Totals
- Total revenue
- $8,959,862
- Total expenses
- $9,607,335
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $8,953,543
- Investment income
- $6,319
- Other revenue
- $0
- Total assets, end of year
- $997,520
- Total liabilities, end of year
- $433,458
- Net assets or fund balances, end of year
- $564,062
- 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: EMPLOYER CONTRIBUTIONS
total $6,751,605 · related or exempt $6,751,605
-
2b · Program service revenue: EMPLOYEE CONTRIBUTIONS
total $2,201,938 · related or exempt $2,201,938
-
3 · Investment income
total $6,319 · excluded $6,319
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $7,503,910
-
11a · Fees: management
total $197,751
-
11b · Fees: legal
total $32,052
-
11c · Fees: accounting
total $73,702
-
11g · Fees: other
total $675,099
-
23 · Insurance
total $9,766
-
24a · Other expenses: REINSURANCE FEES
total $1,042,979
-
24b · Other expenses: PPO FEES
total $62,145
-
24c · Other expenses: INTERLINK CANCER CARE
total $5,289
-
24d · Other expenses: PCORI EXPENSE
total $4,319
-
24e · All other expenses
total $323
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,167,500 · end of year $200,769
-
4 · Accounts receivable
beginning of year $5,598 · end of year $787,178
-
9 · Prepaid expenses and deferred charges
beginning of year $9,766 · end of year $9,573
-
17 · Accounts payable and accrued expenses
beginning of year $0 · end of year $433,458
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $1,182,864 · end of year $564,062
Mission and programs · 2023
Mission
TO PROVIDE EXCELLENT, AFFORDABLE EMPLOYEE HEALTH INSURANCE AND ANCILLARY BENEFIT OPTIONS FOR LEADINGAGE TEXAS MEMBERS AND THEIR EMPLOYEES.
-
THE PLAN PROVIDED AFFORDABLE HEALTH INSURANCE AND ANCILLARY BENEFIT OPTIONS TO ELIGIBLE EMPLOYEES AND COVERED DEPENDENTS OF LEADINGAGE TEXAS MEMBER EMPLOYERS.
As filed on the 2023 return.
Listed in Part VII
-
George LinialGEORGE LINIAL
EXECUTIVE TRUSTEE
- Total calculated
- $296,662
- From this org
- $0
- From related orgs
- $258,369
- Other
- $38,293
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $251,169 related
- Bonus
- $0
- Other
- $0 + $7,200 related
- Deferred
- $0 + $23,093 related
- Nontaxable benefits
- $0 + $15,200 related
- Filer's total
- $0 + $296,662 related
-
Crystal LazaCRYSTAL LAZA
DEPUTY EXECUTIVE TRUSTEE
- Total calculated
- $166,250
- From this org
- $0
- From related orgs
- $146,420
- Other
- $19,830
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $145,420 related
- Bonus
- $0 + $1,000 related
- Other
- $0
- Deferred
- $0 + $11,675 related
- Nontaxable benefits
- $0 + $8,155 related
- Filer's total
- $0 + $166,250 related
-
John Russell CrewsJOHN RUSSELL CREWS
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Patrick PheiferPATRICK PHEIFER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Nicole GannNICOLE GANN
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Tina BallardTINA BALLARD
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Kristie BoilesKRISTIE BOILES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sheryl CallahanSHERYL CALLAHAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Roque ChristensenROQUE CHRISTENSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Patrick CrumpPATRICK CRUMP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Deborah GoodmanDEBORAH GOODMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Grady MullinsGRADY MULLINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bethany SisnerozBETHANY SISNEROZ
DIRECTOR
- 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
None.
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.
-
501C6 · LEADS NOT-FOR-PROFIT MEMBERS IN EFFORTS TO BETTER SERVE SENIORS · TX
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433199349302093
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