2023-05-15T14:42:52-05:00 2022-12-31 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2022-01-01 561541496 LEADINGAGE NORTH CAROLINA LEAD 9195718333 PO BOX 27527 RALEIGH NC 27611 TOM AKINS PRESIDENT & CEO 9195718333 2023-05-13 1 TOM AKINS XXX-XX-XXXX 0 KERRI N BOGDA CPA P00760402 7177404863 2023-05-09 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TOM AKINS PO BOX 27527 RALEIGH NC 27611 1111462 0 X WWW.LEADINGAGENC.ORG X 1981 NC THROUGH ADVOCACY, EDUCATION, INNOVATION AND COLLABORATION, THE ASSOCIATION PROVIDES EXPANDED POSSIBILITIES FOR AGING, VALUE TO ITS MEMBERS, AND LEADERSHIP TO THE FIELD OF AGING. 12 12 3 55 0 0 671611 604490 221828 336876 48990 33494 29859 54028 972288 1028888 101500 6500 0 0 450946 475986 0 0 0 432439 410397 984885 892883 -12597 136005 589321 964675 135767 473575 453554 491100 THROUGH ADVOCACY, EDUCATION, INNOVATION AND COLLABORATION, THE ASSOCIATION PROVIDES EXPANDED POSSIBILITIES FOR AGING, VALUE TO ITS MEMBERS, AND LEADERSHIP TO THE FIELD OF AGING. 0 0 THE ORGANIZATION SERVES ITS MEMBERS WHO ARE ALL SENIOR LIVING COMMUNITIES. THE ORGANIZATION ENHANCES ITS MEMBER FACILITIES' ABILITIES TO BETTER SERVE THE FACILITY RESIDENTS, REPRESENTS AND PROMOTES THE COMMON INTEREST OF ITS FACILITY MEMBERS, AND PROVIDES ONGOING EDUCATIONAL OPPORTUNITIES AND ADVOCACY FOR ITS MEMBERS. 0 0 0 1 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 1 0 0 0 0 0 0 1 1 0 0 1 16 0 3 1 0 0 0 0 1 1 0 0 0 X 12 12 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X TOM AKINS PRESIDENT & CEO 9195718333 PO BOX 27527 RALEIGH NC 27611 KEVIN PARRIES CHAIR 1.00 1.00 X X 0 0 0 ANITA HOLT CHAIR ELECT 1.00 0.00 X X 0 0 0 JONATHAN ERICKSON SECRETARY 1.00 0.00 X X 0 0 0 PAM FOX TREASURER 1.00 0.00 X X 0 0 0 LEE SYRIA PAST CHAIR 1.00 0.00 X 0 0 0 BEN CORNTHWAITE DIRECTOR 1.00 0.00 X 0 0 0 CHIP CROMARTIE DIRECTOR 1.00 0.00 X 0 0 0 VONDA HOLLINGSWORTH DIRECTOR 1.00 0.00 X 0 0 0 MILTON MCGOWLAN DIRECTOR 1.00 0.00 X 0 0 0 TERESA STEPHENS DIRECTOR 1.00 0.00 X 0 0 0 REED VANDERSILK DIRECTOR 1.00 0.00 X 0 0 0 TIM WEBSTER DIRECTOR 1.00 1.00 X 0 0 0 TOM AKINS PRESIDENT & CEO 40.00 1.00 X 227501 0 35215 LESLIE ROSEBORO VICE PRESIDENT 40.00 1.00 X 103933 0 17741 331434 0 52956 2 0 1 0 0 604490 604490 CONFERENCES/SEMINARS 611710 278936 278936 ADMINISTRATIVE FEES 611710 47940 47940 MEMBER DIRECTORY 611710 10000 10000 336876 14276 14276 53928 53928 101032 760 79615 2959 21417 -2199 19218 19218 MISCELLANEOUS REV 900099 100 100 100 1028888 336876 0 87522 6500 262716 156498 10483 21866 24423 11540 41728 25506 3368 17069 14772 16539 19053 24865 228716 1599 1959 DUES AND MEMBERSHIPS 3683 892883 77142 312952 50003 251921 13199 17747 3813 3965 5113 85 4472 5028 312462 346290 26250 26250 101980 522 589321 964675 50618 49976 48549 263549 36600 160050 135767 473575 X 453554 491100 453554 491100 589321 964675 136005 -98459 0 X 0 1 X 1 0 0 0 1 604490 17288 17288 25506 -8218 5113 85 5028 5028 DUE TO AFFILIATES 160050 160050 927061 -98459 -3368 -101827 1028888 0 1028888 889515 0 889515 3368 3368 892883 PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -3,368. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 3,368. X X 0 0 0 TOM AKINS PRESIDENT & CEO 221501 0 0 0 6000 0 13619 0 21596 0 262716 0 0 0 DEANN AKINS SEE DESCRIPTION OF TRANSACTION 17500 DEANN AKINS IS RELATED TO TOM AKINS, AN OFFICER OF THE ORGANIZATION. DURING THE YEAR, THE ORGANIZATION PAID DEANN AKINS $17,500 IN CONSULTANT FEES FOR FACILITATING THE LEADERSHIP ACADEMY. TOM AKINS DOES NOT SUPERVISE DEANN AKINS NOR DOES HE PARTICIPATE IN DISCUSSIONS ON DEANN AKINS' COMPENSATION. 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE CLASS OF MEMBERS CONSISTING OF ALL NON-PROFIT INDEPENDENT LIVING, RETIREMENT, ASSISTED LIVING AND NURSING FACILITIES IN NORTH CAROLINA THAT APPLY FOR AND ARE ACCEPTED INTO MEMBERSHIP, AND THAT PAY REQUIRED DUES. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS MEMBERS WHO HAVE AUTHORITY UNDER THE BYLAWS TO ELECT ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE 990 IS REVIEWED BY MANAGEMENT AND IS PROVIDED TO THE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE GOVERNING BODY AND KEY STAFF ARE ASKED TO DISCLOSE POSSIBLE CONFLICTS. THE GOVERNING BODY ARE REQUIRED TO SIGN CONFLICT OF INTEREST STATEMENTS. THE POLICY EXPRESSLY MENTIONS FAMILY AND BUSINESS RELATIONSHIPS. THE BOARD MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE. ON AN ANNUAL BASIS THEY MONITOR COMPARABLE POSITIONS FOR COMPENSATION ARRANGEMENTS, INCLUDING AN ANNUAL SURVEY DONE BY THE LEADING AGE NATIONAL STATE EXECUTIVES FORUM THAT PROVIDES COMPREHENSIVE COMPENSATION INFORMATION FOR PEERS ACROSS THE NATION. THIS PROCESS IS DONE TO ENSURE THAT EXECUTIVE COMPENSATION IS IN FAIR MARKET VALUE RANGE FOR THE INDUSTRY. THIS PROCESS IS PERFORMED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE NORTH CAROLINA HOMES FOR THE AGING FOUNDATION INC PO BOX 27527 RALEIGH NC 27611 581594182 EDUCATION AND RESEARCH NC 501(C)(3) LINE 7 LEADINGAGE NORTH CAROLINA 1 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0