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← GERONTOLOGICAL SOCIETY OF AMERICA

Form 990 for tax year 2023

Filed by GERONTOLOGICAL SOCIETY OF AMERICA.

Totals

Total revenue
$8,265,990
Total expenses
$8,373,079
Contributions and grants received
$1,983,034
Grants paid
$23,015
Program service revenue
$5,916,089
Investment income
$344,057
Other revenue
$22,810
Total assets, end of year
$13,743,562
Total liabilities, end of year
$2,726,097
Net assets or fund balances, end of year
$11,017,465
Program services expenses (Part IX)
$6,239,587
Management and general expenses
$2,133,492
Fundraising expenses
$0
Program service expenses (Part III)
$6,239,587

Program services were 74.5% 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)

    $151,642

  • 1f · All other contributions, gifts and grants

    $1,831,392

  • 2a · Program service revenue: ANNUAL MEETING

    total $2,212,038 · related or exempt $2,212,038

  • 2b · Program service revenue: PUBLICATIONS

    total $1,760,833 · related or exempt $1,760,833

  • 2c · Program service revenue: MEMBERSHIP DUES

    total $1,111,955 · related or exempt $1,111,955

  • 2d · Program service revenue: PROJECT MANAGEMENT INC

    total $759,017 · related or exempt $759,017

  • 2e · Program service revenue: ADVERTISING

    total $42,387 · related or exempt $6,405 · unrelated business $35,982

  • 2f · All other program service revenue

    total $29,859 · related or exempt $29,859

  • 3 · Investment income

    total $372,869 · excluded $372,869

  • 5 · Royalties

    total $22,810 · excluded $22,810

  • 7a · Gross sales of assets other than inventory

    securities $200,000

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

    securities $161,482 · other assets $67,330

  • 7c · Gain or loss

    securities $38,518 · other assets -$67,330

  • 7d · Net gain or loss

    total -$28,812 · excluded -$28,812

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $15,085 · program services $15,085

  • 2 · Grants to domestic individuals

    total $7,930 · program services $7,930

  • 5 · Compensation of officers, directors and key employees

    total $729,613 · program services $294,628 · management and general $434,985

  • 7 · Other salaries and wages

    total $2,365,697 · program services $1,802,344 · management and general $563,353

  • 8 · Pension plan contributions

    total $101,567 · program services $88,839 · management and general $12,728

  • 9 · Other employee benefits

    total $207,948 · program services $182,809 · management and general $25,139

  • 10 · Payroll taxes

    total $209,592 · program services $162,250 · management and general $47,342

  • 11b · Fees: legal

    total $49,865 · program services $8,230 · management and general $41,635

  • 11c · Fees: accounting

    total $42,600 · management and general $42,600

  • 11f · Fees: investment management

    total $70,462 · management and general $70,462

  • 11g · Fees: other

    total $1,660,172 · program services $1,570,531 · management and general $89,641

  • 12 · Advertising and promotion

    total $32,586 · program services $32,586

  • 13 · Office expenses

    total $163,150 · program services $111,994 · management and general $51,156

  • 14 · Information technology

    total $480,547 · program services $169,885 · management and general $310,662

  • 16 · Occupancy

    total $218,080 · management and general $218,080

  • 17 · Travel

    total $193,796 · program services $163,610 · management and general $30,186

  • 19 · Conferences, conventions and meetings

    total $927,201 · program services $918,017 · management and general $9,184

  • 22 · Depreciation, depletion and amortization

    total $8,855 · management and general $8,855

  • 23 · Insurance

    total $76,765 · program services $18,807 · management and general $57,958

  • 24a · Other expenses: STIPEND AND HONORARIA

    total $189,021 · program services $188,883 · management and general $138

  • 24b · Other expenses: FEES & REGISTRATIONS

    total $164,975 · program services $131,265 · management and general $33,710

  • 24c · Other expenses: PUB'L PRODUCTION

    total $131,616 · program services $126,571 · management and general $5,045

  • 24d · Other expenses: EQUIPMENT RENTAL & MAIN

    total $114,909 · program services $112,807 · management and general $2,102

  • 24e · All other expenses

    total $211,047 · program services $132,516 · management and general $78,531

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,577,567 · end of year $315,686

