2025-11-11T09:49:31-05:00 2024-12-31 833033790 DG PERRY PLLC 6745 LONGSHORE STREET STE 240 DUBLIN OH 43017 990 2024-01-01 264371469 LEADINGAGE OHIO LEAD 6144442882 2233 NORTH BANK DRIVE COLUMBUS OH 43220 SUSAN WALLACE PRESIDENT/CEO 6144442882 2025-10-31 true PAUL FULLERMAN CPAABV CVA P00968154 6144311040 2025-10-31 2024 2025-03-06 01:10:19Z SUSAN WALLACE 2233 NORTH BANK DRIVE COLUMBUS OH 43220 3643265 false X LEADINGAGEOHIO.ORG X OH ADVANCING SOLUTIONS FOR EXCEPTIONAL CARE AND SUCCESSFUL LIVING. 23 23 15 23 0 47925 282198 1701322 1622284 29135 269773 7485 1778382 2181740 0 0 1033912 1191539 0 0 552965 600045 1586877 1791584 191505 390156 2962065 3670174 143540 320871 2818525 3349303 X THE ASSOCIATION WAS ESTABLISHED FOR THE PURPOSE OF PROMOTING QUALITY CARE AND RESPONSIBLE MANAGEMENT OF NONPROFIT HOUSING FACILITIES FOR THE ELDERLY. ITS VISION IS TO EMPOWER OHIO ORGANIZATIONS TO OPTIMIZE CHOICES FOR SUCCESSFUL AGING. false false PROGRAM SERVICE EXPENSES ARE DIRECT EXPENSES OF SEMINARS, MEETINGS, PUBLICATIONS, AND WORKSHOPS. THE WORKSHOPS PROVIDE INFORMATION AND EDUCATION TO LEADINGAGE OHIO MEMBERS. PROGRAM SERVICE EXPENSES ARE DIRECT EXPENSES OF SEMINARS, MEETINGS, PUBLICATIONS, AND WORKSHOPS. THE WORKSHOPS PROVIDE INFORMATION AND EDUCATION TO LEADINGAGE OHIO MEMBERS. false false false true false false false false false true false false false true false true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 24 0 true 15 true false false false false false false false false X 23 23 false false false false true true false true true false false true true true true true true true false false X ANN CONN 6145459029 2233 NORTH BANK DRIVE COLUMBUS OH 43220 SUSAN WALLACE PRESIDENT/CE 40.00 1.00 X 193309 0 0 DENISE ANDERSON BOARD MEMBER 2.00 X 0 0 0 SALLI BOLLIN BOARD MEMBER 2.00 X 0 0 0 SCOTT A BUCHANAN BOARD MEMBER 2.00 X 0 0 0 ANN CONN TREASURER 2.00 X X 0 0 0 RICH BOYSON JR TREASURER 2.00 X X 0 0 0 BRETT KIRKPATRICK BOARD MEMBER 2.00 X 0 0 0 RICH LIMONGI BOARD MEMBER 2.00 X 0 0 0 JEFF LYCAN BOARD MEMBER 2.00 X 0 0 0 DAVE MANNION BOARD MEMBER 2.00 X 0 0 0 RICK MARSHALL BOARD MEMBER 2.00 X 0 0 0 GAYLE MATTSON BOARD MEMBER 2.00 X 0 0 0 JASON MILLER BOARD MEMBER 2.00 X 0 0 0 LYNN MOCK BOARD MEMBER 2.00 X 0 0 0 ERIC MURRAY SECRETARY 2.00 X X 0 0 0 APRIL QUEENER BOARD MEMBER 2.00 X 0 0 0 RICK RUSSELL BOARD MEMBER 2.00 X 0 0 0 ALLISON SALOPECK IMMEDIATE PA 2.00 X X 0 0 0 TERRY SPITZNAGEL BOARD MEMBER 2.00 X 0 0 0 BOB STILLMAN BOARD MEMBER 2.00 X 0 0 0 KRISTI STRAWSER CHAIR 2.00 X X 0 0 0 CHRIS WIDMAN BOARD MEMBER 2.00 X 0 0 0 JIMMY WILSON SECRETARY 2.00 X X 0 0 0 193309 1 false true false 282198 282198 MEMBERSHIP DUES 623000 1178321 1178321 MANAGEMENT FEE 623000 250000 250000 ADMINISTRATIVE FEE 623000 86438 86438 ASSOCIATE DUES 623000 72975 72975 SPONSORSHIP INCOME 623000 34550 34550 1622284 261198 261198 7485 7485 1470100 1461525 