LEADINGAGE FLORIDA INC D/B/A LEADINGAGE SOUTHEAST (EIN 384134079) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2019

Legal Domicile

Principal Officer

STEVE BAHMER

Phone

8506713700

Tax Period

2023-12-01 to 2024-11-30

LEADINGAGE FLORIDA INC D/B/A LEADINGAGE SOUTHEAST, founded in 2019, is a community nonprofit that reported $3.0M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

TO REPRESENT AND PROMOTE THE COMMON INTEREST OF FLORIDA'S CONTINUING CARE/LIFE PLAN RETIREMENT COMMUNITIES, SENIOR LOW INCOME AFFORDABLE HOUSING, ASSISTED LIVING FACILITIES, NURSING HOME COMMUNITIES, AND HOME AND COMMUNITY-BASED SERVICE PROVIDERS; TO ACT AS A CLEARINGHOUSE FOR INFORMATION ABOUT THEIR PROGRAMS AND ADVOCATE ON THEIR BEHALF.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,520,136

Investment Income $339

Other Revenue $451,505

TOTAL REVENUE $2,971,980

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,921,932

Fundraising Expenses $0

Other Expenses $1,146,994

TOTAL EXPENSES $3,068,926

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,971,980	$2,694,381	+0.1%
Expenses	$3,068,926	$2,880,066	+0.1%
Net Income	$-96,946	$-185,685	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$584,676

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERELYN HICKS	TRUSTEE	0.16	Director	$0	$0	$0
RACHEL BLUMBERG	TRUSTEE	0.64	Director	$0	$0	$0
BRAD BODIE	TRUSTEE	0.28	Director	$0	$0	$0
ALEX MALIWACKI	TRUSTEE	0.48	Director	$0	$0	$0
KENDALL BRYAN	TRUSTEE	0.24	Director	$0	$0	$0
RICK OROS	TRUSTEE	0.16	Director	$0	$0	$0
TERRY ROGERS	TRUSTEE	0.20	Director	$0	$0	$0
ANGELA ROHER	TRUSTEE	0.48	Director	$0	$0	$0
JAY SOLOMON	TRUSTEE	0.16	Director	$0	$0	$0
JENNIFER STEVENS	TRUSTEE	0.20	Director	$0	$0	$0
SUSAN GEORGE	TRUSTEE	0.28	Director	$0	$0	$0
TY MORGAN	TRUSTEE	0.08	Director	$0	$0	$0
SCOTT CRABTREE	TRUSTEE	0.20	Director	$0	$0	$0
STEVE BAHMER	PRESIDENT/CEO	40.00	Officer	$372,318	$40,643	$412,961
GARRY HENNIS	CHAIR	1.12	Officer	$0	$0	$0
TROY CHURCHILL	CCRC PUBLIC POLICY CHAIR 07/01-11/30	0.24	Officer	$0	$0	$0
BRUCE JONES	IMMEDIATE PAST CHAIR	0.40	Officer	$0	$0	$0
STEVE KRAMER	TREASURER	0.40	Officer	$0	$0	$0
BROOKE MCLEAN	ALF/HCBS CHAIR	0.56	Officer	$0	$0	$0
MAURI MIZRAHI	NURSING HOME CHAIR	0.32	Officer	$0	$0	$0
DAWN JIMENEZ	VICE PRESIDENT, OPERATIONS	40.00	Officer	$153,880	$17,835	$171,715
TERESA SCOTT	CHAIR-ELECT	0.48	Officer	$0	$0	$0
JANET STRINGFELLOW	SECRETARY	0.44	Officer	$0	$0	$0
CHRISTOPHER TOMLIN	AFFORDABLE HOUSING POLICY	0.48	Officer	$0	$0	$0
SCOTT CAIRNS	CCRC PUBLIC POLICY CHAIR 12/01-6/30	0.16	Officer	$0	$0	$0
LISA JENSEN	HIGHLY COMPENSATED EMPLOYE	40.00	Highest	$122,256	$19,559	$141,815
SUSAN LANGSTON	HIGHLY COMPENSATED EMPLOYE	40.00	Highest	$135,876	$27,826	$163,702
PEDRO BERNAL	VALUE FIRST SE REGIONAL MA	40.00	Highest	$136,685	$38,681	$175,366

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	$2,971,980	$3,068,926	$350,108	$-96,946
2023	$2,694,381	$2,880,066	$335,281	$-185,685
2022	$2,476,406	$2,566,066	$424,697	$-89,660
2021	$2,561,420	$2,491,924	$369,204	$69,496

LEADINGAGE FLORIDA INC D/B/A LEADINGAGE SOUTHEAST