Leadingage INC

Tax-deductible

Washington, DC501(c)(3)Since 1965HousingEIN 13-6213525

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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 50 countries. Leadingage is a 501(c)(3) tax-exempt charitable organization focused on education, advocacy, and applied research.

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
Run by 50 volunteers and 88 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average deficit $254K a year · 1% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$3.9M
to officers and key staff · 18% of spending
Top officer’s pay higher than 95% of similar orgs
Fine: pay to officers and key staff is 18% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Fine: 2.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $1.3M
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$19.0M
53% of total assets
Fine: liabilities are 53% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$22.4M
-6% vs prior year
Spent
$21.8M
To programs
76%
Net assets
$16.6M
By yearFY2020–FY2024
Revenue
$22.4M
FY2024▼ -6%
Revenue by fiscal year
FY2020$22.2M
FY2021$17.8M
FY2022$22.9M
FY2023$20.2M
FY2024$23.9M
FY2024$22.4M
Expenses
$21.8M
FY2024▲ +1%
Expenses by fiscal year
FY2020$22.0M
FY2021$19.7M
FY2022$22.4M
FY2023$22.5M
FY2024$21.5M
FY2024$21.8M
Net assets
$16.6M
FY2024▲ +7%
Net assets by fiscal year
FY2020$16.2M
FY2021$15.3M
FY2022$13.7M
FY2023$12.6M
FY2024$15.6M
FY2024$16.6M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1967.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $16.5M Management & general 24% · $5.3M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

35 people listed on the 990; $3.9M paid to officers and key staff.

Part VII, Section A · reportable compensation
President and CEO
$520,691Pt VII · Sec A
Chief Operating Officer
$294,335Pt VII · Sec A
SVP, Research/Co-Dir, Ltss Center
$289,542Pt VII · Sec A
SVP, Public Policy and Advocacy
$274,310Pt VII · Sec A
SVP, Knowledge and Learning
$249,935Pt VII · Sec A
SVP, Event Exp. & Bus. Partnerships
$245,155Pt VII · Sec A
VP, Head of Ltss Strat Initiat & Ops
$234,083Pt VII · Sec A
VP, Health Policy - Until 03/25
$226,644Pt VII · Sec A

Katrinka Smith-Sloan’s $521K as President and CEO is at the 95th percentile of top reported officer pay among 676 $10–100M housing nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Katrinka Smith-Sloan$520,691$494,527$487,167$481,535$477,959$564,594
Majd Alwan SVP Tech——$368,833$275,962——
Robyn I Stone$289,542$362,677$355,095$349,468$347,418$342,505
Ruth Katz—$323,266$316,590$310,780$295,328$284,241
James Burton Hudson$294,335$287,279$277,396$272,191$230,553$210,899
Majd Alwan————$275,051$261,382
Linda Couch$274,310$220,249$208,864$202,545$198,142$174,226
Julieta Holguin$249,935$242,551$211,353$203,644$205,518$191,255

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Leadingage INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Advocates for older adults by conducting research and partnering with providers to improve long-term services, supports, and policies for the aging population.

Provided by the organization

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3 programs · $12.5M · in their own filed words · FY2024
01

Knowledge Center

The knowledge center program includes activities to develop and deliver high-quality online and face-to-face educational programming on current issues affecting aging and aging services and to develop leadership skills for those in the field of aging.

$6.4Mprogram expense
02

Public Policy and Advocacy

The public policy and advocacy program includes activities to provide education and advocacy support on public policy issues affecting aging services.

