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← USAGING

Form 990 for tax year 2023

Filed by USAGING.

Totals

Total revenue
$59,510,938
Total expenses
$59,314,013
Contributions and grants received
$55,844,128
Grants paid
$43,587,292
Program service revenue
$3,525,427
Investment income
$66,608
Other revenue
$74,775
Total assets, end of year
$15,663,684
Total liabilities, end of year
$12,894,072
Net assets or fund balances, end of year
$2,769,612
Program services expenses (Part IX)
$57,146,845
Management and general expenses
$2,163,298
Fundraising expenses
$3,870
Program service expenses (Part III)
$57,146,845

Program services were 96.3% 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.

  • 1e · Government grants (contributions)

    $53,125,655

  • 1f · All other contributions, gifts and grants

    $2,718,473

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $1,494,418 · related or exempt $1,494,418

  • 2b · Program service revenue: CONFERENCES

    total $1,310,023 · related or exempt $712,279 · unrelated business $17,980 · excluded $579,764

  • 2c · Program service revenue: CONTRACT REVENUE

    total $425,633 · related or exempt $425,633

  • 2d · Program service revenue: SEMINARS AND TRAINING

    total $294,275 · related or exempt $294,275

  • 2e · Program service revenue: PUBLICATIONS

    total $1,078 · related or exempt $1,078

  • 3 · Investment income

    total $66,608 · excluded $66,608

  • 5 · Royalties

    total $51,828 · excluded $51,828

  • 11a · Other revenue: OTHER INCOME

    total $22,947 · excluded $22,947

  • 11e · Other revenue, total

    $22,947

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $43,587,292 · program services $43,587,292

  • 5 · Compensation of officers, directors and key employees

    total $1,351,611 · program services $943,041 · management and general $408,345 · fundraising $225

  • 7 · Other salaries and wages

    total $3,828,274 · program services $3,413,993 · management and general $411,814 · fundraising $2,467

  • 8 · Pension plan contributions

    total $253,839 · program services $220,357 · management and general $33,415 · fundraising $67

  • 9 · Other employee benefits

    total $1,083,035 · program services $893,094 · management and general $189,421 · fundraising $520

  • 10 · Payroll taxes

    total $365,581 · program services $299,857 · management and general $65,543 · fundraising $181

  • 11b · Fees: legal

    total $39,675 · program services $19,004 · management and general $20,671

  • 11c · Fees: accounting

    total $196,745 · management and general $196,745

  • 11g · Fees: other

    total $5,603,544 · program services $5,336,500 · management and general $267,037 · fundraising $7

  • 12 · Advertising and promotion

    total $59,777 · program services $59,777

  • 13 · Office expenses

    total $204,165 · program services $162,049 · management and general $42,099 · fundraising $17

  • 14 · Information technology

    total $822,750 · program services $673,219 · management and general $149,453 · fundraising $78

  • 16 · Occupancy

    total $481,384 · program services $401,946 · management and general $79,197 · fundraising $241

  • 17 · Travel

    total $279,491 · program services $229,451 · management and general $50,040

  • 19 · Conferences, conventions and meetings

    total $742,185 · program services $590,571 · management and general $151,613 · fundraising $1

  • 20 · Interest

    total $2,859 · program services $2,066 · management and general $793

  • 22 · Depreciation, depletion and amortization

    total $103,583 · program services $86,490 · management and general $17,041 · fundraising $52

  • 23 · Insurance

    total $33,279 · program services $24,045 · management and general $9,233 · fundraising $1

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $129,906 · program services $93,860 · management and general $36,040 · fundraising $6

  • 24b · Other expenses: OTHER EXPENSES

    total $114,093 · program services $87,874 · management and general $26,213 · fundraising $6

  • 24c · Other expenses: EMPLOYEE DEVELPOMENT

    total $30,945 · program services $22,359 · management and general $8,585 · fundraising $1

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $705,909 · end of year $2,976,809

