2025-07-19T09:29:12-05:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2024-01-01 541563782 ARGENTUM ARGE 5715272621 2000 DUKE STREET 309 ALEXANDRIA VA 22314 JAMES BALDA PRESIDENT/CEO 7038941805 2025-07-19 1 1 ERIN CRANMER P01712644 2023319880 2025-07-15 2024 2025-03-06 01:10:19Z JAMES BALDA 2000 DUKE STREET 309 ALEXANDRIA VA 22314 10399122 0 X WWW.ARGENTUM.ORG X 1991 VA ARGENTYM IS DEDICATED TO PROFESSIONALLY OWED, MANAGED, AND OPERATED ASSISTED SENIOR LIVING. 40 39 28 40 450484 0 2808563 1917240 6186862 5377435 198989 158574 472814 593061 9667228 8046310 0 0 0 0 5487606 4278519 0 0 0 5833764 3694777 11321370 7973296 -1654142 73014 8082330 7363435 6203535 5175255 1878795 2188180 X ARGENTUM IS THE LARGEST NATIONAL ASSOCIATION EXCLUSIVELY DEDICATED TO PROFESSIONALLY OPERATED SENIOR LIVING COMMUNITIES FOR SENIORS. ITS MEMBER-DRIVEN PROGRAMS PROMOTE BUSINESS AND OPERATIONAL EXCELLENCE THROUGH NATIONAL CONFERENCES, RESEARCH, EDUCATIONAL PROGRAMS, PUBLICATIONS AND ADVOCACY. ARGENTUM IS AN ADVOCATE FOR CHOICE, INDEPENDENCE, DIGNITY AND QUALITY OF LIFE. 0 0 PUBLIC POLICY: ARGENTUM'S PUBLIC POLICY EFFORTS ARE FOCUSED ON ADVOCATING AND SUPPORTING MEANINGFUL LAWS AND REGULATIONS AT THE STATE AND FEDERAL LEVELS. SENIOR LIVING IS REGULATED IN ALL 50 STATES, AS WELL AS IMPACTED BY SOME FEDERAL AGENCIES. ARGENTUM EDUCATES STAKEHOLDERS AND WORKS COLLABORATIVELY ON BEHALF OF THE ALMOST 2,000,000 RESIDENTS LIVING IN SENIOR LIVING. ADVOCAY: MANIFYING OUR INDUSTRY'S VOICE AS WE MEET WITH LAWMAKERS ACROSS THE NATION WHOSE WORK CAN DIRECTLY AFFCT THE SENIOR LIVING INDUSTRY. HAEP GRANT: DEVELOP AND EXPAND NATIONWIDE APPRENTICESHIPS IN SENIOR LIVING AND RELATED ALLIED HEALTH OCCUPATIONS. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 23 0 1 28 1 1 1 0 0 0 0 0 0 0 X 40 39 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X JAMES BALDA 7038941805 2000 DUKE STREET 309 ALEXANDRIA VA 22314 JAMES BALDA PRESIDENT/CEO 40.00 X X 623480 0 51851 JUDD HARPER CHAIRMAN 1.50 X X 0 0 0 SARAHBETH HANSON BOARD MEMBER 1.50 X 0 0 0 MERCEDES KERR SECRETARY 1.50 X X 0 0 0 TANA GALL VICE CHAIRMAN 1.50 X X 0 0 0 CHRIS HYATT PUBLIC POLICY COMMITTEE CO-CHAIR 1.50 X X 0 0 0 JOHN ATKINSON EX OFFICIO 1.00 X 0 0 0 BRENDA BACON BOARD MEMBER 1.00 X 0 0 0 JACK CALLISON BOARD MEMBER 1.00 X 0 0 0 CHRIS CUMMINGS BOARD MEMBER 1.00 X 0 0 0 COREY DENMAN EX OFFICIO 1.00 X 0 0 0 DOUG DOLLENBERG JR BOARD MEMBER 1.00 X 0 0 0 JOE EBY BOARD MEMBER 1.00 X 0 0 0 KATHY FIERY EX OFFICIO 1.00 X 0 0 0 GUY GELLER BOARD MEMBER 1.00 X 0 0 0 COLLETTE GRAY EX OFFICIO 1.00 X 0 0 0 KAI HSIAO BOARD MEMBER 1.00 