LEADINGAGE INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LEADINGAGE INC (EIN 13-6213525)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-15
- IRS object ID
- 202532279349303053
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-15T12:54:27-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136213525 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEADINGAGE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEAD | BusinessNameControlTxt |
| Phone | 2027832242 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2519 CONNECTICUT AVENUE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20008 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATRINKA SMITH SLOAN | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 2027832242 | PhoneNum |
| Signature | 2025-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON M FOX | PreparerPersonNm |
| PTIN | P01365820 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATRINKA SMITH SLOAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2519 CONNECTICUT AVENUE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $32,757,945 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LEADINGAGE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO BE THE TRUSTED VOICE FOR AGING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 92 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $629,081 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $226,066 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,091,717 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,772,805 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,879,836 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,465,406 | CYProgramServiceRevenueAmt |
| PY Investment Income | $322,284 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,515,784 | CYInvestmentIncomeAmt |
| PY Other Revenue | $867,294 | PYOtherRevenueAmt |
| CY Other Revenue | $1,102,489 | CYOtherRevenueAmt |
| PY Total Revenue | $20,161,131 | PYTotalRevenueAmt |
| CY Total Revenue | $23,856,484 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $507,317 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $57,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,260,083 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,696,876 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,765,497 | PYOtherExpensesAmt |
| CY Other Expenses | $8,775,964 | CYOtherExpensesAmt |
| PY Total Expenses | $22,532,897 | PYTotalExpensesAmt |
| CY Total Expenses | $21,530,340 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,371,766 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,326,144 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,293,776 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,258,423 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,646,877 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,670,460 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,646,899 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,587,963 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF LEADINGAGE IS TO BE THE TRUSTED VOICE FOR AGING. OUR 6,000+ MEMBERS AND PARTNERS INCLUDE NONPROFIT ORGANIZATIONS REPRESENTING THE ENTIRE FIELD OF AGING SERVICES, 38 STATE ASSOCIATIONS, HUNDREDS OF BUSINESSES, CONSUMER GROUPS, FOUNDATIONS, AND RESEARCH CENTERS. LEADINGAGE IS ALSO A PART OF THE GLOBAL AGEING NETWORK, WHOSE MEMBERSHIP SPANS 50 COUNTRIES. LEADINGAGE IS A 501(C)(3) TAX-EXEMPT CHARITABLE ORGANIZATION FOCUSED ON EDUCATION, ADVOCACY, AND APPLIED RESEARCH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,453,410 | ExpenseAmt |
| Revenue | $7,409,615 | RevenueAmt |
| Desc | KNOWLEDGE CENTER: THE KNOWLEDGE CENTER PROGRAM INCLUDES ACTIVITIES TO DEVELOP AND DELIVER HIGH-QUALITY ONLINE AND FACE-TO-FACE EDUCATIONAL PROGRAMMING ON CURRENT ISSUES AFFECTING AGING AND AGING SERVICES AND TO DEVELOP LEADERSHIP SKILLS FOR THOSE IN THE FIELD OF AGING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,478,345 | ExpenseAmt |
| Grant | $27,500 | GrantAmt |
| Desc | PUBLIC POLICY AND ADVOCACY: THE PUBLIC POLICY AND ADVOCACY PROGRAM INCLUDES ACTIVITIES TO PROVIDE EDUCATION AND ADVOCACY SUPPORT ON PUBLIC POLICY ISSUES AFFECTING AGING SERVICES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,713,467 | ExpenseAmt |
| Grant | $30,000 | GrantAmt |
| Desc | LTSS CENTER: THE LTSS CENTER @ UMASS BOSTON CONDUCTS RESEARCH DESIGNED TO HELP THE NATION ADDRESS THE CHALLENGES AND SEIZE THE OPPORTUNITIES ASSOCIATED WITH THE GROWING OLDER POPULATION. THE LTSS CENTER IS THE FIRST OF ITS KIND TO BLEND THE RESOURCES OF A MAJOR RESEARCH UNIVERSITY WITH THE EXPERTISE AND EXPERIENCE OF APPLIED RESEARCHERS WORKING WITH PROVIDERS IN THE FIELD OF LONG-TERM SERVICES AND SUPPORTS (LTSS). THIS WORK BUILDS ON THE UNIVERSITY OF MASSACHUSETTS - BOSTON'S PARTNERSHIP WITH COMMUNITY CATALYST, A NATIONAL CONSUMER HEALTH ADVOCACY ORGANIZATION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | DescDesc | RevenueRevenueAmt |
