LEADINGAGE CALIFORNIA (EIN 352509858) - 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

2014

Legal Domicile

Principal Officer

JEANNEE PARKER MARTIN

Phone

9163925111

Tax Period

2023-01-01 to 2023-12-31

LEADINGAGE CALIFORNIA, founded in 2014, is a community nonprofit in the Employment sector that reported $4.2M in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $3.8M left a modest 8% surplus.

Mission

TO ADVANCE HOUSING, CARE AND SERVICES FOR OLDER ADULTS.

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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 $138,292

Program Service Revenue $2,497,721

Investment Income $241,683

Other Revenue $1,303,874

TOTAL REVENUE $4,181,570

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,211,472

Fundraising Expenses $0

Other Expenses $1,632,446

TOTAL EXPENSES $3,843,918

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,181,570	$3,264,349	+0.3%
Expenses	$3,843,918	$3,255,009	+0.2%
Net Income	$337,652	$9,340	+35.2%

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

$690,805

Total Directors

$486,483

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEANNEE PARKER MARTIN	PRESIDENT/CEO & DIRECTOR	20.00	Officer Director	$454,141	$32,342	$486,483
LISA MCCARGAR	CFO - HIRE DATE 5/16/2023	28.00	Officer	$126,115	$7,678	$133,793
CARLOS ENRIQUE MONTERO	CFO - TERM ENDED 3/31/2023	28.00	Officer	$65,337	$5,192	$70,529
VALERIE SHEEHAN	PRESIDENT & CEO, CALPACE	40.00	Highest	$217,174	$19,076	$236,250
SOUA VANG	CHIEF EDUCATION & MARKETING OFFICER	20.00	Highest	$192,695	$11,406	$204,101
AMBER KING	VP - LEGISLATIVE AFFAIRS	40.00	Highest	$159,859	$18,541	$178,400
SHANNON MCLOUGHLIN	SENIOR EXECUTIVE ASSISTANT	40.00	Highest	$113,112	$34,699	$147,811
JENNIFER BLANKENSHIP	CHIEF OPERATING OFFICER - CALPACE	40.00	Highest	$139,223	$5,432	$144,655
SHERI PEIFER	CHAIR	0.50	Officer Director	$0	$0	$0
STUART HARTMAN	CHAIR ELECT	0.50	Officer Director	$0	$0	$0
JASMINE BORREGO	IMMEDIATE PAST CHAIR	0.50	Officer Director	$0	$0	$0
DEBORAH HERBERT	VICE CHAIR & TREASURER	0.50	Officer Director	$0	$0	$0
TOM BRIODY	SECRETARY	0.50	Officer Director	$0	$0	$0
ANGELIQUE D'SILVA WILLIAMS	REGIONAL REPRESENTATIVE	0.50	Director	$0	$0	$0
CHRIS ICHIEN	REGIONAL REPRESENTATIVE	0.50	Director	$0	$0	$0
DAVID STIENSTRA	REGIONAL REPRESENTATIVE	0.50	Director	$0	$0	$0
GINNA BAIK	DIRECTOR AT LARGE/STRATEGIC	0.50	Director	$0	$0	$0
JIM HIGBEE	REGIONAL REPRESENTATIVE	0.50	Director	$0	$0	$0
KENDRA ROBERTS	DIRECTOR AT LARGE/REGIONAL REPRESENTATIVE	0.50	Director	$0	$0	$0
KEVIN BURKE	REGIONAL REPRESENTATIVE	0.50	Director	$0	$0	$0
KIM DOMINY	DIRECTOR AT LARGE/REGIONAL REPRESENTATIVE	0.50	Director	$0	$0	$0
MELINDA FORNEY	REGIONAL REPRESENTATIVE	0.50	Director	$0	$0	$0
PATRICIA WILLIAMS	DIRECTOR AT LARGE	0.50	Director	$0	$0	$0
PETER SPENCER	DIRECTOR AT LARGE - RESIDENT	0.50	Director	$0	$0	$0
RONALD BOLDING	DIRECTOR AT LARGE	0.50	Director	$0	$0	$0
TUAN NGUYEN	BUSINESS PARTNER DIRECTOR AT LARGE	0.50	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
2024	No data	No data	No data	No data
2023	$4,181,570	$3,843,918	$4,592,631	$337,652
2022	$3,264,349	$3,255,009	$4,651,348	$9,340
2021	$3,205,170	$2,718,038	$6,037,011	$487,132
2020	$3,093,250	$2,919,072	$5,145,767	$174,178
2019	$2,594,605	$2,049,417	$4,737,234	$545,188
2018	$2,396,699	$1,788,402	$3,376,174	$608,297

LEADINGAGE CALIFORNIA