2023-11-14T15:48:32-06:00 2022-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2022-01-01 952383463 LEADINGAGE CALIFORNIA FOUNDATION LEAD 9163925111 1315 I STREET 100 SACRAMENTO CA 95814 JEANNEE PARKER MARTIN PRESIDENT/CEO 9163925111 2023-11-13 1 JEANNEE PARKER MARTIN 999009999 1 AMANDA H WILLIAMS P01281212 9166466464 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEANNEE PARKER MARTIN 1315 I STREET 100 SACRAMENTO CA 95814 26335537 0 X WWW.LEADINGAGECA.ORG X 1965 CA TO ADVANCE HOUSING, CARE AND SERVICES FOR OLDER ADULTS. 19 18 11 75 0 0 912467 26251004 56800 59221 16017 3213 0 0 985284 26313438 80512 1346 0 0 401740 827585 0 0 0 464830 1519041 947082 2347972 38202 23965466 1018061 25220561 442625 688586 575436 24531975 X TO ADVANCE HOUSING, CARE AND SERVICES FOR OLDER ADULTS. 1 0 1065315 15946 EDUCATION: PROVIDES EDUCATIONAL INFORMATION AND TRAINING FOR MEMBERS. 1066660 1346 43275 EVENTS: PROVIDES PROGRAMS SUCH AS SEMINARS AND TRAINING FOR THE ASSOCIATION'S MEMBERS. 2131975 1 1 0 1 0 0 0 0 0 0 1 0 0 0 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 0 0 1 0 0 0 1 5 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 18 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JEANNEE PARKER MARTIN CEO 9164693363 1315 I STREET SUITE 100 SACRAMENTO CA 95814 MEGHAN ROSE CHIEF GOVERNMENT AFFAIRS OFFICER 40.00 1.00 X 152746 0 5170 AMANDA DAVIDSON DIRECTOR OF CMP GRANTS 40.00 1.00 X 102376 0 3752 JOSHUA SMITH DIRECTOR OF DEI 40.00 1.00 X 102072 0 0 PETER HANSEL PRESIDENT/CEO CALPACE 1.00 40.00 X 0 145122 7275 SOUA VANG CHIEF EDUCATION & MARKETING OFFICER 1.00 40.00 X 0 167190 9925 JEANNEE PARKER MARTIN PRESIDENT/CEO & DIRECTOR 2.00 38.00 X X 0 432858 20642 CARLOS ENRIQUE MONTERO CFO 1.00 40.00 X 0 167150 508 DEBORAH HERBERT TREASURER 0.50 0.50 X X 0 0 0 JASMINE BORREGO IMMEDIATE PAST CHAIR 0.50 0.50 X X 0 0 0 MOLLY M FORREST CHAIR 0.50 0.50 X X 0 0 0 SHERI PEIFER CHAIR ELECT 0.50 0.50 X X 0 0 0 STUART HARTMAN VICE CHAIR 0.50 0.50 X X 0 0 0 TARA MCGUINNESS SECRETARY 0.50 0.50 X X 0 0 0 ANGELIQUE D'SILVA WILLIAMS REGIONAL REPRESENTATIVE 0.50 0.50 X 0 0 0 CHRIS ICHIEN REGIONAL REPRESENTATIVE 0.50 0.50 X 0 0 0 DAVID STIENSTRA REGIONAL REPRESENTATIVE 0.50 0.50 X 0 0 0 GINNA BAIK DIRECTOR AT LARGE/STRATEGIC 0.50 0.50 X 0 0 0 KIM DOMINY DIRECTOR AT LARGE/REGIONAL REPRESENTATIVE 0.50 0.50 X 0 0 0 KENDRA ROBERTS DIRECTOR AT LARGE 0.50 0.50 X 0 0 0 MELINDA FORNEY REGIONAL REPRESENTATIVE 0.50 0.50 X 0 0 0 PETER SPENCER DIRECTOR AT LARGE - RESIDENT 0.50 0.50 X 0 0 0 RONALD BOLDING DIRECTOR AT LARGE 0.50 0.50 X 0 0 0 TODD MURCH LEADINGAGE BOARD MEMBER 0.50 0.50 X 0 0 0 TOM BRIODY DIRECTOR AT LARGE 0.50 0.50 X 0 0 0 TUAN NGUYEN BUSINESS PARTNER DIRECTOR AT LARGE 0.50 0.50 X 0 0 0 357194 912320 47272 3 0 1 0 0 25947079 303925 26251004 WORKSHOPS 900099 43275 43275 EVENTS 900099 15946 15946 59221 3746 3746 21566 22099 -533 -533 -533 26313438 59221 0 3213 X 1346 1346 709991 576273 133718 19388 15737 3651 44070 35770 8300 54136 43940 10196 3600 3489 111 1382691 1340059 42632 30359 26279 4080 35421 