Nonprofit · EIN 84-2482935
LEADINGAGE TEXAS HEALTH PLAN
Tax-exempt · AUSTIN, TX 78756
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $8,960,632 | $9,110,683 | -$150,051 | $1,100,708 | $31,652 | $1,069,056 |
| December 31, 2023 | 990 | $8,959,862 | $9,607,335 | -$647,473 | $997,520 | $433,458 | $564,062 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $8,854,605
- Investment income
- $6,027
- Other revenue
- $100,000
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $7,135,232
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $41,035
- Accounting fees
- $74,962
Balance sheet and other
- Total assets, start of year
- $997,520
- Total assets, end of year
- $1,100,708
- Total liabilities, end of year
- $31,652
- Net assets, end of year
- $1,069,056
- Gross receipts
- $8,960,632
- Employees
- 0
- Volunteers
- 10
- Year formed
- 2019
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| GEORGE LINIAL | EXECUTIVE TRUSTEE Trustee or director, Officer | 1 | $0 | $280,290 | $38,293 |
| CRYSTAL LAZA | DEPUTY EXECUTIVE TRUSTEE Trustee or director, Officer | 1 | $0 | $156,035 | $16,204 |
| JOHN RUSSELL CREWS | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PATRICK PHEIFER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| NICOLE GANN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TINA BALLARD | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KRISTIE BOILES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SHERYL CALLAHAN | DIRECTOR (TERMED 8/2024) Trustee or director | 1 | $0 | $0 | $0 |
| ROQUE CHRISTENSEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PATRICK CRUMP | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DEBORAH GOODMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GRADY MULLINS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BETHANY SISNEROZ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| GEORGE LINIAL | EXECUTIVE TRUSTEE Trustee or director, Officer | 1 | $0 | $258,369 | $38,293 |
| CRYSTAL LAZA | DEPUTY EXECUTIVE TRUSTEE Trustee or director, Officer | 1 | $0 | $146,420 | $19,830 |
| JOHN RUSSELL CREWS | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PATRICK PHEIFER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| NICOLE GANN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TINA BALLARD | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KRISTIE BOILES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SHERYL CALLAHAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROQUE CHRISTENSEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PATRICK CRUMP | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DEBORAH GOODMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GRADY MULLINS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BETHANY SISNEROZ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2205 HANCOCK DR, AUSTIN, TX 78756-2508
- In care of
- % GEORGE LINIAL
- Principal officer (990 for 2024)
- GEORGE LINIAL, 2205 HANCOCK DR, AUSTIN, TX 78756
- Signed the 990
- GEORGE LINIAL, EXECUTIVE TRUSTEE
- Phone
- (512) 467-2242
- Website
- WWW.LEADINGAGETEXAS.ORG
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
TO PROVIDE EXCELLENT, AFFORDABLE EMPLOYEE HEALTH INSURANCE AND ANCILLARY BENEFIT OPTIONS FOR LEADINGAGE TEXAS MEMBERS AND THEIR EMPLOYEES.
Program accomplishments
- THE PLAN PROVIDED AFFORDABLE HEALTH INSURANCE AND ANCILLARY BENEFIT OPTIONS TO ELIGIBLE EMPLOYEES AND COVERED DEPENDENTS OF LEADINGAGE TEXAS MEMBER EMPLOYERS.0
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 84-2482935
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $1,100,708
- Income (IRS master file)
- $8,960,632
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $8,960,632 | $9,110,683 | $1,100,708 | XML |
| 990 | December 2023 | $8,959,862 | $9,607,335 | $997,520 | XML |
| 990 | December 2022 | $10,258,460 | $10,536,482 | $1,182,864 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-2482935).
Questions about LEADINGAGE TEXAS HEALTH PLAN
- What is the EIN of LEADINGAGE TEXAS HEALTH PLAN?
- The employer identification number (EIN) of LEADINGAGE TEXAS HEALTH PLAN is 84-2482935.
- Is LEADINGAGE TEXAS HEALTH PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2021.
- Are donations to LEADINGAGE TEXAS HEALTH PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does LEADINGAGE TEXAS HEALTH PLAN file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LEADINGAGE TEXAS HEALTH PLAN due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEADINGAGE TEXAS HEALTH PLAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of LEADINGAGE TEXAS HEALTH PLAN?
- The 990 for the year ended December 31, 2024 names GEORGE LINIAL.
- Who are the officers and directors of LEADINGAGE TEXAS HEALTH PLAN?
- The 990 for the year ended December 31, 2024 lists 13 people; 0 received compensation from the organization.
- How much revenue does LEADINGAGE TEXAS HEALTH PLAN have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $8,960,632, expenses of $9,110,683 and total assets of $1,100,708 at year end.
Other nonprofits in AUSTIN
- HENSEL PHELPS CONSTRUCTION CO EMPLOYEE BENEFIT TR EIN 26-6902736 · last filed 990 for 2025
- GRANITE CONSTRUCTION INCORPORATED EMPLOYEE BENEFIT TR EIN 27-4368826 · last filed 990 for 2025
- SCOTTISH RITE EDUCATIONAL ASSOCIATION OF TEXAS EIN 74-1109642 · last filed 990 for 2025
- HEALTH ALLIANCE FOR AUSTIN MUSICIANS EIN 80-0147620 · last filed 990 for 2024
- SAN ANTONIO POLICE OFFICERS AND FIREFIGHTERS BENEFIT PL AND TR EIN 74-2937113 · last filed 990 for 2024
- CLEAT BENEFIT TRUST EIN 74-2352970 · last filed 990 for 2024
- SHERIFFS ASSOCIATION OF TEXAS INC EIN 74-0896285 · last filed 990 for 2024
- FORT HILL NATURAL GAS AUTHORITY VOLUNTARY EMPLOYEE BENEFICIARY EIN 45-3778436 · last filed 990 for 2025
All nonprofits in AUSTIN · Texas · Mutual and membership benefit