LEADINGAGE MISSOURI

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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

1969

Legal Domicile

Principal Officer

WILLIAM BATES

Phone

5736356244

Tax Period

2024-07-01 to 2025-06-30

LEADINGAGE MISSOURI, founded in 1969, is a small nonprofit that reported $767K in total revenue in fiscal year 2024.

Mission

BE THE TRUSTED VOICE FOR AGING IN MISSOURI BY DELIVERING EXCELLENT ADVOCACY, EDUCATION, AND SERVICES THAT ADVANCE OUR MEMBERS' MISSIONS.

Program Service Accomplishments

Program 1

EDUCATION - INCLUDES ALL SEMINARS, CONFERENCES, AND JOINT EVENTS.

Program 2

MEMBERSHIP SERVICES - CERTIFICATIONS, ADVERTISING, GROUP PURCHASING AND PUBLICATIONS.

Program 3

PUBLIC POLICY - ADVOCATING FOR PUBLIC POLICIES THAT SAFEGUARD THE LONG-TERM CARE INDUSTRY AND PROVIDE LEGISLATIVE UPDATES AND BRIEFS.

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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 $26,650

Program Service Revenue $717,653

Investment Income $6,158

Other Revenue $16,860

TOTAL REVENUE $767,321

Expense Breakdown

Grants Paid $0

Salaries & Benefits $322,386

Fundraising Expenses $0

Other Expenses $476,821

TOTAL EXPENSES $799,207

Year-over-Year Comparison

	2024	2023	Change
Revenue	$767,321	$718,164	+0.1%
Expenses	$799,207	$824,336	0.0%
Net Income	$-31,886	$-106,172	-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

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

$258,074

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM BATES	CEO	45.00	Officer	$150,751	$18,108	$168,859
REBEKAH LUCAS	EXECUTIVE DI	40.00	Officer	$81,597	$7,618	$89,215
ADAM MARLES	CHAIRMAN	1.00	Officer Director	$0	$0	$0
ANTHONY COLUMBATTO	PAST CHAIR	1.00	Officer Director	$0	$0	$0
CARMEN FRONCZAK	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
BILL HOLMAN	TREASURER	1.00	Officer Director	$0	$0	$0
KIEL PEREGRIN	SECRETARY	1.00	Officer Director	$0	$0	$0
AMBER BARDON	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA CAMBRIA	BOARD MEMBER	1.00	Director	$0	$0	$0
LOUIS COLLIER	BOARD MEMBER	1.00	Director	$0	$0	$0
RODNEY HARRISON	BOARD MEMBER	1.00	Director	$0	$0	$0
KERRI LAUTERBACH	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE MINCKS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES MOORE	BOARD MEMBER	1.00	Director	$0	$0	$0
JIMMY WILFERTH	BOARD MEMBER	1.00	Director	$0	$0	$0

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	$767,321	$799,207	$542,857	$-31,886
2024	$718,164	$824,336	$587,366	$-106,172
2023	$715,628	$720,736	$693,088	$-5,108
2022	$698,867	$666,750	$747,285	$32,117
2021	$714,711	$640,135	$702,931	$74,576
2020	$749,089	$738,337	$627,179	$10,752