Leadingage Washington FY2020 filing

Tax-deductible

Tacoma, WA501(c)(3)Health CareEIN 51-0176005Revenue $1.8M in FY2020

On file with the IRSleadingagewa.org1102 Broadway Ste 201, 98402-3526 · Tacoma, WATax-exempt since Dec 1975Publicly supported — 509(a)(2)

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To promote the advancement of innovation, quality, and social responsibility in aging services.

501(c)(3) charity; gifts are tax-deductible.
80¢ of each $1 spent went to programs.
$323K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2020 · 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
4 of 5
filings with a surplus
Average surplus $54K a year · 3% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$323K
to officers and key staff · 19% of spending
Fine: pay to officers and key staff is 19% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 5.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$4.3M
75% of total assets
Worth a look: liabilities are 75% of assets; over 65%.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.8M
Spent
$1.7M
To programs
80%
Net assets
$1.5M
By yearFY2020–FY2024
Revenue
$1.8M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.8M
FY2021$1.8M
FY2022$1.8M
FY2023$2.0M
FY2024$2.2M
Expenses
$1.7M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.7M
FY2021$1.8M
FY2022$2.0M
FY2023$2.0M
FY2024$1.9M
Net assets
$1.5M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.5M
FY2021$1.6M
FY2022$1.2M
FY2023$1.3M
FY2024$1.7M

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

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You’re viewing the FY2020 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 ruling in Dec 1975.

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

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $1.4M Management & general 20% · $354K

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

20 people listed on the 990; $323K paid to officers and key staff.

Part VII, Section A · reportable compensation
$209,730Pt VII · Sec A
Director of Clinical & Nur
$113,584Pt VII · Sec A
Director/Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer/Chair Elect
$0Pt VII · Sec A
Immediate Past Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary/Chair Elect
$0Pt VII · Sec A

Deborah Murphy’s $404K as CEO is at the 95th percentile of top reported officer pay among 3128 $1–10M health care 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 · 6 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Deborah Murphy$403,810$230,020$219,349$213,140$209,730
Laura Hofmann$131,144————
Alyssa Odegaard$119,866$124,430$118,450——
Laura Hoffman—$123,540$118,007$114,681$113,584
David Carter——$104,937——
Glen Melin$104,046————

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

Improves aging services through innovation, quality, and social responsibility.

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Provided by the organization

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3 programs · $550K · in their own filed words · FY2020
01

Education, awards and scholarships. Educating members and other aging services professionals on best practices, quality advancements, new regulations, innovations in aging services, etc. Awards: the leadingage washington awards program recognizes those individuals and organizations that have made an outstanding contribution in the fields…

$314Kprogram expense
02

Retrospective Rating Member Services

Operation of workers' compensation retrospective rating program to include developing safety programs and procedures; educating members on safe work practices, training employees and management teams in safety and claims procedures; development of approved light duty job descriptions; claims management; and administration of…

$221Kprogram expense
03

Consulting Services

Includes disseminating information on payment issues and methods, billing and other fiscal policy areas; research, review, analyze and track legislation and regulations; educating members on development of operational policies and procedures.

$14Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · this organization's grantmaking
Grants paid · 5 grants · $50K · 2020–2024
Unitemized GrantFY2024$11,000
Unitemized GrantFY2023$10,500
Unitemized GrantFY2022$7,000
Unitemized GrantFY2021$10,500
Unitemized GrantFY2020$10,500

