2025-03-20T11:50:30-05:00 2024-06-30 390758449 WIPFLI LLP 170 N RADNOR-CHESTER RD SUITE 200 RADNOR PA 19087 990 2023-07-01 391174667 LEADINGAGE WISCONSIN INC WISC 6082557060 204 S HAMILTON STREET MADISON WI 53703 LISA DAVIDSON PRESIDENT & CEO 6082557060 2025-03-19 1 1 SOLOMON MARDAKHAEV P01806552 6105653930 2025-03-11 2023 2025-03-06 01:10:19Z LISA DAVIDSON 204 S HAMILTON STREET MADISON WI 53703 2385091 0 X WWW.LEADINGAGEWI.ORG X 1960 WI TO PROMOTE THE NEEDS OF AGING SERVICES PROVIDERS FOR THE PEOPLE OF THE STATE OF WISCONSIN. 24 24 10 50 0 0 0 0 1918312 1712905 24475 117288 89326 135778 2032113 1965971 0 0 0 0 1358176 1205765 0 0 0 681560 875598 2039736 2081363 -7623 -115392 2886031 2968021 133856 326072 2752175 2641949 X LEADINGAGE WISCONSIN, INC. IS A STATEWIDE MEMBERSHIP CORPORATION. LEADINGAGE WISCONSIN, INC. ENHANCES NOT-FOR-PROFIT MEMBERS' DEDICATION TO EXCELLENCE IN PROVIDING PROGRAMS AND SERVICES TO ASSIST MEMBERS IN MEETING THE NEEDS OF OLDER ADULTS AND PERSONS WITH A DISABILITY. LEADINGAGE WISCONSIN, INC. DEMONSTRATES A CARING COMMITMENT TO THE HIGHEST QUALITY OF LIFE AND GREATEST INDEPENDENCE FOR EACH INDIVIDUAL SERVED. 0 0 AS A LEADER IN SENIOR ADVOCACY, EDUCATION, AND FORMULATION OF COLLABORATIVE STRATEGIES, LEADINGAGE WISCONSIN, INC. IS COMMITTED TO ADVANCING THE FIELDS OF LONG-TERM CARE, ASSISTED LIVING AND RETIREMENT LIVING. THE ORGANIZATION STRIVES TO DEVELOP A CONTINUUM OF ELDERLY CARE AND SERVICES THAT MEET THE HOLISTIC NEEDS OF SENIORS AND INDIVIDUALS WITH A DISABILITY IN ORDER TO ENCOURAGE MAXIMUM INDEPENDENCE AND ENHANCE QUALITY OF LIFE. THE ORGANIZATION SERVES AS A RESOURCE FOR ITS MEMBERS, ASSISTING THEM IN PROBLEM RESOLUTION AND PROVIDING SERVICES AND PROGRAMS TO MEET THEIR NEEDS. 0 0 0 1 0 0 0 0 0 1 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 1 1 1 0 0 1 0 0 10 1 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X LISA DAVIDSON 6082557060 204 S HAMILTON STREET MADISON WI 53703 TIM CONROY CHAIR 1.00 1.00 X X 0 0 0 MICHELLE GODFREY CHAIR ELECT 1.00 1.00 X X 0 0 0 KRIS KRENTZ IMMEDIATE PAST CHAIR 1.00 1.00 X X 0 0 0 PAMELA KLINGFUS VICE CHAIR OF OPERATIONS 1.00 1.00 X X 0 0 0 MARISSA JANKE SECRETARY (THRU MAY 2024) 1.00 1.00 X X 0 0 0 TERESA GATTO SECRETARY 1.00 1.00 X X 0 0 0 PAUL TREFFERT TREASURER (TERMED) 1.00 1.00 X X 0 0 0 LYNDA BOGDALA TREASURER 1.00 1.00 X X 0 0 0 NICOLE PRETRE LEADINGAGE LIAISON 1.00 1.00 X X 0 0 0 MICHAEL SCHANKE SUBSCRIBER ADV. (THRU MAY 2024) 1.00 1.00 X 0 0 0 NIKKI SCHINGICK SUBSCRIBER ADVISOR 1.00 1.00 X 0 0 0 JEN BRIESKE DIRECTOR 1.00 1.00 X 0 0 0 JACKIE CARLEY DIRECTOR 1.00 1.00 X 0 0 0 KATHY CAVERS DIRECTOR 1.00 1.00 X 0 0 0 STEPHANIE CHEDID DIRECTOR 1.00 1.00 X 0 0 0 JUSTIN CIESLEWICZ DIRECTOR 1.00 1.00 X 0 0 0 KAYLA CLINTON DIRECTOR 1.00 1.00 X 0 0 0 AMY DUHR DIRECTOR 1.00 1.00 X 0 0 0 MEGAN FEIRTAG DIRECTOR 1.00 1.00 X 0 0 0 KIM GOCHANOUR DIRECTOR 1.00 1.00 