Skip to content
Nonprofiteer
← AMERICAN SOCIETY ON AGING

Form 990 for tax year 2022

Filed by AMERICAN SOCIETY ON AGING.

Totals

Total revenue
$3,456,782
Total expenses
$3,392,813
Contributions and grants received
$2,267,544
Grants paid
$0
Program service revenue
$1,071,218
Investment income
$7,128
Other revenue
$110,892
Total assets, end of year
$1,585,620
Total liabilities, end of year
$1,118,645
Net assets or fund balances, end of year
$466,975
Program services expenses (Part IX)
$2,239,259
Management and general expenses
$1,153,554
Fundraising expenses
$0
Program service expenses (Part III)
$2,239,259

Program services were 66.0% 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.

  • 1b · Membership dues

    $767,682

  • 1f · All other contributions, gifts and grants

    $1,499,862

  • 2a · Program service revenue: EDUCATION AND TRAINING

    total $1,071,218 · related or exempt $1,071,218

  • 3 · Investment income

    total $10,063 · excluded $10,063

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

    total $0

  • 5 · Royalties

    total $601 · excluded $601

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    other assets $11,566

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

    other assets $14,501

  • 7c · Gain or loss

    other assets -$2,935

  • 7d · Net gain or loss

    total -$2,935 · excluded -$2,935

  • 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

  • 11a · Other revenue: ADVERTISING REVENUE

    total $9,019 · unrelated business $9,019

  • 11b · Other revenue: PUBLICATION REVENUE

    total $12,055 · unrelated business $12,055

  • 11c · Other revenue: CONFERENCE REBATES

    total $77,351 · related or exempt $77,351

  • 11d · All other revenue

    total $11,866 · related or exempt $11,866

  • 11e · Other revenue, total

    $110,291

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 $464,992 · program services $306,895 · management and general $158,097

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $1,204,392 · program services $794,899 · management and general $409,493

  • 8 · Pension plan contributions

    total $59,797 · program services $39,466 · management and general $20,331

  • 9 · Other employee benefits

    total $93,173 · program services $61,494 · management and general $31,679

  • 10 · Payroll taxes

    total $116,224 · program services $76,707 · management and general $39,517

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $8,269 · management and general $8,269

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $255,310 · program services $173,962 · management and general $81,348

  • 12 · Advertising and promotion

    total $9,457 · program services $6,242 · management and general $3,215

  • 13 · Office expenses

    total $165,045 · program services $112,174 · management and general $52,871

  • 14 · Information technology

    total $374,724 · program services $249,111 · management and general $125,613

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $27,479 · program services $18,136 · management and general $9,343

  • 17 · Travel

    total $225,698 · program services $148,961 · management and general $76,737

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $288,680 · program services $190,529 · management and general $98,151

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $88,017 · program services $58,092 · management and general $29,925

  • 23 · Insurance

    total $0

  • 24a · Other expenses: MISCELLANEOUS

    total $11,556 · program services $2,591 · management and general $8,965 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $125,495 · end of year $168,930

  • 2 · Savings and temporary cash investments

    beginning of year $462,881 · end of year $685,153

  • 3 · Pledges and grants receivable

    beginning of year $262,683 · end of year $469,712

  • 4 · Accounts receivable

    beginning of year $0 · 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 $177,521 · end of year $201,333

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

    $471,187

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

    $417,983

  • 10c · Land, buildings and equipment, net

    beginning of year $152,659 · end of year $53,204

  • 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 $15,238 · end of year $7,288

  • 15 · Other assets

    beginning of year $3,968 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $178,970 · end of year $152,307

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $618,469 · end of year $788,438

  • 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 $0 · end of year $177,900

  • 27 · Net assets without donor restrictions

    beginning of year $355,064 · end of year $379,143

  • 28 · Net assets with donor restrictions

    beginning of year $47,942 · end of year $87,832

Mission and programs · 2022

Mission

ASA BRINGS TOGETHER LEADERS FROM THE BUSINESS, ACADEMIC, GOVERNMENT AND NONPROFIT COMMUNITIES IN AGING.