|---|---|---|
| $1,921,151 | COMMUNICATIONS AND MARKETING: THE COMMUNICATIONS AND MARKETING PROGRAM LEADS A PROACTIVE STRATEGY FOCUSED ON MEDIA AND THOUGHT LEADERSHIP, MEMBER ENGAGEMENT, AND DRIVING DUES AND NON-DUES REVENUE. THE PROGRAM INCLUDES ACTIVITIES RELATED TO LEADINGAGE PRODUCTS, SERVICES, EVENTS, AND OTHER ASSOCIATION MEMBER AND NON-MEMBER PROGRAMS, AND SUPPORTS OVERALL ORGANIZATION COMMUNICATIONS RELATED TO CORE PRODUCTS (ANNUAL REPORTS, FACT SHEETS, INDUSTRY REPORTS, ETC.) AND CHANNELS (SOCIAL MEDIA, NEWSLETTERS, WEBSITE, ETC.). THROUGH THIS PROGRAM, LEADINGAGE MANAGES THE CREATION AND IMPLEMENTATION OF CROSS-CHANNEL CAMPAIGNS TARGETING LEADINGAGE MEMBERS, STATES, BUSINESS PARTNERS, AND OTHER STAKEHOLDERS. | |
| $1,229,856 | MEMBERSHIP SERVICES AND STATE RELATIONS: THE MEMBERSHIP SERVICES PROGRAM IS RESPONSIBLE FOR ALL ASPECTS OF LEADINGAGE MEMBERSHIP INCLUDING GROWTH AND MEMBER ENGAGEMENT AND RETENTION. THE STATE RELATIONS PROGRAM IS RESPONSIBLE FOR MANAGING AND SUSTAINING CONSISTENTLY STRONG, TRUSTING, AND COLLABORATIVE RELATIONSHIPS BETWEEN LEADINGAGE AND ITS 38 STATE PARTNERS. THE STATE RELATIONS PROGRAM PROVIDES ONGOING TROUBLE-SHOOTING AND STRATEGIC GUIDANCE TO THE LEADERSHIP OF STATE PARTNERS; AND REPRESENTS LEADINGAGE AT STATE PARTNER BOARD RETREATS, CONFERENCES, AND MEMBER EVENTS. | $9,237,801 |
| $833,928 | BUSINESS DEVELOPMENT: THE BUSINESS DEVELOPMENT PROGRAM IDENTIFIES AND DEVELOPS NEW AREAS OF GROWTH IN NON-DUES REVENUE, INCLUDING BUSINESS OPPORTUNITIES, CORPORATE SPONSORSHIPS, AND PARTNERSHIPS. THIS PROGRAM ALSO INCLUDES ACTIVITIES RELATED TO LIAISONS WITH BUSINESS MEMBERS AND FIRMS THAT ADVERTISE, SPONSOR, OR EXHIBIT WITH LEADINGAGE. | $1,766,308 |
| $342,916 | CENTER FOR AGING SERVICES TECHNOLOGY: THE CENTER FOR AGING SERVICES TECHNOLOGY (CAST) PROGRAM INCLUDES ACTIVITIES TO ENHANCE THE USE OF TECHNOLOGY TO IMPROVE THE QUALITY OF LIFE AND SERVICES FOR PEOPLE AS THEY AGE THROUGH COLLABORATIVE INITIATIVES WITH PROVIDERS, TECHNOLOGY COMPANIES, AND THE RESEARCH COMMUNITY. | $155,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,327,851 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $11,159,109 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $16,973,073 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 64 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 92 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL AMERMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2027832242 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2519 CONNECTICUT AVENUE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20008 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ROBERTO MUNIZ | ||||||||
| CHAIR-ELECT - UNTIL 12/23, CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL KING CHAIR | ||||||||
| UNTIL 12/23, IMMEDIATE PAST CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CAROL SILVER ELLIOTT | ||||||||
| IMMEDIATE PAST CHAIR - UNTIL 12/23 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHRISTIE HINRICHS | ||||||||
| MEMBER - UNTIL 12/23, CHAIR-ELECT | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRI CUNLIFFE | ||||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WALTER RAMOS | ||||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARK ANDERSON | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE BAHMER | ||||||||
| MEMBER - UNTIL 12/23 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DEKE CATEAU | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KEN DANIEL | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| COLLEEN FRANKENFIELD | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURENCE GUMINA | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA HENDERSON | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TODD MURCH | ||||||||
| MEMBER - UNTIL 12/23 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| URSULA ROBINSON | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KATE ROLF | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH SCOPELLITI | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA SULLIVAN | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ERICA THRASH-SALL | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JUSTINE VOGEL | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DANNY WILLIAMS | ||||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KATRINKA SMITH-SLOAN | ||||||||
| PRESIDENT AND CEO | 37.50 | Yes (X) | $494,527 | $0 | $77,334 | |||
| JAMES BURTON HUDSON | ||||||||
| CHIEF OPERATING OFFICER | 37.50 | Yes (X) | $287,279 | $0 | $83,362 | |||
| MICHAEL AMERMAN | ||||||||
| VP, FINANCE | 37.50 | Yes (X) | $196,761 | $0 | $15,031 | |||
| ROBYN I STONE | ||||||||
| SVP, RESEARCH/CO-DIR, LTSS CENTER | 37.50 | $362,677 | $0 | $61,744 | Yes (X) | |||
| RUTH KATZ | ||||||||
| SVP, PUBLIC POLICY & ADVOCACY | 37.50 | $323,266 | $0 | $49,689 | Yes (X) | |||
