2025-11-10T13:17:45-06:00 2024-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2024-01-01 952383463 LEADINGAGE CALIFORNIA FOUNDATION LEAD 9163925111 1315 I STREET 100 SACRAMENTO CA 95814 JEANNEE PARKER MARTIN PRESIDENT/CEO 9163925111 2025-11-10 1 0 AMANDA H WILLIAMS P01281212 9166466464 2025-11-10 2024 2025-03-06 01:10:19Z JEANNEE PARKER MARTIN 1315 I STREET 100 SACRAMENTO CA 95814 10380216 0 X WWW.LEADINGAGECA.ORG X 1965 CA TO ADVANCE HOUSING, CARE AND SERVICES FOR OLDER ADULTS. 19 18 27 75 0 0 4103714 10004343 58231 76568 196080 260752 0 2055 4358025 10343718 0 12600 0 0 1538839 2270487 0 0 0 7576671 16158129 9115510 18441216 -4757485 -8097498 19770780 13060366 649818 2018781 19120962 11041585 TO ADVANCE HOUSING, CARE AND SERVICES FOR OLDER ADULTS. 0 0 8064462 63280 EDUCATION: PROVIDES EDUCATIONAL INFORMATION AND TRAINING FOR MEMBERS. 8077060 12600 15343 EVENTS: PROVIDES PROGRAMS SUCH AS SEMINARS AND TRAINING FOR THE ASSOCIATION'S MEMBERS. 16141522 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 50 0 1 27 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 JEANNEE PARKER MARTIN PRESIDENT/CEO & DIRECTOR 20.00 20.00 X X 0 526497 29851 CYNTHIA WARD CFO - HIRE DATE 6/3/2024 12.00 28.00 X 0 162107 4798 LISA MCCARGAR CFO - TERM ENDED 4/30/2024 12.00 28.00 X 0 76969 400 MEGHAN ROSE CHIEF GOVERNMENT AFFAIRS OFFICER 12.00 28.00 X 211079 0 17819 SOUA VANG CHIEF EDUCATION & MARKETING OFFICER 20.00 20.00 X 0 205573 20182 SHERRY SAVILLE CONTROLLER 12.00 28.00 X 0 144555 7435 KEVIN TUUAGA VP OF EDUCATION 34.00 6.00 X 117686 0 6992 AMANDA DAVIDSON DIRECTOR OF GRANT & CONTRACT ADMINISTRATION 40.00 0.00 X 113413 0 10746 SHERI PEIFER CHAIR 0.50 0.50 X X 0 0 0 JASMINE BORREGO IMMEDIATE PAST CHAIR 0.50 0.50 X X 0 0 0 STUART HARTMAN CHAIR ELECT 0.50 0.50 X X 0 0 0 TOM BRIODY VICE CHAIR 0.50 0.50 X X 0 0 0 DEBORAH HERBERT SECRETARY 0.50 0.50 X X 0 0 0 PATRICIA WILLIAMS TREASURER 0.50 0.50 X X 0 0 0 GINNA BAIK DIRECTOR-AT-LARGE 0.50 0.50 X 0 0 0 SEAN KELLY DIRECTOR-AT-LARGE 0.50 0.50 X 0 0 0 KENDRA ROBERTS DIRECTOR-AT-LARGE 0.50 0.50 X 0 0 0 PETER SPENCER DIRECTOR-AT-LARGE, RESIDENT 0.50 0.50 X 0 0 0 KEVIN VEITIA DIRECTOR-AT-LARGE, BUSINESS PARTNER 0.50 0.50 X 0 0 0 ANGELIQUE D'SILVA WILLIAMS REGIONAL REPRESENTATIVE 0.50 0.50 X 0 0 0 DAVID STIENSTRA REGIONAL REPRESENTATIVE 0.50 0.50 X 0 0 0 JIM HIGBEE REGIONAL REPRESENTATIVE 0.50 0.50 X 0 0 0 KEVIN BURKE REGIONAL REPRESENTATIVE 0.50 0.50 X 0 0 0 KIM DOMINY REGIONAL REPRESENTATIVE 0.50 0.50 X 0 0 0 MELINDA FORNEY REGIONAL REPRESENTATIVE 0.50 0.50 X 0 0 0 JAY ZIMMER REGIONAL REPRESENTATIVE 