THE LEGACY SCHOOL (EIN 274462154) - 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

2010

Legal Domicile

Principal Officer

JAMIE CAPLAN

Phone

4105491717

Tax Period

2024-07-01 to 2025-06-30

THE LEGACY SCHOOL, founded in 2010, is a community nonprofit in the Education sector that reported $3.7M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

THE LEGACY SCHOOL IS DESIGNED TO MEET THE EDUCATIONAL NEEDS OF CHILDREN WITH LANGUAGE-BASED LEARNING DIFFERENCES DYSLEXIA, DYSGRAPHIA, AND LANGUAGE PROCESSING DIFFICULTIES IN GRADES 1 THROUGH 8. THE LEGACY SCHOOL'S PURPOSE IS TO RESPOND TO THE POPULATION OF INTELLIGENT, CREATIVE CHILDREN WHO NEED A STRUCTURED, SYSTEMATIC AND MULTI-SENSORY APPROACH IN ORDER TO LEARN HOW TO READ AND WRITE.

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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 $139,033

Program Service Revenue $3,505,189

Investment Income $14,897

Other Revenue $690

TOTAL REVENUE $3,659,809

Expense Breakdown

Grants Paid $97,255

Salaries & Benefits $3,008,359

Fundraising Expenses $34,934

Program Expenses $3,445,120

Other Expenses $759,151

TOTAL EXPENSES $3,864,765

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,659,809	$3,367,470	+0.1%
Expenses	$3,864,765	$3,545,943	+0.1%
Net Income	$-204,956	$-178,473	+0.1%

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

$134,664

Total Directors

$134,664

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMIE CAPLAN	President	40.00	Officer Director	$126,021	$8,643	$134,664
MIKE TREVISON	Vice President	3.00	Officer Director	$0	$0	$0
ILENE GLICKMAN ESQ	Secretary	3.00	Officer Director	$0	$0	$0
STANLEY CAPLAN	Director	3.00	Director	$0	$0	$0
MATT HOLLBROOK	Director	3.00	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
2025	$3,659,809	$3,864,765	$2,080,063	$-204,956
2024	$3,367,470	$3,545,943	$2,238,846	$-178,473
2023	$4,047,321	$3,398,554	$2,539,763	$648,767
2022	$2,944,786	$2,950,799	$1,982,145	$-6,013
2021	$2,939,572	$2,521,096	$1,801,745	$418,476
2020	$2,308,691	$2,249,841	$1,812,131	$58,850

THE LEGACY SCHOOL