Leadingage Florida INC FY2021 filing

Tallahassee, FLUnknown exempt organization EIN 38-4134079Revenue $2.6M in FY2021Latest return filed Sep 30, 2025

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.

$1.0M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

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FY2021 · 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
$1.0M
to officers and key staff · 41% of spending
Concern: pay to officers and key staff is 41% of spending; over 30%.
Pt VII · Sec A
<1 mo
of spending, in cash
Concern: 0.4 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$578K
157% of total assets
Concern: liabilities are 157% 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
$2.6M
Spent
$2.5M
Net assets
−$209K
By yearFY2021–FY2024
Revenue
$2.6M
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$2.6M
FY2022$2.5M
FY2023$2.7M
FY2024$3.0M
Expenses
$2.5M
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$2.5M
FY2022$2.6M
FY2023$2.9M
FY2024$3.1M
Net assets
−$209K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021−$209K
FY2022−$306K
FY2023−$493K
FY2024−$590K

From the FY2021 Form 990 (year ending November 2021) · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

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

27 people listed on the 990; $1.0M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
President/CEO
$334,972Pt VII · Sec A
Highly Compensated Employee
$123,607Pt VII · Sec A
Vice President, Operations
$122,401Pt VII · Sec A
Highly Compensated Employee
$120,990Pt VII · Sec A
Value First Se Regional Ma
$114,600Pt VII · Sec A
Highly Compensated Employee
$107,951Pt VII · Sec A
Highly Compensated Employee
$103,021Pt 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.

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2 programs · in their own filed words · FY2020
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 FY2021 990, line by line.

1The main four
Money inPt VIII
$2.6M
Ln 12
Fees for servicesLn 2g$2.1M
Other incomeLn 4–11$481K
Investment incomeLn 3$1K
Money outPt IX
$2.5M
Ln 25
Owns and owesPt X
−$209K
net assets · Ln 32
Cash and savingsLn 1–2$80K
Total assetsLn 16$369K
LiabilitiesLn 26$578K
PeoplePt VI, VII
27
listed · VII A
PaidVII A7
Voting boardVI 1a20
IndependentVI 1b20
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$2.1M
Investment incomeLn 3$1K
Other incomeLn 4–11$481K
Total revenueLn 12$2.6M
Assets in detailPt X, end of year
CashLn 1$80K
Cash and savings togetherLn 1–2$80K
Land, buildings, equipmentLn 10c$2K
Other assetsLn 15$13K
Total assetsLn 16$369K
LiabilitiesLn 26$578K
Net assetsLn 32−$209K
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 FY21End FY21
Cash and savingsLn 1–2$88K$80K
Land, buildings, equipmentLn 10c$0$2K
Total assetsLn 16$225K$369K
LiabilitiesLn 26$502K$578K
Net assetsLn 32−$277K−$209K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$529K
Other salaries and wagesLn 7$828K
Pension plan contributionsLn 8$133K
Payroll taxesLn 10$88K
Legal feesLn 11b$71K
Accounting feesLn 11c$69K
Lobbying feesLn 11d$9K
Other fees for servicesLn 11g$117K
Advertising and promotionLn 12$19K
Office expensesLn 13$67K
Information technologyLn 14$32K
OccupancyLn 16$14K
TravelLn 17$19K
Conferences, conventions and meetingsLn 19$405K
InterestLn 20$4K
Depreciation, depletion and amortizationLn 22$199
InsuranceLn 23$10K
Other expenses (24a–d)Ln 24$70K
All other expensesLn 24e$7K
Total functional expensesLn 25$2.5M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Sep 30, 2025 $3.0M$3.1M−$97K−$590K 990 PDF
FY2023Filed with the IRS Jul 30, 2024 $2.7M$2.9M−$186K−$493K 990 PDF
FY2022Filed with the IRS Aug 7, 2023 $2.5M$2.6M−$90K−$306K 990 PDF
FY2021 ViewingFiled with the IRS Sep 6, 2022 $2.6M$2.5M$69K−$209K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants J · Pay O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $2,561,420 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $1,741,725$2,078,933
I-10 Investment incomePrior year $538$1,117
I-11 Other revenuePrior year $209,338$481,370
I-12 Total revenuePrior year $1,951,601$2,561,420
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 $1,648,192$1,578,271
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $580,199$913,653
I-18 Total expensesPrior year $2,228,391$2,491,924
I-19 Revenue less expensesPrior year −$276,790$69,496
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 $2,561,420 across 4 lines filed
Lines not itemized here account for $4,145 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,078,933$2,078,933
VIII-3 Investment incomeExcluded from tax $1,117$1,117
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $420,775 · Unrelated business $56,450$477,225
VIII-12 Total revenueRelated to mission $2,503,853 · Unrelated business $56,450 · Excluded from tax $1,117$2,561,420
Part IX · Statement of functional expenses $2,491,924 across 19 lines filed
IX-5 Pay of current officers, directors and key staff$528,869
IX-7 Other salaries and wages$827,895
IX-8 Pension plan contributions$133,338
IX-10 Payroll taxes$88,169
IX-11b Legal fees$71,482
IX-11c Accounting fees$68,760
IX-11d Lobbying fees$8,582
IX-11g Other fees for services$117,173
IX-12 Advertising and promotion$18,902
IX-13 Office expenses$67,018
IX-14 Information technology$31,915
IX-16 Occupancy$13,843
IX-17 Travel$19,249
IX-19 Conferences, conventions and meetings$404,679
IX-20 Interest$3,918
IX-22 Depreciation, depletion and amortization$199
IX-23 Insurance$10,440
IX-24 Other expenses (24a–d)$70,289
IX-24e All other expenses$7,204
IX-25 Total functional expenses$2,491,924
Part X · Balance sheet $369,204 assets, 13 lines filed
Asset lines not itemized here account for $130,665; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $87,556$80,178
X-4 Accounts receivableStart of year $105,259$120,077
X-9 Prepaid expenses and deferred chargesStart of year $6,875$23,897
X-10c Land, buildings and equipment, netStart of year $0$1,793
X-15 Other assetsStart of year $7,000$12,594
X-16 Total assetsStart of year $225,477$369,204
X-17 Accounts payable and accrued expensesStart of year $196,559$188,697
X-19 Deferred revenueStart of year $89,546$155,582
X-24 Unsecured notes and loans payableStart of year $216,162$234,113
X-26 Total liabilitiesStart of year $502,267$578,392
X-27 Net assets without donor restrictionsStart of year −$276,790−$209,188
X-32 Total net assets or fund balancesStart of year −$276,790−$209,188
X-33 Total liabilities and net assetsStart of year $225,477$369,204
Part XI · Reconciliation of net assets −$209,188 net assets at year end
XI-1 Total revenue$2,561,420
XI-2 Total expenses$2,491,924
XI-3 Revenue less expenses$69,496
XI-4 Net assets at start of year−$276,790
XI-9 Other changes in net assets−$1,894
XI-10 Net assets at end of year−$209,188

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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