Civic Intelligence

Leadingage Arizona

990 • Fiscal year 2023 • EIN 86-0449697

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization ProfileARIZONALEADINGAGE.ORG

View Organization Page

3877 N 7th Street Ste 280Phoenix, AZ 85014

(602) 230-0026

Siviq Scores

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

Liabilities / Assets

58th percentile

0.09x

Higher debt load relative to assets than 58% of similar nonprofits.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.14x

Higher debt load relative to revenue than 63% of similar nonprofits.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2023

Net Margin

2nd percentile

-61%

Higher net margin than 2% of similar nonprofits.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

94th percentile

$194,979

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 38.2% of source-year revenue.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2023

Asset Growth

7th percentile

-25%

Faster asset growth than 7% of similar nonprofits.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-46%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$738,201

Down $245,680 (-25%) from 2022

Net Assets

Down

$668,637

Down $260,206 (-28%) from 2022

Liabilities

Up

$69,564

Up $14,526 (+26%) from 2022

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin2nd percentile

Revenue

Down

$511,031

Down $441,991 (-46%) from 2022

Expenses

Up

$823,893

Up $46,031 (+5.9%) from 2022

Net Income

Down

-$312,862

Down $488,022 (-279%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$1.0M$500K$0Assets 2011: $391,952Liabilities 2011: $50,805Net Assets 2011: $341,1472011Assets 2012: $294,644Liabilities 2012: $40,324Net Assets 2012: $254,3202012Assets 2013: $294,820Liabilities 2013: $43,365Net Assets 2013: $251,4552013Assets 2014: $351,995Liabilities 2014: $85,765Net Assets 2014: $266,2302014Assets 2015: $303,648Liabilities 2015: $44,925Net Assets 2015: $258,7232015Assets 2016: $297,634Liabilities 2016: $20,853Net Assets 2016: $276,7812016Assets 2017: $300,886Liabilities 2017: $30,150Net Assets 2017: $270,7362017Assets 2018: $302,375Liabilities 2018: $45,475Net Assets 2018: $256,9002018Assets 2019: $306,129Liabilities 2019: $39,027Net Assets 2019: $267,1022019Assets 2020: $329,726Liabilities 2020: $10,692Net Assets 2020: $319,0342020Assets 2021: $851,006Liabilities 2021: $39,026Net Assets 2021: $811,9802021Assets 2022: $983,881Liabilities 2022: $55,038Net Assets 2022: $928,8432022Assets 2023: $738,201Liabilities 2023: $69,564Net Assets 2023: $668,6372023Assets 2024: $495,222Liabilities 2024: $154,776Net Assets 2024: $340,4462024

Highlighted filing

2023

Assets$738,201
Liabilities$69,564
Net Assets$668,637
Open 2023 Filing

Operations Trend

Revenue Growth2nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $473,238Expenses 2011: $494,491Net Income 2011: -$21,2532011Revenue 2012: $457,299Expenses 2012: $456,285Net Income 2012: $1,0142012Revenue 2013: $487,295Expenses 2013: $482,694Net Income 2013: $4,6012013Revenue 2014: $523,863Expenses 2014: $513,256Net Income 2014: $10,6072014Revenue 2015: $525,095Expenses 2015: $524,110Net Income 2015: $9852015Revenue 2016: $499,148Expenses 2016: $489,718Net Income 2016: $9,4302016Revenue 2017: $437,688Expenses 2017: $469,413Net Income 2017: -$31,7252017Revenue 2018: $452,688Expenses 2018: $456,172Net Income 2018: -$3,4842018Revenue 2019: $488,250Expenses 2019: $508,028Net Income 2019: -$19,7782019Revenue 2020: $419,508Expenses 2020: $378,596Net Income 2020: $40,9122020Revenue 2021: $1,009,812Expenses 2021: $464,584Net Income 2021: $545,2282021Revenue 2022: $953,022Expenses 2022: $777,862Net Income 2022: $175,1602022Revenue 2023: $511,031Expenses 2023: $823,893Net Income 2023: -$312,8622023Revenue 2024: $524,532Expenses 2024: $888,440Net Income 2024: -$363,9082024

Highlighted filing

2023

Revenue$511,031
Expenses$823,893
Net Income-$312,862
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$621,605
Mission and Program Overview

Mission

LeadingAge Arizona members consist of over 50 facilities dedicated to providing quality health care, housing, and services to over 12,000 elderly Arizona citizens. The association advances policies, promotes practices, and conducts research that supports, enables, and empowers people to live fully at any age.

