Civic Intelligence

Leadingage California

990 • Fiscal year 2016 • EIN 35-2509858

Jul 01, 2015 to Jun 30, 2016 • Filed on May 04, 2017

Organization ProfileWWW.AGING.ORG

View Organization Page

1315 I Street No 100Sacramento, CA 95814

(916) 392-5111

Siviq Scores

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

Liabilities / Assets

88th percentile

0.62x

Higher debt load relative to assets than 88% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

85th percentile

0.57x

Higher debt load relative to revenue than 85% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Net Margin

78th percentile

12%

Higher net margin than 78% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

94th percentile

$365,898

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 16.8% of source-year revenue.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Asset Growth

79th percentile

15%

Faster asset growth than 79% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

61st percentile

5.9%

Faster revenue growth than 61% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$2,027,302

Up $270,398 (+15%) from 2015

Net Assets

Up

$773,809

Up $265,285 (+52%) from 2015

Liabilities

Up

$1,253,493

Up $5,113 (+0.4%) from 2015

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin78th percentile

Revenue

Up

$2,182,632

Up $121,719 (+5.9%) from 2015

Expenses

Up

$1,917,347

Up $364,958 (+24%) from 2015

Net Income

Down

$265,285

Down $243,239 (-48%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2015: $1,756,904Liabilities 2015: $1,248,380Net Assets 2015: $508,5242015Assets 2016: $2,027,302Liabilities 2016: $1,253,493Net Assets 2016: $773,8092016Assets 2017: $4,428,869Liabilities 2017: $3,143,723Net Assets 2017: $1,285,1462017Assets 2018: $3,376,174Liabilities 2018: $1,164,880Net Assets 2018: $2,211,2942018Assets 2019: $4,737,234Liabilities 2019: $1,980,752Net Assets 2019: $2,756,4822019Assets 2020: $5,145,767Liabilities 2020: $1,972,782Net Assets 2020: $3,172,9852020Assets 2021: $6,037,011Liabilities 2021: $2,258,274Net Assets 2021: $3,778,7372021Assets 2022: $4,651,348Liabilities 2022: $1,531,650Net Assets 2022: $3,119,6982022Assets 2023: $4,592,631Liabilities 2023: $959,049Net Assets 2023: $3,633,5822023Assets 2024: $6,442,310Liabilities 2024: $2,592,179Net Assets 2024: $3,850,1312024

Highlighted filing

2016

Assets$2,027,302
Liabilities$1,253,493
Net Assets$773,809
Open 2016 Filing

Operations Trend

Revenue Growth61st percentile

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

$6.0M$4.0M$2.0M$0Revenue 2015: $2,060,913Expenses 2015: $1,552,389Net Income 2015: $508,5242015Revenue 2016: $2,182,632Expenses 2016: $1,917,347Net Income 2016: $265,2852016Revenue 2017: $2,319,185Expenses 2017: $1,809,347Net Income 2017: $509,8382017Revenue 2018: $2,396,699Expenses 2018: $1,788,402Net Income 2018: $608,2972018Revenue 2019: $2,594,605Expenses 2019: $2,049,417Net Income 2019: $545,1882019Revenue 2020: $3,093,250Expenses 2020: $2,919,072Net Income 2020: $174,1782020Revenue 2021: $3,205,170Expenses 2021: $2,718,038Net Income 2021: $487,1322021Revenue 2022: $3,264,349Expenses 2022: $3,255,009Net Income 2022: $9,3402022Revenue 2023: $4,181,570Expenses 2023: $3,843,918Net Income 2023: $337,6522023Revenue 2024: $4,650,271Expenses 2024: $4,560,286Net Income 2024: $89,9852024

Highlighted filing

2016

Revenue$2,182,632
Expenses$1,917,347
Net Income$265,285
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 4, 2017
Return Version
2015v3.0
Gross Receipts
$2,182,632
Mission and Program Overview

Mission

To advance housing, care and services for older adults.