  • 2 · Savings and temporary cash investments

    beginning of year $373,854 · end of year $223,864

  • 3 · Pledges and grants receivable

    beginning of year $1,490,616 · end of year $934,598

  • 4 · Accounts receivable

    beginning of year $345,122 · end of year $352,400

  • 9 · Prepaid expenses and deferred charges

    beginning of year $120,993 · end of year $174,288

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

    $272,863

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

    $272,863

  • 10c · Land, buildings and equipment, net

    beginning of year $76,186 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $10,190,012 · end of year $11,484,084

  • 15 · Other assets

    beginning of year $26,786 · end of year $258,642

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,208,373 · end of year $594,546

  • 19 · Deferred revenue

    beginning of year $2,871,366 · end of year $1,843,679

  • 25 · Other liabilities

    beginning of year $0 · end of year $287,872

  • 27 · Net assets without donor restrictions

    beginning of year $7,997,478 · end of year $9,355,383

  • 28 · Net assets with donor restrictions

    beginning of year $2,123,919 · end of year $1,662,082

Mission and programs · 2023

Mission

GERONTOLOGICAL SOCIETY OF AMERICA (GSA), FOUNDED IN 1945, IS THE OLDEST AND LARGEST INTERDISCIPLINARY ORGANIZATION DEVOTED TO RESEARCH, EDUCATION, AND PRACTICE IN THE FIELD OF AGING. GSA'S MISSION IS TO CULTIVATE EXCELLENCE IN INTERDISCIPLINARY AGING RESEARCH AND EDUCATION TO ADVANCE INNOVATIONS IN PRACTICE AND POLICY.

Activities or mission (Part I)

SEE PART III, LINE 1.

  • GRANTS AND STRATEGIC INITIATIVES: GSA FULFILLED THE REQUIREMENTS ON A GRANT FOR THE REFRAMING AGING INITIATIVE; A GRANT TO SUPPORT THE ANNUAL SCIENTIFIC MEETING (ASM) BIOLOGICAL SCIENCES PROGRAMMING; AND A GRANT TO SUPPORT FOR THE JOURNALIST IN AGING FELLOWS PROGRAM.GSA HAS ESTABLISHED ITSELF AS A CONVENER OF MULTI-STAKEHOLDER COLLABORATIONS IN THE FIELD OF AGING; THESE INCLUDE THE NATIONAL ADULT VACCINATION PROGRAM, COMMUNICATING EFFECTIVELY WITH OLDER ADULTS: WHAT REALLY WORKS ONLINE TRAINING MODULE SERIES, AND SUCH INITIATIVES AS OTC MEDICATION BEHAVIORS OF OLDER ADULTS; OTC SLEEP AIDS AND SLEEP HEALTH IN OLDER ADULTS; OTC MEDICATION RECONCILIATION FOR OLDER ADULTS; COGNITIVE IMPAIRMENT DETECTION AND EARLIER DIAGNOSIS; PAIN MANAGEMENT; MALNUTRITION; ORAL HEALTH: AND HUMAN-ANIMAL INTERACTION AND HEALTHY AGING.IN LIGHT OF THE GROWING DEMANDS OF THE OLDER ADULT POPULATION, A GSA CORPORATE LEADERS FORUM WORKS STRATEGICALLY WITH THE SOCIETY TO ADDRESS THE MULTI-FACETED ISSUES IMPACTING AGING RESEARCH, EDUCATION, PRACTICE ENTERPRISE, AND BUSINESS MODELS. TACKLING THE ISSUES AND CHALLENGES BEING PLACED ON INDUSTRY, GOVERNMENT, THE HEALTHCARE SYSTEM, COMMUNITIES, FAMILIES, AND INDIVIDUALS, THE PANEL IDENTIFIES SOLUTIONS THAT ADDRESS THE EVER-GROWING NEED FOR INNOVATIVE TECHNOLOGY, PRODUCTS, SERVICES, AND SUPPORT.

