Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 10-01-2013 , 2013, and ending 09-30-2014
BCheck if applicable:
CName of organization
AGEOPTIONS INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1048 LAKE STREET NO 300
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OAK PARK, IL60301
D Employer identification number

36-2806193
E Telephone number

G Gross receipts $ 17,868,079
F Name and address of principal officer:
JONATHAN LAVIN
1048 LAKE STREET NO 300
OAK PARK,IL60301
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.AGEOPTIONS.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1974
M State of legal domicile: IL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: PROVIDES COMPREHENSIVE SERVICES, LEADERSHIP AND ADVOCACY TO OLDER ADULTS AND THEIR CAREGIVERS.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 19
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 19
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 140
6 Total number of volunteers (estimate if necessary) ............. 6 91
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 16,156,309 17,547,686
9 Program service revenue (Part VIII, line 2g) ......... 0 28,715
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 10,150 22,300
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 53,665 125,064
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 16,220,124 17,723,765
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 12,663,696 14,281,299
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 2,294,064 2,481,142
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet51,095    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,081,597 870,249
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 16,039,357 17,632,690
19 Revenue less expenses. Subtract line 18 from line 12....... 180,767 91,075
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 7,206,925 4,196,823
21 Total liabilities (Part X, line 26)............. 5,776,891 2,670,715
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,430,034 1,526,108
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: AGEOPTIONS IS COMMITTED TO IMPROVING THE QUALITY OF LIFE AND MAINTAINS THE DIGNITY OF OLDER PERSONS AND THOSE WHO CARE ABOUT THEM THROUGH LEADERSHIP AND SUPPORT, COMMUNITY PARTNERSHIPS, COMPREHENSIVE SERVICES, ACCURATE INFORMATION AND POWERFUL ADVOCACY.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 8,042,827 including grants of $ 7,275,142 ) (Revenue $   )
AGEOPTIONS IS COMMITTED TO IMPROVING THE QUALITY OF LIFE AND MAINTAINING THE DIGNITY OF OLDER PERSONS AND THOSE WHO CARE ABOUT THEM. AGEOPTIONS IS A NOT-FOR-PROFIT CORPORATION DESIGNATED BY THE ILLINOIS DEPARTMENT ON AGING AS THE AREA AGENCY ON AGING FOR SUBURBAN COOK COUNTY. AS A CATALYST FOR CONNECTING OLDER PERSONS AND CAREGIVERS TO RESOURCES AND SERVICE OPTIONS, WE ARE NATIONALLY RECOGNIZED FOR OUR INNOVATIVE PROGRAMMING, NETWORKING WITH COMMUNITY BASED SENIOR SERVICE AGENCIES, AND ADVOCACY EFFORTS ON BEHALF OF OLDER PERSONS. OVER THE PAST 40 YEARS, AGEOPTIONS HAS ESTABLISHED A REPUTATION FOR MEETING THE NEEDS, WANTS AND EXPECTATIONS OF THE SENIOR POPULATION IN SUBURBAN COOK COUNTY. OUR PURPOSE IS TO CONNECT ADULTS, AGED 60 AND OVER, WITH RESOURCES AND OPTIONS FOR CARE SO THAT THEY CAN HAVE A FULL RANGE OF CHOICES AND LIVE THEIR LIVES TO THE FULLEST. OUR ROLE IS TO PLAN, FUND, COORDINATE AND ADVOCATE FOR THIS SPECIAL GROUP AND THEIR FAMILY CAREGIVERS. WE PRIDE OURSELVES IN ADVOCATING FOR SENIORS IN THE AREAS SUCH AS ELDER JUSTICE, CAREGIVING, NUTRITION, MEDICARE, EMPLOYMENT AND ACCESS TO BENEFITS. OUR PRIMARY SERVICE AREA, SUBURBAN COOK COUNTY, INCLUDES 130 COMMUNITIES WITHIN 30 TOWNSHIPS SURROUNDING CHICAGO - HOME TO MORE THAN 2.5 MILLION RESIDENTS AND 523,062 OLDER ADULTS. THE OLDER AMERICANS ACT TITLE III SOCIAL, NUTRITION, CAREGIVER, AND HEALTH PROMOTION/DISEASE PREVENTION SERVICES ARE CORE SERVICES PROVIDED IN ALL 30 TOWNSHIPS OF SUBURBAN COOK COUNTY. IN FY 2014, 145,030 OLDER ADULTS AND CAREGIVERS WERE SERVED THROUGH THE WIDE RANGE OF TITLE III AND OTHER RELATED PROGRAMS INCLUDING HOME DELIVERED AND CONGREGATE DINING, NURSING HOME OMBUDSMAN, LEGAL SERVICE, AND THE OTHER SOCIAL SERVICES
4b (Code:   ) (Expenses $ 1,715,977 including grants of $ 1,715,977 ) (Revenue $   )
AGEOPTIONS CONTRACTS WITH TEN (10) ELDER ABUSE PROVIDER AGENCIES IN SUBURBAN COOK COUNTY THAT INVESTIGATE AND INTERVENE IN CASES OF POSSIBLE ELDER ABUSE. IN ILLINOIS THE ELDER ABUSE AND NEGLECT PROGRAM IS BASED ON AN ADVOCACY MODEL AND IS A VICTIM GUIDED PROCESS THAT RESPECTS A VICTIMS RIGHT TO SELF-DETERMINATION. AGEOPTIONS MONITORS THE LOCAL AGENCIES ANNUALLY TO ENSURE COMPLIANCE WITH THE ILLINOIS DEPARTMENT ON AGING POLICIES AND PROCEDURES. AGEOPTIONS PROVIDES TECHNICAL ASSISTANCE TO ELDER ABUSE SUPERVISORS AND CASE WORKERS, AND CONDUCTS REGULAR OUTREACH TO PROFESSIONALS AND THE PUBLIC ON ISSUES RELATED TO ELDER ABUSE, NEGLECT AND EXPLOITATION. IN STATE FISCAL YEAR 2014, THERE WERE 2,286 CASES IN SUBURBAN COOK COUNTY ALONE. IT IS ESTIMATED THAT FOR EVERY REPORT OF ELDER ABUSE THERE ARE TEN MORE THAT GO UNREPORTED. FINANCIAL EXPLOITATION IS THE MOST REPORTED FORM OF ABUSE AND ACCOUNTS FOR NEARLY 45% OF ALL CASES.
4c (Code:   ) (Expenses $ 807,585 including grants of $ 806,796 ) (Revenue $   )
AGEOPTIONS WAS AWARDED A CONTRACT WITH THE CENTERS FOR MEDICARE AND MEDICAID SERVICES (CMS) THROUGH THE COMMUNITY-BASED CARE TRANSITIONS PROGRAM (CCTP) TO WORK WITH COMMUNITY PARTNERS TO PROVIDE HOSPITAL CARE TRANSITIONS SERVICES TO MEDICARE FEE FOR SERVICE BENEFICIARIES WHO WERE BEING DISCHARGED FROM SIX (6) AREA HOSPITALS. AGEOPTIONS SUBCONTRACTED THE MAIN ACTIVITIES FOR THIS PROGRAM TO SIX AGENCIES WHO UTILIZED THE EVIDENCE-BASED CARE TRANSITIONS PROGRAM, BRIDGE. AGEOPTIONS WAS THE PRIMARY CONTACT WITH CMS FOR THE PROGRAM, PROVIDED TECHNICAL ASSISTANCE, MONITORED ACITIVITIES AND PERFORMANCE AND COLLECTED, SUBMITTED ALL DATA TO CMS AND PROCESSED PAYMENTS. IN 2014, 2,246 PEOPLE WERE SERVED. DATA ANALYSIS SHOWED THAT THIS PROGRAM PREVENTED UNNECESSARY HOSPITAL READMISSION AND REDUCED CMS SPENDING.
(Code:   ) (Expenses $ 4,856,440 including grants of $ 4,483,384 ) (Revenue $ 28,715 )
STATE/GRF - GENERAL REVENUE FUNDS FOR THE PURPOSE OF ABUSE INTERVENTION, TRANSPORTATION, OUT-REACH AND HOME DELIVERED MEALS.
4d Other program services (Describe in Schedule O.)
(Expenses $ 4,856,440 including grants of $ 4,483,384 ) (Revenue $ 28,715 )
4e Total program service expensesMediumBullet15,422,829
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part IIIClick to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........ Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I................... Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II.................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV .......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV..................... Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
8
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
140
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
19
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
19
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
IL
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletDIANE SLEZAK1048 LAKE ST SUITE 300OAK PARKIL603011055 (708) 383-0258
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) O'CONNOR JOHN........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(2) BOUSKY TRACY........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(3) COONDA MARY E........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(4) GAGLIARDO JOSEPH........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(5) GORDON MURRAY........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(6) HOWE-HRACH KATHLEEN........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(7) KARUTZ FREDERICK........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(8) MOORE DONNA........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(9) PEACHEY KIRSTEN........................................................................
VICE CHAIRPERSON
 2.00
.......................   		X           0 0 0
(10) PERRY ANTHONY........................................................................
CHAIRPERSON
 4.00
.......................   		X           0 0 0
(11) ROZYCKI CARLA........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(12) SIEGEL LINDA........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(13) WELLS ELIZABETH........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(14) WINICK BRAD........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(15) CHENG SUSAN........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(16) KRUSE GENEVIEVE........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(17) MATSON BRUCE........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) LENNON ROSLYN........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(19) DAVIS THEODORE........................................................................
DIRECTOR
 2.00
.......................   		X           0 0 0
(20) LAVIN JONATHAN........................................................................
PRESIDENT & CHIEF EXEC.
 35.00
.......................   		    X       164,862 0 0
(21) SLEZAK DIANE........................................................................
VICE PRES. & CHIEF OPER.
 35.00
.......................   		    X       142,391 0 0
(22) BAUER KIMBERLY........................................................................
DIR. OF PLANNING & GRANTS
 35.00
.......................   		    X       122,515 0 0
