$3.4Mprogram expense
03

Ltss Center

The LTSS center @ umass boston conducts research designed to help the nation address the challenges and seize the opportunities associated with the growing older population. The LTSS center is the first of its kind to blend the resources of a major research university with the expertise and experience of applied researchers working with…

$2.8Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 4 funders$1.3M
See all 4 funders →
Grants paid · 83 grants · $1.1M · 2019–2024
Leadingage New York Technology Solutions LLCFY2024$27,500
Pcsc FoundationSC · FY2024$16,000
Valley View Care Center LLCFY2024$13,500
Rivergate Health Care CenterFY2024$13,500
Fountain Bleu Health & Rehabilitation Center INCFY2024$13,500
Leadingage New York Technology Solutions LLCFY2023$27,500
Pitman Manor INCNJ · FY2023$7,500
Ridgewood CenterFY2023$7,500
Complete Care at Barn Hill LLCFY2023$7,500
National Lutheran INCMD · FY2022$30,000
Leadingage New York Technology Solutions LLCFY2022$27,500
Solaris Healthcare Charlotte Harbor LLCFY2022$20,000
See all 83 grants →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$22.4M
Ln 12
Fees for servicesLn 2g$19.8M
Other incomeLn 4–11$1.1M
Investment incomeLn 3$864K
Money outPt IX
$21.8M
Ln 25
Programscol B$16.5M
Managementcol C$5.3M
Owns and owesPt X
$16.6M
net assets · Ln 32
Cash and savingsLn 1–2$5.3M
Total assetsLn 16$35.6M
LiabilitiesLn 26$19.0M
PeoplePt VI, VII
35
listed · VII A
PaidVII A16
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$608K
Government grantsLn 1e$114K
Fees for servicesLn 2g$19.8M
Investment incomeLn 3$864K
Other incomeLn 4–11$1.1M
Gains on assetsLn 7$234K
Total revenueLn 12$22.4M
Assets in detailPt X, end of year
CashLn 1$934K
SavingsLn 2$4.4M
Cash and savings togetherLn 1–2$5.3M
InvestmentsLn 11–13$17.2M
Land, buildings, equipmentLn 10c$9.1M
Other assetsLn 15$879K
Total assetsLn 16$35.6M
LiabilitiesLn 26$19.0M
Net assetsLn 32$16.6M
OperationsPt I, VI
EmployeesI 588
VolunteersI 650
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$3.8M$5.3M
InvestmentsLn 11–13$15.7M$17.2M
Land, buildings, equipmentLn 10c$9.5M$9.1M
Total assetsLn 16$34.3M$35.6M
LiabilitiesLn 26$18.7M$19.0M
Net assetsLn 32$15.6M$16.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$160K$160K
Pay of current officers, directors and key staffLn 5$3.6M$2.2M$1.4M
Other salaries and wagesLn 7$7.0M$5.6M$1.4M
Pension plan contributionsLn 8$412K$335K$77K
Other employee benefitsLn 9$903K$734K$169K
Payroll taxesLn 10$682K$555K$126K
Legal feesLn 11b$53K$19K$35K
Accounting feesLn 11c$60K$60K
Investment management feesLn 11f$69K$69K
Other fees for servicesLn 11g$1.9M$1.5M$390K
Advertising and promotionLn 12$9K$9K
Office expensesLn 13$400K$354K$45K
Information technologyLn 14$390K$283K$108K
OccupancyLn 16$895K$546K$349K
TravelLn 17$519K$399K$120K
Conferences, conventions and meetingsLn 19$2.9M$2.9M$53K
InterestLn 20$270K$147K$123K
Depreciation, depletion and amortizationLn 22$616K$386K$230K
InsuranceLn 23$126K$88K$38K
Other expenses (24a–d)Ln 24$778K$269K$510K
All other expensesLn 24e$768$768
Total functional expensesLn 25$21.8M$16.5M$5.3M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $23.9M$21.5M$2.3M$15.6M 990 PDF
FY2023 $20.2M$22.5M−$2.4M$12.6M 990 PDF
FY2022 $22.9M$22.4M$440K$13.7M 990 PDF
FY2021 $17.8M$19.7M−$1.9M$15.3M 990 PDF
FY2020 $22.2M$22.0M$271K$16.2M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $22,382,990 across 9 lines filed
Lines not itemized here account for $386,665 of total revenue; see the IRS return.
VIII-1e Government grants$113,701
VIII-1f All other contributions, gifts and grants$494,798
VIII-1h Total contributions, gifts and grants$608,499
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $19,180,513 · Unrelated business $271,658$19,452,171