    Expenses $2,473,653 · Grants $6,087 · Revenue $779,851

  • MEETINGS: THE SOCIETY HOSTS AN ANNUAL SCIENTIFIC MEETING EACH NOVEMBER. COLLABORATIONS IN THE FIELD OF AGING; THESE INCLUDE DISSEMINATING THE KAER MODEL FOR EARLIER DETECTION AND TREATMENT OF DEMENTIA, IMPLEMENTING THE KAER MODEL FOR OBESITY & OVERWEIGHT, HOSTING THE NATIONAL ADULT VACCINATION PROGRAM AND CONCENTRIC VALUE OF VACCINATIONS PROGRAM, COMMUNICATING EFFECTIVELY WITH OLDER ADULTS, AND ORAL CARE FOR OLDER ADULTS.

    Expenses $1,563,710 · Revenue $2,212,038

  • PUBLICATIONS: THE SOCIETY PUBLISHES SEVERAL PEER-REVIEWED JOURNALS: INNOVATION AND AGING, THE GERONTOLOGIST, THE JOURNALS OF GERONTOLOGY SERIES A: BIOLOGICAL AND MEDICAL SCIENCES, AND THE JOURNALS OF GERONTOLOGY, SERIES B: PSYCHOLOGICAL AND SOCIAL SCIENCES. THESE PUBLICATIONS PROVIDE RESEARCHERS IN THE FIELD OF GERONTOLOGY THE OPPORTUNITY TO SHARE THEIR FINDINGS. GSA'S PUBLIC POLICY INSTITUTE PUBLISHES THE PUBLIC POLICY & AGING REPORT. THIS PUBLICATION EXPLORES POLICY ISSUES GENERATED BY THE AGING OF AMERICAN SOCIETY.

    Expenses $1,212,108 · Grants $16,928 · Revenue $1,803,220

  • MEMBER ACTIVITIES: THE SOCIETY PROVIDES ITS 5,500 MEMBERS WITH THE OPPORTUNITY TO PRESENT THEIR RESEARCH FINDINGS, AND LEARN ABOUT THE RESEARCH FINDINGS OF OTHERS, AT ITS ANNUAL SCIENTIFIC MEETING. SESSIONS ON RESEARCH, EDUCATION AND PRACTICE RELATED TO ALL FACETS OF AGING AND THE AGING PROCESSES ARE FEATURED. THE SOCIETY ALSO PROVIDES MEMBERS WITH A MONTHLY NEWSLETTER, GERONTOLOGY NEWS, REGULAR E-MAIL UPDATES, GSA ANNOUNCEMENTS, BOTH OF WHICH COVER THE LATEST NEWS IN THE PROFESSION AND UPDATES MEMBERS ABOUT THE SOCIETY'S ACTIVITIES. GSA CONNECT FOSTERS INTERDISCIPLINARY COLLABORATION AND LEARNING. THE SOCIETY HAS A ROBUST AWARDS PROGRAM TO RECOGNIZE EXCELLENCE IN THE FIELDS OF GERONTOLOGY AND GERONTOLOGICAL RESEARCH. THE ACADEMY FOR GERONTOLOGY IN HIGHER EDUCATION (AGHE) PROVIDES LEADERSHIP AND SUPPORT OF GERONTOLOGY AND GERIATRICS EDUCATION FACULTY AND STUDENTS AT EDUCATIONAL INSTITUTIONS.

