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← INSTITUTE FOR APPLIED GERONTOLOGY INC

Form 990 for tax year 2024

Filed by INSTITUTE FOR APPLIED GERONTOLOGY INC.

Totals

Total revenue
$2,139,417
Total expenses
$2,035,490
Contributions and grants received
$2,119,849
Grants paid
$0
Program service revenue
$19,568
Investment income
$0
Other revenue
$0
Total assets, end of year
$867,442
Total liabilities, end of year
$364,644
Net assets or fund balances, end of year
$502,798
Program services expenses (Part IX)
$1,572,049
Management and general expenses
$360,200
Fundraising expenses
$103,241
Program service expenses (Part III)
$1,572,049

Program services were 77.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $1,105,000

  • 1e · Government grants (contributions)

    $8,724

  • 1f · All other contributions, gifts and grants

    $1,006,125

  • 2a · Program service revenue: PROGRAM FEES

    total $19,568 · related or exempt $19,568

  • 3 · Investment income

    total $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $1,128,168 · program services $841,089 · management and general $218,556 · fundraising $68,523

  • 8 · Pension plan contributions

    total $300,819 · program services $224,272 · management and general $58,276 · fundraising $18,271

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $51,122 · program services $38,113 · management and general $9,904 · fundraising $3,105

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $13,400 · program services $12,873 · management and general $527

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $159 · program services $153 · management and general $6

  • 11g · Fees: other

    total $45,633 · program services $43,838 · management and general $1,795

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $83,718 · program services $74,891 · management and general $8,827

  • 14 · Information technology

    total $6,939 · program services $1,524 · management and general $5,415

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $219,660 · program services $163,764 · management and general $42,554 · fundraising $13,342

  • 17 · Travel

    total $42,098 · program services $27,758 · management and general $14,340

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $14,528 · program services $14,528

  • 23 · Insurance

    total $0

  • 24a · Other expenses: FELLOWSHIPS AND HONORARIA

    total $129,246 · program services $129,246

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $10,000 · end of year $10,000

  • 2 · Savings and temporary cash investments

    beginning of year $401,925 · end of year $348,714

  • 3 · Pledges and grants receivable

    beginning of year $272,755 · end of year $258,955

  • 4 · Accounts receivable

    beginning of year $7,155 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $72,640

  • 10b · Land, buildings and equipment: accumulated depreciation

    $58,160

  • 10c · Land, buildings and equipment, net

    beginning of year $29,008 · end of year $14,480

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $236,319 · end of year $235,293

  • 17 · Accounts payable and accrued expenses

    beginning of year $171,723 · end of year $156,961

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $386,568 · end of year $207,683

  • 27 · Net assets without donor restrictions

    beginning of year $244,164 · end of year $174,222

  • 28 · Net assets with donor restrictions

    beginning of year $154,707 · end of year $328,576

Mission and programs · 2024

Mission

THE MJHS INSTITUTE FOR INNOVATION IN PALLIATIVE CARE IS A NOT-FOR-PROFIT ORGANIZATION. THE INSTITUTE IS DEDICATED TO PROMOTING ACCESS TO EVIDENCE-BASED, SPECIALIST-LEVEL PALLIATIVE CARE FOR PATIENTS AND FAMILIES COPING WITH SERIOUS OR ADVANCED ILLNESS, WHENEVER AND WHEREVER PALLIATIVE CARE IS NEEDED ACROSS THE CONTINUUUM OF HEALTH CARE. THIS GOAL OF THE INSTITUTE IS ACHIEVED THROUGH AN ARRAY OF ON-SITE AND WEB-BASED EDUCATIONAL PROGRAMS AND THOROUGH RESEARCH THAT FOCUSES ON THE NEEDS OF POPULATIONS WITH SERIOUS ILLNESS.

Activities or mission (Part I)

THE INSTITUTE IS DEDICATED TO PROMOTING ACCESS TO EVIDENCE-BASED, SPECIALIST-LEVEL PALLIATIVE CARE FOR PATIENTS AND FAMILIES COPING WITH SERIOUS OR ADVANCED ILLNESS

  • THE MJHS INSTITUTE FOR INNOVATION IN PALLIATIVE CARE IS A NOT-FOR-PROFIT ORGANIZATION. THE INSTITUTE IS DEDICATED TO PROMOTING ACCESS TO EVIDENCE-BASED, SPECIALIST-LEVEL PALLIATIVE CARE FOR PATIENTS AND FAMILIES COPING WITH SERIOUS OR ADVANCED ILLNESS, WHENEVER AND WHEREVER PALLIATIVE CARE IS NEEDED ACROSS THE CONTINUUUM OF HEALTH CARE.THIS GOAL OF THE INSTITUTE IS ACHIEVED THROUGH AN ARRAY OF ON-SITE AND WEB-BASED EDUCATIONAL PROGRAMS AND THOROUGH RESEARCH THAT FOCUSES ON THE NEEDS OF POPULATIONS WITH SERIOUS ILLNESS.

