National Council on Aging2018年年度報告.pdf

《National Council on Aging2018年年度報告.pdf》由會員分享，可在線閱讀，更多相關《National Council on Aging2018年年度報告.pdf（12頁珍藏版）》請在三個皮匠報告上搜索。

1、July 1,2017 June 30,2018ANNUAL REPORT F I S C A L Y E A R 2 0 1 82NCOA|FY 2018OFFICERS AND BOARD BOARD OF DIRECTORS(2017-2018)ChairJames KnickmanRobert Derzon Chair in Public and Health Affairs at the New York UniversityImmediate Past ChairCarol ZernialWellMed Charitable FoundationTreasurer/Secretar

2、ySunder JoshiMembersJosefina CarbonellIndependent Living SystemsHeather DuprEggstrategyLynn Fields HarrisCenter in the ParkJulie GoonewardeneThe University of Texas SystemKathy GreenleeCenter for Practical BioethicsMark McClellanThe Duke/Robert J.Margolis,MD Ctr for Health PolicyDeDe PriestAdvisorWe

3、re a respected national leader and trusted partner to help people aged 60+meet the challenges of aging.We partner with nonprofit organizations,government,and business to provide innovative community programs and services,online help,and advocacy.Our Vision:A just and caring society in which each of

4、us,as we age,lives with dignity,purpose,and securityOur Mission:Improve the lives of millions of older adults,especially those who are struggling.2019 National Council on Aging.All Rights Reserved.Health 3 Economic Security 5 Public Policy&Advocacy 6 National Institute of Senior Centers 7Aging Maste

5、ry 8Financial Highlights 9 FY 2018 Supporters 11TABLE OF CONTENTSJune SimmonsPartners in Care FoundationJeffery SonnenfeldYale School of ManagementConnie WeaverTracker GroupCass WheelerStrategic Consultant,Coach,SpeakerPeter ZiebelmanPalo Alto Venture PartnersExecutive TeamJames FirmanPresident&CEOA

6、nna Maria ChvezExecutive Vice President&Chief Growth OfficerSaeed ElnajVice President,Information Technology&Chief Information OfficerJay GreenbergCEO,NCOA Services,LLCKristen KieferChief of StaffDonna WhittSenior Vice President&Chief Financial Officer3NCOA|FY 2018Chronic DiseaseNCOAs National Chron

7、ic Disease Self-Management Education(CDSME)Resource Center is working to increase access to,and use of,CDSME and other evidence-based programs(EBPs)to help older adults and adults with disabilities live longer,healthier lives.In FY18:The Center continued to provide leadership,guidance,and technical

8、assistance to support state and community-based organizations across the U.S.in expanding CDSME programs and embedding them in the nations health and long-term services and supports systems.This includ-ed support of 20 CDSME grantees funded by the U.S.Administration for Community Living/Administrati

9、on on Aging(ACL/AoA)through the Prevention and Public Health Fund,part of the Affordable Care Act.The Center managed the largest CDSME program database in the U.S.Over 37,392 people in 42 states participated in a community-based CDSME program.States partnered with over 591 community organiza-tions t

10、o host more than 4,032 CDSME workshops at over 2,574 unique implementation sites.The Center continued to serve as a national clearinghouse to disseminate new resources,information,and successful practices to support CDSME programming,including monthly newsletters and webinars,website resources,and p

11、resentations at national conferences.NCOAs Center for Healthy Aging hosted a national meeting with over 200 representatives from state and community-based organizations to share successes,challenges,and lessons learned around implementing,expanding,and sustaining EBPs.The Center launched several ini

12、tiatives focused on supporting community-based organizations in creating partnerships with health care entities,including the third year of intensive learning collaboratives focused on building network hubs and developing the capacity to bill for Medicare reimbursement.NCOA continued to partner with

13、 Canary Health to disseminate Better Choices,Better Health,the online version of the Chronic Disease Self-Management Program,originally developed at Stanford University.ACCOMPLISHMENTSHEALTHThrough a national network of community partners and online tools,NCOA delivers comprehensive,integrated servi

