2024-11-14T09:52:54-05:00 2023-12-31 833033790 DG PERRY PLLC 6745 LONGSHORE STREET STE 240 DUBLIN OH 43017 990 2023-01-01 264371469 LEADINGAGE OHIO LEAD 6144442882 2233 NORTH BANK DRIVE COLUMBUS OH 43220 SUSAN WALLACE PRESIDENT/CEO 6144442882 2024-11-12 true JAMES E HUNTER CPA P00367326 6144311040 2024-11-12 2023 2024-10-15 13:58:12Z SUSAN WALLACE 2233 NORTH BANK DRIVE COLUMBUS OH 43220 3313347 false X LEADINGAGEOHIO.ORG X OH ADVANCING SOLUTIONS FOR EXCEPTIONAL CARE AND SUCCESSFUL LIVING. 21 21 11 21 0 35036 47925 1603935 1701322 -12971 29135 0 1626000 1778382 335 0 0 933301 1033912 0 0 562564 552965 1496200 1586877 129800 191505 2646090 2962065 329216 143540 2316874 2818525 X THE ASSOCIATION WAS ESTABLISHED FOR THE PURPOSE OF PROMOTING QUALITY CARE AND RESPONSIBLE MANAGEMENT OF NONPROFIT HOUSING FACILITIES FOR THE ELDERLY. ITS VISION IS TO EMPOWER OHIO ORGANIZATIONS TO OPTIMIZE CHOICES FOR SUCCESSFUL AGING. false false PROGRAM SERVICE EXPENSES ARE DIRECT EXPENSES OF SEMINARS, MEETINGS, PUBLICATIONS, AND WORKSHOPS. THE WORKSHOPS PROVIDE INFORMATION AND EDUCATION TO LEADINGAGE OHIO MEMBERS. PROGRAM SERVICE EXPENSES ARE DIRECT EXPENSES OF SEMINARS, MEETINGS, PUBLICATIONS, AND WORKSHOPS. THE WORKSHOPS PROVIDE INFORMATION AND EDUCATION TO LEADINGAGE OHIO MEMBERS. false false false true false false false false false true false false false true false false false false false false false false false false false false false false true false false false false false false false false false false false true false false true 17 0 true 11 true false false false false false false false false X 21 21 false false false false true true false true true false false true true true true true true true false false X LINDA CASEY 6145459029 2233 NORTH BANK DRIVE COLUMBUS OH 43220 SUSAN WALLACE PRESIDENT/CE 40.00 1.00 X 165180 0 22500 DENISE ANDERSON BOARD MEMBER 2.00 X 0 0 0 CYNTHIA BOUGHER IMMEDIATE PA 2.00 X X 0 0 0 SCOTT A BUCHANAN BOARD MEMBER 2.00 X 0 0 0 ANN CONN TREASURER 2.00 X X 0 0 0 KERRY HAMILTON BOARD MEMBER 2.00 X X 0 0 0 RICH BOYSON JR BOARD MEMBER 2.00 X 0 0 0 BRETT KIRKPATRICK BOARD MEMBER 2.00 X 0 0 0 JEFF LYCAN BOARD MEMBER 2.00 X 0 0 0 DAVE MANNION BOARD MEMBER 2.00 X 0 0 0 RICK MARSHALL BOARD MEMBER 2.00 X 0 0 0 GAYLE MATTSON BOARD MEMBER 2.00 X 0 0 0 JASON MILLER BOARD MEMBER 2.00 X 0 0 0 ERIC MURRAY BOARD MEMBER 2.00 X 0 0 0 WENDY PRICE-KISER BOARD MEMBER 2.00 X 0 0 0 RICK RUSSELL BOARD MEMBER 2.00 X 0 0 0 ALLISON SALOPECK CHAIR 2.00 X X 0 0 0 TERRY SPITZNAGEL BOARD MEMBER 2.00 X 0 0 0 KRISTI STRAWSER VICE CHAIR 2.00 X 0 0 0 CHRIS WIDMAN BOARD MEMBER 2.00 X 0 0 0 JIMMY WILSON SECRETARY 2.00 X 0 0 0 165180 22500 1 false true false 47925 47925 MEMBERSHIP DUES 623000 