Form990


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)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
A For the 2024 calendar year, or tax year beginning 07-01-2024 , and ending 06-30-2025
BCheck if applicable:
CName of organization
NATIONAL COUNCIL ON AGING INC
 
 
Doing business as
NCOA
 
Number and street (or P.O. box if mail is not delivered to street address)
251 18TH ST S 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 $ 79,525,676
F Name and address of principal officer:
RAMSEY ALWIN
251 18TH ST S 500
ARLINGTON,VA22202
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
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  
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
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 11
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 11
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 569
6 Total number of volunteers (estimate if necessary) ............. 6 11
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 93,113,102 72,584,997
9 Program service revenue (Part VIII, line 2g) ......... 4,058,047 5,047,403
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 377,373 259,053
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 97,548,522 77,891,453
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 64,738,558 46,499,608
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) 14,106,493 15,118,479
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 12,278
b Total fundraising expenses (Part IX, column (D), line 25) 1,640,637    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 19,313,143 19,857,975
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 98,158,194 81,488,340
19 Revenue less expenses. Subtract line 18 from line 12....... -609,672 -3,596,887
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 23,241,798 19,880,369
21 Total liabilities (Part X, line 26)............. 13,302,367 12,756,272
22 Net assets or fund balances. Subtract line 21 from line 20..... 9,939,431 7,124,097
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
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



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 (2024)
Form 990 (2024)
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: NCOA IS THE NATIONAL VOICE FOR EVERY PERSON'S RIGHT TO AGE WELL. WORKING WITH THOUSANDS OF NATIONAL AND LOCAL PARTNERS, WE PROVIDE RESOURCES, TOOLS, BEST PRACTICES, AND ADVOCACY TO ENSURE EVERY PERSON CAN AGE WITH HEALTH AND FINANCIAL SECURITY. (CONT'D ON SCHEDULE O)FOUNDED IN 1950, WE ARE THE OLDEST NATIONAL ORGANIZATION FOCUSED ON 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 $ 35,639,486 including grants of $ 29,467,193 ) (Revenue $   )
WORKFORCE DEVELOPMENT: PROVIDE TRAINING, SUPPORT, AND JOB PLACEMENT TO ENABLE OLDER ADULTS TO REENTER THE WORKFORCE.
4b (Code:   ) (Expenses $ 19,883,443 including grants of $ 10,131,081 ) (Revenue $ 256,656 )
ECONOMIC WELL BEING: PROVIDE SERVICES AND SUPPORTS TO INCREASE OLDER ADULTS' ACCESS TO BENEFITS PROGRAMS THAT INCREASE THEIR FINANCIAL SECURITY.
4c (Code:   ) (Expenses $ 13,909,669 including grants of $ 6,882,334 ) (Revenue $ 440,219 )
HEALTHY AGING PROGRAMS: SUPPORT THE EXPANSION AND SUSTAINABILITY OF HEALTH PROMOTION AND DISEASE PREVENTION PROGRAMS FOR OLDER ADULTS.
(Code:   ) (Expenses $ 4,363,366 including grants of $ 19,000 ) (Revenue $ 4,251,525 )
AWARENESS AND OUTREACH
(Code:   ) (Expenses $ 1,459,720 including grants of $   ) (Revenue $   )
PUBLIC POLICY AND ADVOCACY
(Code:   ) (Expenses $ 142,434 including grants of $   ) (Revenue $ 99,003 )
AGING MASTERY PROGRAM
4d Other program services (Describe in Schedule O.)
(Expenses $ 5,965,520 including grants of $ 19,000 ) (Revenue $ 4,350,528 )
4e Total program service expenses75,398,118
Form 990 (2024)
Form 990 (2024)
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
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
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
List of Attached Documents:
// Content
.............
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
List of Attached Documents:
// Content
.........
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 Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
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
List of Attached Documents:
// Content
.........................
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
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
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
List of Attached Documents:
// Content
..............
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 V......
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
List of Attached Documents:
// Content
...................
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
List of Attached Documents:
// Content
.......
11b
 
No
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
List of Attached Documents:
// Content
.......
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
List of Attached Documents:
// Content
............
11d
Yes
 
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
......................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
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
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) 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 the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? 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
List of Attached Documents:
// Content
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
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
396
b
Enter the number of Forms W-2G included on 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
 
Form 990 (2024)
Form 990 (2024)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
569
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
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:
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
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
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
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
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
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2024)
Form 990 (2024)
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
11
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
11
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 on 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 on 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 on 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 filed
AL , AK , AR , CA , CO , CT , DC , FL , GA , IL , KS , KY , ME , MD , MA , MI , MN , MS , NH , NJ , NM , NY , NV , NC , ND , OH , OK , OR , PA , RI , SC , TN , UT , VA , WA , WV , WI
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 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:
KEVIN MADDEN CHIEF FINANCIAL OFFIC251 18TH ST S 500   ARLINGTON,VA22202 (571) 527-3900
Form 990 (2024)
Form 990 (2024)
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 the 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, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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.

See the instructions for the order in which to list the persons above.
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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(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) SOMAVA SAHA......................................................................
CHAIR
1.00
.................
0.10
X   X       0 0 0
(2) CONSTANCE WEAVER......................................................................
TREASURER
1.00
.................
0.10
X   X       0 0 0
(3) PETER ZIEBELMAN......................................................................
SECRETARY
1.00
.................
 
X   X       0 0 0
(4) PHILIP BUCHANAN......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(5) KATHY J GREENLEE......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(6) DAVID MARKIEWICZ......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(7) ELIZABETH S PALMER......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(8) MARTHA PELAEZ......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(9) CHERYL E WOODSON MD......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(10) ELIZABETH COLE......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(11) SIAN-PIERRE REGIS......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(12) RAMSEY ALWIN......................................................................
PRESIDENT & CEO
40.00
.................
 
    X       491,216 0 50,737
(13) KEVIN MADDEN......................................................................
CFO
40.00
.................
 
    X       292,835 0 21,590
(14) JOSHUA HODGES......................................................................
CHIEF CUSTOMER OFFICER
40.00
.................
 
    X       283,452 0 34,630
(15) KAREN DAVIS......................................................................
CMO THRU 5/2025
40.00
.................
 
    X       281,365 0 19,042
(16) ALFREDA DAVIS......................................................................
CHIEF OF STAFF THRU 12/2024
40.00
.................
 
    X       215,677 0 15,707
(17) HOWARD BEDLIN......................................................................
SENIOR DIRECTOR THRU 12/2024
40.00
.................
 
