irs program accomplishments · form 990 part iii · fy2020
What they reported doing
- #1 primary $163KHEALTH INSURANCE INFORMATION CLAIMS ASSISTANCE (HIICAP): PROVIDING INFORMATION, EDUCATION AND ASSISTANCE TO ELDERLY RELATING TO INSURANCE POLICIES, PRACTICES AND CLAIMS.
- #2 $216KPROTECTION OF ADULTS/OMBUDSAN: PROVIDES EDUCATION TO PRIMARILY TO PROFESSIONALS AND CAREGIVERS REGARDING LIVING CONDITIONS IN ADULT HOMES AND LONG-TERM CARE FACILITIES IN BROOME AND DELAWARE COUNTIES.
named programs · 5 · from sources
What they call their work
Advanced Planning for End-of-Life (APEL)
Educates individuals on advance directives, healthcare proxies, and living wills, offering forms and guidance to facilitate end-of-life planning conversations.
Enhanced Multi-Disciplinary Teams (E-MDT)
Coordinates professionals across systems to intervene in cases of elder abuse, including financial exploitation, neglect, and physical or psychological abuse, in Broome, Chenango, Delaware, Otsego, and Tioga Counties.
Health Insurance Information Claims Assistance Program (HIICAP)
Provides unbiased counseling and assistance to older adults navigating Medicare, Medicaid, and other health insurance programs, including enrollment and cost-saving options.
Independent Consumer Advocacy Network (ICAN)
Provides information and support on Managed Long-Term Care plans for individuals eligible for both Medicare and Medicaid, helping them access community-based services.
Long-Term Care Ombudsman Program (LTCOP)
Advocates for residents in nursing homes, assisted living, and adult care facilities by addressing concerns related to care, rights, and quality of life; operates in Broome, Chenango, Delaware, and Tioga Counties.
activities · 7 groups
What they do
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Senior Advocacy and Civic Engagement 2 activities
- Advocacy and Coalition ParticipationParticipates in regional inter-agency councils and coalitions focused on long-term care, family violence prevention, and faith-based community action to advocate for systemic improvements in elder care and protection.
- Community Education and TrainingProduces and distributes a quarterly newsletter for midlife and older adults in the Southern Tier region and offers Aging Sensitivity Training that promotes empathy in serving older adults and educates on age-related changes and the ombudsman program’s advocacy role.
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Elder Abuse and Legal Advocacy Services 2 activities
- Advocacy and Intervention in Elder and Adult AbuseOperates Enhanced Multi-Disciplinary Teams (E-MDTs) in Broome, Chenango, Delaware, Otsego, and Tioga Counties to identify, investigate, and intervene in cases of elder abuse, financial exploitation, and severe self-neglect. Provides advocacy and case intervention to restore safety and protect assets for older adults and vulnerable adults aged 18–59.
- Capacity Building for Elder Abuse ResponseProvides technical assistance, program development, and policy support to enhance and expand Enhanced Multi-Disciplinary Teams (E-MDTs) across New York State to improve systemic responses to elder abuse.
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Advance Care Planning Support 1 activity
- Educational Seminars and Advanced Care PlanningOffers quarterly seminars on Medicare, Medicaid long-term care options, end-of-life planning, and long-term care insurance. Distributes advance directive forms and instructional materials, including the Five Wishes booklet, and facilitates conversations about healthcare proxies and living wills through the Advanced Planning for End of Life (APEL) program.
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Medicare Counseling and Assistance 1 activity
- Health Insurance Counseling and AssistanceProvides free, confidential counseling to Medicare beneficiaries in Broome and Tioga Counties to understand their health insurance options, select and enroll in appropriate plans, file claims, and resolve coverage issues. Offers facilitated enrollment assistance for Medicaid, Medicare Savings Programs, and Medicaid buy-in programs for working people with disabilities.
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Senior Independence Support Services 1 activity
- Information and Referral ServicesMaintains an up-to-date, comprehensive directory of services for seniors in Broome County and provides access to published resources, including a Medigap summary spreadsheet with premium rates and insurer information for local beneficiaries.
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Long-Term Care Advocacy & Provider Support 1 activity
- Long-Term Care Ombudsman ServicesProvides free and confidential ombudsman services to residents of long-term care facilities in Broome, Chenango, Delaware, and Tioga Counties. Conducts regular facility visits to advocate for residents, resolve concerns about care or living conditions, and support individuals enrolled in managed care plans with complaints, appeals, or access issues.
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Professional Membership and Association Benefits 1 activity
- Membership Benefits and Support ServicesOffers members priority access to Medicare enrollment appointments, priority reservations for seminars, and priority consideration for services with waitlists. Provides free lamination of Medicare cards, free assistance completing living wills and healthcare proxies, and a quarterly mailed newsletter (Mature Messenger).
