Leadingage Texas FY2020 filing

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Leadingage Texas leads not-for-profit members in their efforts to better serve seniors through collaboration in advocacy, networking, services and education

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
$242K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
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
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $272K a year · 14% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$242K
to officers and key staff · 17% of spending
Fine: pay to officers and key staff is 17% of spending; 15% to 20%.
Pt VII · Sec A
10 mo
of spending, in cash
Plus $1.7M in investments, Pt X · Ln 11–13
Looks good: 10.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$410K
12% of total assets
Looks good: liabilities are 12% of assets; 50% or less.
Pt X · Ln 26
Independent board members
23
of 23 voting members
Looks good: 23 of 23 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.7M
Spent
$1.4M
To programs
0%
Net assets
$3.0M
By yearFY2020–FY2025
Revenue
$1.7M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.7M
FY2021$1.8M
FY2022$2.1M
FY2023$2.2M
FY2024$2.0M
FY2025$2.1M
Expenses
$1.4M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.4M
FY2021$1.5M
FY2022$1.6M
FY2023$1.8M
FY2024$1.8M
FY2025$2.0M
Net assets
$3.0M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$3.0M
FY2021$3.4M
FY2022$3.8M
FY2023$4.3M
FY2024$4.7M
FY2025$5.1M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1969.

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

Who runs it and what they're paid

24 people listed on the 990; $242K paid to officers and key staff.

Part VII, Section A · reportable compensation
President
$241,542Pt VII · Sec A
Eia Board Chair
$0Pt VII · Sec A
Chair Elect
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Immed Past Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
George Linial$219,678$280,290$258,369$251,007$249,299$241,542

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.

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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

Helps senior care providers collaborate to improve services through advocacy, networking, and education.

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Provided by the organization

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3 programs · in their own filed words · FY2020
01

Meetings of the board of directors and various committees related to the long-term care industry and its constituents.

Pt IX · col B
02

Annual convention and trade show serves the needs of the member homes with workshops and seminars.

Pt IX · col B
03

Member newsbriefs provide updates on current topics and matters affecting the membership.

Pt IX · col B

Funders

Who pays for it.

