Form 990 for tax year 2023

Filed by LEADINGAGE NEW YORK INC.

Totals

Total revenue: $2,948,660
Total expenses: $3,546,066
Contributions and grants received: $290,219
Grants paid: $5,500
Program service revenue: not reported
Investment income: not reported
Other revenue: not reported
Total assets, end of year: not reported
Total liabilities, end of year: not reported
Net assets or fund balances, end of year: not reported
Program services expenses (Part IX): $3,294,053
Management and general expenses: $252,013
Fundraising expenses: $0
Program service expenses (Part III): $3,294,053

Program services were 92.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

STUART ALMER

CHAIR

Total calculated

$0

Hours/week

0.5
PAT TURSI

CHAIR-ELECT

Total calculated

$0

Hours/week

0.5
LARRY SLATKY

SECRETARY

Total calculated

$0

Hours/week

0.5
KIMBERLEY TOWNSEND

TREASURER

Total calculated

$0

Hours/week

0.5
KAREN ZOBEL

IMMEDIATE PAST CHAIR

Total calculated

$0

Hours/week

0.5
GLEN COOPER

DIRECTOR

Total calculated

$0

Hours/week

0.5
SUE MURTY

DIRECTOR

Total calculated

$0

Hours/week

0.5
JEREMY RUTTER

DIRECTOR

Total calculated

$0

Hours/week

0.5
DONNY TUCHMAN

DIRECTOR

Total calculated

$0

Hours/week

0.5
MICHAEL KING

DIRECTOR

Total calculated

$0

Hours/week

0.5
ROBERT MAYER

DIRECTOR

Total calculated

$0

Hours/week

0.5
MARY KATE ROLF

DIRECTOR

Total calculated

$0

Hours/week

0.5
COLLEEN ROSE

DIRECTOR

Total calculated

$0

Hours/week

0.5
PAUL ROSENFELD

DIRECTOR

Total calculated

$0

Hours/week

0.5
LISA HAGLUND

DIRECTOR

Total calculated

$0

Hours/week

0.5
DOMINICK MANFREDO

DIRECTOR

Total calculated

$0

Hours/week

0.5
DJ RAUX

DIRECTOR

Total calculated

$0

Hours/week

0.5
DAVID WAGNER

DIRECTOR

Total calculated

$0

Hours/week

0.5
ROBERT WERNER

DIRECTOR

Total calculated

$0

Hours/week

0.5
LISA WACHT

ACF/AL CABINET PRESIDENT

Total calculated

$0

Hours/week

0.5
MICHELE THOMAS

HCBS CABINET PRESIDENT

Total calculated

$0

Hours/week

0.5
AMANDA WAITE

NURSING FACILITY PRESIDENT

Total calculated

$0

Hours/week

0.5
CHRISTA DANIELLO

RETIREMENT HOUSING PRESIDENT

Total calculated

$0

Hours/week

0.5
BOB CAULFIELD

CCRC CABINET PRESIDENT

Total calculated

$0

Hours/week

0.5
KEVIN HORRIGAN

HOUSING CABINET PRESIDENT

Total calculated

$0

Hours/week

0.5
DAN LOWENSTEIN

PACEMLTC CABINET PRESIDENT

Total calculated

$0

Hours/week

0.5
JAMES W CLYNE JR

PRESIDENT/CEO

Total calculated

$376,872

From this org

$170,738

From related orgs

$170,738

Other

$35,396

Hours/week

18 + 17 related

Schedule J breakdown matched by us

Base

$167,379 + $167,379 related

Bonus

$0

Other

$3,359 + $3,359 related

Deferred

$11,600 + $11,600 related

Nontaxable benefits

$6,098 + $6,098 related

Filer's total

$188,436 + $188,436 related
DENISE M ALPER

EXECUTIVE VICE PRESIDENT

Total calculated

$197,269

From this org

$73,765

From related orgs

$87,598

Other

$35,906

Hours/week

16 + 19 related

Schedule J breakdown matched by us

Base

$67,801 + $80,514 related

Bonus

$4,571 + $5,429 related

Other

$1,393 + $1,655 related

Deferred

$6,068 + $7,206 related

Nontaxable benefits

$10,346 + $12,286 related

