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← WISCONSIN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING INC

Form 990 for tax year 2022

Filed by WISCONSIN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING INC.

Totals

Total revenue
$2,032,113
Total expenses
$2,039,736
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,918,312
Investment income
$24,475
Other revenue
$89,326
Total assets, end of year
$2,886,031
Total liabilities, end of year
$133,856
Net assets or fund balances, end of year
$2,752,175
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $935,920 · related or exempt $935,920

  • 2b · Program service revenue: CONFERENCES AND WORKSHOP REVENUE

    total $416,590 · related or exempt $416,590

  • 2c · Program service revenue: AFFILIATE SERVICE REVENUE

    total $307,121 · related or exempt $307,121

  • 2d · Program service revenue: VALUE FIRST MARKETING REVENUE

    total $153,662 · related or exempt $153,662

  • 2e · Program service revenue: MEMBER SERVICES REVENUE

    total $105,019 · related or exempt $105,019

  • 3 · Investment income

    total $24,475 · excluded $24,475

  • 11a · Other revenue: VANTAGE POINT FEES

    total $71,812 · excluded $71,812

  • 11d · All other revenue

    total $17,514 · excluded $17,514

  • 11e · Other revenue, total

    $89,326

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $446,310

  • 7 · Other salaries and wages

    total $746,676

  • 8 · Pension plan contributions

    total $38,585

  • 9 · Other employee benefits

    total $45,986

  • 10 · Payroll taxes

    total $80,619

  • 11b · Fees: legal

    total $37,044

  • 11d · Fees: lobbying

    total $46,952

  • 11g · Fees: other

    total $183,898

  • 12 · Advertising and promotion

    total $7,598

  • 14 · Information technology

    total $29,751

  • 16 · Occupancy

    total $24,572

  • 22 · Depreciation, depletion and amortization

    total $14,055

  • 23 · Insurance

    total $13,397

  • 24a · Other expenses: MEMBER SERVICE

    total $271,380

  • 24b · Other expenses: BOARD/COMMITTEE EXPENSE

    total $27,583

  • 24c · Other expenses: STRATEGIC DEVELOPMENT

    total $19,281

  • 24d · Other expenses: BANK CHARGES

    total $3,584

  • 24e · All other expenses

    total $2,465

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,885,621 · end of year $1,534,948

  • 4 · Accounts receivable

    beginning of year $30,950

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,656 · end of year $13,232

  • 10a · Land, buildings and equipment: cost or other basis

    $588,712

  • 10b · Land, buildings and equipment: accumulated depreciation

    $485,270

  • 10c · Land, buildings and equipment, net

    beginning of year $117,497 · end of year $103,442

  • 11 · Investments: publicly traded securities

    beginning of year $723,345 · end of year $1,135,409

  • 12 · Investments: other securities

    beginning of year $583,678 · end of year $0

  • 15 · Other assets

    beginning of year $94,617 · end of year $99,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $31,413 · end of year $104,806

  • 19 · Deferred revenue

    beginning of year $284,394 · end of year $29,050

  • 27 · Net assets without donor restrictions

    beginning of year $3,124,557 · end of year $2,752,175

Mission and programs · 2022

Mission

LEADINGAGE WISCONSIN, INC. IS A STATEWIDE MEMBERSHIP CORPORATION. LEADINGAGE WISCONSIN, INC. ENHANCES NOT-FOR-PROFIT MEMBERS' DEDICATION TO EXCELLENCE IN PROVIDING PROGRAMS AND SERVICES TO ASSIST MEMBERS IN MEETING THE NEEDS OF OLDER ADULTS AND PERSONS WITH A DISABILITY. LEADINGAGE WISCONSIN, INC. DEMONSTRATES A CARING COMMITMENT TO THE HIGHEST QUALITY OF LIFE AND GREATEST INDEPENDENCE FOR EACH INDIVIDUAL SERVED.

Activities or mission (Part I)

TO PROMOTE THE NEEDS OF AGING SERVICES PROVIDERS FOR THE PEOPLE OF THE STATE OF WISCONSIN.

