LEAVING A POSITIVE LEGACY INC (EIN 271616472) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

ALAN SALUS

Phone

5612782610

Tax Period

2024-07-01 to 2025-06-30

LEAVING A POSITIVE LEGACY INC, founded in 2010, is a small nonprofit in the International Affairs sector that reported $323K in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $455K exceeded revenue, resulting in a 41% operating deficit.

Mission

TO AID, SUPPORT AND ASSIST BY GIFTS, CONTRIBUTIONS, OR OTHERWISE, OTHER CORPORATIONS, COMMUNITY CHESTS, FUNDS, AND FOUNDATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE OR EDUCATIONAL PURPOSES ONLY

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $179,418

Program Service Revenue $0

Investment Income $7

Other Revenue $144,002

TOTAL REVENUE $323,427

Expense Breakdown

Grants Paid $157,047

Salaries & Benefits $0

Fundraising Expenses $57,845

Program Expenses $360,099

Other Expenses $297,934

TOTAL EXPENSES $454,981

Year-over-Year Comparison

	2024	2023	Change
Revenue	$323,427	$470,660	-0.3%
Expenses	$454,981	$475,438	0.0%
Net Income	$-131,554	$-4,778	+26.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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

$12,900

Total Directors

$20,550

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESS GRIES	PRESDIENT	2.00	Officer Director	$6,000	$0	$6,000
ANN KENWORTHY	VICE PRESIDENT	1.00	Officer Director	$2,550	$0	$2,550
GEORGIANA PLATT	DIRECTOR	1.00	Director	$1,800	$0	$1,800
KRISTEN SOMMER-SWAGER	DIRECTOR	0.00	Director	$0	$0	$0
SETH WEINER	DIRECTOR	0.00	Director	$0	$0	$0
MIKE NOVAK	DIRECTOR	0.00	Director	$0	$0	$0
KATIE FOX	SECRETARY	1.00	Officer Director	$4,350	$0	$4,350
ALAN SALUS	TREASURER	2.00	Officer Director	$0	$0	$0
RUSSELL FARR	DIRECTOR	1.00	Director	$5,850	$0	$5,850

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
2025	$323,427	$454,981	$217,506	$-131,554
2024	No data	No data	No data	No data
2023	$322,984	$340,574	$349,943	$-17,590
2022	$374,510	$267,827	$379,648	$106,683
2021	$231,796	$287,494	$294,762	$-55,698
2018	$462,591	$417,813	$226,394	$44,778

LEAVING A POSITIVE LEGACY INC