Form990
Click to see attachment
Department of the TreasuryInternal 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.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
A For the 2015 calendar year, or tax year beginning 07-01-2015 , and ending 06-30-2016
BCheck if applicable:
CName of organization
NATIONAL COUNCIL ON THE AGING INC
 
 
Doing business as
NCOA
 
Number and street (or P.O. box if mail is not delivered to street address)
251 18TH STREET SOUTH NO 500
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ARLINGTON, VA22202
D Employer identification number

13-1932384
E Telephone number

G Gross receipts $ 48,696,197
F Name and address of principal officer:
JAMES P FIRMAN
251 18TH STREET SOUTH NO 500
ARLINGTON,VA22202
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.NCOA.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: 1960
M State of legal domicile: NY
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: IMPROVING THE LIVES OF MILLIONS OF OLDER ADULTS, ESPECIALLY THOSE WHO ARE STRUGGLING.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 17
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 17
5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) ...... 5 1,294
6 Total number of volunteers (estimate if necessary) ............. 6 17
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) ......... 42,523,515 44,115,371
9 Program service revenue (Part VIII, line 2g) ......... 2,888,861 4,518,999
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 59,702 61,827
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -33,577 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 45,438,501 48,696,197
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 20,809,987 20,750,741
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) 7,951,115 8,989,454
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 17,500 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet199,171    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 15,215,634 15,949,130
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 43,994,236 45,689,325
19 Revenue less expenses. Subtract line 18 from line 12....... 1,444,265 3,006,872
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 12,759,825 15,266,265
21 Total liabilities (Part X, line 26)............. 7,218,213 8,377,438
22 Net assets or fund balances. Subtract line 21 from line 20..... 5,541,612 6,888,827
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 (2015)
Form 990 (2015)
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: THE NATIONAL COUNCIL ON AGING (NCOA) IS A NONPROFIT SERVICE AND ADVOCACY ORGANIZATION HEADQUARTERED IN ARLINGTON, VA. OUR MISSION IS TO IMPROVE THE LIVES OF MILLIONS OF OLDER ADULTS, ESPECIALLY THOSE WHO ARE STRUGGLING. (CONTINUED ON SCHEDULE O).NCOA IS A NATIONAL VOICE FOR OLDER ADULTS, ESPECIALLY THOSE WHO ARE VULNERABLE AND DISADVANTAGED AND THE ORGANIZATIONS THAT SERVE THEM. WE BRING TOGETHER NON-PROFIT ORGANIZATIONS, BUSINESSES AND GOVERNMENT TO DEVELOP CREATIVE SOLUTIONS THAT IMPROVE THE LIVES OF ALL OLDER ADULTS.
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 $ 26,769,747 including grants of $ 16,837,654 ) (Revenue $   )
WORKFORCE DEVELOPMENT:SERVICES AND SUPPORT TO INCREASE OLDER ADULT'S PARTICIPATION IN MEANINGFUL AND REWARDING PAID EMPLOYMENT.
4b (Code:   ) (Expenses $ 6,939,335 including grants of $ 2,686,250 ) (Revenue $   )
ACCESS TO BENEFITS:SERVICES AND SUPPORT TO INCREASE OLDER ADULTS' ACCESS TO PUBLIC AND PRIVATE BENEFITS AND RESOURCES THAT IMPROVE THE QUALITY OF THEIR LIVES IN COMMUNITIES NATIONWIDE.
4c (Code:   ) (Expenses $ 3,418,609 including grants of $   ) (Revenue $ 3,468,999 )
RETIREMENT EDUCATION PROGRAMS (FORMERLY MEDICARE EDUCATION PROGRAM):UNDER A NEW "CONTROLLED" ENTITY, NCOA SERVICES LLC (A SINGLE MEMBER LLC ORGANIZED UNDER THE LAWS OF THE STATE OF DELAWARE) PROVIDES AN EDUCATIONAL WEBSITE TO HELP OLDER AMERICANS WITH DECISIONS THEY NEED TO MAKE REGARDING MEDICARE AND OTHER BENEFITS RELATED OPTIONS.
(Code:   ) (Expenses $ 1,717,706 including grants of $ 185,025 ) (Revenue $   )
HEALTHY AGING PROGRAMS
(Code:   ) (Expenses $ 1,681,120 including grants of $ 639,498 ) (Revenue $   )
AGING MASTERY PROGRAM
(Code:   ) (Expenses $ 993,746 including grants of $ 232,314 ) (Revenue $   )
HEALTHY AGING SOCIAL ENTERPRISES
(Code:   ) (Expenses $ 869,955 including grants of $   ) (Revenue $   )
HOME EQUITY PROGRAMS
(Code:   ) (Expenses $ 361,929 including grants of $ 170,000 ) (Revenue $   )
ECONOMIC SECURITY INITIATIVES
(Code:   ) (Expenses $ 348,479 including grants of $   ) (Revenue $   )
PUBLIC POLICY & ADVOCACY
(Code:   ) (Expenses $ 226,343 including grants of $   ) (Revenue $   )
MEMBERSHIP SERVICES AND OUTREACH
(Code:   ) (Expenses $ 17,860 including grants of $   ) (Revenue $   )
NEW BUSINESS DEVELOPMENT
4d Other program services (Describe in Schedule O.)
(Expenses $ 6,217,138 including grants of $ 1,226,837 ) (Revenue $   )
4e Total program service expensesMediumBullet43,344,829
Form 990 (2015)
Form 990 (2015)
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
 
No
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
Yes
 
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 (2015)
Form 990 (2015)
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 domestic 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 or for domestic individuals 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), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............
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 ...................
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 "Yes," complete Schedule L, Part II ................
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.........
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 ........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................
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...
28c
 
No
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 ........Click to see attachment
33
Yes
 
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.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
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 ...Click to see attachment
35b
 
No
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............. Click to see attachment
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 VIClick to see attachment
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 (2015)
Form 990 (2015)
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
275
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
Yes
 
