Civic Intelligence

Leadingage Massachusetts Inc

990 • Fiscal year 2018 • EIN 04-2519931

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 03, 2019

Organization ProfileWWW.LEADINGAGEMA.ORG
246 Walnut Street No 203Newton, MA 02460

(617) 244-2999

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.10x

Higher debt load relative to assets than 55% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

61st percentile

0.12x

Higher debt load relative to revenue than 61% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Net Margin

53rd percentile

4.5%

Higher net margin than 53% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

94th percentile

$192,785

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 28.4% of source-year revenue.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Asset Growth

36th percentile

-1.3%

Faster asset growth than 36% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

26th percentile

-4.7%

Faster revenue growth than 26% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$874,454

Down $11,118 (-1.3%) from 2017

Net Assets

Down

$790,175

Down $22,638 (-2.8%) from 2017

Liabilities

Up

$84,279

Up $11,520 (+16%) from 2017

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin53rd percentile

Revenue

Down

$678,486

Down $33,532 (-4.7%) from 2017

Expenses

Down

$647,756

Down $43,811 (-6.3%) from 2017

Net Income

Up

$30,730

Up $10,279 (+50%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $578,760Liabilities 2010: $46,149Net Assets 2010: $532,6112010Assets 2011: $630,493Liabilities 2011: $34,827Net Assets 2011: $595,6662011Assets 2012: $659,690Liabilities 2012: $33,774Net Assets 2012: $625,9162012Assets 2013: $778,216Liabilities 2013: $97,821Net Assets 2013: $680,3952013Assets 2014: $827,652Liabilities 2014: $103,592Net Assets 2014: $724,0602014Assets 2015: $774,517Liabilities 2015: $46,206Net Assets 2015: $728,3112015Assets 2016: $822,999Liabilities 2016: $67,972Net Assets 2016: $755,0272016Assets 2017: $885,572Liabilities 2017: $72,759Net Assets 2017: $812,8132017Assets 2018: $874,454Liabilities 2018: $84,279Net Assets 2018: $790,1752018Assets 2019: $1,056,653Liabilities 2019: $130,000Net Assets 2019: $926,6532019Assets 2020: $1,090,548Liabilities 2020: $67,827Net Assets 2020: $1,022,7212020Assets 2021: $1,269,614Liabilities 2021: $120,277Net Assets 2021: $1,149,3372021Assets 2022: $1,183,042Liabilities 2022: $97,052Net Assets 2022: $1,085,9902022Assets 2023: $1,400,540Liabilities 2023: $147,524Net Assets 2023: $1,253,0162023Assets 2024: $1,532,379Liabilities 2024: $127,030Net Assets 2024: $1,405,3492024

Highlighted filing

2018

Assets$874,454
Liabilities$84,279
Net Assets$790,175
Open 2018 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0Expenses 2010: $431,9682010Revenue 2011: $565,729Expenses 2011: $502,674Net Income 2011: $63,0552011Expenses 2012: $547,3662012Revenue 2013: $611,809Expenses 2013: $563,651Net Income 2013: $48,1582013Revenue 2014: $631,047Expenses 2014: $593,461Net Income 2014: $37,5862014Revenue 2015: $636,215Expenses 2015: $608,380Net Income 2015: $27,8352015Revenue 2016: $639,500Expenses 2016: $626,944Net Income 2016: $12,5562016Revenue 2017: $712,018Expenses 2017: $691,567Net Income 2017: $20,4512017Revenue 2018: $678,486Expenses 2018: $647,756Net Income 2018: $30,7302018Revenue 2019: $742,148Expenses 2019: $679,192Net Income 2019: $62,9562019Revenue 2020: $645,033Expenses 2020: $592,853Net Income 2020: $52,1802020Revenue 2021: $690,533Expenses 2021: $596,809Net Income 2021: $93,7242021Revenue 2022: $787,348Expenses 2022: $699,242Net Income 2022: $88,1062022Revenue 2023: $796,270Expenses 2023: $692,145Net Income 2023: $104,1252023Revenue 2024: $888,654Expenses 2024: $790,425Net Income 2024: $98,2292024

Highlighted filing

2018

Revenue$678,486
Expenses$647,756
Net Income$30,730
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 3, 2019
Return Version
2018v3.1
Gross Receipts
$846,287
Mission and Program Overview

