LEADINGAGE ARIZONA FOUNDATION (EIN 860737966) - 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

1993

Legal Domicile

Principal Officer

JAIME ROBERTS

Phone

6022300026

Tax Period

2023-01-01 to 2023-12-31

LEADINGAGE ARIZONA FOUNDATION, founded in 1993, is a micro nonprofit in the Housing & Shelter sector that reported $32K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $27K left a modest 15% surplus.

Mission

THE FOUNDATION SUPPORTS INITIATIVES DESIGNED TO TRANSFORM MODELS OF SERVICE DELIVERY TO SENIORS IN ARIZONA AND THE EFFORTS OF THE LEADINGAGE ARIZONA ASSOCIATION, ITS MEMBERS, AND THE RESIDENTS THEY SERVE.

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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 $38,123

Program Service Revenue $0

Investment Income $-1,028

Other Revenue $-5,380

TOTAL REVENUE $31,715

Expense Breakdown

Grants Paid $15,984

Salaries & Benefits $0

Fundraising Expenses $220

Program Expenses $16,836

Other Expenses $11,122

TOTAL EXPENSES $27,106

Year-over-Year Comparison

	2023	2022	Change
Revenue	$31,715	$28,644	+0.1%
Expenses	$27,106	$24,444	+0.1%
Net Income	$4,609	$4,200	+0.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COLE MARVIN	PRESIDENT	002.00	Officer Director	$0	$0	$0
JANET ADAMS	DIRECTOR	002.00	Director	$0	$0	$0
KRISTIE LARSEN	DIRECTOR	002.00	Director	$0	$0	$0
NINA LOUIS	DIRECTOR	002.00	Director	$0	$0	$0
CARTER SMITHERMAN	DIRECTOR	002.00	Director	$0	$0	$0
MARY MUNOZ	DIRECTOR	002.00	Director	$0	$0	$0
WYNN ANGELL	DIRECTOR	002.00	Director	$0	$0	$0
PAM KOESTER	CEO	005.00	Officer	$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
2023	$31,715	$27,106	$404,771	$4,609
2022	$28,644	$24,444	$388,583	$4,200
2021	$256,577	$6,112	$397,075	$250,465

LEADINGAGE ARIZONA FOUNDATION