2025-11-10T13:48:00-06:00 2024-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2024-01-01 352509858 LEADINGAGE CALIFORNIA LEAD 9163925111 1315 I STREET 100 SACRAMENTO CA 95814 JEANNEE PARKER MARTIN PRESIDENT/CEO 9163925111 2025-11-10 1 0 AMANDA H WILLIAMS P01281212 9166466464 2025-11-10 2024 2025-03-06 01:10:19Z JEANNEE PARKER MARTIN 1315 I STREET 100 SACRAMENTO CA 95814 5086722 0 X WWW.LEADINGAGECA.ORG/ X 2014 CA TO ADVANCE HOUSING, CARE AND SERVICES FOR OLDER ADULTS. 19 18 24 75 0 0 138292 143339 2497721 2647191 241683 218284 1303874 1641457 4181570 4650271 0 0 0 0 2211472 2674977 0 0 0 1632446 1885309 3843918 4560286 337652 89985 4592631 6442310 959049 2592179 3633582 3850131 X TO ADVANCE HOUSING, CARE AND SERVICES FOR OLDER ADULTS. 0 0 PUBLIC POLICY: PROVIDES PUBLIC POLICY ADVOCACY ON BEHALF OF THE ASSOCIATION'S MEMBERS. PUBLIC POLICY: PROVIDES REGULATORY ADVICE AND TECHNICAL ASSISTANCE TO THE ASSOCIATION'S MEMBERS. SOCIAL IMPACT INITIATIVES: MANAGES MULTIPLE INITIATIVES WITH THE COMMON GOAL OF CREATING HEALTH EQUITY FOR OLDER CALIFORNIANS EVENTS: PROVIDES THE ANNUAL INDUSTRY CONFERENCE (AGING) AND PUBLIC POLICY CONFERENCE TO THE ASSOCIATION'S MEMBERS. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 0 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 0 0 1 16 0 1 24 1 0 0 0 0 1 1 0 0 0 X 19 18 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X JEANNEE PARKER MARTIN CEO 9164693363 1315 I STREET SUITE 100 SACRAMENTO CA 95814 JEANNEE PARKER MARTIN PRESIDENT/CEO & DIRECTOR 20.00 20.00 X X 526497 0 29851 CYNTHIA WARD CFO - HIRE DATE 6/03/2024 28.00 12.00 X 162107 0 4798 LISA MCCARGAR CFO - TERM ENDED 4/30/2024 28.00 12.00 X 76969 0 400 VALERIE SHEEHAN PRESIDENT & CEO, CALPACE 40.00 X 211359 0 26588 MEGHAN ROSE CHIEF GOVERNMENT AFFAIRS OFFICER 28.00 12.00 X 211079 0 17819 SOUA VANG CHIEF EDUCATION & MARKETING OFFICER 20.00 20.00 X 205573 0 20182 AMBER KING VP - LEGISLATIVE AFFAIRS 40.00 X 158397 0 9391 SHERRY SAVILLE CONTROLLER 28.00 12.00 X 144555 0 7435 SHERI PEIFER CHAIR 0.50 0.50 X X 0 0 0 JASMINE BORREGO IMMEDIATE PAST CHAIR 0.50 0.50 X X 0 0 0 STUART HARTMAN CHAIR ELECT 0.50 0.50 X X 0 0 0 TOM BRIODY VICE CHAIR 0.50 0.50 X X 0 0 0 DEBORAH HERBERT SECRETARY 0.50 0.50 X X 0 0 0 PATRICIA WILLIAMS TREASURER 0.50 0.50 X X 0 0 0 GINNA BAIK DIRECTOR-AT-LARGE 0.50 0.50 X 0 0 0 SEAN KELLY DIRECTOR-AT-LARGE 0.50 0.50 X 0 0 0 KENDRA ROBERTS DIRECTOR-AT-LARGE 0.50 0.50 X 0 0 0 PETER SPENCER DIRECTOR-AT-LARGE, RESIDENT 0.50 0.50 X 0 0 0 KEVIN VEITIA DIRECTOR-AT-LARGE, BUSINESS PARTNER 0.50 0.50 X 0 0 0 ANGELIQUE D'SILVA WILLIAMS REGIONAL REPRESENTATIVE 0.50 0.50 X 0 0 0 DAVID STIENSTRA REGIONAL REPRESENTATIVE 0.50 0.50 X 0 0 0 JIM HIGBEE REGIONAL REPRESENTATIVE 0.50 0.50 X 0 0 0 KEVIN BURKE REGIONAL REPRESENTATIVE 0.50 0.50 X 0 0 0 KIM DOMINY REGIONAL REPRESENTATIVE 0.50 0.50 X 0 0 0 MELINDA FORNEY REGIONAL REPRESENTATIVE 0.50 0.50 X 0 0 0 JAY ZIMMER REGIONAL REPRESENTATIVE 0.50 0.50 X 0 0 0 TUAN NGUYEN DIRECTOR-AT-LARGE, BUSINESS PARTNER 0.50 0.50 X 0 0 0 CHRIS ICHIEN REGIONAL REPRESENTATIVE 0.50 0.50 X 0 0 0 RONALD BOLDING DIRECTOR AT LARGE 0.50 0.50 X 0 0 0 1696536 0 116464 11 0 1 0 0 143339 143339 MEMBERSHIP DUES 900099 1895666 1895666 PROGRAM EVENTS 900099 517198 517198 SERVICE REVENUE 900099 234327 232755 1572 2647191 185335 185335 116079 116079 469400 436451 32949 32949 32949 INTERCOMPANY REIMBURSE 900099 1522434 1522434 MISCELLANEOUS 900099 2944 2944 1525378 4650271 4170997 0 335935 X 800622 1497119 68131 156335 152770 15678 64675 19048 477509 77677 172310 168757 101243 617364 3706 25929 16257 EMPLOYEE DEVELOPMENT 46317 DUES AND SUBSCRIPTIONS 27184 MISCELLANEOUS 