Mission

The mission of leadingage massachusetts is to expand the world of possibilities for aging. We strive for this by leading in innovative practices that transform how we care for our aging population, spear-heading cutting-edge initiatives to develop services that meet older adults' needs and preferences, and advocating to advance the inte

Association of charitable homes and services for the aging.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$516,586$538,341▲ $21,755
Savings and Temporary Cash Investments$272,032$222,046▼ $49,986
Cash and Non-Interest-Bearing Accounts$83,221$103,182▲ $19,961
Accounts Receivable$5,240$4,072▼ $1,168
Prepaid Expenses and Deferred Charges$3,824$2,505▼ $1,319
Land, Buildings, and Equipment, Net$361$0▼ $361
Total Assets$885,572$874,454▼ $11,118
Other Assets Total$4,308$4,308→ $0
Liabilities
Accounts Payable and Accrued Expenses$60,259$57,979▼ $2,280
Deferred Revenue$12,500$26,300▲ $13,800
Total Liabilities$72,759$84,279▲ $11,520
Net Assets / Fund Balance
Unrestricted Net Assets$812,813$790,175▼ $22,638
Total Net Assets Fund Balance$812,813$790,175▼ $22,638
Total Liabilities and Net Assets / Fund Balance$885,572$874,454▼ $11,118

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$30,703$30,703
Other Securities$525,716--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elissa ShermanPresidentFT$171,429$21,356$192,785

Board Members and Trustees

NameTitle
Christopher SintrosChair
Aline RussottoChair-elect
Jered StewartImmediate Past Chair
Alexandra SchweitzerTrustee
Anne ThomasTrustee
Betsy MullenTrustee
Caren SilverliebTrustee
David BeckerTrustee
Gerard FoleyTrustee
Kathy SeamanTrustee
Lauren ScruggsTrustee
Lisa KubiakTrustee
Marianne DeloreyTrustee
Nicole BreslinTrustee
Scott ArielTrustee
Adam BermanTrustee (until 06/2018)
Anne MarchettaTrustee (until 10/2018)
Anne DoyleClerk
Kristine DonnellyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,095
Program Service Revenue
$639,402
Investment Income
$32,470
Other Revenue
$1,519
Change in Net Assets
$30,730

Audited Revenue Reconciliation

Revenue per Audited Statements
$673,206
Revenue Not Reported on Financial Statements
$5,280
Revenue Not Reported on Form 990
$-53,368
Other Revenue Adjustments
$-1,154
Total Revenue per Audited Statements
$619,838
Total Revenue per Form 990
$678,486
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$400,614
Other Expenses$247,142
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$192,785
Other Salaries and Wages---$160,492
Conferences and Meetings---$89,003
Occupancy---$31,305
Fees for Services Lobbying---$24,000
Payroll Taxes---$22,675
Fees for Services Other---$22,219
Other Employee Benefits---$20,356
Office Expenses---$13,527
Travel---$10,840
Information Technology---$10,693
Fees for Services Accounting---$8,992
Fees for Service Investment Mgmnt Fees---$6,434
Pension Plan Contributions---$4,306
Insurance---$3,445
Other Expenses---$1,200
Depreciation Depletion---$362
Fees for Services Management---$205
Total Functional Expenses$0$0$0$647,756

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$647,756
Total Expenses per Audited Statements$642,476
Expenses per Audited Statements$641,322
Expenses Not Reported on Financial Statements$6,434
Expenses Not Reported on Form 990$1,154
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,154
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Total Nondeductible Lobbying and Political Cost$57,298
Current Year Nondeductible Lobbying and Political Cost$40,400
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Members are charitable homes for the aging, municipal homes for the aging, and other nonprofit institutions or organizations, and the sponsors of such organizations that provide care, services and/or housing for the aging in the commonwealth of massachusetts. Affiliates are individuals, organizations, corporations and agencies, for-profit and nonprofit organizations that do not qualify for member status but have demonstrated an interest in the purposes of the corporation.”

Form 990, Part VI, Section A, Line 7A

“Members are eligible to vote for board members and officers at the annual meeting. Affiliates do not have voting rights in corporation matters.”

Form 990, Part VI, Section A, Line 7B

“Any amendment of the bylaws that adversely affects the rights of the members under the bylaws must be approved by the members before such amendment becomes effective.”