| SUSAN DONLEY | ||||||||
| SVP, MARKETING & COMMUNICATIONS | 37.50 | $246,068 | $0 | $44,100 | Yes (X) | |||
| JULIETA HOLGUIN | ||||||||
| SVP, KNOWLEDGE AND LEARNING | 37.50 | $242,551 | $0 | $42,952 | Yes (X) | |||
| SHARON C SULLIVAN | ||||||||
| VP, HEAD OF CONF SERV & BRAND EXP | 37.50 | $233,988 | $0 | $30,601 | Yes (X) | |||
| ADRIENNE L POWER-RUFFIN | ||||||||
| VP, HEAD OF LTSS STRAT INITIAT & OPS | 37.50 | $225,800 | $0 | $31,722 | Yes (X) | |||
| MARGARET A WANCA-DANIELS | ||||||||
| VP, HEAD OF BUSINESS DEVELOPMENT | 37.50 | $195,236 | $0 | $48,238 | Yes (X) | |||
| NANCY HOOKS | ||||||||
| SVP, MEMBER & STATE PARTNERSHIPS | 37.50 | $199,020 | $0 | $18,347 | Yes (X) | |||
| NICOLE FALLON | ||||||||
| VP, HEALTH POLICY & INTEGRATED SVCS | 37.50 | $202,579 | $0 | $43,810 | Yes (X) | |||
| JANINE FINCK-BOYLE | ||||||||
| VP, REGULATORY AFFAIRS | 37.50 | $219,549 | $0 | $21,107 | Yes (X) | |||
| LINDA COUCH | ||||||||
| VP, HOUSING POLICY | 37.50 | $220,249 | $0 | $18,367 | Yes (X) | |||
| AMANDA MARR | ||||||||
| VP, MEMBER EXPERIENCE | 37.50 | $181,365 | $0 | $27,398 | Yes (X) | |||
| JONATHAN LIPS | ||||||||
| VP, LEGAL AFFAIRS | 37.50 | $172,642 | $0 | $7,198 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,003,557 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $621,000 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 52 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| O'KEEFE COMMUNICATIONS LLC | |||||
| 6030 DAYBREAK CIRCLE | CLARKSVILLE | MD | 21029 | CONFERENCE SERVICES | $686,211 |
| OVG HOSPITALITY | |||||
| 2301 S LAKE SHORE DRIVE | CHICAGO | IL | 60616 | CONFERENCE CONVENTION CENTER | $439,297 |
| FREEMAN | |||||
| 2519 CONNECTICUT AVE NW | WASHINGTON | DC | 20008 | CONFERENCE SERVICES | $382,035 |
| TPG TRADE SHOW & EVENT MARKETING | |||||
| 4320 WINFIELD RD STE 200 | WARRENVILLE | IL | 60555 | CONSULTING & MARKETING | $271,541 |
| MARITZ GLOBAL EVENTS | |||||
| 540 W MADISON 4TH FLOOR | CHICAGO | IL | 60661 | CONFERENCE REGISTRATION | $227,076 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 19 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $123,173 | GovernmentGrantsAmt |
| All Other Contributions | $2,649,632 | AllOtherContributionsAmt |
| Total Contributions | $2,772,805 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $9,600,603 | $9,600,603 | |
| REGISTRATIONS/EXHIBITS | 541800 | $5,753,674 | $5,753,674 | |
| SPONSORSHIPS | 541800 | $2,462,295 | $2,192,561 | $269,734 |
| COMMISSIONS | 900099 | $254,748 | $254,748 | |
| MEMBER SERVICES | 541900 | $183,586 | $183,586 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $210,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $85,525 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $124,975 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $18,465,406 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $513,028 | TotalRevenueColumnAmt |
| Exclusion | $513,028 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $351,220 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $351,220 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $351,220 | TotalRevenueColumnAmt |
| Exclusion | $351,220 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,904,217 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,901,461 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,002,756 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,002,756 | TotalRevenueColumnAmt |
| Exclusion | $1,002,756 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| PUBLICATION AND ONLINE EDUCATION | 900099 | $498,027 | $498,027 | ||
| PARKING GARAGE | 900099 | $253,242 | $234,372 | $18,870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $751,269 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,856,484 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,568,724 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $629,081 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,885,874 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,500 | TotalAmt |
| Program Services | $57,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,530,042 | TotalAmt |
| Program Services | $2,375,748 | ProgramServicesAmt |
| Management And General | $1,154,294 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,269,680 | TotalAmt |
| Program Services | $5,882,647 | ProgramServicesAmt |
| Management And General | $1,387,033 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,909 | TotalAmt |
| Program Services | $425,590 | ProgramServicesAmt |
| Management And General | $8,319 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $770,838 | TotalAmt |
| Program Services | $654,007 | ProgramServicesAmt |
| Management And General | $116,831 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $692,407 | TotalAmt |
| Program Services | $570,638 | ProgramServicesAmt |
| Management And General | $121,769 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,604 | TotalAmt |
