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Nonprofiteer
← LEADINGAGE CALIFORNIA

Form 990 for tax year 2023

Filed by LEADINGAGE CALIFORNIA.

Totals

Total revenue
$4,181,570
Total expenses
$3,843,918
Contributions and grants received
$138,292
Grants paid
$0
Program service revenue
$2,497,721
Investment income
$241,683
Other revenue
$1,303,874
Total assets, end of year
$4,592,631
Total liabilities, end of year
$959,049
Net assets or fund balances, end of year
$3,633,582
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.

  • 1f · All other contributions, gifts and grants

    $138,292

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $1,882,677 · related or exempt $1,882,677

  • 2b · Program service revenue: PROGRAM EVENTS

    total $466,129 · related or exempt $466,129

  • 2c · Program service revenue: SERVICE REVENUE

    total $148,915 · related or exempt $145,891 · excluded $3,024

  • 3 · Investment income

    total $16,470 · excluded $16,470

  • 5 · Royalties

    total $118,962 · excluded $118,962

  • 7a · Gross sales of assets other than inventory

    securities $239,318

  • 7b · Less cost or other basis and sales expenses

    securities $14,105

  • 7c · Gain or loss

    securities $225,213

  • 7d · Net gain or loss

    total $225,213 · excluded $225,213

  • 11a · Other revenue: INTERCOMPANY REIMBURSE

    total $1,178,660 · related or exempt $1,178,660

  • 11b · Other revenue: MISCELLANEOUS

    total $6,252 · related or exempt $6,252

  • 11e · Other revenue, total

    $1,184,912

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $690,805

  • 7 · Other salaries and wages

    total $1,250,172

  • 8 · Pension plan contributions

    total $23,803

  • 9 · Other employee benefits

    total $122,466

  • 10 · Payroll taxes

    total $124,226

  • 11b · Fees: legal

    total $5,680

  • 11c · Fees: accounting

    total $43,423

  • 11d · Fees: lobbying

    total $65,000

  • 11f · Fees: investment management

    total $16,468

  • 11g · Fees: other

    total $355,772

  • 13 · Office expenses

    total $28,161

  • 14 · Information technology

    total $127,215

  • 16 · Occupancy

    total $169,209

  • 17 · Travel

    total $70,863

  • 19 · Conferences, conventions and meetings

    total $586,968

  • 20 · Interest

    total $3,919

  • 22 · Depreciation, depletion and amortization

    total $28,751

  • 23 · Insurance

    total $28,317

  • 24a · Other expenses: EMPLOYEE DEVELOPMENT

    total $35,432

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $29,015

  • 24c · Other expenses: BANK AND MERCHANT FEES

    total $17,221

  • 24d · Other expenses: MISCELLANEOUS

    total $15,662

  • 24e · All other expenses

    total $5,370

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $545,317 · end of year $403,750

  • 2 · Savings and temporary cash investments

    beginning of year $16,746 · end of year $17,350

  • 4 · Accounts receivable

    beginning of year $58,684 · end of year $77,602

  • 9 · Prepaid expenses and deferred charges

    beginning of year $15,196 · end of year $127,392

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

    $280,286

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

    $141,772

  • 10c · Land, buildings and equipment, net

    beginning of year $134,018 · end of year $138,514

  • 11 · Investments: publicly traded securities

    beginning of year $3,162,618 · end of year $3,582,481

  • 12 · Investments: other securities

    beginning of year $213,125 · end of year $222,129

  • 15 · Other assets

    beginning of year $505,644 · end of year $23,413

  • 17 · Accounts payable and accrued expenses

    beginning of year $147,356 · end of year $278,061

  • 19 · Deferred revenue

    beginning of year $938,950 · end of year $429,926

  • 24 · Unsecured notes and loans payable

    beginning of year $140,496 · end of year $136,723

  • 25 · Other liabilities

    beginning of year $304,848 · end of year $114,339

  • 27 · Net assets without donor restrictions

    beginning of year $3,119,698 · end of year $3,633,582

Mission and programs · 2023

Mission

TO ADVANCE HOUSING, CARE AND SERVICES FOR OLDER ADULTS.

  • PUBLIC POLICY: PROVIDES PUBLIC POLICY ADVOCACY ON BEHALF OF THE ASSOCIATION'S MEMBERS.

