Form 990 for tax year 2023
Filed by AMERICAN SOCIETY ON AGING.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2023 , filed 17 March 2026. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $3,920,835 changed to $4,528,076
- Total expenses
- $3,754,647 changed to $3,772,479
- Contributions and grants received
- $2,432,586 changed to $3,039,826
- Program service revenue
- $1,407,997 changed to $1,407,998
- Total assets, end of year
- $1,168,641 changed to $1,742,749
- Total liabilities, end of year
- $525,010 changed to $509,710
- Net assets or fund balances, end of year
- $643,631 changed to $1,233,039
- Program services expenses
- $2,753,829 changed to $2,727,361
- Management and general expenses
- $1,000,818 changed to $1,045,118
- Program service expenses (Part III)
- $2,753,829 changed to $2,727,361
Totals
- Total revenue
- $3,920,835
- Total expenses
- $3,754,647
- Contributions and grants received
- $2,432,586
- Grants paid
- $1,500
- Program service revenue
- $1,407,997
- Investment income
- $9,804
- Other revenue
- $70,448
- Total assets, end of year
- $1,168,641
- Total liabilities, end of year
- $525,010
- Net assets or fund balances, end of year
- $643,631
- Program services expenses (Part IX)
- $2,753,829
- Management and general expenses
- $1,000,818
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,753,829
Program services were 73.3% 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
$626,075
-
1f · All other contributions, gifts and grants
$1,806,511
-
2a · Program service revenue: ON AGING CONFERENCE
total $1,251,485 · related or exempt $1,251,485
-
2b · Program service revenue: EDUCATION & TRAINING
total $156,512 · related or exempt $156,512
-
3 · Investment income
total $19,342 · excluded $19,342
-
5 · Royalties
total $5,351 · excluded $5,351
-
7b · Less cost or other basis and sales expenses
other assets $9,538
-
7c · Gain or loss
other assets -$9,538
-
7d · Net gain or loss
total -$9,538 · excluded -$9,538
-
11a · Other revenue: COMMISSION INCOME
total $62,139 · excluded $62,139
-
11b · Other revenue: OTHER INCOME
total $2,958 · excluded $2,958
-
11e · Other revenue, total
$65,097
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,500 · program services $1,500
-
5 · Compensation of officers, directors and key employees
total $381,025 · program services $63,263 · management and general $317,762
-
7 · Other salaries and wages
total $891,156 · program services $758,945 · management and general $132,211
-
8 · Pension plan contributions
total $52,376 · program services $35,646 · management and general $16,730
-
9 · Other employee benefits
total $74,108 · program services $47,735 · management and general $26,373
-
10 · Payroll taxes
total $97,856 · program services $63,781 · management and general $34,075
-
11c · Fees: accounting
total $21,476 · management and general $21,476
-
11g · Fees: other
total $647,955 · program services $449,750 · management and general $198,205
-
12 · Advertising and promotion
total $54,088 · program services $15,142 · management and general $38,946
-
13 · Office expenses
total $71,705 · program services $68,166 · management and general $3,539
-
14 · Information technology
total $419,225 · program services $336,070 · management and general $83,155
-
16 · Occupancy
total $21,721 · program services $21,721
-
17 · Travel
total $53,220 · program services $52,009 · management and general $1,211
-
19 · Conferences, conventions and meetings
total $787,781 · program services $778,304 · management and general $9,477
-
22 · Depreciation, depletion and amortization
total $61,194 · program services $46,502 · management and general $14,692
-
23 · Insurance
total $14,507 · management and general $14,507
-
24a · Other expenses: MERCHANT FEES
total $90,814 · program services $6,376 · management and general $84,438 · fundraising $0
-
24b · Other expenses: MISCELLANEOUS
total $12,940 · program services $8,919 · management and general $4,021 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $168,930 · end of year $204,599
-
2 · Savings and temporary cash investments
beginning of year $685,153 · end of year $687,246
-
3 · Pledges and grants receivable
beginning of year $469,712 · end of year $26,125
-
9 · Prepaid expenses and deferred charges
beginning of year $201,333 · end of year $159,753
-
10a · Land, buildings and equipment: cost or other basis
$141,341
-
10b · Land, buildings and equipment: accumulated depreciation
$50,423
-
10c · Land, buildings and equipment, net
beginning of year $53,204 · end of year $90,918
-
14 · Intangible assets
beginning of year $7,288 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $152,307 · end of year $237,595
-
19 · Deferred revenue
beginning of year $788,438 · end of year $277,465
-
21 · Escrow or custodial account liability
beginning of year $177,900 · end of year $9,950
-
27 · Net assets without donor restrictions
beginning of year $379,143 · end of year $382,477
-
28 · Net assets with donor restrictions
beginning of year $87,832 · end of year $261,154
Mission and programs · 2023
Mission
AN EDUCATION ORGANIZATION FOR PROFESSIONALS IN THE FIELD OF AGING, FOUNDED IN 1954, AMERICAN SOCIETY ON AGING'S MISSION IS TO DEVELOP LEADERSHIP, KNOWLEDGE AND SKILLS TO ADDRESS THE CHALLENGES AND OPPORTUNITIES OF A DIVERSE AGING SOCIETY. WITH MORE THAN 6,000 MEMBERS, SUBSCRIBERS AND STAKEHOLDERS, AMERICAN SOCIETY ON AGING IS THE LARGEST MULTIDISCIPLINARY ASSOCIATION FOR PROFESSIONALS WORKING WITH OLDER ADULTS AND THEIR CAREGIVERS.
