Human Services

AMAC FOUNDATION INC

Supporting and Education America's Seniors

Lady Lake, FL

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 advice through publications, workshops, and a variety of communication approaches.

Notes from the Nonprofit

As noted previously, the AMAC Foundation is continuing to grow in service to its constituency, America's seniors. With over six years of operation behind it, our services are reaching an ever-growing audience on a national level. Under "Board Leadership Practices, we are unable to respond affirmatively to the question "Has the board conducted a formal, written self-assessment of its performance within the past three years?" As we move through 2020, we are making changes to the structure of our Board and will be detailing these changes in the next edition of our Annual Report. In accordance with normal business practices, we have been producing Annual Reports at the conclusion of each fiscal year of operation. The most recent edition was somewhat of an anomaly due to the serious and prolonged illness of our Executive Director; as a result of his absence through most of 2019, we elected to combine theses two operating years into a single report.

Ruling Year

2013

President

Mr. Daniel C Weber

Executive Director

Mr. Gerald L Hafer

Main Address

312 Teague Trail

Lady Lake, FL 32159 USA

Keywords

seniors social security medicare nonprofit advocacy education health

EIN

32-0312372

 Number

6852376605

Cause Area (NTEE Code)

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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Blog

Programs + Results

What we aim to solve

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

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

SOURCE: Self-reported by organization

AMAC Health Care Symposium

Social Security Report Website

Medicare Report Website

Sudden Death: Are You Prepared?

Veterans-related Support and Information

Public Seminar Series

Social Security Advisory Service

Aging In Place

Where we work

Our Results

How does this organization measure their results? It's a hard question but an important one. These quantitative program results are self-reported by the organization, illustrating their committment to transparency, learning, and interest in helping the whole sector learn and grow.

SOURCE: Self-reported by organization

Number of clients served

TOTALS BY YEAR
Population(s) served

No target populations selected

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 2020 volume is continuing to grow at even faster pace,.

Number of new website visitors

TOTALS BY YEAR
Population(s) served

No target populations selected

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context notes

The Social Security Report website accounts for about 96% of the users accessing our two focused sites: Social and Medicare/Healthcare.

Number of press articles published

TOTALS BY YEAR
Population(s) served

No target populations selected

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context notes

We routinely distribute Social Security-related Q&A type bulletins to over 7,000 media outlets, as well as general topical articles via our blog page

Number of briefings or presentations held

TOTALS BY YEAR
Population(s) served

Adults,

Aging, elderly, senior citizens

Related program

Public Seminar Series

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

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.

Charting Impact

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

SOURCE: Self-reported by organization

What is the organization aiming to accomplish?

What are the organization's key strategies for making this happen?

What are the organization's capabilities for doing this?

How will they know if they are making progress?

What have they accomplished so far and what's next?

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 certification 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 (SSAdvisor@AmacFoundation.org, 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 events like our Health Care Symposium and our publicly-accessible websites (Social Security Report and Medicare Report); and (2) locally, with provision of educational programs aimed primarily toward seniors. It is our intent to hone these local successes over the next few quarters, sharpen their focus, and then present them to selected regions of the country via the AMAC network, with local facilitation provided by AMAC volunteers. In June of 2017, we took our first step in this direction by broadcasting our first seminar via a live streaming service, and we plan to continue this approach in the months ahead. It is also planned that the content will be archived for online access via the Foundation's website.

Another local focus area is the Foundation's staff of certified Social Security Advisors described in the preceding section.

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.

Feedback from participants at our various programs and comments we receive from our Advisory service clients will enable us to determine our progress and the quality of our efforts. In addition, media attention will serve to tell us how well the results of what we're doing are becoming known. Further, the degree to which our donors support us financially is a clear measurement of our momentum and our receptivity in the community at large.

The AMAC Foundation has now been in operation for six 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. During the 2018-2019 period, the Foundation’s activities directly touched the lives of over 9,000 citizens, some via attendance at seminars and workshops, and the bulk through interaction with the highly acclaimed Social Security Advisory Service we’ve operated since 2016. This Advisory Service, considered to be our flagship program, has been a huge success for the Foundation, and is now servicing hundreds of folks 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 the remaining sections of our Annual Report, along with our plans for the coming year and our thoughts on the road ahead. While our progress since launching six 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 align 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.

External Reviews

Financials

AMAC FOUNDATION INC

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Operations

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

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Board Leadership Practices

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section, which enables organizations and donors to transparently share information about essential board leadership practices.

SOURCE: Self-reported by organization

BOARD ORIENTATION & 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?

Yes

ETHICS & 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?

No

Organizational Demographics

Who works and leads organizations that serve our diverse communities? This organization has voluntarily shared information to answer this important question and to support sector-wide learning. GuideStar partnered on this section with CHANGE Philanthropy and Equity in the Center.

SOURCE: Self-reported; last updated 07/31/2019

Leadership

No data

The organization's co-leader identifies as:

No data

Race & Ethnicity

Gender Identity

Sexual Orientation

Disability