Nonprofit · EIN 86-0449697
LEADINGAGE ARIZONA
Tax-exempt · PHOENIX, AZ 85014
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $524,532 | $888,440 | -$363,908 | $495,222 | $154,776 | $340,446 |
| December 31, 2023 | 990 | $511,031 | $823,893 | -$312,862 | $738,201 | $69,564 | $668,637 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $49,219
- Program service revenue
- $478,671
- Investment income
- -$3,358
- Net gain from sales of assets
- -$15,042
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $320,969
- Other salaries and wages
- $128,693
- Salaries, compensation and benefits (total)
- $504,678
- Professional fundraising fees
- $0
- Legal fees
- $71,993
- Accounting fees
- $11,160
- Occupancy
- $41,855
- Travel
- $1,744
- Depreciation
- $827
Balance sheet and other
- Total assets, start of year
- $738,201
- Total assets, end of year
- $495,222
- Total liabilities, end of year
- $154,776
- Net assets, end of year
- $340,446
- Land, buildings and equipment
- $1,241
- Publicly traded securities
- $432,803
- Net assets without donor restrictions
- $340,446
- Gross receipts
- $789,504
- Employees
- 4
- Volunteers
- 20
- Year formed
- 1985
- State of legal domicile
- AZ
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 |
|---|---|---|---|---|
| JAIME ROBERTS | CEO Officer | 60 | $187,500 | $3,900 |
| PAM KOESTER | FORMER CEO Former | – | $126,346 | $3,224 |
| TOM WINKELMAN | CHAIRMAN PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| JON SCOTT WILLIAMS | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| TOM DOROUGH | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JOHN THORHAUER | PRESIDENT-ELECT Trustee or director, Officer | 2 | $0 | $0 |
| JOE LA RUE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ROD BAILEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TAMI BOHANNON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BUDDY MESSER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| WYNNE ANGELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| COLE MARVING | EX-OFFICIO Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAMELA KOESTER | CEO Officer | 60 | $157,867 | $37,112 |
| DONNA TAYLOR | CHAIRMAN PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| JOHN THORHAUER | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JON SCOTT WILLIAMS | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| TOM WINKELMAN | PRESIDENT-ELECT Trustee or director, Officer | 2 | $0 | $0 |
| TOM DOROUGH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOE LA RUE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ROD BAILEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| WYNN ANGELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3877 N 7TH ST STE 280, PHOENIX, AZ 85014-5074
- Principal officer (990 for 2024)
- JAIME L ROBERTS, 3877 N 7TH ST STE 280, PHOENIX, AZ 85014
- Signed the 990
- JAIME L ROBERTS, CEO
- Phone
- (602) 230-0026
- Website
- ARIZONALEADINGAGE.ORG
- Return prepared by
- SECHLER MORGAN CPAS PLLC
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.
Program accomplishments
- 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.
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
- 86-0449697
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1986
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $495,222
- Income (IRS master file)
- $789,504
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $524,532 | $888,440 | $495,222 | XML |
| 990 | December 2023 | $511,031 | $823,893 | $738,201 | XML |
| 990 | December 2022 | $953,022 | $777,862 | $983,881 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 86-0449697).
Questions about LEADINGAGE ARIZONA
- What is the EIN of LEADINGAGE ARIZONA?
- The employer identification number (EIN) of LEADINGAGE ARIZONA is 86-0449697.
- Is LEADINGAGE ARIZONA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1986.
- Are donations to LEADINGAGE ARIZONA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does LEADINGAGE ARIZONA 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 ARIZONA 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 ARIZONA 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 ARIZONA?
- The 990 for the year ended December 31, 2024 names JAIME L ROBERTS.
- Who are the officers and directors of LEADINGAGE ARIZONA?
- The 990 for the year ended December 31, 2024 lists 12 people; 2 received compensation from the organization, the highest $187,500 (JAIME ROBERTS, CEO).
- How much revenue does LEADINGAGE ARIZONA have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $524,532, expenses of $888,440 and total assets of $495,222 at year end.
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