2025-02-18T13:44:13-06:00 2023-12-31 994625061 CRI ADVISORS LLC 2633 CENTENNIAL BLVD STE 200 TALLAHASSEE FL 32308 990 2023-01-01 593367487 AGING WITH DIGNITY INC AGIN 8506812010 PO BOX 1661 TALLAHASSEE FL 32302 PAUL MALLEY PRESIDENT 8506812010 2025-02-12 1 1 MICHAEL C CARTER P00292302 8508788777 2025-02-12 2023 2025-03-06 01:10:19Z PAUL MALLEY PO BOX 1661 TALLAHASSEE FL 32302 5504746 0 X WWW.AGINGWITHDIGNITY.ORG X 1996 FL TO AFFIRM AND SAFEGUARD THE HUMAN DIGNITY OF INDIVIDUALS AS THEY AGE AND TO PROMOTE BETTER CARE FOR THOSE NEAR THE END OF LIFE. 10 9 17 8 0 0 2352990 2162337 180773 168480 156576 242102 1123465 1270503 3813804 3843422 6500 119000 0 0 1503087 1544871 0 0 0 1013188 980628 2522775 2644499 1291029 1198923 9099778 10559394 444797 588774 8654981 9970620 TO AFFIRM AND SAFEGUARD THE HUMAN DIGNITY OF INDIVIDUALS AS THEY AGE AND TO PROMOTE BETTER CARE FOR THOSE NEAR THE END OF LIFE. 0 0 1275672 1438983 DISTRIBUTE FIVE WISHES ADVANCE DIRECTIVE AND OTHER MATERIALS AND EDUCATE THE PUBLIC ON ADVANCE CARE PLANNING THROUGH WORKSHOPS, TO PROMOTE HUMAN DIGNITY FOR ELDERS AND THOSE WHO CARE FOR THEM 1247560 119000 ADVOCATING FOR BETTER END-OF-LIFE CARE THAT PRESERVES HUMAN DIGNITY AND PROMOTING SOUND PUBLIC POLICY ON AGING 2523232 1 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 8 0 1 17 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X PAUL MALLEY 8506812010 3050 HIGHLAND OAKS TERRACE SUITE 2 TALLAHASSEE FL 32301 GUY SMITH CHAIRMAN 2.00 X X 0 0 0 E ZIMMERMANN BOULOS TREASURER 2.00 X X 0 0 0 PATRICIA RUSSELL SECRETARY 2.00 X X 0 0 0 ROBERT BROCHIN DIRECTOR 2.00 X 0 0 0 JAMES C CAPRETTA DIRECTOR 2.00 X 0 0 0 MARY MCELROY DIRECTOR 2.00 X 0 0 0 RONALD RETZKE DIRECTOR 2.00 X 0 0 0 JIM TOWEY CEO 40.00 X X 437516 0 33199 TONJA MYLES DIRECTOR 2.00 X 0 0 0 JOHN SCALIA DIRECTOR 2.00 X 0 0 0 PAUL MALLEY PRESIDENT 40.00 X 163828 0 24097 ED TOWEY VICE PRESIDENT 40.00 X 102914 0 4997 JOANNE EASON PRESIDENT, FIVE WISHES 40.00 X 163211 0 17677 DAVE SIMISON VP OF OPERATIONS 40.00 X 113078 0 21306 980547 0 101276 5 0 1 0 0 2162337 2162337 LICENSE SALES 900099 168480 168480 168480 331171 331171 665352 550000 754421 550000 -89069 0 -89069 -89069 1627406 356903 1270503 1270503 3843422 1438983 0 242102 119000 119000 658642 639849 18793 729455 692788 36667 15324 13130 2194 85267 81756 3511 56183 52997 3186 53430 26373 27057 218261 212671 5590 104136 98136 6000 93374 91072 2302 11235 11235 POSTAGE & SHIPPING 121932 121932 VIDEO PRODUCTION 88038 88038 CONSULTING 87790 87790 PUBLIC RELATIONS 47856 47856 154576 138609 15967 2644499 2523232 121267 0 449851 250161 6095641 7844468 377033 360617 140760 104442 42558 83699 485122 536089 1176295 590790 332518 789128 9099778 10559394 130224 135365 314573 453409 444797 588774 X 8654981 9970620 8654981 9970620 9099778 10559394 1198923 116716 0 X X 0 1 X 1 0 X 14990 2410085 2661679 2352990 2162337 9602081 1895726 1336876 1339002 1567346 1795886 7934836 1910716 3746961 4000681 3920336 3958223 17536917 2300000 2300000 2300000 50000 6950000 270559 86625 38590 119846 182712 698332 270559 2386625 2338590 