2015-05-14T14:56:59-05:00 2014-06-30 420714325 MCGLADREY LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 208787340 990 2013-07-01 131932384 NATIONAL COUNCIL ON THE AGING INC NATI 5715273900 251 18TH STREET SOUTH NO 500 ARLINGTON VA 22202 DONNA WHITT CHIEF FINANCIAL OFFICER 5715273900 2015-05-14 1 WILLIAM E TURCO CPA P00369217 3012963600 2013 2016-02-25 16:41:14Z X NCOA JAMES FIRMAN 251 18TH STREET SOUTH NO 500 ARLINGTON VA 22202 39111655 0 X WWW.NCOA.ORG X 1960 NY IMPROVING THE HEALTH AND INDEPENDENCE OF OLDER PERSONS, ESPECIALLY THOSE WHO ARE STRUGGLING. 14 14 1532 15 0 0 40693490 37249518 0 1791640 86984 52980 85 -54999 40780559 39039139 17668900 19675686 0 0 8331897 7574877 0 0 267372 15567653 13500903 41568450 40751466 -787891 -1712327 12614798 9795061 6784352 5375765 5830446 4419296 X 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. 1 1 26448039 16865245 WORKFORCE DEVELOPMENT:SERVICES AND SUPPORTS TO INCREASE OLDER ADULT'S PARTICIPATION IN MEANINGFUL AND REWARDING PAID EMPLOYMENT. 4289573 2065615 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. 2172891 607453 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. 1647699 1791640 MEDICARE EDUCATION PROGRAM 1537317 137373 HEALTHY AGING PROGRAMS 710214 HOME EQUITY PROGRAMS 551340 PUBLIC POLICY & ADVOCACY 401215 ECONOMIC SECURITY INITIATIVES 483452 SHARED SERVICES 125144 AGING MASTERY PROGRAM 5456381 137373 1791640 38366884 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 178 0 1 1532 1 0 0 0 0 0 1 1 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR AZ CA CO CT DC FL GA IL KS KY MA MD ME MI MS MN NC ND NJ NH NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X DONNA WHITT 5715273900 251 18TH STREET SOUTH NO 500 ARLINGTON VA 22202 RICHARD BROWDIE CHAIR 1.00 X X 0 0 0 ANDREW GREENE TREASURER AND SECRETARY 1.00 X X 0 0 0 MSGR CHARLES FAHEY PAST CHAIR-NCOA UNTIL 09/2013 1.00 X 0 0 0 ROBERT BLANCATO DIRECTOR 1.00 X 0 0 0 JOSEFINA CARBONELL DIRECTOR 1.00 X 0 0 0 JAMES KNICKMAN DIRECTOR 1.00 X 0 0 0 MARK MCCLELLAN DIRECTOR 1.00 X 0 0 0 MOLLY METTLER DIRECTOR 1.00 X 0 0 0 AI-JEN POO DIRECTOR 1.00 X 0 0 0 RONALD W SCHOEFFLER DIRECTOR UNTIL 09/2013 1.00 X 0 0 0 DAVID SIDWELL DIRECTOR 1.00 X 0 0 0 LAURA TREJO DIRECTOR 1.00 X 0 0 0 CASS WHEELER DIRECTOR 1.00 X 0 0 0 CAROL ZERNIAL DIRECTOR 1.00 X 0 0 0 SUNDER JOSHI AUDIT COMMITTEE CHAIR 1.00 X 0 0 0 HEATHER DUPRE DIRECTOR 1.00 X 0 0 0 JAMES FIRMAN CEO & PRESIDENT 37.50 X 258197 0 52126 JAY GREENBERG EXECUTIVE VP 37.50 X 197276 0 33869 DONNA WHITT SENIOR VP/CFO 37.50 