X 0 0 0 ADAM KAPLAN BOARD MEMBER 1.00 X 0 0 0 LAURA LANDWIRTH BOARD MEMBER 1.00 X 0 0 0 DIANA MARTINEZ BOARD MEMBER 1.00 X 0 0 0 BRYAN MCCALEB BOARD MEMBER 1.00 X 0 0 0 SALLY MICHAEL EX OFFICIO 1.00 X 0 0 0 ARICK MORTON EX OFFICIO 1.00 X 0 0 0 JOHN OLYMPITIS BOARD MEMBER 1.00 X 0 0 0 SEVY PETRAS BOARD MEMBER 1.00 X 0 0 0 JUSTIN SKIVER BOARD MEMBER 1.00 X 0 0 0 GARY SMITH TREASURER 1.50 X X 0 0 0 DORIS ELLIE SULLIVAN BOARD MEMBER 1.00 X 0 0 0 CHARLIE TREFZGER BOARD MEMBER 1.00 X 0 0 0 CHAD WHITE BOARD MEMBER 1.00 X 0 0 0 JOEL NELSON IMMEDIATE PAST CHAIRMAN 1.00 X 0 0 0 HOLLY BELTER-CHESSER BOARD MEMBER 1.00 X 0 0 0 SEBASTIAN BROWN BOARD MEMBER 1.00 X 0 0 0 FRANCESCA FALZARANO EX OFFICIO 1.00 X 0 0 0 JON GLASS BOARD MEMBER 1.00 X 0 0 0 SAMIRA MADHANY BOARD MEMBER 1.00 X 0 0 0 JAY MORGAN BOARD MEMBER 1.00 X 0 0 0 DOUG OLSON EX OFFICIO 1.00 X 0 0 0 EARL PARKER BOARD MEMBER 1.00 X 0 0 0 MARK PRICE EX OFFICIO 1.00 X 0 0 0 REGINA MAMONE CFO 40.00 X 159364 0 21361 OLIVIA WILSON SENIOR DIRECTOR OF HUMAN RESOURCES, FINANCE, AND A 40.00 X 121568 0 24892 MARGARET ELEHWANY SENIOR VICE PRESIDENT, PUBLIC AFFAIRS 40.00 X 267369 0 42548 RONALD WILLIAMS SENIOR VP OF BUSINESS OPERATIONS 40.00 X 198838 0 35088 ASHANTE ABUBAKAR VP, WORKFORCE DEVELOPMENT 40.00 X 139993 0 5774 CYNTHIA BADE VP, DEVELOPMENT 40.00 X 143638 0 28360 STEPHANIE ROBERT VP, CONTENT AND MARKETING 40.00 X 142679 0 15150 DIANA MARTINEZ PRESIDENT/CEO OF TALA 40.00 X 146410 0 27532 SAARA DILLARD GRANTS MANAGER 40.00 X 117780 0 4516 2061119 0 257072 18 0 1 0 PAUL J WILLIAMS LLC 9042 UDINA WAY MELBOURNE FL 32940 CONSULTING 228000 1 982304 934936 1917240 MEMBERSHIP DUES 900099 3951967 3951967 CONFERENCE & MEETINGS 900099 1056098 1056098 PUBLICATIONS 541800 195128 97050 98078 CREDENTIALING FEES 900099 94861 94861 PUBLIC POLICY 900099 52806 52806 26575 26575 5377435 131347 131347 43987 43987 69958 0 69958 69958 69958 2380039 2352812 27227 27227 27227 DIGITAL ADVERTISING 900099 352406 352406 EXECUTIVE ROUNDTABLES 900099 25000 25000 WEBINARS/TOOLKITS 900099 20295 20295 81415 81415 479116 8046310 5279357 450484 399229 1546359 2127177 56148 332456 216379 129523 64627 280000 38657 700285 102127 455215 231428 56775 450448 77868 33105 HAEP GRANT EXPENSES 686266 DIGITAL PRODUCTION 243124 TRAINING 80893 BAD DEBTS 40000 24436 7973296 711542 1123501 398048 716265 749157 515909 100099 66328 488541 402707 139543 85834 4651695 3416700 1332246 1438898 8082330 7363435 897594 331072 1179856 1575532 500000 3626085 3268651 6203535 5175255 X 1878795 2188180 1878795 2188180 8082330 7363435 73014 236371 0 X X 0 1 X 1 1 