2025-11-17T16:16:40-06:00 2024-12-31 363963131 MANN WEITZ & ASSOCIATES LLC 570 LAKE COOK ROAD SUITE 330 DEERFIELD IL 60015 990 2024-01-01 363512871 LEADINGAGE ILLINOIS LEAD 6303256170 550 WARRENVILLE ROAD 102 LISLE IL 60532 ANGELA SCHNEPF PRESIDENT AND CEO 6303256170 2025-11-17 1 1 MARCY STEINDLER P00573131 8472673400 2024 2025-03-06 01:10:19Z X ANGELA SCHNEPF 550 WARRENVILLE ROAD 102 LISLE IL 60532 4334628 0 X WWW.LEADINGAGEIL.ORG X 1986 IL LEADINGAGE ILLINOIS' MISSION IS TO ADVANCE EXCELLENCE AND INNOVATION IN ADULT LIFE SERVICES. COMMITTED TO ADVANCING EXCELLENCE, WE ADVOCATE FOR QUALITY SERVICES, PROMOTE INNOVATIVE PRACTICES, AND FOSTER COLLABORATION. WE SERVE THE FULL SPECTRUM OF PROVIDERS INCLUDING HOME AND COMMUNITY BASED SERVICES (HCBS), SENIOR HOUSING, LIFE PLAN COMMUNITIES (LPC)/CONTINUING CARE RETIREMENT COMMUNITIES (CCRC), ASSISTED LIVING, SUPPORTIVE LIVING, ANDSKILLED NURSING/REHABILITATION CENTERS. 18 18 12 154 273967 33595 144204 1586656 2059640 2342826 89545 168981 224964 236165 2518353 4334628 0 0 0 0 1217500 1487228 0 0 0 1155640 1357085 2373140 2844313 145213 1490315 5141716 6856092 910406 824496 4231310 6031596 X ADVANCING EXCELLENCE AND INNOVATION IN ADULT LIFE SERVICES 0 0 GOVERNMENT RELATIONS: LEADINGAGE ILLINOIS PROVIDES ADVOCACY AND REGULATORY TECHNICAL SUPPORT TO MEMBERS, INCLUDING STATE AND FEDERAL ADVOCACY REPRESENTATION. ACTIVITIES INCLUDE EDUCATION AND UPDATES TO MEMBERS ON THE IMPACT OF RECENT AND ANTICIPATED LEGISLATION, REGULATORY CHANGES AFFECTING SERVICE PROVIDERS AND RESIDENTS. LEADINGAGE ILLINOIS ALSO EDUCATES AND ALERTS LEGISLATORS ON ISSUES AND INTERESTS OF THE SENIOR CARE INDUSTRY, INCLUDING COORDINATING LEGISLATOR VISITS AND PROVIDING QUANTITATIVE SUPPORT OF LEGISLATIVE CHALLENGES. IN 2024, LEADINGAGE ILLINOIS ADVOCATED TO PASS LEGISLATION TO CREATE A PERMANENT MEDICATION AIDE PROGRAM. MEDICATION AIDES ARE NOW PERMITTED IN ASSISTED LIVING, SUPPORTIVE LIVING, AND NURSING HOMES. LEADINGAGE ILLINOIS WORKED TO UNANIMOUSLY PASS A BILL ALLOWING NURSES IN ASSISTED LIVING COMMUNITIES TO PROVIDE CATHETER CARE TO RESIDENTS, ELIMINATING THE NEED FOR EXTERNAL CARE. LEADINGAGE ILLINOIS ALSO WORKED TO PASS LEGISLATION THAT STATES THAT WHEN A HEALTH CARE FACILITY IS FOUND LIABLE FOR AN INJURY TO A PATIENT OR RESIDENT BECAUSE OF A NEGLIGENT ACT PERFORMED BY AN AGENCY NURSE OR CNA, THE HEALTH CARE FACILITY HAS A RIGHT TO BE COMPENSATED BY THE NURSE AGENCY FOR ANY AND ALL EXPENSES, FINES, OR DAMAGES INCURRED RELATED TO ANY LIABILITY FOR THE NURSE AGENCY'S NEGLIGENCE, INCLUDING NEGLIGENT HIRING. IT FURTHER REQUIRES A CONTRACT ENTERED INTO BETWEEN THE NURSE AGENCY AND HEALTH CARE FACILITY TO CONTAIN A PROVISION SPECIFYING THAT THE HEALTH CARE FACILITY HAS A RIGHT TO BE COMPENSATED BY THE NURSE AGENCY FOR ANY AND ALL EXPENSES, FINES, OR DAMAGES INCURRED RELATED TO ANY LIABILITY FOR A NEGLIGENT ACT PERFORMED BY A NURSE OR CNA EMPLOYED, ASSIGNED, OR REFERRED