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
1,294
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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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 (2015)
Form 990 (2015)
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
17
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
17
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
AK , AL , AR , AZ , CA , CO , CT , DC , FL , GA , IL , KS , KY , MA , MD , ME , MI , MS , MN , NC , ND , NJ , NH , NM , NY , OH , OK , OR , PA , RI , SC , TN , UT , VA , WA , WI , WV
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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletDONNA WHITT CHIEF FINANCIAL OFFICER251 18TH STREET SOUTH NO 500   ARLINGTON,VA22202 (571) 527-3900
Form 990 (2015)
Form 990 (2015)
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) CAROL ZERNIAL......................................................................
CHAIR
 1.00
.................
  		X   X       0 0 0
(2) JAMES KNICKMAN......................................................................
TREASURER AND SECRETARY
 1.00
.................
  		X   X       0 0 0
(3) RICHARD BROWDIE......................................................................
IMMED PAST CHAIR
 1.00
.................
  		X   X       0 0 0
(4) ROBERT BLANCATO......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(5) JOSEFINA CARBONELL......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(6) HEATHER DUPRE......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(7) JULIE GOONEWARDENE......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(8) LYNN FIELDS HARRIS......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(9) SUNDER JOSHI......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(10) MARK MCCLELLAN......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(11) MAYA ROCKEYMOORE......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(12) DAVID SIDWELL......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(13) JUNE SIMMONS......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(14) CASS WHEELER......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(15) MOLLY METTLER......................................................................
DIRECTOR UNTIL 10/2015
 1.00
.................
  		X           0 0 0
(16) AI-JEN POO......................................................................
DIRECTOR UNTIL 10/2015
 1.00
.................
  		X           0 0 0
(17) LAURA TREJO......................................................................
DIRECTOR UNTIL 10/2015
 1.00
.................
  		X           0 0 0
Form 990 (2015)
Form 990 (2015)
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) CAROLYN BUCK-LUCE........................................................................
DIRECTOR-NCOA SERVICES LLC
 1.00
.......................   		X           0 0 0
(19) STEVE SWENDIMAN........................................................................
DIRECTOR-NCOA SERVICES LLC
 1.00
.......................   		X           0 0 0
(20) PETER ZEIBELMAN........................................................................
DIRECTOR-NCOA SERVICES LLC
 1.00
.......................   		X           0 0 0
(21) JAMES FIRMAN........................................................................
CEO AND PRESIDENT-NCOA
 37.50
.......................   		    X       292,289 0 61,546
(22) JAY GREENBERG........................................................................
CEO AND PRESIDENT-NCOA SERICES, LLC
 37.50
.......................   		    X       265,273 0 40,133
(23) DONNA WHITT........................................................................
SENIOR VP/CFO
 37.50
.......................   		    X       211,259 0 13,557
(24) HOWARD BEDLIN........................................................................
VICE PRESIDENT
 37.50
.......................   		        X   216,378 0 41,977
(25) SHARON GLEASON........................................................................
VICE PRESIDENT UNTIL 09/2015
 37.50
.......................   		        X   198,602 0 20,025
(26) RINA PENNACCHIA........................................................................
VICE PRESIDENT
 37.50
.......................   		        X   172,922 0 22,757
(27) MARLENE SCHNEIDER........................................................................
VICE PRESIDENT
 37.50
.......................   		        X   159,155 0 20,651
(28) WENDY ZENKER........................................................................
SR. VICE PRESIDENT
 37.50
.......................   		        X   151,486 0 11,767




1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 1,667,364 0 232,413
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet23
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
LEVIATHAN TECHNOLOGY GROUP INC

425 EAST 74TH ST 2C
NEW YORK,NY10021 		IT CONSULTING 334,950
SWIFT MARKETING & FULFILLMENT SVCS INC

1A GLENWOOD AVE
LYNBROOK,NY11563 		MARKETING & FULFILLMENT 255,267
M&R STRATEGIC SERVICES INC

1901 L STREET NW STE 800
WASHINGTON,DC20036 		MARKETING CONSULTING 207,980
HOUSING OPTIONS PROVIDED FOR THE ELDERLY

4265 SHAW BLVD
ST LOUIS,MO63110 		COUNSELING CONSULTING 188,350
SPRINGBOX

708 COLORADO ST
AUSTIN,TX78701 		IT CONSULTING 176,660
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet10
Form 990 (2015)
Form 990 (2015)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b 171,559
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 35,676,497
f All other contributions, gifts, grants, and similar amounts not included above1f 8,267,315
g Noncash contributions included in lines 1a-1f:$  
h Total.Add lines 1a-1f.......MediumBullet 44,115,371
Program Service RevenueAmt Business Code
2a RETIREMENT ED PROGRAMS 900099 4,518,999 3,468,999   1,050,000
b
c
d
e
f All other program service revenue.        
g Total.Add lines 2a–2f.....MediumBullet 4,518,999
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ..........MediumBullet 61,827     61,827
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss)......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses    
c Gain or (loss)    
d Net gain or (loss).....MediumBullet        
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
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        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 48,696,197 3,468,999 0 1,111,827
Form 990 (2015)
Form 990 (2015)
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 domestic organizations and domestic governments. See Part IV, line 21 20,750,741 20,750,741
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
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 .... 930,938 838,004 85,718 7,216
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 3,997,137 2,956,783 959,578 80,776
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 264,233 237,855 24,330 2,048
9 Other employee benefits ....... 3,252,873 2,928,145 299,515 25,213
10 Payroll taxes ........... 544,273 444,601 91,933 7,739
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 71,231   71,231  
c Accounting ........... 77,735   77,735  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 27,570   27,570  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 4,115,183 3,920,367 192,449 2,367
12 Advertising and promotion ....        
13 Office expenses ....... 712,684 678,533 13,704 20,447
14 Information technology ...... 475,416 452,757 14,770 7,889
15 Royalties ..        
16 Occupancy ........... 865,041 726,112 116,648 22,281
17 Travel ............ 616,168 584,156 29,135 2,877
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 238,142 188,580 38,969 10,593
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 204,137 194,408 6,342 3,387
23 Insurance ... 95,387 23,699 71,688  
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 TRAINING - ENROLLEE 6,906,654 6,906,654    
b OTHER COSTS 1,540,766 1,510,418 24,010 6,338
c UNALLOWABLE 3,016 3,016    
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 45,689,325 43,344,829 2,145,325 199,171
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 (2015)
Form 990 (2015)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 3,090,809 1 2,440,254
2 Savings and temporary cash investments ......... 129,811 2 130,013
3 Pledges and grants receivable, net ...... 5,586,534 3 8,890,618
4 Accounts receivable, net ............. 45,760 4 44,621
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 ........ 15,950 8 36,245
9 Prepaid expenses and deferred charges ...... 286,875 9 254,907
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 3,162,333
b Less: accumulated depreciation 10b 2,013,349 1,347,503 10c 1,148,984
11 Investments—publicly traded securities .   11  
12 Investments—other securities. See Part IV, line 11 ..... 2,256,583 12 2,317,910
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 0 15 2,713
16 Total assets. Add lines 1 through 15 (must equal line 34)... 12,759,825 16 15,266,265
Liabilities 17 Accounts payable and accrued expenses ..... 3,373,630 17 2,956,484
18 Grants payable ...   18  
19 Deferred revenue ......... 51,053 19 51,053
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 3,793,530 25 5,369,901
26 Total liabilities. Add lines 17 through 25.. 7,218,213 26 8,377,438
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 537,863 27 71,593
28 Temporarily restricted net assets ........... 5,003,749 28 6,817,234
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 ........... 5,541,612 33 6,888,827
34 Total liabilities and net assets/fund balances ........ 12,759,825 34 15,266,265
Form 990 (2015)
Form 990 (2015)
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
48,696,197
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
45,689,325
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
3,006,872
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
5,541,612
5
Net unrealized gains (losses) on investments ...............
5
 