Form 990, Part VI, Section B, Line 11B

“An electronic version of the form 990 is forwarded to officers for their review and approval. The board has the opportunity to review the complete form 990 before the return is filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“All board members are issued a conflict of interest statement at the beginning of the year and are asked to submit it to the president who maintains the files in the office.”

Form 990, Part VI, Section B, Line 15A

“The salary for the organization's president is determined by surveys and comparison to other organizations. The salary is approved by the board and documented the deliberation and decision process is documented in the minutes to the meeting.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Leadingage Massachusetts Inc
EIN
04-2519931
Phone
6172442999
Address
246 WALNUT STREET NO 203, NEWTON, MA 02460

Signing Officer

Name
Elissa Sherman
Title
President
Phone
6172442999
Signed
2019-09-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elissa Sherman
Formed
1976
Legal Domicile
Ma
Voting Board Members
18
Independent Board Members
17
Employees
4
Volunteers
40

Preparer

Firm
Cliftonlarsonallen Llp
Address
300 CROWN COLONY DRIVE SUITE 310, QUINCY, MA 02169
Preparer
Timothy Warren
Phone
6179848100
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The association is a nonprofit corporation as described in section 501(c)(6) of the internal revenue code and is exempt from federal and state income taxes on related income pursuant to section 501(a) of the internal revenue code. The financial statements do not include a provision for income taxes because the organization is a tax exempt organization. The association's tax years are generally open for examination by the federal and state taxing authorities for three years following the date filed.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Reclass of fundraising event expense -1,154.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Reclass of fundraising event expense 1,154.”

