LEADINGAGE INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LEADINGAGE INC (EIN 13-6213525)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-14
- IRS object ID
- 201442269349302959
- Schema version
- 2012v2.1
- 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 O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-08-14T13:21:27-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521855942 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE AND TRYON | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW SUITE 400 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136213525 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEADINGAGE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LEAD | NameControl |
| Phone | 2027832242 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2519 CONNECTICUT AVENUE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200081520 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATRINKA SMITH SLOAN | Name |
| Title | CHIEF OPERATING OFFICER | Title |
| Phone | 2027832242 | Phone |
| Date Signed | 2014-08-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUBRINA L WOOD | Name |
| PTIN | P00365899 | PTIN |
| Phone | 2022932200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WILLIAM L MINNIX JR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2519 CONNECTICUT AVENUE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200081520 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 19789253 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LEADINGAGE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1965 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | TO ADVANCE QUALITY CARE FOR THE ELDERLY, CHILDREN AND THOSE WITH SPECIAL NEEDS THROUGH APPLIED RESEARCH, EDUCATION, AND ADVOCACY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 99 | TotalNbrEmployees |
| Total Nbr Volunteers | 600 | TotalNbrVolunteers |
| Total Gross UBI | 570309 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4133230 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3831060 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 13963880 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 14252099 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 464140 | InvestmentIncomePriorYear |
| Investment Income Current Year | 566633 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 972675 | OtherRevenuePriorYear |
| Other Revenue Current Year | 398514 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 19533925 | TotalRevenuePriorYear |
| Total Revenue Current Year | 19048306 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 367396 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 359619 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10178041 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10413974 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 54781 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7420773 | OtherExpensePriorYear |
| Other Expenses Current Year | 7121486 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 17966210 | TotalExpensesPriorYear |
| Total Expenses Current Year | 17895079 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1567715 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1153227 | RevenuesLessExpensesCY |
| Total Assets BOY | 30253444 | TotalAssetsBOY |
| Total Assets EOY | 32545133 | TotalAssetsEOY |
| Total Liabilities BOY | 21126323 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 21532846 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9127121 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 11012287 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO EXPAND THE WORLD OF POSSIBILITIES FOR AGING, LEADINGAGE MEMBERS AND AFFILIATES TOUCH THE LIVES OF 4 MILLION INDIVIDUALS, FAMILIES, EMPLOYEES AND VOLUNTEERS EVERY DAY. THE LEADINGAGE COMMUNITY INCLUDES 6,000 NOT-FOR-PROFIT ORGANIZATIONS IN THE UNITED STATES, 39 STATE PARTNERS, HUNDREDS OF BUSINESSES, RESEARCH PARTNERS, CONSUMER ORGANIZATIONS, FOUNDATIONS AND A BROAD GLOBAL NETWORK OF AGING SERVICES ORGANIZATIONS THAT REACH OVER 30 COUNTRIES. THE WORK OF LEADINGAGE IS FOCUSED ON ADVOCACY, EDUCATION, AND APPLIED RESEARCH. WE PROMOTE ADULT DAY SERVICES, HOME HEALTH, HOSPICE, COMMUNITY-BASED SERVICES, PACE, SENIOR HOUSING, ASSISTED LIVING RESIDENCES, CONTINUING CARE COMMUNITIES, NURSING HOMES AS WELL AS TECHNOLOGY SOLUTIONS AND PERSON-CENTERED PRACTICES THAT SUPPORT THE OVERALL HEALTH AND WELLBEING OF SENIORS, CHILDREN, AND THOSE WITH SPECIAL NEEDS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4467032 | Expense |