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 ARGENTUM SILVER PAC 2000 DUKE STREET SUITE 309 ALEXANDRIA VA 22314 831703038 0 0 0 0 1 3951967 280000 -69233 210767 513756 -302989 PART I-A, LINE 1: ARGENTUM ITSELF DOES NOT ENDORSE CANDIDATES FOR PUBLIC OFFICE, NOR DOES IT EXPLICITLY ADVOCATE FOR THE ELECTION OR DEFEAT OF PARTICULAR CANDIDATES. ARGENTUM RECEIVES FUNDS EARMARKED FOR ARGENTUM SILVER POLITICAL ACTION COMMITTEE EITHER ON THE SILVER PAC PORTAL AND ANY CASH/CHECK DONATIONS DELIVERED TO THE OFFICE ARE DEPOSITED INTO THE SILVER PAC ACCOUNT. 44013 35098 8915 444528 367609 76919 85834 RIGHT-OF-USE ASSET - OPERATING 1134040 RIGHT-OF-USE ASSET - FINANCING 12481 SECURITY DEPOSIT 25535 DEFERRED COMPENSATION INVESTMENTS 266842 1438898 LEASE LIABILITY - OPERATING 2935783 LEASE LIABILITY - FINANCING 13557 DEFERRED COMPENSATION OBLIGATION 266842 SUBLEASE SECURITY DEPOSIT 52469 3268651 X PART X, LINE 2: ARGENTUM EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. U.S. FEDERAL JURISDICTION AND/OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH ARGENTUM FILES TAX RETURNS ARE OPEN FOR EXAMINATION; HOWEVER, THERE ARE CURRENTLY NO EXAMINATIONS PENDING OR IN PROGRESS. IT IS ARGENTUM'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAINTY IN INCOME TAXES, IF ANY, IN INCOME TAX OR INTEREST EXPENSE. AS OF DECEMBER 31, 2024 AND 2023, ARGENTUM HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES. X X X X 1 0 0 JAMES BALDA PRESIDENT/CEO 605453 0 0 0 18027 0 10350 0 41501 0 675331 0 0 0 MARGARET ELEHWANY SENIOR VICE PRESIDENT, PUBLIC AFFAIR 266889 0 0 0 480 0 8317 0 34231 0 309917 0 0 0 RONALD WILLIAMS SENIOR VP OF BUSINESS OPERATIONS 144440 0 0 0 54398 0 6151 0 28937 0 233926 0 0 0 REGINA MAMONE CFO 87575 0 0 0 71789 0 4855 0 16506 0 180725 0 0 0 DIANA MARTINEZ PRESIDENT/CEO OF TALA 136410 0 10000 0 0 0 4676 0 22856 0 173942 0 0 0 CYNTHIA BADE VP, DEVELOPMENT 143158 0 0 0 480 0 4514 0 23846 0 171998 0 0 0 STEPHANIE ROBERT VP, CONTENT AND MARKETING 141699 0 500 0 480 0 4341 0 10809 0 157829 0 0 0 PART I, LINE 4A DURING THE YEAR, REGINA MAMONE AND RONALD WILLIAMS RECEIVED SEVERANCE PAYMENTS IN THE AMOUNTS OF $54,030 AND $40,170, RESPECTIVELY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FEDERAL FORM 990 IS PROVIDED BY THE ACCOUNTING FIRM AND IS REVIEWED BY THE PRESIDENT/CEO PRIOR TO THE FILING OF THE 990 WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE POLICY OF ARGENTUM TO ASSURE THAT CONFLICTS OF INTEREST OR POTENTIAL CONFLICTS OF INTEREST INVOLVING DIRECTORS AND OFFICERS OF ARGENTUM ARE FULLY DISCLOSED IF THE OCCASION