Civic Intelligence

Leadingage Missouri

990 • Fiscal year 2024 • EIN 23-7056040

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 26, 2025

3412 Knipp Dr 102Jefferson City, MO 65109

(573) 635-6244

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

90th percentile

0.53x

Higher debt load relative to assets than 90% of similar nonprofits.

2024 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

0.44x

Higher debt load relative to revenue than 88% of similar nonprofits.

2024 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2024

Net Margin

11th percentile

-15%

Higher net margin than 11% of similar nonprofits.

2024 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

91st percentile

$170,392

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 23.7% of source-year revenue.

2024 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2024

Asset Growth

12th percentile

-15%

Faster asset growth than 12% of similar nonprofits.

2024 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

0.4%

Faster revenue growth than 35% of similar nonprofits.

2024 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$587,366

Down $105,722 (-15%) from 2023

Net Assets

Down

$273,364

Down $106,172 (-28%) from 2023

Liabilities

Up

$314,002

Up $450 (+0.1%) from 2023

Revenue

Up

$718,164

Up $2,536 (+0.4%) from 2023

Expenses

Up

$824,336

Up $103,600 (+14%) from 2023

Net Income

Down

-$106,172

Down $101,064 (-1979%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2020: $627,179Liabilities 2020: $349,228Net Assets 2020: $277,9512020Assets 2021: $702,931Liabilities 2021: $350,404Net Assets 2021: $352,5272021Assets 2022: $747,285Liabilities 2022: $362,641Net Assets 2022: $384,6442022Assets 2023: $693,088Liabilities 2023: $313,552Net Assets 2023: $379,5362023Assets 2024: $587,366Liabilities 2024: $314,002Net Assets 2024: $273,3642024Assets 2025: $542,857Liabilities 2025: $301,379Net Assets 2025: $241,4782025

Highlighted filing

2024

Assets$587,366
Liabilities$314,002
Net Assets$273,364

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2020: $749,089Expenses 2020: $738,337Net Income 2020: $10,7522020Revenue 2021: $714,711Expenses 2021: $640,135Net Income 2021: $74,5762021Revenue 2022: $698,867Expenses 2022: $666,750Net Income 2022: $32,1172022Revenue 2023: $715,628Expenses 2023: $720,736Net Income 2023: -$5,1082023Revenue 2024: $718,164Expenses 2024: $824,336Net Income 2024: -$106,1722024Revenue 2025: $767,321Expenses 2025: $799,207Net Income 2025: -$31,8862025

Highlighted filing

2024

Revenue$718,164
Expenses$824,336
Net Income-$106,172
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 26, 2025
Return Version
2023v6.0
Gross Receipts
$718,164
Mission and Program Overview

Mission

Be the trusted voice for aging in missouri by delivering excellent advocacy, education, and services that advance our members' missions.

Be the trusted voice for aging in Missouri by delivering excellent advocacy, education, and services that advance our members missions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$650,625$538,696▼ $111,929
Land, Buildings, and Equipment, Net$23,236$22,329▼ $907
Investments Other Securities$13,125$13,125→ $0
Accounts Receivable$3,450$12,700▲ $9,250
Prepaid Expenses and Deferred Charges$2,250$0▼ $2,250
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$693,088$587,366▼ $105,722
Other Assets Total$402$516▲ $114
Liabilities
Deferred Revenue$147,196$157,774▲ $10,578
Accounts Payable and Accrued Expenses$137,870$130,085▼ $7,785
Other Liabilities$28,486$26,143▼ $2,343
Total Liabilities$313,552$314,002▲ $450
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$379,536$273,364▼ $106,172
Total Net Assets Fund Balance$379,536$273,364▼ $106,172
Total Liabilities and Net Assets / Fund Balance$693,088$587,366▼ $105,722

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$42,798$42,798
Leasehold Improvements$22,329$13,928$36,257
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
William BatesCEOFT$141,384$29,008$170,392
Rebekah LucasExecutive DirectorFT$78,486$13,752$92,238

Board Members and Trustees

NameTitle
Adam MarlesChair Elect
Anthony ColumbattoChairman
Carol DisanzaPast Chair
Amber BardonBoard Member
Bill HolmanBoard Member
Charles MooreBoard Member
Chris BaechleBoard Member
Kerri LauterbachBoard Member
Laura CambriaBoard Member
Margaret DonnellyBoard Member
Rodney HarrisonBoard Member
Walter LinBoard Member
Carmen FronczakSecretary
Kiel PeregrinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$26,800
Program Service Revenue
$681,775
Investment Income
$6,571
Other Revenue
$3,018
All Other Contributions
$26,800
Change in Net Assets
$-106,172
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$497,677
Salaries, Compensation, and Employee Benefits$326,659
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$246,185
Conferences and Meetings---$169,278
Payments to Affiliates---$167,293
Other Salaries and Wages---$47,143
Occupancy---$32,790
Payroll Taxes---$21,427
Fees for Services Management---$17,015
Fees for Services Accounting---$16,610
Information Technology---$11,963
Pension Plan Contributions---$11,686
Office Expenses---$10,103
Travel---$7,770
Other Expenses---$5,977
Insurance---$4,504
All Other Expenses---$1,626
Depreciation Depletion---$906
Other Employee Benefits---$218
Total Functional Expenses$0$0$0$824,336
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$12,189
Total Nondeductible Lobbying and Political Cost$-195,901
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Vacation Leave Payable$12,472
Accrued Wages$7,598
Payroll Taxes$4,551
Retirement Payable$1,522
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

The board of directors are elected by the members. Up to four directors can also be appointed by the board of directors.