| Revenue | 4939657 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3718844 | Expense |
| Grants | 300655 | Grants |
| Description | ADVOCACY - PROVIDE EDUCATION AND ADVOCACY SUPPORT ON PUBLIC POLICY ISSUES AFFECTING AGING SERVICES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2436071 | Expense |
| Grants | 3164 | Grants |
| Revenue | 8922054 | Revenue |
| Description | STATE AND MEMBER RELATIONS - REPRESENTS LEADINGAGE'S POLICY POSITIONS, PHILOSOPHY, PROGRAMS AND SERVICES THROUGHOUT THE COUNTRY, WHILE BUILDING STRONGER AND MORE EFFECTIVE RELATIONSHIPS AMONG THE LEADINGAGE AFFILIATES/MEMBERS; PROVIDES A VITAL COMMUNICATION AND MEMBER SERVICE LINK AMONG LEADINGAGE'S NATIONAL OFFICE, ITS STATE ASSOCIATION AFFILIATES, AND ITS MEMBERS AND ASSISTS STATES IN ATTRACTING, RETAINING AND SERVING MEMBERS. | Description |
Activity Other ActivityOther (4 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription | GrantsGrants |
|---|---|---|---|
| 1973917 | 657667 | CENTER FOR APPLIED RESEARCH - ADVANCES THE DEVELOPMENT AND DIFFUSION OF HIGH-QUALITY AGING AND LONG-TERM CARE SERVICES AND SUPPORTS THROUGH RESEARCH. | |
| 1467837 | EDUCATIONAL AND LEADERSHIP DEVELOPMENT | 20800 | |
| 637090 | CORPORATE AND BUSINESS DEVELOPMENT | ||
| 874595 | CENTER FOR AGING SERVICES TECHNOLOGY | 35000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 4953439 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 55800 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 657667 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 15575386 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 57 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 99 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2027832242 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2519 CONNECTICUT AVENUE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200081520 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| AUDREY S WEINER DSW | ||||||||
| CHAIR | 4.00 | X | X | 0 | 0 | 0 | ||
| DAVID GEHM | ||||||||
| CHAIR ELECT | 4.00 | X | X | 0 | 0 | 0 | ||
| WINTHROP F MARSHALL | ||||||||
| IMMEDIATE PAST CHAIR | 4.00 | X | 0 | 0 | 0 | |||
| STEVEN JABERG | ||||||||
| TREASURER | 4.00 | X | X | 0 | 0 | 0 | ||
| KATHRYN ROBERTS | ||||||||
| SECRETARY | 4.00 | X | X | 0 | 0 | 0 | ||
| JASMINE BORREGO | ||||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| KENT BURGESS | ||||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| STEPHEN P FLEMING | ||||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| STEVEN J HOROWITZ MBA | ||||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| ROBERT KRETZINGER | ||||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| STEPHEN P FLEMING | ||||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| DANIEL A LINDH | ||||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| ALVIN A LOEWENBERG | ||||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| SUSAN MCDONOUGH | ||||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| STEPHEN MCPHERSON | ||||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| STEVEN A NASH LNHA | ||||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| DANNY SANFORD | ||||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| CAROL SILVER ELLIOTT | ||||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| DELVIN ZOOK | ||||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| JOHN ALFANO | ||||||||
| EX-OFFICIO | 2.00 | X | 0 | 0 | 0 | |||
| HOLLY ARGENT-TARIQ | ||||||||
| EX-OFFICIO | 2.00 | X | 0 | 0 | 0 | |||
| CHRISTINA CERRATO | ||||||||
| EX-OFFICIO | 2.00 | X | 0 | 0 | 0 | |||
| KATHLEEN L MARTIN REAR ADMIRAL | ||||||||
| AT-LARGE | 2.00 | X | 0 | 0 | 0 | |||
| MARVIN MASHNER | ||||||||
| AT-LARGE | 2.00 | X | 0 | 0 | 0 | |||
| WILLIAM L MINNIX | ||||||||
| PRESIDENT & CEO | 37.50 | X | X | 453390 | 0 | 35027 | ||
| KATRINKA SMITH SLOAN | ||||||||
| COO/SR. VICE PRESIDENT OF MEMBER SERVICES & EXECU | 37.50 | X | 348216 | 0 | 19540 | |||
| CHERYL PHILLIPS | ||||||||
| SR. VICE PRESIDENT OF PUBLIC POLICY & ADVOCACY | 37.50 | 314772 | 0 | 25529 | X | |||
| ROBYN STONE | ||||||||
| SR. VICE PRESIDENT OF RESEARCH & EXEC. DIRECTOR O | 37.50 | 270853 | 0 | 34085 | X | |||
| MADJ ALWAN | ||||||||
| SR. VICE PRESIDENT OF TECHNOLOGY & EXECUTIVE DIRE | 37.50 | 171819 | 0 | 13871 | X | |||
| ADRIENNE RUFFIN | ||||||||
| DEPUTY DIRECTOR, CFAR | 37.50 | 167500 | 0 | 13871 | X | |||
