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Nonprofit · EIN 23-2003718

OPTIONS IN AGING

Tax-exempt · NARBERTH, PA 19072

Financials

$262K$243K2022$255K$302K2023
Revenue Expenses · by fiscal year end
Financials of OPTIONS IN AGING by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2024990$254,534$302,065-$47,531$295,979$7,005$288,974
September 30, 2023990$261,975$243,280$18,695$344,106$7,601$336,505
Financial details: 990 for the year ended September 30, 2024

Revenue

Contributions, gifts and grants
$247,918
of which government grants
$77,551
Membership dues
$7,205
Program service revenue
$680
Investment income
$5,936
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$72,960
Other salaries and wages
$138,951
Salaries, compensation and benefits (total)
$228,990
Professional fundraising fees
$0
Accounting fees
$6,416
Travel
$1,534
Depreciation
$424
Program services (functional)
$264,740
Management and general (functional)
$17,459
Fundraising (functional)
$19,866

Balance sheet and other

Total assets, start of year
$344,106
Total assets, end of year
$295,979
Total liabilities, end of year
$7,005
Net assets, end of year
$288,974
Net assets without donor restrictions
$206,992
Net assets with donor restrictions
$81,982
Gross receipts
$254,534
Employees
5
Volunteers
60
Year formed
1976
State of legal domicile
PA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended September 30, 2024, highest compensation first.

NameTitleHours / weekCompensation
ELISSA BERARDIOUTGOING EXECUTIVE DIRECTOR
Officer
42$70,252
RICHARD STEINEXECUTIVE DIRECTOR
Officer
42$2,708
MICHAEL FLANAGAN MD PHDPRESIDENT
Trustee or director, Officer
1$0
PATRICIA BOYLESECRETARY
Trustee or director, Officer
1$0
CATHERINE A SCHWEIGERTREASURER
Trustee or director, Officer
1$0
WILLIAM P BECKERDIRECTOR
Trustee or director
1$0
DEBRA SEAVE ROBINSON MSS LSWDIRECTOR
Trustee or director
1$0
HEATHER L TURNER ESQDIRECTOR
Trustee or director
1$0
990 for the year ended September 30, 2023: 7 people
NameTitleHours / weekCompensation
ELISSA BERARDIEXECUTIVE DIRECTOR
Officer
42$69,556
MICHAEL FLANAGAN MD PHDPRESIDENT
Trustee or director, Officer
1$0
PATRICIA BOYLESECRETARY
Trustee or director, Officer
1$0
CATHERINE A SCHWEIGERTREASURER
Trustee or director, Officer
1$0
WILLIAM P BECKERDIRECTOR
Trustee or director
1$0
DEBRA SEAVE ROBINSON MSS LSWDIRECTOR
Trustee or director
1$0
HEATHER L TURNER ESQDIRECTOR
Trustee or director
1$0

Address and contacts

Address (IRS master file)
100 CONWAY AVE STE 2, NARBERTH, PA 19072-2258
Principal officer (990 for 2023)
RICHARD STEIN, PO BOX 85, NABERTH, PA 19072
Signed the 990
RICHARD STEIN, EXECUTIVE DIRECTOR
Phone
(610) 664-2544
Return prepared by
RUOTOLO SPEWAK & CO

Mission

THE MISSION OF NEW HORIZONS IS TO PROVIDE SUPPORTIVE PROGRAMS AND SERVICES ENABLING ADULTS TO LIVE INDEPENDENTLY IN THEIR OWN HOMES, FORM MEANINGFUL CONNECTIONS WITH OTHERS AND ENGAGE IN LIFELONG LEARNING.

990 for the year ended September 30, 2024

Program accomplishments

  • NEW HORIZON SENIOR CENTER HAS PROVIDED STIMULATING, NURTURING AND PROGRESSIVE PROGRAMMING FOR ACTIVE ADULTS IN AND AROUND LOWER MERION TOWNSHIP FOR OVER FORTY YEARS. WE CURRENTLY SERVE OVER 1,000 UNDUPLICATED SENIORS. NHSCS RICH AND VARIED PROGRAMS FIT INTO FOUR BROAD CATEGORIES (RECREATION & SOCIALIZATION, EDUCATION, HEALTH & WELLNESS, AND SUPPORTIVE SERVICES) AND ARE CAREFULLY DESIGNED TO FOSTER ALL ASPECTS OF WELLNESS FOR SENIORS. NHSC HAS A UNIQUE AND SUCCESSFUL VOLUNTEER-LED PROGRAM MODEL WHICH HELPS MANY OF OUR OWN SENIORS TO FIND MEANING AND PURPOSE IN RETIREMENT. THEY GREATLY ENHANCE OUR CAPACITY TO SERVE! DURING THIS FISCAL YEAR, NHSC PROVIDED SAFE, GRAB AND GO NUTRITIOUS LUNCHES FOR SENIOR CITIZENS (AGE 60+) FREE OF CHARGE OR BY A PAY IF THEY CAN ANONYMOUS DONATION. DURING THE ON-GOING PANDEMIC, WE HAVE OFFERED A ROBUST ARRAY OF OUR PROGRAMS REMOTELY. WE CONTINUE THIS SAFE MODALITY AS PART OF OUR SERVICE DELIVERY. WE PROVIDE A FULL ARRAY OF REMOTE PROGRAMS AND SERVICES -FROM COMPUTER TECH SUPPORT, AGING SUPPORT GROUPS AND PRIVATE COUNSELING, TO BOOK, DISCUSSION, AND EXERCISE GROUPS. STAFF AND VOLUNTEERS QUICKLY RE-DEPLOYED TO MAXIMIZE OUR CAPACITY TO PROVIDE REMOTE SUPPORT AND TRAIN OUR SENIORS TO PARTICIPATE. IN ADDITION TO ADDING OUR WELL UTILIZED GRAB AND GO MEALS PROGRAM WE HAVE BUILT SAFE HYBRID PROGRAMMING (COMBINING IN-PERSON, MASKED PARTICIPATION WITH BROADCAST TO THOSE SENIORS PREFER TO PARTICIPATE MORE SAFELY FROM THEIR HOMES.)
    Expenses $264,740 · revenue $680

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026Not on file
2023September 30, 2024February 17, 2025990 on file

IRS record

EIN
23-2003718
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1976
Accounting year ends
September
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P81Z)
Assets (IRS master file)
$295,979
Income (IRS master file)
$254,534

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2024$254,534$302,065$295,979XML
990September 2023$261,975$243,280$344,106XML
990September 2022$281,904$205,701$328,387IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about OPTIONS IN AGING

What is the EIN of OPTIONS IN AGING?
The employer identification number (EIN) of OPTIONS IN AGING is 23-2003718.
Is OPTIONS IN AGING tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
Are donations to OPTIONS IN AGING tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does OPTIONS IN AGING file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of OPTIONS IN AGING due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OPTIONS IN AGING last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2024.
Who is the principal officer of OPTIONS IN AGING?
The 990 for the year ended September 30, 2024 names RICHARD STEIN.
Who are the officers and directors of OPTIONS IN AGING?
The 990 for the year ended September 30, 2024 lists 8 people; 2 received compensation from the organization, the highest $70,252 (ELISSA BERARDI, OUTGOING EXECUTIVE DIRECTOR).
How much revenue does OPTIONS IN AGING have?
On its 990 for the year ended September 30, 2024 it reported revenue of $254,534, expenses of $302,065 and total assets of $295,979 at year end.

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