2025-05-14T20:15:49-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2023-07-01 930747109 LEADINGAGE OREGON LEAD 5036843788 6975 SW SANDBURG STREET 150 TIGARD OR 97223 KRISTIN MILLIGAN CEO 5036843788 2025-05-14 1 0 KURT BENNION CPA P01469618 4252506100 2025-05-06 2023 2025-03-06 01:10:19Z X KRISTIN MILLIGAN 6975 SW SANDBURG STREET 150 TIGARD OR 97223 1871446 0 X WWW.LEADINGAGEOREGON.ORG X 1979 OR TO SERVE AS A RESOURCE AND SUPPORT MEMBERS PROVIDING QUALITY HOUSING, HEALTH, COMMUNITY AND RELATED SERVICES TO THE ELDERLY AND DISABLED. 16 16 4 16 0 0 769021 81939 746402 1689944 22400 40501 43622 59062 1581445 1871446 0 60631 0 0 363725 402855 0 0 0 1270833 1357443 1634558 1820929 -53113 50517 1776525 1935127 123563 153033 1652962 1782094 THE MISSION OF LEADINGAGE OREGON IS TO REPRESENT AND PROMOTE THE COMMON INTERESTS OF ITS MEMBERSHIP THROUGH LEADERSHIP, ADVOCACY, EDUCATION AND OTHER SERVICES IN ORDER TO ENHANCE MEMBERS' ABILITY TO SERVE THEIR CONSTITUENCY. 0 0 SERVED AS REGULATORY, OPERATIONAL AND ADVOCACY RESOURCE FOR 100 NOT-FOR-PROFIT PROVIDERS AND OTHER MISSION-DIRECTED PROVIDERS OF AGING SERVICES, INCLUDING NURSING HOMES, ASSISTED LIVING/RESIDENTAL CARE FACILITIES, LOW-INCOME AND MARKET-RATE SENIOR HOUSING, CONTINUING CARE RETIREMENT COMMUNITIES, AND HOME AND COMMUNITY-BASED SERVICE PROVIDERS. REPRESENTED MEMBER INTERESTS BEFORE REGULATORY AND LEGISLATIVE BODIES. SERVED ON NUMEROUS WORKGROUPS AND TASK FORCES TO ASSURE MEMBER NEEDS WERE REPRESENTED. INFORMATION AND MEMBER SERVICES: SPONSORED A VARIETY OF PROGRAMS TO ENGAGE MEMBER'S RESIDENTS IN CREATIVE ACTIVITIES AND FOSTER A CLOSER RELATIONSHIP BETWEEN THE STATE ORGANIZATION AND RESIDENTS. PRODUCED BIWEEKLY NEWSLETTERS TO KEEP MEMBERS INFORMED ABOUT ISSUES IMPACTING THEIR WORK. A LEGISLATIVE BRIEF WAS PRODUCED DURING THE LEGISLATIVE SESSION AND NUMEROUS CRITICAL ISSUE AND POLICY UPDATES AS NEEDED. OFFERED 56 EDUCATIONAL PROGRAMS ATTENDED BY MORE THAN 633 PARTICIPANTS. PROGRAMS INCLUDED TWO CONFERENCES, A STATEWIDE LEADERSHIP PROGRAM, AN ONLINE ALF/RCF ADMINISTRATOR TRAINING, WEBINARS AND NUMEROUS IN-PERSON WORKSHOPS. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 9 0 4 1 0 0 0 0 1 1 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 0 1 0 0 X CHRISTINA DAY 5036843788 6975 SW SANDBURG STREET 150 TIGARD OR 97223 KRISTIN MILLIGAN CEO 40.50 0.50 X 143712 0 14500 VASSAR BYRD PRESIDENT 0.50 0.50 X X 0 0 0 SHARON VAN EATON PRESIDENT ELECT 0.50 0.50 X X 0 0 0 CLIFF MARS TREASURER 0.50 0.50 X X 0 0 0 DIANE HOOD IMMEDIATE PAST PRESIDENT 0.50 0.50 X X 0 0 0 ERIN CORNELL VP OF NURSING 0.50 0.50 X X 0 0 0 MATT HARTLEY VP OF ALF/RCF 0.50 0.50 X X 0 0 0 DAVID LEWIS VP OF COMMUNITY SERVICE 0.50 0.50 X X 0 0 0 SUSAN PLATTE VP OF CCRCS 0.50 0.50 X X 0 0 0 DOUG WILLIAMS VP OF HOUSING 0.50 0.50 X X 0 0 0 COREY CRISMON DIRECTOR 0.50 0.50 X 0 0 0 KIMBERLY FUSON DIRECTOR 0.50 0.50 X 0 0 0 SARAH LONG DIRECTOR 0.50 0.50 X 0 0 0 JUDY O'DONNELL DIRECTOR 0.50 0.50 X 0 0 0 DAVID PARRETT DIRECTOR 0.50 0.50 X 0 0 0 KIMBERLY SCOTT DIRECTOR 0.50 0.50 X 0 0 0 LISA WARNOCK DIRECTOR 0.50 0.50 X 0 0 0 143712 0 14500 1 0 1 0 0 81939 81939 DENTAL PLAN 624200 711670 711670 MEMBERSHIP DUES 561000 570039 570039 ELDERLY & DISABLED SER 624200 408235 408235 1689944 40501 40501 MISCELLANEOUS 561000 59062 57862 1200 59062 1871446 1747806 0 41701 60631 158212 177252 10286 28845 28260 12005 