PLATINUM2023

AMAC FOUNDATION INC

Supporting and Education America's Seniors

Lady Lake, FL   |  www.amacfoundation.org

Mission

The AMAC Foundation is dedicated to protecting and ensuring the financial security, health, and social well being of current and future older Americans. Our mission is to be a source of guidance for Americans, from those on the threshold of retirement, to those either already in their retirement years or those taking a long-range look at future retirement. This guidance will take the form of valuable information on Social Security and its many parts, tracking and reporting on legislative developments affecting retirement issues, and the dissemination of individualized guidance through publications, workshops, and a variety of communication approaches.

Notes from the nonprofit

In our previous Annual Reports, we recognized that those of us affiliated with the AMAC Foundation share a bond of optimism and dedication to a mission that we see as crucial to America’s seniors. This has not changed…in fact, it’s been strengthened by the feedback we receive from those we serve, and amplified further by the support of a solid and competent Board of Directors. Our first years of operation showed us time and time again that there is a need for the services we are providing and that we plan to provide in the future, and we are confident that we’re on the right path to making this happen. With all of our projects and initiatives, the fundamental objective is to continue to brand the Foundation as a substantial, responsive asset for America’s seniors. All of us at the AMAC Foundation are grateful for the opportunity—and the responsibility--of providing services seniors need and assistance Veterans deserve.

Ruling year info

2013

President

Rebecca Weber

Executive Director

Mrs. Joleen R Teninty

Main address

312 Teague Trail

Lady Lake, FL 32159 USA

Show more contact info

EIN

32-0312372

NTEE code info

Services to Promote the Independence of Specific Populations (P80)

Personal Social Services (P50)

Seniors' Rights (R25)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Sign in or create an account to view Form(s) 990 for 2021, 2019 and 2019.
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Communication

Blog

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

Our services are focused on: (1) the general lack of understanding among folks approaching—or already enrolled in—Social Security, and (2) the absence of a source of help in understanding what to many folks is a massive and complex set of rules, regulations, and procedures that, if not clearly interpreted, could result in their inability to obtain maximum advantage from their earned benefits. These problems have been well-documented in the media and in government publications, and have prompted us to develop a solution: our free-to-the-public Social Security Advisory Service. We offer trained and certified advisors to address questions from the public, and experienced a dramatic outpouring of interest (we currently handle more than 400 inquiries each month). We maintain robust websites on the topics of Social Security and Medicare, updated each business day. Finally, we offer public seminars and workshops, in-person and virtual, on these and other Senior and Veteran-related subjects.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Social Security Report Website (SocialSecuityReport.org)

Maintenance of a website focused exclusively on Social Security and retirement. AMAC’s Social Security Report website (www.socialsecurityreport.org) is a resource for anyone interested in the state of our country’s Social Security program, and includes these features:

Daily newsfeeds on major breaking news and legislative developments affecting Social Security
Questions and answers relevant to topics of interest to the public
An archive of documents on key Social Security issues
AMAC’s proposal for prototype Social Security legislation
Designed as a service to Congressional Aides and their Senators and Representatives to stay abreast of developments and projections on Social Security and its related programs, the site has evolved to be a ready source of facts, figures, and statistics on a wide variety of Social Security-related topics.

Population(s) Served
Adults

The purpose of this specific website is to explore the Medicare topic, providing information that will help current and prospective Medicare beneficiaries understand the composition of this portion of Social Security. Likewise, the site is designed to help all Americans stay abreast of legislative activities that have an impact on their participation in Medicare. The AMAC Foundation’s objective with this site is to help Americans understand their benefits and obligations as they participate. In addition to Medicare’s background information, the site presents newsfeeds on developing information about all facets of the program. These newsfeeds, posted daily, are culled from a broad range of media sources, and are categorized as an aid to site visitors having an interest in tracking specific Medicare components.

Population(s) Served
Adults

If you passed away tomorrow, will your loved ones know what to do? Will they know where your financial information and tax records, insurance records, and investment documents are stored? Will they be able to locate your most current will, health care directives, and documented funeral wishes? Can they locate important household documents, like deeds, car titles, and pension statements? That's the central theme for this seminar series, structured to guide participants through the process of creating a “Survivor Notebook,” the repository that will help loved ones cope after a loved one's passing. Conducted in three separate two-hour sessions, we’ll walk you through identifying what needs to be considered, assembling the material as we go in an accessible format, and we’ll be developing an approach to maintaining the material so that it’s always current. You’ll leave with a physical roadmap that will be of immeasurable value to your family.

