Civic Intelligence

Leadingage Arizona Foundation

990EZ • Fiscal year 2014 • EIN 86-0737966

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 13, 2015

3877 N Seventh Street 240Phoenix, AZ 85014

(602) 230-0026

Siviq Scores

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

Liabilities / Assets

80th percentile

0.17x

Higher debt load relative to assets than 80% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

92nd percentile

0.50x

Higher debt load relative to revenue than 92% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

5th percentile

-72%

Faster revenue growth than 5% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$118,466

Up $14,644 (+14%) from 2013

Net Assets

$98,528

No earlier filing loaded for comparison.

Liabilities

Up

$19,938

Up $8,468 (+74%) from 2013

Revenue

Down

$40,035

Down $101,519 (-72%) from 2013

Expenses

Down

$34,595

Down $93,270 (-73%) from 2013

Net Income

Down

$5,440

Down $8,249 (-60%) from 2013

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $78,847Liabilities 2011: $02011Assets 2012: $83,163Liabilities 2012: $4,5002012Assets 2013: $103,822Liabilities 2013: $11,4702013Assets 2014: $118,466Liabilities 2014: $19,938Net Assets 2014: $98,5282014Assets 2015: $120,237Net Assets 2015: $120,2372015Assets 2016: $116,023Liabilities 2016: $524Net Assets 2016: $115,4992016Assets 2017: $141,897Liabilities 2017: $4,748Net Assets 2017: $137,1492017Assets 2018: $153,731Net Assets 2018: $153,7312018Assets 2019: $181,077Net Assets 2019: $181,0772019Assets 2020: $156,229Net Assets 2020: $156,2292020Assets 2021: $397,075Liabilities 2021: $0Net Assets 2021: $397,0752021Assets 2022: $388,583Liabilities 2022: $0Net Assets 2022: $388,5832022Assets 2023: $404,771Liabilities 2023: $4,420Net Assets 2023: $400,3512023Assets 2024: $376,364Liabilities 2024: $1,170Net Assets 2024: $375,1942024

Highlighted filing

2014

Assets$118,466
Liabilities$19,938
Net Assets$98,528

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $46,931Expenses 2011: $19,974Net Income 2011: $26,9572011Revenue 2012: $37,736Expenses 2012: $27,533Net Income 2012: $10,2032012Revenue 2013: $141,554Expenses 2013: $127,865Net Income 2013: $13,6892013Revenue 2014: $40,035Expenses 2014: $34,595Net Income 2014: $5,4402014Revenue 2015: $45,548Expenses 2015: $22,400Net Income 2015: $23,1482015Revenue 2016: $40,950Expenses 2016: $47,239Net Income 2016: -$6,2892016Revenue 2017: $37,484Expenses 2017: $19,891Net Income 2017: $17,5932017Revenue 2018: $34,229Expenses 2018: $15,993Net Income 2018: $18,2362018Revenue 2019: $45,830Expenses 2019: $23,640Net Income 2019: $22,1902019Revenue 2020: $4,513Expenses 2020: $28,914Net Income 2020: -$24,4012020Revenue 2021: $256,577Expenses 2021: $6,112Net Income 2021: $250,4652021Revenue 2022: $28,644Expenses 2022: $24,444Net Income 2022: $4,2002022Revenue 2023: $31,715Expenses 2023: $27,106Net Income 2023: $4,6092023Revenue 2024: $29,775Expenses 2024: $54,314Net Income 2024: -$24,5392024

Highlighted filing

2014

Revenue$40,035
Expenses$34,595
Net Income$5,440
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 13, 2015
Return Version
2014v5.0
Gross Receipts
$118,254
Mission and Program Overview

Mission

Raise awareness of the aging populations welfare

Not-for-profit leaders expanding the world of possibilities for aging.

Program Services

DescriptionGrantsExpenses
LEADINGAGE ARIZONA FOUNDATION IS THE EDUCATIONAL ARM OF LEADINGAGE ARIZONA. THE FOUNDATION WAS CREATED TO RAISE AWARENESS FOR THE HEALTHCARE AND HOUSING NEEDS OF THE AGING THROUGH:-EDUCATIONAL ACTIVITIES-GRANT FUNDING THAT CAN BE USED TO CONDUCT STUDIES, INITIATE PILOT PROJECTS, DEVELOP EDUCATIONAL TOOLS AND PERFORM RESEARCH$11,654$11,654
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLAN TRAMELChairman-$0--
GRETCHEN COBBDirector-$0--
CHAD KUNZEDirector-$0--
JACK MARKSDirector-$0--
COLE MARVINVice Chair-$0--
JANIE MOLLONDirector-$0--
PRESLEY READERDirector-$0--
STEVEN KOLNACKIDirector-$0--
GENNY ROSEExecutive Director-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$37,384$13,000$3,792$9,208
Laugh Out Loud Charity Dinner$6,500$2,520-$2,520
Total Events$43,884$15,520$23,541$-8,021
Filing and Contact Details

