National Council on Aging2023年年度報告.pdf

1、July 1,2022 June 30,2023FISCAL YEAR 2023Annual Report The National Council on Aging(NCOA)is the national voice for every persons right to age well.We believe that how we age should not be determined by gender,color,sexuality,income,or ZIP code.Working with thousands of national and local partners,we

2、 provide resources,tools,best practices,and advocacy to ensure every person can age with health and financial security.Founded in 1950,we are the oldest national organization focused on older adults.2024 National Council on Aging.All Rights Reserved.Health.3Financial Security.4Public Policy&Research

3、.6Events&Education.7Digital Engagement.8Financial Highlights.10Supporters.14Board of DirectorsChair Kathy J.Greenlee,JD,Senior Director of Elder Justice Initiatives,ADvancing StatesTreasurer Constance Weaver,Chief Marketing Officer,EquitableSecretary Peter Ziebelman,Managing Director and Co-Founder,

4、Palo Alto Venture Partners Members Phil Buchanan,President,The Center for Effective PhilanthropyElizabeth Cole,Senior Vice President and Chief Human Resources Officer,Cambia Health Solutions David J.Markiewicz,(Retired)Former Executive Vice President,Greater Southeast,American Heart Association Eliz

5、abeth Palmer,Chief Marketing Officer,Corebridge FinancialMartha B.Pelaez,PhD,(Retired)Former Regional Advisor on Aging Pan American Health Organization/World Health Organization(PAHO/WHO)Sian-Pierre Regis,FilmmakerSomava Saha,MD,MS,Founder and Executive Lead,Well-being and Equity (WE)in the World W.

6、June Simmons,President&CEO,Partners in Care FoundationCheryl E.Woodson,MD,Principal,Dr.Cheryl E.Woodson,LLCContentsOfficers and Board (20222023)3National Council on Aging|FY 2023Ramsey Alwin President&CEOAlfreda Davis Chief of StaffKaren Davis Chief Development&Marketing OfficerJosh Hodges Chief Cus

7、tomer Officer Kristen Kiefer Chief Advocacy&Engagement Officer (July-October 2022)Kevin Madden Chief Financial OfficerBrenda Sulick Chief Advocacy&Engagement Officer (March-June 2023)Alicia Waller Chief People Officer (July-December 2022)Donna Whitt Chief Financial Officer (July-December 2022)3NCOA

8、Executive TeamLeslie CieplechowiczChronic DiseaseNCOAs National Chronic Disease Self-Management Education(CDSME)Resource Center works to increase access to,and use of,CDSME and other evidence-based programs to help older adults and adults with disabilities live longer,healthier lives.In FY23:The Cen

9、ter continued to provide leadership,guidance,and technical 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 included support of 35 CDSME grantees funded b

10、y the U.S.Administration for Community Living/Administration 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.During this time period,11,658 people in 1,172 community-based CDSME workshops.

11、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 presentations at national conferences.The Center hosted educational webinars for p

12、rofessionals in the aging and public health fields focused on topics ranging from the building blocks of developing or participating in a community care hub to strategies for effective fund development to support evidence-based programs.The Center also hosted monthly Grand Rounds webinars focused on

13、 best practices for virtual implementation of programs.Falls PreventionThe NCOA National Falls Prevention Resource Center supports the implementation,dissemination,and sustainability of evidence-based falls prevention programs and strategies across the nation to reduce the incidence of falls among o

14、lder 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 leads the Falls

15、Free Initiative,which includes national organizations and state coalitions on falls prevention charged with promoting effective strategies to prevent falls and fall-related injuries.In FY23:The Center provided leadership,expert guidance,and resources to support 34 state grantees with implementing,sc

16、aling,and sustaining evidence-based falls prevention programs.The Center managed the largest falls prevention program database in the U.S.The grantees enrolled 8,337 participants in 589 evidence-based falls prevention workshops.The Center developed resources for older adults,caregivers,and professio