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financials · form 990 · fy2024
revenue
Total revenue$984K
Contributions & grants$970K99%
Program service revenue$00%
Investment income$8K1%
Other revenue$6K
expenses
Total expenses$928K
Program expenses88%
Admin / overhead8%
Fundraising4%
Salaries & benefits$714K
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$768K
Cash$201K
Investments$72K
Liabilities$277K
Net assets$491K
Liquid reserves3.5 mo
3 years on record · 2020–2024 · YoY revenue +39.1%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 1
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| Jessie Stone He | Executive Dir. | 38 | $73K |
board members · 8
- Amanda Giannone — Director
- Ellen McNulty — Director
- Greg Catarella — Director
- Jean Westcott — Director
- Kimberly Brady — Director
- Lakshmi G Poranki — Director
- Maria Motsavage — Director
- Nate Nosel — Director
relationships · 44
Who they work with
- Administration on Aging Funder — Federal funder supporting the Long-Term Care Ombudsman Program.
- Association of Fundraising Professionals (AFP) Finger Lakes Chapter Partner — Jessie Stone He served on the board, indicating professional affiliation and collaboration.
- Broome County Partner — Provides services and maintains a directory of resources for seniors in Broome County.
- Broome County Family Violence Prevention Council Partner — Staff participate in council activities focused on preventing family violence.
- Broome County Office for Aging Funder — Provides local financial support for the HIICAP program.
- Broome County Office for Aging Partner — Local government partner hosting information for the Long-Term Care Ombudsman Program.
- Broome County Office for Aging Partner — Works closely with Broome County Office for Aging to assist older adults, though each organization provides distinct services.
- Broome County of Churches Faith in Action Partner — Staff collaborate with faith-based network to support community action initiatives.
- Broome Inter-Agency Planning Committee Partner — Staff engage in inter-agency planning efforts in Broome County.
- Broome Long-Term Care Coalition Partner — Staff participate in coalition addressing long-term care needs in Broome County.
- Chenango County Long-Term Care Coordinating Council Partner — Staff contribute to long-term care coordination in Chenango County.
- Chenango Inter-Agency Council Partner — Staff collaborate on inter-agency initiatives in Chenango County.
- City of Binghamton Community Block Grant Funder — Provides local financial support for the HIICAP program.
- Conrad & Virginia Klee Foundation Funder — Provides local financial support for the HIICAP program.
- Delaware County Care Transitions Committee Partner — Staff support care transitions planning in Delaware County.
- Delaware County Long-Term Care Council Partner — Staff participate in long-term care council in Delaware County.
- Endicott Rotary Club Partner — Jessie Stone He served on the board, indicating community partnership through civic engagement.
- Facebook Partner — Uses Facebook as a platform to share information and connect with the public
- Federal State Health Insurance Information Program Funder — Provides funding for the HIICAP no-cost service.
- HIICAP Network — Member of the Health Insurance Information Claims Assistance Program network providing insurance-related support to older adults.
- Humane Society Partner — Robin Latham served as a volunteer and board member, indicating organizational affiliation.
- Lifespan of Greater Rochester Funder — Partial funder of the Enhanced Multi-Disciplinary Teams program.
- Medicaid Government — Assists individuals in enrolling in Medicaid and related programs.
- Medicare Government — Supports enrollment in Medicare Savings Programs.
- NYS Health Insurance Counseling and Assistance Program Funder — Provides funding for the HIICAP no-cost service.
- New York City Elder Abuse Center (NYCEAC) Network — Oversees E-MDT development in New York City, while Action for Older Persons operates in upstate counties.
- New York State Department of Health Government — Source of advance directive forms referenced in program materials.
- New York State Office for Long-Term Care Government — State-level partner providing oversight and information for the Long-Term Care Ombudsman Program.
- New York State Office for the Aging Funder — Partial funder of the Enhanced Multi-Disciplinary Teams program.
- New York State Office of Victim Services Funder — Partial funder of the Enhanced Multi-Disciplinary Teams program.
+ 14 more
strategies · 5
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Advance Care Planning Through Facilitated Educationmethodology: advance_care_planning_educationBy using education and facilitated conversations about healthcare proxies and medical wishes, we improve end-of-life decision-making and family preparedness, because informed discussions increase the likelihood of care alignment with personal values and reduce family conflict.
- Client-Centered Advocacy and Empowermentmethodology: client-centered_advocacyBy providing unbiased information, personalized guidance, and individualized counseling, we improve older adults' ability to make informed decisions and navigate complex systems, because empowering clients with knowledge and tailored support increases engagement and improves health and social outcomes.
- Empathy Building Through Sensory Awareness Trainingmethodology: empathy_through_sensory_awarenessBy using aging sensitivity training that simulates age-related sensory changes, we increase empathy among caregivers and professionals, because experiential understanding of sensory challenges leads to more respectful and effective interactions with older adults.
- Impartial Advocacy in Long-Term Care via Ombudsman Modelmethodology: collaborative_advocacyBy training ombudsmen to resolve resident concerns through regulatory knowledge and collaboration with facility staff, we improve quality of life in long-term care, because independent, resident-focused advocacy increases responsiveness and systemic improvements.
- Multidisciplinary Collaboration to Address Elder Abusemethodology: coordinated_multi-disciplinary_responseBy coordinating case reviews and leveraging cross-system collaboration among agencies with distinct expertise, we improve responses to elder abuse and self-neglect, because a tailored, interdisciplinary approach increases intervention effectiveness and systemic accountability.