Totals
- Total revenue
- $3,609,308
- Total expenses
- $3,377,105
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $2,615,895
- Investment income
- $143,341
- Other revenue
- $850,072
- Total assets, end of year
- $13,700,409
- Total liabilities, end of year
- $3,933,609
- Net assets or fund balances, end of year
- $9,766,800
- 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: DUES
total $2,167,895 · related or exempt $2,167,895
-
2b · Program service revenue: SPONSORSHIPS
total $448,000 · excluded $448,000
-
3 · Investment income
total $88,486 · excluded $88,486
-
7a · Gross sales of assets other than inventory
securities $773,904 · other assets $14,335
-
7b · Less cost or other basis and sales expenses
securities $733,384 · other assets $0
-
7c · Gain or loss
securities $40,520 · other assets $14,335
-
7d · Net gain or loss
total $54,855 · excluded $54,855
-
11a · Other revenue: EDUCATIONAL SERVICES F
total $482,034 · related or exempt $482,034
-
11b · Other revenue: MANAGEMENT FEE
total $160,658 · excluded $160,658
-
11c · Other revenue: LEADINGAGE DUES REBATE
total $160,500 · related or exempt $160,500
-
11d · All other revenue
total $46,880 · related or exempt $46,880
-
11e · Other revenue, total
$850,072
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $339,056
-
7 · Other salaries and wages
total $1,485,109
-
8 · Pension plan contributions
total $197,413
-
9 · Other employee benefits
total $91,300
-
10 · Payroll taxes
total $129,843
-
11b · Fees: legal
total $42,887
-
11c · Fees: accounting
total $21,703
-
11d · Fees: lobbying
total $112,860
-
11f · Fees: investment management
total $14,001
-
11g · Fees: other
total $240,114
-
12 · Advertising and promotion
total $11,291
-
13 · Office expenses
total $52,668
-
14 · Information technology
total $84,050
-
16 · Occupancy
total $180,941
-
17 · Travel
total $64,511
-
19 · Conferences, conventions and meetings
total $21,151
-
20 · Interest
total $7,018
-
22 · Depreciation, depletion and amortization
total $72,973
-
23 · Insurance
total $9,671
-
24a · Other expenses: ADVOCACY
total $53,486
-
24b · Other expenses: PROGRAM HOSPITALITY
total $30,337
-
24c · Other expenses: CREDIT LOSS EXPENSE
total $25,850
-
24d · Other expenses: BANK CHARGES
total $24,719
-
24e · All other expenses
total $64,153
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $58,672
-
2 · Savings and temporary cash investments
beginning of year $316,750
-
4 · Accounts receivable
beginning of year $2,762,387 · end of year $3,059,897
-
9 · Prepaid expenses and deferred charges
beginning of year $78,488 · end of year $91,168
-
10a · Land, buildings and equipment: cost or other basis
$796,165
-
10b · Land, buildings and equipment: accumulated depreciation
$719,783
-
10c · Land, buildings and equipment, net
beginning of year $97,318 · end of year $76,382
-
11 · Investments: publicly traded securities
beginning of year $3,138,335 · end of year $3,611,739
-
12 · Investments: other securities
beginning of year $865,266 · end of year $5,698,254
-
14 · Intangible assets
beginning of year $236,872 · end of year $204,200
-
15 · Other assets
beginning of year $568,921 · end of year $900,097
-
17 · Accounts payable and accrued expenses
beginning of year $1,214,886 · end of year $1,280,658
-
19 · Deferred revenue
beginning of year $1,909,980 · end of year $2,133,206
-
23 · Secured mortgages and notes payable
beginning of year $472,738 · end of year $361,368
-
25 · Other liabilities
beginning of year $104,679 · end of year $158,377
-
27 · Net assets without donor restrictions
beginning of year $4,362,054 · end of year $9,766,800
Mission and programs · 2023
Mission
LEADINGAGE PA'S MISSION STATEMENT IS TO PROMOTE THE INTERESTS OF ITS MEMBERS BY ENHANCING THEIR ABILITY TO PROVIDE QUALITY SERVICES EFFICIENTLY AND EFFECTIVELY; AND BY REPRESENTING THE MEMBERS THROUGH COOPERATIVE ACTION.
Activities or mission (Part I)
LEADINGAGE PA IS A TRADE ASSOCIATION REPRESENTING MEMBERS CONSISTING PRIMARILY OF NOT-FOR-PROFIT ORGANIZATIONS THAT PROVIDE HOUSING, HEALTHCARE, HOME AND COMMUNITY-BASED SERVICES, AND RELATED GOODS AND SERVICES TO OLDER ADULTS IN PENNSYLVANIA.
-
GENERAL MEMBERSHIP SERVICES - AS THE CHIEF ADVOCATE FOR NON-PROFIT PROVIDERS OF LONG-TERM CARE AND SERVICES AND THE ELDERLY INDIVIDUALS THEY SERVE, LEADINGAGE PA REPRESENTS THEIR INTERESTS AND CONCERNS THROUGH ITS COMMUNICATIONS WITH STATE LEGISLATURE AND REGULATORY AGENCIES. THROUGH ITS STAFF'S AND MEMBERS' PARTICIPATION ON ADVISORY PANELS AND GOVERNMENTAL TASK FORCES, ATTENDANCE AT PUBLIC HEARINGS, MONITORING OF LEGISLATION, AND THE DEVELOPMENT OF THE STATE BUDGET, LEADINGAGE PA ENSURES THAT ITS MEMBERSHIP RECEIVES THE ATTENTION AND RESOURCES NECESSARY TO CONTINUE THE DELIVERY OF QUALITY CARE AND SERVICES FOR THE AGING.
