LEADINGAGE MINNESOTA: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LEADINGAGE MINNESOTA (EIN 41-1502223)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349314184
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T16:57:00-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S 6TH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411502223 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEADINGAGE MINNESOTA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEAD | BusinessNameControlTxt |
| Phone | 6516454545 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 BROADWAY STREET NE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55413 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARI THURLOW | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 6516454545 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANN NEIL | PreparerPersonNm |
| PTIN | P01817922 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KARI THURLOW | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 BROADWAY STREET NE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55413 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,291,280 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.LEADINGAGEMN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | LEADINGAGE MINNESOTA IS DRIVEN TO TRANSFORM AND ENHANCE THE EXPERIENCE OF AGING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 36 | TotalEmployeeCnt |
| Total Volunteers | 334 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $453,249 | PYContributionsGrantsAmt |
| CY Contributions Grants | $793,744 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,494,197 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,804,255 | CYProgramServiceRevenueAmt |
| PY Investment Income | $382,087 | PYInvestmentIncomeAmt |
| CY Investment Income | $668,184 | CYInvestmentIncomeAmt |
| PY Other Revenue | $31,081 | PYOtherRevenueAmt |
| CY Other Revenue | $273,434 | CYOtherRevenueAmt |
| PY Total Revenue | $5,360,614 | PYTotalRevenueAmt |
| CY Total Revenue | $6,539,617 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,288,107 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,181,978 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,527,548 | PYOtherExpensesAmt |
| CY Other Expenses | $2,283,734 | CYOtherExpensesAmt |
| PY Total Expenses | $5,815,655 | PYTotalExpensesAmt |
| CY Total Expenses | $5,465,712 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$455,041 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,073,905 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,341,198 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,454,174 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,878,063 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,058,005 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,463,135 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,396,169 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NETWORKING: THE ORGANIZATION GATHERED MEMBERS TOGETHER THROUGH PROFESSIONAL NETWORKS, DISTRICT MEETINGS, AND OTHER NETWORKING EVENTS TO BUILD RELATIONSHIPS AND SHARE PEER-TO-PEER LEARNING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 36 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNIE XIONG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6516591420 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 BROADWAY STREET NE | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55413 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KARI THURLOW | ||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | Yes (X) | $297,502 | $0 | $80,057 | ||
| JERRY CARLEY | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NATHAN JOHNSON | ||||||||
| CHAIR-ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARK R ANDERSON | ||||||||
| IMMEDIATE PAST CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TRACI LARSON | ||||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANN THOLE | ||||||||
| ELECTED DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNETTE GREELY | ||||||||
| ELECTED DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| APRIL COLLMAN | ||||||||
| ELECTED DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CAMI PETERSON-DEVRIES | ||||||||
| ELECTED DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DUSTIN LEE | ||||||||