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
-1,659,657
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
6,888,827
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 (2015)
Form 990 (2015)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
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 Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
NATIONAL COUNCIL ON THE AGING INC
 
Employer identification number

13-1932384
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
6
7
8
9
10
11
a
b
c
d
e
f
Enter the number of supported organizations ..............  

g
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 (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total      

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
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) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... 50,015,130 40,693,490 37,249,518 42,523,515 44,115,371 214,597,024
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 50,015,130 40,693,490 37,249,518 42,523,515 44,115,371 214,597,024
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. 214,597,024
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
7 Amounts from line 4.. 50,015,130 40,693,490 37,249,518 42,523,515 44,115,371 214,597,024
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 117,063 86,984 52,980 59,702 61,827 378,556
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..   85 17     102
11 Total support. Add lines 7 through 10. 214,975,682
12
12
9,199,500
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
99.820 %
15
15
99.810 %
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) 2015

Schedule A (Form 990 or 990-EZ) 2015
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) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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 VI.) ..            
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) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2015 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2015 		(iii)
Distributable
Amount for 2015
1 Distributable amount for 2015 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2015
(reasonable cause required--see instructions)		  
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......  
e From 2014.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2015 distributable amount  
i Carryover from 2010 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2015 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2015 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2015, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)		  
6 Remaining underdistributions for 2015. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)		  
7 Excess distributions carryover to 2016. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a
b
c Excess from 2013.......  
d From 2014.......  
e From 2015.......  
Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUES - 2012 AMOUNT: $ 85. 2013 AMOUNT: $ 17.
Schedule A (Form 990 or 990-EZ) 2015


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
2015
Name of the organization
NATIONAL COUNCIL ON THE AGING INC
 
Employer identification number

13-1932384
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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
Name of organization
NATIONAL COUNCIL ON THE AGING INC
  		Employer identification number
13-1932384
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


(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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 3
Name of organization
NATIONAL COUNCIL ON THE AGING INC
  		Employer identification number

13-1932384
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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 4
Name of organization
NATIONAL COUNCIL ON THE AGING INC
  		Employer identification number

13-1932384
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2015)

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 BulletInformation about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
NATIONAL COUNCIL ON THE AGING INC
 
Employer identification number

13-1932384
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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2015

Schedule C (Form 990 or 990-EZ) 2015
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) ............................................... 572  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................................... 10,869  
c Total lobbying expenditures (add lines 1a and 1b) ....................................................................... 11,441  
d Other exempt purpose expenditures ......................................................................................... 45,700,751  
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................................... 45,712,192  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 1,000,000  
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) .......................................................................... 250,000  
h Subtract line 1g from line 1a. If zero or less, enter -0-. .......................................................................... 0  
i Subtract line 1f from line 1c. If zero or less, enter -0-. ........................................................................... 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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2012 (b) 2013 (c) 2014 (d) 2015 (e) Total
2a Lobbying nontaxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		6,000,000
c Total lobbying expenditures 9,132 11,475 14,700 11,441 46,748
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
e Grassroots ceiling amount
(150% of line 2d, column (e))		 1,500,000
f Grassroots lobbying expenditures 481 574 735 572 2,362
Schedule C (Form 990 or 990-EZ) 2015


Schedule C (Form 990 or 990-EZ) 2015
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 on 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? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
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, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2015


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," on 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.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
NATIONAL COUNCIL ON THE AGING INC
 
Employer identification number

13-1932384
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ....    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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" on 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on 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)
Revenue included on 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
Revenue included on 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) 2015

Schedule D (Form 990) 2015
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" on 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, for escrow or custodial account liability?
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" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (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 on 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" on 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' on 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   2,042,468 1,079,061 963,407
d Equipment ...   159,665 127,905 31,760
e Other ...   960,200 806,383 153,817
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 1,148,984
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' on 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 1,000 F
(3)Other
(A) FJC AGENCY LOAN FUND 		2,316,910 F
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 2,317,910
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
ACCRUED PENSION COSTS 4,130,850
DEFERRED RENT 1,239,051
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 5,369,901
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) 2015

Schedule D (Form 990) 2015
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 48,668,627
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e 0
3 Subtract line 2e from line 1.................. 3 48,668,627
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 27,570
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c 27,570
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 48,696,197
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 45,661,755
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e 0
3 Subtract line 2e from line 1................... 3 45,661,755
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 27,570
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c 27,570
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 45,689,325

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: NCOA IS EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS SUCH, NCOA IS TAXED ONLY ON ITS UNRELATED BUSINESS INCOME. NO PROVISION FOR INCOME TAXES WAS REQUIRED FOR FISCAL YEAR 2016. NCOA IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION BY THE INTERNAL REVENUE SERVICE. THE CORPORATION IS A FOR-PROFIT ENTITY WHICH HAD NO SIGNIFICANT INCOME OR LOSS FOR THE FISCAL YEAR ENDED JUNE 30, 2016. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX POSITIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2013.
Schedule D (Form 990) 2015


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," on 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
2015
Open to Public
Inspection
Name of the organization
NATIONAL COUNCIL ON THE AGING INC
 
