LEADINGAGE INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LEADINGAGE INC (EIN 13-6213525)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-08-13
- IRS object ID
- 201802259349300995
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-13T15:09:50-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521855942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tate and Tryon | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L Street NW Suite 400 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136213525 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEADINGAGE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEAD | BusinessNameControlTxt |
| Phone | 2027832242 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2519 CONNECTICUT AVENUE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200081520 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Burt Hudson | PersonNm |
| Person Title | Senior VP Operations | PersonTitleTxt |
| Phone | 2027832242 | PhoneNum |
| Signature | 2018-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | R Michael Sorrells | PreparerPersonNm |
| PTIN | P00001737 | PTIN |
| Phone | 2022932200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | katrinka smith sloan | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2519 CONNECTICUT AVENUE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200081520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $23,250,099 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LEADINGAGE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | to be the trusted voice for aging. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 97 | TotalEmployeeCnt |
| Total Volunteers | 428 | TotalVolunteersCnt |
| Total Gross UBI | $625,876 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,683,974 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,593,525 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,451,449 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,842,021 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$40,100 | PYInvestmentIncomeAmt |
| CY Investment Income | $435,618 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$1,964 | PYOtherRevenueAmt |
| CY Other Revenue | -$2,138 | CYOtherRevenueAmt |
| PY Total Revenue | $21,093,359 | PYTotalRevenueAmt |
| CY Total Revenue | $20,869,026 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $443,152 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $320,918 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,619,637 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,152,767 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $28,206 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,011,803 | PYOtherExpensesAmt |
| CY Other Expenses | $7,988,369 | CYOtherExpensesAmt |
| PY Total Expenses | $21,074,592 | PYTotalExpensesAmt |
| CY Total Expenses | $19,462,054 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $18,767 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,406,972 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $35,796,770 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,187,272 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,168,852 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,924,651 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,627,918 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,262,621 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The mission of LeadingAge is to be the trusted voice for aging. Our 6,000+ members and partners include nonprofit organizations representing the entire field of aging services, 38 state associations, hundreds of businesses, consumer groups, foundations and research centers. LeadingAge is also a part of the Global Ageing Network, whose membership spans 30 countries. LeadingAge is a 501(c)(3) tax-exempt charitable organization focused on education, advocacy and applied research. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,771,072 | ExpenseAmt |
| Desc | EDUCATIONAL AND LEADERSHIP DEVELOPMENT - THE EDUCATION AND LEADERSHIP DEVELOPMENT PROGRAM INCLUDES ACTIVITIES TO DEVELOP AND DELIVER HIGH QUALITY EDUCATIONAL PROGRAMMING ON CURRENT ISSUES IN AGING AND AGING SERVICES AND TO DEVELOP LEADERSHIP SKILLS FOR THOSE IN THE FIELD. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,854,796 | ExpenseAmt |
| Grant | $320,918 | GrantAmt |
| Desc | ADVOCACY - PROVIDE EDUCATION AND ADVOCACY SUPPORT ON PUBLIC POLICY ISSUES AFFECTING AGING SERVICES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,552,164 | ExpenseAmt |
| Revenue | $10,158,731 | RevenueAmt |
| Desc | Membership and state relations - The membership and state relations program includes activities to recruit and retain members, to support members in their work, and to collaborate with state affiliates. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | DescDesc | RevenueRevenueAmt |
|---|---|---|
| $1,583,358 | center for applied research - The Center for Applied Research (CFAR) program includes activities which (a) create a bridge between the policy, practice and research communities to advance the development of high-quality aging services; and (b) provide a forum for the health care, supportive services and housing communities to explore and develop policies and programs to meet the needs of an aging society. | |
