2025-09-30T13:07:46-05:00 2024-11-30 994625061 CRI ADVISORS LLC 2633 CENTENNIAL BLVD STE 200 TALLAHASSEE FL 32308 990 2023-12-01 237335883 LEADINGAGE FLORIDA EDUCATION FOUNDATION INC D/B/A LEADINGAGE SOUTHEAST EDUCATIO LEAD 8506713700 1812 RIGGINS ROAD TALLAHASSEE FL 32308 STEVE D BAHMER PRESIDENT/CEO 8506713700 2025-09-29 1 1 THOMAS E MONTALBANO P02060312 8508788777 2025-09-23 2023 2025-03-06 01:10:19Z X STEVE D BAHMER 1812 RIGGINS ROAD TALLAHASSEE FL 32308 598789 0 X WWW.LEADINGAGE.ORG X 1963 FL TO REPRESENT AND PROMOTE THE COMMON INTEREST OF CONTINUING CARE/LIFE PLAN RETIREMENT COMMUNITIES, ASSISTED LIVING FACILITIES, NURSING HOMES AND LOW INCOME SENIOR AFFORDABLE HOUSING MEMBERS THROUGH EDUCATION, LEADERSHIP DEVELOPMENT AND SHARED SERVICES TO ENHANCE THEIR ABILITY TO SERVE FLORIDA'S AGING ADULTS. 9 9 0 9 0 0 20000 288880 24042 13800 181373 84077 33115 38234 258530 424991 9046 5075 0 0 0 0 0 0 0 199381 230528 208427 235603 50103 189388 3216604 3779814 18798 29435 3197806 3750379 X TO REPRESENT AND PROMOTE THE COMMON INTEREST OF CONTINUING CARE/LIFE PLAN RETIREMENT COMMUNITIES, ASSISTED LIVING FACILITIES, NURSING HOMES AND LOW INCOME SENIOR AFFORDABLE HOUSING MEMBERS THROUGH EDUCATION, LEADERSHIP DEVELOPMENT AND SHARED SERVICES TO ENHANCE THEIR ABILITY TO SERVE FLORIDA'S AGING ADULTS. 0 0 143393 5075 13841 DEVELOP AND PROMOTE EDUCATION PROGRAMS AND SERVICES ESTABLISHED TO PROMOTE FLORIDA'S CONTINUING CARE/LIFE PLAN RETIREMENT COMMUNITIES, LOW INCOME SENIOR AFFORDABLE HOUSING, ASSISTED LIVING, AND NURSING HOME COMMUNITIES. 143393 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 FL X KACIE MCCLOUD 8506713700 1812 RIGGINS ROAD TALLAHASSEE FL 32308 DAWN JIMENEZ TERM OCT 2023 VICE PRESIDENT, OPERATIONS 3.00 40.00 X 0 153880 17835 STEVE BAHMER PRESIDENT/CEO 3.00 40.00 X 0 372318 40643 GARRY HENNIS CHAIR 0.20 1.12 X 0 0 0 TERESA SCOTT CHAIR-ELECT 0.12 0.48 X 0 0 0 STEVE KRAMER TREASURER 0.12 0.40 X 0 0 0 BRUCE JONES IMMEDIATE PAST CHAIR 0.12 0.40 X 0 0 0 SCOTT CAIRNS CCRC PUBLIC POLICY CHAIR 10/01-06/30 0.10 0.00 X 0 0 0 CHRISTOPHER TOMLIN AFFORDABLE HOUSING CHAIR 0.10 0.48 X 0 0 0 JANET STRINGFELLOW SECRETARY 0.10 0.44 X 0 0 0 MAURI MIZRAHI NURSING HOME CHAIR 0.10 0.32 X 0 0 0 BROOKE MCLEAN ALF/HCBS POLICY CHAIR 0.10 0.56 X 0 0 0 TROY CHURCHILL CCRC PUBLIC POLICY CHAIR 07/01-11/30 0.10 0.24 X 0 0 0 0 526198 58478 0 0 1 0 0 288880 288880 EDUCATIONAL PROGRAMMIN 611710 13800 13800 13800 85837 85837 34049 0 34049 34049 34049 169554 171023 291 -1469 -291 -1760 -1760 6628 2484 4144 4144 OTHER INCOME 900099 41 41 41 424991 13841 0 122270 5075 5075 5805 3483 2322 16794 10076 6718 20000 12000 8000 1036 622 414 45010 27006 18004 2081 1249 832 63199 37919 25280 38048 22829 15219 4218 2531 1687 EDUCATIONAL PROGRAMMING 34081 20449 13632 DUES & SUBSCRIPTIONS 256 154 102 235603 143393 92210 0 89289 298324 154467 50357 5019 420 306869 263077 16815 24687 966547 569825 429189 396722 2214956 2746227 3216604 3779814 1828 4056 16970 25379 18798 29435 X 3147532 3694431 50274 55948 3197806 3750379 3216604 3779814 X 189388 336765 26420 X X 0 1 X 1 0 X 20000 288880 308880 24042 13800 37842 44042 302680 346722 0 10000 97810 107810 10000 97810 107810 238912 88742 87245 88582 104727 119886 489182 88742 87245 88582 104727 119886 489182 305 42 42 58 41 488 89047 87287 88624 148827 422607 836392 0.28560 0.73950 0.58490 