26754 BANK AND MERCHANT FEES 21861 3040 4560286 403750 579228 17350 17004 77602 123630 127392 181983 246971 164035 138514 82936 3582481 3925588 222129 263579 23413 1268362 4592631 6442310 278061 310139 429926 1682016 136723 132737 114339 467287 959049 2592179 X 3633582 3850131 3633582 3850131 4592631 6442310 89985 131639 -5075 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 32129 26176 5953 53111 47457 5654 161731 90402 71329 82936 DUE FROM AFFILIATE 1268362 1268362 DUE TO LEADINGAGE NATIONAL 460627 RIGHT OF USE LEASE ASSET 6660 467287 X X 0 0 0 JEANNEE PARKER MARTIN PRESIDENT/CEO & DIRECTOR 430825 0 83672 0 12000 0 21231 0 8620 0 556348 0 0 0 CYNTHIA WARD CFO - HIRE DATE 6/03/2024 162107 0 0 0 0 0 0 0 4798 0 166905 0 0 0 VALERIE SHEEHAN PRESIDENT & CEO, CALPACE 211359 0 0 0 0 0 13416 0 13172 0 237947 0 0 0 MEGHAN ROSE CHIEF GOVERNMENT AFFAIRS OFFICER 184479 0 26600 0 0 0 12455 0 5364 0 228898 0 0 0 SOUA VANG CHIEF EDUCATION & MARKETING OFFICER 178973 0 26600 0 0 0 12455 0 7727 0 225755 0 0 0 AMBER KING VP - LEGISLATIVE AFFAIRS 143400 0 14997 0 0 0 9073 0 318 0 167788 0 0 0 SHERRY SAVILLE CONTROLLER 130822 0 13733 0 0 0 6824 0 611 0 151990 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE COMPOSITION OF THE EXECUTIVE COMMITTEE IS AS FOLLOWS; BOARD CHAIRELECT, VICE CHAIR, SECRETARY, TREASURER, IMMEDIATE PAST BOARD CHAIR AND PRESIDENT/CHIEF EXECUTIVE OFFICER. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE MEMBERS OF LEADINGAGE CALIFORNIA'S GOVERNING BODY. EXCEPT AS MAY BE PROHIBITED BY LAW, THE EXECUTIVE COMMITTEE MAY ACT ON BEHALF OF THE BOARD IN ITS ORDINARY AND ROUTINE TRANSACTION OF BUSINESS AND SUCH OTHER MATTERS AS THE BOARD MAY DIRECT. REPORTS OF SUCH TRANSACTIONS MUST BE MADE TO THE BOARD. FORM 990, PART VI, SECTION A, LINE 6 VOTING MEMBERS CONSIST OF MEMBERS FROM ORGANIZATIONS THAT HAVE A PRIMARY MISSION OF SERVING SENIORS OR PHYSICALLY DISABLED AND MEET CERTAIN OTHER CRITERIA SPECIFIED IN LEADINGAGE OF CALIFORNIA'S BYLAWS. FORM 990, PART VI, SECTION A, LINE 7A VOTING MEMBERS HAVE THE RIGHT TO ELECT MEMBERS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B VOTING MEMBERS RATIFY THE BOARD MEMBER SELECTION AS WELL AS APPROVE GOVERNING DOCUMENTS, I.E., BYLAWS, NAME CHANGES, ETC. FORM 990, PART VI, SECTION B, LINE 11B MEMBERS OF THE FINANCE COMMITTEE WILL REVIEW THE FORM 990 IN DETAIL BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY SENDS ALL BOARD MEMBERS THE "INTERESTED PERSONS" POLICY. EACH BOARD MEMBER IS EXPECTED TO COMPLETE AND SIGN THE STATEMENT TO ASSURE COMPLIANCE WITH THE 49 PERCENT LIMITATION ON INTERESTED PERSONS IMPOSED BY THE CALIFORNIA CORPORATIONS CODE. FORM 990, PART VI, SECTION B, LINE 15 SALARY REVIEWS FOR ALL POSITIONS ARE REVIEWED ANNUALLY AT BUDGET TIME, BASED ON SURVEYS APPLICABLE TO THE INDUSTRY. FORM 990, PART VI, SECTION C, LINE 19 LEADINGAGE CALIFORNIA'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES 477,509. FORM 990, PAGE 12, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY OVER THE CONSOLIDATED FINANCIAL STATEMENT AUDIT AND THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. LEADINGAGE CALIFORNIA FOUNDATION 1315 I STREET SUITE 100 SACRAMENTO CA 95814 952383463 TO IMPROVE THE QUALITY OF LIFE AND SERVICES OF OLDER PERSONS CA 501(C)(3) LINE 10 0 LEADINGAGE CALIFORNIA PAC 1315 I STREET SUITE 100 SACRAMENTO CA 95814 471822150 TO SUPPORT THOSE SEEKING PUBLIC OFFICE THAT SUPPORT NONPROFIT HOUSING/CARE CA 527 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 LEADINGAGE CALIFORNIA FOUNDATION D 1268362 ACTUAL LEADINGAGE CALIFORNIA FOUNDATION O 181100 ACTUAL LEADINGAGE CALIFORNIA FOUNDATION N 84378 ACTUAL