PENNSYLVANIA ASSOCIATION OF NON PROFIT HOMES FOR THE AGING: Form 990, tax year 2011
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- Organization
- PENNSYLVANIA ASSOCIATION OF NON PROFIT HOMES FOR THE AGING (EIN 23-6394750)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201233199349304548
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T16:21:41-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232932984 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARENTEBEARD LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4500 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236394750 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENNSYLVANIA ASSOCIATION OF NON-PROFIT | BusinessNameLine1 |
| Business Name Line2 | HOMES FOR THE AGING | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PENN | NameControl |
| Phone | 7177635724 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 BENT CREEK BOULEVARD | AddressLine1 |
| City | MECHANICSBURG | City |
| State | PA | State |
| ZIP Code | 17050 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD L BARTH | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 7177635724 | Phone |
| Date Signed | 2012-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIUS GREEN CPA | Name |
| PTIN | P00046721 | PTIN |
| Phone | 5708200100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEADINGAGE PA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RONALD L BARTH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 BENT CREEK BOULEVARD | AddressLine1 |
| City | MECHANICSBURG | City |
| State | PA | State |
| ZIP Code | 17050 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3863737 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PANPHA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1963 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | REPRESENTS OVER 360 NON-PROFIT PROVIDERS OF SENIOR RESIDENTIAL AND HEALTH RELATED SERVICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 10 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 1450 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 331 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 27100 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 19050 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2984024 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3138490 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 110825 | InvestmentIncomePriorYear |
| Investment Income Current Year | 91573 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 267859 | OtherRevenuePriorYear |
| Other Revenue Current Year | 270452 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3389808 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3519565 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 21318 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 31119 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1110459 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1170573 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1808522 | OtherExpensePriorYear |
| Other Expenses Current Year | 1745083 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2940299 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2946775 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 449509 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 572790 | RevenuesLessExpensesCY |
| Total Assets BOY | 7177132 | TotalAssetsBOY |
| Total Assets EOY | 7422253 | TotalAssetsEOY |
| Total Liabilities BOY | 1645215 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1359116 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5531917 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6063137 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROMOTE THE INTERESTS OF MEMBERS BY ENHANCING THEIR ABILITY TO PROVIDE QUALITY SERVICES EFFICIENTLY AND EFFECTIVELY; AND BY REPRESENTING THE MEMBERS THROUGH COOPERATIVE ACTION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 676404 | Expense |
| Grants | 31119 | Grants |
| Revenue | 967686 | Revenue |
| Description | EDUCATION AND OTHER RELATED PROGRAMS - LEADINGAGE PA REPRESENTS OVER 360 NON-PROFIT FACILITIES AND AGENCIES, WHICH PROVIDE NURSING, PERSONAL CARE, HOUSING AND HOME AND COMMUNITY-BASED SERVICES TO OVER 65,000 ELDERLY PENNSYLVANIANS AND THOSE WITH DISABILITIES. LEADINGAGE PA'S MEMBERSHIP ALSO INCLUDES OVER 200 BUSINESSES AND ASSOCIATE MEMBERS WHO HAVE AN INTEREST IN LONG-TERM CARE, HOUSING AND SERVICES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1661480 | Expense |
| Revenue | 2170804 | Revenue |
| Description | GENERAL MEMBERSHIP SERVICES - AS THE CHIEF ADVOCATE FOR NON-PROFIT LONG-TERM CARE FACILITY-BASED AND COMMUNITY SERVICE PROVIDERS, AND THE PEOPLE THEY SERVE IN PENNSYLVANIA, LEADINGAGE PA REPRESENTS PROVIDERS AND THE PEOPLE THEY SERVE, AS WELL AS THE CONCERNS AND INTERESTS OF ITS MEMBERS BEFORE THE STATE LEGISLATURE AND REGULATORY AGENCIES. THROUGH COMMUNICATING WITH PUBLIC HEARINGS AND PARTICIPATING ON ADVISORY PANELS AND GOVERNMENTAL TASK FORCES, LEADINGAGE,PA HELPS ENSURE THAT ITS MEMBERSHIP RECEIVES THE ATTENTION NEEDED TO CONTINUE THE DELIVERY OF QUALITY CARE AND SERVICES FOR THE AGING. THROUGH LEADINGAGE PA'S COMMITTEE AND TASK FORCE STRUCTURE, MEMBERS PARTICIPATE IN THE PROCESS OF POLICY FORMULATION FOR THE ASSOCIATION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 2337884 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 10 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 10 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLLY L ROSINI VPCOO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7177903966 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 BENT CREEK BOULEVARD | AddressLine1 |
