Healthy Aging Association FY2021 filing

Tax-deductible

Modesto, CA501(c)(3)Health CareEIN 77-0546574Revenue $512K in FY2021

On file with the IRShealthyagingassociation.org3500 Coffee Rd Ste 19, 95355-1315 · Modesto, CATax-exempt since Sep 2000Publicly supported charity — 170(b)(1)(A)(vi)

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To help older americans live longer, healthier, more independent lives by promoting increased physical activity & sound health & nutritional practices

501(c)(3) charity; gifts are tax-deductible.
72¢ of each $1 spent went to programs.
$72K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2021 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $114K a year · 18% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
72%
of spending
Fine: 72% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$72K
to officers and key staff · 19% of spending
Fine: pay to officers and key staff is 19% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
16 mo
of spending, in cash
Looks good: 16.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $73K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$53K
10% of total assets
Looks good: liabilities are 10% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$512K
+27% vs prior year
Spent
$382K
To programs
72%
Net assets
$474K
By yearFY2020–FY2025
Revenue
$512K
FY2021▲ +27%
Tap a bar for its year
Revenue by fiscal year
FY2020$401K
FY2021$512K
FY2022$524K
FY2023$783K
FY2024$748K
FY2025$856K
Expenses
$382K
FY2021▼ -1%
Tap a bar for its year
Expenses by fiscal year
FY2020$387K
FY2021$382K
FY2022$406K
FY2023$601K
FY2024$652K
FY2025$711K
Net assets
$474K
FY2021▲ +28%
Tap a bar for its year
Net assets by fiscal year
FY2020$370K
FY2021$474K
FY2022$581K
FY2023$763K
FY2024$843K
FY2025$988K

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 2000.

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

Where the money goes

72 cents of each dollar spent went to programs.

Program services 72% · $274K Management & general 27% · $104K Fundraising 1% · $3K

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

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Who runs it and what they're paid

10 people listed on the 990; $72K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Direc
$72,024Pt VII · Sec A
Director
$0Pt VII · Sec A
Secretary/Treas
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A

Dianna Olsen’s $83K as Program Manager is at the 67th percentile of top reported officer pay among 1979 $100K–1M health care 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

NameFY2025FY2024FY2023FY2022FY2021FY2020
Dianna Olsen$82,719$82,719$87,364$74,636$72,024$67,701

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

Promotes physical activity and healthy habits to help older Americans live longer, healthier, and more independent lives.

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Provided by the organization

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2 programs · $274K · in their own filed words · FY2020
01

'young at heart' senior fitness program and related activities provided at 33 locations during part of the year. Classes were held over zoom for part of the year due to covid.

$237Kprogram expense
02

Co-host healthy aging summit serving over 2,500 seniors with health screenings and fall prevention information. Due to covid, the event was modified to pick up and dropp off of bags full of health and wellsness information.

