2024-11-08T08:27:41-06:00 2023-12-31 161131146 BONADIO & CO LLP 6 WEMBLEY CT ALBANY NY 12205 990 2023-01-01 136260145 LEADINGAGE NEW YORK INC LEAD 5188678867 13 BRITISH AMERICAN BLVD 2 LATHAM NY 12110 JAMES W CLYNE JR PRESIDENT/ CEO 5188678383 2024-10-16 1 0 KEVIN TESTO P01435881 5184644080 2024-10-16 2023 2024-10-15 13:58:12Z JAMES W CLYNE JR 13 BRITISH AMERICAN BLVD 2 LATHAM NY 12110 2948660 0 X WWW.LEADINGAGENY.ORG X 1971 NY LEADINGAGE NEW YORK REPRESENTS NOT-FOR-PROFIT, MISSION-DRIVEN AND PUBLIC CONTINUING CARE PROVIDERS, INCLUDING NURSING HOMES, SENIOR HOUSING, ADULT CARE FACILITIES, CONTINUING CARE RETIREMENT COMMUNITIES, ASSISTED LIVING AND COMMUNITY SERVICE PROVIDERS AND ITS SERVICES FOR MEMEBERS, WHICH ARE NON-FOR-PROFITS AND GOVERNMENT-OPERATED ORGANIZATIONS PROVIDING LONG-TERM CARE. 26 26 39 160 46195 0 21265 290219 2648617 2386551 192106 36308 135496 235582 2997484 2948660 5000 5500 0 0 1901302 2487176 0 0 0 1318665 1053390 3224967 3546066 -227483 -597406 5616382 4850430 2621765 2350284 2994617 2500146 X LEADINGAGE NEW YORK REPRESENTS NOT-FOR-PROFIT, MISSION-DRIVEN AND PUBLIC CONTINUING CARE PROVIDERS, INCLUDING NURSING HOMES, SENIOR HOUSING, ADULT CARE FACILITIES, CONTINUING CARE RETIREMENT COMMUNITIES, ASSISTED LIVING AND COMMUNITY SERVICE PROVIDERS AND ITS MISSION IS TO HELP THESE MEMBERS THRIVE. 0 0 3294053 5500 2413550 LEADINGAGE NEW YORK, INC. EXPERTS PROVIDE RESEARCH AND ANALYSIS ON STATE BUDGETS, LEGISLATION AND REGULATIONS RELATED TO AGING SERVICES ISSUES. THROUGH THIS PROCESS, LEADINGAGE NEW YORK, INC. DEVELOPS A PUBLIC POLICY AGENDA AND PROVIDES ADVOCACY AND EDUCATION FOR ITS NOT-FOR-PROFIT, MISSION-DRIVEN AGING SERVICES PROVIDER MEMBERS. LEADINGAGE NEW YORK, INC. WORKS TO ENSURE THAT SENIORS HAVE ACCESS TO QUALITY CARE SERVICES WHEN THEY NEED THEM AND WHERE THEY NEED THEM. 3294053 0 0 1 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 8 0 1 39 1 1 1 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X JAMES W CLYNE JR 5188678383 13 BRITISH AMERICAN BLVD SUITE 2 LATHAM NY 12110 STUART ALMER CHAIR 0.50 X X 0 0 0 PAT TURSI CHAIR-ELECT 0.50 X X 0 0 0 LARRY SLATKY SECRETARY 0.50 X X 0 0 0 KIMBERLEY TOWNSEND TREASURER 0.50 X X 0 0 0 KAREN ZOBEL IMMEDIATE PAST CHAIR 0.50 X 0 0 0 GLEN COOPER DIRECTOR 0.50 X 0 0 0 SUE MURTY DIRECTOR 0.50 X 0 0 0 JEREMY RUTTER DIRECTOR 0.50 X 0 0 0 DONNY TUCHMAN DIRECTOR 0.50 X 0 0 0 MICHAEL KING DIRECTOR 0.50 X 0 0 0 ROBERT MAYER DIRECTOR 0.50 X 0 0 0 MARY KATE ROLF DIRECTOR 0.50 X 0 0 0 COLLEEN ROSE DIRECTOR 0.50 X 0 0 0 PAUL ROSENFELD DIRECTOR 0.50 X 0 0 0 LISA HAGLUND DIRECTOR 0.50 X 0 0 0 DOMINICK MANFREDO DIRECTOR 0.50 X 0 0 0 DJ RAUX DIRECTOR 0.50 X 0 0 0 DAVID WAGNER DIRECTOR 0.50 X 0 0 0 ROBERT WERNER DIRECTOR 0.50 X 0 0 0 LISA WACHT ACF/AL CABINET PRESIDENT 0.50 X 0 0 0 MICHELE THOMAS HCBS CABINET PRESIDENT 0.50 X 0 0 0 AMANDA WAITE NURSING FACILITY PRESIDENT 0.50 X 0 0 0 CHRISTA DANIELLO RETIREMENT HOUSING PRESIDENT 0.50 X 0 0 0 BOB