Form 990, Part VI, Section A, Line 7B

Bylaw changes must be approved by the members.

Form 990, Part VI, Section B, Line 11B

A copy of the 990 will be reviewed by the entire board after its filing.

Form 990, Part VI, Section B, Line 12C

Board members and staff are required annually to sign a copy of the code of conduct, acknowledging receipt of the policy and indicating they will inform the board of situations that might be interpreted as a conflict.

Form 990, Part VI, Section B, Line 15B

Annually the board of directors reviews the ceo's compensation, researches and compares compensation data and provides the ceo with a written evaluation.annually, the executive director evaluates staff and sets pay rates within the budget approved by the board of directors.

Form 990, Part VI, Section C, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Leadingage Missouri
EIN
23-7056040
Phone
5736356244
Address
3412 KNIPP DR 102, JEFFERSON CITY, MO 65109

Signing Officer

Name
William Bates
Title
CEO
Signed
2025-02-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Bates
Formed
1969
Legal Domicile
Mo
Voting Board Members
14
Independent Board Members
14
Employees
4
Volunteers
33

Preparer

Firm
Evers & Company CPAs LLC
Address
520 Dix Road, Jefferson City, MO 65109
Preparer
Bobbie J Redmon CPA
Phone
5736350227
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IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0BE THE TRUSTED VOICE FOR AGING IN MISSOURI BY DELIVERING EXCELLENT ADVOCACY, EDUCATION, AND SERVICES THAT ADVANCE OUR MEMBERS' MISSIONS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0273364
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0379536
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0273364
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0true
IRS990/OccupancyGrp/TotalAmt032790
IRS990/OfficeExpensesGrp/TotalAmt010103
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0402
IRS990/OtherAssetsTotalGrp/EOYAmt0516
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0218
IRS990/OtherExpensesGrp/Desc0EQUIPMENT MAINTENANCE
IRS990/OtherExpensesGrp/Desc1POLICY GOVERNANCE
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3CONSULTANT
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IRS990/OtherExpensesGrp/TotalAmt117136
IRS990/OtherExpensesGrp/TotalAmt210500
IRS990/OtherExpensesGrp/TotalAmt35977
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IRS990/OtherLiabilitiesGrp/EOYAmt026143
IRS990/OtherRevenueMiscGrp/Desc0MISC INCOME
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt01718
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01300
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11300
IRS990/OtherRevenueTotalAmt03018
IRS990/OtherSalariesAndWagesGrp/TotalAmt047143
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt0167293
IRS990/PayrollTaxesGrp/TotalAmt021427
IRS990/PensionPlanContributionsGrp/TotalAmt011686
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0true
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02250
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0WILLIAM BATES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
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IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc1NURSING CERTIFICATION
IRS990/ProgramServiceRevenueGrp/Desc2SEMINARS & CONFERENCES
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2198574
IRS990/ProgSrvcAccomActy2Grp/Desc0MEMBERSHIP SERVICES - CERTIFICATIONS, ADVERTISING, GROUP PURCHASING AND PUBLICATIONS
IRS990/ProgSrvcAccomActy3Grp/Desc0PUBLIC POLICY - ADVOCATING FOR PUBLIC POLICIES THAT SAFEGUARD THE LONG-TERM CARE INDUSTRY AND PROVIDE LEGISLATIVE UPDATES AND BRIEFS.
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IRS990/PYContributionsGrantsAmt031640
IRS990/PYInvestmentIncomeAmt03116
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IRS990/PYOtherExpensesAmt0444337
IRS990/PYOtherRevenueAmt02307
IRS990/PYProgramServiceRevenueAmt0678565
IRS990/PYRevenuesLessExpensesAmt0-5108
IRS990/PYSalariesCompEmpBnftPaidAmt0276399
IRS990/PYTotalExpensesAmt0720736
IRS990/PYTotalRevenueAmt0715628
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-106172
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
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IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt012189
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt0-195901
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/Section527PoliticalOrgGrp/ContributionsRcvdDlvrAmt03075
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0LEADINGAGE MISSOURI PAC
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt03412 KNIPP DR 102
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0JEFFERSON CITY
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd065109
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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt042798
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt022329
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt013928
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt036257
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07598
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21522
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt312472
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED WAGES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL TAXES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2RETIREMENT PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3VACATION LEAVE PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt022329
IRS990ScheduleD/TotalLiabilityAmt026143
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0141384
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount012000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt05572
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt011436
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0WILLIAM BATES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0170392
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS ARE ELECTED BY THE MEMBERS. UP TO FOUR DIRECTORS CAN ALSO BE APPOINTED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BYLAW CHANGES MUST BE APPROVED BY THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE 990 WILL BE REVIEWED BY THE ENTIRE BOARD AFTER ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBERS AND STAFF ARE REQUIRED ANNUALLY TO SIGN A COPY OF THE CODE OF CONDUCT, ACKNOWLEDGING RECEIPT OF THE POLICY AND INDICATING THEY WILL INFORM THE BOARD OF SITUATIONS THAT MIGHT BE INTERPRETED AS A CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUALLY THE BOARD OF DIRECTORS REVIEWS THE CEO'S COMPENSATION, RESEARCHES AND COMPARES COMPENSATION DATA AND PROVIDES THE CEO WITH A WRITTEN EVALUATION.ANNUALLY, THE EXECUTIVE DIRECTOR EVALUATES STAFF AND SETS PAY RATES WITHIN THE BUDGET APPROVED BY THE BOARD OF DIRECTORS.

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