2024-11-12T15:15:01-06:00 2023-12-31 731049855 ENGELBACH ROBERTS & CO PLLC 4000 CLASSEN CTR STE 100C OKLAHOMA CITY OK 73118 990 2023-01-01 731485932 LEADINGAGE OKLAHOMA LEAD 4056408040 PO BOX 1383 EL RENO OK 73036 CLAIRE DOWERS-NICHOLS EXEC DIR 4056408040 2024-11-12 1 0 DENNIS D GALYON P00265411 4055284000 2023 2024-10-15 13:58:12Z CLAIRE DOWERS-NICHOLS PO BOX 1383 EL RENO OK 73036 615360 0 X WWW.LEADINGAGEOK.ORG X 1995 OK TRADE ASSOCIATION OF HOMES AND SERVICES FOR THE AGING. 9 9 7 9 0 0 47600 0 363540 519367 16027 0 11688 95993 438855 615360 0 0 0 0 294133 338779 0 0 0 123237 361300 417370 700079 21485 -84719 362888 278168 1814 1814 361074 276354 X OUR MISSION IS TO ADVANCE POLICIES AND IDEAS TO EMPOWER AGING SERVICES PROVIDERS. 0 0 LEADINGAGE OKLAHOMA REPRESENTS AN ASSOCIATION OF MEMBERS WHO ARE FORWARD-THINKING IN SHAPING THE FUTURE OF THE LONG-TERM CARE PROFESSION.OUR MEMBERS LEAD IN INNOVATIVE PRACTICES THAT TRANSFORM HOW WE CARE FOR OUR AGING POPULATION, CUTTING-EDGE INITIATIVES TO DEVELOP SERVICES THAT MEET THE NEEDS AND PREFERENCES OF OLDER ADULTS AND ADVOCACY EFFORTS TO ADVANCE THE INTERESTS OF THE AGING CONSUMER.LEADINGAGE OKLAHOMA IS THE RECOGNITION OF THE WORK OUR MEMBERS DO TO DESIGN NEW PROGRAMS FOR WELLNESS, PERSONAL ENRIGHMENT, AND INTERGENERATIONAL CONNECTIONS.IT ACKNOWLEDGES ADOPTION OF TECHNOLOGY SOLUTIONS AND CULTURE CHANGE. IT ENCOURAGES NEW KINDS OF COMMUNITY OUTREACH TO REDEFINE THE TRADITIONAL ROLE OF PROVIDER AND CONSUMER PARTNERSHIPS TO BETTER MEET THE NEEDS OF THOSE WHO WISH TO AGE IN PLACE. LEADINGAGE OKLAHOMA CELEBRATES MEMBER ENGAGEMENT WITH EDUCATION, POLICY MAKING AND LEADERSHIP DEVELOPMENT. 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 7 1 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OK X THE ORGANIZATION 4056408040 PO BOX 1383 EL RENO OK 73036 SHERYL KENIMER PRESIDENT 5.00 X X 0 0 0 GARRETT LEE INCOMING PRESIDENT 5.00 X X 0 0 0 ELIZABETH SKULSKI SECRETARY 5.00 X X 0 0 0 STEVEN WALKINGSTICK TREASURER 5.00 X X 0 0 0 DON BLOSE PAST PRESIDENT 5.00 X X 0 0 0 JOHN WILSON DIRECTOR 1.00 X 0 0 0 TOM GORMAN DIRECTOR 1.00 X 0 0 0 JIM JAKUBOVITZ DIRECTOR 1.00 X 0 0 0 MIKE FOGLE DIRECTOR 1.00 X 0 0 0 KRISTI R COLCLASURE EXECUTIVE DIRECTOR 40.00 X 95000 0 0 95000 0 0 0 0 0 0 0 SPONSORSHIP AND EDUCAT 611430 265472 265472 MEMBERSHIP DUES 900099 220567 220567 CARE CAREERS OKLAHOMA 611430 33328 33328 519367 TAX RETENTION CREDIT 900099 95993 95993 95993 615360 519367 0 95993 95000 197698 8279 10977 26825 13924 1487 30475 11072 6830 12256 14816 135820 2614 LEADINGAGE DUES 97395 CARE CAREERS OK 14652 MISCELLANEOUS 7535 MEMBERSHIP EXPENSE 3171 9253 700079 46113 58453 8385 8385 4422 4422 0 0 289515 192455 18875 18875 362888 278168 1814 1814 1814 1814 X 361074 276354 361074 276354 362888 278168 -84719 0 X 0 0 0 0 0 0 0 220567 30475 30475 7940 22535 4422 4422 0 0 VALUE FIRST STOCK 18875 18875 FORM 990, PART VI, SECTION A, LINE 6 ANY NOT-FOR-PROFIT HOME, FACILITY OR SERVICE ORGANIZATION PROVIDING HEALTHCARE, SERVICES, OR HOUSING FOR THE AGING LOCATED IN THE STATE OF OKLAHOMA MAY FILE AN APPLICATION FOR MEMBERSHIP. THE BOARD OF DIRECTORS MAY ACCEPT INTO MEMBERSHIP ANY NON-FOR-PROFIT ORGANIZATION PROVIDING HOUSING, HEALTHCARE OR SERVICES TO THE AGING. ASSOCIATE MEMBERSHIP MAY BE GRANTED TO ANY BUSINESS CONNECTED TO SERVICE TO THE ELDERLY WHO IS IN ACCORD WITH THE PURPOSE OF THE ORGANIZAITON AS STATED IN ARTICLE II. FOR-PROFIT LONG-TERM CARE PROVDERS DO NOT QUALIFY. ASSOCIATES DO NOT HAVE THE RIGHT TO VOTE OR HOLD OFFICE. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER APPOINTS ONE VOTING DELEGATE TO REPRESENT IT AT ANY ANNUAL OR SPECIAL MEETINGS OF THE ASSOCIATION. NO VOTE MAY BE CAST ON BEHALF OF A MEMBER UNLESS ITS DUES ASSESSED FOR THE CURRENT CALENDAR YEAR HAVE BEEN PAID. FORM 990, PART VI, SECTION B, LINE 11B TREASURER AND EXECUTIVE DIRECTOR REVIEW THE 990. THE 990 IS MADE AVAILABLE TO THE BOARD BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY. THE BOARD IS REQUIRED TO COMPLETE A POLICY ANNUALLY. ANY POTENTIAL CONFLICTS ARE REVIEWED BY THE REMAINING BOARD MEMBERS. IF IT IS DETERMINED A BOARD MEMBER HAS A CONFLICT, THE INDIVIDUAL IS REQUIRED TO ABSTAIN FROM VOTING AND MAY BE REQUIRED TO LEAVE THE MEETING. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS EVALUATED EACH FISCAL YEAR WITH A FORMAL ANNUAL PERFORMANCE REVIEW TAKING PLACE AT THE END OF THE FISCAL YEAR. THE EXECUTIVE DIRECTOR EVALUATION COMMITTEE IS ESTABLISHED TO PERFORM THE EVALUATION AND CONSISTS OF THE PRESIDENT OF THE BOARD, PRESIDENT ELECT, AND PAST PRESIDENT. COMPARABILITY DATA IS USED AND THE DELIBERATION AND DECISION IS DOCUMENTED BY THE EXECUTIVE DIRECTOR EVALUATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.