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Nonprofiteer
← LEADINGAGE INC

Form 990 for tax year 2022

Filed by LEADINGAGE INC.

Totals

Total revenue
$20,161,131
Total expenses
$22,532,897
Contributions and grants received
$1,091,717
Grants paid
$507,317
Program service revenue
$17,879,836
Investment income
$322,284
Other revenue
$867,294
Total assets, end of year
$31,293,776
Total liabilities, end of year
$18,646,877
Net assets or fund balances, end of year
$12,646,899
Program services expenses (Part IX)
$17,421,213
Management and general expenses
$5,111,684
Fundraising expenses
$0
Program service expenses (Part III)
$17,421,213

Program services were 77.3% 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)

    $715,893

  • 1f · All other contributions, gifts and grants

    $375,824

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $9,638,832 · related or exempt $9,638,832

  • 2b · Program service revenue: REGISTRATIONS/EXHIBITS

    total $4,839,010 · related or exempt $4,839,010

  • 2c · Program service revenue: SPONSORSHIPS

    total $2,765,879 · related or exempt $2,436,176 · unrelated business $329,703

  • 2d · Program service revenue: MEMBER SERVICES

    total $247,087 · related or exempt $247,087

  • 2e · Program service revenue: COMMISSIONS

    total $195,000 · related or exempt $195,000

  • 2f · All other program service revenue

    total $194,028 · related or exempt $108,046 · unrelated business $85,982

  • 3 · Investment income

    total $462,623 · excluded $462,623

  • 6a · Gross rents

    real property $337,916

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $337,916

  • 6d · Net rental income or loss

    total $337,916 · excluded $337,916

  • 7a · Gross sales of assets other than inventory

    securities $5,405,564

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

    securities $5,545,903

  • 7c · Gain or loss

    securities -$140,339

  • 7d · Net gain or loss

    total -$140,339 · excluded -$140,339

  • 11a · Other revenue: PUBLICATION AND ONLINE EDUCATION

    total $313,494 · related or exempt $313,494

  • 11b · Other revenue: PARKING GARAGE

    total $215,884 · unrelated business $200,965 · excluded $14,919

  • 11e · Other revenue, total

    $529,378

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $507,317 · program services $507,317

  • 5 · Compensation of officers, directors and key employees

    total $3,575,283 · program services $2,398,929 · management and general $1,176,354

  • 7 · Other salaries and wages

    total $7,737,397 · program services $6,429,928 · management and general $1,307,469

  • 8 · Pension plan contributions

    total $461,346 · program services $373,690 · management and general $87,656

  • 9 · Other employee benefits

    total $761,232 · program services $736,867 · management and general $24,365

  • 10 · Payroll taxes

    total $724,825 · program services $587,108 · management and general $137,717

  • 11b · Fees: legal

    total $106,038 · management and general $106,038

  • 11c · Fees: accounting

    total $92,840 · management and general $92,840

  • 11f · Fees: investment management

    total $100,789 · management and general $100,789

  • 11g · Fees: other

    total $1,857,948 · program services $1,431,752 · management and general $426,196

  • 12 · Advertising and promotion

    total $59,627 · program services $59,627

  • 13 · Office expenses

    total $387,635 · program services $275,720 · management and general $111,915

  • 14 · Information technology

    total $397,437 · program services $284,950 · management and general $112,487

  • 15 · Royalties

    total $13,164 · program services $13,164

  • 16 · Occupancy

    total $826,651 · program services $533,154 · management and general $293,497

  • 17 · Travel

    total $360,412 · program services $311,532 · management and general $48,880

  • 19 · Conferences, conventions and meetings

    total $2,435,331 · program services $2,402,630 · management and general $32,701

  • 20 · Interest

    total $422,193 · program services $179,151 · management and general $243,042

  • 22 · Depreciation, depletion and amortization

    total $555,856 · program services $374,764 · management and general $181,092

  • 23 · Insurance

    total $174,338 · program services $127,342 · management and general $46,996

  • 24a · Other expenses: DUES & SUBSCRIPTION

    total $283,338 · program services $240,736 · management and general $42,602

  • 24b · Other expenses: TAXES, LICENSES & FEES

    total $283,248 · program services $128,075 · management and general $155,173

  • 24c · Other expenses: BAD DEBT

    total $271,464 · management and general $271,464

  • 24d · Other expenses: TEMPORARY HELP

    total $134,616 · program services $23,203 · management and general $111,413

  • 24e · All other expenses

    total $2,572 · program services $1,574 · management and general $998

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,598,642 · end of year $1,866,636

