Civic Intelligence

Leadingage Florida Inc D/B/A Leadingage Southeast

990 • Fiscal year 2021 • EIN 38-4134079

Dec 01, 2020 to Nov 30, 2021 • Filed on Sep 02, 2022

Organization ProfileWWW.LEADINGAGEFLORIDA.ORG

View Organization Page

1812 Riggins Road No 1Tallahassee, FL 32308

(850) 671-3700

Siviq Scores

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

Liabilities / Assets

99th percentile

1.57x

Higher debt load relative to assets than 99% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

54th percentile

0.23x

Higher debt load relative to revenue than 54% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Net Margin

29th percentile

2.7%

Higher net margin than 29% of similar nonprofits.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

93rd percentile

$369,843

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 14.4% of source-year revenue.

2021 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets99th percentile

Assets

$369,204

No earlier filing loaded for comparison.

Net Assets

-$209,188

No earlier filing loaded for comparison.

Liabilities

$578,392

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin29th percentile

Revenue

$2,561,420

No earlier filing loaded for comparison.

Expenses

$2,491,924

No earlier filing loaded for comparison.

Net Income

$69,496

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MAssets 2021: $369,204Liabilities 2021: $578,392Net Assets 2021: -$209,1882021Assets 2022: $424,697Liabilities 2022: $730,493Net Assets 2022: -$305,7962022Assets 2023: $335,281Liabilities 2023: $828,021Net Assets 2023: -$492,7402023Assets 2024: $350,108Liabilities 2024: $939,839Net Assets 2024: -$589,7312024

Highlighted filing

2021

Assets$369,204
Liabilities$578,392
Net Assets-$209,188
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2021: $2,561,420Expenses 2021: $2,491,924Net Income 2021: $69,4962021Revenue 2022: $2,476,406Expenses 2022: $2,566,066Net Income 2022: -$89,6602022Revenue 2023: $2,694,381Expenses 2023: $2,880,066Net Income 2023: -$185,6852023Revenue 2024: $2,971,980Expenses 2024: $3,068,926Net Income 2024: -$96,9462024

Highlighted filing

2021

Revenue$2,561,420
Expenses$2,491,924
Net Income$69,496
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Sep 2, 2022
Return Version
2020v4.2
Gross Receipts
$2,561,420
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$18,787$130,665▲ $111,878
Accounts Receivable$105,259$120,077▲ $14,818
Cash and Non-Interest-Bearing Accounts$87,556$80,178▼ $7,378
Prepaid Expenses and Deferred Charges$6,875$23,897▲ $17,022
Land, Buildings, and Equipment, Net$0$1,793▲ $1,793
Total Assets$225,477$369,204▲ $143,727
Other Assets Total$7,000$12,594▲ $5,594
Liabilities
Unsecured Notes Loans Payable$216,162$234,113▲ $17,951
Accounts Payable and Accrued Expenses$196,559$188,697▼ $7,862
Deferred Revenue$89,546$155,582▲ $66,036
Total Liabilities$502,267$578,392▲ $76,125
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-276,790$-209,188▲ $67,602
Total Net Assets Fund Balance$-276,790$-209,188▲ $67,602
Total Liabilities and Net Assets / Fund Balance$225,477$369,204▲ $143,727

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,793$199$1,992
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve BahmerPresident/CEOFT$334,972$34,871$369,843
Susan AndersonHighly Compensated EmployeeFT$123,607$23,404$147,011
Tyler SununuHighly Compensated EmployeeFT$120,990$18,432$139,422
Pedro BernalValue First Se Regional MaFT$114,600$23,549$138,149
Dawn JimenezVice President, OperationsFT$122,401$14,271$136,672
Susan LangstonHighly Compensated EmployeeFT$103,021$14,122$117,143
Mary Ellen EarlyHighly Compensated EmployeeFT$107,951-$107,951

Board Members and Trustees

NameTitle
Janet StringfellowAffordable Housing Chair
Kevin SmaageAlf/hcbs Chair
Scott CairnsCcrc Public Policy Chair
Bruce JonesChair
Garry HennisChair-elect
Joel AndersonImmediate Past Chair
Aimee HiltonNursing Home Chair
Alex MaliwackiTrustee
Andrew DujonTrustee
Angela RoherTrustee
Brooke McleanTrustee
Jay SolomonTrustee
Jennifer StevensTrustee
Juana MejiaTrustee
Mauri MizrahiTrustee
Terry RogersTrustee
Troy HartTrustee
Ty MorganTrustee
Teresa ScottSecretary
Steve KramerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,078,933
Investment Income
$1,117
Other Revenue
$481,370
Change in Net Assets
$69,496

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,561,420
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$25,700
Total Revenue per Audited Statements
$2,587,120
Total Revenue per Form 990
$2,561,420
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,578,271
Other Expenses$913,653
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$827,895
Current Officers, Directors, Trustees, and Key Employees---$528,869
Conferences and Meetings---$404,679
Pension Plan Contributions---$133,338
Fees for Services Other---$117,173
Payroll Taxes---$88,169
Fees for Services Legal---$71,482
Fees for Services Accounting---$68,760
Office Expenses---$67,018
Information Technology---$31,915
Travel---$19,249
Advertising---$18,902
Occupancy---$13,843
Insurance---$10,440
Fees for Services Lobbying---$8,582
All Other Expenses---$7,204
Other Expenses---$6,876
Interest---$3,918
Depreciation Depletion---$199
Total Functional Expenses$0$0$0$2,491,924

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,517,625
Expenses per Audited Statements$2,491,924
Total Expenses per Form 990$2,491,924
Expenses Not Reported on Form 990$25,701
Expenses Not Reported on Financial Statements$0
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
Current Year Nondeductible Lobbying and Political Cost$31,605
Total Nondeductible Lobbying and Political Cost$31,605
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 35% controlled entity
No
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 6

“The organization has members comprised of skilled nursing facilities, independent living facilities, low-income affordable housing facilities and assisted living facilities for aging adults in the state of florida.”

