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Nonprofiteer
← LEADINGAGE INC

Form 990 for tax year 2023

Filed by LEADINGAGE INC.

Totals

Total revenue
$23,856,484
Total expenses
$21,530,340
Contributions and grants received
$2,772,805
Grants paid
$57,500
Program service revenue
$18,465,406
Investment income
$1,515,784
Other revenue
$1,102,489
Total assets, end of year
$34,258,423
Total liabilities, end of year
$18,670,460
Net assets or fund balances, end of year
$15,587,963
Program services expenses (Part IX)
$16,973,073
Management and general expenses
$4,557,267
Fundraising expenses
$0
Program service expenses (Part III)
$16,973,073

Program services were 78.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROBERTO MUNIZ

    CHAIR-ELECT - UNTIL 12/23, CHAIR

    Total calculated
    $0
    Hours/week
    4

  • MICHAEL KING CHAIR

    UNTIL 12/23, IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    4

  • CAROL SILVER ELLIOTT

    IMMEDIATE PAST CHAIR - UNTIL 12/23

    Total calculated
    $0
    Hours/week
    4

  • CHRISTIE HINRICHS

    MEMBER - UNTIL 12/23, CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    2

  • TERRI CUNLIFFE

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • WALTER RAMOS

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • MARK ANDERSON

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • STEVE BAHMER

    MEMBER - UNTIL 12/23

    Total calculated
    $0
    Hours/week
    2

  • DEKE CATEAU

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • KEN DANIEL

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • COLLEEN FRANKENFIELD

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • LAURENCE GUMINA

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • LISA HENDERSON

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • TODD MURCH

    MEMBER - UNTIL 12/23

    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

  • BARBARA SULLIVAN

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • ERICA THRASH-SALL

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JUSTINE VOGEL

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DANNY WILLIAMS

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • KATRINKA SMITH-SLOAN

    PRESIDENT AND CEO

    Total calculated
    $571,861
    From this org
    $494,527
    From related orgs
    $0
    Other
    $77,334
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $492,343
    Bonus
    $0
    Other
    $2,184
    Deferred
    $73,100
    Nontaxable benefits
    $4,234
    Filer's total
    $571,861

  • JAMES BURTON HUDSON

    CHIEF OPERATING OFFICER

    Total calculated
    $370,641
    From this org
    $287,279
    From related orgs
    $0
    Other
    $83,362
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $286,439
    Bonus
    $0
    Other
    $840
    Deferred
    $44,274
    Nontaxable benefits
    $39,088
    Filer's total
    $370,641

  • MICHAEL AMERMAN

    VP, FINANCE

    Total calculated
    $211,792
    From this org
    $196,761
    From related orgs
    $0
    Other
    $15,031
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $195,993
    Bonus
    $0
    Other
    $768
    Deferred
    $10,031
    Nontaxable benefits
    $5,000
    Filer's total
    $211,792

  • ROBYN I STONE

    SVP, RESEARCH/CO-DIR, LTSS CENTER

    Total calculated
    $424,421
    From this org
    $362,677
    From related orgs
    $0
    Other
    $61,744
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $359,275
    Bonus
    $0
    Other
    $3,402
    Deferred
    $45,600
    Nontaxable benefits
    $16,144
    Filer's total
    $424,421

  • RUTH KATZ

    SVP, PUBLIC POLICY & ADVOCACY

    Total calculated
    $372,955
    From this org
    $323,266
    From related orgs
    $0
    Other
    $49,689
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $321,082
    Bonus
    $0
    Other
    $2,184
    Deferred
    $45,060
    Nontaxable benefits
    $4,629
    Filer's total
    $372,955

  • SUSAN DONLEY

    SVP, MARKETING & COMMUNICATIONS

    Total calculated
    $290,168
    From this org
    $246,068
    From related orgs
    $0
    Other
    $44,100
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $245,228
    Bonus
    $0
    Other
    $840
    Deferred
    $18,295
    Nontaxable benefits
    $25,805
    Filer's total
    $290,168

  • JULIETA HOLGUIN

    SVP, KNOWLEDGE AND LEARNING

    Total calculated
    $285,503
    From this org
    $242,551
    From related orgs
    $0
    Other
    $42,952
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $242,275
    Bonus
    $0
    Other
    $276
    Deferred
    $39,476
    Nontaxable benefits
    $3,476
    Filer's total
    $285,503

