Totals
- Total revenue
- $2,997,484
- Total expenses
- $3,224,967
- Contributions and grants received
- $21,265
- Grants paid
- $5,000
- Program service revenue
- $2,648,617
- Investment income
- $192,106
- Other revenue
- $135,496
- Total assets, end of year
- $5,616,382
- Total liabilities, end of year
- $2,621,765
- Net assets or fund balances, end of year
- $2,994,617
- Program services expenses (Part IX)
- $3,013,310
- Management and general expenses
- $211,657
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $3,013,310
Program services were 93.4% 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.
-
1d · Related organizations
$21,265
-
2a · Program service revenue: MEMBERSHIP DUES
total $2,648,617 · related or exempt $2,648,617
-
3 · Investment income
total $192,106 · excluded $192,106
-
6a · Gross rents
real property $31,729
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $31,729
-
6d · Net rental income or loss
total $31,729 · excluded $31,729
-
11a · Other revenue: ADVERTISING
total $53,169 · unrelated business $53,169
-
11b · Other revenue: EVENT/CONF-SPONSORS
total $50,598 · related or exempt $50,598
-
11e · Other revenue, total
$103,767
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $5,000 · program services $5,000
-
5 · Compensation of officers, directors and key employees
total $439,019 · program services $424,700 · management and general $14,319
-
7 · Other salaries and wages
total $976,564 · program services $944,714 · management and general $31,850
-
8 · Pension plan contributions
total $137,504 · program services $133,019 · management and general $4,485
-
9 · Other employee benefits
total $213,370 · program services $206,411 · management and general $6,959
-
10 · Payroll taxes
total $134,845 · program services $130,447 · management and general $4,398
-
11b · Fees: legal
total $189,105 · program services $150,677 · management and general $38,428
-
11c · Fees: accounting
total $13,294 · management and general $13,294
-
11d · Fees: lobbying
total $130,000 · program services $130,000
-
11f · Fees: investment management
total $33,811 · program services $33,811
-
11g · Fees: other
total $165,343 · program services $137,566 · management and general $27,777
-
13 · Office expenses
total $84,677 · program services $81,913 · management and general $2,764
-
16 · Occupancy
total $114,503 · program services $112,536 · management and general $1,967
-
17 · Travel
total $51,535 · program services $46,268 · management and general $5,267
-
19 · Conferences, conventions and meetings
total $25,228 · program services $21,334 · management and general $3,894
-
22 · Depreciation, depletion and amortization
total $23,845 · program services $23,068 · management and general $777
-
23 · Insurance
total $23,545 · management and general $23,545
-
24a · Other expenses: MAINTENANCE
total $210,760 · program services $203,888 · management and general $6,872
-
24b · Other expenses: BAD DEBT EXPENSE
total $202,191 · program services $202,191
-
24c · Other expenses: OTHER FEES
total $27,119 · program services $7,881 · management and general $19,238
-
24d · Other expenses: DUES AND SUBSCRIPTIONS
total $23,709 · program services $17,886 · management and general $5,823
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $598,841 · end of year $100,047
-
2 · Savings and temporary cash investments
beginning of year $25,919 · end of year $25,932
-
4 · Accounts receivable
beginning of year $124,153 · end of year $465,838
-
9 · Prepaid expenses and deferred charges
beginning of year $56,548 · end of year $81,792
-
10a · Land, buildings and equipment: cost or other basis
$395,079
-
10b · Land, buildings and equipment: accumulated depreciation
$371,368
-
10c · Land, buildings and equipment, net
beginning of year $36,744 · end of year $23,711
-
11 · Investments: publicly traded securities
beginning of year $4,456,443 · end of year $3,735,238
-
15 · Other assets
beginning of year $23,858 · end of year $1,183,824
-
17 · Accounts payable and accrued expenses
beginning of year $485,804 · end of year $915,934
-
19 · Deferred revenue
beginning of year $24,515 · end of year $1,500
-
25 · Other liabilities
beginning of year $710,600 · end of year $1,704,331
-
27 · Net assets without donor restrictions
beginning of year $4,101,587 · end of year $2,994,617
Mission and programs · 2022
Mission
LEADINGAGE NEW YORK REPRESENTS NOT-FOR-PROFIT, MISSION-DRIVEN AND PUBLIC CONTINUING CARE PROVIDERS, INCLUDING NURSING HOMES, SENIOR HOUSING, ADULT CARE FACILITIES, CONTINUING CARE RETIREMENT COMMUNITIES, ASSISTED LIVING AND COMMUNITY SERVICE PROVIDERS AND ITS MISSION IS TO HELP THESE MEMBERS THRIVE.