0.50 0.50 X 0 0 0 TUAN NGUYEN DIRECTOR-AT-LARGE, BUSINESS PARTNER 0.50 0.50 X 0 0 0 CHRIS ICHIEN REGIONAL REPRESENTATIVE 0.50 0.50 X 0 0 0 RONALD BOLDING DIRECTOR AT LARGE 0.50 0.50 X 0 0 0 442178 1115701 98223 3 0 1 0 0 9620479 383864 10004343 WORKSHOPS 900099 61225 61225 EVENTS 900099 15343 15343 76568 257359 257359 39891 36498 3393 3393 3393 MISCELLANEOUS INCOME 900099 2055 2055 2055 10343718 78623 0 260752 X 1000 1000 11600 11600 1962817 1445222 517595 36686 27012 9674 131968 97168 34800 139016 102357 36659 5065 5042 23 1950 1941 9 2749 2749 14219163 14153755 65408 58850 26806 32044 92809 42274 50535 142611 125141 17470 84125 78539 5586 2789 2353 436 14929 12593 2336 288 243 45 INTERCOMPANY ADMIN FEE 1522434 1522434 MISCELLANEOUS 7823 6373 1450 BAD DEBT 1308 1103 205 DUES AND SUBSCRIPTIONS 1015 779 236 221 221 18441216 16141522 2299694 0 2721931 198921 280559 0 10321579 5435420 86098 10000 71566 71566 14929 0 6345684 7416025 19770780 13060366 508236 630125 15293 20425 102876 99869 23413 1268362 649818 2018781 X 727100 1749502 18393862 9292083 19120962 11041585 19770780 13060366 -8097498 13046 5075 0 X X 0 1 X 1 0 X 1525825 912467 1065187 4103714 10004343 17611536 1525825 912467 1065187 4103714 10004343 17611536 17611536 5622 16017 3746 21495 257359 304239 2055 2055 17917830 317452 0.98290 0.97820 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2024 AMOUNT: $ 2,055. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 31014 31014 0 32449 32449 0 8103 8103 0 0 DUE TO AFFILIATE 1268362 1268362 1 SCHOLARSHIP 4 11600 PART I, LINE 2: SCHOLARSHIPS ARE MADE TO ORGANIZATIONS THAT ENROLL STUDENTS INTO THE EMERGE PROGRAM. ENROLLMENT IN THE PROGRAM IS A REQUIREMENT OF THE SCHOLARSHIP. X X X 0 0 0 0 0 0 0 0 0 JEANNEE PARKER MARTIN PRESIDENT/CEO & DIRECTOR 0 430825 0 83672 0 12000 0 21231 0 8620 0 556348 0 0 CYNTHIA WARD CFO - HIRE DATE 6/3/2024 0 162107 0 0 0 0 0 0 0 4798 0 166905 0 0 MEGHAN ROSE CHIEF GOVERNMENT AFFAIRS OFFICER 184479 0 26600 0 0 0 12455 0 5364 0 228898 0 0 0 SOUA VANG CHIEF EDUCATION & MARKETING OFFICER 0 178973 0 26600 0 0 0 12455 0 7727 0 225755 0 0 SHERRY SAVILLE CONTROLLER 0 130822 0 13733 0 0 0 6824 0 611 0 151990 0 0 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 14,153,755. MANAGEMENT AND GENERAL EXPENSES 65,408. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,219,163. 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 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 LEADINGAGE CALIFORNIA O 181100 ACTUAL LEADINGAGE CALIFORNIA E 1268362 ACTUAL LEADINGAGE CALIFORNIA N 84378 ACTUAL