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Leadingage Oregon FY2024 filing

Tax-deductible

Tigard, OR501(c)(6)Since 1979Mutual / membership EIN 93-0747109Revenue $1.9M in FY2024

On file with the IRSleadingageoregon.org6975 Sw Sandburg St Ste 150, 97223-8136 · Tigard, ORTax-exempt since Jan 1980

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The mission of Leadingage Oregon is to represent and promote the common interests of its membership through leadership, advocacy, education and other services in order to enhance members' ability to serve their constituency.

501(c)(6) business league; the IRS lists gifts to it as tax-deductible.
$144K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2024 · 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
Yes
Donations are tax-deductible
Looks good: the IRS lists 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
4 of 6
filings with a surplus
Average surplus $21K a year · 1% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Pay to officers and key staff
$144K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Plus $1.3M in investments, Pt X · Ln 11–13
Looks good: 3.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$153K
8% of total assets
Looks good: liabilities are 8% of assets; 50% or less.
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
$1.9M
+18% vs prior year
Spent
$1.8M
Net assets
$1.8M
By yearFY2020–FY2025
Revenue
$1.9M
FY2024▲ +18%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.4M
FY2021$1.4M
FY2022$1.4M
FY2023$1.6M
FY2024$1.9M
FY2025$1.2M
Expenses
$1.8M
FY2024▲ +11%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.2M
FY2021$1.3M
FY2022$1.5M
FY2023$1.6M
FY2024$1.8M
FY2025$1.2M
Net assets
$1.8M
FY2024▲ +8%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.6M
FY2021$1.8M
FY2022$1.7M
FY2023$1.7M
FY2024$1.8M
FY2025$1.9M

From the FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1980.

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

Who runs it and what they're paid

17 people listed on the 990; $144K 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
$143,712Pt VII · Sec A
Vassar Byrd
President
$0Pt VII · Sec A
Sharon Van Eaton
President Elect
$0Pt VII · Sec A
Cliff Mars
Treasurer
$0Pt VII · Sec A
Diane Hood
Immediate Past President
$0Pt VII · Sec A
Erin Cornell
VP of Nursing
$0Pt VII · Sec A
Matt Hartley
VP of Alf/Rcf
$0Pt VII · Sec A
David Lewis
VP of Community Service
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Ruth Gulyas———$169,854$162,761$155,103
Kristin Milligan$150,960$143,712$99,084———

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 Oregon 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

Provides housing, health, and community services to the elderly and disabled.

Questions for Leadingage Oregon

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Provided by the organization

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3 programs · in their own filed words · FY2023
01

Served as regulatory, operational and advocacy resource for 100 not-for-profit providers and other mission-directed providers of aging services, including nursing homes, assisted LIVING/RESIDENTAL care facilities, low-income and market-rate senior housing, continuing care retirement communities, and home and community-based service…

Pt IX · col B
02

Information and Member Services

Sponsored a variety of programs to engage member's residents in creative activities and foster a closer relationship between the state organization and residents. Produced biweekly newsletters to keep members informed about issues impacting their work.

Pt IX · col B
03

Offered 56 educational programs attended by more than 633 participants. Programs included two conferences, a statewide leadership program, an online ALF/RCF administrator training, webinars and numerous in-person workshops.

Pt IX · col B

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 · 3 grants · $19K · 2023–2023
Dallas Retirement FoundationOR · FY2023$6,460
Robison Jewish HomeOR · FY2023$6,460
Providence Benedictine Nursing Center FoundationOR · FY2023$6,460

