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Nonprofiteer
← LEADINGAGE OREGON

Form 990 for tax year 2022

Filed by LEADINGAGE OREGON.

Totals

Total revenue
$1,581,445
Total expenses
$1,634,558
Contributions and grants received
$769,021
Grants paid
$0
Program service revenue
$746,402
Investment income
$22,400
Other revenue
$43,622
Total assets, end of year
$1,776,525
Total liabilities, end of year
$123,563
Net assets or fund balances, end of year
$1,652,962
Program services expenses (Part IX)
$1,515,639
Management and general expenses
$118,919
Fundraising expenses
$0
Program service expenses (Part III)
$1,515,639

Program services were 92.7% 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.

  • 1b · Membership dues

    $694,192

  • 1e · Government grants (contributions)

    $74,829

  • 2a · Program service revenue: DENTAL PLAN

    total $538,432 · related or exempt $538,432

  • 2b · Program service revenue: ELDERLY & DISABLED SER

    total $207,970 · related or exempt $207,970

  • 3 · Investment income

    total $29,988 · related or exempt $29,988

  • 7a · Gross sales of assets other than inventory

    securities $75,665

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

    securities $83,253

  • 7c · Gain or loss

    securities -$7,588

  • 7d · Net gain or loss

    total -$7,588 · excluded -$7,588

  • 11a · Other revenue: MISCELLANEOUS

    total $43,622 · related or exempt $43,622

  • 11e · Other revenue, total

    $43,622

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $142,212 · program services $113,770 · management and general $28,442

  • 7 · Other salaries and wages

    total $149,797 · program services $119,838 · management and general $29,959

  • 8 · Pension plan contributions

    total $23,267 · program services $18,614 · management and general $4,653

  • 9 · Other employee benefits

    total $24,311 · program services $19,449 · management and general $4,862

  • 10 · Payroll taxes

    total $24,138 · program services $19,310 · management and general $4,828

  • 11c · Fees: accounting

    total $36,584 · management and general $36,584

  • 11d · Fees: lobbying

    total $36,000 · program services $36,000

  • 13 · Office expenses

    total $27,594 · program services $24,835 · management and general $2,759

  • 16 · Occupancy

    total $35,704 · program services $32,134 · management and general $3,570

  • 17 · Travel

    total $19,383 · program services $17,445 · management and general $1,938

  • 19 · Conferences, conventions and meetings

    total $136,397 · program services $136,397

  • 22 · Depreciation, depletion and amortization

    total $612 · program services $612

  • 23 · Insurance

    total $6,021 · program services $5,419 · management and general $602

  • 24a · Other expenses: DENTAL PLAN

    total $659,741 · program services $659,741

  • 24b · Other expenses: DUES

    total $131,739 · program services $131,739

  • 24c · Other expenses: GRANT EXPENSES

    total $89,719 · program services $89,719

  • 24d · Other expenses: EDUCATIONAL PROGRAMS

    total $59,427 · program services $59,427

  • 24e · All other expenses

    total $31,912 · program services $31,190 · management and general $722

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $546,514 · end of year $457,174

  • 2 · Savings and temporary cash investments

    beginning of year $154,503 · end of year $173,568

  • 4 · Accounts receivable

    beginning of year $64,233 · end of year $50,447

  • 9 · Prepaid expenses and deferred charges

    beginning of year $16,561 · end of year $22,509

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

    $44,354

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

    $43,319

  • 10c · Land, buildings and equipment, net

    beginning of year $1,647 · end of year $1,035

  • 11 · Investments: publicly traded securities

    beginning of year $951,307 · end of year $993,910

  • 15 · Other assets

    beginning of year $41,059 · end of year $77,882

  • 17 · Accounts payable and accrued expenses

    beginning of year $99,435 · end of year $79,352

  • 19 · Deferred revenue

    beginning of year $12,720 · end of year $8,169

  • 25 · Other liabilities

    beginning of year $0 · end of year $36,042

  • 27 · Net assets without donor restrictions

    beginning of year $1,506,139 · end of year $1,616,741

  • 28 · Net assets with donor restrictions

    beginning of year $157,530 · end of year $36,221

Mission and programs · 2022

Mission

TO SERVE AS A RESOURCE AND SUPPORT MEMBERS PROVIDING QUALITY HOUSING, HEALTH, COMMUNITY AND RELATED SERVICES TO THE ELDERLY AND DISABLED.

  • SERVED AS REGULATORY, OPERATIONAL AND ADVOCACY RESOURCE FOR 100 NOT- FOR-PROFIT PROVIDERS AND OTHER MISSION-DIRECTED PROVIDERS OF AGING SERVICES, INCLUDING NURSING HOMES, ASSISTED LIVING/RESIDENTAL CARE FACILITIES, LOW-INCOME AND MARKET-RATE SENIOR HOUSING, CONTINUING CARE RETIREMENT COMMUNITIES, AND HOME AND COMMUNITY-BASED SERVICE PROVIDERS. REPRESENTED MEMBER INTERESTS BEFORE REGULATORY AND LEGISLATIVE BODIES. SERVED ON NUMEROUS WORKGROUPS AND TASK FORCES TO ASSURE MEMBER NEEDS WERE REPRESENTED.

    Expenses $1,316,453 · Revenue $538,432

  • INFORMATION AND MEMBER SERVICES: SPONSORED A VARIETY OF PROGRAMS TO ENGAGE MEMBER'S RESIDENTS IN CREATIVE ACTIVITIES AND FOSTER A CLOSER RELATIONSHIP BETWEEN THE STATE ORGANIZATION AND RESIDENTS. PRODUCED BIWEEKLY NEWSLETTERS TO KEEP MEMBERS INFORMED ABOUT ISSUES IMPACTING THEIR WORK. A LEGISLATIVE BRIEF WAS PRODUCED DURING THE LEGISLATIVE SESSION AND NUMEROUS CRITICAL ISSUE AND POLICY UPDATES AS NEEDED.

    Expenses $3,362

  • OFFERED 56 EDUCATIONAL PROGRAMS ATTENDED BY MORE THAN 633 PARTICIPANTS. PROGRAMS INCLUDED TWO CONFERENCES, A STATEWIDE LEADERSHIP PROGRAM, AN ONLINE ALF/RCF ADMINISTRATOR TRAINING, WEBINARS AND NUMEROUS IN-PERSON WORKSHOPS.

    Expenses $195,824 · Revenue $281,580

As filed on the 2022 return.

Listed in Part VII

  • Vassar Byrd

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Dena Hilton

    IMM PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Cliff Mars

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Susan Platte

    VP OF CCRCS

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Doug Williams

    VP OF HOUSING

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Erin Cornell

    VP OF NURSING

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Todd Engle

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • David Lewis

    VP OF COMM. SER.

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Lynnette Alvarado

    VP OF COMM. ALF/RCF

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Kimberly Fuson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Matt Hartley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Sarah Long

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Sharon McCartney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Judy O'Donnell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Lisa Warnock

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Kristin Milligan

    CEO

    Total calculated
    $115,991
    From this org
    $99,084
    From related orgs
    $0
    Other
    $16,907
    Hours/week
    40.5 + 0.5 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.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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.

  • OREGON ALLIANCE FOUNDATION

    501(C)(3) · EDUCATION · OR

    Directly controlled by NONE

Provenance

Return type
form_990
Tax year
2022
Filed
9 February 2024
IRS schema version
2022v5.0
Source object
202400409349300925

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