| Management And General | $70,604 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,996 | TotalAmt |
| Management And General | $57,996 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,726 | TotalAmt |
| Management And General | $105,726 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,771,613 | TotalAmt |
| Program Services | $1,483,469 | ProgramServicesAmt |
| Management And General | $288,144 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,029 | TotalAmt |
| Program Services | $76,029 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,442 | TotalAmt |
| Program Services | $342,074 | ProgramServicesAmt |
| Management And General | $46,368 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,957 | TotalAmt |
| Program Services | $268,979 | ProgramServicesAmt |
| Management And General | $96,978 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160 | TotalAmt |
| Program Services | $160 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $794,008 | TotalAmt |
| Program Services | $494,272 | ProgramServicesAmt |
| Management And General | $299,736 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394,990 | TotalAmt |
| Program Services | $321,148 | ProgramServicesAmt |
| Management And General | $73,842 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,273,414 | TotalAmt |
| Program Services | $3,198,774 | ProgramServicesAmt |
| Management And General | $74,640 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,910 | TotalAmt |
| Program Services | $160,191 | ProgramServicesAmt |
| Management And General | $150,719 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $596,476 | TotalAmt |
| Program Services | $369,862 | ProgramServicesAmt |
| Management And General | $226,614 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,416 | TotalAmt |
| Program Services | $90,347 | ProgramServicesAmt |
| Management And General | $37,069 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| UBI TAX | $30,000 | $30,000 | |
| TAXES, LICENSES & FEES | $236,227 | $117,920 | $118,307 |
| DUES & SUBSCRIPTION | $111,480 | $29,649 | $81,831 |
| TEMPORARY HELP | $37,579 | $36,079 | $1,500 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,937 | TotalAmt |
| Management And General | $26,937 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,530,340 | TotalAmt |
| Program Services | $16,973,073 | ProgramServicesAmt |
| Management And General | $4,557,267 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,866,636 | BOYAmt |
| EOY | $856,725 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,460 | BOYAmt |
| EOY | $2,988,496 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,518 | BOYAmt |
| EOY | $919,008 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,624,060 | BOYAmt |
| EOY | $1,562,124 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,639,025 | BOYAmt |
| EOY | $1,692,695 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,617,135 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,126,770 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,820,394 | BOYAmt |
| EOY | $9,490,365 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,745,389 | BOYAmt |
| EOY | $15,719,815 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,202,294 | BOYAmt |
| EOY | $1,029,195 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,293,776 | BOYAmt |
| EOY | $34,258,423 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,006,172 | BOYAmt |
| EOY | $2,118,252 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,938,402 | BOYAmt |
| EOY | $7,842,240 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,277,781 | BOYAmt |
| EOY | $8,686,844 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,522 | BOYAmt |
| EOY | $23,124 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,646,877 | BOYAmt |
| EOY | $18,670,460 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,248,674 | BOYAmt |
| EOY | $11,666,921 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,398,225 | BOYAmt |
| EOY | $3,921,042 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,646,899 | BOYAmt |
| EOY | $15,587,963 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,293,776 | BOYAmt |
| EOY | $34,258,423 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,326,144 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $614,920 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,119,909 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,415,639 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,847,996 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,091,717 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,772,805 | CurrentTaxYearAmt |
| Total | $14,248,066 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,698,248 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,695,017 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,432,622 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,777,645 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,568,724 | CurrentTaxYearAmt |
