2024-11-15T19:53:01-06:00 2023-12-31 420714325 RSM US LLP 4622 PENNSYLVANIA AVE STE 1100 KANSAS CITY MO 64112 990 2023-01-01 581873107 NATIONAL ASSOCIATION OF PROFESSIONAL GERIATRIC CARE MANAGERS INC NATI 5208818008 3275 WEST INA ROAD 130 TUCSON AZ 857412198 JULIE WAGNER CEO 5208818008 2024-11-15 1 1 KEVIN ENSMINGER P01310558 8167533000 2024-11-15 2023 2024-10-15 13:58:12Z AGING LIFE CARE ASSOCIATION JULIE WAGNER 3275 WEST INA ROAD 130 TUCSON AZ 857412198 1761589 0 X WWW.AGINGLIFECARE.ORG X 1985 AZ INSPIRING EXCELLENCE AND SETTING THE HIGHEST STANDARDS IN THE FIELD OF AGING LIFE CARE. 11 11 6 100 57054 33595 20000 119216 1344599 1460056 277 20958 106407 106302 1471283 1706532 0 0 0 0 325667 415289 0 0 0 1108651 1254023 1434318 1669312 36965 37220 1549741 1688087 558413 659539 991328 1028548 PROMOTING AND LEADING THE COMMUNITY OF AGING LIFE CARE PROFESSIONALS THROUGH OUR UNIQUE KNOWLEDGE BASE, CONTINUING EDUCATION, PROFESSIONAL DEVELOPMENT, AND THE HIGHEST ETHICAL PRACTICES. 0 0 MEMBERSHIP - PROVIDING PROFESSIONAL DEVELOPMENT OPPORTUNITIES AND TOOLS, INCLUDING PUBLICATIONS, WEBINARS, BUSINESS AND MARKETING RESOURCES, SOCIAL MEDIA GROUPS, LISTSERV, CHAPTER ACTIVITIES, AND NETWORKING. PROMOTE MEMBERS AND THEIR PROFESSION THROUGH PUBLIC RELATIONS AND DIGITAL MARKETING, INCLUDING WEBSITE WITH SEARCH FEATURE FOR MEMBER PRACTICES. CONFERENCES - PROVIDE A VARIETY OF EDUCATIONAL SESSIONS AND INFORMATION ON THE SUBJECT OF AGING LIFE CARE/GERIATRIC CARE MANAGEMENT, INCLUDING ABILITY TO EARN CES. IN ADDITION, ATTENDEES HAVE THE OPPORTUNITY TO NETWORK WITH EXHIBITORS AND INDUSTRY PROFESSIONALS AND LEARN MORE ABOUT THE CLINICAL, BUSINESS AND ETHICAL ISSUES SURROUNDING AGING LIFE CARE/GERIATRIC CARE MANAGEMENT. PRODUCTS - THE SALE OF PRINT AND ELECTRONIC PUBLICATIONS PROVIDE ANOTHER AVENUE FOR MEMBERS TO STAY UP TO DATE WITH DEVELOPMENTS AND TRENDS IN AGING LIFE CARE/GERIATRIC CARE MANAGEMENT AS WELL AS MARKET THEIR BUSINESS TO REFERRAL PARTNERS AND EDUCATE CONSUMERS ABOUT THE PROFESSION. 0 1 0 1 0 0 0 1 0 1 0 0 1 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 1 1 0 0 1 32 0 1 6 1 1 1 0 0 0 1 1 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X RSM US LLP 2022932200 1250 H STREET NW SUITE 700 WASHINGTON DC 20005 ANNE SANSEVERO PRESIDENT 5.00 0.10 X X 0 0 0 KATE GRANIGAN PRESIDENT-ELECT 2.00 0.10 X X 0 0 0 DEBRA FELDMAN PAST PRESIDENT 2.00 0.10 X X 0 0 0 STEVE BARLAM SECRETARY/TREASURER 2.00 0.10 X X 0 0 0 NINA HERNDON DIRECTOR 2.00 0.10 X 0 0 0 LISA KAUFMAN DIRECTOR 2.00 0.10 X 0 0 0 ANNETTE MURPHY DIRECTOR 2.00 0.10 X 0 0 0 SUSAN MURPHY DIRECTOR 2.00 0.10 X 0 0 0 LINA SUPNET-ZAPATA DIRECTOR 2.00 0.10 X 0 0 0 ANGELA THOMAS DIRECTOR 2.00 0.10 X 0 0 0 ELYSE WEBER-SACKS DIRECTOR 2.00 0.10 X 0 0 0 JULIE WAGNER CHIEF EXECUTIVE OFFICER 40.00 0.30 X 101420 0 12865 101420 0 12865 1 0 0 0 0 119216 119216 MEMBERSHIP DUES 900099 719423 719423 ANNUAL CONFERENCE 900099 561080 551280 9800 CHAPTER MGMT FEES 561000 113305 113305 PUBLICATIONS 900099 66248 18994 47254 1460056 20958 20958 151859 55057 96802 96802 MISCELLANEOUS 900099 9500 9500 9500 1706532 1499804 57054 30458 X 111160 255828 1403 21268 25630 15000 54908 366567 25404 115593 75696 33126 27796 450599 17314 9872 TAXES 10686 PRESIDENT'S FUND 19393 STAFF EXPENSE 10309 MISCELLANEOUS 8441 13319 1669312 159939 1344191 1107601 77593 10815 