2007 ANNUAL REPORT · 2019-02-04 · Martis. 2007 ANNUAL REPORT 4 National council on aging tive...

IMPROVING THE

LIVES OF OLDER

AMERICANS

2 0 0 7 A N N U A L R E P O R T

F O R A L L O L D E R A D U LT S

• Improved health and reduced disability• Increased participation in meaningful work

and volunteer activities

FOR OLDER ADULTS W ITHL IM ITED MEANS

• Increased access to benefits and resources

F O R F R A I L A N D “AT - R I S K ”O L D E R A D U LT S

• Enhanced ability to live in communitieswith dignity, choice, and financial security

Impact Areas

• Social and economic justice• Respect and caring for all

• Innovation• Excellence and integrity

Core Values

A D V O C A C Y

• Being a national voice and an advocate

I N N O V AT I O N

• Fostering and diffusing innovations• Developing and deploying interactive

decision-support systems

C O L L A B O R AT I V E L E A D E R S H I P

• Creating and leading strategic alliancesand partnerships

• Organizing and mobilizing a nationwidenetwork of organizations and leaders

Core Competencies

To improve the lives of older Americans

Mission

Founded in 1950, the National Council on Aging (NCOA) is a nonprofit organization with anational network of more than 14,000 organizations and leaders. Our members include seniorcenters, area agencies on aging, adult day service centers, faith-based service organizations, senior housing facilities, employment services, consumer groups, and leaders from academia,business, and labor.

Who We Are

National council on aging 1

2007 ANNUAL REPORT

n Innovation—Helping people and organi-zations to develop better services andstrategies for meeting the needs of olderpeople and helping take the best of theproven ideas to “scale” nationwide.

n Advocacy—Being the nation’s most trust-ed national voice and advocate for olderpeople, especially disadvantaged and vul-nerable seniors, and for the communityorganizations that serve them.

The same burning passion that brings ustogether also spurs us to strive to do muchmore in the future. The aging of our societypresents enormous challenges and opportu-nities that we must address, and it won’t beenough to rest on our laurels. In the yearsahead, we are determined to have 100 timesthe social impact that we have today.

If you are one of NCOA’s current members, staff, partners, or financialsupporters, we thank you for your essentialcontributions to our work. If you are new toNCOA, we invite you to join us on this chal-lenging and deeply rewarding quest to makelife better for millions of older Americans andfor our future selves.

Aburning passion tomake life better for

millions of older Am-ericans…that is whatbrings together all of thepeople and organizationsthat belong to and partnerwith the National Councilon Aging (NCOA).

We are very proud ofthe many ways that NCOAand its partners are help-ing older people to behealthy, independent,financially secure, andmore actively engaged intheir communities.

In this annual report,you will read about howNCOA is applying threecore competencies toimprove the lives of olderAmericans:

n Collaborative leadership—Leading with-out authority, across boundaries, withpeople different from ourselves to achieveextraordinary results.

A Quest to Make Life BetterBy James Firman, President & CEO, and Ronald Schoeffler, Chair

James Firman

Ronald Schoeffler

2007 ANNUAL REPORT

2 National council on aging

in all of the programs for which they qualify atone time—a person-centered approach that iseffective and saves both time and resources.

Key Accomplishments


NCOA leads the Access to Benefits Coalition,a network of more than 100 national organi-zations and 40 local coalitions involving hun-dreds of community-based organizations thatwas created to help seniors and youngerpeople with disabilities get the benefits forwhich they are eligible. Since January 2006,this coalition has produced nearly 100,000enrollments in the Medicare Part D ExtraHelp/Low-Income Subsidy (LIS).

NCOA also has partnered withAstraZeneca Pharmaceuticals to create MyMedicare Matters, an initiative designed tohelp individuals learn more about Medicare’sprescription drug coverage. In its first year,My Medicare Matters held 3,100 communityeducation events nationwide and individuallycounseled 210,000 people about their drugcoverage options. The campaign, which gen-erated significant national and local mediacoverage, earned a Silver Anvil award fromthe Public Relations Society of America.

My Medicare Matters also includes a user-friendly Web site where older adults and theircaregivers can learn about their Medicare ben-efits. In 2007, My Medicare Matters launchedMy Medicare Community, an online communi-ty for professionals and volunteers who workwith people with Medicare. As of earlyDecember, the community had 800 membersand was growing steadily.