| SHARON SULLIVAN | ||||||||
| VICE PRESIDENT OF CONFERENCES & SALES | 37.50 | 165444 | 0 | 44212 | X | |||
| BARBARA MANARD | ||||||||
| VICE PRESIDENT OF LONG TERM CARE HEALTH STATEGY | 37.50 | 158956 | 0 | 22145 | X | |||
| MARY REILLY | ||||||||
| SENIOR MEMBER RELATIONS VICE PRESIDENT | 37.50 | 143037 | 0 | 24167 | X | |||
| MARSHA GREENFIELD | ||||||||
| VICE PRESIDENT, LEGISLATIVE AFFAIRS | 37.50 | 141528 | 0 | 18841 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2335515 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 251288 | TotalOtherCompensation |
| Number Individuals GT100 K | 32 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VENABLE | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 7TH STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | LEGAL SERVICES | DescriptionOfServices |
| Compensation | 143494 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 3831060 | AllOtherContributions |
| Total Contributions | 3831060 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | 8850072 | 8562743 | 287329 |
| REGISTRATION/EXHIBITS | 900099 | 4682648 | 4682648 | |
| SHARED SERVICES | 541900 | 462370 | 346445 | 115925 |
| COMMISSIONS | 900099 | 257009 | 257009 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 14252099 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 241324 | TotalRevenueColumn |
| Exclusion | $241,324 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 537344 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 654888 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -117544 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -117544 | TotalRevenueColumn |
| Unrelated Business Revenue | 3405 | UnrelatedBusinessRevenue |
| Exclusion | -$120,949 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 325309 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 325309 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 325309 | TotalRevenueColumn |
| Exclusion | $325,309 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 98925 | GrossSalesOfInventory |
| Cost Of Goods Sold | 86059 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12866 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12866 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PERIODICAL ADVERTISING | Description |
| Business Code | 541800 | BusinessCode |
| Total Revenue Column | 503192 | TotalRevenueColumn |
| Unrelated Business Revenue | 163650 | UnrelatedBusinessRevenue |
| Exclusion | $339,542 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 503192 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19048306 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13861711 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 570309 | UnrelatedBusinessRevenue |
| Exclusion | $785,226 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 349619 | Total |
| Program Services | 349619 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10000 | Total |
| Program Services | 10000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1719127 | Total |
| Program Services | 1288304 | ProgramServices |
| Management And General | 430823 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6970704 | Total |
| Program Services | 5166535 | ProgramServices |
| Management And General | 1804169 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 486718 | Total |
| Management And General | 486718 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 707364 | Total |
| Program Services | 1281714 | ProgramServices |
| Management And General | -574350 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 530061 | Total |
| Management And General | 530061 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106940 | Total |
| Program Services | 3000 | ProgramServices |
| Management And General | 103940 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48995 | Total |
| Management And General | 48995 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50884 | Total |
| Management And General | 46246 | ManagementAndGeneral |
| Fundraising | 4638 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 583934 | Total |
| Program Services | 514926 | ProgramServices |
| Management And General | 69008 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51022 | Total |
| Program Services | 50985 | ProgramServices |
| Management And General | 37 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 701306 | Total |
| Program Services | 378241 | ProgramServices |