X 192469 0 12542 RICHARD BIRKEL SENIOR VICE PRESIDENT 37.50 X 174281 0 29789 HOWARD BEDLIN VICE PRESIDENT 37.50 X 191050 0 40113 RINA PENNACCHIA VICE PRESIDENT 37.50 X 158563 0 19517 MARLENE SCHNEIDER VICE PRESIDENT 37.50 X 146882 0 18779 DEL FRYE SENIOR DIRECTOR 37.50 X 128459 0 27186 NORA DOWD-EISENHOWER SENIOR VICE PRESIDENT 37.50 X 125221 0 22604 1572398 0 256525 18 0 1 0 LEVIATHAN TECHNOLOGY GROUP INC 425 EAST 74TH ST 2C NEW YORK NY 10021 INFORMATION TECH 502185 NATIONAL FOUNDATION FOR DEBT MANAGEMENT 14104 58TH STREET NORTH CLEARWATER FL 33760 CONSULTING 390190 HOUSING OPTIONS PROVIDED FOR THE ELDERLY 4265 SHAW BLVD ST LOUIS MO 63110 CONSULTING 232988 RANDALL GRUBER & ASSOCIATES 2 SAWIN STREET NATICK MA 01760 CONSULTING 150000 TILLONA LAW LLC 15 RESERVOIR ROAD FARMINGTON CT 06032 LEGAL 137407 7 263372 88460 31559872 5337814 272 37249518 MEDICARE ED PROGRAM 900099 1791640 1791640 1791640 52980 52980 17500 88460 72516 -55016 -55016 OTHER REVENUE 900099 17 17 17 39039139 1791640 0 -2019 19649878 19649878 25808 25808 1062551 945860 101912 14779 4205711 2996965 1055655 153091 281487 250574 26998 3915 1092606 972614 104795 15197 932522 830110 89441 12971 264650 235151 29499 80015 80015 26972 26972 3459927 3211361 239426 9140 519253 459872 44466 14915 411816 385150 14231 12435 957220 764821 166215 26184 568560 528196 40311 53 104008 89464 14044 500 138011 129051 4768 4192 82370 16821 65549 TRAINING - ENROLLEE 6831520 6831520 OTHER COSTS 50528 37615 12913 UNALLOWABLE 6053 6053 40751466 38366884 2117210 267372 771001 1291986 218991 218533 8643946 5250502 6656 10289 414037 384073 1888661 1445939 416086 442722 2144081 2196956 12614798 9795061 3444767 2610473 81053 51053 3258532 2714239 6784352 5375765 X 315276 631199 5515170 3788097 5830446 4419296 12614798 9795061 X -1712327 301177 X 0 1 X 1 1 1 X 45017610 61977092 50015130 40693490 37020351 234723673 45017610 61977092 50015130 40693490 37020351 234723673 234723673 45543 113738 117063 86984 52980 416308 85 17 102 235140083 2038307 0.99820 0.99690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 574 10901 11475 40812507 40823982 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 26499 15903 9132 11475 63009 250000 250000 250000 250000 1000000 1500000 1325 795 481 574 3175 932101 707758 224343 96145 96145 0 860415 642036 218379 442722 1000 F FJC AGENCY LOAN FUND 2195956 F 2196956 ACCRUED PENSION COSTS 2166301 DUE TO RELATED PARTIES 154345 DEFERRED RENT 393593 2714239 X 39084683 0 39084683 26972 -72516 -45544 39039139 40798343 73849 73849 40724494 26972 26972 40751466 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. 