  • SHARON C SULLIVAN

    VP, HEAD OF CONF SERV & BRAND EXP

    Total calculated
    $264,589
    From this org
    $233,988
    From related orgs
    $0
    Other
    $30,601
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $233,472
    Bonus
    $0
    Other
    $516
    Deferred
    $16,551
    Nontaxable benefits
    $14,050
    Filer's total
    $264,589

  • ADRIENNE L POWER-RUFFIN

    VP, HEAD OF LTSS STRAT INITIAT & OPS

    Total calculated
    $257,522
    From this org
    $225,800
    From related orgs
    $0
    Other
    $31,722
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $224,900
    Bonus
    $108
    Other
    $792
    Deferred
    $16,043
    Nontaxable benefits
    $15,679
    Filer's total
    $257,522

  • MARGARET A WANCA-DANIELS

    VP, HEAD OF BUSINESS DEVELOPMENT

    Total calculated
    $243,474
    From this org
    $195,236
    From related orgs
    $0
    Other
    $48,238
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $194,444
    Bonus
    $0
    Other
    $792
    Deferred
    $14,305
    Nontaxable benefits
    $33,933
    Filer's total
    $243,474

  • NANCY HOOKS

    SVP, MEMBER & STATE PARTNERSHIPS

    Total calculated
    $217,367
    From this org
    $199,020
    From related orgs
    $0
    Other
    $18,347
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $197,496
    Bonus
    $0
    Other
    $1,524
    Deferred
    $13,930
    Nontaxable benefits
    $4,417
    Filer's total
    $217,367

  • NICOLE FALLON

    VP, HEALTH POLICY & INTEGRATED SVCS

    Total calculated
    $246,389
    From this org
    $202,579
    From related orgs
    $0
    Other
    $43,810
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $202,303
    Bonus
    $0
    Other
    $276
    Deferred
    $15,220
    Nontaxable benefits
    $28,590
    Filer's total
    $246,389

  • JANINE FINCK-BOYLE

    VP, REGULATORY AFFAIRS

    Total calculated
    $240,656
    From this org
    $219,549
    From related orgs
    $0
    Other
    $21,107
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $218,613
    Bonus
    $0
    Other
    $936
    Deferred
    $15,593
    Nontaxable benefits
    $5,514
    Filer's total
    $240,656

  • LINDA COUCH

    VP, HOUSING POLICY

    Total calculated
    $238,616
    From this org
    $220,249
    From related orgs
    $0
    Other
    $18,367
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $219,073
    Bonus
    $0
    Other
    $1,176
    Deferred
    $15,428
    Nontaxable benefits
    $2,939
    Filer's total
    $238,616

  • AMANDA MARR

    VP, MEMBER EXPERIENCE

    Total calculated
    $208,763
    From this org
    $181,365
    From related orgs
    $0
    Other
    $27,398
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $181,089
    Bonus
    $0
    Other
    $276
    Deferred
    $12,911
    Nontaxable benefits
    $14,487
    Filer's total
    $208,763

  • JONATHAN LIPS

    VP, LEGAL AFFAIRS

    Total calculated
    $179,840
    From this org
    $172,642
    From related orgs
    $0
    Other
    $7,198
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $171,118
    Bonus
    $0
    Other
    $1,524
    Deferred
    $4,025
    Nontaxable benefits
    $3,173
    Filer's total
    $179,840

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
  • 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
DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2023, THE ASSOCIATION MADE PAYMENTS UNDER 457(F) AND 457(B) PLANS TO THE FOLLOWING INDIVIDUALS: KATRINKA SMITH-SLOAN - PRESIDENT & CEO - $50,000 JAMES BURTON HUDSON - CHIEF OPERATING OFFICER - $22,500 ROBYN I. STONE - SVP, RESEARCH/CO-DIRECTOR, LTSS CENTER @ UMASS BOSTON - $22,500 RUTH KATZ - SVP, PUBLIC POLICY & ADVOCACY - $22,500 JULIETA HOLGUIN - SVP, KNOWLEDGE AND LEARNING - $22,500
PART I, LINE 7
DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2023, NON-FIXED, DISCRETIONARY BONUSES WERE PAID TO THE FOLLOWING INDIVIDUALS: ADRIENNE L. POWER-RUFFIN - VP, HEAD OF LTSS STRATEGIC INITIATIVES & OPERATIONS - $108

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

Provenance

Return type
form_990
Tax year
2023
Filed
15 August 2025
IRS schema version
2023v6.0
Source object
202532279349303053

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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