  • 2 · Savings and temporary cash investments

    beginning of year $624,842 · end of year $294,460

  • 3 · Pledges and grants receivable

    beginning of year $1,162,910 · end of year $101,518

  • 4 · Accounts receivable

    beginning of year $1,065,048 · end of year $1,624,060

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,684,840 · end of year $1,639,025

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

    $20,369,751

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

    $10,549,357

  • 10c · Land, buildings and equipment, net

    beginning of year $10,294,250 · end of year $9,820,394

  • 11 · Investments: publicly traded securities

    beginning of year $17,032,338 · end of year $14,745,389

  • 15 · Other assets

    beginning of year $1,172,541 · end of year $1,202,294

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,696,902 · end of year $2,006,172

  • 19 · Deferred revenue

    beginning of year $6,624,588 · end of year $6,938,402

  • 20 · Tax-exempt bond liabilities

    beginning of year $9,838,717 · end of year $9,277,781

  • 24 · Unsecured notes and loans payable

    beginning of year $2,750,000 · end of year $400,000

  • 25 · Other liabilities

    beginning of year $34,689 · end of year $24,522

  • 27 · Net assets without donor restrictions

    beginning of year $11,085,555 · end of year $10,248,674

  • 28 · Net assets with donor restrictions

    beginning of year $2,604,960 · end of year $2,398,225

Mission and programs · 2022

Mission

THE MISSION OF LEADINGAGE IS TO BE THE TRUSTED VOICE FOR AGING. OUR 6,000+ MEMBERS AND PARTNERS INCLUDE NONPROFIT ORGANIZATIONS REPRESENTING THE ENTIRE FIELD OF AGING SERVICES, 38 STATE ASSOCIATIONS, HUNDREDS OF BUSINESSES, CONSUMER GROUPS, FOUNDATIONS, AND RESEARCH CENTERS. LEADINGAGE IS ALSO A PART OF THE GLOBAL AGEING NETWORK, WHOSE MEMBERSHIP SPANS 50 COUNTRIES. LEADINGAGE IS A 501(C)(3) TAX-EXEMPT CHARITABLE ORGANIZATION FOCUSED ON EDUCATION, ADVOCACY, AND APPLIED RESEARCH.

Activities or mission (Part I)

TO BE THE TRUSTED VOICE FOR AGING.

  • KNOWLEDGE CENTER: THE KNOWLEDGE CENTER PROGRAM INCLUDES ACTIVITIES TO DEVELOP AND DELIVER HIGH-QUALITY ONLINE AND FACE-TO-FACE EDUCATIONAL PROGRAMMING ON CURRENT ISSUES AFFECTING AGING AND AGING SERVICES AND TO DEVELOP LEADERSHIP SKILLS FOR THOSE IN THE FIELD OF AGING.

    Expenses $5,446,172 · Grants $691 · Revenue $6,681,294

  • PUBLIC POLICY AND ADVOCACY: THE PUBLIC POLICY AND ADVOCACY PROGRAM INCLUDES ACTIVITIES TO PROVIDE EDUCATION AND ADVOCACY SUPPORT ON PUBLIC POLICY ISSUES AFFECTING AGING SERVICES.

