LEADINGAGE OREGON (EIN 930747109) - 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

1979

Legal Domicile

Principal Officer

KRISTIN MILLIGAN

Phone

5036843788

Tax Period

2024-07-01 to 2025-06-30

LEADINGAGE OREGON, founded in 1979, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue fell 34% from the prior year — a significant decline worth monitoring.

Mission

TO SERVE AS A RESOURCE AND SUPPORT MEMBERS PROVIDING QUALITY HOUSING, HEALTH, COMMUNITY AND RELATED SERVICES TO THE ELDERLY AND DISABLED.

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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 (2024)

Revenue Breakdown

Contributions & Grants $18,981

Program Service Revenue $1,118,789

Investment Income $43,369

Other Revenue $61,532

TOTAL REVENUE $1,242,671

Expense Breakdown

Grants Paid $26,388

Salaries & Benefits $441,988

Fundraising Expenses $0

Other Expenses $770,439

TOTAL EXPENSES $1,238,815

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,242,671	$1,871,446	-0.3%
Expenses	$1,238,815	$1,820,929	-0.3%
Net Income	$3,856	$50,517	-0.9%

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

$173,090

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTIN MILLIGAN	CEO	40.50	Officer	$150,960	$22,130	$173,090
SHARON VAN EATON	PRESIDENT	0.50	Officer Director	$0	$0	$0
DIANE HOOD	PAST PRESIDENT	0.50	Officer Director	$0	$0	$0
KIMBERLY SCOTT	PRESIDENT ELECT	0.50	Officer Director	$0	$0	$0
CLIFF MARS	TREASURER	0.50	Officer Director	$0	$0	$0
ERIN CORNELL	VP OF NURSING	0.50	Officer Director	$0	$0	$0
MATT HARTLEY	VP OF COMMUNITY ALF/RCF	0.50	Officer Director	$0	$0	$0
DAVID LEWIS	VP OF COMMUNITY SERVICES	0.50	Officer Director	$0	$0	$0
SUSAN PLATTE	VP OF CCRCS	0.50	Officer Director	$0	$0	$0
DOUG WILLIAMS	VP OF HOUSING	0.50	Officer Director	$0	$0	$0
STEPHANIE COOK	DIRECTOR	0.50	Director	$0	$0	$0
COREY CRISMON	DIRECTOR	0.50	Director	$0	$0	$0
KIMBERLY FUSON	DIRECTOR	0.50	Director	$0	$0	$0
SARAH LONG	DIRECTOR	0.50	Director	$0	$0	$0
JUDY O'DONNELL	DIRECTOR (THROUGH APRIL 2025)	0.50	Director	$0	$0	$0
DAVID PARRETT	DIRECTOR	0.50	Director	$0	$0	$0
CRYSTAL WELL	DIRECTOR	0.50	Director	$0	$0	$0
LISA WORNOCK	DIRECTOR	0.50	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
2025	$1,242,671	$1,238,815	$2,084,785	$3,856
2024	No data	No data	No data	No data
2023	$1,581,445	$1,634,558	$1,776,525	$-53,113
2022	$1,411,323	$1,464,183	$1,775,824	$-52,860
2021	$1,387,724	$1,324,399	$1,996,897	$63,325
2020	$1,357,403	$1,241,518	$1,813,033	$115,885
2019	$1,492,627	$1,427,301	$1,693,447	$65,326
2018	$1,476,977	$1,435,347	$1,601,859	$41,630

LEADINGAGE OREGON