  • PUBLIC POLICY: PROVIDES REGULATORY ADVICE AND TECHNICAL ASSISTANCE TO THE ASSOCIATION'S MEMBERS.

  • SOCIAL IMPACT INITIATIVES: MANAGES MULTIPLE INITIATIVES WITH THE COMMON GOAL OF CREATING HEALTH EQUITY FOR OLDER CALIFORNIANS

  • EVENTS: PROVIDES THE ANNUAL INDUSTRY CONFERENCE (AGING) AND PUBLIC POLICY CONFERENCE TO THE ASSOCIATION'S MEMBERS.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JEANNEE PARKER MARTIN

    PRESIDENT/CEO & DIRECTOR

    Total calculated
    $486,483
    From this org
    $454,141
    From related orgs
    $0
    Other
    $32,342
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $396,335
    Bonus
    $57,806
    Other
    $0
    Deferred
    $30,000
    Nontaxable benefits
    $2,342
    Filer's total
    $486,483

  • LISA MCCARGAR

    CFO - HIRE DATE 5/16/2023

    Total calculated
    $133,793
    From this org
    $126,115
    From related orgs
    $0
    Other
    $7,678
    Hours/week
    28 + 12 related

  • CARLOS ENRIQUE MONTERO

    CFO - TERM ENDED 3/31/2023

    Total calculated
    $70,529
    From this org
    $65,337
    From related orgs
    $0
    Other
    $5,192
    Hours/week
    28 + 12 related

  • VALERIE SHEEHAN

    PRESIDENT & CEO, CALPACE

    Total calculated
    $236,250
    From this org
    $217,174
    From related orgs
    $0
    Other
    $19,076
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $217,174
    Bonus
    $0
    Other
    $0
    Deferred
    $11,250
    Nontaxable benefits
    $7,826
    Filer's total
    $236,250

  • SOUA VANG

    CHIEF EDUCATION & MARKETING OFFICER

    Total calculated
    $204,101
    From this org
    $192,695
    From related orgs
    $0
    Other
    $11,406
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $175,345
    Bonus
    $17,350
    Other
    $0
    Deferred
    $10,500
    Nontaxable benefits
    $906
    Filer's total
    $204,101

  • AMBER KING

    VP - LEGISLATIVE AFFAIRS

    Total calculated
    $178,400
    From this org
    $159,859
    From related orgs
    $0
    Other
    $18,541
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,299
    Bonus
    $14,560
    Other
    $0
    Deferred
    $18,240
    Nontaxable benefits
    $301
    Filer's total
    $178,400

  • SHANNON MCLOUGHLIN

    SENIOR EXECUTIVE ASSISTANT

    Total calculated
    $147,811
    From this org
    $113,112
    From related orgs
    $0
    Other
    $34,699
    Hours/week
    40

  • JENNIFER BLANKENSHIP

    CHIEF OPERATING OFFICER - CALPACE

    Total calculated
    $144,655
    From this org
    $139,223
    From related orgs
    $0
    Other
    $5,432
    Hours/week
    40

  • SHERI PEIFER

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • STUART HARTMAN

    CHAIR ELECT

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • JASMINE BORREGO

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • DEBORAH HERBERT

    VICE CHAIR & TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • TOM BRIODY

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • ANGELIQUE D'SILVA WILLIAMS

    REGIONAL REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • CHRIS ICHIEN

    REGIONAL REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • DAVID STIENSTRA

    REGIONAL REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • GINNA BAIK

    DIRECTOR AT LARGE/STRATEGIC

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • JIM HIGBEE

    REGIONAL REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • KENDRA ROBERTS

    DIRECTOR AT LARGE/REGIONAL REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • KEVIN BURKE

    REGIONAL REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • KIM DOMINY

    DIRECTOR AT LARGE/REGIONAL REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • MELINDA FORNEY

    REGIONAL REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • PATRICIA WILLIAMS

    DIRECTOR AT LARGE

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • PETER SPENCER

    DIRECTOR AT LARGE - RESIDENT

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • RONALD BOLDING

    DIRECTOR AT LARGE

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • TUAN NGUYEN

    BUSINESS PARTNER DIRECTOR AT LARGE

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

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 · Written employment contract
  • 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.

Provenance

Return type
form_990
Tax year
2023
Filed
24 October 2024
IRS schema version
2023v5.1
Source object
202433089349300513

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