0.17410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 130596 130596 610978 419856 191122 142849 125465 17384 82124 24504 57620 396722 INVESTMENT IN VALUE FIRST 58750 C AMB INVESTMENTS 2418634 F INVESTMENT IN FAHA H&S 268843 C 2746227 X 774158 336765 29196 365961 408197 16794 16794 424991 221585 2776 2776 218809 16794 16794 235603 PART X, LINE 2: LEADINGAGE FLORIDA EDUCATION FOUNDATION, INC., LEADINGAGE FLORIDA, INC. AND FAHA H&S ARE UTILIZING THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINITY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF NOVEMBER 30, 2024, LEADINGAGE FLORIDA EDUCATION FOUNDATION, INC., LEADINGAGE FLORIDA, INC. AND FAHA H&S HAVE NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCOME/LOSS IN SUBSIDIARY 26,421. CLASSIFICATION DIFFERENCE 2,775. PART XII, LINE 2D - OTHER ADJUSTMENTS: CLASSIFICATION DIFFERENCE 2,775. ROUNDING 1. 0 SCHOLARSHIP 4 5075 0 0 0 0 0 0 0 0 0 STEVE BAHMER PRESIDENT/CEO 0 372318 0 0 0 0 0 29700 0 10943 0 412961 0 0 DAWN JIMENEZ TERM OCT 2023 VICE PRESIDENT, OPERATIONS 0 153880 0 0 0 0 0 14175 0 3660 0 171715 0 0 PART I, LINE 3 LEADINGAGE FLORIDA, INC., A RELATED ENTITY, COMPENSATES THE PRESIDENT/CEO. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION ADDED A D/B/A, LEADINGAGE SOUTHEAST EDUCATION FOUNDATION, TO ITS NAME ON 12/12/2023. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS COMPRISED OF SKILLED NURSING FACILITIES, INDEPENDENT LIVING FACILITIES, LOW-INCOME AFFORDABLE HOUSING FACILITIES AND ASSISTED LIVING FACILITIES FOR AGING ADULTS IN THE STATE OF FLORIDA. FORM 990, PART VI, SECTION A, LINE 7A OFFICERS AND TRUSTEES SHALL BE ELECTED BY THE MEMBERSHIP AT THE ANNUAL MEMBERSHIP MEETING. REGION CHAIRS ARE ELECTED BY THE MEMBERS OF THE APPLICABLE REGION WHO ARE ELIGIBLE TO VOTE. FORM 990, PART VI, SECTION A, LINE 7B EACH REGULAR MEMBER SHALL BE ENTITLED TO ONE VOTE, PLUS ONE ADDITIONAL VOTE FOR EACH ONE HUNDRED UNITS/BEDS, OVER THE FIRST FIFTY, OR A MAJOR FRACTION THEREOF, UPON WHICH DUES ARE PAID, IN THE GENERAL ASSEMBLY OF THE ASSOCIATION. A TWO-THIRDS (2/3) MAJORITY OF VOTES CAST BY THE VOTING MEMBERS PRESENT WILL BE NECESSARY TO PASS ANY MOTION. FORM 990, PART VI, SECTION B, LINE 11B DRAFT COPY OF IRS FORM 990 FILING IS REVIEWED BY THE FINANCE AND AUDIT COMMITTEE OF LEADINGAGE FLORIDA WITH RECOMMENDATION TO THE BOARD FOR APPROVAL TO FILE, APPROVAL TO FILE FOR EXTENSION OR RECOMMENDATION TO REVISE TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C ALL EXPENDITURES RELATED TO NEW SERVICES OR PRODUCTS ARE REVIEWED AND APPROVED BASED ON WHAT BENEFITS THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: INCOME/LOSS FROM SUBSIDIARY 26,421. ROUNDING -1. FORM 990, PART XII, LINE 2C THERE HAVE BEEN NO CHANGES FROM THE PRIOR YEAR. FORM 990, PART XI, LINE 8 SUBSIDIARY INCOME FOR THE 11/30/24 FISCAL YEAR THAT WAS NOT CAPTURED ON THE 11/30/24 FORM 990. LEADINGAGE FLORIDA INC 1812 RIGGINS ROAD SUITE 1 TALLAHASSEE FL 32308 384134079 MEMBERSHIP ORGANIZATION FL 501(C)(3) 0 LEADINGAGE FLORIDA POLITICAL COMMITTEE 1103 HAYS STREET TALLAHASSEE FL 32301 843992421 SUPPORT OR OPPOSE CANDIDATES FOR ELECTIVE OFFICE AND OTHER ACTIVITIES FL 527 LEADINGAGE FLORIDA INC 0 FL ASSOCIATION OF HOMES FOR THE AGING HEALTH & SERVICES CORP 1812 RIGGINS ROAD TALLAHASSEE FL 32308 593422660 BUSINESS LIAISON SERVICES FL LEADINGAGE FLORIDA INC C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0