        X   245,494 0 44,890
Form 990 (2024)
Form 990 (2024)
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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(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) NICOLE KNOWLES........................................................................
SENIOR DIRECTOR
40.00
.......................  
        X   229,849 0 56,261
(19) STEPHEN SMITH........................................................................
SENIOR DIRECTOR THRU 4/2025
40.00
.......................  
        X   205,605 0 41,787
(20) KATHLEEN CAMERON........................................................................
SENIOR DIRECTOR THRU 12/2024
40.00
.......................  
        X   197,788 0 41,141
(21) AISHA WILLIAMS........................................................................
SENIOR DIRECTOR
40.00
.......................  
        X   187,681 0 12,922


















1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 2,630,962 0 338,707
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 46
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
CUMULUS CARE INC

PO BOX 104
JERICHO,VT05465
CONSULTING 701,854
MISSION METRICS LLC

2405 N SHEFFIELD AVE
CHICAGO,IL60614
CONSULTING 612,441
ALLEY INTERACTIVE LLC

228 PARK AVE
NEW YORK,NY10002
CONSULTING 554,450
PALLADIAN PARTNERS INC

8484 GEORGIA AVE
SILVER SPRING,MD20910
CONSULTING 553,088
M&R STRATEGIC SERVICES

1101 CONNECTICUT AVE NW
WASHINGTON,DC20036
CONSULTING 496,698
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 33
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 69,761,497
f All other contributions, gifts, grants, and similar amounts not included above1f 2,823,500
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f....... 72,584,997
 Program Service RevenueAmt Business Code
2a RETIREMENT ED PROGRAMS 900099 5,047,403 5,047,403    
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ..... 5,047,403
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 259,053     259,053
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a    
b Less: rental expenses 6b    
c Rental income or (loss) 6c    
d Net rental income or (loss).......        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 1,634,223  
b Less: cost or other basis and sales expenses 7b 1,634,223  
c Gain or (loss) 7c 0  
d Net gain or (loss)......... 0      
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..        
 OtherRevenueMiscAmt
Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......  
12 Total revenue. See instructions..... 77,891,453 5,047,403 0 259,053
Form 990 (2024)
Form 990 (2024)
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 .... 46,499,608 46,499,608
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 1,848,688 1,412,573 311,081 125,034
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........ 10,240,893 7,762,420 1,767,896 710,577
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 867,624 690,037 126,672 50,915
9 Other employee benefits ....... 1,225,019 974,280 178,854 71,885
10 Payroll taxes ........... 936,255 709,883 161,471 64,901
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 33,917 1,235 32,682  
c Accounting ........... 88,754   88,754  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17 12,278 12,278
f Investment management fees ...... 65,356   65,356  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 11,259,465 10,394,944 732,531 131,990
12 Advertising and promotion ....        
13 Office expenses ....... 659,151 349,038 28,603 281,510
14 Information technology ...... 2,057,512 1,449,067 526,669 81,776
15 Royalties ..        
16 Occupancy ........... 901,469 737,253 121,805 42,411
17 Travel ............ 400,727 332,666 60,106 7,955
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 302,893 214,967 83,890 4,036
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 283,227 214,307 56,709 12,211
23 Insurance ...        
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 2,339,245 2,339,245    
b OUTREACH ADVERTISING 1,389,379 1,306,873 39,348 43,158
c UNALLOWABLE 76,880 9,722 67,158  
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 81,488,340 75,398,118 4,449,585 1,640,637
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 if following SOP 98-2 (ASC 958-720).        
Form 990 (2024)
Form 990 (2024)
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 ........ 827,098 1 871,076
2 Savings and temporary cash investments ......... 2,524,838 2 1,104,744
3 Pledges and grants receivable, net ...... 6,712,872 3 7,140,383
4 Accounts receivable, net ............. 1,024,803 4 364,490
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............ 65,245 8  
9 Prepaid expenses and deferred charges ...... 260,424 9 405,321
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 2,179,458
b Less: accumulated depreciation 10b 1,631,800 830,885 10c 547,658
11 Investments—publicly traded securities . 6,177,235 11 5,174,437
12 Investments—other securities. See Part IV, line 11 ..... 436,978 12 401,858
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 4,381,420 15 3,870,402
16 Total assets. Add lines 1 through 15 (must equal line 33)... 23,241,798 16 19,880,369
Liabilities 17 Accounts payable and accrued expenses ..... 7,216,428 17 7,090,915
18 Grants payable ...   18  
19 Deferred revenue ......... 446,156 19 967,055
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 any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  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 5,639,783 25 4,698,302
26 Total liabilities. Add lines 17 through 25.. 13,302,367 26 12,756,272
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 6,026,596 27 4,619,426
28 Net assets with donor restrictions ........... 3,912,835 28 2,504,671
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 9,939,431 32 7,124,097
33 Total liabilities and net assets/fund balances ........ 23,241,798 33 19,880,369
Form 990 (2024)
Form 990 (2024)
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
77,891,453
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
81,488,340
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-3,596,887
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
9,939,431
5
Net unrealized gains (losses) on investments ...............
5
468,634
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
312,919
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
7,124,097
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 on
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 Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
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 (2024)
Form 990 (2024)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
Name of the organization
NATIONAL COUNCIL ON 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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
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- 10 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) 2024

Schedule A (Form 990) 2024
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 failed 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) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 53,293,424 68,763,089 66,238,999 93,113,102 72,584,997 353,993,611
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 53,293,424 68,763,089 66,238,999 93,113,102 72,584,997 353,993,611
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) .. 740,019
6 Public support. Subtract line 5 from line 4. 353,253,592
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
7 Amounts from line 4.. 53,293,424 68,763,089 66,238,999 93,113,102 72,584,997 353,993,611
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 79,506 66,722 369,367 377,373 259,053 1,152,021
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.)..            
11 Total support. Add lines 7 through 10 355,145,632
12
12
14,715,657
13
First 5 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
99.470 %
15
15
98.500 %
16a
33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
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) 2024

Schedule A (Form 990) 2024
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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 on 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
First 5 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
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, 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 lines 3b and 3c 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 box 12a or 12b in Part I, answer lines 4b and 4c 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 lines 5b and 5c 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) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
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 on 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 on 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) 2024

Schedule A (Form 990) 2024
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 on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, 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 line 2 above, 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 lines 2a and 2b 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 on line 2a, above 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 lines 3a and 3b 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?If "Yes" or "No", 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) 2024

Schedule A (Form 990) 2024
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 0.015 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 0.035 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) 2024

Schedule A (Form 990) 2024
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 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8  
9 Distributable amount for 2024 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2024
(iii)
Distributable
Amount for 2024
1 Distributable amount for 2024 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2024:
a From 2019.......  
b From 2020.......  
c From 2021.......  
d From 2022.......  
e From 2023.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2024 distributable amount  
i Carryover from 2019 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2024 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2024 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2024, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2024. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2025. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2020.....  
b Excess from 2021.....  
c Excess from 2022.....  
d Excess from 2023.....  
e Excess from 2024.....  
Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024
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 (Form 990) 2024


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
NATIONAL COUNCIL ON AGING INC
 
Employer identification number

13-1932384
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
NATIONAL COUNCIL ON 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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
NATIONAL COUNCIL ON 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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
NATIONAL COUNCIL ON 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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990)

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

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
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 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. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................right arrow
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

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 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
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 ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

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

$  
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.
Cat. No. 50084S
Schedule C (Form 990) 2024

Schedule C (Form 990) 2024
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 right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
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) ...................... 4,067  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................ 77,280  
c Total lobbying expenditures (add lines 1a and 1b) ............................................................ 81,347  
d Other exempt purpose expenditures ............................................................................... 81,341,637  
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................. 81,422,984  
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) 2021 (b) 2022 (c) 2023 (d) 2024 (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 29,274 23,387 50,654 81,347 184,662
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 1,464 1,169 2,533 4,067 9,233
Schedule C (Form 990) 2024


Schedule C (Form 990) 2024
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)
Yes
No
(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) 2024


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow 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.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
NATIONAL COUNCIL ON 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 July 25, 2006, 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 right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
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
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
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 FASB 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 FASB 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 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
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 FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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 right arrow  
b
Permanent endowment right arrow  
c
Term endowment right arrow  
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   1,272,168 1,064,673 207,495
d Equipment ....   94,257 94,257 0
e Other .....   813,033 472,870 340,163
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 547,658
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow  
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.)right arrow  
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)OPERATING LEASE RIGHT-OF-USE ASSETS, NET 3,819,818
(2)DEFERRED COMPENSATION 50,584
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 3,870,402
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  
OPERATING LEASE LIABILITIES, NET 4,647,718
DEFERRED COMPENSATION LIABILITY 50,584