14、ces that improve the health of millions of older adults.4NCOA|FY 2018Falls Prevention The NCOA National Falls Prevention Resource Center supports the implemen-tation,dissemination,and sustainability of evidence-based falls prevention programs and strategies across the nation to reduce the incidence

15、of falls among older adults and adults with disabilities.The Center increases public awareness and educates consumers and professionals about the risks of falls and how to prevent them,and serves as a national clearinghouse of tools,best practices,and other information on falls prevention.NCOA also

16、leads the Falls Free Initiative,which includes over 80 national organizations and 43 state coalitions on falls prevention charged with promoting effective strategies to prevent falls and fall-related injuries.In FY18:NCOA continued to serve as the ACL/AoA National Falls Prevention Resource Center.Th

17、e Center provided leadership,expert guidance,and resources to sup-port 38 state and tribal grantees with implementing,scaling,and sustaining evidence-based falls prevention programs.The grantees enrolled 24,201 participants in 1,733 evidence-based falls prevention workshops.The Center developed reso

18、urces for older adults,caregivers,and professionals to increase public awareness about falls and to connect older adults with evidence-based falls prevention programs.NCOA and the Falls Free Initiative led the 10th annual Falls Prevention Awareness Day(FPAD)and celebrated a decade of empowering seni

19、ors with the confidence to protect themselves from fall-related injuries.National 2017 FPAD awareness and media efforts reached an estimated 87 million individuals.At the state and community level,the State Falls Prevention Coalitions members reached 1.1 million individuals through education,awarene

20、ss,and advocacy efforts,as well as fall-risk screenings and fall prevention programs.NCOA surveyed state FPAD participation and published the results in a compendium of activities.NCOA collaborated with key stakeholders to disseminate the 2015 Falls Free National Falls Prevention Action Plan,a bluep

21、rint describing strategies and action steps to affect sustained initiatives that reduce falls among older adults through a framework of action over the next 5-10 years.5NCOA|FY 2018ECONOMIC SECURITYNCOA boosts the economic security of millions of vulnerable,low-income older adults through our online

22、 tools and a national network of community partners.Benefits AccessNCOA assists qualified seniors to enroll in programs that pay for health care,prescriptions,food,utilities,and other daily expenses.In FY18:NCOA supported 69 Benefits Enrollment Centers(BECs)that help low-income people with Medicare

23、access all the benefits they may be missing.The BECs helped 94,089 people submit 142,063 applications for benefits worth an estimated$324 million.BenefitsCheckUp(BenefitsCheckUp.org),NCOAs free online benefits screening service,helped 531,673 people enroll in public and private benefits worth an est

24、imated$1.79 billion.NCOAs Center for Benefits Access provided resources and technical support to states helping low-income individuals apply for benefits that make Medicare affordablethe Medicare Part D Low-Income Subsidy (Extra Help)and Medicare Savings Programs.States submitted over 131,000 applic

25、ations for these two benefits,worth over$535 million in savings on prescriptions and health care.As part of the Senior SNAP Enrollment Initiative funded by the Walmart Foundation,32 community organizations assisted 28,551 low-income seniors in applying for the Supplemental Nutrition Assistance Progr

26、am(SNAP).Mature WorkersIn FY18,NCOA supported two programs that help older workers find training and employment opportunities:Our Senior Community Service Employment Program(SCSEP),funded through the U.S.Department of Labor,served 5,868 participants.SCSEP participants provided over 2.6 million hours

27、 of community service,and the program placed 881 trained participants in jobs.A total of 55 older adults were employed through our Senior Environmen-tal Employment Program(SEE),funded by the U.S.Environmental Protection Agency.Economic CaseworkThrough our network of Economic Service Centers,NCOA off

28、ers comprehen-sive,person-centered economic assistance to struggling seniors,as well as community financial education workshops and online tools.In FY18:With support from The Harry and Jeanette Weinberg Foundation and The Henry and Marilyn Taub Foundation,NCOA and its community partners assisted 529

