LEADINGAGE TEXAS (EIN 237032760) - 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

1968

Legal Domicile

Phone

5124672242

Tax Period

2024-01-01 to 2024-12-31

LEADINGAGE TEXAS, founded in 1968, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $1.8M 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.

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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 $1,471,464

Investment Income $36,087

Other Revenue $447,585

TOTAL REVENUE $1,955,136

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,152,691

Fundraising Expenses $0

Other Expenses $686,413

TOTAL EXPENSES $1,839,104

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,955,136	$2,232,247	-0.1%
Expenses	$1,839,104	$1,824,686	+0.0%
Net Income	$116,032	$407,561	-0.7%

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

$318,583

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHERYL HARDING	CHAIR	5.00	Officer Director	$0	$0	$0
WENDY CARPENTER	CHAIR ELECT	5.00	Officer Director	$0	$0	$0
NICOLE GANN	TREASURER	5.00	Officer Director	$0	$0	$0
TIM MALLAD	SECRETARY	5.00	Officer Director	$0	$0	$0
RODNEY RUETER	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
ALAN BROWN	DIRECTOR	5.00	Director	$0	$0	$0
RHONDA BYERS	SPECIAL ADVISOR	5.00	Director	$0	$0	$0
PETER DREW	DIRECTOR	5.00	Director	$0	$0	$0
PHILIP JACOB	DIRECTOR	5.00	Director	$0	$0	$0
DARRELL JONES	DIRECTOR	5.00	Director	$0	$0	$0
STEPHEN NELSON	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
MELISSA ORTH	DIRECTOR	5.00	Director	$0	$0	$0
PAMELA RODDY	DIRECTOR	5.00	Director	$0	$0	$0
KATHARYN WIEGAND	DIRECTOR	5.00	Director	$0	$0	$0
GEORGE LINIAL	PRESIDENT	40.00	Officer	$280,290	$38,293	$318,583

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	$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

LEADINGAGE TEXAS