2015 Annual Report-web

Message from the President & CEO

Table of Contents

President & CEO’s Message | 2 About LeadingAge California | 3 2014-2015 Leadership | 4-5 - Executive Committee - Board of Directors A Year in Review, By the Numbers | 6-7 2015 Award Recipients | 8 Major Accomplishments | 9 Developing Strong Leaders and Frontline Talent | 9 Repositioning for Advocacy Success | 9

Legislative Outcomes | 9 Engaging the Community of Not-for-Profit Providers | 10 Leading Innovation | 10 The State's Only Champion for Affordable Senior Housing – Our Successes This Year | 11 Adding Additional Value to Membership | 12 Strategic Partnership to Advance Technology Use | 12 LeadingAge California Collaborations | 13 2014-2015 Budget | 14 Staff Contacts | 15

In Fiscal Year 2015, LeadingAge California made great strides in our mission to advance housing and services for older adults and to support and inspire our members through advocacy, education and research to meet the changing needs of California’s older adults. With the successful transition to a 501(c)(6) organization with a subsidiary 501(c)(3) charitable foundation, LeadingAge California is well positioned to confront the public policy challenges that lie ahead as the aging of our state continues to accelerate. The launch of our Political Action Committee was a great success and thanks to our generous donors, we exceeded our first year fundraising goal. Our ambitious legislative agenda promises to advance the field of nonprofit providers, and that work will continue into the second half of the 2015-2016 Legislative Session. We are immensely proud of the collaborative effort we put forth this year to engage key stakeholders in “community conversations” to define state-level solutions to the problem of adequately financing long-term services and supports. We expect the process to yield legislation next year, which will begin to address the acute need of all Californians to adequately fund their care and services. While a few contentious issues in the Legislature remain unresolved, we will continue to advocate for the best interests of our membership and those we serve. We also continue our commitment to providing value for your membership investment. The LeadingAge California staff continually seek out new services that add value to membership. We added new services last year, including additional compliance resources, business intelligence products, as well as an all-new website that offers expanded networking with a robust new career center. Members increasingly turn to Value First for significant savings on the products they need every day. I hope you enjoy this look at what we’ve accomplished over the past year. This work would not be possible without the continued generous support of our members, business partners and allied organizations. We look forward to continuing our work into the New Year. Sincerely,

About LeadingAge California Founded in 1961, LeadingAge California is the state’s leading advocate for quality, not-for-profit senior living and care. The association’s advocacy, educational programs and public relations help its members best serve the needs of more than 100,000 of the state’s older adults. LeadingAge California represents more than 400 nonprofit providers of senior living and care – including affordable housing, continuing care retirement communities, assisted living, skilled nursing, and home- and community- based care. Beginning as California Association of Homes for the Aging (CAHA), the association later included “services” in its name to reflect the changing needs and goals of its members. In 2006, as options for senior living and care began to expand, California Association of Homes and Services for the Aging (CAHSA) became Aging Services of California, then in 2013 became LeadingAge California. The goal of LeadingAge California is to help develop progressive and innovative strategies for Californians to age well into the future. Paramount concerns in aging services include providing more options for care; continuity, accessibility and flexibility of services; reasonable and secure financing; affordable senior housing; healthcare; education and training programs and research and technological advances - in general, ensuring all of us can age independently and with dignity. Mission “It is the mission of LeadingAge California to advance housing and services for older adults and to support and inspire its members through advocacy, education, research and services enabling them to meet the changing needs of their clients and communities.” Vision “LeadingAge California is a catalyst for members to advocate, enrich and advance aging services.”

Joanne Handy, RN, MS President & CEO

2014-2015 Annual Report | 3

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