Civic Intelligence

Leadingage Oregon

990 • Fiscal year 2022 • EIN 93-0747109

Jul 01, 2021 to Jun 30, 2022 • Filed on May 11, 2023

7340 SW Hunziker Ste 104Tigard, OR 97223

(503) 684-3788

Siviq Scores

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

Liabilities / Assets

34th percentile

0.06x

Higher debt load relative to assets than 34% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

34th percentile

0.08x

Higher debt load relative to revenue than 34% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2022

Net Margin

24th percentile

-3.7%

Higher net margin than 24% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

66th percentile

$187,471

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 13.3% of source-year revenue.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2022

Asset Growth

18th percentile

-11%

Faster asset growth than 18% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

36th percentile

1.7%

Faster revenue growth than 36% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$1,775,824

Down $221,073 (-11%) from 2021

Net Assets

Down

$1,663,669

Down $181,413 (-9.8%) from 2021

Liabilities

Down

$112,155

Down $39,660 (-26%) from 2021

Revenue

Up

$1,411,323

Up $23,599 (+1.7%) from 2021

Expenses

Up

$1,464,183

Up $139,784 (+11%) from 2021

Net Income

Down

-$52,860

Down $116,185 (-183%) from 2021

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $930,026Liabilities 2011: $65,568Net Assets 2011: $864,4582011Assets 2012: $1,009,806Liabilities 2012: $96,701Net Assets 2012: $913,1052012Assets 2013: $1,046,305Liabilities 2013: $83,480Net Assets 2013: $962,8252013Assets 2014: $1,122,815Liabilities 2014: $107,546Net Assets 2014: $1,015,2692014Assets 2015: $1,239,393Liabilities 2015: $87,469Net Assets 2015: $1,151,9242015Assets 2016: $1,409,914Liabilities 2016: $113,940Net Assets 2016: $1,295,9742016Assets 2017: $1,538,580Liabilities 2017: $111,115Net Assets 2017: $1,427,4652017Assets 2018: $1,601,859Liabilities 2018: $98,652Net Assets 2018: $1,503,2072018Assets 2019: $1,693,447Liabilities 2019: $110,546Net Assets 2019: $1,582,9012019Assets 2020: $1,813,033Liabilities 2020: $166,216Net Assets 2020: $1,646,8172020Assets 2021: $1,996,897Liabilities 2021: $151,815Net Assets 2021: $1,845,0822021Assets 2022: $1,775,824Liabilities 2022: $112,155Net Assets 2022: $1,663,6692022Assets 2023: $1,776,525Liabilities 2023: $123,563Net Assets 2023: $1,652,9622023Assets 2024: $1,935,127Liabilities 2024: $153,033Net Assets 2024: $1,782,0942024

Highlighted filing

2022

Assets$1,775,824
Liabilities$112,155
Net Assets$1,663,669

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,437,866Expenses 2011: $1,356,964Net Income 2011: $80,9022011Revenue 2012: $1,422,934Expenses 2012: $1,374,287Net Income 2012: $48,6472012Expenses 2013: $1,422,0412013Revenue 2014: $1,480,091Expenses 2014: $1,427,647Net Income 2014: $52,4442014Revenue 2015: $1,470,580Expenses 2015: $1,333,925Net Income 2015: $136,6552015Revenue 2016: $1,472,803Expenses 2016: $1,328,753Net Income 2016: $144,0502016Revenue 2017: $1,514,930Expenses 2017: $1,412,180Net Income 2017: $102,7502017Revenue 2018: $1,476,977Expenses 2018: $1,435,347Net Income 2018: $41,6302018Revenue 2019: $1,492,627Expenses 2019: $1,427,301Net Income 2019: $65,3262019Revenue 2020: $1,357,403Expenses 2020: $1,241,518Net Income 2020: $115,8852020Revenue 2021: $1,387,724Expenses 2021: $1,324,399Net Income 2021: $63,3252021Revenue 2022: $1,411,323Expenses 2022: $1,464,183Net Income 2022: -$52,8602022Revenue 2023: $1,581,445Expenses 2023: $1,634,558Net Income 2023: -$53,1132023Revenue 2024: $1,871,446Expenses 2024: $1,820,929Net Income 2024: $50,5172024

