2024-11-13T16:23:46-07:00 2024-06-30 990 2023-07-01 300567181 INSTITUTE FOR SENIOR LIVING INST 9168427341 6000 BAYVILLE CT GRANITE BAY CA 95746 Scott Peifer Executive Director 9168427341 2024-11-08 1 2023 2024-10-15 13:58:12Z INSTITUTE FOR INNOVATION STRATEGY AND LEADERSHIP Scott Peifer 6000 Bayville Ct Granite Bay CA 95746 302402 0 X THEISL.ORG X 2009 CA ISL is a think-and-act tank of thought leaders focused on innovation, strategy and leadership to generate ideas and act as a catalyst to advance change and solutions to optimize the aging experience, improve the quality of life of older adults and dispel misperceptions about aging and aging services. It helps its members stay informed, gain trusted peer insights, and become inspired to advance change. 5 5 0 0 0 0 200000 230000 0 72402 0 0 0 0 200000 302402 0 0 0 0 0 0 0 0 0 163909 254870 163909 254870 36091 47532 78706 160135 0 0 78706 160135 X The Institute for Senior Living is a think-and-act tank of thought leaders focused on innovation, strategy and leadership to generate ideas and act as a catalyst to advance solutions that optimize the aging experience. It helps its members stay informed, gain trusted peer insights, and become equipped to advance change. The objective is to result in better quality of living in later life and to dispel misperceptions about aging and aging services. 1 0 123166 0 72402 The Institute held four CEO Thought-Leadership Roundtables with 20 or more participants in each toward the achievement of its mission. Guest faculty and expert speakers as well as technology and other innovators were secured to provide cutting-edge thought-leadership content that the members discussed and applied to the senior care sector. The presentations, tours, demonstrations and discussion which impacted the leadership and strategic decisions the CEO members made for the betterment of the older adults they serve and the staff who provide care. New collaborations and innovation projects were spawned from the roundtables. The Institute also conducted an International Learning Journey to Japan to gain advanced aging service insights and held several other ad-hoc meetings to advance its mission. 127581 0 0 Executive Director: Conducted extensive research to discover the latest innovations and thought advancements within the field of aging services and from other industries to inform, inspire and catalyze into action the organization's members. ISL member CEOs are thought leaders who serve hundreds of thousands of older adults throughout the United States. The information, inspiration and collaborative action discussions are delivered at the aforementioned Roundtables as well as other virtual gatherings each year, including by guest speakers and faculty. The Executive Director also planned and executed an International Learning Journey to Japan, to learn from the Japanese culture, governmental policies, advanced technologies and innovative care providers on how to better prioritize and provide innovative care for elders. 490 0 0 Books and readings to inform and inspire members. 3633 0 0 Secured investment management / banking services, necessary insurance, thought-leadership publication subscriptions, information technolog and Secretary of State Information filing. 3633 0 0 254870 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 CA X Scott Peifer 9168427341 6000 Bayville Ct Granite Bay CA 95746 X Grace Li Director 0.25 0 X 0 0 0 Jill Vitale-Aussem Director 0.25 0 X 0 0 0 Lawrence Garcia Secretary 0.25 0 X 0 0 0 Jesse Jantzen President 0.25 0 X 0 0 0 Torsten Hirche Treasurer 0.25 0 X 0 0 0 0 0 0 0 0 0 0 Scott Peifer 6000 Bayville Ct Granite Bay CA 95746 Executive Director 127581 1 0 230000 0 0 0 0 0 230000 Member payments toward cost of Roundtable and Learning Journey Educational Services 611000 72402 72402 0 0 0 0 0 0 72402 0 0 0 0 0 0 302402 72402 0 0 X 0 0 0 127581 127581 227 227 744 744 123166 123166 2187 2187 Subscriptions 400 400 0 0 Books for Members 490 490 0 0 Secretary of State Charity Registration Fee 75 75 0 0 254870 254870 0 0 78706 160135 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 78706 160135 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 0 78706 160135 78706 160135 78706 160135 X 47532 0 0 0 0 33897 X 0 0 0 X 75100 106000 140625 200000 230000 751725 75100 106000 140625 200000 230000 751725 25000 20000 20000 40000 40000 145000 25000 20000 20000 40000 40000 145000 606725 75100 106000 140625 200000 230000 751725 0.80711 0.79911 0 0 X Form 990, Part III, Line 2 The Institute expanded its program offerings to better accomplish its mission by organizing and executing an International Learning Journey to Japan to learn from the Japanese culture, governmental policies, advanced AI and robotics technologies and innovative care provider practices on how to better prioritize and provide innovative care for elders in the United States. It also planned an immersive aging learning academy event for its members in the next fiscal year. Form 990, Part VI, Section A, Line 6 The Institute is a 501c3 membership organization, it does not have stockholders. The organization is supported solely by member dues. It is governed by members who are elected to the Board. Form 990, Part VI, Section A, Line 7a Per the bylaws of the organization, the members, at the Annual Member Meeting, have the power and responsibility to renew and elect the members of the governing Board of Directors when there is a Board term expiration. Form 990, Part VI, Section A, Line 7b Per the bylaws of the organization, the members, at the Annual Member Meeting, have the power and responsibility to vote on any necessary policy or bylaws changes, and/or authorize the governing Board of Directors to do so. Form 990, Part VI, Section B, Line 11b Review by Board Treasurer Form 990, Part VI, Section C, Line 19 As a private 501(c)3 membership organization we do not customarily provide such documents to the public. However, we would be happy to do so upon request. Form 990, Part IX, Line 19 Conferences / Meeting Expenses total of $123,166 is comprised of the following expenses: General Roundtable Catering Food / Bev $6,810; General Roundtable Speaker expenses (food, travel, lodging) $4,530; General Roundtable Faculty expenses (food, travel, lodging) $3,215; General Roundtable Staff expenses (food, travel, lodging) $5,434; Group transportation (van) $472; Learning Academy event deposits for next fiscal year $55,000; Learning Journey $45,695; Other staff travel expense (food, travel, lodging) $2,009. Form 990, Part XI, Line 9 Reflects a $17,921 correction of prior end of year balance, and inclusion of a small secondary cash account balance of $15,976 for special projects to further fulfill the mission (such as public awareness, innovation collaboratives, etc) which had inadvertently not been included in the prior year revenue totals. All assets are from member dues and voluntary member contributions.