Civic Intelligence

Health in Aging Foundation

EIN 31-1622556 • 501(c)3 • New York, NY

Profile

To improve the health, independence, and quality of life of all older people. All older adults and caregivers will be empowered to actively participate in health care and decision-making.

40 Fulton Street Suite 809New York, NY 10038

www.healthinagingfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

51st percentile

0.02x

Higher debt load relative to assets than 51% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

78th percentile

0.21x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

56th percentile

5.8%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

14th percentile

-23%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Assets

Up

$978,768

Up $81,750 (+9.1%) from 2023

Liabilities

Up

$17,774

Up $6,719 (+61%) from 2023

Net Assets

Up

$960,994

Up $75,031 (+8.5%) from 2023

Revenue

Up

$84,443

Up $5,638 (+7.2%) from 2023

Expenses

Down

$50,169

Down $39,524 (-44%) from 2023

Net Income

Up

$34,274

Up $45,162 (+415%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $347,953Liabilities 2011: $47,796Net Assets 2011: $300,1572011Assets 2012: $322,522Liabilities 2012: $63,263Net Assets 2012: $259,2592012Assets 2014: $271,701Liabilities 2014: $51,709Net Assets 2014: $219,9922014Assets 2015: $495,306Liabilities 2015: $66,777Net Assets 2015: $428,5292015Assets 2016: $535,950Liabilities 2016: $38,980Net Assets 2016: $496,9702016Assets 2017: $625,585Liabilities 2017: $1,127Net Assets 2017: $624,4582017Assets 2018: $727,459Liabilities 2018: $5,930Net Assets 2018: $721,5292018Assets 2019: $765,005Liabilities 2019: $1,000Net Assets 2019: $764,0052019Assets 2020: $814,380Liabilities 2020: $18,341Net Assets 2020: $796,0392020Assets 2021: $831,517Liabilities 2021: $9,225Net Assets 2021: $822,2922021Assets 2022: $874,109Liabilities 2022: $13,362Net Assets 2022: $860,7472022Assets 2023: $897,018Liabilities 2023: $11,055Net Assets 2023: $885,9632023Assets 2024: $978,768Liabilities 2024: $17,774Net Assets 2024: $960,9942024

Highlighted filing

2024

Assets$978,768
Liabilities$17,774
Net Assets$960,994

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KExpenses 2011: $301,1602011Expenses 2012: $219,5252012Revenue 2014: $176,916Expenses 2014: $172,396Net Income 2014: $4,5202014Revenue 2015: $331,047Expenses 2015: $122,510Net Income 2015: $208,5372015Revenue 2016: $197,359Expenses 2016: $128,918Net Income 2016: $68,4412016Revenue 2017: $175,691Expenses 2017: $48,203Net Income 2017: $127,4882017Revenue 2018: $157,601Expenses 2018: $60,530Net Income 2018: $97,0712018Revenue 2019: $128,831Expenses 2019: $86,355Net Income 2019: $42,4762019Revenue 2020: $53,950Expenses 2020: $21,916Net Income 2020: $32,0342020Revenue 2021: $74,460Expenses 2021: $48,207Net Income 2021: $26,2532021Revenue 2022: $142,273Expenses 2022: $104,362Net Income 2022: $37,9112022Revenue 2023: $78,805Expenses 2023: $89,693Net Income 2023: -$10,8882023Revenue 2024: $84,443Expenses 2024: $50,169Net Income 2024: $34,2742024

Highlighted filing

2024

Revenue$84,443
Expenses$50,169
Net Income$34,274

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$84,443
Mission and Program Overview

Mission

To improve the health, independence, and quality of life of all older people. All older adults and caregivers will be empowered to actively participate in health care and decision-making.

To improve the health, independence and quality of life of all older people. All older adults and caregivers will be empowered to actively participate in health care and decision-making.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$799,371$877,249▲ $77,878
Cash and Non-Interest-Bearing Accounts$36,794$69,254▲ $32,460
Pledges and Grants Receivable$22,730$13,630▼ $9,100
Accounts Receivable$7,508$11,841▲ $4,333
Savings and Temporary Cash Investments$30,615$6,794▼ $23,821
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$897,018$978,768▲ $81,750
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$11,055$17,774▲ $6,719
Total Liabilities$11,055$17,774▲ $6,719
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$567,465$581,000▲ $13,535
Net Assets With Donor Restrictions$318,498$379,994▲ $61,496
Total Net Assets Fund Balance$885,963$960,994▲ $75,031
Total Liabilities and Net Assets / Fund Balance$897,018$978,768▲ $81,750
Compensation and Service Providers
Revenue and Support