29314 6107 45927 42201 3726 2824 2264 560 2211 1853 358 1200 962 238 MISCELLANEOUS 14808 12488 2320 2347972 2131975 215997 0 678540 5636046 15533 1469 146614 19235173 45 155964 90794 48886 44 41908 177285 150001 1018061 25220561 8375 62595 7150 17393 102954 427100 505644 442625 688586 X 374271 1001464 201165 23530511 575436 24531975 1018061 25220561 23965466 -29699 20772 0 X X 0 1 X 1 0 X 804665 405045 1525825 912467 1065187 4713189 625787 555968 66632 56800 59221 1364408 1430452 961013 1592457 969267 1124408 6077597 1437311 648176 761262 2846749 0 1437311 648176 761262 2846749 3230848 148942 123134 5622 16017 3746 297461 148942 123134 5622 16017 3746 297461 5 8205 8210 1579399 1092352 1598079 985284 1128154 6383268 0.50610 0.54430 0.04660 0.06890 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2018 AMOUNT: $ 5. 2019 AMOUNT: $ 8,205. SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: THE GATEWAY IN -WORKFORCE TRAINING FOR OLDER ADULTS DATE: 12/31/22 AMOUNT: 25185817. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 31014 31014 0 51677 9971 41706 8103 7901 202 41908 DUE TO AFFILIATE 505644 505644 X X X 0 0 0 0 0 0 0 0 0 MEGHAN ROSE CHIEF GOVERNMENT AFFAIRS OFFICER 142746 0 10000 0 0 0 0 0 5170 0 157916 0 0 0 PETER HANSEL PRESIDENT/CEO CALPACE 0 145122 0 0 0 0 0 7275 0 0 0 152397 0 0 SOUA VANG CHIEF EDUCATION & MARKETING OFFICER 0 152590 0 14600 0 0 0 9019 0 906 0 177115 0 0 JEANNEE PARKER MARTIN PRESIDENT/CEO & DIRECTOR 0 377805 0 55053 0 0 0 18300 0 2342 0 453500 0 0 CARLOS ENRIQUE MONTERO CFO 0 156050 0 11100 0 0 0 0 0 508 0 167658 0 0 FORM 990, PART III, LINE 2 CIVIL MONETARY PENALTY GRANTS: INSPIRE PROJECT: THE PROJECT IMPLEMENTS PERSON-CENTERED ENGAGEMENT TECHNOLOGY, CONNECTING AND ENGAGING OLDER ADULTS WITH OTHERS AROUND THEM. THE GATEWAY IN PROJECT: THE PROJECT WORKS IN PARTNERSHIP WITH TRAINING SITES TO PROVIDE SCHOOLING TO STUDENTS WITH THE GOAL OF ACHIEVING CERTIFICATION AS CERTIFIED NURSING ASSISTANTS AND HOME HEALTH AIDS, IN THE FURTHERANCE OF ADDRESSING WORKFORCE SHORTAGE IN THESE SPECIFIC FIELDS. FORM 990, PART VI, SECTION A, LINE 1A THE COMPOSITION OF THE EXECUTIVE COMMITTEE IS AS FOLLOWS; BOARD CHAIR, BOARD CHAIR-ELECT, 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 CALIFORNIA FOUNDATION'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 A TASK FORCE COMPRISED OF MEMBERS OF THE FINANCE COMMITTEE REVIEWED THE FORM 990. 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 GOVERNMENT GRANTS: PROGRAM SERVICE EXPENSES 1,340,059. MANAGEMENT AND GENERAL EXPENSES 42,632. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,382,691. 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 PRIOR YEAR. LEADINGAGE CALIFORNIA 1315 I STREET SUITE 100 SACRAMENTO CA 95814 352509858 IMPROVE THE QUALITY OF LIFE AND SERVICES OF OLDER PERSONS CA 501(C)(6) 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 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 LEADINGAGE CALIFORNIA O 175000 ACTUAL LEADINGAGE CALIFORNIA E 807118 ACTUAL LEADINGAGE CALIFORNIA D 301474 ACTUAL