Mission & GoalsNCOA believes that all older Americans—particularly those with limited incomes andresources—should have easy access to theprivate and public benefits programs forwhich they are eligible. Unfortunately, enroll-ment rates in many benefits programs havehistorically been low.

Up to 4.2 million Medicare beneficiarieswith limited incomes are eligible for—but notreceiving—critical assistance to help pay fortheir prescription drugs under Medicare PartD. And only 13 percent of individuals whoare eligible participate in one of the MedicareSavings Programs (MSPs), which help benefi-ciaries with limited means pay their Medicarepremiums and cost sharing.

NCOA is working to change these numbers.Through a network of community-basedorganizations, NCOA is providing outreach,education, eligibility screening, and enrollmentassistance to older adults across the country.NCOA also is advocating for a nationwideinfrastructure in which individuals can enroll

Benefits for SeniorsHelping older Americans access benefits that canimprove the quality of their lives…


2007 ANNUAL REPORT

I N N O V AT I O N

The impact of NCOA’s benefits outreach andenrollment efforts is evident nationwide. WithNCOA’s support, community-based organiza-tions have helped to generate 2 millionscreenings and identified more than $6 bil-lion in benefits for older adults using NCOA’sBenefitsCheckUp™, a free Web-based servicethat screens individuals for more than 1,550benefits programs. BenefitsCheckUp™ con-tinues to garner awards and recognition; USAToday named it “a gem of personal financialcyberspace” in June 2007.

To spur even greater creativity at the locallevel, NCOA has established the innovativeBenefits Enrollment Fund, which pays localagencies a set amount for each person theyhelp enroll in key benefits programs. In asuccessful pilot project, 19 agencies in theGulf Coast region helped 1,419 older hurri-cane survivors access critical public bene-

Juanita and Betty’s Story Like many Americans today, Juanita Martisjuggles her job, her family, and her agingparents, who have needed progressivelymore assistance in recent years. Juanita’smother, Betty Romanyzyn, suffers fromhealth problems and recently became con-cerned about her ability to remain inde-pendent in her apartment. Although Juanitahelps her every day, she was losing hopethat her mother would be able to remain inher home.

Just when things seemed unmanage-able, Juanita heard about BenefitsCheck-Up™, offered through the Lehigh ValleyAlliance on Aging in Bethlehem, PA. A vol-unteer helped Juanita input all of hermother’s information into the program.Minutes later, BenefitsCheckUp™ returned

a complete printout of allthe benefits to which Bettywas entitled—including aPennsylvania Department ofAging waiver to pay for in-home care, Life Line homealert services, a MedicareSavings Program, and arental rebate program. Alltold, BenefitsCheckUp™ found $17,792worth of benefits for Betty, allowing her toremain in her own home.

Betty’s case is exceptional, but manyindividuals find benefits they wereunaware of when they use Benefits-CheckUp™. Thanks to the program, 3,571older adults in the Lehigh Valley alonehave received $1.1 million worth of newbenefits in the past three years.

Making a Difference

fits—benefits with an expected lifetime valueof more than $10.6 million.

A D V O C A C Y

NCOA is a leading advocate for improvingseniors’ access to benefits. It worked to createa Center on Senior Benefits Outreach andEnrollment in the 2006 reauthorization of theOlder Americans Act (OAA). NCOA also testi-fied before Congress, released a report, andworked with lawmakers to advance legislationto significantly strengthen Medicare assistancefor low-income beneficiaries through the MSPsand Medicare Part D Extra Help.

“ As an eldercare consultant, I use and refer clients toBenefitsCheckUp™ frequently. Thank you so muchfor providing such a needed and excellent resource.”

—Ruth Sanderson, RN, BSN, Eldercare Consultant, Tacoma, WA

Betty Romanyzynand JuanitaMartis

2007 ANNUAL REPORT


tive strategy and identify and promote bestpractices. In 2007, the coalition releasedCreative Practices in Home Safety Assessmentand Modification, a report spotlighting 10 cre-ative and replicable programs and practicesthat can reduce home hazards for older adults.