| ELECTED DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROCHELLE LANGLOIS | ||||||||
| ELECTED DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KIMBER WRAALSTAD | ||||||||
| ELECTED DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK PEDERSON | ||||||||
| ELECTED DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNA PETERSMEYER | ||||||||
| APPOINTED DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRENDA JOHNSON | ||||||||
| APPOINTED DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CRAIG ABBOTT | ||||||||
| APPOINTED DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIN SHVETZOFF HENNESSEY | ||||||||
| APPOINTED DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREG BAUMBERGER | ||||||||
| APPOINTED DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JONATHON SONDERGAARD | ||||||||
| APPOINTED DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSH BERG | ||||||||
| APPOINTED DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW KERN | ||||||||
| APPOINTED DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE HAEFNER | ||||||||
| APPOINTED DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNELIESE PETERSON | ||||||||
| DIRECTOR G DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON ANDERSON | ||||||||
| DIRECTOR E DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATIE PERRY | ||||||||
| DIRECTOR C DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RUBY MCCOY | ||||||||
| DIRECTOR A DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SARAH WORK | ||||||||
| DIRECTOR D DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHANE WORK | ||||||||
| DIRECTOR B DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TON NIELSON | ||||||||
| DIRECTOR F DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JON RIEWER | ||||||||
| PUBLIC POLICY LIASON | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDSEY SAND | ||||||||
| EX-OFFICIO-LAMN FOUNDATION CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK A ANDERSON | ||||||||
| ELECTED DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK BERTILRUD | ||||||||
| ELECTED DIRECTOR AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LORI MEYER | ||||||||
| SENIOR VP & COO | 40.00 | $218,374 | $0 | $63,367 | Yes (X) | |||
| ERIN HUPPERT | ||||||||
| VP ADVOCACY | 40.00 | $164,248 | $0 | $60,514 | Yes (X) | |||
| MARK SCHULZ | ||||||||
| VP POLICY & REG AFFAIRS | 40.00 | $146,955 | $0 | $69,966 | Yes (X) | |||
| KARI EVERSON | ||||||||
| VP CLINICAL SVCS & NURSE CONSULTANT | 40.00 | $137,965 | $0 | $32,278 | Yes (X) | |||
| JULIE APOLD | ||||||||
| VP QUALITY & PERFORMANCE | 40.00 | $126,616 | $0 | $53,276 | Yes (X) | |||
| JEFFREY BOSTIC | ||||||||
| DIRECTOR- DATA & FINANCIAL POLICY | 40.00 | $133,093 | $0 | $39,755 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,224,753 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $399,213 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BEEHIVE STRATEGIC COMMUNICATION | |||||
| 550 VANDALIA STREET SUITE 233 | ST PAUL | MN | 55114 | COMMUNICATIONS CONSULTING | $450,961 |
| CLIFTONLARSONALLEN LLP | |||||
| 220 SOUTH 6TH STREET UNIT 300 | MINNEAPOLIS | MN | 55402 | ACCOUNTING CONSULTING WORK | $246,599 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $541,094 | GovernmentGrantsAmt |
| All Other Contributions | $252,650 | AllOtherContributionsAmt |
| Total Contributions | $793,744 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 541900 | $3,024,926 | $3,024,926 |
| INSTITUTE PROGRAMS | 541900 | $1,779,329 | $1,779,329 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,804,255 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $232,342 | TotalRevenueColumnAmt |
| Exclusion | $232,342 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,177,474 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,741,632 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $435,842 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $435,842 | TotalRevenueColumnAmt |
| Exclusion | $435,842 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $28,987 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $10,031 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,956 | TotalRevenueColumnAmt |
| Exclusion | $18,956 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $254,478 | TotalRevenueColumnAmt |