Employer identification number
13-1932384
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on 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 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) ADELANTE DEVLOPMENT CENTER
3900 OSUNA RD NE
ALBUQUERQUE,NM87109 		85-0262072 501(C)(3) 50,000       SUPPORT
(2) ADULT WELL-BEING SERVICES
1423 FIELD STREET
DETROIT,MI48214 		38-1555827 501(C)(3) 35,000       SUPPORT
(3) AGEOPTIONS
1048 LAKE STREET SUITE 300
OAK PARK,IL60301 		36-2806193 501(C)(3) 70,000       SUPPORT
(4) AMERICAN ASSOCIATION OF DIABETES EDUCATORS INC
200 WEST MADISON STREET SUITE 800
CHICAGO,IL60606 		51-0161670 501(C)(3) 10,000       SUPPORT
(5) AMERICAN ASSOCIATION ON HEALTH & DISABILITY
110 N WASINGTON STREET SUITE 328-J
ROCKVILLE,MD20850 		52-1864887 501(C)(3) 8,000       SUPPORT
(6) AMERICAN HEART ASSOCIATION INC
7272 GREENVILEE AVENUE
DALLAS,TX75231 		13-5613797 501(C)(3) 10,000       SUPPORT
(7) ASIAN SERVICES IN ACTION INC
3631 PERKINS AVE SUITE 2A-W
CLEVELAND,OH44114 		34-1798850 501(C)(3) 45,000       SUPPORT
(8) ATLANTA COMMUNITY FOOD BANK
732 JOSEPH E LOWERY BLVD NW
ATLANTA,GA30318 		58-1376648 501(C)(3) 37,500       SUPPORT
(9) BAINBRIDGE ISLAND METROPOLITAN PARKS & RECREATION DISTRICT
7666 HIGH SCHOOL RD NE
BAINBRIDGE ISLAND,WA98110 		38-3731374 501(C)(3) 6,000       SUPPORT
(10) BALTIMORE CITY COMMISSION AGING & RETIRE
417 E FAYETTE ST 6TH FLOOR
BALTIMORE,MD21202 		STATE/CITY 40,000       SUPPORT
(11) BANNER OLIVE BRANCH SENIOR CENTER
11250 N 107TH AVE
SUN CITY,AZ85351 		45-0233470 501(C)(3) 50,000       SUPPORT
(12) BARABOO AREA SENIOR CITIZEN ORGANIZATION
124 SECOND STREET ROOM 24
BARABOO,WI53913 		43-1987572 501(C)(3) 12,000       SUPPORT
(13) BAY AREA FOOD BANK
5248 MOBILE SOUTH STREET
THEODORE,AL36582 		63-0821997 501(C)(3) 10,000       SUPPORT
(14) BENEFITS DATA TRUST
2 LOGAN SQUARE SUITE 550
PHILADELPHIA,PA19103 		20-3455598 501(C)(3) 220,000       SUPPORT
(15) BENTON FRANKLIN COMMUNITY ACTION COMMITTEE
720 W COURT STREET
PASCO,WA99301 		91-0792238 501(C)(3) 6,000       SUPPORT
(16) BIG SANDY COMMUNITY ACTION PROGRAM INC
2ND FLOOR JOHNSON COUNTY COURTHOUSE
COURTHOUSE
PAINTSVILLE,KY41240 		61-0653946 501(C)(3) 512,298       SUPPORT
(17) CATHOLIC CHARITIES ARCHDIOSCESE OF NEW ORLEANS
1000 HOWARD AVE SUITE 200
NEW ORLEANS,LA70113 		72-0408911 501(C)(3) 25,000       SUPPORT
(18) CATHOLIC CHARITIES OF BUFFALO
741 DELAWARE AVE
BUFFALO,NY14209 		16-0743251 501(C)(3) 12,000       SUPPORT
(19) CATHOLIC CHARITIES OF THE DIOCESE OF WINONA INC
111 MARKET STREET SUITE 2
WINONA,MN55987 		41-0721636 501(C)(3) 6,000       SUPPORT
(20) CATHOLIC CHARITIES OF ARCHDIOCESE OF GALVESTON-HOUSTON
2900 LOUISIANA STREET
HOUSTON,TX77006 		74-1109733 501(C)(3) 8,000       SUPPORT
(21) CENTER FOR INDEPENDENCE OF THE DISABLED
841 BROADWAY SUITE 301
NEW YORK,NY10003 		13-2984549 501(C)(3) 50,000       SUPPORT
(22) CENTER IN THE PARK
58818 GERMANTOWN AVE
PHILADELPHIA,PA19144 		23-1919016 501(C)(3) 15,999       SUPPORT
(23) CENTRAL WEST VIRGINIA AGING SERVICES INC
8 SPRING STREET PO BOX 186
BUCKHANNON,WV36201 		55-0613613 STATE/CITY 419,082       SUPPORT
(24) CHINESE COMMUNITY CENTER INC
9800 TOWN PARK DRIVE
HOUSTON,TX77036 		76-0067885 501(C)(3) 50,000       SUPPORT
(25) CHINESE INFORMATION & SERVICES CENTER
611 SOUTH LANE ST
SEATTLE,WA98104 		23-7438529 501(C)(3) 75,000       SUPPORT
(26) CITY OF BEAVER DAM
205 S LINCOLN AVE
BEAVER DAM,WI53916 		39-6005396 STATE/CITY 6,000       SUPPORT
(27) CITY OF BELOIT SENIOR CENTER
631 BLUFF STREET
BELOIT,WI53511 		39-6005397 STATE/CITY 12,000       SUPPORT
(28) CITY OF FARMINGTON
430 3RD STREET
FARMINGTON,MN55024 		41-6005151 STATE/CITY 6,000       SUPPORT
(29) CITY OF FITCHBURG
5520 LACY RD
FITCHBURG,WI53711 		39-6005889 STATE/CITY 6,000       SUPPORT
(30) CITY OF FORT COLLINS
PO BOX 580
FORT COLLINS,CO80522 		84-6000587 STATE/CITY 7,500       SUPPORT
(31) CITY OF LYNNWOOD
PO BOX 5008
LYNNWOOD,WA98046 		91-6015840 STATE/CITY 6,000       SUPPORT
(32) CITY OF OAK HARBOR
865 SE BARRINGTON DRIVE