| $1,122,275 | MARKETING AND CONFERENCE SERVICES - DEVELOP AND DISTRIBUTE EDUCATIONAL PUBLICATIONS FOR SALE, COMMUNICATE WITH MEMBERS AND THE PUBLIC, AND PLAN AND EXECUTE LOGISTICS FOR THE ORGANIZATION'S CONFERENCES AND MEETINGS. | $6,684,290 |
| $907,458 | CENTER FOR AGING SERVICES TECHNOLOGY - The Center for Aging Services Technology (CAST) program includes activities to enhance the use of technology to improve the quality of life and services for people as they age through collaborative initiatives with providers, technology companies, and the research community. | |
| $386,145 | CORPORATE AND BUSINESS DEVELOPMENT - The corporate and business development program includes activities to build and sustain relationships with the business community and to develop new ways of leveraging business interests to support the field. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,999,236 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $6,684,290 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $17,177,268 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 66 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 97 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2027832242 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2519 CONNECTICUT AVENUE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200081520 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Kathryn Roberts | ||||||||
| Chair | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Stephen Fleming | ||||||||
| Chair-Elect | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| David Gehm | ||||||||
| Immediate Past Chair | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Carol Silver Elliott | ||||||||
| Secretary | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Stephen McPherson | ||||||||
| Treasurer (thru 12/16) | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Christie Hinrichs | ||||||||
| treasurer (beg 1/17) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Steven Horowitz | ||||||||
| Member | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Roberta Jacobsen | ||||||||
| Member | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert Kretzinger | ||||||||
| Member (thru 12/16) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Daniel Lindh | ||||||||
| Member (thru 12/16) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Alvin Loewenberg | ||||||||
| Member (thru 3/17) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Susan McDonough | ||||||||
| Member (thru 12/16) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Roberto Muniz | ||||||||
| Member | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Karyne Jones | ||||||||
| Member | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Terri Cunliffe | ||||||||
| Member | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael King | ||||||||
| Member | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Kathleen Martin | ||||||||
| Member (thru 12/16) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Marvin Mashner | ||||||||
| Member | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael Rambarose | ||||||||
| Member | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Danny Sanford | ||||||||
| Member | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Kent Burgess | ||||||||
| Member (thru 12/16) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| marvell adams | ||||||||
| member | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Pat Tursi | ||||||||
| At-large | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Claire Guerette | ||||||||
| Ex-Officio | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Aline Russotto | ||||||||
| Ex-Officio | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Debra Zehr | ||||||||
| Ex-Officio | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| William L Minnix | ||||||||
| Former President & CEO | 37.50 | Yes (X) | $86,538 | $0 | $0 | |||
| Katrinka Smith Sloan | ||||||||
| President & CEO | 37.50 | Yes (X) | $421,476 | $0 | $21,741 | |||
| james burton hudson | ||||||||
| svp, operations & new business development | 37.50 | Yes (X) | $140,509 | $0 | $20,766 | |||
| Majd Alwan | ||||||||
| SVP, Technology/Executive Director CAST | 37.50 | $235,370 | $0 | $44,019 | Yes (X) | |||
| Niles Godes | ||||||||
| SVP, Congressional Affairs and Housing | 37.50 | $233,543 | $0 | $27,808 | Yes (X) | |||
| Marsha Greenfield | ||||||||
| VP Health Legislation | 37.50 | $158,612 | $0 | $21,951 | Yes (X) | |||
| Christopher Kasmark | ||||||||
| VP, Information Technology | 37.50 | $152,447 | $0 | $19,279 | Yes (X) | |||
| Cheryl Phillips | ||||||||
| SVP, Pubic Policy & Health Services | 37.50 | $336,011 | $0 | $36,211 | Yes (X) | |||
| Robyn Stone | ||||||||
| SVP, Research/Executive Director | 37.50 | $313,066 | $0 | $30,724 | Yes (X) | |||
| Alishia Parkhill | ||||||||
| SVP, Programs and Membership | 37.50 | $185,960 | $0 | $23,953 | Yes (X) | |||
| Adrienne Ruffin | ||||||||
| Deputy Director, CFAR | 37.50 | $186,108 | $0 | $15,205 | Yes (X) | |||
| Sharon Sullivan | ||||||||
| VP, Conferences and Exposition | 37.50 | $194,566 | $0 | $24,699 | Yes (X) | |||
| Nancy Hooks | ||||||||
| VP, State Partnership | 37.50 | $142,836 | $0 | $11,084 | Yes (X) | |||
| Cheryl Jackson | ||||||||
| VP, Human Resources & Administration | 37.50 | $145,494 | $0 | $22,514 | Yes (X) | |||
| Cory Kallheim | ||||||||