29、 clients in getting on a path to economic security.6NCOA|FY 2018 Over 4,470 unique users visited NCOAs EconomicCheckUp (EconomicCheckUp.org),a free online consumer resource that enables older adults to find benefits,discover budgeting solutions,access employment and training,and explore using home e

30、quity.Home EquityNCOA is a national leader in educating older adults about how they can tap their home equity wisely to stay healthy and independent longer.In FY18,NCOA:Provided counseling regarding Home Equity Conversion Mortgages(HECM)to 5,507 older homeowners through our partnership with GreenPat

31、h Financial Wellness.Distributed 12,000 copies of NCOAs reverse mortgage consumer booklet Use Your Home to Stay at Home.In addition,reverse mortgage counselors across the country used NCOAs Financial Interview Tool(FIT)to conduct 71,908 FIT reviews during counseling.FIT is a mandatory part of HUDs H

32、ECM counseling and helps seniors to better assess the suitability of these loans.Counselors also completed 32,467 specialized BenefitsCheckUp screenings,with a potential value of over$203 million in benefits that could supplement or replace the resources provided by a reverse mortgage.MedicareNCOA e

33、ducates older adults on how to choose the best Medicare plan for their situation and make the most of their health care coverage.In FY18,371,855 individuals learned about Medicare coverage and costs through our educational service My Medicare Matters(MyMedicareMatters.org).Additionally,over 46,000 i

34、ndividuals used the sites two screening tools to receive personalized recommen-dations with the option to compare plans or request assistance from a benefits advisor through our partner Aon Retiree Health Exchange.PUBLIC POLICY&ADVOCACYNCOA is a national voice for older adults and the organizations

35、that serve them.Our goal is to protect and strengthen major public programs,particularly for dis-advantaged and vulnerable older adults.In FY18,NCOA:Led the effort among national senior organizations to successfully protect against major,harmful proposals to cut and cap Medicaid,which is the nations

36、 primary payer for nursing facility and home care services.We played a leadership role in successfully defeating proposals to repeal parts of the Affordable Care Act that assist older adults,including provisions that would have:(1)accelerated Medicare Part A Trust Fund insolvency;(2)repealed the Pre

37、vention and Public Health Fund,which pays for falls pre-vention and Chronic Disease Self-Management Education;(3)significantly increased premiums for Americans aged 55-64 in the non-group insurance market;and(4)repealed the Medicaid Community First Choice home care program,which NCOA helped to enact

38、.During these efforts,we chaired both the 70-member Leadership Council of Aging Organizations(LCAO)7NCOA|FY 2018and the Disability and Aging Collaborative,a coalition of more than 40 national aging and disability organizations.NCOA produced group ads and letters,numerous press interviews,blog posts,

39、issue briefs,and action alerts,as well as webinars with local leaders.Mobilized national,state,and local partners once again to counter Administration proposals to eliminate multiple investments in aging services,including the Senior Community Services Employment Program(SCSEP),Falls Prevention,Chro

40、nic Disease Self-Management Education(CDSME),Medicare State Health Insurance Assistance Program(SHIP),and Social Services Block Grant(SSBG).Led the effort to extend expiring funding for community-based efforts to find and enroll low-income Medicare beneficiaries in support programs that make health

41、care more affordable and provide greater economic security.Many of these vulnerable seniors do not receive these important benefits they are eligible for.Worked to ensure the medical expense tax deduction was not repealed,which would have harmed millions of older Americans with high medical expenses

42、.NATIONAL INSTITUTE OF SENIOR CENTERS NCOAs National Institute of Senior Centers(NISC)strengthens senior centers by promoting best practices,advocacy,research,and the nations only national standards and accreditation program.In FY18:NISC celebrated 47 years of service and sponsored the 38th annual N

43、ational Senior Center Month in September.The theme was Senior Centers:Building Momentum(Connecting,Learning,Giving,Growing).26 senior centers earned National Senior Center Accreditation,a rigorous process that ensures a senior center meets the highest standards of practice.Accreditation status lasts

44、 for five years.A total of 121 senior centers maintains national accreditation.A committee selected 14 winners out of 160 nominations for the annual NISC Programs of Excellence Awards,designed to honor and promote outstanding senior center programming.In June 2017,NISC partnered with the National As