1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 429,768 0 0
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet3
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
QUATRRO FPO SOLUTIONS8401 102ND STREET SUITE 500PLEASANT PRAIRIEWI53158 FINANCIAL SERVICES 330,000
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet1
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 11,470
d Related organizations...1d  
e Government grants (contributions)1e 16,881,667
f All other contributions, gifts, grants, and
similar amounts not included above1f 		654,549
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 17,547,686
Program Service RevenueAmt Business Code
2a TRAINING 611600 28,715 28,715    
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 28,715
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 12,948     12,948
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 140,002  
b Less: cost or other basis and sales expenses 130,386 264
c Gain or (loss) 9,616 -264
d Net gain or (loss)..........MediumBullet 9,352     9,352
8a Gross income from fundraising events (not including
$ 11,470
of contributions reported on line 1c). See Part IV, line 18 ..
a 0
b Less: direct expenses ...b 13,664
c Net income or (loss) from fundraising events..MediumBullet -13,664   -13,664
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a OTHER INCOME 900099 138,728     138,728
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 138,728
12 Total revenue. See Instructions......MediumBullet 17,723,765 28,715 0 147,364
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 14,279,874 14,279,874
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 1,425 1,425
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 410,277 410,277    
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 1,513,973 380,019 1,133,954  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....        
9 Other employee benefits ....... 418,453 123,463 294,990  
10 Payroll taxes ........... 138,439 51,131 87,308  
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ........... 29,274 101 29,173  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 380,696 89,986 290,710  
12 Advertising and promotion .... 6,172   6,172  
13 Office expenses ....... 14,813 6,369 8,444  
14 Information technology ...... 52,568   52,568  
15 Royalties ..        
16 Occupancy ........... 215,401 22,077 193,324  
17 Travel ............        
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 27,122 1,410 25,712  
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 18,500   18,500  
23 Insurance .............. 16,421 51 16,295 75
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a SUPPLIES 45,177 3,573 41,604  
b EQUIPMENT 29,722   29,722  
c DUES 16,853   16,853  
d PROJECT COSTS 10,204 10,204    
e All other expenses 7,326 42,869 -86,563 51,020
25 Total functional expenses. Add lines 1 through 24e 17,632,690 15,422,829 2,158,766 51,095
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 400 1 472
2 Savings and temporary cash investments ......... 4,418,541 2 931,831
3 Pledges and grants receivable, net ........... 1,894,499 3 2,602,339
4 Accounts receivable, net ............. 314,475 4 7,895
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 77,381 9 126,485
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 452,419
b Less: accumulated depreciation ..... 10b 410,656 43,110 10c 41,763
11 Investments—publicly traded securities ..........   11  
12 Investments—other securities. See Part IV, line 11 ..... 458,519 12 486,038
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 7,206,925 16 4,196,823
Liabilities 17 Accounts payable and accrued expenses ......... 1,442,287 17 2,217,333
18 Grants payable .................   18  
19 Deferred revenue ................ 335,491 19 374,880
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 3,999,113 25 78,502
26 Total liabilities. Add lines 17 through 25......... 5,776,891 26 2,670,715
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 1,283,046 27 1,302,133
28 Temporarily restricted net assets ........... 146,988 28 223,975
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 1,430,034 33 1,526,108
34 Total liabilities and net assets/fund balances ........ 7,206,925 34 4,196,823
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
17,723,765
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
17,632,690
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
91,075
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
1,430,034
5
Net unrealized gains (losses) on investments ...............
5
4,999
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
1,526,108
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
AGEOPTIONS INC
 
Employer identification number

36-2806193
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 15,697,262 15,623,668 15,553,496 16,156,309 17,547,686 80,578,421
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 15,697,262 15,623,668 15,553,496 16,156,309 17,547,686 80,578,421
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4. 80,578,421
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4.. 15,697,262 15,623,668 15,553,496 16,156,309 17,547,686 80,578,421
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 7,261 9,499 7,432 10,823 12,948 47,963
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 42,422 42,661 51,806 50,198   187,087
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.).. 12,210 21,318 12,896 3,467 138,728 188,619
11 Total support (Add lines 7 through 10). 81,002,090
12
12
28,715
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
99.480 %
15
15
99.610 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
AGEOPTIONS INC
 