    Expenses $3,746,267 · Grants $27,500

  • LTSS CENTER: THE LTSS CENTER @ UMASS BOSTON CONDUCTS RESEARCH DESIGNED TO HELP THE NATION ADDRESS THE CHALLENGES AND SEIZE THE OPPORTUNITIES ASSOCIATED WITH THE GROWING OLDER POPULATION. THE LTSS CENTER IS THE FIRST OF ITS KIND TO BLEND THE RESOURCES OF A MAJOR RESEARCH UNIVERSITY WITH THE EXPERTISE AND EXPERIENCE OF APPLIED RESEARCHERS WORKING WITH PROVIDERS IN THE FIELD OF LONG-TERM SERVICES AND SUPPORTS (LTSS). THIS WORK BUILDS ON THE UNIVERSITY OF MASSACHUSETTS - BOSTON'S PARTNERSHIP WITH COMMUNITY CATALYST, A NATIONAL CONSUMER HEALTH ADVOCACY ORGANIZATION.

    Expenses $3,169,805 · Grants $479,126

  • COMMUNICATIONS AND MARKETING: THE COMMUNICATIONS AND MARKETING PROGRAM LEADS A PROACTIVE STRATEGY FOCUSED ON MEDIA AND THOUGHT LEADERSHIP, MEMBER ENGAGEMENT, AND DRIVING DUES AND NON-DUES REVENUE. THE PROGRAM INCLUDES ACTIVITIES RELATED TO LEADINGAGE PRODUCTS, SERVICES, EVENTS, AND OTHER ASSOCIATION MEMBER AND NON-MEMBER PROGRAMS, AND SUPPORTS OVERALL ORGANIZATION COMMUNICATIONS RELATED TO CORE PRODUCTS (ANNUAL REPORTS, FACT SHEETS, INDUSTRY REPORTS, ETC.) AND CHANNELS (SOCIAL MEDIA, NEWSLETTERS, WEBSITE, ETC.). THROUGH THIS PROGRAM, LEADINGAGE MANAGES THE CREATION AND IMPLEMENTATION OF CROSS-CHANNEL CAMPAIGNS TARGETING LEADINGAGE MEMBERS, STATES, BUSINESS PARTNERS, AND OTHER STAKEHOLDERS.

    Expenses $2,041,446

  • MEMBERSHIP SERVICES AND STATE RELATIONS: THE MEMBERSHIP SERVICES PROGRAM IS RESPONSIBLE FOR ALL ASPECTS OF LEADINGAGE MEMBERSHIP INCLUDING GROWTH AND MEMBER ENGAGEMENT AND RETENTION. THE STATE RELATIONS PROGRAM IS RESPONSIBLE FOR MANAGING AND SUSTAINING CONSISTENTLY STRONG, TRUSTING, AND COLLABORATIVE RELATIONSHIPS BETWEEN LEADINGAGE AND ITS 38 STATE PARTNERS. THE STATE RELATIONS PROGRAM PROVIDES ONGOING TROUBLE-SHOOTING AND STRATEGIC GUIDANCE TO THE LEADERSHIP OF STATE PARTNERS; AND REPRESENTS LEADINGAGE AT STATE PARTNER BOARD RETREATS, CONFERENCES, AND MEMBER EVENTS.

    Expenses $1,357,170 · Revenue $9,233,650

  • BUSINESS DEVELOPMENT: THE BUSINESS DEVELOPMENT PROGRAM IDENTIFIES AND DEVELOPS NEW AREAS OF GROWTH IN NON-DUES REVENUE, INCLUDING BUSINESS OPPORTUNITIES, CORPORATE SPONSORSHIPS, AND PARTNERSHIPS. THIS PROGRAM ALSO INCLUDES ACTIVITIES RELATED TO LIAISONS WITH BUSINESS MEMBERS AND FIRMS THAT ADVERTISE, SPONSOR, OR EXHIBIT WITH LEADINGAGE.