| Exclusion | $254,478 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $254,478 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,539,617 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,804,255 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $941,618 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $659,300 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,921,107 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $415,846 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,725 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,322 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,830 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,000 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,802 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $612,742 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,287 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,899 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,203 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,637 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,966 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $601,979 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,794 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,430 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| STRATEGIC INITIATIVES | $111,603 |
| BAD DEBT | $101,714 |
| DUES, FEES, AND TAXES | $83,903 |
| MISCELLANEOUS | $32,905 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,718 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,465,712 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,591,841 | BOYAmt |
| EOY | $2,797,574 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,582 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $596,117 | BOYAmt |
| EOY | $196,431 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,705 | BOYAmt |
| EOY | $215,722 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $293,753 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $97,859 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,744 | BOYAmt |
| EOY | $195,894 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,654,234 | BOYAmt |
| EOY | $13,139,684 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $425,702 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,832,975 | BOYAmt |
| EOY | $1,483,167 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,341,198 | BOYAmt |
| EOY | $18,454,174 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $450,066 | BOYAmt |
| EOY | $1,551,216 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,537,880 | BOYAmt |
| EOY | $1,641,154 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,890,117 | BOYAmt |
| EOY | $865,635 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,878,063 | BOYAmt |
| EOY | $4,058,005 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,463,135 | BOYAmt |
| EOY | $14,396,169 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,463,135 | BOYAmt |
| EOY | $14,396,169 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,341,198 | BOYAmt |
| EOY | $18,454,174 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,073,905 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $859,129 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $0 | PoliticalExpendituresAmt |
| Volunteer Hours | 0 | VolunteerHoursCnt |
| Expended527 Activities | $0 | Expended527ActivitiesAmt |
| Internal Funds Contributed | $0 | InternalFundsContributedAmt |
| Substantially All Dues Nonded | Yes (1) | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $293,753 | OtherCostOrOtherBasisAmt |
| Depreciation | $97,859 | DepreciationAmt |
| Book Value | $195,894 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $195,894 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ROU ASSET | $775,343 |
| DUE FROM RELATED PARTIES | $707,824 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,483,167 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $865,635 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $865,635 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | LEADINGAGE MINNESOTA HAS BEEN RECOGNIZED AS A TAX-EXEMPT, NOT-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (IRC). LEADINGAGE MINNESOTA IS EXEMPT FROM INCOME TAXES, WITH THE EXCEPTION OF TAXES ON UNRELATED BUSINESS INCOME FROM MARKETING, MANAGEMENT FEE, AND ADVERTISING WHICH RESULTED IN EXPENSES OF $0 FOR BOTH THE YEARS ENDED DECEMBER 31, 2024 AND 2023. LEADINGAGE MINNESOTA FOLLOWS THE GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. LEADINGAGE MINNESOTA IS SUBJECT TO TAXES ON UNRELATED BUSINESS INCOME BUT HAS NO MATERIAL OBLIGATION FOR UNRELATED BUSINESS INCOME TAX AT DECEMBER 31, 2024 AND 2023. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KARI THURLOW | ||||||||||||||
