Nonprofit · EIN 41-1502223
LEADINGAGE MINNESOTA
Tax-exempt · MINNEAPOLIS, MN 55413
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $6,539,617 | $5,465,712 | $1,073,905 | $18,454,174 | $4,058,005 | $14,396,169 |
| December 31, 2023 | 990 | $5,360,614 | $5,815,655 | -$455,041 | $16,341,198 | $3,878,063 | $12,463,135 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $793,744
- of which government grants
- $541,094
- Program service revenue
- $4,804,255
- Investment income
- $668,184
- Net gain from sales of assets
- $435,842
- Net income from sales of inventory
- $18,956
- Other revenue
- $273,434
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $659,300
- Other salaries and wages
- $1,921,107
- Salaries, compensation and benefits (total)
- $3,181,978
- Professional fundraising fees
- $0
- Legal fees
- $39,322
- Accounting fees
- $150,830
- Occupancy
- $134,637
- Travel
- $68,966
- Depreciation
- $31,794
Balance sheet and other
- Total assets, start of year
- $16,341,198
- Total assets, end of year
- $18,454,174
- Total liabilities, end of year
- $4,058,005
- Net assets, end of year
- $14,396,169
- Land, buildings and equipment
- $195,894
- Publicly traded securities
- $13,139,684
- Net assets without donor restrictions
- $14,396,169
- Gross receipts
- $9,291,280
- Employees
- 36
- Volunteers
- 334
- Year formed
- 1984
- State of legal domicile
- MN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KARI THURLOW | PRESIDENT & CEO Trustee or director, Officer | 40 | $297,502 | $80,057 |
| LORI MEYER | SENIOR VP & COO Key employee | 40 | $218,374 | $63,367 |
| ERIN HUPPERT | VP ADVOCACY Highest-paid employee | 40 | $164,248 | $60,514 |
| MARK SCHULZ | VP POLICY & REG AFFAIRS Highest-paid employee | 40 | $146,955 | $69,966 |
| JULIE APOLD | VP QUALITY & PERFORMANCE Highest-paid employee | 40 | $126,616 | $53,276 |
| JEFFREY BOSTIC | DIRECTOR- DATA & FINANCIAL POLICY Highest-paid employee | 40 | $133,093 | $39,755 |
| KARI EVERSON | VP CLINICAL SVCS & NURSE CONSULTANT Highest-paid employee | 40 | $137,965 | $32,278 |
| JERRY CARLEY | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| NATHAN JOHNSON | CHAIR-ELECT Trustee or director, Officer | 1 | $0 | $0 |
| MARK R ANDERSON | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| TRACI LARSON | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ANN THOLE | ELECTED DIRECTOR AT LARGE Trustee or director | 1 | $0 | $0 |
| ANNETTE GREELY | ELECTED DIRECTOR AT LARGE Trustee or director | 1 | $0 | $0 |
| APRIL COLLMAN | ELECTED DIRECTOR AT LARGE Trustee or director | 1 | $0 | $0 |
| CAMI PETERSON-DEVRIES | ELECTED DIRECTOR AT LARGE Trustee or director | 1 | $0 | $0 |
24 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DUSTIN LEE | ELECTED DIRECTOR AT LARGE Trustee or director | 1 | $0 |
| ROCHELLE LANGLOIS | ELECTED DIRECTOR AT LARGE Trustee or director | 1 | $0 |
| KIMBER WRAALSTAD | ELECTED DIRECTOR AT LARGE Trustee or director | 1 | $0 |
| MARK PEDERSON | ELECTED DIRECTOR AT LARGE Trustee or director | 1 | $0 |
| ANNA PETERSMEYER | APPOINTED DIRECTOR AT LARGE Trustee or director | 1 | $0 |
| BRENDA JOHNSON | APPOINTED DIRECTOR AT LARGE Trustee or director | 1 | $0 |
| CRAIG ABBOTT | APPOINTED DIRECTOR AT LARGE Trustee or director | 1 | $0 |
