Leadingage California

Nonprofit profile at a glance

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

29 people listed

JEANNEE PARKER MARTIN (PRESIDENT/CEO & DIRECTOR): $556,348 total reported compensation
VALERIE SHEEHAN (PRESIDENT & CEO, CALPACE): $237,947 total reported compensation
MEGHAN ROSE (CHIEF GOVERNMENT AFFAIRS OFFICER): $228,898 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

To advance housing, care and services for older adults.

Social impact initiatives: manages multiple initiatives with the common goal of creating health equity for older californians

Revenue model: Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model: Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
Pay-setting controls: 2 of 6 controls in place; rating input score 33
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Pass
- Compensation survey or study: Missing
- Board or committee approval: Pass
Foreign activity oversight: Limited
Grant itemization coverage: Limited
Major donor itemization: Yes; rating input score 100
Related-party transparency: Limited

Independent voting board: 94.7%; rating input score 95; 25th percentile among comparable filings
Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass

Operating margin: 1.9%; rating input score 41; 41st percentile among comparable filings
Total-asset coverage ratio: 1.41; rating input score 49; 49th percentile among comparable filings
Liabilities to assets ratio: 0.4; rating input score 27; 27th percentile among comparable filings
Officer compensation ratio: 39.8%; rating input score 3; 3rd percentile among comparable filings

Program expense growth: Limited
Revenue growth: 8.1% per year; rating input score 100; 60th percentile among comparable filings
Asset growth: 8.6% per year; rating input score 100; 53rd percentile among comparable filings

Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
Governance: 18 of 19 board members independent · 9 of 9 filing controls reported
Programs: 4 filed program accomplishments
Leadership: top reported pay $556K · 29 people listed · 2 of 6 pay-setting controls reported
Consistency: 11 of 11 current checks pass
Schedules: 6 filed schedules · includes major donors and executive pay
Filing history: 9 filing years from 2014 to 2024
Contacts: How to reach this organization
Money network: 8 filed money-flow records
Related organizations: 2 filed related-organization links
Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
People: Everyone the filings name, and which of them the filings identify by more than a name.

Signals prioritize questions for review. They are not findings of misconduct.