  • 2 · Savings and temporary cash investments

    beginning of year $2,089,068 · end of year $445,440

  • 3 · Pledges and grants receivable

    beginning of year $761,357 · end of year $8,215,459

  • 4 · Accounts receivable

    beginning of year $806,680 · end of year $181,296

  • 7 · Other notes and loans receivable

    beginning of year $770,000 · end of year $770,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $157,802 · end of year $322,680

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

    $1,233,808

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

    $789,577

  • 10c · Land, buildings and equipment, net

    beginning of year $520,007 · end of year $444,231

  • 15 · Other assets

    beginning of year $2,649,394 · end of year $2,307,769

  • 17 · Accounts payable and accrued expenses

    beginning of year $897,588 · end of year $1,179,762

  • 18 · Grants payable

    end of year $7,162,784

  • 19 · Deferred revenue

    beginning of year $1,266,276 · end of year $1,290,918

  • 25 · Other liabilities

    beginning of year $3,723,666 · end of year $3,260,608

  • 27 · Net assets without donor restrictions

    beginning of year $2,101,439 · end of year $2,295,154

  • 28 · Net assets with donor restrictions

    beginning of year $471,248 · end of year $474,458

Mission and programs · 2023

Mission

USAGING REPRESENTS & SUPPORTS THE NATIONAL NETWORK OF AREA AGENCIES ON AGING & ADVOCATES FOR THE TITLE VI NATIVE AMERICAN AGING PROGRAMS THAT HELP OLDER ADULTS & PEOPLE WITH DISABILITIES LIVE WITH OPTIMAL HEALTH, WELL-BEING, INDEPENDENCE & DIGNITY IN THEIR HOMES & COMMUNITIES.

Activities or mission (Part I)

USAGING HELPS OLDER ADULTS & DISABLED PEOPLE WITH HEALTH, WELL-BEING, INDEPENDENCE & DIGNITY.

  • SERVICES FOR THE AGING INCLUDE THE ELDERCARE LOCATOR, A NATIONAL CALL CENTER DESIGNED TO HELP OLDER ADULTS AND THEIR CAREGIVERS LOCATE LOCAL AGING SERVICES. SERVICES TO THE AGING NETWORK, INCLUDE CAPACITY BUILDING ON MANAGED LONG-TERM SERVICES AND SUPPORTS AND INTEGRATED HEALTH CARE; MEDICARE ENROLLMENT; TRANSPORTATION AND MOBILITY SUPPORT; BUILDING LIVABLE COMMUNITIES; DEVELOPING BUSINESS ACUMEN; AND ENHANCING VOLUNTEER SERVICES.IN 2023, THE ORGANIZATION RECEIVED $1,599,817 IN DONATED SERVICES FOR SERVICES FOR THE AGING.

    Expenses $55,091,608 · Grants $43,587,292 · Revenue $352,486

  • ANNUAL CONFERENCE PROVIDES AN OPPORTUNITY TO DISSEMINATE INFORMATION REGARDING PUBLIC POLICY AND PROGRAMS AFFECTING OLDER ADULTS AND THEIR CAREGIVERS; TO INFORM MEMBERS ABOUT USAGING'S GOALS AND PROGRAMS; TO PROVIDE MEMBERS WITH EDUCATIONAL OPPORTUNITIES AND NETWORKING WITH PEERS, PARTNERS, AND BUSINESSES ABOUT PRODUCT OPTIONS AND SERVICES FOR OLDER ADULTS AND PERSONS WITH DISABILITIES; CONDUCTS FIVE CAPACITY BUILDING SURVEYS OF THE AGING NETWORK; AND PRODUCES REPORTS AS WELL AS TWO BUSINESS AND STRATEGIC PLANNING WORKSHOPS.