| City | MECHANICSBURG | City |
| State | PA | State |
| ZIP Code | 17050 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| JAMES ADAMOWICZ | ||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |
| BOB BERTOLETTE | ||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |
| MARK BONDI | ||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |
| MELISSA HADLEY | ||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |
| AJ HARPER | ||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |
| TAMA CAREY | ||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |
| DAN DAVIS | ||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |
| PHILIP DEBAUN | ||||||
| CHAIR | 1.50 | X | 0 | 0 | 0 | X |
| JOHN DICKSON | ||||||
| TREASURER | 1.50 | X | 0 | 0 | 0 | X |
| ANGELA DOHRMAN | ||||||
| CHAIR ELECT | 1.50 | X | 0 | 0 | 0 | X |
| JEFF KAIGHN | ||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |
| STEVE JEFFREY | ||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |
| VERONICA GIBBONE | ||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |
| ROD MASON | ||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |
| SUSANNE M KELLY | ||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |
| STEPHEN LINDSEY | ||||||
| SECRETARY | 1.50 | X | 0 | 0 | 0 | X |
| SUSAN LIPPY | ||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |
| G BRYAN OROS | ||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |
| VALERIE PALMIERI | ||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |
| ROBERT RUNDLE | ||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |
| PATRICIA SAVAGE | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | X |
| JEFFREY SHIREMAN | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | X |
| LISA SOFIA | ||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | X |
| BRIAN PARKS | ||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | X |
| DON POTE | ||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |
| RONALD L BARTH | ||||||
| PRESIDENT/CEO | 37.50 | 217493 | 0 | 30912 | X | |
| HOLLY L ROSINI | ||||||
| VP/COO | 37.50 | 128816 | 0 | 29468 | X | |
| W RUSS MCDAID | ||||||
| VP PUBLIC POLICY | 37.50 | 123251 | 0 | 9472 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 469560 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 69852 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| LEADINGAGE | |||||
| 2519 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20008 | MANAGEMENT SVCS FOR ANNUAL CONFERENCE | 159770 |
| PRELUDE SERVICES | |||||
| 3911 HARTZDALE DRIVE | CAMP HILL | PA | 17011 | COMPUTER/NETWORK SUPPORT AND SERVICES | 111404 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 19050 | AllOtherContributions |
| Total Contributions | 19050 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| DUES | 561499 | 2170804 | 2170804 |
| ANNUAL CONFERENCE | 561499 | 886990 | 886990 |
| EDUCATIONAL SEMINARS | 611600 | 80696 | 80696 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3138490 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 58911 | TotalRevenueColumn |
| Exclusion | $58,911 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4000 | TotalRevenueColumn |
| Exclusion | $4,000 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 127726 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 32000 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 95726 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 95726 | TotalRevenueColumn |
| Exclusion | $95,726 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 328834 | Securities |
| Other | 16000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 308774 | Securities |
| Other | 3398 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20060 | Securities |
| Other | 12602 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 32662 | TotalRevenueColumn |
| Exclusion | $32,662 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| LEADINGAGE ADMIN FEE | 561000 | 153653 | $153,653 | |
| ADVERTISING | 519100 | 1450 | 1450 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15623 | TotalRevenueColumn |
| Exclusion | $15,623 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 170726 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3519565 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3138490 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1450 | UnrelatedBusinessRevenue |
| Exclusion | $360,575 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2000 | Total |
| Program Services | 2000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29119 | Total |
| Program Services | 29119 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 469560 | Total |
| Program Services | 252067 | ProgramServices |
| Management And General | 217493 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 467008 | Total |
| Program Services | 420914 | ProgramServices |
| Management And General | 46094 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 168547 | Total |