8575 8575 8575 2181740 1629769 269773 193309 741691 56964 128600 70975 28448 53558 115395 77333 10789 13683 85571 64538 21997 10191 4873 6307 PACE ASSOCIATIONS EXPENSE 62259 GRANT EXPENSE 17079 CREDIT CARD FEES 16227 DUES & SUBSCRIPTIONS 7238 4559 1791584 0 0 0 54270 43416 50006 150006 23324 24293 9118 13902 345424 337693 12605 7731 2717490 3377848 12500 12500 82752 40478 2962065 3670174 44413 141997 16375 138396 82752 40478 143540 320871 X 2818525 3349303 2818525 3349303 2962065 3670174 X 390156 140624 -2 X false true X true false false false false 1178521 115395 115395 99231 16164 204688 204688 140736 133005 7731 7731 SHORT TERM LEASE LIABILITY 40478 40478 2260104 140624 140624 2119480 62260 62260 2181740 1729326 1729326 62258 62258 1791584 SCHEDULE D, PAGE 4, PART XI, LINE 4B PACE ASSOCIATIONS REVENUE 62,259 ROUNDING ADJUSTMENT 1 SCHEDULE D, PAGE 4, PART XII, LINE 4B PACE ASSOCIATIONS EXPENSES 62,259 ROUNDING ADJUSTMENT -1 X X false false false SUSAN WALLACE PRESIDENT/CEO 193309 193309 FORM 990 - ORGANIZATION'S MISSION THE ASSOCIATION WAS ESTABLISHED FOR THE PURPOSE OF PROMOTING QUALITY CARE AND RESPONSIBLE MANAGEMENT OF NONPROFIT HOUSING FACILITIES FOR THE ELDERLY. ITS VISION IS TO EMPOWER OHIO ORGANIZATIONS TO OPTIMIZE CHOICES FOR SUCCESSFUL AGING. FORM 990, PAGE 2, PART III, LINE 4D PROGRAM SERVICE EXPENSES ARE DIRECT EXPENSES OF SEMINARS, MEETINGS, PUBLICATIONS, AND WORKSHOPS. THE WORKSHOPS PROVIDE INFORMATION AND EDUCATION TO LEADINGAGE OHIO MEMBERS. FORM 990, PAGE 6, PART VI, LINE 6 THERE ARE FOUR (4) CLASSES OF MEMBERS: (1) MEMBER ORGANIZATION: NOT-FOR-PROFIT ORGANIZATIONS PROVIDING HOUSING AND/OR SERVICES PRIMARILY FOR OLDER PERSONS AS AN INTEGRAL PART OF THEIR PROGRAM SHALL BE ELIGIBLE. ORGANIZATIONS SHALL MEET SUCH LICENSURE OR CERTIFICATION REQUIREMENTS, AS MAY BE IMPOSED BY GOVERNMENT AUTHORITIES. (A) MEMBERSHIP IN LEADINGAGE OHIO REQUIRES CONCURRENT MEMBERSHIP IN AAHSA. EACH MEMBER ORGANIZATION IS TO BE REPRESENTED AT ANNUAL OR SPECIAL MEETINGS OF THE ASSOCIATION, HAVING VOICE AND ONE (1) VOTE. ALL ELIGIBLE COMPONENTS OF MEMBER ORGANIZATIONS, WHICH ARE SIMILARLY CONTROLLED, ARE EXPECTED TO BE MEMBERS. THE LEADINGAGE OHIO BUDGET AND FINANCE COMMITTEE WILL REVIEW AND ACT UPON ANY WRITTEN REQUESTS FOR EXCEPTION AND/OR WRITTEN COMPLAINTS OF ABUSE OF MEMBERSHIP PRIVILEGES. (2) ASSOCIATES: ASSOCIATED MEMBERS SHALL HAVE A VOICE BUT NO VOTE AT ASSOCIATION MEETINGS, AND SHALL CONSIST OF: (A) ALLIED NOT-FOR-PROFIT ORGANIZATIONS, WHICH ARE NOT ELIGIBLE FOR AFFILIATION UNDER SUB-SECTIONS 1 OR 3 OF THIS SECTION, SHALL BE ELIGIBLE FOR ASSOCIATE MEMBERSHIP. (B) SOLE PROPRIETORS WORKING WITH AND PREDOMINATELY FOR THE BENEFIT OF NOT-FOR-PROFIT PROVIDERS OF SENIOR SERVICES SHALL BE ELIGIBLE FOR ASSOCIATE MEMBERSHIP. (C) CORPORATE OFFICES OVERSEEING MULTIPLE MEMBER ORGANIZATION SITES SHALL BE ELIGIBLE FOR ASSOCIATE