7039 469 382 112514 98310 412433 368323 12006 44110 146397 116462 1549741 1688087 33372 51693 377689 488012 147352 119834 558413 659539 X 991328 1028548 991328 1028548 1549741 1688087 37220 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 39681 3085 4099 38667 0 20770 6617 14153 391663 361706 29957 44110 DUE FROM RELATED PARTY 2306 DEPOSITS 1706 RIGHT-OF-USE ASSET 112450 116462 CHAPTER DUES PAYABLE 5171 LEASE LIABILITY 114663 119834 PART IV, LINE 1B: NAPGCM SHARES A BANK ACCOUNT WITH A RELATED 501(C)3 ORGANIZATION (GELARDI FUND). THE BANK ACCOUNT IS SOLELY IN THE NAME OF NAPGCM AND HELD UNDER NAPGCM'S TAX IDENTIFICATION NUMBER, WITH NAPGCM HAVING SOLE SIGNATURE AUTHORITY. THE ACCOUNT HOLDS FUNDS FOR BOTH NAPGCM AND THE GELARDI ORGANIZATION, WITH NAPGCM MANAGING THE ACCOUNT AND ACTING AS CUSTODIAN ON BEHALF OF GELARDI. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION SHALL CONSIST OF INDIVIDUAL PERSONS AND PARTNER AND/OR PARTNER REPS WHO FULFILL THE MEMBERSHIP REQUIREMENTS AND ARE CURRENT IN THEIR MEMBERSHIP DUES. MEMBERSHIP CATEGORIES WILL INCLUDE: -FELLOW ADVANCED PROFESSIONAL MEMBER -ADVANCED PROFESSIONAL MEMBER -PROFESSIONAL MEMBER -ASSOCIATE MEMBER -ACADEMIC PARTNER -ADMINISTRATIVE PARTNER -CORPORATE PARTNER -EMERITUS MEMBER -STUDENT MEMBER FORM 990, PART VI, SECTION A, LINE 7A MEMBERS IN THE FELLOW ADVANCED PROFESSIONAL MEMBER, ADVANCED PROFESSIONAL MEMBER, PROFESSIONAL MEMBER, ASSOCIATE MEMBER, STUDENT MEMBER, EMERITUS MEMBER CATEGORIES SHALL HAVE THE RIGHT TO VOTE. MEMBERS IN THE FELLOW ADVANCED PROFESSIONAL MEMBER, ADVANCED PROFESSIONAL MEMBER, AND PROFESSIONAL MEMBER (WITH SOME EXCEPTIONS) CAN HOLD ELECTED OFFICE. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS MAY BE AMENDED BY A MAJORITY VOTE OF BALLOTS CAST BY ACTIVE MEMBERS OF THE ASSOCIATION. AMENDMENTS MUST BE APPROVED BY A MAJORITY OF VOTING MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE CEO, PRESIDENT, AND TREASURER RECEIVE THE TAX RETURN BEFORE FILING WITH THE IRS. ALL BOARD MEMBERS RECEIVE A COPY OF THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. THE BOARD REVIEWS THE CONFLICT OF INTEREST POLICY AT A REGULARLY SCHEDULED MEETING EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT'S ADVISORY COMMITTEE SHALL CONSIDER THE FOLLOWING IN DETERMINING CHIEF EXECUTIVE OFFICER'S COMPENSATION: -THE PERFORMANCE OF THE CHIEF EXECUTIVE OFFICER IN MANAGING THE ASSOCIATION; -COMPARABILITY OF COMPENSATION RECEIVED BY CEO'S OF SIMILAR NATIONAL AND INTERNATIONAL PROFESSIONAL ASSOCIATIONS AND SOCIETIES OF SIMILAR BUDGET AND MEMBERSHIP SIZE AND OVERALL COMPLEXITY; -ACHIEVEMENT OF GOALS FOR THE CHIEF EXECUTIVE OFFICER SET BY THE BOARD OVERALL AND FOR ANY PARTICULAR YEAR; AND -THE CAPACITY OF THE ASSOCIATION BUDGET AND EXPECTED REVENUES TO SUPPORT A PARTICULAR COMPENSATION LEVEL. DELIBERATIONS OF THE BOARD OF DIRECTORS SHALL BE RECORDED AS WRITTEN MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART IX, LINE 11G CONTRACT SERVICES 286,407. PAYROLL/HR SERVICES 6,043. OTHER PROFESSIONAL SERVICES 74,117. LAURY ADSIT GELARDI GCM MEMBER SUPPORT FUND 3275 WEST INA ROAD SUITE 130 TUCSON AZ 85741 204931001 PROVIDE FINANCIAL SUPPORT FOR GERIATRIC CARE MANAGERS AZ 501(C)(3) LINE 12A, I NATIONAL ASSOCIATION OF PROFESSIONAL GERIATRIC CARE MANAGERS 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0