| Management And General | 323065 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41067 | Total |
| Program Services | 18729 | ProgramServices |
| Management And General | 22338 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99710 | Total |
| Program Services | 99710 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89963 | Total |
| Program Services | 669119 | ProgramServices |
| Management And General | -579156 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 593334 | Total |
| Program Services | 443580 | ProgramServices |
| Management And General | 149754 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 587340 | Total |
| Program Services | 579762 | ProgramServices |
| Management And General | 7578 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 299425 | Total |
| Management And General | 299425 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 528257 | Total |
| Management And General | 528257 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119605 | Total |
| Management And General | 119605 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CONTRACT SERVICES | 1002753 | 145816 | 856937 |
| MEALS, HOSPITALITY & GR | 705006 | 665736 | 39270 |
| AUDIO VISUAL | 540091 | 529502 | 10589 |
| INSTALLATION AND DISMAN | 232800 | 232800 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 739054 | Total |
| Program Services | 3147308 | ProgramServices |
| Management And General | -2458397 | ManagementAndGeneral |
| Fundraising | 50143 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17895079 | Total |
| Program Services | 15575386 | ProgramServices |
| Management And General | 2264912 | ManagementAndGeneral |
| Fundraising | 54781 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 199449 | BOY |
| EOY | 250294 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2756183 | BOY |
| EOY | 2176404 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1128748 | BOY |
| EOY | 1029102 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1956194 | BOY |
| EOY | 2131052 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1577962 | BOY |
| EOY | 1538339 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 18245285 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6095402 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11972319 | BOY |
| EOY | 12149883 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10231714 | BOY |
| EOY | 12731457 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84470 | BOY |
| EOY | 111121 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 346405 | BOY |
| EOY | 427481 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30253444 | BOY |
| EOY | 32545133 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1482166 | BOY |
| EOY | 1634926 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4677801 | BOY |
| EOY | 5002926 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11041024 | BOY |
| EOY | 11043347 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3375000 | BOY |
| EOY | 3035000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 550332 | BOY |
| EOY | 816647 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21126323 | BOY |
| EOY | 21532846 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7196772 | BOY |
| EOY | 9022300 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1207130 | BOY |
| EOY | 1266768 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 723219 | BOY |
| EOY | 723219 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9127121 | BOY |
| EOY | 11012287 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30253444 | BOY |
| EOY | 32545133 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1153227 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 731939 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2979106 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2520507 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3014870 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3761929 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3831060 | CurrentTaxYear |
| Total | 16107472 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14512656 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14514880 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14454150 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13947261 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14351024 | CurrentTaxYear |