VIII-3 Investment incomeExcluded from tax $630,513$630,513
VIII-6 Net rental income or lossExcluded from tax $370,875$370,875
VIII-7 Net gain or loss on sales of assetsExcluded from tax $233,899$233,899
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $411,649 · Unrelated business $273,299 · Excluded from tax $15,420$700,368
VIII-12 Total revenueRelated to mission $19,818,945 · Unrelated business $704,839 · Excluded from tax $1,250,707$22,382,990
Part IX · Statement of functional expenses $21,797,394 across 21 lines filed
IX-1 Grants to domestic organizationsPrograms $159,500$159,500
IX-5 Pay of current officers, directors and key staffPrograms $2,212,667 · Management $1,387,709$3,600,376
IX-7 Other salaries and wagesPrograms $5,570,346 · Management $1,409,873$6,980,219
IX-8 Pension plan contributionsPrograms $334,516 · Management $77,006$411,522
IX-9 Other employee benefitsPrograms $734,219 · Management $169,018$903,237
IX-10 Payroll taxesPrograms $555,198 · Management $126,330$681,528
IX-11b Legal feesPrograms $18,553 · Management $34,681$53,234
IX-11c Accounting feesManagement $59,966$59,966
IX-11f Investment management feesManagement $69,488$69,488
IX-11g Other fees for servicesPrograms $1,540,688 · Management $390,308$1,930,996
IX-12 Advertising and promotionPrograms $9,163$9,163
IX-13 Office expensesPrograms $354,499 · Management $45,495$399,994
IX-14 Information technologyPrograms $282,607 · Management $107,887$390,494
IX-16 OccupancyPrograms $546,165 · Management $348,888$895,053
IX-17 TravelPrograms $399,125 · Management $119,956$519,081
IX-19 Conferences, conventions and meetingsPrograms $2,889,938 · Management $52,906$2,942,844
IX-20 InterestPrograms $146,645 · Management $123,379$270,024
IX-22 Depreciation, depletion and amortizationPrograms $386,083 · Management $229,887$615,970
IX-23 InsurancePrograms $87,709 · Management $37,886$125,595
IX-24 Other expenses (24a–d)Programs $268,531 · Management $509,811$778,342
IX-24e All other expensesPrograms $768$768
IX-25 Total functional expensesPrograms $16,496,920 · Management $5,300,474 · Fundraising $0$21,797,394
Part X · Balance sheet $35,632,238 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $856,725$934,083
X-2 Savings and temporary cash investmentsStart of year $2,988,496$4,376,755
X-3 Pledges and grants receivableStart of year $919,008$710,945
X-4 Accounts receivableStart of year $1,562,124$754,804
X-9 Prepaid expenses and deferred chargesStart of year $1,692,695$1,713,636
X-10c Land, buildings and equipment, netStart of year $9,490,365$9,096,011
X-11 Publicly traded securitiesStart of year $15,719,815$17,167,276
X-15 Other assetsStart of year $1,029,195$878,728
X-16 Total assetsStart of year $34,258,423$35,632,238
X-17 Accounts payable and accrued expensesStart of year $2,118,252$2,300,306
X-19 Deferred revenueStart of year $7,842,240$8,635,710
X-20 Tax-exempt bond liabilitiesStart of year $8,686,844$8,070,908
X-25 Other liabilitiesStart of year $23,124$0
X-26 Total liabilitiesStart of year $18,670,460$19,006,924
X-27 Net assets without donor restrictionsStart of year $11,666,921$13,081,743
X-28 Net assets with donor restrictionsStart of year $3,921,042$3,543,571
X-32 Total net assets or fund balancesStart of year $15,587,963$16,625,314
X-33 Total liabilities and net assetsStart of year $34,258,423$35,632,238
Part XI · Reconciliation of net assets $16,625,314 net assets at year end
XI-1 Total revenue$22,382,990
XI-2 Total expenses$21,797,394
XI-3 Revenue less expenses$585,596
XI-4 Net assets at start of year$15,587,963
XI-5 Net unrealized gains (losses) on investments$451,755
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$16,625,314

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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