NCOA also brings health education andawareness programs directly to olderAmericans through its health education pro-gram. In 2007, more than 1,100 seniors partici-pated in NCOA’s Connect the Dots program,designed to help them understand the risk fac-tors for diabetes and hypertension and howthey can access Medicare’s prevention benefits.With corporate sponsors, NCOA conductedsimilar campaigns on critical health topics suchas shingles, peripheral artery disease, and nor-mal pressure hydrocephalus.

Under the leadership of the University ofColorado Health Sciences Center, NCOA alsoco-directs the Practice Change Fellows pro-gram, a network dedicated to improving geri-atric care and shaping health policy. Eachyear, 10 of the nation’s most promisingphysicians, nurses, and social workersreceive a two-year fellowship to helpimprove elder care.

I N N O V AT I O N

NCOA plays a pivotal role in the U.S. Ad-ministration on Aging’s (AoA’s) Evidence-Based Disease Prevention Program. In 2007, ithelped AoA launch its second national initia-tive, which includes three-year grants to 24states to facilitate adoption of evidence-basedhealth promotion and disease prevention pro-grams for older adults. NCOA operates a Na-tional Technical Assistance Center for grantees,which provides forums for shared learning andconsultation. In 2007, NCOA secured $8.4 mil-

Mission & GoalsNCOA is working to help older Americanslive healthier and longer lives by increasingthe quality and accessibility of health pro-gramming in communities nationwide. OlderAmericans are disproportionately affected bychronic diseases that account for seven ofevery 10 deaths and more than three-quartersof all health expenditures in the U.S.

Research shows that specific interventionscan have a significant impact on older adults’health, yet many seniors simply don’t haveaccess to programs that can provide thesebenefits. NCOA believes that the 29,000 com-munity-based organizations currently reaching7 to 10 million older adults each year are avaluable and untapped resource in offeringthese evidence-based programs. Through itsCenter for Healthy Aging, NCOA is working toidentify, translate, and disseminate evidenceon what works in areas such as chronic dis-ease self-management, fall prevention, physicalactivity, mental health, and healthy eating.

Key Accomplishments


NCOA coordinates the National Falls Free™Coalition, a collection of national organizationsand state coalitions working to reduce fallsand fall-related injuries among older adults.Coalition members work to advance a legisla-

Healthy AgingPromoting proven programs that can help olderAmericans remain healthy and vital…

“NCOA’s leadership in the national dissemination ofthe Chronic Disease Self-Management Programhas provided our agency with a valuable vehicle toreach out to diverse older adults.”

—Maria Oquendo-Scharneck, Health and DiversityCoordinator, AgeOptions, Oak Park, IL

lion over five years from the AtlanticPhilanthropies to strengthen the AoA initiative.

NCOA’s work is having an impact nation-wide. Aging service organizations in more thanhalf of the states now offer the StanfordChronic Disease Self-Management Program,Enhance Fitness, Matter of Balance, or similarprograms designed to help seniors from di-verse backgrounds live healthier lives. Eachmonth, 35,000 users visit the Center forHealthy Aging’s Web site, which has becomethe single-best source for information onhealthy aging programs.

NCOA also has identified best practice physi-cal activity programs for older adults. With theHealthy Aging Research Network and theComprehensive Health Education Foundation,NCOA established a Web-based registry of localphysical activity programs called Active Options.In 2007, 14 states started using ActiveOptions.orgto inventory current programs.

A D V O C A C Y

NCOA is a national voice for the importanceof older adult health programming based onproven scientific evidence. Thanks to itswork, evidence-based health programming isnow a major component of AoA’s Choicesfor Independence strategy to modernizehealth and long-term care for older adults.Total public-private investment in evidence-based prevention programming in the agingservices network now exceeds $50 million.In 2006, NCOA was pivotal in inserting newlanguage into the OAA that encourages evi-dence-based health programming at the com-munity level.

In 2007, NCOA also worked successfullywith members of Congress to advance legis-lation that incorporated recommendationsfrom the National Falls Free National ActionPlan developed by the Falls Free™ Coalition.


2007 ANNUAL REPORT

Kathy Stangl’s Story At age 55, Kathy Stangl of Des Moines, IA,was diagnosed with a rare, progressivelung disease called lymphangioleiomy-omatosis (LAM).

“I thought it would kill me before Icould spell it!” Stangl said. “Twenty-fourletters, and the doctor said I’d be dead insix months…what a race.” Instead of giv-ing in, Stangl got educated.

