Totals
- Total revenue
- $5,360,614
- Total expenses
- $5,815,655
- Contributions and grants received
- $453,249
- Grants paid
- $0
- Program service revenue
- $4,494,197
- Investment income
- $382,087
- Other revenue
- $31,081
- Total assets, end of year
- $16,341,198
- Total liabilities, end of year
- $3,878,063
- Net assets or fund balances, end of year
- $12,463,135
- 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.
-
1e · Government grants (contributions)
$191,749
-
1f · All other contributions, gifts and grants
$261,500
-
2a · Program service revenue: MEMBERSHIP DUES
total $2,868,277 · related or exempt $2,868,277
-
2b · Program service revenue: INSTITUTE PROGRAMS
total $814,250 · related or exempt $814,250
-
2c · Program service revenue: SEMINAR REG. FEES
total $427,382 · related or exempt $427,382
-
2d · Program service revenue: OTHER PROGRAM REVENUE
total $384,288 · related or exempt $384,288
-
3 · Investment income
total $218,689 · excluded $218,689
-
7a · Gross sales of assets other than inventory
securities $1,559,870
-
7b · Less cost or other basis and sales expenses
securities $1,396,472
-
7c · Gain or loss
securities $163,398
-
7d · Net gain or loss
total $163,398 · excluded $163,398
-
10a · Gross sales of inventory
$31,196
-
10b · Cost of goods sold
$6,244
-
10c · Net income from sales of inventory
total $24,952 · excluded $24,952
-
11a · Other revenue: MISC. REVENUE
total $6,129 · excluded $6,129
-
11e · Other revenue, total
$6,129
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $573,733
-
7 · Other salaries and wages
total $2,137,858
-
9 · Other employee benefits
total $415,688
-
10 · Payroll taxes
total $160,828
-
11b · Fees: legal
total $35,815
-
11c · Fees: accounting
total $99,854
-
11f · Fees: investment management
total $71,010
-
11g · Fees: other
total $566,334
-
12 · Advertising and promotion
total $7,276
-
13 · Office expenses
total $42,340
-
14 · Information technology
total $142,589
-
16 · Occupancy
total $130,284
-
17 · Travel
total $48,410
-
19 · Conferences, conventions and meetings
total $382,443
-
20 · Interest
total $54
-
22 · Depreciation, depletion and amortization
total $42,004
-
23 · Insurance
total $18,377
-
24a · Other expenses: BAD DEBT
total $246,780
-
24b · Other expenses: INSTITUTE PROGRAMS
total $187,464
-
24c · Other expenses: DISSOLUTION EXPENSES
total $124,635
-
24d · Other expenses: LONG TERM CARE IMPERATI
total $100,820
-
24e · All other expenses
total $281,059
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,119,179 · end of year $1,591,841
-
2 · Savings and temporary cash investments
beginning of year $731,019 · end of year $318,582
-
4 · Accounts receivable
beginning of year $533,269 · end of year $596,117
-
9 · Prepaid expenses and deferred charges
beginning of year $107,534 · end of year $176,705
-
10a · Land, buildings and equipment: cost or other basis
$236,808
-
10b · Land, buildings and equipment: accumulated depreciation
$66,064
-
10c · Land, buildings and equipment, net
beginning of year $5,530 · end of year $170,744
-
11 · Investments: publicly traded securities
beginning of year $9,674,918 · end of year $11,654,234
-
15 · Other assets
beginning of year $1,029,789 · end of year $1,832,975
-
17 · Accounts payable and accrued expenses
beginning of year $348,365 · end of year $450,066
-
19 · Deferred revenue
beginning of year $1,589,547 · end of year $1,537,880
-
25 · Other liabilities
beginning of year $640,831 · end of year $1,890,117
-
27 · Net assets without donor restrictions
beginning of year $11,622,495 · end of year $12,463,135
Mission and programs · 2023
Mission
LEADINGAGE MINNESOTA IS DRIVEN TO TRANSFORM AND ENHANCE THE EXPERIENCE OF AGING. WE BUILD MEMBER CAPACITY BY PROVIDING BUSINESS INTELLIGENCE TOOLS, ADVOCACY, EDUCATION AND NETWORKING; LEAD TRANSFORMATION AND INNOVATION OF CARE DELIVERY; AND INSTILL PUBLIC TRUST AND CONFIDENCE.