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 4,698,302
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) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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 78,623,340
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 468,634
b Donated services and use of facilities ......... 2b 328,609
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ........... 2d  
e Add lines 2a through 2d ..................... 2e 797,243
3 Subtract line 2e from line 1.................. 3 77,826,097
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 65,356
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c 65,356
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 77,891,453
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 81,751,593
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 328,609
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ........... 2d  
e Add lines 2a through 2d.................... 2e 328,609
3 Subtract line 2e from line 1................... 3 81,422,984
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 65,356
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b..................... 4c 65,356
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 81,488,340
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE, AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE CODE. AS SUCH, THE ORGANIZATION IS TAXED ONLY ON ITS UNRELATED BUSINESS INCOME. NO PROVISION FOR INCOME TAXES WAS REQUIRED FOR FISCAL YEARS 2025 AND 2024. THE ORGANIZATION IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS.
Schedule D (Form 990) (Rev. 1-2025)


Additional Data


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Schedule I
(Form 990)
(Rev. January 2025)
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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
NATIONAL COUNCIL ON 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
noncash assistance
(h) Purpose of grant
or assistance
(1) ADELANTE DEVLOPMENT CENTER
3900 OSUNA RD NE
ALBUQUERQUE,NM87109
85-0262072 501(C)(3) 140,000 0     SUPPORT
(2) ADVANCING STATES
241 18TH STREET SOUTH SUITE 403
ARLINGTON,VA22202
39-6095459 501(C)(3) 444,219 0     SUPPORT
(3) AGEOPTIONS
1048 LAKE STREET SUITE 300
OAK PARK,IL60301
36-2806193 501(C)(3) 198,035 0     SUPPORT
(4) AGESMART COMMUNITY RESOURCES
7 BRONZE POINT S STE B
SWANSEA,IL62226
37-0986597 501(C)(3) 90,000 0     SUPPORT
(5) ALIVIO MEDICAL CENTER INC
966 WEST 21ST STREET
CHICAGO,IL60608
36-3661051 501(C)(3) 90,000 0     SUPPORT
(6) ANCHORAGE SENIOR ACTIVITY CENTER
1300 EAST 19TH AVE
ANCHORAGE,AK99501
92-0086821 501(C)(3) 100,000 0     SUPPORT
(7) ARKANSAS HUNGER RELIEF ALLIANCE INC
1400 W MARKHAM STREET
LITTLE ROCK,AR72201
30-0254995 501(C)(3) 20,000 0     SUPPORT
(8) ARKANSAS RURAL HEALTH PARTNERSHIP
PO BOX 5
WARREN,AR71671
26-3424681 501(C)(3) 40,000 0     SUPPORT
(9) ARLINGTON COUNTY
PO BOX 1754
MERRIFIELD,VA22116
54-6001123 STATE/CITY 90,000 0     SUPPORT
(10) ASIAN SERVICES IN ACTION
370 E MARKET STREET
AKRON,OH44304
34-1798850 501(C)(3) 160,000 0     SUPPORT
(11) ASTER AGING INC
45 W UNIVERSITY DRIVE SUITE A
MESA,AZ85201
94-2596075 501(C)(3) 150,000 0     SUPPORT
(12) ATLANTA COMMUNITY FOOD BANK
3400 N DESERT DRIVE
ATLANTA,GA30344
58-1376648 501(C)(3) 186,071 0     SUPPORT
(13) BIG SANDY AREA COMMUNITY ACTION PROGRAM INC
JOHNSON COUNTY COURTHOUSE 3RD FLOOR
PAINTSVILLE,KY41240
61-0653946 501(C)(3) 453,167 0     SUPPORT
(14) BRIDGE TO HEALTH NM
33A THANPI TSIDE POE
SANTA FE,NM87506
86-2703121 501(C)(3) 135,098 0     SUPPORT
(15) BUTLER COUNTY
205 W CENTRAL AVENUE
EL DORADO,KS67042
48-6035405 STATE/CITY 50,000 0     SUPPORT
(16) CAPITOL HILL VILLAGE
1355 E STREET SE
WASHINGTON,DC20003
20-5150809 501(C)(3) 100,000 0     SUPPORT
(17) CAPIUSA
5930 BROOKLYN BOULEVARD
BROOKLYN CENTER,MN55429
41-1417198 501(C)(3) 110,000 0     SUPPORT
(18) CATHOLIC CHARITIES ARCHDIOCESE OF NEW ORLEANS
1000 HOWARD AVE SUITE 200
NEW ORLEANS,LA70113
72-0408911 501(C)(3) 90,000 0     SUPPORT
(19) CATHOLIC CHARITIES OF HAWAII
1822 KEEAUMOKU STREET
HONOLULU,HI96822
99-0073547 501(C)(3) 90,000 0     SUPPORT
(20) CATHOLIC CHARITIES OF NORTHERN NEVADA
500 EAST 4TH STREET
RENO,NV89513
88-0339754 501(C)(3) 100,000 0     SUPPORT
(21) CATHOLIC CHARITIES OF WEST VIRGINIA
2000 MAIN STREET
WHEELING,WV26003
55-0391262 501(C)(3) 20,000 0     SUPPORT
(22) CATHOLIC FAMILY AND COMMUNITY SERVICES
775 VALLEY ROAD
CLIFTON,NJ07013
22-1487121 501(C)(3) 249,999 0     SUPPORT
(23) CATHOLIC SOCIAL SERVICES
197 E GAY STREET 2ND FLOOR
COLUMBUS,OH43215
31-4379437 501(C)(3) 50,000 0     SUPPORT
(24) CENTER FOR HEALTH CARE STRATEGIES INC
300 AMERICAN METRO BLVD
HAMILTON,NJ08619
22-3375015 501(C)(3) 22,089 0     SUPPORT
(25) CENTER FOR INDEPENDENCE OF THE DISABLED IN NEW YORK INC
1010 AVE AMERICAS SUITE 301
NEW YORK,NY10018
13-2984549 501(C)(3) 133,035 0     SUPPORT
(26) CENTER FOR INNOVATION INC
