Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | LEADINGAGE IOWA HAS FOUR CLASSES OF MEMBERSHIP: ORGANIZATION MEMBERS, INDIVIDUAL MEMBERS, ASSOCIATE MEMBERS, AND SUBSCRIPTION AFFILIATES. ONLY ORGANIZATION MEMBERS SHALL HAVE MEMBERSHIP VOTING RIGHTS, BUT ALL CLASSIFICATIONS OF MEMBERSHIP MAY PARTICIPATE IN MEMBER COMMITTEES AND HAVE MEMBER COMMITTEE POWERS. ORGANIZATION MEMBERSHIP SHALL BE AVAILABLE TO ANY NONPROFIT OR GOVERNMENTAL ENTITY WHICH PROVIDES SENIOR HOUSING AND/OR LONG-TERM SUPPORT AND SERVICES IN IOWA. IF THE MEMBER IS PART OF A MULTI-FACILITY OR MULTI-SERVICE ORGANIZATION, ALL ELIGIBLE FACILITIES AND SERVICES UNDER COMMON GOVERNANCE OF THAT ORGANIZATION, INCLUDING THOSE BY A SUBSIDIARY OR AFFILIATED CORPORATION IN IOWA, SHALL BE MEMBERS. INDIVIDUAL MEMBERSHIP SHALL BE AVAILABLE TO INDIVIDUALS OR TO STUDENTS ENROLLED IN A FULL-TIME CURRICULUM RELATED TO THE LONG-TERM CARE PROFESSION. HOWEVER, INDIVIDUALS THAT ARE ADMINISTRATORS OR STAFF AT AN ELIGIBLE ORGANIZATION MEMBER, ASSOCIATE MEMBER, OR SUBSCRIPTION AFFILIATE ARE NOT ELIGIBLE FOR INDIVIDUAL MEMBERSHIP UNLESS THE ORGANIZATION OR SUBSCRIPTION AFFILIATE IS A MEMBER. ASSOCIATE MEMBERSHIP SHALL BE AVAILABLE TO ORGANIZATIONS, ENTITIES, AND AGENCIES WHICH ARE INTERESTED IN THE PHILOSOPHY AND PURPOSE OF THE ASSOCIATION AND WHICH DO NOT MEET ELIGIBILITY CRITERIA FOR ORGANIZATION MEMBERS OR SUBSCRIPTION AFFILIATES. SUBSCRIPTION AFFILIATES SHALL BE AVAILABLE TO FOR-PROFIT ENTITIES THAT PROVIDE SENIOR HOUSING AND/OR LONG-TERM SUPPORT AND SERVICES. IF THE MEMBER IS A PART OF A MULTI-FACILITY OR MULTI-SERVICE ENTITY, ALL ELIGIBLE FACILITIES AND SERVICES UNDER COMMON GOVERNANCE OF THAT ORGANIZATION, INCLUDING THOSE BY A SUBSIDIARY OR AFFILIATED CORPORATION IN IOWA, SHALL BE MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | VACANCIES ON THE BOARD OF DIRECTORS SHALL BE FILLED BY A MAJORITY VOTE OF THE BOARD OF DIRECTORS AT A REGULAR OR SPECIAL MEETING, AND SUCH APPOINTEES SHALL SERVE UNTIL THE TERM ENDS. |
| FORM 990, PART VI, SECTION A, LINE 7B | ANNUAL DUES FOR ALL CLASSIFICATIONS SHALL BE RECOMMENDED BY THE BOARD OF DIRECTORS FOR APPROVAL BY THE MEMBERSHIP AT THE ANNUAL OR SPECIAL MEETING. SPECIAL ASSESSMENTS TO MEET SPECIAL NONRECURRING NEEDS SHALL BE RECOMMENDED, WHEN NECESSARY, BY THE BOARD OF DIRECTORS AND SHALL BE APPROVED AT THE ANNUAL OR SPECIAL MEETING OF THE ASSOCIATION. ARRANGEMENTS FOR A SYSTEM OF JOINT DUES WITH LEADINGAGE MAY BE MADE UPON SUCH TERMS AND CONDITIONS AS DETERMINED BY THE BOARD OF DIRECTORS AND APPROVED BY THE MEMBERSHIP AT ANY ANNUAL OR SPECIAL MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11B | A MEETING WILL BE CALLED FOR THE FINANCE COMMITTEE OF BOARD OF DIRECTORS TO MEET TO REVIEW AND APPROVE THE FORM 990 PRIOR TO SUBMITTAL. PRIOR TO SUBMITTAL, THE FORM 990 APPROVED BY THE FINANCE COMMITTEE IS RECOMMENDED TO THE FULL BOARD FOR REVIEW AND APPROVAL AT THEIR NEXT REGULARLY SCHEDULED MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS INCLUDED IN THE MATERIALS FOR EACH BOARD MEETING AND THE BOARD CHAIR ASKS WHETHER ANY BOARD MEMBER HAS ANY CONFLICTS TO DISCLOSE RELATED TO THE AGENDA AT THE START OF EACH BOARD MEETING. EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THE CONFLICT OF INTEREST POLICY AND STATES ANY CONFLICTS OF INTEREST. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER AND BASED ON FURTHER INVESTIGATION THE BOARD OR COMMITTEE SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTIONS IN RELATION TO THE CONFLICT OF INTEREST AND BOARD MEMBER. AN INTERESTED PERSON SHALL NOT ACTIVELY PARTICIPATE IN THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST, EITHER FORMALLY AT A BOARD OR COMMITTEE MEETING OR INFORMALLY THROUGH CONTACT WITH INDIVIDUAL BOARD OR COMMITTEE MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION FOR THE PRESIDENT/CEO IS DETERMINED BY USING A LEADINGAGE EXECUTIVE FORUM SALARY AND FRINGE BENEFIT SURVEY AND REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE AND THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST AT THEIR BUSINESS OFFICE. |
| FORM 990, PART IX, LINE 11G | MEMBER RESOURCES: PROGRAM SERVICE EXPENSES 6,825. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,825. FOREIGN TAXES: PROGRAM SERVICE EXPENSES 283. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 283. WAGE EXPENSES TO OASIS AHR, INC. (A PEO): PROGRAM SERVICE EXPENSES 579,632. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 579,632. PAYROLL TAXES TO OASIS AHR, INC. (A PEO): PROGRAM SERVICE EXPENSES 43,263. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,263. PAYROLL BENEFITS TO OASIS AHR, INC. (A PEO): PROGRAM SERVICE EXPENSES 53,130. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,130. PROCESSING FEES TO OASIS AHR, INC. (A PEO): PROGRAM SERVICE EXPENSES 12,832. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,832. |
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