The association serves its members by enchancing the lives of older adults by providing leadership, education, advocacy, and opportunities for collaboration to help them achieve their respective missions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$467,284$519,304▲ $52,020
Cash and Non-Interest-Bearing Accounts$491,942$199,089▼ $292,853
Prepaid Expenses and Deferred Charges$16,277$10,863▼ $5,414
Accounts Receivable$1,776$3,170▲ $1,394
Land, Buildings, and Equipment, Net$2,896$2,069▼ $827
Total Assets$983,881$738,201▼ $245,680
Other Assets Total$3,706$3,706→ $0
Liabilities
Unsecured Notes Loans Payable-$36,569-
Deferred Revenue$7,000$22,607▲ $15,607
Accounts Payable and Accrued Expenses$48,038$10,388▼ $37,650
Total Liabilities$55,038$69,564▲ $14,526
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$928,843$668,637▼ $260,206
Total Net Assets Fund Balance$928,843$668,637▼ $260,206
Total Liabilities and Net Assets / Fund Balance$983,881$738,201▼ $245,680

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,069$2,068$4,137
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pamela KoesterCEOFT$147,367$47,612$194,979

Board Members and Trustees

NameTitle
Donna TaylorChairman President
Tom WinkelmanPresident-elect
Joe La RueDirector
Rod BaileyDirector
Tom DoroughDirector
Wynn AngellDirector
John ThorhauerSecretary
Jon Scott WilliamsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$78,420
Program Service Revenue
$431,588
Investment Income
$1,023
Other Revenue
$0
Change in Net Assets
$-312,862
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$460,982
Salaries, Compensation, and Employee Benefits$362,911
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$218,026
Current Officers, Directors, Trustees, and Key Employees---$194,979
Other Salaries and Wages---$133,183
Fees for Services Other---$68,054
Fees for Services Legal---$57,945
Office Expenses---$35,749
Occupancy---$31,649
Payroll Taxes---$24,035
Fees for Services Accounting---$17,650
Information Technology---$10,714
Fees for Services Lobbying---$6,439
Advertising---$5,998
Other Employee Benefits---$5,579
Pension Plan Contributions---$5,135
Fees for Service Investment Mgmnt Fees---$4,332
Insurance---$3,599
Depreciation Depletion---$827
Total Functional Expenses$0$0$0$823,893
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
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$7,227
Total Nondeductible Lobbying and Political Cost$7,227
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
No
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 B, Line 11B

“The ceo of the organization distributes a pdf copy of the 990 to all board members for review and comment prior to the return being filed.”

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

“At each board and committee meeting, if there is a discussion of selecting or engaging a vendor or service provider, all in attendance are asked to recuse themselves from this discussion if there could be a perceived conflict. Annually, the organization reviews and discusses the conflict of interest policy and requests that each board member list and acknowledge any known conflicts.”

Form 990, Part VI, Section B, Line 15

“The board may hire and compensate individuals for necessary services rendered to the organization so long as such compensation is reasonable. The board shall determine reasonable compensation amounts based upon compensation paid by similarly situated nonprofits for like services.”

Form 990, Part VI, Section C, Line 19

“The organization will provide, in a timely manner, financial statements and governing documents including its conflict of interest policy when requested in writing or in person.”