1306 CONCOURSE DRIVE SUITE 204
LINTHICUM,MD21090
47-5586381 501(C)(3) 20,500 0     SUPPORT
(27) CENTRAL VIRGINIA FOOD BANK
8020 VILLA PARK DRIVE
RICHMOND,VA23228
54-1150923 501(C)(3) 20,000 0     SUPPORT
(28) CHICANOS POR LA CAUSA INC
1112 E BUCKEYE RD
PHOENIX,AZ85034
86-0227210 501(C)(3) 90,000 0     SUPPORT
(29) CHINATOWN SERVICE CENTER
767 N HILL STREET SUITE 400
LOS ANGELES,CA90012
95-2918844 501(C)(3) 249,999 0     SUPPORT
(30) CHINESE AMERICAN PLANNING COUNCIL
150 ELIZABETH STREET
NEW YORK,NY10012
13-6202692 501(C)(3) 95,000 0     SUPPORT
(31) CHINESE INFORMATION & SERVICES CENTER
611 SOUTH LANE ST
SEATTLE,WA98104
23-7438529 501(C)(3) 264,584 0     SUPPORT
(32) CITY OF ALEXANDRIA
PO BOX 178
ALEXANDRIA,VA22313
54-6001103 STATE/CITY 40,000 0     SUPPORT
(33) CITY OF EL PASO
300 N CAMPBELL STREET
EL PASO,TX79901
74-6000749 STATE/CITY 20,000 0     SUPPORT
(34) COMMUNITY ACTION MARIN
555 NORTHGATE DRIVE
SAN RAFAEL,CA94903
94-6136365 501(C)(3) 90,000 0     SUPPORT
(35) COMMUNITY HEALTH CENTER OF SOUTHEAST KANSAS INC
3011 N MICHIGAN STREET
PITTSBURG,KS667622546
75-3002264 501(C)(3) 93,902 0     SUPPORT
(36) COMMUNITY HEALTH CLINICS INC
211 16TH AVENUE NORTH
NAMPA,ID83653
82-0300537 501(C)(3) 110,000 0     SUPPORT
(37) COMMUNITY HEALTH INITIATIVE OF ORANGE COUNTY
1505 E 17TH STREET
SANTA ANA,CA92706
47-2671013 501(C)(3) 32,500 0     SUPPORT
(38) CONNECTIONS FOR INDEPENDENT LIVING
1331 8TH AVE
GREELEY,CO80631
74-2418249 501(C)(3) 50,000 0     SUPPORT
(39) COUNCIL ON AGING FOR SOUTHEASTERN VT INC
38 PLEASANT STREET
SPRINGFIELD,VT05156
22-2738766 501(C)(3) 60,000 0     SUPPORT
(40) COUNCIL ON AGING OF GREATER NASHVILLEAGEWELL
PO BOX 158309
NASHVILLE,TN37215
62-1867122 STATE/CITY 90,000 0     SUPPORT
(41) COUNCIL ON AGING SERVICES FOR SENIORS
30 KAWANA SPRINGS ROAD
SANTA ROSA,CA95404
94-6138714 501(C)(3) 20,000 0     SUPPORT
(42) COUNCIL ON AGING SOUTHWESTERN OHIO
4601 MALSBARY ROAD
BLUE ASH,OH46242
31-0807186 501(C)(3) 90,000 0     SUPPORT
(43) COUNTY OF BERGEN (NJ)
ONE BERGEN COUNTY PLAZA
ADMINSTRATION BUILDING
HACKENSACK,NJ07601
22-6002426 STATE/CITY 20,000 0     SUPPORT
(44) COUNTY OF ERIE (NY)
95 FRANKLIN STREET
BUFFALO,NY14202
16-6002558 STATE/CITY 90,000 0     SUPPORT
(45) COUNTY OF MCDOWELL
100 SPAULDING ROAD
MARION,NC28752
56-6000318 STATE/CITY 20,000 0     SUPPORT
(46) COUNTY OF MILWAUKEE
901 N 9TH STREET
MILWAUKEE,WI53205
39-6005720 STATE/CITY 160,000 0     SUPPORT
(47) CRISPUS ATTUCKS ASSOCIATION
605 SOUTH DUKE STREET
YORK,PA17401
23-1365320 501(C)(3) 765,498 0     SUPPORT
(48) CUMAC ECHO INC
223 ELLISON STREET
PATERSON,NJ07509
22-2657737 501(C)(3) 75,000 0     SUPPORT
(49) CURATORS OF THE UNIVERSITY OF MISSOURI
601 TURNER AVENUE
COLUMBIA,MO65211
43-6003859 STATE/CITY 74,075 0     SUPPORT
(50) DALLAS COUNTY
500 ELM STREET SUITE 400
DALLAS,TX75202
75-6000905 STATE/CITY 90,000 0     SUPPORT
(51) DAVIS COUNTY GOVERNMENT
61 SOUTH MAIN STREET
FARMINGTON,UT84025
87-6000297 STATE/CITY 20,000 0     SUPPORT
(52) DELTA HEALTH ALLIANCE INC
PO BOX 277
STONEVILLE,MS38776
47-0915576 501(C)(3) 144,906 0     SUPPORT
(53) DEPARTMENT OF AGING DISABILITY SERVICES
55 FAMRINGTON AVENUE
HARTFORD,CT06105
45-4078714 STATE/CITY 61,963 0     SUPPORT
(54) DISABILITY SERVICES AND LEGAL CENTER
521 MENDOCINO AVENUE
SANTA ROSA,CA95401
94-2345086 501(C)(3) 69,806 0     SUPPORT
(55) DISABLED RESOURCES SERVICES
2154 W EISENHOWER BLVD UNIT 5
LOVELAND,CO80537
74-2346897 501(C)(3) 50,000 0     SUPPORT
(56) DUKE UNIVERSITY
324 BLACKWELL STREET SUITE 900
DURHAM,NC27701
56-0532129 501(C)(3) 160,000 0     SUPPORT
(57) EASTERN AREA AGENCY ON AGING
240 STATE STREET
BREWER,ME04412
01-0328376 501(C)(3) 50,000 0     SUPPORT
(58) EASTERN CONNECTICUT AREA AGENCY ON AGINGSENIOR RESOURCES
19 OHIO AVENUE
NORWICH,CT06360
06-0916608 501(C)(3) 50,000 0     SUPPORT
(59) ELDER LAW OF MICHIGAN INC
3815 W ST JOSEPH STE C-200
LANSING,MI48917
38-2960530 501(C)(3) 90,000 0     SUPPORT
(60) ELDER OPTIONS
100 SW 75TH STREET
GAINESVILLE,FL32607
59-1777567 501(C)(3) 149,978 0     SUPPORT
(61) ELDERBRIDGE AGENCY ON AGING
1190 BRIARSTONE DRIVE SUITE 3
MASON CITY,IA50401
42-1155559 501(C)(3) 50,000 0     SUPPORT
(62) ELDERSOURCE
10688 OLD ST AUGUSTINE ROAD
JACKSONVILLE,FL32257
59-1569867 501(C)(3) 90,000 0     SUPPORT
(63) EMORY UNIVERSITY
PO BOX 935084
ATLANTA,GA31193
58-0566256 501(C)(3) 74,996 0     SUPPORT
(64) ENDEPENDENCE CENTER OF NORTHERN VIRGINIA
1550 CRYSTAL DRIVE SUITE 810
ARLINGTON,VA22202
51-1302368 501(C)(3) 90,000 0     SUPPORT
(65) EPWORTH CHILDREN'S HOME
2900 MILLWOOD AVE
COLUMBIA,SC29205
57-0314389 501(C)(3) 20,000 0     SUPPORT
(66) FAMICOS FOUNDATION
1375 ANSEL ROAD
CLEVELAND,OH44106
34-1053534 501(C)(3) 90,000 0     SUPPORT
(67) FAMILY HEALTH CENTERS OF SAN DIEGO INC
823 GATEWAY CENTER WAY
SAN DIEGO,CA92102
95-2833205 501(C)(3) 140,000 0     SUPPORT
(68) FEEDING THE GULF COAST
5248 MOBILE SOUTH STREET
THEODORE,AL36582