Employer identification number

36-2806193
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
AGEOPTIONS INC
  		Employer identification number

36-2806193
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
AGEOPTIONS INC
  		Employer identification number

36-2806193
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
AGEOPTIONS INC
  		Employer identification number

36-2806193
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet See separate instructions.SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
AGEOPTIONS INC
 
Employer identification number

36-2806193
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2013

Schedule C (Form 990 or 990-EZ) 2013
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2013


Schedule C (Form 990 or 990-EZ) 2013
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
Yes
 
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
 
No
 
j
Total. Add lines 1c through 1i ...............................
0
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART II-B, LINE 1: LOBBYING ACTIVITIES INCLUDE MEETING WITH LEGISLATORS CONCERNING ISSUES THAT AFFECT FUNDING AND ADVOCACY FOR OLDER AMERICANS AT THE STATE AND FEDERAL LEVELS.
Schedule C (Form 990 or 990EZ) 2013

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
AGEOPTIONS INC
 
Employer identification number

36-2806193
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............        
d Equipment ................   452,419 410,656 41,763
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 41,763
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) MUTUAL FUNDS 		486,038 F








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 486,038
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
OTHER LIABILITIES -12,861
ACCRUED VACATION 91,363







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 78,502
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 17,812,359
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 4,999
b Donated services and use of facilities ......... 2b 69,931
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 13,664
e Add lines 2a through 2d ..................... 2e 88,594
3 Subtract line 2e from line 1..................... 3 17,723,765
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c 0
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 17,723,765
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 17,716,285
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 69,931
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 13,664
e Add lines 2a through 2d...................... 2e 83,595
3 Subtract line 2e from line 1..................... 3 17,632,690
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 17,632,690
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: THE AGENCY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND IS CLASSIFIED AS "NOT A PRIVATE FOUNDATION" PURSUANT TO A LETTER FROM THE INTERNAL REVENUE SERVICE DATED SEPTEMBER 30, 1976. THE AGENCY FOLLOWS THE AUTHORITATIVE GUIDANCE ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. THIS GUIDANCE ALSO ADDRESSES DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE AGENCY CONDUCTS BUSINESS SOLELY IN THE U.S. AND, AS A RESULT, FILES INFORMATIONAL TAX RETURNS FOR U.S. AND ILLINOIS. IN THE NORMAL COURSE OF BUSINESS, THE AGENCY IS SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. THE AGENCY'S TAX RETURNS FOR YEARS SUBSEQUENT TO FISCAL YEAR 2010 ARE OPEN, BY STATUTE, FOR REVIEW BY AUTHORITIES. HOWEVER, AT PRESENT, THERE ARE NO ONGOING INCOME TAX AUDITS OR UNRESOLVED DISPUTES WITH THE VARIOUS TAX AUTHORITIES THAT THE AGENCY CURRENTLY FILES OR HAS FILED WITH.
PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES RELATED TO SPECIAL EVENT 13,664.
PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES RELATED TO SPECIAL EVENT 13,664.
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
AGEOPTIONS INC
 
Employer identification number
36-2806193
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) A CARING PLACE
1048 S ARLINGTON HEIGHTS
ELK GROVE VILLAGE,IL60007 		36-3032291 N/A 940       RESPITE ASSISTANCE FOR CAREGIVERS
(2) AAA FOR LINCOLNLAND
3100 MONTVALE DRIVE
SPRINGFIELD,IL62704 		37-0981610 501C3 6,000       MEDICARE FRAUD PATROL
(3) AAA OF SOUTHWESTERN ILLINOIS
2365 COUNTRY ROAD
BELLEVILLE,IL62221 		37-0986597 501C3 32,000       MEDICARE FRAUD PATROL & SENIOR OPTIONS COUNSELING
(4) ACCU-SCREEN
410 S WARE BLVD STE 607
TAMPA,FL33619 		N/A 625       PROGRAM BACKGROUND CHECK VENDOR
(5) ADDOLORATA VILLA
555 MCHENRY ROAD
WHEELING,IL60090 		36-4114117 N/A 1,400       RESPITE ASSISTANCE FOR CAREGIVERS
(6) ADDUS HOMECARE - CHICAGO
1156 MOMENTUM PLACE
CHICAGO,IL60689 		20-5340172 N/A 47,871       RESPITE ASSISTANCE FOR CAREGIVERS
(7) ADDUS HEALTHCARE - HOMEWOOD
1125 175TH ST
HOMEWOOD,IL60430 		20-5340172   6,494       RESPITE ASSISTANCE FOR CAREGIVERS
(8) ADDUS HEALTHCARE - PALATINE
2401 S PLUM GROVE RD
PALATINE,IL60067 		20-5340172 N/A 616       RESPITE ASSISTANCE FOR CAREGIVERS
(9) ADDUS HEALTHCARE - WESTCHESTER
10330 W ROOSEVELT RD STE 206
WESTCHESTER,IL60154 		20-5340172   19,848       RESPITE ASSISTANCE FOR CAREGIVERS
(10) ADVOCATE OLDER ADULT SERVICES
9375 CHURCH STREET
DES PLAINES,IL60016 		36-2167779 N/A 1,050       RESPITE ASSISTANCE FOR CAREGIVERS
(11) AGING CARE CONNECTIONS
111 WEST HARRIS AVE
LA GRANGE,IL60526 		36-2721289 501C3 786,237       SOCIAL, NUTRITION, HEALTH ASSISTANCE AND PROMOTION, ELDER ABUSE INTERVENTION, CAREGIVER SERVICES FOR THE ELDERLY, ACCESS TO PUBLIC SUPPORT PROGRAMS FOR ELDERLY AND PEOPLE WITH DISABILITIES, AND ASSISTANCE FOR FILLING OUT PHARMACEUTICAL ASSISTANCE PROGRAMS
(12) ALDEN ORLAND PARK PRAIRIE VILLAGE
16450 SOUTH 97TH AVE
ORLAND PARK,IL60467 		36-3901683   7,205       RESPITE ASSISTANCE FOR CAREGIVERS
(13) ALIVIO MEDICAL CENTER
966 WEST 21TH STREET
CHICAGO,IL60608 		36-3661051 501C3 3,837       ORO LATINO SOCIAL SERVICES
(14) ALL TRUST HOME CARE
1900 E GOLF RD
SCHAUMBURG,IL60173 		20-3420331   5,403       RESPITE ASSISTANCE FOR CAREGIVERS
(15) ARAB AMERICAN FAMILY SERVICES
9044 S OCTAVIA
BURBANK,IL60455 		60-0002593 501C3 49,310       NUTRITION AND SOCIAL SERVICES FOR MINORITY ELDERLY AND HELP SENIORS ENROLL IN BENEFITS ASSISTANCE PROGRAMS
(16) ARDEN COURTS - HAZELCREST
3701 WEST 183RD STREET
HAZEL CREST,IL60429 		34-1903270   15,355       RESPITE ASSISTANCE FOR CAREGIVERS
(17) ARDEN COURTS - SOUTH HOLLAND
2045 EAST 170TH STREET
SOUTH HOLLAND,IL60473 		34-1903270   9,065       RESPITE ASSISTANCE FOR CAREGIVERS
(18) ARLINGTON LIVING & REHAB CENTER
1666 CHECKER ROAD
LONG GROVE,IL60047 		36-3872423   4,645       RESPITE ASSISTANCE FOR CAREGIVERS
(19) ASI WORKS
7101 WISCONSIN AVE SUITE 1400
BETHESDA,MD20814 		52-2052647 N/A 305,846       VETERANS INDEPENDENCE PROGRAM
(20) BEST CARE SERVICES
600 22ND STREET STE 301
OAK BROOK,IL60523 		N/A 570       RESPITE ASSISTANCE FOR CAREGIVERS
(21) BLOOM TOWNSHIP SENIOR CITIZENS SERVICE
425 S HALSTED STREET
CHICAGO HEIGHTS,IL60411 		36-6009584 501C1 50,448       SOCIAL SERVICES FOR THE ELDERLY; MEDICARE EDUCATION, OUTREACH, AND POLICY DEVELOPMENT; AND ASSISTANCE FOR ACCESSING PHARMACEUTICAL BENEFITS PROGRAMS
(22) BOARD OF REGENTS OF UNIVERSITY OF WISCONSIN
UW-MADISON GAR ACCT OFFICE FOR
RESEARCH SPONSORED PROGRAMS DRAWER
MILWAUKEE,WI53278 		39-1946077 501C3 20,000       CARING TOGETHER LIVING BETTER - COMMUNITY SUPPORT PROGRAMS FOR THE ELDERLY
(23) BREMEN TOWNSHIP
16361 S KEDZIE PKWY
MARKHAM,IL60428 		39-1946077 501C1 32,830       NUTRITION SERVICES FOR ELDERLY
(24) CANDACE ZANON
1411 BURR OAK STREET
HINSDALE,IL60521 		  175       TAKE CHARGE OF YOUR HEALTH
(25) CALUMET TOWNSHIP
12633 S ASHLAND
CALUMET PARK,IL60827 		36-6006229 501C1 100,283       NUTRITION SERVICES FOR ELDERLY
(26) CANTATA BRITISH STAYING AT HOME
8700 WEST 31ST STREET
BROOKFIELD,IL60513 		36-2169132 501C3 21,391       RESPITE ASSISTANCE FOR CAREGIVERS
(27) CATHOLIC CHARITIES-ARL HGHTS
1801 W CENTRAL RD
ARLINGTON HEIGHTS,IL60005 		36-2170821 501C3 28,852       NUTRITION SERVICES FOR ELDERLY
(28) CATHOLIC CHARITIES-BREMEN
15300 SOUTH LEXINGTON
HARVEY,IL60426 		36-2170821 501C3 316,764       NUTRITION SERVICES FOR ELDERLY
(29) CATHOLIC CHARITIES-CALUMET