| VP, Legal Affairs & Social Accountability | 37.50 | $141,332 | $0 | $14,097 | Yes (X) | |||
| Leslie Knight | ||||||||
| VP, Member Relations | 37.50 | $138,047 | $0 | $12,610 | Yes (X) | |||
| Bruce Rosenthal | ||||||||
| VP, Corporate Partnerships | 37.50 | $135,243 | $0 | $26,750 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,347,158 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $373,411 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 34 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Vault Consulting LLC | |||||
| 1170 Plaza america drive Suite 50 | Reston | VA | 20190 | Consulting | $535,281 |
| The August Jackson Company | |||||
| 7475 Wisconsin Ave Suite 640 | Bethesda | MD | 20814 | Contract | $437,923 |
| Thruue Inc | |||||
| 235 Main Street Suite 227 | Madison | NJ | 07940 | Consulting | $393,143 |
| Centerplate | |||||
| 201 Fifth Avenue South | Nashville | TN | 37203 | Contract | $371,411 |
| Marriott Wardman Park Hotel | |||||
| 2660 Woodley Road NW | Washington | DC | 20008 | Contract | $326,856 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,593,525 | AllOtherContributionsAmt |
| Noncash Contributions | $25,000 | NoncashContributionsAmt |
| Total Contributions | $3,593,525 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $9,653,660 | $9,653,660 | |
| REGISTRATION/EXHIBITS | 541800 | $6,084,900 | $6,084,900 | |
| MEMBER SERVICES | 541900 | $351,100 | $351,100 | |
| WEBSITE ADVERTISING | 541800 | $280,018 | $280,018 | |
| Commissions | 900099 | $218,167 | $218,167 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $254,176 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $153,971 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $100,205 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,842,021 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $254,570 | TotalRevenueColumnAmt |
| Exclusion | $254,570 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $313,707 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $619,824 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$306,117 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$306,117 | TotalRevenueColumnAmt |
| Exclusion | -$306,117 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,921,901 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,740,853 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $181,048 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $181,048 | TotalRevenueColumnAmt |
| Exclusion | $181,048 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $26,404 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $20,396 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,008 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,008 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARKING GARAGE | Desc |
| Business | 541800 | BusinessCd |
| Total Revenue Column | $297,971 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $245,653 | UnrelatedBusinessRevenueAmt |
| Exclusion | $52,318 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $297,971 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,869,026 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,467,806 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $625,876 | UnrelatedBusinessRevenueAmt |
| Exclusion | $181,819 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,918 | TotalAmt |
| Program Services | $320,918 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,978,399 | TotalAmt |
| Program Services | $2,302,204 | ProgramServicesAmt |
| Management And General | $676,195 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,377,304 | TotalAmt |
| Program Services | $4,881,316 | ProgramServicesAmt |
| Management And General | $1,495,988 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $452,280 | TotalAmt |
| Program Services | $376,605 | ProgramServicesAmt |
| Management And General | $75,675 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $746,135 | TotalAmt |
| Program Services | $621,293 | ProgramServicesAmt |
| Management And General | $124,842 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $598,649 | TotalAmt |
| Program Services | $498,484 | ProgramServicesAmt |
| Management And General | $100,165 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,129 | TotalAmt |
| Program Services | $7,896 | ProgramServicesAmt |
| Management And General | $103,233 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,430 | TotalAmt |
| Program Services | $4,010 | ProgramServicesAmt |
| Management And General | $52,420 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,972 | TotalAmt |
| Management And General | $69,972 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $733,118 | TotalAmt |
| Program Services | $602,026 | ProgramServicesAmt |
| Management And General | $131,092 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,682 | TotalAmt |
| Program Services | $70,682 | ProgramServicesAmt |
| Fundraising | $35,000 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $866,135 | TotalAmt |
| Program Services | $314,803 | ProgramServicesAmt |
| Management And General | $537,044 | ManagementAndGeneralAmt |
| Fundraising | $14,288 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,909 | TotalAmt |
| Program Services | $23,909 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $485,398 | TotalAmt |
| Program Services | $395,447 | ProgramServicesAmt |
