LEADINGAGE PA

EIN: 812276039 Community Improvement

MECHANICSBURG, PA

Total Revenue
$3,609,308
Total Expenses
$3,377,105
Total Assets
$13,700,409
Net Assets
$9,766,800
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2016
Legal Domicile
PA
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'S MISSION STATEMENT IS TO PROMOTE THE INTERESTS OF ITS MEMBERS BY ENHANCING THEIR ABILITY TO PROVIDE QUALITY SERVICES EFFICIENTLY AND EFFECTIVELY; AND BY REPRESENTING THE MEMBERS THROUGH COOPERATIVE ACTION.

Program Service Accomplishments

Program 1
Expenses: $0 Revenue: $0

GENERAL MEMBERSHIP SERVICES - AS THE CHIEF ADVOCATE FOR NON-PROFIT PROVIDERS OF LONG-TERM CARE AND SERVICES AND THE ELDERLY INDIVIDUALS THEY SERVE, LEADINGAGE PA REPRESENTS THEIR INTERESTS AND...

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GENERAL MEMBERSHIP SERVICES - AS THE CHIEF ADVOCATE FOR NON-PROFIT PROVIDERS OF LONG-TERM CARE AND SERVICES AND THE ELDERLY INDIVIDUALS THEY SERVE, LEADINGAGE PA REPRESENTS THEIR INTERESTS AND CONCERNS THROUGH ITS COMMUNICATIONS WITH STATE LEGISLATURE AND REGULATORY AGENCIES. THROUGH ITS STAFF'S AND MEMBERS' PARTICIPATION ON ADVISORY PANELS AND GOVERNMENTAL TASK FORCES, ATTENDANCE AT PUBLIC HEARINGS, MONITORING OF LEGISLATION, AND THE DEVELOPMENT OF THE STATE BUDGET, LEADINGAGE PA ENSURES THAT ITS MEMBERSHIP RECEIVES THE ATTENTION AND RESOURCES NECESSARY TO CONTINUE THE DELIVERY OF QUALITY CARE AND SERVICES FOR THE AGING.

Program 2
Expenses: $0 Revenue: $0

GOVERNMENT AFFAIRS - LEADINGAGE PA FOCUSES ON IDENTIFYING KEY ISSUES IMPACTING MEMBER COMMUNITIES AND ADVOCATING AND EDUCATING ON THEIR BEHALF FOR PUBLIC POLICY INITIATIVES THAT SUPPORT INDIVIDUAL...

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GOVERNMENT AFFAIRS - LEADINGAGE PA FOCUSES ON IDENTIFYING KEY ISSUES IMPACTING MEMBER COMMUNITIES AND ADVOCATING AND EDUCATING ON THEIR BEHALF FOR PUBLIC POLICY INITIATIVES THAT SUPPORT INDIVIDUAL RIGHTS, QUALITY CARE, AND EQUITABLE ACCESS AND REIMBURSEMENT FOR AGING SERVICES PROVIDERS.

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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%)

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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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Governance

Voting Members
23
Independent Members
23
Employees
19
Volunteers
23

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
8
$486,581
Total Directors
24
$0
Key Employees
1
$193,342
Highest Compensated
2
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
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