    Expenses $1,572,049 · Revenue $19,568

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • David Wagner

    CEO, President

    Total calculated
    $1,655,965
    From this org
    $0
    From related orgs
    $1,508,391
    Other
    $147,574
    Hours/week
    1 + 33.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,165,170 related
    Bonus
    $0 + $273,000 related
    Other
    $0 + $70,221 related
    Deferred
    $0 + $59,513 related
    Nontaxable benefits
    $0 + $88,061 related
    Filer's total
    $0 + $1,655,965 related

  • David Koschitzki

    Chief Financial Officer

    Total calculated
    $863,294
    From this org
    $0
    From related orgs
    $727,248
    Other
    $136,046
    Hours/week
    1 + 33.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $591,551 related
    Bonus
    $0 + $86,625 related
    Other
    $0 + $49,072 related
    Deferred
    $0 + $48,300 related
    Nontaxable benefits
    $0 + $87,746 related
    Filer's total
    $0 + $863,294 related

  • Christina Van Vort

    Assistant Secretary

    Total calculated
    $828,857
    From this org
    $0
    From related orgs
    $738,027
    Other
    $90,830
    Hours/week
    1 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $590,389 related
    Bonus
    $0 + $84,975 related
    Other
    $0 + $62,663 related
    Deferred
    $0 + $48,300 related
    Nontaxable benefits
    $0 + $42,530 related
    Filer's total
    $0 + $828,857 related

  • Eni Bakallbashi

    Executive Director (EFF 1/24)

    Total calculated
    $531,096
    From this org
    $0
    From related orgs
    $413,049
    Other
    $118,047
    Hours/week
    8.75 + 26.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $359,955 related
    Bonus
    $0 + $34,479 related
    Other
    $0 + $18,615 related
    Deferred
    $0 + $34,500 related
    Nontaxable benefits
    $0 + $83,547 related
    Filer's total
    $0 + $531,096 related

  • Russell Portenoy

    FORMER KEY EMPLOYEE

    Total calculated
    $464,544
    From this org
    $0
    From related orgs
    $455,176
    Other
    $9,368
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $4,296 related
    Bonus
    $0
    Other
    $0 + $450,880 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $9,368 related
    Filer's total
    $0 + $464,544 related

  • Lara Dhingra

    DRT OF CLINICAL STUDIES

    Total calculated
    $197,016
    From this org
    $139,017
    From related orgs
    $0
    Other
    $57,999
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $134,229
    Bonus
    $0
    Other
    $4,788
    Deferred
    $10,282
    Nontaxable benefits
    $47,717
    Filer's total
    $197,016

  • Winifred Schein

    DRT OF INST GIVING & GRANTS

    Total calculated
    $194,939
    From this org
    $138,396
    From related orgs
    $0
    Other
    $56,543
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $126,308
    Bonus
    $0
    Other
    $12,088
    Deferred
    $9,095
    Nontaxable benefits
    $47,448
    Filer's total
    $194,939

  • Arthur Goshin

    Chair

    Total calculated
    $0
    Hours/week
    0.5 + 4.5 related

  • Abraham Brody

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Steven Topal

    Secretary/Treasurer

    Total calculated
    $0
    Hours/week
    0.5 + 4.5 related

  • Burton Esrig

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Eli Feldman

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 4.5 related

  • Ann Wyatt

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3:
THE SALARIES FOR THE EXECUTIVES ARE DETERMINED BY METROPOLITAN JEWISH HEALTH SYSTEM, INC., A RELATED ORGANIZATION. THE METHODS UTILIZED INCLUDE A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANTS, REVIEW OF THE FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEYS OR STUDIES AND APPROVAL BY THE COMPENSATION COMMITTEE OF THE BOARD.
PART I, LINE 4A:
Russell Portenoy, former executive director, received severance compensation totaling $382,565 during calendar year 2024. This amount was reported as taxable Medicare wages in Box 5 of his 2024 Form W-2.
PART I, LINE 4B:
The organization maintains an unfunded Supplemental Retirement Plan for certain officers and key employees.
PART I, LINE 7:
BONUS ELIGIBILITY IS BASED ON THE EXTENT THAT EACH EXECUTIVE AND EMPLOYEE HAS ACHIEVED HIS/HER GOAL AND IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • MJGC CORP

    C CORPORATION · HOLDING COMPANY · NY

    Directly controlled by MJHS

  • MJHS SOLUTIONS INC

    C CORPORATION · HOLDING COMPANY · NY

    Directly controlled by MJHS FOUNDATION

Provenance

Return type
form_990
Tax year
2024
Filed
11 November 2025
IRS schema version
2024v5.2
Source object
202543169349305109

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