LEGACY ENDOWMENT THE COMMUNITY FOUNDATION (EIN 330620685) - 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

1994

Legal Domicile

Principal Officer

ROY MOOSA

Phone

7609418646

Tax Period

2024-07-01 to 2025-06-30

LEGACY ENDOWMENT THE COMMUNITY FOUNDATION, founded in 1994, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $1.1M left a modest 7% surplus.

Mission

TO ENHANCE AND PRESERVE A HIGHER QUALITY OF LIFE FOR COMMUNITIES BY FACILITATING PHILANTHROPY FOR FAMILIES, INDIVDUALS AND NONPROFITS.

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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 $43,690

Program Service Revenue $0

Investment Income $928,982

Other Revenue $200,810

TOTAL REVENUE $1,173,482

Expense Breakdown

Grants Paid $770,493

Salaries & Benefits $108,035

Fundraising Expenses $12,852

Program Expenses $886,075

Other Expenses $208,702

TOTAL EXPENSES $1,087,230

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,173,482	$906,407	+0.3%
Expenses	$1,087,230	$1,236,652	-0.1%
Net Income	$86,252	$-330,245	-1.3%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RACHEL MASON	PAST PRESIDE	2.00	Officer Director	$0	$0	$0
WALLACE TUCKER	DIRECTOR	2.00	Director	$0	$0	$0
ROY MOOSA	PRESIDENT	4.00	Director	$0	$0	$0
LAURA HOLCK	TREASURER	2.00	Officer Director	$0	$0	$0
MATTHEW OBERMUELLER	DIRECTOR	1.00	Officer Director	$0	$0	$0
MICHAEL DUNLAP	VICE PRESIDE	1.00	Director	$0	$0	$0
HOWARD SALMON	DIRECTOR	1.00	Director	$0	$0	$0
LAURENE SOOPER	SECRETARY	1.00	Director	$0	$0	$0
SUSAN WOODWARD	DIRECTOR	1.00	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	$1,173,482	$1,087,230	$17,610,126	$86,252
2024	$906,407	$1,236,652	$14,108,589	$-330,245
2023	$1,027,216	$895,005	$13,375,044	$132,211
2022	$668,884	$856,417	$13,007,893	$-187,533
2021	$428,733	$654,883	$14,824,762	$-226,150
2019	$767,275	$561,804	$12,570,742	$205,471
2018	$444,069	$445,031	$11,988,896	$-962

LEGACY ENDOWMENT THE COMMUNITY FOUNDATION