2024-08-27T08:34:09-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2023-01-01 042519931 LEADINGAGE MASSACHUSETTS INC LEAD 6172442999 246 WALNUT STREET 203 NEWTON MA 02460 ELISSA SHERMAN PRESIDENT 6172442999 2024-08-25 1 1 DANIELLE NIHILL P01350943 7819821001 2023 2024-08-08 14:25:15Z ELISSA SHERMAN 246 WALNUT STREET 203 NEWTON MA 02460 804572 0 1 X WWW.LEADINGAGEMA.ORG X 1976 MA THE MISSION OF LEADINGAGE MASSACHUSETTS IS TO EXPAND THE WORLD OF POSSIBILITIES FOR AGING. 14 14 3 14 0 2065 85075 0 672915 749127 27661 43551 1697 3592 787348 796270 0 0 0 0 454599 447070 0 0 0 244643 245075 699242 692145 88106 104125 1183042 1400540 97052 147524 1085990 1253016 THE MISSION OF LEADINGAGE MASSACHUSETTS IS TO EXPAND THE WORLD OF POSSIBILITIES FOR AGING. 0 0 PUBLIC POLICY - PUBLIC POLICY INCLUDES ALL OF THE ACTIVITIES UNDERTAKEN BY THE ASSOCIATION TO ANALYZE, COMMUNICATE ABOUT, AND WORK TO INFLUENCE PUBLIC POLICY RELATED TO AGING SERVICES. SUCH ACTIVITIES INCLUDE ATTENDING AND PARTICIPATING IN MEETINGS, WORKING GROUPS, AND ADVISORY COUNCIL MEETINGS WITH STATE AGENCY REPRESENTATIVES ON POLICY MATTERS AFFECTING LEADINGAGE MA MEMBERS, AS WELL AS ADVOCATING WITH LEGISLATORS AND STATE AGENCY PERSONNEL ON SPECIFIC LEGISLATIVE, BUDGETARY, AND REGULATORY MATTERS. EDUCATION - EDUCATION INCLUDES ALL ACTIVITIES RELATED TO THE DEVELOPMENT AND/OR SCHEDULING OF PROGRAMS OFFERED BY THE ASSOCIATION TO MEMBERS AND OTHER INTERESTED INDIVIDUALS AND ORGANIZATIONS INTENDED TO ADVANCE THE KNOWLEDGE AND INFORMATION OF AGING SERVICE PROVIDERS. MEMBERSHIP - ALL ACTIVITIES DESIGNED TO HELP LEADINGAGE MA MEMBERS ACCESS INFORMATION, KNOWLEDGE, AND RESOURCES TO HELP THEM ADVANCE THE WORK OF THEIR ORGANIZATIONS. SUCH ACTIVITIES INCLUDE RESPONDING TO MEMBER INQUIRIES, DEVELOPING AND COMMUNICATING WITH MEMBERS ABOUT AVAILABLE TOOLS AND RESOURCES TO SUPPORT THEIR ORGANIZATIONS, ALL MEMBER COMMUNICATIONS INCLUDING NEWSLETTERS, WEBSITE, FACILITATING MEMBER NETWORKING. 0 0 0 1 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 3 1 1 1 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 1 1 0 X ELISSA SHERMAN 6142442999 246 WALNUT STREET SUITE 203 NEWTON MA 02460 ELISSA SHERMAN PRESIDENT 40.00 X 227230 0 28165 NICOLE BRESLIN CHAIR (THRU 10/23) 1.00 X X 0 0 0 WALTER RAMOS CHAIR (AS OF 10/23) 1.00 X X 0 0 0 ALINE RUSSOTTO IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 MARGARET MANTONI TREAS THRU/CHAIR ELECT AS OF:10/23 1.00 X X 0 0 0 MATTHEW HOLLINGSHEAD CLERK 1.00 X X 0 0 0 JAMES FREEHLING TREASURER (AS OF 10/23) 1.00 X X 0 0 0 MARIANNE DELOREY TRUSTEE 1.00 X 0 0 0 BETSY MULLEN TRUSTEE 1.00 X 0 0 0 PATRICK STAPLETON TRUSTEE 1.00 X 0 0 0 ANNE THOMAS TRUSTEE 1.00 X 0 0 0 MICHAEL FERRICK TRUSTEE 1.00 X 0 0 0 JOE FRIAS TRUSTEE 1.00 X 0 0 0 CHARLES CRUSH TRUSTEE 1.00 X 0 0 0 FELIX ROSENWASSER TRUSTEE (AS OF 10/23) 1.00 X 0 0 0 227230 0 28165 1 0 1 0 0 MEMBER DUES 541900 427120 427120 CONFERENCES, PROGRAMS & CONTRACT 541900 322007 322007 749127 43147 43147 8706 8302 404 404 404 OTHER INCOME 541900 3592 