| Management And General | $82,400 | ManagementAndGeneralAmt |
| Fundraising | $7,551 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,750,178 | TotalAmt |
| Program Services | $2,688,741 | ProgramServicesAmt |
| Management And General | $61,437 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,424 | TotalAmt |
| Management And General | $294,424 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $481,401 | TotalAmt |
| Management And General | $481,401 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,624 | TotalAmt |
| Management And General | $136,624 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACT SERVICES | $1,132,911 | $313,040 | $819,871 | |
| TAXES, LICENSES & fEES | $216,015 | $216,015 | ||
| BANK & CREDIT CARD CHAR | $169,149 | $166,011 | $173 | $2,965 |
| DUES & SUBSCRIPTIONS | $135,457 | $70,994 | $64,463 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,437 | TotalAmt |
| Program Services | $3,518,889 | ProgramServicesAmt |
| Management And General | -$3,266,854 | ManagementAndGeneralAmt |
| Fundraising | -$31,598 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,462,054 | TotalAmt |
| Program Services | $17,177,268 | ProgramServicesAmt |
| Management And General | $2,256,580 | ManagementAndGeneralAmt |
| Fundraising | $28,206 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,507,158 | BOYAmt |
| EOY | $4,911,305 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,911 | BOYAmt |
| EOY | $247,880 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $567,157 | BOYAmt |
| EOY | $231,897 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,751,788 | BOYAmt |
| EOY | $1,950,402 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,832,147 | BOYAmt |
| EOY | $1,807,843 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $18,736,659 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,815,628 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,998,115 | BOYAmt |
| EOY | $10,921,031 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,210,669 | BOYAmt |
| EOY | $17,335,537 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $610,825 | BOYAmt |
| EOY | $781,377 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,796,770 | BOYAmt |
| EOY | $38,187,272 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,622,950 | BOYAmt |
| EOY | $2,178,891 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,353,221 | BOYAmt |
| EOY | $6,582,508 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,050,315 | BOYAmt |
| EOY | $12,908,271 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,600,000 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $542,366 | BOYAmt |
| EOY | $254,981 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,168,852 | BOYAmt |
| EOY | $21,924,651 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,924,036 | BOYAmt |
| EOY | $14,477,284 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $980,663 | BOYAmt |
| EOY | $1,062,118 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $723,219 | BOYAmt |
| EOY | $723,219 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,627,918 | BOYAmt |
| EOY | $16,262,621 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,796,770 | BOYAmt |
| EOY | $38,187,272 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,406,972 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,152,468 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$924,737 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,831,060 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,565,508 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,416,486 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,683,974 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,593,525 | CurrentTaxYearAmt |
| Total | $19,090,553 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,351,024 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,966,138 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,676,005 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,967,957 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,488,202 | CurrentTaxYearAmt |
| Total | $79,449,326 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,182,084 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,531,646 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,092,491 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,651,931 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,081,727 | CurrentTaxYearAmt |
| Total | $98,539,879 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,950 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,150 | CurrentTaxYearAmt |
| Total | $48,025 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,313,511 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,825,752 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,058,868 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,099,799 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,224,325 | CurrentTaxYearAmt |
| Total | $18,522,255 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,315,461 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,829,677 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,068,868 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,124,799 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,231,475 | CurrentTaxYearAmt |