  • EDUCATION AND TRAINING: MORE THAN 8,000 PROFESSIONALS PARTICIPATED IN ASA'S WEBINARS, VIRTUAL CONFERENCE, AND ONLINE COURSES.

    Expenses $1,221,413 · Revenue $1,071,218

  • MEMBERSHIP PROGRAM: ASA MEMBERSHIP PROVIDES NO-COST OR DISCOUNTED ACCESS TO PREMIUM ASA PROGRAMS AND ONLINE AS WELL AS IN-PERSON NETWORKING PROFESSIONAL DEVELOPMENT OPPORTUNITIES.

    Expenses $542,850

  • Special Projects: ASA PARTNERS WITH NUMEROUS ORGANIZATIONS AND FUNDERS TO INNOVATE ACROSS THE SPECTRUM OF RELEVANT PROFESSIONAL EDUCATION AND MAINTAINING KEY CHANNELS OF CROSS-CONNECTION BETWEEN RESEARCH, POLICY AND PRACTICE IN AGING.

    Expenses $305,354 · Revenue $77,351

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Peter Kaldes

    CEO thru 8/31/2023

    Total calculated
    $310,480
    From this org
    $288,716
    From related orgs
    $0
    Other
    $21,764
    Hours/week
    56

    Schedule J breakdown matched by us

    Base
    $277,545
    Bonus
    $5,512
    Other
    $5,659
    Deferred
    $13,018
    Nontaxable benefits
    $8,746
    Filer's total
    $310,480
  • Robert Lowe

    COO thru 5/31/2023

    Total calculated
    $175,773
    From this org
    $152,439
    From related orgs
    $0
    Other
    $23,334
    Hours/week
    49

    Schedule J breakdown matched by us

    Base
    $149,999
    Bonus
    $1,000
    Other
    $1,440
    Deferred
    $6,938
    Nontaxable benefits
    $16,396
    Filer's total
    $175,773
  • Leanne Clark Shirley

    Interim CEO as of 9/1/2023

    Total calculated
    $145,079
    From this org
    $138,274
    From related orgs
    $0
    Other
    $6,805
    Hours/week
    40
  • Cynthia Proothi Morris

    VP of Dev & Community Engageme

    Total calculated
    $144,620
    From this org
    $130,494
    From related orgs
    $0
    Other
    $14,126
    Hours/week
    40
  • Jacquelyn J Bennett

    COO as of 6/1/2023

    Total calculated
    $123,382
    From this org
    $117,332
    From related orgs
    $0
    Other
    $6,050
    Hours/week
    40
  • Lisa Gables

    Chair elect

    Total calculated
    $0
    Hours/week
    1
  • Maria Henke

    Member

    Total calculated
    $0
    Hours/week
    1
  • Rebecca Morgan

    Member

    Total calculated
    $0
    Hours/week
    1
  • Joyce L Walker

    Member

    Total calculated
    $0
    Hours/week
    1
  • Amy Herr

    MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Ginna Baik

    Member

    Total calculated
    $0
    Hours/week
    1
  • Robert Espinoza

    Member

    Total calculated
    $0
    Hours/week
    1
  • Joon Bang

    Member

    Total calculated
    $0
    Hours/week
    1
  • Jeffrey Klein

    Member

    Total calculated
    $0
    Hours/week
    1
  • Najja ORR

    Member

    Total calculated
    $0
    Hours/week
    1
  • Davis Park

    Member

    Total calculated
    $0
    Hours/week
    1
  • Rani Snyder

    Member

    Total calculated
    $0
    Hours/week
    1
  • Melissa Tischler

    Member

    Total calculated
    $0
    Hours/week
    1
  • Simona Valanciute

    Member

    Total calculated
    $0
    Hours/week
    1
  • Deborah M Royster

    Executive committee member

    Total calculated
    $0
    Hours/week
    1
  • Connie Benton Wolfe

    Member

    Total calculated
    $0
    Hours/week
    1

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 · Written employment contract
  • 3 · Compensation survey or study
  • 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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
14 August 2024
IRS schema version
2022v5.0
Source object
202432279349302438

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

The source document this was parsed from is served over the API, which is where bulk and document access live.