| Total | 71779971 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17491762 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17035387 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17469020 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17709190 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18182084 | CurrentTaxYear |
| Total | 87887443 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 24750 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 53333 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1950 | CurrentTaxYear |
| Total | 80033 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2693921 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4032340 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3946367 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3739986 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3313511 | CurrentTaxYear |
| Total | 17726125 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2693921 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4032340 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3971117 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3793319 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3315461 | CurrentTaxYear |
| Total | 17806158 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 70081285 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 608081 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 676500 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 688197 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 722529 | CurrentTaxYearMinus1Year |
| Current Tax Year | 778668 | CurrentTaxYear |
| Total | 3473975 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 608081 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 676500 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 688197 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 722529 | CurrentTaxYearMinus1Year |
| Current Tax Year | 778668 | CurrentTaxYear |
| Total | 3473975 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 560224 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 416542 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 682598 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 844868 | CurrentTaxYearMinus1Year |
| Current Tax Year | 503192 | CurrentTaxYear |
| Total | 3007424 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18660067 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18128429 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18839815 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19276587 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19463944 | CurrentTaxYear |
| Total | 94368842 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.74260 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.74550 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03680 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.03650 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 114264 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 149773 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 264037 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 17635117 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 17899154 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 523513 | CurrentYearMinus3 |
| Current Year Minus2 | 466061 | CurrentYearMinus2 |
| Current Year Minus1 | 182243 | CurrentYearMinus1 |
| Current Year | 264037 | CurrentYear |
| Total | 1435854 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 52432 | CurrentYearMinus3 |
| Current Year Minus2 | 28216 | CurrentYearMinus2 |
| Current Year Minus1 | 23017 | CurrentYearMinus1 |
| Current Year | 114264 | CurrentYear |
| Total | 217929 | Total |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 974954 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 85670 | InvestmentEarningsOrLosses |
| Other Expenditures | 44048 | OtherExpenditures |
| End Of Year Balance | 1016576 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 875539 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 143335 | InvestmentEarningsOrLosses |
| Other Expenditures | 43920 | OtherExpenditures |
| End Of Year Balance | 974954 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 938419 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -17444 | InvestmentEarningsOrLosses |
| Other Expenditures | 45436 | OtherExpenditures |
| End Of Year Balance | 875539 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 862402 | BeginningOfYearBalance |
| Contributions | 850 | Contributions |
| Investment Earnings Or Losses | 75167 | InvestmentEarningsOrLosses |
