES | ||||||||
| 555 B-WEST CENTER ST EXTENSION | LEXINGTON | NC | 27295 | 566000294 | STATE/CITY | $8,000 | SUPPORT | |
| EAST VALLEY ADULT RESOURCES | ||||||||
| 45 W UNIVERSITY SUITE A | MESA | AZ | 85201 | 942596075 | 501(C)(3) | $8,000 | SUPPORT | |
| FOOD RESEARCH AND ACTION CENTER | ||||||||
| 1200 18TH STREET NW SUITE 400 | WASHINGTON | DC | 20036 | 237200739 | 501(C)(3) | $8,000 | SUPPORT | |
| GRAFTON COUNTY SENIOR CITIZENS COUNCIL | ||||||||
| 10 CAMPBELL STREET | LEBANON | NH | 03766 | 237248316 | 501(C)(3) | $8,000 | SUPPORT | |
| HANOVER TOWNSHIP | ||||||||
| 250 SOUTH ILLINOIS | BARTLETT | IL | 60103 | 362750477 | STATE/CITY | $8,000 | SUPPORT | |
| INSTITUTE FOR WORKFORCE INNOVATION | ||||||||
| PO BOX 13522 | GAINSVILLE | FL | 32604 | 592596359 | 501(C)(3) | $8,000 | SUPPORT | |
| KOREAN WOMEN'S ASSOCIATION | ||||||||
| 123 E 96TH STREET | TACOMA | WA | 98445 | 911066806 | 501(C)(3) | $8,000 | SUPPORT | |
| MEDINA COUNTY OFFICE FOR OLDER ADULTS | ||||||||
| 246 NORTHLAND DRIVE G-20 | MEDINA | OH | 44256 | 346001851 | 501(C)(3) | $8,000 | SUPPORT | |
| MISSOULA FOOD BANK INC | ||||||||
| 219 S 3RD STREET W | MISSOULA | MT | 59801 | 810414143 | 501(C)(3) | $8,000 | SUPPORT | |
| MIZELL SENIOR CTR OF PALM SPRINGS | ||||||||
| 480 S SUNRISE WAY | PALM SPRINGS | CA | 92262 | 953464835 | 501(C)(3) | $8,000 | SUPPORT | |
| PALATINE TOWNSHIP SENIOR CITIZENS COUNCIL | ||||||||
| 505 SOUTH QUENTIN RD | PALATINE | IL | 60067 | 362781764 | 501(C)(3) | $8,000 | SUPPORT | |
| QUEEN COMMUNITY HOUSE | ||||||||
| 108-25 62ND DRIVE | FORREST HILLS | NY | 11375 | 112375583 | 501(C)(3) | $8,000 | SUPPORT | |
| SENIOR CITIZENS INC | ||||||||
| 3025 BULL STREET | SAVANNAH | GA | 31405 | 580864009 | 501(C)(3) | $8,000 | SUPPORT | |
| ST JOHNS COUNTY COUNCIL ON AGING | ||||||||
| 180 MARINE STREET | ST AUGUSTINE | FL | 32084 | 591525829 | 501(C)(3) | $8,000 | SUPPORT | |
| TOWN OF AMHERST | ||||||||
| 5583 MAIN STREET | WILLIAMSVILLE | NY | 14221 | 166002157 | STATE/CITY | $8,000 | SUPPORT | |
| TOWN OF TEMPLETON | ||||||||
| 135 PATIOTS ROAD EAST | TEMPLETON | MA | 01438 | 046001321 | STATE/CITY | $8,000 | SUPPORT | |
| VALLEY PROGRAM FOR AGING SERVICES INC | ||||||||
| 2137 MAGNOLIA AVENUE | BUENA VISTA | VA | 24416 | 540958526 | 501(C)(3) | $8,000 | SUPPORT | |
| VOLUNTARY ACTION CENTER OF NEPA | ||||||||
| 538 SPRUCE STREET | SCRANTON | PA | 18503 | 231857761 | 501(C)(3) | $8,000 | SUPPORT | |
| VOLUNTEER ACTION CENTER OF THE PRINCE WILLIAM AREA INC | ||||||||
| 9248 CENTER ST | MANASSAS | VA | 20110 | 541177488 | 501(C)(3) | $8,000 | SUPPORT | |
| (no name) | ||||||||
| SUPPORT | ||||||||
| (no name) | ||||||||
| SUPPORT | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 78 | 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 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 (8 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 & PRESIDENT | $257,563 | $0 | $0 | $0 | $634 | $0 | $28,469 | $0 | $25,283 | $0 | $311,949 | $0 | $0 | $0 |
| JAY GREENBERG | ||||||||||||||
| EXECUTIVE VP | $191,976 | $0 | $3,823 | $0 | $1,477 | $0 | $12,031 | $0 | $22,245 | $0 | $231,552 | $0 | $0 | $0 |
| DONNA WHITT | ||||||||||||||
| SENIOR VP/CFO | $187,356 | $0 | $4,684 | $0 | $429 | $0 | $11,257 | $0 | $2,981 | $0 | $206,707 | $0 | $0 | $0 |
| RICHARD BIRKEL | ||||||||||||||
| SENIOR VICE PRESIDENT | $170,123 | $0 | $3,500 | $0 | $658 | $0 | $10,597 | $0 | $20,675 | $0 | $205,553 | $0 | $0 | $0 |
| HOWARD BEDLIN | ||||||||||||||
