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LEADINGAGE ARIZONA

PHOENIX, AZ · EIN 860449697 · Form 990 · FY2022 · Small ($100K-$1M) · arizonaleadingage.org
revenue
$953K
expenses
$778K
net assets
$929K
employees
5
volunteers
30
mission · from form 990

THE ASSOCIATION SERVES ITS MEMBERS BY ENCHANCING THE LIVES OF OLDER ADULTS BY PROVIDING LEADERSHIP, EDUCATION, ADVOCACY, AND OPPORTUNITIES FOR COLLABORATION TO HELP THEM ACHIEVE THEIR RESPECTIVE MISSIONS.

profile · synthesized from sources

LEADINGAGE ARIZONA is a membership association for non-profit organizations providing aging services in Arizona. It offers advocacy, education, and networking opportunities to its members, aiming to advance the quality of care and services for older adults. The organization also hosts events, including an annual golf classic, to support its mission.

named programs · 1 · from sources

what they call their work

Annual Golf Classic
A fundraising event that offers various sponsorship opportunities (Tournament, Tee Gift, Luncheon, Breakfast, Beverage, Goody Bag, Photography, Super Ticket, Golf Ball, Putting Contest, Golf Ball Launcher) to support the organization's mission.
activities · 7 groups

what they do

  • Care Management Certification Programs 11 activities
    • Assisted Living Manager Training
      Offers a 4-hour Assisted Living Manager Training that is approved for 4 hours of NCIA CE credit for Arizona Assisted Living Managers.
    • Assisted Living Manager Training
      Offers a 4-hour Assisted Living Manager Training that is approved for 4 hours of NCIA CE credit for Arizona Assisted Living Managers.
    • Assisted Living Manager Training
      Offers a 4-hour Assisted Living Manager Training approved for 4 hours of NCIA CE credit for Arizona Assisted Living Managers.
    • Continuing Education for Community Personnel
      Provides access to continuing education opportunities for community personnel at all levels within the aging services sector.
    • Continuing Education for Community Personnel
      Provides access to continuing education opportunities for community personnel at all levels within the aging services sector.
    • Memory Care Training
      Provides Memory Care Training, including an in-person component, to help providers meet new requirements under Arizona’s updated regulations (HB2764).
    • Memory Care Training
      Provides Memory Care Training, including an in-person component, to help providers meet new requirements under Arizona’s updated regulations (HB2764).
    • Memory care and assisted living workforce training
      Provides in-person and on-demand training programs for assisted living and memory care providers, including a 4-hour Assisted Living Manager Training (NCIA-approved) and training aligned with Arizona’s HB2764 and SB1373 regulations. Includes competency testing and implementation resources.
    • Webinar on HB 2764 Implementation
      Offers an on-demand webinar providing strategies and resources for aging services providers to implement and operationalize new requirements introduced by HB 2764, passed in the 2024 Legislative Session.
    • Webinar on Legislative Requirements
      Offers an on-demand webinar providing strategies and resources for aging services providers to implement and operationalize new requirements introduced by HB 2764, passed in the 2024 Legislative Session.
    • Webinar on Legislative Requirements
      Offers an on-demand webinar providing strategies and resources for aging services providers to implement and operationalize new requirements introduced by HB 2764, passed in the 2024 Legislative Session.
  • Senior Policy Advocacy & Candidate Support 5 activities
    • Advocacy for Healthcare and Housing Policies
      Identifies and supports candidates for state elected offices who understand and support healthcare, housing, and other policy issues affecting businesses and Arizona's seniors. The organization also tracks legislation and regulatory updates to inform policymakers about their impact on members and the aging community, and provides this information to members.
    • Advocacy for Healthcare and Housing Policies
      Identifies and supports candidates for state elected offices who understand and support healthcare, housing, and other policy issues affecting businesses and Arizona's seniors. The organization also tracks legislation and regulatory updates to inform policymakers about the impact on members and the aging community, and provides this information to members.
    • Advocacy for Healthcare and Housing Policies
      Identifies and supports candidates for state elected offices who understand and support healthcare, housing, and other policy issues affecting businesses and Arizona's seniors. The organization also tracks legislation and regulatory updates to inform policymakers about the impact on members and the aging community, and provides timely public policy and advocacy information to members.
    • Legislative and regulatory monitoring and engagement
      Tracks state and federal legislation and regulatory changes, providing members with updates, alerts, and advocacy communications. Engages policymakers to influence outcomes impacting aging services, with a 30-year record of achieving favorable legislative and regulatory results.
    • Political advocacy and candidate support
      Identifies and supports candidates for state elected offices who support healthcare, housing, and policy issues affecting seniors and aging-service providers in Arizona. Maintains a Political Action Committee (PAC) to advance member interests in state politics.
  • Member-Focused Job Board & Career Matching 3 activities
    • Job Opportunity Postings
      Provides free job opportunity postings for members to help them recruit staff.
    • Job Opportunity Postings
      Provides free job opportunity postings for members to help with recruitment in the aging services sector.
    • Job Opportunity Postings
      Provides free job opportunity postings for members to help with staffing needs.
  • Member Networking & Communication Services 2 activities
    • Member Networking and Collaboration
      Offers opportunities for members to share ideas, collaborate, and participate in networking and advisory groups, committees, and task forces.
    • Member Networking and Collaboration
      Offers opportunities for members to share ideas, collaborate, and participate in networking and advisory groups, committees, and task forces.
  • Elder Law Attorney Certification 1 activity
    • Annual Conference
      Hosts an annual conference for professionals in the aging services sector to discuss policy and best practices.
  • Industry-Specific Legislative Advocacy 1 activity
    • Legislative and Regulatory Engagement
      Achieves positive legislative and regulatory results through relationships with legislators and government staff in Arizona state government and has established a Political Action Committee (PAC) for its membership.
  • Uncategorized 12 activities
    • Annual Conference
      Hosts an annual conference for professionals in the aging services sector to discuss policy and best practices.
    • Consumer Marketing Opportunities
      Offers consumer marketing opportunities that connect consumers to member facilities and their websites.
    • Consumer Marketing Opportunities
      Offers consumer marketing opportunities that connect consumers to member facilities and their websites.
    • Fall Prevention & Training Program
      Provides a Fall Prevention & Training Program with modules on fall prevention and recovery, including competency tests, to help aging services providers comply with Arizona State Legislature's SB1373.
    • Fall Prevention & Training Program
      Provides a Fall Prevention & Training Program with modules on fall prevention and recovery, including competency tests, to help aging services providers comply with Arizona State Legislature's SB1373.
    • Group Purchasing Agreements
      Facilitates savings for members through group purchasing agreements tailored to the buying needs of healthcare and senior housing providers.
    • Group Purchasing Agreements
      Facilitates savings for members through group purchasing agreements tailored to the buying needs of healthcare and senior housing providers.
    • Group Purchasing Agreements for Members
      Facilitates savings for members through group purchasing agreements tailored to the buying needs of healthcare and senior housing providers.
    • Member business support services
      Facilitates cost savings through group purchasing agreements tailored to senior housing and healthcare providers, offers free job posting services for members, and provides consumer marketing opportunities to connect the public with member facilities.
    • Political Action Committee Management
      Manages a Political Action Committee (PAC) to support its membership's advocacy efforts.
    • Political Action Committee Management
      Manages a Political Action Committee (PAC) to serve as a tool for its membership in influencing policy.
    • Professional development and member collaboration
      Offers continuing education opportunities for personnel at all levels and facilitates member collaboration through networking groups, advisory committees, task forces, and an annual conference focused on policy and best practices in aging services.
financials · form 990 · fy2022
revenue
Total revenue$953K
Contributions & grants$25K3%
Program service revenue$947K99%
Investment income$-19K-2%
Other revenue$0
expenses
Total expenses$778K
Program expenses
Admin / overhead
Fundraising
Salaries & benefits$352K
Grants paid out$2K
Largest expense lineCompensation
balance sheet
Total assets$984K
Cash$492K
Investments$467K
Liabilities$55K
Net assets$929K
Liquid reserves14.8 mo
2 years on record · 2020–2022 · YoY revenue +127.2%
leadership · form 990 part vii · fy2022

