2025-10-29T07:22:43-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-01-01 226063278 LEADINGAGE NEW JERSEY LEAD 6094521161 3705 QUAKERBRIDGE ROAD 102 HAMILTON NJ 08619 JAMES W MCCRACKEN PRESIDENT & CEO 6094521161 2025-10-13 1 1 KERRI N BOGDA P00760402 7177404863 2025-10-13 X 2024 2025-03-06 01:10:19Z LEADINGAGE NEW JERSEY & DELAWARE JAMES W MCCRACKEN 3705 QUAKERBRIDGE ROAD 102 HAMILTON NJ 08619 1384095 0 X WWW.LEADINGAGENJDE.ORG X 1931 NJ DEDICATED TO ADVANCING QUALITY AGING SERVICES THROUGH ADVOCACY, EDUCATION AND FELLOWSHIP. 14 14 6 14 12550 0 96141 79305 1049317 1081702 40221 58581 79708 69406 1265387 1288994 11150 0 0 0 556106 599322 0 0 0 491141 534303 1058397 1133625 206990 155369 1723876 2160394 213858 428757 1510018 1731637 X LEADINGAGE NEW JERSEY & DELAWARE IS DEDICATED TO ADVANCING QUALITY AGING SERVICES IN NEW JERSEY & DELAWARE THROUGH ADVOCACY, EDUCATION AND FELLOWSHIP. 0 0 924369 7200 1081702 LEADINGAGE NEW JERSEY & DELAWARE IS THE STATEWIDE ASSOCIATION OF NON-PROFIT SENIOR CARE ORGANIZATIONS THAT IS DEDICATED TO ADVANCING QUALITY AGING SERVICES IN NEW JERSEY & DELAWARE THROUGH ADVOCACY, EDUCATION, AND FELLOWSHIP. FOUNDED IN 1931, LEADINGAGE NEW JERSEY AND ITS MEMBERS BELIEVE IN AFFIRMING THE ENDURING VALUE OF OUR ELDERS TO SOCIETY, TO FAMILY, AND TO THE COMMUNITY, PROMOTING QUALITY, STEWARDSHIP AND CHOICE IN AGING SERVICES, ADVANCING MISSION DRIVEN VALUES, COMPASSIONATE SERVICES AND PUBLIC TRUST, BEING ACCOUNTABLE TO THOSE WE SERVE, AND DEVELOPING ETHICAL LEADERSHIP.CONTINUED ON SCHEDULE O.LEADINGAGE NEW JERSEY & DELAWARE REPRESENTS NOT-FOR-PROFIT NURSING HOMES, ASSISTED LIVING RESIDENCES, RESIDENTIAL HEALTH CARE CENTERS, INDEPENDENT SENIOR HOUSING, AND CONTINUING CARE RETIREMENT COMMUNITIES THROUGHOUT THE ENTIRE STATE. LEADINGAGE NEW JERSEY SERVES MORE THAN 130 MEMBER COMMUNITIES, MANY OF WHICH ARE SUPPORTED THROUGH RELIGIOUS, FRATERNAL, AND GOVERNMENTAL SPONSORSHIP. IN SUPPORT OF ITS MISSION, LEADINGAGE NEW JERSEY & DELAWARE ENCOURAGES COLLABORATION WITH BUSINESSES, COMMUNITIES, STATE AND LOCAL GOVERNMENT, AND OTHER PUBLIC AND PRIVATE ENTITIES ALSO COMMITTED TO ENHANCING QUALITY OF LIFE FOR THE SENIOR CITIZENS OF NEW JERSEY & DELAWARE. LEADINGAGE NEW JERSEY & DELAWARE KEEPS ITS MEMBERSHIP APPRISED OF KEY ISSUES THROUGH VARIOUS MEDIUMS INCLUDING NEWSLETTERS, A WEBSITE LOCATED AT WWW.LEADINGAGENJDE.ORG, AND SOCIAL MEDIA CHANNELS, INCLUDING FACEBOOK AND "X". EDUCATIONAL PROGRAMS ADDRESSING A BROAD ARRAY OF TOPICS PERTINENT TO MEMBERS ARE HELD THROUGHOUT THE YEAR, INCLUDING AN ANNUAL MEETING & EXPOSITION EACH SPRING AND POLICY UPDATE EACH FALL. 924369 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 6 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NJ X JAMES W MCCRACKEN PRESIDENTCEO 6094521161 3705 QUAKERBRIDGE ROAD STE 102 HAMILTON NJ 08619 TERRI WHITE CHAIR 11.00 0.00 X X 0 0 0 BRANDY STEFANCO CHAIR ELECT 1.00 0.00 X X 0 0 0 JORDAN STROHL TREASURER 1.00 0.00 X X 0 0 0 ROBYN CRANDALL TRUSTEE 1.00 0.00 X 0 0 0 KEITH GRADY TRUSTEE 1.00 0.00 X 0 0 0 BETH SPARLING TRUSTEE 