To advance housing and services for older adults and to support and inspire its members through advocacy, education, research and services enabling them to meet the changing needs of their clients and communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$822,308$933,364▲ $111,056
Accounts Receivable$138,233$220,755▲ $82,522
Savings and Temporary Cash Investments$0$100,000▲ $100,000
Land, Buildings, and Equipment, Net$6,719$54,124▲ $47,405
Prepaid Expenses and Deferred Charges$48,803$6,312▼ $42,491
Total Assets$1,756,904$2,027,302▲ $270,398
Other Assets Total$740,841$712,747▼ $28,094
Liabilities
Deferred Revenue$730,813$726,987▼ $3,826
Other Liabilities$306,694$401,788▲ $95,094
Accounts Payable and Accrued Expenses$210,873$124,718▼ $86,155
Total Liabilities$1,248,380$1,253,493▲ $5,113
Net Assets / Fund Balance
Unrestricted Net Assets$508,524$773,809▲ $265,285
Total Net Assets Fund Balance$508,524$773,809▲ $265,285
Total Liabilities and Net Assets / Fund Balance$1,756,904$2,027,302▲ $270,398

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$43,805$470$44,275
Equipment$10,319$3,332$13,651
Other Assets Org$712,747--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joanne HandyPresident/CEO (until 7/15/16)FT$294,693$71,205$365,898
Peter HanselExecutive Director, CalpaceFT$145,502$9,493$154,995
Christopher E DowdyVP, Policy & CommunicationsFT$108,889$15,926$124,815
Brook YcianoControllerPT$45,689-$45,689

Board Members and Trustees

NameTitle
Todd MurchChair
Scot SinclairChair Elect
Jeannee Parker MartinPresident/CEO (hired 6/27/16)
David ReimerVice Chair
Molly M ForrestVice Chair
Jasmine BorregoLeadingage Board Member
Roberta JacobsenLeadingage Board Member
Michael ManleyTrustee
Pam KaufmannAssociate Member
Angelique WilliamsMember
Justin WeberMember
Ronald SchaeferMember
Bill PlattPolicy Advocate
Cheryl a Wilson RhpPolicy Advocate
Jeff KirschnerPolicy Advocate
Jim MertzPolicy Advocate
Deborah HerbertRegional Representative
Keith KasinRegional Representative
Kendra RobertsRegional Representative
Lauren Moulton-beaudryRegional Representative
Nan BoydRegional Representative
Penny MalletteRegional Representative
Tiffany KarlinRegional Representative
Vicki MacgregorRegional Representative
Vito GennaRegional Representative
Claude LowenResident Member
Jack CummingResident Member
Christina CerratoSecretary
Mary StompeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,000
Program Service Revenue
$1,776,274
Investment Income
$6,877
Other Revenue
$389,481
All Other Contributions
$10,000
Change in Net Assets
$265,285
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,077,570
Other Expenses$839,777
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$672,179
Conferences and Meetings---$266,494
Current Officers, Directors, Trustees, and Key Employees---$222,715
Occupancy---$136,404
Other Employee Benefits---$125,324
Fees for Services Other---$121,959
Office Expenses---$76,580
Travel---$66,303
Payroll Taxes---$57,352
Information Technology---$31,937
Fees for Services Accounting---$26,495
Insurance---$14,334
Fees for Services Legal---$13,396
Depreciation Depletion---$2,539
Other Expenses---$2,479
Total Functional Expenses$0$0$0$1,917,347
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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$86,165
Current Year Nondeductible Lobbying and Political Cost$73,630
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Leadingage$401,788
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1

“The composition of the executive committee is as follows; board chair-elect, two vice chairs, secretary, treasurer, immediate past board chair and president/chief executive officer. All members of the executive committee, other than the president/chief executive officer, are members of leadingage california's governing body. Except as may be prohibited by law, the executive committee may act on behalf of the board in its ordinary and routine transaction of business and such other matters as the board may direct. Reports of such transactions must be made to the board.”

Form 990, Part VI, Section A, Line 6

“Voting members consist of nonprofit organizations that have a primary mission of serving seniors or physically disabled and meet certain other criteria specified in aging services of california's bylaws.”