| Total | $83,172,256 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,818,157 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,110,656 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,280,618 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,869,362 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,341,529 | CurrentTaxYearAmt |
| Total | $97,420,322 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,950 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,850 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,100 | CurrentTaxYearAmt |
| Total | $23,250 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,470,981 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,304,980 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,634,707 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,850,417 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,406,091 | CurrentTaxYearAmt |
| Total | $20,667,176 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,475,831 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,307,480 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,641,657 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,854,267 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,411,191 | CurrentTaxYearAmt |
| Total | $20,690,426 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $76,729,896 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,114,740 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,164,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $954,879 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $815,458 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $883,118 | CurrentTaxYearAmt |
| Total | $4,932,195 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $86,475 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $150,710 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $135,778 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $239,155 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $226,066 | CurrentTaxYearAmt |
| Total | $838,184 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,201,215 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,314,710 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,090,657 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,054,613 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,109,184 | CurrentTaxYearAmt |
| Total | $5,770,379 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,221 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,500 | CurrentTaxYearMinus3YearsAmt |
| Total | $39,721 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,045,593 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,438,866 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,371,275 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,923,975 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,450,713 | CurrentTaxYearAmt |
| Total | $103,230,422 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.74330 | PublicSupportCY509Pct |
| Public Support PY509 | 0.74040 | PublicSupportPY509Pct |
| Investment Income CY | 0.05590 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05470 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2019 AMOUNT: $ 26,221. 2020 AMOUNT: $ 13,500. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $76,559 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $48,118 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $124,677 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $21,405,663 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $21,530,340 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $297,445 | CurrentYearMinus3Amt |
| Current Year Minus2 | $183,660 | CurrentYearMinus2Amt |
| Current Year Minus1 | $147,146 | CurrentYearMinus1Amt |
| Current Year | $124,677 | CurrentYearAmt |
| Total | $752,928 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $118,612 | CurrentYearMinus3Amt |
| Current Year Minus2 | $127,666 | CurrentYearMinus2Amt |
| Current Year Minus1 | $76,073 | CurrentYearMinus1Amt |
| Current Year | $76,559 | CurrentYearAmt |
| Total | $398,910 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,219,438 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $228,562 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $123,810 | OtherExpendituresAmt |