    Expenses $690,084 · Revenue $1,120,980

  • PUBLIC POLICY: GSA'S PUBLIC POLICY OUTREACH IS RESPONSIBLE FOR DEVELOPING AND MANAGING THE SOCIETY'S RELATIONSHIPS WITH 1) OTHER ORGANIZATIONS IN THE AGING ARENA, INCLUDING SERVING AS A LIAISON TO ASSIGNED PARTNER ORGANIZATIONS; 2) MAJOR PROGRAMS AND PROJECTS WITH PHILANTHROPIC AND GOVERNMENT FUNDING ORGANIZATIONS; AND 3) POLICY-RELATED ACTIVITIES AND THE NATIONAL ACADEMY ON AN AGING SOCIETY.

    Expenses $300,032

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

Listed in Part VII

  • Peter Lichtenberg

    CHAIR

    Total calculated
    $0
    Hours/week
    4

  • James Nelson

    PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Judith Howe

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Carmen Castaneda-Sceppa

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Ladora Thompson

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Marie Boltz

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Monique Brown

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Laura Haynes

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Patricia Heyn

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Karon Phillips

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Vasquez

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • David Zook

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • James Appleby

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $467,859
    From this org
    $415,512
    From related orgs
    $0
    Other
    $52,347
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $415,512
    Bonus
    $0
    Other
    $0
    Deferred
    $16,500
    Nontaxable benefits
    $35,847
    Filer's total
    $467,859

  • James Evans

    CHIEF FINANCIAL OFFICER

    Total calculated
    $261,754
    From this org
    $225,845
    From related orgs
    $0
    Other
    $35,909
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $225,845
    Bonus
    $0
    Other
    $0
    Deferred
    $11,730
    Nontaxable benefits
    $24,179
    Filer's total
    $261,754

  • Karen Tracy

    VP, STRATEGIC ALLIANCES & INTEGRATED COMMUNICATION

    Total calculated
    $213,518
    From this org
    $204,210
    From related orgs
    $0
    Other
    $9,308
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $163,198
    Bonus
    $41,012
    Other
    $0
    Deferred
    $8,118
    Nontaxable benefits
    $1,190
    Filer's total
    $213,518

  • Patricia D'Antonio

    VP, POLICY & PROFESSIONAL AFFAIRS

    Total calculated
    $189,971
    From this org
    $158,162
    From related orgs
    $0
    Other
    $31,809
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $158,162
    Bonus
    $0
    Other
    $0
    Deferred
    $8,476
    Nontaxable benefits
    $23,333
    Filer's total
    $189,971

  • Judie Lieu

    VP, PUBLISHING & PROFESSIONAL RESOURCES

    Total calculated
    $170,953
    From this org
    $152,717
    From related orgs
    $0
    Other
    $18,236
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $152,717
    Bonus
    $0
    Other
    $0
    Deferred
    $7,828
    Nontaxable benefits
    $10,408
    Filer's total
    $170,953

  • Eugenia Bachaleda

    DIRECTOR, DIGITAL PROGRAMS & EVENTS

    Total calculated
    $162,511
    From this org
    $139,161
    From related orgs
    $0
    Other
    $23,350
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $139,161
    Bonus
    $0
    Other
    $0
    Deferred
    $7,123
    Nontaxable benefits
    $16,227
    Filer's total
    $162,511

  • Jennifer Pettis

    DIRECTOR, STRATEGIC ALLIANCES

    Total calculated
    $148,442
    From this org
    $140,337
    From related orgs
    $0
    Other
    $8,105
    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 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 5a · Pay contingent on this organization's revenues

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 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 5
KAREN TRACY RECEIVED A COMMISSION ON THE STRATEGIC ALLIANCE REVENUE OBTAINED. PER THE EMPLOYMENT CONTRACT, COMMISSION PAYMENTS ARE DETERMINED UPON MEETING CERTAIN BENCHMARKS.

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

  • LIZ SEEGER INK LLC

    $13,035

    JOURNALISTS IN AGING FELLOWS PROGRAM SUPPORT

Provenance

Return type
form_990
Tax year
2023
Filed
30 September 2024
IRS schema version
2023v5.1
Source object
202412749349301111

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