Legacy Traditional School - NW Tucson (EIN 352408563) - 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

2011

Legal Domicile

Phone

4802705438

Tax Period

2024-07-01 to 2025-06-30

Legacy Traditional School - NW Tucson, founded in 2011, is a mid-sized nonprofit in the Education sector that reported $13.8M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year.

Mission

TO PROVIDE MOTIVATED STUDENTS WITH THE OPPORTUNITY TO ACHIEVE ACADEMIC EXCELLENCE IN AN ACCELERATED, BACK-TO-BASICS, SAFE LEARNING ENVIRONMENT TAUGHT BY CARING, KNOWLEDGEABLE AND HIGHLY EFFECTIVE EDUCATORS IN COOPERATION WITH SUPPORTIVE, INVOLVED PARENTS.

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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 $12,769,275

Program Service Revenue $984,228

Investment Income $402,616

Other Revenue $-352,122

TOTAL REVENUE $13,803,997

Expense Breakdown

Grants Paid $750,000

Salaries & Benefits $6,805,756

Fundraising Expenses $0

Program Expenses $10,924,180

Other Expenses $5,915,084

TOTAL EXPENSES $13,470,840

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,803,997	$14,749,218	-0.1%
Expenses	$13,470,840	$13,360,473	+0.0%
Net Income	$333,157	$1,388,745	-0.8%

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

136

Volunteers

1283

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
GARY LONDER	TREASURER	1.0	Officer Director	$0	$0	$0
JENNI FERRIN	SECRETARY	1.0	Officer Director	$0	$0	$0
KATHY SENSEMAN	PRESIDENT	1.0	Officer Director	$0	$0	$0
DIEGO GETTLER	DIRECTOR	1.0	Director	$0	$0	$0
JAMES BEAUDOIN	DIRECTOR	1.0	Director	$0	$0	$0
SHAINA BROCKWAY	DIRECTOR	1.0	Director	$0	$0	$0
PEGGY FITE	PRINCIPAL	40.0	Highest	$101,246	$7,575	$108,821

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	$13,803,997	$13,470,840	$24,480,692	$333,157
2024	No data	No data	No data	No data
2023	$14,504,073	$12,562,231	$23,248,430	$1,941,842
2022	$13,232,935	$12,603,918	$21,588,675	$629,017
2021	$10,825,794	$10,589,398	$21,768,652	$236,396
2020	$10,092,357	$10,470,654	$21,782,369	$-378,297
2019	$10,349,917	$9,393,615	$22,067,181	$956,302
2018	$9,158,346	$9,122,687	$21,243,480	$35,659

Legacy Traditional School - NW Tucson