LEADINGAGE MASSACHUSETTS INC (EIN 042519931) - 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

1976

Legal Domicile

Principal Officer

ELISSA SHERMAN

Phone

6172442999

Tax Period

2024-01-01 to 2024-12-31

LEADINGAGE MASSACHUSETTS INC, founded in 1976, is a small nonprofit that reported $889K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $790K left a modest 11% surplus.

Mission

THE MISSION OF LEADINGAGE MASSACHUSETTS IS TO EXPAND THE WORLD OF POSSIBILITIES FOR AGING.

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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 $842,055

Investment Income $45,069

Other Revenue $1,530

TOTAL REVENUE $888,654

Expense Breakdown

Grants Paid $0

Salaries & Benefits $495,106

Fundraising Expenses $0

Other Expenses $295,319

TOTAL EXPENSES $790,425

Year-over-Year Comparison

	2024	2023	Change
Revenue	$888,654	$796,270	+0.1%
Expenses	$790,425	$692,145	+0.1%
Net Income	$98,229	$104,125	-0.1%

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

$268,964

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WALTER RAMOS	CHAIR	1.00	Officer Director	$0	$0	$0
MARGARET MANTONI	CHAIR-ELECT	1.00	Officer Director	$0	$0	$0
NICOLE BRESLIN	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
MATTHEW HOLLINGSHEAD	CLERK	1.00	Officer Director	$0	$0	$0
JAMES FREEHLING	TREASURER	1.00	Officer Director	$0	$0	$0
ZEHRA ABID-WOOD	TRUSTEE	1.00	Director	$0	$0	$0
MARGUERITE D'ANGELO	TRUSTEE	1.00	Director	$0	$0	$0
BABACAR DIOP	TRUSTEE	1.00	Director	$0	$0	$0
MIKE FERRICK	TRUSTEE	1.00	Director	$0	$0	$0
JOE FRIAS	TRUSTEE	1.00	Director	$0	$0	$0
PHILLIP HICKEY	TRUSTEE	1.00	Director	$0	$0	$0
FELIX ROSENWASSER	TRUSTEE	1.00	Director	$0	$0	$0
PATRICK STAPLETON	TRUSTEE	1.00	Director	$0	$0	$0
MARIANNE DELOREY	TRUSTEE THRU 10/9/24	1.00	Director	$0	$0	$0
BETSY MULLEN	TRUSTEE THRU 10/9/24	1.00	Director	$0	$0	$0
CHARLES CRUSH	TRUSTEE THRU 5/31/24	1.00	Director	$0	$0	$0
ELISSA SHERMAN	PRESIDENT	40.00	Officer	$238,747	$30,217	$268,964
SARAH LACASSE	VICE PRESIDENT	40.00	Highest	$106,125	$10,986	$117,111

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	$888,654	$790,425	$1,532,379	$98,229
2023	$796,270	$692,145	$1,400,540	$104,125
2022	$787,348	$699,242	$1,183,042	$88,106
2021	$690,533	$596,809	$1,269,614	$93,724
2020	$645,033	$592,853	$1,090,548	$52,180
2019	$742,148	$679,192	$1,056,653	$62,956
2018	$678,486	$647,756	$874,454	$30,730

LEADINGAGE MASSACHUSETTS INC