Totals
- Total revenue
- $2,232,247
- Total expenses
- $1,824,686
- Contributions and grants received
- $199,512
- Grants paid
- $0
- Program service revenue
- $1,537,087
- Investment income
- $31,219
- Other revenue
- $464,429
- Total assets, end of year
- $4,900,286
- Total liabilities, end of year
- $565,137
- Net assets or fund balances, end of year
- $4,335,149
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
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.
-
1e · Government grants (contributions)
$199,512
-
2a · Program service revenue: ANNUAL MEETING
total $527,743 · unrelated business $0 · excluded $0
-
2b · Program service revenue: MEMBERSHIP DUES
total $925,112 · unrelated business $0 · excluded $0
-
2c · Program service revenue: EDUCATIONAL SEMINARS
total $81,435 · unrelated business $0 · excluded $0
-
2d · Program service revenue: OTHER PROGRAM INCOME
total $2,797 · unrelated business $0 · excluded $0
-
3 · Investment income
total $31,219 · unrelated business $0 · excluded $31,219
-
6a · Gross rents
real property $33,332
-
6c · Rental income or loss
real property $33,332
-
6d · Net rental income or loss
total $33,332 · excluded $33,332
-
11a · Other revenue: MANAGEMENT FEES
total $55,250 · related or exempt $0 · unrelated business $55,250 · excluded $0
-
11b · Other revenue: GROUP PURCHASING MARKETING
total $207,218 · related or exempt $0 · unrelated business $207,218 · excluded $0
-
11c · Other revenue: HPI MANAGEMENT FEE
total $168,629 · related or exempt $0 · unrelated business $168,629 · excluded $0
-
11e · Other revenue, total
$431,097
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $296,662 · program services $0 · management and general $0 · fundraising $0
-
7 · Other salaries and wages
total $611,485 · program services $0 · management and general $0 · fundraising $0
-
8 · Pension plan contributions
total $55,447 · program services $0 · management and general $0 · fundraising $0
-
9 · Other employee benefits
total $57,876 · program services $0 · management and general $0 · fundraising $0
-
10 · Payroll taxes
total $65,247 · program services $0 · management and general $0 · fundraising $0
-
11d · Fees: lobbying
total $87,790 · program services $0 · management and general $0 · fundraising $0
-
11f · Fees: investment management
total $5,286 · program services $0 · management and general $0 · fundraising $0
-
11g · Fees: other
total $80,433 · program services $0 · management and general $0 · fundraising $0
-
13 · Office expenses
total $138,510 · program services $0 · management and general $0 · fundraising $0
-
14 · Information technology
total $10,860 · program services $0 · management and general $0 · fundraising $0
-
16 · Occupancy
total $46,982 · program services $0 · management and general $0 · fundraising $0
-
17 · Travel
total $21,908 · program services $0 · management and general $0 · fundraising $0
-
19 · Conferences, conventions and meetings
total $306,770 · program services $0 · management and general $0 · fundraising $0
-
22 · Depreciation, depletion and amortization
total $19,766 · program services $0 · management and general $0 · fundraising $0
-
23 · Insurance
total $8,540 · program services $0 · management and general $0 · fundraising $0
-
24a · Other expenses: GROUP PURCHASING
total $11,124 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,221,249 · end of year $457,904
-
2 · Savings and temporary cash investments
beginning of year $743,278 · end of year $1,031,815
-
4 · Accounts receivable
beginning of year $114,357 · end of year $58,605
-
9 · Prepaid expenses and deferred charges
beginning of year $6,745 · end of year $21,570
-
10a · Land, buildings and equipment: cost or other basis
$528,781
-
10b · Land, buildings and equipment: accumulated depreciation
$269,956
-
10c · Land, buildings and equipment, net
beginning of year $238,712 · end of year $258,825
-
11 · Investments: publicly traded securities
beginning of year $1,495,139 · end of year $2,709,878
-
12 · Investments: other securities
beginning of year $411,203 · end of year $359,107
-
15 · Other assets
beginning of year $12,927 · end of year $2,582
-
17 · Accounts payable and accrued expenses
beginning of year $164,491 · end of year $245,563
-
19 · Deferred revenue
beginning of year $309,208 · end of year $312,789
-
25 · Other liabilities
beginning of year $17,130 · end of year $6,785
-
27 · Net assets without donor restrictions
beginning of year $3,752,781 · end of year $4,335,149
Mission and programs · 2023
Mission
LEADINGAGE TEXAS LEADS NOT-FOR-PROFIT MEMBERS IN THEIR EFFORTS TO BETTER SERVE SENIORS THROUGH COLLABORATION IN ADVOCACY, NETWORKING, SERVICES AND EDUCATION
Activities or mission (Part I)
LEADINGAGE TEXAS LEADS NOT-FOR-PROFIT MEMBERS IN THEIR EFFORTS TO BETTER SERVE SENIORS THROUGH COLLABORATION IN ADVOCACY, NETWORKING, SERVICES AND EDUCATION.
-
MEMBER NEWSBRIEFS PROVIDE UPDATES ON CURRENT TOPICS AND MATTERS AFFECTING THE MEMBERSHIP.
-
ANNUAL CONVENTION AND TRADE SHOW SERVES THE NEEDS OF THE MEMBER HOMES WITH WORKSHOPS AND SEMINARS.
-
MEETINGS OF THE BOARD OF DIRECTORS AND VARIOUS COMMITTEES RELATED TO THE LONG-TERM CARE INDUSTRY AND ITS CONSTITUENTS.
As filed on the 2023 return.
Listed in Part VII
-
Cheryl HardingCHERYL HARDING
CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Wendy CarpenterWENDY CARPENTER
CHAIR ELECT
- Total calculated
- $0
- Hours/week
- 5
-
Nicole GannNICOLE GANN
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Tim MalladTIM MALLAD
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Marsha CaytonMARSHA CAYTON
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Sabrina PorterSABRINA PORTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Melissa OrthMELISSA ORTH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Michael OlmsteadMICHAEL OLMSTEAD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Phil JacobPHIL JACOB
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Darrell JonesDARRELL JONES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Stephen NelsonSTEPHEN NELSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Katharyn WiegandKATHARYN WIEGAND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Brian RobbinsBRIAN ROBBINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Alan BrownALAN BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Kris AwtryKRIS AWTRY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Harold ErmsharHAROLD ERMSHAR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Deborah NugentDEBORAH NUGENT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Christine NguyenCHRISTINE NGUYEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Aaron HargettAARON HARGETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Pamela RoddyPAMELA RODDY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Lance AllenLANCE ALLEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
George LinialGEORGE LINIAL
PRESIDENT
- Total calculated
- $296,662
- From this org
- $258,369
- From related orgs
- $0
- Other
- $38,293
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $258,369
- Bonus
- $0
- Other
- $0
- Deferred
- $23,093
- Nontaxable benefits
- $15,200
- Filer's total
- $296,662
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 committee
- 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.
-
EDUCATIONAL INSTITUTE ON AGING
501(c)(3) · EDUCATIONAL SEMINARS · TX
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.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
SENIOR COMMUNITIES PURCHASING CONNECTION
C · GROUP PURCHASING · TX · 100% owned · controlled entity
Directly controlled by LEADINGAGE TX
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 18 July 2024
- IRS schema version
- 2023v5.1
- Source object
- 202402009349301855
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