X 0 0 0 TYLER GUDEX DIRECTOR 1.00 1.00 X 0 0 0 SANDRA HACKENMUELLER DIRECTOR 1.00 1.00 X 0 0 0 CARMEN MEYER DIRECTOR 1.00 1.00 X 0 0 0 MARK RADMER DIRECTOR 1.00 1.00 X 0 0 0 RON SCHAETZL DIRECTOR 1.00 1.00 X 0 0 0 PATRICK SENZIG DIRECTOR 1.00 1.00 X 0 0 0 FRANK SOLTYS DIRECTOR 1.00 1.00 X 0 0 0 JOHN SAUER PRESIDENT/CEO (THRU DEC 2023) 40.00 X 270227 0 42536 JIM ORHEIM PRESIDENT/CEO (THRU OCT 2023) 40.00 1.00 X 186606 0 35230 RENE EASTMAN VP FINANCIAL & REGULATORY 40.00 X 134065 0 13786 KATHRYN BROD INTERIM CEO (FROM DEC 2023) 1.00 1.00 X 0 0 0 MATTHEW BERG LEADINGCHOICE NETWORK CEO 1.00 40.00 X 172007 0 15332 JANICE MASHAK VP MEMBER SERVICES & INNOVATION 40.00 X 163466 0 15778 DENISE MAY VP BUSINESS DEVELOPMENT 40.00 X 123182 0 24547 ROBIN WOLZENBURG VP CLINICAL & REGULATORY 40.00 X 101985 0 13080 1151538 0 160289 7 0 1 0 0 MEMBERSHIP DUES 624100 878582 878582 CONFERENCES AND WORKSHOP REVENUE 624100 440634 440634 VALUE FIRST MARKETING REVENUE 624100 199820 199820 MEMBER SERVICES REVENUE 624100 140974 140974 NATIONAL MEMBER DUES 624100 46805 46805 6090 6090 1712905 100036 100036 436372 419120 17252 17252 17252 VANTAGE POINT FEES 900099 135753 135753 25 25 135778 1965971 1712905 0 253066 X 508108 581995 25565 11695 78402 55839 22500 57108 2426 230694 7780 44400 40396 14558 15172 MEMBER SERVICE 323190 BOARD/COMMITTEE EXPENSE 52357 STRATEGIC DEVELOPMENT 5135 BANK CHARGES 3612 431 2081363 1534948 1359972 134754 13232 40163 510531 421647 103442 88884 1135409 1245248 99000 99000 2886031 2968021 104806 267137 29050 58935 133856 326072 X 2752175 2641949 2752175 2641949 2886031 2968021 X -115392 62195 -57029 X 0 0 0 0 0 0 878582 57108 57108 62057 -4949 50000 50000 456726 417842 38884 3805 3805 0 88884 X X 0 0 0 JOHN SAUER PRESIDENT/CEO (THRU DEC 2023) 248096 0 22131 0 0 0 13646 0 28890 0 312763 0 0 0 JIM ORHEIM PRESIDENT/CEO (THRU OCT 2023) 152231 0 34375 0 0 0 14238 0 20992 0 221836 0 0 0 MATTHEW BERG LEADINGCHOICE NETWORK CEO 147969 0 24038 0 0 0 8736 0 6596 0 187339 0 0 0 JANICE MASHAK VP MEMBER SERVICES & INNOVATION 163466 0 0 0 0 0 8153 0 7625 0 179244 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS THREE CLASSES OF MEMBERS: VOTING, ASSOCIATE, AND HONORARY MEMBERS. VOTING MEMBERS ARE ANY EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OR 501(C)(4) OF THE INTERNAL REVENUE CODE OR A UNIT OF GOVERNMENT OWNING AN ORGANIZATION PRIMARILY SERVING THE ELDERLY OR PERSONS WITH A DISABILITY. ASSOCIATE MEMBERS INCLUDE (A) ANY INDIVIDUALS NOT A MEMBER OF THE STAFF OR ON THE BOARD OF DIRECTORS OF AN ORGANIZATION PRIMARILY SERVING THE ELDERLY OR PERSONS WITH A DISABILITY, WHO IS ENGAGED IN A RELATED FIELD OF ACTIVITY OR INTERESTED IN THE PURPOSES OF THE ORGANIZATION, OR (B) ANY EXEMPT ORGANIZATION UNDER 501(C)(4) OF THE INTERNAL REVENUE SERVICE CODE WHICH IS ENGAGED IN A RELATED FIELD OF ACTIVITY OR INTERESTED IN THE PURPOSES OF THE