Nonprofit · EIN 86-0737966
LEADINGAGE ARIZONA FOUNDATION
Tax-exempt · PHOENIX, AZ 85014
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $29,775 | $54,314 | -$24,539 | $376,364 | $1,170 | $375,194 |
| December 31, 2023 | 990 | $31,715 | $27,106 | $4,609 | $404,771 | $4,420 | $400,351 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $32,380
- Investment income
- $3,945
- Net gain from sales of assets
- -$417
- Net income from fundraising events
- -$6,133
Expenses
- Grants and similar amounts paid
- $46,969
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $4,417
- Other expenses
- $2,928
- Program services (functional)
- $47,666
Balance sheet and other
- Total assets, start of year
- $404,771
- Total assets, end of year
- $376,364
- Total liabilities, end of year
- $1,170
- Net assets, end of year
- $375,194
- Cash, savings and investments
- $75,726
- Gross receipts
- $82,922
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-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COLE MARVIN | PRESIDENT | 1 | $0 |
| KRISTIE LARSON | MEMBER AT LARGE | 1 | $0 |
| MARY MUNOZ | MEMBER AT LARGE | 1 | $0 |
| CARTER SMITHERMAN | MEMBER AT LARGE | 1 | $0 |
| NINA LOUIS | MEMBER AT LARGE | 1 | $0 |
| BRITTNEY HYER | MEMBER AT LARGE | 1 | $0 |
| JAIMI ROBERTS | CEO | 10 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COLE MARVIN | PRESIDENT Trustee or director, Officer | 2 | $0 |
| JANET ADAMS | DIRECTOR Trustee or director | 2 | $0 |
| KRISTIE LARSEN | DIRECTOR Trustee or director | 2 | $0 |
| NINA LOUIS | DIRECTOR Trustee or director | 2 | $0 |
| CARTER SMITHERMAN | DIRECTOR Trustee or director | 2 | $0 |
| MARY MUNOZ | DIRECTOR Trustee or director | 2 | $0 |
| WYNN ANGELL | DIRECTOR Trustee or director | 2 | $0 |
| PAM KOESTER | CEO Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 3877 N 7TH ST STE 280, PHOENIX, AZ 85014-5074
- Signed the 990-EZ
- JAIME ROBERTS, CEO
- Phone
- (602) 230-0026
- Website
- ArizonaLeadingage.org
- Return prepared by
- SECHLER MORGAN CPAS PLLC
Mission
SUPPORT SENIOR RESIDENTS AND ITS MEMBERS
Program accomplishments
- LAF SUPPORTS INITIATIVES DESIGNED TO TRANSFORM MODELS OF SERVICE DELIVERY TO SENIORS IN ARIZONA. LAF WAS CREATED TO SUPPORT THE EFFORTS OF THE LEADINGAGE ARIZONA, ITS MEMBERS, AND RESIDENTS.
- DURING 2024, OUR GOLF EVENT RAISED NET DONATIONS OF 32K AND SUPPORTED LEADINGAGE AZ AND THEIR RESIDENTS WITH ALMOST 47K IN GRANTS.Expenses $47,666 · grants $46,969
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-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 86-0737966
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $376,364
- Income (IRS master file)
- $82,922
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $29,775 | $54,314 | $376,364 | XML |
| 990 | December 2023 | $31,715 | $27,106 | $404,771 | XML |
| 990 | December 2022 | $28,644 | $24,444 | $388,583 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | 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 86-0737966).
Questions about LEADINGAGE ARIZONA FOUNDATION
- What is the EIN of LEADINGAGE ARIZONA FOUNDATION?
- The employer identification number (EIN) of LEADINGAGE ARIZONA FOUNDATION is 86-0737966.
- Is LEADINGAGE ARIZONA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to LEADINGAGE ARIZONA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEADINGAGE ARIZONA FOUNDATION 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 FOUNDATION 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 FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who are the officers and directors of LEADINGAGE ARIZONA FOUNDATION?
- The 990-EZ for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does LEADINGAGE ARIZONA FOUNDATION have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $29,775, expenses of $54,314 and total assets of $376,364 at year end.
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