17、nals to increase public awareness about falls and to connect older adults with evidence-based falls prevention programs in their community.NCOA and the Falls Free Initiative led the 15th annual Falls Prevention Awareness Week(FPAW),empowering older adults with the confidence to protect themselves fr

18、om fall-related injuries across 48 states.National FPAW awareness and media efforts reached an estimated 513 million individuals.At the state and community level,the State Falls Prevention Coalitions members reached 2 million individuals through education,awareness,and advocacy efforts,as well as fa

19、lls risk screenings and falls prevention programs NCOA surveyed state FPAW participation and published the results in a compendium of activities.HealthAccomplishments5National Council on Aging|FY 2023Senior CentersNCOAs National Institute of Senior Centers(NISC)is an expanding network that strengthe

20、ns senior centers impact by promoting best practices,peer networking,advocacy,research,training,and skills development.In FY23:NCOA continued to develop the Modernizing Senior Centers Resource Center(MSCRC)through a cooperative agreement with ACL.The MSCRC provides leadership,training,technical assi

21、stance,peer networking,and a clearinghouse of best practices.As part of the MSCRC,NCOA:-Convened an Advisory Committee of national leaders to guide the developmen of the MSCRC and shape the conversation about modernization of senior centers.-In partnership with a lead researcher,published a report b

22、ased on an environmental scan of senior centers that creates a blueprint for modernization.Supported NCOAs Age+Action Conference with a dedicated senior center track attended by 205 senior center professionals supported by 132 registration scholarships.-Continued to support senior centers with resou

23、rces,webinars,online conversations,and best practices.NCOA created and shared 13 videos with the network featuring messaging about the variety of opportunities to be discovered in senior centers.The videos had almost 60,000 views with an above average 5%engagement rate.NCOAs Senior Center Month tool

24、kit had an increase of 60%in pageviews.As part of a broad engagement strategy to expand the senior center network,NISC moved to a free Affiliate Membership model with 65%growth.Thirteen senior centers completed National Senior Center Accreditation,a self-guided and peer-reviewed process that is endi

25、ng this year to provide an opportunity to broaden the reach.NCOA recognized 15 winners in the annual NISC Programs of Excellence and established a searchable clearinghouse for best practices.Through the NISC Leadership Collaborative and events like the Older Americans Act Notice of Proposed Rulemaki

26、ng,NCOA leveraged the senior center network for information from the field.As part of the Vaccine Uptake Initiative,NCOA awarded contracts to 150 senior centers to support COVID and flu vaccinations in their communities.Barbara DolanArash AfsharVaccinesIn December 2022,NCOA was awarded a$50 million

27、grant from ACL to lead a nationwide campaign to ensure older adults and people with disabilities get the latest COVID and flu vaccines.The grant was the largest in NCOA history and came at a time when the majority of seasonal flu and COVID deaths were among older adults,and COVID vaccine rates were

28、low.In FY23:NCOA selected 180 grantees in 38 states,Washington,D.C.,and Puerto Rico through a three-phased review panel process.Staff supported grantees via onboarding sessions,data collection trainings,regional office hours,and one-on-one technical assistance sessions.NCOA developed and released a

29、Take Action Toolkit for grantees that included messaging and creative marketing materials that had been tested with the target audience.The initiative resulted in:Aging MasteryNCOA created Aging Mastery to help older adults build their own playbook for aging well.Aging Mastery comes in two formats:A

30、ging 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.Central to the Aging Mastery philosophy:the be

31、lief that modest lifestyle changes can produce big results.Mastery comes from turning -1,318 first doses of the COVID vaccine-5,223 second(or later)doses of the COVID vaccine-1,223 flu vaccines-4,765 supportive services such as transportation and scheduling 7National Council on Aging|FY 2023Financia

32、l SecurityBenefits AccessNCOA helps qualified older adults and individuals with disabilities enroll in programs that pay for health care,prescriptions,food,utilities,and other daily expenses.In FY23:NCOA supported 85 Benefits Enrollment Centers(BECs)that help low-income people with Medicare access a