    Expenses $1,040,513 · Revenue $1,654,702

  • CENTER FOR AGING SERVICES TECHNOLOGY: THE CENTER FOR AGING SERVICES TECHNOLOGY (CAST) PROGRAM INCLUDES ACTIVITIES TO ENHANCE THE USE OF TECHNOLOGY TO IMPROVE THE QUALITY OF LIFE AND SERVICES FOR PEOPLE AS THEY AGE THROUGH COLLABORATIVE INITIATIVES WITH PROVIDERS, TECHNOLOGY COMPANIES, AND THE RESEARCH COMMUNITY.

    Expenses $619,840 · Revenue $207,999

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

Listed in Part VII

  • Michael King

    CHAIR

    Total calculated
    $0
    Hours/week
    4

  • Carol Silver Elliott

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    4

  • Roberto Muniz

    CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    4

  • Walter Ramos

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • Terri Cunliffe

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Marvell Adams

    MEMBER - UNTIL 12/22

    Total calculated
    $0
    Hours/week
    2

  • Steve Bahmer

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Deke Cateau

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Ken Daniel

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Laurence Gumina

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Christie Hinrichs

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Todd Murch

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Ursula Robinson

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Kate Rolf

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Joseph Scopelliti

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Justine Vogel

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Katrinka Smith-Sloan

    PRESIDENT AND CEO

    Total calculated
    $563,139
    From this org
    $487,167
    From related orgs
    $0
    Other
    $75,972
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $485,643
    Bonus
    $0
    Other
    $1,524
    Deferred
    $71,350
    Nontaxable benefits
    $4,622
    Filer's total
    $563,139

  • James Burton Hudson

    CHIEF OPERATING OFFICER

    Total calculated
    $362,185
    From this org
    $277,396
    From related orgs
    $0
    Other
    $84,789
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $277,114
    Bonus
    $102
    Other
    $180
    Deferred
    $41,799
    Nontaxable benefits
    $42,990
    Filer's total
    $362,185

  • Michael Amerman

    VP, FINANCE

    Total calculated
    $147,682
    From this org
    $142,481
    From related orgs
    $0
    Other
    $5,201
    Hours/week
    37.5

  • Majd Alwan Svp Tech

    BUS STRATEGY/EXEC DIR - UNTIL 11/22

    Total calculated
    $441,244
    From this org
    $368,833
    From related orgs
    $0
    Other
    $72,411
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $239,354
    Bonus
    $2,000
    Other
    $127,479
    Deferred
    $38,310
    Nontaxable benefits
    $34,101
    Filer's total
    $441,244

  • Robyn I Stone

    SVP, RESEARCH/CO-DIR, LTSS CENTER

    Total calculated
    $414,038
    From this org
    $355,095
    From related orgs
    $0
    Other
    $58,943
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $352,521
    Bonus
    $102
    Other
    $2,472
    Deferred
    $41,850
    Nontaxable benefits
    $17,093
    Filer's total
    $414,038

  • Ruth Katz

    SVP, PUBLIC POLICY & ADVOCACY

    Total calculated
    $342,057
    From this org
    $316,590
    From related orgs
    $0
    Other
    $25,467
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $314,960
    Bonus
    $106
    Other
    $1,524
    Deferred
    $21,350
    Nontaxable benefits
    $4,117
    Filer's total
    $342,057

  • Susan Donley

    SVP, MARKETING & COMMUNICATIONS

    Total calculated
    $264,885
    From this org
    $229,266
    From related orgs
    $0
    Other
    $35,619
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $228,980
    Bonus
    $106
    Other
    $180
    Deferred
    $16,685
    Nontaxable benefits
    $18,934
    Filer's total
    $264,885

  • Sharon C Sullivan

    VP, HEAD OF CONF SERV & BRAND EXP

    Total calculated
    $256,178
    From this org
    $225,395
    From related orgs
    $0
    Other
    $30,783
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $224,675
    Bonus
    $204
    Other
    $516
    Deferred
    $15,960
    Nontaxable benefits
    $14,823
    Filer's total
    $256,178

