LEADINGAGE TEXAS HEALTH PLAN INC (EIN 842482935) - 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

2019

Legal Domicile

Principal Officer

GEORGE LINIAL

Phone

5124672242

Tax Period

2023-01-01 to 2023-12-31

LEADINGAGE TEXAS HEALTH PLAN INC, founded in 2019, is a community nonprofit in the Mutual Benefit sector that reported $9.0M in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year.

Mission

TO PROVIDE EXCELLENT, AFFORDABLE EMPLOYEE HEALTH INSURANCE AND ANCILLARY BENEFIT OPTIONS FOR LEADINGAGE TEXAS MEMBERS AND THEIR EMPLOYEES.

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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 $8,953,543

Investment Income $6,319

Other Revenue $0

TOTAL REVENUE $8,959,862

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,103,425

TOTAL EXPENSES $9,607,335

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,959,862	$10,258,460	-0.1%
Expenses	$9,607,335	$10,536,482	-0.1%
Net Income	$-647,473	$-278,022	+1.3%

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

N/A

Volunteers

N/A

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

$462,912

Total Directors

$462,912

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEORGE LINIAL	EXECUTIVE TRUSTEE	1.00	Officer Director	$0	$38,293	$296,662
CRYSTAL LAZA	DEPUTY EXECUTIVE TRUSTEE	1.00	Officer Director	$0	$19,830	$166,250
JOHN RUSSELL CREWS	CHAIR	1.00	Officer Director	$0	$0	$0
PATRICK PHEIFER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
NICOLE GANN	SECRETARY	1.00	Officer Director	$0	$0	$0
TINA BALLARD	TREASURER	1.00	Officer Director	$0	$0	$0
KRISTIE BOILES	DIRECTOR	1.00	Director	$0	$0	$0
SHERYL CALLAHAN	DIRECTOR	1.00	Director	$0	$0	$0
ROQUE CHRISTENSEN	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK CRUMP	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH GOODMAN	DIRECTOR	1.00	Director	$0	$0	$0
GRADY MULLINS	DIRECTOR	1.00	Director	$0	$0	$0
BETHANY SISNEROZ	DIRECTOR	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	$8,959,862	$9,607,335	$997,520	$-647,473
2022	$10,258,460	$10,536,482	$1,182,864	$-278,022
2021	$10,041,323	$10,999,641	$1,475,956	$-958,318
2020	$10,433,799	$7,802,664	$2,537,245	$2,631,135

LEADINGAGE TEXAS HEALTH PLAN INC