| Program Services | 151911 | ProgramServices |
| Management And General | 16636 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65458 | Total |
| Program Services | 58997 | ProgramServices |
| Management And General | 6461 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159770 | Total |
| Program Services | 144001 | ProgramServices |
| Management And General | 15769 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39497 | Total |
| Management And General | 39497 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6010 | Total |
| Management And General | 6010 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133779 | Total |
| Management And General | 133779 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18972 | Total |
| Program Services | 18972 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 500 | Total |
| Program Services | 451 | ProgramServices |
| Management And General | 49 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 202680 | Total |
| Program Services | 182675 | ProgramServices |
| Management And General | 20005 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52008 | Total |
| Program Services | 46875 | ProgramServices |
| Management And General | 5133 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81990 | Total |
| Program Services | 73898 | ProgramServices |
| Management And General | 8092 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69191 | Total |
| Program Services | 62362 | ProgramServices |
| Management And General | 6829 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 614596 | Total |
| Program Services | 553935 | ProgramServices |
| Management And General | 60661 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17704 | Total |
| Management And General | 17704 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 246838 | Total |
| Program Services | 246838 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13617 | Total |
| Program Services | 13617 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| EXHIBITORS EXPENSE | 35484 | 35484 | |
| BOARD AND COMMITTEES | 22380 | 20171 | 2209 |
| DUES & SUBSCRIPTIONS | 8548 | 7704 | 844 |
| MINOR EQUIPMENT | 654 | 589 | 65 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20865 | Total |
| Program Services | 15304 | ProgramServices |
| Management And General | 5561 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2946775 | Total |
| Program Services | 2337884 | ProgramServices |
| Management And General | 608891 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100 | BOY |
| EOY | 100 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60779 | BOY |
| EOY | 58445 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35983 | BOY |
| EOY | 75455 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32079 | BOY |
| EOY | 32140 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3847291 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1979885 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1950757 | BOY |
| EOY | 1867406 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5072625 | BOY |
| EOY | 5371097 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24809 | BOY |
| EOY | 17610 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7177132 | BOY |
| EOY | 7422253 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 350097 | BOY |
| EOY | 159484 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 172125 | BOY |
| EOY | 178033 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1122993 | BOY |
| EOY | 1021599 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1645215 | BOY |
| EOY | 1359116 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5378099 | BOY |
| EOY | 5944022 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153818 | BOY |
| EOY | 119115 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5531917 | BOY |
| EOY | 6063137 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7177132 | BOY |
| EOY | 7422253 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 572790 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -41570 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1971696 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2123590 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2056205 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2131150 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2189854 | CurrentTaxYear |
| Total | 10472495 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 794489 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 851042 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 876548 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 879974 | CurrentTaxYearMinus1Year |
| Current Tax Year | 967686 | CurrentTaxYear |
| Total | 4369739 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2766185 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2974632 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2932753 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3011124 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3157540 | CurrentTaxYear |
| Total | 14842234 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 14842234 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 368992 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 279020 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 173835 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 197087 | CurrentTaxYearMinus1Year |
