Civic Intelligence

Leadingage California

EIN 35-2509858 • 501(c)6 • Sacramento, CA

Profile

To advance housing, care and services for older adults.

1315 I Street 100Sacramento, CA 95814

www.leadingageca.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

72nd percentile

0.40x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.56x

Higher debt load relative to revenue than 74% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Net Margin

40th percentile

1.9%

Higher net margin than 40% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

80th percentile

18%

Faster asset growth than 80% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Revenue Growth

81st percentile

19%

Faster revenue growth than 81% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Assets

Up

$6,442,310

Up $1,849,679 (+40%) from 2023

Liabilities

Up

$2,592,179

Up $1,633,130 (+170%) from 2023

Net Assets

Up

$3,850,131

Up $216,549 (+6.0%) from 2023

Revenue

Up

$4,650,271

Up $468,701 (+11%) from 2023

Expenses

Up

$4,560,286

Up $716,368 (+19%) from 2023

Net Income

Down

$89,985

Down $247,667 (-73%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2015: $1,756,904Liabilities 2015: $1,248,380Net Assets 2015: $508,5242015Assets 2016: $2,027,302Liabilities 2016: $1,253,493Net Assets 2016: $773,8092016Assets 2017: $4,428,869Liabilities 2017: $3,143,723Net Assets 2017: $1,285,1462017Assets 2018: $3,376,174Liabilities 2018: $1,164,880Net Assets 2018: $2,211,2942018Assets 2019: $4,737,234Liabilities 2019: $1,980,752Net Assets 2019: $2,756,4822019Assets 2020: $5,145,767Liabilities 2020: $1,972,782Net Assets 2020: $3,172,9852020Assets 2021: $6,037,011Liabilities 2021: $2,258,274Net Assets 2021: $3,778,7372021Assets 2022: $4,651,348Liabilities 2022: $1,531,650Net Assets 2022: $3,119,6982022Assets 2023: $4,592,631Liabilities 2023: $959,049Net Assets 2023: $3,633,5822023Assets 2024: $6,442,310Liabilities 2024: $2,592,179Net Assets 2024: $3,850,1312024

Highlighted filing

2024

Assets$6,442,310
Liabilities$2,592,179
Net Assets$3,850,131

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0Revenue 2015: $2,060,913Expenses 2015: $1,552,389Net Income 2015: $508,5242015Revenue 2016: $2,182,632Expenses 2016: $1,917,347Net Income 2016: $265,2852016Revenue 2017: $2,319,185Expenses 2017: $1,809,347Net Income 2017: $509,8382017Revenue 2018: $2,396,699Expenses 2018: $1,788,402Net Income 2018: $608,2972018Revenue 2019: $2,594,605Expenses 2019: $2,049,417Net Income 2019: $545,1882019Revenue 2020: $3,093,250Expenses 2020: $2,919,072Net Income 2020: $174,1782020Revenue 2021: $3,205,170Expenses 2021: $2,718,038Net Income 2021: $487,1322021Revenue 2022: $3,264,349Expenses 2022: $3,255,009Net Income 2022: $9,3402022Revenue 2023: $4,181,570Expenses 2023: $3,843,918Net Income 2023: $337,6522023Revenue 2024: $4,650,271Expenses 2024: $4,560,286Net Income 2024: $89,9852024

Highlighted filing

2024

Revenue$4,650,271
Expenses$4,560,286
Net Income$89,985

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$5,086,722
Mission and Program Overview

Mission

To advance housing, care and services for older adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,582,481$3,925,588▲ $343,107
Cash and Non-Interest-Bearing Accounts$403,750$579,228▲ $175,478
Investments Other Securities$222,129$263,579▲ $41,450
Prepaid Expenses and Deferred Charges$127,392$181,983▲ $54,591
Accounts Receivable$77,602$123,630▲ $46,028
Land, Buildings, and Equipment, Net$138,514$82,936▼ $55,578
Savings and Temporary Cash Investments$17,350$17,004▼ $346
Total Assets$4,592,631$6,442,310▲ $1,849,679
Other Assets Total$23,413$1,268,362▲ $1,244,949
Liabilities
Deferred Revenue$429,926$1,682,016▲ $1,252,090
Other Liabilities$114,339$467,287▲ $352,948
Accounts Payable and Accrued Expenses$278,061$310,139▲ $32,078
Unsecured Notes Loans Payable$136,723$132,737▼ $3,986
Total Liabilities$959,049$2,592,179▲ $1,633,130
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,633,582$3,850,131▲ $216,549
Total Net Assets Fund Balance$3,633,582$3,850,131▲ $216,549
Total Liabilities and Net Assets / Fund Balance$4,592,631$6,442,310▲ $1,849,679

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$71,329$90,402$161,731
Equipment$5,654$47,457$53,111
Leasehold Improvements$5,953$26,176$32,129
Other Assets Org$1,268,362--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeannee Parker MartinPresident/CEO & DirectorPT$430,825$125,523$556,348
Valerie SheehanPresident & CEO, CalpaceFT$211,359$26,588$237,947
Meghan RoseChief Government Affairs OfficerPT$184,479$44,419$228,898
Soua VangChief Education & Marketing OfficerPT$178,973$46,782$225,755
Amber KingVP - Legislative AffairsFT$143,400$24,388$167,788
Cynthia WardCFO - Hire Date 6/03/2024PT$162,107$4,798$166,905
Sherry SavilleControllerPT$130,822$21,168$151,990
Lisa MccargarCFO - Term Ended 4/30/2024PT$76,969$400$77,369

