2026-08-10T17:50:03-05:00 2025-09-30 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2024-10-01 942292868 AMERICAN SOCIETY ON AGING AMER 2027161605 548 MARKET STREET PMB 85589 SAN FRANCISCO CA 94104 LEANNE CLARK-SHIRLEY PRESIDENT & CEO 2027161605 2026-08-10 1 1 DEBRA D SMITH CPA P00646873 7604318440 2026-08-10 2024 2025-03-06 01:10:19Z LEANNE CLARK-SHIRLEY 548 MARKET STREET PMB 85589 SAN FRANCISCO CA 94104 2989179 0 X WWW.ASAGING.ORG X 1954 AZ UNITES, EMPOWERS AND CHAMPIONS EVERYONE STRIVING TO IMPROVE AGING. 17 17 16 25 0 0 3039826 1847024 1407998 1089594 9804 37990 70448 14571 4528076 2989179 1500 0 0 0 1496521 1873910 0 0 137307 2274458 1958985 3772479 3832895 755597 -843716 1742749 1052792 509710 656561 1233039 396231 X AN EDUCATION ORGANIZATION FOR PROFESSIONALS IN THE FIELD OF AGING, FOUNDED IN 1954, AMERICAN SOCIETY ON AGING'S MISSION IS TO DEVELOP LEADERSHIP, KNOWLEDGE AND SKILLS TO ADDRESS THE CHALLENGES AND OPPORTUNITIES OF A DIVERSE AGING SOCIETY. WITH MORE THAN 6,000 MEMBERS, SUBSCRIBERS AND STAKEHOLDERS, AMERICAN SOCIETY ON AGING IS THE LARGEST MULTIDISCIPLINARY ASSOCIATION FOR PROFESSIONALS WORKING WITH OLDER ADULTS AND THEIR CAREGIVERS. 0 0 2069371 1089594 EDUCATION AND TRAINING: THE ON AGING INSTITUTE IS THE VIRTUAL HUB FOR THE EDUCATIONAL PROGRAMS AND RESOURCES PRODUCED BY THE AMERICAN SOCIETY ON AGING. MORE THAN 40,000 PROFESSIONALS PARTICIPATED IN ASA'S WEBINARS, VIRTUAL CONFERENCE, AND ONLINE COURSES. EVERY YEAR THE ORGANIZATION HOST, ON AGING IS THE NATION'S LARGEST MULTIDISCIPLINARY CONFERENCE ON AGING AND THE ANNUAL CONFERENCE FOR MEMBERS OF THE AMERICAN SOCIETY ON AGING (ASA). ON AGING IS AN OPPORTUNITY TO CONNECT, LEARN, AND SHARE YOUR EXPERTISE WITH THOUSANDS OF PROFESSIONALS WORKING IN AGING AND RELATED FIELDS. 539178 MEMBERSHIP PROGRAM: THE AMERICAN SOCIETY ON AGING (ASA) HAS DEVELOPED AND LED THE LARGEST, MOST DIVERSE COMMUNITY OF PROFESSIONALS WORKING IN AGING IN AMERICA. WE REPRESENT AND ENGAGE MORE THAN 4,000 MULTIDISCIPLINARY LEADERS ACROSS THE COUNTRY WHO WORK IN THE AGING SECTOR. ASA PROVIDES OUR MEMBERS WITH VALUABLE OPPORTUNITIES TO EXCHANGE IDEAS, GROW THEIR CAREERS, AND SHAPE THE FUTURE OF AGING. WE ARE THE BEST PLACE TO FIND YOUR PEERS, STAY ON TOP OF EMERGING ISSUES, AND TAKE PART IN CONVERSATIONS THAT INFLUENCE PRACTICE AND POLICY. 215464 THE ORGANIZATION'S SPECIAL PROJECTS INCLUDE SPECIFIC PROFESSIONAL EDUCATION INITIATIVES FOR WHICH THE ORGANIZATION HAS RECEIVED SUPPORT, SUCH AS THE SCAN FOUNDATION, WITH THE OBJECTIVE TO HOST WEBINARS AND SEMINARS AND PRODUCE JOURNAL PUBLICATIONS. 2824013 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 22 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X RICCARDO STOECKICHT 3028931717 548 MARKET ST PMB 85589 SAN FRANCISCO CA 94104 X ROBERT ESPINOZA PRESIDENT 1.00 X X 0 0 0 JEFFREY KLEIN TREASURER 1.00 X X 0 0 0 RANI SNYDER SECRETARY 1.00 X X 0 0 0 NICOLE HOWELL MEMBER 1.00 X 0 0 0 MELISSA TISCHLER MEMBER 1.00 X 0 0 0 AMY HERR MEMBER 1.00 X 0 0 0 JOON BANG MEMBER 1.00 X 0 0 0 NAJJA ORR MEMBER 1.00 X 0 0 0 VINCENT TILFORD MEMBER 1.00 X 0 0 0 LING KUNG MEMBER 1.00 X 0 0 0 SIMONA VALANCIUTE MEMBER 1.00 X 0 0 0 VELMA CARTER-DWYER MEMBER 1.00 X 