63-0821997 501(C)(3) 40,000 0     SUPPORT
(69) FELTON INSTITUTE
1388 SUTTER STREET SUITE 600
SAN FRANCISCO,CA94109
94-1156530 501(C)(3) 1,933,658 0     SUPPORT
(70) FIVE COUNTY ASSOCIATION OF GOVT
1070 WEST 1600 SOUTH BLDG B
ST GEORGE,UT84770
87-0304025 501(C)(3) 90,000 0     SUPPORT
(71) FLORIDA HEALTH SCIENCES
PO BOX 1289
TAMPA,FL33601
59-3458145 501(C)(3) 200,000 0     SUPPORT
(72) FOOD BANK OF DELAWARE
222 LAKE DRIVE
NEWARK,DE19702
51-0258984 501(C)(3) 20,000 0     SUPPORT
(73) GEORGIA LEGAL SERVICES PROGRAM INC
104 MARIETTA STREET SUITE 250
ATLANTA,GA30303
58-1111590 501(C)(3) 90,000 0     SUPPORT
(74) GUNNISON COUNTY
200 E VIRGINIA AVE
GUNNISON,CO81230
84-6000770 STATE/CITY 12,500 0     SUPPORT
(75) HABITAT FOR HUMANITY DETROIT
14325 JANE STREET
DETROIT,MI48205
38-2708025 501(C)(3) 20,000 0     SUPPORT
(76) HANA CENTER
4300 N CALIFORNIA AVE
CHICAGO,IL60618
36-2746468 501(C)(3) 100,000 0     SUPPORT
(77) HARRISBURG AREA YMCA
805 N FRONT STREET
HARRISBURG,PA17102
23-1665437 501(C)(3) 50,000 0     SUPPORT
(78) HARVARD COMMUNITY SENIOR CENTER
6817 HARVARD HILLS ROAD
HARVARD,IL60033
46-0683783 501(C)(3) 12,500 0     SUPPORT
(79) HEART OF AMERICA INDIAN CENTER
600 W 39TH STREET
KANSAS CITY,MO64111
43-1012392 501(C)(3) 50,000 0     SUPPORT
(80) HIGH COUNTRY COUNCIL OF GOVERNMENTS
468 NEW MARKET BLVD
BOONE,NC28607
56-1074932 STATE/CITY 144,987 0     SUPPORT
(81) HOPES COMMUNITY ACTION PARTNERSHIP INC
301 GARDEN STREET
HOBOKEN,NJ07030
22-1801849 501(C)(3) 140,000 0     SUPPORT
(82) HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC
32 S TRACY AVE
BOZEMAN,MT59715
81-0350886 501(C)(3) 20,000 0     SUPPORT
(83) HUNGER FREE COLORADO
3840 YORK STREET
DENVER,CO80205
68-0551464 501(C)(3) 20,000 0     SUPPORT
(84) HUNGER FREE OKLAHOMA
907 S DETROIT AVE SUITE 600
TULSA,OK74120
88-2180580 501(C)(3) 40,000 0     SUPPORT
(85) IDAHO HUNGER RELIEF TASK FORCE INC
PO BOX 15692
BOISE,ID83715
81-3084559 501(C)(3) 40,000 0     SUPPORT
(86) INDIANHEAD COMMUNITY ACTION AGENCY
1000 COLLEGE AVENUE WEST
LADYSMITH,WI54848
39-1086966 501(C)(3) 249,999 0     SUPPORT
(87) INDO-AMERICAN CENTER IAC
6328 N CALIFORNIA AVE
CHICAGO,IL60659
36-3689665 501(C)(3) 90,000 0     SUPPORT
(88) INTERNATIONAL COMMUNITY HEATH SERVICES
PO BOX 3007
SEATTLE,WA97114
91-0947084 501(C)(3) 150,000 0     SUPPORT
(89) IOWA DEPARTMENT OF HEALTH AND HUMAN SERVICES
1305 E WALNUT STREET
DES MOINES,IA50319
92-2490034 STATE/CITY 75,000 0     SUPPORT
(90) JEWISH FAMILY SERVICES OF SAN DIEGO
8804 BALBOA AVE
SAN DIEGO,CA92123
95-1644024 501(C)(3) 20,000 0     SUPPORT
(91) KANSAS STATE UNIVERSITY
1601 VATTIER STREET 103 FAIRCHILD
HALL
MANHATTAN,KS66506
48-0771751 STATE/CITY 20,000 0     SUPPORT
(92) KNOXVILLE-KNOX CTY COMMUNITY ACTION COMM
PO BOX 51650
KNOXVILLE,TN37950
62-1451534 STATE/CITY 140,000 0     SUPPORT
(93) KOREAN COMMUNITY SERVICE CENTER OF GREATER WASHINGTON INC
7700 LITTLE RIVER TURNPIKE SUITE
406
ANNANDALE,VA22003
52-1005984 501(C)(3) 180,250 0     SUPPORT
(94) LEAGUE FOR THE BLIND AND DISABLED INC
5821 SOUTH ANTHONY BLVD
FORT WAYNE,IN46816
35-0876341 501(C)(3) 120,000 0     SUPPORT
(95) LEGAL AID OF THE BLUEGRASS
104 EAST 7TH STREET
COVINGTON,KY41011
61-0668572 501(C)(3) 110,000 0     SUPPORT
(96) LIFEPATH INC
101 MUNSON STREET SUITE 201
GREENFIELD,MA01301
04-2542539 501(C)(3) 90,000 0     SUPPORT
(97) LIFESPAN OF GREATER ROCHESTER
1900 S CLINTON AVE
ROCHESTER,NY14618
16-0986298 501(C)(3) 130,000 0     SUPPORT
(98) LITTLE RIVER MEDICAL CENTER
4303 LIVE OAK DRIVE
LITTLE RIVER,SC29566
57-0672117 501(C)(3) 90,000 0     SUPPORT
(99) LIVE HEALTHY LITTLE HAVANA INC
515 SW 12TH AVE SUITE 525
MIAMI,FL33130
83-1880728 501(C)(3) 145,000 0     SUPPORT
(100) LIVE ON NY
49 WEST 45TH STREET 7TH FLOOR
NEW YORK,NY10036
13-2967277 501(C)(3) 90,000 0     SUPPORT
(101) LIVING INDEPENDENTLY IS FOR EVERYONE
PO BOX 210
UTICA,NY13503
22-2402150 501(C)(3) 50,000 0     SUPPORT
(102) LOS ANGELES LGBT CENTER
1118 N MCCADDEN PLACE
LOS ANGELES,CA90038
95-3567895 501(C)(3) 145,000 0     SUPPORT
(103) LTSC COMMUNITY DEVELOPMENT INC
231 E 3RD STREET SUITE G106
LOS ANGELES,CA90013
95-4444102 501(C)(3) 100,000 0     SUPPORT
(104) LUZERNEWYOMING AAA (74)
111 N PENNSYLVANIA BLVD STE 100
WILKESBARRE,PA18701
23-2660272 501(C)(3) 477,035 0     SUPPORT
(105) MAC INCORPORATED
909 PROGRESS CIRCLE SUITE 100
SALISBURY,MD21804
52-0992005 501(C)(3) 72,500 0     SUPPORT
(106) MEDICARE RIGHTS CENTER
266 WEST 37TH STREET 3RD FLOOR
NEW YORK,NY10018
13-3505372 501(C)(3) 25,000 0     SUPPORT
(107) MEKONG INC
84 W 197TH STREET
BRONX,NY10468
80-0834777 501(C)(3) 12,500 0     SUPPORT
(108) METRO LUTHERAN MINISTRY
3031 HOLMES STREET
KANSAS CITY,MO64109
43-0970991 501(C)(3) 20,000 0     SUPPORT
(109) MEXICAN AMERICAN OPPORTUNITY FOUNDATION
401 N GARFIELD AVE
MONTEBELLO,CA90640
95-2594166 501(C)(3) 339,999 0     SUPPORT
(110) MISSISSIPPI STATE DEPARTMENT OF HEALTH
570 EAST WOODROW WILSON
JACKSON,MS39216