SHOULD ARISE. EACH DIRECTOR AND EACH OFFICER MUST PROMPTLY REPORT TO THE BOARD CHAIR AND THE PRESIDENT/CEO ANY SITUATION WHICH MIGHT CREATE A CONFLICT OF INTEREST. IN ADDITION, EACH DIRECTOR MUST EXECUTE A CONFLICT OF INTEREST DISCLOSURE STATEMENT AT LEAST ANNUALLY. PROCEDURES: 1. THE MATERIAL FACTS OF ANY MATTER MAY RESULT IN A CONFLICT OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON THE PART OF A DIRECTOR OR OFFICER MUST BE DISCLOSED BY THE DIRECTOR OR OFFICER TO THE BOARD CHAIR AND THE PRESIDENT/CEO OF ARGENTUM, EITHER THROUGH THE ANNUAL DISCLOSURE STATEMENT OR WHEN THE INTEREST BECOMES A MATTER OF BOARD ACTION. 2. THE BOARD OF DIRECTORS SHALL CAREFULLY SCRUTINIZE AND IN GOOD FAITH APPROVE OR DISAPPROVE ANY TRANSACTION IN WHICH ARGENTUM IS A PARTY AND IN WHICH ONE OR MORE OF ARGENTUM'S DIRECTORS OR OFFICERS HAS A MATERIAL FINANCIAL INTEREST. ANY INDIVIDUAL HAVING A CONFLICT OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON ANY MATTER SHOULD NOT VOTE NOR USE PERSONAL INFLUENCE ON THE MATTER. THE MINUTES OF THE MEETING SHOULD REFLECT THAT A DISCLOSURE WAS MADE AND THAT THE DIRECTOR ABSTAINED FROM VOTING. THE BOARD OF DIRECTORS MUST APPROVE THE TRANSACTION BY A MAJORITY VOTE, WITHOUT COUNTING THE VOTE OF ANY DIRECTOR WHO HAS AN INTEREST IN THE TRANSACTION. 3. THE FOREGOING REQUIREMENT SHOULD NOT BE CONSTRUED AS TO PREVENT AN INDIVIDUAL FROM BRIEFLY STATING HIS OR HER POSITION IN THE MATTER, NOR FROM ANSWERING PERTINENT QUESTIONS FROM BOARD MEMBERS, AS HIS OR HER KNOWLEDGE MAY BE OF GREAT IMPORTANCE. 4. ARGENTUM SHALL NOT ENGAGE IN ANY TRANSACTION WITH ANOTHER ENTITY WHICH HAS ONE OR MORE DIRECTORS OR OFFICERS IN COMMON WITH ARGENTUM, UNLESS AFTER THE COMMON DIRECTOR OR OFFICER DISCLOSES THE MATERIAL FACTS OF THE TRANSACTIONS AND THE DETAILS OF HIS OR HER AFFILIATION WITH THE OTHER ENTITY. ARGENTUM'S BOARD OF DIRECTORS APPROVES THE TRANSACTION IN GOOD FAITH BY A MAJORITY VOTE WITHOUT COUNTING THE VOTE OF THE COMMON DIRECTOR. 5. ARGENTUM SHALL MAKE NO LOANS OF MONEY OR PROPERTY TO A DIRECTOR OR OFFICER, NOR SHALL ARGENTUM GUARANTEE ANY OBLIGATION OF A DIRECTOR OR OFFICER, EXCEPT AS OTHERWISE EXPRESSLY PERMITTED BY THE VIRGINIA NONSTOCK CORPORATION ACT. 6. IF THERE IS A DIFFERENCE OF OPINION BETWEEN THE BOARD CHAIR, PRESIDENT/CEO AND A DIRECTOR OR OFFICER AS TO WHETHER THE FACTS OF A GIVEN CIRCUMSTANCE CONSTITUTE A POTENTIAL CONFLICT OF INTEREST WITHIN THE MEANING OF THIS POLICY STATEMENT, THE MATTER SHALL BE SUBMITTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, WHO SHALL MAKE A FINAL DETERMINATION WHETHER A POTENTIAL CONFLICT OF INTEREST SITUATION EXISTS OR NOT. 7. ANNUALLY THE PRESIDENT/CEO AND BOARD CHAIR SHALL SEND TO ALL MEMBERS OF THE BOARD OF DIRECTORS AND TO ALL OFFICERS OF ARGENTUM A COPY OF THIS POLICY AND A CONFLICT OF INTEREST DISCLOSURE STATEMENT TO BE COMPLETED AND RETURNED. 