| PRESIDENT & CEO | $273,989 | $0 | $23,513 | $0 | $0 | $0 | $15,966 | $0 | $64,091 | $0 | $377,559 | $0 | $0 | $0 |
| LORI MEYER | ||||||||||||||
| SENIOR VP & COO | $208,238 | $0 | $10,136 | $0 | $0 | $0 | $13,247 | $0 | $50,120 | $0 | $281,741 | $0 | $0 | $0 |
| ERIN HUPPERT | ||||||||||||||
| VP ADVOCACY | $155,248 | $0 | $9,000 | $0 | $0 | $0 | $10,272 | $0 | $50,242 | $0 | $224,762 | $0 | $0 | $0 |
| MARK SCHULZ | ||||||||||||||
| VP POLICY & REG AFFAIRS | $137,955 | $0 | $9,000 | $0 | $0 | $0 | $9,494 | $0 | $60,472 | $0 | $216,921 | $0 | $0 | $0 |
| JULIE APOLD | ||||||||||||||
| VP QUALITY & PERFORMANCE | $123,116 | $0 | $3,500 | $0 | $0 | $0 | $7,985 | $0 | $45,291 | $0 | $179,892 | $0 | $0 | $0 |
| JEFFREY BOSTIC | ||||||||||||||
| DIRECTOR- DATA & FINANCIAL POLICY | $129,593 | $0 | $3,500 | $0 | $0 | $0 | $8,031 | $0 | $31,724 | $0 | $172,848 | $0 | $0 | $0 |
| KARI EVERSON | ||||||||||||||
| VP CLINICAL SVCS & NURSE CONSULTANT | $134,465 | $0 | $3,500 | $0 | $0 | $0 | $8,278 | $0 | $24,000 | $0 | $170,243 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | LEADINGAGE MINNESOTA LAUNCHED 'CARING CAREERS START HERE,' AN INITIATIVE TO RECRUIT INDIVIDUALS INTO CAREERS AS CAREGIVERS OR OTHER ROLES WITHIN THE LONG-TERM CARE SECTOR. FUNDED BY A GRANT FROM THE MINNESOTA DEPARTMENT OF HEALTH, THIS PROJECT INCLUDES A COMPREHENSIVE WEBSITE WITH CURATED INFORMATION ON SENIOR CARE CAREERS, AN EMPLOYER MATCHING FEATURE, AND RESOURCES ON TRAINING, TESTING, AND SECURING EMPLOYMENT. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE OF THE BOARD IS COMPRISED OF THE OFFICERS OF LEADINGAGE MINNESOTA. THE COMMITTEE HAS THE POWER TO ACT ON BEHALF OF THE BOARD BETWEEN MEETINGS OF THE BOARD, WHEN, IN THE JUDGMENT OF THE COMMITTEE, NECESSITY REQUIRES ACTION, SUBJECT TO ANY PRIOR DIRECTIONS AND LIMITATIONS IMPOSED BY THE BOARD. ACTIONS OF THE EXECUTIVE COMMITEE ARE SUBJECT TO REVIEW AND APPROVAL OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ASSOCATION IS COMPRISED OF TWO MEMBERSHIP CLASSES: 1) VOTING AND 2) NON-VOTING. MEMBERS MAY BE ORGANIZATIONS OR NATURAL PERSONS. MEMBERS SHALL AT ALL TIMES MEET THE CRITERIA FOR MEMBERSHIP ESTABLISHED BY THE BOARD OF DIRECTORS OF LEADINGAGE MINNESOTA. IN ESTABLISHING THE CRITERIA FOR RIGHTS AND PRIVILEGES OF MEMBERS, THE BOARD SHALL BE GUIDED BY PRINCIPLES INCLUDING CONSISTENCY WITH THE PHILOSOPHY, MISSION AND PURPOSES OF LEADINGAGE MINNESOTA; ALIGNMENT WITH THE VALUES AND CORE COMPETENCIES OF LEADINGAGE MINNESOTA; AND ALIGNMENT WITH BROADER TRANSFORMATION OF SERVICE DELIVERY, PARTICULARLY INTEGRATED SERVICE DELIVERY. THE BOARD ESTABLISHES THE PROCESS FOR APPLICATION FOR MEMBERSHIP. MEMBERS ARE ELECTED BY THE BOARD AT ANY MEETING OF THE BOARD. APPLICANTS WILL BECOME A MEMBER UPON MAJORITY VOTE OF THE BOARD AND UPON PAYMENT OF DUES. |
| FORM 990, PART VI, SECTION A, LINE 7A | LEADINGAGE MINNESOTA IS GOVERNED BY A BOARD OF DIRECTORS CONSISTING OF THREE CLASSES OF DIRECTORS: ELECTED DIRECTORS, APPOINTED DIRECTORS-AT-LARGE, AND NON-VOTING DIRECTORS. A MAJORITY OF ALL DIRECTORS MUST REPRESENT NOT-FOR-PROFIT VOTING MEMBERS UNLESS A GREATER NUMBER IS REQUIRED BY THE LEADINGAGE STATE ASSOCIATION AFFILIATION AGREEMENT. ELECTED DIRECTORS ARE COMPRISED OF THREE TYPES OF DIRECTORS, EACH OF WHICH HAS VOTING RIGHTS: FIVE OFFICERS COMPRISED OF THE CHAIR, CHAIR-ELECT, IMMEDIATE PAST CHAIR, SECRETARY/TREASURER, AND THE PRESIDENT/CHIEF EXECUTIVE OFFICER; SEVEN DISTRICT DIRECTORS COMPRISED OF ONE DIRECTOR ELECTED BY EACH OF THE SEVEN DISTRICTS ACCORDING TO DISTRICT PROCEDURES ADOPTED BY THE BOARD; AND UP TO ELEVEN ELECTED DIRECTORS-AT-LARGE ELECTED BY VOTING MEMBERS. OFFICERS OF LEADINGAGE MINNESOTA CONSIST OF A CHAIR, CHAIR-ELECT, IMMEDIATE PAST CHAIR, SECRETARY/TREASURER, AND PRESIDENT. THE CHAIR, CHAIR-ELECT, AND SECRETARY/TREASURER ARE ELECTED BY VOTING MEMBERS AT THE ANNUAL