LEADINGAGE WISCONSIN INC (EIN 391174667) - 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

1960

Legal Domicile

Principal Officer

LISA DAVIDSON

Phone

6082557060

Tax Period

2023-07-01 to 2024-06-30

LEADINGAGE WISCONSIN INC, founded in 1960, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2023.

Mission

TO PROMOTE THE NEEDS OF AGING SERVICES PROVIDERS FOR THE PEOPLE OF THE STATE OF WISCONSIN.

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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 $0

Program Service Revenue $1,712,905

Investment Income $117,288

Other Revenue $135,778

TOTAL REVENUE $1,965,971

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,205,765

Fundraising Expenses $0

Other Expenses $875,598

TOTAL EXPENSES $2,081,363

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,965,971	$2,032,113	0.0%
Expenses	$2,081,363	$2,039,736	+0.0%
Net Income	$-115,392	$-7,623	+14.1%

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

$682,450

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM CONROY	CHAIR	1.00	Officer Director	$0	$0	$0
MICHELLE GODFREY	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
KRIS KRENTZ	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
PAMELA KLINGFUS	VICE CHAIR OF OPERATIONS	1.00	Officer Director	$0	$0	$0
MARISSA JANKE	SECRETARY (THRU MAY 2024)	1.00	Officer Director	$0	$0	$0
TERESA GATTO	SECRETARY	1.00	Officer Director	$0	$0	$0
PAUL TREFFERT	TREASURER (TERMED)	1.00	Officer Director	$0	$0	$0
LYNDA BOGDALA	TREASURER	1.00	Officer Director	$0	$0	$0
NICOLE PRETRE	LEADINGAGE LIAISON	1.00	Officer Director	$0	$0	$0
MICHAEL SCHANKE	SUBSCRIBER ADV. (THRU MAY 2024)	1.00	Director	$0	$0	$0
NIKKI SCHINGICK	SUBSCRIBER ADVISOR	1.00	Director	$0	$0	$0
JEN BRIESKE	DIRECTOR	1.00	Director	$0	$0	$0
JACKIE CARLEY	DIRECTOR	1.00	Director	$0	$0	$0
KATHY CAVERS	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE CHEDID	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN CIESLEWICZ	DIRECTOR	1.00	Director	$0	$0	$0
KAYLA CLINTON	DIRECTOR	1.00	Director	$0	$0	$0
AMY DUHR	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN FEIRTAG	DIRECTOR	1.00	Director	$0	$0	$0
KIM GOCHANOUR	DIRECTOR	1.00	Director	$0	$0	$0
TYLER GUDEX	DIRECTOR	1.00	Director	$0	$0	$0
SANDRA HACKENMUELLER	DIRECTOR	1.00	Director	$0	$0	$0
CARMEN MEYER	DIRECTOR	1.00	Director	$0	$0	$0
MARK RADMER	DIRECTOR	1.00	Director	$0	$0	$0
RON SCHAETZL	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK SENZIG	DIRECTOR	1.00	Director	$0	$0	$0
FRANK SOLTYS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN SAUER	PRESIDENT/CEO (THRU DEC 2023)	40.00	Officer	$270,227	$42,536	$312,763
JIM ORHEIM	PRESIDENT/CEO (THRU OCT 2023)	40.00	Officer	$186,606	$35,230	$221,836
RENE EASTMAN	VP FINANCIAL & REGULATORY	40.00	Officer	$134,065	$13,786	$147,851
KATHRYN BROD	INTERIM CEO (FROM DEC 2023)	1.00	Officer	$0	$0	$0
MATTHEW BERG	LEADINGCHOICE NETWORK CEO	1.00	Highest	$172,007	$15,332	$187,339
JANICE MASHAK	VP MEMBER SERVICES & INNOVATION	40.00	Highest	$163,466	$15,778	$179,244
DENISE MAY	VP BUSINESS DEVELOPMENT	40.00	Highest	$123,182	$24,547	$147,729
ROBIN WOLZENBURG	VP CLINICAL & REGULATORY	40.00	Highest	$101,985	$13,080	$115,065

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	No data	No data	No data	No data
2024	$1,965,971	$2,081,363	$2,968,021	$-115,392
2023	$2,032,113	$2,039,736	$2,886,031	$-7,623
2022	$1,916,439	$1,878,091	$3,440,364	$38,348
2021	$1,874,692	$1,777,479	$3,208,142	$97,213
2020	$1,929,857	$1,860,591	$2,564,254	$69,266
2019	$2,143,899	$2,017,845	$2,575,767	$126,054

LEADINGAGE WISCONSIN INC