LEADINGAGE INC (EIN 136213525) - 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

1965

Legal Domicile

Principal Officer

KATRINKA SMITH SLOAN

Phone

2027832242

Tax Period

2023-10-01 to 2024-09-30

LEADINGAGE INC, founded in 1965, is a mid-sized nonprofit in the Housing & Shelter sector that reported $23.9M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $21.5M left a modest 10% surplus.

Mission

TO BE THE TRUSTED VOICE 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 (2023)

Revenue Breakdown

Contributions & Grants $2,772,805

Program Service Revenue $18,465,406

Investment Income $1,515,784

Other Revenue $1,102,489

TOTAL REVENUE $23,856,484

Expense Breakdown

Grants Paid $57,500

Salaries & Benefits $12,696,876

Fundraising Expenses $0

Program Expenses $16,973,073

Other Expenses $8,775,964

TOTAL EXPENSES $21,530,340

Year-over-Year Comparison

	2023	2022	Change
Revenue	$23,856,484	$20,161,131	+0.2%
Expenses	$21,530,340	$22,532,897	0.0%
Net Income	$2,326,144	$-2,371,766	-2.0%

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

$1,154,294

Total Directors

Key Employees

$2,355,999

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERTO MUNIZ	CHAIR-ELECT - UNTIL 12/23, CHAIR	4.00	Officer Director	$0	$0	$0
MICHAEL KING CHAIR	UNTIL 12/23, IMMEDIATE PAST CHAIR	4.00	Officer Director	$0	$0	$0
CAROL SILVER ELLIOTT	IMMEDIATE PAST CHAIR - UNTIL 12/23	4.00	Officer Director	$0	$0	$0
CHRISTIE HINRICHS	MEMBER - UNTIL 12/23, CHAIR-ELECT	2.00	Director	$0	$0	$0
TERRI CUNLIFFE	SECRETARY	4.00	Officer Director	$0	$0	$0
WALTER RAMOS	TREASURER	4.00	Officer Director	$0	$0	$0
MARK ANDERSON	MEMBER	2.00	Director	$0	$0	$0
STEVE BAHMER	MEMBER - UNTIL 12/23	2.00	Director	$0	$0	$0
DEKE CATEAU	MEMBER	2.00	Director	$0	$0	$0
KEN DANIEL	MEMBER	2.00	Director	$0	$0	$0
COLLEEN FRANKENFIELD	MEMBER	2.00	Director	$0	$0	$0
LAURENCE GUMINA	MEMBER	2.00	Director	$0	$0	$0
LISA HENDERSON	MEMBER	2.00	Director	$0	$0	$0
TODD MURCH	MEMBER - UNTIL 12/23	2.00	Director	$0	$0	$0
URSULA ROBINSON	MEMBER	2.00	Director	$0	$0	$0
KATE ROLF	MEMBER	2.00	Director	$0	$0	$0
JOSEPH SCOPELLITI	MEMBER	2.00	Director	$0	$0	$0
BARBARA SULLIVAN	MEMBER	2.00	Director	$0	$0	$0
ERICA THRASH-SALL	MEMBER	2.00	Director	$0	$0	$0
JUSTINE VOGEL	MEMBER	2.00	Director	$0	$0	$0
DANNY WILLIAMS	MEMBER	2.00	Director	$0	$0	$0
KATRINKA SMITH-SLOAN	PRESIDENT AND CEO	37.50	Officer	$494,527	$77,334	$571,861
JAMES BURTON HUDSON	CHIEF OPERATING OFFICER	37.50	Officer	$287,279	$83,362	$370,641
MICHAEL AMERMAN	VP, FINANCE	37.50	Officer	$196,761	$15,031	$211,792
ROBYN I STONE	SVP, RESEARCH/CO-DIR, LTSS CENTER	37.50	Key Emp	$362,677	$61,744	$424,421
RUTH KATZ	SVP, PUBLIC POLICY & ADVOCACY	37.50	Key Emp	$323,266	$49,689	$372,955
SUSAN DONLEY	SVP, MARKETING & COMMUNICATIONS	37.50	Key Emp	$246,068	$44,100	$290,168
JULIETA HOLGUIN	SVP, KNOWLEDGE AND LEARNING	37.50	Key Emp	$242,551	$42,952	$285,503
SHARON C SULLIVAN	VP, HEAD OF CONF SERV & BRAND EXP	37.50	Key Emp	$233,988	$30,601	$264,589
ADRIENNE L POWER-RUFFIN	VP, HEAD OF LTSS STRAT INITIAT & OPS	37.50	Key Emp	$225,800	$31,722	$257,522
MARGARET A WANCA-DANIELS	VP, HEAD OF BUSINESS DEVELOPMENT	37.50	Key Emp	$195,236	$48,238	$243,474
NANCY HOOKS	SVP, MEMBER & STATE PARTNERSHIPS	37.50	Key Emp	$199,020	$18,347	$217,367
NICOLE FALLON	VP, HEALTH POLICY & INTEGRATED SVCS	37.50	Highest	$202,579	$43,810	$246,389
JANINE FINCK-BOYLE	VP, REGULATORY AFFAIRS	37.50	Highest	$219,549	$21,107	$240,656
LINDA COUCH	VP, HOUSING POLICY	37.50	Highest	$220,249	$18,367	$238,616
AMANDA MARR	VP, MEMBER EXPERIENCE	37.50	Highest	$181,365	$27,398	$208,763
JONATHAN LIPS	VP, LEGAL AFFAIRS	37.50	Highest	$172,642	$7,198	$179,840

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	$23,856,484	$21,530,340	$34,258,423	$2,326,144
2023	$20,161,131	$22,532,897	$31,293,776	$-2,371,766
2022	$22,887,231	$22,446,770	$34,635,411	$440,461
2021	$17,783,069	$19,719,541	$34,986,280	$-1,936,472
2020	$22,225,086	$21,954,565	$34,132,950	$270,521
2019	$21,543,947	$21,499,507	$37,732,408	$44,440
2018	$24,263,499	$21,192,412	$39,365,721	$3,071,087

LEADINGAGE INC