OAK HARBOR,WA98277 		91-6001476 STATE/CITY 6,000       SUPPORT
(33) CITY OF OWATONNA
540 WEST HILLS CIRCLE
OWATONNA,MN55060 		41-6005444 STATE/CITY 6,000       SUPPORT
(34) CITY OF ROSEMOUNT
2875 145TH STREET WEST
ROSEMOUNT,MN55068 		41-6005501 STATE/CITY 6,000       SUPPORT
(35) CLEVELAND DEPT OF AGING
75 ERIEVIEW PLAZA 2ND FL
CLEVELAND,OH44114 		34-6000646 STATE/CITY 15,000       SUPPORT
(36) COMMUNITY HEALTH CENTER ASSOCIATION OF CONNECTICUT
100 GREAT MEADOW RD SUITE 400
WETHERSFIELD,CT06109 		22-3036666 501(C)(3) 75,000       SUPPORT
(37) COUNCIL OF SENIOR CENTERS & SVCS OF NYC INC
49 WEST 45TH ST 7TH FL
NEW YORK,NY10036 		13-2967277 501(C)(3) 87,000       SUPPORT
(38) COUNCIL ON AGING-ORANGE COUNTY
1971 E 4TH ST SUITE 200
SANTA ANA,CA92705 		95-2874089 501(C)(3) 10,000       SUPPORT
(39) COUNTY OF BARRON
335 E MONROE AVE
BARRON,WI54812 		39-6005668 STATE/CITY 12,000       SUPPORT
(40) CRISPUS ATTUCKS ASSOCIATION OF YORK PENNSYLVANIA
605 SOUTH DUKE STREET
YORK,PA17401 		23-1365320 501(C)(3) 651,625       SUPPORT
(41) DOOR COUNTY YMCA INC
1900 MICHIGAN STREET
STURGEON BAY,WI54235 		39-1738982 STATE/CITY 6,000       SUPPORT
(42) DUKE UNIVERSITY
2200 W MAIN ST SUITE 820
DURHAM,NC27705 		56-0532129 501(C)(3) 25,000       SUPPORT
(43) DUXBURY SENIOR CENTER
10 MAYFLOWER STREET
DUXBURY,MA02332 		04-6001136 501(C)(3) 10,000       SUPPORT
(44) ELDER LAW OF MICHIGAN INC
3815 W ST JOSEPH STE C-200
LANSING,MI48917 		38-2906530 501(C)(3) 60,000       SUPPORT
(45) ELDER SVCS OF THE MERRIMACK VALLEY INC
280 MERRIMACK STREET SUITE 400
LAWRENCE,MA01843 		04-2541536 501(C)(3) 6,000       SUPPORT
(46) ELDERSOURCE
4160 WOODCOCK DR 2ND FLOOR
JACKSONVILLE,FL32207 		59-1569867 501(C)(3) 50,000       SUPPORT
(47) ENUMCLAW SENIOR CENTER
1350 COLE STREET
ENUMCLAW,WA98022 		91-1358596 STATE/CITY 12,000       SUPPORT
(48) FAMILY HEALTH CENTERS OF SAN DIEGO INC
823 GATEWAY CENTER WAY
SAN DIEGO,CA92102 		95-2833205 501(C)(3) 45,000       SUPPORT
(49) FAMILY SERVICE AGENCY OF SAN MATEO COUNTY
24 2ND AVE
SAN MATEO,CA94401 		94-1186169 501(C)(3) 1,269,176       SUPPORT
(50) FAMILY SERVICE AGENCY OF SAN FRANCISCO
10101 GOUGH STREET
SAN FRANCISCO,CA94109 		94-1156530 501(C)(3) 1,149,270       SUPPORT
(51) FRIENDS OF THE FOND DU LAC SENIOR CENTER INC
151 EAST FIRST STREET
FOND DU LAC,WI54935 		39-1658681 501(C)(3) 6,000       SUPPORT
(52) FRIENDS OF THE SENIOR ACTIVITY CENTER OF SHEBOYGAN INC
428 WISCONSIN AVENUE
SHEBOYGAN,WI53081 		39-1816535 501(C)(3) 12,000       SUPPORT
(53) GEORGIA LEGAL SERVICES PROGRAM INC
104 MARIETTA STREET SUITE 250
ATLANTA,GA30303 		58-1111590 501(C)(3) 50,000       SUPPORT
(54) GREATER WI AGENCY ON AGING RESOURCES INC
1414 MACARTHUR RD STE A
MADISON,WI53714 		39-1204540 501(C)(3) 20,000       SUPPORT
(55) GREEN RIVER AREA DEVELOPMENT DISTRICT
300 GRADD WAY
OWENSBORO,KY42301 		61-0706096 501(C)(3) 50,000       SUPPORT
(56) HASTINGS INDEPENDENT SCHOOL DISTRICT 200
100 W 11TH STREET
HASTINGS,MN55033 		41-6000810 501(C)(3) 12,000       SUPPORT
(57) HEALTH INSURANCE COUNSELING
646 COUNTY SQUARE DR 100
VENTURA,CA93003 		95-6000944 501(C)(3) 50,000       SUPPORT
(58) HOPES COMMUNITY ACTION PARTNERSHIP INC
301 GARDEN STREET
HOBOKEN,NJ07030 		22-1801849 501(C)(3) 75,000       SUPPORT
(59) HOWARD COUNTY OFFICE ON AGING
6751 COLUMBIA GATEWAY DRIVE 2ND
FLOOR
COLUMBIA,MD21046 		52-6000965 STATE/CITY 20,000       SUPPORT
(60) IND SCHOOL DIST 206 ALEXANDRIA PUBLIC SCHOOLS COMMUNITY EDUC
PO BOX 308
ALEXANDRIA,MN56308 		41-6000893 501(C)(3) 12,000       SUPPORT
(61) ISABELLA GERIATRIC CENTER
515 AUDOBON AVE
NEW YORK,NY10040 		13-3623808 501(C)(3) 50,000       SUPPORT
(62) ISD 129 MONTEVIDEO PUBLIC SCHOOLS
2001 WILLIAM AVENUE
MONTEVIDEO,MN56265 		41-6000507 501(C)(3) 12,000       SUPPORT
(63) ISSAQUAH SENIOR CENTER
75 NE CREEK WAY
ISSAQUAH,WA98027 		91-0990273 501(C)(3) 6,000       SUPPORT
(64) JEFFERSON HEALTHCARE
834 SHERIDAN
PORT TOWNSEND,WA98368 		91-0928081 501(C)(3) 12,000       SUPPORT
(65) JEWISH FAMILY SERVICES OF ATLANTIC CITY
607 N JEROME AVENUE
MARGATE,NJ08402 		22-2119902 501(C)(3) 25,000       SUPPORT