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IRS990/Desc0LEADINGAGE MASSACHUSETTS, IS THE ONLY ORGANIZATION REPRESENTING THE FULL CONTINUUM OF MISSION-DRIVEN, NOT-FOR-PROFIT PROVIDERS OF HEALTH CARE, HOUSING, AND SERVICES FOR OLDER PERSONS IN MASSACHUSETTS. MEMBERS OF LEADINGAGE MASSACHUSETTS PROVIDE HOUSING AND SERVICES TO MORE THAN 25,000 OLDER PERSONS IN THE COMMONWEALTH EACH YEAR. THE SERVICES AND SETTINGS OFFERED BY LEADINGAGE MASSACHUSETTS MEMBERS INCLUDE: CONTINUING CARE RETIREMENT COMMUNITIES, SKILLED NURSING AND REHABILITATION FACILITIES, RESIDENTIAL CARE FACILITIES, ASSISTED LIVING RESIDENCES, INDEPENDENT, CONGREGATE AND SUPPORTIVE SENIOR HOUSING, PACE PROGRAMS, HOME HEALTH SERVICES, ADULT DAY HEALTH AND TRANSPORTATION.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIR-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt4CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE (UNTIL 06/2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE (UNTIL 10/2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01976
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt05095
IRS990/FundraisingDirectExpensesAmt01154
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt018471
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0185118
IRS990/GrossReceiptsAmt0846287
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt010693
IRS990/InsuranceGrp/TotalAmt03445
IRS990/InvestmentIncomeGrp/ExclusionAmt013999
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013999
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0516586
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0538341
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt030703
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0361
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt030703
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0166647
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF LEADINGAGE MASSACHUSETTS IS TO EXPAND THE WORLD OF POSSIBILITIES FOR AGING. CONTINUED ON SCHEDULE OWE STRIVE FOR THIS BY LEADING IN INNOVATIVE PRACTICES THAT TRANSFORM HOW WE CARE FOR OUR AGING POPULATION, SPEAR-HEADING CUTTING-EDGE INITIATIVES TO DEVELOP SERVICES THAT MEET OLDER ADULTS' NEEDS AND PREFERENCES, AND ADVOCATING TO ADVANCE THE INTERESTS OF THE AGING CONSUMER.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0812813
IRS990/NetAssetsOrFundBalancesEOYAmt0790175
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt018471
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt018471
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-1154
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-1154
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-53368
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/TotalAmt031305
IRS990/OfficeExpensesGrp/TotalAmt013527
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04308
IRS990/OtherAssetsTotalGrp/EOYAmt04308
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt020356
IRS990/OtherExpensesGrp/Desc0EDUCATION EXPENSES
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/TotalAmt021929
IRS990/OtherExpensesGrp/TotalAmt12988
IRS990/OtherExpensesGrp/TotalAmt21200
IRS990/OtherRevenueMiscGrp/BusinessCd0541900
IRS990/OtherRevenueMiscGrp/Desc0JOB POSTINGS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02673
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02673
IRS990/OtherRevenueTotalAmt02673
IRS990/OtherSalariesAndWagesGrp/TotalAmt0160492
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt022675
IRS990/PensionPlanContributionsGrp/TotalAmt04306
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03824
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02505
IRS990/PrincipalOfficerNm0ELISSA SHERMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1541900
IRS990/ProgramServiceRevenueGrp/BusinessCd2561499
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1MEMBER SERVICES
IRS990/ProgramServiceRevenueGrp/Desc2MANAGEMENT FEE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0368449
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1264296
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt26657
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0368449
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1264296
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt26657
IRS990/ProgSrvcAccomActy2Grp/Desc0MANAGEMENT SERVICES - PROVIDING MANAGEMENT SERVICES TO THE LONG-TERM CARE FINANCE ASSOCIATION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt06532
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt06657
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06980
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt026289
IRS990/PYOtherExpensesAmt0315232
IRS990/PYOtherRevenueAmt0-307
IRS990/PYProgramServiceRevenueAmt0679056
IRS990/PYRevenuesLessExpensesAmt020451
IRS990/PYSalariesCompEmpBnftPaidAmt0376335
IRS990/PYTotalExpensesAmt0691567
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0712018
IRS990/ReconcilationRevenueExpnssAmt030730
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0635418
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0272032
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0222046
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AggregateReportedDuesNtcAmt040505
IRS990ScheduleC/AgreeCarryoverPriorYearInd01
IRS990ScheduleC/CarriedOverAmt016793
IRS990ScheduleC/DuesAssessmentsAmt0368449
IRS990ScheduleC/NonDedLbbyngPltclCyovAmt016898
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt040400
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt057298
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0LOBBYISTS ASSIST THE ORGANIZATION IN SETTING UP MEETINGS WITH LEGISLATORS, TRACKING LEGISLATION, AND ASSIST IN COMMUNICATING THE ORGANIZATION'S LEGISLATIVE PRIORITIES TO KEY LEGISLATORS.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE C, PART IV:
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt030703
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt030703
IRS990ScheduleD/ExpensesNotReportedAmt01154
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt06434
IRS990ScheduleD/ExpensesSubtotalAmt0641322
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt06434
IRS990ScheduleD/InvestmentExpensesNotIncldAmt06434
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-53368
IRS990ScheduleD/OtherExpensesIncludedAmt01154
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-1154
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt012625
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1525716
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LONG-TERM INVESTMENT
IRS990ScheduleD/OtherSecuritiesGrp/Desc1LEADINGAGE MASSACHUSETTS IMA
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/RevenueNotReportedAmt0-53368
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt05280
IRS990ScheduleD/RevenueSubtotalAmt0673206
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE. THE FINANCIAL STATEMENTS DO NOT INCLUDE A PROVISION FOR INCOME TAXES BECAUSE THE ORGANIZATION IS A TAX EXEMPT ORGANIZATION. THE ASSOCIATION'S TAX YEARS ARE GENERALLY OPEN FOR EXAMINATION BY THE FEDERAL AND STATE TAXING AUTHORITIES FOR THREE YEARS FOLLOWING THE DATE FILED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RECLASS OF FUNDRAISING EVENT EXPENSE -1,154.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RECLASS OF FUNDRAISING EVENT EXPENSE 1,154.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0538341
IRS990ScheduleD/TotalExpensesPerForm990Amt0647756
IRS990ScheduleD/TotalRevenuePerForm990Amt0678486
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0619838
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0642476
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0171429

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$874,454
Liabilities
$84,279
Net assets
$790,175
Revenue
$678,486
Expenses
$647,756
Net income
$30,730
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.53$0.13$1.41$0.89$0.79$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.40$0.15$1.25$0.80$0.69$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.10$1.09$0.79$0.70$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.27$0.12$1.15$0.69$0.60$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.07$1.02$0.65$0.59$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.13$0.93$0.74$0.68$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.08$0.79$0.68$0.65$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.07$0.81$0.71$0.69$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.07$0.76$0.64$0.63$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.77$0.05$0.73$0.64$0.61$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.10$0.72$0.63$0.59$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.78$0.10$0.68$0.61$0.56$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.03$0.63$0.55
2011Summary only. Only limited summary data is available for this year.$0.63$0.03$0.60$0.57$0.50$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.05$0.53$0.43