In 2007, she joined 15 other older adultsliving with chronic disease in a self-manage-ment workshop designed to teach her howto manage her condition. Developed byresearchers at Stanford University, the pro-gram is funded through the U.S. Admin-istration on Aging. NCOA provides technicalsupport to the program.

“I loved it,” Stangl said of the six-weekworkshop. “I learned how to pace myself

using action plans and not to try to dotoo much. Now, I focus on what I cando to make my life as joyous andmeaningful as possible.”

Stangl learned to use tools such asbrainstorming, problem-solving, andaction plans to deal with the pain,fatigue, shortness of breath, and anxietyof her condition.

Stangl was so impressed with theclass that she now teaches it. The pro-gram uses two trained peer leaders,one or both of whom have a chronic condition, to facilitate the small-groupmeetings.

“Being involved as a peer leader meansI have the opportunity to help empowerothers to take charge of their conditionsand of their lives,” Stangl said. “The classhelps you live life, not just endure it.”

Making a Difference

Kathy Stangl

2007 ANNUAL REPORT


Mission & GoalsNCOA believes that older adults can play anintegral role in solving communities’ criticalsocial problems. The impending retirementof the baby boom generation offers anunprecedented opportunity to tap into theseindividuals’ skills, time, and desire to stayactively engaged in their communities. NCOAworks to identify and disseminate innovativeprograms that will engage older adults asboth paid employees and volunteers.

Key Accomplishments


In 2007, NCOA received a three-year grantfrom the AoA to provide training and techni-cal assistance to a dozen projects that servegrandparents raising grandchildren, parentsraising children with special needs, and/orcaregivers of frail elders. A primary goal ofthe Multi-Generational and Civic EngagementInitiative will be to identify and supporteffective programs that have the potential forwide-scale replication.

NCOA also has continued its key role intwo federal programs—the Senior CommunityService Employment Program (SCSEP) fornearly 50 years and the Senior EnvironmentalEmployment (SEE) program for nearly 20,

helping to provide job training and unsubsi-dized employment opportunities for matureworkers. In fiscal year 2007, NCOA’s SCSEPsites served more than 4,036 older workers.NCOA placed 655 mature workers in unsubsi-dized employment in job assignments rangingfrom receptionists and clerical aides to health-care workers. NCOA’s SEE program served135 enrollees in fiscal year 2007.

I N N O V AT I O N

Through its Wisdom Works: Building BetterCommunities initiative funded by MetLifeFoundation, NCOA is promoting the use ofself-directed teams of new retirees to helplocal organizations meet community needs.In pilot projects, teams of older adults cametogether to identify and tackle critical issuessuch as childhood obesity and West Nilevirus. Based on their success, NCOA is build-ing a model program that provides leader-ship training for key program staff, identifieslead volunteers, and uses peer mentors tohelp older adults take responsibility toresolve problems. In 2007, Wisdom Worksidentified six additional senior centers toexpand the program and set the stage fortaking the concept to scale nationwide.

NCOA’s RespectAbility initiative also isdeveloping 21st century approaches to estab-lishing new roles for older volunteers.RespectAbility has identified and funded 22Models of Significant Service sites to placeolder adults in leadership and professionallevel roles that help organizations fulfill theirmission. RespectAbility launched a ContinuousLearning and Innovations Community, anonline tool where members can share, learn,and exchange resources. It also is developinga Web-based evaluation tool to capture key

Work & VolunteeringSupporting innovative efforts to engage olderAmericans in their communities…

“NCOA’s civic engagement initiatives have preparedour agency for the future by testing volunteerstrategies and self-directed teams and addingsophistication to our volunteer efforts, specificallytargeted to a new generation of older adults.”

—Christine Beatty, Director, Madison Senior Center,Madison, WI

metrics to demonstrate the return on investingin older adults as a new talent pool.

A D V O C A C Y

NCOA’s MaturityWorks Alliance is a nationalvoice and advocate for public policies, busi-ness practices, and societal attitudes thatenable employers to recruit, retain, and valuemature workers. In 2007, the alliance offeredWebinars on managing a multi-generationalworkforce, phased retirement, and cognitivefitness at work. It also reviewed proposed

legislation on mature workers and careertransitions and submitted comments to theU.S. Department of Labor on the report of itsOlder Worker Taskforce.