MEETING. THE PRESIDENT IS THE PERSON CONCURRENTLY SERVING AS THE CHIEF EXECUTIVE OFFICER OF LEADINGAGE MINNESOTA AND SERVES AT THE PLEASURE OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | AFTER REVIEW AND APPROVAL BY LEADERSHIP, A DRAFT COPY OF THE 990 IS PROVIDED TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS REVIEWS THE DRAFT FORM 990, ADDRESSING ANY COMMENTS OR CONCERNS. UPON APPROVAL OF THE DRAFT FORM 990 BY THE BOARD OF DIRECTORS, THE FORM 990 IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ASSOCIATION'S CONFLICT OF INTEREST POLICY COVERS MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS, AND KEY EMPLOYEES WHO EACH HAVE AN AFFIRMATIVE OBLIGATION TO ACT AT ALL TIMES IN THE BEST INTERESTS OF THE ASSOCIATION. EACH COVERED OFFICIAL HAS A FIDUCIARY DUTY TO CONDUCT HIMSELF OR HERSELF WITHOUT CONFLICT TO THE INTERESTS OF THE ORGANIZATION. WHEN ACTING WITHIN HIS OR HER CAPACITY AS A COVERED OFFICIAL, HE OR SHE MUST SUBORDINATE PERSONAL, BUSINESS, THIRD-PARTY, AND OTHER INTERESTS TO THE WELFARE AND BEST INTERESTS OF THE ORGANIZATION. DISCLOSURE. THE BOARD OF DIRECTORS RECOGNIZES THAT CONFLICTS OF INTEREST ARE NOT UNCOMMON, AND THAT NOT ALL CONFLICTS OF INTEREST ARE NECESSARILY HARMFUL TO THE ASSOCIATION. HOWEVER, THE BOARD REQUIRES FULL DISCLOSURE OF ALL ACTUAL AND POTENTIAL CONFLICTS OF INTEREST. EACH COVERED OFFICIAL SHALL DISCLOSE ANY AND ALL FACTS THAT MAY BE CONSTRUED AS A CONFLICT OF INTEREST, BOTH THROUGH AN ANNUAL DISCLOSURE PROCESS AND WHENEVER SUCH ACTUAL OR POTENTIAL CONFLICT OCCURS. PROCESS AND REMEDY. THE BOARD OF DIRECTORS WILL DETERMINE WHETHER OR NOT A CONFLICT OF INTEREST EXISTS, AND WHETHER OR NOT SUCH CONFLICT MATERIALLY AND ADVERSELY AFFECTS THE INTERESTS OF THE ASSOCIATION. A COVERED OFFICIAL WHOSE POTENTIAL CONFLICT IS UNDER REVIEW MAY NOT DEBATE, VOTE, OR OTHERWISE PARTICIPATE IN SUCH DETERMINATION. IF THE BOARD OF DIRECTORS DETERMINES THAT AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST DOES EXIST, THE BOARD SHALL ALSO DETERMINE AN APPROPRIATE REMEDY. SUCH REMEDY MAY INCLUDE, FOR EXAMPLE, THE RECUSAL OF THE CONFLICTED COVERED OFFICIAL FROM PARTICIPATING IN CERTAIN MATTERS PENDING BEFORE THE BOARD OR OTHER ORGANIZATION BODY. ALL PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES. ANNUAL DISCLOSURE PROCESS. ON AN ANNUAL BASIS, EACH MEMBER OF THE BOARD OF DIRECTORS SHALL BE PROVIDED WITH A COPY OF THE CONFLICT OF INTEREST POLICY, AND SHALL COMPLETE AND SIGN THE ACKNOWLEDGEMENT AND DISCLOSURE FORM. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ASSOCIATION'S EXECUTIVE COMMITTEE IS CHARGED WITH EVALUATING THE PERFORMANCE OF THE PRESIDENT & CEO. THE CHAIR, AFTER CONSULTATION WITH OTHER COMMITTEE MEMBERS, SHALL CONDUCT A PERFORMANCE APPRAISAL WITH THE PRESIDENT & CEO. RECOMMENDATIONS ON CHANGES IN SALARY, BENEFITS, AND EMPLOYMENT STATUS PERTAINING TO THE PRESIDENT SHALL BE REPORTED TO THE BOARD OF DIRECTORS FOR RATIFICATION. THE ORGANIZATION'S EXECUTIVE COMMITTEE REFERENCES ASAE AND LEADINGAGE STATE ASSOCIATION SURVEY DATA TO ASSESS COMPENSATION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING 568,432. PEO SERVICES 44,310. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR SELECTION AND OVERSIGHT OF THE AUDIT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| LEADINGAGE MINNESOTA FOUNDATION | ||||||||||
| 3001 BROADWAY ST NE SUITE 300 | MINNEAPOLIS | MN | 55413 | 203879574 | TO SUPPORT LEADINGAGE MINNESOTA | MN | 501(C)(3) | LINE 12A, I | LEADINGAGE MINNESOTA | Yes (1) |
| LEADINGAGE MINNESOTA POLITICAL ACTION COMMITTEE | ||||||||||
| 3001 BROADWAY ST NE SUITE 300 | MINNEAPOLIS | MN | 55413 | 412023814 | POLITICAL ACTION COMMITTEE | MN | 527 | LEADINGAGE MINNESOTA | Yes (1) | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LEADINGAGE MINNESOTA SOLUTIONS | |||||||||||||
| 3001 BROADWAY STREET NE SUITE 300 | MINNEAPOLIS | MN | 55413 | 411640136 | GROUP PURCHASING MANAGEMENT | MN | LEADINGAGE MINNESOTA | C | $1,745,195 | $2,164,411 | 1.00000 | Yes (1) | |
| MCCA | |||||||||||||
| 3001 BROADWAY ST NE SUITE 300 | MINNEAPOLIS | MN | 55413 | 411502234 | HUMAN RESOURCES | MN | C | $140,486 | 0.25000 | 0 | N/A | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| LEADINGAGE MINNESOTA FOUNDATION | ||
| Q | $282,093 | FMV |
| LEADINGAGE MINNESOTA SOLUTIONS | ||
| Q | $1,475,660 | FMV |