LEADINGAGE TEXAS

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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

1968

Legal Domicile

Phone

5124672242

Tax Period

2025-01-01 to 2025-12-31

LEADINGAGE TEXAS, founded in 1968, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2025. Expenses of $2.0M left a modest 6% surplus.

Mission

LEADINGAGE TEXAS LEADS NOT-FOR-PROFIT MEMBERS IN THEIR EFFORTS TO BETTER SERVE SENIORS THROUGH COLLABORATION IN ADVOCACY, NETWORKING, SERVICES AND EDUCATION

Program Service Accomplishments

Program 1

MEMBER NEWSBRIEFS PROVIDE UPDATES ON CURRENT TOPICS AND MATTERS AFFECTING THE MEMBERSHIP.

Program 2

ANNUAL CONVENTION AND TRADE SHOW SERVES THE NEEDS OF THE MEMBER HOMES WITH WORKSHOPS AND SEMINARS.

Program 3

MEETINGS OF THE BOARD OF DIRECTORS AND VARIOUS COMMITTEES RELATED TO THE LONG-TERM CARE INDUSTRY AND ITS CONSTITUENTS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $535

Program Service Revenue $1,455,017

Investment Income $150,120

Other Revenue $475,068

TOTAL REVENUE $2,080,740

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,255,296

Fundraising Expenses $0

Other Expenses $696,284

TOTAL EXPENSES $1,951,580

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,080,740	$1,955,136	+0.1%
Expenses	$1,951,580	$1,839,104	+0.1%
Net Income	$129,160	$116,032	+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

150

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

$257,730

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WENDY CARPENTER	CHAIR	5.00	Officer Director	$0	$0	$0
NICOLE GANN	CHAIR ELECT	5.00	Officer Director	$0	$0	$0
TIM MALLAD	TREASURER	5.00	Officer Director	$0	$0	$0
STEPHEN NELSON	SECRETARY	5.00	Officer Director	$0	$0	$0
CHERYL HARDING	PAST CHAIR	5.00	Officer Director	$0	$0	$0
LANCE ALLEN	DIRECTOR	5.00	Director	$0	$0	$0
KRIS AWTREY	DIRECTOR	5.00	Director	$0	$0	$0
CHARLES BORST	DIRECTOR	5.00	Director	$0	$0	$0
ALAN BROWN	DIRECTOR	5.00	Director	$0	$0	$0
RHONDA BYERS	DIRECTOR	5.00	Director	$0	$0	$0
PETER DREW	DIRECTOR	5.00	Director	$0	$0	$0
PHIL JACOB	DIRECTOR	5.00	Director	$0	$0	$0
DARRELL JONES	DIRECTOR	5.00	Director	$0	$0	$0
CHRISTINE NGUYEN	DIRECTOR	5.00	Director	$0	$0	$0
MICHAEL OLMSTEAD	DIRECTOR	5.00	Director	$0	$0	$0
PAMELA RODDY	DIRECTOR	5.00	Director	$0	$0	$0
GEORGE LINIAL	PRESIDENT	40.00	Officer	$219,678	$38,052	$257,730

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
2025	$2,080,740	$1,951,580	$5,652,767	$129,160
2024	$1,955,136	$1,839,104	$5,225,119	$116,032
2023	$2,232,247	$1,824,686	$4,900,286	$407,561
2022	$2,067,667	$1,642,627	$4,243,610	$425,040
2021	$1,812,617	$1,484,580	$4,028,288	$328,037
2020	$1,670,765	$1,447,018	$3,407,772	$223,747
2019	$1,856,404	$1,631,812	$3,237,851	$224,592