 
  		36-2170821 501C3 525,555       NUTRITION SERVICES FOR ELDERLY
(30) CATHOLIC CHARITIES-HANOVER

 
  		36-2170821 501C3 53,109       NUTRITION SERVICES FOR ELDERLY
(31) CATHOLIC CHARITIES - NORTH
671 S LEWIS AVENUE
WAUKEGAN,IL60085 		36-2170821 501C3 45,045       NUTRITION SERVICES FOR ELDERLY
(32) CATHOLIC CHARITIES-NW
1801 W CENTRAL RD
ARLINGTON HEIGHTS,IL60005 		36-2170821 501C3 578,477       SOCIAL, NUTRITION, HEALTH PROMOTION, AND CAREGIVER SERVICES FOR THE ELDERLY; AND ASSISTANCE FOR ACCESSING PHARMACEUTICAL BENEFITS PROGRAMS, AND ACTIVITIES RELATED TO HEALTHCARE FRAUD PREVENTION AND CENSUS OUTREACH
(33) CATHOLIC CHARITIES-RICH TOWNSHIP

 
  		36-2170821 501C3 112,435       NUTRITION SERVICES FOR ELDERLY
(34) CATHOLIC CHARITIES - SOUTH SUBURBAN SENIOR SERVICES
15300 SOUTH LEXINGTON
HARVEY,IL60426 		36-2170821 501C3 1,079,352       SOCIAL, NUTRITION, HEALTH PROMOTION, AND CAREGIVER SERVICES FOR THE ELDERLY, AND ASSISTANCE FOR ACCESSING PHARMACEUTICAL BENEFITS PROGRAMS
(35) CEDA OF COOK COUNTY
208 S LASALLE 19TH FLR
CHICAGO,IL60604 		36-2597741   27,141       NUTRITION SERVICES FOR ELDERLY
(36) CENTRAL IL AAA
700 HAMILTON BOULEVARD
PEORIA,IL61603 		37-0983168 501C3 6,000       MEDICARE FRAUD PATROL
(37) CHICAGO DEPT OF FAMILY & SUPPORT
333 STATE STREET ROOM 2111
CHICAGO,IL60604 		  40,000       MEDICARE FRAUD PATROL
(38) CICERO AREA PROJECT
5243B W 25TH STREET
CICERO,IL60804 		27-1378569 501C3 5,675       CARING TOGETHER LIVING BETTER - COMMUNITY SUPPORT PROGRAMS FOR THE ELDERLY
(39) COALITION OF LIMITED ENGLISH SPEAKING ELDERLY
53 W JACKSON BLVD SUITE 1301
CHICAGO,IL60604 		36-3643461 501C3 22,075       ACTIVITIES RELATED TO HEALTHCARE FRAUD PREVENTION
(40) COMMUNITY NUTRITION NETWORK
208 SOUTH LASALLE ST SUITE 1900
CHICAGO,IL606041001 		36-4394010 501C3 2,078,306       NUTRITION SERVICES FOR ELDERLY
(41) COMFORT KEEPERS - WOOD DALE
185 HANSON COURT SUITE 120
WOOD DALE,IL60191 		N/A 2,668       RESPITE ASSISTANCE FOR CAREGIVERS
(42) COUNCIL FOR JEWISH ELDERLY
3003 W TOUHY AVENUE
CHICAGO,IL60645 		36-2727597 501C3 454,627       SOCIAL AND NUTRTION SERVICES FOR THE ELDERLY, AND HELP SENIORS ENROLL IN BENEFITS ASSISTANCE PROGRAMS
(43) COVENANT UNITED CHURCH OF CHRIST
ATTN REV RHONDA J BARNES 1130 EAST
154TH STREET
SOUTH HOLLAND,IL60473 		CHURCH 500       CARING TOGETHER LIVING BETTER - COMMUNITY SUPPORT PROGRAMS FOR THE ELDERLY
(44) CRESTWOOD CARE CENTER
14255 SOUTH CICERO
CRESTWOOD,IL60445 		  13,608       RESPITE ASSISTANCE FOR CAREGIVERS
(45) EAST CENTRAL IL AAA
1003 MAPLE HILL ROAD
BLOOMINGTON,IL61704 		37-0982325 501C3 4,000       ACTIVITIES RELATED TO HEALTHCARE FRAUD PREVENTION AND CENSUS OUTREACH
(46) EGRES 5 DBA SMILE & LOVE
75 GAYLORD STREET
ELK GROVE VILLAGE,IL60007 		27-2132518   6,811       RESPITE ASSISTANCE FOR CAREGIVERS
(47) EGYPTIAN AREA AGENCY ON AGING
200 E PLAZA DR
CARTERVILLE,IL62918 		37-1053330 501C3 6,000       MEDICARE FRAUD PATROL
(48) ELMWOOD CARE CENTER
7733 W GRAND AVE
ELMWOOD PARK,IL60635 		  600       RESPITE ASSISTANCE FOR CAREGIVERS
(49) EUROPEAN SERVICES AT HOME
49 WEST SLADE STREET
PALATINE,IL60067 		36-4466621   15,387       RESPITE ASSISTANCE FOR CAREGIVERS
(50) EVANSTON CITY OF
ATTN NANCY FLOWERS 2100 RIDGE
AVENUE
EVANSTON,IL60201 		36-6005870 EVANSTON 90,623       SOCIAL, NUTRITION, LONG TERM CARE SERVICES FOR ELDERLY AND PEOPLE WITH DISABILITIES, AND ASSISTANCE FOR FILLING OUT PHARMACEUTICAL ASSISTANCE PROGRAMS
(51) FAITH CATHEDRAL CHURCH
3100 S CHARLES ROAD
BELLWOOD,IL60104 		02-0584052 CHURCH 2,636       CARING TOGETHER LIVING BETTER - COMMUNITY SUPPORT PROGRAMS FOR THE ELDERLY
(52) FORD HEIGHTS COMMUNITY SERVICE
943 E LINCOLN HIGHWAY
FORD HEIGHTS,IL60411 		36-2658308 501C3 61,033       NUTRITION SERVICES FOR ELDERLY
(53) FRISBIE SENIOR CENTER
515 E THACKER ST
DES PLAINES,IL60016 		36-2884456 501C3 34,441       NUTRITION SERVICES FOR ELDERLY, AND HELP SENIORS ENROLL IN BENEFITS ASSISTANCE PROGRAMS
(54) GLENVIEW TERRACE NURSING CENTER
1511 GREENWOOD ROAD
GLENVIEW,IL60025 		N/A 1,200       RESPITE ASSISTANCE FOR CAREGIVERS
(55) GREATER CHICAGO FOOD DEPOSITORY
4100 WEST ANN LURIE PL
CHICAGO,IL60632 		36-2971864 501C3 34,128       NUTRITION SERVICES FOR ELDERLY
(56) HANOVER TOWNSHIP
240 SOUTH ILLINOIS ROUTE 59
BARTLETT,IL60103 		36-2750477 501C3 87,675       SOCIAL SERVICES FOR ELDERLY
(57) HANUL FAMILY ALLIANCE
1166 S ELMHURST ROAD
MOUNT PROSPECT,IL60056 		36-3519498 501C3 134,131       SOCIAL SERVICES FOR MINORITY ELDERLY
(58) HARMONY INFORMATION SYSTEMS
PO BOX 205319
DALLAS,TX75320 		54-1914165 N/A 720       SENIOR SOCIAL SERVICES TRACKING SOFTWARE PROVIDER
(59) HCR MANOR CARE
512 EAST OGDEN AVE
WESTMONT,IL60559 		N/A 1,000       RESPITE ASSISTANCE FOR CAREGIVERS
(60) HEALTH & DISABILITY ADVOCATES
205 W MONROE SUITE 200
CHICAGO,IL60606 		36-4042562 501C3 50,000       MAKE MEDICARE WORK