33、ll the benefits they may be missing.The BECs helped over 174,000 people submit over 268,000 applications for benefits estimated to be worth over$588 million.NCOAs Center for Benefits Access provided resources and technical support to states that receive Medicare Improvements for Patients and Provide

34、rs Act(MIPPA)funding to help low-income individuals apply for Medicare subsidies.MIPPA grantees assisted over 71,000 individuals with Extra Help/Low Income Subsidy(LIS)and Medicare Savings Programs(MSP)applications.As part of the Senior SNAP Enrollment Initiative funded by the Walmart Foundation,24

35、community organizations assisted over 8,700 low-income older adults in applying for the Supplemental Nutrition Assistance Program(SNAP).Direct Care WorkforceIn response to a growing shortage of skilled direct care workers,NCOA received ACL funding to establish the Direct Care Workforce Strategies Ce

36、nter.The Center aims to build national capacity to support community living by providing resources,technical assistance,and training to state systems to improve recruitment,training,and retention of the nations direct care workforce.In FY23:NCOA led a consortium of nine partner organizations to cond

37、uct an environmental scan of the direct care workforce crisis.The scan included a robust literature review;in-depth interviews with stakeholders in 16 states to determine critical success factors around the recruitment,retention,and training of the direct care workforce;interviews with direct care w

38、orkers;a landscape analysis of employer models;discussions with service recipients and family caregivers;and ongoing analysis of critical policy drivers influencing states.Mature Workers NCOA is a national sponsor of the Senior Community Service Employment Program(SCSEP),funded through the U.S.Depar

39、tment of Labor.In FY23:SCSEP served 4,537 participants who provided over 2.4 million hours of community service.The program placed 429 trained participants in jobs.these lifestyle changes into habits that lead to improved health,stronger economic security,enhanced well-being,and increased societal p

40、articipation.In FY23:NCOA expanded Aging Mastery to 819 sites in 39 states,serving over 1,262 older adults.As of June 2023,a total of over 32,726 people had participated in AMP classes,and more than 14,234 had received Aging Mastery Starter Kits.Public PolicyNCOA is a national voice for older adults

41、 and the organizations that serve them.Our goal is to protect and strengthen major public programs,particularly for disadvantaged and vulnerable older adults.In FY23,NCOA:Led the advocacy efforts to include improvements in low-income assistance for Medicare beneficiaries.Starting in 2024,the Part D

42、Low-Income Subsidy(LIS,or Extra Help)further reduces out-of-pocket costs for beneficiaries with incomes between 135-150%of the federal poverty level by eliminating“partial”subsidies and replacing them with much more generous“full”subsidies.This provision will particularly help low-income Black and H

43、ispanic Medicare beneficiaries,who are more likely than white beneficiaries to have incomes in this range.Played a leadership role on a provision to cap Medicare out-of-pocket costs for insulin at$35 per month.Played a leadership role in eliminating the current 5%coinsurance for high,catastrophic an

44、nual drug costs,which could be difficult to afford for those needing to take expensive drugs,or those with chronic conditions who need to take a significant number of different drugs.The provision ensures that annual prescription drug out-of-pocket cost sharing will be no higher than$2,000.Beneficia

45、ries will also have the option to break that amount into more affordable monthly payments.Secured historic investments in final FY23 appropriations legislation thanks to a new Congressional champion of falls prevention.These included doubling existing programs at ACL and the Centers for Disease Cont

46、rol and Prevention(CDC);providing first-time funding for the ACL Interagency Coordinating Committee on Healthy Aging and Age-Friendly Communities and the new Research,Demonstration and Evaluation Center;and a$1.5 million increase for Health Promotion and Disease Prevention.Other proposed investments

47、 in NCOA priorities included a$2 million increase for the Medicare State Health Insurance Assistance Program(SHIP).Helped to shape and promote the introduction of the Senior Hunger Prevention Act by Sen.Bob Casey,D-Pa.,and Rep.Suzanne Bonamici,D-Ore.,which contains NCOA priorities for the nutrition

