2025-10-09T13:34:06-05:00 2024-12-31 161131146 BONADIO & CO LLP 6 WEMBLEY CT ALBANY NY 12205 990 2024-01-01 136260145 LEADINGAGE NEW YORK INC LEAD 5188678867 13 BRITISH AMERICAN BLVD 2 LATHAM NY 12110 SEBRINA BARRETT PRESIDENT/ CEO 5188678383 2025-10-03 1 1 KEVIN TESTO P01435881 5184644080 2025-10-07 2024 2025-03-06 01:10:19Z SEBRINA BARRETT 13 BRITISH AMERICAN BLVD 2 LATHAM NY 12110 6379930 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. 25 25 39 160 44246 0 290219 0 2386551 2947107 36308 178667 235582 653711 2948660 3779485 5500 5000 0 0 2487176 2573798 0 0 0 1053390 1972520 3546066 4551318 -597406 -771833 4850430 4461247 2350284 2645969 2500146 1815278 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 4362860 5000 2976766 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. 4362860 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 6 0 1 39 1 1 1 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X SEBRINA BARRETT 5188678383 13 BRITISH AMERICAN BLVD SUITE 2 LATHAM NY 12110 PAT TURSI CHAIR 0.50 X X 0 0 0 MICHAEL KING CHAIR-ELECT 0.50 X X 0 0 0 DOMINICK MANFREDO SECRETARY 0.50 X X 0 0 0 JEREMY RUTTER TREASURER 0.50 X X 0 0 0 STUART ALMER IMMEDIATE PAST CHAIR 0.50 X 0 0 0 SUE MURTY DIRECTOR 0.50 X 0 0 0 PAUL ROSENFELD DIRECTOR 0.50 X 0 0 0 RICHARD SWEET-KEECH DIRECTOR 0.50 X 0 0 0 KIMBERLY TOWNSEND 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 DONNY TUCHMAN DIRECTOR 0.50 X 0 0 0 GLEN COOPER DIRECTOR 0.50 X 0 0 0 LISA HAGLUND 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 ROBERT MAYER DIRECTOR 0.50 X 0 0 0 FRANK YEBOAH DIRECTOR 0.50 X 0 0 0 JEN DROFENIK ACF/AL CABINET PRESIDENT 0.50 X 0 0 0 MICHELE THOMAS HCBS CABINET PRESIDENT 0.50 X 0 0 0 DJ RAUX NURSING FACILITY PRESIDENT 0.50 X 0 0 0 ANDREA HEBERT 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 STEPHANIE BUTTON PACEMLTC CABINET PRESIDENT 0.50 X 0 0 0 JAMES W CLYNE JR PRESIDENT/CEO (THROUGH JANUARY '25) 18.00 17.00 X 176254 176254 34352 DENISE M ALPER EXECUTIVE VICE PRESIDENT 14.00 21.00 X 39639 59459 20926 KRISTEN MYERS COO 16.00 19.00 X 63667 77815 12189 KAREN LIPSON EXECUTIVE VP FOR INNOVATION STRATEGIES 32.00 3.00 X 162473 18052 33582 TIMOTHY THATE VP IS & HEALTH ANALYTICS/CIO 19.00 16.00 X 77188 63153 12190 DENIS MICILETTO VALUE FIRST SALES LIAISON 0.00 35.00 X 0 102988 38660 DIANE DARBYSHIRE VP ADVOCACY AND PUBLIC POLICY 32.00 3.00 X 106864 11874 10433 ELLEN QUINN VP HUMAN RESOURCES 25.00 10.00 X 83523 35795 23343 709608 545390 185675 3 0 1 0 HINMAN STRAUB ADVISORS LLC 121 STATE STREET ALBANY NY 12207 LOBBYING AND GENERAL COUNSEL 277829 BA VENTURES LLC 19 BRITISH AMERICAN BLD LATHAM NY 12110 RENT 185786 2 MEMBERSHIP DUES 900099 2540082 2540082 OTHER PROGRAM REVENUE 900099 407025 407025 2947107 111355 111355 2667757 2600445 67312 67312 67312 MANAGEMENT INCOME 561499 504095 504095 RECOVERIES ON CREDIT LOSS EXPENSE 561499 75711 75711 ADVERTISING 541800 44246 44246 29659 29659 653711 3779485 2976766 44246 758473 5000 5000 503287 503287 1521830 1454514 67316 57888 55221 2667 318800 308329 10471 171993 166844 5149 137604 137000 604 22378 22378 31120 31120 261302 260432 870 57858 54965 2893 165541 157157 8384 59486 50628 8858 667341 662548 4793 20905 19860 1045 26304 26304 CREDIT LOSS EXPENSE 354222 354222 0 MAINTENANCE 97844 92952 4892 OTHER FEES 38279 36488 1791 DUES AND SUBSCRIPTIONS 32336 12293 20043 4551318 4362860 188458 0 72705 18502 28833 25373 105547 90127 132332 82884 406173 387054 25880 19119 3434756 3366755 1050377 858487 4850430 4461247 645453 817358 3000 700 1701831 1827911 2350284 2645969 X 2500146 1815278 2500146 1815278 4850430 4461247 -771833 86965 0 X X 0 1 X 1 0 0 0 LEADINGAGE NEW YORK PAC 13 BRITISH AMERICAN BOULEVARD SUIT LATHAM NY 12110 141742042 5000 1 0 0 PART I-A LINE 1: TRANSFER OF FUNDS TO LEADINGAGE NEW YORK PAC AS DESCRIBED IN PART I-C. 51862 51862 0 292356 273237 19119 61955 61955 0 19119 DUE FROM ADULT DAY HEALTH CARE COUNCIL, INC. 14461 RIGHT OF USE ASSET - OPERATING LEASE 800096 RIGHT OF USE ASSET - FINANCING 43930 858487 DUE TO RELATED PARTIES 960550 FINANCING LEASE LIABILITY 44699 OPERATING LEASE LIABILITY 822662 1827911 0 X X X X X X 0 1 0 0 0 0 0 1 0 JAMES W CLYNE JR PRESIDENT/CEO (THROUGH JANUARY '25) 173415 173415 0 0 2839 2839 11600 11600 5576 5576 193430 193430 0 0 KAREN LIPSON EXECUTIVE VP FOR INNOVATION STRATEGI 161047 17894 0 0 1426 158 11578 1287 18646 2071 192697 21410 0 0 KRISTEN MYERS COO 62954 76944 0 0 713 871 5000 6111 485 593 69152 84519 0 0 TIMOTHY THATE VP IS & HEALTH ANALYTICS/CIO 76990 62991 0 0 198 162 6112 5000 593 485 83893 68638 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 2024. 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 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 1619487 1790080 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 5000 COST FOUNDATION FOR LONG TERM CARE INC S 78081 COST LEADINGAGE NEW YORK SERVICES INC S 219798 COST