Filer

Filer Name
Leadingage Arizona Foundation
EIN
86-0737966
Phone
6022300026
Address
3877 N SEVENTH STREET 240, PHOENIX, AZ 85014

Signing Officer

Name
Genny Rose
Title
Executive Director
Phone
6022300026
Signed
2015-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Mhm LLC
Address
3101 N CENTRAL AVE STE 300, PHOENIX, AZ 85012
Preparer
AMY A O'LOUGHLIN
Phone
6022646835
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 1,417.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: program support. Grantee name: patricia howell. Date of gift: 12/31/14. Amount given: 7,354.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: program support. Grantee name: leadingage arizona. Date of gift: 12/31/14. Amount given: 2,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: program support. Grantee name: other grants < $5,000. Date of gift: 12/31/14. Amount given: 1,800. Total included on form 990-ez, line 10: 11,654.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: office expenses. Amount: 1,947. Description: investment fees. Amount: 684. Total to form 990-ez, line 16: 2,631.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain. Amount: 736.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 2,569. End of year amount: 2,100. Description: prepaid expenses and deferred charges. Beg. Of year amount: 2,564. End of year amount: 1,765. Description: investments - merrill lynch mutual funds. Beg. Of year amount: 0. End of year amount: 36,367.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 2,470. End of year amount: 1,649. Description: deferred revenue. Beg. Of year amount: 9,000. End of year amount: 0. Description: due to leadingage arizona. Beg. Of year amount: 0. End of year amount: 18,289.

Raw XML Appendix226 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
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IRS990EZ/PrimaryExemptPurposeTxt0NOT-FOR-PROFIT LEADERS EXPANDING THE WORLD OF POSSIBILITIES FOR AGING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LEADINGAGE ARIZONA FOUNDATION IS THE EDUCATIONAL ARM OF LEADINGAGE ARIZONA. THE FOUNDATION WAS CREATED TO RAISE AWARENESS FOR THE HEALTHCARE AND HOUSING NEEDS OF THE AGING THROUGH:-EDUCATIONAL ACTIVITIES-GRANT FUNDING THAT CAN BE USED TO CONDUCT STUDIES, INITIATE PILOT PROJECTS, DEVELOP EDUCATIONAL TOOLS AND PERFORM RESEARCH
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1,417.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: PROGRAM SUPPORT. GRANTEE NAME: PATRICIA HOWELL. DATE OF GIFT: 12/31/14. AMOUNT GIVEN: 7,354.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: PROGRAM SUPPORT. GRANTEE NAME: LEADINGAGE ARIZONA. DATE OF GIFT: 12/31/14. AMOUNT GIVEN: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: PROGRAM SUPPORT. GRANTEE NAME: OTHER GRANTS < $5,000. DATE OF GIFT: 12/31/14. AMOUNT GIVEN: 1,800. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 11,654.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: OFFICE EXPENSES. AMOUNT: 1,947. DESCRIPTION: INVESTMENT FEES. AMOUNT: 684. TOTAL TO FORM 990-EZ, LINE 16: 2,631.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: UNREALIZED GAIN. AMOUNT: 736.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 2,569. END OF YEAR AMOUNT: 2,100. DESCRIPTION: PREPAID EXPENSES AND DEFERRED CHARGES. BEG. OF YEAR AMOUNT: 2,564. END OF YEAR AMOUNT: 1,765. DESCRIPTION: INVESTMENTS - MERRILL LYNCH MUTUAL FUNDS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 36,367.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 2,470. END OF YEAR AMOUNT: 1,649. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 9,000. END OF YEAR AMOUNT: 0. DESCRIPTION: DUE TO LEADINGAGE ARIZONA. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 18,289.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
ReturnHeader/BuildTS02016-04-25 22:37:26Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-13
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085012
ReturnHeader/PreparerPersonGrp/PhoneNum06022646835
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY A O'LOUGHLIN
ReturnHeader/ReturnTs02015-11-16T11:56:59-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.76$0.01$3.75$0.30$0.54$0.25
2023Detailed filing. Detailed filing data is available for this year.$4.05$0.04$4.00$0.32$0.27$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.29$0.24$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$2.57$0.06$2.50
2020Detailed filing. Detailed filing data is available for this year.$1.56$1.56$0.05$0.29$0.24
2019Detailed filing. Detailed filing data is available for this year.$1.81$1.81$0.46$0.24$0.22
2018Detailed filing. Detailed filing data is available for this year.$1.54$1.54$0.34$0.16$0.18
2017Detailed filing. Detailed filing data is available for this year.$1.42$0.05$1.37$0.37$0.20$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.16$0.01$1.15$0.41$0.47$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.20$1.20$0.46$0.22$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.18$0.20$0.99$0.40$0.35$0.05
2013Summary only. Only limited summary data is available for this year.$1.04$0.11$1.42$1.28$0.14
2012Summary only. Only limited summary data is available for this year.$0.83$0.05$0.38$0.28$0.10
2011Summary only. Only limited summary data is available for this year.$0.79$0.00$0.47$0.20$0.27