who runs it

paid leadership · 1
NameTitleHours/wkCompensation
PAMELA KOESTER CEO 60 $145K
board members · 12
  • BHAKTI GOSALIA — IMMEDIATE PAST PRESIDENT
  • CARRIE SMITH — DIRECTOR
  • DONNA TAYLOR — CHAIRMAN PRESIDENT
  • JAIME ROBERTS — TREASURER
  • JOE LA RUE — DIRECTOR
  • JOHN THORHAUER — SECRETARY
  • JON SCOTT WILLIAMS — DIRECTOR
  • NICOLE RAYMOND — DIRECTOR
  • ROD BAILEY — DIRECTOR
  • TOM DOROUGH — DIRECTOR
  • TOM WINKELMAN — PRESIDENT-ELECT
  • WAYNE ANGELL — DIRECTOR
relationships · 16

who they work with

  • Arizona LeadingAge Foundation Network — Hosts the annual golf classic as a fundraising initiative
  • Curana Health Partner — Sponsor of the breakout session on healthy housing.
  • Fellowship Square Partner — Organization represented by board treasurer JonScott Williams
  • Glencroft Center for Modern Aging Partner — Organization represented by board president-elect John Thorhauer
  • Hospice of the Valley Partner — Sponsor of the tour of the HOV Dementia & Education Campus.
  • Isaacson Law Firm, P.C. Partner — Provides lobbying services for Arizona LeadingAge.
  • Isaacson P.C. Partner — Collaborated on an on-demand webinar about HB2764 for aging services providers.
  • LeadingAge Network — National partner association of 6,000 not-for-profit organizations dedicated to expanding possibilities for aging.
  • LeadingAge national Network — Affiliated with the national LeadingAge organization, with separate dues calculation based on IRS 990 program revenue.
  • Mercy Care Partner — Sponsor of the exhibit hall lunch.
  • Mirabella ASU Partner — Organization represented by board secretary Tom Dorough
  • Nevvon Partner — Partners with Nevvon for Memory Care Training, utilizing their mobile-friendly portal for virtual training.
  • Nevvon Partner — Sponsor of the conference registration.
  • PharmcareUSA Partner — Sponsor of the session with the Arizona Health Department.
  • Westminster Village Partner — Its CEO, Tom Winkelman, chairs the Policy & Governmental Affairs Committee.
  • Westminster Village Partner — Organization represented by board president Tom Winkelman