Activities or mission (Part I)
LEADINGAGE MINNESOTA IS DRIVEN TO TRANSFORM AND ENHANCE THE EXPERIENCE OF AGING.
-
EDUCATION: LEADINGAGE MINNESOTA PROVIDED ITS MEMBERS WITH HUNDREDS OF EDUCATION PROGRAMS REQUIRED TO MAINTAIN PROFESSIONAL CREDENTIALS FOR LICENSED NURSING HOME ADMINISTRATORS, LICENSED ASSISTED LIVING DIRECTORS, REGISTERED NURSES, LICENSED PRACTICAL NURSES, SOCIAL WORKERS, AND MORE. THE TYPES OF PROGRAMS DELIVERED WERE CONFERENCES, REGIONAL MEETINGS, CERTIFICATE PROGRAMS, LEADERSHIP TRAINING, WEBINARS, WORKSHOPS, AND ON-DEMAND LEARNING. THE TOPICS COVERED INCLUDED WORKFORCE, DEMENTIA CARE, SUPERVISION, LEADERSHIP, MANAGEMENT, REIMBURSEMENT, REGULATORY COMPLIANCE, AND QUALITY, AMONG OTHERS.
-
ADVOCACY: THE ORGANIZATION PROVIDED INFORMATION TO ELECTED AND APPOINTED OFFICIALS ON A RANGE OF ISSUES IMPACTING OLDER ADULT SERVICES. THIS INCLUDES REGULAR MEETINGS WITH AGENCY STAFF AND REGULATORS. THE ORGANIZATION ALSO PROVIDED TESTIMONY DURING THE STATE LEGISLATIVE SESSION, MONITORED LEGISLATIVE HEARINGS, ADVOCATED FOR CHANGES IN LAWS AND RULES RELATED TO AGING SERVICES, AND TRACKED LEGISLATION OF INTEREST TO MEMBERS.
-
INFORMATION AND TECHNICAL ASSISTANCE: LEADINGAGE MINNESOTA PUBLISHED A WEEKLY NEWSLETTER AND A WEEKLY UPDATE, REACHING MORE THAN 15,000 PEOPLE VIA EMAIL EACH WEEK. ADDITIONALLY, THE ORGANIZATION HOSTED INTERACTIVE FORUMS CALLED "COACHING ROOMS AND "HUDDLES" EACH MONTH TO PROVIDE INFORMATION AND ASSISTANCE TO MEMBERS. STAFF ALSO PROVIDED HUNDREDS OF HOURS OF ONE-ON-ONE ASSISTANCE TO AN ESTIMATED 600 MEMBER ORGANIZATIONS REGARDING REGULATORY COMPLIANCE, PAYMENT, QUALITY, WORKFORCE, SURVEYS, GOVERNANCE, MEDIA RELATIONS, AND MORE. LEADINGAGE MINNESOTA ALSO DEVELOPED AND UPDATED MANUALS, OTHER TECHNICAL RESOURCES, AND EXPANDED OUR WEBSITE RESOURCE LIBRARY TO SUPPORT MEMBERS IN THEIR MISSIONS OF SERVICE TO SENIORS IN MINNESOTA.