2419846 232712 7648332 9888585 90628 66924 67156 156576 331171 712455 90628 66924 67156 156576 331171 712455 2001344 3813885 4067837 4076912 4289394 18249372 0.54190 0.49070 0.03900 0.02840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 MUTUAL FUNDS 331790 F US TREASURY NOTES 259000 F 590790 OTHER ASSETS 492 CAPITALIZED SOFTWARE 423406 ROU ASSET 365230 789128 ACCRUED EXPENSES 54665 LEASE LIABILITY 369195 PAYROLL CLEARING 29549 453409 X 4317041 116716 356903 473619 3843422 0 3843422 3001402 356903 356903 2644499 0 2644499 PART X, LINE 2: THE ORGANIZATION UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF DECEMBER 31, 2023, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 356,903. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 356,903. 0 THE GEORGE W BUSH FOUNDATION 2943 SMU BLVD DALLAS TX 75205 204119317 501(C)(3) 10000 0 GENERAL ASSISTANCE INSTITUTE FOR PATIENTS' RIGHTS 1562 1ST AVE 296 NEW YORK NY 10028 475355531 501(C)(3) 100000 0 GENERAL ASSISTANCE MC FATHERS INC PO BOX 530809 SAN DIEGO CA 92153 330797527 501(C)(3) 9000 0 GENERAL ASSISTANCE 3 X X X X X 0 0 0 0 0 0 0 0 0 JIM TOWEY CEO 362516 0 75000 0 0 0 18351 0 14848 0 470715 0 0 0 PAUL MALLEY PRESIDENT 158828 0 5000 0 0 0 8615 0 15482 0 187925 0 0 0 JOANNE EASON PRESIDENT, FIVE WISHES 114170 0 49041 0 0 0 6077 0 11600 0 180888 0 0 0 ED TOWEY FAMILY MEMBER 102914 W-2 EMPLOYEE PAID $102,914 PLUS $4,997 IN OTHER BENEFITS AS REPORTED ON PART VII. 0 FORM 990, PART VI, SECTION A, LINE 2 ED TOWEY IS AN EMPLOYEE OF AGING WITH DIGNITY, INC AND HE IS THE BROTHER OF A BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION EMAILS A DRAFT COPY OF FORM 990 TO THE BOARD MEMBERS FOR THEIR REVIEW. ADDITIONALLY, THE AGING WITH DIGNITY CEO AND PRESIDENT AND THE ACCOUNTING DEPARTMENT MANAGER REVIEW THE TAX RETURN THOROUGHLY. FORM 990, PART VI, SECTION B, LINE 12C AT THE ANNUAL BOARD MEETING, BOARD MEMBERS ARE ASKED TO COMPLETE A STATEMENT DISCLOSING ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS EXCUSES THE CEO FROM THE MEETING TO DISCUSS HIS ANNUAL REVIEW AND THE COMPENSATION FOR HIS POSITION. THE COMPENSATION COMMITTEE, COMPRISED OF CHAIRMAN, TREASURER AND SECRETARY, MAKE A RECOMMENDATION TO THE FULL BOARD. DISCUSSION INCLUDES REVIEW OF FORM 990 OF OTHER ORGANIZATIONS, EXISTING EMPLOYMENT AGREEMENTS AND RELEVANT COMPENSATION SURVEYS. UPON REACHING A DECISION REGARDING HIS ROLE AS CEO AND ANY CHANGE IN COMPENSATION, THE BOARD CALLS FOR HIS RETURN TO THE MEETING. THE BOARD THEN PRESENTS TO THE CEO ANY CHANGES TO HIS COMPENSATION FOR THE NEW YEAR. THE BOARD CHAIRMAN (GUY SMITH) FOLLOWS UP, IN WRITING, TO ANY AND ALL CHANGES. THIS LETTER IS THEN PUT INTO THE CEO'S EMPLOYMENT FOLDER. THE COMPENSATION COMMITTEE, COMPRISED OF CHAIRMAN, TREASURER AND SECRETARY, MAKE A RECOMMENDATION TO THE FULL BOARD. DISCUSSION INCLUDES REVIEW OF 990 FORMS OF OTHER ORGANIZATIONS, EXISTING EMPLOYMENT AGREEMENTS AND RELEVANT COMPENSATION SURVEYS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PART XII, LINE 2C THE ORGANIZATION'S PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.