64-6000775 STATE/CITY 75,000 0     SUPPORT
(111) MISSOURI ASSOCIATION OF AREA AGENCIES ON AGING
2027 CHRISTY DRIVE
JEFFERSON CITY,MO65101
43-1101962 STATE/CITY 160,000 0     SUPPORT
(112) NATIONAL ALLIANCE FOR CAREGIVING
1730 RHODE ISLAND AVE NW SUITE 812
WASHINGTON,DC20036
52-1931357 501(C)(3) 17,906 0     SUPPORT
(113) NATIONAL ASIAN PACIFIC CENTER ON AGING
1511 THIRD AVE SUITE 914
SEATTLE,WA98101
52-1266741 501(C)(3) 100,000 0     SUPPORT
(114) NATIONAL ASSOCIATION OF COUNCILS ON DEVELOPMENTAL DISABILITIES
1825 K STREET NW SUITE 1250
WASHINGTON,DC20006
16-1646154 501(C)(3) 37,500 0     SUPPORT
(115) NATIONAL CHURCH RESIDENCE FOUNDATION
2245 NORTH BANK DRIVE
COLUMBUS,OH43220
20-2308665 501(C)(3) 90,000 0     SUPPORT
(116) NATIONAL COUNCIL ON INDEPENDENT LIVING
PO BOX 31260
WASHINGTON,DC20030
74-2291620 501(C)(3) 82,628 0     SUPPORT
(117) NATIONAL GOVERNORS ASSOCIATION
444 N CAPITOL STREET NW STE 267
WASHINGTON,DC20001
23-7391796 501(C)(3) 56,010 0     SUPPORT
(118) NATIVE AMERICAN DISABILITY LAW CENTER
905 W APACHE STREET
FARMINGTON,NM87401
35-2238666 501(C)(3) 90,000 0     SUPPORT
(119) NEW LIFE CONNECTION
1110 WAKE FOREST ROAD
RALEIGH,NC27604
56-2043482 501(C)(3) 100,000 0     SUPPORT
(120) NEW YORK CITY DEPARTMENT FOR THE AGING
2 LAFAYETTE STREET 11TH FLOOR
NEW YORK,NY10007
13-3153550 STATE/CITY 1,180,079 0     SUPPORT
(121) NORTH MISSISSIPPI RURAL LEGAL SERVICES INC
493 RYLAND WAY
OXFORD,MS38655
64-0581747 501(C)(3) 90,000 0     SUPPORT
(122) NORTHEAST IOWA AREA AGENCY ON AGING
2728 ASHBURY RD
DUBUQUE,IA52001
52-1621262 501(C)(3) 50,000 0     SUPPORT
(123) NORTHEAST KANSAS AREA AGENCY ON AGING
1803 OREGON STREET
HIAWATHA,KS66434
48-0802891 501(C)(3) 90,000 0     SUPPORT
(124) NORTHERN KENTUCKY COMMUNITY ACTION COMMISSION
717 MADISON AVE
COVINGTON,KY41012
61-0667805 501(C)(3) 1,369,353 0     SUPPORT
(125) NORTHWEST KANSAS AREA AGENCY ON AGING INC
510 W 29TH STREET SUITE B
HAYS,KS67601
48-0874448 501(C)(3) 90,000 0     SUPPORT
(126) NORTHWEST SIDE HOUSING CENTER
5233 W DIVERSITY AVE
CHICAGO,IL60639
20-1413891 501(C)(3) 90,000 0     SUPPORT
(127) OHIO DISTRICT 5 AREA AGENCY ON AGING INC
2131 PARK AVE WEST STE 100
ONTARIO,OH44906
34-1617183 501(C)(3) 90,000 0     SUPPORT
(128) ONE COMMUNITY HEALTH
849 PACIFIC AVE
HOOD RIVER,OR97031
93-0710794 501(C)(3) 100,000 0     SUPPORT
(129) ONEGENERATION
17400 VICTORY BLVD
VAN NUYS,CA91406
95-4066979 501(C)(3) 50,000 0     SUPPORT
(130) PARAPROFESSIONAL HEALTHCARE
261 MASION AVE SUITE 913
NEW YORK,NY10016
13-3575492 501(C)(3) 125,453 0     SUPPORT
(131) PARTNERS IN CARE FOUNDATION
732 MOTT STREET SUITE 150
SAN FERNANDO,CA91340
95-3954057 501(C)(3) 90,000 0     SUPPORT
(132) PATHSTONE
400 EAST AVE
ROCHESTER,NY14607
16-0984913 501(C)(3) 12,623,637 0     SUPPORT
(133) PENNSYLVANIA PHARMACISTS ASSOCIATION
508 NORTH THIRD STREET
HARRISBURG,PA17101
23-0959560 501(C)(3) 144,636 0     SUPPORT
(134) PROYECTO JUAN DIEGO
3910 PAREDES LINE ROAD
BROWNVILLE,TX78526
81-0606967 501(C)(3) 150,000 0     SUPPORT
(135) PSA 3 AGENCY ON AGING INC
2423 ALLENTOWN ROAD
LIMA,OH45805
34-1160526 501(C)(3) 90,000 0     SUPPORT
(136) QUALITY INSIGHTS INC
3001 CHESTERFIELD AVE
CHARLESTON,WV25304
55-0539692 501(C)(3) 142,410 0     SUPPORT
(137) REBALANCED LIFE WELLNESS
143 MARCIE DRIVE
BROOKLYN,WI53521
82-4133284 501(C)(3) 100,000 0     SUPPORT
(138) REGION VIII PLANNING & DEVELOPMENT COUNCIL-56 AND 83
131 PROVIDENCE LANE
PETERSBURG,WV26847
55-0531062 501(C)(3) 465,250 0     SUPPORT
(139) RHODE ISLAND OFFICE OF HEALTHY AGING
25 HOWARD AVE 2ND FLOOR
CRANSTON,RI02920
05-6000522 STATE/CITY 123,035 0     SUPPORT
(140) RHODE ISLAND PARENT INFORMATION
300 JEFFERSON BLVD SUITE 300
WARWICK,RI02888
05-0457336 501(C)(3) 145,000 0     SUPPORT
(141) RIO ARRIBA COUNTY
PO BOX 127
TIERRA AMARILLA,NM87575
85-6000240 STATE/CITY 100,000 0     SUPPORT
(142) ROCKLAND INDEPENDENT LIVING CENTER
2290 PALISADES CENTER DRIVE
WEST NYACK,NY10994
06-1227289 501(C)(3) 50,000 0     SUPPORT
(143) SEBASTOPOL AREA SENIOR CENTER
167 NORTH HIGH STREET
SEBASTOPOL,CA95472
23-7043925 501(C)(3) 8,000 0     SUPPORT
(144) SENIOR CITIZENS OF GREATER DALLAS INC
3910 HARRY HINES BLVD
DALLAS,TX75219
75-1085555 501(C)(3) 210,000 0     SUPPORT
(145) SENIOR FRIENDSHIP CENTERS
1888 BROTHER GREENEN WAY
SARASOTA,FL34236
59-1522614 501(C)(3) 8,000 0     SUPPORT
(146) SENIOR RESOURCE DEVELOPMENT AGENCY
230 NORTH UNION AVE
PUEBLO,CO81003
84-0593609 501(C)(3) 20,000 0     SUPPORT
(147) SENIORAGE AGENCY ON AGING
1735 S FORT AVE
SPRINGFIELD,MO65807
43-1018538 501(C)(3) 50,000 0     SUPPORT
(148) SER JOBS FOR PROGRESS INC
255 N FULTON STREET SUITE 106
FRESNO,CA93701
94-2188609 501(C)(3) 1,243,519 0     SUPPORT
(149) SERVICIOS DE LA RAZA
3131 W 14TH AVE
DENVER,CO80204
84-0625478 501(C)(3) 100,000 0     SUPPORT
(150) SHEPHERDS CENTER OF KANSAS CITY
9200 WARD PARKWAYM SUITE 200
KANSAS CITY,MO64114
43-0994417 501(C)(3) 100,000 0     SUPPORT
(151) SILVER SAGE COMMUNITY CENTER