NCOA also was instrumental in havinglanguage on the value of civic engagementamong older adults included in Congress’2006 OAA reauthorization. The act nowincludes funding for multi-generational andcivic engagement programs and calls for acomprehensive strategy for using older adultsto address local needs of national concern.


2007 ANNUAL REPORT

Dave Rudy’s StoryLike many of today’s retirees,Dave Rudy had a successfulprofessional career before retir-ing seven years ago. He soonbegan looking for places wherehe could put his skills to use tobenefit his community.

His search led him to theNewark Senior Center in Newark,DE, where he quickly saw that

many people with a lifetime of knowledge andexperience were being underutilized by non-profit organizations. The executive directorapproached him about becoming a key volun-teer for NCOA’s Wisdom Works initiative, amodel program designed to empower self-directed teams of older adults to help localorganizations meet critical community needs.

Rudy jumped on board and helped to createthe Short-Term Assistance Network for Non-profits, a group of 15 committed senior vol-unteers who plan and support a variety of tasksand projects. Using his professional experienceas a team leader, Rudy and his fellow volun-teers updated and improved the volunteertraining program at a local hospice organiza-tion, modified the rental agreement text for thesenior center, and is advising another seniorcenter as it works toward accreditation.

Jackie Warren’s StoryJackie Warren came to the SeniorCommunity Service EmploymentProgram (SCSEP) at the NorthernKentucky Community Action Com-mission after a series of financial set-backs that had left her reeling.Because she wasn’t old enough toreceive Social Security benefits, shedesperately needed a job but didn’tknow where to start.

With a good personality and a friendly,caring attitude, Warren was a prime candidatefor a job. The main stumbling block was thather son, who had lost his job and gone backto school, was depending on her to care forhis two school-age daughters.

SCSEP staff stepped in to help. In addi-tion to finding Warren a position as a childtransportation worker, they investigated andlearned that Warren’s son was eligible toreceive subsidized after-school childcare forhis daughters, and they even found whichprograms had openings. As a result, whenWarren was offered the job, she was able totake it without worry. She is now happilyearning a living knowing that her grand-daughters are cared for and safe.

Making a Difference

Dave Rudy Jackie Warren

2007 ANNUAL REPORT


Mission & GoalsNCOA is working to support all olderAmericans in their efforts to remain independ-ent in their own homes and communities. Thenationwide network of aging services organi-zations funded through the OAA plays a criti-cal role in delivering services that can help

seniors stay healthy and living on their own.NCOA is a national advocate for increasingfunding for OAA programs, as well as for pro-moting other initiatives that can help olderhomeowners tap the equity in their homes tohelp them successfully age in place.

Key Accomplishments


As the 2007 chair of the 54-memberLeadership Council of Aging Organizations(LCAO), NCOA led the effort to create a setof Long-Term Care Financing Principles anda permanent Long-Term Care Committee andapply innovative organizational strategies tostrengthen the organization. The LCAO is acoalition of national nonprofit organizationsconcerned with the well-being of America’solder population and committed to repre-senting their interests in the policy-makingarena.

I N N O V AT I O N

NCOA is working to expand the resourcesavailable to seniors interested in tapping theirhome equity to help them age in place. In2007, NCOA formed the Aging in PlaceReverse Mortgage Counseling Network inpartnership with the AoA and MoneyManagement International, a nonprofit creditcounseling organization. The network bringsaging and disability resource centers and areaagencies on aging into the reverse mortgageconsumer counseling arena. Members pro-vide counseling to seniors, explaining termsand financial implications of reverse mort-gages, as well as alternatives to a loan.Counselors also discuss social services that,in conjunction with a reverse mortgage, mayfill gaps between income and expenses.During the initial pilot testing phase of theproject, network members counseled morethan 300 older homeowners. The project isset to expand to 20 states in 2008.

Staying IndependentAdvocating for initiatives that help seniors stayindependent as long as possible…

“NCOA is a national voice and champion for agingservices providers at the local level. NCOA’s advocacy work is not about abstract policy, butabout real programs that make a critical differencein the lives of the people we serve.”