MEMBERSHIP. THESE ASSOCIATES SHALL HAVE COMPLIMENTARY MEMBERSHIP. (D) UNEMPLOYED ADMINISTRATORS OR SENIOR STAFF, OR INDIVIDUALS NOT CURRENTLY WORKING IN THE SENIOR SERVICE FIELD, WHO ARE SEEKING TO REMAIN A PART OF THE NOT-FOR-PROFIT SENIOR SERVICE COMMUNITY, SHALL BE ELIGIBLE FOR ASSOCIATE MEMBERSHIP. (3) SUSTAINING FIRMS: THOSE FIRMS THAT CONDUCT BUSINESS WITH LEADINGAGE OHIO MEMBER ORGANIZATIONS AND DESIRE TO MAKE A CONTRIBUTION TO LEADINGAGE OHIO MAY BE SUSTAINING FIRM MEMBERS. SUSTAINING FIRMS SHALL HAVE NEITHER VOICE NOR VOTE IN ASSOCIATION MEETINGS. (4) HONORARY MEMBERS: THE LEADINGAGE OHIO BOARD OF DIRECTORS MAY DESIGNATE CERTAIN INDIVIDUALS AS HONORARY MEMBERS. (A) HONORARY MEMBERS SHALL HAVE VOICE BUT NO VOTE. (B) HONORARY MEMBERS MAY NOT BE AFFILIATED WITH A POTENTIAL FULL MEMBER, WHICH HAS NOT AVAILED ITSELF OF MEMBERSHIP. (C) HONORARY MEMBERS MAY NOT BE AFFILIATED WITH A PROPRIETARY ORGANIZATION OTHERWISE TYPICAL OF MEMBERS. FORM 990, PAGE 6, PART VI, LINE 7A MEMBERSHIP IN LEADINGAGE OHIO REQUIRES CONCURRENT MEMBERSHIP IN LEADINGAGE. EACH MEMBER ORGANIZATION IS TO BE REPRESENTED AT ANNUAL OR SPECIAL MEETINGS OF THE ASSOCIATION, HAVING VOICE AND ONE (1) VOTE. ALL ELIGIBLE COMPONENTS OF MEMBER ORGANIZATIONS, WHICH ARE SIMILARLY CONTROLLED, ARE EXPECTED TO BE MEMBERS. THE LEADINGAGE OHIO BUDGET AND FINANCE COMMITTEE WILL REVIEW AND ACT UPON ANY WRITTEN REQUESTS FOR EXCEPTION AND/OR WRITTEN COMPLAINTS OF ABUSE OF MEMBERSHIP PRIVILEGES. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND SENT TO THE CEO AND BUDGET AND FINANCE COMMITTEE FOR REVIEW. A COPY OF THE 990 WAS PROVIDED TO THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C THERE IS AN ANNUAL REVIEW/REVISION OF THE POLICY. FORM 990, PAGE 6, PART VI, LINE 15A THE PRESIDENT/CEO PROVIDES A SELF-EVALUATION AND EACH BOARD MEMBER COMPLETES AN ON-LINE SURVEY EVALUATION OF THE PRESIDENT/CEO. THE INFORMATION IS AGGREGATED AND THE RESULTS SHARED WITH THE BOARD AND PRESIDENT/CEO. THE CHAIRPERSON CONDUCTS A FOLLOW UP MEETING WITH THE PRESIDENT/CEO TO REVIEW GOALS AND IDENTIFY AREAS FOR IMPROVEMENT. TWO COMPENSATION SURVEYS ARE USED IN DETERMINING COMPENSATION: (1) THE LEADINGAGE ANNUAL STATE EXECUTIVE SALARY AND COMPENSATION SURVEY AND, (2) THE BI-ANNUAL NATIONAL COMPENSATION STUDY FOR ASSOCIATION CHIEF STAFF EXECUTIVES CONDUCTED BY THE AMERICAN RESEARCH COMPANY. FORM 990, PAGE 6, PART VI, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 PACE ASSOCIATIONS REVENUE -62,259 ROUNDING ADJUSTMENT -1 PACE ASSOCIATIONS EXPENSES 62,259 ROUNDING ADJUSTMENT -1 TOTAL -2 LEADINGAGE OHIO FOUNDATION 2233 NORTH BANK DRIVE COLUMBUS OH 43220 310966673 EDUCATION OH 501C3 7 LEADINGAGE LEADINGAGE OHIO false false false false false false false false false false false false true false true true false true false false LEADINGAGE OHIO FOUNDATION L 250000 FULLY ALLOCATED COST