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Nonprofiteer
← HEALTH ADVOCATES FOR OLDER PEOPLE INC

Form 990 for tax year 2024

Filed by HEALTH ADVOCATES FOR OLDER PEOPLE INC.

Totals

Total revenue
$691,662
Total expenses
$878,888
Contributions and grants received
$375,400
Grants paid
$0
Program service revenue
$0
Investment income
$191,472
Other revenue
$124,790
Total assets, end of year
$2,877,680
Total liabilities, end of year
$105,375
Net assets or fund balances, end of year
$2,772,305
Program services expenses (Part IX)
$598,438
Management and general expenses
$149,085
Fundraising expenses
$131,365
Program service expenses (Part III)
$598,438

Program services were 68.1% 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.

  • 1c · Fundraising events

    $53,018

  • 1f · All other contributions, gifts and grants

    $322,382

  • 3 · Investment income

    total $68,832 · excluded $68,832

  • 7a · Gross sales of assets other than inventory

    securities $2,960,054

  • 7b · Less cost or other basis and sales expenses

    securities $2,837,414

  • 7c · Gain or loss

    securities $122,640

  • 7d · Net gain or loss

    total $122,640 · excluded $122,640

  • 8a · Fundraising events: gross income

    $181,516

  • 8a · Fundraising events: contributions included on line 1c

    $53,018

  • 8b · Fundraising events: direct expenses

    $72,780

  • 8c · Net income from fundraising events

    total $108,736 · excluded $108,736

  • 11a · Other revenue: OTHER

    total $16,054 · excluded $16,054

  • 11e · Other revenue, total

    $16,054

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $254,786 · program services $182,434 · management and general $17,846 · fundraising $54,506

  • 7 · Other salaries and wages

    total $289,761 · program services $208,870 · management and general $15,238 · fundraising $65,653

  • 9 · Other employee benefits

    total $16,677 · program services $11,014 · management and general $4,536 · fundraising $1,127

  • 10 · Payroll taxes

    total $37,421 · program services $26,604 · management and general $1,128 · fundraising $9,689

  • 11c · Fees: accounting

    total $45,947 · management and general $45,947

  • 11f · Fees: investment management

    total $20,788 · management and general $20,788

  • 11g · Fees: other

    total $89,206 · program services $62,860 · management and general $26,272 · fundraising $74

  • 13 · Office expenses

    total $41,324 · program services $40,255 · management and general $1,069

  • 14 · Information technology

    total $6,223 · management and general $6,223

  • 16 · Occupancy

    total $38,012 · program services $34,093 · management and general $3,919

  • 17 · Travel

    total $2,523 · program services $2,320 · management and general $203

  • 20 · Interest

    total $3,960 · program services $3,960

  • 23 · Insurance

    total $10,278 · program services $9,250 · management and general $1,028

  • 24a · Other expenses: OTHER EXPENSES

    total $21,982 · program services $16,778 · management and general $4,888 · fundraising $316

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $366,383 · end of year $140,918

  • 3 · Pledges and grants receivable

    beginning of year $27,500 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $8,879 · end of year $7,032

  • 11 · Investments: publicly traded securities

    beginning of year $2,655,418 · end of year $2,720,272

  • 15 · Other assets

    beginning of year $10,990 · end of year $9,458

  • 17 · Accounts payable and accrued expenses

    beginning of year $21,612 · end of year $105,375

  • 27 · Net assets without donor restrictions

    beginning of year $2,944,173 · end of year $2,745,278

  • 28 · Net assets with donor restrictions

    beginning of year $103,385 · end of year $27,027

Mission and programs · 2024

Mission

THE MISSION OF HEALTH ADVOCATES IS TO PROMOTE SAFE AND HEALTHY AGING THROUGH PROGRAMS DESIGNED TO FACILITATE INDEPENDENT LIVING, PHYSICAL WELLBEING AND GREATER SOCIAL INTERACTION FOR BOTH WOMEN AND MEN.

Activities or mission (Part I)

PROMOTE SAFE & HEALTHY AGING THROUGH PROGRAMS DESIGNED TO FACILITATE INDEPENDENCE.

  • THE HEALTHY AGING PROGRAM FOSTERS WELL-BEING AMONG ADULTS AGE 60+ THROUGH CONCRETE SUPPORTS AND ACTIVITIES TO PROMOTE SOCIAL CONNECTIONS. THESE INCLUDE HOME SAFETY AND FALL PREVENTION PRESENTATIONS AND CONSULTATIONS; A MEDICAL AND SUPPORTIVE EQUIPMENT EXCHANGE PROGRAM; WELLNESS CLASSES SUCH AS YOGA, DANCE, AND TAI CHI; GROUP CULTURAL OUTINGS; EDUCATIONAL PRESENTATIONS ON TOPICAL MEDICAL, LEGAL, AND FINANCIAL ISSUES; SOCIAL EVENTS SUCH AS MOVIE AND BOARD GAME AFTERNOONS AS WELL AS HOLIDAY CELEBRATIONS; ASSISTANCE WITH ERRANDS AND TECHNOLOGY; AND, OPPORTUNITIES TO VOLUNTEER.

    Expenses $598,438

As filed on the 2024 return.

Listed in Part VII

  • GARY HEINZE

    PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • KIMBERLY WITTMER

    1ST VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • ROBERT SCHAEFFER

    2ND VP

    Total calculated
    $0
    Hours/week
    1

  • JEPHTHA TAUSIG-EDWARDS

    3RD VP

    Total calculated
    $0
    Hours/week
    1

  • LINDA HARTLEY

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • LAURA REID

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • BEATRICE BARDIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PEGGY ANNE DINEEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DANIELLE DINEEN EARLS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DANIEL ENTWISTLE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PATRICIA GIRARDI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RICHARD JOHNSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • STEVEN KROHN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GEORGE MCKINLEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ANNE MCQUAID

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MELISSA RICHARDS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DAVID ROWE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • NICHOLAS SORENSEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LEONARD VAN LOWE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CESAR VERA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GWENDOLEN WADE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARGUERITE YATES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • NANCY HOUGHTON

    FORMER EXECUTIVE DIRECTOR

    Total calculated
    $203,111
    From this org
    $186,925
    From related orgs
    $0
    Other
    $16,186
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $85,992
    Bonus
    $20,000
    Other
    $80,933
    Deferred
    $0
    Nontaxable benefits
    $16,186
    Filer's total
    $203,111

  • LAURA COLIN KLEIN

    EXECUTIVE DIRECTOR

    Total calculated
    $51,675
    From this org
    $47,591
    From related orgs
    $0
    Other
    $4,084
    Hours/week
    40

  • DIANE MAGNUSON

    DEVELOPMENT DIRECTOR

    Total calculated
    $111,929
    From this org
    $110,550
    From related orgs
    $0
    Other
    $1,379
    Hours/week
    40

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

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4A
NANCY HOUGHTON (FORMER EXECUTIVE DIRECTOR) RECEIVED A SEVERANCE PAYMENT REPORTED IN THE 990 - PART VII - SECTION A.

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.

Provenance

Return type
form_990
Tax year
2024
Filed
24 September 2025
IRS schema version
2024v5.2
Source object
202542799349300019

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