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.8M
Ln 12
Gifts and grantsLn 1h$966K
Fees for servicesLn 2g$788K
Investment incomeLn 3$15K
Money outPt IX
$1.7M
Ln 25
Programscol B$1.4M
Managementcol C$354K
Owns and owesPt X
$1.5M
net assets · Ln 32
Cash and savingsLn 1–2$770K
Total assetsLn 16$5.7M
LiabilitiesLn 26$4.3M
PeoplePt VI, VII
20
listed · VII A
PaidVII A2
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$966K
Government grantsLn 1e$136K
Noncash giftsLn 1g$124K
Fees for servicesLn 2g$788K
Investment incomeLn 3$15K
Other incomeLn 4–11$13K
Gains on assetsLn 7−$15K
Total revenueLn 12$1.8M
Assets in detailPt X, end of year
SavingsLn 2$770K
Cash and savings togetherLn 1–2$770K
InvestmentsLn 11–13$4.5M
Land, buildings, equipmentLn 10c$153K
Other assetsLn 15$119K
Total assetsLn 16$5.7M
LiabilitiesLn 26$4.3M
Net assetsLn 32$1.5M
OperationsPt I, VI
EmployeesI 59
VolunteersI 6107
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 FY20End FY20
Cash and savingsLn 1–2$581K$770K
InvestmentsLn 11–13$6.1M$4.5M
Land, buildings, equipmentLn 10c$188K$153K
Total assetsLn 16$7.2M$5.7M
LiabilitiesLn 26$5.9M$4.3M
Net assetsLn 32$1.3M$1.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$10K$10K
Pay of current officers, directors and key staffLn 5$382K$286K$95K
Other salaries and wagesLn 7$416K$312K$104K
Pension plan contributionsLn 8$57K$42K$14K
Other employee benefitsLn 9$87K$66K$22K
Payroll taxesLn 10$50K$38K$13K
Legal feesLn 11b$16K$12K$4K
Accounting feesLn 11c$45K$34K$11K
Lobbying feesLn 11d$113K$85K$28K
Other fees for servicesLn 11g$14K$10K$3K
Office expensesLn 13$54K$40K$13K
Information technologyLn 14$45K$34K$11K
OccupancyLn 16$79K$60K$20K
TravelLn 17$4K$3K$994
Conferences, conventions and meetingsLn 19$71K$71K
Depreciation, depletion and amortizationLn 22$35K$26K$9K
InsuranceLn 23$5K$4K$1K
Other expenses (24a–d)Ln 24$246K$243K$4K
Total functional expensesLn 25$1.7M$1.4M$354K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $2.2M$1.9M$317K$1.7M 990 PDF
FY2023 $2.0M$2.0M$19K$1.3M 990 PDF
FY2022 $1.8M$2.0M−$173K$1.2M 990 PDF
FY2021 $1.8M$1.8M$57K$1.6M 990 PDF
FY2020 Viewing $1.8M$1.7M$52K$1.5M 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 FY2020 990 (6 parts)
Part I · Summary $1,782,409 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,794,497$965,629
I-9 Program service revenuePrior year $1,001,820$788,221
I-10 Investment incomePrior year $46,118$15,268
I-11 Other revenuePrior year $20,819$13,291
I-12 Total revenuePrior year $2,863,254$1,782,409
I-13 Grants and similar amounts paidPrior year $10,500$10,500
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $832,703$991,927
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,096,941$727,750
I-18 Total expensesPrior year $2,940,144$1,730,177
I-19 Revenue less expensesPrior year −$76,890$52,232
Part VI · Governance 15 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
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 $1,782,409 across 9 lines filed
VIII-1b Membership dues$829,888
VIII-1e Government grants$135,741
VIII-1g Noncash contributions (included above)$123,946
VIII-1h Total contributions, gifts and grants$965,629
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $788,221$788,221
VIII-3 Investment incomeExcluded from tax $30,654$30,654
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$15,386−$15,386
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $491 · Unrelated business $12,800$13,291
VIII-12 Total revenueRelated to mission $788,712 · Unrelated business $12,800 · Excluded from tax $15,268$1,782,409
Part IX · Statement of functional expenses $1,730,177 across 18 lines filed
IX-2 Grants to domestic individualsPrograms $10,500$10,500
IX-5 Pay of current officers, directors and key staffPrograms $286,303 · Management $95,434$381,737
IX-7 Other salaries and wagesPrograms $311,917 · Management $103,972$415,889
IX-8 Pension plan contributionsPrograms $42,389 · Management $14,130$56,519
IX-9 Other employee benefitsPrograms $65,594 · Management $21,864$87,458
IX-10 Payroll taxesPrograms $37,743 · Management $12,581$50,324
IX-11b Legal feesPrograms $12,263 · Management $4,088$16,351
IX-11c Accounting feesPrograms $33,668 · Management $11,222$44,890
IX-11d Lobbying feesPrograms $84,815 · Management $28,272$113,087
IX-11g Other fees for servicesPrograms $10,471 · Management $3,490$13,961
IX-13 Office expensesPrograms $40,498 · Management $13,496$53,994
IX-14 Information technologyPrograms $33,778 · Management $11,259$45,037
IX-16 OccupancyPrograms $59,512 · Management $19,837$79,349
IX-17 TravelPrograms $2,982 · Management $994$3,976
IX-19 Conferences, conventions and meetingsPrograms $71,232$71,232
IX-22 Depreciation, depletion and amortizationPrograms $26,012 · Management $8,671$34,683
IX-23 InsurancePrograms $3,656 · Management $1,218$4,874
IX-24 Other expenses (24a–d)Programs $242,511 · Management $3,805$246,316
IX-25 Total functional expensesPrograms $1,375,844 · Management $354,333 · Fundraising $0$1,730,177
Part X · Balance sheet $5,741,285 assets, 14 lines filed
X-2 Savings and temporary cash investmentsStart of year $580,741$769,711
X-4 Accounts receivableStart of year $308,293$176,389
X-9 Prepaid expenses and deferred chargesStart of year $22,747$41,858
X-10c Land, buildings and equipment, netStart of year $187,642$152,959
X-11 Publicly traded securitiesStart of year $6,127,238$4,480,905
X-15 Other assetsStart of year $8,194$119,463
X-16 Total assetsStart of year $7,234,855$5,741,285
X-17 Accounts payable and accrued expensesStart of year $130,413$82,266
X-19 Deferred revenueStart of year $556,842$596,540
X-25 Other liabilitiesStart of year $5,214,831$3,599,453
X-26 Total liabilitiesStart of year $5,902,086$4,278,259
X-27 Net assets without donor restrictionsStart of year $1,332,769$1,463,026
X-32 Total net assets or fund balancesStart of year $1,332,769$1,463,026
X-33 Total liabilities and net assetsStart of year $7,234,855$5,741,285
Part XI · Reconciliation of net assets $1,463,026 net assets at year end
XI-1 Total revenue$1,782,409
XI-2 Total expenses$1,730,177
XI-3 Revenue less expenses$52,232
XI-4 Net assets at start of year$1,332,769
XI-5 Net unrealized gains (losses) on investments$78,025
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,463,026

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

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