BY THE NURSE AGENCY. LEADINGAGE ILLINOIS NEGOTIATED A HIGH-PRIORITY BILL ON REPORTING, POSTINGS, AND DISCLOSURES WITH MORE FAVORABLE LANGUAGE THAN INITIALLY PROPOSED FOR LIFE PLAN COMMUNITIES. THIS FOLLOWED EXTENSIVE ADVOCACY WORK, INCLUDING MULTIPLE MEETINGS WITH KEY LEGISLATORS. ULTIMATELY, THE BILL PASSED WITH LESS BURDENSOME REQUIREMENTS. ADDITIONALLY, LEADINGAGE ILLINOIS WAS ABLE TO STOP ANOTHER BILL THAT WOULD HAVE DRASTICALLY CHANGED THE ENTRANCE FEE REFUND PROCESS FOR LIFE PLAN COMMUNITIES. LEADINGAGE ILLINOIS NEGOTIATED LANGUAGE ON A BILL THAT WOULD HAVE CHANGED THE COMPOSITION OF THE ASSISTED LIVING ADVISORY BOARD, MAKING IT UNFAIR AND UNBALANCED. THIS WOULD HAVE NEGATIVELY IMPACTED THE PROVIDER PERSPECTIVE ON THE BOARD, WHICH LEADINGAGE ILLINOIS CREATED THROUGH PASSED LEGISLATION IN 2023. WE STOPPED THE SENATE VERSION OF THIS YEAR'S BILL AND NEGOTIATED WITH THE SPONSOR AND STAKEHOLDERS ON THE HOUSE VERSION, SIMPLY CLARIFYING THE BOARD POSITIONS, RATHER THAN CHANGING THE COMPOSITION. EDUCATIONAL: LEADINGAGE ILLINOIS IS COMMITTED TO PROVIDING ITS MEMBERS WITH THE BEST LEARNING OPPORTUNITIES FOR THE MOST EFFECTIVE COSTS. WITH ITS COUNTLESS EDUCATIONAL SESSIONS, CONFERENCES, SEMINARS, AND WORKSHOPS, LEADINGAGE ILLINOIS WORKS TO ADVANCE ITS MEMBERS' UNDERSTANDING OF THE MOST IMPORTANT ISSUES IN THE ADULT CARE INDUSTRY. IN 2024, LEADINGAGE ILLINOIS CONNECTED OVER 1,000 ATTENDEES AT THE ANNUAL MEETING AND EXPO FOCUSING ON STRATEGIES FOR THRIVING IN THE RAPIDLY CHANGING SENIOR LIVING AND SERVICES ENVIRONMENT THAT INCLUDED UP TO 10 CONTINUING EDUCATION CREDITS. LEADINGAGE ILLINOIS DELIVERED OVER 25 PROGRAMS IN PERSON AND/OR ONLINE, MANY OF WHICH WERE OFFERED AT NO CHARGE TO MEMBERS, FOR MORE THAN 90 CONTINUING EDUCATION CREDITS. LEADINGAGE ILLINOIS HOSTED ANOTHER RECORD-BREAKING ASSISTED LIVING BOOTCAMP IN TWO LOCATIONS WITH OVER 160 ATTENDEES AND HOSTED AN IN-PERSON LEGAL WORKSHOP FROM THREE DIFFERENT LAW FIRMS COVERING A VARIETY OF LEGAL TOPICS. AS OF NOVEMBER 1, 2024, ALL WEBINARS CURATED BY LEADINGAGE ILLINOIS AND IOWA ARE FREE FOR ALL MEMBERS. MEMBERSHIP SERVICES: LEADINGAGE ILLINOIS IS A STATEWIDE ASSOCIATION DEDICATED TO REPRESENTING THE LEADING PROVIDERS OF THE COMPLETE CONTINUUM OF SERVICES FOR OLDER ADULTS, INCLUDING NURSING CARE, ASSISTED AND SUPPORTIVE LIVING, SENIOR HOUSING AND HOME AND COMMUNITY-BASED SERVICES. ON OCTOBER 31, 2024, LEADINGAGE ILLINOIS MERGED WITH LEADINGAGE IOWA. THIS STRATEGIC PARTNERSHIP MAKES A SIGNIFICANT MILESTONE FOR BOTH ORGANIZATIONS, AIMED AT ENHANCING THE ABILITY TO SERVICE AND SUPPORT THE INDIVIDUALS AND ORGANIZATIONS WHO SERVE OLDER ADULTS IN BOTH ILLINOIS AND IOWA. LEADINGAGE ILLINOIS IS HIGHLY COMMITTED TO THE ADVANCEMENT OF QUALITY AND INNOVATION IN OLDER ADULT SERVICES. IN 2024, LEADINGAGE ILLINOIS LAUNCHED A NEW NETWORKING INITIATIVE FOR MEMBERS IN VARIOUS REGIONS IN ILLINOIS AND IOWA. WITH THE MERGER WITH LEADINGAGE IOWA