0 0 0 PAUL NASH MEMBER 1.00 X 0 0 0 BEN VEGHTE MEMBER 1.00 X 0 0 0 STEPHEN FARBER MEMBER 1.00 X 0 0 0 DAVIS PARK MEMBER 1.00 X 0 0 0 DENNY CHAN MEMBER 1.00 X 0 0 0 RICCARDO STOECKICHT FINANCE DIRECTOR/CFO 20.00 X 0 0 0 LEANNE CLARK SHIRLEY PRESIDENT & CEO 40.00 X 220040 0 9902 JACQUELYN J BENNETT COO 40.00 X 155829 0 8067 JENNIFER N RIVERA VP COMMUNITY, GROWTH & STEWARDSHIP 40.00 X 141097 0 15655 PATRICE DICKERSON SENIOR EQUITY STRATEGY DIRECTOR 40.00 X 100822 0 22947 617788 0 56571 4 0 1 0 JDC EVENTS 8403 COLESVILLE RD SUITE 1100 SILVER SPRING MD 20910 EVENT SERVICES 154286 1 643732 1203292 1847024 ON AGING CONFERENCE 900099 1020013 1020013 EDUCATION & TRAINING 900099 69581 69581 1089594 37990 37990 14031 14031 SUBSCRIPTION INCOME 900099 540 540 540 2989179 1089594 0 52561 X 417982 137028 185722 95232 1179073 1065300 113773 69943 49513 20430 91969 81167 10802 114943 79994 34949 20250 20250 820058 453164 324819 42075 27292 27292 97329 63818 33511 259240 201568 57672 46287 41469 4818 614148 610160 3988 47083 35782 11301 14303 14303 PERMIT & LICENSE FEES 7021 0 7021 0 MISCELLANEOUS 5974 5050 924 0 3832895 2824013 871575 137307 204599 209655 687246 246402 589408 300000 10825 0 159753 131816 262425 97506 90918 164919 1742749 1052792 237595 195642 262165 440969 9950 19950 509710 656561 X 593631 96231 639408 300000 1233039 396231 1742749 1052792 -843716 6908 0 X X 0 1 X 1 0 X 2053316 1756332 2267544 3039826 1847024 10964042 467697 861374 1160435 1407997 1089594 4987097 2521013 2617706 3427979 4447823 2936618 15951139 35000 169500 2480 5510 6110 218600 0 35000 169500 2480 5510 6110 218600 15732539 11204 9461 10664 24693 52021 108043 11204 9461 10664 24693 52021 108043 25158 102370 65097 540 193165 2557375 2729537 3438643 4537613 2989179 16252347 0.96800 0.95590 0.00660 0.00810 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 25,158. 2021 AMOUNT: $ 102,370. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 65,097. 2024 AMOUNT: $ 540. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 9950 10000 19950 1 X 262425 97506 164919 164919 X 2996087 6908 6908 2989179 0 2989179 3832895 0 3832895 0 3832895 PART IV, LINE 2B: THE AMERICAN SOCIETY ON AGING, HAS A SIGNED FISCAL SPONSORSHIP AGREEMENT WITH GENERATION ENTERTAINMENT AND SPONSORED THE PROJECT KNOWN AS "WHY SURVIVE: BEING OLD IN AMERICA DOCUMENTARY FILM" WHICH IS CONSISTENT WITH THE ORGANIZATION'S TAX-EXEMPT MISSION. PART X, LINE 2: THE ORGANIZATION'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF SEPTEMBER 30, 2025 THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS. X X X X X 0 0 0 0 0 0 0 1 0 LEANNE CLARK SHIRLEY PRESIDENT & CEO 220040 0 0 0 0 0 9902 0 0 0 229942 0 0 0 JACQUELYN J BENNETT COO 154129 0 1700 0 0 0 6661 0 1406 0 163896 0 0 0 JENNIFER N RIVERA VP COMMUNITY, GROWTH & STEWARDSHIP 138397 0 2700 0 0 0 6391 0 9264 0 156752 0 0 0 PART I, LINE 7 THE ORGANIZATION PAID NON-FIXED BONUS COMPENSATION TO CERTAIN LISTED INDIVIDUALS. BONUS AMOUNTS WERE DETERMINED BASED ON PERFORMANCE CRITERIA APPROVED BY THE ORGANIZATION. THE ARRANGEMENT WAS REVIEWED AND APPROVED BY THE APPROPRIATE GOVERNING BODY OR AUTHORIZED COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP SHALL