Activities or mission (Part I)
UNITES, EMPOWERS AND CHAMPIONS EVERYONE STRIVING TO IMPROVE AGING.
-
EDUCATION AND TRAINING: THE ON AGING INSTITUTE IS THE VIRTUAL HUB FOR THE EDUCATIONAL PROGRAMS AND RESOURCES PRODUCED BY THE AMERICAN SOCIETY ON AGING. MORE THAN 40,000 PROFESSIONALS PARTICIPATED IN ASA'S WEBINARS, VIRTUAL CONFERENCE, AND ONLINE COURSES. EVERY YEAR THE ORGANIZATION HOST, ON AGING IS THE NATION'S LARGEST MULTIDISCIPLINARY CONFERENCE ON AGING AND THE ANNUAL CONFERENCE FOR MEMBERS OF THE AMERICAN SOCIETY ON AGING (ASA). ON AGING IS AN OPPORTUNITY TO CONNECT, LEARN, AND SHARE YOUR EXPERTISE WITH THOUSANDS OF PROFESSIONALS WORKING IN AGING AND RELATED FIELDS.
Expenses $2,122,314 · Grants $1,500 · Revenue $1,407,997
-
MEMBERSHIP PROGRAM: THE AMERICAN SOCIETY ON AGING (ASA) HAS DEVELOPED AND LED THE LARGEST, MOST DIVERSE COMMUNITY OF PROFESSIONALS WORKING IN AGING IN AMERICA. WE REPRESENT AND ENGAGE MORE THAN 4,000 MULTIDISCIPLINARY LEADERS ACROSS THE COUNTRY WHO WORK IN THE AGING SECTOR. ASA PROVIDES OUR MEMBERS WITH VALUABLE OPPORTUNITIES TO EXCHANGE IDEAS, GROW THEIR CAREERS, AND SHAPE THE FUTURE OF AGING. WE ARE THE BEST PLACE TO FIND YOUR PEERS, STAY ON TOP OF EMERGING ISSUES, AND TAKE PART IN CONVERSATIONS THAT INFLUENCE PRACTICE AND POLICY.
Expenses $448,408
-
THE ORGANIZATION'S SPECIAL PROJECTS INCLUDE SPECIFIC PROFESSIONAL EDUCATION INITIATIVES FOR WHICH THE ORGANIZATION HAS RECEIVED SUPPORT, SUCH AS THE SCAN FOUNDATION, WITH THE OBJECTIVE TO HOST WEBINARS AND SEMINARS AND PRODUCE JOURNAL PUBLICATIONS.
Expenses $183,107
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
LISA GABLES
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
JEFFREY KLEIN
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
RANI SNYDER
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
GINNA BAIK
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
VINCENT TILFORD
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
MARIA HENKE
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
-
BEN VEGHTE
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT ESPINOZA
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
STEPHEN FARBER
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
-
SIMONA VALANCIUTE
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
MELISSA TISCHLER
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JOON BANG
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
LEANNE CLARK SHIRLEY
PRESIDENT AND CEO
- Total calculated
- $165,703
- From this org
- $157,951
- From related orgs
- $0
- Other
- $7,752
- Hours/week
- 56
Schedule J breakdown matched by us
- Base
- $157,951
- Bonus
- $0
- Other
- $0
- Deferred
- $7,752
- Nontaxable benefits
- $0
- Filer's total
- $165,703
-
JACQUELYN J BENNETT
CHIEF OPERATING OFFICER
- Total calculated
- $150,659
- From this org
- $144,386
- From related orgs
- $0
- Other
- $6,273
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $144,386
- Bonus
- $0
- Other
- $0
- Deferred
- $6,273
- Nontaxable benefits
- $0
- Filer's total
- $150,659
-
CYNTHIA PROOTHI MORRIS
CHIEF ADVANCEMENT OFFICER
- Total calculated
- $150,083
- From this org
- $150,083
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $150,083
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $150,083
-
PETER KALDES
FORMER CEO TERM 08/2023
- Total calculated
- $205,835
- From this org
- $205,835
- From related orgs
- $0
- Other
- $0
- Hours/week
- 56
Schedule J breakdown matched by us
- Base
- $205,835
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $205,835
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 · Compensation committee
- 3 · Form 990 of other organizations
- 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
- 2023
- Filed
- 5 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202542239349302144
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