(66) JEWISH SOCIAL SERVICE AGENCY
6123 MONTROSE RD
ROCKVILLE,MD20852 		53-0196598 501(C)(3) 20,000       SUPPORT
(67) KINGSBOROUGH COMMUNITY COLLEGE
2001 ORIENTAL BOULEVARD
BROOKLYN,NY11235 		46-1371336 501(C)(3) 7,500       SUPPORT
(68) KLICKITAT COUNTY SENIOR SERVICES
115 W COURT STREET MS-CH-21
GOLDENDALE,WA98620 		91-6001350 501(C)(3) 6,000       SUPPORT
(69) KOREAN AMERICAN COMMUNITY SERVICES
4300 N CALIFORNIA AVE
CHICAGO,IL60618 		36-2746468 501(C)(3) 50,000       SUPPORT
(70) KOREAN COMMUNITY SERVICE CENTER
7700 LITTLE RIVER TPKE 406
ANNANDALE,VA22101 		52-1005984 501(C)(3) 75,000       SUPPORT
(71) KOREAN WOMEN'S ASSOCIATION
123 E 96TH STREET
TACOMA,WA98445 		91-1066806 501(C)(3) 10,000       SUPPORT
(72) LAKE CRYSTAL AREA RECREATION CENTER ASSOCIATION INC
621 W NATHAN
LAKE CRYSTAL,MN56055 		41-1867907 501(C)(3) 6,000       SUPPORT
(73) LEGAL AID OF NORTH CAROLINA INC
224 S DAWSON STREET
RALEIGH,NC27601 		31-1784161 501(C)(3) 25,000       SUPPORT
(74) LEGAL AID OF THE BLUEGRASS
104 EAST 7TH ST
COVINGTON,KY41011 		61-0668572 501(C)(3) 50,000       SUPPORT
(75) LEGAL SERVICES FOR THE ELDERLY
5 WABON STREET
AUGUSTA,ME04330 		01-0359131 501(C)(3) 50,000       SUPPORT
(76) LINWOOD TOWNSHIPLINWOOD SENIOR CTR
22817 TYPO CREEK DRIVE
STACY,MN55079 		41-1367973 STATE/CITY 6,000       SUPPORT
(77) LUZERNEWYOMING AREA AGENCY ON AGING
111 N PENNSYLVANIA BLVD
WILKESBARRE,PA18701 		23-2660272 501(C)(3) 614,312       SUPPORT
(78) MAC INCORPORATED
909 PROGRESS CIRCLE SUITE 100
SALISBURY,MD21804 		52-0992005 501(C)(3) 20,000       SUPPORT
(79) MASSACHUSSETTS ASSOC OF COUNCIL OF AGING & SENIOR CENTER DIRECTORS INC
116 PLEASANT ST SUITE 306
EASTHAMPTON,MA01027 		04-2793624 STATE/CITY 10,000       SUPPORT
(80) MEDICARE RIGHTS CENTER
266 WEST 37TH STREET 3RD FLOOR
NEW YORK,NY10018 		13-3505372 501(C)(3) 50,000       SUPPORT
(81) METROPOLITAN COUNCIL ON JEWISH POVERTY
120 BROADWAY 7TH FL
NEW YORK,NY10271 		13-2738818 501(C)(3) 10,000       SUPPORT
(82) MEXICAN AMERICAN OPPORTUNITY FOUNDATION
972 S GOODRICH BLVD
CITY OF COMMERCE,CA90022 		95-2594166 501(C)(3) 55,000       SUPPORT
(83) MINNESOTA RECREATION & PARK ASSOCIATION
200 CHARLES STREET NE
FRIDLEY,MN55432 		41-1227555 501(C)(3) 20,000       SUPPORT
(84) MISSOURI ASSOCIATION OF AREA AGENCIES ON AGING
1121 BUSINESS LOOP 70E 2A
COLUMBIA,MO65201 		43-1101962 STATE/CITY 75,000       SUPPORT
(85) MORTON SENIOR CENTER
103 WESTLAKE AVE
MORTON,WA98356 		60-2137492 STATE/CITY 12,000       SUPPORT
(86) MOWER COUNTY SENIORS INC
400 3RD AVE NE
AUSTIN,MN55912 		41-1267614 STATE/CITY 6,000       SUPPORT
(87) NATL ASSOCOF AREA AGENCIES ON AGING
PO BOX 791067
BALTIMORE,MD21279 		52-1052345 501(C)(3) 18,750       SUPPORT
(88) NAT'L ASSOC OF STATES UNITED FOR AGING & DISABILITY
1201 15TH ST NW 350
WASHINGTON,DC20005 		39-6095459 501(C)(3) 180,000       SUPPORT
(89) NEIGHBORHOOD CENTER INC
4500 BISSONNETT SUITE 200
HOUSTON,TX77401 		23-7062976 501(C)(3) 7,500       SUPPORT
(90) NEW YORK CITY DEPARTMENT FOR THE AGING
2 LAYFAYETTE ST
NEW YORK,NY10007 		13-3153550 STATE/CITY 300,714       SUPPORT
(91) NORTH CENTRAL TEXAS COUNCIL OF GOVT
PO BOX 5888
ARLINGTON,TX76005 		75-6049012 STATE/CITY 25,000       SUPPORT
(92) UNIVERSITY OF LOUISIANA AT MONROE
700 UNIVERSITY AVENUE
MONROE,LA71209 		501(C)(3) 576,384       SUPPORT
(93) NORTHERN KENTUCKY COMMUNITY ACTION COMMISSION
PO BOX 931
COVINGTON,KY41012 		61-0667805 501(C)(3) 1,273,038       SUPPORT
(94) NORTHFIELD SENIOR CITIZENS INC
1651 JEFFERSON PKWY
NORTHFIELD,MN55057 		41-1346487 501(C)(3) 12,000       SUPPORT
(95) NORTHLAND FOUNDATION
202 W SUPERIOR ST SUITE 610
DULUTH,MN55802 		41-1554455 501(C)(3) 12,000       SUPPORT
(96) NORTHWEST WISCONSIN COMMUNITY SERVICES AGENCY INC
1118 TOWER AVENUE
SUPERIOR,WI54880 		39-1091469 501(C)(3) 6,000       SUPPORT
(97) PARTNERS IN CARE FOUNDATION
732 MOTT ST SUITE 150
SAN FERNANDO,CA91340 		95-3954057 501(C)(3) 11,500       SUPPORT
(98) PATH STONE
400 EAST AVE
ROCHESTER,NY14607 		16-0984913 501(C)(3) 6,412,677       SUPPORT
(99) PORT WASHINGTON ADULT COMMUNITY SENIOR CENTER