BE OPEN TO ANY INDIVIDUAL OR ORGANIZATION INTERESTED IN THE AIMS AND PURPOSES OF ASA WHO PAYS DUES IN THE AMOUNT AND UNDER THE TERMS SPECIFIED BY THE BOARD. A MEMBER OF ASA WHO IS NOT ALSO A MEMBER OF THE BOARD OF DIRECTORS SHALL NOT HAVE THE RIGHT TO VOTE FOR DIRECTORS OR HAVE ANY OTHER RIGHTS OF MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE CEO, COO, AUDIT COMMITTEE, AND THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD OF DIRECTORS HAS THE DUTY TO DISCLOSE REAL, POTENTIAL OR PERCEIVED CONFLICTS OF INTEREST AND ADMINISTER, MONITOR, EVALUATE AND CONTINUALLY REVIEW THE DISCLOSURE AND CONFLICT OF INTEREST POLICY. THE BOARD OF DIRECTORS REVIEW AND SIGN OFF ON THE CONFLICT OF INTEREST POLICY AT LEAST ONCE A YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE WILL SERVE AS THE APPROVAL BODY AND PARTICIPATE IN THE ANNUAL PERFORMANCE EVALUATION AND COMPENSATION REVIEW PROCESS FOR THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990 PART VII SECTION A BEGINNING IN JULY 2025, THE ORGANIZATION ENGAGED KAIROS CONSULTING, LLC, AN UNRELATED CONSULTING COMPANY, TO PROVIDE PART-TIME FINANCE SUPPORT SERVICES FOLLOWING JACKI BENNETT'S DEPARTURE IN EARLY AUGUST 2025. RICCARDO STOECKICHT, AN EMPLOYEE OF KAIROS CONSULTING, LLC, ASSUMED THE ORGANIZATION'S FINANCE DIRECTOR/CFO RESPONSIBILITIES AND SERVED AS THE ORGANIZATION'S TOP FINANCIAL OFFICIAL, AVERAGING APPROXIMATELY 20 HOURS PER WEEK. THE ORGANIZATION RETAINED ULTIMATE OVERSIGHT AND APPROVAL AUTHORITY OVER SIGNIFICANT FINANCIAL MATTERS. COMPENSATION FOR THESE SERVICES WAS PAID TO KAIROS CONSULTING, LLC AND NOT DIRECTLY TO RICCARDO STOECKICHT. ACCORDINGLY, RICCARDO STOECKICHT IS REPORTED IN PART VII, SECTION A AS AN OFFICER/TOP FINANCIAL OFFICIAL WITH $0 REPORTABLE COMPENSATION FROM THE ORGANIZATION AND RELATED ORGANIZATIONS. FORM 990, PART IX, LINE 11G EVENT MANAGEMENT: PROGRAM SERVICE EXPENSES 154,286. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 154,286. CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 100,404. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 100,404. OTHER SERVICES: PROGRAM SERVICE EXPENSES 298,878. MANAGEMENT AND GENERAL EXPENSES 161,711. FUNDRAISING EXPENSES 42,075. TOTAL EXPENSES 502,664. BANKING FEES FINANCIAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,205. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,205. MERCHANT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 56,499. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,499. FORM 990 PART XII FINANCIAL STATEMENTS AND REPORTING THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED SEPTEMBER 30, 2025, INCLUDE A DISCLOSURE DESCRIBING CONDITIONS THAT RAISE SUBSTANTIAL DOUBT ABOUT THE ORGANIZATION'S ABILITY TO CONTINUE AS A GOING CONCERN. THESE CONDITIONS INCLUDE RECURRING OPERATING LOSSES AND DECLINING LIQUIDITY. MANAGEMENT HAS IMPLEMENTED ENHANCED CASH FLOW MONITORING AND COST-REDUCTION MEASURES AND CONTINUES TO PURSUE ADDITIONAL ACTIONS TO IMPROVE OPERATING RESULTS AND LIQUIDITY. THE FINANCIAL STATEMENTS WERE PREPARED ON A GOING CONCERN BASIS, AND NO ADJUSTMENTS HAVE BEEN MADE TO THE REPORTED AMOUNTS OF ASSETS OR LIABILITIES RELATED TO THIS UNCERTAINTY.