Activities or mission (Part I)
LEADINGAGE NEW YORK REPRESENTS NOT-FOR-PROFIT, MISSION-DRIVEN AND PUBLIC CONTINUING CARE PROVIDERS, INCLUDING NURSING HOMES, SENIOR HOUSING, ADULT CARE FACILITIES, CONTINUING CARE RETIREMENT COMMUNITIES, ASSISTED LIVING AND COMMUNITY SERVICE PROVIDERS AND ITS SERVICES FOR MEMEBERS, WHICH ARE NON-FOR-PROFITS AND GOVERNMENT-OPERATED ORGANIZATIONS PROVIDING LONG-TERM CARE.
-
LEADINGAGE NEW YORK, INC. EXPERTS PROVIDE RESEARCH AND ANALYSIS ON STATE BUDGETS, LEGISLATION AND REGULATIONS RELATED TO AGING SERVICES ISSUES. THROUGH THIS PROCESS, LEADINGAGE NEW YORK, INC. DEVELOPS A PUBLIC POLICY AGENDA AND PROVIDES ADVOCACY AND EDUCATION FOR ITS NOT-FOR-PROFIT, MISSION-DRIVEN AGING SERVICES PROVIDER MEMBERS. LEADINGAGE NEW YORK, INC. WORKS TO ENSURE THAT SENIORS HAVE ACCESS TO QUALITY CARE SERVICES WHEN THEY NEED THEM AND WHERE THEY NEED THEM.
Expenses $3,013,310 · Grants $5,000 · Revenue $2,665,404
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Glen CooperGLEN COOPER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Stuart AlmerSTUART ALMER
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Kimberley TownsendKIMBERLEY TOWNSEND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Karen ZobelKAREN ZOBEL
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Bob CaulfieldBOB CAULFIELD
CCRC CABINET PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
Tammy SchmidtTAMMY SCHMIDT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Kevin HorriganKEVIN HORRIGAN
HOUSING CABINET PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
Patty ConnellyPATTY CONNELLY
PACEMLTC CABINET PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
Christa DanielloCHRISTA DANIELLO
RETIREMENT HOUSING PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
Sue MurtySUE MURTY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Colleen RoseCOLLEEN ROSE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Paul RosenfeldPAUL ROSENFELD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Robert MayerROBERT MAYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mary Kate RolfMARY KATE ROLF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jeremy RutterJEREMY RUTTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Steven SmuthSTEVEN SMUTH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Michele ThomasMICHELE THOMAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Michael KingMICHAEL KING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Lisa HaglundLISA HAGLUND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dj RauxDJ RAUX
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Larry SlatkyLARRY SLATKY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Pat TursiPAT TURSI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Donny TuchmanDONNY TUCHMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Lisa WachtLISA WACHT
ACF/AL CABINET PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
Amanda WaiteAMANDA WAITE
NURSING FACILITY PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
Robert WernerROBERT WERNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
James W Clyne JrJAMES W CLYNE JR
PRESIDENT/CEO
- Total calculated
- $348,954
- From this org
- $154,249
- From related orgs
- $154,249
- Other
- $40,456
- Hours/week
- 18 + 17 related
Schedule J breakdown matched by us
- Base
- $154,249 + $154,249 related
- Bonus
- $0
- Other
- $0
- Deferred
- $24,126
- Nontaxable benefits
- $16,330
- Filer's total
- $194,705 + $154,249 related
-
Denise M AlperDENISE M ALPER
EXECUTIVE VICE PRESIDENT
- Total calculated
- $183,122
- From this org
- $30,705
- From related orgs
- $122,819
- Other
- $29,598
- Hours/week
- 7 + 28 related
Schedule J breakdown matched by us
- Base
- $30,705 + $122,819 related
- Bonus
- $0
- Other
- $0
- Deferred
- $12,230
- Nontaxable benefits
- $17,368
- Filer's total
- $60,303 + $122,819 related
-
Karen LipsonKAREN LIPSON
EXECUTIVE VICE PRESIDENT F
- Total calculated
- $203,193
- From this org
- $153,589
- From related orgs
- $22,950
- Other
- $26,654
- Hours/week
- 30 + 5 related
Schedule J breakdown matched by us
- Base
- $153,589 + $22,950 related
- Bonus
- $0
- Other
- $0
- Deferred
- $10,554
- Nontaxable benefits
- $16,100
- Filer's total
- $180,243 + $22,950 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 · 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 2022.
- 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
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.
-
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 · controlled entity
Directly controlled by LEADINGAGE NEW YORK INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 26 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202343049349300519
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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