(61) HEALTH & MEDICINE POLICY RESEARCH
29 E MADISON SUITE 602
CHICAGO,IL606024404 		36-3143826 501C3 17,811       MAKE MEDICARE WORK
(62) HEART TO HEARTS SENIOR DAY CENTER
15851 PARKHILL DRIVE
ORLAND PARK,IL60462 		N/A 1,300       RESPITE ASSISTANCE FOR CAREGIVERS
(63) HELP AT HOME INC
1 N STATE STREET STE 1500
CHICAGO,IL60606 		36-2820808 N/A 10,665       RESPITE ASSISTANCE FOR CAREGIVERS
(64) HOME & HEARTH CAREGIVERS
122-B CALENDER AVENUE
LA GRANGE,IL60525 		36-4432410 N/A 7,435       RESPITE ASSISTANCE FOR CAREGIVERS
(65) HOME HELPERS
123 E OGDEN AVENUE SUITE 102A
HINSDALE,IL60521 		N/A 1,439       RESPITE ASSISTANCE FOR CAREGIVERS
(66) HOME INSTEAD ELK GROVE
450 E HIGGINS ROAD SUITE 202
ELK GROVE VILLAGE,IL60007 		N/A 2,548       RESPITE ASSISTANCE FOR CAREGIVERS
(67) HOME INSTEAD SENIOR CARE LA GRANGE
475 WEST 55TH STREET STE 105
LA GRANGE,IL60525 		65-0971608 N/A 9,264       RESPITE ASSISTANCE FOR CAREGIVERS
(68) HOME INSTEAD OAK PARK
6901 WEST NORTH AVENUE SUITE 1F
OAK PARK,IL60302 		N/A 580       RESPITE ASSISTANCE FOR CAREGIVERS
(69) HOME INSTEAD PALOS HEIGHTS
12400 S HARLEM AVENUE SUITE 201
PALOS HEIGHTS,IL60463 		N/A 115       RESPITE ASSISTANCE FOR CAREGIVERS
(70) HOME SWEET HOME CARE
72 S LA GRANGE ROAD
LA GRANGE,IL60525 		N/A 3,159       RESPITE ASSISTANCE FOR CAREGIVERS
(71) HOMEWATCH CAREGIVERS
900 SKOKIE BLVD STE 126
NORTHBROOK,IL60062 		N/A 12,209       RESPITE ASSISTANCE FOR CAREGIVERS
(72) INNOVATIVE DATA SYSTEMS
710 N COLLEGE AVE STE B
WARRENSBURG,MO64093 		N/A 3,630       SENIOR SOCIAL SERVICES TRACKING SOFTWARE PROVIDER
(73) JA FOOD SERVICE
455 POST ROAD
BUCHANAN,MI49107 		38-3099998 N/A 194,965       SHELF STABLE MEAL PROVIDER
(74) KENNETH YOUNG CENTER
1001 ROHLWING RD
ELK GROVE VILLAGE,IL60007 		23-7181444 501C3 636,405       SOCIAL, NUTRITION, HEALTH PROMOTION, AND CAREGIVER SERVICES FOR THE ELDERLY; AND ASSISTANCE FOR ACCESSING PHARMACEUTICAL BENEFITS PROGRAMS
(75) KIZER MEMORIAL COGIC
ATTN ELDER HARVEY LOVE 15001
PAULINA AVENUE
HARVEY,IL60426 		  500       CARING TOGETHER LIVING BETTER - COMMUNITY SUPPORT PROGRAMS FOR THE ELDERLY
(76) LEGAL ASSISTANCE FOUNDATION OF CHICAGO
111 E JACKSON 3RD FL
CHICAGO,IL606043502 		36-2754650 501C3 879,245       OMBUDSMAN, LEGAL ASSISTANCE FOR ELDERLY, AND LEGAL ASSISTANCE FOR NON-PARENT RELATIVES RAISING CHILDREN
(77) LEYDEN FAMILY SERVICES SENIOR CITIZENS
10001 W GRAND AVE
FRANKLIN PARK,IL60131 		36-2235147 501C3 101,104       SOCIAL SERVICES FOR THE ELDERLY, AND ASSISTANCE FOR ACCESSING PHARMACEUTICAL BENEFITS PROGRAMS
(78) LOUIS S VIVERITO SENIOR CENTER
7745 S LEAMINGTON
BURBANK,IL60459 		  30       SENIOR SOCIAL SERVICE CENTER
(79) LUTHERAN HOME & SERVICES
800 WEST OAKTON
ARLINGTON HEIGHTS,IL60004 		36-3375902 501C3 3,049       RESPITE ASSISTANCE FOR CAREGIVERS
(80) MA'DEAR HOME SERVICES
44 WEST 162ND STREET
SOUTH HOLLAND,IL60473 		36-4212859 N/A 7,285       RESPITE ASSISTANCE FOR CAREGIVERS
(81) METROPOLITAN ASIAN FAMILY SERVICES
7541 N WESTERN
CHICAGO,IL60645 		36-3925432 501C3 174,025       SOCIAL SERVICES FOR MINORITY ELDERLY
(82) METROPOLITAN FAMILY SERVICES
5210 MAIN STREET
SKOKIE,IL60077 		  200,943       SENIOR ELDER ABUSE PREVENTION & EDUCATION
(83) MIDLAND AAA
434 S POPLAR STREET
CENTRALIA,IL62801 		37-0968177 501C3 6,000       MEDICARE FRAUD PATROL
(84) NEIGHBORHOOD UNITED METHODIST
1817-19 WASHINGTON BLVD
MAYWOOD,IL60153 		36-6067368 CHURCH 4,000       CARING TOGETHER LIVING BETTER - COMMUNITY SUPPORT PROGRAMS FOR THE ELDERLY
(85) NORTHEASTERN ILLINOIS AAA
PO BOX 809
KANKAKEE,IL60901 		36-2743881 501C3 17,500       MEDICARE FRAUD PATROL
(86) NORTHWESTERN ILLINOIS AAA
2576 CHARLES STREET
ROCKFORD,IL61108 		36-2742719 501C3 10,000       ACTIVITIES RELATED TO HEALTHCARE FRAUD PREVENTION AND CENSUS OUTREACH
(87) NORTH SHORE SENIOR CENTER
161 NORTHFIELD RD
NORTHFIELD,IL60093 		36-2366074 501C3 723,333       SOCIAL, NUTRITION, HEALTH PROMOTION, AND CAREGIVER SERVICES FOR THE ELDERLY, AND ASSISTANCE FOR ACCESSING PHARMACEUTICAL BENEFITS PROGRAMS
(88) OAK PARK TOWNSHIP
418 S OAK PARK AVE
OAK PARK,IL60302 		36-6006388 501C1 348,549       SOCIAL, NUTRITION, HEALTH PROMOTION, AND CAREGIVER SERVICES FOR THE ELDERLY, AND ASSISTANCE FOR ACCESSING PHARMACEUTICAL BENEFITS PROGRAMS
(89) OPEN COMMUNITIES
614 LINCOLN AVE FIRST FLOOR
WINNETKA,IL60093 		36-2934709 501C3 37,989       SOCIAL SERVICES FOR THE ELDERLY
(90) OUR LADY OF MT CARMEL
1101 23RD AVE
MELROSE PARK,IL60160 		36-2270057 501C3 59,194       NUTRITION SERVICES FOR THE MINORITY ELDERLY
(91) PALATINE TOWNSHIP SENIOR CITIZENS COUNCIL
505 S QUENTIN RD
PALATINE,IL60067 		36-2781764 501C3 179,232       SOCIAL AND NUTRITION SERVICES FOR ELDERLY, AND ASSISTANCE FOR ACCESSING PHARMACEUTICAL BENEFITS PROGRAMS
(92) PALOS AREA TRANSPORTATION SERVICES FOR THE ELDERLY
10426 S ROBERTS RD