1 NORTH AMERICA 0 0 GRANTS TO RECIPIENT LOCATED IN REGION 25808 0 0 0 0 0 0 25808 0 25808 NORTH AMERICA SUPPORT 25808 CHECK 1 0 0 0 0 0 0 PART I, LINE 2: 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. AWARD DINNER 105960 88460 17500 27058 45458 105960 88460 17500 27058 45458 72516 -55016 1 PATH STONE 400 EAST AVE ROCHESTER NY 14607 160984913 501(C)(3) 6386972 SUPPORT FAMILY SERVICE AGENCY OF SAN MATEO COUNTY 24 2ND AVE SAN MATEO CA 94401 941186169 501(C)(3) 1292938 SUPPORT NORTHERN KENTUCKY COMMUNITY ACTION COMMISSION PO BOX 931 COVINGTON KY 41012 610667805 501(C)(3) 1282935 SUPPORT WESTMORELAND COUNTY COMMUNITY COLLEGE 145 PAVILLION LANE YOUNGWOOD PA 15697 251511934 501(C)(3) 1165941 SUPPORT THE LEGACY LINK 508 OAK STREET SUITE 1 GAINESVILLE GA 30503 582317890 501(C)(3) 1163230 SUPPORT FAMILY SERVICE AGENCY OF SAN FRANCISCO 10101 GOUGH STREET SAN FRANCISCO CA 94109 941156530 501(C)(3) 1145047 SUPPORT SOUTHWESTERN COMMUNITY ACTION COUNCIL 540 FIFTH AVE HUNTINGTON WV 25701 550488202 501(C)(3) 784700 SUPPORT LUZERNEWYOMING COUNTIES AREA AGENCY ON AGING 111 N PENNSYLVANIA BLVD WILKESBARRE PA 18701 232660272 501(C)(3) 619950 SUPPORT CRISPRUS ATTUCKS ASSOCIATION OF YORK PA 605 SOUTH DUKE STREET YORK PA 17401 231365320 501(C)(3) 611532 SUPPORT NORTHEAST LOUISIANA UNIVERSITY 700 UNIVERSITY AVENUE MONROE LA 71209 726001695 501(C)(3) 599871 SUPPORT REGIONAL VIII PLANNING & DEVELOPMENT COUNCIL PO BOX 869 PETERSBURG WV 26847 550531062 501(C)(3) 543426 SUPPORT BIG SANDY AREA COMMUNITY ACTION PROGRAM 2ND FLOOR JOHNSON COUNTY COURTHOUSE COURTHOUSE PAINTSVILLE KY 41240 610653946 501(C)(3) 532631 SUPPORT CENTRAL WEST VIRGINIA AGING SERVICES PO BOX 186 BUCKHANNON WV 26201 550613613 501(C)(3) 444993 SUPPORT THE OASIS INSTITUTE 7710 CARONDELET SUITE 125 ST LOUIS MO 63105 431830354 501(C)(3) 389275 SUPPORT NEW YORK CITY DEPARTMENT FOR THE AGING 2 LAYFAYETTE ST NEW YORK NY 10007 133153550 STATE/CITY 331079 SUPPORT SOUTH ALABAMA REGIONAL COMMISSION 110 BEAUREGARD ST PO BOX 166 MOBILE AL 36633 630501382 501(C)(3) 215000 SUPPORT YMCA OF THE USA 101 NORTH WACKER DR SUITE 1600 CHICAGO IL 60606 363258696 501(C)(3) 192370 SUPPORT CATHOLIC HEALTH INITIATIVE 6385 CORPORATE DR SUITE 301 COLORADO SPRINGS CO 80919 840902211 501(C)(3) 180000 SUPPORT AGE OPTIONS 1048 LAKE STREET SUITE 300 OAK PARK IL 60301 362806193 501(C)(3) 125000 SUPPORT SENIOR COMMUNITY OUTREACH SERVICES INC 840 WEST AUSTIN AVENUE ALAMO TX 78516 742805842 