16441 11992 46798 16660 41952 21411 147496 1000 5718 DENTAL PLAN 751416 DUES 134220 EDUCATIONAL PROGRAMS 110746 SUBSCRIPTIONS 25541 14047 1820929 457174 452765 173568 29543 50447 73148 22509 27188 24665 19821 1035 4844 973660 1274467 20250 20250 77882 52922 1776525 1935127 79352 77430 8169 22682 36042 52921 123563 153033 X 1616741 1782094 36221 0 1652962 1782094 1776525 1935127 50517 78615 0 X 1 X 0 1 0 1 1 0 24665 19821 4844 4844 RIGHT-OF-USE LEASE LIABILITIES 52921 52921 1 PROVIDENCE BENEDICTINE NURSING CENTER FOUNDATION 540 SOUTH MAIN ST MT ANGEL OR 97362 911940286 501(C)(3) 6460 0 COMMUNITY GARDENS ROBINSON JEWISH HOME (DBA CEDAR SINAI PARK) 6125 SW BOUNDARY STREET PORTLAND OR 97221 930386852 501(C)(3) 6460 0 COMMUNITY GARDENS DALLAS RETIREMENT FOUNDATION 377 NW JASPER STREET DALLAS OR 97338 931094615 501(C)(3) 6460 0 COMMUNITY GARDENS 3 0 PART I, LINE 2: TO ENSURE APPROPRIATE USE OF GRANTED FUNDS, ALL PAYMENTS WERE MADE DIRECTLY TO A THIRD-PARTY VENDOR FOR THE SERVICES AND SUPPLIES RELATED TO THE GRANT. X X 0 0 0 KRISTIN MILLIGAN CEO 143712 0 0 0 0 0 14500 0 0 0 158212 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS AN ASSOCIATION WITH MEMBERS. THERE ARE TWO CLASSES OF MEMBERSHIP: PROVIDER AND ASSOCIATE. PROVIDER MEMBERS ARE REQUIRED TO PAY MEMBERSHIP DUES AND HAVE FULL RIGHTS OF MEMBERSHIP, INCLUDING THE RIGHT TO VOTE ON ALL MATTERS BEFORE THE MEMBERS. PROVIDER MEMBERS MAY SERVE (BY INDIVIDUAL REPRESENTATION) ON THE BOARD OF DIRECTORS, AS OFFICERS AND UPON ANY BOARD COMMITTEES. ASSOCIATE MEMBERS ARE REQUIRED TO PAY MEMBERSHIP DUES BUT DO NOT HAVE THE RIGHT TO VOTE ON MATTERS BEFORE THE MEMBERS. ASSOCIATE MEMBERS HAVE THE RIGHT TO SERVE ON THE BOARD OF DIRECTORS, AS OFFICERS, AND UPON ANY BOARD COMMITTEES. FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS ARE NOMINATED BY A COMMITTEE OF THE BOARD AND THEN ARE ELECTED BY THE MEMBERS AT THE ANNUAL MEETING IN MAY. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWED THE 990 AND THEN IT WAS SENT ELECTRONICALLY TO THE BOARD FOR THEIR REVIEW. THE BOARD VOTES TO APPROVE/ACCEPT THE 990 AT THE NEXT MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL BOARD, COMMITTEE, AND TASK FORCE MEMBERS. IF THERE IS A MATTER IN WHICH THE INDIVIDUAL BELIEVES THEY HAVE A CONFLICT OF INTEREST, THEY MUST (A) DISCLOSE TO THE BOARD, COMMITTEE, OR TASK FORCE CHAIR THE FACTS PERTAINING TO SUCH CONFLICT, AND (B) ABSTAIN FROM PARTICIPATING IN DEBATE AND VOTING ON THE MATTER ABOUT WHICH THERE MAY BE A CONFLICT. A TRANSACTION INVOLVING A CONFLICT MAY BE AUTHORIZED IF IT RECEIVES AFFIRMATIVE VOTE OF A MAJORITY OF THE REMAINING BOARD MEMBERS. ANY VIOLATIONS OF THIS POLICY MAY RESULT IN REMOVAL FROM THE BOARD, COMMITTEE, OR TASK FORCE. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION'S NATIONAL ASSOCIATION (LEADINGAGE) HAS AN EXECUTIVE FORUM THAT DOES AN ANNUAL SALARY SURVEY OF EXECUTIVE DIRECTORS OF STATE AFFILIATES AROUND THE COUNTRY. THE SURVEY IS SUPPLIED TO THE COMMITTEE OF THE LEADINGAGE OREGON BOARD THAT REVIEWS/EVALUATES THE EXECUTIVE DIRECTOR AT THE TIME OF THE EXECUTIVE DIRECTOR EVALUATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. OREGON ALLIANCE OF SENIOR & HEALTH SERVICES FOUNDATION 6975 SW SANDBURG STREET SUITE 150 TIGARD OR 97223 911765644 EDUCATION OR 501(C)(3) LINE 12B, II LEADINGAGE OREGON 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0