LEADINGAGE OKLAHOMA (EIN 731485932) - 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

1995

Legal Domicile

Principal Officer

CLAIRE DOWERS-NICHOLS

Phone

4056408040

Tax Period

2023-01-01 to 2023-12-31

LEADINGAGE OKLAHOMA, founded in 1995, is a small nonprofit that reported $615K in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum. Expenses of $700K exceeded revenue, resulting in a 14% operating deficit.

Mission

TRADE ASSOCIATION OF HOMES AND SERVICES FOR THE 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 $0

Program Service Revenue $519,367

Investment Income $0

Other Revenue $95,993

TOTAL REVENUE $615,360

Expense Breakdown

Grants Paid $0

Salaries & Benefits $338,779

Fundraising Expenses $0

Other Expenses $361,300

TOTAL EXPENSES $700,079

Year-over-Year Comparison

	2023	2022	Change
Revenue	$615,360	$438,855	+0.4%
Expenses	$700,079	$417,370	+0.7%
Net Income	$-84,719	$21,485	-4.9%

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

$95,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERYL KENIMER	PRESIDENT	5.00	Officer Director	$0	$0	$0
GARRETT LEE	INCOMING PRESIDENT	5.00	Officer Director	$0	$0	$0
ELIZABETH SKULSKI	SECRETARY	5.00	Officer Director	$0	$0	$0
STEVEN WALKINGSTICK	TREASURER	5.00	Officer Director	$0	$0	$0
DON BLOSE	PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
JOHN WILSON	DIRECTOR	1.00	Director	$0	$0	$0
TOM GORMAN	DIRECTOR	1.00	Director	$0	$0	$0
JIM JAKUBOVITZ	DIRECTOR	1.00	Director	$0	$0	$0
MIKE FOGLE	DIRECTOR	1.00	Director	$0	$0	$0
KRISTI R COLCLASURE	EXECUTIVE DIRECTOR	40.00	Officer	$95,000	$0	$95,000

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	$615,360	$700,079	$278,168	$-84,719
2022	$508,020	$607,139	$362,888	$-99,119
2021	$438,855	$417,370	$462,007	$21,485
2020	$466,455	$458,625	$440,707	$7,830
2019	$563,323	$544,384	$432,877	$18,939
2018	$715,626	$675,047	$405,095	$40,579

LEADINGAGE OKLAHOMA