Form 990 for tax year 2022
Filed by LEADINGAGE IOWA FKA IOWA ASSOCIATION OF HOMES & SERVICES FOR THE AGING.
Totals
- Total revenue
- $1,156,975
- Total expenses
- $1,130,087
- Contributions and grants received
- $460,517
- Grants paid
- $0
- Program service revenue
- $538,334
- Investment income
- $30,798
- Other revenue
- $127,326
- Total assets, end of year
- $2,248,165
- Total liabilities, end of year
- $880,159
- Net assets or fund balances, end of year
- $1,368,006
- Program services expenses (Part IX)
- $1,130,087
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,130,087
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
$460,517
-
2a · Program service revenue: CONFERENCES
total $471,906 · related or exempt $471,906
-
2b · Program service revenue: SPONSORSHIPS
total $55,450 · related or exempt $55,450
-
2c · Program service revenue: NURSE CONSULTING
total $10,050 · related or exempt $10,050
-
2d · Program service revenue: OTHER REVENUE
total $928 · related or exempt $928
-
3 · Investment income
total $25,092 · excluded $25,092
-
7a · Gross sales of assets other than inventory
securities $83,868
-
7b · Less cost or other basis and sales expenses
securities $78,131 · other assets $31
-
7c · Gain or loss
securities $5,737 · other assets -$31
-
7d · Net gain or loss
total $5,706 · related or exempt $5,706
-
11a · Other revenue: ROYALTIES
total $125,226 · related or exempt $125,226
-
11b · Other revenue: WAGE AND BENEFIT SURVE
total $2,100 · related or exempt $2,100
-
11e · Other revenue, total
$127,326
Functional expenses
Part IX, the statement of functional expenses.
-
11b · Fees: legal
total $14,000 · program services $14,000
-
11c · Fees: accounting
total $38,531 · program services $38,531
-
11f · Fees: investment management
total $3,983 · program services $3,983
-
11g · Fees: other
total $695,965 · program services $695,965
-
13 · Office expenses
total $11,301 · program services $11,301
-
14 · Information technology
total $18,711 · program services $18,711
-
16 · Occupancy
total $60,452 · program services $60,452
-
17 · Travel
total $10,434 · program services $10,434
-
19 · Conferences, conventions and meetings
total $217,452 · program services $217,452
-
22 · Depreciation, depletion and amortization
total $6,577 · program services $6,577
-
24a · Other expenses: PUBLIC RELATIONS
total $41,958 · program services $41,958
-
24b · Other expenses: MISCELLANEOUS
total $7,663 · program services $7,663
-
24c · Other expenses: BOARD
total $3,060 · program services $3,060
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $386,526 · end of year $345,215
-
4 · Accounts receivable
beginning of year $584,093 · end of year $660,829
-
9 · Prepaid expenses and deferred charges
beginning of year $40,968 · end of year $23,198
-
10a · Land, buildings and equipment: cost or other basis
$30,151
-
10b · Land, buildings and equipment: accumulated depreciation
$25,107
-
10c · Land, buildings and equipment, net
beginning of year $11,652 · end of year $5,044
-
12 · Investments: other securities
beginning of year $1,239,007 · end of year $1,083,858
-
15 · Other assets
beginning of year $0 · end of year $130,021
-
17 · Accounts payable and accrued expenses
beginning of year $40,317 · end of year $57,880
-
19 · Deferred revenue
beginning of year $699,099 · end of year $690,937
-
25 · Other liabilities
beginning of year $0 · end of year $131,342
-
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 $1,522,830 · end of year $1,368,006
Mission and programs · 2022
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 $1,130,087
As filed on the 2022 return.
Listed in Part VII
-
Erin DrahotaERIN DRAHOTA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Rob KretzingerROB KRETZINGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kalleen EngelsKALLEEN ENGELS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Amber JedlickaAMBER JEDLICKA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kathy HoranKATHY HORAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Mindi BakerMINDI BAKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Gretchen BrownGRETCHEN BROWN
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Brian PhillipsBRIAN PHILLIPS
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Julie KaminskiJULIE KAMINSKI
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Kim Bergen-JacksonKIM BERGEN-JACKSON
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Melissa GannonMELISSA GANNON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Angela AdamANGELA ADAM
CHAIR-ELECT
- Total calculated
- $0
- Hours/week
- 2
-
Adam BradenADAM BRADEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Paula GeisePAULA GEISE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Laura BrandtLAURA BRANDT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Emily JonesEMILY JONES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Shannon StricklerSHANNON STRICKLER
PRESIDENT/CEO
- Total calculated
- $243,555
- From this org
- $0
- From related orgs
- $228,795
- Other
- $14,760
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $228,795 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $9,174 related
- Nontaxable benefits
- $0 + $5,586 related
- Filer's total
- $0 + $243,555 related
-
Kellie Van ReeKELLIE VAN REE
DIRECTOR OF CLINICAL SERVICES
- Total calculated
- $117,906
- From this org
- $0
- From related orgs
- $109,516
- Other
- $8,390
- 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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 May 2023
- IRS schema version
- 2022v5.0
- Source object
- 202301449349300540
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