Civic Intelligence

Leadingage Arizona Foundation

990EZ • Fiscal year 2017 • EIN 86-0737966

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 16, 2018

3877 N 7TH STREET Room 240Phoenix, AZ 85014

(602) 230-0026

Siviq Scores

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

Liabilities / Assets

70th percentile

0.03x

Higher debt load relative to assets than 70% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.13x

Higher debt load relative to revenue than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

91st percentile

47%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

73rd percentile

22%

Faster asset growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

35th percentile

-8.5%

Faster revenue growth than 35% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$141,897

Up $25,874 (+22%) from 2016

Net Assets

Up

$137,149

Up $21,650 (+19%) from 2016

Liabilities

Up

$4,748

Up $4,224 (+806%) from 2016

Revenue

Down

$37,484

Down $3,466 (-8.5%) from 2016

Expenses

Down

$19,891

Down $27,348 (-58%) from 2016

Net Income

Up

$17,593

Up $23,882 (+380%) from 2016

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

2017

Assets$141,897
Liabilities$4,748
Net Assets$137,149

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

2017

Revenue$37,484
Expenses$19,891
Net Income$17,593
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 16, 2018
Return Version
2017v2.3
Gross Receipts
$58,741
Mission and Program Overview

Mission

Raise awareness of the aging populations welfare

Program Services

DescriptionGrantsExpenses
Raised awareness of the healthcare and housing needs of the aging through 1 Educational activities 2 Grant funding to conduct studies and initiated pilot projects 3 Developed educational tools 4 Performed research on aging$10,000$11,285
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GRETCHEN COBBChairman-$0--
COLE MARVINVice Chairman-$0--
PAMELA KOESTERPresident-$0--
ROD BAILEYDirector-$0--
KRISTIE LARSONDirector-$0--
CHAD KUNZEDirector-$0--
STEVE KOLNACKIDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf$54,983$18,088$375$17,713
Total Events$54,983$18,088$21,257$-3,169
Filing and Contact Details

Filer

Filer Name
Leadingage Arizona Foundation
EIN
86-0737966
Phone
6022300026
Address
3877 N 7TH STREET Room 240, PHOENIX, AZ 85014

Signing Officer

Name
Pamela Koester
Title
President
Signed
2018-10-16
Discuss with paid preparer
No

Preparer

Firm
Sechler Morgan Cpas Pllc
Address
2418 W BARROW DRIVE, CHANDLER, AZ 85224
Preparer
Kristina Morgan CPA
Phone
6022302700
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

Activity Grant, Grantee Leadingage Arizona 3877 N 7th Street Phoenix AZ 85014, Cash Grant 10,000, Relationship

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

Administrative Expenses 1,349

Form 990-EZ, Part I, Line 20, Net Assets

Unrealized Gains/Losses 4,057

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

Due From Association Beginning of year 0, End of year 50

Form 990-EZ, Part II, Line 26, Liabilities

Due to Association Beginning of year 524, End of year 0

Form 990-EZ, Part II, Line 26, Liabilities

Credit Card Payable Beginning of year 0, End of year 4,748

Raw XML Appendix191 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/BooksInCareOfDetail/USAddress/CityNm0Phoenix
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt050
IRS990EZ/OtherChangesInNetAssetsAmt04057
IRS990EZ/OtherExpensesTotalAmt01349
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/WebsiteAddressTxt0www.arizonaleadingage.org
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-3169
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt02794
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02794
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0375
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0375
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt013340
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt013340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Grant, Grantee Leadingage Arizona 3877 N 7th Street Phoenix AZ 85014, Cash Grant 10,000, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Administrative Expenses 1,349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Unrealized Gains/Losses 4,057
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Due From Association Beginning of year 0, End of year 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Due to Association Beginning of year 524, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Credit Card Payable Beginning of year 0, End of year 4,748
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0PAMELA KOESTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEADINGAGE ARIZONA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEAD
ReturnHeader/Filer/EIN0860737966
ReturnHeader/Filer/PhoneNum06022300026
ReturnHeader/Filer/USAddress/AddressLine1Txt03877 N 7TH STREET Room 240
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
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ReturnHeader/FilingSecurityInformation/IPDt02018-10-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm014:00:53
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SECHLER MORGAN CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02418 W BARROW DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHANDLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085224
ReturnHeader/PreparerPersonGrp/PhoneNum06022302700
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTINA MORGAN CPA
ReturnHeader/ReturnTs02018-10-19T01:56:10-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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