  • Adrienne L Power-Ruffin

    VP, HEAD OF LTSS STRAT INITIAT & OPS

    Total calculated
    $249,888
    From this org
    $216,743
    From related orgs
    $0
    Other
    $33,145
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $215,850
    Bonus
    $101
    Other
    $792
    Deferred
    $15,470
    Nontaxable benefits
    $17,675
    Filer's total
    $249,888

  • Julieta Holguin

    SVP, KNOWLEDGE AND LEARNING

    Total calculated
    $229,410
    From this org
    $211,353
    From related orgs
    $0
    Other
    $18,057
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $210,976
    Bonus
    $101
    Other
    $276
    Deferred
    $14,793
    Nontaxable benefits
    $3,264
    Filer's total
    $229,410

  • Margaret A Wanca-Daniels

    VP, HEAD OF BUSINESS DEVELOPMENT

    Total calculated
    $226,581
    From this org
    $176,359
    From related orgs
    $0
    Other
    $50,222
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $175,466
    Bonus
    $101
    Other
    $792
    Deferred
    $13,657
    Nontaxable benefits
    $36,565
    Filer's total
    $226,581

  • Diana Pappafotis

    SVP, MEMB & STATE REL

    Total calculated
    $215,106
    From this org
    $186,984
    From related orgs
    $0
    Other
    $28,122
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $186,367
    Bonus
    $101
    Other
    $516
    Deferred
    $13,278
    Nontaxable benefits
    $14,844
    Filer's total
    $215,106

  • Nicole Fallon

    VP, HEALTH POLICY & INTEGRATED SVCS

    Total calculated
    $242,399
    From this org
    $190,199
    From related orgs
    $0
    Other
    $52,200
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $189,280
    Bonus
    $643
    Other
    $276
    Deferred
    $14,677
    Nontaxable benefits
    $37,523
    Filer's total
    $242,399

  • Janine Finck-Boyle

    VP, REGULATORY AFFAIRS

    Total calculated
    $232,853
    From this org
    $213,283
    From related orgs
    $0
    Other
    $19,570
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $212,306
    Bonus
    $701
    Other
    $276
    Deferred
    $15,036
    Nontaxable benefits
    $4,534
    Filer's total
    $232,853

  • Linda Couch

    VP, HOUSING POLICY

    Total calculated
    $225,655
    From this org
    $208,864
    From related orgs
    $0
    Other
    $16,791
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $206,743
    Bonus
    $1,605
    Other
    $516
    Deferred
    $14,472
    Nontaxable benefits
    $2,319
    Filer's total
    $225,655

  • Amanda Marr

    VP, MEMBER EXPERIENCE

    Total calculated
    $202,416
    From this org
    $174,565
    From related orgs
    $0
    Other
    $27,851
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $174,284
    Bonus
    $101
    Other
    $180
    Deferred
    $12,450
    Nontaxable benefits
    $15,401
    Filer's total
    $202,416

  • Nancy Hooks

    VP, HEAD OF STATE AFFILIATE PARTNERSHIPS

    Total calculated
    $184,920
    From this org
    $169,678
    From related orgs
    $0
    Other
    $15,242
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $168,052
    Bonus
    $102
    Other
    $1,524
    Deferred
    $11,841
    Nontaxable benefits
    $3,401
    Filer's total
    $184,920

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 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINES 4A-B
SEVERANCE PAYMENT: MAJD ALWAN - SVP, TECHNOLOGY & BUSINESS STRATEGY/EXECUTIVE DIRECTOR - $127,028 PAYMENTS FROM 457(F) AND 457(B) PLANS: KATRINKA SMITH-SLOAN - PRESIDENT & CEO - $50,000 JAMES BURTON HUDSON - CHIEF OPERATING OFFICER - $20,500 ROBYN I. STONE - SVP, RESEARCH/CO-DIRECTOR, LTSS CENTER @ UMASS BOSTON - $20,500 MAJD ALWAN - SVP, TECHNOLOGY & BUSINESS STRATEGY/EXECUTIVE DIRECTOR - $20,500

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
14 August 2024
IRS schema version
2022v5.0
Source object
202432289349301123

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