1.00 0.00 X 0 0 0 LIZ FANDEL TRUSTEE 1.00 0.00 X 0 0 0 CINDY JACQUES TRUSTEE 1.00 0.00 X 0 0 0 MARY ELLEN BOVE TRUSTEE 1.00 0.00 X 0 0 0 BETTE MCNEE TRUSTEE 1.00 0.00 X 0 0 0 DONNA SCHWARTZMAN TRUSTEE 1.00 0.00 X 0 0 0 MARTIN ROSICA TRUSTEE 1.00 0.00 X 0 0 0 ROBERT BARRY TRUSTEE 1.00 0.00 X 0 0 0 JENNINE RICHMAN TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM ISELE TRUSTEE (UNTIL 6/24) 1.00 0.00 X 0 0 0 ROBBIE VOLOSHIN TRUSTEE (UNTIL 3/24) 1.00 0.00 X 0 0 0 JAMES W MCCRACKEN PRESIDENT/CEO 35.00 0.00 X 214078 0 32478 MEAGAN GLASER VICE PRESIDENT 35.00 0.00 X 131404 0 8795 345482 0 41273 2 0 1 0 0 4305 75000 79305 MEMBERSHIP DUES 900099 825164 825164 ANNUAL MEETING 900099 182930 182930 LEADINGAGE COMMISSIONS 561439 54048 54048 EDUCATIONAL PROGRAMS 611600 19560 19560 1081702 52666 52666 73696 67781 5915 5915 5915 56410 4305 27320 29090 29090 SPECIAL PROGRAMS 900099 16065 16065 MEMBERSHIP DIRECTORY 541800 12550 12550 AWARD CEREMONY 900099 10500 10500 1201 1201 40316 1288994 1081702 12550 115437 X 246555 197245 49310 272041 217633 54408 13015 10412 2603 32838 26270 6568 34873 27899 6974 3672 2937 735 40588 32470 8118 60000 48000 12000 9691 9691 126224 100979 25245 1257 1006 251 16012 10578 5434 29898 23918 5980 40894 32715 8179 31901 25520 6381 102169 102169 2661 2661 10583 8466 2117 EDUCATION PROGRAMS 34589 34589 MEMBERSHIP DATABASE 9604 7683 1921 GRANT EXPENSES 7200 7200 DUES & SUBSCRIPTIONS 4086 4062 24 3274 2618 656 1133625 924369 209256 0 7722 4162 500228 367205 3265 115 9832 6810 214530 199413 2616 15117 1060360 1671297 54000 54000 85853 41688 1723876 2160394 116835 58260 19380 336289 77643 34208 213858 428757 X 1498411 1716884 11607 14753 1510018 1731637 1723876 2160394 155369 66250 0 X 1 X 0 1 0 X 17280 106559 51917 96141 79305 351202 840738 899840 1009215 1049317 1081702 4880812 858018 1006399 1061132 1145458 1161007 5232014 0 0 0 5232014 15818 17774 13197 38641 52666 138096 8103 8103 23921 17774 13197 38641 52666 146199 7800 73144 69158 83039 84176 317317 889739 1097317 1143487 1267138 1297849 5695530 0.91860 0.92500 0.02570 0.02170 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: AWARDS CEREMONY - 2021 AMOUNT: $ 7,500. 2022 AMOUNT: $ 3,440. 2023 AMOUNT: $ 6,650. 2024 AMOUNT: $ 10,500. CAREER PLACEMENT ADS - 2020 AMOUNT: $ 3,000. 2021 AMOUNT: $ 3,175. 2022 AMOUNT: $ 2,000. 2023 AMOUNT: $ 250. 2024 AMOUNT: $ 700. GROSS NON-CHARITABLE FUNDRAISING INCOME - 2021 AMOUNT: $ 46,110. 2022 AMOUNT: $ 39,798. 2023 AMOUNT: $ 46,239. 2024 AMOUNT: $ 56,410. MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 1,000. 2021 AMOUNT: $ 634. 2022 AMOUNT: $ 320. 2024 AMOUNT: $ 501. SPECIAL PROGRAMS - 2020 AMOUNT: $ 3,800. 2021 AMOUNT: $ 15,725. 2022 AMOUNT: $ 23,600. 2023 AMOUNT: $ 29,900. 2024 AMOUNT: $ 16,065. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 60000 60000 1073625 1133625 188363 47091 0 0 149176 170497 180840 188363 688876 1033314 36000 36000 60000 60000 192000 37294 42624 45210 47091 172219 258329 214530 199413 15117 15117 OPERATING LEASE OBLIGATION 34208 34208 X 1372873 66250 -9691 56559 1316314 -27320 -27320 1288994 1151254 27320 27320 1123934 9691 9691 1133625 PART X, LINE 2: THE ASSOCIATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES NETTED AGAINST REVENUE ON FINANCIALS -9,691. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -27,320. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 27,320. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES NETTED AGAINST REVENUE ON FINANCIALS 9,691. GOLF OUTING 60715 4305 56410 8257 15255 3808 60715 4305 56410 8257 15255 3808 27320 29090 X X 0 0 0 0 0 0 0 1 0 JAMES W MCCRACKEN PRESIDENT/CEO 184078 0 30000 0 0 0 8579 0 23899 0 246556 0 0 0 PART I, LINE 7 INCENTIVE COMPENSATION IS DECIDED BASED UPON VARIOUS NON-FINANCIAL CRITERIA. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE PRESIDENT/CEO AND IS THEN EMAILED TO THE FINANCE COMMITTEE TO REVIEW AND APPROVE. ONCE THE FINANCE COMMITTEE HAS APPROVED THE FORM 990, IT IS SENT TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER AND OFFICER SIGNS A FORM ANNUALLY STATING THAT THEY RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY AND MUST DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS. FAMILY AND BUSINESS RELATIONSHIPS ARE EXPRESSLY MENTIONED IN THE POLICY. A LEADINGAGE NEW JERSEY STAFF MEMBER COLLECTS AND REVIEWS THE SIGNED STATEMENTS TO ENSURE THAT ALL BOARD MEMBERS AND OFFICERS HAVE COMPLETED THE FORM. ONCE A CONFLICT IS DISCLOSED, THE DISINTERESTED MEMBERS OF THE BOARD OF TRUSTEES DETERMINE IF A CONFLICT OF INTEREST EXISTS. THE AFFECTED BOARD MEMBER IS NOT ALLOWED TO VOTE ON ANY MATTER PERTAINING TO THE CONFLICT OF INTEREST, AND THE DISINTERESTED MEMBERS WILL DECIDE WHETHER APPROPRIATE ACTION NEEDS TO BE TAKEN. FORM 990, PART VI, SECTION B, LINE 15A THE GOALS AND OBJECTIVES FOR THE PRESIDENT/CEO ARE SET BY THE BOARD WHICH IS COMPRISED OF EXECUTIVES OF NOT-FOR-PROFIT ORGANIZATIONS. THE BOARD TAKES SALARIES PAID BY SIMILIAR ORGANIZATIONS INTO CONSIDERATION WHEN RECOMMENDING ANY SALARY INCREASE FOR THE PRESIDENT/CEO. THE DECISIONS ARE DOCUMENTED IN THE MINUTES OF THE MEETING. SALARIES FOR OTHER EMPLOYEES ARE DETERMINED ANNUALLY IN CONJUNCTION WITH THE REVIEW PROCESS OF THE UPCOMING YEAR'S BUDGET DURING THE BOARD MEETING. THE BOARD APPROVES THE AGGREGATE AMOUNT AVAILABLE FOR SALARY INCREASES, AND THE PRESIDENT/CEO DETERMINES INDIVIDUAL SALARY INCREASES. 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. FORM 990, PART IX, LINE 11G PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 2,724. MANAGEMENT AND GENERAL EXPENSES 681. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,405. MERCHANT SERVICES: PROGRAM SERVICE EXPENSES 7,296. MANAGEMENT AND GENERAL EXPENSES 1,824. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,120. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 48,819. MANAGEMENT AND GENERAL EXPENSES 12,205. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 61,024. CONSULTANTS: PROGRAM SERVICE EXPENSES 42,140. MANAGEMENT AND GENERAL EXPENSES 10,535. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 52,675.