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Nonprofiteer
← AGEOPTIONS INC

Form 990 for tax year 2023

Filed by AGEOPTIONS INC.

Totals

Total revenue
$38,126,200
Total expenses
$37,670,920
Contributions and grants received
$37,745,991
Grants paid
$27,258,731
Program service revenue
$0
Investment income
$233,240
Other revenue
$146,969
Total assets, end of year
$9,087,494
Total liabilities, end of year
$5,965,916
Net assets or fund balances, end of year
$3,121,578
Program services expenses (Part IX)
$33,545,087
Management and general expenses
$4,111,436
Fundraising expenses
$14,397
Program service expenses (Part III)
$33,545,087

Program services were 89.0% 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

    $60,340

  • 1e · Government grants (contributions)

    $36,655,925

  • 1f · All other contributions, gifts and grants

    $1,029,726

  • 3 · Investment income

    total $147,583 · excluded $147,583

  • 7a · Gross sales of assets other than inventory

    securities $85,657

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

    securities $0

  • 7c · Gain or loss

    securities $85,657

  • 7d · Net gain or loss

    total $85,657 · excluded $85,657

  • 8a · Fundraising events: gross income

    $178,794

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

    $60,340

  • 8b · Fundraising events: direct expenses

    $145,708

  • 8c · Net income from fundraising events

    total $33,086 · excluded $33,086

  • 11a · Other revenue: OTHER INCOME

    total $113,883 · related or exempt $106,713 · excluded $7,170

  • 11e · Other revenue, total

    $113,883

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $27,258,731 · program services $27,258,731

  • 5 · Compensation of officers, directors and key employees

    total $861,250 · program services $190,345 · management and general $670,905

  • 7 · Other salaries and wages

    total $4,932,946 · program services $3,194,143 · management and general $1,728,694 · fundraising $10,109

  • 8 · Pension plan contributions

    total $234,795 · program services $155,779 · management and general $78,494 · fundraising $522

  • 9 · Other employee benefits

    total $528,062 · program services $323,033 · management and general $203,992 · fundraising $1,037

  • 10 · Payroll taxes

    total $411,454 · program services $240,482 · management and general $170,220 · fundraising $752

  • 11f · Fees: investment management

    total $7,201 · management and general $7,201

  • 11g · Fees: other

    total $2,064,443 · program services $1,412,492 · management and general $651,951

  • 12 · Advertising and promotion

    total $356,373 · program services $332,173 · management and general $24,200

  • 16 · Occupancy

    total $279,090 · program services $191,197 · management and general $87,893

  • 17 · Travel

    total $71,655 · program services $47,503 · management and general $24,152

  • 22 · Depreciation, depletion and amortization

    total $82,157 · management and general $82,157

  • 24a · Other expenses: MISCELLANEOUS

    total $396,585 · program services $114,511 · management and general $282,074

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $120,328 · program services $41,549 · management and general $78,779

  • 24c · Other expenses: SUPPLIES

    total $65,850 · program services $43,149 · management and general $20,724 · fundraising $1,977

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $400 · end of year $400

  • 2 · Savings and temporary cash investments

    beginning of year $3,677,375 · end of year $3,241,685

  • 3 · Pledges and grants receivable

    beginning of year $4,558,757 · end of year $3,694,863

  • 9 · Prepaid expenses and deferred charges

    beginning of year $95,702 · end of year $31,237

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

    $1,351,043

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

    $967,771

  • 10c · Land, buildings and equipment, net

    beginning of year $475,256 · end of year $383,272

  • 11 · Investments: publicly traded securities

    beginning of year $656,084 · end of year $802,712

  • 15 · Other assets

    beginning of year $1,142,511 · end of year $933,325

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,790,970 · end of year $4,117,489

  • 19 · Deferred revenue

    beginning of year $747,113 · end of year $663,039

  • 25 · Other liabilities

    beginning of year $1,448,275 · end of year $1,185,388

  • 27 · Net assets without donor restrictions

    beginning of year $2,377,682 · end of year $2,644,582

  • 28 · Net assets with donor restrictions

    beginning of year $242,045 · end of year $476,996

Mission and programs · 2023

Mission

AGEOPTIONS IS COMMITTED TO IMPROVING THE QUALITY OF LIFE AND MAINTAINS THE DIGNITY OF OLDER PERSONS AND THOSE WHO CARE ABOUT THEM THROUGH LEADERSHIP AND SUPPORT, COMMUNITY PARTNERSHIPS, COMPREHENSIVE SERVICES, ACCURATE INFORMATION AND POWERFUL ADVOCACY.