PALOS HILLS,IL60465 		81-0556995 501C1 16,653       RESPITE ASSISTANCE FOR CAREGIVERS
(93) PALOS HILLS EXTENDED CARE
10426 S ROBERTS RD
PALOS HILLS,IL60465 		27-2979337   6,075       RESPITE ASSISTANCE FOR CAREGIVERS
(94) PALOS TOWNSHIP
10802 SOUTH ROBERTS RD
PALOS HILLS,IL60465 		  1,250       SENIOR HEALTH INSURANCE PROGRAM
(95) PECK BLOOM
105 W ADAMS ST FL 31
CHICAGO,IL60603 		N/A 17,386       LEGAL ASSISTANCE
(96) PLOWS COUNCIL ON AGING
7808 W COLLEGE DRIVE SUITE 5E
PALOS HEIGHTS,IL60463 		36-2882809 501C3 1,109,411       SOCIAL, NUTRITION, HEALTH PROMOTION, AND CAREGIVER SERVICES FOR THE ELDERLY, AND ASSISTANCE FOR ACCESSING PHARMACEUTICAL BENEFITS PROGRAMS
(97) PROGRESS CENTER FOR INDEPENDENT LIVING
7521 MADISON
FOREST PARK,IL60130 		36-3595485 501C3 17,500       PROVIDE ACCESS TO PUBLIC SUPPORT PROGRAMS FOR ELDERLY AND PEOPLE WITH DISABILITIES, AND PROVIDE MEDICARE EDUCATION, OUTREACH, AND POLICY DEVELOPMENT
(98) RICH TOWNSHIP
22013 GOVERNORS HIGHWAY
RICHTON PARK,IL60471 		36-6008440 501C1 44,517       NUTRITION SERVICES FOR ELDERLY
(99) RIGHT AT HOME - ALGONQUIN
409 S MAIN
ALGONQUIN,IL60102 		33-1069548 N/A 6,741       RESPITE ASSISTANCE FOR CAREGIVERS
(100) RIGHT AT HOME - ROSELLE
400 WEST LAKE STREET
ROSELLE,IL60172 		36-4367015 N/A 7,025       RESPITE ASSISTANCE FOR CAREGIVERS
(101) RUSH UNIVERSITY MEDICAL CENTER
1653 W CONGRESS PARKWAY
CHICAGO,IL60612 		36-2174823 501C3 345,542       COMMUNITIES PUTTING PREVENTION TO WORK
(102) SALVATION ARMY
4800 N MARINE DRIVE
CHICAGO,IL60640 		36-2167909 501C3 70,372       SOCIAL SERVICES FOR THE ELDERLY
(103) SALVATION ARMY-BLUE ISLAND
2900 W BURR OAK AVE
BLUE ISLAND,IL60406 		36-2167909 501C3 68,745       NUTRITION SERVICES FOR ELDERLY
(104) SENIORS ASSISTANCE CENTER
7774 W IRVING PARK ROAD
NORRIDGE,IL60706 		36-2918912 501C3 259,547       SOCIAL AND NUTRITION SERVICES FOR ELDERLY, AND ASSISTANCE FOR ACCESSING PHARMACEUTICAL BENEFITS PROGRAMS
(105) SENIORS CLUB
7040 CENTENNIAL DRIVE
TINLEY PARK,IL60477 		  1,595       RESPITE ASSISTANCE FOR CAREGIVERS
(106) SENIOR SERVICES ASSOCIATES
101 SOUTH GROVE AVE
ELGIN,IL60120 		36-2775102 501C3 3,000       MEDICARE FRAUD PATROL
(107) SHAWNEE HEALTH SERVICES
6355 BRANDHORST DRIVE
CARTERVILLE,IL60452 		37-0966854 501C3 1,302       SENIOR SOCIAL SERVICES TRACKING SOFTWARE PROVIDER
(108) SHAY HEALTH CARE SERVICES
5730 WEST 159TH STREET
OAK FOREST,IL60452 		36-3127077 N/A 22,725       RESPITE ASSISTANCE FOR CAREGIVERS
(109) SOLUTIONS FOR CARE
7222 WEST CERMAK ROAD 200
NORTH RIVERSIDE,IL60546 		23-7176798 501C3 459,388       SOCIAL, NUTRITION, HEALTH PROMOTION, AND CAREGIVER SERVICES FOR THE ELDERLY, AND PROVIDE MEDICARE EDUCATION, OUTREACH, AND POLICY DEVELOPMENT, AND ASSISTANCE FOR ACCESSING PHARMACEUTICAL BENEFITS PROGRAMS, AND CENSUS OUTREACH
(110) SOUTHEASTERN IL AAA
2365 COUNTRY RD
BELLEVILLE,IL62221 		37-0986597 501C3 6,000       MEDICARE FRAUD PATROL
(111) STICKNEY TOWNSHIP OFFICE ON AGING
5635 STATE ROAD
BURBANK,IL60459 		36-6006465 501C1 365,956       SOCIAL, NUTRITION, HEALTH PROMOTION, AND CAREGIVER SERVICES FOR THE ELDERLY, AND ASSISTANCE FOR ACCESSING PHARMACEUTICAL BENEFITS PROGRAMS
(112) THORNTON TOWNSHIP SENIOR CENTER
333 EAST 162ND STREET
SOUTH HOLLAND,IL60473 		36-6006473 501C1 28,027       SOCIAL SERVICES FOR ELDERLY
(113) UNIVERSITY OF ILLINOIS CHICAGO - DEPT OF PHARM PRACTICE
833 S WOOD M/C 886
CHICAGO,IL60612 		37-6000511 501C3 25,000       HEALTH PROMOTION SERVICES FOR ELDERLY
(114) URHAI COMMUNITY SERVICE CENTER
2945 W PETERSON AVE S-204
CHICAGO,IL60659 		36-4427299 501C3 22,374       SOCIAL AND NUTRITION SERVICES FOR MINORITY ELDERLY, AND HELP SENIORS ENROLL IN BENEFITS ASSISTANCE PROGRAMS
(115) VILLAGE OF WHEELING
2 COMMUNITY BLVD
WHEELING,IL60090 		36-6006156 501C1 23,907       NUTRITION SERVICES FOR THE ELDERLY
(116) VISITING ANGELS - BROOKFIELD
9211 OGDEN AVE
BROOKFIELD,IL60513 		20-0135316   3,914       RESPITE ASSISTANCE FOR CAREGIVERS
(117) VISITING ANGELS - HICKORY HILLS
7667 WEST 95TH STREET SUITE 105
HICKORY HILLS,IL60457 		  2,724       RESPITE ASSISTANCE FOR CAREGIVERS
(118) WEST CENTRAL ILLINOIS AAA
1125 HAMPSHIRE PO BOX 428
QUINCY,IL623060428 		23-7392059 501C3 6,000       MEDICARE FRAUD PATROL
(119) WESTERN ILLINOIS AAA
729 34TH AVENUE
ROCK ISLAND,IL61201 		36-2801332 501C3 10,000       ACTIVITIES RELATED TO HEALTHCARE FRAUD PREVENTION AND CENSUS OUTREACH
(120) WHITE CRANE WELLNESS CENTER
1355 W FOSTER
CHICAGO,IL60640 		36-3719545 501C3 57,000       HEALTH PROMOTION SERVICES FOR ELDERLY
(121) WINDMILL NURSING PAVILLION
16000 S WABASH
SOUTH HOLLAND,IL60473 		36-3485403 N/A 3,875       RESPITE ASSISTANCE FOR CAREGIVERS
(122) XILIN ASSOCIATION
1163 E OGDEN
NAPERVILLE,IL605631687 		36-3890616 501C3 162,802       SOCIAL AND NUTRITION SERVICES FOR MINORITY ELDERLY
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
 
