Usaging EIN 52-1052345

Usaging FY2023 filing

EIN  52-1052345 Public charity (501(c)(3)) Washington, DC Founded 1976
Form 990 (PDF)
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Verified accurate 8/7/26 · see original filing: IRS
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Size
$10–100M
What they do
Advocates for federal policies and educates policymakers to support the health, independence, and dignity of older adults, people with disabilities, and family caregivers.
Leadership
Sandra Markwood · Chief Executive Officer · $380K
Money in and out
$59.5M revenue, $59.3M expenses
Bottom line
96% program efficiency

Advocates for federal policies and educates policymakers to support the health, independence, and dignity of older adults, people with disabilities, and family caregivers. For fiscal year 2023 it reported $59.5M in revenue, $59.3M in expenses, and $2.8M in net assets.Pt I

Where the money goes · FY2023
Total revenue
$59.5M
Pt VIII · Ln 12
Total expenses
$59.3M
Pt IX · Ln 25
Net assets
$2.8M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $197K
Where spending went · Part IX cols B–D
Program services $0.96 Management & general $0.04 Fundraising $0.00
Program efficiency
96%
of spending reaches programs
Operating runway
0.7mo
months of highly liquid reserves at operating expense rate
Surplus margin
0%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2023 · Form 990
Revenue
$59.5M
FY2023▲ +345%
Expenses
$59.3M
FY2023▲ +398%
Total assets
$15.7M
FY2023▲ +85%
Total liabilities
$12.9M
FY2023▲ +119%
Total revenue
$59.5M
Pt VIII · Ln 12
Total expenses
$59.3M
Pt IX · Ln 25
Net assets
$2.8M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$197K
Total assetsPt X · Ln 16$15.7M
Program-expense ratioPt IX · col B96%
Voting members of governing bodyPt I · Ln 345
Independent voting membersPt I · Ln 445
Mission & Programs · Part III

Where the work happens

3 program services account for $56.6M of program spending, described in the organization's own filed words · FY2023.
01

Services for the aging include the eldercare locator, a national call center designed to help older adults and their caregivers locate local aging services. Services to the aging network, include capacity building on managed long-term services and supports and integrated health care; medicare enrollment; transportation and mobility…

$55.1Mprogram expense
02

Annual conference provides an opportunity to disseminate information regarding public policy and programs affecting older adults and their caregivers; to inform members about usaging's goals and programs; to provide members with educational opportunities and networking with peers, partners, and businesses about product options and…

$1.0Mprogram expense
03

Public Policy

The primary focus of usaging's public policy team is to develop annually a set of its top policy priorities that guide the organization's legislative and administrative advocacy efforts to support the growing numbers of older americans and caregivers.

$458Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CUsaging
EINHdr · item D52-1052345
Principal addressHdr · item CWashington, DC
WebsiteHdr · item Jwww.usaging.org
Year of formationHdr · item L1976
State of legal domicileHdr · item MDC
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFDec 1982

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a45
Independent voting membersPt VI · Ln 1b45
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Chief Executive Officer
$380,107Pt VII · Sec A
Chief, Public Policy & Ext Affairs
$198,324Pt VII · Sec A
Director, Aging & Dbi
$195,257Pt VII · Sec A
Chief, Programs & Services
$194,797Pt VII · Sec A
Chief Financial Officer
$187,126Pt VII · Sec A
Co-Director, Nadtc
$144,424Pt VII · Sec A
Director, Eldercare Locator
$138,164Pt VII · Sec A
Director, Housing & Src
$134,223Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Sandra Markwood$406,975$380,107$399,272$341,813$332,102
Deborah Stone-Walls$207,932$194,797$179,200
Marisa Scala-Foley$206,977$195,257$185,330$177,980$169,566
Amy Gotwals$205,206$198,324$185,234$178,016$170,708
Geoffrey Martiny$198,272$187,126$178,179$164,700
Geofffey Martiny$171,325
Virginia Biggar$152,693
Virginia Dize$152,440$144,424$135,824$130,889$125,964

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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Statement of Revenue

Part VIII
Contributions & grants$55.8M · 94%
Program service revenue$3.5M · 6%
Contributions & grants94%$55.8M
Program service revenue6%$3.5M
Investment income$67K
Other revenue$75K
— government grantsLn 1e$53.1M
Total revenueLn 12$59.5M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.96 Management & general $0.04 Fundraising $0.00
Program services96%$57.1M
Management & general4%$2.2M
Fundraising$4K
Total functional expensesLn 25$59.3M

Balance Sheet

Part X · end of year
CashLn 1$3.4M
Total assetsLn 16$15.7M
Total liabilitiesLn 26$12.9M
Total net assetsLn 32$2.8M
Months of cash on handcomputed0.7

Financial Metrics

Form 990 · FY2023 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $3.4M · Operating expenses/yr $59.3M
0.7 months
Where the money goes
Program services
Program services $57.1M · Total expenses $59.3M
96%
Management & General
Management & general $2.2M · Total expenses $59.3M
4%
Fundraising
Fundraising $4K · Total expenses $59.3M
0%
Cost to raise $1
Fundraising expense (3-yr avg) $93K · Solicited contributions (3-yr avg) $3.0M
$0.03 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $55.8M · Total revenue $59.5M
94%
Government reliance
Government grants $53.1M · Total revenue $59.5M
89%
Earned-income share
Program service revenue $3.5M · Total revenue $59.5M
6%
Investment reliance
Investment income $67K · Total revenue $59.5M
0%
Program self-sufficiency
Program service revenue $3.5M · Total expenses $59.3M
6%
Growth & trend
Revenue growth (YoY)
This year $59.5M · Prior year $13.4M
+345%
Net-asset trend (YoY)
End of year $2.8M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $59.5M · Expenses $59.3M
0%
Liabilities-to-Assets
Total liabilities — · Total assets $15.7M
Net-asset ratio
Net assets $2.8M · Total assets $15.7M
18%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $15.7M
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Sandra Markwood · Reported title CHIEF EXECUTIVE OFFICER · Highest reported compensation $380K · Total expenses $59.3M
1%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $6.9M · Total expenses $59.3M
12%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 96%
Overhead ratio 4%
Fundraising cost ratio 0%
Revenue growth 345%
Legal fee ratio 0%
Accounting fee ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$149K
Grants paid · 418 grants · $67.8M · 2020–2024
Disability Advocacy CenterNC · FY2024$961,300
Autism Society of America INCMD · FY2024$721,602
USA Boxing INCCO · FY2024$671,489
Disability Rights Florida INCFL · FY2024$476,640
Agespan INCMA · FY2024$474,498
Aging & Long-Term Care of Eastern WashingtonFY2024$462,300
Health Science CenterFY2024$443,064
Nohona Health INCHI · FY2024$395,975
Sanford HealthSD · FY2024$378,387
See all 418 grants →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$33.7M revenue · ⤓ 990 PDF
FY2023$59.5M revenue · viewing · ⤓ 990 PDF
FY2022$13.4M revenue · ⤓ 990 PDF
FY2021$9.4M revenue · ⤓ 990 PDF
FY2020$7.1M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2023IRS
Classification, formation year, addressIRS Business Master File
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