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.9M
Ln 12
Fees for servicesLn 2g$1.7M
Gifts and grantsLn 1h$82K
Other incomeLn 4–11$59K
Money outPt IX
$1.8M
Ln 25
Owns and owesPt X
$1.8M
net assets · Ln 32
Cash and savingsLn 1–2$482K
Total assetsLn 16$1.9M
LiabilitiesLn 26$153K
PeoplePt VI, VII
17
listed · VII A
PaidVII A1
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$82K
Government grantsLn 1e$82K
Fees for servicesLn 2g$1.7M
Investment incomeLn 3$41K
Other incomeLn 4–11$59K
Total revenueLn 12$1.9M
Assets in detailPt X, end of year
CashLn 1$453K
SavingsLn 2$30K
Cash and savings togetherLn 1–2$482K
InvestmentsLn 11–13$1.3M
Land, buildings, equipmentLn 10c$5K
Other assetsLn 15$53K
Total assetsLn 16$1.9M
LiabilitiesLn 26$153K
Net assetsLn 32$1.8M
OperationsPt I, VI
EmployeesI 55
VolunteersI 617
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$631K$482K
InvestmentsLn 11–13$994K$1.3M
Land, buildings, equipmentLn 10c$1K$5K
Total assetsLn 16$1.8M$1.9M
LiabilitiesLn 26$124K$153K
Net assetsLn 32$1.7M$1.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$61K
Pay of current officers, directors and key staffLn 5$158K
Other salaries and wagesLn 7$177K
Pension plan contributionsLn 8$10K
Other employee benefitsLn 9$29K
Payroll taxesLn 10$28K
Legal feesLn 11b$12K
Accounting feesLn 11c$16K
Investment management feesLn 11f$12K
Other fees for servicesLn 11g$47K
Office expensesLn 13$17K
OccupancyLn 16$42K
TravelLn 17$21K
Conferences, conventions and meetingsLn 19$147K
Depreciation, depletion and amortizationLn 22$1K
InsuranceLn 23$6K
Other expenses (24a–d)Ln 24$1.0M
All other expensesLn 24e$14K
Total functional expensesLn 25$1.8M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.2M$1.2M$4K$1.9M 990 PDF
FY2024 Viewing $1.9M$1.8M$51K$1.8M 990 PDF
FY2023 $1.6M$1.6M−$53K$1.7M 990 PDF
FY2022 $1.4M$1.5M−$53K$1.7M 990 PDF
FY2021 $1.4M$1.3M$63K$1.8M 990 PDF
FY2020 $1.4M$1.2M$116K$1.6M 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 O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $1,871,446 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $769,021$81,939
I-9 Program service revenuePrior year $746,402$1,689,944
I-10 Investment incomePrior year $22,400$40,501
I-11 Other revenuePrior year $43,622$59,062
I-12 Total revenuePrior year $1,581,445$1,871,446
I-13 Grants and similar amounts paidPrior year $0$60,631
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $363,725$402,855
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,270,833$1,357,443
I-18 Total expensesPrior year $1,634,558$1,820,929
I-19 Revenue less expensesPrior year −$53,113$50,517
Part VI · Governance 16 of 16 board members independent, 2 to look at
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,871,446 across 6 lines filed
VIII-1e Government grants$81,939
VIII-1h Total contributions, gifts and grants$81,939
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,689,944$1,689,944
VIII-3 Investment incomeExcluded from tax $40,501$40,501
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $57,862 · Excluded from tax $1,200$59,062
VIII-12 Total revenueRelated to mission $1,747,806 · Unrelated business $0 · Excluded from tax $41,701$1,871,446
Part IX · Statement of functional expenses $1,820,929 across 18 lines filed
IX-1 Grants to domestic organizations$60,631
IX-5 Pay of current officers, directors and key staff$158,212
IX-7 Other salaries and wages$177,252
IX-8 Pension plan contributions$10,286
IX-9 Other employee benefits$28,845
IX-10 Payroll taxes$28,260
IX-11b Legal fees$12,005
IX-11c Accounting fees$16,441
IX-11f Investment management fees$11,992
IX-11g Other fees for services$46,798
IX-13 Office expenses$16,660
IX-16 Occupancy$41,952
IX-17 Travel$21,411
IX-19 Conferences, conventions and meetings$147,496
IX-22 Depreciation, depletion and amortization$1,000
IX-23 Insurance$5,718
IX-24 Other expenses (24a–d)$1,021,923
IX-24e All other expenses$14,047
IX-25 Total functional expenses$1,820,929
Part X · Balance sheet $1,935,127 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $457,174$452,765
X-2 Savings and temporary cash investmentsStart of year $173,568$29,543
X-4 Accounts receivableStart of year $50,447$73,148
X-9 Prepaid expenses and deferred chargesStart of year $22,509$27,188
X-10c Land, buildings and equipment, netStart of year $1,035$4,844
X-11 Publicly traded securitiesStart of year $973,660$1,274,467
X-13 Program-related investmentsStart of year $20,250$20,250
X-15 Other assetsStart of year $77,882$52,922
X-16 Total assetsStart of year $1,776,525$1,935,127
X-17 Accounts payable and accrued expensesStart of year $79,352$77,430
X-19 Deferred revenueStart of year $8,169$22,682
X-25 Other liabilitiesStart of year $36,042$52,921
X-26 Total liabilitiesStart of year $123,563$153,033
X-27 Net assets without donor restrictionsStart of year $1,616,741$1,782,094
X-28 Net assets with donor restrictionsStart of year $36,221$0
X-32 Total net assets or fund balancesStart of year $1,652,962$1,782,094
X-33 Total liabilities and net assetsStart of year $1,776,525$1,935,127
Part XI · Reconciliation of net assets $1,782,094 net assets at year end
XI-1 Total revenue$1,871,446
XI-2 Total expenses$1,820,929
XI-3 Revenue less expenses$50,517
XI-4 Net assets at start of year$1,652,962
XI-5 Net unrealized gains (losses) on investments$78,615
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,782,094

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

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