45、sociation of Nutrition and Aging Services Programs to host the Senior Centers 2018 Conference in Charleston,SC.A total of 275 registered for the event with 35 sessions,plenaries,and networking opportunities.In partnership with the Human Animal Bond Research Institute(HABRI),NISC gathered promising p

46、ractices related to animals and the health of older adults in senior centers.In May 2018,a report to summarize finding and to educate the field about pet policies and best practices was released.8NCOA|FY 2018AGING MASTERYNCOA created Aging Mastery to help older adults build their own playbook for ag

47、ing well.Aging Mastery comes in two formats:Aging Mastery Program(AMP)classes and a self-directed Aging Mastery Starter Kit.Both versions provide a comprehensive and fun approach to positive aging by focusing on key aspects of health,finances,relationships,personal growth,and community involvement.C

48、entral to the Aging Mastery philosophy is the belief that modest lifestyle changes can produce big results.Mastery comes from turning these lifestyle changes into habits that lead to improved health,stronger economic security,enhanced well-being,and increased societal participation.In FY18:Aging Mas

49、tery expanded to 275 sites in more than 32 states serving over 2,578 older adults.As of June 2018,over 10,968 individuals had participated in AMP classes and nearly 2,000 have received Aging Mastery Starter Kits.In fall 2017,a second quasi-experimental study was conducted in Los Angeles City and Cou

50、nty in partnership with the Los Angeles Department of Aging and UCLA.The study found significant improvements in self-reported mental health.The positive results from this study were submitted for publication.Results from our previous study in New York were published in the peer-reviewed journal Hea

51、lthcare.Of participants who completed AMP classes in FY18:98%were satisfied with their education 98%said AMP was fun 98%would recommend AMP to a friend 95%said AMP improved their quality of life in other ways 83%said AMP improved their personal health In January 2018,NCOA published the Aging Mastery

52、 Playbook,a book that encourages individuals to take positive actions in six dimensions of aging well.This book is included with the new Aging Mastery Starter Kit and is also available for purchase separately on Amazon.For Aging Mastery,NCOA received support from state agencies,foundations,and corpo

53、rations including the Massachusetts Council on Aging,New York State Health Foundation,Mid-American Regional Council,the May and Stanley Smith Charitable Trust,the Margaret A.Cargill Philanthropies,and Anthem./sG9NCOA|FY 2018FINANCIAL HIGHLIGHTSFY18 was a positive year financially for NCOA.The operat

54、ing change in Unrestricted Net Assets(before Pension Plan related adjustments)was a surplus of$204,273,which is slightly lower than the prior years surplus of$738,522.In FY18,the largest areas of growth were in the federal programs SCSEP(funded by the U.S.Department of Labor)and MIPPA(funded by the

55、U.S.Administration for Community Living).NCOAs funding for SCSEP increased by$3.4 million and funding for MIPPA increased by$1.7 million.In FY18,NCOA continued with investments for a few key areas,where funding raised did not support the cost levels,including Public Policy and Advocacy.As per accoun

56、ting rules,NCOA is required to make annual,non-operating adjustments related to the recognition of the NCOA Pension Plan liabilities.For FY18,this adjustment was a positive$38,549 compared to the negative$171,030 in FY17.The volatility in the pension-related adjustments each year is driven by market

57、 conditions,as well as the impact of changing discount rates and actuarially based mortality tables used to measure the unfunded liabilities.With these results,the total Unrestricted Net Assets increased by a net$243,000 from$637,000 at the end of FY17 to$880,000 at the end of FY18.The operating rev

58、enues for FY18 amounted to$59.2 million,which was a 10.8%increase from the prior year amount.In FY18,federal grants accounted for 84%of the total revenues.As in previous years,NCOA continued to maximize resources used to support the organizations core mission,expending 95%of its operating resources

59、on direct programs.The following charts present the highlights of the revenue and expenditure distributions by categories for FY18.Full Audited Financial Statements for FY18 and for prior years are available on NCOAs website at www.ncoa.org.10NCOA|FY 2018NCOA CONSOLIDATED STATEMENT OF CHANGES IN UNR