BRINGS A DIRECTOR OF CLINICAL SERVICES WHO HAS HELPED COUNTLESS MEMBERS ON QUESTIONS, BEST PRACTICES, COLLABORATION WITH STATE HEALTH ORGANIZATIONS, AS WELL AS PROVIDING ALL RELEVANT MEMBERS WITH CMS 5 STAR DATA INFORMATION. MEMBERS HAVE ACCESS TO A PLETHORA OF RESOURCES ON THROUGH THEIR ONLINE MEMBERSHIP PORTAL, INCLUDING REGULATORY EXPERTISE, BEST PRACTICES, WORKFORCE SOLUTIONS, PROFESSIONAL EDUCATION, AND POLICIES AND PROCEDURES. LEADINGAGE ILLINOIS OFFERED 800+ JOB LISTINGS ON THE LEADINGAGE ILLINOIS JOB BOARD. THROUGH THE PARTNERSHIP WITH VALUE FIRST, MEMBERS SAVED ROUGHLY $325,000 ON NEW FOOD ACCOUNTS, APPROXIMATELY $40,000 ON MEDICAL, AND $35,000 WITH OTHER VENDOR PARTNERS. LEADINGAGE ILLINOIS PARTNERS WITH VALUE FIRST VENDORS TO SHARE INSIGHTS ON HELPING MEMBERS WITH SAVINGS SOLUTIONS THROUGH PRESENTATIONS AT THE ANNUAL MEETING AND EXPO, WORKSHOPS, WEBINARS, AND INDIVIDUAL SITE VISITS, AND DELIVERED TO VALUE FIRST ILLINOIS MEMBERS' SITES PROVIDING AN AVERAGE OF 14% SAVINGS ACROSS ALL CATEGORIES. 0 1 0 1 0 0 0 0 0 1 0 0 0 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 18 0 1 12 1 1 1 0 0 0 1 1 0 0 0 X 18 18 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ANGELA SCHNEPF 6303256170 550 WARRENVILLE ROAD SUITE 102 LISLE IL 60532 ANDREW KAZMIERCZAK MEMBER 1.00 1.00 X 0 0 0 BECKY SMITH MEMBER 1.00 1.00 X 0 0 0 BRIAN REINHOLD SECRETARY 1.00 1.00 X X 0 0 0 DAVID GUTHRIDGE CABINET PRESIDENT 1.00 1.00 X 0 0 0 ELIZABETH MCLAREN IMMED PAST CHAIR 2.00 1.00 X X 0 0 0 JACQUELINE SANDER CABINET PRESIDENT 1.00 1.00 X 0 0 0 JANELLE CHADWICK MEMBER 1.00 1.00 X 0 0 0 KAREN LARSON MEMBER 1.00 1.00 X 0 0 0 MATT FEUCHT MEMBER 1.00 1.00 X 0 0 0 MATT RIEHLE CHAIR-ELECT 2.00 1.00 X X 0 0 0 MEGAN TENGERSTROM CABINET PRESIDENT 1.00 1.00 X 0 0 0 NADIA GEIGLER TREASURER 2.00 1.00 X X 0 0 0 NADIM ABI-ANTOUN CHAIR 4.00 1.00 X X 0 0 0 RON SCHAEFER MEMBER 1.00 1.00 X 0 0 0 SHERRY BARTER HAMLIN CABINET PRESIDENT 1.00 1.00 X 0 0 0 SLOAN BENTLEY MEMBER 1.00 1.00 X 0 0 0 JASON LUNDY AD HOC 1.00 1.00 X 0 0 0 JEREMY BRUNE AD HOC 1.00 1.00 X 0 0 0 ANGELA SCHNEPF PRESIDENT AND CEO 37.50 X 303430 0 31373 DANIEL CHURCHILL EXECUTIVE VICE PRESIDENT 37.50 X 162898 0 19391 ERIN WOLKOTTE DIRECTOR OF MEETINGS AND EDUCATION 37.50 X 127283 0 10466 JASON SPEAKS DIRECTOR OF GOVERNMENT RELATIONS 37.50 X 129287 0 4444 SLOANE GRUBB DIRECTOR OF MEMBERSHIP 37.50 X 128218 0 29922 TERRY ROMIN GPO ADVISOR 37.50 X 131349 0 20288 982465 0 115884 6 0 1 0 BEN LAZARE CONSULTING 601 WEST MONROE STREET SPRINGFIELD IL 62704 LOBBYING SERVICES 119000 1 1586656 1586656 MEMBERSHIP DUES 611430 1682066 1682066 EDUCATIONAL PROGRAMS 611430 598321 343503 254818 OTHER SHARED SERVICE 561300 57639 57639 PROGRAM BOOK ADS 541800 4050 4050 AD REV E-NEWS/BLASTS 513190 750 750 2342826 168981 168981 VALUE FIRST MARKETING 561000 211528 211528 OTHER INCOME 900099 14818 14818 REIMBURSE OF ALLOC EXP 900099 9819 9819 236165 4334628 2050206 273967 