LEADINGAGE MINNESOTA (EIN 411502223) - 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

1984

Legal Domicile

Principal Officer

KARI THURLOW

Phone

6516454545

Tax Period

2023-01-01 to 2023-12-31

LEADINGAGE MINNESOTA, founded in 1984, is a community nonprofit that reported $5.4M in total revenue in fiscal year 2023. Net assets of $12.5M represent 28 months of operating reserves.

Mission

LEADINGAGE MINNESOTA IS DRIVEN TO TRANSFORM AND ENHANCE THE EXPERIENCE OF AGING.

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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 $453,249

Program Service Revenue $4,494,197

Investment Income $382,087

Other Revenue $31,081

TOTAL REVENUE $5,360,614

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,288,107

Fundraising Expenses $0

Other Expenses $2,527,548

TOTAL EXPENSES $5,815,655

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,360,614	$5,372,647	0.0%
Expenses	$5,815,655	$4,449,122	+0.3%
Net Income	$-455,041	$923,525	-1.5%

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

230

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

$329,841

Total Directors

$329,841

Key Employees

$243,893

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KARI THURLOW	PRESIDENT & CEO	40.00	Officer Director	$261,024	$68,817	$329,841
JERRY CARLEY	CHAIR	1.00	Officer Director	$0	$0	$0
NATHAN JOHNSON	CHAIR-ELECT	1.00	Officer Director	$0	$0	$0
MARK A ANDERSON	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
TRACI LARSON	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
RUBY MCCOY	DISTRICT DIRECTOR	1.00	Director	$0	$0	$0
SHANE ROCHE	DISTRICT DIRECTOR	1.00	Director	$0	$0	$0
KATIE PERRY	DISTRICT DIRECTOR	1.00	Director	$0	$0	$0
SARAH WORK	DISTRICT DIRECTOR	1.00	Director	$0	$0	$0
JASON ANDERSON	DISTRICT DIRECTOR	1.00	Director	$0	$0	$0
TOM NIELSEN	DISTRICT DIRECTOR	1.00	Director	$0	$0	$0
ANNELIESE PETERSON	DISTRICT DIRECTOR	1.00	Director	$0	$0	$0
APRIL COLLMAN	ELECTED DIRECTOR	1.00	Director	$0	$0	$0
ANNETTE GREELY	ELECTED DIRECTOR	1.00	Director	$0	$0	$0
DUSTIN LEE	ELECTED DIRECTOR	1.00	Director	$0	$0	$0
MARK PEDERSON	ELECTED DIRECTOR	1.00	Director	$0	$0	$0
CAMI PETERSON-DEVRIES	ELECTED DIRECTOR	1.00	Director	$0	$0	$0
ANN THOLE	ELECTED DIRECTOR	1.00	Director	$0	$0	$0
KIMBER WRAALSTAD	ELECTED DIRECTOR	1.00	Director	$0	$0	$0
CRAIG ABBOTT	APPOINTED DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
GREG BAUMBERGER	APPOINTED DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
JOSH BERG	APPOINTED DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
MICHELLE HAEFNER	APPOINTED DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
BRENDA JOHNSON	APPOINTED DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
MATHEW KERN	APPOINTED DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
ANNA PETERSMEYER	APPOINTED DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
ERIN SHVETZOFF HENNESSEY	APPOINTED DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
JOHN SONDERGAARD	APPOINTED DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
LORI MEYER	SENIOR VP & COO	40.00	Key Emp	$196,303	$47,590	$243,893
ERIN HUPPERT	VP ADVOCACY	40.00	Highest	$155,465	$43,628	$199,093
MARK SCHULZ	VP POLICY & REG AFFAIRS	40.00	Highest	$134,579	$46,787	$181,366
KARI EVERSON	VP CLINICAL SVCS & NURSE CONSULTANT	40.00	Highest	$134,935	$17,207	$152,142
JULIE APOLD	VP QUALITY & PERFORMANCE	40.00	Highest	$121,435	$38,046	$159,481
ROBERTA GUIDRY	VP ASSISTED LIVING & HOU	40.00	Highest	$123,981	$33,250	$157,231

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	$5,360,614	$5,815,655	$16,341,198	$-455,041
2022	$5,372,647	$4,449,122	$14,201,238	$923,525
2021	$6,123,205	$4,441,629	$15,823,116	$1,681,576
2020	$4,908,005	$3,971,640	$12,395,572	$936,365
2019	$5,135,764	$4,842,630	$9,917,972	$293,134
2018	$4,991,256	$4,617,556	$8,131,750	$373,700

LEADINGAGE MINNESOTA