| Total | $18,570,280 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $79,969,599 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $778,668 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $392,351 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $598,622 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $556,479 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $568,277 | CurrentTaxYearAmt |
| Total | $2,894,397 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $778,668 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $392,351 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $598,622 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $556,479 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $568,277 | CurrentTaxYearAmt |
| Total | $2,894,397 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $503,192 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,978 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $287,311 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $297,971 | CurrentTaxYearAmt |
| Total | $1,132,452 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,463,944 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,967,975 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,691,113 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,495,721 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,947,975 | CurrentTaxYearAmt |
| Total | $102,566,728 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.77970 | PublicSupportCY509Pct |
| Public Support PY509 | 0.77570 | PublicSupportPY509Pct |
| Investment Income CY | 0.02820 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03020 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2012 Amount: $ 503,192. 2013 Amount: $ 43,978. 2015 Amount: $ 287,311. 2016 Amount: $ 297,971. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $169,520 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $198,264 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $367,784 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $19,124,009 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $19,491,793 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $214,316 | CurrentYearMinus3Amt |
| Current Year Minus2 | $314,830 | CurrentYearMinus2Amt |
| Current Year Minus1 | $281,775 | CurrentYearMinus1Amt |
| Current Year | $367,784 | CurrentYearAmt |
| Total | $1,178,705 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $103,882 | CurrentYearMinus3Amt |
| Current Year Minus2 | $159,736 | CurrentYearMinus2Amt |
| Current Year Minus1 | $151,733 | CurrentYearMinus1Amt |
| Current Year | $169,520 | CurrentYearAmt |
| Total | $584,871 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $994,222 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $154,831 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $49,997 | OtherExpendituresAmt |
| End Year Balance | $1,099,056 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $953,039 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $91,180 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $49,997 | OtherExpendituresAmt |
| End Year Balance | $994,222 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,022,045 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$19,606 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $49,400 | OtherExpendituresAmt |
| End Year Balance | $953,039 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,016,576 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $52,761 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $47,292 | OtherExpendituresAmt |
| End Year Balance | $1,022,045 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $974,954 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $85,670 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $44,048 | OtherExpendituresAmt |
| End Year Balance | $1,016,576 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.65800 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.34200 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,471,500 | OtherCostOrOtherBasisAmt |
| Book Value | $2,471,500 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,831,705 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,522,437 | DepreciationAmt |
| Book Value | $8,309,268 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,638 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,638 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,425,816 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,285,553 | DepreciationAmt |
| Book Value | $140,263 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,921,031 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | refundable advances | Desc |
| Amt | $254,981 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $254,981 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $23,601,742 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,152,468 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $10,000 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $2,162,468 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,439,274 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $69,972 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$640,220 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$570,248 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,869,026 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,042,302 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $10,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $10,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,032,302 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $69,972 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$640,220 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$570,248 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,462,054 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part XI, Line 4b - Other Adjustments: | rental expenses included in part VIII -619,824. COGS included in part VIII -20,396. |
