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Nonprofiteer
← LEADINGAGE OREGON

Form 990 for tax year 2023

Filed by LEADINGAGE OREGON.

Totals

Total revenue
$1,871,446
Total expenses
$1,820,929
Contributions and grants received
$81,939
Grants paid
$60,631
Program service revenue
$1,689,944
Investment income
$40,501
Other revenue
$59,062
Total assets, end of year
$1,935,127
Total liabilities, end of year
$153,033
Net assets or fund balances, end of year
$1,782,094
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.

  • 1e · Government grants (contributions)

    $81,939

  • 2a · Program service revenue: DENTAL PLAN

    total $711,670 · related or exempt $711,670

  • 2b · Program service revenue: MEMBERSHIP DUES

    total $570,039 · related or exempt $570,039

  • 2c · Program service revenue: ELDERLY & DISABLED SER

    total $408,235 · related or exempt $408,235

  • 3 · Investment income

    total $40,501 · excluded $40,501

  • 11a · Other revenue: MISCELLANEOUS

    total $59,062 · related or exempt $57,862 · excluded $1,200

  • 11e · Other revenue, total

    $59,062

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $60,631

  • 5 · Compensation of officers, directors and key employees

    total $158,212

  • 7 · Other salaries and wages

    total $177,252

  • 8 · Pension plan contributions

    total $10,286

  • 9 · Other employee benefits

    total $28,845

  • 10 · Payroll taxes

    total $28,260

  • 11b · Fees: legal

    total $12,005

  • 11c · Fees: accounting

    total $16,441

  • 11f · Fees: investment management

    total $11,992

  • 11g · Fees: other

    total $46,798

  • 13 · Office expenses

    total $16,660

  • 16 · Occupancy

    total $41,952

  • 17 · Travel

    total $21,411

  • 19 · Conferences, conventions and meetings

    total $147,496

  • 22 · Depreciation, depletion and amortization

    total $1,000

  • 23 · Insurance

    total $5,718

  • 24a · Other expenses: DENTAL PLAN

    total $751,416

  • 24b · Other expenses: DUES

    total $134,220

  • 24c · Other expenses: EDUCATIONAL PROGRAMS

    total $110,746

  • 24d · Other expenses: SUBSCRIPTIONS

    total $25,541

  • 24e · All other expenses

    total $14,047

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $457,174 · end of year $452,765

  • 2 · Savings and temporary cash investments

    beginning of year $173,568 · end of year $29,543

  • 4 · Accounts receivable

    beginning of year $50,447 · end of year $73,148

  • 9 · Prepaid expenses and deferred charges

    beginning of year $22,509 · end of year $27,188

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

    $24,665

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

    $19,821

  • 10c · Land, buildings and equipment, net

    beginning of year $1,035 · end of year $4,844

  • 11 · Investments: publicly traded securities

    beginning of year $973,660 · end of year $1,274,467

  • 13 · Investments: program-related

    beginning of year $20,250 · end of year $20,250

  • 15 · Other assets

    beginning of year $77,882 · end of year $52,922

  • 17 · Accounts payable and accrued expenses

    beginning of year $79,352 · end of year $77,430

  • 19 · Deferred revenue

    beginning of year $8,169 · end of year $22,682

  • 25 · Other liabilities

    beginning of year $36,042 · end of year $52,921

  • 27 · Net assets without donor restrictions

    beginning of year $1,616,741 · end of year $1,782,094

  • 28 · Net assets with donor restrictions

    beginning of year $36,221 · end of year $0

Mission and programs · 2023

Mission

THE MISSION OF LEADINGAGE OREGON IS TO REPRESENT AND PROMOTE THE COMMON INTERESTS OF ITS MEMBERSHIP THROUGH LEADERSHIP, ADVOCACY, EDUCATION AND OTHER SERVICES IN ORDER TO ENHANCE MEMBERS' ABILITY TO SERVE THEIR CONSTITUENCY.

Activities or mission (Part I)

TO SERVE AS A RESOURCE AND SUPPORT MEMBERS PROVIDING QUALITY HOUSING, HEALTH, COMMUNITY AND RELATED SERVICES TO THE ELDERLY AND DISABLED.

  • SERVED AS REGULATORY, OPERATIONAL AND ADVOCACY RESOURCE FOR 100 NOT-FOR-PROFIT PROVIDERS AND OTHER MISSION-DIRECTED PROVIDERS OF AGING SERVICES, INCLUDING NURSING HOMES, ASSISTED LIVING/RESIDENTAL CARE FACILITIES, LOW-INCOME AND MARKET-RATE SENIOR HOUSING, CONTINUING CARE RETIREMENT COMMUNITIES, AND HOME AND COMMUNITY-BASED SERVICE PROVIDERS. REPRESENTED MEMBER INTERESTS BEFORE REGULATORY AND LEGISLATIVE BODIES. SERVED ON NUMEROUS WORKGROUPS AND TASK FORCES TO ASSURE MEMBER NEEDS WERE REPRESENTED.

  • INFORMATION AND MEMBER SERVICES: SPONSORED A VARIETY OF PROGRAMS TO ENGAGE MEMBER'S RESIDENTS IN CREATIVE ACTIVITIES AND FOSTER A CLOSER RELATIONSHIP BETWEEN THE STATE ORGANIZATION AND RESIDENTS. PRODUCED BIWEEKLY NEWSLETTERS TO KEEP MEMBERS INFORMED ABOUT ISSUES IMPACTING THEIR WORK. A LEGISLATIVE BRIEF WAS PRODUCED DURING THE LEGISLATIVE SESSION AND NUMEROUS CRITICAL ISSUE AND POLICY UPDATES AS NEEDED.

  • OFFERED 56 EDUCATIONAL PROGRAMS ATTENDED BY MORE THAN 633 PARTICIPANTS. PROGRAMS INCLUDED TWO CONFERENCES, A STATEWIDE LEADERSHIP PROGRAM, AN ONLINE ALF/RCF ADMINISTRATOR TRAINING, WEBINARS AND NUMEROUS IN-PERSON WORKSHOPS.

As filed on the 2023 return.

Listed in Part VII

  • Kristin Milligan

    CEO

    Total calculated
    $158,212
    From this org
    $143,712
    From related orgs
    $0
    Other
    $14,500
    Hours/week
    40.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $143,712
    Bonus
    $0
    Other
    $0
    Deferred
    $14,500
    Nontaxable benefits
    $0
    Filer's total
    $158,212

  • Vassar Byrd

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Sharon Van Eaton

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Cliff Mars

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Diane Hood

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Erin Cornell

    VP OF NURSING

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Matt Hartley

    VP OF ALF/RCF

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • David Lewis

    VP OF COMMUNITY SERVICE

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Susan Platte

    VP OF CCRCS

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Doug Williams

    VP OF HOUSING

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Corey Crismon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Kimberly Fuson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Sarah Long

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Judy O'Donnell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • David Parrett

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Kimberly Scott

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Lisa Warnock

    DIRECTOR

    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 · 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

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
14 May 2025
IRS schema version
2023v6.0
Source object
202521349349313652

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