Population(s) Served
Adults

The Association of Mature American Citizens (AMAC) has long held the support of our country’s armed forces Veterans to be a priority. AMAC founder Dan Weber served in the USAF and felt strongly that Veteran entrepreneurship and community were key ingredients in the strength of our nation and its economy. AMAC’s affinity with the Veteran community is deep, with roughly 75% of membership families having a direct Veteran connection, and 31% of 2 million+ members having served in the military.
AMAC Foundation expanded its support for the Veterans Community, AMAC Foundation Veteran Outreach Program (FVOP). In collaboration with related support organizations nationwide, we serve to educate and inform American Veterans on programs and policies that will improve their lives in honor of their service to our Nation. The Foundation’s initial focus for this Veteran collaboration will center on:
Encouraging patriotic service
Suicide prevention
Transition to civilian life
Veterans in small business

Population(s) Served
Veterans
Military personnel

Throughout its operating history, our Foundation has operated a seminar series designed to bring valuable information to our Senior constituency. As we dealt with the continued Covid-19 pandemic and its recurring variants this year, we found it necessary to again limit our in-person programs in favor of a hybrid approach with frequent virtual sessions using Zoom software. We recognize that this is not an ideal way of providing information to the public, and since many folks prefer the in-person attention, we slowly began to re-enter the live seminar mode early in 2021, bringing us back into the “live” business, so to speak, at least on a limited scale. Examples of seminars and webinars offered in 2021 include:
• Protecting the Elderly from Fraud and Abuse
• Medicare Basics/New to Medicare
• Women and Social Security
• Sudden Death—Are You Prepared?
• Understanding Alzheimer's and Dementia
• Parkinson’s Disease – Overview and Q&A session
• Veterans Benefits


Population(s) Served
Seniors
Retired people

Our Foundation’s highly-acclaimed Social Security Advisory Service continues to draw accolades from an appreciative public. Through the end of 2022, our six-Advisor staff helped over 27,000 seniors navigate the Social Security maze, often rescuing them from the state of confusion they’ve fallen into as a result of the program’s massive collection of rules and regulations.

Our service level goal is to respond to most questions within 24 hours and all questions within 48 hours, depending on the amount of research required. This goal is of particular importance to those seeking service, many anxious to make a decision and needing to know the implications of these decisions.
In addition, our Advisors are frequently called on to provide group webinars or in-person presentations and policy-related consulting on congressional bills affecting Social Security. A Social Security Seminar was held again in March 2022 and 2023 to deliver the basics on SS benefits to the Lady Lake, FL region.

Population(s) Served
Adults
Seniors

Planning for retirement is a process that has multiple dimensions, beginning of course with taking the right steps to build the financial framework you’ll need to live comfortably. Then there’s the matter of maintaining your health so that you can get the most—physically—out of those leisure years. While these are arguably the two most important steps in the process, there’s a third leg to this stool that tends to require a matching level of thought: where to spend your “golden years.” An emerging trend is the desire to remain in one's home rather than an assisting living facility. In early 2020, we held a tremendously successful "Aging in Place Exposition" designed to showcase a variety of important aspects of this growing trend. Based on its success, we repeated this event in March 2023 in Wildwood, FL.

Population(s) Served
Older adults
Seniors
Caregivers
Parents

We continue to publish a minimum of 1 new in-depth article weekly. We are continuing to keep up with or exceed the pace since 2021. Through the first four months of 2022, we’ve issued 26 separate articles—many of them “guest” posts from individuals and journalists who have noticed the growing reach of our site and the value it provides. We continued to publish "original" content and work with freelance writers to ensure resources and/or links are included. From January to mid-April 2023, 21 articles were published.
We use these posts to convey critical ideas to our constituency on subjects of substantial importance to Seniors and Veterans, including Veteran-related topics, Senior care, and Elder Fraud. The articles are posted at at AmacFoundation.org/News. Other topics covered include Senior Health, Veterans Benefits, Senior Support, general Foundation news, and general holiday greetings.