| Part XII, Line 4b - Other Adjustments: | rental expenses included in part viii -619,824. COGS included in part VIII -20,396. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| LeadingAge New York | ||||||||
| 13 British American Blvd Suite 2 | Latham | NY | 12110 | 136260145 | 501(c)(4) | $12,500 | Sponsorship | |
| Episcopal Ministries to the Aging Inc | ||||||||
| 576 Johnsville Road | Eldersburg | MD | 21784 | 521710891 | 501(c)(3) | $32,418 | Great Minds | |
| National Church Residences - Leading Age | ||||||||
| 2335 North Bank Drive | Columbus | OH | 43220 | 202308665 | 501(c)(3) | $25,000 | Hurricane Relief Grant | |
| National Academy of Sciences | ||||||||
| 500 Fifth Street NW | Washington | DC | 20001 | 530196932 | 501(c)(3) | $25,000 | Sponsorship | |
| n4Dementia Friendly America | ||||||||
| 1730 Rhode Island Avenue NW Suite | Washington | DC | 20036 | 521052345 | 501(c)(3) | $15,000 | Sponsorship | 1200 |
| LeadingAge Ohio | ||||||||
| 2233 North Bank Drive | Columbus | OH | 43220 | 264371469 | 501(c)(6) | $20,000 | Sponsorship | |
| Clarewood House Retirement | ||||||||
| 7400 Clarewood Drive | Houston | TX | 77036 | 741468123 | 501(c)(3) | $9,000 | Disaster Relief | |
| Mirador | ||||||||
| 5857 Timbergate Drive | Corpus Christi | TX | 78414 | 261778912 | 501(c)(3) | $22,000 | Disaster Relief | |
| MRC The Crossing | ||||||||
| 255 N Egret Bay Blvd | League City | TX | 77573 | 746078737 | 501(c)(3) | $21,000 | Disaster Relief | |
| The Buckingham | ||||||||
| 8580 Woodway Drive | Houston | TX | 77063 | 300097872 | 501(c)(3) | $22,000 | Disaster Relief | |
| Brazos Towers at Bayou Manor | ||||||||
| 4141 S Braeswood blvd | Houston | TX | 77025 | 741472640 | 501(c)(3) | $27,000 | Disaster Relief | |
| Buckner Calder Wood | ||||||||
| 700 N Peal St Ste 1200 | Dallas | TX | 75201 | 752571394 | 501(c)(3) | $12,000 | Disaster Relief | |
| Buckner Parkway Place | ||||||||
| 700 N Peal St Ste 1200 | Dallas | TX | 75201 | 752571394 | 501(c)(3) | $28,000 | Disaster Relief | |
| Seven Acres Jewish | ||||||||
| 6200 N Braeswood Blvd | Houston | TX | 77074 | 741143086 | 501(c)(3) | $27,000 | Disaster Relief | |
| Elderly Housing and Development Corporation | ||||||||
| 1580 Sawgrass Corp Pk Ste 100 | Sunrise | FL | 33323 | 650665009 | 501(c)(3) | $10,000 | Disaster Relief | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 13 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS FOR FINANCIAL ASSISTANCE TO STATE ORGANIZATIONS ARE BASED ON DEMONSTRATION BY THE ORGANIZATION THAT FUNDS ARE REQUIRED, AND AMOUNTS ARE BASED ON FINANCIAL POSITION OF EACH ORGANIZATION. STATE ASSOCIATIONS ARE REQUIRED TO APPLY FOR THESE GRANTS. THE GRANT APPLICATIONS ARE THEN REVIEWED AND APPROVED BY THE COO. OTHER GRANTS ARE PROVIDED ON AN AS-NEEDED BASIS AND REQUIRE APPROVAL OF THE PRESIDENT/CEO. THESE GRANTS MUST BE IN SUPPORT OF THE ORGANIZATION'S MISSION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Katrinka Smith Sloan | ||||||||||||||
| President & CEO | $345,684 | $0 | $25,000 | $0 | $50,792 | $0 | $18,550 | $0 | $9,066 | $0 | $449,092 | $0 | $0 | $0 |
| james burton hudson | ||||||||||||||
| svp, operations & new business devel | $140,315 | $0 | $108 | $0 | $86 | $0 | $0 | $0 | $28,071 | $0 | $168,580 | $0 | $0 | $0 |
| Majd Alwan | ||||||||||||||
| SVP, Technology/Executive Director C | $216,986 | $0 | $108 | $0 | $18,276 | $0 | $17,153 | $0 | $28,957 | $0 | $281,480 | $0 | $0 | $0 |
| Niles Godes | ||||||||||||||
| SVP, Congressional Affairs and Housi | $233,255 | $0 | $108 | $0 | $180 | $0 | $16,667 | $0 | $16,107 | $0 | $266,317 | $0 | $0 | $0 |
| Marsha Greenfield | ||||||||||||||
| VP Health Legislation | $156,980 | $0 | $108 | $0 | $1,524 | $0 | $11,277 | $0 | $14,275 | $0 | $184,164 | $0 | $0 | $0 |
| Christopher Kasmark | ||||||||||||||
| VP, Information Technology | $81,317 | $0 | $0 | $0 | $71,130 | $0 | $6,217 | $0 | $16,468 | $0 | $175,132 | $0 | $0 | $0 |
| Cheryl Phillips | ||||||||||||||
| SVP, Pubic Policy & Health Services | $316,759 | $0 | $736 | $0 | $18,516 | $0 | $18,550 | $0 | $22,355 | $0 | $376,916 | $0 | $0 | $0 |
| Robyn Stone | ||||||||||||||
| SVP, Research/Executive Director | $293,432 | $0 | $110 | $0 | $19,524 | $0 | $18,550 | $0 | $17,583 | $0 | $349,199 | $0 | $0 | $0 |
| Alishia Parkhill | ||||||||||||||
| SVP, Programs and Membership | $185,141 | $0 | $699 | $0 | $120 | $0 | $13,279 | $0 | $14,186 | $0 | $213,425 | $0 | $0 | $0 |
| Adrienne Ruffin | ||||||||||||||
| Deputy Director, CFAR | $183,622 | $0 | $1,970 | $0 | $516 | $0 | $13,104 | $0 | $7,020 | $0 | $206,232 | $0 | $0 | $0 |
| Sharon Sullivan | ||||||||||||||
| VP, Conferences and Exposition | $194,275 | $0 | $111 | $0 | $180 | $0 | $13,558 | $0 | $13,199 | $0 | $221,323 | $0 | $0 | $0 |
| Nancy Hooks | ||||||||||||||
