2024-02-09T09:49:48-06:00 2023-06-30 930792674 DOTY PRUETT WILSON PC 447 STATE STREET SALEM OR 97301 990 2022-07-01 930747109 LEADINGAGE OREGON LEAD 5036843788 7340 SW HUNZIKER STE 104 TIGARD OR 97223 KRISTIN MILLIGAN CEO 5036843788 2024-02-09 1 KRISTIN MILLIGAN 999009999 1 ANDREW D BERTZ CPA P00947448 5033629152 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KRISTIN MILLIGAN 7340 SW HUNZIKER STE 104 TIGARD OR 97223 1664698 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 5 0 0 0 671573 769021 669365 746402 27885 22400 42500 43622 1411323 1581445 0 0 0 0 364178 363725 0 0 0 1100005 1270833 1464183 1634558 -52860 -53113 1775824 1776525 112155 123563 1663669 1652962 TO SERVE AS A RESOURCE AND SUPPORT MEMBERS PROVIDING QUALITY HOUSING, HEALTH, COMMUNITY AND RELATED SERVICES TO THE ELDERLY AND DISABLED. 0 0 1316453 538432 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. 3362 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. 195824 281580 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. 1515639 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 16 0 5 1 0 0 0 0 1 1 0 0 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 OR X JAMI O'REILLY 5036843788 7340 SW HUNZIKER 104 TIGARD OR 97223 VASSAR BYRD PRESIDENT 0.50 0.50 X X 0 0 0 DENA HILTON IMM PAST PRESIDENT 0.50 0.50 X X 0 0 0 CLIFF MARS TREASURER 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 ERIN CORNELL VP OF NURSING 0.50 0.50 X X 0 0 0 TODD ENGLE PRESIDENT ELECT 0.50 0.50 X X 0 0 0 DAVID LEWIS VP OF COMM. SER. 0.50 0.50 X X 0 0 0 LYNNETTE ALVARADO VP OF COMM. ALF/RCF 0.50 0.50 X 0 0 0 KIMBERLY FUSON DIRECTOR 0.50 0.50 X 0 0 0 MATT HARTLEY DIRECTOR 0.50 0.50 X 0 0 0 SARAH LONG DIRECTOR 0.50 0.50 X 0 0 0 SHARON MCCARTNEY DIRECTOR 0.50 0.50 X 0 0 0 JUDY O'DONNELL DIRECTOR 0.50 0.50 X 0 0 0 LISA WARNOCK DIRECTOR 0.50 0.50 X 0 0 0 KRISTIN MILLIGAN CEO 40.50 0.50 X 99084 0 16907 99084 0 16907 0 0 0 0 0 694192 74829 769021 DENTAL PLAN 624200 538432 538432 ELDERLY & DISABLED SER 624200 207970 207970 746402 29988 29988 75665 83253 -7588 -7588 -7588 MISCELLANEOUS 561000 43622 43622 43622 1581445 820012 0 -7588 X 142212 113770 28442 149797 119838 29959 23267 18614 4653 24311 19449 4862 24138 19310 4828 36584 36584 36000 36000 27594 24835 2759 35704 32134 3570 19383 17445 1938 136397 136397 612 612 6021 5419 602 DENTAL PLAN 659741 659741 DUES 131739 131739 GRANT EXPENSES 89719 89719 EDUCATIONAL PROGRAMS 59427 59427 31912 31190 722 1634558 1515639 118919 0 546514 457174 154503 173568 64233 50447 16561 22509 44354 43319 1647 1035 951307 993910 41059 77882 1775824 1776525 99435 79352 12720 8169 0 36042 112155 123563 X 1506139 1616741 157530 36221 1663669 1652962 1775824 1776525 -53113 53554 -11148 0 X 1 X 0 1 0 0 0 0 694192 44354 43319 1035 1035 RIGHT OF USE LIABILITY: LEASE 36042 36042 X PART X, LINE 2: THE ASSOCIATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND THEREFORE HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ASSOCIATION HAD NO UNRELATED BUSINESS INCOME (UBI) FROM ACTIVITIES NOT SUBSTANTIALLY RELATED TO THE ACTIVITIES OR PERFORMANCE OF ITS EXEMPT PURPOSE FOR ADVERTISING REVENUE. THE ASSOCIATION'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS ENDING 2022, 2021 AND 2020 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY 3 YEARS AFTER THEY WERE FILED. X X X 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS AN ASSOCIATION WITH MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS ARE NOMINATED BY A COMMITTEE OF THE BOARD AND THEN ARE ELECTED BY MEMBERS AT THE ANNUAL MEETING IN MAY. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE 990 AND THEN SENDS IT ELECTRONICALLY TO THE BOARD FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ANY VIOLATIONS OF THE ORGANIZATION'S WRITTEN CODE OF CONDUCT WHICH INCLUDES CONFLICTS OF INTEREST 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. FORM 990, PART IX, LINE 24E MISCELLANEOUS: PROGRAM SERVICE EXPENSES 8,979. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,979. BANK CHARGES: PROGRAM SERVICE EXPENSES 7,365. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,365. TELEPHONE: PROGRAM SERVICE EXPENSES 6,259. MANAGEMENT AND GENERAL EXPENSES 695. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,954. DIRECTORY: PROGRAM SERVICE EXPENSES 3,362. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,362. SPECIAL INITIATIVES: PROGRAM SERVICE EXPENSES 1,835. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,835. CHARITABLE CONTRIBUTIONS: PROGRAM SERVICE EXPENSES 1,260. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,260. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 959. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 959. BOARD AND COMMITTEE MEETINGS: PROGRAM SERVICE EXPENSES 500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 500. POSTAGE AND DELIVERY: PROGRAM SERVICE EXPENSES 241. MANAGEMENT AND GENERAL EXPENSES 27. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 268. PUBLIC RELATIONS: PROGRAM SERVICE EXPENSES 250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 250. TAXES - OTHER: PROGRAM SERVICE EXPENSES 180. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 180. OREGON ALLIANCE FOUNDATION 7340 SW HUNZIKER 104 TIGARD OR 97223 EDUCATION OR 501(C)(3) LINE 12B, II NONE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0