Totals
- Total revenue
- $28,644
- Total expenses
- $24,444
- Contributions and grants received
- $31,827
- Grants paid
- $20,000
- Program service revenue
- $0
- Investment income
- $3,797
- Other revenue
- -$6,980
- Total assets, end of year
- $388,583
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $388,583
- Program services expenses (Part IX)
- $20,000
- Management and general expenses
- $4,444
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $20,000
Program services were 81.8% 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.
-
1c · Fundraising events
$31,807
-
1f · All other contributions, gifts and grants
$20
-
3 · Investment income
total $986 · excluded $986
-
7a · Gross sales of assets other than inventory
securities $9,282
-
7b · Less cost or other basis and sales expenses
securities $6,471
-
7c · Gain or loss
securities $2,811
-
7d · Net gain or loss
total $2,811 · excluded -$2,811
-
8a · Fundraising events: gross income
$29,701
-
8a · Fundraising events: contributions included on line 1c
$31,807
-
8b · Fundraising events: direct expenses
$36,476
-
8c · Net income from fundraising events
total -$6,775 · excluded -$6,775
-
9a · Gaming: gross income
$1,185
-
9b · Gaming: direct expenses
$1,390
-
9c · Net income from gaming
total -$205 · excluded -$205
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $20,000 · program services $20,000
-
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 $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $3,000 · management and general $3,000
-
11d · Fees: lobbying
total $0
-
11f · Fees: investment management
total $786 · management and general $786
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $658 · management and general $658
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $339,705 · end of year $342,120
-
4 · Accounts receivable
beginning of year $600
-
11 · Investments: publicly traded securities
beginning of year $56,770 · end of year $46,463
-
27 · Net assets without donor restrictions
beginning of year $397,075 · end of year $388,583
Mission and programs · 2022
Mission
LEADINGAGE ARIZONA FOUNDATION SUPPORTS INITIATIVES DESIGNED TO TRANSFORM MODELS OF SERVICE DELIVERY TO SENIORS IN ARIZONA. THE FOUNDATION WAS CREATED TO SUPPORT THE EFFORTS OF THE LEADINGAGE ARIZONA ASSOCIATION, ITS MEMBERS, AND THE RESIDENTS THEY SERVE.
Activities or mission (Part I)
THE FOUNDATION SUPPORTS INITIATIVES DESIGNED TO TRANSFORM MODELS OF SERVICE DELIVERY TO SENIORS IN ARIZONA AND THE EFFORTS OF THE LEADINGAGE ARIZONA ASSOCIATION, ITS MEMBERS, AND THE RESIDENTS THEY SERVE.
-
RAISED AWARENESS OF THE HEALTHCARE AND HOUSING NEEDS OF THE AGING THROUGH BOTH EDUCATIONAL ACTIVITIES AND TOOLS.
Expenses $20,000 · Grants $20,000
As filed on the 2022 return.
Listed in Part VII
-
Cole MarvinCOLE MARVIN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Janet AdamsJANET ADAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kristie LarsenKRISTIE LARSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Brittney HyerBRITTNEY HYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Carter SmithermanCARTER SMITHERMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Mary MunozMARY MUNOZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Nina LouisNINA LOUIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Pam KoesterPAM KOESTER
CEO
- Total calculated
- $0
- Hours/week
- 10
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.
Grants on this return
-
$20,000
Conference sponsorship
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 19 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202312969349300101
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