Activities or mission (Part I)

PROVIDES COMPREHENSIVE SERVICES, LEADERSHIP AND ADVOCACY TO OLDER ADULTS AND THEIR CAREGIVERS.

  • STATE/GRF - GENERAL REVENUE FUNDS FOR THE PURPOSE OF ABUSE INTERVENTION, TRANSPORTATION, OUT-REACH AND HOME DELIVERED MEALS

    Expenses $14,165,050 · Grants $14,165,050

  • AGEOPTIONS IS COMMITTED TO IMPROVING THE QUALITY OF LIFE AND MAINTAINING THE DIGNITY OF OLDER PEOPLE AND THOSE WHO CARE ABOUT THEM. AGEOPTIONS IS A NOT-FOR-PROFIT CORPORATION DESIGNATED BY THE ILLINOIS DEPARTMENT ON AGING AS THE AREA AGENCY ON AGING FOR SUBURBAN COOK COUNTY. AS A CATALYST FOR CONNECTING OLDER PERSONS AND CAREGIVERS TO RESOURCES AND SERVICE OPTIONS, WE ARE NATIONALLY RECOGNIZED FOR OUR INNOVATIVE PROGRAMMING, NETWORKING WITH COMMUNITY BASED SENIOR SERVICE AGENCIES, AND ADVOCACY EFFORTS ON BEHALF OF OLDER PERSONS. OVER THE PAST 50+ YEARS, AGEOPTIONS HAS ESTABLISHED A REPUTATION FOR MEETING THE NEEDS, WANTS AND EXPECTATIONS OF THE OLDER ADULT POPULATION IN SUBURBAN COOK COUNTY. OUR PURPOSE IS TO CONNECT ADULTS, AGED 60 AND OVER, WITH RESOURCES AND OPTIONS FOR CARE SO THAT THEY CAN HAVE A FULL RANGE OF CHOICES AND LIVE THEIR LIVES TO THE FULLEST. OUR ROLE IS TO PLAN, FUND, COORDINATE, AND ADVOCATE FOR OLDER ADULTS AND THOSE WHO CARE FOR THEM. WE PRIDE OURSELVES IN ADVOCATING FOR SENIORS IN THE AREAS SUCH AS ELDER JUSTICE, CAREGIVING, NUTRITION, MEDICARE, EMPLOYMENT, AND ACCESS TO BENEFITS. OUR PRIMARY SERVICE AREA, SUBURBAN COOK COUNTY, INCLUDES 130 COMMUNITIES WITHIN 30 TOWNSHIPS SURROUNDING CHICAGO - HOME TO ALMOST 2.5 MILLION RESIDENTS AND 607,328 OLDER ADULTS. THE OLDER AMERICANS ACT TITLE III SOCIAL, NUTRITION, CAREGIVER, AND HEALTH PROMOTION/DISEASE PREVENTION SERVICES ARE CORE SERVICES PROVIDED IN ALL 30 TOWNSHIPS OF SUBURBAN COOK COUNTY. IN FY 2024, 195,603 OLDER ADULTS AND CAREGIVERS WERE SERVED THROUGH THE WIDE RANGE OF TITLE III AND OTHER RELATED PROGRAMS INCLUDING HOME DELIVERED AND CONGREGATE DINING, NURSING HOME OMBUDSMAN, LEGAL SERVICE, AND THE OTHER SUPPORTIVE SERVICES.

    Expenses $10,578,066 · Grants $10,578,066 · Revenue $106,713

  • HOME OPTIONS PATH TO EMPOWERMENT (H.O.P.E.) BY AGEOPTIONS IS FUNDED BY THE DEPARTMENT OF HUMAN SERVICES UNDER THE COLBERT CONSENT DECREES TO HELP NURSING FACILITY RESIDENTS OVER THE AGE OF 18 WHO ARE ON MEDICAID TRANSITION BACK INTO THE COMMUNITY AND LIVE AS INDEPENDENTLY AS POSSIBLE. OUR COORDINATED, COMPREHENSIVE PROCESS PROVIDES A SEAMLESS, PERSON-CENTERED EXPERIENCE THAT SAFEGUARDS AGAINST DELAYS AND SERVICE GAPS, AND HELPS INDIVIDUALS THRIVE IN THEIR COMMUNITY-BASED SETTING. IN FY 24, WE TRANSITIONED 60 CLIENTS. WE OUTREACHED TO 4,509 CLIENTS, 442 CLIENTS RECEIVED AN ASSESSMENT, 441 CLIENTS RECEIVED A CARE PLAN, AND HOPE SUPPORTED 84 CLIENTS WHO WERE LIVING IN THE COMMUNITY.

