LEG UP FARM INC (EIN 232931834) - 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

1997

Legal Domicile

Principal Officer

DAVID BERNHARDT

Phone

7172669294

Tax Period

2024-01-01 to 2024-12-31

LEG UP FARM INC, founded in 1997, is a community nonprofit in the Animal-Related sector that reported $2.6M in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $3.1M exceeded revenue, resulting in a 20% operating deficit.

Mission

TO ENRICH THE LIVES OF INDIVIDUALS AND FAMILIES WITH SPECIAL NEEDS AND UNIQUE CHALLENGES, THROUGH SUPPORT AND CUSTOMIZED PROGRAMS.

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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 $1,293,705

Program Service Revenue $803,316

Investment Income $13,179

Other Revenue $522,590

TOTAL REVENUE $2,632,790

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,765,243

Fundraising Expenses $259,611

Program Expenses $2,276,793

Other Expenses $1,381,957

TOTAL EXPENSES $3,147,200

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,632,790	$3,185,961	-0.2%
Expenses	$3,147,200	$2,902,171	+0.1%
Net Income	$-514,410	$283,790	-2.8%

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

$295,888

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID BERNHARDT	CHAIR	1.00	Officer Director	$0	$0	$0
DOUGLAS L BERMAN CPA	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KIM HOGEMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
MATT SCARPATO	TREASURER	1.00	Officer Director	$0	$0	$0
MICHAEL ANDREWS	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA ANG- ALHADEFF	DIRECTOR (UNTIL 11/24)	1.00	Director	$0	$0	$0
LOUIS J CASTRIOTA SR	DIRECTOR	1.00	Director	$0	$0	$0
SEAN FREDERICK	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTIAN J IZZO	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA KINSLEY	DIRECTOR	1.00	Director	$0	$0	$0
KATHARINE MARTENY	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS MCLLWEE	DIRECTOR	1.00	Director	$0	$0	$0
DR KIMBERLEE MUDGE	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY SARAGO	DIRECTOR	1.00	Director	$0	$0	$0
KIRA WAGNER	DIRECTOR	1.00	Director	$0	$0	$0
BROOKE WENGER	DIRECTOR	1.00	Director	$0	$0	$0
CONNIE WILSON	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS O'CONNOR	PRESIDENT - THROUGH 04/19	40.00	Officer	$44,633	$5,159	$49,792
JENNIFER HITZ	PRESIDENT - EFFECTIVE 5/20	40.00	Officer	$105,928	$7,614	$113,542
JODY BENTZ CPA	CFO	22.00	Officer	$117,243	$15,311	$132,554

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	$2,632,790	$3,147,200	$15,663,995	$-514,410
2023	$3,185,961	$2,902,171	$15,767,756	$283,790
2022	$2,467,377	$2,927,353	$15,627,343	$-459,976
2021	$5,897,078	$3,002,710	$16,157,513	$2,894,368
2020	$3,506,123	$2,813,980	$16,477,559	$692,143
2019	$2,508,313	$3,057,259	$15,169,449	$-548,946
2018	$3,262,516	$2,538,212	$15,535,748	$724,304

LEG UP FARM INC