Population(s) Served
Older adults
Seniors
Military personnel
Veterans
Retired people

To expand on what we’re already doing, our team completed design of a new fee-based service targeted at small to medium companies that do not have on-staff resources familiar with the intricacies of Social Security. Our design approach is to offer the service on-site at a company’s location, featuring a “packaged” approach with the following components:
• A focused seminar on Social Security, from basics to details (about a two-hour session)
• Focused discussions on items pre-selected for the audience (e.g., spousal benefits, survivor issues, calculation of benefits, filing strategies, rules for government retirees, etc.)
• Individual appointment-based sessions to discuss questions, personal situations, etc.
The service was piloted at a local company, and subsequently conducted at a second company in northern Florida. This program continues into 2023 with a potential session scheduled at a NJ company mid-year.

Population(s) Served
Seniors
Adults
Seniors
Adults
Seniors
Adults

Where we work

Awards

Best of Lady Lake 2022

Lady Lake Award Program

Affiliations & memberships

2022 Best of Lady Lake Award 2022

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of clients served

This metric is no longer tracked.
Totals By Year
Population(s) Served

Older adults, Seniors, Retired people

Related Program

Social Security Advisory Service

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

These statistics reflect the volume of inquiries our Social Security Advisory Service responded to since 2016 launch. The 2021 volume grew at a faster pace and there was a minor decrease in 2022.

Number of new website visitors

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

The Foundation's main website (AmacFoundation.org) accounts for 59% of access traffic, Social Security Report 35% and Medicare Report 6%.

Number of press articles published

This metric is no longer tracked.
Totals By Year
Population(s) Served

Seniors, Older adults

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Includes blog posts, AMAC articles, monthly newsletters, weekly "Ask Rusty" bulletins

Number of briefings or presentations held

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults

Related Program

Public Seminar Series

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

Our public seminar series covers a wide variety of topics in support of our mission, in-person, virtually, and/or in collaboration with organizations that have similar goals for the population served.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

The Foundation's goal is to help protect and ensure the financial security, health, and social lives of current and future mature Americans, and to help Americans navigate the bewildering array of decisions they need to make.

In addition to providing seminars on topics of importance to seniors, the Foundation is staffed with NSSA-certified Social Security Advisors dedicated to providing credible information to individuals in, or aging into, Social Security beneficiary status. This press release was issued in mid-2016 to explain the launch of this service:

Members of the Lady Lake-based AMAC Foundation staff have earned accreditation as National Social Security Advisors, qualifying them to counsel retirees and pre-retirees on questions and issues pertaining to Social Security. The training preceding the qualification exam equips these Advisors to provide guidance on the many Social Security options available, and enables them to provide a trusted service to the public. Certification is accredited through the Ohio-based National Social Security Association (NSSA).

Our Advisors are available to handle questions submitted to the Foundation, either by telephone (888-750-2622), by email ([email protected], or in-person by appointment at the Foundation's office (312 Teague Trail, Lady Lake, Florida).

“The certification of our Foundation representatives is critical to our mission of supporting and educating America's seniors," reported Foundation President Dan Weber, “and we believe that providing credible, unbiased information to people in, or aging into, Social Security is an important part of what the Foundation does. And, since the Foundation is a tax-exempt organization relying solely on contributions from the public to operate, there is no charge for this valuable service."

Learn more about these accredited individuals via the Social Security Report website, a related service of the AMAC Foundation. This site contains a wealth of information about the U.S. Social Security System, featuring thousands of news reports on a variety of Social Security and retirement-related topics, as well as a library of important reports and documents regarding what's happening in Social Security. Site visitors will find, among other useful features, a daily Q&A panel providing useful information on commonly- asked questions, as well as a collection of helpful tools for use in planning retirement strategies and as an electronic version of the Foundation's “Who's Who in Social Security" publication. The site is key-word searchable, making it a handy source of information for people needing to research specific aspects of Social Security.

Initially, we are focusing on two fronts: (1) the national level, with our publicly-accessible websites (Social Security Report and Medicare Report) and our accredited Social Security Advisory Service; and (2) locally, with provision of educational programs and regularly-scheduled editorial content aimed primarily toward seniors.
We are continually honing these initiatives to sharpen our focus and present nationwide via the AMAC network, community collaborations, or local organizations, with local facilitation provided by AMAC volunteers.
Throughout the years, there were broadcasted seminars via internal live streaming service, with streamed events recorded and subsequently made available for on-demand access by the public on our Foundation website and YouTube channel. We continue this approach, archiving content on the Foundation's website.

Another local focus area is the Foundation's staff of accredited Social Security Advisors described in the preceding section. Our strategy for continually improving the level of service in this area is to maintain an up-to-the-minute awareness of Social Security policy and regulation, and remaining a state of readiness to provide consultation to AMAC's advocacy organization--AMAC Action--in the analysis of congressional bills as they are introduced in Congress.