    Expenses $4,868,864 · Grants $1,114,137

  • ALL OTHER PROGRAMS

    Expenses $3,933,107 · Grants $1,401,478

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Canonaco Rose

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    4
  • Boddie Tonya

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Campbell Lisa

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Coonda Mary E

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Evans Richard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Gordon Murray

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Houston Felicia

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Huisingh-Scheetz Megan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Karutz Frederick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Kricke Gayle

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Kruse Genevieve

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Mahajan Dr Dheeraj

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Matson Bruce

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Oconnor John

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Parkereric

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Peachey Kirsten

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Perry Dr Anthony

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Waddy Jeffery

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Winick Brad

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Slezak Diane

    PRESIDENT & CHIEF EXECUTIVE OFFICER

    Total calculated
    $229,697
    From this org
    $208,812
    From related orgs
    $0
    Other
    $20,885
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $188,812
    Bonus
    $20,000
    Other
    $0
    Deferred
    $12,941
    Nontaxable benefits
    $7,944
    Filer's total
    $229,697
  • McCahill Kimberly

    DIRECTOR OF PLANNING & GRANTS

    Total calculated
    $172,874
    From this org
    $155,737
    From related orgs
    $0
    Other
    $17,137
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $155,737
    Bonus
    $0
    Other
    $0
    Deferred
    $10,287
    Nontaxable benefits
    $6,850
    Filer's total
    $172,874
  • Giuntoli Michael

    DIRECTOR OF FINANCE & ADMINISTRATION

    Total calculated
    $159,226
    From this org
    $140,625
    From related orgs
    $0
    Other
    $18,601
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $140,625
    Bonus
    $0
    Other
    $0
    Deferred
    $12,031
    Nontaxable benefits
    $6,570
    Filer's total
    $159,226
  • Mapes Robert

    DIRECTOR OF PROGRAM & COMMUNITY SUPPORT

    Total calculated
    $150,113
    From this org
    $129,146
    From related orgs
    $0
    Other
    $20,967
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $129,146
    Bonus
    $0
    Other
    $0
    Deferred
    $8,957
    Nontaxable benefits
    $12,010
    Filer's total
    $150,113
  • Murphy Carole

    DIRECTOR OF HUMAN RESOURCES

    Total calculated
    $126,401
    From this org
    $114,125
    From related orgs
    $0
    Other
    $12,276
    Hours/week
    35

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

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 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

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

  • SOCIAL & NUTRITION SERVICES FOR ELDERLY

  • TOP BOX FOODS

    $2,844,190

    AO MAINSTREAM PRODUCE

  • CARING TOGETHER LIVING BETTER - COMMUNITY SUPPORT PROGRAMS FOR THE ELDERLY

  • SOCIAL, NUTRITION, HEALTH PROMOTION, & CAREGIVER SERVICES FOR THE ELDERLY. ADULT PROTECTIVE SERVICES. ASSISTANCE FOR ACCESSING PHARMACEUTICAL BENEFITS PROGRAMS. MEDICARE FRAUD PATROL & MEDICARE ASSISTANCE.

  • SOCIAL, NUTRITION, HEALTH PROMOTION, AND CAREGIVER SERVICES FOR THE ELDERLY;

  • PATHLIGHTS

    $1,418,090

    SOCIAL, ELDER ABUSE, NUTRITION, COVID19, GRG, SHIP, VACCINATION, HOPE AND CAREGIVER SERVICES FOR THE ELDERLY.

  • SOCIAL, NUTRITION, HEALTH ASSISTANCE & PROMOTION. ADULT PROTECTIVE SERVICES

  • SOCIAL, NUTRITION, HEALTH PROMOTION, & CAREGIVER SERVICES FOR THE ELDERLY.

  • SOCIAL, NUTRITION, HEALTH PROMOTION, & CAREGIVER SERVICES FOR THE ELDERLY. A

  • NUTRITION & SOCIAL SERVICES FOR MINORITY ELDERLY. HELP SENIORS ENROLL IN BE

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
19 May 2025
IRS schema version
2023v6.0
Source object
202521399349301512

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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