-
GOVERNMENT AFFAIRS - LEADINGAGE PA FOCUSES ON IDENTIFYING KEY ISSUES IMPACTING MEMBER COMMUNITIES AND ADVOCATING AND EDUCATING ON THEIR BEHALF FOR PUBLIC POLICY INITIATIVES THAT SUPPORT INDIVIDUAL RIGHTS, QUALITY CARE, AND EQUITABLE ACCESS AND REIMBURSEMENT FOR AGING SERVICES PROVIDERS.
As filed on the 2023 return.
Listed in Part VII
-
Garry PezzanoGARRY PEZZANO
PRESIDENT/CEO
- Total calculated
- $339,056
- From this org
- $298,373
- From related orgs
- $0
- Other
- $40,683
- Hours/week
- 36.5 + 1 related
Schedule J breakdown matched by us
- Base
- $263,146
- Bonus
- $24,300
- Other
- $10,927
- Deferred
- $17,247
- Nontaxable benefits
- $23,436
- Filer's total
- $339,056
-
Charles QuinnanCHARLES QUINNAN
SVP & CHIEF GOV'T AFFAIRS
- Total calculated
- $193,342
- From this org
- $167,040
- From related orgs
- $0
- Other
- $26,302
- Hours/week
- 36.5 + 1 related
Schedule J breakdown matched by us
- Base
- $164,320
- Bonus
- $2,000
- Other
- $720
- Deferred
- $9,979
- Nontaxable benefits
- $16,323
- Filer's total
- $193,342
-
Randy ShaefferRANDY SHAEFFER
SVP OF FINANCE & ADMIN-LEFT SEP-23
- Total calculated
- $147,525
- From this org
- $122,102
- From related orgs
- $0
- Other
- $25,423
- Hours/week
- 34.5 + 3 related
-
Marianne LakeMARIANNE LAKE
SR. VP OF EDUCATION & RESEARCH
- Total calculated
- $135,843
- From this org
- $113,562
- From related orgs
- $0
- Other
- $22,281
- Hours/week
- 1 + 36.5 related
-
Natalie MacDonaldNATALIE MACDONALD
STRATEGY OFFICE
- Total calculated
- $136,466
- From this org
- $111,297
- From related orgs
- $0
- Other
- $25,169
- Hours/week
- 35.5 + 2 related
-
Vicki LoucksVICKI LOUCKS
CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Bill KingsburyBILL KINGSBURY
CHAIR-ELECT
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Debra LarkinDEBRA LARKIN
SECRETARY
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
James PiefferJAMES PIEFFER
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Jeremy NeelyJEREMY NEELY
IMMEDIATE PAST CHAIR-LEFT JUN-23
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Chris WrightCHRIS WRIGHT
TREASURER
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Lajeune AdamsLAJEUNE ADAMS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Diane BurfeindtDIANE BURFEINDT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Frank DermodyFRANK DERMODY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lora GombocLORA GOMBOC
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Katie GriffithKATIE GRIFFITH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jarrod LeoJARROD LEO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Brian LevesqueBRIAN LEVESQUE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Carol McKinleyCAROL MCKINLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mary Kay McMahonMARY KAY MCMAHON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Scott StevensonSCOTT STEVENSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Len WeiserLEN WEISER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Rebecca YoungREBECCA YOUNG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Aaron PrazetzleAARON PRAZETZLE
BOARD MEMBER- AS OF JUN-23
- Total calculated
- $0
- Hours/week
- 1
-
Eric YoegelERIC YOEGEL
BOARD MEMBER- AS OF JUN-23
- Total calculated
- $0
- Hours/week
- 1
-
Jackie Dunbar-JacobJACKIE DUNBAR-JACOB
BOARD MEMBER - AS OF JUN-23
- Total calculated
- $0
- Hours/week
- 1
-
Mark IrwinMARK IRWIN
BOARD MEMBER - AS OF JUN-23
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer SchwalmJENNIFER SCHWALM
BOARD MEMBER - AS OF JUN-23
- Total calculated
- $0
- Hours/week
- 1
-
Allen GeckleALLEN GECKLE
BOARD MEMBER-LEFT JUN-23
- Total calculated
- $0
- Hours/week
- 1
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 · Written employment contract
- 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.
-
PENNSYLVANIA ASSOCIATION OF NONPROFIT HOMES FOR THE AGING
501(C)(3) · PROVIDE GRANTS, EDUCATION, AND TRAINING · PA · controlled entity
Directly controlled by LEADINGAGE PA
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.
-
LEADINGAGE PA SERVICES LLC
HEALTHCARE MARKETING · PA · income $33,530 · assets $69,073
Directly controlled by LEADINGAGE PA
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
KAIROS HEALTH SYSTEMS INC
C · HEALTHCARE CONSULTING · DE · 100% owned · share of income $131,118 · share of assets $1,675,845 · controlled entity
Directly controlled by LEADINGAGE PA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 30 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403139349300205
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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