Skip to content
Nonprofiteer
← INSTITUTE FOR APPLIED GERONTOLOGY INC

Form 990 for tax year 2023

Filed by INSTITUTE FOR APPLIED GERONTOLOGY INC.

Totals

Total revenue
$2,144,274
Total expenses
$2,381,500
Contributions and grants received
$2,110,855
Grants paid
$0
Program service revenue
$29,710
Investment income
$3,709
Other revenue
$0
Total assets, end of year
$957,162
Total liabilities, end of year
$558,291
Net assets or fund balances, end of year
$398,871
Program services expenses (Part IX)
$1,905,228
Management and general expenses
$390,468
Fundraising expenses
$85,804
Program service expenses (Part III)
$1,905,228

Program services were 80.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • David Wagner

    CEO, President

    Total calculated
    $1,485,170
    From this org
    $0
    From related orgs
    $1,346,372
    Other
    $138,798
    Hours/week
    1 + 33.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,084,208 related
    Bonus
    $0 + $195,000 related
    Other
    $0 + $67,164 related
    Deferred
    $0 + $56,925 related
    Nontaxable benefits
    $0 + $81,873 related
    Filer's total
    $0 + $1,485,170 related

  • Russell Portenoy

    Executive Director

    Total calculated
    $887,306
    From this org
    $0
    From related orgs
    $779,879
    Other
    $107,427
    Hours/week
    14.5 + 20.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $691,022 related
    Bonus
    $0
    Other
    $0 + $88,857 related
    Deferred
    $0 + $33,000 related
    Nontaxable benefits
    $0 + $74,427 related
    Filer's total
    $0 + $887,306 related

  • David Koschitzki

    Chief Financial Officer

    Total calculated
    $820,536
    From this org
    $0
    From related orgs
    $696,333
    Other
    $124,203
    Hours/week
    1 + 33.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $569,608 related
    Bonus
    $0 + $82,500 related
    Other
    $0 + $44,225 related
    Deferred
    $0 + $46,200 related
    Nontaxable benefits
    $0 + $78,003 related
    Filer's total
    $0 + $820,536 related

  • Christina Van Vort

    Assistant Secretary

    Total calculated
    $767,682
    From this org
    $0
    From related orgs
    $680,101
    Other
    $87,581
    Hours/week
    1 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $567,423 related
    Bonus
    $0 + $82,500 related
    Other
    $0 + $30,178 related
    Deferred
    $0 + $46,200 related
    Nontaxable benefits
    $0 + $41,381 related
    Filer's total
    $0 + $767,682 related

  • Winifred Schein

    DRT OF INST GIVING & GRANTS

    Total calculated
    $186,432
    From this org
    $135,498
    From related orgs
    $0
    Other
    $50,934
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $123,798
    Bonus
    $0
    Other
    $11,700
    Deferred
    $8,835
    Nontaxable benefits
    $42,099
    Filer's total
    $186,432

  • Helena Knotkova

    DRT OF CLINICAL RESEARCH

    Total calculated
    $175,188
    From this org
    $142,678
    From related orgs
    $0
    Other
    $32,510
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $139,936
    Bonus
    $0
    Other
    $2,742
    Deferred
    $9,817
    Nontaxable benefits
    $22,693
    Filer's total
    $175,188

  • Myra Glajchen

    DRT OF EDUCATION & TRAINING

    Total calculated
    $169,372
    From this org
    $154,251
    From related orgs
    $0
    Other
    $15,121
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $145,963
    Bonus
    $0
    Other
    $8,288
    Deferred
    $9,988
    Nontaxable benefits
    $5,133
    Filer's total
    $169,372

  • Lara Dhingra

    DRT OF CLINICAL STUDIES

    Total calculated
    $160,118
    From this org
    $114,243
    From related orgs
    $0
    Other
    $45,875
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $108,553
    Bonus
    $0
    Other
    $5,690
    Deferred
    $8,160
    Nontaxable benefits
    $37,715
    Filer's total
    $160,118

  • Karen Richards

    DRT OF INSTRUCTIONAL DESIGN

    Total calculated
    $136,551
    From this org
    $109,472
    From related orgs
    $0
    Other
    $27,079
    Hours/week
    35

  • Arthur Goshin

    Chair

    Total calculated
    $0
    Hours/week
    0.5 + 4.5 related

  • Burton Esrig

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Abraham Brody

    Secretary

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Steven Topal

    Treasurer

    Total calculated
    $0
    Hours/week
    0.5 + 4.5 related

  • Eli Feldman

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 4.5 related

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

  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3:
THE SALARIES FOR THE EXECUTIVES ARE DETERMINED BY METROPOLITAN JEWISH HEALTH SYSTEM, INC., A RELATED ORGANIZATION. THE METHODS UTILIZED INCLUDE A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANTS, REVIEW OF THE FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEYS OR STUDIES AND APPROVAL BY THE COMPENSATION COMMITTEE OF THE BOARD.
PART I, LINE 7:
BONUS ELIGIBILITY IS BASED ON THE EXTENT THAT EACH EXECUTIVE AND EMPLOYEE HAS ACHIEVED HIS/HER GOAL AND IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD.

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

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.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • MJGC CORP

    C CORPORATION · HOLDING COMPANY · NY

    Directly controlled by MJHS

  • MJHS SOLUTIONS INC

    C CORPORATION · HOLDING COMPANY · NY

    Directly controlled by MJHS FOUNDATION

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202423239349300242

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.