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

“Officers and trustees shall be elected by the membership at the annual membership meeting. Region chairs are elected by the members of the applicable region who are eligible to vote.”

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

“Each regular member shall be entitled to one vote, plus one additional vote for each one hundred units/beds, over the first fifty, or a major fraction thereof, upon which dues are paid, in the general assembly of the association. A two-thirds (2/3) majority of votes cast by the voting members present will be necessary to pass any motion.”

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

“Draft copy of irs form 990 filing is reviewed by the finance and audit committee of leadingage florida with recommendation to the board for approval to file, approval to file for extension or recommendation to revise to the board of trustees.”

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

“All expenditures related to new services or products are reviewed and approved based on what benefits the organization.”

Form 990, Part VI, Section B, Line 15

“Compensation of officers and key employees are reviewed and approved by the compensation committee. Persons with conflicts of interest may not approve the compensation. The compensation committee includes the chair, chair-elect, and immediate past chair.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Leadingage Florida Inc
EIN
38-4134079
Phone
8506713700
Address
1812 RIGGINS ROAD NO 1, TALLAHASSEE, FL 32308

Signing Officer

Name
Steve Bahmer
Title
President/CEO
Phone
8506713700
Signed
2022-09-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Bahmer
Formed
2019
Legal Domicile
Fl
Voting Board Members
20
Independent Board Members
20
Employees
13
Volunteers
20

Preparer

Firm
Carr Riggs & Ingram LLC
Address
2633 CENTENNIAL BLVD STE 200, TALLAHASSEE, FL 32308
Preparer
Mark Jones
Phone
8508788777
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Prior period adjustment - difference between tax estimate and tax liability -1,893. Rounding -1.”

990 Part XII Line 2C

“This process has not changed from the prior year”

Financial Statement Notes

PART X, LINE 2:

“Leadingage florida, inc., leadingage florida education foundation, inc., and faha h&s are utilizing the accounting requirements associated with uncertainity in income taxes using the provisions of financial accounting standards board (fasb) asc 740, income taxes. Using that guidance, tax positions initially need to be recognized in the financial statements when it is more-likely-than-not the positions will be sustained upon examination by the tax authorities. It also provides guidance for derecognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. As of november 30, 2021, leadingage florida, inc., leadingage florida education foundation, inc., and faha h&s have no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“ROUNDING 1.”

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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/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12CCRC PUBLIC POLICY CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHAIR-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt14NURSING HOME CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt16TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt17SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt18ALF/HCBS CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt19AFFORDABLE HOUSING CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt20PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt21VICE PRESIDENT, OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt22VALUE FIRST SE REGIONAL MA
IRS990/Form990PartVIISectionAGrp/TitleTxt23HIGHLY COMPENSATED EMPLOYEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24HIGHLY COMPENSATED EMPLOYEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25HIGHLY COMPENSATED EMPLOYEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26HIGHLY COMPENSATED EMPLOYEE
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IRS990/Form990TFiledInd01
IRS990/FormationYr02019
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
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IRS990/InsuranceGrp/TotalAmt010440
IRS990/InterestGrp/TotalAmt03918
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01117
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IRS990/LandBldgEquipCostOrOtherBssAmt01992
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt04145
IRS990/MissionDesc0TO 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.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NetUnrelatedBusTxblIncmAmt053365
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-209188
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IRS990/OccupancyGrp/TotalAmt013843
IRS990/OfficeExpensesGrp/TotalAmt067018
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherChangesInNetAssetsAmt0-1894
IRS990/OtherExpensesGrp/Desc0FEDERAL INCOME TAX
IRS990/OtherExpensesGrp/Desc1EDUCATIONAL PROGRAMMING
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3SERVICE CONTRACTS
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IRS990/OtherExpensesGrp/TotalAmt137037
IRS990/OtherExpensesGrp/TotalAmt222096
IRS990/OtherExpensesGrp/TotalAmt36876
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IRS990/PrincipalOfficerNm0STEVE BAHMER
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IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
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IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1ANNUAL AND REGIONAL ME
IRS990/ProgramServiceRevenueGrp/Desc2EXHIBITS
IRS990/ProgramServiceRevenueGrp/Desc3COST REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/Desc4EDUCATIONAL PROGRAMMIN
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1338966
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2176200
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3149857
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt476138
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01337772
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1338966
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2176200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3149857
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt476138
IRS990/ProgSrvcAccomActy2Grp/Desc0APPROPRIATIONS FOR THE MEMBERSHIP ANNUAL MEETINGS INCLUDING ROOM RENTALS, AUDIO/VISUAL RENTAL, TRAVEL, LEADERSHIP SPEAKERS, AND ADDITIONAL ACTIVITIES TO BRING LEADINGAGE FLORIDA'S MEMBERSHIP TOGETHER.
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IRS990/PYOtherExpensesAmt0580199
IRS990/PYOtherRevenueAmt0209338
IRS990/PYProgramServiceRevenueAmt01741725
IRS990/PYRevenuesLessExpensesAmt0-276790
IRS990/PYSalariesCompEmpBnftPaidAmt01648192

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$369,204
Liabilities
$578,392
Net assets
-$209,188
Revenue
$2,561,420
Expenses
$2,491,924
Net income
$69,496
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.94$0.59$2.97$3.07$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.34$0.83$0.49$2.69$2.88$0.19
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.73$0.31$2.48$2.57$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.37$0.58$0.21$2.56$2.49$0.07