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: POLICY: TO ENSURE THAT AGEOPTIONS IS IN COMPLIANCE WITH FEDERAL AND STATE REGULATIONS, AND THAT GRANT FUNDS ARE EXPENDED APPROPRIATELY AND ECONOMICALLY IN COMPLIANCE WITH AGEOPTIONS GRANT REQUIREMENTS AND SERVICE PROVIDER BUDGETS, AGEOPTIONS WILL PERFORM ONSITE PROGRAM, AND IN SOME CASES FISCAL, MONITORING OF ALL FUNDED AGENCIES AT LEAST ONCE EVERY THREE YEARS. REVIEW TOOLS WILL BE DEVELOPED AND REVISED BY AGEOPTIONS STAFF FOR EACH PROGRAM TO BE MONITORED. PROGRAM PERFORMANCE MONITORING: AGEOPTIONS WILL MONITOR SERVICE PROVIDERS TO DETERMINE THAT THEY ARE OPERATING EFFECTIVELY AND ACCORDING TO APPLICABLE PROGRAM PERFORMANCE STANDARDS. ASPECTS OF PROGRAM PERFORMANCE THAT MAY BE MONITORED INCLUDE: 1. PERFORMANCE OF THE SERVICE AND ACTIVITIES SPECIFIED IN THE APPROVED PROJECT APPLICATION OR AREA PLAN; 2. CONFORMANCE WITH THE STAFFING AND RELATED SERVICE PROVIDER CAPABILITY CONDITIONS OF THE AWARD; 3. CONFORMANCE WITH ALL CIVIL RIGHTS, EQUAL EMPLOYMENT OPPORTUNITY, AND MINORITY CONTRACTOR REQUIREMENTS, FEDERAL AND STATE REGULATIONS; AND 4. OTHER PERFORMANCE ASPECTS, AS APPROPRIATE FISCAL MONITORING AGEOPTIONS WILL MONITOR SERVICE PROVIDERS TO DETERMINE THAT EACH ESTABLISHES AND OPERATES ITS FISCAL SYSTEM ACCORDING TO THE CONDITIONS OF THE AWARD DOCUMENT AND TO ENSURE THAT FUNDS ARE REQUESTED AND EXPENDED ACCORDING TO SERVICE PROVIDER NEEDS AND ELIGIBLE COSTS. SPECIFIC ASPECTS OF FISCAL OPERATIONS THAT MAY BE MONITORED INCLUDE: 1. ADEQUACY OF THE FISCAL SYSTEM AND PROCEDURES USED BY THE SERVICE PROVIDER; 2. ADEQUACY OF FISCAL REPORTING INFORMATION 3. SERVICE PROVIDER UNDERSTANDING OF FISCAL REQUIREMENTS AND CAPABILITY TO PERFORM; 4. PROPER USE OF GRANT FUNDS, AS PROSCRIBED BY THE AWARD DOCUMENT AND FEDERAL, STATE AND AREA AGENCY REQUIREMENTS.
Schedule I (Form 990) 2013