| ERIN SHVETZOFF HENNESSEY | APPOINTED DIRECTOR AT LARGE Trustee or director | 1 | $0 |
| GREG BAUMBERGER | APPOINTED DIRECTOR AT LARGE Trustee or director | 1 | $0 |
| JONATHON SONDERGAARD | APPOINTED DIRECTOR AT LARGE Trustee or director | 1 | $0 |
| JOSH BERG | APPOINTED DIRECTOR AT LARGE Trustee or director | 1 | $0 |
| MATTHEW KERN | APPOINTED DIRECTOR AT LARGE Trustee or director | 1 | $0 |
| MICHELLE HAEFNER | APPOINTED DIRECTOR AT LARGE Trustee or director | 1 | $0 |
| ANNELIESE PETERSON | DIRECTOR G DIRECTOR Trustee or director | 1 | $0 |
| JASON ANDERSON | DIRECTOR E DIRECTOR Trustee or director | 1 | $0 |
| KATIE PERRY | DIRECTOR C DIRECTOR Trustee or director | 1 | $0 |
| RUBY MCCOY | DIRECTOR A DIRECTOR Trustee or director | 1 | $0 |
| SARAH WORK | DIRECTOR D DIRECTOR Trustee or director | 1 | $0 |
| SHANE WORK | DIRECTOR B DIRECTOR Trustee or director | 1 | $0 |
| TON NIELSON | DIRECTOR F DIRECTOR Trustee or director | 1 | $0 |
| JON RIEWER | PUBLIC POLICY LIASON Trustee or director | 1 | $0 |
| LINDSEY SAND | EX-OFFICIO-LAMN FOUNDATION CHAIR Trustee or director | 1 | $0 |
| MARK A ANDERSON | ELECTED DIRECTOR AT LARGE Trustee or director | 1 | $0 |
| MARK BERTILRUD | ELECTED DIRECTOR AT LARGE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 34 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KARI THURLOW | PRESIDENT & CEO Trustee or director, Officer | 40 | $261,024 | $68,817 |
| LORI MEYER | SENIOR VP & COO Key employee | 40 | $196,303 | $47,590 |
| ERIN HUPPERT | VP ADVOCACY Highest-paid employee | 40 | $155,465 | $43,628 |
| MARK SCHULZ | VP POLICY & REG AFFAIRS Highest-paid employee | 40 | $134,579 | $46,787 |
| JULIE APOLD | VP QUALITY & PERFORMANCE Highest-paid employee | 40 | $121,435 | $38,046 |
| ROBERTA GUIDRY | VP ASSISTED LIVING & HOU Highest-paid employee | 40 | $123,981 | $33,250 |
| KARI EVERSON | VP CLINICAL SVCS & NURSE CONSULTANT Highest-paid employee | 40 | $134,935 | $17,207 |
| JERRY CARLEY | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| NATHAN JOHNSON | CHAIR-ELECT Trustee or director, Officer | 1 | $0 | $0 |
| MARK A ANDERSON | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| TRACI LARSON | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| RUBY MCCOY | DISTRICT DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHANE ROCHE | DISTRICT DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATIE PERRY | DISTRICT DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARAH WORK | DISTRICT DIRECTOR Trustee or director | 1 | $0 | $0 |
| JASON ANDERSON | DISTRICT DIRECTOR Trustee or director | 1 | $0 | $0 |
| TOM NIELSEN | DISTRICT DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANNELIESE PETERSON | DISTRICT DIRECTOR Trustee or director | 1 | $0 | $0 |
| APRIL COLLMAN | ELECTED DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANNETTE GREELY | ELECTED DIRECTOR Trustee or director | 1 | $0 | $0 |
| DUSTIN LEE | ELECTED DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK PEDERSON | ELECTED DIRECTOR Trustee or director | 1 | $0 | $0 |
| CAMI PETERSON-DEVRIES | ELECTED DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANN THOLE | ELECTED DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIMBER WRAALSTAD | ELECTED DIRECTOR Trustee or director | 1 | $0 | $0 |