1293546 1293546 MANAGEMENT FEE 623000 305000 305000 ASSOCIATE DUES 623000 71232 71232 SPONSORSHIP INCOME 623000 31544 31544 1701322 102508 102508 1461592 1534965 -73373 -73373 -73373 1778382 1701322 29135 187680 617673 52487 118848 57224 4385 47200 114325 107699 8946 11624 56324 119986 15690 2799 12032 6307 CREDIT CARD FEES 17604 GRANT EXPENSE 16983 DUES & SUBSCRIPTIONS 8004 COMMITTEE EXPENSES 2870 187 1586877 0 0 0 49972 54270 350008 50006 38127 23324 17124 9118 345424 332819 24636 12605 2078126 2717490 12500 12500 75597 82752 2646090 2962065 118204 44413 10500 16375 200512 82752 329216 143540 X 2316874 2818525 2316874 2818525 2646090 2962065 191505 310326 -180 X true X false false false false false 1293546 114325 114325 114325 204688 204688 140736 128131 12605 12605 SHORT TERM LEASE LIABILITY 82752 82752 X X false false false SUSAN WALLACE PRESIDENT/CEO 165180 22500 187680 FORM 990 - ORGANIZATION'S MISSION THE ASSOCIATION WAS ESTABLISHED FOR THE PURPOSE OF PROMOTING QUALITY CARE AND RESPONSIBLE MANAGEMENT OF NONPROFIT HOUSING FACILITIES FOR THE ELDERLY. ITS VISION IS TO EMPOWER OHIO ORGANIZATIONS TO OPTIMIZE CHOICES FOR SUCCESSFUL AGING. FORM 990, PAGE 2, PART III, LINE 4D PROGRAM SERVICE EXPENSES ARE DIRECT EXPENSES OF SEMINARS, MEETINGS, PUBLICATIONS, AND WORKSHOPS. THE WORKSHOPS PROVIDE INFORMATION AND EDUCATION TO LEADINGAGE OHIO MEMBERS. FORM 990, PAGE 6, PART VI, LINE 6 THERE ARE FOUR (4) CLASSES OF MEMBERS: (1) MEMBER ORGANIZATION: NOT-FOR-PROFIT ORGANIZATIONS PROVIDING HOUSING AND/OR SERVICES PRIMARILY FOR OLDER PERSONS AS AN INTEGRAL PART OF THEIR PROGRAM SHALL BE ELIGIBLE. ORGANIZATIONS SHALL MEET SUCH LICENSURE OR CERTIFICATION REQUIREMENTS, AS MAY BE IMPOSED BY GOVERNMENT AUTHORITIES. (A) MEMBERSHIP IN LEADINGAGE OHIO REQUIRES CONCURRENT MEMBERSHIP IN AAHSA. EACH MEMBER ORGANIZATION IS TO BE REPRESENTED AT ANNUAL OR SPECIAL MEETINGS OF THE ASSOCIATION, HAVING VOICE AND ONE (1) VOTE. ALL ELIGIBLE COMPONENTS OF MEMBER ORGANIZATIONS, WHICH ARE SIMILARLY CONTROLLED, ARE EXPECTED TO BE MEMBERS. THE LEADINGAGE OHIO BUDGET AND FINANCE COMMITTEE WILL REVIEW AND ACT UPON ANY WRITTEN REQUESTS FOR EXCEPTION AND/OR WRITTEN COMPLAINTS OF ABUSE OF MEMBERSHIP PRIVILEGES. (2) ASSOCIATES: ASSOCIATED MEMBERS SHALL HAVE A VOICE BUT NO VOTE AT ASSOCIATION MEETINGS, AND SHALL CONSIST OF: (A) ALLIED NOT-FOR-PROFIT ORGANIZATIONS, WHICH ARE NOT ELIGIBLE FOR AFFILIATION UNDER SUB-SECTIONS 1 OR 3 OF THIS SECTION, SHALL BE ELIGIBLE FOR ASSOCIATE MEMBERSHIP. (B) SOLE PROPRIETORS WORKING WITH AND PREDOMINATELY FOR THE BENEFIT OF NOT-FOR-PROFIT PROVIDERS OF SENIOR SERVICES SHALL BE ELIGIBLE FOR ASSOCIATE MEMBERSHIP. (C) CORPORATE OFFICES OVERSEEING MULTIPLE MEMBER ORGANIZATION