| End Of Year Balance | 938419 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 850687 | BeginningOfYearBalance |
| Contributions | 500 | Contributions |
| Investment Earnings Or Losses | 38439 | InvestmentEarningsOrLosses |
| Other Expenditures | 27224 | OtherExpenditures |
| End Of Year Balance | 862402 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.28900 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.71100 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14101244 | OtherCostOrOtherBasis |
| Book Value | 14101244 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1753132 | OtherCostOrOtherBasis |
| Depreciation | 4149263 | Depreciation |
| Book Value | -2396131 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7638 | OtherCostOrOtherBasis |
| Depreciation | 7638 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2383271 | OtherCostOrOtherBasis |
| Depreciation | 1938501 | Depreciation |
| Book Value | 444770 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 12149883 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTEREST RATE SWAP AGREEMENTS | $99,953 |
| REFUNDABLE ADVANCES | $716,694 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 816647 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 20521192 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 731939 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 731939 | RevenueNotRptdF990 |
| Revenue Subtotal | 19789253 | RevenueSubtotal |
| Other Revenues Not Included | -740947 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -740947 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 19048306 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 18636026 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 18636026 | ExpensesSubtotal |
| Other Expenses Not Included | -740947 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | -740947 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 17895079 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | LEADINGAGE BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. GENERALLY, INCOME TAX RETURNS RELATED TO THE FISCAL YEARS ENDED SEPTEMBER 30, 2010 THROUGH 2013 REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES INCLUDED IN PART VIII -654,888. COST OF GOODS SOLD INCLUDED IN PART VIII -86,059. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES INCLUDED IN PART VIII -654,888. COST OF GOODS SOLD INCLUDED IN PART VIII -86,059. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (16 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| GENERATIONS UNITED | |||||||
| 1331 H STREET NW SUITE 900 | WASHINGTON | DC | 20005 | 311542973 | 501(C)(3) | 5000 | CONTRIBUTION |
| ADVANCING EXCELLENCE IN LONG TERM CARE COLLABORATIVE | |||||||
| 2519 CONNECTICUT AVE NW | WASHINGTON | DC | 20008 | 900609105 | 501(C)(3) | 20000 | CONTRIBUTION |
| CENTER FOR EXCELLENCE IN ASSISTED LIVING | |||||||
| 2342 OAK STREET | FALLS CHURCH | VA | 22046 | 432080306 | 501(C)(3) | 12500 | CONTRIBUTION |
| FRANCIS E PARKER MEMORIAL HOME | |||||||
| 1421 RIVER ROAD | PISCATAWAY | NJ | 08854 | 221589209 | 501(C)(3) | 24552 | INNOVATIONS GRANT |
| NATIONAL ACADEMY OF SCIENCES | |||||||
| 500 FIFTH STREET NW | WASHINGTON | DC | 20001 | 530196932 | 501(C)(3) | 36500 | INNOVATIONS GRANT |
| JEWISH ASSOCIATION ON AGING | |||||||
| 200 JHF DRIVE | PITTSBURGH | PA | 15217 | 251720606 | 501(C)(3) | 25000 | INNOVATIONS GRANT |
| JEWISH COMMUNITY HOUSING FOR THE ELDERLY | |||||||
| 30 WALLINGFORD ROAD | BRIGHTON | MA | 02135 | 042607197 | 501(C)(3) | 25000 | INNOVATIONS GRANT |
| THE NATIONAL ACADEMIES | |||||||
| 500 FIFTH STREET NW | WASHINGTON | DC | 20001 | 530196932 | 501(C)(3) | 25000 | INNOVATIONS GRANT |
| NATIONAL HOUSING CONFERENCE | |||||||
| 1900 M STREET SUITE 200 | WASHINGTON | DC | 20036 | 530208180 | 501(C)(3) | 5000 | MEMBERSHIP /GALA |
| SAYRE CHRISTIAN VILLAGE | |||||||
| 3816 CAMELOT DRIVE | LEXINGTON | KY | 40517 | 610937079 | 501(C)(3) | 24750 | INNOVATIONS GRANT |
| VENABLE - LTQA | |||||||
| P O BOX 62727 | BALTIMORE | MD | 21264 | 463140288 | 501(C)(3) | 8703 | DONATION FOR LEGAL SERVICES |
| SPRINGPOINT SENIOR LIVING - NANCY HAMSIKASBURY TOWER | |||||||
| 1701 OCEAN AVENUE | ASBURY PARK | NJ | 07712 | 223498690 | 501(C)(3) | 14400 | HURRICANE SANDY DISASTER RELIEF |
| LONG BEACH MEMORIAL NURSING HOME DBA KOMANOFF CENTER FOR GERIATRIC AND REHA | |||||||
| 375 EAST BAY DRIVE | LONG BEACH | NY | 11561 | 237233422 | 501(C)(3) | 20000 | HURRICANE SANDY DISASTER RELIEF |