—Diane Harry, Senior Services Director, St. Joseph’sMercy Health Center, Hot Springs, AR

A D V O C A C Y

NCOA is a leading national advocate forthe OAA. It played a pivotal role in helpingto reauthorize the OAA in 2006, creatingnew programs for civic engagement andevidence-based health promotion. TheOAA is the backbone of services toAmerica’s aging population, funding servic-es such as meals programs, senior centers,older worker programs, and caregiver support.

In 2007, NCOA launched a Support OurSeniors Campaign to urge Congress toincrease OAA funding. During the cam-paign, aging advocates sent more than1,100 e-mails to their members ofCongress, telling their personal stories ofwhy OAA funding is critical to their com-munities. The grassroots advocacy effortpaid off when Congress approved $111million in increases to the OAA for fiscalyear 2008.


2007 ANNUAL REPORT

Alta Stevens’ StoryHot meals delivered to an older adult’sdoorstep can be the one service thatmakes it possible to stay independent. TheOAA-funded Meals on Wheels programalso is a critical way to check on vulnera-ble seniors who are living alone. Two driv-ers from the Neighborhood HouseAssociation in Lorain, OH, learned this les-son in a compelling way in 2007.

One day, Alta Stevens, 70, who hadbeen receiving meals for four years andwas always waiting for the driver, didn’tanswer her door. The Meals on Wheelsdrivers—Dorothea Glenn and DorisLawson—continued to knock.

“The driver peeked in the windowand saw Mrs. Stevens on the floor,”explained Lisa Sierk, development direc-tor. Stevens was able to scoot herselfover to unlock the door, but she did notremember who she was, how old shewas, or what had happened to her.Glenn and Lawson quickly called 911,then stayed to keep Stevens alert untilthe ambulance arrived.

Stevens’ daughter had just checked onher mother, so the timing of the Meals

on Wheels delivery made all the differ-ence. As it turns out, Stevens suffered aminor stroke, but received timely careand is back in her own home receivingmeals again.

“She calls our drivers her ‘angels onwheels,’” Sierk said. “These are lowerincome people … living on their ownwho can’t cook for themselves anylonger,” she added. Having a meal helps“keep someone in their own home andin their comfortable environment as longas possible.”

Making a Difference

Dorothea Glenn (left) and Doris Lawson (right),two Meals on Wheels drivers for the NeighborhoodHouse Association in Lorain, OH.

2007 ANNUAL REPORT


Mission & GoalsNCOA seeks to support professionalsthroughout the aging network by offeringmembers access to timely news and informa-tion, best practices in the field, educationalopportunities, and constituent groupsdesigned to enhance their professional development.

AccomplishmentsIn March 2007, NCOA collaborated with theAmerican Society on Aging to host the field’slargest meeting. Approximately 3,200 peopleattended the annual conference in Chicago,where they heard presentations on a widerange of critical issues facing members of theaging network. NCOA also hosted 12Webinars throughout the year as part of itsHealthy Aging Briefing series. Nationalexperts discussed current topics such as cut-ting-edge senior center programming, fallsprevention, medication use among seniors,civic engagement, and caregiver resources.More than 1,300 individuals logged onto thebriefings in 2007.

NCOA interest groups continued to offermembers opportunities for networking, lead-ership, and recognition. The NationalInstitute of Senior Centers (NISC) hasapproved 128 senior centers for accreditationor reaccreditation, a process that helps cen-ters critically evaluate their programs in orderto meet national standards. NISC also helpedmembers prepare for and publicize thenation’s first Senior Center Month inSeptember 2007 to celebrate the vital servicesthey provide to the community.

NCOA continued to provide useful infor-mation to help members do their jobs better.In 2007, NCOA redesigned its award-winningWeb site to make it easier to navigate andmore helpful for aging-field professionals,seniors, their families, and others. NCOA alsolaunched a new online service called MyNCOA, which allows visitors to get timelynews targeted to their area of interest anddonate to NCOA online. An array of otherpublications and e-newsletters continue tokeep members up-to-date on critical issuesrelated to their field.

Membership

Goals & AccomplishmentsNCOA continued to generate positivechanges in net assets and grow reserve bal-ances in fiscal year 2007, extending to fivestraight years of positive growth in unrestrict-ed net assets. The changes in “unrestricted”net assets may be viewed as our results of“operating” activities for the year, whichexcludes the additional awards that are“restricted” or reserved for future activities.