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
AGEOPTIONS INC
 
Employer identification number

36-2806193
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)LAVIN JONATHANPRESIDENT & CHIEF EXEC. (i)
(ii)		 139,050
0 		6,257
0 		19,555
0 		0
0 		0
0 		164,862
0 		0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
AGEOPTIONS INC
 
Employer identification number

36-2806193
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2013
Schedule L (Form 990 or 990-EZ) 2013
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) SOLUTIONS FOR CARE - SERVICE PROVIDER
  		SERVICE PROVIDER BOARD MEMBER IS A RELATIVE OF THE AGENCY'S VICE PRESIDENT 459,388 GRANTS FOR SERVICES PROVIDED TO SENIORS   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
AGEOPTIONS INC
 
Employer identification number

36-2806193
Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11 THE CHIEF EXECUTIVE SHALL ENSURE THAT TAX PAYMENTS AND OTHER GOVERNMENT-ORDERED PAYMENTS OR FILINGS ARE FILED IN A TIMELY AND ACCURATE MANNER. THE CHIEF EXECUTIVE SHALL SIGN AND CERTIFY THAT IRS FORM 990 IS ACCURATE AND COMPLETE. THE AUDIT/FINANCE COMMITTEE SHALL REVIEW AND APPROVE IRS FORM 990 ANNUAL TAX FILING PRIOR TO SUBMISSION, AND THE FULL BOARD SHALL RECEIVE A COPY OF IRS FORM 990 WITHIN 30 DAYS PRIOR TO ITS SUBMISSION.
FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, PRIOR TO THE OCTOBER BOARD MEETING THE "BOARD OF DIRECTORS/ADVISORY COUNCIL DISCLOSURE STATEMENT" IS MAILED TO ALL MEMBERS. THE COMPLETED FORM IS REQUIRED TO BE SUBMITTED PRIOR TO OR AT THAT MEETING. THE COMPLETED, RETURNED, SIGNED STATEMENTS ARE REVIEWED FOR ANY CONFLICTS. IF ANY THEY ARE RESOLVED. ADDITIONALLY, AS EACH NEW MEMBER IS ADDED TO THE BOARD THIS STATEMENT IS COMPLETED PRIOR TO THE BOARD APPROVAL OF THE NEW MEMBER.
FORM 990, PART VI, SECTION B, LINE 15 THE BOARD HAS THE AUTHORITY TO HIRE, EMPLOY AND COMPENSATE THE CHIEF EXECUTIVE OFFICER WHO WILL CARRY OUT THE RESPONSIBILITIES AS OUTLINED IN THE BY-LAWS (SEE SECTION 3.5 BELOW). THE BOARD RETAINS THE AUTHORITY TO ESTABLISH COMPENSATION GUIDELINES FOR ANNUAL SALARY AND COMPENSATION REVIEWS. THE FINANCE COMMITTEE WILL REVIEW AND APPROVE THE AGENCY BUDGET INCLUDING THE IDENTIFICATION OF RESOURCES FOR COMPENSATION OF EMPLOYEES. THE EXECUTIVE COMMITTEE WILL REVIEW AND APPROVE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER AND KEY EMPLOYEES ANNUALLY. IT WILL BE A GOAL TO CONDUCT COMPREHENSIVE COMPENSATION REVIEWS AND REVIEW THE COMPENSATION PHILOSOPHY AT A MINIMUM OF EVERY FIVE YEARS AND MORE FREQUENTLY, AS THE BOARD DESIRES. EXCERPT FROM AGEOPTIONS BY-LAWS SECTION 3.5. PRESIDENT. THE PRESIDENT SHALL BE THE CHIEF EXECUTIVE OFFICER OF THE CORPORATION HIRED BY THE BOARD AND SHALL HAVE RESPONSIBILITY FOR THE GENERAL AND ACTIVE MANAGEMENT OF THE AFFAIRS, ACTIVITIES AND DAILY BUSINESS OF THE CORPORATION, SUBJECT TO ALL POLICIES AND PROCEDURES ADOPTED BY THE BOARD. SUBJECT TO THE DIRECTION AND CONTROL OF THE BOARD, HE/SHE SHALL BE IN CHARGE OF ENSURING THAT THE RESOLUTIONS AND DIRECTIVES OF THE BOARD ARE CARRIED OUT, EXCEPT IN THOSE INSTANCES IN WHICH THE BOARD OR THESE BY-LAWS ASSIGN THAT RESPONSIBILITY TO SOME OTHER PERSON. EXCEPT IN THOSE INSTANCES IN WHICH THE BOARD EXPRESSLY DELEGATES THE EXCLUSIVE AUTHORITY TO EXECUTE TO ANOTHER OFFICER OR AGENT OF THE CORPORATION, THE PRESIDENT, WITH AUTHORITY FROM THE BOARD OR EXECUTIVE COMMITTEE, SHALL SIGN FOR THE CORPORATION ANY AGREEMENTS, APPLICATIONS, CONTRACTS, DEEDS, MORTGAGES, BONDS OR OTHER INSTRUMENTS AND GRANT AWARDS, OBLIGATING THE CORPORATION'S ACTION OR FUNDS. IN ADDITION TO THE AUTHORITY CONFERRED ON THE PRESIDENT IN THESE BYLAWS, THE BOARD MAY AUTHORIZE ANY OTHER OFFICER OR OFFICERS, AGENT OR AGENTS, INCLUDING BUT NOT LIMITED TO THE PRESIDENT, TO ENTER INTO ANY CONTRACT OR EXECUTE AND DELIVER ANY INSTRUMENT IN THE NAME OF AND ON BEHALF OF THE CORPORATION, AND SUCH AUTHORITY MAY BE GENERAL OR CONFINED TO SPECIFIC INSTANCES. THE PRESIDENT SHALL EMPLOY AND DIRECT ALL PERSONNEL NECESSARY FOR THE CONDUCT AND WORK OF THE CORPORATION AND SHALL PERFORM SUCH OTHER DUTIES AS MAY BE ASSIGNED BY THE BOARD. THE PRESIDENT OR HIS/HER DESIGNEE SHALL ATTEND-ALL MEETINGS OF THE BOARD AND OF THE EXECUTIVE COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version: