2025-11-17T15:57:43-06:00 2024-12-31 541149263 YOUNT HYDE & BARBOUR PC 702 KING FARM BOULEVARD SUITE 610 ROCKVILLE MD 20850 990 2024-01-01 465731747 GLOBAL AGING INSTITUTE GLOB 7033603281 6302 GOLF COURSE SQ ALEXANDRIA VA 22307 RICHARD JACKSON PHD PRESIDENT 7033603281 2025-11-14 1 1 SCOTT S KEEN CPA P00621187 3019173040 2025-11-10 2024 2025-03-06 01:10:19Z RICHARD JACKSON PHD 6302 GOLF COURSE SQ ALEXANDRIA VA 22307 113500 0 X WWW.GLOBALAGINGINSTITUTE.ORG X 2014 VA TO RAISE AWARENESS ABOUT GLOBAL AGING AND TO ENCOURAGE CONSTRUCTIVE POLICY RESPONSES. 3 2 1 0 0 0 141000 113500 0 0 0 0 0 0 141000 113500 0 0 0 0 110650 110650 0 0 0 18083 7990 128733 118640 12267 -5140 18325 11568 1617 0 16708 11568 TO RAISE AWARENESS ABOUT GLOBAL AGING AND TO ENCOURAGE CONSTRUCTIVE POLICY RESPONSES. THE INSTITUTE PURSUES ITS MISSION BY CONDUCTING RESEARCH, PUBLISHING ARTICLES AND REPORTS, ORGANIZING CONFERENCES, AND GIVING PRESENTATIONS AND MEDIA INTERVIEWS ON GLOBAL AGING. 0 0 53418 CRITICAL ISSUES & VANTAGE POINT. THE GLOBAL AGING INSTITUTE (GAI) RECEIVED FUNDING TO WRITE TWO RELATED ISSUE BRIEF SERIES ON THE DEMOGRAPHIC AND ECONOMIC TRENDS RESHAPING AMERICA AND THE WORLD. ONE OF THE SERIES (CRITICAL ISSUES) CONSISTS OF IN-DEPTH ANALYSES AND THE OTHER (VANTAGE POINT) CONSISTS OF SHORTER MINI-BRIEFS. TOPICS EXPLORED INCLUDED THE LONG-TERM GLOBAL DEMOGRAPHIC OUTLOOK AND ITS GEOPOLITICAL IMPLICATIONS, THE SOCIAL, CULTURAL, AND ECONOMIC FORCES BEHIND SOUTH KOREA'S FERTILITY COLLAPSE, AND THE LABOR-MARKET IMPLICATIONS OF HIGHER U.S. IMMIGRATION. 35367 EDUCATIONAL OUTREACH. IN ADDITION TO UNDERTAKING RESEARCH PROJECTS, THE GLOBAL AGING INSTITUTE (GAI) PURSUES ITS BROAD EDUCATIONAL MISSION BY PARTICIPATING IN NATIONAL AND INTERNATIONAL CONFERENCES, GIVING SPEECHES AND MEDIA INTERVIEWS, AND BRIEFING STAKEHOLDERS ON THE CHALLENGE OF GLOBAL AGING. IN 2024, GAI GAVE PRESENTATIONS AT EVENTS SPONSORED BY, AMONG OTHERS, THE CONFERENCE OF CONSULTING ACTUARIES, THE ERISA 50TH SYMPOSIUM, THE AMERICAN ENTERPRISE INSTITUTE, AND MISTRA GEOPOLITICS. 88785 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X RICHARD JACKSON 7033603281 6302 GOLF COURSE SQ ALEXANDRIA VA 22307 RICHARD P JACKSON PRESIDENT & TREASURER 30.00 X X 100000 0 3000 NEIL HOWE SECRETARY 1.00 X X 0 0 0 THOMAS S TERRY CHAIRMAN 1.00 X X 0 0 0 100000 0 3000 0 0 0 0 0 113500 113500 113500 0 0 0 103000 82400 20600 7650 6120 1530 400 400 180 180 1657 1657 306 242 64 1270 1270 PUBLICATIONS 1277 1277 PAYROLL FEES 1086 1086 WEBSITE 1020 1020 BANK CHARGES 677 677 117 23 94 118640 88785 29855 0 18023 2765 302 303 8500 18325 11568 1617 0 1617 0 X 16708 11568 16708 11568 18325 11568 -5140 0 X 0 0 0 X 157500 188333 124980 141000 113500 725313 157500 188333 124980 141000 113500 725313 537964 187349 4 2 6 725319 0.25830 0.24510 X THE GLOBAL AGING INSTITUTE (GAI) DEPENDS ENTIRELY ON PUBLIC SUPPORT IN THE FORM OF DONATIONS AND PROJECT GRANTS TO CARRY OUT ITS RESEARCH AND EDUCATIONAL MISSION. IN EVERY YEAR SINCE 2019, THE FIRST YEAR THAT THE ORGANIZATION WAS REQUIRED TO REPORT A PUBLIC SUPPORT SHARE, THE SHARE HAS BEEN AT LEAST 20 PERCENT, WELL ABOVE THE MINIMUM 10 PERCENT THRESHOLD REQUIRED FOR THE FACTS-AND-CIRCUMSTANCES TEST. IN 2024, THE ORGANIZATION'S