Form 990 for tax year 2024
Filed by LEADINGAGE IOWA FKA IOWA ASSOCIATION OF HOMES & SERVICES FOR THE AGING.
Totals
- Total revenue
- $926,772
- Total expenses
- $1,014,787
- Contributions and grants received
- $358,456
- Grants paid
- $39,781
- Program service revenue
- $477,692
- Investment income
- $34,078
- Other revenue
- $56,546
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $0
- Program services expenses (Part IX)
- $1,014,787
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,014,787
Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$312,446
-
1e · Government grants (contributions)
$46,010
-
2a · Program service revenue: CONFERENCES
total $357,752 · related or exempt $357,752
-
2b · Program service revenue: SPONSORSHIPS
total $94,802 · related or exempt $94,802
-
2c · Program service revenue: NURSE CONSULTING
total $13,351 · related or exempt $13,351
-
2d · Program service revenue: OTHER REVENUE
total $11,787 · related or exempt $11,787
-
3 · Investment income
total $31,654 · excluded $31,654
-
7a · Gross sales of assets other than inventory
securities $39,500 · other assets $904
-
7b · Less cost or other basis and sales expenses
securities $36,779 · other assets $1,201
-
7c · Gain or loss
securities $2,721 · other assets -$297
-
7d · Net gain or loss
total $2,424 · related or exempt -$297 · excluded $2,721
-
11a · Other revenue: ROYALTIES
total $55,774 · related or exempt $55,774
-
11b · Other revenue: ADVERTISING
total $772 · unrelated business $772
-
11e · Other revenue, total
$56,546
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $39,781 · program services $39,781
-
11b · Fees: legal
total $10,012 · program services $10,012
-
11c · Fees: accounting
total $40,962 · program services $40,962
-
11d · Fees: lobbying
total $30,000 · program services $30,000
-
11f · Fees: investment management
total $8,300 · program services $8,300
-
11g · Fees: other
total $610,454 · program services $610,454
-
13 · Office expenses
total $12,972 · program services $12,972
-
14 · Information technology
total $25,214 · program services $25,214
-
16 · Occupancy
total $46,039 · program services $46,039
-
17 · Travel
total $15,397 · program services $15,397
-
19 · Conferences, conventions and meetings
total $154,359 · program services $154,359
-
22 · Depreciation, depletion and amortization
total $3,059 · program services $3,059
-
24a · Other expenses: MISCELLANEOUS
total $16,442 · program services $16,442
-
24b · Other expenses: BOARD
total $1,796 · program services $1,796
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $0
-
2 · Savings and temporary cash investments
beginning of year $318,517 · end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $584,917 · end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $14,447 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$0
-
10b · Land, buildings and equipment: accumulated depreciation
$0
-
10c · Land, buildings and equipment, net
beginning of year $7,537 · end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
beginning of year $1,223,692 · end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $103,667 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $49,254 · end of year $0
-
19 · Deferred revenue
beginning of year $631,338 · end of year $0
-
25 · Other liabilities
beginning of year $105,595 · end of year $0
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $1,466,590 · end of year $0
Mission and programs · 2024
Mission
LEADINGAGE IOWA'S MISSION IS THE VOICE, SUPPORT, AND CONNECTOR FOR NON-PROFIT MEMBERS AND THE PEOPLE THEY SERVE.
Activities or mission (Part I)
THE VOICE, SUPPORT, AND CONNECTOR FOR NON-PROFIT MEMBERS AND THE PEOPLE THEY SERVE.
-
PROVIDE INFORMATION, RESOURCES, SUPPORT, ADVOCACY, AND NETWORKING OPPORTUNITIES FOR NON-PROFIT PROVIDERS OF AGING SERVICES IN THE STATE OF IOWA.
-
SPONSORED EDUCATIONAL PROGRAMS, SEMINARS, AND CONFERENCES DESIGNED TO ENHANCE SKILLS OF PERSONNEL OF MEMBER ORGANIZATIONS.
-
Expenses $1,014,787
As filed on the 2024 return.
Listed in Part VII
-
Julie KaminskiJULIE KAMINSKI
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Paula GeisePAULA GEISE
CHAIR ELECT
- Total calculated
- $0
- Hours/week
- 2
-
Adam BradenADAM BRADEN
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Kalleen EngelsKALLEEN ENGELS
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Kim Bergen-JacksonKIM BERGEN-JACKSON
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Amber JedlickaAMBER JEDLICKA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Calvin DiekmannCALVIN DIEKMANN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Erin DrahotaERIN DRAHOTA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Lisa GatesLISA GATES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Mark HudsonMARK HUDSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Melissa GannonMELISSA GANNON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Mindi BakerMINDI BAKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Pat StilwillPAT STILWILL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Samantha RothSAMANTHA ROTH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Stephanie ProperSTEPHANIE PROPER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Susan WestmarkSUSAN WESTMARK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Shannon StricklerSHANNON STRICKLER
PRESIDENT/CEO
- Total calculated
- $220,970
- From this org
- $0
- From related orgs
- $206,704
- Other
- $14,266
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $196,704 related
- Bonus
- $0 + $10,000 related
- Other
- $0
- Deferred
- $0 + $7,585 related
- Nontaxable benefits
- $0 + $6,681 related
- Filer's total
- $0 + $220,970 related
-
Kellie Van ReeKELLIE VAN REE
DIRECTOR OF CLINICAL SERVICES
- Total calculated
- $109,789
- From this org
- $0
- From related orgs
- $105,208
- Other
- $4,581
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$26,308
REIMBURSEMENT FOR TRAINING TUITION AND MATERIALS
Assets distributed on this return
Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.
-
$1,423,897
Liquidation · US BANK INVESTMENTS · Nov 1, 2024 · 501(C)(6)
-
$188,773
Liquidation · CASH · Nov 1, 2024 · 501(C)(6)
-
$5,564
Liquidation · TENANT IMPROVEMENTS (10/1/24-5/31/28 LEASE TERM) · Nov 1, 2024 · 501(C)(6)
-
$4,549
Liquidation · COMPUTERS/DOCKING EQUIPMENT · Nov 1, 2024 · 501(C)(6)
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 25 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503299349300740
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