$37Kprogram expense

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$73K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$512K
Ln 12
Gifts and grantsLn 1h$446K
Other incomeLn 4–11$65K
Investment incomeLn 3$137
Money outPt IX
$382K
Ln 25
Programscol B$274K
Managementcol C$104K
Fundraisingcol D$3K
Owns and owesPt X
$474K
net assets · Ln 32
Cash and savingsLn 1–2$520K
Total assetsLn 16$526K
LiabilitiesLn 26$53K
PeoplePt VI, VII
10
listed · VII A
PaidVII A1
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$446K
Government grantsLn 1e$163K
Investment incomeLn 3$137
Other incomeLn 4–11$65K
Gains on assetsLn 7$0
Total revenueLn 12$512K
Assets in detailPt X, end of year
CashLn 1$0
SavingsLn 2$520K
Cash and savings togetherLn 1–2$520K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$292
Other assetsLn 15$1K
Total assetsLn 16$526K
LiabilitiesLn 26$53K
Net assetsLn 32$474K
OperationsPt I, VI
EmployeesI 517
VolunteersI 650
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$410K$520K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$678$292
Total assetsLn 16$429K$526K
LiabilitiesLn 26$59K$53K
Net assetsLn 32$370K$474K
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$79K$47K$32K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$144K$122K$22K
Pension plan contributionsLn 8$3K$3K
Other employee benefitsLn 9$23K$15K$8K
Payroll taxesLn 10$19K$17K$2K
Management feesLn 11a$0
Legal feesLn 11b$1K$1K
Accounting feesLn 11c$16K$16K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$3K$3K
Advertising and promotionLn 12$0
Office expensesLn 13$6K$3K$3K$312
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$2K$1K$165
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$386$386
InsuranceLn 23$4K$4K
Other expenses (24a–d)Ln 24$73K$68K$2K$3K
All other expensesLn 24e$10K$2K$8K
Total functional expensesLn 25$382K$274K$104K$3K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $856K$711K$145K$988K 990 PDF
FY2024 $748K$652K$95K$843K 990 PDF
FY2023 $783K$601K$182K$763K 990 PDF
FY2022 $524K$406K$118K$581K 990 PDF
FY2021 Viewing $512K$382K$130K$474K 990 PDF
FY2020 $401K$387K$14K$370K 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 FY2021 990 (6 parts)
Part I · Summary $511,633 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $395,658$446,271
I-9 Program service revenue$0
I-10 Investment incomePrior year $218$137
I-11 Other revenuePrior year $5,580$65,225
I-12 Total revenuePrior year $401,456$511,633
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $257,950$267,632
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $129,250$114,223
I-18 Total expensesPrior year $387,200$381,855
I-19 Revenue less expensesPrior year $14,256$129,778
Part VI · Governance 9 of 9 board members independent, 1 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $511,633 across 10 lines filed
Lines not itemized here account for $1,444 of total revenue; see the IRS return.
VIII-1e Government grants$163,466
VIII-1f All other contributions, gifts and grants$282,805
VIII-1h Total contributions, gifts and grants$446,271
VIII-3 Investment incomeExcluded from tax $137$137
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$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $63,781$63,781
VIII-12 Total revenueExcluded from tax $65,362$511,633
Part IX · Statement of functional expenses $381,855 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 $46,629 · Management $32,404$79,033
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $121,927 · Management $22,172$144,099
IX-8 Pension plan contributionsManagement $2,916$2,916
IX-9 Other employee benefitsPrograms $14,623 · Management $8,182$22,805
IX-10 Payroll taxesPrograms $17,106 · Management $1,673$18,779
IX-11a Management fees$0
IX-11b Legal feesManagement $1,049$1,049
IX-11c Accounting feesManagement $16,020$16,020
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesManagement $3,043$3,043
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $2,757 · Management $2,861 · Fundraising $312$5,930
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 TravelPrograms $1,364 · Management $165$1,529
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationManagement $386$386
IX-23 InsuranceManagement $3,770$3,770
IX-24 Other expenses (24a–d)Programs $68,013 · Management $1,895 · Fundraising $3,081$72,989
IX-24e All other expensesPrograms $1,688 · Management $7,819$9,507
IX-25 Total functional expensesPrograms $274,107 · Management $104,355 · Fundraising $3,393$381,855
Part X · Balance sheet $526,211 assets, 20 lines filed
X-1 Cash, non-interest-bearing$0
X-2 Savings and temporary cash investmentsStart of year $409,923$520,246
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $15,724$4,238
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, netStart of year $678$292
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $2,686$1,435
X-16 Total assetsStart of year $429,011$526,211
X-17 Accounts payable and accrued expensesStart of year $11,834$21,701
X-25 Other liabilitiesStart of year $47,240$30,941
X-26 Total liabilitiesStart of year $59,074$52,642
X-27 Net assets without donor restrictionsStart of year $249,790$353,422
X-28 Net assets with donor restrictionsStart of year $120,147$120,147
X-32 Total net assets or fund balancesStart of year $369,937$473,569
X-33 Total liabilities and net assetsStart of year $429,011$526,211
Part XI · Reconciliation of net assets $473,569 net assets at year end
XI-1 Total revenue$511,633
XI-2 Total expenses$381,855
XI-3 Revenue less expenses$129,778
XI-4 Net assets at start of year$369,937
XI-8 Prior period adjustments−$26,149
XI-9 Other changes in net assets$3
XI-10 Net assets at end of year$473,569

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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