Board Members and Trustees

NameTitle
Sheri PeiferChair
Stuart HartmanChair Elect
Jasmine BorregoImmediate Past Chair
Tom BriodyVice Chair
Ronald BoldingDirector at Large
Ginna BaikDirector-at-large
Kendra RobertsDirector-at-large
Sean KellyDirector-at-large
Kevin VeitiaDirector-at-large, Business Partner
Tuan NguyenDirector-at-large, Business Partner
Peter SpencerDirector-at-large, Resident
ANGELIQUE D'SILVA WILLIAMSRegional Representative
Chris IchienRegional Representative
David StienstraRegional Representative
Jay ZimmerRegional Representative
Jim HigbeeRegional Representative
Kevin BurkeRegional Representative
Kim DominyRegional Representative
Melinda ForneyRegional Representative
Deborah HerbertSecretary
Patricia WilliamsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$143,339
Program Service Revenue
$2,647,191
Investment Income
$218,284
Other Revenue
$1,641,457
All Other Contributions
$143,339
Change in Net Assets
$89,985
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,674,977
Other Expenses$1,885,309
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,497,119
Current Officers, Directors, Trustees, and Key Employees---$800,622
Conferences and Meetings---$617,364
Fees for Services Other---$477,509
Information Technology---$172,310
Occupancy---$168,757
Other Employee Benefits---$156,335
Payroll Taxes---$152,770
Travel---$101,243
Office Expenses---$77,677
Pension Plan Contributions---$68,131
Fees for Services Accounting---$64,675
Depreciation Depletion---$25,929
Other Expenses---$21,861
Fees for Service Investment Mgmnt Fees---$19,048
Insurance---$16,257
Fees for Services Legal---$15,678
Interest---$3,706
All Other Expenses---$3,040
Total Functional Expenses$0$0$0$4,560,286
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Leadingage National$460,627
Right of Use Lease Asset$6,660
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

The composition of the executive committee is as follows; board chairelect, vice chair, secretary, treasurer, immediate past board chair and president/chief executive officer. All members of the executive committee are members of leadingage california's governing body. Except as may be prohibited by law, the executive committee may act on behalf of the board in its ordinary and routine transaction of business and such other matters as the board may direct. Reports of such transactions must be made to the board.

Form 990, Part VI, Section A, Line 6

Voting members consist of members from organizations that have a primary mission of serving seniors or physically disabled and meet certain other criteria specified in leadingage of california's bylaws.

Form 990, Part VI, Section A, Line 7A

Voting members have the right to elect members to the board of directors.

Form 990, Part VI, Section A, Line 7B

Voting members ratify the board member selection as well as approve governing documents, i.e., bylaws, name changes, etc.

Form 990, Part VI, Section B, Line 11B

Members of the finance committee will review the form 990 in detail before it is filed with the irs.

Form 990, Part VI, Section B, Line 12C

The organization annually sends all board members the "interested persons" policy. Each board member is expected to complete and sign the statement to assure compliance with the 49 percent limitation on interested persons imposed by the california corporations code.

Form 990, Part VI, Section B, Line 15

Salary reviews for all positions are reviewed annually at budget time, based on surveys applicable to the industry.

Form 990, Part VI, Section C, Line 19

Leadingage california's governing documents, conflict of interest policy, and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Leadingage California
EIN
35-2509858
Phone
9163925111
Address
1315 I STREET 100, SACRAMENTO, CA 95814

Signing Officer

Name
Jeannee Parker Martin
Title
President/CEO
Phone
9163925111
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeannee Parker Martin
Formed
2014
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
18
Employees
24
Volunteers
75

Preparer

Firm
Gilbert Cpas
Address
2880 GATEWAY OAKS DR STE 100, SACRAMENTO, CA 95833
Preparer
Amanda H Williams
Phone
9166466464
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other professional services 477,509.

Form 990, Page 12, Part XII, Line 2C

The organization has a committee that assumes responsibility over the consolidated financial statement audit and the process has not changed from the prior year.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm12DEBORAH HERBERT
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IRS990/Form990PartVIISectionAGrp/PersonNm19ANGELIQUE D'SILVA WILLIAMS
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/CEO & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO - HIRE DATE 6/03/2024
IRS990/Form990PartVIISectionAGrp/TitleTxt2CFO - TERM ENDED 4/30/2024
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT & CEO, CALPACE
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHIEF GOVERNMENT AFFAIRS OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHIEF EDUCATION & MARKETING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP - LEGISLATIVE AFFAIRS
IRS990/Form990PartVIISectionAGrp/TitleTxt7CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHAIR ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR-AT-LARGE, RESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR-AT-LARGE, BUSINESS PARTNER
IRS990/Form990PartVIISectionAGrp/TitleTxt19REGIONAL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt20REGIONAL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt21REGIONAL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt22REGIONAL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt23REGIONAL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt24REGIONAL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt25REGIONAL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR-AT-LARGE, BUSINESS PARTNER
IRS990/Form990PartVIISectionAGrp/TitleTxt27REGIONAL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR AT LARGE
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