| VICE PRESIDENT | $166,318 | $0 | $24,303 | $0 | $429 | $0 | $15,774 | $0 | $26,071 | $0 | $232,895 | $0 | $0 | $0 |
| RINA PENNACCHIA | ||||||||||||||
| VICE PRESIDENT | $153,113 | $0 | $4,090 | $0 | $1,360 | $0 | $9,441 | $0 | $10,313 | $0 | $178,317 | $0 | $0 | $0 |
| MARLENE SCHNEIDER | ||||||||||||||
| VICE PRESIDENT | $142,572 | $0 | $3,881 | $0 | $429 | $0 | $8,804 | $0 | $11,320 | $0 | $167,006 | $0 | $0 | $0 |
| DEL FRYE | ||||||||||||||
| SENIOR DIRECTOR | $126,062 | $0 | $2,167 | $0 | $230 | $0 | $7,913 | $0 | $20,771 | $0 | $157,143 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | BONUS PAYMENT WAS BASED ON MEETING INDIVIDUALS GOALS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | AGING MASTERY PROGRAM: AIMS TO HELP MILLIONS OF OLDER ADULTS TAKE KEY STEPS TO IMPROVE THEIR WELL-BEING AND ADD STABILITY TO THEIR LIVES BY ENCOURAGING MASTERY--DEVELOPING SUSTAINABLE BEHAVIORS ACROSS MANY DIMENSIONS THAT WILL LEAD TO IMPROVED HEALTH, STRONGER FINANCIAL SECURITY, AND OVERALL WELL-BEING. |
| FORM 990, PART III, LINE 3 | MEDICARE EDUCATION PROGRAM: UNDER A NEW "CONTROLLED" ENTITY, NCOA SERVICES LLC (A SINGLE MEMBER LLC ORGANIZED UNDER THE LAWS OF THE STATE OF DELAWARE) WE PROVIDE AN EDUCATIONAL WEBSITE TO HELP OLDER AMERICANS WITH DECISIONS THEY NEED TO MAKE REGARDING MEDICARE AND OTHER BENEFITS RELATED OPTIONS. |
| FORM 990, PART VI, SECTION B, LINE 11 | 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 OR TRUSTEES AND KEY EMPLOYEES ANNUALLY CONFIRM UNDER THE CONFLICT OF INTEREST POLICY. |
| 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 SUBSIDIARY 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 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 FY14, THERE WERE SIXTEEN 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. TWO BOARD MEMBERS LEFT DURING THIS PERIOD. AT JUNE 30, 2014, THERE WERE ONLY TWELVE VOTING BOARD MEMBERS. |
| FORM 990, PART XI, LINE 9: | PENSION-RELATED CHANGES OTHER THAN NET PERIODIC COST 301,177. |
| FORM 990, PAGE 1, LINE 5, NUMBER OF EMPLOYEES | NCOA HAD 124 EMPLOYEES DURING CALENDAR YEAR-END 2013; THERE WERE ALSO 1408 W-2S SENT TO ENROLLES OF U.S. GOVT. GRANT PROGRAMS THAT ARE INCLUDED FOR THE TOAL OF 1532 REPORTED IN PART V LINE 2A. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NCOA SERVICES LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 18TH STREET SOUTH STE 500 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463856522 | EIN |
| Primary Activities | MEDICARE EDUCATION PROGRAM | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Total Income | $2,020,807 | TotalIncomeAmt |
| End Of Year Assets | $1,234,424 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL COUNCIL ON AGING | BusinessNameLine1 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL COUNCIL ON THE AGING FOUNDATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 18TH STREET SOUTH STE 500 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521798451 | EIN |
| Primary Activities | HOLD ASSETS | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(2) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL COUNCIL ON THE AGING INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NCOA DEVELOPMENT CORP | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 18TH STREET SOUTH STE 500 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22202 | ZIPCode |
| 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of EOY Assets | $3,609 | ShareOfEOYAssetsAmt |
| 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 |