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Leadingage Florida INC

Tallahassee, FLUnknown exempt organizationEIN 38-4134079Revenue $3.0M in FY2024

On file with the IRSleadingageflorida.org1812 Riggins Road No 1 · Tallahassee, FL

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To represent and promote the common interest of florida's continuing care/life plan retirement communities, senior low income affordable housing, assisted living facilities, nursing home communities, and home and community-based service providers; to act as a clearinghouse for information about their programs and advocate on their behalf.

Run by 20 volunteers and 13 employees.
Mission: Form 990 Part I, line 1 · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
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
1 of 4
filings with a surplus
Average deficit $76K a year · 3% of revenue · last 4 filings
Concern: a surplus in 1 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Pay to officers and key staff
$921K
to officers and key staff · 30% of spending
Worth a look: pay to officers and key staff is 30% of spending; over 20%.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$940K
268% of total assets
Concern: liabilities are 268% of assets; over 80%.
Pt X · Ln 26
Independent board members
20
of 20 voting members
Looks good: 20 of 20 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.0M
+10% vs prior year
Spent
$3.1M
Net assets
−$590K
By yearFY2021–FY2024
Revenue
$3.0M
FY2024▲ +10%
Tap a bar for its year
Revenue by fiscal year
FY2021$2.6M
FY2022$2.5M
FY2023$2.7M
FY2024$3.0M
Expenses
$3.1M
FY2024▲ +7%
Tap a bar for its year
Expenses by fiscal year
FY2021$2.5M
FY2022$2.6M
FY2023$2.9M
FY2024$3.1M
Net assets
−$590K
FY2024▼ -20%
Tap a bar for its year
Net assets by fiscal year
FY2021−$209K
FY2022−$306K
FY2023−$493K
FY2024−$590K

From the FY2024 Form 990 (year ending November 2024) · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024.

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

Who runs it and what they're paid

28 people listed on the 990; $921K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Steve Bahmer
President/CEO
$372,318Pt VII · Sec A
Dawn Jimenez
Vice President, Operations
$153,880Pt VII · Sec A
Pedro Bernal
Value First Se Regional Ma
$136,685Pt VII · Sec A
Susan Langston
Highly Compensated Employe
$135,876Pt VII · Sec A
Lisa Jensen
Highly Compensated Employe
$122,256Pt VII · Sec A
Rick Oros
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

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

NameFY2024FY2023FY2022FY2021
Steve Bahmer$372,318$313,667$303,756$334,972
Dawn Jimenez$153,880$148,740$132,800$122,401
Pedro Bernal$136,685$109,841$109,899$114,600
Susan Langston$135,876$129,048$108,028$103,021
Susan Anderson——$108,640$123,607
Lisa Jensen$122,256$116,491——
Tyler Sununu———$120,990
Mary Ellen Early———$107,951

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

Advocates for and provides information on Florida's senior living and care services.

Questions for Leadingage Florida INC

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Provided by the organization

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2 programs · in their own filed words · FY2023
01

Develop and promote programs and services established to promote florida's continuing CARE/LIFE plan retirement communities, low income senior affordable housing, assisted living, and nursing home communities.

Pt IX · col B
02

Appropriations for the membership annual meetings including room rentals, AUDIO/VISUAL rental, travel, leadership speakers, and additional activities to bring leadingage florida's membership together.