CAULFIELD CCRC CABINET PRESIDENT 0.50 X 0 0 0 KEVIN HORRIGAN HOUSING CABINET PRESIDENT 0.50 X 0 0 0 DAN LOWENSTEIN PACEMLTC CABINET PRESIDENT 0.50 X 0 0 0 JAMES W CLYNE JR PRESIDENT/CEO 18.00 17.00 X 170738 170738 35396 DENISE M ALPER EXECUTIVE VICE PRESIDENT 16.00 19.00 X 73765 87598 35906 KAREN LIPSON EXECUTIVE VICE PRESIDENT 30.00 5.00 X 153807 22983 32859 TIMOTHY THATE VP IS & HEALTH ANALYTICS/CIO 19.00 16.00 X 75484 61760 11939 KRISTEN MYERS VP MEMBER SERVICES & MARKETING 18.00 17.00 X 68302 68302 41048 DIANE DARBYSHIRE VP ADVOCACY AND PUBLIC POLICY 28.00 7.00 X 93012 23253 10188 ELLEN QUINN VP HUMAN RESOURCES 25.00 10.00 X 81232 34814 24126 716340 469448 191462 2 0 1 0 HINMAN STRAUB ADVISORS LLC 121 STATE STREET ALBANY NY 12207 LOBBYING AND GENERAL COUNSEL 358807 BA VENTURES LLC 19 BRITISH AMERICAN BLD LATHAM NY 12110 RENT 194694 2 290219 290219 MEMBERSHIP DUES 900099 2386551 2386551 2386551 36308 36308 48593 0 48593 48593 48593 MANAGEMENT INCOME 561499 113795 113795 ADVERTISING 541800 46195 46195 EVENT/CONF-SPONSORS 541800 26999 26999 186989 2948660 2413550 46195 198696 5500 5500 966437 966437 1092804 1047434 45370 13384 11565 1819 251471 243346 8125 163080 159199 3881 168294 114172 54122 31106 31106 120000 120000 28359 28359 98769 94688 4081 48254 47106 1148 155025 151335 3690 55467 48529 6938 21135 16582 4553 21379 20870 509 24859 24859 MAINTENANCE 224588 219243 5345 OTHER FEES 33365 10998 22367 DUES AND SUBSCRIPTIONS 22790 17049 5741 3546066 3294053 252013 0 100047 72705 25932 28833 465838 105547 81792 132332 405446 379566 23711 25880 3735238 3434756 1183824 1050377 5616382 4850430 915934 645453 1500 3000 1704331 1701831 2621765 2350284 X 2994617 2500146 2994617 2500146 5616382 4850430 X -597406 394470 2500 -294035 X X 0 1 X 1 0 0 0 LEADINGAGE NEW YORK PAC 13 BRITISH AMERICAN BOULEVARD SUIT LATHAM NY 12110 141742042 5500 1 0 0 PART I-A LINE 1: TRANSFER OF FUNDS TO LEADINGAGE NEW YORK PAC AS DESCRIBED IN PART I-C. 51862 48552 3310 291629 273014 18615 61955 58000 3955 25880 DUE FROM ADULT DAY HEALTH CARE COUNCIL, INC. 22260 RIGHT OF USE ASSET - OPERATING LEASE 970770 RIGHT OF USE ASSET - FINANCING 57347 1050377 DUE TO RELATED PARTIES 648964 FINANCING LEASE LIABILITY 57397 OPERATING LEASE LIABILITY 995470 1701831 0 LEADINGAGE NEW YORK PAC 13 BRITISH AMERICAN BOULEVARD SUITE 2 LATHAM NY 12110 141742042 SECTION 527 5500 0 SUPPORT X X X X X X 0 1 0 0 0 0 0 1 0 JAMES W CLYNE JR PRESIDENT/CEO 167379 167379 0 0 3359 3359 11600 11600 6098 6098 188436 188436 0 0 KAREN LIPSON EXECUTIVE VICE PRESIDENT 152429 22777 0 0 1378 206 10978 1640 17610 2631 182395 27254 0 0 DENISE M ALPER EXECUTIVE VICE PRESIDENT 67801 80514 4571 5429 1393 1655 6068 7206 10346 12286 90179 107090 0 0 KRISTEN MYERS VP MEMBER SERVICES & MARKETING 67786 67786 0 0 516 516 5871 5871 14653 14653 88826 88826 0 0 PART I, LINE 4B LEADINGAGE NEW YORK, INC. SPONSORS A 457(B) PLAN FOR A SELECT GROUP OF EMPLOYEES. THE ORGANIZATION DID NOT CONTRIBUTE TO THIS PLAN DURING 2023. PART I LINE 7: LEADINGAGE NEW YORK, INC. HAS AN ANNUAL REVIEW PROCESS AT THE END OF EACH YEAR. EACH EMPLOYEE RECEIVES A WRITTEN EVALUATION BY HIS/HER SUPERVISOR IN A MEETING WHERE PAST PERFORMANCE IS DISCUSSED AND GOALS FOR THE COMING YEAR ARE SET. MANAGEMENT AWARDS BONUSES BASED ON THE OVERALL RATING ON THE EVALUATION. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS WHICH ARE 501(C)(3), NON-PROFIT ORGANIZATIONS IN NEW YORK STATE. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE BOARD OF DIRECTORS AT THE ANNUAL MEETING HELD DURING THE ANNUAL CONFERENCE. FORM 990, PART VI, SECTION A, LINE 7B CHANGES IN THE BYLAWS, MERGER, CONSOLIDATION AND SUBSTANTIAL SALE OF ASSETS NEED TO BE APPROVED BY MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B AUDIT COMMITTEE HAS THE AUTHORITY TO REVIEW AND RECOMMEND FOR APPROVAL THE 990 FORM ON THE BOARD OF DIRECTORS' BEHALF. THE 990 FORM IS DISTRIBUTED TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY AND ARE ASKED TO REVIEW THE POLICY AND TO DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY HAVE OCCURRED SINCE THE LAST DISCLOSURE. THE EXECUTIVE ASSISTANT TO THE PRESIDENT IS RESPONSIBLE FOR DISTRIBUTION OF POLICIES AND THE SUBSEQUENT COLLECTION OF RESPONSES. RESPONSES NOTING CONFLICTS ARE REVIEWED BY THE PRESIDENT AND BOARD CHAIR. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS AND WHAT FURTHER ACTIONS SHOULD BE TAKEN. FORM 990, PART VI, SECTION B, LINE 15 EACH YEAR A BENCHMARK IS ESTABLISHED FOR THE CEO'S COMPENSATION BY UTILIZING AN OUTSIDE COMPENSATION CONSULTANT. THE BENCHMARK IS GIVEN ANNUALLY TO THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS WHO MEET TO EVALUATE THE CEO PERFORMANCE AT THE END OF THE YEAR AND ANALYZE THE SALARY STRUCTURE TO DETERMINE SALARY INCREASES, IF APPLICABLE. THIS IS APPROVED BY THE BOARD IN EXECUTIVE SESSION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE ON A REQUEST-BY-REQUEST BASIS. FORM 990, PART XI, LINE 9: CUMULATIVE EFFECT OF ADOPTION OF NEW CREDIT LOSS STANDARD -294,035. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT MEETS AT LEAST TWICE A YEAR WITH THE AUDITORS TO DISCUSS THE AUDIT AND APPROVE THE FINANCIAL STATEMENTS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FOUNDATION FOR LONG TERM CARE INC 13 BRITISH AMERICAN BOULEVARD SUITE LATHAM NY 12110 141601723 RESEARCH AND EDUCATION NY 501(C)(3) 10 LEADINGAGE NEW YORK INC 1 LEADINGAGE NEW YORK PAC 13 BRITISH AMERICAN BOULEVARD SUITE LATHAM NY 12110 141742042 POLITICAL ACTIVITIES NY SECTION 527 LEADINGAGE NEW YORK INC 1 LEADINGAGE NEW YORK SERVICES INC 13 BRITISH AMERICAN BOULEVARD SUITE LATHAM NY 121101431 141759608 COST SAVINGS PROGRAMS, REPORTS AND CONSULTING NY LEADINGAGE NEW YORK INC C 1761443 1811126 1.00000 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 1 LEADINGAGE NEW YORK PAC B 5500 COST FOUNDATION FOR LONG TERM CARE INC S 87690 COST LEADINGAGE NEW YORK SERVICES INC S 202529 COST