8. THE PRESIDENT/CEO AND BOARD CHAIR OF ARGENTUM, OR HIS OR HER DESIGNEE, SHALL REVIEW EACH COMPLETED DISCLOSURE STATEMENT; SHALL MAKE SUCH FURTHER INVESTIGATION OF POSSIBLE CONFLICTS OF INTEREST AS HE OR SHE MAY DEEM APPROPRIATE; AND SHALL DETERMINE WHETHER THE INFORMATION PRESENTED ON THE DISCLOSURE STATEMENT CONSTITUTES A CONFLICT OF INTEREST. THE PRESIDENT/CEO OR BOARD CHAIR, OR HIS OR HER DESIGNEE SHALL THEN MAKE AN APPROPRIATE REPORT TO THE BOARD OF DIRECTORS CONCERNING SUCH REVIEW AND INVESTIGATION. 9. ANY PARTY WHO HAS FILED A DISCLOSURE STATEMENT AND WHO DISAGREES WITH THE DETERMINATION OF THE PRESIDENT/CEO AND BOARD CHAIR, OR HIS OR HER DESIGNEE, THAT THE MATTERS CONTAINED THEREIN DO CONSTITUTE A CONFLICT OF INTEREST, AND WHO DESIRES FURTHER REVIEW OF THE MATTER MAY REQUEST THAT THE MATTER BE SUBMITTED BY THE BOARD CHAIR TO THE EXECUTIVE COMMITTEE FOR FURTHER REVIEW AND FINAL DETERMINATION. THE BOARD CHAIR SHALL SUBMIT THE MATTER TO THE EXECUTIVE COMMITTEE ACCORDINGLY. ARGENTUM EXPECTS ALL STAFF WORKING ON BEHALF OF ARGENTUM AND ITS MEMBERSHIP TO UPHOLD CERTAIN ETHICAL STANDARDS RELATED TO EMPLOYMENT WITH ARGENTUM AND TO AVOID SITUATIONS OR DEALINGS THAT REPRESENT OR APPEAR TO REPRESENT A CONFLICT OF INTEREST. STAFF MEMBERS MAY HAVE OUTSIDE BUSINESS INTERESTS AND OUTSIDE EMPLOYMENT SO LONG AS THESE DO NOT INTERFERE WITH JOB PERFORMANCE. STAFF MEMBERS MAY NOT BENEFIT FINANCIALLY FROM OUTSIDE EMPLOYMENT OR BUSINESS INTERESTS THAT DIRECTLY RESULT FROM AN AFFILIATION FROM ARGENTUM. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS ADOPTS AN ANNUAL PROGRAM PLAN AND BUDGET EACH YEAR, WHICH INCLUDES MEASURABLE GOALS FOR THE PRESIDENT/CEO. AT YEAR END, THE EXECUTIVE COMMITTEE MEETS TO REVIEW THE ATTAINED GOALS AND DETERMINE THE PRESIDENT/CEO'S COMPENSATION. ALONG WITH THE YEAR-END REVIEW, THE COMMITTEE ALSO DOES A COMPENSATION COMPARISON EVERY FEW YEARS USING SUCH RESOURCES AS THE ASAE COMPENSATION STUDY FOR OTHER PRESIDENT/CEOS IN ASSOCIATIONS OF COMPARABLE SIZE AND LOCATION. NO BOARD MEMBER RECEIVES COMPENSATION. THE REVIEW OF PRESIDENT/CEO COMPENSATION IS COMPLETED ON AN ANNUAL BASIS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 ARGENTUM MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM TH EPRIOR YEAR. 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