On the local level, we constantly solicit feedback from constituents on the need for information in support of the Senior community, taking this feedback and using it to create an on-going schedule of seminars and briefings for the public.

The Foundation's staff is small but competent, as evidenced by the successes we've already generated. We have substantial intellectual capacity in the form of affiliated staff members having extensive professional experience, and we have access to volunteers capable of delivering the services we believe are integral to the well-being of our constituents. We produced outstanding results with limited resources, and believe that we are poised to achieve wide-ranging results as our capacity builds. Likewise, our trained and certified Social Security Advisors form the basis for a robust level of service to seniors in need of credible information.

The AMAC Foundation has created a sound footprint in service to America’s seniors. These services have taken the form of public seminars and workshops on topics vital to an aging constituency, the operation of a vigorous online presence designed to meet the needs of seniors, and the provision of direct services in the form of credible answers to questions about the mechanics of America’s Social Security program.

Since its launch in 2016, our Social Security Advisory Service provided individual counseling service to over 27,000 Seniors desperate to understand the complexities of this program, and generally unable to obtain assistance from governmental sources. This Advisory Service, considered to be our flagship program, has been a huge success for the Foundation, and is now servicing 400+ requests every month--folks needing assistance and guidance in navigating the Social Security maze and protecting their future financial well-being. This is a national service, with requests for help originating from nearly every state in the country and from many citizens residing offshore.

Through live-streamed seminars and the on-demand availability of recorded versions, the Foundation’s reach has experienced considerable expansion over the past few years. Likewise, the Foundation has been assisted greatly by frequent opportunities to contribute to AMAC, Inc. media, primarily through regular articles on Social Security issues and reprints of Social Security Q&A newsletters in the AMAC Magazine. We also maintain a Facebook, Instagram, newsletter, and other weekly / monthly materials that keep the public "in the know."

Details on these accomplishments are presented in our published Annual Reports, along with our plans for the coming year and thoughts on the road ahead. While our progress since launch has been solid, we know that continued broadening of our exposure and reach is essential to maintaining relevance in a rapidly evolving world. As a result, we continue aligning portions of our future trajectory with AMAC’s affiliate advocacy arm, AMAC Action, and its initiative to build a nationwide network of Chapters designed to be the local face of the Association. Working through these local chapters would offer an opportunity for us to deliver services to a broader range of the public and would enable us to extend the Foundation’s brand—and by extension the AMAC brand—to an even greater audience.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • Who are the people you serve with your mission?

    We serve a population segment identified as America's Seniors, as well as any interested member of the public seeing current information about the state of our country's Social Security and Medicare programs.

  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals

  • What significant change resulted from feedback?

    Many of our services are conducted locally, but our constituency is national, As a result, when we livestream an event, our participants could be joining from anywhere in the world. For this reason, and in reaction to comments from participants, we recently modified our event announcements to include time zone.

  • Which of the following feedback practices does your organization routinely carry out?

    We collect feedback from the people we serve at least annually, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive, We ask the people who gave us feedback how well they think we responded

  • What challenges does the organization face when collecting feedback?

    It is difficult to get the people we serve to respond to requests for feedback

Financials

AMAC FOUNDATION INC
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Operations

The people, governance practices, and partners that make the organization tick.

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Connect with nonprofit leaders

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AMAC FOUNDATION INC

Board of directors
as of 04/18/2023
SOURCE: Self-reported by organization
Board chair

Rebecca Weber

AMAC, Inc.

Term: 2020 - 2023

Judith Weber

AMAC Foundation

Rebecca Weber

AMAC, Inc.

David Weber

AMAC, Inc.

John Caffrey

Castle Financial Advisors

Maureen E Otis

Law Offices of Maureen E. Otis, P.C.

Mary Parker Lewis

Liberty Tree Alliance

Kurt Meyer

AMAC, Inc.

M. Favil West

The Foundation Assisting Seniors

John G. Grimaldi

John Grimaldi Consulting

Sandra R Sinagra

AMAC Foundation

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Not applicable
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Not applicable

Organizational demographics

SOURCE: Self-reported; last updated 4/17/2023

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

No data

The organization's co-leader identifies as:

No data

Race & ethnicity

No data

Gender identity

 

Sexual orientation

No data

Disability