SITES SHALL BE ELIGIBLE FOR ASSOCIATE MEMBERSHIP. THESE ASSOCIATES SHALL HAVE COMPLIMENTARY MEMBERSHIP. (D) UNEMPLOYED ADMINISTRATORS OR SENIOR STAFF, OR INDIVIDUALS NOT CURRENTLY WORKING IN THE SENIOR SERVICE FIELD, WHO ARE SEEKING TO REMAIN A PART OF THE NOT-FOR-PROFIT SENIOR SERVICE COMMUNITY, SHALL BE ELIGIBLE FOR ASSOCIATE MEMBERSHIP. (3) SUSTAINING FIRMS: THOSE FIRMS THAT CONDUCT BUSINESS WITH LEADINGAGE OHIO MEMBER ORGANIZATIONS AND DESIRE TO MAKE A CONTRIBUTION TO LEADINGAGE OHIO MAY BE SUSTAINING FIRM MEMBERS. SUSTAINING FIRMS SHALL HAVE NEITHER VOICE NOR VOTE IN ASSOCIATION MEETINGS. (4) HONORARY MEMBERS: THE LEADINGAGE OHIO BOARD OF DIRECTORS MAY DESIGNATE CERTAIN INDIVIDUALS AS HONORARY MEMBERS. (A) HONORARY MEMBERS SHALL HAVE VOICE BUT NO VOTE. (B) HONORARY MEMBERS MAY NOT BE AFFILIATED WITH A POTENTIAL FULL MEMBER, WHICH HAS NOT AVAILED ITSELF OF MEMBERSHIP. (C) HONORARY MEMBERS MAY NOT BE AFFILIATED WITH A PROPRIETARY ORGANIZATION OTHERWISE TYPICAL OF MEMBERS. FORM 990, PAGE 6, PART VI, LINE 7A MEMBERSHIP IN LEADINGAGE OHIO REQUIRES CONCURRENT MEMBERSHIP IN LEADINGAGE. EACH MEMBER ORGANIZATION IS TO BE REPRESENTED AT ANNUAL OR SPECIAL MEETINGS OF THE ASSOCIATION, HAVING VOICE AND ONE (1) VOTE. ALL ELIGIBLE COMPONENTS OF MEMBER ORGANIZATIONS, WHICH ARE SIMILARLY CONTROLLED, ARE EXPECTED TO BE MEMBERS. THE LEADINGAGE OHIO BUDGET AND FINANCE COMMITTEE WILL REVIEW AND ACT UPON ANY WRITTEN REQUESTS FOR EXCEPTION AND/OR WRITTEN COMPLAINTS OF ABUSE OF MEMBERSHIP PRIVILEGES. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND SENT TO THE CEO AND BUDGET AND FINANCE COMMITTEE FOR REVIEW. A COPY OF THE 990 WAS PROVIDED TO THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C THERE IS AN ANNUAL REVIEW/REVISION OF THE POLICY. FORM 990, PAGE 6, PART VI, LINE 15A THE PRESIDENT/CEO PROVIDES A SELF-EVALUATION AND EACH BOARD MEMBER COMPLETES AN ON-LINE SURVEY EVALUATION OF THE PRESIDENT/CEO. THE INFORMATION IS AGGREGATED AND THE RESULTS SHARED WITH THE BOARD AND PRESIDENT/CEO. THE CHAIRPERSON CONDUCTS A FOLLOW UP MEETING WITH THE PRESIDENT/CEO TO REVIEW GOALS AND IDENTIFY AREAS FOR IMPROVEMENT. TWO COMPENSATION SURVEYS ARE USED IN DETERMINING COMPENSATION: (1) THE LEADINGAGE ANNUAL STATE EXECUTIVE SALARY AND COMPENSATION SURVEY AND, (2) THE BI-ANNUAL NATIONAL COMPENSATION STUDY FOR ASSOCIATION CHIEF STAFF EXECUTIVES CONDUCTED BY THE AMERICAN RESEARCH COMPANY. FORM 990, PAGE 6, PART VI, LINE 19 AVAILABLE UPON REQUEST. LEADINGAGE OHIO FOUNDATION 2233 NORTH BANK DRIVE COLUMBUS OH 43220 310966673 EDUCATION OH 501C3 7 LEADINGAGE LEADINGAGE OHIO false false false false false false false false false false false false true false true true false true false false