| METROPOLITAN COUNCIL ON JEWISH POWER | |||||||
| 80 MAIDEN LANE 21ST FLOOR | NEW YORK | NY | 10038 | 132738818 | 501(C)(3) | 15000 | HURRICANE SANDY DISASTER RELIEF |
| UNITED METHODIST HOMES OF NEW JERSEY | |||||||
| 3311 STATE ROAD 33 | NEPTUNE | NJ | 07753 | 210634464 | 501(C)(3) | 15000 | HURRICANE SANDY DISASTER RELIEF |
| ATM STACEY WESTON (VNSNY) | |||||||
| 107 EAST 70TH STREET | NEW YORK | NY | 10021 | 133189926 | 501(C)(3) | 20000 | HURRICANE SANDY DISASTER RELIEF |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 16 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | HONORIUM FOR CAST - DR. MARK MCLELLAN | TypeOfGrant |
| Number Of Recipients | 1 | NumberOfRecipients |
| Amount Of Cash Grant | 10000 | AmountOfCashGrant |
| Method Of Valuation | CASH | MethodOfValuation |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM L MINNIX | ||||||||||||||
| PRESIDENT & CEO | 390055 | 0 | 42171 | 0 | 21164 | 0 | 17500 | 0 | 19633 | 0 | 490523 | 0 | 0 | 0 |
| KATRINKA SMITH SLOAN | ||||||||||||||
| COO/SR. VICE PRESIDENT OF MEMBER SER | 330960 | 0 | 16740 | 0 | 516 | 0 | 17500 | 0 | 4020 | 0 | 369736 | 0 | 0 | 0 |
| CHERYL PHILLIPS | ||||||||||||||
| SR. VICE PRESIDENT OF PUBLIC POLICY | 309395 | 0 | 5101 | 0 | 276 | 0 | 16480 | 0 | 11120 | 0 | 342372 | 0 | 0 | 0 |
| ROBYN STONE | ||||||||||||||
| SR. VICE PRESIDENT OF RESEARCH & EXE | 264960 | 0 | 5101 | 0 | 792 | 0 | 17500 | 0 | 12229 | 0 | 300582 | 0 | 0 | 0 |
| MADJ ALWAN | ||||||||||||||
| SR. VICE PRESIDENT OF TECHNOLOGY & E | 166024 | 0 | 5615 | 0 | 180 | 0 | 13048 | 0 | 22967 | 0 | 207834 | 0 | 0 | 0 |
| ADRIENNE RUFFIN | ||||||||||||||
| DEPUTY DIRECTOR, CFAR | 166024 | 0 | 1200 | 0 | 276 | 0 | 11858 | 0 | 3958 | 0 | 183316 | 0 | 0 | 0 |
| SHARON SULLIVAN | ||||||||||||||
| VICE PRESIDENT OF CONFERENCES & SALE | 165162 | 0 | 102 | 0 | 180 | 0 | 12390 | 0 | 33720 | 0 | 211554 | 0 | 0 | 0 |
| BARBARA MANARD | ||||||||||||||
| VICE PRESIDENT OF LONG TERM CARE HEA | 157331 | 0 | 101 | 0 | 1524 | 0 | 11452 | 0 | 12846 | 0 | 183254 | 0 | 0 | 0 |
| MARY REILLY | ||||||||||||||
| SENIOR MEMBER RELATIONS VICE PRESIDE | 138395 | 0 | 3118 | 0 | 1524 | 0 | 10241 | 0 | 16054 | 0 | 169332 | 0 | 0 | 0 |
| MARSHA GREENFIELD | ||||||||||||||
| VICE PRESIDENT, LEGISLATIVE AFFAIRS | 140635 | 0 | 101 | 0 | 792 | 0 | 10164 | 0 | 10762 | 0 | 162454 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 536001131 | IssuerEIN |
| CUSIP Number | 254839K36 | CUSIPNumber |
| Date Issued | 2005-09-01 | DateIssued |
| Issue Price | 11090000 | IssuePrice |
| Description Of Purpose | ADVANCE REFUNDING OF PRIOR BOND ISSUE | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | 11090000 | TotalProceeds |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 1 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 1 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 1 | MngmentCntrctBondFinancdPrprty |
| Engage Bond Counsel Contracts | 0 | EngageBondCounselContracts |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Percentage Of Prvt Business Re UBI | 0.05000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.05000 | TotalPrivateBusinessUse |
| Bond Iss Meet Prvt Security Pay Test | 0 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 1 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 1 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 5.000000000000 | TermOfHedge |
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV ARBITRAGE | Identifier |
| Return Reference | PROVIDER INFORMATION | ReturnReference |
| Explanation | MORGAN STANLEY WAS THE PROVIDER THROUGH 9/1/12 WITH A HEDGE TERM OF 7%. PNC BECAME THE PROVIDER BEGINNING 9/1/12 WITH THE NEW HEEDGE TERM OF 5%. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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 A, LINE 7B | MEMBERS THROUGH THEIR HOUSE OF DELEGATES REPRESENTATION HAVE THE FOLLOWING POWERS AND PEROGATIVES: TO DELIBERATE THE MAJOR ISSUES CONFRONTING THE ASSOCIATION AND THEN TO REFLECT A CONSENSUS FOR THE GUIDANCE OF THE BOARD OF DIRECTORS; TO AMEND THE BYLAWS; TO APPROVE DUES INCREASES AND SPECIAL ASSESSMENTS; TO BE CONSULTED AND TO MAKE RECOMMENDATIONS ON THE ANNUAL BUDGET; AND TO ELECT AND/OR RECALL OFFICERS, DIRECTORS OF THE ASSOCIATION, AND MEMBERS OF THE NOMINATIONS COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 11 | 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 15 | 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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