2025-10-03T15:16:37-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990 2024-01-01 812276039 LEADINGAGE PA LEAD 7177635724 1100 BENT CREEK BOULEVARD MECHANICSBURG PA 17050 GARRY PEZZANO PRESIDENT/CEO 7177635724 2025-09-24 1 0 ROBERT WILLIAMS P01345960 5712279500 2025-09-23 2024 2025-03-06 01:10:19Z GARRY PEZZANO 1100 BENT CREEK BOULEVARD MECHANICSBURG PA 17050 3813913 0 X WWW.LEADINGAGEPA.ORG X 2016 PA LEADINGAGE PA IS A TRADE ASSOCIATION REPRESENTING MEMBERS CONSISTING PRIMARILY OF NOT-FOR-PROFIT ORGANIZATIONS THAT PROVIDE HOUSING, HEALTHCARE, HOME AND COMMUNITY-BASED SERVICES, AND RELATED GOODS AND SERVICES TO OLDER ADULTS IN PENNSYLVANIA. 24 24 19 28 0 0 0 0 2615895 2761628 143341 133646 850072 918639 3609308 3813913 0 0 0 0 2242721 2317772 0 0 0 1134384 1014130 3377105 3331902 232203 482011 13700409 14569108 3933609 3880436 9766800 10688672 LEADINGAGE PA'S MISSION STATEMENT IS TO PROMOTE THE INTERESTS OF ITS MEMBERS BY ENHANCING THEIR ABILITY TO PROVIDE QUALITY SERVICES EFFICIENTLY AND EFFECTIVELY; AND BY REPRESENTING THE MEMBERS THROUGH COOPERATIVE ACTION. 0 0 0 0 0 GENERAL MEMBERSHIP SERVICES - AS THE CHIEF ADVOCATE FOR NON-PROFIT PROVIDERS OF LONG-TERM CARE AND SERVICES AND THE ELDERLY INDIVIDUALS THEY SERVE, LEADINGAGE PA REPRESENTS THEIR INTERESTS AND CONCERNS THROUGH ITS COMMUNICATIONS WITH STATE LEGISLATURE AND REGULATORY AGENCIES. THROUGH ITS STAFF'S AND MEMBERS' PARTICIPATION ON ADVISORY PANELS AND GOVERNMENTAL TASK FORCES, ATTENDANCE AT PUBLIC HEARINGS, MONITORING OF LEGISLATION, AND THE DEVELOPMENT OF THE STATE BUDGET, LEADINGAGE PA ENSURES THAT ITS MEMBERSHIP RECEIVES THE ATTENTION AND RESOURCES NECESSARY TO CONTINUE THE DELIVERY OF QUALITY CARE AND SERVICES FOR THE AGING. 0 0 0 GOVERNMENT AFFAIRS - LEADINGAGE PA FOCUSES ON IDENTIFYING KEY ISSUES IMPACTING MEMBER COMMUNITIES AND ADVOCATING AND EDUCATING ON THEIR BEHALF FOR PUBLIC POLICY INITIATIVES THAT SUPPORT INDIVIDUAL RIGHTS, QUALITY CARE, AND EQUITABLE ACCESS AND REIMBURSEMENT FOR AGING SERVICES PROVIDERS. 0 0 0 1 0 0 0 0 0 1 1 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 1 1 1 1 0 1 46 0 19 1 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 PA X GARRY PEZZANO PRESIDENTCEO 7177903956 1100 BENT CREEK BOULEVARD MECHANICSBURG PA 17050 VICKI LOUCKS CHAIR 2.00 1.00 X X 0 0 0 BILL KINGSBURY CHAIR-ELECT 2.00 1.00 X X 0 0 0 DEBRA LARKIN SECRETARY 2.00 1.00 X X 0 0 0 JAMES PIEFFER IMMEDIATE PAST CHAIR 2.00 1.00 X X 0 0 0 CHRIS WRIGHT TREASURER 2.00 1.00 X X 0 0 0 