| VP, State Partnership | $140,000 | $0 | $2,044 | $0 | $792 | $0 | $9,884 | $0 | $4,659 | $0 | $157,379 | $0 | $0 | $0 |
| Cheryl Jackson | ||||||||||||||
| VP, Human Resources & Administration | $144,870 | $0 | $108 | $0 | $516 | $0 | $10,640 | $0 | $17,355 | $0 | $173,489 | $0 | $0 | $0 |
| Cory Kallheim | ||||||||||||||
| VP, Legal Affairs & Social Accountab | $140,504 | $0 | $108 | $0 | $720 | $0 | $10,206 | $0 | $10,446 | $0 | $161,984 | $0 | $0 | $0 |
| Leslie Knight | ||||||||||||||
| VP, Member Relations | $136,414 | $0 | $109 | $0 | $1,524 | $0 | $9,709 | $0 | $8,028 | $0 | $155,784 | $0 | $0 | $0 |
| Bruce Rosenthal | ||||||||||||||
| VP, Corporate Partnerships | $118,547 | $0 | $1,967 | $0 | $14,729 | $0 | $9,600 | $0 | $23,167 | $0 | $168,010 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Lines 4a-b | Severance: Christopher Kasmark - $67,042 457(f): Katrinka Smith Sloan - $32,000 |
| Part I, Line 7 | THE ORGANIZATION HAS AN INCENTIVE COMPENSATION PLAN THAT IS TIED TO ANNUAL ACHIEVEMENT OF THE ORGANIZATION'S BUDGETARY, OPERATIONAL, AND MEMBER DEVELOPMENT GOALS. THE ORGANIZATION'S INCENTIVE PLAN EMPHASIZES OBJECTIVE EVALUATION OF ANNUAL AND LONG TERM PERFORMANCE AND INCLUDES A BALANCE OF FINANCIAL DATA, OPERATIONAL AND MEMBERSHIP STATISTICS, AND THE ASSESSMENT OF RESULTS PRODUCED VIA THE ORGANIZATION'S INFLUENCE ON PUBLIC POLICY AND MARKET ISSUES. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISTRICT OF COLUMBIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 536001131 | BondIssuerEIN |
| CUSIP | 254839K36 | CUSIPNum |
| Bond Issued | 2005-09-01 | BondIssuedDt |
| Issue Price | $11,090,000 | IssuePriceAmt |
| Purpose | ADVANCE REFUNDING OF PRIOR BOND ISSUE | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $11,090,000 | TotalProceedsAmt |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | Yes (1) | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (1) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | 0 | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Concerning UBI | 0.05000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.05000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | Yes (1) | Form8038TFiledInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 5.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | food and beverage | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $25,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1 | The association has an executive committee, which has and exercises the authority granted to it by the Board in the management of the association when immediate action is required and the board is not able to meet. the executive committee supports the work of the board, and reports any actions it takes at the next regularly scheduled board meeting. the executive committee is composed of the officers of the association. |
| Form 990, Part VI, Section A, line 4 | The organization's bylaws were amended july 20, 2017. amendments to the bylaws included changes to the description of members, the composition and appointment of the public policy congress, the composition of the board of directors, and the process for nominating candidates to the public policy congress and the board of directors. |
| Form 990, Part VI, Section A, line 6 | LEADINGAGE HAS TWO CLASSES OF MEMBERSHIP. THEY ARE MEMBERS AND ASSOCIATE MEMBERS. MEMBERS INCLUDE NONPROFIT, VOLUNTARY HOMES, FACILITIES, AND SERVICE PROVIDERS OFFERING CARE AND HOUSING FOR THE AGED; GOVERNMENT HOMES, FACILITIES, AND SERVICE PROVIDERS PROVING CARE AND HOUSING FOR THE AGING; AND NONPROFIT, VOLUNTARY OR GOVERNMENTAL ORGANIZATIONS OFFERING CARE, SERVICES AND HOUSING PROGRAMS FOR THE AGING. EACH MEMBER SHALL APPOINT A REPRESENTATIVE TO REPRESENT IT AT ANY ANNUAL MEETING OR SPECIAL MEETING OF THE ASSOCIATION. SUCH REPRESENTATIVE SHALL BE ENTITLED TO ONE VOTE. OTHER CLASSES OF MEMBERSHIP SHALL NOT BE ENTITLED TO VOTE AND INCLUDE INDIVIDUAL AND HONORARY MEMBERS, ORGANIZATIONS, BUSINESSES AND AGENCIES OTHER THAN HOMES AND SERVICE PROVIDERS FOR THE AGING. |
| Form 990, Part VI, Section A, line 7a | AT THE ANNUAL BUSINESS MEETING AT THE TIME OF THE ANNUAL MEETING, THE MEMBERS SHALL ELECT INDIVIDUALS TO FILL AVAILABLE VACANCIES ON THE BOARD OF DIRECTORS. THE NOMINATIONS COMMITTEE SHALL PRESENT TO THE MEMBERS ITS NOMINATION OF A SLATE OF CANDIDATES TO FILL EACH VACANCY. THE MEMBERSHIP WILL VOTE TO APPROVE THE SLATE. |
| Form 990, Part VI, Section B, line 11b | THE FORM 990 IS FIRST REVIEWED BY MANAGEMENT. THE FORM 990 IS THEN DISTRIBUTED TO THE BOARD OF DIRECTORS VIA E-MAIL FOR REVIEW AND COMMENT. IF THERE ARE NO RECOMMENDED CHANGES FROM THE BOARD, THE FORM 990 IS FILED WITH THE IRS. IF THERE ARE RECOMMENDED CHANGES, THESE CHANGES ARE INCORPORATED INTO THE FORM 990, AND A REVISED FORM 990 IS THEN DISTRIBUTED VIA E-MAIL TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. |
| Form 990, Part VI, Section B, line 12c | BOARD MEMBERS, SENIOR STAFF, AND STAFF DIRECTORS SIGN A CONFLICT OF INTEREST AGREEMENT ON AN ANNUAL BASIS. THE FORM REQUIRES THAT THEY DISCLOSE ANY CONFLICTS OF POTENTIAL CONFLICTS, OUTSIDE INTERESTS, ETC. FOR STAFF, IN THE EVENT SUCH A DISCLOSURE IS MADE, CONVERSATIONS TAKE PLACE BETWEEN THE CEO AND STAFF IN QUESTION ABOUT THE CONFLICT, AND THEY DETERMINE A RESOLUTION. IN THE PAST, STAFF MEMBERS HAVE HAD TO RESIGN FROM ORGANIZATIONS WHICH CAUSE A CONFLICT, CHANGE THEIR ROLE, ETC. THE CEO MAKES THE FINAL DETERMINATION ON A POTENTIAL STAFF CONFLICT. FOR THE BOARD OF DIRECTORS, THE DISCLOSURE FORMS ARE REVIEWED BY THE PRESIDENT/CEO AND THE COO. THE BOARD IS NOTIFIED IF A BOARD MEMBER DISCLOSES A CONFLICT. THE BOARD MEMBER IS ASKED TO RESIGN OR TO RECUSE HIMSELF FROM ANY CONFLICTED DISCUSSION OR DECISION. THE ORGANIZATION ALSO SENDS ITS CONFLICT OF INTEREST POLICY TO MEMBERS WHO SERVE ON THE ORGANIZATION'S COMMITTEES. |
