LEADINGAGE MAINE & NEW HAMPSHIRE (EIN 020443165) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

LISA F HENDERSON

Phone

6032926441

Tax Period

2024-01-01 to 2024-12-31

LEADINGAGE MAINE & NEW HAMPSHIRE, founded in 1990, is a small nonprofit that reported $433K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $400K left a modest 8% surplus.

Mission

TO CONDUCT EDUCATIONAL WORKSHOPS AND PROVIDE INFORMATION AND DIRECTION ON OLDER ADULT SERVICES IN MAINE AND NEW HAMPSHIRE.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $433,132

Investment Income $67

Other Revenue $100

TOTAL REVENUE $433,299

Expense Breakdown

Grants Paid $0

Salaries & Benefits $133,672

Fundraising Expenses $0

Other Expenses $266,535

TOTAL EXPENSES $400,207

Year-over-Year Comparison

	2024	2023	Change
Revenue	$433,299	$376,169	+0.2%
Expenses	$400,207	$335,492	+0.2%
Net Income	$33,092	$40,677	-0.2%

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

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$124,605

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID URSO	CHAIR	3.00	Officer Director	$0	$0	$0
LEANNE FIET	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JAIME CONLEY	TREASURER, B	2.00	Officer Director	$0	$0	$0
KATY SMITH	SECRETARY	2.00	Officer Director	$0	$0	$0
MARK LATHAM	DIRECTOR	1.00	Director	$0	$0	$0
JANE POITRAS	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON LYNCH	DIRECTOR	1.00	Director	$0	$0	$0
CINDY JEROME	DIRECTOR, BE	3.00	Director	$0	$0	$0
CHERYL DOBBELSTYN	DIRECTOR, BE	1.00	Director	$0	$0	$0
ROB HEMENWAY	DIRECTOR, BE	1.00	Director	$0	$0	$0
LISA F HENDERSON	EXECUTIVE DI	40.00	Officer	$117,985	$6,620	$124,605

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	$433,299	$400,207	$362,800	$33,092
2023	$376,169	$335,492	$288,635	$40,677
2022	$342,012	$315,945	$239,891	$26,067
2021	$324,778	$272,029	$235,918	$52,749
2020	$311,801	$251,489	$161,242	$60,312
2019	$327,641	$364,718	$102,908	$-37,077
2018	$386,991	$361,304	$137,178	$25,687

LEADINGAGE MAINE & NEW HAMPSHIRE