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

“Voting members have the right to elect members to the board of directors.”

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

“Voting members ratify the board member selection as well as approve governing documents, i.e., bylaws, name changes, etc.”

Form 990, Part VI, Section B, Line 11

“A task force comprised of members of the finance committee will review the form 990.”

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

“The organization annually sends all board members the "interested persons" policy. Each board member is expected to complete and sign the statement to assure compliance with the 49 percent limitation on interested persons imposed by the california corporations code.”

Form 990, Part VI, Section B, Line 15

“In 2011, association staff performed a salary review of local associations and referred to the california association executives information for decision-making.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Leadingage California
EIN
35-2509858
Phone
9163925111
Address
1315 I STREET NO 100, SACRAMENTO, CA 95814

Signing Officer

Name
Jeannee Parker Martin
Title
President/CEO
Phone
9163925111
Signed
2017-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeannee Parker Martin
Formed
2014
Legal Domicile
CA
Voting Board Members
28
Independent Board Members
28
Employees
21
Volunteers
28

Preparer

Firm
Gilbert Associates Inc
Address
2880 GATEWAY OAKS DR STE 100, SACRAMENTO, CA 95833
Preparer
Keith R Glen
Phone
9166466464
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 2C

“The process for oversight of the financial statement audit and the process for selection of an independent accountant has not changed from the prior year.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0TO ADVANCE HOUSING AND SERVICES FOR OLDER ADULTS AND TO SUPPORT AND INSPIRE ITS MEMBERS THROUGH ADVOCACY, EDUCATION, RESEARCH AND SERVICES ENABLING THEM TO MEET THE CHANGING NEEDS OF THEIR CLIENTS AND COMMUNITIES.
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IRS990/Form990PartVIISectionAGrp/TitleTxt2POLICY ADVOCATE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4RESIDENT MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6REGIONAL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt7RESIDENT MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8LEADINGAGE BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9POLICY ADVOCATE
IRS990/Form990PartVIISectionAGrp/TitleTxt10POLICY ADVOCATE
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12REGIONAL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt13REGIONAL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt14REGIONAL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt18REGIONAL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt19ASSOCIATE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20REGIONAL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt21LEADINGAGE BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23CHAIR ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt24REGIONAL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt25CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt26REGIONAL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt27REGIONAL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt28CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt29PRESIDENT/CEO (HIRED 6/27/16)
IRS990/Form990PartVIISectionAGrp/TitleTxt30PRESIDENT/CEO (UNTIL 7/15/16)
IRS990/Form990PartVIISectionAGrp/TitleTxt31VP, POLICY & COMMUNICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt32EXECUTIVE DIRECTOR, CALPACE
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,027,302
Liabilities
$1,253,493
Net assets
$773,809
Revenue
$2,182,632
Expenses
$1,917,347
Net income
$265,285
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.44$2.59$3.85$4.65$4.56$0.09
2023Detailed filing. Detailed filing data is available for this year.$4.59$0.96$3.63$4.18$3.84$0.34
2022Detailed filing. Detailed filing data is available for this year.$4.65$1.53$3.12$3.26$3.26$0.01
2021Detailed filing. Detailed filing data is available for this year.$6.04$2.26$3.78$3.21$2.72$0.49
2020Detailed filing. Detailed filing data is available for this year.$5.15$1.97$3.17$3.09$2.92$0.17
2019Detailed filing. Detailed filing data is available for this year.$4.74$1.98$2.76$2.59$2.05$0.55
2018Detailed filing. Detailed filing data is available for this year.$3.38$1.16$2.21$2.40$1.79$0.61
2017Detailed filing. Detailed filing data is available for this year.$4.43$3.14$1.29$2.32$1.81$0.51
2016Detailed filing. Detailed filing data is available for this year.$2.03$1.25$0.77$2.18$1.92$0.27
2015Detailed filing. Detailed filing data is available for this year.$1.76$1.25$0.51$2.06$1.55$0.51