100 W GRAND AVE
PORT WASHINGTON,WI53074 		39-6005575 501(C)(3) 6,000       SUPPORT
(100) PULLMAN REGIONAL HOSPITAL FOUNDATION
840 SE BISHOP BLVD SUITE 200
PULLMAN,WA99163 		91-6028220 501(C)(3) 12,000       SUPPORT
(101) REGION EIGHT PLANNING & DEVELOPMENT COUNCIL
131 PROVIDENCE LANE
PETERSBURG,WV26847 		55-0531062 501(C)(3) 533,790       SUPPORT
(102) RIO ARRIBA COUNTY
PO BOX 127
TIERRA AMARILLA,NM87575 		85-6000240 501(C)(3) 45,000       SUPPORT
(103) ROCHDALE VILLAGE SENIOR CENTER
169-65 137TH AVENUE
JAMAICA,NY11434 		11-3397470 501(C)(3) 10,000       SUPPORT
(104) SENIOR CITIZEN SERVICES OF GREATER TARRANT COUNTY
1400 CIRCLE DRIVE 300
FORT WORTH,TX76119 		75-1251339 501(C)(3) 45,000       SUPPORT
(105) SENIOR COMMUNITY OUTREACH
840 WEST AUSTIN AVENUE
ALAMO,TX78516 		74-2805842 501(C)(3) 60,000       SUPPORT
(106) CONEJO VALLEY SENIOR CONCERNS
401 HODENCAMP RD
THOUSAND OAKS,CA91360 		95-2992927 501(C)(3) 10,000       SUPPORT
(107) SENIOR RESOURCES
4 BROADWAY 3RD FLOOR
NORWICH,CT06360 		06-0916608 501(C)(3) 50,000       SUPPORT
(108) SENIOR SERVICES
2208 SECOND AVE SUITE 100
SEATTLE,WA98121 		91-0823767 501(C)(3) 67,525       SUPPORT
(109) SENIOR SERVICES FOR SOUTH SOUND
222 COLUMBIA ST NW
OLYMPIA,WA98501 		91-0907573 501(C)(3) 12,000       SUPPORT
(110) SENIOR SERVICES OF SEATTLEPROJECT ENHANCE
2208 SECOND AVE SUITE 100
SEATTLE,WA98121 		91-1870393 501(C)(3) 8,000       SUPPORT
(111) SOUTH ALABAMA REGIONAL COMMISSION
110 BEAUREGARD ST PO BOX 166
MOBILE,AL36633 		63-0501382 501(C)(3) 60,000       SUPPORT
(112) SOUTHWESTERN COMMUNITY ACTION COUNCIL INC
540 FIFTH AVENUE
HUNTINGTON,WV25701 		55-0488202 501(C)(3) 780,742       SUPPORT
(113) STANFORD UNIVERSITY
PO BOX 44253
SAN FRANCISCO,CA94144 		94-1156365 501(C)(3) 241,314       SUPPORT
(114) STILLAGUAMISH CENTER INC
18308 SMOKEY POINT BLVD
ARLINGTON,WA98223 		23-7087247 501(C)(3) 12,000       SUPPORT
(115) SUNBEAM FAMILY SVCS INC
1100 NW 14TH STREET
OKLAHOMA CITY,OK73106 		73-0590119 501(C)(3) 10,000       SUPPORT
(116) TENNESSEE JUSTICE CENTER INC
301 CHARLOTTE AVE
NASHVILLE,TN37201 		62-1630417 STATE/CITY 45,000       SUPPORT
(117) THE CSU CHICO RESEARCH FOUNDATION
CSU CHICO- BUILDING 25MST
CHICO,CA95929 		68-0386518 501(C)(3) 45,000       SUPPORT
(118) THE HEALTH TRUST
3180 NEWBERRY DRIVE 200
SAN JOSE,CA95118 		94-6050231 501(C)(3) 10,000       SUPPORT
(119) THE LEGACY LINK INC
4080 MUNDY MILL ROAD
OAKWOOD,GA30566 		58-2317890 501(C)(3) 1,163,026       SUPPORT
(120) THE UNIVERSITY AT ALBANY FOUNDATION
1400 WASHINGTON AVE UAB 226
ALBANY,NY12222 		14-1503972 501(C)(3) 85,000       SUPPORT
(121) THREE SQUARE
4190 N PECOS ROAD
LAS VEGAS,NV89115 		30-0396918 501(C)(3) 55,000       SUPPORT
(122) TRUSTEES OF COLUMBIA UNIVERSITY
615 W 131ST ST 3RD FL
NEW YORK,NY10027 		13-5598093 501(C)(3) 50,000       SUPPORT
(123) VILLAGE GREEN FOUNDATION
PO BOX 1317
KINGSTON,WA98346 		91-1248571 501(C)(3) 6,000       SUPPORT
(124) WASECA AREA CAREGIVER SERVICES
113 2ND AVENUE NW
WASECA,MN56093 		47-5597011 STATE/CITY 12,000       SUPPORT
(125) WASHINGTON ASSOCIATION OF AREA AGENCIES ON AGING
2404 HERITAGE COURT SW SUITE A
OLYMPIA,WA98502 		94-3074816 501(C)(3) 20,000       SUPPORT
(126) WASHINGTON COUNTY COMMISSION
140 WEST FRANKLIN STREET 4TH FLOOR
HAGERSTOWN,MD21740 		52-0899001 STATE/CITY 70,000       SUPPORT
(127) WASHINGTON COUNTY DISABILITY AGING & VETERAN SERVICES
180 EAST MAIN ST
HILLSBORO,OR97123 		93-6002316 STATE/CITY 50,000       SUPPORT
(128) WAUSHARA COUNTY DEPT OF AGING
PO BOX 432
WAUTOMA,WI54982 		39-6005759 STATE/CITY 6,000       SUPPORT
(129) WESTERN ARIZONA COUNCIL OF GOVERNMENTS
1235 S REDONDO CENTER DR
YUMA,AZ85364 		86-0262126 STATE/CITY 45,000       SUPPORT
(130) WESTMORELAND COUNTY COMMUNITY COLLEGE
145 PAVILLION LANE
YOUNGWOOD,PA15697 		25-1511934 501(C)(3) 1,176,520       SUPPORT
(131) WISE & HEALTHY AGING
1527 4TH STREET
SANTA MONICA,CA90401 		95-2788014 501(C)(3) 10,000       SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
131
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) 2015