| Current Tax Year | 190637 | CurrentTaxYear |
| Total | 1209571 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 368992 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 279020 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 173835 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 197087 | CurrentTaxYearMinus1Year |
| Current Tax Year | 190637 | CurrentTaxYear |
| Total | 1209571 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 143271 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 145976 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 167536 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 161352 | CurrentTaxYearMinus1Year |
| Current Tax Year | 170726 | CurrentTaxYear |
| Total | 788861 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3278448 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3399628 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3274124 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3369563 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3518903 | CurrentTaxYear |
| Total | 16840666 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.88130 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.86670 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.07180 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.08150 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 40134 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 93645 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 133779 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 2566158 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 2699937 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 284997 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 71249 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 274110 | CurrentYearMinus3 |
| Current Year Minus2 | 278610 | CurrentYearMinus2 |
| Current Year Minus1 | 285450 | CurrentYearMinus1 |
| Current Year | 284997 | CurrentYear |
| Total | 1123167 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,684,751 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 139200 | CurrentYearMinus3 |
| Current Year Minus2 | 145418 | CurrentYearMinus2 |
| Current Year Minus1 | 114823 | CurrentYearMinus1 |
| Current Year | 133779 | CurrentYear |
| Total | 533220 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 68528 | CurrentYearMinus3 |
| Current Year Minus2 | 69653 | CurrentYearMinus2 |
| Current Year Minus1 | 71363 | CurrentYearMinus1 |
| Current Year | 71249 | CurrentYear |
| Total | 280793 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $421,190 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 39000 | CurrentYearMinus3 |
| Current Year Minus2 | 43625 | CurrentYearMinus2 |
| Current Year Minus1 | 34447 | CurrentYearMinus1 |
| Current Year | 40134 | CurrentYear |
| Total | 157206 | Total |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 249145 | OtherCostOrOtherBasis |
| Book Value | 249145 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2668087 | OtherCostOrOtherBasis |
| Depreciation | 1232117 | Depreciation |
| Book Value | 1435970 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 930059 | OtherCostOrOtherBasis |
| Depreciation | 747768 | Depreciation |
| Book Value | 182291 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1867406 | TotalOfBookValueLandBuildings |
| Total Revenue | 3519565 | TotalRevenue |
| Total Expenses | 2946775 | TotalExpenses |
| Excess Or Deficit For Year | 572790 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -41470 | NetUnrealizedGLOnInvestments |
| Other | -$100 | OtherAmount |
| Total Adjustments | -41570 | TotalAdjustments |
| Excess Or Deficit Per FS | 531220 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3480876 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -41470 | NetUnrealizedGainsInvestments |
| Other Revenues | -29119 | OtherRevenues |
| Revenue Not Rptd F990 | -70589 | RevenueNotRptdF990 |
| Revenue Subtotal | 3551465 | RevenueSubtotal |
| Other Revenues Not Included | -31900 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -31900 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3519565 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2949656 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 32000 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 32000 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2917656 | ExpensesSubtotal |
| Other Expenses Not Included | 29119 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 29119 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2946775 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | LEADINGAGE,PA HAS MAINTAINED A COLLECTION OF ART FROM RESIDENTS SERVED BY OUR MEMBERS TO SHOWCASE TALENTS OF SENIORS RESIDING IN OUR MEMBER COMMUNITIES. ALL ART WAS DONATED BY THE ARTISTS AND NO VALUE WAS ESTABLISHED FOR THE ART NOR WAS FINANCIAL GAIN INTENEDED. ART HAS BEEN IN THE LEADINGAGE,PA BUILDING FOR 9 YEARS AND WILL REMAIN THERE ON DISPLAY INDEFINITELY. | |