| End Year Balance | $1,324,190 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,113,990 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $105,448 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| End Year Balance | $1,219,438 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,320,886 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$206,896 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| End Year Balance | $1,113,990 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,160,922 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $159,964 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| End Year Balance | $1,320,886 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,097,276 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $63,646 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| End Year Balance | $1,160,922 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.54616 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.45384 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,471,500 | OtherCostOrOtherBasisAmt |
| Book Value | $2,471,500 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,916,345 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,231,191 | DepreciationAmt |
| Book Value | $6,685,154 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,638 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,638 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,809,464 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,684,633 | DepreciationAmt |
| Book Value | $124,831 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $412,188 | OtherCostOrOtherBasisAmt |
| Depreciation | $203,308 | DepreciationAmt |
| Book Value | $208,880 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,490,365 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE ADVANCES | Desc |
| Amt | $23,124 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $23,124 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $24,338,223 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $614,920 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $614,920 | RevenueNotReportedAmt |
| Revenue Subtotal | $23,723,303 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $105,726 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $27,455 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $133,181 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $23,856,484 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,397,159 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,397,159 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $105,726 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $27,455 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $133,181 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,530,340 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | LEADINGAGE'S ENDOWMENT CONSISTS OF CONTRIBUTIONS FROM DONORS TO ESTABLISH AN ENDOWMENT TO FUND THE LTSS CENTER PROGRAM. THE ORIGINAL GIFT TO THE ENDOWMENT FUND IS REQUIRED TO BE INVESTED IN PERPETUITY, AND THE EARNINGS FROM THE FUND MAY BE USED TO ENSURE THE CONTINUED VIABILITY OF THE LTSS CENTER PROGRAM. |
| PART X, LINE 2: | LEADINGAGE EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED SEPTEMBER 30, 2024 AND 2023, AND DETERMINED THAT THERE ARE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MIGHT HAVE ANY EFFECT ON LEADINGAGE'S TAX-EXEMPT STATUS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | BAD DEBT EXPENSE 25,000. TAXES ON FOREIGN INVESTMENTS 2,455. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BAD DEBT EXPENSE 25,000. TAXES ON FOREIGN INVESTMENTS 2,455. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| LEADINGAGE NEW YORK TECHNOLOGY SOLUTIONS LLC | ||||||||
| 13 BRITISH AMERICAN BLVD | LATHAM | NY | 12110 | 464239042 | N/A | $27,500 | $0 | QUALITY METRICS INTERACTIVE DATA TOOL |
| COMPLETE CARE AT BARN HILL LLC | ||||||||
| 249 HIGH STREET | NEWTON | NJ | 07869 | 861397211 | N/A | $7,500 | $0 | MOVING FORWARD RESIDENT COUNCIL PILOT PROGRAM |
| NEW COMMUNITY HEALTH CARE INC | ||||||||
| 266 SOUTH ORANGE AVENUE | NEWARK | NJ | 07103 | 222484082 | 501(C)(3) | $7,500 | $0 | MOVING FORWARD RESIDENT COUNCIL PILOT PROGRAM |
| RIDGEWOOD CENTER | ||||||||
| 330 FRANKLIN TURNPIKE | RIDGEWOOD | NJ | 07450 | 260865965 | N/A | $7,500 | $0 | MOVING FORWARD RESIDENT COUNCIL PILOT PROGRAM |
| UNITED METHODIST COMMUNITIES AT PITMAN | ||||||||
| 535 NORTH OAK VENUE | PITMAN | NJ | 08071 | 223257971 | 501(C)(3) | $7,500 | $0 | MOVING FORWARD RESIDENT COUNCIL PILOT PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS OR CONTRIBUTIONS TO ORGANIZATIONS ARE BASED ON FEDERAL REQUIREMENTS BEING REVIEWED AND MET. OTHER GRANTS OR CONTRACTS ARE PROVIDED ON AN AS-NEEDED BASIS AND REQUIRE APPROVAL OF THE PRESIDENT/CEO. THESE GRANTS MUST BE IN SUPPORT OF THE ORGANIZATION'S MISSION OR IN THE PARAMETERS OF A RESTRICTED CONTRIBUTION OR CONTRACT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATRINKA SMITH-SLOAN | ||||||||||||||
| PRESIDENT AND CEO | $492,343 | $0 | $0 | $0 | $2,184 | $0 | $73,100 | $0 | $4,234 | $0 | $571,861 | $0 | $0 | $0 |
| ROBYN I STONE | ||||||||||||||
| SVP, RESEARCH/CO-DIR, LTSS CENTER | $359,275 | $0 | $0 | $0 | $3,402 | $0 | $45,600 | $0 | $16,144 | $0 | $424,421 | $0 | $0 | $0 |
| RUTH KATZ | ||||||||||||||