501(C)(3) 105000 SUPPORT BENEFITS DATA TRUST 2 LOGAN SQUARE SUITE 550 PHILADELPHIA PA 19103 203455598 501(C)(3) 100000 SUPPORT ELDER LAW OF MICHIGAN INC 3815 W ST JOSEPH STE C-200 LANSING MI 48917 382906530 501(C)(3) 75000 SUPPORT ADELANTE DEVELOPMENT CENTER 3900 OSUNA RD NE ALBUQUERQUE NM 87109 850262072 501(C)(3) 65000 SUPPORT BANNER OLIVE BRANCH SENIOR CENTER 11250 N 107TH AVE SUN CITY AZ 85351 450233470 501(C)(3) 65000 SUPPORT COUNCIL ON AGING ORANGE COUNTY 1971 E 4TH STREET SUITE 200 SANTA ANA CA 92705 596000773 STATE/CITY 65000 SUPPORT SENIOR SERVICES OF SEATTLE-KING COUNTY 2208 SECOND AVE SUITE 100 SEATTLE WA 98121 911870393 501(C)(3) 50423 SUPPORT CITY OF CHICAGO-DEPT OF AGING 1615 WEST CHICAGO AVE 3RD FLOOR CHICAGO IL 60622 366005820 STATE/CITY 50000 SUPPORT MEDICARE RIGHTS CENTER 266 WEST 37TH STREET 3RD FLOOR NEW YORK NY 10018 133505372 501(C)(3) 50000 SUPPORT NATIONAL ASSOCIATION OF STATE UNITS ON AGING 1201 15TH ST NW 350 WASHINGTON DC 20005 396095459 501(C)(3) 49999 SUPPORT COMMUNITY FOOD ADVOCATES 604 GALLATIN RD SUITE 211 NASHVILLE TN 37206 510185425 501(C)(3) 40000 SUPPORT COMMUNITY HEALTH CENTER ASSOCIATION OF CONNECTICUT 100 GREAT MEADOW RD SUITE 400 WETHERSFIELD CT 06109 223036666 501(C)(3) 40000 SUPPORT INDEPENDENT LIVING CENTER INC 2639 E 34TH STREET JOPLIN MO 64804 431714219 501(C)(3) 40000 SUPPORT MEXICAN AMERICAN OPPORTUNITY FOUNDATION 972 S GOODRICH BLVD CITY OF COMMERCE CA 90022 952594166 501(C)(3) 40000 SUPPORT TEXAS A&M UNIVERSITY SYSTEM-HEALTH SCIENCE CENTER 301 TARROW ST COLLEGE STATION TX 77840 742907553 501(C)(3) 37803 SUPPORT CENTER FOR INDEPENDENCE OF THE DISABLED 841 BROADWAY SUITE 301 NEW YORK NY 10003 132984549 501(C)(3) 35000 SUPPORT CENTURA HEALTH LINKS 6385 CORPORATE DRIVE SUITE 301 COLORADO SPRINGS CO 80211 840902211 501(C)(3) 35000 SUPPORT ELDERSOURCE 4160 WOODCOCK DR 2ND FLOOR JACKSONVILLE FL 32207 591569867 501(C)(3) 35000 SUPPORT GEORGIA LEGAL SERVICES PROGRAM INC 104 MARIETTA STREET SUITE 250 ATLANTA GA 30303 581111590 501(C)(3) 35000 SUPPORT GREEN RIVER AREA DEVELOPMENT DISTRICT 300 GRADD WAY OWENSBORO KY 42301 610706096 501(C)(3) 35000 SUPPORT ISABELLA GERIATRIC CENTER 515 AUDOBON AVE NEW YORK NY 10040 133623808 501(C)(3) 35000 SUPPORT KOREAN AMERICAN COMMUNITY 4300 N CALIFORNIA AVE CHICAGO IL 60618 362746468 501(C)(3) 35000 SUPPORT LEGAL AID OF THE BLUEGRASS 104 EAST 7TH ST COVINGTON KY 41011 610668572 501(C)(3) 35000 SUPPORT LEGAL SERVICES FOR THE ELDERLY 5 WABON STREET AUGUSTA ME 04330 010359131 501(C)(3) 35000 SUPPORT SENIOR RESOURCES