3592 3592 796270 749127 0 47143 381206 11493 30094 24277 24071 24000 8302 7506 194 12181 41440 13330 104611 219 4314 OTHER EXPENSES 4907 692145 50313 72242 200040 365415 85600 4085 1676 1747 4677 962 0 3715 798351 877614 12625 12625 34437 63097 1183042 1400540 64257 64369 1818 22475 30977 60680 97052 147524 X 1085990 1253016 1085990 1253016 1183042 1400540 104125 62901 0 X 0 1 X 1 0 0 0 0 427120 46723 28574 75297 44178 31119 FORM 990, SCHEDULE C, PART IV: LOBBYISTS ASSIST THE ORGANIZATION IN SETTING UP MEETINGS WITH LEGISLATORS, TRACKING LEGISLATION, AND ASSIST IN COMMUNICATING THE ORGANIZATION'S LEGISLATIVE PRIORITIES TO KEY LEGISLATORS. 4677 962 3715 3715 LEADINGAGE MASSACHUSETTS IMA 877614 C 877614 LEASE LIABILITY-OPERATING 60680 60680 850869 62901 62901 787968 8302 8302 796270 683843 0 683843 8302 8302 692145 X X X 0 0 0 ELISSA SHERMAN PRESIDENT 207230 0 20000 0 0 0 7210 0 20955 0 255395 0 0 0 PART I, LINE 7 ELISSA SHERMAN RECEIVED A BONUS OF $20,000 FOR EXCELLENT PERFORMANCE IN HER ANNUAL REVIEW FOR CALENDAR YEAR 2023. FORM 990, PART VI, SECTION A, LINE 1A THERE IS AN EXECUTIVE COMMITTEE WITH THE AUTHORITY TO TRANSACT REGULAR BUSINESS OF THE BOARD OF TRUSTEES BETWEEN MEETINGS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ARE CHARITABLE HOMES FOR THE AGING, MUNICIPAL HOMES FOR THE AGING, AND OTHER NONPROFIT INSTITUTIONS OR ORGANIZATIONS, AND THE SPONSORS OF SUCH ORGANIZATIONS THAT PROVIDE CARE, SERVICES AND/OR HOUSING FOR THE AGING IN THE COMMONWEALTH OF MASSACHUSETTS. AFFILIATES ARE INDIVIDUALS, ORGANIZATIONS, CORPORATIONS AND AGENCIES, FOR-PROFIT AND NONPROFIT ORGANIZATIONS THAT DO NOT QUALIFY FOR MEMBER STATUS BUT HAVE DEMONSTRATED AN INTEREST IN THE PURPOSES OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ARE ELIGIBLE TO VOTE FOR BOARD MEMBERS AND OFFICERS AT THE ANNUAL MEETING. AFFILIATES DO NOT HAVE VOTING RIGHTS IN CORPORATION MATTERS. FORM 990, PART VI, SECTION A, LINE 7B ANY AMENDMENT OF THE BYLAWS THAT ADVERSELY AFFECTS THE RIGHTS OF THE MEMBERS UNDER THE BYLAWS MUST BE APPROVED BY THE MEMBERS BEFORE SUCH AMENDMENT BECOMES EFFECTIVE. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC VERSION OF THE FORM 990 IS FORWARDED TO OFFICERS FOR THEIR REVIEW AND APPROVAL. THE BOARD HAS THE OPPORTUNITY TO REVIEW THE COMPLETE FORM 990 BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE ISSUED A CONFLICT OF INTEREST STATEMENT AT THE BEGINNING OF THE YEAR AND ARE ASKED TO SUBMIT IT TO THE PRESIDENT WHO MAINTAINS THE FILES IN THE OFFICE, MONITORS, AND REVIEWS FOR POTENTIAL CONFLICTS. IF A CONFLICT ARISES, THE PRESIDENT WOULD BRING IT UP TO THE CHAIR OF THE BOARD TO BE DISCUSSED. FORM 990, PART VI, SECTION B, LINE 15 THE SALARY FOR THE ORGANIZATION'S PRESIDENT IS DETERMINED BY SURVEYS AND COMPARISON TO OTHER ORGANIZATIONS. THE MOST RECENT SALARY SURVEY WAS CONDUCTED IN 2023. THE SALARY IS APPROVED BY THE BOARD AND THE DELIBERATION AND DECISION PROCESS IS DOCUMENTED IN THE MINUTES TO THE MEETING. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.