| SVP, PUBLIC POLICY & ADVOCACY | $321,082 | $0 | $0 | $0 | $2,184 | $0 | $45,060 | $0 | $4,629 | $0 | $372,955 | $0 | $0 | $0 |
| JAMES BURTON HUDSON | ||||||||||||||
| CHIEF OPERATING OFFICER | $286,439 | $0 | $0 | $0 | $840 | $0 | $44,274 | $0 | $39,088 | $0 | $370,641 | $0 | $0 | $0 |
| SUSAN DONLEY | ||||||||||||||
| SVP, MARKETING & COMMUNICATIONS | $245,228 | $0 | $0 | $0 | $840 | $0 | $18,295 | $0 | $25,805 | $0 | $290,168 | $0 | $0 | $0 |
| JULIETA HOLGUIN | ||||||||||||||
| SVP, KNOWLEDGE AND LEARNING | $242,275 | $0 | $0 | $0 | $276 | $0 | $39,476 | $0 | $3,476 | $0 | $285,503 | $0 | $0 | $0 |
| SHARON C SULLIVAN | ||||||||||||||
| VP, HEAD OF CONF SERV & BRAND EXP | $233,472 | $0 | $0 | $0 | $516 | $0 | $16,551 | $0 | $14,050 | $0 | $264,589 | $0 | $0 | $0 |
| ADRIENNE L POWER-RUFFIN | ||||||||||||||
| VP, HEAD OF LTSS STRAT INITIAT & OPS | $224,900 | $0 | $108 | $0 | $792 | $0 | $16,043 | $0 | $15,679 | $0 | $257,522 | $0 | $0 | $0 |
| NICOLE FALLON | ||||||||||||||
| VP, HEALTH POLICY & INTEGRATED SVCS | $202,303 | $0 | $0 | $0 | $276 | $0 | $15,220 | $0 | $28,590 | $0 | $246,389 | $0 | $0 | $0 |
| MARGARET A WANCA-DANIELS | ||||||||||||||
| VP, HEAD OF BUSINESS DEVELOPMENT | $194,444 | $0 | $0 | $0 | $792 | $0 | $14,305 | $0 | $33,933 | $0 | $243,474 | $0 | $0 | $0 |
| JANINE FINCK-BOYLE | ||||||||||||||
| VP, REGULATORY AFFAIRS | $218,613 | $0 | $0 | $0 | $936 | $0 | $15,593 | $0 | $5,514 | $0 | $240,656 | $0 | $0 | $0 |
| LINDA COUCH | ||||||||||||||
| VP, HOUSING POLICY | $219,073 | $0 | $0 | $0 | $1,176 | $0 | $15,428 | $0 | $2,939 | $0 | $238,616 | $0 | $0 | $0 |
| NANCY HOOKS | ||||||||||||||
| SVP, MEMBER & STATE PARTNERSHIPS | $197,496 | $0 | $0 | $0 | $1,524 | $0 | $13,930 | $0 | $4,417 | $0 | $217,367 | $0 | $0 | $0 |
| MICHAEL AMERMAN | ||||||||||||||
| VP, FINANCE | $195,993 | $0 | $0 | $0 | $768 | $0 | $10,031 | $0 | $5,000 | $0 | $211,792 | $0 | $0 | $0 |
| AMANDA MARR | ||||||||||||||
| VP, MEMBER EXPERIENCE | $181,089 | $0 | $0 | $0 | $276 | $0 | $12,911 | $0 | $14,487 | $0 | $208,763 | $0 | $0 | $0 |
| JONATHAN LIPS | ||||||||||||||
| VP, LEGAL AFFAIRS | $171,118 | $0 | $0 | $0 | $1,524 | $0 | $4,025 | $0 | $3,173 | $0 | $179,840 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2023, THE ASSOCIATION MADE PAYMENTS UNDER 457(F) AND 457(B) PLANS TO THE FOLLOWING INDIVIDUALS: KATRINKA SMITH-SLOAN - PRESIDENT & CEO - $50,000 JAMES BURTON HUDSON - CHIEF OPERATING OFFICER - $22,500 ROBYN I. STONE - SVP, RESEARCH/CO-DIRECTOR, LTSS CENTER @ UMASS BOSTON - $22,500 RUTH KATZ - SVP, PUBLIC POLICY & ADVOCACY - $22,500 JULIETA HOLGUIN - SVP, KNOWLEDGE AND LEARNING - $22,500 |
| PART I, LINE 7 | DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2023, NON-FIXED, DISCRETIONARY BONUSES WERE PAID TO THE FOLLOWING INDIVIDUALS: ADRIENNE L. POWER-RUFFIN - VP, HEAD OF LTSS STRATEGIC INITIATIVES & OPERATIONS - $108 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISTRICT OF COLUMBIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 536001131 | BondIssuerEIN |
| CUSIP | 254839K36 | CUSIPNum |
| Bond Issued | 2005-09-01 | BondIssuedDt |
| Issue Price | $11,090,000 | IssuePriceAmt |
| Purpose | ADVANCE REFUNDING OF PRIOR BOND ISSUE | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $2,230,000 | RetiredAmt |
| Total Proceeds | $11,090,000 | TotalProceedsAmt |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (1) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | 0 | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Concerning UBI | 0.05000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.05000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | Yes (1) | Form8038TFiledInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 5.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE ASSOCIATION HAS AN EXECUTIVE COMMITTEE, WHICH HAS AND EXERCISES THE AUTHORITY GRANTED TO IT BY THE BOARD IN THE MANAGEMENT OF THE ASSOCIATION WHEN IMMEDIATE ACTION IS REQUIRED AND THE BOARD IS NOT ABLE TO MEET. THE EXECUTIVE COMMITTEE SUPPORTS THE WORK OF THE BOARD AND REPORTS ANY ACTIONS IT TAKES AT THE NEXT REGULARLY SCHEDULED BOARD MEETING. THE EXECUTIVE COMMITTEE IS COMPOSED OF THE OFFICERS OF THE ASSOCIATION. |
| FORM 990, PART VI, SECTION A, LINE 6 | LEADINGAGE HAS TWO CLASSES OF MEMBERSHIP. THEY ARE MEMBERS AND ASSOCIATE MEMBERS. MEMBERS INCLUDE PRIMARILY NONPROFIT, GOVERNMENT, AND COMMUNITY-BASED ORGANIZATIONS OFFERING CARE, SERVICES, SUPPORTS AND HOUSING FOR OLDER ADULTS. EACH MEMBER SHALL APPOINT A REPRESENTATIVE TO REPRESENT IT AT ANY ANNUAL MEETING OR SPECIAL MEETING OF THE ASSOCIATION. SUCH REPRESENTATIVE SHALL BE ENTITLED TO ONE VOTE. OTHER CLASSES OF MEMBERSHIP (ASSOCIATE) SHALL NOT BE ENTITLED TO VOTE AND INCLUDE INDIVIDUAL AND HONORARY MEMBERS, ORGANIZATIONS, BUSINESSES, AND AGENCIES OTHER THAN HOMES AND SERVICE PROVIDERS FOR OLDER ADULTS. |