48、title of the 2023 Farm Bill debate,many from lessons learned from our SNAP grantee work.Outreach included facilitating dialogues with other aging and nutrition stakeholders to build support for the legislation.Released the results of NCOAs first annual What Women Say survey,which showed that half of

49、 U.S.women ages 25+are struggling financially today,and 90%or more support bipartisan policy solutions to help.Digital Engagement NCOAs digital properties are designed to reach the largest number of people possible to help them age well.In FY23:NCOAs flagship website(ncoa.org)educated 4.3 million pe

50、ople on essential topics including economic security and healthy aging.BenefitsCheckUp connected 4 million people with benefits assistance programs and resources.NCOA launched two new toolsthe Job Skills CheckUp and Budget CheckUpwhich together had 8,000 completions.Public Policy and Research9Nation

51、al Council on Aging|FY 2023 More than 36,000 individuals completed the Falls Free CheckUp to understand their risk of falling and steps to reduce that risk.NCOA Adviser brought informational content to 3.7 million people,and 63,800 people saved$22.8 million on products and services to help them age

52、well.9Colleen HennessyFinancial HighlightsFiscal year 2023 was a good year financially for NCOA.The net operating change in Unrestricted Net Assets(before Pension Plan related adjustments)was a loss of$557,629,which reflected an intention to invest in key operational areas to build capacity for futu

53、re performance.NCOA was able to capitalize on new funding opportunities for COVID vaccine promotion work that brought in additional revenues above expectations.The operating revenues for FY2023 amounted to$72.1 million,which was a 3%increase from the prior year.In FY2023,federal grants accounted for

54、 90%of the total operating revenues.As in previous years,NCOA continued to maximize resources used to support the organizations core mission,expending 94%of its operating resources on direct programs.NCOA is required to make annual,non-operating adjustments related to the recognition of the NCOA Pen

55、sion Plan liabilities.For FY2023,this adjustment was a positive$408,183 compared to a positive$363,329 in FY2022.The volatility in the pension-related adjustments each year is driven by market conditions,as well as the impact of changing discount rates and actuarially based mortality tables used to

56、measure the unfunded liabilities.This adjustment is reflected as Nonoperating Income in the Consolidated Statement of Changes in Net Assets included in this report.With these results,the total Unrestricted Net Assets decreased in FY2023 by$149,446 compared to an increase of$8,463,834 in FY2022.The m

57、ajority of the increase in FY2022 was attributable to a generous$8 million unrestricted gift from MacKenzie Scott.In addition to the Unrestricted Net Asset changes(how NCOA manages our current year funding),we also have some multi-year Restricted Awards that carry over across fiscal years.We measure

58、 the change in Restricted Net Assets as wellthe difference between the total new restricted awards received and the values of those used in the current fiscal year.For FY2023,we had a net decrease in Restricted Net Assets of$2,323,504 to$2,395,324.The decrease reflects the expected work performed re

59、lated to the restricted net assets during the year,and the remaining balance provides a source of funding for future program services.NCOAs Statement of Financial Position remains strong,showing total Net Assets at the end of FY2023 of$9,669,625.The net assets are fully liquid and available to suppo

60、rt programs and operations as needed.The following charts present the highlights of revenue and expenditure distributions by categories for FY2023.Full Audited Financial Statements for FY2023 and for prior years are available on NCOAs website at www.ncoa.org.11National Council on Aging|FY 2023Govern

61、ment grants and contractsFoundation and corporate grants and contracts ContributionsWorkforce DevelopmentHealthy Aging ProgramsEconomic Security InitiativesPublic Policy,Advocacy and OutreachManagement and generalFundraising 2023 Revenues as Percent of Total2023 Expenses by CategoryNCOA Consolidated

62、 Statement of Financial Position for the Year Ended June 30,2023 Assets Cash and cash equivalents$1,192,870 Cash restricted for grants and contracts 43,079 Accounts receivable,net 492,147 Grants and contributions receivable,net 345,863 Amounts due from subgrantees and federal agencies 5,200,020 Prep