423799 517091 786298 8033 85691 90115 85741 32095 84000 165101 6708 63290 104136 84751 58236 585884 47 7912 12034 FEDERAL AND STATE TAXES 11363 MEMBERSHIP 38999 PROFESSIONAL DEVELOPMEN 12798 BAD DEBT 2998 992 2844313 1765477 1743046 80895 65985 55652 54307 103167 78298 22769 24869 2873643 4689890 343280 277995 5141716 6856092 210683 271666 315593 195479 384130 357351 910406 824496 X 4231310 6031596 4231310 6031596 5141716 6856092 1490315 309971 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 1574224 147743 -31410 116333 94453 21880 5565 259 5306 97602 78039 19563 24869 DUE TO NATIONAL ORGANIZATION 24459 RIGHT OF USE LIABILITY 328684 DUE TO LEADINGAGE IOWA 4208 357351 X PART X, LINE 2: THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN ARE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. AS OF DECEMBER 31, 2024, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X X X 0 0 0 ANGELA SCHNEPF PRESIDENT AND CEO 267941 0 35489 0 0 0 10897 0 20476 0 334803 0 0 0 DANIEL CHURCHILL EXECUTIVE VICE PRESIDENT 157898 0 5000 0 0 0 5817 0 13574 0 182289 0 0 0 SLOANE GRUBB DIRECTOR OF MEMBERSHIP 128218 0 0 0 0 0 4583 0 25339 0 158140 0 0 0 TERRY ROMIN GPO ADVISOR 131349 0 0 0 0 0 4606 0 15682 0 151637 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE AMENDED FOR THE CHANGE IN NAME FROM LIFE SERVICES NETWORK OF ILLINOIS TO LEADINGAGE ILLINOIS. ADDITIONALLY, GIVEN THE ACQUISITION OF LEADINGAGE IOWA, THE BYLAWS WERE ALSO AMENDED TO INCLUDE THE STATE OF IOWA AS AN ELIGIBLE CLASS OF MEMBER. FUTHERMORE, THE NUMBER OF AT LARGE DIRECTORS WAS REDUCED FROM UP TO 9 TO 7. FORM 990, PART VI, SECTION A, LINE 6 LIFE SERVICES NETWORK IS A MEMBERSHIP ORGANIZATION WITH MEMBERS THAT ARE PROVIDERS OF SENIOR LIVING, CARE, SERVICES AND SUPPORTS. NON-VOTING MEMBERS ARE BUSINESS MEMBERS, ASSOCIATE MEMBERS, AFFILIATE MEMBERS, STUDENT MEMBERS AND HONORARY MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A CABINET CHAIRS ARE ELECTED BY THE CABINETS AND AT-LARGE MEMBERS ARE ELECTED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD REVIEWS AND APPROVES THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE ANNUALLY AT THE BOARD MEETING PRECEEDING THE ANNUAL CONFERENCE WHEN NEW BOARD MEMBERS ARE INSTALLED. IN ADDITION, BOARD MEMBERS ARE ASKED TO OUTLINE ANY CONFLICTS OF INTEREST THEY MAY HAVE BASED ON AGENDA ITEMS TO BE DISCUSSED. FORM 990, PART VI, SECTION B, LINE 15 15A. THE COMPENSATION OF THE PRESIDENT IS DETERMINED BY THE BOARD AFTER REVIEWING EXECUTIVE COMPENSATION OF LIKE ORGANIZATIONS. 15B. KEY EMPLOYEES' SALARIES ARE REVIEWED BY THE PRESIDENT AND ARE SENT OUT FOR BENCHMARK COMPARISON THROUGH HUMAN RESOURCE SOURCE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON REQUEST. LIFE SERVICES NETWORK FOUNDATION 550 WARRENVILLE RD SUITE 102 LISLE IL 60532 362495443 RETIREMENT HOME INDUSTRY EDUCATION IL 501(C)(3) SECTION 509(A)(2) 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0