Highlighted filing

2022

Revenue$1,411,323
Expenses$1,464,183
Net Income-$52,860
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 11, 2023
Return Version
2021v4.2
Gross Receipts
$1,557,253
Mission and Program Overview

Mission

To serve as a resource and support members providing quality housing, health, community and related services to the elderly and disabled.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$917,746$951,307▲ $33,561
Cash and Non-Interest-Bearing Accounts$710,665$546,514▼ $164,151
Savings and Temporary Cash Investments$315,196$154,503▼ $160,693
Accounts Receivable$13,338$64,233▲ $50,895
Prepaid Expenses and Deferred Charges$16,989$16,561▼ $428
Land, Buildings, and Equipment, Net$2,713$1,647▼ $1,066
Total Assets$1,996,897$1,775,824▼ $221,073
Other Assets Total$20,250$41,059▲ $20,809
Liabilities
Accounts Payable and Accrued Expenses$121,425$99,435▼ $21,990
Deferred Revenue$30,390$12,720▼ $17,670
Total Liabilities$151,815$112,155▼ $39,660
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,581,587$1,506,139▼ $75,448
Net Assets With Donor Restrictions$263,495$157,530▼ $105,965
Total Net Assets Fund Balance$1,845,082$1,663,669▼ $181,413
Total Liabilities and Net Assets / Fund Balance$1,996,897$1,775,824▼ $221,073

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,647$42,707$44,354
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ruth GulyasCEOFT$169,854$17,617$187,471

Board Members and Trustees

NameTitle
Dena HiltonImm Past President
Vassar ByrdPresident
Todd EnglePresident Elect
JUDY O'DONNELLDirector
Kimberly FusonDirector
Lisa WarnockDirector
Matt HartleyDirector
Sarah LongDirector
Sharon MccartneyDirector
Kristin MilliganCEO
Cliff MarsTreasurer
Susan PlatteVP of Ccrcs
Lynnette AlvaradoVP of Comm. Alf/rcf
David LewisVP of Comm. Ser.
Doug WilliamsVP of Housing
Erin CornellVP of Nursing
Revenue and Support

Revenue Composition

Contributions and Grants
$671,573
Program Service Revenue
$669,365
Investment Income
$27,885
Other Revenue
$42,500
Change in Net Assets
$-52,860
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,100,005
Salaries, Compensation, and Employee Benefits$364,178
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$156,515$39,128-$195,643
Other Salaries and Wages$98,702$24,676-$123,378
Conferences and Meetings$98,353--$98,353
All Other Expenses$45,330$1,381-$46,711
Other Expenses$36,000--$36,000
Fees for Services Legal-$34,486-$34,486
Occupancy$30,332$3,370-$33,702
Office Expenses$30,194$3,355-$33,549
Fees for Services Accounting-$33,309-$33,309
Pension Plan Contributions$22,524$5,631-$28,155
Fees for Service Investment Mgmnt Fees-$11,061-$11,061
Other Employee Benefits$7,947$1,987-$9,934
Payroll Taxes$5,654$1,414-$7,068
Insurance$6,273$697-$6,970
Depreciation Depletion$1,066--$1,066
Total Functional Expenses$1,303,688$160,495$0$1,464,183
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization is an association with members.

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

Board members are nominated by a committee of the board and then are elected by members at the annual meeting in may.

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

The finance committee reviews the 990 and then sends it electronically to the board for their review.

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

Any violations of the organization's written code of conduct which includes conflicts of interest may result in removal from the board, committee, or task force.