  • AS A LEADER IN SENIOR ADVOCACY, EDUCATION, AND FORMULATION OF COLLABORATIVE STRATEGIES, LEADINGAGE WISCONSIN, INC. IS COMMITTED TO ADVANCING THE FIELDS OF LONG-TERM CARE, ASSISTED LIVING AND RETIREMENT LIVING. THE ORGANIZATION STRIVES TO DEVELOP A CONTINUUM OF ELDERLY CARE AND SERVICES THAT MEET THE HOLISTIC NEEDS OF SENIORS AND INDIVIDUALS WITH A DISABILITY IN ORDER TO ENCOURAGE MAXIMUM INDEPENDENCE AND ENHANCE QUALITY OF LIFE. THE ORGANIZATION SERVES AS A RESOURCE FOR ITS MEMBERS, ASSISTING THEM IN PROBLEM RESOLUTION AND PROVIDING SERVICES AND PROGRAMS TO MEET THEIR NEEDS.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • TIM CONROY

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • STEPHANIE CHEDID

    CHAIR ELECT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DAVID FULCHER

    CHAIR ELECT (THRU MAR 2023)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KRIS KRENTZ

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CRAIG UBBELOHDE

    IMMEDIATE PAST CHAIR (THRU MAY 2023)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PAUL TREFFERT

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MARISSA JANKE

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • SUE SEEGERT

    SECRETARY (THRU JULY 2022)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KATHY CAVERS

    VICE CHAIR OF MEMBER SERVICES

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MICHELLE GODFREY

    VICE CHAIR OF OPERATIONS

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JUSTIN CIESLEWICZ

    VICE CHAIR OF PUBLIC POLICY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • NICOLE PRETRE

    LEADINGAGE LIAISON

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MIKE SCHANKE

    SUBSCRIBER ADVISOR (THRU MAY 2023)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BARBARA BEARDSLEY

    DIRECTOR (THRU NOV 2022)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JEN BRIESKE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JACKIE CARLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KAYLA CLINTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • AMY DUHR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • TERESA GATTO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KIM GOCHANOUR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • SANDRA HACKENMUELLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PAMELA KLINGFUS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CARMEN MEYER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MICHAEL SATTELL

    DIRECTOR (THRU DEC 2022)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PATRICK SENZIG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • FRANK SOLTYS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JENNIFER VOSEN

    DIRECTOR (THRU SEP 2022)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOHN SAUER

    PRESIDENT/CEO (THRU APR 2023)

    Total calculated
    $277,463
    From this org
    $264,961
    From related orgs
    $0
    Other
    $12,502
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $230,166
    Bonus
    $34,795
    Other
    $0
    Deferred
    $6,372
    Nontaxable benefits
    $6,130
    Filer's total
    $277,463

  • RENE EASTMAN

    VP FINANCIAL & REGULATORY SVCS

    Total calculated
    $109,584
    From this org
    $106,769
    From related orgs
    $0
    Other
    $2,815
    Hours/week
    40 + 1 related

  • JIM ORHEIM

    PRESIDENT/CEO (FROM MAY 2023)

    Total calculated
    $0
    Hours/week
    40 + 1 related

  • MATTHEW BERG

    LEADINGCHOICE NETWORK CEO

    Total calculated
    $169,635
    From this org
    $159,738
    From related orgs
    $0
    Other
    $9,897
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $138,293
    Bonus
    $21,445
    Other
    $0
    Deferred
    $4,412
    Nontaxable benefits
    $5,485
    Filer's total
    $169,635

  • JANICE MASHAK

    VP MEMBER SERVICES & INNOVATION

    Total calculated
    $162,810
    From this org
    $157,107
    From related orgs
    $0
    Other
    $5,703
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,107
    Bonus
    $0
    Other
    $0
    Deferred
    $3,727
    Nontaxable benefits
    $1,976
    Filer's total
    $162,810

  • DENISE MAY

    VP BUSINESS DEVELOPMENT

    Total calculated
    $120,008
    From this org
    $114,467
    From related orgs
    $0
    Other
    $5,541
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • LEADINGCHOICE NETWORK LLC

    RELATED · SEE PART VII · WI · 37.11% owned · share of assets $75,000

    Directly controlled by LEADINGAGE WISCONSIN INC

Provenance

Return type
form_990
Tax year
2022
Filed
10 May 2024
IRS schema version
2022v5.0
Source object
202421349349302902

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