Filing and Contact Details

Filer

Filer Name
Leadingage Arizona
EIN
86-0449697
Phone
6022300026
Address
3877 N 7TH STREET STE 280, PHOENIX, AZ 85014
Doing Business As
Arizona Leadingage

Signing Officer

Name
Jaime L Roberts
Title
CEO
Phone
6022300026
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jaime L Roberts
Formed
1985
Legal Domicile
Az
Voting Board Members
8
Independent Board Members
8
Employees
4
Volunteers
30

Preparer

Firm
Sechler Morgan Cpas Pllc
Address
2418 W BARROW DRIVE, CHANDLER, AZ 85224
Preparer
Kristina Morgan CPA
Phone
6022302700
Raw XML Appendix376 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MissionDesc0LEADINGAGE ARIZONA MEMBERS CONSIST OF OVER 50 FACILITIES DEDICATED TO PROVIDING QUALITY HEALTH CARE, HOUSING, AND SERVICES TO OVER 12,000 ELDERLY ARIZONA CITIZENS. THE ASSOCIATION ADVANCES POLICIES, PROMOTES PRACTICES, AND CONDUCTS RESEARCH THAT SUPPORTS, ENABLES, AND EMPOWERS PEOPLE TO LIVE FULLY AT ANY AGE.
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IRS990/PYTotalRevenueAmt0953022
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IRS990ScheduleC/DuesAssessmentsAmt0194406
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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04137
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CEO OF THE ORGANIZATION DISTRIBUTES A PDF COPY OF THE 990 TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO THE RETURN BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT EACH BOARD AND COMMITTEE MEETING, IF THERE IS A DISCUSSION OF SELECTING OR ENGAGING A VENDOR OR SERVICE PROVIDER, ALL IN ATTENDANCE ARE ASKED TO RECUSE THEMSELVES FROM THIS DISCUSSION IF THERE COULD BE A PERCEIVED CONFLICT. ANNUALLY, THE ORGANIZATION REVIEWS AND DISCUSSES THE CONFLICT OF INTEREST POLICY AND REQUESTS THAT EACH BOARD MEMBER LIST AND ACKNOWLEDGE ANY KNOWN CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD MAY HIRE AND COMPENSATE INDIVIDUALS FOR NECESSARY SERVICES RENDERED TO THE ORGANIZATION SO LONG AS SUCH COMPENSATION IS REASONABLE. THE BOARD SHALL DETERMINE REASONABLE COMPENSATION AMOUNTS BASED UPON COMPENSATION PAID BY SIMILARLY SITUATED NONPROFITS FOR LIKE SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION WILL PROVIDE, IN A TIMELY MANNER, FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS INCLUDING ITS CONFLICT OF INTEREST POLICY WHEN REQUESTED IN WRITING OR IN PERSON.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TotalLiabilitiesGrp/EOYAmt069564
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IRS990/TotalOtherCompensationAmt037112
IRS990/TotalProgramServiceRevenueAmt0431588
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IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt036569
IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0ARIZONALEADINGAGE.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAIME L ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum06022300026
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEADINGAGE ARIZONA
ReturnHeader/Filer/BusinessNameControlTxt0LEAD
ReturnHeader/Filer/EIN0860449697
ReturnHeader/Filer/PhoneNum06022300026
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822851604
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SECHLER MORGAN CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02418 W BARROW DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHANDLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
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ReturnHeader/PreparerPersonGrp/PhoneNum06022302700
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTINA MORGAN CPA
ReturnHeader/ReturnTs02024-11-14T10:44:26-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$738,201
Liabilities
$69,564
Net assets
$668,637
Revenue
$511,031
Expenses
$823,893
Net income
-$312,862
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.50$0.15$0.34$0.52$0.89$0.36
2023Detailed filing. Detailed filing data is available for this year.$0.74$0.07$0.67$0.51$0.82$0.31
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.06$0.93$0.95$0.78$0.18
2021Detailed filing. Detailed filing data is available for this year.$0.85$0.04$0.81$1.01$0.46$0.55
2020Detailed filing. Detailed filing data is available for this year.$0.33$0.01$0.32$0.42$0.38$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.31$0.04$0.27$0.49$0.51$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.30$0.05$0.26$0.45$0.46$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.30$0.03$0.27$0.44$0.47$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.30$0.02$0.28$0.50$0.49$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.30$0.04$0.26$0.53$0.52$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.35$0.09$0.27$0.52$0.51$0.01
2013Summary only. Only limited summary data is available for this year.$0.29$0.04$0.25$0.49$0.48$0.00
2012Summary only. Only limited summary data is available for this year.$0.29$0.04$0.25$0.46$0.46$0.00
2011Summary only. Only limited summary data is available for this year.$0.39$0.05$0.34$0.47$0.49$0.02