Action for Older Persons INC

Tax-deductible

Endicott, NY501(c)(3)Human ServicesEIN 23-7060657

Action for Older Persons provides unbiased information, personalized guidance, and client-centered advocacy to improve the quality of life of older adults and their families.

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
Run by 22 volunteers and 17 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $26K a year · 4% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$73K
to officers and key staff · 8% of spending
Top officer’s pay higher than 64% of similar orgs
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Fine: 2.6 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $269K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$277K
36% of total assets
Looks good: liabilities are 36% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$984K
+39% vs prior year
Spent
$928K
To programs
88%
Net assets
$491K
By yearFY2020–FY2024
Revenue
$984K
FY2024▲ +39%
Revenue by fiscal year
FY2020$513K
FY2021$557K
FY2022$595K
FY2023$707K
FY2024$984K
Expenses
$928K
FY2024▲ +37%
Expenses by fiscal year
FY2020$557K
FY2021$518K
FY2022$547K
FY2023$679K
FY2024$928K
Net assets
$491K
FY2024▲ +13%
Net assets by fiscal year
FY2020$311K
FY2021$359K
FY2022$396K
FY2023$432K
FY2024$491K

From the FY2024 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 1970.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $820K Management & general 8% · $75K Fundraising 4% · $33K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

15 people listed on the 990; $73K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Dir.
$73,295Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Jessie Stone He’s $73K as Executive Dir. is at the 64th percentile of top reported officer pay among 2167 $100K–1M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021
Jessie Stone He$73,295$69,388$60,000$36,769

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps older adults and families with unbiased information, guidance, and advocacy to improve their lives.

Provided by the organization

This section is blank until Action for Older Persons INC claims this page.

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1 program service account for $820K of program spending, described in the organization's own filed words · FY2024.
01

Action for Older Persons programs primarily address the needs of older adults. Programs include:Health Insurance Information Assistance and Counseling Program (HIICAP) provides Medicare counseling, educational seminars, and advocacy with insurance providers.Long-term Care Ombudsman Program (LTCOP) provides assistance to individuals…