PUBLIC SUPPORT SHARE STOOD AT 25.83 PERCENT. IN THE FUTURE, THE ORGANIZATION WILL CONTINUE TO SEEK NEW PROJECT AND SPONSORSHIP OPPORTUNITIES WITH A VIEW TO FURTHER BROADENING ITS SUPPORT BASE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990, PART VI, SECTION A, LINE 2 GAI DIRECTORS RICHARD JACKSON AND TOM TERRY HAVE A BUSINESS RELATIONSHIP THROUGH THEIR RESPECTIVE LLCS, GLOBAL AGING ASSOCIATES, LLC AND THE TERRY GROUP, LLC. THE TYPES OF PROJECTS ON WHICH GLOBAL AGING ASSOCIATES AND THE TERRY GROUP MAY COLLABORATE ARE CONSULTING PROJECTS THAT MAY INVOLVE PROPRIETARY WORK, AND DO NOT FALL WITHIN THE EDUCATIONAL MISSION OF THE GLOBAL AGING INSTITUTE OR CONSTITUTE PROJECTS THAT THE GLOBAL AGING INSTITUTE WOULD NORMALLY BE EXPECTED TO UNDERTAKE. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE 990 IS PROVIDED TO THE PRESIDENT FOR REVIEW BEFORE FINALIZING. THIS DRAFT IS ALSO PROVIDED FOR REVIEW TO THE CORPORATION'S DIRECTORS AND COUNSEL. FORM 990, PART VI, SECTION B, LINE 12C IN ACCORDANCE WITH THE CORPORATION'S CONFLICT OF INTEREST POLICY, ALL OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE TO THE BOARD OF DIRECTORS THE MATERIAL FACTS OF A PROPOSED CONTRACT OR TRANSACTION THAT MAY INVOLVE A CONFLICT OF INTEREST. ANY SUCH CONTRACT OR TRANSACTION MUST BE REVIEWED BY THE DISINTERESTED DIRECTORS, AND MAY ONLY BE AUTHORIZED, APPROVED OR RATIFIED IF A MAJORITY OF THE DISINTERESTED DIRECTORS DETERMINE IN GOOD FAITH TO THEIR SATISFACTION THAT THE CONTRACT OR TRANSACTION WOULD BE IN THE BEST INTEREST OF THE CORPORATION AND WOULD OTHERWISE HAVE BEEN AUTHORIZED OR ENTERED INTO IN THE ORDINARY COURSE OF THE CORPORATION'S BUSINESS. FORM 990, PART VI, SECTION B, LINE 15A THE FOLLOWING PROCESS APPLIED TO THE GLOBAL AGING INSTITUTE'S PRESIDENT, WHO IS ALSO A DIRECTOR. IN ACCORDANCE WITH THE CORPORATION'S CONFLICT OF INTEREST POLICY, IN THE EVENT THAT THE CORPORATION CONSIDERS COMPENSATING AN OFFICER OR DIRECTOR AS AN EMPLOYEE, OR ENGAGING AN ENTITY AFFILIATED WITH AN OFFICER OR DIRECTOR TO PROVIDE THE CORPORATION SERVICES, THE BOARD OF DIRECTORS CREATES A COMPENSATION COMMITTEE MADE UP OF DISINTERESTED DIRECTORS TO REVIEW THE PROPOSED SERVICES TO BE PROVIDED BY SUCH DIRECTOR OR OFFICER, OR HIS OR HER AFFILIATED ENTITY. IF THE COMPENSATION COMMITTEE IS SATISFIED WITH THE PROPOSED SERVICES, AND THAT RETAINING OR ENGAGING THE OFFICER OR DIRECTOR (OR AFFILIATED ENTITY) DOES NOT VIOLATE THE CORPORATION'S CONFLICT OF INTEREST POLICY, THE COMMITTEE SHALL RECOMMEND THAT THE BOARD ENTER INTO AN ENGAGEMENT, SETTING THE COMPENSATION AT A LEVEL THAT MEETS GENERALLY ACCEPTED STANDARDS AND THAT SUCH COMPENSATION FALLS AT OR BELOW THE COMPENSATION EARNED BY SIMILARLY SITUATED PERSONS OR ENTITIES WITH THE SAME OR SUBSTANTIALLY SIMILAR RESPONSIBILITIES IN THE WASHINGTON, D.C. REGION. AS PART OF THE ANNUAL BUDGETING PROCESS, INDIVIDUAL COMPENSATION DATA IS ALSO REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS BEFORE INCLUSION IN THE FINAL BUDGET. NO OTHER DIRECTORS RECEIVED COMPENSATION FROM THE CORPORATION IN 2024, AND, OTHER THAN THE PRESIDENT, THERE WERE NO KEY EMPLOYEES IN 2024. FORM 990, PART VI, SECTION C, LINE 19 COPIES PROVIDED ELECTRONICALLY OR VIA MAIL UPON REQUEST