| FORM 990, PART VI, SECTION A, LINE 7A | AT THE ANNUAL BUSINESS MEETING, THE MEMBERS SHALL ELECT INDIVIDUALS TO FILL AVAILABLE VACANCIES ON THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS SHALL PRESENT TO THE MEMBERS ITS NOMINATION OF A SLATE OF CANDIDATES TO FILL EACH VACANCY. THE MEMBERSHIP WILL VOTE TO APPROVE THE SLATE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS FIRST REVIEWED BY MANAGEMENT. THE FORM 990 IS THEN DISTRIBUTED TO THE BOARD OF DIRECTORS VIA E-MAIL FOR REVIEW AND COMMENT. IF THERE ARE NO RECOMMENDED CHANGES FROM THE BOARD, THE FORM 990 IS FILED WITH THE IRS. IF THERE ARE RECOMMENDED CHANGES, THESE CHANGES ARE INCORPORATED INTO THE FORM 990, AND A REVISED FORM 990 IS THEN DISTRIBUTED VIA E-MAIL TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS AND ALL STAFF SIGN A CONFLICT-OF-INTEREST AGREEMENT ON AN ANNUAL BASIS. THE FORM REQUIRES THAT THEY DISCLOSE ANY CONFLICTS OF POTENTIAL CONFLICTS, OUTSIDE INTERESTS, ETC. FOR STAFF, IN THE EVENT SUCH A DISCLOSURE IS MADE, CONVERSATIONS TAKE PLACE BETWEEN THE CEO AND STAFF IN QUESTION ABOUT THE CONFLICT, AND THEY DETERMINE A RESOLUTION. IN THE PAST, STAFF MEMBERS HAVE HAD TO RESIGN FROM ORGANIZATIONS WHICH CAUSE A CONFLICT, CHANGE THEIR ROLE, ETC. THE CEO MAKES THE FINAL DETERMINATION ON A POTENTIAL STAFF CONFLICT. FOR THE BOARD OF DIRECTORS, THE DISCLOSURE FORMS ARE REVIEWED BY THE CHAIR, PRESIDENT/CEO, AND THE COO. THE BOARD IS NOTIFIED IF A BOARD MEMBER DISCLOSES A CONFLICT. THE BOARD MEMBER IS ASKED TO RESIGN OR TO RECUSE HIMSELF FROM ANY CONFLICTED DISCUSSION OR DECISION. THE ORGANIZATION ALSO SENDS ITS CONFLICT-OF-INTEREST POLICY TO MEMBERS WHO SERVE ON THE ORGANIZATION'S COMMITTEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION TARGETS ITS EXECUTIVE CASH COMPENSATION PACKAGES AT 50% OF THE COMPETITIVE MARKET, AS DEFINED PRIMARILY BY THE WASHINGTON, D.C. MARKET FOR MEMBERSHIP AND ADVOCACY ASSOCIATIONS WITH SIMILAR MISSIONS AND SCOPE OF OPERATIONS. THE EXECUTIVE COMMITTEE OF THE BOARD IS RESPONSIBLE FOR THE INDEPENDENT ANNUAL REVIEW OF THE CEO'S PAY PACKAGE, WORKING WITH OUTSIDE ADVISORS AS NEEDED, ENSURING THE FULL BOARD SUPPORTS THE OVERALL COMPENSATION PHILOSOPHY, AND PROVIDING SPECIFIC RECOMMENDATIONS TO THE BOARD FOR PAY PLAN DESIGN AND ANNUAL COMPENSATION DECISIONS. THE ORGANIZATION'S EXECUTIVE COMPENSATION PROGRAM WILL INCLUDE: - TOTAL CASH COMPENSATION AS DETERMINED BY THE BOARD OF DIRECTORS - BENEFITS PRUDENT AND COMPETITIVE WITH THE LOCAL MARKETPLACE TO SUPPORT OUR RECRUITING AND RETENTION EFFORTS. - PENSIONS AND DEFERRED BENEFITS PROVIDED WITHIN OUR FISCAL RESOURCES TO ENSURE OUR EXECUTIVES ARE PROVIDED WITH APPROPRIATE SECURITY AND POST-EMPLOYMENT BENEFITS BASED ON THEIR SERVICE TO THE ASSOCIATION. THE ANNUAL OPERATIONAL PROCESS FOR DETERMINING THE SALARIES OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES IS AS FOLLOWS: - NEW HIRES TARGET STARTING SALARY RANGES FOR THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES ARE ESTABLISHED UPON A RELEVANT FACTOR REVIEW OF THE ORGANIZATION'S COMPREHENSIVE POSITION DESCRIPTION AGAINST APPROPRIATE PUBLISHED EXTERNAL SALARY SURVEYS IN THE WASHINGTON METROPOLITAN AREA (E.G. HRA-NCA SALARY SURVEY; PRM CONSULTING NON-PROFIT MANAGEMENT SURVEY; SALARY SURVEY OF D.C AREA NON-PROFITS; ASAE COMPENSATION SURVEY, ETC.) AND COMPARABLE EXISTING INTERNAL POSITIONS, IF ANY, BY THE VP OF HUMAN RESOURCES THE COO AND/OR THE PRESIDENT AND CEO. BASED ON THE FACTORS ABOVE, THE STATED SALARY REQUIREMENTS OF THE CANDIDATE, THE QUALIFICATIONS OF THE CANDIDATE, CURRENT MARKET CONDITIONS AND THE ORGANIZATION'S BUSINESS NEEDS, SALARY OFFERS ARE RECOMMENDED BY THE VP OF HUMAN RESOURCES (AND THE DESIGNATED HIRING MANAGER, IF ANY) AND APPROVED AND EXTENDED BY THE COO AND/OR THE PRESIDENT AND CEO. - ANNUAL SALARY REVIEWS: THE ORGANIZATION'S EMPLOYEES ARE CONSIDERED FOR SALARY INCREASES ON THE BASIS OF THEIR INDIVIDUAL AND GROUP PERFORMANCE AGAINST THE ACHIEVEMENTS DESCRIBED IN THE ORGANIZATION'S EXECUTIVE COMPENSATION PHILOSOPHY AND ARCHITECTURE. ANNUAL SALARY INCREASES ARE NOT GUARANTEED OR AUTOMATIC. SALARIES ARE GENERALLY REVIEWED AS OF THE BEGINNING OF EACH CALENDAR YEAR (JANUARY 1ST) FOR INDIVIDUAL PERFORMANCE AND GROUP GOAL ACHIEVEMENT DURING THE PRIOR FISCAL/PERFORMANCE YEAR (OCTOBER 1 - SEPTEMBER 30TH). PERCENTAGE INCREASES ARE ALSO SUBJECT TO THE TOTAL SALARY BUDGET INCREASE APPROVED BY THE BOARD OF DIRECTORS FOR THAT PERFORMANCE YEAR. JUSTIFIABLE EXCEPTIONS ARE CONSIDERED ON A LIMITED BASIS, AS THE BUDGET PERMITS. THE PRESIDENT & CEO AND THE COO DETERMINE ANNUAL SALARY INCREASE PERCENTAGES FOR EMPLOYEES. THE ACCURACY OF THE PROPOSED SALARY INCREASES IS CONFIRMED BY THE VP OF HUMAN RESOURCES PRIOR TO REVIEW AND APPROVAL BY THE COO OR PRESIDENT & CEO, AS APPROPRIATE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAINTAINS ITS ANNUAL REPORT WITH FINANCIAL STATEMENTS ON ITS WEBSITE. THE GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, AND FEDERAL FORM 990 ARE AVAILABLE UPON REQUEST. |