LEADINGAGE ARIZONA

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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

1985

Legal Domicile

Principal Officer

JAIME L ROBERTS

Phone

6022300026

Tax Period

2023-01-01 to 2023-12-31

LEADINGAGE ARIZONA, founded in 1985, is a small nonprofit that reported $511K in total revenue in fiscal year 2023. Revenue fell 46% from the prior year — a significant decline worth monitoring. Expenses of $824K exceeded revenue, resulting in a 61% operating deficit.

Mission

LEADINGAGE ARIZONA MEMBERS CONSIST OF OVER 50 FACILITIES DEDICATED TO PROVIDING QUALITY HEALTH CARE, HOUSING, AND SERVICES TO OVER 12,000 ELDERLY ARIZONA CITIZENS. THE ASSOCIATION ADVANCES POLICIES, PROMOTES PRACTICES, AND CONDUCTS RESEARCH THAT SUPPORTS, ENABLES, AND EMPOWERS PEOPLE TO LIVE FULLY AT ANY AGE.

Program Service Accomplishments

Program 1

ADVOCACY ADVOCATED FOR PASSAGE OF SB1159 HOSPITAL DISCHARGE LEGISLATION TO IMPROVE CARE TRANSITIONS FOR OLDER ADULTS IN ARIZONA TO PROVIDER MEMBERS FROM LOCAL HOSPITALS ASSISTED AND CONSULTED WITH...

ADVOCACY ADVOCATED FOR PASSAGE OF SB1159 HOSPITAL DISCHARGE LEGISLATION TO IMPROVE CARE TRANSITIONS FOR OLDER ADULTS IN ARIZONA TO PROVIDER MEMBERS FROM LOCAL HOSPITALS ASSISTED AND CONSULTED WITH FEDERAL AND LOCAL AGENCIES TO ENSURE MEMBERS RECEIVED FUNDING, SUPPORT, AND GUIDANCE POST-PANDEMIC REPRESENTED MEMBERS BEFORE ADHS, AHCCCS, NCIA, AND THE AZ AGS OFFICE PARTICIPATED ACTIVELY INVOLVED IN THE STATE AGENCIES RULE-MAKING PROCESSES MET WITH FEDERAL AND STATE LEGISLATORS TO DISCUSS CRITICAL ISSUES AFFECTING OUR MEMBERS CONTINUED PARTICIPATION IN STATEWIDE WORKFORCE DEVELOPMENT INITIATIVES FACILITATED REGULAR POLICY CALLS WITH ARIZONA LEADINGAGE PROVIDER MEMBERS DURING LEGISLATIVE

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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 $78,420

Program Service Revenue $431,588

Investment Income $1,023

Other Revenue $0

TOTAL REVENUE $511,031

Expense Breakdown

Grants Paid $0

Salaries & Benefits $362,911

Fundraising Expenses $0

Other Expenses $460,982

TOTAL EXPENSES $823,893

Year-over-Year Comparison

	2023	2022	Change
Revenue	$511,031	$953,022	-0.5%
Expenses	$823,893	$777,862	+0.1%
Net Income	$-312,862	$175,160	-2.8%

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

$194,979

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAMELA KOESTER	CEO	060.00	Officer	$157,867	$37,112	$194,979
DONNA TAYLOR	CHAIRMAN PRESIDENT	002.00	Officer Director	$0	$0	$0
JOHN THORHAUER	SECRETARY	002.00	Officer Director	$0	$0	$0
JON SCOTT WILLIAMS	TREASURER	002.00	Officer Director	$0	$0	$0
TOM WINKELMAN	PRESIDENT-ELECT	002.00	Officer Director	$0	$0	$0
TOM DOROUGH	DIRECTOR	002.00	Director	$0	$0	$0
JOE LA RUE	DIRECTOR	002.00	Director	$0	$0	$0
ROD BAILEY	DIRECTOR	002.00	Director	$0	$0	$0
WYNN ANGELL	DIRECTOR	002.00	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	$511,031	$823,893	$738,201	$-312,862
2022	$953,022	$777,862	$983,881	$175,160
2021	$1,009,812	$464,584	$851,006	$545,228
2020	$419,508	$378,596	$329,726	$40,912
2019	$488,250	$508,028	$306,129	$-19,778
2018	$452,688	$456,172	$302,375	$-3,484