803 BUCK CREEK DRIVE
BANDERA,TX78003
74-2309449 501(C)(3) 98,000 0     SUPPORT
(152) SINAI CHICAGO
1500 S FAIRFIELD AVE
CHICAGO,IL60608
36-3166895 501(C)(3) 90,000 0     SUPPORT
(153) SOUND GENERATIONS
2208 SECOND AVE SUITE 100
SEATTLE,WA98121
91-0823767 501(C)(3) 20,000 0     SUPPORT
(154) SOUTH ALABAMA REGIONAL PLANNING
110 BEAUREGARD STREET SUITE 207
MOBILE,AL36602
63-0501382 501(C)(3) 40,000 0     SUPPORT
(155) SOUTHEAST CHICAGO CHAMBER OF COMMERCE
8334 S STONY ISLAND AVE
CHICAGO,IL60617
36-3332647 OTHER 249,999 0     SUPPORT
(156) SOUTHERN CALIFORNIA REHABILITATION SERVICES
133 N ATADENA DRIVE SUITE 425
PASADENA,CA91107
95-3411383 501(C)(3) 90,000 0     SUPPORT
(157) SOUTHWESTERN COMMUNITY ACTION COUNCIL INC-52 AND 78
540 FIFTH AVENUE
HUNTINGTON,WV25701
55-0488202 501(C)(3) 1,890,392 0     SUPPORT
(158) ST ANTHONY COMMUNITY CENTER INC
1703 W 10TH STREET
WILMINGTON,DE19805
51-0116737 501(C)(3) 20,000 0     SUPPORT
(159) ST BARNABAS SENIOR CENTER
675 S CARONDELET STREET
LOS ANGELES,CA90057
95-1641435 501(C)(3) 249,999 0     SUPPORT
(160) ST JOHN'S LUTHERAN MINISTRIES
3940 RIMROCK ROAD
BILLINGS,MT59102
81-0288768 501(C)(3) 200,000 0     SUPPORT
(161) STATE OF ALASKA
3601 C STREET SUITE 722
ANCHORAGE,AK99503
92-6001185 STATE/CITY 75,000 0     SUPPORT
(162) STATE OF MISSOURI
PO BOX 809
JEFFERSON CITY,MO65102
44-6000987 STATE/CITY 90,000 0     SUPPORT
(163) TEXAS A&M UNIVERSITY
400 HARVEY MITCHELL PARKWAY SOUTH
SUITE 300
COLLEGE STATION,TX77845
74-6000531 STATE/CITY 20,000 0     SUPPORT
(164) TEXAS HEALTHY AT HOME
560 MICHENER CT
SOUTHLAKE,TX76092
81-4241570 501(C)(3) 74,977 0     SUPPORT
(165) THE ARC PRINCE GEORGE'S COUNTY
1401 MCCORMICK DRIVE
LARGO,MD20774
52-0715246 501(C)(3) 100,000 0     SUPPORT
(166) THE CENTER FOR BETTER AGING
6307 SOUTH STEWART AVE SUITE 309
CHICAGO,IL60621
92-1433646 501(C)(3) 144,989 0     SUPPORT
(167) THE CHILDREN'S HOME SOCIETY OF NJ
635 SOUTH CLINTON AVE
TRENTON,NJ08611
21-0634966 501(C)(3) 100,000 0     SUPPORT
(168) THE GLEANERS FOOD BANK OF INDIANA INC
3737 WALDEMERE AVE
INDIANAPOLIS,IN46241
35-1483868 501(C)(3) 20,000 0     SUPPORT
(169) THE HEBREW HOME FOR THE AGED AT RIVERDALE
5901 PALISADE AVE
RIVERDALE,NY10471
13-1739971 501(C)(3) 144,636 0     SUPPORT
(170) THE LEGACY LINK
4080 MUNDY MILL ROAD
OAKWOOD,GA30566
58-2317890 501(C)(3) 4,455,221 0     SUPPORT
(171) THE NASHVILLE FOOD PROJECT
5904 CALIFORNIA BLVD
NASHVILLE,TN37209
45-2905951 501(C)(3) 100,000 0     SUPPORT
(172) THE REGENTS OF THE UNIVERSITY OF COLORADO
1800 GRANT STREET SUITE 200
DENVER,CO80203
84-6000555 STATE/CITY 72,468 0     SUPPORT
(173) THE SKILLSOURCE GROUP INC
8270 GREENSBORO DRIVE SUITE 850
MCLEAN,VA22102
30-0129320 501(C)(3) 1,435,412 0     SUPPORT
(174) THOMAS JEFFERSON UNIVERSITY
833 CHESTNUT STREET SUITE 900
PHILADELPHIA,PA19107
23-1352651 501(C)(3) 100,000 0     SUPPORT
(175) TOWN OF STRATFORD
2725 MAIN STREET
STRATFORD,CT06615
06-6002103 STATE/CITY 100,000 0     SUPPORT
(176) TRELLIS
1265 GREY FOX ROAD SUITE 2
ARDEN HILLS,MN55112
41-1774247 501(C)(3) 90,000 0     SUPPORT
(177) UNITED CAMBODIAN COMMUNITY
2201 E ANAHEIM STREET SUITE 200
LONG BEACH,CA90804
95-3442295 501(C)(3) 123,035 0     SUPPORT
(178) UNITED CHURCH HOMES INC
PO BOX 1806
MARION,OH43301
34-4429276 501(C)(3) 137,875 0     SUPPORT
(179) UNITED COMMUNITY CENTER
1028 S 9TH STREET
MILWAUKEE,WI53204
39-1146191 501(C)(3) 143,783 0     SUPPORT
(180) UNIVERSITY OF HAWAII
2240 CAMPUS ROAD BOX 368
HONOLULU,HI96822
99-6000354 STATE/CITY 219,989 0     SUPPORT
(181) UNIVERSITY OF INDIANAPOLIS
1400 HANNA AVENUE
INDIANAPOLIS,IN46227
35-0868107 501(C)(3) 75,000 0     SUPPORT
(182) UNIVERSITY OF MINNESOTA
2221 UNIVERSITY AVE SE SUITE 100
MINNEAPOLIS,MN55414
41-6007513 STATE/CITY 270,653 0     SUPPORT
(183) UTAH LEGAL SERVICES INC
960 S MAIN STREET
SALT LAKE CITY,UT84101
87-0298910 501(C)(3) 100,000 0     SUPPORT
(184) SENIOR CITIZENS SERVICES
1717 DAUPHIN STREET
MOBILE,AL36604
63-0590039 501(C)(3) 100,000 0     SUPPORT
(185) VIRGINIA COMMONWEALTH UNIVERSITY
PO BOX 843035
RICHMOND,VA23284
54-6001758 STATE/CITY 144,991 0     SUPPORT
(186) WAKE FOREST UNIVERSITY HEALTH SCIENCES
MEDICAL CENTER BLVD
WINSTON SALEM,NC27157
22-3849199 501(C)(3) 144,314 0     SUPPORT
(187) WEST SIDE FEDERATION FOR SENIOR AND SUPPORTIVE HOUSING INC
2345 BROADWAY
NEW YORK,NY10024
13-2926433 501(C)(3) 90,000 0     SUPPORT
(188) WESTCHESTER COMMUNITY OPPURTUNITY PROGRAM INC
2 WESTCHESTER PLAZA
ELMSFORD,NY10523
13-2547122 501(C)(3) 86,309 0     SUPPORT
(189) WISCONSIN INSTITUTE FOR HEALTHY AGING
1414 MACARTHUR ROAD SUITE B
MADISON,WI53714
27-3001041 501(C)(3) 94,979 0     SUPPORT
(190) WORKFORCE ESSENTIALS INC
523 MADISON STREET SUITE A
CLARKSVILLE,TN37040
62-1498440 501(C)(3) 1,174,970 0     SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
189
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
1
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) Rev. 1-2025