AGENCY ON AGING 4 BROADWAY 3RD FLOOR NORWICH CT 06360 060916608 501(C)(3) 35000 SUPPORT WASHINGTON COUNTY DISABILITY AGING AND VETERANS SERVICES 180 EAST MAIN ST HILLSBORO OR 97123 936002316 STATE/CITY 35000 SUPPORT WASHINGTON COUNTY COMMISSION ON AGING INC 140 WEST FRANKLIN STREET 4TH FLOOR HAGERSTOWN MD 21740 520899001 STATE/CITY 35000 SUPPORT WISE & HEALTHY AGING 1527 4TH STREET SANTA MONICA CA 90401 952788801 501(C)(3) 35000 SUPPORT CHINESE COMMUNITY CENTER INC 9800 TOWN PARK DRIVE HOUSTON TX 77036 760067885 501(C)(3) 25000 SUPPORT TENNESSEE COMMISSION ON AGING & DISABILITY 502 DEADRICK STREET 9TH FL NASHVILLE TN 37243 626001445 STATE/CITY 25000 SUPPORT STANFORD UNIVERSITY PO BOX 44253 SAN FRANCISCO CA 94144 941156365 501(C)(3) 18574 SUPPORT NATIONAL ASSOCIATION OF STATES UNITED FOR AGING & DISABILITIES 1201 15TH STREET NW 350 WASHINGTON DC 20005 396095459 501(C)(3) 16666 SUPPORT NATIONAL HISPANIC COUNCIL ON AGING 734 15TH ST NW SUITE 1050 WASHINGTON DC 20005 521306347 501(C)(3) 16000 SUPPORT AMERICAN ASSOC ON HEALTH & DISABILITY 110 N WASINGTON STREET SUITE 328-J ROCKVILLE MD 20850 521864887 501(C)(3) 10000 SUPPORT TERRIFIC INC 1222 T STREET NW WASHINGTON DC 20009 521177254 501(C)(3) 10000 SUPPORT AGING PARTNERS 1005 O STREET LINCOLN NE 68508 476006256 501(C)(3) 8000 SUPPORT CARE CONNECTION FOR AGING SERVICES PO BOX 1078-106 W YOUNG WARRENSBURG MI 64093 431015585 501(C)(3) 8000 SUPPORT CATHOLIC HEALTH CARE SERVICES 701 LANSDALE AVENUE LANSDALE PA 19446 232757180 501(C)(3) 8000 SUPPORT CENTER IN THE PARK 58818 GERMANTOWN AVE PHILADELPHIA PA 19144 231919016 501(C)(3) 8000 SUPPORT CHINESE INFORMATION & SERVICES CENTER 611 SOUTH LANE ST SEATTLE WA 98104 237438529 501(C)(3) 8000 SUPPORT DAVIDSON COUNTY DEPT OF SENIOR SERVICES 555 B-WEST CENTER ST EXTENSION LEXINGTON NC 27295 566000294 STATE/CITY 8000 SUPPORT EAST VALLEY ADULT RESOURCES 45 W UNIVERSITY SUITE A MESA AZ 85201 942596075 501(C)(3) 8000 SUPPORT FOOD RESEARCH AND ACTION CENTER 1200 18TH STREET NW SUITE 400 WASHINGTON DC 20036 237200739 501(C)(3) 8000 SUPPORT GRAFTON COUNTY SENIOR CITIZENS COUNCIL 10 CAMPBELL STREET LEBANON NH 03766 237248316 501(C)(3) 8000 SUPPORT HANOVER TOWNSHIP 250 SOUTH ILLINOIS BARTLETT IL 60103 362750477 STATE/CITY 8000 SUPPORT INSTITUTE FOR WORKFORCE INNOVATION PO BOX 13522 GAINSVILLE FL 32604 592596359 501(C)(3) 8000 SUPPORT KOREAN WOMEN'S ASSOCIATION 123 E 96TH STREET TACOMA WA 98445 911066806 501(C)(3) 8000 SUPPORT MEDINA COUNTY OFFICE FOR OLDER ADULTS 246 NORTHLAND DRIVE G-20 MEDINA OH 44256 346001851 