LEADINGAGE PA (EIN 812276039) - 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

2016

Legal Domicile

Principal Officer

GARRY PEZZANO

Phone

7177635724

Tax Period

2023-01-01 to 2023-12-31

LEADINGAGE PA, founded in 2016, is a community nonprofit in the Community Improvement sector that reported $3.6M in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Expenses of $3.4M left a modest 6% surplus.

Mission

LEADINGAGE PA IS A TRADE ASSOCIATION REPRESENTING MEMBERS CONSISTING PRIMARILY OF NOT-FOR-PROFIT ORGANIZATIONS THAT PROVIDE HOUSING, HEALTHCARE, HOME AND COMMUNITY-BASED SERVICES, AND RELATED GOODS AND SERVICES TO OLDER ADULTS IN PENNSYLVANIA.

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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 $2,615,895

Investment Income $143,341

Other Revenue $850,072

TOTAL REVENUE $3,609,308

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,242,721

Fundraising Expenses $0

Other Expenses $1,134,384

TOTAL EXPENSES $3,377,105

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,609,308	$4,009,632	-0.1%
Expenses	$3,377,105	$3,133,010	+0.1%
Net Income	$232,203	$876,622	-0.7%

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

$486,581

Total Directors

Key Employees

$193,342

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARRY PEZZANO	PRESIDENT/CEO	36.50	Officer	$298,373	$40,683	$339,056
CHARLES QUINNAN	SVP & CHIEF GOV'T AFFAIRS	36.50	Key Emp	$167,040	$26,302	$193,342
RANDY SHAEFFER	SVP OF FINANCE & ADMIN-LEFT SEP-23	34.50	Officer	$122,102	$25,423	$147,525
MARIANNE LAKE	SR. VP OF EDUCATION & RESEARCH	1.00	Highest	$113,562	$22,281	$135,843
NATALIE MACDONALD	STRATEGY OFFICE	35.50	Highest	$111,297	$25,169	$136,466
VICKI LOUCKS	CHAIR	2.00	Officer Director	$0	$0	$0
BILL KINGSBURY	CHAIR-ELECT	2.00	Officer Director	$0	$0	$0
DEBRA LARKIN	SECRETARY	2.00	Officer Director	$0	$0	$0
JAMES PIEFFER	IMMEDIATE PAST CHAIR	2.00	Officer Director	$0	$0	$0
JEREMY NEELY	IMMEDIATE PAST CHAIR-LEFT JUN-23	2.00	Officer Director	$0	$0	$0
CHRIS WRIGHT	TREASURER	2.00	Officer Director	$0	$0	$0
LAJEUNE ADAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
DIANE BURFEINDT	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANK DERMODY	BOARD MEMBER	1.00	Director	$0	$0	$0
LORA GOMBOC	BOARD MEMBER	1.00	Director	$0	$0	$0
KATIE GRIFFITH	BOARD MEMBER	1.00	Director	$0	$0	$0
JARROD LEO	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN LEVESQUE	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROL MCKINLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY KAY MCMAHON	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT STEVENSON	BOARD MEMBER	1.00	Director	$0	$0	$0
LEN WEISER	BOARD MEMBER	1.00	Director	$0	$0	$0
REBECCA YOUNG	BOARD MEMBER	1.00	Director	$0	$0	$0
AARON PRAZETZLE	BOARD MEMBER- AS OF JUN-23	1.00	Director	$0	$0	$0
ERIC YOEGEL	BOARD MEMBER- AS OF JUN-23	1.00	Director	$0	$0	$0
JACKIE DUNBAR-JACOB	BOARD MEMBER - AS OF JUN-23	1.00	Director	$0	$0	$0
MARK IRWIN	BOARD MEMBER - AS OF JUN-23	1.00	Director	$0	$0	$0
JENNIFER SCHWALM	BOARD MEMBER - AS OF JUN-23	1.00	Director	$0	$0	$0
ALLEN GECKLE	BOARD MEMBER-LEFT JUN-23	1.00	Director	$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	No data	No data	No data	No data
2023	$3,609,308	$3,377,105	$13,700,409	$232,203
2022	$4,009,632	$3,133,010	$8,064,337	$876,622
2021	$3,721,724	$3,428,732	$8,726,095	$292,992
2020	$3,623,011	$3,458,079	$5,513,628	$164,932
2019	$3,450,703	$3,136,624	$4,324,169	$314,079
2018	$3,854,345	$3,721,923	$2,903,944	$132,422

LEADINGAGE PA