LAJEUNE ADAMS BOARD MEMBER 1.00 0.00 X 0 0 0 DIANE BURFEINDT BOARD MEMBER 1.00 0.00 X 0 0 0 JACKIE DUNBAR-JACOB BOARD MEMBER 1.00 0.00 X 0 0 0 LORA GOMBOC BOARD MEMBER 1.00 0.00 X 0 0 0 KATIE GRIFFITH BOARD MEMBER 1.00 0.00 X 0 0 0 MARK IRWIN BOARD MEMBER 1.00 0.00 X 0 0 0 BRIAN LEVESQUE BOARD MEMBER 1.00 0.00 X 0 0 0 CAROL MCKINLEY BOARD MEMBER 1.00 0.00 X 0 0 0 MARY KAY MCMAHON BOARD MEMBER 1.00 0.00 X 0 0 0 AARON PRAZETZLE BOARD MEMBER 1.00 0.00 X 0 0 0 JENNIFER SCHWALM BOARD MEMBER 1.00 0.00 X 0 0 0 SCOTT STEVENSON BOARD MEMBER 1.00 0.00 X 0 0 0 LEN WEISER BOARD MEMBER 1.00 0.00 X 0 0 0 ERIC YOEGEL BOARD MEMBER 1.00 0.00 X 0 0 0 BRIAN DUKE BOARD MEMBER - AS OF JUN-24 1.00 0.00 X 0 0 0 JONATHAN HOLLINGER BOARD MEMBER - AS OF JUN-24 1.00 0.00 X 0 0 0 RUSSELL MAST BOARD MEMBER - AS OF JUN-24 1.00 0.00 X 0 0 0 ASHLEY RITTER BOARD MEMBER - AS OF JUN-24 1.00 0.00 X 0 0 0 LAURA ROY BOARD MEMBER - AS OF JUN-24 1.00 0.00 X 0 0 0 MARK BONDI BOARD MEMBER - LEFT JUN-24 1.00 0.00 X 0 0 0 FRANK DERMODY BOARD MEMBER - LEFT JUN-24 1.00 0.00 X 0 0 0 JARROD LEO BOARD MEMBER - LEFT JUN-24 1.00 0.00 X 0 0 0 REBECCA YOUNG BOARD MEMBER - LEFT JUN-24 1.00 0.00 X 0 0 0 GARRY PEZZANO PRESIDENT/CEO 36.50 1.00 X 326519 0 92331 CHARLES QUINNAN SVP & CHIEF GOV'T AFFAIRS 36.50 1.00 X 172780 0 48814 MARIANNE LAKE SR. VP OF EDUCATION & RESEARCH 1.00 36.50 X 130447 0 50276 NATALIE MACDONALD STRATEGY OFFICER 35.50 2.00 X 118895 0 31289 MEGAN STEDJAN VP, MEMBER EXCELLENCE 36.50 1.00 X 113313 0 37758 MARYANNE BRAWLEY CONTROLLER 30.00 6.50 X 107941 0 11065 969895 0 271533 6 0 1 0 RIDGE POLICY GROUP 401 N 2ND STREET HARRISBURG PA 17101 LOBBYING CONSULTING SERVICES 114480 1 DUES 561499 2334281 2334281 SPONSORSHIPS 561499 427347 427347 2761628 100344 100344 33302 0 33302 33302 33302 EDUCATIONAL SERVICES F 561499 518888 518888 LEADINGAGE DUES REBATE 561499 175088 175088 MANAGEMENT FEE 561000 167592 167592 57071 57071 918639 3813913 3512675 0 301238 609944 1318575 66429 186623 136201 4595 17685 114480 16001 156812 38165 35413 78908 180495 53874 34474 3818 61872 10451 PROGRAM HOSPITALITY 45312 EDUCATION 42729 ADVOCACY 36412 CREDIT LOSS EXPENSE 15877 66757 3331902 58672 1205069 3059897 1894886 91168 133292 804817 748335 76382 56482 3611739 3954165 5698254 5869361 204200 171528 900097 1284325 13700409 14569108 1280658 1403609 2133206 2396075 361368 158377 80752 3933609 3880436 X 9766800 10688672 9766800 10688672 13700409 14569108 X 482011 269389 170472 X 0 1 X 1 0 0 0 0 2334281 497758 497758 