Revenue Composition

Contributions and Grants
$83,255
Program Service Revenue
$0
Investment Income
$79
Other Revenue
$1,109
All Other Contributions
$83,255
Change in Net Assets
$34,274

Audited Revenue Reconciliation

Revenue per Audited Statements
$84,443
Total Revenue per Audited Statements
$84,443
Total Revenue per Form 990
$84,443
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$32,819
Grants and Similar Amounts Paid$17,350
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$17,350--$17,350
Fees for Services Accounting-$17,000-$17,000
Fees for Services Management$9,770$730-$10,500
Fees for Services Other$2,303$850-$3,153
Office Expenses-$2,166-$2,166
Total Functional Expenses$29,423$20,746$0$50,169

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$50,169
Total Expenses per Audited Statements$50,169
Total Expenses per Form 990$50,169
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The American Geriatrics Society provides staff support in-kind to the AGS health in Aging Foundation. The HiAF Board determines the strategies that the HiAF uses to advance its mission (public education, named awards, and trainee support) and oversees the work of the AGS staff to advance these strategies.

Form 990, Part VI, Section B, Line 11B

Management reviewed the draft Form 990 with the Audit Committee and provided any edits to the tax preparer. After this process was performed, the Form 990 was sent to the full Board of Directors prior to being filed with the IRS.

Form 990, Part VI, Section B, Line 12C

Board of directors, committee members, and others acting on behalf of the organization must complete a conflict-of-interest disclosure form. Completion is required annually or as needed if an individual's circumstances change. Conflicts are disclosed in writing at board and committee meetings and attendees are asked to disclose any additional conflicts at the start of any meeting.

Form 990, Part VI, Section C, Line 19

Available on our website.

Filing and Contact Details

Filer

Filer Name
Health in Aging Foundation
EIN
31-1622556
Phone
2123081414
Address
40 FULTON STREET SUITE 809, NEW YORK, NY 10038

Signing Officer

Name
Jan Busby-Whitehead
Title
Chairman
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Formed
1999
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Rln US Llp
Address
60 E 42nd St Ste 1201, New York, NY 10165
Preparer
Roland Nezaj
Phone
2125486212
Supplemental Narrative

Additional Explanations

990 Part IV, Line 22

The health in aging foundation has a formal policy that outlines the grant selection process. This includes submission of an application, proposal and budget that is reviewed by a grant selection committee. Upon approval, all grants require periodic expense reports compared with the approved budget and written program status reports. These reports are reviewed and approved by the program manager prior to hiaf dispensing additional grant funding.

990, Part III, Line 4A

4a. Awards and Travel Stipends ($17,350)The Health in Aging Foundation supports health professional trainees through travel stipends and also recognizes distinguished achievements in the field through awards programs. In 2024, the Health in Aging Foundation supported the following: The Rising Star Fund provides travel stipends to support health professional trainees who are invited to attend the American Geriatrics Society's Annual Scientific Meeting. Trainees who attend the Annual Meeting have the opportunity to interact with geriatrics professionals from a range of disciplines and to learn about cutting edge research, innovations in clinical care, and educational and career opportunities. The Health in Aging Foundation New Investigator Awards are presented to Individuals whose original research, as presented in a submitted abstract for an AGS Annual Scientific Meeting, reflects new and relevant research in Geriatrics. The award is designed to recognize individuals who are committed to a career in aging research. The Jeffrey H. Silverstein Memorial Award for Emerging Investigators in the Surgical and Related Medical Specialties recognizes emerging investigators whose research is focused on the role of geriatrics expertise in their specialties, and who are committed to careers in aging research. The Thomas and Catherine Yoshikawa Award for Outstanding Scientific Achievement in Clinical Investigation recognizes emerging geriatrics scholars who represent the early promise of the Yoshikawa's illustrious career. We did not present the Arti Hurria Memorial Award for Emerging Investigators in Internal Medicine in 2024. This award recognizes individuals who are focused on the care of older adults supports the next generation of clinician investigators in internal medicine who are dedicating their careers to improving care of older adults through a research career focused on aging.