| PART X: | LEADINGAGE PA ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2011. LEADINGAGE PA'S FEDERAL RETURNS OF ORGANIZATIONS EXEMPT FROM INCOME TAX FOR THE YEARS ENDED DECEMBER 21, 2010, 2009, AND 2008 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| MISCELLANEOUS INCOME INCLUDED IN NET ASSETS ON FINANCIAL STATEMENTS -100. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| SCHOLARSHIP EXPENSE INCLUDED IN REVENUE ON THE FINANCIAL STATEMENTS -29,119. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| RENTAL EXPENSES -32,000. MISCELLANEOUS INCOME NOT ON BOOKS 100. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| RENTAL EXPENSES 32,000. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| SCHOLARSHIP EXPENSE INCLUDED IN REVENUE ON THE FINANCIAL STATEMENTS 29,119. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | 30 NURSE SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 30 | NumberOfRecipients |
| Amount Of Cash Grant | 29119 | AmountOfCashGrant |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: LEADINGAGE,PA DOES NOT HAVE FORMAL PROCEDURES FOR MONITORING THE USE OF CONTRIBUTIONS GIVEN. HOWEVER, THE CONTRIBUTIONS ARE PROVIDED DIRECTLY TO OTHER NON-PROFIT ORGANIZATIONS AND THE CONTRIBUTONS ARE BASED ON THE INITIATIVES FROM THOSE OTHER ORGANIZATIONS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RONALD L BARTH | |||||||||||||
| 217493 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 30912 | 0 | 248405 | 0 | 0 | 0 |
| HOLLY L ROSINI | |||||||||||||
| 128816 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 29468 | 0 | 158284 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | VOTING MEMBER: NONPROFIT, VOLUNTARY OR GOVERNMENTAL FACILITIES PROVIDING CARE, SERVICES OR HOUSING FOR THE AGING (NURSING HOMES, PERSONAL CARE HOMES/ASSISTED LIVING, CCRC'S, HOUSING FACILITIES AND COMMUNITY SERVICE). THIS IS LEADINGAGE PA'S PRIMARY MEMBERSHIP. MAY VOTE AND SIT ON LEADINGAGE PA COMMITTEES AND BOARD OF DIRECTORS. ASSOCIATE MEMBER: INDIVIDUALS EMPLOYED BY A NONPROFIT OR VOLUNTARY ORGANIZATION NOT ELIGIBLE FOR VOTING MEMBERSHIP. MAY NOT VOTE OR SIT ON LEADINGAGE PA COMMITTEES OR BOARD OF DIRECTORS. AFFILIATE MEMBER: FOR-PROFIT PROVIDERS NOT ELIGIBLE FOR VOTING MEMBERSHIP. MAY NOT VOTE OR SIT ON LEADINGAGE PA COMMITTEES OR BOARD OF DIRECTORS. BUSINESS MEMBER: COMMERCIAL AND PROFESSIONAL ORGANIZATIONS THAT OFFER SERVICES AND/OR SUPPLIES TO ORGANIZATIONS ELIGIBLE FOR VOTING MEMBERSHIP. MAY NOT VOTE OR SIT ON LEADINGAGE PA BOARD OF DIRECTORS. MAY SIT ON LEADINGAGE PA COMMITTEES. STUDENT MEMBER: INDIVIDUALS ENROLLED FULL-TIME IN A HEALTH CARE CURRICULUM AT AN INSTITUTION OF HIGHER LEARNING AND/OR SERVING AN INTERNSHIP WITH A LEADINGAGE PA VOTING MEMBER. MAY NOT VOTE OR SIT ON LEADINGAGE PA COMMITTEES OR BOARD OF DIRECTORS. RETIREE MEMBER: INDIVIDUALS RETIRED FROM A LEADINGAGE PA VOTING MEMBER AND ARE NO LONGER EMPLOYED IN ANY CAPACITY BY AN ORGANIZATION PROVIDING THE SAME OR SIMILAR SERVICE AS VOTING MEMBERS. MAY NOT VOTE OR SIT ON LEADINGAGE PA COMMITTEES OR BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | LEADINGAGE PA COO PROVIDED DOCUMENTATION TO AUDITORS TO PREPARE ACTUAL FORM 990. BOTH LEADINGAGE PA CEO AND COO REVIEWED THE FINAL FORM 990 BEFORE AUDITORS FILED WITH THE IRS. LEADINGAGE PA COO WILL PROVIDE COPY OF THE FORM 990 TO ALL BOARD MEMBERS VIA E-MAIL BEFORE THE FORM 990 IS FILED WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | LEADINGAGE PA HAS A REQUEST FOR PROPOSAL (RFP) PROCESS IN PLACE WHICH REQUIRES BID/PROPOSAL FROM ORGANIZATIONS/INDIVIDUALS PURSUING A CONTRACTUAL AND/OR CONSULTANT RELATIONSHIP WITH LEADINGAGE PA. THE PROPOSALS ARE REVIEWED BY APPROPRIATE STAFF AND MEMBER TASK FORCE AND/OR BOARD OF DIRECTORS. IN ADDITION, THERE IS A FORMAL CONFLICT OF INTEREST POLICY FOR THE BOARD OF DIRECTORS THAT IS PROVIDED TO THE LEADINGAGE PA BOARD ANNUALLY AND IS REVIEWED DURING A FORMAL ORIENTATION EACH YEAR WHEN THE NEW BOARD IS SEATED. LEADINGAGE PA'S PRESIDENT/CEO ALONG WITH THE BOARD CHAIR ENSURE THAT ALL BOARD MEMBERS UNDERSTAND THE POLICY AND ARE IN COMPLIANCE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | REVIEW AND STUDY OF SALARY SURVEY DATA OF LIKE ASSOCIATIONS/ORGANIZATIONS WITHIN PENNSYLVANIA AND OUTSIDE OF PENNSYLVANIA, AS WELL AS SIMILAR POSITIONS WITHIN OTHER STATE SENIOR SERVICES ASSOCIATIONS. FOR KEY EMPLOYEES, LEADINGAGE PA ALSO UTILIZES A WAGE AND COMPENSATION SYSTEM DEVELOPED BY AN OUTSIDE CONSULTANT AND UPDATED ANNUALLY. REVIEW AND APPROVAL OF CEO COMPENSATION DONE BY THE EXECUTIVE COMMITTEE AND/OR BOARD. REVIEW AND APPROVAL OF KEY EMPLOYEE SALARIES DONE BY THE CEO. COMPLETE SALARY LINE ITEM IN ANNUAL BUDGET APPROVED BY THE BUDGET AND FINANCE COMMITTEE AND ULTIMATELY THE BOARD. | |
| FORM 990, PART VI, SECTION C, LINE 19 | FORM 990, PART VI, SECTION C, LINE 19: THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED TO FULL BOARD OF DIRECTORS, BOARD OFFICERS, AND STAFF, AND ARE AVAILABLE UPON REQUEST TO MEMBERS AND THE PUBLIC. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -41,470. MISCELLANEOUS INCOME INCLUDED IN NET ASSETS ON FINANCIAL STATEMENTS -100. TOTAL TO FORM 990, PART XI, LINE 5: -41,570. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C: | THE PROCESSES USED BY THE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT HAVE NOT CHANGED FROM THE PRIOR YEAR. | |
| FORM 990 PAGE 1, SECTION C | EFFECTIVE JULY 1, 2011, PENNSYLVANIA ASSOCIATION OF NON-PROFIT HOMES FOR THE AGING FILED A FICTITIOUS NAME WITH THE PENNSYLVANIA DEPARTMENT OF STATE TO DO BUSINESS AS LEADINGAGE PA. | FICTITIOUS NAME FILED |