LEGACY LADIES INC (EIN 201486836) - 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

2004

Legal Domicile

Principal Officer

JACQUELINE CASTILLO

Phone

8184145074

Tax Period

2024-01-01 to 2024-12-31

LEGACY LADIES INC, founded in 2004, is a small nonprofit in the Human Services sector that reported $152K in total revenue in fiscal year 2024. Revenue surged 168% from the prior year, signaling strong growth momentum. Expenses of $141K left a modest 7% surplus.

Mission

SUPPORTING DISADVANTAGED FAMILIES AND SCHOOL AGE GIRLS

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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 $251,546

Program Service Revenue $46,707

Investment Income $1,547

Other Revenue $-147,902

TOTAL REVENUE $151,898

Expense Breakdown

Grants Paid $90,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $108,645

Other Expenses $50,750

TOTAL EXPENSES $140,750

Year-over-Year Comparison

	2024	2023	Change
Revenue	$151,898	$56,693	+1.7%
Expenses	$140,750	$82,683	+0.7%
Net Income	$11,148	$-25,990	-1.4%

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
JACQUELINE CASTILLO	PRESIDENT	40.00	Director	$0	$0	$0
ANNE MCCALLION	CHAIRPERSON	10.00	Director	$0	$0	$0
TONI COUNTS ROSE	CFO	10.00	Director	$0	$0	$0
JUSTIN CASTILLO	SECRETARY	5.00	Director	$0	$0	$0
AVIS GIBSON	BOARD MEMBER	5.00	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	$151,898	$140,750	$426,252	$11,148
2023	$56,693	$82,683	$415,104	$-25,990
2022	$186,423	$101,155	$441,093	$85,268
2021	$187,435	$37,818	$355,825	$149,617
2020	$187,810	$59,488	$206,208	$128,322
2019	$98,021	$67,252	$77,886	$30,769
2018	$81,942	$48,816	$47,117	$33,126

LEGACY LADIES INC