LEADINGAGE IOWA FKA IOWA ASSOCIATION OF HOMES & SERVICES FOR THE AGING (EIN 237345539) - 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

1964

Legal Domicile

Principal Officer

ANGELA SCHNEPF

Phone

6303256170

Tax Period

2024-01-01 to 2024-12-31

LEADINGAGE IOWA FKA IOWA ASSOCIATION OF HOMES & SERVICES FOR THE AGING, founded in 1964, is a small nonprofit that reported $927K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year.

Mission

THE VOICE, SUPPORT, AND CONNECTOR FOR NON-PROFIT MEMBERS AND THE PEOPLE THEY SERVE.

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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 $358,456

Program Service Revenue $477,692

Investment Income $34,078

Other Revenue $56,546

TOTAL REVENUE $926,772

Expense Breakdown

Grants Paid $39,781

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,014,787

Other Expenses $975,006

TOTAL EXPENSES $1,014,787

Year-over-Year Comparison

	2024	2023	Change
Revenue	$926,772	$1,137,987	-0.2%
Expenses	$1,014,787	$1,136,520	-0.1%
Net Income	$-88,015	$1,467	-61.0%

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

N/A

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

$220,970

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE KAMINSKI	CHAIR	2.00	Director	$0	$0	$0
PAULA GEISE	CHAIR ELECT	2.00	Director	$0	$0	$0
ADAM BRADEN	SECRETARY	2.00	Director	$0	$0	$0
KALLEEN ENGELS	TREASURER	2.00	Director	$0	$0	$0
KIM BERGEN-JACKSON	PAST CHAIR	2.00	Director	$0	$0	$0
AMBER JEDLICKA	DIRECTOR	2.00	Director	$0	$0	$0
CALVIN DIEKMANN	DIRECTOR	2.00	Director	$0	$0	$0
ERIN DRAHOTA	DIRECTOR	2.00	Director	$0	$0	$0
LISA GATES	DIRECTOR	2.00	Director	$0	$0	$0
MARK HUDSON	DIRECTOR	2.00	Director	$0	$0	$0
MELISSA GANNON	DIRECTOR	2.00	Director	$0	$0	$0
MINDI BAKER	DIRECTOR	2.00	Director	$0	$0	$0
PAT STILWILL	DIRECTOR	2.00	Director	$0	$0	$0
SAMANTHA ROTH	DIRECTOR	2.00	Director	$0	$0	$0
STEPHANIE PROPER	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN WESTMARK	DIRECTOR	2.00	Director	$0	$0	$0
SHANNON STRICKLER	PRESIDENT/CEO	40.00	Officer	$0	$14,266	$220,970
KELLIE VAN REE	DIRECTOR OF CLINICAL SERVICES	40.00	Highest	$0	$4,581	$109,789

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	$926,772	$1,014,787	No data	$-88,015
2023	$1,137,987	$1,136,520	$2,252,777	$1,467
2022	$1,156,975	$1,130,087	$2,248,165	$26,888
2021	$1,142,447	$898,355	$2,262,246	$244,092
2020	$954,577	$923,681	$1,959,560	$30,896
2019	$1,256,265	$1,070,435	$1,981,099	$185,830

LEADINGAGE IOWA FKA IOWA ASSOCIATION OF HOMES & SERVICES FOR THE AGING