KETA LEGACY FOUNDATION (EIN 237023350) - 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

1968

Legal Domicile

Principal Officer

KATHA MILLER-WINDER

Phone

3603625654

Tax Period

2024-01-01 to 2024-12-31

KETA LEGACY FOUNDATION, founded in 1968, is a small nonprofit that reported $392K in total revenue in fiscal year 2024. Revenue fell 29% from the prior year — a significant decline worth monitoring. Net assets of $4.9M represent 150 months of operating reserves.

Mission

TO PROMOTE ACTIONS AND FOSTER UNDERSTANDING TO INSPIRE CONSERVATION FROM THE RHODODENDRON PRESERVE TO THE SALISH SEA REGION

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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 $9,740

Program Service Revenue $0

Investment Income $245,545

Other Revenue $137,204

TOTAL REVENUE $392,489

Expense Breakdown

Grants Paid $59,277

Salaries & Benefits $47,035

Fundraising Expenses $6,076

Program Expenses $134,260

Other Expenses $314,970

TOTAL EXPENSES $421,282

Year-over-Year Comparison

	2024	2023	Change
Revenue	$392,489	$552,933	-0.3%
Expenses	$421,282	$395,829	+0.1%
Net Income	$-28,793	$157,104	-1.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHA MILLER-WINDER	PRESIDENT	4.00	Officer Director	$0	$0	$0
JEFF WIRTZ	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
MINDY ROBERTS	SECRETARY	4.00	Officer Director	$0	$0	$0
SCOTT EBY	TREASURER	4.00	Officer Director	$0	$0	$0
JESSE ADAMS	DIRECTOR	2.00	Director	$0	$0	$0
LINDA ANDERSON-CARNAHAN	DIRECTOR	2.00	Director	$0	$0	$0
JIM GATES	DIRECTOR	2.00	Director	$0	$0	$0
RICK GILLATT	DIRECTOR	2.00	Director	$0	$0	$0
MANDY HARRIS	DIRECTOR	2.00	Director	$0	$0	$0
RENEE JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
AMY LAWRENCE	DIRECTOR	2.00	Director	$0	$0	$0
AMY SMALLEY	DIRECTOR	2.00	Director	$0	$0	$0
CONNOR UPCHURCH	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS WALDBILLIG	DIRECTOR	2.00	Director	$0	$0	$0
EVA BLAIR	DIRECTOR	2.00	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	$392,489	$421,282	$4,895,132	$-28,793
2023	$552,933	$395,829	$4,864,852	$157,104
2022	$84,267	$534,788	$4,854,442	$-450,521
2021	$1,239,860	$744,540	$5,245,063	$495,320
2020	$811,515	$843,861	$4,627,142	$-32,346
2019	$118,342	$285,794	$4,269,734	$-167,452
2018	$235,489	$219,418	$3,996,829	$16,071

KETA LEGACY FOUNDATION