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 eight full years of operation have shown 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.

Ruling year info

2013

President

Rebecca Weber

Executive Director

Mr. Gerald L Hafer

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.

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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 we have experienced a dramatic outpouring of interest (we currently handle more than 300 inquiries each month). In addition, we maintain robust websites on the topics of Social Security and Medicare; these sites are updated seven days per week. Finally, we routinely offer public seminars and workshops on these (and other) 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, having through the years endorsed a number of initiatives aimed at improving the lives of millions and millions of citizens who have answered the call to serve. Now, in a move to take its Veteran-support commitment to a higher level, AMAC has launched its “Veterans 2021 Project,” a multifaceted blueprint for organizing an approach on several coordinated levels. Working in conjunction with a variety of established organizations providing assistance and guidance to Veterans and their families, the “Veterans 2021 Project” will expand AMAC’s reach into the Veteran community. It will provide a number of specific new programs intended to make a material contribution to the benefit of this large and growing community of American Heroes. The AMAC Foundation has been assigned primary responsibility for coordinating activities within this initiative.

Population(s) Served
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 2021, our six-Advisor staff we’ve helped well over 20,000 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 of whom anxious to make a decision and needing to know the implications of these decisions. In addition to the direct service to the public, our Advisors are frequently called on to provide policy-related consulting on congressional bills affecting Social Security, and regularly conduct presentations to the public on matters relating to Social Security.

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 plan to repeat this event in 2022, and to supplement our editorial efforts with relevant articles on the concept.

Population(s) Served

For the past year or two, we’ve regular published a new in-depth article every Monday at 9:00 am, and in 2021 the pace accelerated such that we’re posting more than that. In fact, 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. This pace is faster than our 2021 schedule, where we hit the air waves with an average of six several post each month. We use these posts to convey critical ideas to our constituency on subjects of substantial importance to Seniors, and one of these is a topic we continue to visit frequently—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

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 has been piloted at a local company, and subsequently conducted at a second company in northern Florida, with an aggressive marketing campaign slated to commence in 2022.

Population(s) Served
Seniors
Adults
Seniors
Adults
Seniors
Adults

Where we work

Accreditations

National Social Security Association, LLC 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

Adults

Related Program

Social Security Advisory Service

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

These statistics reflect the volume of activity we've dealt with in our Social Security Advisory Service since our launch in 2016. The 2021 volume is continuing to grow at even faster pace,.

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

Increasing

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

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, Seniors

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. We normally conduct 2-3 per month, although the COVID-19 pandemic has forced a temporary halt.

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 their focus, and presenting them to selected regions of the country via the AMAC network, with local facilitation provided by AMAC volunteers. Several years ago, we began broadcasting selected seminars via our internal live streaming service, with streamed events recorded and subsequently made available for on-demand access by the public on our Foundation website. We are continuing this approach, archiving this the content Foundation's website.

Another local focus area is the Foundation's staff of certified 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 also 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've 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 now been in operation for eight years, and in that period of time 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 has providing counseling service to well over 20,000 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 700-800 requests every month--folks needing assistance and guidance in navigating the Social Security maze and protecting their future financial well-being. This is truly 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 of these events via the Foundation’s website, and through the provision of hundreds of radio broadcasts on Social Security issues, the Foundation’s reach has experienced considerable expansion over the past two 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.

Details on these accomplishments are presented in our published Annual Reports, along with our plans for the coming year and our thoughts on the road ahead. While our progress since launching eight years ago has been solid, we know that continued broadening of our exposure and our reach is essential to maintaining relevance in a rapidly evolving world. As a result, we plan to continue aliging 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 collecting feedback from the people you serve?

    Electronic surveys (by email, tablet, etc.), Suggestion box/email,

  • 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.

  • With whom is the organization sharing feedback?

    The people we serve, Our staff, Our board,

  • 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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AMAC FOUNDATION INC

Board of directors
as of 04/25/2022
SOURCE: Self-reported by organization
Board chair

Rebecca Weber

AMAC, Inc.

Term: 2020 - 2022

Judith Weber

AMAC Foundation

Rebecca Weber

AMAC, Inc.

David Weber

AMAC, Inc.

John Caffrey

Castle Financial Advisors

Maureen Otis

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

Mary Lewis

Liberty Tree Alliance

Kurt Meyer

AMAC, Inc.

M. West

The Foundation Assisting Seniors

John Grimaldi

John Grimaldi Consulting

Sandra 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? Not applicable
  • 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 4/25/2022

Who works and leads organizations that serve our diverse communities? GuideStar partnered on this section with CHANGE Philanthropy and Equity in the Center.

Leadership

No data

The organization's co-leader identifies as:

No data

Race & ethnicity

Gender identity

 

Sexual orientation

Disability