Schedule I (Form 990) Rev. 1-2025
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
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash 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 UNIFORM GUIDANCE REPORTS AS APPROPRIATE.
Schedule I (Form 990) Rev. 1-2025



Additional Data


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Software Version:  


Schedule J
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
NATIONAL COUNCIL ON 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 on 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 on 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
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 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 nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
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) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
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, 1099-MISC compensation, and/or 1099-NEC (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
1RAMSEY ALWIN
PRESIDENT & CEO
(i)

(ii)
442,886
-------------
0
48,180
-------------
0
150
-------------
0
43,700
-------------
0
7,037
-------------
0
541,953
-------------
0
0
-------------
0
2JOSHUA HODGES
CHIEF CUSTOMER OFFICER
(i)

(ii)
271,881
-------------
0
11,475
-------------
0
96
-------------
0
16,499
-------------
0
18,131
-------------
0
318,082
-------------
0
0
-------------
0
3KEVIN MADDEN
CFO
(i)

(ii)
278,397
-------------
0
14,025
-------------
0
413
-------------
0
16,805
-------------
0
4,785
-------------
0
314,425
-------------
0
0
-------------
0
4KAREN DAVIS
CMO THRU 5/2025
(i)

(ii)
267,046
-------------
0
14,098
-------------
0
221
-------------
0
16,023
-------------
0
3,019
-------------
0
300,407
-------------
0
0
-------------
0
5HOWARD BEDLIN
SENIOR DIRECTOR THRU 12/2024
(i)

(ii)
244,275
-------------
0
0
-------------
0
1,219
-------------
0
15,037
-------------
0
29,853
-------------
0
290,384
-------------
0
0
-------------
0
6NICOLE KNOWLES
SENIOR DIRECTOR
(i)

(ii)
217,698
-------------
0
11,930
-------------
0
221
-------------
0
13,755
-------------
0
42,506
-------------
0
286,110
-------------
0
0
-------------
0
7STEPHEN SMITH
SENIOR DIRECTOR THRU 4/2025
(i)

(ii)
194,562
-------------
0
10,409
-------------
0
634
-------------
0
12,003
-------------
0
29,785
-------------
0
247,393
-------------
0
0
-------------
0
8KATHLEEN CAMERON
SENIOR DIRECTOR THRU 12/2024
(i)

(ii)
185,704
-------------
0
11,450
-------------
0
634
-------------
0
11,550
-------------
0
29,591
-------------
0
238,929
-------------
0
0
-------------
0
9ALFREDA DAVIS
CHIEF OF STAFF THRU 12/2024
(i)

(ii)
199,783
-------------
0
13,916
-------------
0
1,978
-------------
0
12,075
-------------
0
3,632
-------------
0
231,384
-------------
0
0
-------------
0
10AISHA WILLIAMS
SENIOR DIRECTOR
(i)

(ii)
176,584
-------------
0
10,997
-------------
0
100
-------------
0
10,595
-------------
0
2,327
-------------
0
200,603
-------------
0
0
-------------
0
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) (Rev. 1-2025)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990)
(Rev. January 2025)
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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
NATIONAL COUNCIL ON AGING INC
 
Employer identification number

13-1932384
Return Reference Explanation
FORM 990, PAGE 1, LINE 5, NUMBER OF EMPLOYEES NCOA HAD 121 EMPLOYEES DURING CALENDAR YEAR 2024. THERE WERE ALSO 448 W-2S SENT TO ENROLLEES OF U.S. GOVERNMENT GRANT PROGRAMS THAT ARE INCLUDED FOR THE TOTAL OF 569 REPORTED IN PART V, LINE 2A.
FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARES THE 990 WHICH IS REVIEWED AND APPROVED BY THE MANAGEMENT AND THE AUDIT, COMPLIANCE AND RISK MANAGEMENT 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 AND KEY EMPLOYEES ANNUALLY CONFIRM UNDER THE CONFLICT OF INTEREST POLICIES AND PROCEDURES IN JANUARY OF EACH YEAR. ANY IDENTIFIED CONFLICTS ARE SHARED WITH THE FULL BOARD AND THE CHAIR WILL ASK THOSE WITH CONFLICTS TO RECUSE THEMSELVES FROM VOTES AS APPROPRIATE.
FORM 990, PART VI, SECTION B, LINE 15 NCOA CEO COMPENSATION IS APPROVED BY A COMMITTEE OF THE BOARD AFTER STUDYING SURVEYS AND COMPARABLE COMPENSATION AT LIKE ORGANIZATIONS. THERE IS ALSO A FORMAL PROCESS FOR AN ANNUAL PERFORMANCE APPRAISAL AND COMPENSATION REVIEW FOR THE CEO, AS WELL AS ALL KEY EMPLOYEES, WHICH DOES INCLUDE MULTIPLE LEVEL REVIEWS, COMPARING TO MARKET BENCHMARKS AND GAINING BOARD APPROVAL FOR TOTAL BUDGETED COMPENSATION. THE COMPENSATION APPROVAL FOR THE CEO TOOK PLACE AT THE OCTOBER 2024 BOARD MEETING.
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 ANNUAL FORM 990'S ARE ALSO PROVIDED IN A LINK FROM NCOA'S WEBSITE.
FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 9,553,630. MANAGEMENT AND GENERAL EXPENSES 841,366. FUNDRAISING EXPENSES 131,976. TOTAL EXPENSES 10,526,972. TEMPORARY LABOR: PROGRAM SERVICE EXPENSES 324,045. MANAGEMENT AND GENERAL EXPENSES 220,539. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 544,584. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 40,494. MANAGEMENT AND GENERAL EXPENSES 50,843. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 91,337. LICENSES/FEES: PROGRAM SERVICE EXPENSES 49,791. MANAGEMENT AND GENERAL EXPENSES 46,767. FUNDRAISING EXPENSES 14. TOTAL EXPENSES 96,572.
FORM 990, PART XI, LINE 9: PENSION-RELATED CHANGES OTHER THAN NET PERIODIC COST 312,919.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
Open to Public Inspection
Name of the organization
NATIONAL COUNCIL ON 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











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
(1)NCOA AGE PLUS ACTION NETWORK INC
251 18TH STREET S SUITE 500

ARLINGTON,VA22202
33-4777038
LOBBYING SERVICES VA 501(C)(4)   N/A
 
No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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












Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)

Additional Data


Software ID:  
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