2334281 -1836523 804817 748335 56482 56482 INVESTMENT IN VALUE FIRST 128000 C INVESTMENT IN KAIROS 1101212 C INVESTMENT IN SUBSIDIARY 4640149 C 5869361 DUE FROM RELATED ORGANIZATION 1284325 1284325 DUE TO RELATED ORGANIZATION 80752 80752 X PART X, LINE 2: LEADINGAGE PA IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(6) OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ASSOCIATION TO EVALUATE TAX POSITIONS TAKEN BY LEADINGAGE PA AND RECOGNIZE A TAX LIABILITY OR ASSET IF LEADINGAGE PA HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS). LEADINGAGE PA HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY, TAX RETURNS FOR YEARS ENDED DECEMBER 31, 2021, AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. X X X X 0 1 0 GARRY PEZZANO PRESIDENT/CEO 299519 0 27000 0 0 0 34053 0 58278 0 418850 0 0 0 CHARLES QUINNAN SVP & CHIEF GOV'T AFFAIRS 167280 0 5500 0 0 0 10661 0 38153 0 221594 0 0 0 MARIANNE LAKE SR. VP OF EDUCATION & RESEARCH 125447 0 5000 0 0 0 7452 0 42824 0 180723 0 0 0 MEGAN STEDJAN VP, MEMBER EXCELLENCE 110313 0 3000 0 0 0 6934 0 30824 0 151071 0 0 0 NATALIE MACDONALD STRATEGY OFFICER 114895 0 4000 0 0 0 7333 0 23956 0 150184 0 0 0 PART I, LINE 4B THE FOLLOWING INDIVIDUALS RECEIVED CONTRIBUTIONS MADE TO 457F PLAN. THERE WERE NO DISTRIBUTIONS MADE. GARRY PEZZANO, CEO/PRESIDENT - $14,424 FORM 990, PART VI, SECTION A, LINE 1A AUTHORITY IS GRANTED TO THE EXECUTIVE COMMITTEE TO ACT ON BEHALF OF THE BOARD. THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE BOARD. DECISIONS MADE BY THE EXECUTIVE COMMITTEE ARE REPORTED TO THE FULL BOARD. FORM 990, PART VI, SECTION A, LINE 6 THERE WILL BE FOUR (4) CLASSES OF MEMBERSHIP, AS FOLLOWS: 1. VOTING MEMBERS. TO BE ELIGIBLE AS A VOTING MEMBER, AN ORGANIZATION MUST (I) PROVIDE FACILITY-BASED OR COMMUNITY-BASED HEALTH SERVICES OR CONGREGATE HOUSING AT A DISTINCT SITE LOCATED WITHIN THE COMMONWEALTH OF PENNSYLVANIA, INCLUDING BUT NOT LIMITED TO LONG-TERM CARE FACILITIES, PERSONAL CARE HOMES, ASSISTED LIVING FACILITIES, RETIREMENT COMMUNITIES, SUBSIDIZED HOUSING, HOME HEALTH AGENCIES AND ADULT DAY CARE CENTERS, (II) HAVE AND MAINTAIN ALL APPICABLE LICENSES AND CERTIFICATIONS FOR THEIR BUSINESS OPERATIONS, (III) CONDUCT THEIR BUSINESS IN ACCORDANCE WITH THE VALUES AND PRINCIPLES ADOPTED BY THE VOTING MEMBERS ON THE RECOMMENDATION OF THE BOARD ("STANDARDS"), (IV) COMPLY WITH THE POLICIES APPROVED BY THE BOARD FROM TIME TO TIME CONCERNING THE MEMBERSHIP AFFILIATES, AND (V) IF REQUIRED BY LEADGINGAGE (NATIONAL), BE A VOTING MEMBER OF LEADINGAGE (NATIONAL) OR HAVE SUBMITTED AN APPLICATION TO BECOME A VOTING MEMBER OF LEADINGAGE (NATIONAL). VOTING MEMBERS WILL PAY THE DUES APPROVED BY THE VOTING MEMBERS UPON THE RECOMMENDATION OF THE BOARD. VOTING MEMBERS ARE ELIGIBLE TO VOTE ON MATTERS REQUIRING THE APPROVAL OF THE VOTING MEMBERS AS SET FOR IN THESE BYLAWS. 