    Expenses $1,045,516 · Revenue $772,279

  • PUBLIC POLICY - THE PRIMARY FOCUS OF USAGING'S PUBLIC POLICY TEAM IS TO DEVELOP ANNUALLY A SET OF ITS TOP POLICY PRIORITIES THAT GUIDE THE ORGANIZATION'S LEGISLATIVE AND ADMINISTRATIVE ADVOCACY EFFORTS TO SUPPORT THE GROWING NUMBERS OF OLDER AMERICANS AND CAREGIVERS. USAGING'S ANNUAL POLICY PRIORITIES ARE BASED ON OUR MEMBERS' EXPERIENCE IN DIRECTLY SUPPORTING OLDER ADULTS AND CAREGIVERS IN THEIR COMMUNITIES. THE PRIORITIES ARE FOCUSED ON THE ACTIONS THAT THE UNITED STATES' PRESIDENTIAL ADMINISTRATION AND CONGRESS MUST TAKE TO ENSURE THAT ALL AMERICANS CAN AGE WELL.

    Expenses $457,977 · Revenue $57,950

  • EXTERNAL AFFAIRS AND CONSULTING

    Expenses $398,129 · Revenue $1,625,743

  • TRAINING

    Expenses $110,112 · Revenue $74,225

  • COMMUNICATIONS AND OUTREACH

    Expenses $43,503 · Revenue $45,000

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

Listed in Part VII

  • PAM CURTIS

    1ST VP(UNTIL JUL);PRES(AS OF JUL)

    Total calculated
    $0
    Hours/week
    1

  • HEANG TAN

    2ND VP(UNTIL JUL);1ST VP(AS OF JUL)

    Total calculated
    $0
    Hours/week
    1

  • LYNN KIMBALL

    SEC(UNTIL JUL);2ND VP(AS OF JUL)

    Total calculated
    $0
    Hours/week
    1

  • PAUL LEGGETT

    DIR(UNTIL JUL);SEC(AS OF JUL)

    Total calculated
    $0
    Hours/week
    1

  • EVA VEITCH

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • MARY ANN SPANOS

    PRES(UNTIL JUL);PAST PRES(AS OF JUL)

    Total calculated
    $0
    Hours/week
    1

  • JODY BARKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEPHANIE BLUNT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AARON BRADLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MEG BURMEISTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KELLY BUTTS-ELSTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • IRENE COVENY

    DIRECTOR (UNTIL JUL)

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER CRAWLEY

    DIRECTOR (UNTIL DEC)

    Total calculated
    $0
    Hours/week
    1

  • KELLY DEARMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MIKE DONOHUE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RAUL ENRIQUEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOANNE FETZKO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SHANNAH THARP GILLIAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANNETTE GRAHAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SCOTT GROSSARD

    DIRECTOR (UNTIL DEC)

    Total calculated
    $0
    Hours/week
    1

  • TED HALL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOAN HATEM-ROY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DIANE HOEMANN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRENDA HOUSE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LORRAINE JOEWONO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TRICIA JEAN JONES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CRAIG KABERLINE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARY LYNN KASUNIC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NICOLE KIDDOO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JUSTIN LEES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LINDA LEVIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANN MARIE MAGLIONE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • REGAN MCMANUS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LINDA MILLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • REBECCA MILLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SHARON NEVINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DUANA PATTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BLAIR SCHOEB

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LISA SHEPPARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SHELLY SINDY

    DIRECTOR (UNTIL JUL)

    Total calculated
    $0
    Hours/week
    1

  • DIANE SLEZAK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JASON SWANSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LUDVINA KEALOHA TAKAHASHI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LESLIE TANOUE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRISTINE VANLANDINGHAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MEGAN WALTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RHONDA WEAVER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ASHLEY WITHROW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CONNIE BETTON-WOLFE

    DIRECTOR (UNTIL JUL)

    Total calculated
    $0
    Hours/week
    1

  • JUSTIN YOUNG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SANDRA MARKWOOD

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $449,346
    From this org
    $380,107
    From related orgs
    $0
    Other
    $69,239
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $380,107
    Bonus
    $0
    Other
    $0
    Deferred
    $48,330
    Nontaxable benefits
    $20,909
    Filer's total
    $449,346

