LeadingAge Georgia Inc (EIN 581280307) - 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

1973

Legal Domicile

Principal Officer

Virginia Helms

Phone

4046944200

Tax Period

2024-01-01 to 2024-12-31

LeadingAge Georgia Inc, founded in 1973, is a small nonprofit in the Education sector that reported $426K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year.

Mission

The statewide association of not-for-profit and other mission-driven organizations dedicated to providing quality housing, health care, community based and other related services for older Georgians. The mission of the association is to represent and promote

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $209,498

Program Service Revenue $200,000

Investment Income $0

Other Revenue $17,001

TOTAL REVENUE $426,499

Expense Breakdown

Grants Paid $0

Salaries & Benefits $379,481

Fundraising Expenses $0

Program Expenses $440,331

Other Expenses $74,306

TOTAL EXPENSES $453,787

Year-over-Year Comparison

	2024	2023	Change
Revenue	$426,499	$463,457	-0.1%
Expenses	$453,787	$450,420	+0.0%
Net Income	$-27,288	$13,037	-3.1%

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

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

$155,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Keith Wilson	Director	1.00	Officer Director	$0	$0	$0
Dorothy Davis	Chair Elect	1.00	Director	$0	$0	$0
Gwen Hardy	Director	1.00	Director	$0	$0	$0
Virginia Helms	President	14.00	Officer	$155,000	$0	$155,000
Andy Landrum	Director	1.00	Director	$0	$0	$0
Karen Winston	Director	1.00	Director	$0	$0	$0
Felicia Sveda	Director	1.00	Director	$0	$0	$0
Kyle Huhtanen	Director	1.00	Director	$0	$0	$0
David Brooks	Director	1.00	Director	$0	$0	$0
Maria Manahan	Treasurer	1.00	Director	$0	$0	$0
Dawn Dunbar	Secretary	1.00	Officer	$0	$0	$0
Julie Parker	Director	1.00	Director	$0	$0	$0
Terry Barcroft	Chair	1.00	Officer	$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	$426,499	$453,787	$101,854	$-27,288
2023	$463,457	$450,420	$126,888	$13,037
2022	$426,226	$438,494	$106,519	$-12,268
2021	$443,561	$449,833	$117,573	$-6,272
2020	$463,304	$441,046	$119,655	$22,258
2019	$441,558	$458,025	$107,309	$-16,467
2018	$417,040	$446,956	$106,689	$-29,916

LeadingAge Georgia Inc