The net change in unrestricted assets was$0.7 million for fiscal year 2007, bringing thebalance in unrestricted net assets at the endof 2007 to more than $2.5 million. The oper-ating revenues for 2007 were $41.5 millionwith federal grants accounting for 69 percentof the funding, as NCOA continues to diver-sify and raise revenue from non-governmen-tal sources. This percentage of non-federalfunding is up significantly (to 31 percent)from the level five years ago when thesesources only made up about 13 percent ofNCOA’s revenue.

For 2007, as in previous years, NCOA con-tinued to maximize resources used to sup-port the organization’s core mission, expend-ing 95 percent of its operating resources ondirect programs.

The following charts present the highlightsof the revenue and expenditure distributionsby categories for fiscal year 2007. Full audit-ed financial statements for fiscal year 2007are available upon request.


2007 ANNUAL REPORT

Finance

Government Funding

Foundation and Corporate Grants

Other Operating Funds

5%

25%

69%

2007 Distribution of Revenues

Senior Assistance & Education(Healthy Aging, Civic Engagementand Benefits Access)

Member Services & Other Programs

4%

Senior Employment & Studies (Workforce Development)

Management and Fundraising

4%

28%

64%

2007 Distribution of Expenses

2007 ANNUAL REPORT


FoundationsAARP FoundationMetLife FoundationThe Archstone FoundationThe Atlantic PhilanthropiesThe GAP FoundationThe John A. Hartford FoundationThe Robert Wood Johnson FoundationThe Virginia G. Piper Charitable TrustWallerstein Foundation for Geriatric Life

Improvement

GovernmentNational Heart, Lung, and Blood InstituteState of ArizonaU.S. Administration on AgingU.S. Agency for Healthcare Research

and QualityU.S. Centers for Disease Control &

PreventionU.S. Centers for Medicare & Medicaid

ServicesU.S. Corporation for National &

Community ServiceU.S. Department of Health & Human

Services, Assistant Secretary for Planning &Evaluation

U.S. Department of LaborU.S. Environmental Protection AgencyU.S. Substance Abuse & Mental Health

Services AdministrationWashington State Department of Health &

Human Services

Other Supporting PartnersHome Safety CouncilMathematicaMoney Management InternationalNational AssemblyNational Association of Area Agencies

on AgingPharmaceutical Research and Manufacturers

of America Rutgers Center for State Health PolicyVolunteer Impact Fund, spearheaded by

The UPS Foundation

CorporationsAstraZeneca Pharmaceuticals LPBristol-Myers SquibbCGI-AMSCodmanCommunications PartnersCoventry Health Care, Inc.Cox CommunicationsCVS/pharmacyKaiser Health Plan, Inc.Merck & Co., Inc.Novartis PharmaceuticalsPfizer IncWyeth

NCOA Supporters

C H A I R

Ronald W. Schoeffler, Ed.D.Amsterdam, New York

I M M E D I AT E PA S T C H A I R

Sandra KingJewish Family Service of Los Angeles, Los Angeles, CA

D I R E C T O R S

Christine BeattyMadison Senior Center

Madison, WI

Rutherford (Jack) BriceDecatur, GA

Kristine DukeCenla AAA

Alexandria, LA

Monsignor Charles FaheyFordham UniversityBronx, New York

Andrew GreeneRobert Wood Johnson Health Network

New Brunswick, NJ

Forest HarperPfizer Global Pharmaceuticals

Pfizer IncNew York, NY

Frances HesselbeinPeter F. Drucker Foundation for Nonprofit Management

New York, NY

Warren KantorThe Foundation to Benefit Our Seniors

Philadelphia, PA

Mark McClellanAEI—Brookings Joint Center

Washington, DC

Molly MettlerHealthwise, Inc.

Boise, ID

Skip SchlenkThe Lupus Foundation

Denver, CO

Satya VermaPennsylvania College of Optometry

Elkins Park, PA

P R E S I D E N T A N D C E O

James P. Firman, Ed. D.

2 0 0 5 - 2 0 0 8

NCOA Board of Directors

1901 L Street NW, 4th Floor n Washington, DC 20036 n 202-479-1200 n Fax: 202-479-0735 n www.ncoa.org

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