| CRAIG ABBOTT | APPOINTED DIRECTOR-AT-LARGE Trustee or director | 1 | $0 | $0 |
| GREG BAUMBERGER | APPOINTED DIRECTOR-AT-LARGE Trustee or director | 1 | $0 | $0 |
| JOSH BERG | APPOINTED DIRECTOR-AT-LARGE Trustee or director | 1 | $0 | $0 |
| MICHELLE HAEFNER | APPOINTED DIRECTOR-AT-LARGE Trustee or director | 1 | $0 | $0 |
| BRENDA JOHNSON | APPOINTED DIRECTOR-AT-LARGE Trustee or director | 1 | $0 | $0 |
| MATHEW KERN | APPOINTED DIRECTOR-AT-LARGE Trustee or director | 1 | $0 | $0 |
| ANNA PETERSMEYER | APPOINTED DIRECTOR-AT-LARGE Trustee or director | 1 | $0 | $0 |
| ERIN SHVETZOFF HENNESSEY | APPOINTED DIRECTOR-AT-LARGE Trustee or director | 1 | $0 | $0 |
| JOHN SONDERGAARD | APPOINTED DIRECTOR-AT-LARGE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3001 BROADWAY ST NE STE 300, MINNEAPOLIS, MN 55413-2657
- Principal officer (990 for 2024)
- KARI THURLOW, 3001 BROADWAY STREET NE 300, MINNEAPOLIS, MN 55413
- Signed the 990
- KARI THURLOW, PRESIDENT & CEO
- Phone
- (651) 645-4545
- Website
- WWW.LEADINGAGEMN.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
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.
Program accomplishments
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 41-1502223
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Exempt since
- 1985
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $18,454,174
- Income (IRS master file)
- $9,291,280
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $6,539,617 | $5,465,712 | $18,454,174 | IRS |
| 990 | December 2023 | $5,360,614 | $5,815,655 | $16,341,198 | XML |
| 990 | December 2022 | $5,372,647 | $4,449,122 | $14,201,238 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-1502223).
Questions about LEADINGAGE MINNESOTA
- What is the EIN of LEADINGAGE MINNESOTA?
- The employer identification number (EIN) of LEADINGAGE MINNESOTA is 41-1502223.
- Is LEADINGAGE MINNESOTA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1985.
- Which annual return does LEADINGAGE MINNESOTA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LEADINGAGE MINNESOTA due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEADINGAGE MINNESOTA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of LEADINGAGE MINNESOTA?
- The 990 for the year ended December 31, 2024 names KARI THURLOW.
- Who are the officers and directors of LEADINGAGE MINNESOTA?
- The 990 for the year ended December 31, 2024 lists 39 people; 7 received compensation from the organization, the highest $297,502 (KARI THURLOW, PRESIDENT & CEO).
- How much revenue does LEADINGAGE MINNESOTA have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $6,539,617, expenses of $5,465,712 and total assets of $18,454,174 at year end.
Other nonprofits in MINNEAPOLIS
- THRIVENT FINANCIAL FOR LUTHERANS EIN 39-0123480 · last filed 990 for 2024
- UCARE MINNESOTA EIN 36-3573805 · last filed 990 for 2025
- ALLINA HEALTH SYSTEM EIN 36-3261413 · last filed 990 for 2024
- FAIRVIEW HEALTH SERVICES EIN 41-0991680 · last filed 990 for 2024
- HENNEPIN HEALTHCARE SYSTEM INC EIN 42-1707837 · last filed 990 for 2024
- STRATACOR EIN 41-1852523 · last filed 990 for 2024
- CHILDRENS HEALTH CARE EIN 41-1754276 · last filed 990 for 2024
- UNIVERSITY OF MINNESOTA PHYSICIANS EIN 41-1843943 · last filed 990 for 2025