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

The organization's national association (leadingage) has an executive forum that does an annual salary survey of executive directors of state affiliates around the country. The survey is supplied to the committee of the leadingage oregon board that reviews/evaluates the executive director at the time of the executive director evaluation.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Leadingage Oregon
EIN
93-0747109
Phone
5036843788
Address
7340 SW HUNZIKER STE 104, TIGARD, OR 97223

Signing Officer

Name
Kristin Milligan
Title
CEO
Phone
5036843788
Signed
2023-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristin Milligan
Formed
1979
Legal Domicile
Or
Voting Board Members
16
Independent Board Members
16
Employees
4
Volunteers
0

Preparer

Firm
Doty Pruett Wilson Pc
Address
447 STATE STREET, SALEM, OR 97301
Preparer
Andrew D Bertz CPA
Phone
5033629152
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Miscellaneous: program service expenses 23,024. Management and general expenses 0. Fundraising expenses 0. Total expenses 23,024. Staff development: program service expenses 6,264. Management and general expenses 696. Fundraising expenses 0. Total expenses 6,960. Telephone: program service expenses 6,039. Management and general expenses 671. Fundraising expenses 0. Total expenses 6,710. Bank charges: program service expenses 4,441. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,441. Directory: program service expenses 3,242. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,242. Subscriptions: program service expenses 1,053. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,053. Contributions: program service expenses 1,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,000. Postage: program service expenses 127. Management and general expenses 14. Fundraising expenses 0. Total expenses 141. Taxes and licenses: program service expenses 140. Management and general expenses 0. Fundraising expenses 0. Total expenses 140.

Financial Statement Notes

PART X, LINE 2:

The association is a not-for-profit organization that is exempt from income taxes under section 501(c)(6) of the internal revenue code and therefore has made no provision for federal income taxes in the accompanying financial statements. The association had unrelated business income (ubi) from activities not substantially related to the activities or performance of its exempt purpose for advertising revenue. The association's form 990, return of organization exempt from income tax, for the years ending 2021, 2020 and 2019 are subject to examination by the irs, generally 3 years after they were filed.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1IMM PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP OF CCRCS
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP OF HOUSING
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP OF NURSING
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP OF COMM. SER.
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP OF COMM. ALF/RCF
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt16CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt05082
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0151012
IRS990/GrossReceiptsAmt01557253
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0697
IRS990/InsuranceGrp/ProgramServicesAmt06273
IRS990/InsuranceGrp/TotalAmt06970
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt022803
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt022803
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0917746
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0951307
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt042707
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02713
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01647
IRS990/LandBldgEquipCostOrOtherBssAmt044354
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0145930
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0671573
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SERVE AS A RESOURCE AND SUPPORT MEMBERS PROVIDING QUALITY HOUSING, HEALTH, COMMUNITY AND RELATED SERVICES TO THE ELDERLY AND DISABLED.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01845082
IRS990/NetAssetsOrFundBalancesEOYAmt01663669
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt05082
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05082
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-128554
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01581587
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01506139
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/ManagementAndGeneralAmt03370
IRS990/OccupancyGrp/ProgramServicesAmt030332
IRS990/OccupancyGrp/TotalAmt033702
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03355
IRS990/OfficeExpensesGrp/ProgramServicesAmt030194
IRS990/OfficeExpensesGrp/TotalAmt033549
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt020250
IRS990/OtherAssetsTotalGrp/EOYAmt041059
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01987
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07947
IRS990/OtherEmployeeBenefitsGrp/TotalAmt09934
IRS990/OtherExpensesGrp/Desc0MEWA
IRS990/OtherExpensesGrp/Desc1DUES
IRS990/OtherExpensesGrp/Desc2EDUCATIONAL SEMINARS
IRS990/OtherExpensesGrp/Desc3LEGISLATIVE
IRS990/OtherExpensesGrp/ProgramServicesAmt0602944
IRS990/OtherExpensesGrp/ProgramServicesAmt1125275
IRS990/OtherExpensesGrp/ProgramServicesAmt236579
IRS990/OtherExpensesGrp/ProgramServicesAmt336000
IRS990/OtherExpensesGrp/TotalAmt0602944
IRS990/OtherExpensesGrp/TotalAmt1125275
IRS990/OtherExpensesGrp/TotalAmt236579
IRS990/OtherExpensesGrp/TotalAmt336000
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt042500
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt042500
IRS990/OtherRevenueTotalAmt042500
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt024676
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt098702
IRS990/OtherSalariesAndWagesGrp/TotalAmt0123378
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01414
IRS990/PayrollTaxesGrp/ProgramServicesAmt05654
IRS990/PayrollTaxesGrp/TotalAmt07068
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05631
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt022524
IRS990/PensionPlanContributionsGrp/TotalAmt028155
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016989
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016561
IRS990/PrincipalOfficerNm0KRISTIN MILLIGAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624200
IRS990/ProgramServiceRevenueGrp/BusinessCd1624200
IRS990/ProgramServiceRevenueGrp/Desc0DENTAL PLAN
IRS990/ProgramServiceRevenueGrp/Desc1ELDERLY & DISABLED SER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0496979
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1172386
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0496979
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1172386
IRS990/ProgSrvcAccomActy2Grp/Desc0INFORMATION 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. A LEGISLATIVE BRIEF WAS PRODUCED DURING THE LEGISLATIVE SESSION AND NUMEROUS CRITICAL ISSUE AND POLICY UPDATES AS NEEDED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03242
IRS990/ProgSrvcAccomActy3Grp/Desc0OFFERED 98 EDUCATIONAL PROGRAMS ATTENDED BY MORE THAN 528 PARTICIPANTS. PROGRAMS INCLUDED TWO CONFERENCES, A STATEWIDE LEADERSHIP PROGRAM, AN ONLINE ALF/RCF ADMINISTRATOR TRAINING, WEBINARS AND NUMEROUS IN-PERSON WORKSHOPS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0134932
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0214886
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0555816
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt032096
IRS990/PYOtherExpensesAmt0942520
IRS990/PYOtherRevenueAmt059721
IRS990/PYProgramServiceRevenueAmt0740091
IRS990/PYRevenuesLessExpensesAmt063325
IRS990/PYSalariesCompEmpBnftPaidAmt0381879
IRS990/PYTotalExpensesAmt01324399
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01387724
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-52860
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0519782
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0315196
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0154503
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt0671573
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01647
IRS990ScheduleD/EquipmentGrp/DepreciationAmt042707
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt044354
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND THEREFORE HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ASSOCIATION HAD UNRELATED BUSINESS INCOME (UBI) FROM ACTIVITIES NOT SUBSTANTIALLY RELATED TO THE ACTIVITIES OR PERFORMANCE OF ITS EXEMPT PURPOSE FOR ADVERTISING REVENUE. THE ASSOCIATION'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS ENDING 2021, 2020 AND 2019 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY 3 YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01647
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0169854
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt017617

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$0.15$1.78$1.87$1.82$0.05
2023Summary only. Only limited summary data is available for this year.$1.78$0.12$1.65$1.58$1.63$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.78$0.11$1.66$1.41$1.46$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.15$1.85$1.39$1.32$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.17$1.65$1.36$1.24$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.11$1.58$1.49$1.43$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.10$1.50$1.48$1.44$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.11$1.43$1.51$1.41$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.11$1.30$1.47$1.33$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.24$0.09$1.15$1.47$1.33$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.11$1.02$1.48$1.43$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.08$0.96$1.42
2012Summary only. Only limited summary data is available for this year.$1.01$0.10$0.91$1.42$1.37$0.05
2011Summary only. Only limited summary data is available for this year.$0.93$0.07$0.86$1.44$1.36$0.08