501(C)(3) 8000 SUPPORT MISSOULA FOOD BANK INC 219 S 3RD STREET W MISSOULA MT 59801 810414143 501(C)(3) 8000 SUPPORT MIZELL SENIOR CTR OF PALM SPRINGS 480 S SUNRISE WAY PALM SPRINGS CA 92262 953464835 501(C)(3) 8000 SUPPORT PALATINE TOWNSHIP SENIOR CITIZENS COUNCIL 505 SOUTH QUENTIN RD PALATINE IL 60067 362781764 501(C)(3) 8000 SUPPORT QUEEN COMMUNITY HOUSE 108-25 62ND DRIVE FORREST HILLS NY 11375 112375583 501(C)(3) 8000 SUPPORT SENIOR CITIZENS INC 3025 BULL STREET SAVANNAH GA 31405 580864009 501(C)(3) 8000 SUPPORT ST JOHNS COUNTY COUNCIL ON AGING 180 MARINE STREET ST AUGUSTINE FL 32084 591525829 501(C)(3) 8000 SUPPORT TOWN OF AMHERST 5583 MAIN STREET WILLIAMSVILLE NY 14221 166002157 STATE/CITY 8000 SUPPORT TOWN OF TEMPLETON 135 PATIOTS ROAD EAST TEMPLETON MA 01438 046001321 STATE/CITY 8000 SUPPORT VALLEY PROGRAM FOR AGING SERVICES INC 2137 MAGNOLIA AVENUE BUENA VISTA VA 24416 540958526 501(C)(3) 8000 SUPPORT VOLUNTARY ACTION CENTER OF NEPA 538 SPRUCE STREET SCRANTON PA 18503 231857761 501(C)(3) 8000 SUPPORT VOLUNTEER ACTION CENTER OF THE PRINCE WILLIAM AREA INC 9248 CENTER ST MANASSAS VA 20110 541177488 501(C)(3) 8000 SUPPORT SUPPORT SUPPORT 78 PART I, LINE 2: 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. X X X X X 0 0 0 0 0 0 0 1 0 JAMES FIRMAN CEO & PRESIDENT 257563 0 0 0 634 0 28469 0 25283 0 311949 0 0 0 JAY GREENBERG EXECUTIVE VP 191976 0 3823 0 1477 0 12031 0 22245 0 231552 0 0 0 DONNA WHITT SENIOR VP/CFO 187356 0 4684 0 429 0 11257 0 2981 0 206707 0 0 0 RICHARD BIRKEL SENIOR VICE PRESIDENT 170123 0 3500 0 658 0 10597 0 20675 0 205553 0 0 0 HOWARD BEDLIN VICE PRESIDENT 166318 0 24303 0 429 0 15774 0 26071 0 232895 0 0 0 RINA PENNACCHIA VICE PRESIDENT 153113 0 4090 0 1360 0 9441 0 10313 0 178317 0 0 0 MARLENE SCHNEIDER VICE PRESIDENT 142572 0 3881 0 429 0 8804 0 11320 0 167006 0 0 0 DEL FRYE SENIOR DIRECTOR 126062 0 2167 0 230 0 7913 0 20771 0 157143 0 0 0 PART I, LINE 7 BONUS PAYMENT WAS BASED ON MEETING INDIVIDUALS GOALS. 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. NCOA SERVICES LLC 251 18TH STREET SOUTH STE 500 ARLINGTON VA 22202 463856522 MEDICARE EDUCATION PROGRAM DE 2020807 1234424 NATIONAL COUNCIL ON AGING NATIONAL COUNCIL ON THE AGING FOUNDATION 251 18TH STREET SOUTH STE 500 ARLINGTON VA 22202 521798451 HOLD ASSETS VA 501(C)(2) NATIONAL COUNCIL ON THE AGING INC 1 NCOA DEVELOPMENT CORP 251 18TH STREET SOUTH STE 500 ARLINGTON VA 22202 521926577 PROCESS GRANT DC NATIONAL COUNCIL ON THE AGING INC C 3609 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0