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← LEADINGAGE IOWA FKA IOWA ASSOCIATION OF HOMES & SERVICES FOR THE AGING

Form 990 for tax year 2023

Filed by LEADINGAGE IOWA FKA IOWA ASSOCIATION OF HOMES & SERVICES FOR THE AGING.

Totals

Total revenue
$1,137,987
Total expenses
$1,136,520
Contributions and grants received
$460,242
Grants paid
$24,380
Program service revenue
$529,127
Investment income
$51,829
Other revenue
$96,789
Total assets, end of year
$2,252,777
Total liabilities, end of year
$786,187
Net assets or fund balances, end of year
$1,466,590
Program services expenses (Part IX)
$1,136,520
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$1,136,520

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

    $392,412

  • 1e · Government grants (contributions)

    $67,830

  • 2a · Program service revenue: CONFERENCES

    total $459,650 · related or exempt $459,650

  • 2b · Program service revenue: SPONSORSHIPS

    total $55,100 · related or exempt $55,100

  • 2c · Program service revenue: NURSE CONSULTING

    total $12,677 · related or exempt $12,677

  • 2d · Program service revenue: OTHER REVENUE

    total $1,700 · related or exempt $1,700

  • 3 · Investment income

    total $33,727 · excluded $33,727

  • 7a · Gross sales of assets other than inventory

    securities $139,381

  • 7b · Less cost or other basis and sales expenses

    securities $121,279

  • 7c · Gain or loss

    securities $18,102

  • 7d · Net gain or loss

    total $18,102 · related or exempt $18,102

  • 11a · Other revenue: ROYALTIES

    total $94,689 · related or exempt $94,689

  • 11b · Other revenue: WAGE AND BENEFIT SURVE

    total $2,100 · related or exempt $2,100

  • 11e · Other revenue, total

    $96,789

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $24,380 · program services $24,380

  • 11b · Fees: legal

    total $11,000 · program services $11,000

  • 11c · Fees: accounting

    total $41,861 · program services $41,861

  • 11d · Fees: lobbying

    total $36,000 · program services $36,000

  • 11f · Fees: investment management

    total $8,517 · program services $8,517

  • 11g · Fees: other

    total $659,320 · program services $659,320

  • 13 · Office expenses

    total $11,893 · program services $11,893

  • 14 · Information technology

    total $21,288 · program services $21,288

  • 16 · Occupancy

    total $64,260 · program services $64,260

  • 17 · Travel

    total $15,309 · program services $15,309

  • 19 · Conferences, conventions and meetings

    total $189,516 · program services $189,516

  • 22 · Depreciation, depletion and amortization

    total $4,822 · program services $4,822

  • 24a · Other expenses: PUBLIC RELATIONS

    total $40,000 · program services $40,000

  • 24b · Other expenses: MISCELLANEOUS

    total $7,409 · program services $7,409

  • 24c · Other expenses: BOARD

    total $945 · program services $945

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $345,215 · end of year $318,517

  • 4 · Accounts receivable

    beginning of year $660,829 · end of year $584,917

  • 9 · Prepaid expenses and deferred charges

    beginning of year $23,198 · end of year $14,447

  • 10a · Land, buildings and equipment: cost or other basis

    $30,298

  • 10b · Land, buildings and equipment: accumulated depreciation

    $22,761

  • 10c · Land, buildings and equipment, net

    beginning of year $5,044 · end of year $7,537

  • 12 · Investments: other securities

    beginning of year $1,083,858 · end of year $1,223,692

  • 15 · Other assets

    beginning of year $130,021 · end of year $103,667

  • 17 · Accounts payable and accrued expenses

    beginning of year $57,880 · end of year $49,254

  • 19 · Deferred revenue

    beginning of year $690,937 · end of year $631,338

  • 25 · Other liabilities

    beginning of year $131,342 · end of year $105,595

  • 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 $1,368,006 · end of year $1,466,590

Mission and programs · 2023

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 $1,136,520

As filed on the 2023 return.

Listed in Part VII

  • Erin Drahota

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Kalleen Engels

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Amber Jedlicka

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Mindi Baker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Gretchen Brown

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Julie Kaminski

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Kim Bergen-Jackson

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Melissa Gannon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Angela Adam

    CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    2

  • Adam Braden

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Paula Geise

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Laura Brandt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Calvin Diekmann

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Lisa Gates

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Mark Hudson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Samantha Roth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Shannon Strickler

    PRESIDENT/CEO

    Total calculated
    $234,050
    From this org
    $0
    From related orgs
    $218,227
    Other
    $15,823
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $218,227 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $8,814 related
    Nontaxable benefits
    $0 + $7,009 related
    Filer's total
    $0 + $234,050 related

  • Kellie Van Ree

    DIRECTOR OF CLINICAL SERVICES

    Total calculated
    $126,106
    From this org
    $0
    From related orgs
    $115,553
    Other
    $10,553
    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

Provenance

Return type
form_990
Tax year
2023
Filed
6 May 2024
IRS schema version
2023v5.0
Source object
202411359349302526

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