LEADINGAGE MINNESOTA

EIN: 411502223

MINNEAPOLIS, MN

Total Revenue
$5,360,614
Total Expenses
$5,815,655
Total Assets
$16,341,198
Net Assets
$12,463,135
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1984
Legal Domicile
MN
Principal Officer
KARI THURLOW
Phone
6516454545
Tax Period
2023-01-01 to 2023-12-31

LEADINGAGE MINNESOTA, founded in 1984, is a community nonprofit that reported $5.4M in total revenue in fiscal year 2023. Net assets of $12.5M represent 28 months of operating reserves.

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 Service Accomplishments

Program 1

EDUCATION: LEADINGAGE MINNESOTA PROVIDED ITS MEMBERS WITH HUNDREDS OF EDUCATION PROGRAMS REQUIRED TO MAINTAIN PROFESSIONAL CREDENTIALS FOR LICENSED NURSING HOME ADMINISTRATORS, LICENSED ASSISTED...

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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.

Program 2

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...

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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.

Program 3

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...

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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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $453,249
Program Service Revenue $4,494,197
Investment Income $382,087
Other Revenue $31,081
TOTAL REVENUE $5,360,614

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,288,107
Fundraising Expenses $0
Other Expenses $2,527,548
TOTAL EXPENSES $5,815,655

Year-over-Year Comparison

2023 2022 Change
Revenue $5,360,614 $5,372,647 0.0%
Expenses $5,815,655 $4,449,122 +0.3%
Net Income $-455,041 $923,525 -1.5%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

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Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
28
Independent Members
27
Employees
34
Volunteers
230

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$329,841
Total Directors
28
$329,841
Key Employees
1
$243,893
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KARI THURLOW PRESIDENT & CEO 40.00
Officer Director
$261,024 $68,817 $329,841
JERRY CARLEY CHAIR 1.00
Officer Director
$0 $0 $0
NATHAN JOHNSON CHAIR-ELECT 1.00
Officer Director
$0 $0 $0
MARK A ANDERSON IMMEDIATE PAST CHAIR 1.00
Officer Director
$0 $0 $0
TRACI LARSON SECRETARY/TREASURER 1.00
Officer Director
$0 $0 $0
RUBY MCCOY DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
SHANE ROCHE DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
KATIE PERRY DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
SARAH WORK DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
JASON ANDERSON DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
TOM NIELSEN DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
ANNELIESE PETERSON DISTRICT DIRECTOR 1.00
Director
$0 $0 $0
APRIL COLLMAN ELECTED DIRECTOR 1.00
Director
$0 $0 $0
ANNETTE GREELY ELECTED DIRECTOR 1.00
Director
$0 $0 $0
DUSTIN LEE ELECTED DIRECTOR 1.00
Director
$0 $0 $0
MARK PEDERSON ELECTED DIRECTOR 1.00
Director
$0 $0 $0
CAMI PETERSON-DEVRIES ELECTED DIRECTOR 1.00
Director
$0 $0 $0
ANN THOLE ELECTED DIRECTOR 1.00
Director
$0 $0 $0
KIMBER WRAALSTAD ELECTED DIRECTOR 1.00
Director
$0 $0 $0
CRAIG ABBOTT APPOINTED DIRECTOR-AT-LARGE 1.00
Director
$0 $0 $0
GREG BAUMBERGER APPOINTED DIRECTOR-AT-LARGE 1.00
Director
$0 $0 $0
JOSH BERG APPOINTED DIRECTOR-AT-LARGE 1.00
Director
$0 $0 $0
MICHELLE HAEFNER APPOINTED DIRECTOR-AT-LARGE 1.00
Director
$0 $0 $0
BRENDA JOHNSON APPOINTED DIRECTOR-AT-LARGE 1.00
Director
$0 $0 $0
MATHEW KERN APPOINTED DIRECTOR-AT-LARGE 1.00
Director
$0 $0 $0
ANNA PETERSMEYER APPOINTED DIRECTOR-AT-LARGE 1.00
Director
$0 $0 $0
ERIN SHVETZOFF HENNESSEY APPOINTED DIRECTOR-AT-LARGE 1.00
Director
$0 $0 $0
JOHN SONDERGAARD APPOINTED DIRECTOR-AT-LARGE 1.00
Director
$0 $0 $0
LORI MEYER SENIOR VP & COO 40.00
Key Emp
$196,303 $47,590 $243,893
ERIN HUPPERT VP ADVOCACY 40.00
Highest
$155,465 $43,628 $199,093
MARK SCHULZ VP POLICY & REG AFFAIRS 40.00
Highest
$134,579 $46,787 $181,366
KARI EVERSON VP CLINICAL SVCS & NURSE CONSULTANT 40.00
Highest
$134,935 $17,207 $152,142
JULIE APOLD VP QUALITY & PERFORMANCE 40.00
Highest
$121,435 $38,046 $159,481
ROBERTA GUIDRY VP ASSISTED LIVING & HOU 40.00
Highest
$123,981 $33,250 $157,231
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $5,360,614 $5,815,655 $16,341,198 $-455,041
2022 $5,372,647 $4,449,122 $14,201,238 $923,525
2021 $6,123,205 $4,441,629 $15,823,116 $1,681,576
2020 $4,908,005 $3,971,640 $12,395,572 $936,365
2019 $5,135,764 $4,842,630 $9,917,972 $293,134
2018 $4,991,256 $4,617,556 $8,131,750 $373,700
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