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

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.7M
Ln 12
Fees for servicesLn 2g$1.3M
Other incomeLn 4–11$310K
Investment incomeLn 3$37K
Money outPt IX
$1.4M
Ln 25
Owns and owesPt X
$3.0M
net assets · Ln 32
Cash and savingsLn 1–2$1.3M
Total assetsLn 16$3.4M
LiabilitiesLn 26$410K
PeoplePt VI, VII
24
listed · VII A
PaidVII A1
Voting boardVI 1a23
IndependentVI 1b23
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$1.3M
Investment incomeLn 3$37K
Other incomeLn 4–11$310K
Total revenueLn 12$1.7M
Assets in detailPt X, end of year
CashLn 1$539K
SavingsLn 2$730K
Cash and savings togetherLn 1–2$1.3M
InvestmentsLn 11–13$1.7M
Land, buildings, equipmentLn 10c$256K
Total assetsLn 16$3.4M
LiabilitiesLn 26$410K
Net assetsLn 32$3.0M
OperationsPt I, VI
EmployeesI 58
VolunteersI 6150
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$1.1M$1.3M
InvestmentsLn 11–13$1.6M$1.7M
Land, buildings, equipmentLn 10c$268K$256K
Total assetsLn 16$3.2M$3.4M
LiabilitiesLn 26$528K$410K
Net assetsLn 32$2.7M$3.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$276K$0$0$0
Other salaries and wagesLn 7$536K$0$0$0
Pension plan contributionsLn 8$45K$0$0$0
Other employee benefitsLn 9$37K$0$0$0
Payroll taxesLn 10$61K$0$0$0
Legal feesLn 11b$25K$0$0$0
Accounting feesLn 11c$8K$0$0$0
Lobbying feesLn 11d$131K$0$0$0
Investment management feesLn 11f$3K$0$0$0
Other fees for servicesLn 11g$975$0$0$0
Office expensesLn 13$79K$0$0$0
Information technologyLn 14$11K$0$0$0
OccupancyLn 16$68K$0$0$0
TravelLn 17$10K$0$0$0
Conferences, conventions and meetingsLn 19$116K$0$0$0
Depreciation, depletion and amortizationLn 22$18K$0$0$0
InsuranceLn 23$12K$0$0$0
Other expenses (24a–d)Ln 24$12K$0$0$0
Total functional expensesLn 25$1.4M$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $2.1M$2.0M$129K$5.1M 990 PDF
FY2024 $2.0M$1.8M$116K$4.7M 990 PDF
FY2023 $2.2M$1.8M$408K$4.3M 990 PDF
FY2022 $2.1M$1.6M$425K$3.8M 990 PDF
FY2021 $1.8M$1.5M$328K$3.4M 990 PDF
FY2020 Viewing $1.7M$1.4M$224K$3.0M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $1,670,765 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $1,642,726$1,324,167
I-10 Investment incomePrior year $38,203$37,044
I-11 Other revenuePrior year $175,475$309,554
I-12 Total revenuePrior year $1,856,404$1,670,765
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $942,285$953,896
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $689,527$493,122
I-18 Total expensesPrior year $1,631,812$1,447,018
I-19 Revenue less expensesPrior year $224,592$223,747
Part VI · Governance 23 of 23 board members independent, 1 to look at
VI-1a Voting members of the governing body23
VI-1b Independent voting members23
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,670,765 across 4 lines filed
Lines not itemized here account for $21,739 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$1,302,428
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $37,044$37,044
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $0 · Unrelated business $309,554 · Excluded from tax $0$309,554
VIII-12 Total revenueRelated to mission $1,324,167 · Unrelated business $309,554 · Excluded from tax $37,044$1,670,765
Part IX · Statement of functional expenses $1,447,018 across 18 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $0 · Fundraising $0$275,545
IX-7 Other salaries and wagesPrograms $0 · Management $0 · Fundraising $0$535,727
IX-8 Pension plan contributionsPrograms $0 · Management $0 · Fundraising $0$44,613
IX-9 Other employee benefitsPrograms $0 · Management $0 · Fundraising $0$36,833
IX-10 Payroll taxesPrograms $0 · Management $0 · Fundraising $0$61,178
IX-11b Legal feesPrograms $0 · Management $0 · Fundraising $0$25,455
IX-11c Accounting feesPrograms $0 · Management $0 · Fundraising $0$7,700
IX-11d Lobbying feesPrograms $0 · Management $0 · Fundraising $0$130,690
IX-11f Investment management feesPrograms $0 · Management $0 · Fundraising $0$3,020
IX-11g Other fees for servicesPrograms $0 · Management $0 · Fundraising $0$975
IX-13 Office expensesPrograms $0 · Management $0 · Fundraising $0$79,200
IX-14 Information technologyPrograms $0 · Management $0 · Fundraising $0$10,627
IX-16 OccupancyPrograms $0 · Management $0 · Fundraising $0$67,660
IX-17 TravelPrograms $0 · Management $0 · Fundraising $0$9,917
IX-19 Conferences, conventions and meetingsPrograms $0 · Management $0 · Fundraising $0$116,312
IX-22 Depreciation, depletion and amortizationPrograms $0 · Management $0 · Fundraising $0$18,410
IX-23 InsurancePrograms $0 · Management $0 · Fundraising $0$11,650
IX-24 Other expenses (24a–d)Programs $0 · Management $0 · Fundraising $0$11,506
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$1,447,018
Part X · Balance sheet $3,407,772 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $353,776$538,502
X-2 Savings and temporary cash investmentsStart of year $718,077$729,534
X-3 Pledges and grants receivable$25,856
X-4 Accounts receivableStart of year $253,791$156,717
X-9 Prepaid expenses and deferred chargesStart of year $35,940$10,260
X-10c Land, buildings and equipment, netStart of year $268,111$256,114
X-11 Publicly traded securitiesStart of year $1,304,539$1,436,306
X-12 Other securitiesStart of year $303,617$254,483
X-16 Total assetsStart of year $3,237,851$3,407,772
X-17 Accounts payable and accrued expensesStart of year $165,531$69,428
X-19 Deferred revenueStart of year $362,192$340,349
X-26 Total liabilitiesStart of year $527,723$409,777
X-27 Net assets without donor restrictionsStart of year $2,710,128$2,997,995
X-32 Total net assets or fund balancesStart of year $2,710,128$2,997,995
X-33 Total liabilities and net assetsStart of year $3,237,851$3,407,772
Part XI · Reconciliation of net assets $2,997,995 net assets at year end
XI-1 Total revenue$1,670,765
XI-2 Total expenses$1,447,018
XI-3 Revenue less expenses$223,747
XI-4 Net assets at start of year$2,710,128
XI-5 Net unrealized gains (losses) on investments$64,120
XI-10 Net assets at end of year$2,997,995

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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