Totals
- Total revenue
- $524,532
- Total expenses
- $888,440
- Contributions and grants received
- $49,219
- Grants paid
- $0
- Program service revenue
- $478,671
- Investment income
- -$3,358
- Other revenue
- $0
- Total assets, end of year
- $495,222
- Total liabilities, end of year
- $154,776
- Net assets or fund balances, end of year
- $340,446
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
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.
-
1f · All other contributions, gifts and grants
$49,219
-
2a · Program service revenue: CONFERENCES TRADE SHOWS
total $184,449 · related or exempt $184,449
-
2b · Program service revenue: MEMBERSHIP DUES
total $196,281 · related or exempt $196,281
-
2c · Program service revenue: MEMBER SERVICES EVENTS
total $80,901 · related or exempt $80,901
-
2d · Program service revenue: ADMINISTRATIVE FEES
total $17,040 · related or exempt $17,040
-
3 · Investment income
total $11,684 · excluded $11,684
-
7a · Gross sales of assets other than inventory
securities $249,930
-
7b · Less cost or other basis and sales expenses
securities $264,972
-
7c · Gain or loss
securities -$15,042
-
7d · Net gain or loss
total -$15,042 · excluded -$15,042
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $320,969
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $128,693
-
8 · Pension plan contributions
total $4,228
-
9 · Other employee benefits
total $17,539
-
10 · Payroll taxes
total $33,249
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $71,993
-
11c · Fees: accounting
total $11,160
-
11d · Fees: lobbying
total $7,981
-
11f · Fees: investment management
total $3,860
-
11g · Fees: other
total $27,585
-
12 · Advertising and promotion
total $54
-
13 · Office expenses
total $20,920
-
14 · Information technology
total $16,376
-
15 · Royalties
total $0
-
16 · Occupancy
total $41,855
-
17 · Travel
total $1,744
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $164,925
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $827
-
23 · Insurance
total $3,585
-
24a · Other expenses: BOARD OF DIRECTOR EXPENSES
total $10,897
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $199,089 · end of year $24,469
-
4 · Accounts receivable
beginning of year $3,170 · end of year $6,885
-
9 · Prepaid expenses and deferred charges
beginning of year $10,863 · end of year $26,118
-
10a · Land, buildings and equipment: cost or other basis
$4,137
-
10b · Land, buildings and equipment: accumulated depreciation
$2,896
-
10c · Land, buildings and equipment, net
beginning of year $2,069 · end of year $1,241
-
11 · Investments: publicly traded securities
beginning of year $519,304 · end of year $432,803
-
15 · Other assets
beginning of year $3,706 · end of year $3,706
-
17 · Accounts payable and accrued expenses
beginning of year $10,388 · end of year $14,922
-
19 · Deferred revenue
beginning of year $22,607 · end of year $57,575
-
24 · Unsecured notes and loans payable
beginning of year $36,569 · end of year $39,448
-
25 · Other liabilities
end of year $42,831
-
27 · Net assets without donor restrictions
beginning of year $668,637 · end of year $340,446
Mission and programs · 2024
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.
Activities or mission (Part I)
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.
-
ADVOCACY ADVOCATED ON-BEHALF OF PROVIDER MEMBERS BY PROMOTING PRACTICAL AND SENSIBLE LEGISLATION DURING A CHALLENGING LEGISLATIVE SESSION. HOSTED OUR ADVOCACY DAY, WHICH FEATURED PROVIDER MEMBER MEETINGS WITH STATE LEGISLATORS, A LUNCHEON WITH LEGISLATORS, AND PARTICIPATION IN THE SENATE HEALTH HUMAN SERVICES COMMITTEE MEETING. ASSISTED AND CONSULTED WITH FEDERAL AND LOCAL AGENCIES TO ENSURE MEMBERS RECEIVED FUNDING, SUPPORT, AND GUIDANCE POST-PANDEMIC. REPRESENTED MEMBERS BEFORE ADHS, AHCCCS, NCIA, AND THE AZ AGS OFFICE ACTIVELY PARTICIPATED IN THE STATE AGENCIES RULE-MAKING PROCESSES. MET WITH FEDERAL AND STATE LEGISLATORS TO DISCUSS CRITICAL ISSUES AFFECTING OUR MEMBERS. CONTINUED PARTICIPATION IN STATEWIDE WORKFORCE DEVELOPMENT INITIATIVES. FACILITATED REGULAR POLICY CALLS WITH ARIZONA LEADINGAGE PROVIDER MEMBERS DURING LEGISLATIVE SESSION.
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jaime RobertsJAIME ROBERTS
CEO
- Total calculated
- $191,400
- From this org
- $187,500
- From related orgs
- $0
- Other
- $3,900
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $187,500
- Bonus
- not reported
- Other
- not reported
- Deferred
- $3,900
- Nontaxable benefits
- not reported
- Filer's total
- $191,400
-
Pam KoesterPAM KOESTER
FORMER CEO
- Total calculated
- $129,570
- From this org
- $126,346
- From related orgs
- $0
- Other
- $3,224
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- $126,346
- Deferred
- $3,031
- Nontaxable benefits
- $193
- Filer's total
- $129,570
-
Tom WinkelmanTOM WINKELMAN
CHAIRMAN PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Jon Scott WilliamsJON SCOTT WILLIAMS
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Tom DoroughTOM DOROUGH
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
John ThorhauerJOHN THORHAUER
PRESIDENT-ELECT
- Total calculated
- $0
- Hours/week
- 2
-
Joe La RueJOE LA RUE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Rod BaileyROD BAILEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Tami BohannonTAMI BOHANNON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Buddy MesserBUDDY MESSER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Wynne AngellWYNNE ANGELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Cole MarvingCOLE MARVING
EX-OFFICIO
- Total calculated
- $0
- Hours/week
- 2
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
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202522889349301972
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