60、ESTRICTED NET ASSETS20182017REVENUE AND OTHER SUPPORT:Government grants and contracts$49,942,171$41,234,938Foundation and corporate grants and contracts8,288,51111,159,241Membership services and conference revenues179,374170,025Contributions and other income257,792165,778Investment income49,24135,00

61、7License/sponsorship fees457,620 Total revenue and other support$59,174,709$52,764,989OPERATING EXPENSES:Workforce Development$37,299,508$30,256,111Access to Benefits11,154,91710,130,824Healthy Aging Social Enterprises6,721480,644Healthy Aging Programs2,247,7192,079,104Retirement Education Programs1

62、,599,9353,362,239Home Equity Programs374,377417,336Economic Security Initiatives427,663284,948Membership Services and Outreach499,040333,759Public Policy and Advocacy657,976393,771Aging Mastery Program1,531,5651,567,114New Business Development3,2787,699Management and General2,715,3672,327,601Fundrai

63、sing452,370385,317Total Operating Expenses$58,970,436$52,026,467Net Operating(Unrestricted)Results$204,273$738,522Other Comprehensive Income(Loss)38,549(171,030)Net Change in Unrestricted Net Assets$242,822$567,492Unrestricted Net Assets at Beginning of Year636,96869,476Unrestricted Net Assets at En

64、d of Year$879,790$636,968 11NCOA|FY 2018FY 2018 SUPPORTERSCORPORATIONSAbbott LabsAccessible SolutionsAetna/CoventryAGIS Network,Inc.Anthem,Inc.Aon Hewitt Navigators Audi/VWBank of AmericaCanary HealthCapital One ServicesCarefree Insurance ServicesCignaEPIC/Magellan Health SystemsExtend Health LLCEye

65、 Care AmericaFannie MaeGA FoodsHumanaHuman Arc CorporationKaiser Permanente/Kaiser Foundation Health Plan,Inc.LewinLyftMaximusMerck&Co.,Inc.MySeniorCenterNationwideNewton Group TransfersNovartis Pharmaceuticals NowPowPfizer Inc.PhRMAPublic Consulting GroupSanofi Pasteur Sanofi US Services-Biosurgery

66、Silvernest,Inc.WalmartWellCareGOVERNMENTCity of San FranciscoU.S.Administration for Community LivingU.S.Department of Housing&Urban DevelopmentU.S.Department of LaborU.S.Environmental Protection AgencyFOUNDATIONSAnthem FoundationBristol Myers Squibb FoundationHealth Foundation of Central and Western

67、 New York Margaret A.Cargill PhilanthropiesMay and Stanley Smith Charitable TrustNext50 InitiativePatterson FoundationPrudential Foundation The Harry and Jeanette Weinberg FoundationThe Henry and Marilyn Taub FoundationThe New York State Health Foundation The Retirement Research FoundationWalmart Fo

68、undationWells Fargo Housing FoundationOTHER SUPPORTING PARTNERSBaltimore City Health Department Aging and Care ServicesBenefits Data TrustChicago Department of Family and Support Services Cuyahoga County Department of Senior and Adult ServicesGreenPathHeritage for the BlindMassachusetts Council on A

69、gingNational Association of Area Agencies on Aging National Association of States United for Aging and DisabilitiesNew York State Health Office on AgingUniversity of California/San FranciscoUniversity of IllinoisUniversity of Minnesota#92971 2019 National Council on Aging All rights reserved.ncoa.or

70、gPARTNER251 18th Street SouthSuite 500Arlington,VA 22202NCOAgingFOLLOWGIVENCOA IS A TOP-RATED CHARITYIf you would like to make a tax-deductible,charitable donation to support services and advocacy for vulnerable older adults,please visit ncoa.org/Donate.Also,please remember NCOA,a registered 501(c)(3)charity,in your estate plans.NCOA is a qualified 501(c)(3)tax-exempt organization,and donations are tax-deductible.