Schedule I (Form 990) 2015
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
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: NCOA GOES THROUGH A DELIBERATIVE PROCESS TO ENGAGE ALL GRANTEES FOR VARIOUS PROJECTS. THEN, DURING THE GRANT PERIOD NCOA REQUIRES PERIODIC PROJECT REPORTING FROM EACH SUCH GRANTEE, WHICH WILL INCLUDE EXPLANATIONS FOR VARIANCES TO THEIR PROJECT BUDGETS. NCOA RESERVES THE RIGHT TO CONDUCT INDEPENDENT AUDITS OF ALL GRANTEES AND OBTAINS COPIES OF EACH ORGANIZATION'S FINANCIAL STATEMENTS AND A-133 AUDITS/UNIFORM GUIDANCE REPORTS AS APPROPRIATE.
Schedule I (Form 990) 2015



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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
NATIONAL COUNCIL ON THE AGING INC
 
Employer identification number

13-1932384
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 on 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 on 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
Yes
 
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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on 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
Yes
 
8
Were any amounts reported on 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" on 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) 2015

Schedule J (Form 990) 2015
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 on 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 in column(B) reported as deferred on prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1JAMES FIRMANCEO AND PRESIDENT-NCOA (i)

(ii)		 283,331
-------------
0 		8,190
-------------
0 		768
-------------
0 		31,856
-------------
0 		32,186
-------------
0 		356,331
-------------
0 		0
-------------
0
2JAY GREENBERGCEO AND PRESIDENT-NCOA SERICES, LLC (i)

(ii)		 244,396
-------------
0 		19,400
-------------
0 		1,477
-------------
0 		15,317
-------------
0 		26,454
-------------
0 		307,044
-------------
0 		0
-------------
0
3DONNA WHITTSENIOR VP/CFO (i)

(ii)		 208,331
-------------
0 		2,483
-------------
0 		445
-------------
0 		12,560
-------------
0 		3,548
-------------
0 		227,367
-------------
0 		0
-------------
0
4HOWARD BEDLINVICE PRESIDENT (i)

(ii)		 183,785
-------------
0 		32,148
-------------
0 		445
-------------
0 		18,289
-------------
0 		28,017
-------------
0 		262,684
-------------
0 		0
-------------
0
5SHARON GLEASONVICE PRESIDENT UNTIL 09/2015 (i)

(ii)		 141,198
-------------
0 		0
-------------
0 		57,404
-------------
0 		13,132
-------------
0 		10,173
-------------
0 		221,907
-------------
0 		0
-------------
0
6RINA PENNACCHIAVICE PRESIDENT (i)

(ii)		 169,133
-------------
0 		1,659
-------------
0 		2,130
-------------
0 		10,508
-------------
0 		12,072
-------------
0 		195,502
-------------
0 		0
-------------
0
7MARLENE SCHNEIDERVICE PRESIDENT (i)

(ii)		 157,167
-------------
0 		1,543
-------------
0 		445
-------------
0 		9,753
-------------
0 		13,599
-------------
0 		182,507
-------------
0 		0
-------------
0
8WENDY ZENKERSR. VICE PRESIDENT (i)

(ii)		 149,363
-------------
0 		1,440
-------------
0 		683
-------------
0 		9,121
-------------
0 		4,272
-------------
0 		164,879
-------------
0 		0
-------------
0
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
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
PART I, LINE 4A A VICE PRESIDENT RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $57,291. THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III) OTHER REPORTABLE COMPENSATION. DETAILS ARE AVAILABLE TO THE IRS UPON REQUEST.
PART I, LINE 7 BONUS PAYMENT WAS BASED ON MEETING INDIVIDUALS GOALS.
Schedule J (Form 990) 2015
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 990-EZ 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
2015
Open to Public
Inspection
Name of the organization
NATIONAL COUNCIL ON THE AGING INC
 
Employer identification number

13-1932384
Return Reference Explanation
FORM 990, PAGE 1, LINE 5, NUMBER OF EMPLOYEES NCOA/NCOAS HAD 94 EMPLOYEES DURING CALENDAR YEAR-END 2015; THERE WERE ALSO 1200 W-2S SENT TO ENROLLES OF U.S. GOVT. GRANT PROGRAMS THAT ARE INCLUDED FOR THE TOTAL OF 1294 REPORTED IN PART V LINE 2A.
FORM 990, PART VI, SECTION B, LINE 11 AN INDEPENDENT ACCOUNTING FIRM PREPARES THE 990 WHICH IS REVIEWED AND APPROVED BY THE MANAGEMENT AND THE AUDIT COMMITTEE, A SUBCOMMITTEE OF THE NCOA BOARD. THE FULL NCOA BOARD IS SENT A COPY BY EMAIL BEFORE FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS OR TRUSTEES AND KEY EMPLOYEES ANNUALLY CONFIRM UNDER THE CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SECTION B, LINE 15 NCOA (PARENT) CEO COMPENSATION IS APPROVED BY A COMMITTEE OF THE BOARD AFTER STUDYING SURVEYS AND COMPARABLE COMPENSATION AT LIKE ORGANIZATIONS. THE NCOA SERVICES, LLC (SINGLE MEMBER LLC) ALSO HAS A CEO AND THE LLC BOARD APPROVES THAT PERSON'S COMPENSATION. THERE IS ALSO A FORMAL PROCESS FOR ANNUAL PERFORMANCE APPRAISALS AND COMPENSATION REVIEWS FOR THE TWO CEO'S AS WELL AS ALL KEY EMPLOYEES WHICH DOES INCLUDE MULTIPLE LEVEL REVIEWS, COMPARING TO MARKET BENCHMARKS AND GAINING BOARD APPROVAL FOR TOTAL BUDGETED COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19 NCOA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS AND THE FORM 990S ARE ALSO PROVIDED IN A LINK FROM NCOA'S WEBSITE.
FORM 990, PART I, LINE 3 & PART VI, SECTION A, LINE 1A, VOTING BOARD MEMBER DURING FY16, THERE WERE TWENTY VOTING BOARD MEMBERS. ALL VOTING BOARD MEMBERS ARE LISTED IN FORM 990, PART VII. THE NCOA BOARD MEETS IN SEPTEMBER-OCTOBER AND MEMBERS LEAVE AND NEW MEMBERS JOIN. THREE BOARD MEMBERS LEFT DURING THIS PERIOD. AT JUNE 30, 2016, THERE WERE ONLY SEVENTEEN VOTING BOARD MEMBERS.
FORM 990, PART XI, LINE 9: PENSION-RELATED CHANGES OTHER THAN NET PERIODIC COST -1,659,657.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2015


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SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
NATIONAL COUNCIL ON THE AGING INC
 
Employer identification number

13-1932384
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) NCOA SERVICES LLC
251 18TH STREET SOUTH STE 500
ARLINGTON,VA22202
46-3856522 		RETIREMENT EDUCATION PROGRAMS DE 4,518,999 2,679,221 NATIONAL COUNCIL ON AGING INC
 










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) NCOA DEVELOPMENT CORP

251 18TH STREET SOUTH STE 500
ARLINGTON,VA22202
52-1926577 		PROCESS GRANT DC NATIONAL COUNCIL ON THE AGING INC
  		C     100.000 % Yes  












Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2015

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