2. HONORARY MEMBERS. HONORARY MEMBERSHIP IN LEADINGAGE PA MAY BE CONFERRED BY THE BOARD ON AN INDIVIDUAL WHO HAS RENDERED LONG AND MERITORIOUS SERVICE TO THE ASSOCIATION. HONORARY MEMBERS WILL PAY NO DUES AND HAVE NO VOTE. 3. BUSINESS MEMBERS. BUSINESS MEMBERS ARE COMMERCIAL AND PROFESSIONAL ORGANIZATIONS THAT OFFER SERVICES AND/OR SUPPLIES TO THE SENIOR LIVING INDUSTRY; PROVIDED, HOWEVER, THAT ANY ORGANIZATION THAT OWNS OR CONTROLS AN ORGANIZATION THAT IS NOT ELIGIBLE TO BE, BUT IS NOT, A VOTING MEMBER IS INELIGIBLE TO BE A BUSINESS MEMBER. BUSINESS MEMBERS WILL PAY THE DUES DETERMINED BY THE BOARD FROM TIME TO TIME BUT HAVE NO VOTE. 4. MISCELLANEOUS. IN ADDITION TO THE FOREGOING, THE BOARD MAY FROM TIME TO TIME ESTABLISH SPECIAL CATEGORIES OF NON-VOTING MEMBERS THAT ARE REASONABLY INTENDED TO FURTHER THE PURPOSE OF LEADINGAGE PA, SUCH AS RETIREE MEMBERS OR STUDENT MEMBERS. SUCH CATEGORIES OF MEMBERS WILL PAY THE DUES DETERIMED BY THE BOARD FROM TIME TO TIME BUT HAVE NO VOTE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY TAX ADVISORS OF A NATIONAL ACCOUNTING FIRM WITH INFORMATION PROVIDED BY MANAGEMENT. THE RETURN IS COMPLETED IN DRAFT FORM AND REVIEWED BY MANAGEMENT OF THE ORGANIZATION. THE RETURN IS THEN FINALIZED AND THE BOARD IS PROVIDED A COPY OF THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C LEADINGAGE PA HAS A REQUEST FOR PROPOSAL (RFP) PROCESS IN PLACE WHICH REQUIRES BID/PROPOSAL FROM ORGANIZATIONS/INDIVIDUALS PURSUING A CONTRACTUAL AND/OR CONSULTANT RELATIONSHIP WITH LEADINGAGE PA. THE PROPOSALS ARE REVIEWED BY APPROPRIATE STAFF AND MEMBER TASK FORCE AND/OR BOARD OF DIRECTORS. IN ADDITION, THERE IS A FORMAL CONFLICT OF INTEREST POLICY FOR THE BOARD OF DIRECTORS AND SENIOR TEAM MEMBERS THAT IS PROVIDED TO THE LEADINGAGE PA BOARD AND SENIOR MANAGEMENT ANNUALLY AND IS REVIEWED DURING A FORMAL ORIENTATION EACH YEAR WHEN THE NEW BOARD IS SEATED. LEADINGAGE PA'S PRESIDENT/CEO ALONG WITH THE BOARD CHAIR ENSURE THAT ALL BOARD MEMBERS AND THE SENIOR MANAGEMENT TEAM UNDERSTAND THE POLICY AND ARE IN COMPLIANCE. REVIEW AND SIGNED AGREEMENT ON CONFLICT OF INTEREST DONE ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 LEADINGAGE PA CONDUCTS A REVIEW AND STUDY OF SALARY SURVEY DATA OF LIKE ASSOCIATIONS/ORGANIZATIONS WITHIN PENNSYLVANIA AND OUTSIDE PENNSYLVANIA, AS WELL AS SIMILAR POSITIONS WITHIN OTHER STATE SENIOR SERVICES ASSOCIATIONS FOR THE CEO POSITION. THE COMPENSATION COMMITTEE, WHICH IS MADE UP OF THE BOARD EXECUTIVE COMMITTEE, EVALUATES, REVIEWS AND APPROVES THE CEO COMPENSATION EACH YEAR. THIS REVIEW AND APPROVAL IS DOCUMENTED IN THE BOARD MEETING MINUTES. OUTSIDE DATA WAS LAST OBTAINED IN 2024, AND INTERNAL EVALUATIONS ARE DONE ANNUALLY. FOR KEY EMPLOYEES, LEADINGAGE PA ALSO UTILIZES A WAGE AND COMPENSATION SYSTEM DEVELOPED BY AN OUTSIDE CONSULTANT AND UPDATED AS REQUESTED. REVIEW AND APPROVAL OF KEY EMPLOYEE SALARIES ARE DONE BY THE CEO. COMPLETE SALARY LINE ITEMS IN THE ANNUAL BUDGET ARE APPROVED BY THE BOARD. THIS REVIEW AND APPROVAL IS DOCUMENTED IN THE BOARD MEETING MINUTES. OUTSIDE DATA WAS LAST OBTAINED IN 2021, HOWEVER, INTERNAL EVALUATIONS ARE DONE ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED TO FULL BOARD OF DIRECTORS, BOARD OFFICERS, STAFF, AND ARE AVAILABLE UPON REQUEST TO MEMBERS AND THE PUBLIC. FORM 990'S ARE ALSO AVAILABLE THROUGH VARIOUS WEBSITES INCLUDING THE IRS. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INVESTMENT IN SUBSIDIARY 170,472. LEADINGAGE PA SERVICES LLC 1100 BENT CREEK BOULEVARD MECHANICSBURG PA 17050 812276039 HEALTHCARE MARKETING PA 42850 106268 LEADINGAGE PA PENNSYLVANIA ASSOCIATION OF NONPROFIT HOMES FOR THE AGING 1100 BENT CREEK BOULEVARD MECHANICSBURG PA 17050 236394750 PROVIDE GRANTS, EDUCATION, AND TRAINING PA 501(C)(3) LINE 10 LEADINGAGE PA 1 KAIROS HEALTH SYSTEMS INC 1100 BENT CREEK BOULEVARD MECHANICSBURG PA 17050 251776320 HEALTHCARE CONSULTING DE LEADINGAGE PA C 188996 1946848 1.00000 1 0 0 0 1 1 0 0 0 0 0 1 1 1 0 1 1 1 1 1 PENNSYLVANIA ASSOCIATION OF NONPROFIT HOMES FOR THE AGING K 177600 COST PENNSYLVANIA ASSOCIATION OF NONPROFIT HOMES FOR THE AGING L 165799 COST PENNSYLVANIA ASSOCIATION OF NONPROFIT HOMES FOR THE AGING O 518888 COST PENNSYLVANIA ASSOCIATION OF NONPROFIT HOMES FOR THE AGING Q 145788 COST PENNSYLVANIA ASSOCIATION OF NONPROFIT HOMES FOR THE AGING P 841000 ACTUAL PENNSYLVANIA ASSOCIATION OF NONPROFIT HOMES FOR THE AGING S 146000 ACTUAL PENNSYLVANIA ASSOCIATION OF NONPROFIT HOMES FOR THE AGING M 993368 ACTUAL PENNSYLVANIA ASSOCIATION OF NONPROFIT HOMES FOR THE AGING D 1195267 ACTUAL KAIROS HEALTH SYSTEMS INC Q 125055 COST