990, Part IX, Line 11G

Consulting Services: - Program $2,303 - Mgmt/General $850

Financial Statement Notes

Part X : FIN48 Footnote

Yes

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IRS990/ProgSrvcAccomActy2Grp/Desc0Public Education MaterialsHealthinAging.org is the Health in Aging Foundations public education portal, providing older adults and caregivers with up-to-date information on health and agingas well as access to a network of geriatrics healthcare professionals. Overseen by experts on caring for older adults, HealthinAging.org content is based on resources that the American Geriatrics Society has developed for its professional members. This program also includes $112,627 in in-kind management support from the American Geriatrics Society (AGS). This reflects that the AGS manages the development of public education materials which are based on AGS products.
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0New Investigator Award
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Rising Star Award
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Health in Aging Foundation has formal policies that outline eligibility criteria for the stipend and award programs, as well as selection processes. The awards process is managed through the American Geriatrics Society (AGS) Annual Scientific Meetings Abstract Selection Committee, which includes the submission of an application, research abstract, bio sketch, applicant letter, a letter of recommendation, and a summary of achievements. The Rising Star trainee stipends program is also managed by the AGS Abstract Selection Committee and involves the submission of a research abstract which is scored by the committee.In instances where the foundation is making a grant, the Health in Aging Foundation has a formal policy that outlines the grant selection process. This includes submission of an application, proposal and budget that is reviewed by a grant selection committee. Upon approval, all grants require periodic expense reports compared with the approved budget and written program status reports. These reports are reviewed and approved by the program manager prior to HiAF dispensing any additional grant funding.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Additional Supplemental Information
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The American Geriatrics Society provides staff support in-kind to the AGS health in Aging Foundation. The HiAF Board determines the strategies that the HiAF uses to advance its mission (public education, named awards, and trainee support) and oversees the work of the AGS staff to advance these strategies.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Management reviewed the draft Form 990 with the Audit Committee and provided any edits to the tax preparer. After this process was performed, the Form 990 was sent to the full Board of Directors prior to being filed with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Board of directors, committee members, and others acting on behalf of the organization must complete a conflict-of-interest disclosure form. Completion is required annually or as needed if an individual's circumstances change. Conflicts are disclosed in writing at board and committee meetings and attendees are asked to disclose any additional conflicts at the start of any meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Available on our website.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE HEALTH IN AGING FOUNDATION HAS A FORMAL POLICY THAT OUTLINES THE GRANT SELECTION PROCESS. THIS INCLUDES SUBMISSION OF AN APPLICATION, PROPOSAL AND BUDGET THAT IS REVIEWED BY A GRANT SELECTION COMMITTEE. UPON APPROVAL, ALL GRANTS REQUIRE PERIODIC EXPENSE REPORTS COMPARED WITH THE APPROVED BUDGET AND WRITTEN PROGRAM STATUS REPORTS. THESE REPORTS ARE REVIEWED AND APPROVED BY THE PROGRAM MANAGER PRIOR TO HIAF DISPENSING ADDITIONAL GRANT FUNDING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt54a. Awards and Travel Stipends ($17,350)The Health in Aging Foundation supports health professional trainees through travel stipends and also recognizes distinguished achievements in the field through awards programs. In 2024, the Health in Aging Foundation supported the following: The Rising Star Fund provides travel stipends to support health professional trainees who are invited to attend the American Geriatrics Society's Annual Scientific Meeting. Trainees who attend the Annual Meeting have the opportunity to interact with geriatrics professionals from a range of disciplines and to learn about cutting edge research, innovations in clinical care, and educational and career opportunities. The Health in Aging Foundation New Investigator Awards are presented to Individuals whose original research, as presented in a submitted abstract for an AGS Annual Scientific Meeting, reflects new and relevant research in Geriatrics. The award is designed to recognize individuals who are committed to a career in aging research. The Jeffrey H. Silverstein Memorial Award for Emerging Investigators in the Surgical and Related Medical Specialties recognizes emerging investigators whose research is focused on the role of geriatrics expertise in their specialties, and who are committed to careers in aging research. The Thomas and Catherine Yoshikawa Award for Outstanding Scientific Achievement in Clinical Investigation recognizes emerging geriatrics scholars who represent the early promise of the Yoshikawa's illustrious career. We did not present the Arti Hurria Memorial Award for Emerging Investigators in Internal Medicine in 2024. This award recognizes individuals who are focused on the care of older adults supports the next generation of clinician investigators in internal medicine who are dedicating their careers to improving care of older adults through a research career focused on aging.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Consulting Services: - Program $2,303 - Mgmt/General $850
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