$820Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 2 funders$269K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$984K
Ln 12
Gifts and grantsLn 1h$970K
Investment incomeLn 3$8K
Other incomeLn 4–11$6K
Money outPt IX
$928K
Ln 25
Programscol B$820K
Managementcol C$75K
Fundraisingcol D$33K
Owns and owesPt X
$491K
net assets · Ln 32
Cash and savingsLn 1–2$201K
Total assetsLn 16$768K
LiabilitiesLn 26$277K
PeoplePt VI, VII
15
listed · VII A
PaidVII A1
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$970K
Government grantsLn 1e$830K
Investment incomeLn 3$8K
Other incomeLn 4–11$6K
Gains on assetsLn 7$0
Total revenueLn 12$984K
Assets in detailPt X, end of year
CashLn 1$82K
SavingsLn 2$118K
Cash and savings togetherLn 1–2$201K
InvestmentsLn 11–13$72K
Land, buildings, equipmentLn 10c$85K
Other assetsLn 15$160K
Total assetsLn 16$768K
LiabilitiesLn 26$277K
Net assetsLn 32$491K
OperationsPt I, VI
EmployeesI 517
VolunteersI 622
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$271K$201K
InvestmentsLn 11–13$63K$72K
Land, buildings, equipmentLn 10c$68K$85K
Total assetsLn 16$758K$768K
LiabilitiesLn 26$326K$277K
Net assetsLn 32$432K$491K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$73K$66K$5K$2K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$516K$464K$36K$15K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$80K$72K$6K$2K
Payroll taxesLn 10$45K$41K$3K$1K
Management feesLn 11a$0
Legal feesLn 11b$2K$2K
Accounting feesLn 11c$6K$6K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$4K$3K$2K$45
Advertising and promotionLn 12$33K$25K$3K$5K
Office expensesLn 13$7K$6K$545$136
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$33K$31K$984$656
TravelLn 17$40K$40K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$5K$5K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$9K$8K$615$351
InsuranceLn 23$7K$4K$3K$136
Other expenses (24a–d)Ln 24$59K$51K$4K$3K
All other expensesLn 24e$10K$7K$1K$1K
Total functional expensesLn 25$928K$820K$75K$33K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $984K$928K$56K$491K 990 PDF
FY2023 $707K$679K$28K$432K 990 PDF
FY2022 $595K$547K$48K$396K 990 PDF
FY2021 $557K$518K$39K$359K 990 PDF
FY2020 $513K$557K−$44K$311K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $983,983 across 10 lines filed
VIII-1b Membership dues$30,745
VIII-1e Government grants$829,590
VIII-1f All other contributions, gifts and grants$109,707
VIII-1h Total contributions, gifts and grants$970,042
VIII-3 Investment incomeRelated to mission $7,929$7,929
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$6,012
VIII-12 Total revenueRelated to mission $7,929$983,983
Part IX · Statement of functional expenses $927,855 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $65,966 · Management $5,130 · Fundraising $2,199$73,295
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $464,212 · Management $36,106 · Fundraising $15,474$515,792
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $71,870 · Management $5,590 · Fundraising $2,396$79,856
IX-10 Payroll taxesPrograms $40,554 · Management $3,154 · Fundraising $1,352$45,060
IX-11a Management fees$0
IX-11b Legal feesPrograms $2,464$2,464
IX-11c Accounting feesManagement $5,750$5,750
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $2,918 · Management $1,526 · Fundraising $45$4,489
IX-12 Advertising and promotionPrograms $25,277 · Management $2,661 · Fundraising $5,321$33,259
IX-13 Office expensesPrograms $6,130 · Management $545 · Fundraising $136$6,811
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $31,165 · Management $984 · Fundraising $656$32,805
IX-17 TravelPrograms $39,617$39,617
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 InterestManagement $4,632$4,632
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $7,818 · Management $615 · Fundraising $351$8,784
IX-23 InsurancePrograms $4,095 · Management $2,593 · Fundraising $136$6,824
IX-24 Other expenses (24a–d)Programs $51,405 · Management $3,960 · Fundraising $3,498$58,863
IX-24e All other expensesPrograms $6,973 · Management $1,480 · Fundraising $1,101$9,554
IX-25 Total functional expensesPrograms $820,464 · Management $74,726 · Fundraising $32,665$927,855
Part X · Balance sheet $767,812 assets, 21 lines filed
X-1 Cash, non-interest-bearingStart of year $153,378$82,069
X-2 Savings and temporary cash investmentsStart of year $117,548$118,449
X-3 Pledges and grants receivableStart of year $189,801$248,846
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $868$819
X-10c Land, buildings and equipment, netStart of year $68,140$85,468
X-11 Publicly traded securitiesStart of year $63,382$72,440
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $164,809$159,721
X-16 Total assetsStart of year $757,926$767,812
X-17 Accounts payable and accrued expensesStart of year $60,000$30,624
X-19 Deferred revenueStart of year $29,438$31,337
X-25 Other liabilitiesStart of year $219,745$210,777
X-26 Total liabilitiesStart of year $325,612$277,300
X-27 Net assets without donor restrictionsStart of year $371,940$436,012
X-28 Net assets with donor restrictionsStart of year $60,374$54,500
X-32 Total net assets or fund balancesStart of year $432,314$490,512
X-33 Total liabilities and net assetsStart of year $757,926$767,812
Part XI · Reconciliation of net assets $490,512 net assets at year end
XI-1 Total revenue$983,983
XI-2 Total expenses$927,855
XI-3 Revenue less expenses$56,128
XI-4 Net assets at start of year$432,314
XI-5 Net unrealized gains (losses) on investments$2,070
XI-10 Net assets at end of year$490,512

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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