What the amendment changed
Compared with the return it replaced , filed 6 November 2024. 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.
Both are the same on the two returns, so the amendment changed something else.
Totals
- Total revenue
- $707,398
- Total expenses
- $678,996
- Contributions and grants received
- $701,496
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $1,812
- Other revenue
- $4,090
- Total assets, end of year
- $757,926
- Total liabilities, end of year
- $325,612
- Net assets or fund balances, end of year
- $432,314
- Program services expenses (Part IX)
- $591,844
- Management and general expenses
- $65,317
- Fundraising expenses
- $21,835
- Program service expenses (Part III)
- $591,844
Program services were 87.2% 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
$26,730
-
1e · Government grants (contributions)
$536,753
-
1f · All other contributions, gifts and grants
$138,013
-
3 · Investment income
total $4,233 · related or exempt $4,233
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7b · Less cost or other basis and sales expenses
other assets $2,421
-
7c · Gain or loss
other assets -$2,421
-
7d · Net gain or loss
total -$2,421 · related or exempt -$2,421
-
8a · Fundraising events: gross income
$5,375
-
8b · Fundraising events: direct expenses
$1,285
-
8c · Net income from fundraising events
total $4,090
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
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 $69,388 · program services $62,449 · management and general $4,857 · fundraising $2,082
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $389,616 · program services $350,655 · management and general $27,273 · fundraising $11,688
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $47,079 · program services $42,371 · management and general $3,296 · fundraising $1,412
-
10 · Payroll taxes
total $34,942 · program services $31,448 · management and general $2,446 · fundraising $1,048
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $2,818 · program services $2,818
-
11c · Fees: accounting
total $5,500 · management and general $5,500
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $3,408 · program services $2,215 · management and general $1,159 · fundraising $34
-
12 · Advertising and promotion
total $12,141 · program services $9,227 · management and general $971 · fundraising $1,943
-
13 · Office expenses
total $10,161 · program services $9,145 · management and general $813 · fundraising $203
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $29,523 · program services $28,047 · management and general $886 · fundraising $590
-
17 · Travel
total $11,737 · program services $11,737
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $1,806 · management and general $1,806
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $3,411 · program services $3,036 · management and general $239 · fundraising $136
-
23 · Insurance
total $6,866 · program services $4,120 · management and general $2,609 · fundraising $137
-
24a · Other expenses: Telephone & Internet
total $11,662 · program services $10,379 · management and general $933 · fundraising $350
-
24b · Other expenses: Moving Expense
total $10,602 · management and general $10,602
-
24c · Other expenses: Program Supplies
total $10,574 · program services $9,094 · management and general $423 · fundraising $1,057
-
24d · Other expenses: Other Program Expense
total $6,281 · program services $6,281
-
24e · All other expenses
total $11,481 · program services $8,822 · management and general $1,504 · fundraising $1,155
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $80,002 · end of year $153,378
-
2 · Savings and temporary cash investments
beginning of year $116,568 · end of year $117,548
-
3 · Pledges and grants receivable
beginning of year $200,642 · end of year $189,801
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $815 · end of year $868
-
10a · Land, buildings and equipment: cost or other basis
$135,711
-
10b · Land, buildings and equipment: accumulated depreciation
$67,571
-
10c · Land, buildings and equipment, net
beginning of year $7,114 · end of year $68,140
-
11 · Investments: publicly traded securities
beginning of year $52,352 · end of year $63,382
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $164,809
-
17 · Accounts payable and accrued expenses
beginning of year $33,285 · end of year $60,000
-
19 · Deferred revenue
end of year $29,438
-
23 · Secured mortgages and notes payable
beginning of year $28,179 · end of year $16,429
-
25 · Other liabilities
end of year $219,745
-
27 · Net assets without donor restrictions
beginning of year $335,754 · end of year $371,940
-
28 · Net assets with donor restrictions
beginning of year $60,275 · end of year $60,374
Mission and programs · 2023
Mission
Action for Older Persons provides unbiased information, personalized guidance, and client-centered advocacy to improve the quality of life of older adults and their families.
-
Action for Older Persons programs primarily address the needs of older adults. Programs include:Health Insurance Information Assistance and Counseling Program (HIICAP) provides Medicare counseling, educational seminars, and advocacy with insurance providers.Long-term Care Ombudsman Program (LTCOP) provides assistance to individuals residing in nursing homes, assisted living, and adult homes by serving as advocates and providing educational resources.Independent Consumer Advocacy Network (ICAN) provides advocacy and support to Medicaid and Medicare dual-eligible individuals who require long-term care or behavioral health services.Enhanced and Augmented Multi-Disciplinary Teams (E-MDT & A-MDT) coordinates professionals across multiple disciplines to identify, investigate, and intervene in cases of elder abuse and other forms of abuse.Facilitated Enrollment for the Aged, Blind, and Disabled Program (FE-ABD) provides enrollment services for public health insurance options, including all Medicaid programs and the Medicare Savings Program.
Expenses $591,844
As filed on the 2023 return.
Listed in Part VII
-
Jessie Stone He
Executive Dir.
- Total calculated
- $69,388
- From this org
- $69,388
- From related orgs
- $0
- Other
- $0
- Hours/week
- 37.5
-
Curtis Mills
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lakshmi G Poranki
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lucia Esposito
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jacqueline McGinley
Director
- Total calculated
- $0
- Hours/week
- 1
-
Greg Catarella
Director
- Total calculated
- $0
- Hours/week
- 1
-
Maria Motsavage
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jean Westcott
Director
- Total calculated
- $0
- Hours/week
- 1
-
Amanda Giannone
Director
- Total calculated
- $0
- Hours/week
- 1
-
Kimberly Brady
Director
- Total calculated
- $0
- Hours/week
- 1
-
Nate Nosel
Director
- Total calculated
- $0
- Hours/week
- 1
-
Ann McNichols
President
- Total calculated
- $0
- Hours/week
- 1
-
Mark Johnson
Fmr. Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Megan McClure
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Colleen Hunt
Vice President
- Total calculated
- $0
- Hours/week
- 1
-
Ellen McNulty
Interim Treas
- 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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413179349303206
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.