63、aid expenses and other assets 375,828 Investments:Investments in marketable securities-FJC 2,826,836 Investments in marketable securities-Fidelity 7,925,064 Total investments 10,751,900 Operating lease right of use assets,net 4,921,908 Property and equipment,net 500,169 Total assets$23,823,784 Liabi

64、lities and net assets Accounts payable and accrued expenses 4,543,427 Advances to subgrantees 1,742,098 Deferred revenue 761,692 Operating lease liabilities,net 5,854,861 Accrued pension cost 1,252,081 Total liabilities 14,154,159 Net assets(deficit):Beginning net assets without donor restrictions 7

65、,423,747 Change in net assets without donor restrictions (149,446)Ending net assets without donor restrictions 7,274,301 Beginning net assets with donor restrictions 4,718,828 Change in net assets with donor restrictions (2,323,504)Ending net assets with donor restrictions2,395,324 Total net assets

66、9,669,625 Total liabilities and net assets$23,823,784 See complete set of Audited Financial Statements with accompanying footnotes and disclosures at NCOAs website www.ncoa.org/page/finances.13National Council on Aging|FY 2023NCOA Consolidated Statement of Changes in Unrestricted Net Assets20232022R

67、evenue and other support:Government grants and contracts$64,744,112$54,443,375 Foundation and corporate grants and contracts 5,109,803 6,200,832 Contributions 872,514 8,682,118 Conferences and other 616,624 337,877 Investment income,net 761,211 11,437 Total revenue and other support$72,104,264$69,67

68、5,639 Operating Expenses:Workforce Development$34,482,259$34,244,067 Healthy Aging Programs 17,675,543 4,854,712 Economic Security Initiatives 13,768,675 17,869,183 Public Policy,Advocacy and Outreach 1,861,076 1,375,390 Management and general 3,663,371 2,814,128 Fundraising 1,210,969 417,654 Total

69、Operating Expenses$72,661,893$61,575,134 Net Operating(Unrestricted)Results($557,629)$8,100,505 Nonoperating Income408,183363,329 Net Change in Unrestricted Net Assets($149,446)$8,463,834 Unrestricted Net Assets at Beginning of Year 7,423,747(1,040,087)Unrestricted Net Assets at End of Year$7,274,30

70、1$7,423,747 See complete set of Audited Financial Statements with accompanying footnotes and disclosures at NCOAs website www.ncoa.org/page/finances.CorporationsAdvanced Technology Alliance/LyftAetnaAlight(formerly Aon Hewitt Navigators)Amgen U.S.Ask ChapterBank of America FoundationBlue Cross Blue

71、Shield AssociationBlue Cross Blue Shield Kansas CityBlue Cross Blue Shield Universal Cambia Health FoundationCanary HealthCentauri Health Solutions,Inc.Corebridge FinancialCVS/AetnaFidelity Health Insurance ServicesHumanaIBMJohnson&JohnsonLoeb Enterprises/Ready Set CareMagellan HealthMedicare Choice

72、 GroupMolina HealthNationwide Financial Services,Inc.Novo NordiskPrinciple Business Enterprises,Inc./Gelok International Corp.Three ShipsWalmart FoundationZelle Foundations&NonprofitsAmerican Academy of Ophthalmology/Eyecare AmericaBenefits Data TrustCleveland Clergy AllianceCommunity Wealth Partner

73、s/Community of PracticeDaedalus FoundationGarrett Family Ever Forward FoundationHeritage for the Blind,Inc.Ho Chen Family FoundationKay Family FoundationNational Opinion Research Center at the University of ChicagoSociety for Public Health EducationThe Henry and Marilyn Taub FoundationThe Retirement

74、 Research FoundationGovernmentAdministration for Community LivingCuyahoga County Department of Senior&Adult ServicesHealth Resources&Services AdministrationSubstance Abuse and Mental Health Services AdministrationU.S.Department of LaborFY 2023 Supporters15National Council on Aging|FY 2023NCOAging|ncoa.org|2024 All Rights Reserved 251 18th Street South,Suite 500,Arlington,VA 22202