  • GEOFFREY MARTINY

    CHIEF FINANCIAL OFFICER

    Total calculated
    $214,062
    From this org
    $187,126
    From related orgs
    $0
    Other
    $26,936
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $187,126
    Bonus
    $0
    Other
    $0
    Deferred
    $18,665
    Nontaxable benefits
    $8,271
    Filer's total
    $214,062

  • AMY GOTWALS

    CHIEF, PUBLIC POLICY & EXT AFFAIRS

    Total calculated
    $230,854
    From this org
    $198,324
    From related orgs
    $0
    Other
    $32,530
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $198,324
    Bonus
    $0
    Other
    $0
    Deferred
    $19,882
    Nontaxable benefits
    $12,648
    Filer's total
    $230,854

  • MARISA SCALA-FOLEY

    DIRECTOR, AGING & DBI

    Total calculated
    $226,337
    From this org
    $195,257
    From related orgs
    $0
    Other
    $31,080
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $195,257
    Bonus
    $0
    Other
    $0
    Deferred
    $19,576
    Nontaxable benefits
    $11,504
    Filer's total
    $226,337

  • DEBORAH STONE-WALLS

    CHIEF, PROGRAMS & SERVICES

    Total calculated
    $231,012
    From this org
    $194,797
    From related orgs
    $0
    Other
    $36,215
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $194,797
    Bonus
    $0
    Other
    $0
    Deferred
    $18,972
    Nontaxable benefits
    $17,243
    Filer's total
    $231,012

  • VIRGINIA DIZE

    CO-DIRECTOR, NADTC

    Total calculated
    $176,504
    From this org
    $144,424
    From related orgs
    $0
    Other
    $32,080
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $144,424
    Bonus
    $0
    Other
    $0
    Deferred
    $14,474
    Nontaxable benefits
    $17,606
    Filer's total
    $176,504

  • SARA TRIBE-CLARK

    DIRECTOR, ELDERCARE LOCATOR

    Total calculated
    $157,580
    From this org
    $138,164
    From related orgs
    $0
    Other
    $19,416
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $138,164
    Bonus
    $0
    Other
    $0
    Deferred
    $14,416
    Nontaxable benefits
    $5,000
    Filer's total
    $157,580

  • MARY E FRENCH

    DIRECTOR, HOUSING & SRC

    Total calculated
    $159,467
    From this org
    $134,223
    From related orgs
    $0
    Other
    $25,244
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $134,223
    Bonus
    $0
    Other
    $0
    Deferred
    $13,531
    Nontaxable benefits
    $11,713
    Filer's total
    $159,467

  • OLIVIA UMOREN

    DIRECTOR, PUBLIC POLICY

    Total calculated
    $125,580
    From this org
    $110,000
    From related orgs
    $0
    Other
    $15,580
    Hours/week
    50

  • LAKEISHA JAMES

    DIRECTOR, HUMAN RESOURCES

    Total calculated
    $127,778
    From this org
    $104,955
    From related orgs
    $0
    Other
    $22,823
    Hours/week
    50

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 · 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

The filer's explanations (Part III)

PART I, LINE 3
THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER (CEO) IS DETERMINED BASED ON THE PERFORMANCE OF THE CEO, AS EVALUATED BY A COMMITTEE OF THE BOARD OF DIRECTORS, AND COMPARABLE SALARIES OF CEO'S IN SIMILAR NONPROFIT ORGANIZATIONS BASED ON AVAILABLE SALARY SURVEYS IN ACCORDANCE WITH THE COMPENSATION POLICY. THE COMPENSATION AND BENEFITS PACKAGE IS MEMORIALIZED IN A WRITTEN EMPLOYMENT AGREEMENT WHICH IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS.

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

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

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Provenance

Return type
form_990
Tax year
2023
Filed
27 September 2024
IRS schema version
2023v5.1
Source object
202432719349301123

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

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