Filer's total

$90,179 + $107,090 related
KAREN LIPSON

EXECUTIVE VICE PRESIDENT

Total calculated

$209,649

From this org

$153,807

From related orgs

$22,983

Other

$32,859

Hours/week

30 + 5 related

Schedule J breakdown matched by us

Base

$152,429 + $22,777 related

Bonus

$0

Other

$1,378 + $206 related

Deferred

$10,978 + $1,640 related

Nontaxable benefits

$17,610 + $2,631 related

Filer's total

$182,395 + $27,254 related
TIMOTHY THATE

VP IS & HEALTH ANALYTICS/CIO

Total calculated

$149,183

From this org

$75,484

From related orgs

$61,760

Other

$11,939

Hours/week

19 + 16 related
KRISTEN MYERS

VP MEMBER SERVICES & MARKETING

Total calculated

$177,652

From this org

$68,302

From related orgs

$68,302

Other

$41,048

Hours/week

18 + 17 related

Schedule J breakdown matched by us

Base

$67,786 + $67,786 related

Bonus

$0

Other

$516 + $516 related

Deferred

$5,871 + $5,871 related

Nontaxable benefits

$14,653 + $14,653 related

Filer's total

$88,826 + $88,826 related
DIANE DARBYSHIRE

VP ADVOCACY AND PUBLIC POLICY

Total calculated

$126,453

From this org

$93,012

From related orgs

$23,253

Other

$10,188

Hours/week

28 + 7 related
ELLEN QUINN

VP HUMAN RESOURCES

Total calculated

$140,172

From this org

$81,232

From related orgs

$34,814

Other

$24,126

Hours/week

25 + 10 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 committee
3 · Independent compensation consultant
3 · Form 990 of other organizations
3 · Written employment contract
3 · Compensation survey or study
3 · Approval by the board or compensation committee
4b · Supplemental nonqualified retirement plan
7 · Other non-fixed payments

Answered no

4a · Severance or change-of-control payment
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
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B: LEADINGAGE NEW YORK, INC. SPONSORS A 457(B) PLAN FOR A SELECT GROUP OF EMPLOYEES. THE ORGANIZATION DID NOT CONTRIBUTE TO THIS PLAN DURING 2023.
PART I LINE 7:: LEADINGAGE NEW YORK, INC. HAS AN ANNUAL REVIEW PROCESS AT THE END OF EACH YEAR. EACH EMPLOYEE RECEIVES A WRITTEN EVALUATION BY HIS/HER SUPERVISOR IN A MEETING WHERE PAST PERFORMANCE IS DISCUSSED AND GOALS FOR THE COMING YEAR ARE SET. MANAGEMENT AWARDS BONUSES BASED ON THE OVERALL RATING ON THE EVALUATION.

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

LEADINGAGE NEW YORK PAC

$5,500

SUPPORT

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.

FOUNDATION FOR LONG TERM CARE INC

501(C)(3) · RESEARCH AND EDUCATION · NY · controlled entity

Directly controlled by LEADINGAGE NEW YORK INC
LEADINGAGE NEW YORK PAC

SECTION 527 · POLITICAL ACTIVITIES · NY · controlled entity

Directly controlled by LEADINGAGE NEW YORK INC

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.

LEADINGAGE NEW YORK SERVICES INC

C · COST SAVINGS PROGRAMS, REPORTS AND CONSULTING · NY · 100% owned · share of income $1,761,443 · share of assets $1,811,126 · controlled entity

Directly controlled by LEADINGAGE NEW YORK INC

Provenance

Return type: form_990
Tax year: 2023
Filed: 16 October 2024
IRS schema version: 2023v5.1
Source object: 202423139349300347

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