-
NETWORKING: THE ORGANIZATION GATHERED MEMBERS TOGETHER THROUGH PROFESSIONAL NETWORKS, DISTRICT MEETINGS, AND OTHER NETWORKING EVENTS TO BUILD RELATIONSHIPS AND SHARE PEER-TO-PEER LEARNING.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Kari ThurlowKARI THURLOW
PRESIDENT & CEO
- Total calculated
- $329,841
- From this org
- $261,024
- From related orgs
- $0
- Other
- $68,817
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $241,024
- Bonus
- $20,000
- Other
- $0
- Deferred
- $36,879
- Nontaxable benefits
- $31,938
- Filer's total
- $329,841
-
Jerry CarleyJERRY CARLEY
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Nathan JohnsonNATHAN JOHNSON
CHAIR-ELECT
- Total calculated
- $0
- Hours/week
- 1
-
Mark A AndersonMARK A ANDERSON
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Traci LarsonTRACI LARSON
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Ruby McCoyRUBY MCCOY
DISTRICT DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Shane RocheSHANE ROCHE
DISTRICT DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Katie PerryKATIE PERRY
DISTRICT DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sarah WorkSARAH WORK
DISTRICT DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jason AndersonJASON ANDERSON
DISTRICT DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tom NielsenTOM NIELSEN
DISTRICT DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Anneliese PetersonANNELIESE PETERSON
DISTRICT DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
April CollmanAPRIL COLLMAN
ELECTED DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Annette GreelyANNETTE GREELY
ELECTED DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dustin LeeDUSTIN LEE
ELECTED DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mark PedersonMARK PEDERSON
ELECTED DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cami Peterson-DevriesCAMI PETERSON-DEVRIES
ELECTED DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ann TholeANN THOLE
ELECTED DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kimber WraalstadKIMBER WRAALSTAD
ELECTED DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Craig AbbottCRAIG ABBOTT
APPOINTED DIRECTOR-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Greg BaumbergerGREG BAUMBERGER
APPOINTED DIRECTOR-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Josh BergJOSH BERG
APPOINTED DIRECTOR-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Michelle HaefnerMICHELLE HAEFNER
APPOINTED DIRECTOR-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Brenda JohnsonBRENDA JOHNSON
APPOINTED DIRECTOR-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Mathew KernMATHEW KERN
APPOINTED DIRECTOR-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Anna PetersmeyerANNA PETERSMEYER
APPOINTED DIRECTOR-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Erin Shvetzoff HennesseyERIN SHVETZOFF HENNESSEY
APPOINTED DIRECTOR-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
John SondergaardJOHN SONDERGAARD
APPOINTED DIRECTOR-AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Lori MeyerLORI MEYER
SENIOR VP & COO
- Total calculated
- $243,893
- From this org
- $196,303
- From related orgs
- $0
- Other
- $47,590
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $188,303
- Bonus
- $8,000
- Other
- $0
- Deferred
- $24,719
- Nontaxable benefits
- $22,871
- Filer's total
- $243,893
-
Erin HuppertERIN HUPPERT
VP ADVOCACY
- Total calculated
- $199,093
- From this org
- $155,465
- From related orgs
- $0
- Other
- $43,628
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $147,465
- Bonus
- $8,000
- Other
- $0
- Deferred
- $19,561
- Nontaxable benefits
- $24,067
- Filer's total
- $199,093
-
Mark SchulzMARK SCHULZ
VP POLICY & REG AFFAIRS
- Total calculated
- $181,366
- From this org
- $134,579
- From related orgs
- $0
- Other
- $46,787
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $130,579
- Bonus
- $4,000
- Other
- $0
- Deferred
- $13,725
- Nontaxable benefits
- $33,062
- Filer's total
- $181,366
-
Kari EversonKARI EVERSON
VP CLINICAL SVCS & NURSE CONSULTANT
- Total calculated
- $152,142
- From this org
- $134,935
- From related orgs
- $0
- Other
- $17,207
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $128,935
- Bonus
- $6,000
- Other
- $0
- Deferred
- $16,181
- Nontaxable benefits
- $1,026
- Filer's total
- $152,142
-
Julie ApoldJULIE APOLD
VP QUALITY & PERFORMANCE
- Total calculated
- $159,481
- From this org
- $121,435
- From related orgs
- $0
- Other
- $38,046
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $117,435
- Bonus
- $4,000
- Other
- $0
- Deferred
- $15,318
- Nontaxable benefits
- $22,728
- Filer's total
- $159,481
-
Roberta GuidryROBERTA GUIDRY
VP ASSISTED LIVING & HOU
- Total calculated
- $157,231
- From this org
- $123,981
- From related orgs
- $0
- Other
- $33,250
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $119,981
- Bonus
- $4,000
- Other
- $0
- Deferred
- $15,141
- Nontaxable benefits
- $18,109
- Filer's total
- $157,231
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 · 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.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
LEADINGAGE MINNESOTA FOUNDATION
501(C)(3) · TO SUPPORT LEADINGAGE MINNESOTA · MN · controlled entity
Directly controlled by LEADINGAGE MINNESOTA
-
LEADINGAGE MINNESOTA POLITICAL ACTION COMMITTEE
527 · POLITICAL ACTION COMMITTEE · MN
Directly controlled by LEADINGAGE MINNESOTA
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
LEADINGAGE MINNESOTA SOLUTIONS
C · GROUP PURCHASING MANAGEMENT · MN · 100% owned · share of income $1,761,868 · share of assets $1,872,010 · controlled entity
Directly controlled by LEADINGAGE MINNESOTA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 4 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413129349302221
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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