Pt IX · col B

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$3.0M
Ln 12
Fees for servicesLn 2g$2.5M
Other incomeLn 4–11$452K
Investment incomeLn 3$339
Money outPt IX
$3.1M
Ln 25
Owns and owesPt X
−$590K
net assets · Ln 32
Cash and savingsLn 1–2$246K
Total assetsLn 16$350K
LiabilitiesLn 26$940K
PeoplePt VI, VII
28
listed · VII A
PaidVII A5
Voting boardVI 1a20
IndependentVI 1b20
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$2.5M
Investment incomeLn 3$339
Other incomeLn 4–11$452K
Total revenueLn 12$3.0M
Assets in detailPt X, end of year
CashLn 1$246K
Cash and savings togetherLn 1–2$246K
Land, buildings, equipmentLn 10c$6K
Other assetsLn 15$25K
Total assetsLn 16$350K
LiabilitiesLn 26$940K
Net assetsLn 32−$590K
OperationsPt I, VI
EmployeesI 513
VolunteersI 620
Fiscal year endsHeaderNovember
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$73K$246K
Land, buildings, equipmentLn 10c$9K$6K
Total assetsLn 16$335K$350K
LiabilitiesLn 26$828K$940K
Net assetsLn 32−$493K−$590K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$450K
Other salaries and wagesLn 7$1.2M
Pension plan contributionsLn 8$213K
Payroll taxesLn 10$105K
Legal feesLn 11b$82K
Accounting feesLn 11c$14K
Lobbying feesLn 11d$16K
Other fees for servicesLn 11g$167K
Advertising and promotionLn 12$30K
Office expensesLn 13$91K
Information technologyLn 14$28K
OccupancyLn 16$3K
TravelLn 17$38K
Conferences, conventions and meetingsLn 19$557K
InterestLn 20$17K
Depreciation, depletion and amortizationLn 22$3K
InsuranceLn 23$12K
Other expenses (24a–d)Ln 24$79K
All other expensesLn 24e$10K
Total functional expensesLn 25$3.1M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $3.0M$3.1M−$97K−$590K 990 PDF
FY2023 $2.7M$2.9M−$186K−$493K 990 PDF
FY2022 $2.5M$2.6M−$90K−$306K 990 PDF
FY2021 $2.6M$2.5M$69K−$209K 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 (6 parts)
Part I · Summary $2,971,980 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $42,384$0
I-9 Program service revenuePrior year $2,202,024$2,520,136
I-10 Investment incomePrior year $266$339
I-11 Other revenuePrior year $449,707$451,505
I-12 Total revenuePrior year $2,694,381$2,971,980
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,773,240$1,921,932
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,106,826$1,146,994
I-18 Total expensesPrior year $2,880,066$3,068,926
I-19 Revenue less expensesPrior year −$185,685−$96,946
Part VI · Governance 20 of 20 board members independent, no flags
VI-1a Voting members of the governing body20
VI-1b Independent voting members20
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,971,980 across 4 lines filed
Lines not itemized here account for $1,953 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,520,136$2,520,136
VIII-3 Investment incomeExcluded from tax $339$339
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $352,769 · Unrelated business $96,783$449,552
VIII-12 Total revenueRelated to mission $2,874,858 · Unrelated business $96,783 · Excluded from tax $339$2,971,980
Part IX · Statement of functional expenses $3,068,926 across 19 lines filed
IX-5 Pay of current officers, directors and key staff$449,539
IX-7 Other salaries and wages$1,154,010
IX-8 Pension plan contributions$213,152
IX-10 Payroll taxes$105,231
IX-11b Legal fees$81,955
IX-11c Accounting fees$13,865
IX-11d Lobbying fees$16,124
IX-11g Other fees for services$166,621
IX-12 Advertising and promotion$29,790
IX-13 Office expenses$91,093
IX-14 Information technology$28,020
IX-16 Occupancy$2,931
IX-17 Travel$37,909
IX-19 Conferences, conventions and meetings$557,376
IX-20 Interest$17,141
IX-22 Depreciation, depletion and amortization$3,331
IX-23 Insurance$11,932
IX-24 Other expenses (24a–d)$78,540
IX-24e All other expenses$10,366
IX-25 Total functional expenses$3,068,926
Part X · Balance sheet $350,108 assets, 14 lines filed
Asset lines not itemized here account for $20,395; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $73,198$246,356
X-4 Accounts receivableStart of year $100,251$34,170
X-9 Prepaid expenses and deferred chargesStart of year $24,084$18,803
X-10c Land, buildings and equipment, netStart of year $9,041$5,710
X-15 Other assetsStart of year $44,319$24,674
X-16 Total assetsStart of year $335,281$350,108
X-17 Accounts payable and accrued expensesStart of year $193,889$220,343
X-19 Deferred revenueStart of year $135,346$225,035
X-24 Unsecured notes and loans payableStart of year $485,141$485,325
X-25 Other liabilitiesStart of year $13,645$9,136
X-26 Total liabilitiesStart of year $828,021$939,839
X-27 Net assets without donor restrictionsStart of year −$492,740−$589,731
X-32 Total net assets or fund balancesStart of year −$492,740−$589,731
X-33 Total liabilities and net assetsStart of year $335,281$350,108
Part XI · Reconciliation of net assets −$589,731 net assets at year end
XI-1 Total revenue$2,971,980
XI-2 Total expenses$3,068,926
XI-3 Revenue less expenses−$96,946
XI-4 Net assets at start of year−$492,740
XI-8 Prior period adjustments−$45
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$589,731

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

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