ORGANIZATION, OR (C) ANY FOR-PROFIT ORGANIZATION WHICH PROVIDES PRODUCTS OR SERVICES USEFUL TO LEADINGAGE WISCONSIN AND ITS MEMBERS. HONORARY MEMBERS UPON THE INITIATIVE AND RECOMMENDATION OF THE EXECUTIVE COMMITTEE ARE ANY INDIVIDUALS WHO WITH DISTINCTION HAVE SERVED THE ORGANIZATION OR HAVE ADDED TO THE SUPPORT OF ITS PRINCIPLES. EACH VOTING MEMBER IS ENTITLED TO BE REPRESENTED BY TWO REPRESENTATIVES DESIGNATED BY THE VOTING MEMBER. ANY VOTING MEMBER WITH LESS THAN FIFTY BEDS SHALL BE ENTITLED TO ONE REPRESENTATIVE AS DESIGNATED BY THE VOTING MEMBER. ASSOCIATE AND HONORARY MEMBERS ARE NOT ENTITLED TO VOTE. FORM 990, PART VI, SECTION A, LINE 7A VOTING MEMBERS ELECT THE BOARD OF DIRECTORS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS THE FORM 990 BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. THE COMMITTEE ADVANCES ANY CONCERNS TO LEADINGAGE WISCONSIN INC.'S EXECUTIVE COMMITTEE. THE ENTIRE BOARD IS PROVIDED A COPY OF THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD, OFFICERS, AND EMPLOYEES ARE REQUIRED TO SUBMIT AN ANNUAL DISCLOSURE OF CONFLICT OF INTEREST FORM. THE BOARD OF DIRECTORS WILL DETERMINE WHETHER OR NOT CONFLICTS EXIST. IF THE BOARD DETERMINES THAT A CONFLICT DOES EXIST, THE BOARD DETERMINES THE APPROPRIATE REMEDY. SUCH REMEDY MAY INCLUDE, FOR EXAMPLE, THE RECUSAL OF THE CONFLICTED PARTY FROM PARTICIPATING IN CERTAIN MATTERS PENDING BEFORE THE BOARD OR OTHER LEADINGAGE WISCONSIN, INC. BODY. FORM 990, PART VI, SECTION B, LINE 15A THE SALARY FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE LEADINGAGE WISCONSIN, INC. EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE RECOMMENDS THE ANNUAL SALARY INCREASE AVAILABLE TO DISTRIBUTE TO THE 7 OTHER EMPLOYEES IN THE OFFICE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES 215,070. MERCHANT FEES 15,624. FORM 990, PART XI, LINE 9: ADJUSTMENT OF SEPARATE ENTITY'S CASH A/C -57,029. VANTAGE POINT PURCHASING GROUP LLC 204 S HAMILTON STREET MADISON WI 53703 832601931 PHARMACEUTICAL CONTRACT NEGOTIATION WI 55305 0 LEADINGAGE WISCONSIN INC WISCONSIN ASSOCIATION OF HOMES FOR THE AGING RESEARCH AND EDUCATION CORP 204 S HAMILTON STREET MADISON WI 53706 237448555 SUPPORT SENIOR HOUSING SERVICES & ADVANCE THE DELIVERY OF LONG-TERM SERVICES WI 501(C)(3) LINE 7 LEADINGAGE WISCONSIN INC 1 LEADINGCHOICE NETWORK LLC 204 S HAMILTON STREET MADISON WI 53703 812207136 SEE PART VII WI LEADINGAGE WISCONSIN INC RELATED 75000 0 0 0.41220 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 SCHEDULE R, PART 3, COLUMN (B): THE MISSION OF LEADINGCHOICE NETWORK IS TO DEVELOP AND SUPPORT A CLINICALLY AND FINANCIALLY INTEGRATED NETWORK OF PROVIDERS WHO WORK TOGETHER TO MAXIMIZE THE HEALTH AND WELL-BEING OF SENIOR CITIZENS THROUGH INNOVATIVE, COST-EFFECTIVE CARE MANAGEMENT PRACTICES AND QUALITY IMPROVEMENT ACTIVITIES WITH ENTITIES INVOLVED IN MANAGED CARE THROUGH HEALTH PLANS.