| Form 990, Part VI, Section B, line 15a | THE ORGANIZATION TARGETS ITS EXECUTIVE CASH COMPENSATION PACKAGES AT THE UPPER MIDDLE OF THE COMPETITIVE MARKET, AS DEFINED PRIMARILY BY THE WASHINGTON DC MARKET FOR MEMBERSHIP AND ADVOCACY ASSOCIATIONS WITH SIMILAR MISSIONS AND SCOPE OF OPERATIONS. THE ORGANIZATION WILL ALSO LOOK TO THE EXECUTIVE PAY PRACTICES ITS LARGE MEMBERS WHERE WE EXPECT TO FIND THE KEY COMPETENCIES NECESSARY FOR SUCCESS IN OUR ORGANIZATION. THE EXECUTIVE COMMITTEE OF THE BOARD WILL BE RESPONSIBLE FOR THE INDEPENDENT ANNUAL REVIEW OF THE CEO'S PAY PACKAGE, WORKING WITH OUTSIDE ADVISORS AS NEEDED, ENSURING THE FULL BOARD SUPPORTS THE OVERALL COMPENSATION PHILOSOPHY, AND PROVIDING SPECIFIC RECOMMENDATIONS TO THE BOARD FOR PAY PLAN DESIGN AND ANNUAL COMPENSATION DECISIONS. THE ORGANIZATION'S EXECUTIVE COMPENSATION PROGRAM WILL INCLUDE: - TOTAL CASH COMPENSATION TARGETED AT THE 60TH-75TH PERCENTILE OF THE COMPETITIVE MARKETPLACE AS DEFINED IN THE COMPENSATION PHILOSOPHY. SALARIES WILL BE MAINTAINED IN THIS RANGE, AND INCENTIVES WILL BE USED TO ACHIEVE OUR TOTAL COMPENSATION GOALS BASED ON ANNUAL AND LONG TERM PERFORMANCE. - THE ORGANIZATION WILL USE MODERATE LEVELS OF INCENTIVE PAY TO SUPPORT SECURITY AND AVOID OVER EMPHASIS ON SHORT-TERM RESULTS. THE LONG TERM NATURE OF THE ORGANIZATION'S MISSION AND STRATEGIES REQUIRES THAT PERFORMANCE-BASED PAY BALANCE SHORT TERM ACCOMPLISHMENTS WITH THE ACHIEVEMENT OF LONG TERM INITIATIVES THAT ARE OFTEN ACCOMPLISHED THROUGH THE EXERCISE OF INFLUENCE AND CONSENSUS BUILDING AND NOT DIRECT IMPACT ON PUBLIC/EXTERNAL POLICIES OR MARKETS. - INCENTIVES WILL BE TIED TO ANNUAL ACHIEVEMENT OF THE ORGANIZATION'S BUDGETARY, OPERATIONAL, AND MEMBER DEVELOPMENT GOALS. THE ORGANIZATION'S INCENTIVE PLAN EMPHASIZES OBJECTIVE EVALUATION OF ANNUAL AND LONG TERM PERFORMANCE AND INCLUDES A BALANCE OF FINANCIAL DATA, OPERATIONAL AND MEMBERSHIP STATISTICS, AND THE ASSESSMENT OF RESULTS PRODUCED VIA THE ORGANIZATION'S INFLUENCE ON PUBLIC POLICY AND MARKET ISSUES. - BENEFITS WILL BE PRUDENT AND COMPETITIVE WITH THE LOCAL MARKETPLACE TO SUPPORT OUR RECRUITING AND RETENTION EFFORTS. - PENSIONS AND DEFERRED BENEFITS WILL BE PROVIDED WITHIN OUR FISCAL RESOURCES TO ENSURE OUR EXECUTIVES ARE PROVIDED WITH APPROPRIATE SECURITY AND POST-EMPLOYMENT BENEFITS BASED ON THEIR SERVICE TO THE ASSOCIATION. THE ANNUAL OPERATIONAL PROCESS FOR DETERMINING THE SALARIES OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES IS AS FOLLOWS: - NEW HIRES TARRGET STARTING SALARY RANGES FOR THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES ARE ESTABLISHED UPON A RELEVANT FACTOR REVIEW OF THE ORGANIZATION'S COMPREHENSIVE POSITION DESCRIPTION AGAINST APPROPRIATE PUBLISHED EXTERNAL SALARY SURVEYS IN THE WASHINGTON METROPOLITAN AREA (E.G. HRA-NCA SALARY SURVEY; PRM CONSULTING NON-PROFIT MANAGEMENT SURVEY; SALARY SURVEY OF DC AREA NON-PROFITS; ASAE COMPENSATION SURVEY, ETC.) AND COMPARABLE EXISTING INTERNAL POSITIONS, IF ANY, BY THE SENIOR DIRECTOR, HR & ADMINISTRATION, THE COO AND/OR THE THE PRESIDENT AND CEO. BASED ON THE FACTORS ABOVE, THE STATED SALARY REQUIREMENTS OF THE CANDIDATE, THE QUALIFICATIONS OF THE CANDIDATE, CURRENT MARKET CONDITIONS AND THE ORGANIZATION'S BUSINESS NEEDS, SALARY OFFERS ARE RECOMMENDED BY THE SR. DIRECTOR, HR & ADMINISTRATION (AND THE DESIGNATED HIRING MANAGER, IF ANY) AND APPROVED AND EXTENDED BY THE COO AND/OR THE PRESIDENT AND CEO. - ANNUAL SALARY REVIEWS: THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES ARE CONSIDERED FOR SALARY INCREASES ON THE BASIS OF THEIR INDIVIDUAL AND GROUP PERFORMANCE AGAINST THE ACHIEVEMENTS DESCRIBED IN THE ORGANIZATION'S EXECUTIVE COMPENSATION PHILOSOPHY AND ARCHITECTURE. ANNUAL SALARY INCREASES ARE NOT GUARANTEED OR AUTOMATIC. SALARIES ARE GENERALLY REVIEWED AS OF THE BEGINNING OF EACH CALENDAR YEAR (JANUARY 1ST) FOR INDIVIDUAL PERFORMANCE AND GROUP GOAL ACHIEVEMENT DURING THE PRIOR FISCAL/PERFORMANCE YEAR (OCTOBER 1 - SEPTEMBER 30TH). PERCENTAGE INCREASES ARE ALSO SUBJECT TO THE TOTAL SALARY BUDGET INCREASE APPROVED BY THE BUDGET & FINANCE COMMITTEE FOR THAT PERFORMANCE YEAR. JUSTIFIABLE EXCEPTIONS ARE CONSIDERED ON A LIMITED BASIS, AS THE BUDGET PERMITS. THE PRESIDENT & CEO AND THE COO DETERMINE ANNUAL SALARY INCREASE PERCENTAGES FOR THE OFFICERS AND KEY EMPLOYEES UNDER THEIR SUPERVISION. OTHER KEY EMPLOYEE ANNUAL SALARY INCREASE PERCENTAGES ARE DETERMINED BY THE APPROPRIATE SENIOR VICE PRESIDENT SUPERVISING THAT INDIVIDUAL. THE ACCURACY OF THE PROPOSED SALARY INCREASES IS CONFIRMED BY THE SR. DIRECTOR, HR & ADMINISTRATION PRIOR TO REVIEW AND APPROVAL BY THE COO OR PRESIDENT & CEO, AS APPROPRIATE. |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION MAINTAINS ITS ANNUAL REPORT WITH FINANCIAL STATEMENTS ON ITS WEBSITE. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FEDERAL FORM 990 ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. |
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